DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,304,666 shares; 2024Q4: 6,648,541 shares; 2025Q1: 6,671,198 shares; 2025Q2: 6,614,559 shares; 2025Q3: 6,696,421 shares; 2025Q4: 6,608,532 shares; 2026Q1: 6,518,468 shares 6,518,468 $254M 25.37% -90,064 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,210,867 shares; 2024Q4: 2,367,658 shares; 2025Q1: 2,382,158 shares; 2025Q2: 2,388,724 shares; 2025Q3: 2,430,454 shares; 2025Q4: 2,436,094 shares; 2026Q1: 2,441,302 shares 2,441,302 $107M 10.74% +5,208 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508,828 shares; 2024Q4: 508,789 shares; 2025Q1: 519,779 shares; 2025Q2: 528,419 shares; 2025Q3: 547,508 shares; 2025Q4: 559,120 shares; 2026Q1: 567,194 shares 567,194 $105M 10.44% +8,074 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: 237,470 shares; 2024Q4: 237,100 shares; 2025Q1: 254,948 shares; 2025Q2: 258,733 shares; 2025Q3: 252,641 shares; 2025Q4: 255,624 shares; 2026Q1: 276,653 shares 276,653 $88.8M 8.87% +21,029 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,852,373 shares; 2024Q4: 3,079,574 shares; 2025Q1: 3,261,250 shares; 2025Q2: 3,285,678 shares; 2025Q3: 3,489,138 shares; 2025Q4: 3,553,791 shares; 2026Q1: 3,723,338 shares 3,723,338 $85.3M 8.52% +169,547 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: 258,800 shares; 2024Q4: 780,206 shares; 2025Q1: 1,002,554 shares; 2025Q2: 1,021,775 shares; 2025Q3: 1,025,040 shares; 2025Q4: 1,192,229 shares; 2026Q1: 1,192,008 shares 1,192,008 $29.9M 2.99% -221 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: 514,385 shares; 2024Q4: 517,891 shares; 2025Q1: 518,808 shares; 2025Q2: 548,893 shares; 2025Q3: 550,187 shares; 2025Q4: 548,549 shares; 2026Q1: 551,771 shares 551,771 $23M 2.3% +3,222 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: 67,844 shares; 2024Q4: 205,783 shares; 2025Q1: 204,005 shares; 2025Q2: 244,295 shares; 2025Q3: 228,642 shares; 2025Q4: 207,396 shares; 2026Q1: 207,396 shares 207,396 $16M 1.6% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,626 shares; 2024Q4: 48,900 shares; 2025Q1: 50,301 shares; 2025Q2: 53,728 shares; 2025Q3: 49,201 shares; 2025Q4: 49,583 shares; 2026Q1: 51,834 shares 51,834 $13.2M 1.31% +2,251 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,132 shares; 2024Q4: 138,083 shares; 2025Q1: 135,529 shares; 2025Q2: 136,238 shares; 2025Q3: 125,171 shares; 2025Q4: 120,440 shares; 2026Q1: 116,656 shares 116,656 $11.9M 1.19% -3,784 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: 25,207 shares; 2024Q4: 71,902 shares; 2025Q1: 81,192 shares; 2025Q2: 84,949 shares; 2025Q3: 62,396 shares; 2025Q4: 63,771 shares; 2026Q1: 64,995 shares 64,995 $11.3M 1.13% +1,224 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: 110,892 shares; 2024Q4: 110,892 shares; 2025Q1: 110,892 shares; 2025Q2: 110,892 shares; 2025Q3: 110,892 shares; 2025Q4: 108,241 shares; 2026Q1: 108,241 shares 108,241 $9.8M 0.98% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,258 shares; 2024Q4: 59,041 shares; 2025Q1: 59,189 shares; 2025Q2: 60,216 shares; 2025Q3: 61,408 shares; 2025Q4: 62,733 shares; 2026Q1: 64,645 shares 64,645 $8.94M 0.89% +1,912 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: 8,144 shares; 2024Q4: 22,215 shares; 2025Q1: 21,185 shares; 2025Q2: 22,936 shares; 2025Q3: 20,701 shares; 2025Q4: 19,996 shares; 2026Q1: 21,370 shares 21,370 $7.91M 0.79% +1,374 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: 5,795 shares; 2024Q4: 6,283 shares; 2025Q1: 5,942 shares; 2025Q2: 6,156 shares; 2025Q3: 6,386 shares; 2025Q4: 6,551 shares; 2026Q1: 7,380 shares 7,380 $6.79M 0.68% +829 Timeline ACWV 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: 37,190 shares; 2024Q4: 37,499 shares; 2025Q1: 39,093 shares; 2025Q2: 39,810 shares; 2025Q3: 42,373 shares; 2025Q4: 45,207 shares; 2026Q1: 48,238 shares 48,238 $5.76M 0.58% +3,031 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: 59,374 shares; 2024Q4: 59,363 shares; 2025Q1: 61,749 shares; 2025Q2: 64,552 shares; 2025Q3: 99,025 shares; 2025Q4: 90,166 shares; 2026Q1: 87,752 shares 87,752 $5.62M 0.56% -2,414 Timeline DFAU 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: 105,391 shares; 2024Q4: 106,833 shares; 2025Q1: 108,211 shares; 2025Q2: 110,687 shares; 2025Q3: 112,983 shares; 2025Q4: 118,369 shares; 2026Q1: 123,478 shares 123,478 $5.57M 0.56% +5,109 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: 11,343 shares; 2024Q4: 34,621 shares; 2025Q1: 32,848 shares; 2025Q2: 30,775 shares; 2025Q3: 24,418 shares; 2025Q4: 25,569 shares; 2026Q1: 26,721 shares 26,721 $5.57M 0.56% +1,152 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: 6,917 shares; 2024Q4: 8,085 shares; 2025Q1: 9,468 shares; 2025Q2: 10,302 shares; 2025Q3: 16,360 shares; 2025Q4: 17,943 shares; 2026Q1: 18,062 shares 18,062 $5.19M 0.52% +119 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,802 shares; 2025Q3: 69,153 shares; 2025Q4: 101,889 shares; 2026Q1: 112,579 shares 112,579 $5.14M 0.51% +10,690 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: 9,008 shares; 2024Q4: 9,232 shares; 2025Q1: 16,492 shares; 2025Q2: 16,656 shares; 2025Q3: 13,904 shares; 2025Q4: 13,951 shares; 2026Q1: 14,418 shares 14,418 $4.46M 0.45% +467 Timeline SCHR 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: 68,102 shares; 2024Q4: 136,277 shares; 2025Q1: 127,586 shares; 2025Q2: 163,660 shares; 2025Q3: 152,692 shares; 2025Q4: 153,907 shares; 2026Q1: 173,051 shares 173,051 $4.31M 0.43% +19,144 Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,322 shares; 2024Q4: 27,027 shares; 2025Q1: 19,648 shares; 2025Q2: 19,796 shares; 2025Q3: 19,814 shares; 2025Q4: 19,312 shares; 2026Q1: 65,175 shares 65,175 $3.74M 0.37% +45,863 Timeline QWLD 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: 23,721 shares; 2024Q4: 23,890 shares; 2025Q1: 23,829 shares; 2025Q2: 23,600 shares; 2025Q3: 23,610 shares; 2025Q4: 23,581 shares; 2026Q1: 23,465 shares 23,465 $3.36M 0.34% -116 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: 18,018 shares; 2024Q4: 21,516 shares; 2025Q1: 23,162 shares; 2025Q2: 26,113 shares; 2025Q3: 25,534 shares; 2025Q4: 26,362 shares; 2026Q1: 26,148 shares 26,148 $3.25M 0.32% -214 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: 7,412 shares; 2024Q4: 6,054 shares; 2025Q1: 6,224 shares; 2025Q2: 10,108 shares; 2025Q3: 10,970 shares; 2025Q4: 11,120 shares; 2026Q1: 11,029 shares 11,029 $3.24M 0.32% -91 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: 143,381 shares; 2024Q4: 143,044 shares; 2025Q1: 133,148 shares; 2025Q2: 23,943 shares; 2025Q3: 27,315 shares; 2025Q4: 28,573 shares; 2026Q1: 32,347 shares 32,347 $3.21M 0.32% +3,774 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: 2,539 shares; 2024Q4: 7,493 shares; 2025Q1: 7,393 shares; 2025Q2: 7,402 shares; 2025Q3: 5,257 shares; 2025Q4: 5,375 shares; 2026Q1: 5,369 shares 5,369 $3.07M 0.31% -6 Timeline JPIB 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: 33,922 shares; 2024Q4: 33,572 shares; 2025Q1: 33,786 shares; 2025Q2: 37,922 shares; 2025Q3: 41,870 shares; 2025Q4: 43,731 shares; 2026Q1: 49,434 shares 49,434 $2.36M 0.24% +5,703 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: 2,458 shares; 2024Q4: 3,202 shares; 2025Q1: 2,541 shares; 2025Q2: 3,227 shares; 2025Q3: 3,221 shares; 2025Q4: 3,389 shares; 2026Q1: 3,397 shares 3,397 $2.21M 0.22% +8 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: 6,937 shares; 2024Q4: 8,050 shares; 2025Q1: 9,559 shares; 2025Q2: 8,612 shares; 2025Q3: 8,918 shares; 2025Q4: 8,611 shares; 2026Q1: 8,803 shares 8,803 $2.15M 0.22% +192 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: 14,220 shares; 2024Q4: 9,873 shares; 2025Q1: 10,428 shares; 2025Q2: 9,955 shares; 2025Q3: 10,433 shares; 2025Q4: 11,416 shares; 2026Q1: 12,365 shares 12,365 $2.1M 0.21% +949 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,805 shares; 2024Q4: 12,819 shares; 2025Q1: 12,785 shares; 2025Q2: 12,785 shares; 2025Q3: 14,593 shares; 2025Q4: 15,008 shares; 2026Q1: 14,726 shares 14,726 $2.08M 0.21% -282 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 5,067 shares; 2025Q1: 4,461 shares; 2025Q2: 4,671 shares; 2025Q3: 4,097 shares; 2025Q4: 3,963 shares; 2026Q1: 4,093 shares 4,093 $2.04M 0.2% +130 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,713 shares; 2024Q4: 8,916 shares; 2025Q1: 9,384 shares; 2025Q2: 12,327 shares; 2025Q3: 16,065 shares; 2025Q4: 17,136 shares; 2026Q1: 19,746 shares 19,746 $1.99M 0.2% +2,610 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: 6,267 shares; 2024Q4: 5,873 shares; 2025Q1: 6,464 shares; 2025Q2: 7,084 shares; 2025Q3: 6,512 shares; 2025Q4: 6,711 shares; 2026Q1: 6,861 shares 6,861 $1.95M 0.19% +150 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: 2,094 shares; 2024Q4: 3,052 shares; 2025Q1: 2,891 shares; 2025Q2: 4,104 shares; 2025Q3: 4,092 shares; 2025Q4: 4,590 shares; 2026Q1: 4,797 shares 4,797 $1.78M 0.18% +207 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: 15,026 shares; 2024Q4: 14,736 shares; 2025Q1: 15,107 shares; 2025Q2: 13,552 shares; 2025Q3: 12,962 shares; 2025Q4: 12,749 shares; 2026Q1: 12,725 shares 12,725 $1.76M 0.18% -24 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: 2,011 shares; 2024Q4: 2,111 shares; 2025Q1: 2,614 shares; 2025Q2: 2,820 shares; 2025Q3: 2,977 shares; 2025Q4: 3,271 shares; 2026Q1: 3,530 shares 3,530 $1.69M 0.17% +259 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: 694 shares; 2024Q4: 1,529 shares; 2025Q1: 1,795 shares; 2025Q2: 1,951 shares; 2025Q3: 1,336 shares; 2025Q4: 1,049 shares; 2026Q1: 1,637 shares 1,637 $1.63M 0.16% +588 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: 2,768 shares; 2024Q4: 2,147 shares; 2025Q1: 1,725 shares; 2025Q2: 1,625 shares; 2025Q3: 3,625 shares; 2025Q4: 3,775 shares; 2026Q1: 3,740 shares 3,740 $1.61M 0.16% -35 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,152 shares; 2025Q3: 21,271 shares; 2025Q4: 30,245 shares; 2026Q1: 33,283 shares 33,283 $1.56M 0.16% +3,038 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,204 shares; 2024Q4: 6,231 shares; 2025Q1: 6,270 shares; 2025Q2: 6,216 shares; 2025Q3: 6,186 shares; 2025Q4: 6,115 shares; 2026Q1: 6,118 shares 6,118 $1.53M 0.15% +3 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: 8,040 shares; 2024Q4: 9,140 shares; 2025Q1: 10,794 shares; 2025Q2: 11,062 shares; 2025Q3: 10,484 shares; 2025Q4: 19,193 shares; 2026Q1: 19,532 shares 19,532 $1.52M 0.15% +339 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 1,312 shares; 2025Q1: 1,612 shares; 2025Q2: 1,669 shares; 2025Q3: 1,645 shares; 2025Q4: 1,662 shares; 2026Q1: 1,664 shares 1,664 $1.45M 0.15% +2 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: 1,574 shares; 2024Q4: 2,326 shares; 2025Q1: 2,025 shares; 2025Q2: 3,872 shares; 2025Q3: 4,198 shares; 2025Q4: 4,497 shares; 2026Q1: 5,012 shares 5,012 $1.44M 0.14% +515 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,665 shares; 2025Q2: 9,184 shares; 2025Q3: 9,266 shares; 2025Q4: 9,411 shares; 2026Q1: 10,918 shares 10,918 $1.38M 0.14% +1,507 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,209 shares; 2025Q3: 3,502 shares; 2025Q4: 3,762 shares; 2026Q1: 4,018 shares 4,018 $1.36M 0.14% +256 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,928 shares; 2024Q4: 3,918 shares; 2025Q1: 4,075 shares; 2025Q2: 4,575 shares; 2025Q3: 4,584 shares; 2025Q4: 4,580 shares; 2026Q1: 4,580 shares 4,580 $1.31M 0.13% 0 Timeline URTH 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: 788 shares; 2024Q4: 787 shares; 2025Q1: 796 shares; 2025Q2: 1,546 shares; 2025Q3: 1,546 shares; 2025Q4: 1,810 shares; 2026Q1: 7,069 shares 7,069 $1.27M 0.13% +5,259 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: 17,159 shares; 2024Q4: 45,675 shares; 2025Q1: 47,268 shares; 2025Q2: 47,268 shares; 2025Q3: 45,873 shares; 2025Q4: 43,178 shares; 2026Q1: 40,294 shares 40,294 $1.24M 0.12% -2,884 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,624 shares; 2024Q4: 2,043 shares; 2025Q1: 3,888 shares; 2025Q2: 7,650 shares; 2025Q3: 7,581 shares; 2025Q4: 7,996 shares; 2026Q1: 7,857 shares 7,857 $1.22M 0.12% -139 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 661 shares; 2025Q2: 858 shares; 2025Q3: 866 shares; 2025Q4: 968 shares; 2026Q1: 879 shares 879 $1.21M 0.12% -89 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,238 shares; 2025Q1: 1,213 shares; 2025Q2: 1,825 shares; 2025Q3: 2,196 shares; 2025Q4: 3,199 shares; 2026Q1: 3,415 shares 3,415 $1.11M 0.11% +216 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: 12,080 shares; 2025Q1: 11,666 shares; 2025Q2: 9,103 shares; 2025Q3: 7,161 shares; 2025Q4: 5,003 shares; 2026Q1: 5,073 shares 5,073 $1.08M 0.11% +70 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,426 shares; 2024Q4: 4,083 shares; 2025Q1: 4,065 shares; 2025Q2: 4,056 shares; 2025Q3: 4,022 shares; 2025Q4: 3,942 shares; 2026Q1: 3,942 shares 3,942 $1.05M 0.1% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 2,194 shares; 2025Q1: 2,528 shares; 2025Q2: 3,166 shares; 2025Q3: 3,467 shares; 2025Q4: 3,002 shares; 2026Q1: 3,394 shares 3,394 $1.03M 0.1% +392 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: 2,125 shares; 2024Q4: 2,861 shares; 2025Q1: 2,042 shares; 2025Q2: 3,349 shares; 2025Q3: 2,644 shares; 2025Q4: 2,697 shares; 2026Q1: 2,964 shares 2,964 $1.01M 0.1% +267 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,138 shares; 2024Q4: 2,866 shares; 2025Q1: 5,467 shares; 2025Q2: 8,097 shares; 2025Q3: 8,919 shares; 2025Q4: 8,297 shares; 2026Q1: 8,336 shares 8,336 $1M 0.1% +39 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: 1,880 shares; 2024Q4: 1,951 shares; 2025Q1: 1,951 shares; 2025Q2: 1,951 shares; 2025Q3: 1,816 shares; 2025Q4: 1,510 shares; 2026Q1: 1,437 shares 1,437 $1M 0.1% -73 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: 695 shares; 2024Q4: 531 shares; 2025Q1: 648 shares; 2025Q2: 597 shares; 2025Q3: 602 shares; 2025Q4: 610 shares; 2026Q1: 646 shares 646 $951K 0.1% +36 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,825 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,825 shares; 2026Q1: 16,609 shares 16,609 $948K 0.09% +12,784 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,952 shares; 2025Q2: 8,895 shares; 2025Q3: 6,080 shares; 2025Q4: 11,462 shares; 2026Q1: 12,418 shares 12,418 $909K 0.09% +956 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,513 shares; 2025Q3: 3,557 shares; 2025Q4: 3,799 shares; 2026Q1: 3,285 shares 3,285 $889K 0.09% -514 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: 1,460 shares; 2025Q1: 1,641 shares; 2025Q2: 1,568 shares; 2025Q3: 1,579 shares; 2025Q4: 1,615 shares; 2026Q1: 1,633 shares 1,633 $879K 0.09% +18 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: 2,729 shares; 2024Q4: 2,844 shares; 2025Q1: 3,240 shares; 2025Q2: 4,091 shares; 2025Q3: 4,951 shares; 2025Q4: 3,904 shares; 2026Q1: 4,178 shares 4,178 $864K 0.09% +274 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: 395 shares; 2024Q4: 510 shares; 2025Q1: 665 shares; 2025Q2: 679 shares; 2025Q3: 664 shares; 2025Q4: 6,675 shares; 2026Q1: 8,913 shares 8,913 $857K 0.09% +2,238 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: 7,742 shares; 2024Q4: 9,090 shares; 2025Q1: 8,892 shares; 2025Q2: 8,585 shares; 2025Q3: 7,538 shares; 2025Q4: 12,129 shares; 2026Q1: 14,029 shares 14,029 $851K 0.09% +1,900 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: 2,303 shares; 2024Q4: 2,406 shares; 2025Q1: 6,271 shares; 2025Q2: 7,750 shares; 2025Q3: 4,405 shares; 2025Q4: 3,745 shares; 2026Q1: 3,845 shares 3,845 $836K 0.08% +100 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: 7,676 shares; 2024Q4: 7,766 shares; 2025Q1: 7,733 shares; 2025Q2: 7,740 shares; 2025Q3: 6,953 shares; 2025Q4: 13,570 shares; 2026Q1: 13,458 shares 13,458 $824K 0.08% -112 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: 155 shares; 2024Q4: 183 shares; 2025Q1: 186 shares; 2025Q2: 199 shares; 2025Q3: 198 shares; 2025Q4: 201 shares; 2026Q1: 195 shares 195 $821K 0.08% -6 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: 300 shares; 2024Q4: 1,304 shares; 2025Q1: 1,509 shares; 2025Q2: 1,350 shares; 2025Q3: 908 shares; 2025Q4: 6,194 shares; 2026Q1: 7,793 shares 7,793 $815K 0.08% +1,599 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: 3,570 shares; 2024Q4: 3,973 shares; 2025Q1: 3,884 shares; 2025Q2: 6,574 shares; 2025Q3: 6,912 shares; 2025Q4: 7,751 shares; 2026Q1: 5,534 shares 5,534 $814K 0.08% -2,217 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: 8,892 shares; 2025Q1: 15,142 shares; 2025Q2: 12,226 shares; 2025Q3: 10,524 shares; 2025Q4: 10,736 shares; 2026Q1: 10,888 shares 10,888 $811K 0.08% +152 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: not reported; 2025Q1: not reported; 2025Q2: 1,203 shares; 2025Q3: 1,915 shares; 2025Q4: 2,143 shares; 2026Q1: 2,178 shares 2,178 $776K 0.08% +35 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: 2,605 shares; 2024Q4: 2,657 shares; 2025Q1: 2,329 shares; 2025Q2: 4,445 shares; 2025Q3: 4,578 shares; 2025Q4: 3,231 shares; 2026Q1: 5,362 shares 5,362 $774K 0.08% +2,131 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,411 shares; 2024Q4: 11,756 shares; 2025Q1: 10,538 shares; 2025Q2: 17,015 shares; 2025Q3: 22,330 shares; 2025Q4: 48,251 shares; 2026Q1: 44,075 shares 44,075 $774K 0.08% -4,176 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: 876 shares; 2024Q4: 1,051 shares; 2025Q1: 1,003 shares; 2025Q2: 1,062 shares; 2025Q3: 985 shares; 2025Q4: 1,047 shares; 2026Q1: 1,075 shares 1,075 $761K 0.08% +28 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS 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: 2,564 shares; 2025Q3: 2,684 shares; 2025Q4: 3,550 shares; 2026Q1: 3,576 shares 3,576 $758K 0.08% +26 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: 957 shares; 2024Q4: 2,849 shares; 2025Q1: 3,158 shares; 2025Q2: 3,315 shares; 2025Q3: 2,897 shares; 2025Q4: 2,694 shares; 2026Q1: 2,783 shares 2,783 $753K 0.08% +89 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 2,299 shares; 2025Q1: 2,495 shares; 2025Q2: 2,625 shares; 2025Q3: 2,617 shares; 2025Q4: 2,656 shares; 2026Q1: 3,017 shares 3,017 $731K 0.07% +361 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: 16,648 shares; 2025Q1: 10,163 shares; 2025Q2: 23,033 shares; 2025Q3: 20,488 shares; 2025Q4: 19,132 shares; 2026Q1: 16,379 shares 16,379 $723K 0.07% -2,753 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,580 shares; 2024Q4: 9,222 shares; 2025Q1: 9,228 shares; 2025Q2: 9,136 shares; 2025Q3: 9,143 shares; 2025Q4: 8,876 shares; 2026Q1: 9,024 shares 9,024 $717K 0.07% +148 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,360 shares; 2025Q3: 3,401 shares; 2025Q4: 3,196 shares; 2026Q1: 3,330 shares 3,330 $693K 0.07% +134 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: 1,917 shares; 2024Q4: 1,999 shares; 2025Q1: 1,992 shares; 2025Q2: 2,160 shares; 2025Q3: 2,375 shares; 2025Q4: 2,067 shares; 2026Q1: 2,085 shares 2,085 $686K 0.07% +18 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: 5,752 shares; 2025Q1: not reported; 2025Q2: 2,591 shares; 2025Q3: 2,881 shares; 2025Q4: 3,377 shares; 2026Q1: 3,350 shares 3,350 $681K 0.07% -27 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: 7,858 shares; 2024Q4: 9,403 shares; 2025Q1: 8,448 shares; 2025Q2: 8,400 shares; 2025Q3: 8,199 shares; 2025Q4: 8,118 shares; 2026Q1: 8,949 shares 8,949 $681K 0.07% +831 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,821 shares; 2025Q2: 3,459 shares; 2025Q3: 3,551 shares; 2025Q4: 4,128 shares; 2026Q1: 4,627 shares 4,627 $677K 0.07% +499 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: 621 shares; 2024Q4: 528 shares; 2025Q1: 1,790 shares; 2025Q2: 1,323 shares; 2025Q3: 904 shares; 2025Q4: 1,163 shares; 2026Q1: 1,131 shares 1,131 $676K 0.07% -32 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: 23,011 shares; 2024Q4: 25,426 shares; 2025Q1: 25,140 shares; 2025Q2: 26,066 shares; 2025Q3: 21,065 shares; 2025Q4: 21,094 shares; 2026Q1: 23,247 shares 23,247 $674K 0.07% +2,153 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 2,183 shares; 2025Q1: 2,200 shares; 2025Q2: 1,926 shares; 2025Q3: 2,003 shares; 2025Q4: 1,960 shares; 2026Q1: 2,165 shares 2,165 $673K 0.07% +205 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: 253 shares; 2024Q4: not reported; 2025Q1: 448 shares; 2025Q2: 479 shares; 2025Q3: 488 shares; 2025Q4: 486 shares; 2026Q1: 504 shares 504 $666K 0.07% +18 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,569 shares; 2024Q4: 12,273 shares; 2025Q1: 14,487 shares; 2025Q2: 15,617 shares; 2025Q3: 15,459 shares; 2025Q4: 15,448 shares; 2026Q1: 17,095 shares 17,095 $664K 0.07% +1,647 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,149 shares; 2024Q4: 7,143 shares; 2025Q1: 8,241 shares; 2025Q2: 7,710 shares; 2025Q3: 5,743 shares; 2025Q4: 5,809 shares; 2026Q1: 5,856 shares 5,856 $664K 0.07% +47 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: 1,493 shares; 2025Q1: 1,425 shares; 2025Q2: 1,495 shares; 2025Q3: 1,215 shares; 2025Q4: 872 shares; 2026Q1: 1,307 shares 1,307 $648K 0.06% +435 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: 5,789 shares; 2024Q4: 22,556 shares; 2025Q1: 22,556 shares; 2025Q2: 22,556 shares; 2025Q3: 22,556 shares; 2025Q4: 22,124 shares; 2026Q1: 22,124 shares 22,124 $644K 0.06% 0 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: 5,112 shares; 2025Q1: 5,003 shares; 2025Q2: 9,146 shares; 2025Q3: 6,032 shares; 2025Q4: 5,823 shares; 2026Q1: 5,637 shares 5,637 $643K 0.06% -186 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,569 shares; 2025Q1: 2,793 shares; 2025Q2: 3,158 shares; 2025Q3: 3,324 shares; 2025Q4: 4,276 shares; 2026Q1: 4,252 shares 4,252 $641K 0.06% -24 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: 747 shares; 2025Q1: 1,370 shares; 2025Q2: 1,902 shares; 2025Q3: 1,850 shares; 2025Q4: 1,913 shares; 2026Q1: 2,584 shares 2,584 $628K 0.06% +671 Timeline DFIC 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: 13,188 shares; 2024Q4: 13,947 shares; 2025Q1: 13,993 shares; 2025Q2: 17,631 shares; 2025Q3: 17,631 shares; 2025Q4: 17,607 shares; 2026Q1: 17,524 shares 17,524 $623K 0.06% -83 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,817 shares; 2025Q4: 2,968 shares; 2026Q1: 2,902 shares 2,902 $622K 0.06% -66 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,839 shares; 2024Q4: 7,839 shares; 2025Q1: 7,835 shares; 2025Q2: 7,846 shares; 2025Q3: 7,885 shares; 2025Q4: 6,419 shares; 2026Q1: 6,245 shares 6,245 $621K 0.06% -174 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: 1,594 shares; 2024Q4: 2,348 shares; 2025Q1: 2,465 shares; 2025Q2: 2,498 shares; 2025Q3: 1,985 shares; 2025Q4: 2,051 shares; 2026Q1: 2,095 shares 2,095 $619K 0.06% +44 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: 3,688 shares; 2024Q4: 3,594 shares; 2025Q1: 3,558 shares; 2025Q2: 3,498 shares; 2025Q3: 3,498 shares; 2025Q4: 2,802 shares; 2026Q1: 2,842 shares 2,842 $611K 0.06% +40 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: 2,927 shares; 2025Q1: 5,950 shares; 2025Q2: 4,170 shares; 2025Q3: 4,700 shares; 2025Q4: 4,965 shares; 2026Q1: 4,915 shares 4,915 $603K 0.06% -50 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: 1,217 shares; 2024Q4: not reported; 2025Q1: 885 shares; 2025Q2: not reported; 2025Q3: 1,962 shares; 2025Q4: 2,504 shares; 2026Q1: 2,474 shares 2,474 $600K 0.06% -30 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: 5,091 shares; 2024Q4: 5,059 shares; 2025Q1: 5,184 shares; 2025Q2: 5,327 shares; 2025Q3: 5,381 shares; 2025Q4: 5,225 shares; 2026Q1: 5,179 shares 5,179 $600K 0.06% -46 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: 7,181 shares; 2024Q4: 7,717 shares; 2025Q1: 8,158 shares; 2025Q2: 8,612 shares; 2025Q3: 6,509 shares; 2025Q4: 6,031 shares; 2026Q1: 4,235 shares 4,235 $598K 0.06% -1,796 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: 1,630 shares; 2024Q4: not reported; 2025Q1: 1,624 shares; 2025Q2: 2,335 shares; 2025Q3: 2,290 shares; 2025Q4: 2,309 shares; 2026Q1: 2,407 shares 2,407 $595K 0.06% +98 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,411 shares; 2025Q4: 1,397 shares; 2026Q1: 1,759 shares 1,759 $578K 0.06% +362 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,550 shares; 2025Q3: 4,598 shares; 2025Q4: 4,852 shares; 2026Q1: 4,663 shares 4,663 $575K 0.06% -189 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: not reported; 2025Q1: 6,363 shares; 2025Q2: 6,545 shares; 2025Q3: 5,916 shares; 2025Q4: 9,382 shares; 2026Q1: 9,742 shares 9,742 $573K 0.06% +360 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: 393 shares; 2025Q1: 398 shares; 2025Q2: 412 shares; 2025Q3: 422 shares; 2025Q4: 432 shares; 2026Q1: 590 shares 590 $567K 0.06% +158 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: 779 shares; 2024Q4: 1,420 shares; 2025Q1: 943 shares; 2025Q2: 919 shares; 2025Q3: 968 shares; 2025Q4: 951 shares; 2026Q1: 977 shares 977 $564K 0.06% +26 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: 17,391 shares; 2025Q1: 16,788 shares; 2025Q2: 10,553 shares; 2025Q3: 17,703 shares; 2025Q4: 16,314 shares; 2026Q1: 16,966 shares 16,966 $563K 0.06% +652 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,573 shares; 2025Q1: not reported; 2025Q2: 2,348 shares; 2025Q3: 2,369 shares; 2025Q4: 2,447 shares; 2026Q1: 2,209 shares 2,209 $554K 0.06% -238 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,434 shares; 2025Q1: 3,975 shares; 2025Q2: 1,862 shares; 2025Q3: 1,953 shares; 2025Q4: 3,226 shares; 2026Q1: 4,331 shares 4,331 $547K 0.05% +1,105 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: 2,672 shares; 2024Q4: 2,697 shares; 2025Q1: 2,672 shares; 2025Q2: 2,672 shares; 2025Q3: 2,672 shares; 2025Q4: 2,846 shares; 2026Q1: 2,846 shares 2,846 $546K 0.05% 0 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: 1,835 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,397 shares; 2025Q3: 2,841 shares; 2025Q4: 2,990 shares; 2026Q1: 3,534 shares 3,534 $540K 0.05% +544 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,714 shares; 2025Q2: 15,051 shares; 2025Q3: 14,102 shares; 2025Q4: 15,452 shares; 2026Q1: 13,650 shares 13,650 $532K 0.05% -1,802 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: 411 shares; 2024Q4: 434 shares; 2025Q1: 475 shares; 2025Q2: 585 shares; 2025Q3: 631 shares; 2025Q4: 783 shares; 2026Q1: 875 shares 875 $529K 0.05% +92 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: not reported; 2025Q1: 1,519 shares; 2025Q2: not reported; 2025Q3: 2,177 shares; 2025Q4: 2,361 shares; 2026Q1: 2,756 shares 2,756 $523K 0.05% +395 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,965 shares; 2024Q4: 2,032 shares; 2025Q1: 2,725 shares; 2025Q2: 3,289 shares; 2025Q3: 2,611 shares; 2025Q4: 2,620 shares; 2026Q1: 2,898 shares 2,898 $522K 0.05% +278 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 834 shares; 2025Q1: 16,599 shares; 2025Q2: 15,869 shares; 2025Q3: 15,734 shares; 2025Q4: 17,166 shares; 2026Q1: 15,669 shares 15,669 $516K 0.05% -1,497 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: 7,083 shares; 2025Q1: 7,912 shares; 2025Q2: 6,553 shares; 2025Q3: 6,667 shares; 2025Q4: 7,037 shares; 2026Q1: 7,438 shares 7,438 $514K 0.05% +401 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,299 shares; 2025Q1: 1,585 shares; 2025Q2: 1,641 shares; 2025Q3: 1,711 shares; 2025Q4: 1,723 shares; 2026Q1: 1,751 shares 1,751 $511K 0.05% +28 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: 6,237 shares; 2024Q4: 4,597 shares; 2025Q1: 4,908 shares; 2025Q2: 5,272 shares; 2025Q3: 5,374 shares; 2025Q4: 5,637 shares; 2026Q1: 6,407 shares 6,407 $510K 0.05% +770 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: 3,284 shares; 2024Q4: 3,791 shares; 2025Q1: 5,600 shares; 2025Q2: 3,904 shares; 2025Q3: 8,842 shares; 2025Q4: 19,759 shares; 2026Q1: 15,535 shares 15,535 $509K 0.05% -4,224 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,386 shares; 2025Q1: 6,962 shares; 2025Q2: 6,565 shares; 2025Q3: 5,524 shares; 2025Q4: 5,825 shares; 2026Q1: 5,377 shares 5,377 $506K 0.05% -448 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,690 shares; 2024Q4: 4,690 shares; 2025Q1: 4,690 shares; 2025Q2: 4,690 shares; 2025Q3: 4,690 shares; 2025Q4: 4,862 shares; 2026Q1: 4,862 shares 4,862 $497K 0.05% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,899 shares; 2025Q2: 3,217 shares; 2025Q3: 3,240 shares; 2025Q4: 3,384 shares; 2026Q1: 3,550 shares 3,550 $495K 0.05% +166 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: 10,601 shares; 2025Q1: 6,684 shares; 2025Q2: 12,699 shares; 2025Q3: 6,460 shares; 2025Q4: 7,381 shares; 2026Q1: 6,818 shares 6,818 $494K 0.05% -563 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 1,194 shares; 2025Q1: 1,202 shares; 2025Q2: 1,222 shares; 2025Q3: 1,283 shares; 2025Q4: 1,630 shares; 2026Q1: 1,524 shares 1,524 $492K 0.05% -106 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,844 shares; 2025Q4: 2,634 shares; 2026Q1: 2,573 shares 2,573 $488K 0.05% -61 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: not reported; 2025Q1: 2,529 shares; 2025Q2: 3,713 shares; 2025Q3: 3,591 shares; 2025Q4: 3,579 shares; 2026Q1: 3,698 shares 3,698 $484K 0.05% +119 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: 9,982 shares; 2024Q4: 9,597 shares; 2025Q1: 9,367 shares; 2025Q2: 11,068 shares; 2025Q3: 8,551 shares; 2025Q4: 7,115 shares; 2026Q1: 7,224 shares 7,224 $477K 0.05% +109 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: 1,717 shares; 2025Q1: 1,803 shares; 2025Q2: 1,781 shares; 2025Q3: 1,266 shares; 2025Q4: 1,032 shares; 2026Q1: 1,089 shares 1,089 $471K 0.05% +57 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,739 shares; 2025Q3: 2,147 shares; 2025Q4: 2,522 shares; 2026Q1: 2,584 shares 2,584 $471K 0.05% +62 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: 1,212 shares; 2024Q4: 1,395 shares; 2025Q1: not reported; 2025Q2: 1,269 shares; 2025Q3: 1,312 shares; 2025Q4: 1,321 shares; 2026Q1: 1,379 shares 1,379 $466K 0.05% +58 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: 14,606 shares; 2024Q4: 15,985 shares; 2025Q1: 16,156 shares; 2025Q2: 9,739 shares; 2025Q3: 10,985 shares; 2025Q4: 9,846 shares; 2026Q1: 9,535 shares 9,535 $465K 0.05% -311 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,083 shares 1,083 $461K 0.05% new 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: 4,851 shares; 2025Q1: 6,016 shares; 2025Q2: 5,519 shares; 2025Q3: 5,519 shares; 2025Q4: 5,542 shares; 2026Q1: 5,580 shares 5,580 $460K 0.05% +38 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 442 shares; 2025Q4: 582 shares; 2026Q1: 595 shares 595 $460K 0.05% +13 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,136 shares; 2025Q3: 4,790 shares; 2025Q4: 4,693 shares; 2026Q1: 4,693 shares 4,693 $455K 0.05% 0 Timeline BYLD 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: 18,799 shares; 2024Q4: 21,935 shares; 2025Q1: 21,756 shares; 2025Q2: 18,063 shares; 2025Q3: 19,190 shares; 2025Q4: 19,340 shares; 2026Q1: 19,931 shares 19,931 $449K 0.04% +591 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 786 shares; 2025Q1: 1,126 shares; 2025Q2: 802 shares; 2025Q3: 881 shares; 2025Q4: 904 shares; 2026Q1: 912 shares 912 $448K 0.04% +8 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 996 shares; 2025Q1: 1,279 shares; 2025Q2: 1,228 shares; 2025Q3: 1,231 shares; 2025Q4: 1,262 shares; 2026Q1: 1,303 shares 1,303 $448K 0.04% +41 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: 12,277 shares; 2024Q4: 13,569 shares; 2025Q1: 6,821 shares; 2025Q2: 6,423 shares; 2025Q3: not reported; 2025Q4: 9,001 shares; 2026Q1: 15,598 shares 15,598 $448K 0.04% +6,597 Timeline DFLV 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: 12,574 shares; 2024Q4: 12,574 shares; 2025Q1: 12,574 shares; 2025Q2: 12,497 shares; 2025Q3: 12,497 shares; 2025Q4: 12,497 shares; 2026Q1: 12,497 shares 12,497 $446K 0.04% 0 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: 10,429 shares; 2024Q4: 10,736 shares; 2025Q1: 10,429 shares; 2025Q2: 11,870 shares; 2025Q3: 6,906 shares; 2025Q4: 6,906 shares; 2026Q1: 6,351 shares 6,351 $443K 0.04% -555 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: 19,397 shares; 2025Q1: 20,777 shares; 2025Q2: 18,780 shares; 2025Q3: 7,564 shares; 2025Q4: 12,692 shares; 2026Q1: 13,645 shares 13,645 $437K 0.04% +953 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: 1,337 shares; 2025Q1: 1,880 shares; 2025Q2: 1,844 shares; 2025Q3: 877 shares; 2025Q4: 841 shares; 2026Q1: 777 shares 777 $437K 0.04% -64 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,896 shares; 2025Q3: 3,166 shares; 2025Q4: 3,204 shares; 2026Q1: 3,195 shares 3,195 $436K 0.04% -9 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,660 shares; 2025Q4: 2,197 shares; 2026Q1: 2,712 shares 2,712 $433K 0.04% +515 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,371 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares; 2026Q1: 1,324 shares 1,324 $426K 0.04% -7 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,746 shares; 2025Q2: 11,437 shares; 2025Q3: 8,174 shares; 2025Q4: 8,363 shares; 2026Q1: 8,386 shares 8,386 $422K 0.04% +23 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,568 shares; 2025Q1: 2,690 shares; 2025Q2: 2,623 shares; 2025Q3: 2,652 shares; 2025Q4: 2,662 shares; 2026Q1: 2,662 shares 2,662 $419K 0.04% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,214 shares; 2024Q4: 5,283 shares; 2025Q1: 5,810 shares; 2025Q2: 6,003 shares; 2025Q3: 2,740 shares; 2025Q4: 3,490 shares; 2026Q1: 5,038 shares 5,038 $412K 0.04% +1,548 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: 585 shares; 2024Q4: 663 shares; 2025Q1: 665 shares; 2025Q2: 583 shares; 2025Q3: 600 shares; 2025Q4: 594 shares; 2026Q1: 603 shares 603 $412K 0.04% +9 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR 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: 6,354 shares; 2025Q3: 6,375 shares; 2025Q4: 6,617 shares; 2026Q1: 6,546 shares 6,546 $408K 0.04% -71 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: 6,653 shares; 2025Q1: 6,921 shares; 2025Q2: 7,331 shares; 2025Q3: 8,144 shares; 2025Q4: 8,552 shares; 2026Q1: 7,994 shares 7,994 $401K 0.04% -558 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: 3,010 shares; 2024Q4: 3,595 shares; 2025Q1: 7,525 shares; 2025Q2: 7,879 shares; 2025Q3: 3,784 shares; 2025Q4: 3,098 shares; 2026Q1: 3,897 shares 3,897 $400K 0.04% +799 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: not reported; 2025Q1: not reported; 2025Q2: 1,479 shares; 2025Q3: 1,527 shares; 2025Q4: 1,824 shares; 2026Q1: 2,071 shares 2,071 $400K 0.04% +247 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY 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: 751 shares; 2025Q3: 745 shares; 2025Q4: 746 shares; 2026Q1: 763 shares 763 $399K 0.04% +17 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: 1,292 shares; 2025Q1: 843 shares; 2025Q2: 971 shares; 2025Q3: 653 shares; 2025Q4: 647 shares; 2026Q1: 675 shares 675 $397K 0.04% +28 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: 20,455 shares; 2024Q4: 20,427 shares; 2025Q1: 27,021 shares; 2025Q2: 33,645 shares; 2025Q3: 34,862 shares; 2025Q4: 35,113 shares; 2026Q1: 35,203 shares 35,203 $397K 0.04% +90 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: 6,976 shares; 2024Q4: 8,266 shares; 2025Q1: 9,036 shares; 2025Q2: 8,679 shares; 2025Q3: 5,950 shares; 2025Q4: 6,618 shares; 2026Q1: 6,618 shares 6,618 $397K 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: 1,030 shares; 2025Q3: 1,529 shares; 2025Q4: 1,489 shares; 2026Q1: 1,488 shares 1,488 $396K 0.04% -1 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,275 shares; 2024Q4: 19,846 shares; 2025Q1: 22,973 shares; 2025Q2: 19,920 shares; 2025Q3: 20,746 shares; 2025Q4: 21,329 shares; 2026Q1: 22,788 shares 22,788 $387K 0.04% +1,459 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,968 shares; 2024Q4: 3,968 shares; 2025Q1: 3,968 shares; 2025Q2: 3,968 shares; 2025Q3: 3,258 shares; 2025Q4: 3,258 shares; 2026Q1: 3,258 shares 3,258 $386K 0.04% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,120 shares; 2025Q3: 1,121 shares; 2025Q4: 1,152 shares; 2026Q1: 1,199 shares 1,199 $381K 0.04% +47 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 603 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 618 shares; 2026Q1: 618 shares 618 $381K 0.04% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,468 shares; 2025Q1: 2,996 shares; 2025Q2: 3,513 shares; 2025Q3: 3,078 shares; 2025Q4: 2,883 shares; 2026Q1: 2,159 shares 2,159 $379K 0.04% -724 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: 3,583 shares; 2025Q1: not reported; 2025Q2: 5,024 shares; 2025Q3: 4,815 shares; 2025Q4: 5,227 shares; 2026Q1: 5,698 shares 5,698 $379K 0.04% +471 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 998 shares; 2025Q4: 1,028 shares; 2026Q1: 1,103 shares 1,103 $379K 0.04% +75 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,289 shares; 2025Q1: 4,319 shares; 2025Q2: 4,978 shares; 2025Q3: 5,126 shares; 2025Q4: 5,140 shares; 2026Q1: 5,557 shares 5,557 $378K 0.04% +417 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 382 shares; 2025Q3: 414 shares; 2025Q4: 431 shares; 2026Q1: 444 shares 444 $376K 0.04% +13 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: 2,074 shares; 2024Q4: 4,470 shares; 2025Q1: 5,779 shares; 2025Q2: 2,694 shares; 2025Q3: 2,778 shares; 2025Q4: 3,031 shares; 2026Q1: 2,835 shares 2,835 $374K 0.04% -196 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: 39,052 shares; 2024Q4: 42,661 shares; 2025Q1: 43,837 shares; 2025Q2: 42,927 shares; 2025Q3: 43,768 shares; 2025Q4: 44,490 shares; 2026Q1: 46,877 shares 46,877 $372K 0.04% +2,387 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,058 shares; 2026Q1: 1,238 shares 1,238 $367K 0.04% +180 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,361 shares; 2024Q4: 4,577 shares; 2025Q1: 4,540 shares; 2025Q2: 4,955 shares; 2025Q3: 4,693 shares; 2025Q4: 6,288 shares; 2026Q1: 4,549 shares 4,549 $366K 0.04% -1,739 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,643 shares; 2025Q1: 1,877 shares; 2025Q2: 2,177 shares; 2025Q3: 1,627 shares; 2025Q4: 1,502 shares; 2026Q1: 1,460 shares 1,460 $363K 0.04% -42 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,559 shares; 2025Q3: 1,590 shares; 2025Q4: 1,984 shares; 2026Q1: 1,981 shares 1,981 $361K 0.04% -3 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: 1,331 shares; 2024Q4: 4,881 shares; 2025Q1: 4,649 shares; 2025Q2: 3,591 shares; 2025Q3: 1,617 shares; 2025Q4: 1,455 shares; 2026Q1: 1,921 shares 1,921 $359K 0.04% +466 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,047 shares; 2025Q1: 5,256 shares; 2025Q2: 5,364 shares; 2025Q3: 6,697 shares; 2025Q4: 6,205 shares; 2026Q1: 6,232 shares 6,232 $353K 0.04% +27 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: not reported; 2025Q1: 2,200 shares; 2025Q2: 3,302 shares; 2025Q3: not reported; 2025Q4: 3,606 shares; 2026Q1: 3,541 shares 3,541 $348K 0.03% -65 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: 2,489 shares; 2025Q1: 2,488 shares; 2025Q2: 2,466 shares; 2025Q3: 2,586 shares; 2025Q4: 2,628 shares; 2026Q1: 2,752 shares 2,752 $348K 0.03% +124 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: 3,737 shares; 2025Q1: 1,864 shares; 2025Q2: 2,433 shares; 2025Q3: 2,224 shares; 2025Q4: 2,013 shares; 2026Q1: 2,103 shares 2,103 $348K 0.03% +90 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: 648 shares; 2025Q1: 690 shares; 2025Q2: 9,180 shares; 2025Q3: 4,592 shares; 2025Q4: 4,711 shares; 2026Q1: 3,756 shares 3,756 $347K 0.03% -955 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: 3,696 shares; 2025Q1: 3,833 shares; 2025Q2: 3,944 shares; 2025Q3: 4,024 shares; 2025Q4: 4,038 shares; 2026Q1: 4,230 shares 4,230 $347K 0.03% +192 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,287 shares; 2024Q4: not reported; 2025Q1: 819 shares; 2025Q2: 998 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,294 shares 1,294 $345K 0.03% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,235 shares; 2025Q1: 22,897 shares; 2025Q2: 22,912 shares; 2025Q3: 23,105 shares; 2025Q4: 23,121 shares; 2026Q1: 23,149 shares 23,149 $345K 0.03% +28 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,615 shares; 2025Q1: 1,728 shares; 2025Q2: 1,959 shares; 2025Q3: 1,687 shares; 2025Q4: 1,839 shares; 2026Q1: 1,722 shares 1,722 $344K 0.03% -117 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,886 shares; 2025Q2: 3,302 shares; 2025Q3: 3,356 shares; 2025Q4: 3,347 shares; 2026Q1: 3,648 shares 3,648 $343K 0.03% +301 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: 675 shares; 2024Q4: 775 shares; 2025Q1: 822 shares; 2025Q2: 812 shares; 2025Q3: 816 shares; 2025Q4: 805 shares; 2026Q1: 957 shares 957 $342K 0.03% +152 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: not reported; 2025Q1: 1,324 shares; 2025Q2: 1,277 shares; 2025Q3: 1,080 shares; 2025Q4: 1,005 shares; 2026Q1: 820 shares 820 $342K 0.03% -185 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: 2,186 shares; 2024Q4: 2,346 shares; 2025Q1: 2,464 shares; 2025Q2: 2,535 shares; 2025Q3: 2,025 shares; 2025Q4: 2,014 shares; 2026Q1: 1,478 shares 1,478 $341K 0.03% -536 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,833 shares; 2025Q4: 6,244 shares; 2026Q1: 6,541 shares 6,541 $340K 0.03% +297 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: 3,669 shares; 2025Q1: 1,503 shares; 2025Q2: 1,506 shares; 2025Q3: 1,499 shares; 2025Q4: not reported; 2026Q1: 1,748 shares 1,748 $339K 0.03% new 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: 1,195 shares; 2024Q4: 1,290 shares; 2025Q1: 1,195 shares; 2025Q2: 1,195 shares; 2025Q3: 1,135 shares; 2025Q4: 1,177 shares; 2026Q1: 1,177 shares 1,177 $338K 0.03% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,057 shares; 2025Q4: 6,040 shares; 2026Q1: 6,088 shares 6,088 $336K 0.03% +48 Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,046 shares; 2024Q4: 6,046 shares; 2025Q1: 6,046 shares; 2025Q2: 5,811 shares; 2025Q3: 5,699 shares; 2025Q4: 5,699 shares; 2026Q1: 6,415 shares 6,415 $334K 0.03% +716 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,164 shares; 2025Q4: 2,187 shares; 2026Q1: 2,124 shares 2,124 $334K 0.03% -63 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 1,043 shares; 2025Q1: 1,043 shares; 2025Q2: 1,316 shares; 2025Q3: 1,316 shares; 2025Q4: 1,381 shares; 2026Q1: 1,381 shares 1,381 $331K 0.03% 0 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: 2,592 shares; 2024Q4: 3,571 shares; 2025Q1: 3,770 shares; 2025Q2: 3,691 shares; 2025Q3: 2,965 shares; 2025Q4: 3,066 shares; 2026Q1: 2,273 shares 2,273 $330K 0.03% -793 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 336 shares 336 $329K 0.03% new 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: 2,564 shares; 2025Q1: not reported; 2025Q2: 3,150 shares; 2025Q3: 3,197 shares; 2025Q4: 3,384 shares; 2026Q1: 3,497 shares 3,497 $322K 0.03% +113 Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 6,127 shares; 2025Q4: 6,482 shares; 2026Q1: 5,942 shares 5,942 $317K 0.03% -540 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: 3,924 shares; 2025Q1: 3,898 shares; 2025Q2: 3,898 shares; 2025Q3: 2,851 shares; 2025Q4: 2,851 shares; 2026Q1: 2,796 shares 2,796 $316K 0.03% -55 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,608 shares 2,608 $316K 0.03% new Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,090 shares; 2024Q4: 9,829 shares; 2025Q1: 9,333 shares; 2025Q2: 7,879 shares; 2025Q3: 7,688 shares; 2025Q4: 7,743 shares; 2026Q1: 7,866 shares 7,866 $313K 0.03% +123 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,355 shares; 2025Q3: 1,385 shares; 2025Q4: 1,348 shares; 2026Q1: 1,335 shares 1,335 $311K 0.03% -13 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: 2,842 shares; 2024Q4: 3,941 shares; 2025Q1: 3,621 shares; 2025Q2: 3,374 shares; 2025Q3: 3,177 shares; 2025Q4: 3,353 shares; 2026Q1: 3,221 shares 3,221 $310K 0.03% -132 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,009 shares; 2025Q4: 1,410 shares; 2026Q1: 1,789 shares 1,789 $310K 0.03% +379 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: 505 shares; 2025Q1: not reported; 2025Q2: 472 shares; 2025Q3: 334 shares; 2025Q4: 367 shares; 2026Q1: 420 shares 420 $310K 0.03% +53 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,050 shares; 2025Q3: not reported; 2025Q4: 2,149 shares; 2026Q1: 1,874 shares 1,874 $309K 0.03% -275 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,175 shares; 2025Q4: 2,311 shares; 2026Q1: 2,593 shares 2,593 $308K 0.03% +282 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: not reported; 2025Q1: not reported; 2025Q2: 1,457 shares; 2025Q3: 1,533 shares; 2025Q4: 1,595 shares; 2026Q1: 1,322 shares 1,322 $305K 0.03% -273 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: 3,906 shares; 2024Q4: 4,129 shares; 2025Q1: 4,124 shares; 2025Q2: 4,251 shares; 2025Q3: 4,313 shares; 2025Q4: 4,305 shares; 2026Q1: 4,180 shares 4,180 $302K 0.03% -125 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,439 shares 1,439 $302K 0.03% new Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,586 shares; 2025Q1: 18,203 shares; 2025Q2: 20,094 shares; 2025Q3: 23,796 shares; 2025Q4: 16,002 shares; 2026Q1: 16,170 shares 16,170 $299K 0.03% +168 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,196 shares; 2025Q1: not reported; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 1,198 shares; 2026Q1: 1,197 shares 1,197 $299K 0.03% -1 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,747 shares; 2025Q3: 2,798 shares; 2025Q4: 3,357 shares; 2026Q1: 3,387 shares 3,387 $297K 0.03% +30 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,177 shares; 2025Q2: 13,888 shares; 2025Q3: 13,917 shares; 2025Q4: 13,671 shares; 2026Q1: 13,671 shares 13,671 $296K 0.03% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,648 shares; 2026Q1: 5,060 shares 5,060 $296K 0.03% +1,412 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,102 shares; 2025Q3: 1,111 shares; 2025Q4: 1,153 shares; 2026Q1: 1,186 shares 1,186 $295K 0.03% +33 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,280 shares; 2025Q3: 1,136 shares; 2025Q4: 1,172 shares; 2026Q1: 1,158 shares 1,158 $295K 0.03% -14 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: 953 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 770 shares; 2026Q1: 770 shares 770 $293K 0.03% 0 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,903 shares; 2024Q4: 9,903 shares; 2025Q1: 9,260 shares; 2025Q2: 7,667 shares; 2025Q3: 7,667 shares; 2025Q4: 7,314 shares; 2026Q1: 7,314 shares 7,314 $288K 0.03% 0 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: 5,719 shares; 2025Q1: 11,072 shares; 2025Q2: 8,705 shares; 2025Q3: 5,443 shares; 2025Q4: 5,239 shares; 2026Q1: 3,323 shares 3,323 $288K 0.03% -1,916 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,161 shares; 2025Q1: 1,598 shares; 2025Q2: 1,244 shares; 2025Q3: 1,294 shares; 2025Q4: 1,071 shares; 2026Q1: 1,239 shares 1,239 $287K 0.03% +168 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,111 shares 2,111 $287K 0.03% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,809 shares; 2024Q4: 2,809 shares; 2025Q1: 2,809 shares; 2025Q2: 2,809 shares; 2025Q3: 2,809 shares; 2025Q4: 2,977 shares; 2026Q1: 3,081 shares 3,081 $286K 0.03% +104 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: 2,476 shares; 2025Q1: not reported; 2025Q2: 2,550 shares; 2025Q3: 3,244 shares; 2025Q4: 2,825 shares; 2026Q1: 2,829 shares 2,829 $284K 0.03% +4 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,522 shares; 2025Q2: 2,496 shares; 2025Q3: 2,528 shares; 2025Q4: 2,479 shares; 2026Q1: 2,513 shares 2,513 $282K 0.03% +34 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 856 shares; 2025Q1: 681 shares; 2025Q2: 1,091 shares; 2025Q3: 1,904 shares; 2025Q4: not reported; 2026Q1: 2,111 shares 2,111 $281K 0.03% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,480 shares; 2025Q4: 1,553 shares; 2026Q1: 721 shares 721 $280K 0.03% -832 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,598 shares; 2025Q2: 2,923 shares; 2025Q3: 2,566 shares; 2025Q4: 2,586 shares; 2026Q1: 2,725 shares 2,725 $276K 0.03% +139 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,439 shares; 2024Q4: 21,555 shares; 2025Q1: 26,102 shares; 2025Q2: 22,180 shares; 2025Q3: 22,261 shares; 2025Q4: 22,305 shares; 2026Q1: 22,336 shares 22,336 $274K 0.03% +31 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,761 shares; 2025Q3: 1,817 shares; 2025Q4: 1,927 shares; 2026Q1: 1,962 shares 1,962 $274K 0.03% +35 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,340 shares; 2025Q1: 1,340 shares; 2025Q2: 1,340 shares; 2025Q3: 1,286 shares; 2025Q4: 1,286 shares; 2026Q1: 1,286 shares 1,286 $272K 0.03% 0 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: 610 shares; 2024Q4: 2,395 shares; 2025Q1: 1,404 shares; 2025Q2: 711 shares; 2025Q3: 1,427 shares; 2025Q4: 2,118 shares; 2026Q1: 1,369 shares 1,369 $271K 0.03% -749 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,013 shares; 2025Q4: 1,994 shares; 2026Q1: 2,063 shares 2,063 $270K 0.03% +69 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: 6,952 shares; 2024Q4: 21,483 shares; 2025Q1: 14,559 shares; 2025Q2: 10,718 shares; 2025Q3: 11,981 shares; 2025Q4: 8,965 shares; 2026Q1: 9,424 shares 9,424 $265K 0.03% +459 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,002 shares; 2025Q4: 1,088 shares; 2026Q1: 1,264 shares 1,264 $262K 0.03% +176 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: not reported; 2025Q1: 2,093 shares; 2025Q2: 2,729 shares; 2025Q3: 1,155 shares; 2025Q4: 700 shares; 2026Q1: 743 shares 743 $261K 0.03% +43 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,572 shares 1,572 $261K 0.03% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,832 shares; 2025Q1: 15,006 shares; 2025Q2: 12,985 shares; 2025Q3: 7,236 shares; 2025Q4: 5,299 shares; 2026Q1: 5,382 shares 5,382 $260K 0.03% +83 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: 12,177 shares; 2025Q1: 10,373 shares; 2025Q2: 9,622 shares; 2025Q3: 6,506 shares; 2025Q4: 2,784 shares; 2026Q1: 3,598 shares 3,598 $259K 0.03% +814 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,125 shares; 2024Q4: 17,274 shares; 2025Q1: 19,347 shares; 2025Q2: 17,773 shares; 2025Q3: 12,102 shares; 2025Q4: 12,006 shares; 2026Q1: 12,096 shares 12,096 $256K 0.03% +90 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,758 shares; 2025Q4: 2,039 shares; 2026Q1: 1,942 shares 1,942 $256K 0.03% -97 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,065 shares; 2025Q2: 7,093 shares; 2025Q3: 7,057 shares; 2025Q4: 7,040 shares; 2026Q1: 7,016 shares 7,016 $256K 0.03% -24 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,803 shares; 2025Q2: not reported; 2025Q3: 2,163 shares; 2025Q4: 2,214 shares; 2026Q1: 2,410 shares 2,410 $253K 0.03% +196 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,826 shares; 2025Q1: 2,583 shares; 2025Q2: 6,950 shares; 2025Q3: not reported; 2025Q4: 6,997 shares; 2026Q1: 6,087 shares 6,087 $253K 0.03% -910 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 885 shares; 2026Q1: 715 shares 715 $253K 0.03% -170 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 5,050 shares; 2025Q3: 5,050 shares; 2025Q4: 5,862 shares; 2026Q1: 5,862 shares 5,862 $253K 0.03% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,706 shares; 2025Q4: 1,708 shares; 2026Q1: 1,711 shares 1,711 $252K 0.03% +3 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,100 shares; 2025Q2: 4,444 shares; 2025Q3: 3,884 shares; 2025Q4: 3,909 shares; 2026Q1: 3,485 shares 3,485 $250K 0.03% -424 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: 4,301 shares; 2024Q4: 4,301 shares; 2025Q1: 5,229 shares; 2025Q2: 5,229 shares; 2025Q3: 5,229 shares; 2025Q4: 5,402 shares; 2026Q1: 5,402 shares 5,402 $250K 0.02% 0 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 774 shares; 2025Q4: 824 shares; 2026Q1: 1,017 shares 1,017 $249K 0.02% +193 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,098 shares 1,098 $248K 0.02% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,239 shares; 2025Q2: 6,500 shares; 2025Q3: 5,339 shares; 2025Q4: 6,414 shares; 2026Q1: 5,768 shares 5,768 $247K 0.02% -646 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 888 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,257 shares; 2025Q4: 1,618 shares; 2026Q1: 1,559 shares 1,559 $245K 0.02% -59 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: not reported; 2025Q1: not reported; 2025Q2: 2,967 shares; 2025Q3: not reported; 2025Q4: 2,696 shares; 2026Q1: 2,639 shares 2,639 $245K 0.02% -57 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 781 shares; 2024Q4: 781 shares; 2025Q1: 781 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 781 shares; 2026Q1: 781 shares 781 $244K 0.02% 0 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,872 shares; 2024Q4: 19,043 shares; 2025Q1: 18,269 shares; 2025Q2: 18,269 shares; 2025Q3: 18,647 shares; 2025Q4: 19,253 shares; 2026Q1: 20,134 shares 20,134 $243K 0.02% +881 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,508 shares; 2026Q1: 1,533 shares 1,533 $243K 0.02% +25 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,744 shares; 2024Q4: 1,663 shares; 2025Q1: 1,663 shares; 2025Q2: 8,803 shares; 2025Q3: 1,664 shares; 2025Q4: 1,664 shares; 2026Q1: 1,664 shares 1,664 $243K 0.02% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,456 shares; 2025Q1: 1,315 shares; 2025Q2: 791 shares; 2025Q3: 799 shares; 2025Q4: 796 shares; 2026Q1: 796 shares 796 $242K 0.02% 0 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,238 shares; 2025Q1: 8,651 shares; 2025Q2: 7,650 shares; 2025Q3: 4,721 shares; 2025Q4: 4,464 shares; 2026Q1: 3,485 shares 3,485 $241K 0.02% -979 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 13 shares; 2025Q1: 2 shares; 2025Q2: 1,152 shares; 2025Q3: 1,152 shares; 2025Q4: 1,200 shares; 2026Q1: 1,252 shares 1,252 $240K 0.02% +52 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES 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: 738 shares 738 $240K 0.02% new Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,466 shares; 2025Q2: not reported; 2025Q3: 4,592 shares; 2025Q4: 4,521 shares; 2026Q1: 4,235 shares 4,235 $239K 0.02% -286 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,357 shares; 2026Q1: 1,398 shares 1,398 $236K 0.02% +41 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,262 shares; 2026Q1: 4,544 shares 4,544 $236K 0.02% +282 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: 1,619 shares; 2025Q1: not reported; 2025Q2: 1,368 shares; 2025Q3: 1,509 shares; 2025Q4: 1,652 shares; 2026Q1: 1,377 shares 1,377 $235K 0.02% -275 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,662 shares 3,662 $235K 0.02% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: not reported; 2025Q1: 2,738 shares; 2025Q2: 4,460 shares; 2025Q3: 4,452 shares; 2025Q4: not reported; 2026Q1: 5,120 shares 5,120 $235K 0.02% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,600 shares; 2024Q4: 6,754 shares; 2025Q1: 7,154 shares; 2025Q2: 6,492 shares; 2025Q3: 6,657 shares; 2025Q4: 6,712 shares; 2026Q1: 6,588 shares 6,588 $234K 0.02% -124 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,720 shares; 2026Q1: 2,528 shares 2,528 $231K 0.02% +808 Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 747 shares; 2025Q4: 759 shares; 2026Q1: 773 shares 773 $231K 0.02% +14 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,379 shares; 2024Q4: 1,491 shares; 2025Q1: 1,479 shares; 2025Q2: 1,479 shares; 2025Q3: 1,479 shares; 2025Q4: 2,336 shares; 2026Q1: 2,106 shares 2,106 $230K 0.02% -230 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,341 shares; 2024Q4: 15,341 shares; 2025Q1: 15,341 shares; 2025Q2: 15,341 shares; 2025Q3: 15,341 shares; 2025Q4: 15,341 shares; 2026Q1: 11,873 shares 11,873 $229K 0.02% -3,468 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,186 shares; 2025Q1: 7,911 shares; 2025Q2: 7,793 shares; 2025Q3: 7,534 shares; 2025Q4: 7,627 shares; 2026Q1: 4,029 shares 4,029 $228K 0.02% -3,598 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,496 shares; 2025Q4: not reported; 2026Q1: 1,379 shares 1,379 $226K 0.02% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,261 shares; 2025Q2: 2,288 shares; 2025Q3: not reported; 2025Q4: 363 shares; 2026Q1: 489 shares 489 $225K 0.02% +126 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,455 shares 3,455 $225K 0.02% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,749 shares; 2025Q4: 2,095 shares; 2026Q1: 1,636 shares 1,636 $225K 0.02% -459 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: 1,632 shares; 2025Q1: 2,023 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 912 shares 912 $223K 0.02% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,007 shares 2,007 $222K 0.02% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 1,602 shares; 2025Q1: 1,705 shares; 2025Q2: 1,783 shares; 2025Q3: 1,718 shares; 2025Q4: 1,885 shares; 2026Q1: 1,121 shares 1,121 $222K 0.02% -764 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,169 shares; 2025Q2: 17,496 shares; 2025Q3: 17,496 shares; 2025Q4: 18,187 shares; 2026Q1: 14,146 shares 14,146 $221K 0.02% -4,041 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,025 shares; 2026Q1: 1,061 shares 1,061 $221K 0.02% +36 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,067 shares 1,067 $220K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,870 shares 1,870 $220K 0.02% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 311 shares; 2025Q3: not reported; 2025Q4: 253 shares; 2026Q1: 253 shares 253 $219K 0.02% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,881 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,456 shares 3,456 $217K 0.02% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,390 shares; 2025Q4: 9,447 shares; 2026Q1: 9,492 shares 9,492 $216K 0.02% +45 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,540 shares; 2025Q1: 12,416 shares; 2025Q2: 12,412 shares; 2025Q3: 12,560 shares; 2025Q4: 12,463 shares; 2026Q1: 10,388 shares 10,388 $215K 0.02% -2,075 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,695 shares; 2025Q4: not reported; 2026Q1: 1,150 shares 1,150 $211K 0.02% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,371 shares; 2025Q1: 1,562 shares; 2025Q2: 1,893 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,274 shares 1,274 $210K 0.02% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,373 shares 1,373 $210K 0.02% new Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly 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: 2,885 shares 2,885 $209K 0.02% new Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,714 shares; 2025Q3: 1,724 shares; 2025Q4: 1,629 shares; 2026Q1: 1,568 shares 1,568 $209K 0.02% -61 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: not reported; 2025Q1: 1,796 shares; 2025Q2: 1,717 shares; 2025Q3: 1,711 shares; 2025Q4: 1,876 shares; 2026Q1: 1,619 shares 1,619 $209K 0.02% -257 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: 4,451 shares; 2024Q4: 4,269 shares; 2025Q1: 4,243 shares; 2025Q2: 4,246 shares; 2025Q3: 4,245 shares; 2025Q4: 4,122 shares; 2026Q1: 4,100 shares 4,100 $208K 0.02% -22 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 436 shares; 2026Q1: 437 shares 437 $207K 0.02% +1 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 8,208 shares; 2025Q1: 8,208 shares; 2025Q2: 9,978 shares; 2025Q3: 8,037 shares; 2025Q4: 8,037 shares; 2026Q1: 8,037 shares 8,037 $206K 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,453 shares 2,453 $205K 0.02% new Timeline FBDC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,809 shares; 2025Q4: 11,809 shares; 2026Q1: 12,069 shares 12,069 $205K 0.02% +260 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 496 shares; 2025Q1: 921 shares; 2025Q2: 507 shares; 2025Q3: 390 shares; 2025Q4: not reported; 2026Q1: 379 shares 379 $204K 0.02% new Timeline DFEM 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: 8,374 shares; 2024Q4: 7,583 shares; 2025Q1: 7,584 shares; 2025Q2: 7,587 shares; 2025Q3: 7,590 shares; 2025Q4: 5,888 shares; 2026Q1: 5,888 shares 5,888 $203K 0.02% 0 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,739 shares; 2026Q1: 7,739 shares 7,739 $203K 0.02% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,054 shares; 2025Q3: 11,375 shares; 2025Q4: not reported; 2026Q1: 5,370 shares 5,370 $203K 0.02% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67 shares; 2025Q1: 61 shares; 2025Q2: 83 shares; 2025Q3: 86 shares; 2025Q4: 64 shares; 2026Q1: 60 shares 60 $203K 0.02% -4 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,932 shares 4,932 $202K 0.02% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 820 shares; 2025Q1: 802 shares; 2025Q2: 858 shares; 2025Q3: 824 shares; 2025Q4: 807 shares; 2026Q1: 995 shares 995 $202K 0.02% +188 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,859 shares 1,859 $201K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,237 shares 1,237 $201K 0.02% new Timeline PEN PENUMBRA INC More: the full row for PENUMBRA 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: 661 shares; 2026Q1: 612 shares 612 $201K 0.02% -49 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 998 shares; 2026Q1: 982 shares 982 $200K 0.02% -16 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: 527 shares; 2024Q4: 527 shares; 2025Q1: 527 shares; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 695 shares; 2026Q1: 920 shares 920 $197K 0.02% +225 Timeline S SENTINELONE INC More: the full row for SENTINELONE 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: 14,599 shares 14,599 $188K 0.02% new 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: 679 shares; 2024Q4: 705 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 1,358 shares; 2026Q1: 1,358 shares 1,358 $180K 0.02% 0 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: 1,396 shares; 2024Q4: 1,256 shares; 2025Q1: 1,256 shares; 2025Q2: 1,256 shares; 2025Q3: 1,256 shares; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares 1,256 $179K 0.02% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,120 shares; 2025Q1: 1,070 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: 1,015 shares 1,015 $168K 0.02% -20 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,602 shares; 2025Q1: 1,493 shares; 2025Q2: 1,493 shares; 2025Q3: 1,493 shares; 2025Q4: 1,067 shares; 2026Q1: 1,000 shares 1,000 $162K 0.02% -67 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: 237 shares; 2024Q4: 245 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 359 shares; 2026Q1: 359 shares 359 $153K 0.02% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,732 shares; 2025Q3: 1,732 shares; 2025Q4: 3,464 shares; 2026Q1: 3,464 shares 3,464 $144K 0.01% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51 shares; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: not reported; 2026Q1: 221 shares 221 $144K 0.01% new 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: 180 shares; 2024Q4: 190 shares; 2025Q1: 948 shares; 2025Q2: 869 shares; 2025Q3: 869 shares; 2025Q4: 869 shares; 2026Q1: 547 shares 547 $143K 0.01% -322 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,505 shares; 2024Q4: 11,743 shares; 2025Q1: 11,987 shares; 2025Q2: 12,232 shares; 2025Q3: 12,476 shares; 2025Q4: 12,719 shares; 2026Q1: 12,963 shares 12,963 $134K 0.01% +244 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: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 302 shares 302 $132K 0.01% -51 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,366 shares; 2025Q1: 16,241 shares; 2025Q2: 14,039 shares; 2025Q3: 14,250 shares; 2025Q4: 15,238 shares; 2026Q1: 16,036 shares 16,036 $127K 0.01% +798 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: 1,383 shares; 2024Q4: 1,553 shares; 2025Q1: 1,530 shares; 2025Q2: 1,515 shares; 2025Q3: 1,461 shares; 2025Q4: 981 shares; 2026Q1: 853 shares 853 $125K 0.01% -128 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $121K 0.01% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $118K 0.01% new Timeline EMXC 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: 1,672 shares; 2024Q4: 1,672 shares; 2025Q1: 1,747 shares; 2025Q2: 1,747 shares; 2025Q3: 1,747 shares; 2025Q4: 1,577 shares; 2026Q1: 1,484 shares 1,484 $117K 0.01% -93 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,247 shares; 2024Q4: 1,247 shares; 2025Q1: 1,247 shares; 2025Q2: 1,247 shares; 2025Q3: 1,247 shares; 2025Q4: 1,625 shares; 2026Q1: 1,625 shares 1,625 $115K 0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 4,299 shares; 2025Q1: 4,299 shares; 2025Q2: 4,316 shares; 2025Q3: 4,316 shares; 2025Q4: 3,841 shares; 2026Q1: 3,679 shares 3,679 $114K 0.01% -162 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: 500 shares; 2024Q4: 511 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $109K 0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,550 shares 2,550 $109K 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: 2,013 shares; 2024Q4: 1,391 shares; 2025Q1: 1,391 shares; 2025Q2: 1,391 shares; 2025Q3: 1,391 shares; 2025Q4: 527 shares; 2026Q1: 527 shares 527 $108K 0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,720 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,796 shares 1,796 $107K 0.01% new Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,878 shares; 2024Q4: 2,344 shares; 2025Q1: 2,344 shares; 2025Q2: 1,539 shares; 2025Q3: 1,654 shares; 2025Q4: 1,654 shares; 2026Q1: 1,654 shares 1,654 $103K 0.01% 0 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 716 shares; 2025Q3: 716 shares; 2025Q4: 933 shares; 2026Q1: 933 shares 933 $100K 0.01% 0 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: 140 shares; 2024Q4: 140 shares; 2025Q1: 246 shares; 2025Q2: 246 shares; 2025Q3: 418 shares; 2025Q4: 318 shares; 2026Q1: 318 shares 318 $99.8K 0.01% 0 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,102 shares; 2024Q4: 14,486 shares; 2025Q1: 11,185 shares; 2025Q2: 11,476 shares; 2025Q3: 11,751 shares; 2025Q4: 12,034 shares; 2026Q1: 17,424 shares 17,424 $97.6K 0.01% +5,390 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,378 shares; 2024Q4: 31,414 shares; 2025Q1: 21,082 shares; 2025Q2: 23,850 shares; 2025Q3: 14,913 shares; 2025Q4: 16,759 shares; 2026Q1: 41,598 shares 41,598 $88.2K 0.01% +24,839 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: 676 shares; 2024Q4: 676 shares; 2025Q1: 676 shares; 2025Q2: 676 shares; 2025Q3: 676 shares; 2025Q4: 676 shares; 2026Q1: 676 shares 676 $86.6K 0.01% 0 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: 25,251 shares; 2024Q4: not reported; 2025Q1: 10,416 shares; 2025Q2: 13,555 shares; 2025Q3: 15,864 shares; 2025Q4: 16,794 shares; 2026Q1: 16,794 shares 16,794 $84.5K 0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 454 shares 454 $82.3K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 553 shares; 2025Q4: not reported; 2026Q1: 553 shares 553 $80.7K 0.01% new Timeline FNDX 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: 963 shares; 2024Q4: 2,889 shares; 2025Q1: 2,889 shares; 2025Q2: 5,562 shares; 2025Q3: 2,889 shares; 2025Q4: 2,889 shares; 2026Q1: 2,889 shares 2,889 $80.5K 0.01% 0 Timeline DFIV 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: 616 shares; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares; 2025Q4: 1,444 shares; 2026Q1: 1,444 shares 1,444 $76.2K 0.01% 0 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: 266 shares; 2024Q4: 266 shares; 2025Q1: 366 shares; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 299 shares; 2026Q1: 299 shares 299 $74.2K 0.01% 0 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 421 shares 421 $70.4K 0.01% new Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 1,373 shares; 2025Q1: 1,231 shares; 2025Q2: 1,231 shares; 2025Q3: 815 shares; 2025Q4: 815 shares; 2026Q1: 929 shares 929 $70.1K 0.01% +114 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: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 178 shares 178 $63.3K 0.01% 0 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 1,928 shares; 2025Q1: 1,928 shares; 2025Q2: 2,111 shares; 2025Q3: 1,513 shares; 2025Q4: 1,513 shares; 2026Q1: 1,513 shares 1,513 $63.2K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,217 shares; 2025Q1: 1,183 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,183 shares; 2026Q1: 1,183 shares 1,183 $58.4K 0.01% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,322 shares; 2025Q1: 1,327 shares; 2025Q2: 1,335 shares; 2025Q3: 1,344 shares; 2025Q4: 679 shares; 2026Q1: 682 shares 682 $47.8K <0.01% +3 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: 67 shares; 2024Q4: 161 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 228 shares; 2026Q1: 228 shares 228 $44.7K <0.01% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 894 shares; 2025Q1: 894 shares; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: 894 shares; 2026Q1: 894 shares 894 $43.3K <0.01% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 482 shares; 2025Q1: 507 shares; 2025Q2: 508 shares; 2025Q3: 508 shares; 2025Q4: 462 shares; 2026Q1: 462 shares 462 $42.6K <0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 442 shares; 2026Q1: 566 shares 566 $42.6K <0.01% +124 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL 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: 12,124 shares 12,124 $41.6K <0.01% new Timeline FNDE 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: 1,066 shares; 2024Q4: 1,066 shares; 2025Q1: 1,066 shares; 2025Q2: 2,290 shares; 2025Q3: 1,066 shares; 2025Q4: 1,066 shares; 2026Q1: 1,066 shares 1,066 $40.8K <0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,991 shares; 2024Q4: 1,873 shares; 2025Q1: 2,306 shares; 2025Q2: 2,306 shares; 2025Q3: 2,112 shares; 2025Q4: 2,112 shares; 2026Q1: 433 shares 433 $39.6K <0.01% -1,679 Timeline DFSB 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: 189 shares; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 299 shares; 2026Q1: 682 shares 682 $35.3K <0.01% +383 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,316 shares 1,316 $34.6K <0.01% new Timeline JPIN 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: 843 shares; 2024Q4: 843 shares; 2025Q1: 843 shares; 2025Q2: 843 shares; 2025Q3: 531 shares; 2025Q4: 466 shares; 2026Q1: 466 shares 466 $33.2K <0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $32.8K <0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 607 shares; 2025Q1: 409 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 334 shares; 2026Q1: 334 shares 334 $32.4K <0.01% 0 Timeline MXI 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: 287 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 298 shares; 2026Q1: 298 shares 298 $31.6K <0.01% 0 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: 554 shares; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 3,531 shares; 2025Q3: 3,385 shares; 2025Q4: 455 shares; 2026Q1: 455 shares 455 $30.7K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 281 shares; 2026Q1: 281 shares 281 $28.3K <0.01% 0 Timeline IXC 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: 627 shares; 2024Q4: 627 shares; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $27.4K <0.01% 0 Timeline SOXX 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: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares 83 $27.4K <0.01% 0 Timeline EFV 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: 23 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 362 shares; 2026Q1: 362 shares 362 $26.9K <0.01% 0 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 594 shares; 2025Q2: 470 shares; 2025Q3: 471 shares; 2025Q4: 472 shares; 2026Q1: 473 shares 473 $24.7K <0.01% +1 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 405 shares 405 $24.2K <0.01% new 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: 1,413 shares; 2024Q4: 1,413 shares; 2025Q1: 1,413 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 948 shares 948 $23.8K <0.01% 0 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 214 shares; 2026Q1: 169 shares 169 $21K <0.01% -45 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 305 shares 305 $19.9K <0.01% new Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195 shares 195 $19.3K <0.01% new Timeline IMCB 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: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 228 shares 228 $19K <0.01% 0 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 178 shares 178 $18.1K <0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 254 shares 254 $18.1K <0.01% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 295 shares; 2026Q1: 295 shares 295 $13.5K <0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 167 shares 167 $12.8K <0.01% new 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: 42 shares; 2024Q4: 528 shares; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 234 shares; 2026Q1: 234 shares 234 $12.6K <0.01% 0 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: 135 shares; 2024Q4: 531 shares; 2025Q1: 584 shares; 2025Q2: 1,133 shares; 2025Q3: 970 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101 $12.6K <0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105 shares 105 $11.6K <0.01% new 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: 35,000 shares; 2024Q4: 14 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 276 shares; 2026Q1: 248 shares 248 $11.4K <0.01% -28 Timeline JEPI 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $11.3K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 98 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 98 shares 98 $9.82K <0.01% new 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: 7,668 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120 shares 120 $9.51K <0.01% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $9.05K <0.01% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81 shares 81 $7.93K <0.01% new Timeline SMMV 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: 175 shares; 2026Q1: 175 shares 175 $7.63K <0.01% 0 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 338 shares; 2026Q1: 338 shares 338 $7.55K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $5.68K <0.01% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43 shares 43 $4.45K <0.01% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52 shares 52 $4.3K <0.01% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28 shares 28 $2.66K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 789 shares; 2025Q4: not reported; 2026Q1: 75 shares 75 $2.27K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $1.96K <0.01% 0 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $1.56K <0.01% 0 Timeline IYH 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: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $1.54K <0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42 shares 42 $1.26K <0.01% new Timeline GABELLI EQUITY TR INC GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR 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: 16,990 shares 16,990 $119 <0.01% new XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 0 shares; 2025Q4: not reported; 2026Q1: 0 shares 0 $0 0% new Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline