SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511,683 shares; 2024Q4: 513,315 shares; 2025Q1: 7,550 shares; 2025Q2: 623,067 shares; 2025Q3: 613,240 shares; 2025Q4: 591,817 shares; 2026Q1: 481,279 shares 481,279 $37.5M 4.97% -110,538 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: 216,448 shares; 2024Q4: 245,962 shares; 2025Q1: 116,550 shares; 2025Q2: 224,641 shares; 2025Q3: 234,249 shares; 2025Q4: 179,194 shares; 2026Q1: 183,023 shares 183,023 $31.2M 4.14% +3,829 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: 328,149 shares; 2024Q4: 331,981 shares; 2025Q1: 115,099 shares; 2025Q2: 302,628 shares; 2025Q3: 324,684 shares; 2025Q4: 279,293 shares; 2026Q1: 274,823 shares 274,823 $26.5M 3.5% -4,470 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,922 shares; 2024Q4: 191,484 shares; 2025Q1: 6,572 shares; 2025Q2: 212,876 shares; 2025Q3: 221,398 shares; 2025Q4: 227,230 shares; 2026Q1: 305,877 shares 305,877 $25.5M 3.37% +78,647 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,152 shares; 2024Q4: 289,009 shares; 2025Q1: 9,379 shares; 2025Q2: 301,656 shares; 2025Q3: 326,262 shares; 2025Q4: 330,237 shares; 2026Q1: 411,953 shares 411,953 $20.4M 2.7% +81,716 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: 80,434 shares; 2024Q4: 76,531 shares; 2025Q1: 28,983 shares; 2025Q2: 94,026 shares; 2025Q3: 94,275 shares; 2025Q4: 74,309 shares; 2026Q1: 77,587 shares 77,587 $19.3M 2.56% +3,278 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: 78,424 shares; 2024Q4: 74,633 shares; 2025Q1: 19,349 shares; 2025Q2: 89,024 shares; 2025Q3: 90,830 shares; 2025Q4: 77,922 shares; 2026Q1: 83,383 shares 83,383 $17.2M 2.28% +5,461 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: 29,711 shares; 2024Q4: 29,760 shares; 2025Q1: not reported; 2025Q2: 40,113 shares; 2025Q3: 39,276 shares; 2025Q4: 41,027 shares; 2026Q1: 40,140 shares 40,140 $17M 2.25% -887 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: 45,697 shares; 2024Q4: 44,244 shares; 2025Q1: 10,595 shares; 2025Q2: 55,541 shares; 2025Q3: 51,880 shares; 2025Q4: 43,493 shares; 2026Q1: 45,978 shares 45,978 $16.8M 2.22% +2,485 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,028 shares; 2025Q1: 61,340 shares; 2025Q2: 466,916 shares; 2025Q3: 530,507 shares; 2025Q4: 451,157 shares; 2026Q1: 475,943 shares 475,943 $15.9M 2.11% +24,786 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,415 shares; 2024Q4: 259,534 shares; 2025Q1: not reported; 2025Q2: 249,751 shares; 2025Q3: 258,524 shares; 2025Q4: 266,429 shares; 2026Q1: 277,581 shares 277,581 $15.6M 2.06% +11,152 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,458 shares; 2024Q4: 165,869 shares; 2025Q1: 193,691 shares; 2025Q2: 191,164 shares; 2025Q3: 201,123 shares; 2025Q4: 130,988 shares; 2026Q1: 132,821 shares 132,821 $14.6M 1.93% +1,833 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: 79,610 shares; 2024Q4: 51,587 shares; 2025Q1: not reported; 2025Q2: 70,160 shares; 2025Q3: 68,851 shares; 2025Q4: 71,696 shares; 2026Q1: 73,656 shares 73,656 $12.7M 1.69% +1,960 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: 36,188 shares; 2024Q4: 45,723 shares; 2025Q1: 15,757 shares; 2025Q2: 54,790 shares; 2025Q3: 54,850 shares; 2025Q4: 39,823 shares; 2026Q1: 44,209 shares 44,209 $12.5M 1.65% +4,386 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,221 shares; 2024Q4: 10,202 shares; 2025Q1: not reported; 2025Q2: 20,690 shares; 2025Q3: 27,198 shares; 2025Q4: 33,017 shares; 2026Q1: 155,627 shares 155,627 $12.2M 1.62% +122,610 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: 10,594 shares; 2024Q4: 14,086 shares; 2025Q1: 598 shares; 2025Q2: 7,852 shares; 2025Q3: 18,641 shares; 2025Q4: 23,556 shares; 2026Q1: 18,656 shares 18,656 $12.1M 1.6% -4,900 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: 36,499 shares; 2024Q4: 16,686 shares; 2025Q1: 17,997 shares; 2025Q2: 79,968 shares; 2025Q3: 31,397 shares; 2025Q4: 41,564 shares; 2026Q1: 36,080 shares 36,080 $11.5M 1.53% -5,484 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: 69,577 shares; 2024Q4: 73,353 shares; 2025Q1: 55,230 shares; 2025Q2: 107,626 shares; 2025Q3: 96,069 shares; 2025Q4: 57,905 shares; 2026Q1: 46,240 shares 46,240 $11.3M 1.5% -11,665 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: 11,836 shares; 2024Q4: 12,282 shares; 2025Q1: 7,507 shares; 2025Q2: 19,427 shares; 2025Q3: 16,398 shares; 2025Q4: 16,777 shares; 2026Q1: 17,227 shares 17,227 $11.2M 1.48% +450 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: 132,409 shares; 2024Q4: 135,599 shares; 2025Q1: not reported; 2025Q2: 127,155 shares; 2025Q3: 132,531 shares; 2025Q4: 137,295 shares; 2026Q1: 144,255 shares 144,255 $10.7M 1.42% +6,960 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: 49,518 shares; 2024Q4: 46,713 shares; 2025Q1: 11,670 shares; 2025Q2: 49,627 shares; 2025Q3: 42,446 shares; 2025Q4: 32,641 shares; 2026Q1: 33,977 shares 33,977 $10.3M 1.36% +1,336 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: 37,358 shares; 2024Q4: 35,375 shares; 2025Q1: 7,547 shares; 2025Q2: 46,902 shares; 2025Q3: 45,431 shares; 2025Q4: 39,787 shares; 2026Q1: 41,665 shares 41,665 $10.1M 1.34% +1,878 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: 155,187 shares; 2024Q4: 164,544 shares; 2025Q1: 159,337 shares; 2025Q2: 185,970 shares; 2025Q3: 208,868 shares; 2025Q4: 90,460 shares; 2026Q1: 110,155 shares 110,155 $9.89M 1.31% +19,695 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,644 shares; 2025Q2: 116,055 shares; 2025Q3: 129,078 shares; 2025Q4: 138,885 shares; 2026Q1: 145,790 shares 145,790 $9.69M 1.28% +6,905 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: 172,622 shares; 2024Q4: 169,774 shares; 2025Q1: 9,820 shares; 2025Q2: 155,055 shares; 2025Q3: 151,735 shares; 2025Q4: 153,391 shares; 2026Q1: 179,802 shares 179,802 $9.1M 1.2% +26,411 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,115 shares; 2024Q4: 291,159 shares; 2025Q1: 9,332 shares; 2025Q2: 298,978 shares; 2025Q3: 303,847 shares; 2025Q4: 297,116 shares; 2026Q1: 305,273 shares 305,273 $8.74M 1.16% +8,157 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: 27,256 shares; 2024Q4: 26,767 shares; 2025Q1: 1,414 shares; 2025Q2: 31,109 shares; 2025Q3: 31,956 shares; 2025Q4: 30,357 shares; 2026Q1: 30,813 shares 30,813 $8.67M 1.15% +456 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: 21,091 shares; 2024Q4: 20,937 shares; 2025Q1: 8,721 shares; 2025Q2: 26,836 shares; 2025Q3: 30,265 shares; 2025Q4: 24,046 shares; 2026Q1: 26,197 shares 26,197 $7.59M 1.01% +2,151 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: 112,291 shares; 2024Q4: 112,553 shares; 2025Q1: 95,438 shares; 2025Q2: 100,276 shares; 2025Q3: 115,711 shares; 2025Q4: 79,040 shares; 2026Q1: 74,408 shares 74,408 $7.57M 1% -4,632 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: 11,937 shares; 2024Q4: 10,214 shares; 2025Q1: 679 shares; 2025Q2: 15,091 shares; 2025Q3: 11,302 shares; 2025Q4: 11,802 shares; 2026Q1: 14,331 shares 14,331 $6.82M 0.9% +2,529 Timeline SLYV 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: 37,317 shares; 2025Q2: 100,456 shares; 2025Q3: 101,471 shares; 2025Q4: 68,099 shares; 2026Q1: 70,741 shares 70,741 $6.63M 0.88% +2,642 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: 39,592 shares; 2024Q4: 35,299 shares; 2025Q1: not reported; 2025Q2: 35,454 shares; 2025Q3: 35,369 shares; 2025Q4: 40,190 shares; 2026Q1: 53,379 shares 53,379 $6.59M 0.87% +13,189 Timeline VONV 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: 6,425 shares; 2025Q2: 62,676 shares; 2025Q3: 63,844 shares; 2025Q4: 68,542 shares; 2026Q1: 70,929 shares 70,929 $6.58M 0.87% +2,387 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: 9,869 shares; 2024Q4: 10,466 shares; 2025Q1: 6,827 shares; 2025Q2: 24,873 shares; 2025Q3: 20,369 shares; 2025Q4: 17,513 shares; 2026Q1: 17,903 shares 17,903 $6.56M 0.87% +390 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: 51,845 shares; 2024Q4: 49,299 shares; 2025Q1: 34,896 shares; 2025Q2: 57,552 shares; 2025Q3: 49,598 shares; 2025Q4: 35,541 shares; 2026Q1: 33,398 shares 33,398 $6.35M 0.84% -2,143 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: 10,987 shares; 2024Q4: 11,059 shares; 2025Q1: 952 shares; 2025Q2: 12,694 shares; 2025Q3: 16,820 shares; 2025Q4: 16,178 shares; 2026Q1: 20,886 shares 20,886 $6.25M 0.83% +4,708 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: 5,269 shares; 2024Q4: 4,789 shares; 2025Q1: 2,424 shares; 2025Q2: 17,026 shares; 2025Q3: 6,202 shares; 2025Q4: 6,003 shares; 2026Q1: 6,343 shares 6,343 $5.79M 0.77% +340 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: 108,991 shares; 2024Q4: 121,015 shares; 2025Q1: not reported; 2025Q2: 129,931 shares; 2025Q3: 128,555 shares; 2025Q4: 127,823 shares; 2026Q1: 128,739 shares 128,739 $5.76M 0.76% +916 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,821 shares; 2025Q2: 242,535 shares; 2025Q3: 300,794 shares; 2025Q4: 316,261 shares; 2026Q1: 329,534 shares 329,534 $5.76M 0.76% +13,273 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: 121,729 shares; 2024Q4: 115,362 shares; 2025Q1: not reported; 2025Q2: 118,445 shares; 2025Q3: 115,736 shares; 2025Q4: 110,928 shares; 2026Q1: 113,984 shares 113,984 $5.68M 0.75% +3,056 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: 140,649 shares; 2024Q4: 106,159 shares; 2025Q1: 27,173 shares; 2025Q2: 114,832 shares; 2025Q3: 114,025 shares; 2025Q4: 85,549 shares; 2026Q1: 85,255 shares 85,255 $5.66M 0.75% -294 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: 13,480 shares; 2024Q4: 13,582 shares; 2025Q1: 3,214 shares; 2025Q2: 16,641 shares; 2025Q3: 18,592 shares; 2025Q4: 14,643 shares; 2026Q1: 24,387 shares 24,387 $5.27M 0.7% +9,744 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: 5,702 shares; 2024Q4: 8,122 shares; 2025Q1: 3,880 shares; 2025Q2: 20,015 shares; 2025Q3: 10,997 shares; 2025Q4: 8,504 shares; 2026Q1: 9,396 shares 9,396 $5.25M 0.7% +892 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,221 shares; 2024Q4: 57,170 shares; 2025Q1: not reported; 2025Q2: 80,270 shares; 2025Q3: 88,868 shares; 2025Q4: 96,360 shares; 2026Q1: 115,300 shares 115,300 $4.85M 0.64% +18,940 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: 4,299 shares; 2024Q4: 3,603 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,936 shares; 2025Q4: 7,494 shares; 2026Q1: 7,523 shares 7,523 $4.31M 0.57% +29 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,888 shares; 2024Q4: 37,238 shares; 2025Q1: not reported; 2025Q2: 47,250 shares; 2025Q3: 25,956 shares; 2025Q4: 31,801 shares; 2026Q1: 35,213 shares 35,213 $4.24M 0.56% +3,412 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: 28,636 shares; 2024Q4: 30,576 shares; 2025Q1: 5,524 shares; 2025Q2: 26,670 shares; 2025Q3: 26,301 shares; 2025Q4: 16,369 shares; 2026Q1: 19,350 shares 19,350 $4.09M 0.54% +2,981 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,806 shares; 2024Q4: 17,287 shares; 2025Q1: not reported; 2025Q2: 22,164 shares; 2025Q3: 26,825 shares; 2025Q4: 28,272 shares; 2026Q1: 32,658 shares 32,658 $4.02M 0.53% +4,386 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: 6,961 shares; 2024Q4: 5,792 shares; 2025Q1: 2,118 shares; 2025Q2: 19,582 shares; 2025Q3: 6,153 shares; 2025Q4: 4,395 shares; 2026Q1: 3,754 shares 3,754 $3.73M 0.49% -641 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: 8,055 shares; 2024Q4: 8,208 shares; 2025Q1: 2,939 shares; 2025Q2: 16,361 shares; 2025Q3: 9,498 shares; 2025Q4: 7,095 shares; 2026Q1: 7,524 shares 7,524 $3.72M 0.49% +429 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,864 shares; 2024Q4: 64,978 shares; 2025Q1: not reported; 2025Q2: 62,477 shares; 2025Q3: 58,762 shares; 2025Q4: 58,008 shares; 2026Q1: 58,380 shares 58,380 $3.59M 0.48% +372 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: 46,983 shares; 2024Q4: 48,362 shares; 2025Q1: 75,808 shares; 2025Q2: 76,237 shares; 2025Q3: 93,535 shares; 2025Q4: 33,001 shares; 2026Q1: 51,578 shares 51,578 $3.58M 0.47% +18,577 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,827 shares; 2024Q4: 35,977 shares; 2025Q1: 27,480 shares; 2025Q2: 28,019 shares; 2025Q3: 29,557 shares; 2025Q4: 31,524 shares; 2026Q1: 33,470 shares 33,470 $3.55M 0.47% +1,946 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: 14,630 shares; 2024Q4: 15,164 shares; 2025Q1: 4,351 shares; 2025Q2: 23,185 shares; 2025Q3: 19,551 shares; 2025Q4: 13,810 shares; 2026Q1: 10,786 shares 10,786 $3.51M 0.46% -3,024 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: 37,315 shares; 2024Q4: 36,373 shares; 2025Q1: not reported; 2025Q2: 36,854 shares; 2025Q3: 38,128 shares; 2025Q4: 37,203 shares; 2026Q1: 38,272 shares 38,272 $3.5M 0.46% +1,069 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: 20,964 shares; 2024Q4: 26,039 shares; 2025Q1: 13,908 shares; 2025Q2: 30,392 shares; 2025Q3: 26,761 shares; 2025Q4: 20,751 shares; 2026Q1: 23,835 shares 23,835 $3.44M 0.46% +3,084 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: 2,015 shares; 2024Q4: 2,390 shares; 2025Q1: not reported; 2025Q2: 4,180 shares; 2025Q3: 7,534 shares; 2025Q4: 10,626 shares; 2026Q1: 11,900 shares 11,900 $3.34M 0.44% +1,274 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,195 shares; 2024Q4: 39,367 shares; 2025Q1: not reported; 2025Q2: 47,786 shares; 2025Q3: 48,638 shares; 2025Q4: 42,012 shares; 2026Q1: 47,956 shares 47,956 $2.93M 0.39% +5,944 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: 8,559 shares; 2024Q4: 8,116 shares; 2025Q1: not reported; 2025Q2: 9,562 shares; 2025Q3: 9,256 shares; 2025Q4: 7,649 shares; 2026Q1: 8,376 shares 8,376 $2.93M 0.39% +727 Timeline GBIL 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: 3,651 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,738 shares; 2026Q1: 28,958 shares 28,958 $2.9M 0.38% +20,220 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X 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: 39,178 shares; 2025Q3: 37,936 shares; 2025Q4: 38,485 shares; 2026Q1: 38,508 shares 38,508 $2.84M 0.38% +23 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: 14,123 shares; 2024Q4: 13,677 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,301 shares; 2025Q4: 14,488 shares; 2026Q1: 14,599 shares 14,599 $2.78M 0.37% +111 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: 12,777 shares; 2024Q4: 8,977 shares; 2025Q1: not reported; 2025Q2: 30,518 shares; 2025Q3: 31,052 shares; 2025Q4: 15,892 shares; 2026Q1: 17,294 shares 17,294 $2.69M 0.36% +1,402 Timeline IYE 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: 39,384 shares 39,384 $2.6M 0.34% new 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: 8,406 shares; 2024Q4: 9,007 shares; 2025Q1: 3,418 shares; 2025Q2: 13,527 shares; 2025Q3: 11,005 shares; 2025Q4: 8,003 shares; 2026Q1: 8,095 shares 8,095 $2.5M 0.33% +92 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: 5,069 shares; 2024Q4: 5,454 shares; 2025Q1: 2,081 shares; 2025Q2: 10,765 shares; 2025Q3: 6,481 shares; 2025Q4: 4,815 shares; 2026Q1: 4,739 shares 4,739 $2.5M 0.33% -76 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 59,444 shares; 2025Q3: 57,718 shares; 2025Q4: 59,298 shares; 2026Q1: 37,300 shares 37,300 $2.49M 0.33% -21,998 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: 23,621 shares; 2024Q4: 23,240 shares; 2025Q1: not reported; 2025Q2: 23,944 shares; 2025Q3: 26,357 shares; 2025Q4: 27,819 shares; 2026Q1: 31,200 shares 31,200 $2.36M 0.31% +3,381 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115,945 shares; 2025Q3: 122,150 shares; 2025Q4: 124,489 shares; 2026Q1: 143,381 shares 143,381 $2.36M 0.31% +18,892 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: 2,565 shares; 2024Q4: 3,261 shares; 2025Q1: 988 shares; 2025Q2: 22,189 shares; 2025Q3: 3,438 shares; 2025Q4: 22,005 shares; 2026Q1: 24,400 shares 24,400 $2.32M 0.31% +2,395 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: 48,065 shares; 2024Q4: 34,651 shares; 2025Q1: 9,702 shares; 2025Q2: 37,698 shares; 2025Q3: 21,195 shares; 2025Q4: 13,224 shares; 2026Q1: 13,831 shares 13,831 $2.28M 0.3% +607 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,887 shares; 2025Q3: 17,103 shares; 2025Q4: 17,336 shares; 2026Q1: 17,110 shares 17,110 $2.22M 0.29% -226 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,940 shares; 2024Q4: 7,432 shares; 2025Q1: not reported; 2025Q2: 8,740 shares; 2025Q3: 8,201 shares; 2025Q4: 8,151 shares; 2026Q1: 9,460 shares 9,460 $2.22M 0.29% +1,309 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: 5,906 shares; 2024Q4: 5,976 shares; 2025Q1: not reported; 2025Q2: 8,798 shares; 2025Q3: 7,889 shares; 2025Q4: 6,385 shares; 2026Q1: 6,412 shares 6,412 $2.2M 0.29% +27 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,331 shares; 2025Q3: 20,010 shares; 2025Q4: 19,962 shares; 2026Q1: 19,815 shares 19,815 $2.15M 0.28% -147 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,903 shares; 2024Q4: 14,672 shares; 2025Q1: not reported; 2025Q2: 14,945 shares; 2025Q3: 15,737 shares; 2025Q4: 15,809 shares; 2026Q1: 16,423 shares 16,423 $2.13M 0.28% +614 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: 2,340 shares; 2024Q4: 1,984 shares; 2025Q1: not reported; 2025Q2: 4,933 shares; 2025Q3: 2,971 shares; 2025Q4: 3,542 shares; 2026Q1: 3,421 shares 3,421 $2.07M 0.27% -121 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,187 shares; 2024Q4: 4,197 shares; 2025Q1: not reported; 2025Q2: 6,104 shares; 2025Q3: 8,924 shares; 2025Q4: 7,714 shares; 2026Q1: 8,738 shares 8,738 $2.01M 0.27% +1,024 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: 255,595 shares; 2024Q4: 245,780 shares; 2025Q1: 62,615 shares; 2025Q2: 48,787 shares; 2025Q3: 49,671 shares; 2025Q4: 40,863 shares; 2026Q1: 29,645 shares 29,645 $1.99M 0.26% -11,218 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,461 shares; 2024Q4: 6,498 shares; 2025Q1: not reported; 2025Q2: 7,823 shares; 2025Q3: 6,552 shares; 2025Q4: 6,809 shares; 2026Q1: 6,509 shares 6,509 $1.95M 0.26% -300 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,454 shares; 2025Q3: 46,157 shares; 2025Q4: 46,306 shares; 2026Q1: 47,439 shares 47,439 $1.85M 0.24% +1,133 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: not reported; 2025Q3: 1,492 shares; 2025Q4: 5,467 shares; 2026Q1: 5,555 shares 5,555 $1.82M 0.24% +88 Timeline GPIQ 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,808 shares 35,808 $1.77M 0.23% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,850 shares; 2024Q4: 197,752 shares; 2025Q1: not reported; 2025Q2: 96,144 shares; 2025Q3: 97,778 shares; 2025Q4: 99,132 shares; 2026Q1: 30,114 shares 30,114 $1.76M 0.23% -69,018 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,155 shares; 2024Q4: 15,670 shares; 2025Q1: not reported; 2025Q2: 17,456 shares; 2025Q3: 16,632 shares; 2025Q4: 15,867 shares; 2026Q1: 15,498 shares 15,498 $1.74M 0.23% -369 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,247 shares; 2024Q4: 9,440 shares; 2025Q1: 9,454 shares; 2025Q2: 15,531 shares; 2025Q3: 14,858 shares; 2025Q4: 5,908 shares; 2026Q1: 10,658 shares 10,658 $1.72M 0.23% +4,750 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: 8,071 shares; 2024Q4: 8,017 shares; 2025Q1: not reported; 2025Q2: 8,896 shares; 2025Q3: 9,073 shares; 2025Q4: 8,477 shares; 2026Q1: 8,830 shares 8,830 $1.68M 0.22% +353 Timeline PUSH PGIM ETF TR More: the full row for PGIM 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: 32,983 shares 32,983 $1.66M 0.22% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,958 shares; 2025Q1: not reported; 2025Q2: 12,050 shares; 2025Q3: 10,387 shares; 2025Q4: 12,488 shares; 2026Q1: 11,200 shares 11,200 $1.61M 0.21% -1,288 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: 8,571 shares; 2024Q4: 12,979 shares; 2025Q1: not reported; 2025Q2: 14,004 shares; 2025Q3: 14,687 shares; 2025Q4: 13,478 shares; 2026Q1: 15,538 shares 15,538 $1.58M 0.21% +2,060 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: 10,925 shares; 2024Q4: 10,803 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,684 shares; 2025Q4: 21,001 shares; 2026Q1: 19,142 shares 19,142 $1.54M 0.2% -1,859 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: 106,453 shares; 2024Q4: 104,233 shares; 2025Q1: 55,290 shares; 2025Q2: 115,484 shares; 2025Q3: 117,879 shares; 2025Q4: 60,740 shares; 2026Q1: 53,951 shares 53,951 $1.54M 0.2% -6,789 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,571 shares; 2024Q4: 5,843 shares; 2025Q1: not reported; 2025Q2: 9,961 shares; 2025Q3: 12,729 shares; 2025Q4: 16,491 shares; 2026Q1: 21,968 shares 21,968 $1.53M 0.2% +5,477 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: 14,723 shares; 2024Q4: 12,837 shares; 2025Q1: not reported; 2025Q2: 13,514 shares; 2025Q3: 13,771 shares; 2025Q4: 10,854 shares; 2026Q1: 10,526 shares 10,526 $1.51M 0.2% -328 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: 2,161 shares; 2024Q4: 6,361 shares; 2025Q1: 5,754 shares; 2025Q2: 2,778 shares; 2025Q3: 2,926 shares; 2025Q4: 4,129 shares; 2026Q1: 6,730 shares 6,730 $1.34M 0.18% +2,601 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,341 shares; 2024Q4: 8,893 shares; 2025Q1: not reported; 2025Q2: 9,888 shares; 2025Q3: 8,615 shares; 2025Q4: 8,656 shares; 2026Q1: 8,416 shares 8,416 $1.33M 0.18% -240 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,908 shares; 2024Q4: 8,927 shares; 2025Q1: 6,859 shares; 2025Q2: 9,335 shares; 2025Q3: 9,064 shares; 2025Q4: 9,185 shares; 2026Q1: 8,104 shares 8,104 $1.25M 0.17% -1,081 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: 6,639 shares; 2024Q4: 6,231 shares; 2025Q1: not reported; 2025Q2: 6,996 shares; 2025Q3: 7,440 shares; 2025Q4: 7,552 shares; 2026Q1: 8,846 shares 8,846 $1.24M 0.16% +1,294 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,543 shares; 2025Q3: 626 shares; 2025Q4: 1,380 shares; 2026Q1: 1,448 shares 1,448 $1.24M 0.16% +68 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: 386 shares; 2025Q1: 2,030 shares; 2025Q2: 11,461 shares; 2025Q3: 3,459 shares; 2025Q4: 2,520 shares; 2026Q1: 2,715 shares 2,715 $1.24M 0.16% +195 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: 2,436 shares; 2024Q4: 3,276 shares; 2025Q1: not reported; 2025Q2: 4,461 shares; 2025Q3: 3,735 shares; 2025Q4: 4,000 shares; 2026Q1: 3,728 shares 3,728 $1.24M 0.16% -272 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: 4,168 shares; 2024Q4: 3,919 shares; 2025Q1: not reported; 2025Q2: 5,068 shares; 2025Q3: 5,017 shares; 2025Q4: 5,028 shares; 2026Q1: 4,883 shares 4,883 $1.23M 0.16% -145 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: 6,640 shares; 2024Q4: 4,684 shares; 2025Q1: 1,824 shares; 2025Q2: 16,986 shares; 2025Q3: 13,572 shares; 2025Q4: 12,464 shares; 2026Q1: 4,501 shares 4,501 $1.2M 0.16% -7,963 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,067 shares; 2024Q4: 15,761 shares; 2025Q1: 8,392 shares; 2025Q2: 18,848 shares; 2025Q3: 18,468 shares; 2025Q4: 11,246 shares; 2026Q1: 12,350 shares 12,350 $1.18M 0.16% +1,104 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: 32,348 shares; 2024Q4: 32,434 shares; 2025Q1: not reported; 2025Q2: 32,599 shares; 2025Q3: 30,321 shares; 2025Q4: 30,391 shares; 2026Q1: 30,468 shares 30,468 $1.17M 0.15% +77 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: 8,089 shares; 2024Q4: 510 shares; 2025Q1: not reported; 2025Q2: 1,730 shares; 2025Q3: 640 shares; 2025Q4: 1,192 shares; 2026Q1: 1,961 shares 1,961 $1.17M 0.15% +769 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: 5,103 shares; 2024Q4: 4,936 shares; 2025Q1: not reported; 2025Q2: 5,243 shares; 2025Q3: 6,049 shares; 2025Q4: 6,000 shares; 2026Q1: 6,218 shares 6,218 $1.15M 0.15% +218 Timeline AGGY 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: 370,765 shares; 2024Q4: 403,739 shares; 2025Q1: not reported; 2025Q2: 38,088 shares; 2025Q3: 29,369 shares; 2025Q4: 27,729 shares; 2026Q1: 26,195 shares 26,195 $1.14M 0.15% -1,534 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,550 shares; 2024Q4: 15,089 shares; 2025Q1: not reported; 2025Q2: 14,752 shares; 2025Q3: 16,031 shares; 2025Q4: 26,308 shares; 2026Q1: 18,883 shares 18,883 $1.13M 0.15% -7,425 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,855 shares; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,926 shares; 2025Q4: 17,747 shares; 2026Q1: 13,585 shares 13,585 $1.12M 0.15% -4,162 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: 5,457 shares; 2024Q4: 6,021 shares; 2025Q1: 6,206 shares; 2025Q2: 4,843 shares; 2025Q3: 9,075 shares; 2025Q4: 21,052 shares; 2026Q1: 27,491 shares 27,491 $1.09M 0.14% +6,439 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: 2,753 shares; 2024Q4: 2,065 shares; 2025Q1: not reported; 2025Q2: 2,104 shares; 2025Q3: 2,096 shares; 2025Q4: 2,484 shares; 2026Q1: 2,534 shares 2,534 $1.06M 0.14% +50 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: 41,106 shares; 2024Q4: 47,477 shares; 2025Q1: 41,457 shares; 2025Q2: 64,677 shares; 2025Q3: 73,703 shares; 2025Q4: 32,836 shares; 2026Q1: 36,980 shares 36,980 $1.03M 0.14% +4,144 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: 1,642 shares; 2024Q4: 1,641 shares; 2025Q1: not reported; 2025Q2: 5,899 shares; 2025Q3: 2,375 shares; 2025Q4: 1,741 shares; 2026Q1: 2,366 shares 2,366 $1.01M 0.13% +625 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,757 shares; 2024Q4: 12,175 shares; 2025Q1: not reported; 2025Q2: 12,602 shares; 2025Q3: 12,089 shares; 2025Q4: 12,565 shares; 2026Q1: 13,167 shares 13,167 $957K 0.13% +602 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: 9,686 shares; 2024Q4: 8,564 shares; 2025Q1: not reported; 2025Q2: 8,148 shares; 2025Q3: 6,724 shares; 2025Q4: 13,930 shares; 2026Q1: 15,150 shares 15,150 $944K 0.13% +1,220 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 6,960 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,039 shares; 2025Q4: 7,437 shares; 2026Q1: 8,595 shares 8,595 $936K 0.12% +1,158 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,787 shares; 2024Q4: 6,866 shares; 2025Q1: 6,217 shares; 2025Q2: 12,964 shares; 2025Q3: 1,804 shares; 2025Q4: 1,603 shares; 2026Q1: 1,322 shares 1,322 $926K 0.12% -281 Timeline BKHY BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,540 shares; 2025Q1: not reported; 2025Q2: 11,125 shares; 2025Q3: 11,497 shares; 2025Q4: 15,500 shares; 2026Q1: 19,308 shares 19,308 $911K 0.12% +3,808 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: 3,948 shares; 2024Q4: 5,012 shares; 2025Q1: not reported; 2025Q2: 5,054 shares; 2025Q3: 4,123 shares; 2025Q4: 3,462 shares; 2026Q1: 4,024 shares 4,024 $899K 0.12% +562 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST 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: 39,441 shares; 2026Q1: 40,969 shares 40,969 $892K 0.12% +1,528 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: 14,900 shares; 2024Q4: 15,778 shares; 2025Q1: 3,848 shares; 2025Q2: 22,057 shares; 2025Q3: 17,276 shares; 2025Q4: 11,970 shares; 2026Q1: 4,716 shares 4,716 $881K 0.12% -7,254 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: not reported; 2025Q2: not reported; 2025Q3: 357 shares; 2025Q4: 535 shares; 2026Q1: 640 shares 640 $879K 0.12% +105 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: 14,088 shares; 2024Q4: 14,335 shares; 2025Q1: 12,808 shares; 2025Q2: 18,253 shares; 2025Q3: 17,298 shares; 2025Q4: 6,423 shares; 2026Q1: 6,059 shares 6,059 $867K 0.11% -364 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,896 shares; 2025Q4: 26,727 shares; 2026Q1: 29,805 shares 29,805 $853K 0.11% +3,078 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: 17,802 shares; 2024Q4: 21,843 shares; 2025Q1: not reported; 2025Q2: 6,803 shares; 2025Q3: 6,526 shares; 2025Q4: 12,628 shares; 2026Q1: 13,766 shares 13,766 $832K 0.11% +1,138 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,770 shares; 2025Q3: 9,465 shares; 2025Q4: 8,206 shares; 2026Q1: 16,724 shares 16,724 $804K 0.11% +8,518 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 1,561 shares; 2025Q1: not reported; 2025Q2: 1,958 shares; 2025Q3: 1,983 shares; 2025Q4: 1,972 shares; 2026Q1: 3,955 shares 3,955 $796K 0.11% +1,983 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,254 shares; 2025Q3: 3,072 shares; 2025Q4: 3,876 shares; 2026Q1: 5,923 shares 5,923 $793K 0.11% +2,047 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,209 shares; 2025Q1: not reported; 2025Q2: 2,464 shares; 2025Q3: 1,108 shares; 2025Q4: 508 shares; 2026Q1: 900 shares 900 $788K 0.1% +392 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: 954 shares; 2024Q4: 937 shares; 2025Q1: not reported; 2025Q2: 7,187 shares; 2025Q3: 1,201 shares; 2025Q4: 5,841 shares; 2026Q1: 7,469 shares 7,469 $782K 0.1% +1,628 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: 2,995 shares; 2025Q1: not reported; 2025Q2: 4,098 shares; 2025Q3: 3,889 shares; 2025Q4: 6,509 shares; 2026Q1: 3,773 shares 3,773 $780K 0.1% -2,736 Timeline BKSE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,329 shares; 2025Q4: 5,714 shares; 2026Q1: 6,646 shares 6,646 $748K 0.1% +932 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,880 shares; 2025Q3: not reported; 2025Q4: 5,092 shares; 2026Q1: 5,588 shares 5,588 $740K 0.1% +496 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: 1,172 shares; 2024Q4: 1,423 shares; 2025Q1: not reported; 2025Q2: 2,862 shares; 2025Q3: 2,471 shares; 2025Q4: 1,897 shares; 2026Q1: 2,308 shares 2,308 $719K 0.1% +411 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 8,582 shares; 2025Q4: 3,340 shares; 2026Q1: 3,410 shares 3,410 $712K 0.09% +70 Timeline BKEM BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,142 shares; 2025Q3: 7,772 shares; 2025Q4: 8,105 shares; 2026Q1: 9,129 shares 9,129 $709K 0.09% +1,024 Timeline FALN 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: 25,251 shares; 2024Q4: 27,290 shares; 2025Q1: not reported; 2025Q2: 28,063 shares; 2025Q3: 28,017 shares; 2025Q4: 27,524 shares; 2026Q1: 26,327 shares 26,327 $701K 0.09% -1,197 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,881 shares; 2025Q3: 6,164 shares; 2025Q4: 6,544 shares; 2026Q1: 7,528 shares 7,528 $691K 0.09% +984 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: 3,619 shares; 2024Q4: 3,561 shares; 2025Q1: not reported; 2025Q2: 4,082 shares; 2025Q3: 4,030 shares; 2025Q4: 3,727 shares; 2026Q1: 4,137 shares 4,137 $656K 0.09% +410 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: 2,529 shares; 2024Q4: 2,385 shares; 2025Q1: not reported; 2025Q2: 2,590 shares; 2025Q3: 2,689 shares; 2025Q4: 2,776 shares; 2026Q1: 3,031 shares 3,031 $653K 0.09% +255 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,676 shares; 2026Q1: 4,676 shares 4,676 $647K 0.09% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,039 shares; 2026Q1: 2,095 shares 2,095 $644K 0.09% +56 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,763 shares; 2026Q1: 10,092 shares 10,092 $633K 0.08% +329 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: 5,138 shares; 2025Q3: 9,282 shares; 2025Q4: 13,064 shares; 2026Q1: 13,239 shares 13,239 $610K 0.08% +175 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: 9,476 shares; 2024Q4: 8,406 shares; 2025Q1: not reported; 2025Q2: 9,723 shares; 2025Q3: 10,159 shares; 2025Q4: 8,679 shares; 2026Q1: 10,422 shares 10,422 $603K 0.08% +1,743 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,572 shares; 2025Q4: 1,918 shares; 2026Q1: 2,247 shares 2,247 $602K 0.08% +329 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,470 shares; 2024Q4: 4,127 shares; 2025Q1: not reported; 2025Q2: 27,179 shares; 2025Q3: 27,866 shares; 2025Q4: 15,859 shares; 2026Q1: 12,988 shares 12,988 $594K 0.08% -2,871 Timeline HDV 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: 1,967 shares; 2024Q4: 1,862 shares; 2025Q1: not reported; 2025Q2: 2,539 shares; 2025Q3: 2,300 shares; 2025Q4: 3,671 shares; 2026Q1: 4,356 shares 4,356 $591K 0.08% +685 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,847 shares; 2025Q3: 6,850 shares; 2025Q4: 2,521 shares; 2026Q1: 2,452 shares 2,452 $585K 0.08% -69 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,088 shares; 2024Q4: 14,636 shares; 2025Q1: not reported; 2025Q2: 25,706 shares; 2025Q3: 31,738 shares; 2025Q4: 31,721 shares; 2026Q1: 35,089 shares 35,089 $582K 0.08% +3,368 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,516 shares; 2024Q4: 8,481 shares; 2025Q1: 10,456 shares; 2025Q2: 9,651 shares; 2025Q3: 12,116 shares; 2025Q4: 12,679 shares; 2026Q1: 12,322 shares 12,322 $577K 0.08% -357 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: 6,425 shares; 2024Q4: 6,066 shares; 2025Q1: not reported; 2025Q2: 7,609 shares; 2025Q3: 6,283 shares; 2025Q4: 6,721 shares; 2026Q1: 7,406 shares 7,406 $563K 0.07% +685 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: 17,620 shares; 2024Q4: 12,055 shares; 2025Q1: not reported; 2025Q2: 21,964 shares; 2025Q3: 22,524 shares; 2025Q4: not reported; 2026Q1: 19,721 shares 19,721 $561K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,039 shares; 2025Q4: 29,838 shares; 2026Q1: 31,523 shares 31,523 $554K 0.07% +1,685 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: 705 shares; 2024Q4: 627 shares; 2025Q1: not reported; 2025Q2: 3,287 shares; 2025Q3: 880 shares; 2025Q4: 547 shares; 2026Q1: 1,303 shares 1,303 $552K 0.07% +756 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,686 shares; 2024Q4: 13,778 shares; 2025Q1: not reported; 2025Q2: 13,849 shares; 2025Q3: 13,416 shares; 2025Q4: 3,329 shares; 2026Q1: 3,035 shares 3,035 $544K 0.07% -294 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,011 shares; 2024Q4: 14,575 shares; 2025Q1: 5,328 shares; 2025Q2: 10,029 shares; 2025Q3: 10,517 shares; 2025Q4: 4,858 shares; 2026Q1: 5,778 shares 5,778 $532K 0.07% +920 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,513 shares; 2024Q4: 3,566 shares; 2025Q1: not reported; 2025Q2: 3,685 shares; 2025Q3: 3,735 shares; 2025Q4: 3,757 shares; 2026Q1: 3,773 shares 3,773 $527K 0.07% +16 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,324 shares; 2026Q1: 1,270 shares 1,270 $521K 0.07% -54 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,775 shares; 2026Q1: 7,120 shares 7,120 $521K 0.07% +345 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,985 shares; 2025Q3: not reported; 2025Q4: 1,525 shares; 2026Q1: 1,568 shares 1,568 $511K 0.07% +43 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: 1,473 shares; 2025Q3: 1,833 shares; 2025Q4: 1,766 shares; 2026Q1: 2,445 shares 2,445 $507K 0.07% +679 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,479 shares; 2024Q4: 11,639 shares; 2025Q1: not reported; 2025Q2: 12,145 shares; 2025Q3: 12,383 shares; 2025Q4: 12,494 shares; 2026Q1: 9,592 shares 9,592 $505K 0.07% -2,902 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,013 shares; 2025Q1: not reported; 2025Q2: 1,890 shares; 2025Q3: 2,019 shares; 2025Q4: 1,652 shares; 2026Q1: 1,529 shares 1,529 $500K 0.07% -123 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,179 shares; 2024Q4: 3,093 shares; 2025Q1: not reported; 2025Q2: 3,501 shares; 2025Q3: 3,127 shares; 2025Q4: 2,411 shares; 2026Q1: 2,481 shares 2,481 $499K 0.07% +70 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,256 shares; 2024Q4: 8,868 shares; 2025Q1: not reported; 2025Q2: 9,284 shares; 2025Q3: 9,658 shares; 2025Q4: 7,216 shares; 2026Q1: 9,175 shares 9,175 $498K 0.07% +1,959 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: 517 shares; 2024Q4: 483 shares; 2025Q1: not reported; 2025Q2: 4,124 shares; 2025Q3: 648 shares; 2025Q4: 729 shares; 2026Q1: 595 shares 595 $497K 0.07% -134 Timeline MSMR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,213 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,663 shares; 2026Q1: 14,399 shares 14,399 $497K 0.07% -1,264 Timeline PYLD 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: 14,801 shares; 2025Q4: 17,957 shares; 2026Q1: 18,968 shares 18,968 $496K 0.07% +1,011 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: 78 shares; 2024Q4: 78 shares; 2025Q1: not reported; 2025Q2: 40,600 shares; 2025Q3: 83 shares; 2025Q4: 109 shares; 2026Q1: 119 shares 119 $494K 0.07% +10 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 1,782 shares; 2025Q1: not reported; 2025Q2: 3,246 shares; 2025Q3: 2,037 shares; 2025Q4: 1,886 shares; 2026Q1: 1,797 shares 1,797 $494K 0.07% -89 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 46,587 shares; 2025Q4: 46,998 shares; 2026Q1: 54,575 shares 54,575 $493K 0.07% +7,577 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84,289 shares; 2026Q1: 9,809 shares 9,809 $493K 0.07% -74,480 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: 1,914 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,709 shares; 2026Q1: 3,921 shares 3,921 $486K 0.06% +2,212 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,093 shares 5,093 $473K 0.06% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,214 shares; 2024Q4: 30,085 shares; 2025Q1: 16,348 shares; 2025Q2: 25,030 shares; 2025Q3: 27,268 shares; 2025Q4: 10,843 shares; 2026Q1: 10,368 shares 10,368 $470K 0.06% -475 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,435 shares; 2024Q4: 3,436 shares; 2025Q1: not reported; 2025Q2: 3,694 shares; 2025Q3: 3,453 shares; 2025Q4: 3,287 shares; 2026Q1: 3,407 shares 3,407 $468K 0.06% +120 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,452 shares; 2025Q1: not reported; 2025Q2: 10,526 shares; 2025Q3: 11,611 shares; 2025Q4: 9,552 shares; 2026Q1: 9,726 shares 9,726 $466K 0.06% +174 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,969 shares; 2024Q4: 1,619 shares; 2025Q1: not reported; 2025Q2: 2,929 shares; 2025Q3: 1,631 shares; 2025Q4: 1,604 shares; 2026Q1: 1,298 shares 1,298 $455K 0.06% -306 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,292 shares; 2025Q4: 6,063 shares; 2026Q1: 4,770 shares 4,770 $449K 0.06% -1,293 Timeline PAAA PGIM ETF TR More: the full row for PGIM 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: 6,578 shares; 2025Q3: 8,576 shares; 2025Q4: 8,057 shares; 2026Q1: 8,550 shares 8,550 $438K 0.06% +493 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: 1,479 shares; 2024Q4: 1,278 shares; 2025Q1: not reported; 2025Q2: 3,376 shares; 2025Q3: 1,365 shares; 2025Q4: 1,167 shares; 2026Q1: 1,207 shares 1,207 $424K 0.06% +40 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 1,039 shares; 2025Q1: 2,037 shares; 2025Q2: 11,995 shares; 2025Q3: 1,159 shares; 2025Q4: 1,142 shares; 2026Q1: 1,095 shares 1,095 $421K 0.06% -47 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,032 shares 2,032 $418K 0.06% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,385 shares; 2026Q1: 3,282 shares 3,282 $412K 0.05% +897 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: 2,743 shares; 2024Q4: 2,501 shares; 2025Q1: not reported; 2025Q2: 3,963 shares; 2025Q3: 3,904 shares; 2025Q4: 4,099 shares; 2026Q1: 3,232 shares 3,232 $411K 0.05% -867 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 41,293 shares 41,293 $409K 0.05% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,526 shares; 2026Q1: 5,834 shares 5,834 $403K 0.05% +308 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: not reported; 2025Q1: not reported; 2025Q2: 1,449 shares; 2025Q3: 3,183 shares; 2025Q4: 3,641 shares; 2026Q1: 3,315 shares 3,315 $403K 0.05% -326 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: 466 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,810 shares; 2025Q3: 652 shares; 2025Q4: 612 shares; 2026Q1: 809 shares 809 $402K 0.05% +197 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,553 shares; 2024Q4: 2,488 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,609 shares; 2026Q1: 3,944 shares 3,944 $397K 0.05% -2,665 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: 2,207 shares; 2024Q4: 1,807 shares; 2025Q1: not reported; 2025Q2: 2,971 shares; 2025Q3: 2,103 shares; 2025Q4: 1,695 shares; 2026Q1: 1,645 shares 1,645 $394K 0.05% -50 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,779 shares; 2024Q4: 1,349 shares; 2025Q1: not reported; 2025Q2: 1,799 shares; 2025Q3: 5,164 shares; 2025Q4: 2,873 shares; 2026Q1: 3,486 shares 3,486 $390K 0.05% +613 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: 1,298 shares; 2024Q4: 1,276 shares; 2025Q1: not reported; 2025Q2: 2,402 shares; 2025Q3: 1,430 shares; 2025Q4: 821 shares; 2026Q1: 1,104 shares 1,104 $389K 0.05% +283 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: 2,682 shares; 2026Q1: 3,565 shares 3,565 $384K 0.05% +883 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,298 shares; 2026Q1: 1,813 shares 1,813 $383K 0.05% +515 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: 5,169 shares; 2024Q4: 5,191 shares; 2025Q1: not reported; 2025Q2: 8,351 shares; 2025Q3: 6,263 shares; 2025Q4: 2,409 shares; 2026Q1: 1,566 shares 1,566 $380K 0.05% -843 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: 9,046 shares; 2024Q4: 8,062 shares; 2025Q1: not reported; 2025Q2: 8,478 shares; 2025Q3: 8,224 shares; 2025Q4: 5,954 shares; 2026Q1: 4,938 shares 4,938 $379K 0.05% -1,016 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,600 shares; 2024Q4: 83,866 shares; 2025Q1: 15,603 shares; 2025Q2: 6,017 shares; 2025Q3: 6,127 shares; 2025Q4: 5,862 shares; 2026Q1: 5,106 shares 5,106 $376K 0.05% -756 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: 333 shares; 2025Q1: not reported; 2025Q2: 4,537 shares; 2025Q3: 319 shares; 2025Q4: 415 shares; 2026Q1: 395 shares 395 $375K 0.05% -20 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 843 shares; 2025Q4: 953 shares; 2026Q1: 1,053 shares 1,053 $375K 0.05% +100 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: not reported; 2025Q2: 1,793 shares; 2025Q3: not reported; 2025Q4: 1,410 shares; 2026Q1: 1,967 shares 1,967 $372K 0.05% +557 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: 9,436 shares; 2024Q4: 6,566 shares; 2025Q1: 4,635 shares; 2025Q2: 11,782 shares; 2025Q3: 9,712 shares; 2025Q4: 1,428 shares; 2026Q1: 1,859 shares 1,859 $368K 0.05% +431 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,563 shares; 2025Q3: 5,083 shares; 2025Q4: 3,781 shares; 2026Q1: 4,856 shares 4,856 $361K 0.05% +1,075 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: 4,423 shares; 2024Q4: 4,619 shares; 2025Q1: not reported; 2025Q2: 3,774 shares; 2025Q3: 3,888 shares; 2025Q4: 3,613 shares; 2026Q1: 2,528 shares 2,528 $348K 0.05% -1,085 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,341 shares; 2026Q1: 5,268 shares 5,268 $347K 0.05% +1,927 Timeline TX TERNIUM SA More: the full row for TERNIUM SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,490 shares; 2024Q4: 11,691 shares; 2025Q1: not reported; 2025Q2: 12,258 shares; 2025Q3: 11,703 shares; 2025Q4: 8,705 shares; 2026Q1: 8,805 shares 8,805 $347K 0.05% +100 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,780 shares; 2024Q4: 49,240 shares; 2025Q1: not reported; 2025Q2: 41,457 shares; 2025Q3: 28,575 shares; 2025Q4: 26,647 shares; 2026Q1: 27,418 shares 27,418 $347K 0.05% +771 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,275 shares; 2025Q1: 12,360 shares; 2025Q2: 1,147 shares; 2025Q3: 7,290 shares; 2025Q4: 7,294 shares; 2026Q1: 7,298 shares 7,298 $346K 0.05% +4 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,378 shares 1,378 $343K 0.05% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 806 shares; 2026Q1: 948 shares 948 $337K 0.04% +142 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,538 shares; 2025Q3: 3,981 shares; 2025Q4: 3,491 shares; 2026Q1: 3,530 shares 3,530 $334K 0.04% +39 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: 4,518 shares; 2024Q4: 6,308 shares; 2025Q1: 6,694 shares; 2025Q2: 12,033 shares; 2025Q3: 11,462 shares; 2025Q4: 3,357 shares; 2026Q1: 3,391 shares 3,391 $333K 0.04% +34 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,245 shares; 2025Q4: 1,247 shares; 2026Q1: 1,247 shares 1,247 $333K 0.04% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,426 shares; 2024Q4: 16,489 shares; 2025Q1: 5,621 shares; 2025Q2: 9,484 shares; 2025Q3: 9,367 shares; 2025Q4: 4,562 shares; 2026Q1: 4,150 shares 4,150 $333K 0.04% -412 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,141 shares; 2026Q1: 2,643 shares 2,643 $329K 0.04% +502 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: 3,993 shares; 2024Q4: 3,550 shares; 2025Q1: not reported; 2025Q2: 3,629 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares 3,550 $327K 0.04% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,759 shares; 2024Q4: 2,725 shares; 2025Q1: not reported; 2025Q2: 3,239 shares; 2025Q3: 3,311 shares; 2025Q4: 2,102 shares; 2026Q1: 2,470 shares 2,470 $321K 0.04% +368 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: not reported; 2025Q2: 2,341 shares; 2025Q3: 2,360 shares; 2025Q4: 1,789 shares; 2026Q1: 2,472 shares 2,472 $320K 0.04% +683 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES 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: 10,867 shares 10,867 $320K 0.04% new Timeline IOO 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: 2,366 shares; 2026Q1: 2,684 shares 2,684 $319K 0.04% +318 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: not reported; 2025Q4: 308 shares; 2026Q1: 404 shares 404 $312K 0.04% +96 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 808 shares 808 $311K 0.04% new 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: 1,394 shares; 2024Q4: 1,357 shares; 2025Q1: not reported; 2025Q2: 3,092 shares; 2025Q3: 844 shares; 2025Q4: 708 shares; 2026Q1: 642 shares 642 $310K 0.04% -66 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,569 shares; 2024Q4: 17,799 shares; 2025Q1: 4,264 shares; 2025Q2: 7,462 shares; 2025Q3: 6,532 shares; 2025Q4: 3,248 shares; 2026Q1: 3,048 shares 3,048 $309K 0.04% -200 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,707 shares; 2025Q4: 2,634 shares; 2026Q1: 2,809 shares 2,809 $309K 0.04% +175 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,747 shares 7,747 $306K 0.04% new 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: not reported; 2025Q4: not reported; 2026Q1: 1,752 shares 1,752 $304K 0.04% new Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,918 shares 29,918 $303K 0.04% new 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: 6,819 shares; 2024Q4: 6,935 shares; 2025Q1: 7,046 shares; 2025Q2: 7,164 shares; 2025Q3: 7,286 shares; 2025Q4: 15,609 shares; 2026Q1: 7,995 shares 7,995 $303K 0.04% -7,614 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 15,312 shares; 2025Q3: 12,256 shares; 2025Q4: 9,632 shares; 2026Q1: 7,547 shares 7,547 $300K 0.04% -2,085 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 407 shares 407 $300K 0.04% new Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,172 shares; 2025Q1: 18,344 shares; 2025Q2: 29 shares; 2025Q3: 9,172 shares; 2025Q4: 9,172 shares; 2026Q1: 9,189 shares 9,189 $298K 0.04% +17 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to 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: 20,189 shares; 2026Q1: 19,732 shares 19,732 $293K 0.04% -457 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: 1,551 shares; 2025Q3: 1,153 shares; 2025Q4: 1,550 shares; 2026Q1: 1,606 shares 1,606 $292K 0.04% +56 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: not reported; 2025Q3: not reported; 2025Q4: 1,341 shares; 2026Q1: 1,376 shares 1,376 $292K 0.04% +35 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,996 shares; 2025Q4: 2,302 shares; 2026Q1: 2,433 shares 2,433 $287K 0.04% +131 Timeline TWFG TWFG INC More: the full row for TWFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,049 shares; 2024Q4: 11,049 shares; 2025Q1: not reported; 2025Q2: 6,049 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,407 shares 15,407 $286K 0.04% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,751 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,233 shares; 2026Q1: 2,874 shares 2,874 $285K 0.04% -7,359 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: not reported; 2024Q4: 9,138 shares; 2025Q1: 18,276 shares; 2025Q2: 24 shares; 2025Q3: 9,138 shares; 2025Q4: 11,840 shares; 2026Q1: 11,102 shares 11,102 $285K 0.04% -738 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,265 shares 6,265 $284K 0.04% new 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: 3,101 shares; 2025Q3: 2,453 shares; 2025Q4: 2,260 shares; 2026Q1: 1,697 shares 1,697 $283K 0.04% -563 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: not reported; 2025Q2: 4,983 shares; 2025Q3: not reported; 2025Q4: 4,595 shares; 2026Q1: 4,814 shares 4,814 $281K 0.04% +219 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,286 shares; 2025Q2: not reported; 2025Q3: 4,814 shares; 2025Q4: 6,981 shares; 2026Q1: 5,667 shares 5,667 $277K 0.04% -1,314 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,033 shares; 2025Q1: not reported; 2025Q2: 3,411 shares; 2025Q3: 2,069 shares; 2025Q4: 2,333 shares; 2026Q1: 1,596 shares 1,596 $275K 0.04% -737 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 859 shares; 2025Q1: not reported; 2025Q2: 2,353 shares; 2025Q3: 672 shares; 2025Q4: 501 shares; 2026Q1: 615 shares 615 $273K 0.04% +114 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,298 shares; 2026Q1: 8,328 shares 8,328 $273K 0.04% -1,970 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,106 shares; 2025Q1: not reported; 2025Q2: 5,038 shares; 2025Q3: 4,353 shares; 2025Q4: 4,401 shares; 2026Q1: 3,494 shares 3,494 $273K 0.04% -907 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,993 shares; 2025Q3: 3,653 shares; 2025Q4: not reported; 2026Q1: 3,718 shares 3,718 $271K 0.04% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,704 shares 6,704 $269K 0.04% new Timeline FAUG 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: 5,254 shares; 2025Q4: 5,254 shares; 2026Q1: 5,254 shares 5,254 $269K 0.04% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,676 shares; 2025Q4: 8,053 shares; 2026Q1: 6,109 shares 6,109 $268K 0.04% -1,944 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER 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: 1,293 shares 1,293 $263K 0.03% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 610 shares 610 $262K 0.03% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,100 shares; 2025Q1: 4,284 shares; 2025Q2: 4,464 shares; 2025Q3: 4,180 shares; 2025Q4: 3,937 shares; 2026Q1: 4,106 shares 4,106 $261K 0.03% +169 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: 426 shares; 2024Q4: 426 shares; 2025Q1: not reported; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 427 shares; 2026Q1: 429 shares 429 $261K 0.03% +2 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,022 shares; 2026Q1: 2,894 shares 2,894 $259K 0.03% -128 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,964 shares 1,964 $258K 0.03% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,979 shares 1,979 $258K 0.03% new 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: 404 shares; 2024Q4: 403 shares; 2025Q1: not reported; 2025Q2: 2,403 shares; 2025Q3: 577 shares; 2025Q4: 387 shares; 2026Q1: 378 shares 378 $256K 0.03% -9 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: 2,082 shares; 2025Q1: not reported; 2025Q2: 2,374 shares; 2025Q3: 2,734 shares; 2025Q4: 3,537 shares; 2026Q1: 2,856 shares 2,856 $255K 0.03% -681 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: 1,122 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,925 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 857 shares 857 $255K 0.03% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,998 shares; 2025Q1: not reported; 2025Q2: 24,412 shares; 2025Q3: not reported; 2025Q4: 8,397 shares; 2026Q1: 8,860 shares 8,860 $254K 0.03% +463 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,003 shares 4,003 $254K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: 1,507 shares; 2025Q3: 4,148 shares; 2025Q4: 4,005 shares; 2026Q1: 2,954 shares 2,954 $253K 0.03% -1,051 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,019 shares; 2025Q3: 4,407 shares; 2025Q4: 4,736 shares; 2026Q1: 6,573 shares 6,573 $252K 0.03% +1,837 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,373 shares 1,373 $252K 0.03% new Timeline FAPR 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: 5,509 shares; 2025Q4: 5,509 shares; 2026Q1: 5,509 shares 5,509 $246K 0.03% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS 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: 1,866 shares; 2025Q3: 932 shares; 2025Q4: 889 shares; 2026Q1: 915 shares 915 $246K 0.03% +26 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: not reported; 2024Q4: not reported; 2025Q1: 15,234 shares; 2025Q2: 719 shares; 2025Q3: 8,209 shares; 2025Q4: 8,787 shares; 2026Q1: 8,819 shares 8,819 $245K 0.03% +32 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: 8,188 shares; 2024Q4: 8,397 shares; 2025Q1: not reported; 2025Q2: 5,763 shares; 2025Q3: 6,171 shares; 2025Q4: not reported; 2026Q1: 4,424 shares 4,424 $241K 0.03% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,265 shares 2,265 $241K 0.03% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,614 shares; 2024Q4: 3,929 shares; 2025Q1: not reported; 2025Q2: 4,282 shares; 2025Q3: 4,257 shares; 2025Q4: not reported; 2026Q1: 3,498 shares 3,498 $239K 0.03% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,106 shares 1,106 $238K 0.03% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,831 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 816 shares 816 $238K 0.03% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,082 shares; 2025Q4: not reported; 2026Q1: 949 shares 949 $238K 0.03% new 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: 715 shares; 2025Q4: not reported; 2026Q1: 793 shares 793 $236K 0.03% 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: not reported; 2025Q3: not reported; 2025Q4: 294 shares; 2026Q1: 269 shares 269 $232K 0.03% -25 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,437 shares 5,437 $231K 0.03% new 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: 9,393 shares; 2024Q4: 11,310 shares; 2025Q1: not reported; 2025Q2: 2,561 shares; 2025Q3: 2,942 shares; 2025Q4: 2,477 shares; 2026Q1: 3,209 shares 3,209 $230K 0.03% +732 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: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,348 shares; 2026Q1: 991 shares 991 $228K 0.03% -357 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 610 shares 610 $227K 0.03% new Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,079 shares; 2025Q3: 8,167 shares; 2025Q4: not reported; 2026Q1: 6,411 shares 6,411 $227K 0.03% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 616 shares 616 $226K 0.03% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 332 shares 332 $225K 0.03% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,738 shares 6,738 $225K 0.03% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,622 shares; 2025Q3: 1,352 shares; 2025Q4: 1,704 shares; 2026Q1: 1,487 shares 1,487 $224K 0.03% -217 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,468 shares; 2025Q1: not reported; 2025Q2: 3,396 shares; 2025Q3: 2,565 shares; 2025Q4: 2,248 shares; 2026Q1: 2,011 shares 2,011 $221K 0.03% -237 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,395 shares 2,395 $221K 0.03% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,831 shares; 2024Q4: 2,831 shares; 2025Q1: not reported; 2025Q2: 2,841 shares; 2025Q3: 2,841 shares; 2025Q4: 2,853 shares; 2026Q1: 2,834 shares 2,834 $218K 0.03% -19 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,846 shares 3,846 $216K 0.03% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,505 shares 4,505 $214K 0.03% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,847 shares 2,847 $214K 0.03% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,255 shares; 2024Q4: 29,228 shares; 2025Q1: not reported; 2025Q2: 27,925 shares; 2025Q3: 21,841 shares; 2025Q4: 19,879 shares; 2026Q1: 21,321 shares 21,321 $213K 0.03% +1,442 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: 7,626 shares; 2024Q4: 6,962 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,087 shares 5,087 $213K 0.03% new Timeline IVLU 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: 5,444 shares; 2026Q1: 5,444 shares 5,444 $212K 0.03% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,971 shares; 2024Q4: 3,362 shares; 2025Q1: not reported; 2025Q2: 1,815 shares; 2025Q3: 963 shares; 2025Q4: 891 shares; 2026Q1: 826 shares 826 $212K 0.03% -65 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,343 shares; 2025Q1: not reported; 2025Q2: 1,770 shares; 2025Q3: 1,256 shares; 2025Q4: not reported; 2026Q1: 1,081 shares 1,081 $211K 0.03% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE 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: 1,531 shares 1,531 $211K 0.03% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,485 shares 1,485 $210K 0.03% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 525 shares; 2025Q1: not reported; 2025Q2: 2,075 shares; 2025Q3: 246 shares; 2025Q4: 214 shares; 2026Q1: 148 shares 148 $207K 0.03% -66 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,009 shares 4,009 $207K 0.03% new 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: not reported; 2026Q1: 699 shares 699 $207K 0.03% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 777 shares 777 $206K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,350 shares; 2026Q1: 2,017 shares 2,017 $203K 0.03% -333 Timeline GPIX 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: not reported; 2025Q3: not reported; 2025Q4: 4,050 shares; 2026Q1: 4,050 shares 4,050 $203K 0.03% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 590 shares; 2025Q1: not reported; 2025Q2: 2,631 shares; 2025Q3: 763 shares; 2025Q4: not reported; 2026Q1: 693 shares 693 $202K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,208 shares; 2026Q1: 812 shares 812 $202K 0.03% -396 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: 205 shares 205 $201K 0.03% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 706 shares 706 $200K 0.03% new Timeline MVO MV OIL TR More: the full row for MV OIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,360 shares; 2024Q4: 65,976 shares; 2025Q1: not reported; 2025Q2: 68,446 shares; 2025Q3: 69,455 shares; 2025Q4: 70,774 shares; 2026Q1: 73,352 shares 73,352 $165K 0.02% +2,578 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,096 shares 10,096 $111K 0.01% new Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,240 shares; 2024Q4: 14,107 shares; 2025Q1: not reported; 2025Q2: 13,737 shares; 2025Q3: 13,737 shares; 2025Q4: not reported; 2026Q1: 13,349 shares 13,349 $38.3K 0.01% new Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS 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: 10,017 shares 10,017 $34K <0.01% new Timeline