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: 3,428,141 shares; 2024Q4: 3,436,676 shares; 2025Q1: 3,479,601 shares; 2025Q2: 3,494,353 shares; 2025Q3: 3,255,533 shares; 2025Q4: 3,225,954 shares; 2026Q1: 3,181,539 shares 3,181,539 $124M 29.75% -44,415 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,926,725 shares; 2024Q4: 2,003,684 shares; 2025Q1: 2,039,608 shares; 2025Q2: 2,227,118 shares; 2025Q3: 2,079,307 shares; 2025Q4: 2,066,694 shares; 2026Q1: 2,029,733 shares 2,029,733 $72.1M 17.35% -36,961 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 623,895 shares; 2024Q4: 638,188 shares; 2025Q1: 659,237 shares; 2025Q2: 819,222 shares; 2025Q3: 764,056 shares; 2025Q4: 756,542 shares; 2026Q1: 747,068 shares 747,068 $25.8M 6.21% -9,474 Timeline DUHP 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: 505,249 shares; 2024Q4: 499,143 shares; 2025Q1: 492,789 shares; 2025Q2: 507,895 shares; 2025Q3: 466,177 shares; 2025Q4: 443,009 shares; 2026Q1: 455,686 shares 455,686 $16.8M 4.03% +12,677 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,559 shares; 2024Q4: 41,655 shares; 2025Q1: 43,758 shares; 2025Q2: 187,123 shares; 2025Q3: 178,004 shares; 2025Q4: 175,826 shares; 2026Q1: 180,686 shares 180,686 $12.9M 3.09% +4,860 Timeline DFGR 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: 462,907 shares; 2024Q4: 479,289 shares; 2025Q1: 494,739 shares; 2025Q2: 499,272 shares; 2025Q3: 472,990 shares; 2025Q4: 475,476 shares; 2026Q1: 476,086 shares 476,086 $12.7M 3.04% +610 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,635 shares; 2024Q4: 304,345 shares; 2025Q1: 310,270 shares; 2025Q2: 331,387 shares; 2025Q3: 260,203 shares; 2025Q4: 245,507 shares; 2026Q1: 216,785 shares 216,785 $9.78M 2.35% -28,722 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 175,539 shares; 2025Q2: 164,575 shares; 2025Q3: 170,790 shares; 2025Q4: 175,407 shares; 2026Q1: 185,965 shares 185,965 $9.41M 2.26% +10,558 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,743 shares; 2024Q4: 49,065 shares; 2025Q1: 51,885 shares; 2025Q2: 193,603 shares; 2025Q3: 187,909 shares; 2025Q4: 178,735 shares; 2026Q1: 176,946 shares 176,946 $5.96M 1.43% -1,789 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,800 shares; 2024Q4: 194,104 shares; 2025Q1: 197,642 shares; 2025Q2: 193,419 shares; 2025Q3: 161,708 shares; 2025Q4: 155,674 shares; 2026Q1: 131,867 shares 131,867 $5.14M 1.24% -23,807 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,281 shares; 2024Q4: 64,715 shares; 2025Q1: 65,715 shares; 2025Q2: 66,265 shares; 2025Q3: 60,793 shares; 2025Q4: 60,077 shares; 2026Q1: 51,500 shares 51,500 $4.75M 1.14% -8,577 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,780 shares; 2025Q1: 5,155 shares; 2025Q2: 20,133 shares; 2025Q3: 19,968 shares; 2025Q4: 22,455 shares; 2026Q1: 24,560 shares 24,560 $4.28M 1.03% +2,105 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: 5,850 shares; 2024Q4: 8,155 shares; 2025Q1: 8,529 shares; 2025Q2: 16,512 shares; 2025Q3: 16,675 shares; 2025Q4: 16,115 shares; 2026Q1: 16,612 shares 16,612 $4.22M 1.01% +497 Timeline DFSU 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: 86,555 shares; 2024Q4: 86,556 shares; 2025Q1: 92,308 shares; 2025Q2: 92,392 shares; 2025Q3: 91,882 shares; 2025Q4: 87,935 shares; 2026Q1: 87,842 shares 87,842 $3.61M 0.87% -93 Timeline JPIE 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: 87,197 shares; 2024Q4: 89,911 shares; 2025Q1: 92,397 shares; 2025Q2: 98,696 shares; 2025Q3: 91,827 shares; 2025Q4: 89,698 shares; 2026Q1: 77,003 shares 77,003 $3.55M 0.85% -12,695 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: 525 shares; 2024Q4: 1,741 shares; 2025Q1: 3,543 shares; 2025Q2: 9,253 shares; 2025Q3: 9,070 shares; 2025Q4: 9,002 shares; 2026Q1: 8,527 shares 8,527 $3.16M 0.76% -475 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: 31,966 shares; 2024Q4: 31,400 shares; 2025Q1: 31,258 shares; 2025Q2: 34,935 shares; 2025Q3: 33,706 shares; 2025Q4: 33,640 shares; 2026Q1: 33,016 shares 33,016 $3.06M 0.74% -624 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,539 shares; 2024Q4: 12,063 shares; 2025Q1: 12,202 shares; 2025Q2: 30,554 shares; 2025Q3: 24,503 shares; 2025Q4: 22,623 shares; 2026Q1: 22,252 shares 22,252 $2.77M 0.67% -371 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: 4,039 shares; 2024Q4: 4,686 shares; 2025Q1: 4,853 shares; 2025Q2: 16,756 shares; 2025Q3: 15,973 shares; 2025Q4: 15,526 shares; 2026Q1: 15,624 shares 15,624 $2.65M 0.64% +98 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 861 shares; 2025Q1: 953 shares; 2025Q2: 5,055 shares; 2025Q3: 4,765 shares; 2025Q4: 4,652 shares; 2026Q1: 4,489 shares 4,489 $2.57M 0.62% -163 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 3,009 shares; 2025Q1: 3,027 shares; 2025Q2: 6,303 shares; 2025Q3: 5,598 shares; 2025Q4: 5,341 shares; 2026Q1: 5,295 shares 5,295 $2.54M 0.61% -46 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,601 shares; 2025Q2: 49,665 shares; 2025Q3: 49,722 shares; 2025Q4: 51,553 shares; 2026Q1: 49,377 shares 49,377 $2.52M 0.61% -2,176 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,205 shares; 2024Q4: 46,546 shares; 2025Q1: 46,214 shares; 2025Q2: 46,276 shares; 2025Q3: 31,543 shares; 2025Q4: 29,486 shares; 2026Q1: 28,764 shares 28,764 $2.04M 0.49% -722 Timeline DFAW 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: 36,967 shares; 2024Q4: 36,485 shares; 2025Q1: 36,191 shares; 2025Q2: 36,836 shares; 2025Q3: 29,931 shares; 2025Q4: 29,134 shares; 2026Q1: 26,170 shares 26,170 $1.93M 0.46% -2,964 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 2,489 shares; 2025Q1: 2,498 shares; 2025Q2: 8,614 shares; 2025Q3: 8,271 shares; 2025Q4: 8,635 shares; 2026Q1: 9,187 shares 9,187 $1.91M 0.46% +552 Timeline DFSI 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: 41,261 shares; 2024Q4: 43,341 shares; 2025Q1: 47,787 shares; 2025Q2: 46,925 shares; 2025Q3: 45,937 shares; 2025Q4: 43,714 shares; 2026Q1: 43,120 shares 43,120 $1.83M 0.44% -594 Timeline DFAE 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: 60,700 shares; 2024Q4: 62,203 shares; 2025Q1: 64,727 shares; 2025Q2: 65,034 shares; 2025Q3: 62,277 shares; 2025Q4: 58,899 shares; 2026Q1: 51,682 shares 51,682 $1.75M 0.42% -7,217 Timeline AOA 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: 23,751 shares; 2024Q4: 24,219 shares; 2025Q1: 23,821 shares; 2025Q2: 22,693 shares; 2025Q3: 21,778 shares; 2025Q4: 20,088 shares; 2026Q1: 18,543 shares 18,543 $1.64M 0.39% -1,545 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,313 shares; 2025Q1: 1,440 shares; 2025Q2: 5,175 shares; 2025Q3: 5,008 shares; 2025Q4: 5,338 shares; 2026Q1: 5,685 shares 5,685 $1.63M 0.39% +347 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: 1,329 shares; 2024Q4: 1,394 shares; 2025Q1: 1,500 shares; 2025Q2: 6,525 shares; 2025Q3: 6,398 shares; 2025Q4: 6,616 shares; 2026Q1: 6,539 shares 6,539 $1.6M 0.38% -77 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: 1,401 shares; 2024Q4: 1,956 shares; 2025Q1: 2,015 shares; 2025Q2: 6,301 shares; 2025Q3: 5,550 shares; 2025Q4: 5,412 shares; 2026Q1: 5,388 shares 5,388 $1.58M 0.38% -24 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,094 shares; 2025Q1: 1,293 shares; 2025Q2: 4,734 shares; 2025Q3: 4,531 shares; 2025Q4: 4,444 shares; 2026Q1: 5,486 shares 5,486 $1.57M 0.38% +1,042 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: 8,186 shares; 2024Q4: 9,310 shares; 2025Q1: 9,351 shares; 2025Q2: 12,074 shares; 2025Q3: 11,917 shares; 2025Q4: 14,534 shares; 2026Q1: 14,155 shares 14,155 $1.45M 0.35% -379 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: 3,250 shares; 2024Q4: 4,554 shares; 2025Q1: 4,592 shares; 2025Q2: 6,006 shares; 2025Q3: 6,498 shares; 2025Q4: 6,574 shares; 2026Q1: 6,486 shares 6,486 $1.41M 0.34% -88 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,336 shares; 2024Q4: 6,336 shares; 2025Q1: 6,336 shares; 2025Q2: 6,336 shares; 2025Q3: 6,336 shares; 2025Q4: 6,336 shares; 2026Q1: 6,336 shares 6,336 $1.36M 0.33% 0 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: 33,265 shares; 2024Q4: 29,283 shares; 2025Q1: 29,062 shares; 2025Q2: 25,969 shares; 2025Q3: 25,763 shares; 2025Q4: 25,750 shares; 2026Q1: 25,760 shares 25,760 $1.34M 0.32% +10 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,597 shares; 2024Q4: 6,597 shares; 2025Q1: 6,597 shares; 2025Q2: 6,597 shares; 2025Q3: 6,597 shares; 2025Q4: 6,597 shares; 2026Q1: 6,597 shares 6,597 $1.27M 0.3% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,718 shares; 2024Q4: 15,718 shares; 2025Q1: 15,718 shares; 2025Q2: 15,718 shares; 2025Q3: 15,718 shares; 2025Q4: 15,718 shares; 2026Q1: 15,718 shares 15,718 $1.18M 0.28% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,179 shares; 2025Q1: not reported; 2025Q2: 4,108 shares; 2025Q3: 3,933 shares; 2025Q4: 3,766 shares; 2026Q1: 3,807 shares 3,807 $1.18M 0.28% +41 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,073 shares; 2025Q3: 38,338 shares; 2025Q4: 37,262 shares; 2026Q1: 37,104 shares 37,104 $1.08M 0.26% -158 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 2,220 shares; 2025Q1: 2,293 shares; 2025Q2: 4,999 shares; 2025Q3: 4,659 shares; 2025Q4: 4,657 shares; 2026Q1: 4,207 shares 4,207 $1.02M 0.25% -450 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,196 shares; 2025Q2: 4,112 shares; 2025Q3: 3,828 shares; 2025Q4: 3,722 shares; 2026Q1: 4,743 shares 4,743 $981K 0.24% +1,021 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: 2,948 shares; 2025Q1: 2,928 shares; 2025Q2: 16,714 shares; 2025Q3: 12,804 shares; 2025Q4: 12,334 shares; 2026Q1: 12,326 shares 12,326 $981K 0.24% -8 Timeline LDUR 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: 12,488 shares; 2024Q4: 12,250 shares; 2025Q1: 12,675 shares; 2025Q2: 13,063 shares; 2025Q3: 10,863 shares; 2025Q4: 10,913 shares; 2026Q1: 10,220 shares 10,220 $979K 0.24% -693 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: 283 shares; 2024Q4: 324 shares; 2025Q1: 338 shares; 2025Q2: 1,162 shares; 2025Q3: 1,042 shares; 2025Q4: 977 shares; 2026Q1: 923 shares 923 $920K 0.22% -54 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,245 shares; 2025Q3: 1,159 shares; 2025Q4: 10,770 shares; 2026Q1: 9,478 shares 9,478 $911K 0.22% -1,292 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: 3,754 shares; 2024Q4: 3,757 shares; 2025Q1: 3,758 shares; 2025Q2: 3,764 shares; 2025Q3: 3,482 shares; 2025Q4: 2,526 shares; 2026Q1: 2,529 shares 2,529 $902K 0.22% +3 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: 556 shares; 2024Q4: 1,045 shares; 2025Q1: 1,040 shares; 2025Q2: 3,532 shares; 2025Q3: 3,279 shares; 2025Q4: 2,970 shares; 2026Q1: 2,698 shares 2,698 $887K 0.21% -272 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,007 shares; 2025Q3: 7,731 shares; 2025Q4: 7,846 shares; 2026Q1: 7,674 shares 7,674 $870K 0.21% -172 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 415 shares; 2025Q1: 437 shares; 2025Q2: 1,789 shares; 2025Q3: 1,026 shares; 2025Q4: 951 shares; 2026Q1: 931 shares 931 $856K 0.21% -20 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,234 shares; 2025Q3: 2,033 shares; 2025Q4: 2,154 shares; 2026Q1: 2,492 shares 2,492 $842K 0.2% +338 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: 4,079 shares; 2024Q4: 4,079 shares; 2025Q1: 4,079 shares; 2025Q2: 4,079 shares; 2025Q3: 4,079 shares; 2025Q4: 4,079 shares; 2026Q1: 4,079 shares 4,079 $839K 0.2% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 412 shares; 2025Q1: 466 shares; 2025Q2: 1,953 shares; 2025Q3: 1,898 shares; 2025Q4: 1,758 shares; 2026Q1: 1,649 shares 1,649 $824K 0.2% -109 Timeline MUNI 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: 15,979 shares; 2024Q4: 16,056 shares; 2025Q1: 16,189 shares; 2025Q2: 16,700 shares; 2025Q3: 14,916 shares; 2025Q4: 14,917 shares; 2026Q1: 15,051 shares 15,051 $785K 0.19% +134 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,064 shares; 2025Q3: 953 shares; 2025Q4: 915 shares; 2026Q1: 893 shares 893 $755K 0.18% -22 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,715 shares; 2025Q3: 8,841 shares; 2025Q4: 9,033 shares; 2026Q1: 9,065 shares 9,065 $703K 0.17% +32 Timeline HYMB 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: 24,982 shares; 2024Q4: 25,450 shares; 2025Q1: 24,533 shares; 2025Q2: 25,320 shares; 2025Q3: 25,976 shares; 2025Q4: 26,750 shares; 2026Q1: 27,448 shares 27,448 $681K 0.16% +698 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,513 shares; 2024Q4: 5,686 shares; 2025Q1: 5,187 shares; 2025Q2: 5,794 shares; 2025Q3: 5,473 shares; 2025Q4: 5,447 shares; 2026Q1: 5,147 shares 5,147 $674K 0.16% -300 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 839 shares; 2025Q3: 796 shares; 2025Q4: 841 shares; 2026Q1: 925 shares 925 $656K 0.16% +84 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: 15,715 shares; 2025Q3: 13,977 shares; 2025Q4: 13,353 shares; 2026Q1: 12,979 shares 12,979 $633K 0.15% -374 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,002 shares; 2025Q3: 2,623 shares; 2025Q4: 2,409 shares; 2026Q1: 2,191 shares 2,191 $622K 0.15% -218 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,096 shares; 2024Q4: 40,323 shares; 2025Q1: 6,747 shares; 2025Q2: 17,933 shares; 2025Q3: 17,935 shares; 2025Q4: 12,076 shares; 2026Q1: 12,077 shares 12,077 $614K 0.15% +1 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: 2,679 shares; 2025Q3: 2,555 shares; 2025Q4: 2,427 shares; 2026Q1: 2,415 shares 2,415 $590K 0.14% -12 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: 14,630 shares; 2025Q3: 13,018 shares; 2025Q4: 12,471 shares; 2026Q1: 13,340 shares 13,340 $589K 0.14% +869 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,555 shares; 2025Q4: 2,057 shares; 2026Q1: 2,661 shares 2,661 $569K 0.14% +604 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,589 shares; 2024Q4: 12,519 shares; 2025Q1: 14,784 shares; 2025Q2: 14,790 shares; 2025Q3: 14,212 shares; 2025Q4: 13,706 shares; 2026Q1: 13,384 shares 13,384 $567K 0.14% -322 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: 662 shares; 2024Q4: 868 shares; 2025Q1: 886 shares; 2025Q2: 2,905 shares; 2025Q3: 2,783 shares; 2025Q4: 2,481 shares; 2026Q1: 2,082 shares 2,082 $563K 0.14% -399 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,356 shares; 2025Q3: 4,052 shares; 2025Q4: 4,142 shares; 2026Q1: 4,618 shares 4,618 $556K 0.13% +476 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,068 shares; 2025Q3: 1,873 shares; 2025Q4: 1,978 shares; 2026Q1: 1,609 shares 1,609 $550K 0.13% -369 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: 611 shares; 2025Q3: 573 shares; 2025Q4: 614 shares; 2026Q1: 634 shares 634 $549K 0.13% +20 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,205 shares; 2025Q3: 3,204 shares; 2025Q4: 3,336 shares; 2026Q1: 3,435 shares 3,435 $549K 0.13% +99 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: 4,147 shares; 2024Q4: 4,264 shares; 2025Q1: 4,326 shares; 2025Q2: 6,418 shares; 2025Q3: 6,083 shares; 2025Q4: 6,042 shares; 2026Q1: 5,681 shares 5,681 $548K 0.13% -361 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: 1,412 shares; 2024Q4: 1,688 shares; 2025Q1: 1,729 shares; 2025Q2: 4,175 shares; 2025Q3: 4,049 shares; 2025Q4: 3,774 shares; 2026Q1: 3,764 shares 3,764 $544K 0.13% -10 Timeline DFAX 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: 14,882 shares; 2024Q4: 15,080 shares; 2025Q1: 15,080 shares; 2025Q2: 14,887 shares; 2025Q3: 14,885 shares; 2025Q4: 14,885 shares; 2026Q1: 16,003 shares 16,003 $544K 0.13% +1,118 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,677 shares; 2025Q3: 11,939 shares; 2025Q4: 11,332 shares; 2026Q1: 10,616 shares 10,616 $533K 0.13% -716 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: 7,044 shares; 2025Q3: 6,318 shares; 2025Q4: 6,918 shares; 2026Q1: 7,148 shares 7,148 $533K 0.13% +230 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,815 shares; 2024Q4: 9,807 shares; 2025Q1: 9,807 shares; 2025Q2: 9,807 shares; 2025Q3: 9,807 shares; 2025Q4: 9,807 shares; 2026Q1: 9,807 shares 9,807 $530K 0.13% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 2,448 shares; 2025Q1: 2,484 shares; 2025Q2: 2,705 shares; 2025Q3: 2,754 shares; 2025Q4: 2,750 shares; 2026Q1: 2,721 shares 2,721 $496K 0.12% -29 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,614 shares; 2024Q4: 5,205 shares; 2025Q1: 4,518 shares; 2025Q2: 6,017 shares; 2025Q3: 5,853 shares; 2025Q4: 5,779 shares; 2026Q1: 5,756 shares 5,756 $482K 0.12% -23 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,822 shares; 2024Q4: 19,822 shares; 2025Q1: 19,822 shares; 2025Q2: 19,822 shares; 2025Q3: 19,822 shares; 2025Q4: 19,822 shares; 2026Q1: 19,822 shares 19,822 $474K 0.11% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 1,497 shares; 2025Q1: 1,555 shares; 2025Q2: 2,884 shares; 2025Q3: 2,707 shares; 2025Q4: 2,677 shares; 2026Q1: 3,004 shares 3,004 $466K 0.11% +327 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,367 shares; 2025Q3: 5,223 shares; 2025Q4: 5,997 shares; 2026Q1: 6,396 shares 6,396 $463K 0.11% +399 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,386 shares; 2025Q4: 7,984 shares; 2026Q1: 7,894 shares 7,894 $462K 0.11% -90 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,751 shares; 2025Q1: 3,889 shares; 2025Q2: 3,219 shares; 2025Q3: 3,238 shares; 2025Q4: 3,114 shares; 2026Q1: 3,114 shares 3,114 $461K 0.11% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,953 shares; 2025Q3: 2,669 shares; 2025Q4: 3,105 shares; 2026Q1: 3,208 shares 3,208 $447K 0.11% +103 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: not reported; 2025Q1: not reported; 2025Q2: 365 shares; 2025Q3: 324 shares; 2025Q4: 308 shares; 2026Q1: 300 shares 300 $442K 0.11% -8 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,798 shares; 2025Q3: 2,240 shares; 2025Q4: 2,441 shares; 2026Q1: 2,545 shares 2,545 $421K 0.1% +104 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: 9,199 shares; 2024Q4: 9,215 shares; 2025Q1: 9,210 shares; 2025Q2: 9,224 shares; 2025Q3: 8,783 shares; 2025Q4: 8,791 shares; 2026Q1: 8,796 shares 8,796 $418K 0.1% +5 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: 3,403 shares; 2025Q4: 2,995 shares; 2026Q1: 3,063 shares 3,063 $416K 0.1% +68 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,211 shares; 2025Q3: 1,336 shares; 2025Q4: 1,226 shares; 2026Q1: 1,373 shares 1,373 $415K 0.1% +147 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,098 shares; 2025Q3: 2,953 shares; 2025Q4: 3,407 shares; 2026Q1: 3,410 shares 3,410 $405K 0.1% +3 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: 1,158 shares; 2025Q4: 999 shares; 2026Q1: 1,031 shares 1,031 $404K 0.1% +32 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,439 shares; 2025Q3: 5,988 shares; 2025Q4: 5,334 shares; 2026Q1: 5,970 shares 5,970 $394K 0.09% +636 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: 1,355 shares; 2024Q4: 1,624 shares; 2025Q1: 1,622 shares; 2025Q2: 2,674 shares; 2025Q3: 4,062 shares; 2025Q4: 3,654 shares; 2026Q1: 2,625 shares 2,625 $386K 0.09% -1,029 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: 4,933 shares; 2025Q3: 4,233 shares; 2025Q4: 4,150 shares; 2026Q1: 4,141 shares 4,141 $385K 0.09% -9 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,166 shares; 2025Q3: 2,941 shares; 2025Q4: 2,802 shares; 2026Q1: 2,604 shares 2,604 $381K 0.09% -198 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,602 shares; 2025Q3: 13,467 shares; 2025Q4: 14,083 shares; 2026Q1: 13,475 shares 13,475 $378K 0.09% -608 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,272 shares; 2025Q3: 2,077 shares; 2025Q4: 1,887 shares; 2026Q1: 1,899 shares 1,899 $376K 0.09% +12 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,521 shares; 2025Q3: 5,722 shares; 2025Q4: 5,816 shares; 2026Q1: 5,170 shares 5,170 $371K 0.09% -646 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,827 shares; 2024Q4: 6,814 shares; 2025Q1: 5,841 shares; 2025Q2: 5,865 shares; 2025Q3: 5,889 shares; 2025Q4: 5,910 shares; 2026Q1: 5,926 shares 5,926 $370K 0.09% +16 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,518 shares; 2025Q3: 5,477 shares; 2025Q4: 5,468 shares; 2026Q1: 5,466 shares 5,466 $361K 0.09% -2 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,393 shares; 2025Q3: 1,296 shares; 2025Q4: 1,254 shares; 2026Q1: 1,238 shares 1,238 $361K 0.09% -16 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: 2,570 shares; 2025Q3: 2,129 shares; 2025Q4: 2,067 shares; 2026Q1: 1,974 shares 1,974 $360K 0.09% -93 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,612 shares; 2025Q3: 4,137 shares; 2025Q4: 4,530 shares; 2026Q1: 4,698 shares 4,698 $357K 0.09% +168 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,275 shares; 2025Q3: 1,242 shares; 2025Q4: 1,131 shares; 2026Q1: 1,128 shares 1,128 $351K 0.08% -3 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,865 shares; 2025Q3: 17,414 shares; 2025Q4: 16,648 shares; 2026Q1: 16,182 shares 16,182 $351K 0.08% -466 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,014 shares; 2025Q3: 1,872 shares; 2025Q4: 1,826 shares; 2026Q1: 1,809 shares 1,809 $349K 0.08% -17 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,320 shares; 2026Q1: 1,266 shares 1,266 $342K 0.08% -54 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,533 shares; 2025Q3: not reported; 2025Q4: 4,939 shares; 2026Q1: 5,613 shares 5,613 $340K 0.08% +674 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,601 shares; 2025Q3: 1,406 shares; 2025Q4: 1,355 shares; 2026Q1: 1,354 shares 1,354 $335K 0.08% -1 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 853 shares; 2025Q3: 858 shares; 2025Q4: 992 shares; 2026Q1: 1,053 shares 1,053 $331K 0.08% +61 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: not reported; 2025Q4: 1,443 shares; 2026Q1: 1,542 shares 1,542 $326K 0.08% +99 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,605 shares; 2025Q3: 24,800 shares; 2025Q4: 26,632 shares; 2026Q1: 27,672 shares 27,672 $319K 0.08% +1,040 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,289 shares; 2024Q4: 13,841 shares; 2025Q1: 13,937 shares; 2025Q2: 15,477 shares; 2025Q3: 9,082 shares; 2025Q4: 8,863 shares; 2026Q1: 7,634 shares 7,634 $313K 0.08% -1,229 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,761 shares; 2025Q3: 41,686 shares; 2025Q4: 40,928 shares; 2026Q1: 39,235 shares 39,235 $312K 0.07% -1,693 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: 2,483 shares; 2025Q3: 2,326 shares; 2025Q4: 2,414 shares; 2026Q1: 2,456 shares 2,456 $310K 0.07% +42 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 337 shares; 2025Q3: 304 shares; 2025Q4: 281 shares; 2026Q1: 341 shares 341 $305K 0.07% +60 Timeline AOM 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: 7,841 shares; 2024Q4: 6,893 shares; 2025Q1: 7,272 shares; 2025Q2: 7,353 shares; 2025Q3: 6,749 shares; 2025Q4: 8,928 shares; 2026Q1: 6,419 shares 6,419 $304K 0.07% -2,509 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,620 shares; 2025Q3: 1,526 shares; 2025Q4: 1,503 shares; 2026Q1: 1,490 shares 1,490 $303K 0.07% -13 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,895 shares; 2026Q1: 1,973 shares 1,973 $301K 0.07% +78 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,131 shares; 2025Q3: 29,633 shares; 2025Q4: 28,110 shares; 2026Q1: 26,448 shares 26,448 $298K 0.07% -1,662 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,367 shares; 2025Q3: 3,904 shares; 2025Q4: 3,852 shares; 2026Q1: 3,581 shares 3,581 $295K 0.07% -271 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: 505 shares; 2025Q3: 360 shares; 2025Q4: 342 shares; 2026Q1: 336 shares 336 $293K 0.07% -6 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: 2,559 shares; 2025Q3: 2,304 shares; 2025Q4: 2,212 shares; 2026Q1: 2,139 shares 2,139 $282K 0.07% -73 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,994 shares; 2025Q3: 13,176 shares; 2025Q4: 13,896 shares; 2026Q1: 13,332 shares 13,332 $282K 0.07% -564 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,126 shares; 2025Q3: 1,021 shares; 2025Q4: 968 shares; 2026Q1: 929 shares 929 $281K 0.07% -39 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 676 shares; 2026Q1: 824 shares 824 $278K 0.07% +148 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 985 shares; 2026Q1: 1,038 shares 1,038 $276K 0.07% +53 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: 2,442 shares; 2026Q1: 2,539 shares 2,539 $275K 0.07% +97 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,035 shares; 2025Q3: 2,838 shares; 2025Q4: 2,942 shares; 2026Q1: 2,925 shares 2,925 $272K 0.07% -17 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,674 shares; 2025Q3: 1,537 shares; 2025Q4: 1,448 shares; 2026Q1: 1,302 shares 1,302 $270K 0.06% -146 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 200 shares; 2025Q3: not reported; 2025Q4: 223 shares; 2026Q1: 246 shares 246 $268K 0.06% +23 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 910 shares; 2025Q3: 782 shares; 2025Q4: 797 shares; 2026Q1: 756 shares 756 $266K 0.06% -41 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,224 shares; 2025Q2: 2,519 shares; 2025Q3: 2,510 shares; 2025Q4: 2,496 shares; 2026Q1: 2,414 shares 2,414 $265K 0.06% -82 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,389 shares; 2025Q3: 1,547 shares; 2025Q4: 1,588 shares; 2026Q1: 1,704 shares 1,704 $265K 0.06% +116 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: 2,166 shares; 2025Q3: 2,135 shares; 2025Q4: 2,232 shares; 2026Q1: 2,145 shares 2,145 $263K 0.06% -87 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: 6,641 shares; 2024Q4: 5,153 shares; 2025Q1: 4,520 shares; 2025Q2: 4,082 shares; 2025Q3: 4,094 shares; 2025Q4: 3,510 shares; 2026Q1: 2,543 shares 2,543 $252K 0.06% -967 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,144 shares; 2024Q4: 4,626 shares; 2025Q1: 4,724 shares; 2025Q2: 4,843 shares; 2025Q3: 4,835 shares; 2025Q4: 4,672 shares; 2026Q1: 3,872 shares 3,872 $249K 0.06% -800 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,969 shares; 2025Q3: 3,384 shares; 2025Q4: 3,325 shares; 2026Q1: 3,286 shares 3,286 $247K 0.06% -39 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: 1,021 shares; 2025Q3: 840 shares; 2025Q4: 774 shares; 2026Q1: 754 shares 754 $246K 0.06% -20 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,665 shares; 2024Q4: 17,665 shares; 2025Q1: 17,665 shares; 2025Q2: 17,665 shares; 2025Q3: 17,665 shares; 2025Q4: 17,665 shares; 2026Q1: 17,665 shares 17,665 $244K 0.06% 0 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: not reported; 2025Q3: not reported; 2025Q4: 4,113 shares; 2026Q1: 4,116 shares 4,116 $242K 0.06% +3 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,102 shares; 2025Q3: 988 shares; 2025Q4: 955 shares; 2026Q1: 863 shares 863 $241K 0.06% -92 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,887 shares; 2025Q3: 1,850 shares; 2025Q4: 2,044 shares; 2026Q1: 1,861 shares 1,861 $240K 0.06% -183 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 596 shares; 2025Q3: 539 shares; 2025Q4: 518 shares; 2026Q1: 504 shares 504 $239K 0.06% -14 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,396 shares; 2025Q4: 7,396 shares; 2026Q1: 7,396 shares 7,396 $238K 0.06% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,786 shares; 2024Q4: 12,136 shares; 2025Q1: 12,505 shares; 2025Q2: 12,891 shares; 2025Q3: 13,286 shares; 2025Q4: 13,437 shares; 2026Q1: 13,881 shares 13,881 $238K 0.06% +444 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP 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: 18,660 shares; 2025Q3: 12,829 shares; 2025Q4: 12,024 shares; 2026Q1: 12,024 shares 12,024 $237K 0.06% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,889 shares; 2025Q3: 1,572 shares; 2025Q4: 1,462 shares; 2026Q1: 1,418 shares 1,418 $233K 0.06% -44 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,731 shares 4,731 $232K 0.06% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,124 shares 3,124 $227K 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: not reported; 2026Q1: 625 shares 625 $223K 0.05% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP 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: 10,252 shares; 2025Q3: 8,888 shares; 2025Q4: 8,703 shares; 2026Q1: 8,393 shares 8,393 $219K 0.05% -310 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 769 shares; 2025Q3: 693 shares; 2025Q4: not reported; 2026Q1: 441 shares 441 $219K 0.05% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,316 shares; 2025Q3: 1,200 shares; 2025Q4: not reported; 2026Q1: 1,119 shares 1,119 $217K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,280 shares; 2025Q4: not reported; 2026Q1: 4,678 shares 4,678 $217K 0.05% new Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,629 shares 1,629 $213K 0.05% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,847 shares 3,847 $212K 0.05% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,030 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,251 shares; 2026Q1: 2,251 shares 2,251 $212K 0.05% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,815 shares; 2025Q3: 9,231 shares; 2025Q4: 9,213 shares; 2026Q1: 8,815 shares 8,815 $210K 0.05% -398 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,891 shares; 2025Q3: 5,878 shares; 2025Q4: 5,741 shares; 2026Q1: 5,349 shares 5,349 $209K 0.05% -392 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,008 shares; 2026Q1: 3,061 shares 3,061 $208K 0.05% +53 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,350 shares; 2026Q1: 1,406 shares 1,406 $205K 0.05% +56 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,070 shares 4,070 $205K 0.05% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN 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: 396 shares; 2025Q3: 392 shares; 2025Q4: not reported; 2026Q1: 279 shares 279 $203K 0.05% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,516 shares; 2026Q1: 13,011 shares 13,011 $176K 0.04% +1,495 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 17,369 shares; 2025Q3: 18,239 shares; 2025Q4: 18,113 shares; 2026Q1: 16,976 shares 16,976 $136K 0.03% -1,137 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,030 shares; 2025Q3: 13,993 shares; 2025Q4: 13,771 shares; 2026Q1: 12,745 shares 12,745 $101K 0.02% -1,026 Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,719 shares; 2025Q3: 12,218 shares; 2025Q4: not reported; 2026Q1: 13,733 shares 13,733 $53.3K 0.01% new Timeline