SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,205,369 shares; 2024Q4: 3,613,912 shares; 2025Q1: 4,023,317 shares; 2025Q2: 4,312,251 shares; 2025Q3: 4,554,909 shares; 2025Q4: 4,917,441 shares; 2026Q1: 5,218,730 shares 5,218,730 $399M 8.28% +301,289 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: 1,877,590 shares; 2024Q4: 2,220,633 shares; 2025Q1: 2,494,414 shares; 2025Q2: 2,649,344 shares; 2025Q3: 2,855,180 shares; 2025Q4: 3,132,601 shares; 2026Q1: 3,394,321 shares 3,394,321 $307M 6.37% +261,720 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,260,561 shares; 2024Q4: 3,617,793 shares; 2025Q1: 3,923,459 shares; 2025Q2: 4,141,363 shares; 2025Q3: 4,470,696 shares; 2025Q4: 4,959,574 shares; 2026Q1: 5,289,178 shares 5,289,178 $248M 5.15% +329,604 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: 348,520 shares; 2024Q4: 340,880 shares; 2025Q1: 348,814 shares; 2025Q2: 344,699 shares; 2025Q3: 322,250 shares; 2025Q4: 308,557 shares; 2026Q1: 303,803 shares 303,803 $198M 4.1% -4,754 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,473,630 shares; 2024Q4: 5,690,525 shares; 2025Q1: 6,104,423 shares; 2025Q2: 6,389,947 shares; 2025Q3: 6,703,746 shares; 2025Q4: 7,473,456 shares; 2026Q1: 8,169,778 shares 8,169,778 $187M 3.88% +696,322 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: 815,623 shares; 2024Q4: 975,785 shares; 2025Q1: 1,122,671 shares; 2025Q2: 1,306,563 shares; 2025Q3: 1,502,276 shares; 2025Q4: 1,722,529 shares; 2026Q1: 1,870,534 shares 1,870,534 $131M 2.72% +148,005 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 808,098 shares; 2024Q4: 1,117,851 shares; 2025Q1: 1,290,398 shares; 2025Q2: 1,449,210 shares; 2025Q3: 1,776,456 shares; 2025Q4: 2,073,892 shares; 2026Q1: 2,356,271 shares 2,356,271 $125M 2.6% +282,379 Timeline VGSH 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: 1,150,437 shares; 2024Q4: 1,259,783 shares; 2025Q1: 1,346,379 shares; 2025Q2: 1,412,670 shares; 2025Q3: 1,615,766 shares; 2025Q4: 1,792,608 shares; 2026Q1: 2,070,258 shares 2,070,258 $121M 2.51% +277,650 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: 328,412 shares; 2024Q4: 365,560 shares; 2025Q1: 397,338 shares; 2025Q2: 420,323 shares; 2025Q3: 451,129 shares; 2025Q4: 517,375 shares; 2026Q1: 583,386 shares 583,386 $120M 2.49% +66,011 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,845 shares; 2024Q4: 156,264 shares; 2025Q1: 183,036 shares; 2025Q2: 206,087 shares; 2025Q3: 231,740 shares; 2025Q4: 256,585 shares; 2026Q1: 266,977 shares 266,977 $109M 2.26% +10,392 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: 426,442 shares; 2024Q4: 446,037 shares; 2025Q1: 455,868 shares; 2025Q2: 461,990 shares; 2025Q3: 463,216 shares; 2025Q4: 469,285 shares; 2026Q1: 467,630 shares 467,630 $101M 2.09% -1,655 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: 661,438 shares; 2024Q4: 715,040 shares; 2025Q1: 772,819 shares; 2025Q2: 807,749 shares; 2025Q3: 784,549 shares; 2025Q4: 844,550 shares; 2026Q1: 1,060,953 shares 1,060,953 $74M 1.53% +216,403 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 939,577 shares; 2024Q4: 965,739 shares; 2025Q1: 918,698 shares; 2025Q2: 897,233 shares; 2025Q3: 930,109 shares; 2025Q4: 908,470 shares; 2026Q1: 831,189 shares 831,189 $68.6M 1.42% -77,281 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444,357 shares; 2024Q4: 493,402 shares; 2025Q1: 531,083 shares; 2025Q2: 559,551 shares; 2025Q3: 633,358 shares; 2025Q4: 700,484 shares; 2026Q1: 738,417 shares 738,417 $64M 1.33% +37,933 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,312 shares; 2024Q4: 461,753 shares; 2025Q1: 482,566 shares; 2025Q2: 473,318 shares; 2025Q3: 537,320 shares; 2025Q4: 552,162 shares; 2026Q1: 581,266 shares 581,266 $56.5M 1.17% +29,104 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 640,696 shares; 2024Q4: 613,091 shares; 2025Q1: 586,168 shares; 2025Q2: 625,749 shares; 2025Q3: 664,443 shares; 2025Q4: 633,324 shares; 2026Q1: 694,996 shares 694,996 $55.1M 1.14% +61,672 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401,020 shares; 2024Q4: 442,401 shares; 2025Q1: 546,464 shares; 2025Q2: 604,521 shares; 2025Q3: 717,937 shares; 2025Q4: 815,286 shares; 2026Q1: 987,732 shares 987,732 $51.9M 1.08% +172,446 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: 238,230 shares; 2024Q4: 238,096 shares; 2025Q1: 244,638 shares; 2025Q2: 246,732 shares; 2025Q3: 274,334 shares; 2025Q4: 284,017 shares; 2026Q1: 287,014 shares 287,014 $50.1M 1.04% +2,997 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: 255,363 shares; 2024Q4: 378,602 shares; 2025Q1: 400,985 shares; 2025Q2: 414,305 shares; 2025Q3: 473,087 shares; 2025Q4: 491,983 shares; 2026Q1: 494,966 shares 494,966 $49.1M 1.02% +2,983 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361,867 shares; 2024Q4: 373,396 shares; 2025Q1: 364,598 shares; 2025Q2: 354,984 shares; 2025Q3: 409,944 shares; 2025Q4: 413,848 shares; 2026Q1: 410,840 shares 410,840 $48.7M 1.01% -3,008 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: 61,224 shares; 2024Q4: 59,813 shares; 2025Q1: 64,081 shares; 2025Q2: 66,907 shares; 2025Q3: 62,615 shares; 2025Q4: 65,485 shares; 2026Q1: 72,567 shares 72,567 $47.4M 0.98% +7,082 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: 70,449 shares; 2024Q4: 71,660 shares; 2025Q1: 74,783 shares; 2025Q2: 75,271 shares; 2025Q3: 75,978 shares; 2025Q4: 77,056 shares; 2026Q1: 77,408 shares 77,408 $46.3M 0.96% +352 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: 124,974 shares; 2024Q4: 118,739 shares; 2025Q1: 124,650 shares; 2025Q2: 122,537 shares; 2025Q3: 121,410 shares; 2025Q4: 121,067 shares; 2026Q1: 118,075 shares 118,075 $43.7M 0.91% -2,992 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: 135,929 shares; 2024Q4: 131,698 shares; 2025Q1: 128,041 shares; 2025Q2: 105,489 shares; 2025Q3: 96,637 shares; 2025Q4: 100,000 shares; 2026Q1: 100,267 shares 100,267 $42.8M 0.89% +267 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: 87,295 shares; 2024Q4: 81,882 shares; 2025Q1: not reported; 2025Q2: 77,871 shares; 2025Q3: 76,864 shares; 2025Q4: 70,440 shares; 2026Q1: 72,338 shares 72,338 $41.8M 0.87% +1,898 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: 106,889 shares; 2024Q4: 114,912 shares; 2025Q1: 117,650 shares; 2025Q2: 118,933 shares; 2025Q3: 117,771 shares; 2025Q4: 125,746 shares; 2026Q1: 162,789 shares 162,789 $41.3M 0.86% +37,043 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,588 shares; 2024Q4: 185,607 shares; 2025Q1: 184,182 shares; 2025Q2: 190,457 shares; 2025Q3: 193,473 shares; 2025Q4: 196,244 shares; 2026Q1: 184,861 shares 184,861 $36.3M 0.75% -11,383 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,557 shares; 2024Q4: 146,188 shares; 2025Q1: 178,755 shares; 2025Q2: 218,607 shares; 2025Q3: 206,778 shares; 2025Q4: 240,652 shares; 2026Q1: 290,288 shares 290,288 $31.8M 0.66% +49,636 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: 52,919 shares; 2025Q3: 296,678 shares; 2025Q4: 340,032 shares; 2026Q1: 283,971 shares 283,971 $31.8M 0.66% -56,061 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: 144,339 shares; 2024Q4: 143,764 shares; 2025Q1: 157,789 shares; 2025Q2: 162,271 shares; 2025Q3: 157,075 shares; 2025Q4: 156,133 shares; 2026Q1: 150,797 shares 150,797 $31.4M 0.65% -5,336 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,224 shares; 2024Q4: 48,156 shares; 2025Q1: 54,842 shares; 2025Q2: 57,567 shares; 2025Q3: 67,063 shares; 2025Q4: 97,091 shares; 2026Q1: 105,782 shares 105,782 $30.4M 0.63% +8,691 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: 79,135 shares; 2024Q4: 76,328 shares; 2025Q1: 75,267 shares; 2025Q2: 72,532 shares; 2025Q3: 66,510 shares; 2025Q4: 64,050 shares; 2026Q1: 67,546 shares 67,546 $29.5M 0.61% +3,496 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,664 shares; 2024Q4: 244,933 shares; 2025Q1: 245,377 shares; 2025Q2: 269,337 shares; 2025Q3: 303,386 shares; 2025Q4: 323,846 shares; 2026Q1: 339,843 shares 339,843 $28.1M 0.58% +15,997 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,095 shares; 2024Q4: 34,146 shares; 2025Q1: 35,254 shares; 2025Q2: 39,050 shares; 2025Q3: 48,717 shares; 2025Q4: 98,908 shares; 2026Q1: 364,701 shares 364,701 $27.1M 0.56% +265,793 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: 98,132 shares; 2024Q4: 461,529 shares; 2025Q1: 637,150 shares; 2025Q2: 686,148 shares; 2025Q3: 703,345 shares; 2025Q4: 844,739 shares; 2026Q1: 910,065 shares 910,065 $26.5M 0.55% +65,326 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: 111,705 shares; 2024Q4: 101,900 shares; 2025Q1: 98,471 shares; 2025Q2: 84,501 shares; 2025Q3: 93,820 shares; 2025Q4: 96,766 shares; 2026Q1: 91,125 shares 91,125 $26.2M 0.54% -5,641 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,444 shares; 2024Q4: 321,629 shares; 2025Q1: 257,609 shares; 2025Q2: 276,164 shares; 2025Q3: 245,036 shares; 2025Q4: 229,265 shares; 2026Q1: 225,227 shares 225,227 $25.5M 0.53% -4,038 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: 59,350 shares; 2024Q4: 60,850 shares; 2025Q1: 57,028 shares; 2025Q2: 41,188 shares; 2025Q3: 60,034 shares; 2025Q4: 68,651 shares; 2026Q1: 96,944 shares 96,944 $24M 0.5% +28,293 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,934 shares; 2024Q4: 184,724 shares; 2025Q1: 197,568 shares; 2025Q2: 204,954 shares; 2025Q3: 210,314 shares; 2025Q4: 215,231 shares; 2026Q1: 214,063 shares 214,063 $23.3M 0.48% -1,168 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,125 shares; 2024Q4: 816,753 shares; 2025Q1: 853,767 shares; 2025Q2: 1,004,274 shares; 2025Q3: 797,743 shares; 2025Q4: 743,973 shares; 2026Q1: 739,850 shares 739,850 $22.7M 0.47% -4,123 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: 414,663 shares; 2024Q4: 387,708 shares; 2025Q1: 375,378 shares; 2025Q2: 361,893 shares; 2025Q3: 341,245 shares; 2025Q4: 328,581 shares; 2026Q1: 330,663 shares 330,663 $22.3M 0.46% +2,082 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: 94,595 shares; 2024Q4: 94,387 shares; 2025Q1: 95,472 shares; 2025Q2: 97,085 shares; 2025Q3: 85,006 shares; 2025Q4: 83,509 shares; 2026Q1: 74,494 shares 74,494 $21.9M 0.45% -9,015 Timeline HYS 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: 124,687 shares; 2024Q4: 139,566 shares; 2025Q1: 151,520 shares; 2025Q2: 158,694 shares; 2025Q3: 182,180 shares; 2025Q4: 198,764 shares; 2026Q1: 227,398 shares 227,398 $21.2M 0.44% +28,634 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: 67,273 shares; 2024Q4: 59,360 shares; 2025Q1: 62,575 shares; 2025Q2: 69,800 shares; 2025Q3: 55,734 shares; 2025Q4: 64,927 shares; 2026Q1: 65,718 shares 65,718 $20.3M 0.42% +791 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,406 shares; 2024Q4: 263,615 shares; 2025Q1: 234,479 shares; 2025Q2: 309,264 shares; 2025Q3: 413,985 shares; 2025Q4: 460,223 shares; 2026Q1: 473,908 shares 473,908 $20.2M 0.42% +13,685 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: 109,249 shares; 2024Q4: 147,935 shares; 2025Q1: 109,262 shares; 2025Q2: 112,827 shares; 2025Q3: 106,602 shares; 2025Q4: 155,876 shares; 2026Q1: 90,809 shares 90,809 $19.4M 0.4% -65,067 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: 73,148 shares; 2024Q4: 73,814 shares; 2025Q1: 77,968 shares; 2025Q2: 79,358 shares; 2025Q3: 86,495 shares; 2025Q4: 80,003 shares; 2026Q1: 92,800 shares 92,800 $19.2M 0.4% +12,797 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: 41,392 shares; 2024Q4: 40,633 shares; 2025Q1: 42,782 shares; 2025Q2: 40,884 shares; 2025Q3: 41,064 shares; 2025Q4: 34,557 shares; 2026Q1: 33,435 shares 33,435 $19.1M 0.4% -1,122 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: 28,481 shares; 2024Q4: 34,095 shares; 2025Q1: 36,672 shares; 2025Q2: 35,477 shares; 2025Q3: 40,424 shares; 2025Q4: 40,104 shares; 2026Q1: 50,724 shares 50,724 $18.1M 0.38% +10,620 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: 34,615 shares; 2024Q4: 39,519 shares; 2025Q1: 44,695 shares; 2025Q2: 51,235 shares; 2025Q3: 52,289 shares; 2025Q4: 46,098 shares; 2026Q1: 41,190 shares 41,190 $17.7M 0.37% -4,908 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,045 shares; 2024Q4: 106,138 shares; 2025Q1: 99,272 shares; 2025Q2: 94,595 shares; 2025Q3: 96,061 shares; 2025Q4: 89,749 shares; 2026Q1: 82,186 shares 82,186 $17.4M 0.36% -7,563 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,121 shares; 2024Q4: 235,015 shares; 2025Q1: 236,042 shares; 2025Q2: 206,203 shares; 2025Q3: 214,364 shares; 2025Q4: 216,461 shares; 2026Q1: 208,114 shares 208,114 $16.3M 0.34% -8,347 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,380 shares; 2024Q4: 183,505 shares; 2025Q1: 218,436 shares; 2025Q2: 253,299 shares; 2025Q3: 310,029 shares; 2025Q4: 376,965 shares; 2026Q1: 446,202 shares 446,202 $16.1M 0.33% +69,237 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: 31,994 shares; 2024Q4: 50,171 shares; 2025Q1: 67,807 shares; 2025Q2: 88,007 shares; 2025Q3: 104,286 shares; 2025Q4: 132,212 shares; 2026Q1: 149,522 shares 149,522 $15.9M 0.33% +17,310 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,667 shares; 2024Q4: 40,388 shares; 2025Q1: 46,985 shares; 2025Q2: 51,313 shares; 2025Q3: 54,315 shares; 2025Q4: 56,994 shares; 2026Q1: 56,364 shares 56,364 $14.8M 0.31% -630 Timeline TFI 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: 141,532 shares; 2024Q4: 186,542 shares; 2025Q1: 200,022 shares; 2025Q2: 151,882 shares; 2025Q3: 198,474 shares; 2025Q4: 246,457 shares; 2026Q1: 319,649 shares 319,649 $14.5M 0.3% +73,192 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: 70,411 shares; 2024Q4: 68,344 shares; 2025Q1: 78,953 shares; 2025Q2: 80,146 shares; 2025Q3: 77,895 shares; 2025Q4: 68,073 shares; 2026Q1: 66,201 shares 66,201 $14.4M 0.3% -1,872 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,644 shares; 2024Q4: 132,023 shares; 2025Q1: 131,901 shares; 2025Q2: 130,802 shares; 2025Q3: 134,506 shares; 2025Q4: 137,240 shares; 2026Q1: 145,942 shares 145,942 $13.9M 0.29% +8,702 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: 149,063 shares; 2024Q4: 149,318 shares; 2025Q1: 150,279 shares; 2025Q2: 138,647 shares; 2025Q3: 129,128 shares; 2025Q4: 116,814 shares; 2026Q1: 102,851 shares 102,851 $12.8M 0.27% -13,963 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: 160,406 shares; 2024Q4: 180,977 shares; 2025Q1: 178,677 shares; 2025Q2: 167,432 shares; 2025Q3: 151,762 shares; 2025Q4: 156,294 shares; 2026Q1: 163,011 shares 163,011 $12.6M 0.26% +6,717 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: 35,151 shares; 2024Q4: 33,477 shares; 2025Q1: 38,490 shares; 2025Q2: 30,941 shares; 2025Q3: 35,805 shares; 2025Q4: 34,909 shares; 2026Q1: 43,498 shares 43,498 $12.5M 0.26% +8,589 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: 116,416 shares; 2024Q4: 112,160 shares; 2025Q1: 114,036 shares; 2025Q2: 102,878 shares; 2025Q3: 96,482 shares; 2025Q4: 90,288 shares; 2026Q1: 72,904 shares 72,904 $12.1M 0.25% -17,384 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,799 shares; 2024Q4: 120,807 shares; 2025Q1: 142,370 shares; 2025Q2: 153,411 shares; 2025Q3: 159,024 shares; 2025Q4: 168,129 shares; 2026Q1: 173,123 shares 173,123 $11.9M 0.25% +4,994 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,339 shares; 2024Q4: 115,083 shares; 2025Q1: 99,275 shares; 2025Q2: 98,106 shares; 2025Q3: 93,300 shares; 2025Q4: 83,160 shares; 2026Q1: 80,317 shares 80,317 $11.7M 0.24% -2,843 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: 125,069 shares; 2024Q4: 128,392 shares; 2025Q1: 146,621 shares; 2025Q2: 150,175 shares; 2025Q3: 147,939 shares; 2025Q4: 152,009 shares; 2026Q1: 153,269 shares 153,269 $11.3M 0.23% +1,260 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: 61,060 shares; 2024Q4: 58,274 shares; 2025Q1: 98,425 shares; 2025Q2: 117,926 shares; 2025Q3: 106,274 shares; 2025Q4: 108,167 shares; 2026Q1: 125,761 shares 125,761 $10.9M 0.23% +17,594 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: 68,611 shares; 2024Q4: 67,994 shares; 2025Q1: 85,435 shares; 2025Q2: 83,327 shares; 2025Q3: 92,165 shares; 2025Q4: 87,108 shares; 2026Q1: 81,617 shares 81,617 $10.8M 0.22% -5,491 Timeline SHM 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: 227,937 shares; 2024Q4: 259,052 shares; 2025Q1: 248,549 shares; 2025Q2: 245,526 shares; 2025Q3: 246,072 shares; 2025Q4: 238,126 shares; 2026Q1: 216,392 shares 216,392 $10.4M 0.21% -21,734 Timeline VWOB 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: 172,681 shares; 2024Q4: 144,648 shares; 2025Q1: 146,882 shares; 2025Q2: 150,058 shares; 2025Q3: 126,322 shares; 2025Q4: 139,246 shares; 2026Q1: 151,061 shares 151,061 $9.92M 0.21% +11,815 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: 258,954 shares; 2024Q4: 261,250 shares; 2025Q1: 269,244 shares; 2025Q2: 274,719 shares; 2025Q3: 221,336 shares; 2025Q4: 148,620 shares; 2026Q1: 195,986 shares 195,986 $9.84M 0.2% +47,366 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,509 shares; 2024Q4: 53,505 shares; 2025Q1: 45,225 shares; 2025Q2: 44,656 shares; 2025Q3: 65,256 shares; 2025Q4: 83,200 shares; 2026Q1: 69,921 shares 69,921 $9.74M 0.2% -13,279 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: 38,892 shares; 2024Q4: 40,148 shares; 2025Q1: 49,572 shares; 2025Q2: 55,474 shares; 2025Q3: 56,725 shares; 2025Q4: 56,547 shares; 2026Q1: 62,431 shares 62,431 $9.68M 0.2% +5,884 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: 171,605 shares; 2024Q4: 182,327 shares; 2025Q1: 173,466 shares; 2025Q2: 159,729 shares; 2025Q3: 117,184 shares; 2025Q4: 105,148 shares; 2026Q1: 93,484 shares 93,484 $9.56M 0.2% -11,664 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,265 shares; 2024Q4: 17,966 shares; 2025Q1: 19,141 shares; 2025Q2: 14,481 shares; 2025Q3: 13,731 shares; 2025Q4: 13,544 shares; 2026Q1: 13,535 shares 13,535 $9.44M 0.2% -9 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,916 shares; 2024Q4: 48,927 shares; 2025Q1: 52,282 shares; 2025Q2: 60,165 shares; 2025Q3: 64,568 shares; 2025Q4: 63,820 shares; 2026Q1: 62,064 shares 62,064 $9.4M 0.19% -1,756 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: 21,191 shares; 2024Q4: not reported; 2025Q1: 21,094 shares; 2025Q2: 26,672 shares; 2025Q3: 28,717 shares; 2025Q4: 28,608 shares; 2026Q1: 26,987 shares 26,987 $9.12M 0.19% -1,621 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: 35,885 shares; 2024Q4: 37,098 shares; 2025Q1: 37,574 shares; 2025Q2: 30,762 shares; 2025Q3: 38,535 shares; 2025Q4: 92,907 shares; 2026Q1: 94,858 shares 94,858 $8.89M 0.18% +1,951 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: 20,088 shares; 2024Q4: 19,764 shares; 2025Q1: 19,388 shares; 2025Q2: 20,556 shares; 2025Q3: 20,896 shares; 2025Q4: 20,657 shares; 2026Q1: 17,795 shares 17,795 $8.89M 0.18% -2,862 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: 76,754 shares; 2024Q4: 74,829 shares; 2025Q1: 74,041 shares; 2025Q2: 75,877 shares; 2025Q3: 112,633 shares; 2025Q4: 110,711 shares; 2026Q1: 107,349 shares 107,349 $8.55M 0.18% -3,362 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,403 shares; 2024Q4: 149,600 shares; 2025Q1: 152,555 shares; 2025Q2: 153,772 shares; 2025Q3: 160,311 shares; 2025Q4: 165,360 shares; 2026Q1: 166,045 shares 166,045 $8.28M 0.17% +685 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: 14,962 shares; 2024Q4: 15,163 shares; 2025Q1: 15,049 shares; 2025Q2: 16,903 shares; 2025Q3: 15,514 shares; 2025Q4: 16,320 shares; 2026Q1: 16,859 shares 16,859 $8.08M 0.17% +539 Timeline VV 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: 4,970 shares; 2024Q4: 5,786 shares; 2025Q1: 7,021 shares; 2025Q2: 7,261 shares; 2025Q3: 10,338 shares; 2025Q4: 19,866 shares; 2026Q1: 27,019 shares 27,019 $8.07M 0.17% +7,153 Timeline DEM 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: 72,638 shares; 2024Q4: 81,993 shares; 2025Q1: 103,345 shares; 2025Q2: 109,604 shares; 2025Q3: 134,654 shares; 2025Q4: 159,540 shares; 2026Q1: 161,038 shares 161,038 $8M 0.17% +1,498 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,521 shares; 2024Q4: 42,652 shares; 2025Q1: 46,732 shares; 2025Q2: 48,481 shares; 2025Q3: 51,625 shares; 2025Q4: 52,895 shares; 2026Q1: 82,077 shares 82,077 $7.98M 0.17% +29,182 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: 33,076 shares; 2024Q4: 56,407 shares; 2025Q1: 61,908 shares; 2025Q2: 64,810 shares; 2025Q3: 66,805 shares; 2025Q4: 54,168 shares; 2026Q1: 32,478 shares 32,478 $7.94M 0.16% -21,690 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: 88,930 shares; 2026Q1: 84,673 shares 84,673 $7.89M 0.16% -4,257 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: 94,467 shares; 2024Q4: 43,917 shares; 2025Q1: 40,188 shares; 2025Q2: 105,819 shares; 2025Q3: 119,432 shares; 2025Q4: 113,560 shares; 2026Q1: 133,493 shares 133,493 $7.81M 0.16% +19,933 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: 46,938 shares; 2024Q4: 31,265 shares; 2025Q1: 78,914 shares; 2025Q2: 99,674 shares; 2025Q3: 116,729 shares; 2025Q4: 111,339 shares; 2026Q1: 107,206 shares 107,206 $7.7M 0.16% -4,133 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: 32,005 shares; 2024Q4: 41,353 shares; 2025Q1: 52,000 shares; 2025Q2: 63,946 shares; 2025Q3: 68,395 shares; 2025Q4: 64,732 shares; 2026Q1: 44,054 shares 44,054 $7.47M 0.16% -20,678 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: 42,314 shares; 2024Q4: 46,023 shares; 2025Q1: 45,927 shares; 2025Q2: 83,382 shares; 2025Q3: 59,438 shares; 2025Q4: 78,128 shares; 2026Q1: 70,091 shares 70,091 $7.44M 0.15% -8,037 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,117 shares; 2024Q4: 112,168 shares; 2025Q1: 129,847 shares; 2025Q2: 140,891 shares; 2025Q3: 179,751 shares; 2025Q4: 201,883 shares; 2026Q1: 243,349 shares 243,349 $7.32M 0.15% +41,466 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: 2,074 shares; 2024Q4: 2,083 shares; 2025Q1: 2,006 shares; 2025Q2: 4,180 shares; 2025Q3: 9,123 shares; 2025Q4: 21,228 shares; 2026Q1: 24,718 shares 24,718 $7.3M 0.15% +3,490 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: 98,284 shares; 2024Q4: 99,473 shares; 2025Q1: 103,844 shares; 2025Q2: 94,947 shares; 2025Q3: 84,314 shares; 2025Q4: 81,649 shares; 2026Q1: 76,979 shares 76,979 $7.15M 0.15% -4,670 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: 83,039 shares; 2024Q4: 68,916 shares; 2025Q1: 78,174 shares; 2025Q2: 63,164 shares; 2025Q3: 24,481 shares; 2025Q4: 39,014 shares; 2026Q1: 59,416 shares 59,416 $7.15M 0.15% +20,402 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: 142,540 shares; 2024Q4: 138,143 shares; 2025Q1: 148,208 shares; 2025Q2: 155,003 shares; 2025Q3: 157,577 shares; 2025Q4: 156,612 shares; 2026Q1: 145,848 shares 145,848 $7.11M 0.15% -10,764 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: 98,409 shares; 2024Q4: 97,157 shares; 2025Q1: 103,804 shares; 2025Q2: 102,647 shares; 2025Q3: 99,734 shares; 2025Q4: 104,964 shares; 2026Q1: 91,548 shares 91,548 $7.1M 0.15% -13,416 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: 40,737 shares; 2024Q4: 42,884 shares; 2025Q1: 38,738 shares; 2025Q2: 29,476 shares; 2025Q3: 26,082 shares; 2025Q4: 43,007 shares; 2026Q1: 75,338 shares 75,338 $6.94M 0.14% +32,331 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: 197,315 shares; 2024Q4: 174,246 shares; 2025Q1: 130,632 shares; 2025Q2: 165,286 shares; 2025Q3: 223,324 shares; 2025Q4: 186,392 shares; 2026Q1: 238,098 shares 238,098 $6.9M 0.14% +51,706 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: 51,261 shares; 2024Q4: 48,524 shares; 2025Q1: not reported; 2025Q2: 48,108 shares; 2025Q3: 42,495 shares; 2025Q4: 41,315 shares; 2026Q1: 35,678 shares 35,678 $6.88M 0.14% -5,637 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: 200,657 shares; 2024Q4: 198,051 shares; 2025Q1: 203,684 shares; 2025Q2: 201,114 shares; 2025Q3: 141,699 shares; 2025Q4: 132,644 shares; 2026Q1: 130,192 shares 130,192 $6.77M 0.14% -2,452 Timeline SJNK 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: 73,776 shares; 2024Q4: 88,884 shares; 2025Q1: 119,660 shares; 2025Q2: 126,204 shares; 2025Q3: 192,048 shares; 2025Q4: 231,614 shares; 2026Q1: 269,415 shares 269,415 $6.73M 0.14% +37,801 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: 45,546 shares; 2024Q4: 49,821 shares; 2025Q1: 51,629 shares; 2025Q2: 51,460 shares; 2025Q3: 55,327 shares; 2025Q4: 51,589 shares; 2026Q1: 51,235 shares 51,235 $6.71M 0.14% -354 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,208 shares; 2024Q4: 37,025 shares; 2025Q1: 34,122 shares; 2025Q2: 36,103 shares; 2025Q3: 39,197 shares; 2025Q4: 41,475 shares; 2026Q1: 72,150 shares 72,150 $6.61M 0.14% +30,675 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: 20,345 shares; 2024Q4: 19,765 shares; 2025Q1: 19,953 shares; 2025Q2: 21,861 shares; 2025Q3: 22,017 shares; 2025Q4: 21,636 shares; 2026Q1: 20,610 shares 20,610 $6.56M 0.14% -1,026 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: 14,588 shares; 2024Q4: 15,531 shares; 2025Q1: 17,590 shares; 2025Q2: 16,671 shares; 2025Q3: 27,964 shares; 2025Q4: 28,529 shares; 2026Q1: 28,779 shares 28,779 $6.5M 0.13% +250 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: 18,563 shares; 2024Q4: 18,971 shares; 2025Q1: 19,203 shares; 2025Q2: 17,102 shares; 2025Q3: 15,849 shares; 2025Q4: 14,588 shares; 2026Q1: 19,619 shares 19,619 $6.45M 0.13% +5,031 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: 20,952 shares; 2024Q4: 19,790 shares; 2025Q1: 18,878 shares; 2025Q2: 19,334 shares; 2025Q3: 23,052 shares; 2025Q4: 19,782 shares; 2026Q1: 20,045 shares 20,045 $6.43M 0.13% +263 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: 21,642 shares; 2024Q4: 22,638 shares; 2025Q1: 24,113 shares; 2025Q2: 25,608 shares; 2025Q3: 26,285 shares; 2025Q4: 22,859 shares; 2026Q1: 18,033 shares 18,033 $6.35M 0.13% -4,826 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: 101,796 shares; 2024Q4: 93,033 shares; 2025Q1: 108,510 shares; 2025Q2: 110,641 shares; 2025Q3: 120,147 shares; 2025Q4: 101,009 shares; 2026Q1: 130,249 shares 130,249 $6.28M 0.13% +29,240 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,996 shares; 2024Q4: 77,903 shares; 2025Q1: 82,377 shares; 2025Q2: 67,258 shares; 2025Q3: 60,335 shares; 2025Q4: 58,636 shares; 2026Q1: 55,282 shares 55,282 $6.21M 0.13% -3,354 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: 32,871 shares; 2024Q4: 26,198 shares; 2025Q1: 26,848 shares; 2025Q2: 27,156 shares; 2025Q3: 36,202 shares; 2025Q4: 34,471 shares; 2026Q1: 39,573 shares 39,573 $6.15M 0.13% +5,102 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: 92,686 shares; 2024Q4: 79,309 shares; 2025Q1: 82,352 shares; 2025Q2: 89,167 shares; 2025Q3: 64,675 shares; 2025Q4: 60,985 shares; 2026Q1: 49,272 shares 49,272 $6.12M 0.13% -11,713 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: 57,790 shares; 2024Q4: 68,500 shares; 2025Q1: 63,360 shares; 2025Q2: 65,557 shares; 2025Q3: 74,631 shares; 2025Q4: 83,460 shares; 2026Q1: 94,063 shares 94,063 $6.03M 0.13% +10,603 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: 11,046 shares; 2024Q4: 25,186 shares; 2025Q1: 12,757 shares; 2025Q2: 14,541 shares; 2025Q3: 14,971 shares; 2025Q4: 15,430 shares; 2026Q1: 16,152 shares 16,152 $6M 0.12% +722 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,744 shares 44,744 $5.96M 0.12% new 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: 99,295 shares; 2024Q4: 100,348 shares; 2025Q1: 111,534 shares; 2025Q2: 114,764 shares; 2025Q3: 130,375 shares; 2025Q4: 116,307 shares; 2026Q1: 109,357 shares 109,357 $5.91M 0.12% -6,950 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,957 shares; 2024Q4: 30,231 shares; 2025Q1: 31,544 shares; 2025Q2: 30,316 shares; 2025Q3: 35,788 shares; 2025Q4: 31,136 shares; 2026Q1: 50,986 shares 50,986 $5.9M 0.12% +19,850 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: 124,712 shares; 2024Q4: 97,899 shares; 2025Q1: 127,653 shares; 2025Q2: 153,109 shares; 2025Q3: 233,680 shares; 2025Q4: 184,275 shares; 2026Q1: 206,096 shares 206,096 $5.79M 0.12% +21,821 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: 35,489 shares; 2024Q4: 32,218 shares; 2025Q1: 27,497 shares; 2025Q2: 29,490 shares; 2025Q3: 23,029 shares; 2025Q4: 17,358 shares; 2026Q1: 18,646 shares 18,646 $5.64M 0.12% +1,288 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,949 shares; 2024Q4: 17,048 shares; 2025Q1: 46,826 shares; 2025Q2: 80,048 shares; 2025Q3: 98,910 shares; 2025Q4: 91,450 shares; 2026Q1: 111,242 shares 111,242 $5.64M 0.12% +19,792 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: 4,966 shares; 2024Q4: 6,507 shares; 2025Q1: 3,440 shares; 2025Q2: 3,567 shares; 2025Q3: 3,475 shares; 2025Q4: 6,459 shares; 2026Q1: 6,603 shares 6,603 $5.59M 0.12% +144 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,931 shares; 2024Q4: 56,153 shares; 2025Q1: 59,846 shares; 2025Q2: 66,708 shares; 2025Q3: 63,083 shares; 2025Q4: 61,895 shares; 2026Q1: 59,255 shares 59,255 $5.55M 0.12% -2,640 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,587 shares; 2024Q4: 60,132 shares; 2025Q1: 63,390 shares; 2025Q2: 68,219 shares; 2025Q3: 73,215 shares; 2025Q4: 73,166 shares; 2026Q1: 77,913 shares 77,913 $5.51M 0.11% +4,747 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: 12,543 shares; 2024Q4: 5,438 shares; 2025Q1: 5,607 shares; 2025Q2: 5,922 shares; 2025Q3: 5,898 shares; 2025Q4: 5,567 shares; 2026Q1: 5,854 shares 5,854 $5.38M 0.11% +287 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: 17,112 shares; 2024Q4: 16,239 shares; 2025Q1: 17,267 shares; 2025Q2: 18,389 shares; 2025Q3: 13,475 shares; 2025Q4: 13,515 shares; 2026Q1: 9,987 shares 9,987 $5.37M 0.11% -3,528 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,585 shares; 2024Q4: 43,155 shares; 2025Q1: 14,514 shares; 2025Q2: 14,106 shares; 2025Q3: 62,648 shares; 2025Q4: 48,081 shares; 2026Q1: 92,854 shares 92,854 $5.35M 0.11% +44,773 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: 70,277 shares; 2024Q4: 70,378 shares; 2025Q1: 74,537 shares; 2025Q2: 78,517 shares; 2025Q3: 72,851 shares; 2025Q4: 58,849 shares; 2026Q1: 39,727 shares 39,727 $5.21M 0.11% -19,122 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: 21,340 shares; 2024Q4: 20,864 shares; 2025Q1: 21,154 shares; 2025Q2: 19,930 shares; 2025Q3: 20,902 shares; 2025Q4: 17,751 shares; 2026Q1: 15,370 shares 15,370 $5.19M 0.11% -2,381 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: 8,149 shares; 2024Q4: 6,218 shares; 2025Q1: 7,550 shares; 2025Q2: 4,838 shares; 2025Q3: 5,025 shares; 2025Q4: 9,530 shares; 2026Q1: 10,400 shares 10,400 $5.11M 0.11% +870 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: 20,563 shares; 2024Q4: 19,767 shares; 2025Q1: 8,659 shares; 2025Q2: 15,715 shares; 2025Q3: 18,477 shares; 2025Q4: 17,967 shares; 2026Q1: 17,840 shares 17,840 $5.06M 0.1% -127 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: 33,127 shares; 2024Q4: 30,478 shares; 2025Q1: 31,476 shares; 2025Q2: 38,950 shares; 2025Q3: 26,726 shares; 2025Q4: 24,915 shares; 2026Q1: 24,309 shares 24,309 $5.06M 0.1% -606 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: 52,755 shares; 2024Q4: 164,172 shares; 2025Q1: 164,825 shares; 2025Q2: 183,614 shares; 2025Q3: 181,420 shares; 2025Q4: 186,757 shares; 2026Q1: 193,591 shares 193,591 $4.96M 0.1% +6,834 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: 740 shares; 2024Q4: 3,769 shares; 2025Q1: 9,545 shares; 2025Q2: 11,175 shares; 2025Q3: 8,338 shares; 2025Q4: 5,574 shares; 2026Q1: 5,602 shares 5,602 $4.89M 0.1% +28 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,577 shares; 2025Q4: 89,756 shares; 2026Q1: 128,192 shares 128,192 $4.87M 0.1% +38,436 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: 16,246 shares; 2024Q4: 13,791 shares; 2025Q1: 14,504 shares; 2025Q2: 14,477 shares; 2025Q3: 9,080 shares; 2025Q4: 8,795 shares; 2026Q1: 9,757 shares 9,757 $4.84M 0.1% +962 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,119 shares; 2024Q4: 51,114 shares; 2025Q1: 68,238 shares; 2025Q2: 76,410 shares; 2025Q3: 82,441 shares; 2025Q4: 76,432 shares; 2026Q1: 54,346 shares 54,346 $4.6M 0.1% -22,086 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: 43,525 shares; 2024Q4: 30,856 shares; 2025Q1: 30,167 shares; 2025Q2: 30,975 shares; 2025Q3: 30,046 shares; 2025Q4: 26,028 shares; 2026Q1: 31,813 shares 31,813 $4.6M 0.1% +5,785 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: 64,960 shares; 2024Q4: 55,592 shares; 2025Q1: not reported; 2025Q2: 53,765 shares; 2025Q3: 55,616 shares; 2025Q4: 67,242 shares; 2026Q1: 62,433 shares 62,433 $4.49M 0.09% -4,809 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: 15,017 shares; 2024Q4: 16,092 shares; 2025Q1: 20,079 shares; 2025Q2: 18,366 shares; 2025Q3: 21,196 shares; 2025Q4: 16,110 shares; 2026Q1: 12,910 shares 12,910 $4.41M 0.09% -3,200 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: 77,385 shares; 2024Q4: 75,985 shares; 2025Q1: 78,564 shares; 2025Q2: 76,543 shares; 2025Q3: 102,849 shares; 2025Q4: 93,939 shares; 2026Q1: 94,469 shares 94,469 $4.34M 0.09% +530 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,271 shares; 2024Q4: 44,451 shares; 2025Q1: 46,064 shares; 2025Q2: 58,115 shares; 2025Q3: 59,120 shares; 2025Q4: 70,885 shares; 2026Q1: 72,874 shares 72,874 $4.34M 0.09% +1,989 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: 17,935 shares; 2024Q4: 17,646 shares; 2025Q1: 16,091 shares; 2025Q2: 16,445 shares; 2025Q3: 17,812 shares; 2025Q4: 16,960 shares; 2026Q1: 17,873 shares 17,873 $4.33M 0.09% +913 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: 8,553 shares; 2024Q4: 4,765 shares; 2025Q1: 4,761 shares; 2025Q2: 7,224 shares; 2025Q3: 7,048 shares; 2025Q4: 3,547 shares; 2026Q1: 24,900 shares 24,900 $4.3M 0.09% +21,353 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: 39,412 shares; 2024Q4: 38,875 shares; 2025Q1: 40,743 shares; 2025Q2: 42,313 shares; 2025Q3: 43,692 shares; 2025Q4: 41,066 shares; 2026Q1: 37,758 shares 37,758 $4.28M 0.09% -3,308 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: 74,999 shares; 2024Q4: 86,883 shares; 2025Q1: 85,956 shares; 2025Q2: 85,567 shares; 2025Q3: 87,022 shares; 2025Q4: 85,833 shares; 2026Q1: 79,190 shares 79,190 $4.28M 0.09% -6,643 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: 3,900 shares; 2024Q4: 3,777 shares; 2025Q1: 11,878 shares; 2025Q2: 13,362 shares; 2025Q3: 12,649 shares; 2025Q4: 13,970 shares; 2026Q1: 13,572 shares 13,572 $4.22M 0.09% -398 Timeline CWI 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: 17,677 shares; 2024Q4: 75,952 shares; 2025Q1: 99,982 shares; 2025Q2: 92,719 shares; 2025Q3: 100,030 shares; 2025Q4: 102,718 shares; 2026Q1: 115,089 shares 115,089 $4.21M 0.09% +12,371 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: 34,325 shares; 2024Q4: 27,959 shares; 2025Q1: 35,629 shares; 2025Q2: 38,145 shares; 2025Q3: 27,174 shares; 2025Q4: 25,542 shares; 2026Q1: 25,366 shares 25,366 $4.17M 0.09% -176 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,882 shares; 2024Q4: 18,334 shares; 2025Q1: 19,364 shares; 2025Q2: 17,788 shares; 2025Q3: 18,183 shares; 2025Q4: 24,179 shares; 2026Q1: 25,766 shares 25,766 $4.05M 0.08% +1,587 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,778 shares; 2024Q4: 81,581 shares; 2025Q1: 62,832 shares; 2025Q2: 57,518 shares; 2025Q3: 56,792 shares; 2025Q4: 39,030 shares; 2026Q1: 36,622 shares 36,622 $4.04M 0.08% -2,408 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,601 shares; 2024Q4: 4,865 shares; 2025Q1: 19,808 shares; 2025Q2: 37,050 shares; 2025Q3: 38,712 shares; 2025Q4: 38,272 shares; 2026Q1: 42,992 shares 42,992 $4.04M 0.08% +4,720 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: 71,975 shares; 2024Q4: 68,750 shares; 2025Q1: 59,073 shares; 2025Q2: 69,489 shares; 2025Q3: 67,541 shares; 2025Q4: 56,312 shares; 2026Q1: 31,938 shares 31,938 $4.04M 0.08% -24,374 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,021 shares; 2024Q4: 59,707 shares; 2025Q1: 55,898 shares; 2025Q2: 55,830 shares; 2025Q3: 56,651 shares; 2025Q4: 54,319 shares; 2026Q1: 50,613 shares 50,613 $4.03M 0.08% -3,706 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,175 shares; 2024Q4: 28,663 shares; 2025Q1: 18,829 shares; 2025Q2: 18,321 shares; 2025Q3: 65,744 shares; 2025Q4: 62,413 shares; 2026Q1: 62,202 shares 62,202 $4.02M 0.08% -211 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: 16,685 shares; 2024Q4: 17,791 shares; 2025Q1: 19,894 shares; 2025Q2: 16,450 shares; 2025Q3: 15,280 shares; 2025Q4: 31,451 shares; 2026Q1: 29,922 shares 29,922 $3.98M 0.08% -1,529 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: 74,788 shares; 2024Q4: 79,616 shares; 2025Q1: 100,794 shares; 2025Q2: 93,331 shares; 2025Q3: 56,529 shares; 2025Q4: 52,517 shares; 2026Q1: 51,598 shares 51,598 $3.92M 0.08% -919 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,121 shares; 2024Q4: 4,982 shares; 2025Q1: 4,842 shares; 2025Q2: 4,558 shares; 2025Q3: 4,024 shares; 2025Q4: 3,692 shares; 2026Q1: 10,775 shares 10,775 $3.92M 0.08% +7,083 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: 37,905 shares; 2024Q4: 40,582 shares; 2025Q1: 43,030 shares; 2025Q2: 43,835 shares; 2025Q3: 42,063 shares; 2025Q4: 34,155 shares; 2026Q1: 29,785 shares 29,785 $3.9M 0.08% -4,370 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: 19,642 shares; 2024Q4: 22,344 shares; 2025Q1: 22,544 shares; 2025Q2: 22,618 shares; 2025Q3: 14,938 shares; 2025Q4: 15,985 shares; 2026Q1: 16,020 shares 16,020 $3.89M 0.08% +35 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,219 shares; 2024Q4: 10,003 shares; 2025Q1: 9,898 shares; 2025Q2: 10,398 shares; 2025Q3: 7,378 shares; 2025Q4: 7,788 shares; 2026Q1: 7,933 shares 7,933 $3.85M 0.08% +145 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: 56,694 shares; 2024Q4: 57,179 shares; 2025Q1: 56,519 shares; 2025Q2: 55,363 shares; 2025Q3: 47,537 shares; 2025Q4: 44,742 shares; 2026Q1: 51,097 shares 51,097 $3.84M 0.08% +6,355 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: 338 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 1,571 shares; 2025Q3: 3,403 shares; 2025Q4: 7,519 shares; 2026Q1: 9,981 shares 9,981 $3.83M 0.08% +2,462 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,195 shares; 2024Q4: 8,430 shares; 2025Q1: 9,565 shares; 2025Q2: 9,233 shares; 2025Q3: 138,635 shares; 2025Q4: 135,927 shares; 2026Q1: 138,909 shares 138,909 $3.81M 0.08% +2,982 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: 18,246 shares; 2025Q1: 19,638 shares; 2025Q2: 10,268 shares; 2025Q3: 30,000 shares; 2025Q4: 30,945 shares; 2026Q1: 30,951 shares 30,951 $3.8M 0.08% +6 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: 3,921 shares; 2024Q4: 5,109 shares; 2025Q1: 7,892 shares; 2025Q2: 7,915 shares; 2025Q3: 7,377 shares; 2025Q4: 34,836 shares; 2026Q1: 39,502 shares 39,502 $3.8M 0.08% +4,666 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: 38,695 shares; 2024Q4: 39,390 shares; 2025Q1: 42,170 shares; 2025Q2: 39,082 shares; 2025Q3: 38,250 shares; 2025Q4: 37,053 shares; 2026Q1: 36,761 shares 36,761 $3.77M 0.08% -292 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: 13,885 shares; 2024Q4: 16,477 shares; 2025Q1: 19,384 shares; 2025Q2: 16,697 shares; 2025Q3: 18,623 shares; 2025Q4: 23,094 shares; 2026Q1: 26,361 shares 26,361 $3.75M 0.08% +3,267 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,278 shares; 2024Q4: 26,210 shares; 2025Q1: 24,240 shares; 2025Q2: 49,954 shares; 2025Q3: 52,742 shares; 2025Q4: 66,505 shares; 2026Q1: 75,145 shares 75,145 $3.75M 0.08% +8,640 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,691 shares; 2025Q1: 1,691 shares; 2025Q2: 2,977 shares; 2025Q3: 2,324 shares; 2025Q4: 27,182 shares; 2026Q1: 65,166 shares 65,166 $3.69M 0.08% +37,984 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,924 shares 90,924 $3.61M 0.07% new Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 348 shares; 2025Q1: 346 shares; 2025Q2: 331 shares; 2025Q3: 47,684 shares; 2025Q4: 43,931 shares; 2026Q1: 38,276 shares 38,276 $3.58M 0.07% -5,655 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: 141,185 shares; 2024Q4: 131,821 shares; 2025Q1: 124,017 shares; 2025Q2: 131,196 shares; 2025Q3: 131,105 shares; 2025Q4: 114,428 shares; 2026Q1: 123,734 shares 123,734 $3.55M 0.07% +9,306 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: 3,771 shares; 2024Q4: 3,837 shares; 2025Q1: 2,637 shares; 2025Q2: 4,212 shares; 2025Q3: 3,699 shares; 2025Q4: 6,383 shares; 2026Q1: 5,745 shares 5,745 $3.54M 0.07% -638 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: 6,770 shares; 2024Q4: 7,013 shares; 2025Q1: 7,888 shares; 2025Q2: 8,480 shares; 2025Q3: 8,430 shares; 2025Q4: 8,801 shares; 2026Q1: 9,609 shares 9,609 $3.53M 0.07% +808 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: 1,354 shares; 2024Q4: 1,343 shares; 2025Q1: 1,521 shares; 2025Q2: 20,400 shares; 2025Q3: 20,119 shares; 2025Q4: 17,073 shares; 2026Q1: 19,273 shares 19,273 $3.52M 0.07% +2,200 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,017 shares; 2024Q4: 3,002 shares; 2025Q1: 1,410 shares; 2025Q2: 2,510 shares; 2025Q3: 1,210 shares; 2025Q4: 1,477 shares; 2026Q1: 2,650 shares 2,650 $3.5M 0.07% +1,173 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,595 shares; 2024Q4: 64,479 shares; 2025Q1: 55,516 shares; 2025Q2: 56,171 shares; 2025Q3: 60,918 shares; 2025Q4: 56,183 shares; 2026Q1: 55,749 shares 55,749 $3.48M 0.07% -434 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,497 shares; 2024Q4: 10,918 shares; 2025Q1: 11,390 shares; 2025Q2: 11,098 shares; 2025Q3: 10,619 shares; 2025Q4: 10,137 shares; 2026Q1: 9,568 shares 9,568 $3.48M 0.07% -569 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: 3,003 shares; 2024Q4: 2,951 shares; 2025Q1: 3,020 shares; 2025Q2: 2,463 shares; 2025Q3: 2,457 shares; 2025Q4: 5,107 shares; 2026Q1: 4,862 shares 4,862 $3.44M 0.07% -245 Timeline PZA 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: 64,037 shares; 2024Q4: 78,958 shares; 2025Q1: 79,802 shares; 2025Q2: 95,618 shares; 2025Q3: 162,150 shares; 2025Q4: 157,959 shares; 2026Q1: 149,126 shares 149,126 $3.43M 0.07% -8,833 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: 11,739 shares; 2024Q4: 14,562 shares; 2025Q1: 15,033 shares; 2025Q2: 15,974 shares; 2025Q3: 12,013 shares; 2025Q4: 11,217 shares; 2026Q1: 12,050 shares 12,050 $3.42M 0.07% +833 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: 35,577 shares; 2026Q1: 59,564 shares 59,564 $3.39M 0.07% +23,987 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: 3,033 shares; 2024Q4: 14,235 shares; 2025Q1: 15,372 shares; 2025Q2: 15,207 shares; 2025Q3: 18,412 shares; 2025Q4: 25,389 shares; 2026Q1: 35,951 shares 35,951 $3.39M 0.07% +10,562 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,333 shares; 2024Q4: 22,294 shares; 2025Q1: 28,252 shares; 2025Q2: 31,376 shares; 2025Q3: 29,291 shares; 2025Q4: 28,799 shares; 2026Q1: 35,091 shares 35,091 $3.38M 0.07% +6,292 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: 11,223 shares; 2024Q4: 9,609 shares; 2025Q1: 5,691 shares; 2025Q2: 4,553 shares; 2025Q3: 6,767 shares; 2025Q4: 6,007 shares; 2026Q1: 5,471 shares 5,471 $3.31M 0.07% -536 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: 4,901 shares; 2025Q1: 4,866 shares; 2025Q2: 4,550 shares; 2025Q3: 4,010 shares; 2025Q4: 3,800 shares; 2026Q1: 3,421 shares 3,421 $3.29M 0.07% -379 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,610 shares; 2024Q4: 43,626 shares; 2025Q1: 50,614 shares; 2025Q2: 55,486 shares; 2025Q3: 47,414 shares; 2025Q4: 44,670 shares; 2026Q1: 43,646 shares 43,646 $3.28M 0.07% -1,024 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,736 shares; 2024Q4: 27,443 shares; 2025Q1: 17,376 shares; 2025Q2: 17,307 shares; 2025Q3: 17,411 shares; 2025Q4: 17,575 shares; 2026Q1: 14,154 shares 14,154 $3.26M 0.07% -3,421 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,320 shares; 2024Q4: 2,710 shares; 2025Q1: 2,589 shares; 2025Q2: 2,309 shares; 2025Q3: 36,616 shares; 2025Q4: 32,503 shares; 2026Q1: 38,089 shares 38,089 $3.25M 0.07% +5,586 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,670 shares; 2024Q4: 104,720 shares; 2025Q1: 113,791 shares; 2025Q2: 124,250 shares; 2025Q3: 117,067 shares; 2025Q4: 100,146 shares; 2026Q1: 118,772 shares 118,772 $3.24M 0.07% +18,626 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 23,738 shares; 2025Q1: 25,226 shares; 2025Q2: 18,182 shares; 2025Q3: 17,273 shares; 2025Q4: 18,017 shares; 2026Q1: 101,341 shares 101,341 $3.14M 0.07% +83,324 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: 44,400 shares; 2024Q4: 47,097 shares; 2025Q1: 47,678 shares; 2025Q2: 53,477 shares; 2025Q3: 61,579 shares; 2025Q4: 65,979 shares; 2026Q1: 93,520 shares 93,520 $3.14M 0.07% +27,541 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,524 shares; 2024Q4: 17,423 shares; 2025Q1: not reported; 2025Q2: 8,965 shares; 2025Q3: 4,842 shares; 2025Q4: 32,309 shares; 2026Q1: 43,144 shares 43,144 $3.13M 0.06% +10,835 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: 10,556 shares; 2024Q4: 11,236 shares; 2025Q1: 10,820 shares; 2025Q2: 8,959 shares; 2025Q3: 8,059 shares; 2025Q4: 15,768 shares; 2026Q1: 16,095 shares 16,095 $3.12M 0.06% +327 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: 8,636 shares; 2024Q4: 8,186 shares; 2025Q1: 11,451 shares; 2025Q2: 10,727 shares; 2025Q3: 10,988 shares; 2025Q4: 6,070 shares; 2026Q1: 8,694 shares 8,694 $3.11M 0.06% +2,624 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 2,970 shares; 2025Q1: 3,043 shares; 2025Q2: 4,036 shares; 2025Q3: 3,397 shares; 2025Q4: 2,145 shares; 2026Q1: 2,107 shares 2,107 $3.1M 0.06% -38 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,058 shares; 2024Q4: 5,296 shares; 2025Q1: 7,142 shares; 2025Q2: 13,481 shares; 2025Q3: 14,703 shares; 2025Q4: 30,743 shares; 2026Q1: 32,296 shares 32,296 $3.07M 0.06% +1,553 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,797 shares; 2024Q4: 18,953 shares; 2025Q1: 18,917 shares; 2025Q2: 60,116 shares; 2025Q3: 53,971 shares; 2025Q4: 47,145 shares; 2026Q1: 45,301 shares 45,301 $3.04M 0.06% -1,844 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,335 shares; 2024Q4: 7,071 shares; 2025Q1: 9,057 shares; 2025Q2: 10,343 shares; 2025Q3: 7,773 shares; 2025Q4: 9,212 shares; 2026Q1: 8,634 shares 8,634 $2.98M 0.06% -578 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 7,776 shares; 2025Q1: 7,851 shares; 2025Q2: 10,049 shares; 2025Q3: 14,695 shares; 2025Q4: 16,306 shares; 2026Q1: 12,367 shares 12,367 $2.96M 0.06% -3,939 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,333 shares; 2024Q4: 48,337 shares; 2025Q1: 50,423 shares; 2025Q2: 57,784 shares; 2025Q3: 69,481 shares; 2025Q4: 68,261 shares; 2026Q1: 62,984 shares 62,984 $2.96M 0.06% -5,277 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: 13,794 shares; 2024Q4: 13,823 shares; 2025Q1: 13,822 shares; 2025Q2: 14,090 shares; 2025Q3: 13,807 shares; 2025Q4: 12,951 shares; 2026Q1: 9,715 shares 9,715 $2.94M 0.06% -3,236 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: not reported; 2025Q1: 2,651 shares; 2025Q2: 2,499 shares; 2025Q3: 31,265 shares; 2025Q4: 27,542 shares; 2026Q1: 29,145 shares 29,145 $2.94M 0.06% +1,603 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 167 shares; 2025Q1: 142 shares; 2025Q2: 30,982 shares; 2025Q3: 34,524 shares; 2025Q4: 34,097 shares; 2026Q1: 31,362 shares 31,362 $2.9M 0.06% -2,735 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,476 shares; 2024Q4: 13,090 shares; 2025Q1: 11,953 shares; 2025Q2: 10,640 shares; 2025Q3: 12,264 shares; 2025Q4: 10,982 shares; 2026Q1: 10,300 shares 10,300 $2.86M 0.06% -682 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,042 shares; 2025Q3: 13,170 shares; 2025Q4: 27,555 shares; 2026Q1: 37,220 shares 37,220 $2.78M 0.06% +9,665 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: 8,314 shares; 2024Q4: 8,176 shares; 2025Q1: 6,116 shares; 2025Q2: 6,097 shares; 2025Q3: 6,182 shares; 2025Q4: 5,144 shares; 2026Q1: 6,431 shares 6,431 $2.78M 0.06% +1,287 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: 11,736 shares; 2024Q4: 12,178 shares; 2025Q1: 14,776 shares; 2025Q2: 16,115 shares; 2025Q3: 16,427 shares; 2025Q4: 16,469 shares; 2026Q1: 17,234 shares 17,234 $2.75M 0.06% +765 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: 19,274 shares; 2024Q4: 21,692 shares; 2025Q1: 22,156 shares; 2025Q2: 21,010 shares; 2025Q3: 21,622 shares; 2025Q4: 21,048 shares; 2026Q1: 20,820 shares 20,820 $2.75M 0.06% -228 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: 1,183 shares; 2024Q4: 1,264 shares; 2025Q1: 1,611 shares; 2025Q2: 817 shares; 2025Q3: 2,895 shares; 2025Q4: 4,568 shares; 2026Q1: 7,692 shares 7,692 $2.74M 0.06% +3,124 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,562 shares; 2024Q4: 51,314 shares; 2025Q1: 53,336 shares; 2025Q2: 53,571 shares; 2025Q3: 58,455 shares; 2025Q4: 48,913 shares; 2026Q1: 34,220 shares 34,220 $2.72M 0.06% -14,693 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: 1,520 shares; 2024Q4: 1,413 shares; 2025Q1: 3,972 shares; 2025Q2: 3,726 shares; 2025Q3: 3,552 shares; 2025Q4: 3,371 shares; 2026Q1: 3,035 shares 3,035 $2.72M 0.06% -336 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: 1,385 shares; 2025Q1: 15,769 shares; 2025Q2: 49,282 shares; 2025Q3: 54,396 shares; 2025Q4: 50,546 shares; 2026Q1: 39,522 shares 39,522 $2.69M 0.06% -11,024 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: 2,748 shares; 2024Q4: 2,805 shares; 2025Q1: 2,901 shares; 2025Q2: 2,870 shares; 2025Q3: 2,415 shares; 2025Q4: 2,445 shares; 2026Q1: 2,696 shares 2,696 $2.69M 0.06% +251 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,451 shares; 2024Q4: 68,154 shares; 2025Q1: 75,440 shares; 2025Q2: 74,055 shares; 2025Q3: 78,354 shares; 2025Q4: 72,072 shares; 2026Q1: 69,638 shares 69,638 $2.66M 0.06% -2,434 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,281 shares; 2024Q4: 10,018 shares; 2025Q1: 10,445 shares; 2025Q2: 9,991 shares; 2025Q3: 10,246 shares; 2025Q4: 12,591 shares; 2026Q1: 12,113 shares 12,113 $2.63M 0.05% -478 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,144 shares; 2024Q4: 19,736 shares; 2025Q1: 19,548 shares; 2025Q2: 15,934 shares; 2025Q3: 16,348 shares; 2025Q4: 13,588 shares; 2026Q1: 11,886 shares 11,886 $2.57M 0.05% -1,702 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: 27,407 shares; 2024Q4: 26,211 shares; 2025Q1: 24,664 shares; 2025Q2: 22,389 shares; 2025Q3: 14,088 shares; 2025Q4: 13,075 shares; 2026Q1: 13,915 shares 13,915 $2.54M 0.05% +840 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,579 shares; 2024Q4: 18,190 shares; 2025Q1: 20,226 shares; 2025Q2: 20,080 shares; 2025Q3: 21,811 shares; 2025Q4: 22,395 shares; 2026Q1: 22,130 shares 22,130 $2.46M 0.05% -265 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: 2,491 shares; 2025Q1: 2,490 shares; 2025Q2: 2,536 shares; 2025Q3: 2,536 shares; 2025Q4: 2,588 shares; 2026Q1: 108,954 shares 108,954 $2.45M 0.05% +106,366 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,664 shares; 2024Q4: 39,689 shares; 2025Q1: 42,317 shares; 2025Q2: 36,742 shares; 2025Q3: 35,332 shares; 2025Q4: 48,896 shares; 2026Q1: 18,838 shares 18,838 $2.41M 0.05% -30,058 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: 9,123 shares; 2024Q4: 8,503 shares; 2025Q1: 8,528 shares; 2025Q2: 8,162 shares; 2025Q3: 7,711 shares; 2025Q4: 5,600 shares; 2026Q1: 18,946 shares 18,946 $2.39M 0.05% +13,346 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,004 shares; 2024Q4: 10,335 shares; 2025Q1: 10,483 shares; 2025Q2: 10,115 shares; 2025Q3: 10,725 shares; 2025Q4: 12,014 shares; 2026Q1: 11,715 shares 11,715 $2.39M 0.05% -299 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,411 shares; 2024Q4: 4,950 shares; 2025Q1: 343 shares; 2025Q2: 15,651 shares; 2025Q3: 25,427 shares; 2025Q4: 16,131 shares; 2026Q1: 24,595 shares 24,595 $2.37M 0.05% +8,464 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: 10,528 shares; 2024Q4: 7,566 shares; 2025Q1: 5,738 shares; 2025Q2: 6,686 shares; 2025Q3: 6,815 shares; 2025Q4: 9,969 shares; 2026Q1: 11,663 shares 11,663 $2.37M 0.05% +1,694 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: 625 shares; 2024Q4: 507 shares; 2025Q1: 491 shares; 2025Q2: 8,075 shares; 2025Q3: 8,664 shares; 2025Q4: 10,475 shares; 2026Q1: 8,744 shares 8,744 $2.37M 0.05% -1,731 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 882 shares; 2025Q1: 1,640 shares; 2025Q2: 1,695 shares; 2025Q3: 1,646 shares; 2025Q4: 1,622 shares; 2026Q1: 1,214 shares 1,214 $2.32M 0.05% -408 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: 15,950 shares; 2024Q4: 15,310 shares; 2025Q1: 15,967 shares; 2025Q2: 14,855 shares; 2025Q3: 10,883 shares; 2025Q4: 12,195 shares; 2026Q1: 10,940 shares 10,940 $2.31M 0.05% -1,255 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: 52,775 shares; 2024Q4: 46,435 shares; 2025Q1: 52,837 shares; 2025Q2: 59,247 shares; 2025Q3: 64,581 shares; 2025Q4: 55,754 shares; 2026Q1: 37,777 shares 37,777 $2.31M 0.05% -17,977 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: 12,736 shares; 2024Q4: 11,641 shares; 2025Q1: 11,247 shares; 2025Q2: 13,102 shares; 2025Q3: 11,649 shares; 2025Q4: 40,080 shares; 2026Q1: 37,614 shares 37,614 $2.3M 0.05% -2,466 Timeline IJJ 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: 20,228 shares; 2024Q4: 19,431 shares; 2025Q1: 17,988 shares; 2025Q2: 13,869 shares; 2025Q3: 13,655 shares; 2025Q4: 17,425 shares; 2026Q1: 17,339 shares 17,339 $2.3M 0.05% -86 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 22,405 shares; 2025Q1: 7,928 shares; 2025Q2: 7,818 shares; 2025Q3: 10,193 shares; 2025Q4: 22,912 shares; 2026Q1: 12,647 shares 12,647 $2.28M 0.05% -10,265 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: 4,585 shares; 2024Q4: 6,130 shares; 2025Q1: 6,774 shares; 2025Q2: 7,464 shares; 2025Q3: 7,345 shares; 2025Q4: 6,922 shares; 2026Q1: 4,795 shares 4,795 $2.27M 0.05% -2,127 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,287 shares; 2024Q4: 40,465 shares; 2025Q1: 41,806 shares; 2025Q2: 46,185 shares; 2025Q3: 45,770 shares; 2025Q4: 34,448 shares; 2026Q1: 23,623 shares 23,623 $2.19M 0.05% -10,825 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: 7,158 shares; 2024Q4: 6,266 shares; 2025Q1: 6,751 shares; 2025Q2: 8,281 shares; 2025Q3: 8,942 shares; 2025Q4: 23,862 shares; 2026Q1: 32,717 shares 32,717 $2.16M 0.04% +8,855 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,810 shares; 2024Q4: 25,807 shares; 2025Q1: 30,646 shares; 2025Q2: 27,990 shares; 2025Q3: 29,254 shares; 2025Q4: 26,059 shares; 2026Q1: 24,470 shares 24,470 $2.16M 0.04% -1,589 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: 28,070 shares; 2024Q4: 27,247 shares; 2025Q1: 30,082 shares; 2025Q2: 42,098 shares; 2025Q3: 49,660 shares; 2025Q4: 51,033 shares; 2026Q1: 52,223 shares 52,223 $2.14M 0.04% +1,190 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 268 shares; 2025Q1: 305 shares; 2025Q2: 228 shares; 2025Q3: 10,945 shares; 2025Q4: 8,396 shares; 2026Q1: 10,267 shares 10,267 $2.13M 0.04% +1,871 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 325 shares; 2025Q1: 209 shares; 2025Q2: 170 shares; 2025Q3: 150 shares; 2025Q4: 6,601 shares; 2026Q1: 10,537 shares 10,537 $2.12M 0.04% +3,936 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,358 shares; 2024Q4: 213,778 shares; 2025Q1: 217,798 shares; 2025Q2: 214,457 shares; 2025Q3: 227,534 shares; 2025Q4: 135,460 shares; 2026Q1: 135,534 shares 135,534 $2.12M 0.04% +74 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,337 shares; 2024Q4: 27,747 shares; 2025Q1: 20,980 shares; 2025Q2: 20,435 shares; 2025Q3: 18,621 shares; 2025Q4: 17,786 shares; 2026Q1: 14,627 shares 14,627 $2.12M 0.04% -3,159 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,079 shares; 2024Q4: 12,592 shares; 2025Q1: 12,066 shares; 2025Q2: 14,234 shares; 2025Q3: 13,455 shares; 2025Q4: 9,523 shares; 2026Q1: 7,008 shares 7,008 $2.11M 0.04% -2,515 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: 12,446 shares; 2024Q4: 12,580 shares; 2025Q1: 12,435 shares; 2025Q2: 12,307 shares; 2025Q3: 14,398 shares; 2025Q4: 16,296 shares; 2026Q1: 13,748 shares 13,748 $2.1M 0.04% -2,548 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: 1,247 shares; 2024Q4: 1,183 shares; 2025Q1: 1,136 shares; 2025Q2: 26,190 shares; 2025Q3: 28,454 shares; 2025Q4: 51,286 shares; 2026Q1: 45,454 shares 45,454 $2.09M 0.04% -5,832 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,891 shares; 2024Q4: 10,752 shares; 2025Q1: 10,672 shares; 2025Q2: 10,280 shares; 2025Q3: 12,907 shares; 2025Q4: 10,951 shares; 2026Q1: 11,343 shares 11,343 $2.04M 0.04% +392 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,733 shares; 2024Q4: 1,716 shares; 2025Q1: 2,921 shares; 2025Q2: 3,135 shares; 2025Q3: 2,967 shares; 2025Q4: 2,969 shares; 2026Q1: 2,786 shares 2,786 $2.03M 0.04% -183 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 12,004 shares; 2026Q1: 81,897 shares 81,897 $2.03M 0.04% +69,893 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 4,883 shares; 2025Q1: 7,663 shares; 2025Q2: 33,853 shares; 2025Q3: 33,625 shares; 2025Q4: 47,559 shares; 2026Q1: 69,383 shares 69,383 $2.02M 0.04% +21,824 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: 48,323 shares; 2024Q4: 61,625 shares; 2025Q1: 42,189 shares; 2025Q2: 59,287 shares; 2025Q3: 80,321 shares; 2025Q4: 80,769 shares; 2026Q1: 84,477 shares 84,477 $2.01M 0.04% +3,708 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,503 shares; 2024Q4: 11,139 shares; 2025Q1: not reported; 2025Q2: 5,334 shares; 2025Q3: 5,162 shares; 2025Q4: 5,152 shares; 2026Q1: 6,569 shares 6,569 $2M 0.04% +1,417 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: 3,689 shares; 2024Q4: 3,988 shares; 2025Q1: 6,832 shares; 2025Q2: 6,665 shares; 2025Q3: 4,253 shares; 2025Q4: 4,061 shares; 2026Q1: 4,274 shares 4,274 $1.97M 0.04% +213 Timeline DGRW 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: 6,734 shares; 2024Q4: 7,356 shares; 2025Q1: 8,987 shares; 2025Q2: 9,697 shares; 2025Q3: 18,114 shares; 2025Q4: 21,704 shares; 2026Q1: 22,263 shares 22,263 $1.96M 0.04% +559 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,973 shares; 2024Q4: 28,112 shares; 2025Q1: 25,537 shares; 2025Q2: 23,928 shares; 2025Q3: 22,826 shares; 2025Q4: 22,325 shares; 2026Q1: 22,033 shares 22,033 $1.95M 0.04% -292 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,697 shares; 2024Q4: 15,823 shares; 2025Q1: 14,978 shares; 2025Q2: 21,320 shares; 2025Q3: 16,933 shares; 2025Q4: 15,022 shares; 2026Q1: 13,442 shares 13,442 $1.95M 0.04% -1,580 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 1,891 shares; 2025Q1: 1,764 shares; 2025Q2: 1,729 shares; 2025Q3: 2,010 shares; 2025Q4: 2,396 shares; 2026Q1: 2,205 shares 2,205 $1.91M 0.04% -191 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,712 shares; 2024Q4: 28,198 shares; 2025Q1: 31,640 shares; 2025Q2: 27,393 shares; 2025Q3: 20,090 shares; 2025Q4: 19,500 shares; 2026Q1: 21,271 shares 21,271 $1.91M 0.04% +1,771 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: 8,862 shares; 2024Q4: 8,682 shares; 2025Q1: 7,122 shares; 2025Q2: 6,209 shares; 2025Q3: 6,098 shares; 2025Q4: 7,296 shares; 2026Q1: 8,226 shares 8,226 $1.89M 0.04% +930 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,586 shares; 2024Q4: 43,458 shares; 2025Q1: 41,117 shares; 2025Q2: 40,380 shares; 2025Q3: 36,059 shares; 2025Q4: 30,437 shares; 2026Q1: 28,142 shares 28,142 $1.87M 0.04% -2,295 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 3,233 shares; 2025Q1: 12,734 shares; 2025Q2: 12,903 shares; 2025Q3: 14,460 shares; 2025Q4: 14,620 shares; 2026Q1: 13,708 shares 13,708 $1.86M 0.04% -912 Timeline PAVE 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: 6,603 shares; 2024Q4: 6,424 shares; 2025Q1: 6,362 shares; 2025Q2: 4,106 shares; 2025Q3: 5,223 shares; 2025Q4: 5,037 shares; 2026Q1: 36,475 shares 36,475 $1.85M 0.04% +31,438 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,257 shares; 2024Q4: 3,603 shares; 2025Q1: 5,210 shares; 2025Q2: 7,244 shares; 2025Q3: 13,661 shares; 2025Q4: 14,673 shares; 2026Q1: 11,765 shares 11,765 $1.85M 0.04% -2,908 Timeline MDLN MEDLINE INC More: the full row for MEDLINE 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: 179 shares; 2026Q1: 41,174 shares 41,174 $1.83M 0.04% +40,995 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: 5,673 shares; 2024Q4: 5,403 shares; 2025Q1: 6,035 shares; 2025Q2: 6,274 shares; 2025Q3: 6,182 shares; 2025Q4: 5,687 shares; 2026Q1: 7,482 shares 7,482 $1.83M 0.04% +1,795 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 3,704 shares; 2025Q1: 3,496 shares; 2025Q2: 4,174 shares; 2025Q3: 3,709 shares; 2025Q4: 3,140 shares; 2026Q1: 2,995 shares 2,995 $1.81M 0.04% -145 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: 6,590 shares; 2024Q4: 6,247 shares; 2025Q1: not reported; 2025Q2: 6,533 shares; 2025Q3: 6,462 shares; 2025Q4: 6,414 shares; 2026Q1: 6,212 shares 6,212 $1.81M 0.04% -202 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 42 shares; 2025Q1: 1,974 shares; 2025Q2: 1,998 shares; 2025Q3: 3,870 shares; 2025Q4: 4,048 shares; 2026Q1: 6,595 shares 6,595 $1.8M 0.04% +2,547 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: 26,866 shares; 2024Q4: 26,401 shares; 2025Q1: 27,484 shares; 2025Q2: 21,736 shares; 2025Q3: 19,611 shares; 2025Q4: 18,202 shares; 2026Q1: 18,656 shares 18,656 $1.8M 0.04% +454 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,376 shares; 2024Q4: 16,281 shares; 2025Q1: 17,392 shares; 2025Q2: 5,000 shares; 2025Q3: 4,830 shares; 2025Q4: 15,443 shares; 2026Q1: 15,069 shares 15,069 $1.79M 0.04% -374 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,782 shares; 2025Q1: 23,817 shares; 2025Q2: 23,986 shares; 2025Q3: 26,239 shares; 2025Q4: 18,264 shares; 2026Q1: 13,077 shares 13,077 $1.77M 0.04% -5,187 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: 13,030 shares; 2024Q4: 11,837 shares; 2025Q1: 12,868 shares; 2025Q2: 14,239 shares; 2025Q3: 15,112 shares; 2025Q4: 21,850 shares; 2026Q1: 30,019 shares 30,019 $1.76M 0.04% +8,169 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,006 shares 9,006 $1.74M 0.04% new Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,633 shares; 2024Q4: 60,528 shares; 2025Q1: 57,059 shares; 2025Q2: 54,431 shares; 2025Q3: 49,735 shares; 2025Q4: 42,084 shares; 2026Q1: 38,518 shares 38,518 $1.73M 0.04% -3,566 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: 20,755 shares; 2024Q4: 18,484 shares; 2025Q1: 15,781 shares; 2025Q2: 15,109 shares; 2025Q3: 12,619 shares; 2025Q4: 11,158 shares; 2026Q1: 11,719 shares 11,719 $1.72M 0.04% +561 Timeline VPL 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: 6,876 shares; 2024Q4: 706 shares; 2025Q1: 462 shares; 2025Q2: 422 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 17,141 shares 17,141 $1.68M 0.03% +16,623 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: 35,001 shares; 2024Q4: 39,173 shares; 2025Q1: 39,260 shares; 2025Q2: 40,803 shares; 2025Q3: 40,522 shares; 2025Q4: 38,338 shares; 2026Q1: 35,603 shares 35,603 $1.67M 0.03% -2,735 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,120 shares; 2024Q4: 18,901 shares; 2025Q1: 18,326 shares; 2025Q2: 17,721 shares; 2025Q3: 16,117 shares; 2025Q4: 13,100 shares; 2026Q1: 16,952 shares 16,952 $1.67M 0.03% +3,852 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: 4,395 shares; 2024Q4: 3,769 shares; 2025Q1: 3,741 shares; 2025Q2: 3,695 shares; 2025Q3: 3,884 shares; 2025Q4: 5,064 shares; 2026Q1: 4,846 shares 4,846 $1.66M 0.03% -218 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,688 shares; 2024Q4: 3,670 shares; 2025Q1: 4,762 shares; 2025Q2: 4,672 shares; 2025Q3: 4,381 shares; 2025Q4: 3,436 shares; 2026Q1: 2,761 shares 2,761 $1.64M 0.03% -675 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,027 shares; 2024Q4: 39,045 shares; 2025Q1: 47,438 shares; 2025Q2: 47,453 shares; 2025Q3: 65,395 shares; 2025Q4: 74,075 shares; 2026Q1: 97,378 shares 97,378 $1.64M 0.03% +23,303 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,940 shares; 2024Q4: 5,157 shares; 2025Q1: 5,429 shares; 2025Q2: 5,902 shares; 2025Q3: 5,804 shares; 2025Q4: 4,925 shares; 2026Q1: 4,964 shares 4,964 $1.63M 0.03% +39 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: 9,007 shares; 2024Q4: 8,621 shares; 2025Q1: 11,752 shares; 2025Q2: 13,646 shares; 2025Q3: 12,756 shares; 2025Q4: 14,967 shares; 2026Q1: 13,611 shares 13,611 $1.62M 0.03% -1,356 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS 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: 23,723 shares; 2025Q4: 20,713 shares; 2026Q1: 18,773 shares 18,773 $1.61M 0.03% -1,940 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,268 shares; 2024Q4: 10,168 shares; 2025Q1: 9,490 shares; 2025Q2: 8,968 shares; 2025Q3: 7,932 shares; 2025Q4: 6,278 shares; 2026Q1: 6,039 shares 6,039 $1.61M 0.03% -239 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 1,284 shares; 2025Q1: 1,346 shares; 2025Q2: 1,387 shares; 2025Q3: 1,551 shares; 2025Q4: 1,824 shares; 2026Q1: 10,912 shares 10,912 $1.6M 0.03% +9,088 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,930 shares; 2024Q4: 11,278 shares; 2025Q1: 10,152 shares; 2025Q2: 9,318 shares; 2025Q3: 9,264 shares; 2025Q4: 10,326 shares; 2026Q1: 10,938 shares 10,938 $1.59M 0.03% +612 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: 410 shares; 2024Q4: 389 shares; 2025Q1: 351 shares; 2025Q2: 457 shares; 2025Q3: 691 shares; 2025Q4: 5,367 shares; 2026Q1: 4,055 shares 4,055 $1.59M 0.03% -1,312 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: 17,946 shares; 2024Q4: 16,458 shares; 2025Q1: 13,847 shares; 2025Q2: 8,200 shares; 2025Q3: 7,675 shares; 2025Q4: 7,110 shares; 2026Q1: 8,363 shares 8,363 $1.59M 0.03% +1,253 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: 19,344 shares; 2024Q4: 18,959 shares; 2025Q1: 12,400 shares; 2025Q2: 7,186 shares; 2025Q3: 7,538 shares; 2025Q4: 7,663 shares; 2026Q1: 5,820 shares 5,820 $1.57M 0.03% -1,843 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,458 shares; 2024Q4: 7,533 shares; 2025Q1: not reported; 2025Q2: 10,604 shares; 2025Q3: 11,485 shares; 2025Q4: 10,080 shares; 2026Q1: 9,516 shares 9,516 $1.56M 0.03% -564 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: 5,542 shares; 2025Q1: 6,285 shares; 2025Q2: 7,533 shares; 2025Q3: 7,496 shares; 2025Q4: 6,955 shares; 2026Q1: 7,296 shares 7,296 $1.56M 0.03% +341 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,898 shares; 2024Q4: 3,073 shares; 2025Q1: 5,258 shares; 2025Q2: 7,745 shares; 2025Q3: 11,255 shares; 2025Q4: 14,612 shares; 2026Q1: 16,174 shares 16,174 $1.55M 0.03% +1,562 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,902 shares; 2024Q4: 13,873 shares; 2025Q1: 10,061 shares; 2025Q2: 10,647 shares; 2025Q3: 8,277 shares; 2025Q4: 7,195 shares; 2026Q1: 27,954 shares 27,954 $1.54M 0.03% +20,759 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,596 shares; 2024Q4: 13,554 shares; 2025Q1: 21,712 shares; 2025Q2: 22,938 shares; 2025Q3: 24,634 shares; 2025Q4: 24,601 shares; 2026Q1: 27,194 shares 27,194 $1.53M 0.03% +2,593 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,759 shares; 2024Q4: 44,674 shares; 2025Q1: 43,391 shares; 2025Q2: 41,132 shares; 2025Q3: 37,052 shares; 2025Q4: 31,127 shares; 2026Q1: 28,636 shares 28,636 $1.53M 0.03% -2,491 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: 343 shares; 2024Q4: 348 shares; 2025Q1: 368 shares; 2025Q2: 393 shares; 2025Q3: 372 shares; 2025Q4: 359 shares; 2026Q1: 363 shares 363 $1.53M 0.03% +4 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: 30,399 shares; 2024Q4: 28,716 shares; 2025Q1: 16,155 shares; 2025Q2: 17,917 shares; 2025Q3: 12,404 shares; 2025Q4: 12,156 shares; 2026Q1: 11,589 shares 11,589 $1.52M 0.03% -567 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,850 shares; 2024Q4: 53,872 shares; 2025Q1: 59,019 shares; 2025Q2: 61,960 shares; 2025Q3: 66,694 shares; 2025Q4: 74,735 shares; 2026Q1: 73,966 shares 73,966 $1.51M 0.03% -769 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,349 shares; 2024Q4: 25,618 shares; 2025Q1: 21,002 shares; 2025Q2: 18,483 shares; 2025Q3: 18,907 shares; 2025Q4: 21,741 shares; 2026Q1: 26,459 shares 26,459 $1.5M 0.03% +4,718 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: 6,802 shares; 2024Q4: 5,264 shares; 2025Q1: 5,041 shares; 2025Q2: 5,635 shares; 2025Q3: 4,637 shares; 2025Q4: 4,658 shares; 2026Q1: 4,568 shares 4,568 $1.49M 0.03% -90 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: 1,734 shares; 2024Q4: 2,804 shares; 2025Q1: 3,022 shares; 2025Q2: 5,335 shares; 2025Q3: 7,183 shares; 2025Q4: 7,270 shares; 2026Q1: 7,477 shares 7,477 $1.49M 0.03% +207 Timeline VONE 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: 5,855 shares; 2024Q4: 5,691 shares; 2025Q1: 5,301 shares; 2025Q2: 5,392 shares; 2025Q3: 5,116 shares; 2025Q4: 5,099 shares; 2026Q1: 5,013 shares 5,013 $1.48M 0.03% -86 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,229 shares; 2024Q4: 11,011 shares; 2025Q1: 10,690 shares; 2025Q2: 16,348 shares; 2025Q3: 16,868 shares; 2025Q4: 13,683 shares; 2026Q1: 13,982 shares 13,982 $1.47M 0.03% +299 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,331 shares; 2024Q4: 16,240 shares; 2025Q1: 16,886 shares; 2025Q2: 17,278 shares; 2025Q3: 14,951 shares; 2025Q4: 14,374 shares; 2026Q1: 13,288 shares 13,288 $1.47M 0.03% -1,086 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,192 shares; 2024Q4: 8,158 shares; 2025Q1: 8,510 shares; 2025Q2: 14,646 shares; 2025Q3: 22,234 shares; 2025Q4: 23,018 shares; 2026Q1: 23,670 shares 23,670 $1.46M 0.03% +652 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 1,624 shares; 2025Q1: 95 shares; 2025Q2: 63 shares; 2025Q3: 2,088 shares; 2025Q4: 2,209 shares; 2026Q1: 2,142 shares 2,142 $1.46M 0.03% -67 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 988 shares; 2025Q1: 1,008 shares; 2025Q2: 1,021 shares; 2025Q3: 1,036 shares; 2025Q4: 1,092 shares; 2026Q1: 767 shares 767 $1.45M 0.03% -325 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: 32,993 shares; 2024Q4: 32,943 shares; 2025Q1: 28,199 shares; 2025Q2: 22,109 shares; 2025Q3: 26,341 shares; 2025Q4: 24,134 shares; 2026Q1: 18,922 shares 18,922 $1.41M 0.03% -5,212 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER 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: 32,891 shares; 2025Q4: 31,257 shares; 2026Q1: 29,846 shares 29,846 $1.4M 0.03% -1,411 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: 6,989 shares; 2024Q4: 6,810 shares; 2025Q1: not reported; 2025Q2: 5,546 shares; 2025Q3: 5,416 shares; 2025Q4: 4,761 shares; 2026Q1: 4,451 shares 4,451 $1.4M 0.03% -310 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: 25,970 shares; 2024Q4: 31,843 shares; 2025Q1: 23,288 shares; 2025Q2: 26,356 shares; 2025Q3: 20,431 shares; 2025Q4: 12,723 shares; 2026Q1: 14,009 shares 14,009 $1.39M 0.03% +1,286 Timeline IMTM 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: 28,868 shares 28,868 $1.39M 0.03% new 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: 3,471 shares; 2024Q4: 1,248 shares; 2025Q1: 4,079 shares; 2025Q2: 12,170 shares; 2025Q3: 15,055 shares; 2025Q4: 14,346 shares; 2026Q1: 12,785 shares 12,785 $1.38M 0.03% -1,561 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,402 shares; 2024Q4: 24,671 shares; 2025Q1: 23,377 shares; 2025Q2: 26,509 shares; 2025Q3: 26,396 shares; 2025Q4: 26,012 shares; 2026Q1: 29,327 shares 29,327 $1.38M 0.03% +3,315 Timeline MOAT 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: 11,820 shares; 2024Q4: 16,593 shares; 2025Q1: 15,477 shares; 2025Q2: 17,922 shares; 2025Q3: 16,334 shares; 2025Q4: 15,370 shares; 2026Q1: 14,212 shares 14,212 $1.37M 0.03% -1,158 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: 358 shares; 2024Q4: 347 shares; 2025Q1: 306 shares; 2025Q2: 309 shares; 2025Q3: 356 shares; 2025Q4: 346 shares; 2026Q1: 15,238 shares 15,238 $1.37M 0.03% +14,892 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,436 shares 9,436 $1.37M 0.03% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 1,003 shares; 2025Q1: 1,057 shares; 2025Q2: 1,003 shares; 2025Q3: 14,406 shares; 2025Q4: 14,825 shares; 2026Q1: 14,569 shares 14,569 $1.36M 0.03% -256 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: 10,451 shares; 2024Q4: 10,794 shares; 2025Q1: 11,298 shares; 2025Q2: 11,289 shares; 2025Q3: 7,670 shares; 2025Q4: 8,104 shares; 2026Q1: 6,771 shares 6,771 $1.34M 0.03% -1,333 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,619 shares; 2024Q4: 6,344 shares; 2025Q1: 5,920 shares; 2025Q2: 7,056 shares; 2025Q3: 7,175 shares; 2025Q4: 5,014 shares; 2026Q1: 6,358 shares 6,358 $1.34M 0.03% +1,344 Timeline FTSL 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: 1,049 shares; 2026Q1: 29,573 shares 29,573 $1.32M 0.03% +28,524 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,819 shares; 2024Q4: 3,444 shares; 2025Q1: 3,728 shares; 2025Q2: 4,643 shares; 2025Q3: 4,897 shares; 2025Q4: 4,655 shares; 2026Q1: 4,291 shares 4,291 $1.3M 0.03% -364 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,634 shares; 2024Q4: 14,168 shares; 2025Q1: 13,734 shares; 2025Q2: 13,064 shares; 2025Q3: 11,773 shares; 2025Q4: 10,340 shares; 2026Q1: 15,871 shares 15,871 $1.3M 0.03% +5,531 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: 6,040 shares; 2024Q4: 5,718 shares; 2025Q1: 4,691 shares; 2025Q2: 3,530 shares; 2025Q3: 3,724 shares; 2025Q4: 3,574 shares; 2026Q1: 4,109 shares 4,109 $1.29M 0.03% +535 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: 5,125 shares; 2024Q4: 4,605 shares; 2025Q1: 4,732 shares; 2025Q2: 5,100 shares; 2025Q3: 5,425 shares; 2025Q4: 5,406 shares; 2026Q1: 5,437 shares 5,437 $1.28M 0.03% +31 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 131 shares; 2025Q1: 205 shares; 2025Q2: 96 shares; 2025Q3: 77 shares; 2025Q4: 827 shares; 2026Q1: 5,445 shares 5,445 $1.27M 0.03% +4,618 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,265 shares; 2024Q4: 4,514 shares; 2025Q1: 4,412 shares; 2025Q2: 5,304 shares; 2025Q3: 4,543 shares; 2025Q4: 3,415 shares; 2026Q1: 3,598 shares 3,598 $1.26M 0.03% +183 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,458 shares; 2025Q4: 28,346 shares; 2026Q1: 34,542 shares 34,542 $1.24M 0.03% +6,196 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,576 shares; 2024Q4: 26,738 shares; 2025Q1: 25,875 shares; 2025Q2: 25,117 shares; 2025Q3: 22,574 shares; 2025Q4: 16,761 shares; 2026Q1: 17,276 shares 17,276 $1.24M 0.03% +515 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,973 shares; 2024Q4: 3,956 shares; 2025Q1: 4,008 shares; 2025Q2: 3,877 shares; 2025Q3: 4,053 shares; 2025Q4: 3,215 shares; 2026Q1: 4,252 shares 4,252 $1.24M 0.03% +1,037 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: 82,008 shares; 2024Q4: 84,457 shares; 2025Q1: 81,015 shares; 2025Q2: 19,422 shares; 2025Q3: 27,104 shares; 2025Q4: 27,829 shares; 2026Q1: 20,362 shares 20,362 $1.23M 0.03% -7,467 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: 4,745 shares; 2024Q4: 5,417 shares; 2025Q1: 5,439 shares; 2025Q2: 7,597 shares; 2025Q3: 7,831 shares; 2025Q4: 8,218 shares; 2026Q1: 8,423 shares 8,423 $1.23M 0.03% +205 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,565 shares; 2025Q4: 12,406 shares; 2026Q1: 22,788 shares 22,788 $1.23M 0.03% +10,382 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,750 shares; 2024Q4: 7,644 shares; 2025Q1: 6,907 shares; 2025Q2: 8,156 shares; 2025Q3: 5,379 shares; 2025Q4: 4,769 shares; 2026Q1: 4,874 shares 4,874 $1.22M 0.03% +105 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: 2,994 shares; 2024Q4: 2,684 shares; 2025Q1: 4,035 shares; 2025Q2: 3,548 shares; 2025Q3: 3,053 shares; 2025Q4: 3,979 shares; 2026Q1: 4,130 shares 4,130 $1.21M 0.03% +151 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: 3,836 shares; 2024Q4: 4,659 shares; 2025Q1: 3,940 shares; 2025Q2: 3,576 shares; 2025Q3: 3,531 shares; 2025Q4: 3,582 shares; 2026Q1: 18,503 shares 18,503 $1.18M 0.02% +14,921 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: 1,809 shares; 2024Q4: 1,610 shares; 2025Q1: 1,524 shares; 2025Q2: 1,341 shares; 2025Q3: 1,352 shares; 2025Q4: 1,419 shares; 2026Q1: 2,758 shares 2,758 $1.17M 0.02% +1,339 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 7,498 shares; 2025Q1: 8,411 shares; 2025Q2: 15,097 shares; 2025Q3: 20,008 shares; 2025Q4: 22,996 shares; 2026Q1: 24,343 shares 24,343 $1.17M 0.02% +1,347 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,406 shares; 2024Q4: 4,760 shares; 2025Q1: 6,263 shares; 2025Q2: 7,999 shares; 2025Q3: 8,512 shares; 2025Q4: 10,239 shares; 2026Q1: 10,850 shares 10,850 $1.16M 0.02% +611 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,464 shares; 2024Q4: 41,103 shares; 2025Q1: 41,550 shares; 2025Q2: 47,316 shares; 2025Q3: 48,692 shares; 2025Q4: 44,289 shares; 2026Q1: 46,083 shares 46,083 $1.15M 0.02% +1,794 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,049 shares; 2024Q4: 11,808 shares; 2025Q1: 10,985 shares; 2025Q2: 10,439 shares; 2025Q3: 9,266 shares; 2025Q4: 8,125 shares; 2026Q1: 7,258 shares 7,258 $1.15M 0.02% -867 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: 25,039 shares; 2024Q4: 25,557 shares; 2025Q1: 26,495 shares; 2025Q2: 30,442 shares; 2025Q3: 37,769 shares; 2025Q4: 38,241 shares; 2026Q1: 12,287 shares 12,287 $1.14M 0.02% -25,954 Timeline PFFD 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: not reported; 2025Q3: not reported; 2025Q4: 51 shares; 2026Q1: 61,865 shares 61,865 $1.14M 0.02% +61,814 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 1,052 shares; 2025Q1: 790 shares; 2025Q2: 1,425 shares; 2025Q3: 1,365 shares; 2025Q4: 3,095 shares; 2026Q1: 2,853 shares 2,853 $1.14M 0.02% -242 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 238 shares; 2025Q1: 310 shares; 2025Q2: 2,732 shares; 2025Q3: 90 shares; 2025Q4: 8,026 shares; 2026Q1: 9,350 shares 9,350 $1.13M 0.02% +1,324 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,358 shares; 2024Q4: 13,159 shares; 2025Q1: 13,379 shares; 2025Q2: 13,615 shares; 2025Q3: 13,915 shares; 2025Q4: 13,338 shares; 2026Q1: 12,401 shares 12,401 $1.12M 0.02% -937 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 9,713 shares; 2025Q3: 8,730 shares; 2025Q4: 12,022 shares; 2026Q1: 17,685 shares 17,685 $1.12M 0.02% +5,663 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: 1,045 shares; 2024Q4: 2,149 shares; 2025Q1: 2,223 shares; 2025Q2: 3,756 shares; 2025Q3: 4,065 shares; 2025Q4: 4,545 shares; 2026Q1: 6,991 shares 6,991 $1.12M 0.02% +2,446 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: 8,279 shares; 2024Q4: 8,619 shares; 2025Q1: 8,753 shares; 2025Q2: 6,689 shares; 2025Q3: 7,668 shares; 2025Q4: 5,250 shares; 2026Q1: 6,418 shares 6,418 $1.11M 0.02% +1,168 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,897 shares; 2024Q4: 5,530 shares; 2025Q1: 5,674 shares; 2025Q2: 3,503 shares; 2025Q3: 2,998 shares; 2025Q4: 2,296 shares; 2026Q1: 2,375 shares 2,375 $1.1M 0.02% +79 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 4,689 shares; 2025Q1: 3,903 shares; 2025Q2: 4,260 shares; 2025Q3: 4,145 shares; 2025Q4: 3,747 shares; 2026Q1: 5,958 shares 5,958 $1.1M 0.02% +2,211 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,510 shares; 2024Q4: 31,832 shares; 2025Q1: 31,743 shares; 2025Q2: 18,312 shares; 2025Q3: 18,716 shares; 2025Q4: 16,369 shares; 2026Q1: 21,186 shares 21,186 $1.09M 0.02% +4,817 Timeline SCHZ 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: 27,752 shares; 2025Q1: 36,287 shares; 2025Q2: 36,544 shares; 2025Q3: 36,884 shares; 2025Q4: 39,993 shares; 2026Q1: 46,816 shares 46,816 $1.09M 0.02% +6,823 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 746 shares; 2025Q1: 606 shares; 2025Q2: 711 shares; 2025Q3: 7,326 shares; 2025Q4: 7,151 shares; 2026Q1: 13,213 shares 13,213 $1.08M 0.02% +6,062 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 5,485 shares; 2025Q1: 5,410 shares; 2025Q2: 5,688 shares; 2025Q3: 21,784 shares; 2025Q4: 16,206 shares; 2026Q1: 16,536 shares 16,536 $1.08M 0.02% +330 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,322 shares; 2024Q4: 10,152 shares; 2025Q1: 10,357 shares; 2025Q2: 9,660 shares; 2025Q3: 9,003 shares; 2025Q4: 8,851 shares; 2026Q1: 8,992 shares 8,992 $1.07M 0.02% +141 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,538 shares; 2024Q4: 45,617 shares; 2025Q1: 62,947 shares; 2025Q2: 60,929 shares; 2025Q3: 57,465 shares; 2025Q4: 42,675 shares; 2026Q1: 34,255 shares 34,255 $1.05M 0.02% -8,420 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,198 shares; 2024Q4: 14,103 shares; 2025Q1: 11,087 shares; 2025Q2: 20,524 shares; 2025Q3: 23,099 shares; 2025Q4: 31,436 shares; 2026Q1: 39,607 shares 39,607 $1.04M 0.02% +8,171 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,459 shares; 2024Q4: 8,774 shares; 2025Q1: 8,650 shares; 2025Q2: 8,166 shares; 2025Q3: 6,605 shares; 2025Q4: 6,001 shares; 2026Q1: 2,336 shares 2,336 $1.04M 0.02% -3,665 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,513 shares; 2024Q4: 2,382 shares; 2025Q1: 1,990 shares; 2025Q2: 1,965 shares; 2025Q3: 2,028 shares; 2025Q4: 4,838 shares; 2026Q1: 4,896 shares 4,896 $1.02M 0.02% +58 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: 16,883 shares; 2024Q4: 29,384 shares; 2025Q1: 32,180 shares; 2025Q2: 24,679 shares; 2025Q3: 9,941 shares; 2025Q4: 7,501 shares; 2026Q1: 5,450 shares 5,450 $1.02M 0.02% -2,051 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 5,519 shares; 2025Q1: 5,042 shares; 2025Q2: 4,700 shares; 2025Q3: 4,616 shares; 2025Q4: 4,767 shares; 2026Q1: 3,823 shares 3,823 $1.02M 0.02% -944 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 523 shares; 2025Q1: 551 shares; 2025Q2: 1,045 shares; 2025Q3: 1,080 shares; 2025Q4: 794 shares; 2026Q1: 11,639 shares 11,639 $988K 0.02% +10,845 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: 6,131 shares; 2024Q4: not reported; 2025Q1: 6,730 shares; 2025Q2: 6,410 shares; 2025Q3: 6,461 shares; 2025Q4: 5,571 shares; 2026Q1: 4,992 shares 4,992 $987K 0.02% -579 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 5,786 shares; 2025Q1: 6,574 shares; 2025Q2: 6,569 shares; 2025Q3: 6,625 shares; 2025Q4: 6,109 shares; 2026Q1: 6,775 shares 6,775 $979K 0.02% +666 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,739 shares; 2024Q4: 2,864 shares; 2025Q1: 7,407 shares; 2025Q2: 7,289 shares; 2025Q3: 5,002 shares; 2025Q4: 8,880 shares; 2026Q1: 9,733 shares 9,733 $976K 0.02% +853 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 23 shares; 2026Q1: 30,922 shares 30,922 $973K 0.02% +30,899 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 1,967 shares; 2025Q1: 1,831 shares; 2025Q2: 1,761 shares; 2025Q3: 1,523 shares; 2025Q4: 1,059 shares; 2026Q1: 889 shares 889 $972K 0.02% -170 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: 1,007 shares; 2024Q4: 7,310 shares; 2025Q1: 7,887 shares; 2025Q2: 8,437 shares; 2025Q3: 8,844 shares; 2025Q4: 5,314 shares; 2026Q1: 2,332 shares 2,332 $972K 0.02% -2,982 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: 19,578 shares; 2024Q4: 19,212 shares; 2025Q1: 19,904 shares; 2025Q2: 15,642 shares; 2025Q3: 11,777 shares; 2025Q4: 12,243 shares; 2026Q1: 12,730 shares 12,730 $958K 0.02% +487 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,387 shares; 2024Q4: 9,742 shares; 2025Q1: 14,638 shares; 2025Q2: 15,392 shares; 2025Q3: 13,800 shares; 2025Q4: 6,809 shares; 2026Q1: 10,411 shares 10,411 $954K 0.02% +3,602 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,043 shares; 2024Q4: 37,682 shares; 2025Q1: 18,749 shares; 2025Q2: 11,873 shares; 2025Q3: 11,603 shares; 2025Q4: 10,585 shares; 2026Q1: 9,445 shares 9,445 $950K 0.02% -1,140 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: 15,609 shares; 2024Q4: 15,903 shares; 2025Q1: 15,356 shares; 2025Q2: 14,422 shares; 2025Q3: 3,705 shares; 2025Q4: 3,564 shares; 2026Q1: 4,778 shares 4,778 $947K 0.02% +1,214 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,282 shares; 2024Q4: 13,403 shares; 2025Q1: 14,507 shares; 2025Q2: 13,704 shares; 2025Q3: 12,575 shares; 2025Q4: 11,274 shares; 2026Q1: 10,245 shares 10,245 $945K 0.02% -1,029 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,329 shares; 2024Q4: 19,417 shares; 2025Q1: 10,350 shares; 2025Q2: 10,321 shares; 2025Q3: 11,123 shares; 2025Q4: 11,332 shares; 2026Q1: 11,498 shares 11,498 $935K 0.02% +166 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 6,333 shares; 2025Q3: 8,667 shares; 2025Q4: 11,472 shares; 2026Q1: 9,950 shares 9,950 $935K 0.02% -1,522 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,924 shares; 2024Q4: 6,588 shares; 2025Q1: 5,037 shares; 2025Q2: 4,880 shares; 2025Q3: 4,827 shares; 2025Q4: 4,742 shares; 2026Q1: 6,565 shares 6,565 $928K 0.02% +1,823 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: 5,302 shares; 2024Q4: 4,821 shares; 2025Q1: 4,072 shares; 2025Q2: 3,689 shares; 2025Q3: 2,035 shares; 2025Q4: 8,333 shares; 2026Q1: 8,872 shares 8,872 $928K 0.02% +539 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,516 shares; 2025Q1: 595 shares; 2025Q2: 9,340 shares; 2025Q3: 11,727 shares; 2025Q4: 20,838 shares; 2026Q1: 22,712 shares 22,712 $905K 0.02% +1,874 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,595 shares; 2024Q4: 23,824 shares; 2025Q1: 26,597 shares; 2025Q2: 29,336 shares; 2025Q3: 28,955 shares; 2025Q4: 30,025 shares; 2026Q1: 13,366 shares 13,366 $903K 0.02% -16,659 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,889 shares; 2024Q4: 13,845 shares; 2025Q1: 13,205 shares; 2025Q2: 12,505 shares; 2025Q3: 11,147 shares; 2025Q4: 5,862 shares; 2026Q1: 8,703 shares 8,703 $901K 0.02% +2,841 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 608 shares; 2024Q4: 3,233 shares; 2025Q1: 3,731 shares; 2025Q2: 5,269 shares; 2025Q3: 5,588 shares; 2025Q4: 8,427 shares; 2026Q1: 8,465 shares 8,465 $897K 0.02% +38 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 4,007 shares; 2025Q1: 4,464 shares; 2025Q2: 4,438 shares; 2025Q3: 2,722 shares; 2025Q4: 2,782 shares; 2026Q1: 2,795 shares 2,795 $896K 0.02% +13 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,250 shares; 2024Q4: 6,943 shares; 2025Q1: 6,820 shares; 2025Q2: 6,401 shares; 2025Q3: 5,775 shares; 2025Q4: 3,075 shares; 2026Q1: 4,395 shares 4,395 $889K 0.02% +1,320 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 23 shares; 2025Q1: 37 shares; 2025Q2: 7,280 shares; 2025Q3: 6,580 shares; 2025Q4: 4,534 shares; 2026Q1: 8,885 shares 8,885 $883K 0.02% +4,351 Timeline BKF 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: 344 shares; 2024Q4: 1,331 shares; 2025Q1: 10,061 shares; 2025Q2: 33,346 shares; 2025Q3: 33,225 shares; 2025Q4: 51,381 shares; 2026Q1: 21,648 shares 21,648 $880K 0.02% -29,733 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,280 shares; 2024Q4: 6,666 shares; 2025Q1: 6,365 shares; 2025Q2: 6,358 shares; 2025Q3: 5,850 shares; 2025Q4: 3,666 shares; 2026Q1: 4,178 shares 4,178 $874K 0.02% +512 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,824 shares; 2024Q4: 57,809 shares; 2025Q1: 55,430 shares; 2025Q2: 53,756 shares; 2025Q3: 46,756 shares; 2025Q4: 31,527 shares; 2026Q1: 24,667 shares 24,667 $866K 0.02% -6,860 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,645 shares; 2024Q4: 4,531 shares; 2025Q1: 4,504 shares; 2025Q2: 4,217 shares; 2025Q3: 3,949 shares; 2025Q4: 6,033 shares; 2026Q1: 6,354 shares 6,354 $859K 0.02% +321 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,429 shares; 2025Q1: 24,350 shares; 2025Q2: 24,094 shares; 2025Q3: 26,475 shares; 2025Q4: 26,634 shares; 2026Q1: 21,722 shares 21,722 $856K 0.02% -4,912 Timeline VDE 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: 2,492 shares; 2024Q4: 2,648 shares; 2025Q1: 4,776 shares; 2025Q2: 4,868 shares; 2025Q3: 4,440 shares; 2025Q4: 4,390 shares; 2026Q1: 4,940 shares 4,940 $855K 0.02% +550 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,998 shares; 2024Q4: 39,207 shares; 2025Q1: 40,776 shares; 2025Q2: 39,472 shares; 2025Q3: 40,077 shares; 2025Q4: 31,678 shares; 2026Q1: 13,616 shares 13,616 $854K 0.02% -18,062 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 488 shares; 2025Q1: 143 shares; 2025Q2: 101 shares; 2025Q3: 238 shares; 2025Q4: 245 shares; 2026Q1: 4,934 shares 4,934 $846K 0.02% +4,689 Timeline STPZ 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: 6,270 shares; 2024Q4: 6,121 shares; 2025Q1: 11,612 shares; 2025Q2: 15,708 shares; 2025Q3: 17,426 shares; 2025Q4: 18,229 shares; 2026Q1: 15,531 shares 15,531 $840K 0.02% -2,698 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,609 shares; 2024Q4: 4,551 shares; 2025Q1: 6,766 shares; 2025Q2: 7,284 shares; 2025Q3: 1,092 shares; 2025Q4: 8,002 shares; 2026Q1: 11,579 shares 11,579 $840K 0.02% +3,577 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,291 shares; 2024Q4: 9,998 shares; 2025Q1: 9,447 shares; 2025Q2: 9,032 shares; 2025Q3: 8,185 shares; 2025Q4: 5,805 shares; 2026Q1: 6,298 shares 6,298 $838K 0.02% +493 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,884 shares; 2024Q4: 6,971 shares; 2025Q1: 7,399 shares; 2025Q2: 7,376 shares; 2025Q3: 6,764 shares; 2025Q4: 6,731 shares; 2026Q1: 6,465 shares 6,465 $833K 0.02% -266 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,462 shares; 2024Q4: 6,423 shares; 2025Q1: 6,877 shares; 2025Q2: 7,846 shares; 2025Q3: 7,139 shares; 2025Q4: 7,169 shares; 2026Q1: 9,127 shares 9,127 $831K 0.02% +1,958 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: 576 shares; 2024Q4: 764 shares; 2025Q1: 832 shares; 2025Q2: 190 shares; 2025Q3: 3,101 shares; 2025Q4: 4,646 shares; 2026Q1: 5,497 shares 5,497 $829K 0.02% +851 Timeline SUSB 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: 53,311 shares; 2024Q4: 56,133 shares; 2025Q1: 48,540 shares; 2025Q2: 48,540 shares; 2025Q3: 47,924 shares; 2025Q4: 48,186 shares; 2026Q1: 32,761 shares 32,761 $821K 0.02% -15,425 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: 1,101 shares; 2024Q4: 1,086 shares; 2025Q1: 1,141 shares; 2025Q2: 985 shares; 2025Q3: 763 shares; 2025Q4: 683 shares; 2026Q1: 1,110 shares 1,110 $820K 0.02% +427 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128 shares; 2024Q4: 125 shares; 2025Q1: 136 shares; 2025Q2: 139 shares; 2025Q3: 133 shares; 2025Q4: 130 shares; 2026Q1: 124 shares 124 $817K 0.02% -6 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: 13,687 shares; 2024Q4: 6,217 shares; 2025Q1: 6,225 shares; 2025Q2: 4,118 shares; 2025Q3: 1,791 shares; 2025Q4: 1,843 shares; 2026Q1: 1,824 shares 1,824 $815K 0.02% -19 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 3,066 shares; 2025Q1: 2,796 shares; 2025Q2: 2,704 shares; 2025Q3: 2,788 shares; 2025Q4: 2,659 shares; 2026Q1: 2,516 shares 2,516 $812K 0.02% -143 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 922 shares; 2025Q1: 923 shares; 2025Q2: 918 shares; 2025Q3: 885 shares; 2025Q4: 864 shares; 2026Q1: 4,738 shares 4,738 $801K 0.02% +3,874 Timeline QXO QXO INC More: the full row for QXO 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: 23,707 shares; 2025Q3: 23,202 shares; 2025Q4: 27,748 shares; 2026Q1: 41,265 shares 41,265 $801K 0.02% +13,517 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,290 shares; 2024Q4: 26,476 shares; 2025Q1: 25,584 shares; 2025Q2: 24,964 shares; 2025Q3: 23,486 shares; 2025Q4: 22,336 shares; 2026Q1: 23,254 shares 23,254 $801K 0.02% +918 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,578 shares; 2024Q4: 6,274 shares; 2025Q1: 6,673 shares; 2025Q2: 7,348 shares; 2025Q3: 7,421 shares; 2025Q4: 6,577 shares; 2026Q1: 6,233 shares 6,233 $793K 0.02% -344 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 13,749 shares; 2025Q1: 12,967 shares; 2025Q2: 12,366 shares; 2025Q3: 11,368 shares; 2025Q4: 9,253 shares; 2026Q1: 8,604 shares 8,604 $792K 0.02% -649 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 951 shares; 2025Q1: 476 shares; 2025Q2: 136 shares; 2025Q3: 2,938 shares; 2025Q4: 2,902 shares; 2026Q1: 4,594 shares 4,594 $783K 0.02% +1,692 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 4,717 shares; 2025Q1: 6,660 shares; 2025Q2: 9,458 shares; 2025Q3: 7,846 shares; 2025Q4: 6,207 shares; 2026Q1: 6,559 shares 6,559 $774K 0.02% +352 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,437 shares; 2024Q4: 17,139 shares; 2025Q1: 17,181 shares; 2025Q2: 18,021 shares; 2025Q3: 13,348 shares; 2025Q4: 13,452 shares; 2026Q1: 14,001 shares 14,001 $774K 0.02% +549 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,973 shares; 2024Q4: 5,940 shares; 2025Q1: 5,625 shares; 2025Q2: 7,823 shares; 2025Q3: 6,977 shares; 2025Q4: 4,845 shares; 2026Q1: 3,788 shares 3,788 $770K 0.02% -1,057 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 5 shares; 2025Q1: 6 shares; 2025Q2: 4 shares; 2025Q3: 117 shares; 2025Q4: 3,206 shares; 2026Q1: 3,109 shares 3,109 $761K 0.02% -97 Timeline VTWG 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: 306 shares; 2025Q2: 178 shares; 2025Q3: 228 shares; 2025Q4: 232 shares; 2026Q1: 3,319 shares 3,319 $760K 0.02% +3,087 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: 7,811 shares; 2024Q4: 12,110 shares; 2025Q1: 11,159 shares; 2025Q2: 13,337 shares; 2025Q3: 14,200 shares; 2025Q4: 15,246 shares; 2026Q1: 17,218 shares 17,218 $760K 0.02% +1,972 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 1,541 shares; 2025Q1: 1,931 shares; 2025Q2: 2,924 shares; 2025Q3: 3,174 shares; 2025Q4: 3,189 shares; 2026Q1: 3,834 shares 3,834 $758K 0.02% +645 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,249 shares; 2024Q4: 2,203 shares; 2025Q1: 1,999 shares; 2025Q2: 1,518 shares; 2025Q3: 1,304 shares; 2025Q4: 1,532 shares; 2026Q1: 1,719 shares 1,719 $746K 0.02% +187 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,787 shares; 2024Q4: 17,717 shares; 2025Q1: 17,036 shares; 2025Q2: 18,134 shares; 2025Q3: 117,002 shares; 2025Q4: 116,210 shares; 2026Q1: 15,027 shares 15,027 $742K 0.02% -101,183 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 2,170 shares; 2025Q1: 2,646 shares; 2025Q2: 3,525 shares; 2025Q3: 3,961 shares; 2025Q4: 4,111 shares; 2026Q1: 3,755 shares 3,755 $739K 0.02% -356 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: 380 shares; 2024Q4: 402 shares; 2025Q1: 3,741 shares; 2025Q2: 3,509 shares; 2025Q3: 3,471 shares; 2025Q4: 3,595 shares; 2026Q1: 3,541 shares 3,541 $734K 0.02% -54 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: 16,812 shares; 2024Q4: 13,169 shares; 2025Q1: 31,957 shares; 2025Q2: 33,364 shares; 2025Q3: 7,399 shares; 2025Q4: 5,368 shares; 2026Q1: 7,423 shares 7,423 $730K 0.02% +2,055 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 2,962 shares; 2025Q1: 3,777 shares; 2025Q2: 4,132 shares; 2025Q3: 5,628 shares; 2025Q4: 6,279 shares; 2026Q1: 6,168 shares 6,168 $705K 0.01% -111 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: 12,422 shares; 2024Q4: 2,726 shares; 2025Q1: 7,109 shares; 2025Q2: 78,019 shares; 2025Q3: 87,191 shares; 2025Q4: 70,787 shares; 2026Q1: 12,710 shares 12,710 $701K 0.01% -58,077 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,074 shares; 2024Q4: 12,906 shares; 2025Q1: 13,608 shares; 2025Q2: 13,651 shares; 2025Q3: 14,554 shares; 2025Q4: 15,100 shares; 2026Q1: 15,119 shares 15,119 $701K 0.01% +19 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,459 shares; 2026Q1: 28,892 shares 28,892 $696K 0.01% +4,433 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,223 shares; 2024Q4: 13,832 shares; 2025Q1: 13,207 shares; 2025Q2: 12,500 shares; 2025Q3: 11,204 shares; 2025Q4: 9,224 shares; 2026Q1: 8,708 shares 8,708 $696K 0.01% -516 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,855 shares; 2024Q4: 1,866 shares; 2025Q1: 2,508 shares; 2025Q2: 2,578 shares; 2025Q3: 2,762 shares; 2025Q4: 3,626 shares; 2026Q1: 3,326 shares 3,326 $685K 0.01% -300 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 922 shares; 2025Q1: 734 shares; 2025Q2: 7,362 shares; 2025Q3: 7,144 shares; 2025Q4: 6,979 shares; 2026Q1: 8,341 shares 8,341 $682K 0.01% +1,362 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,237 shares; 2024Q4: 4,542 shares; 2025Q1: 5,190 shares; 2025Q2: 5,098 shares; 2025Q3: 4,315 shares; 2025Q4: 3,682 shares; 2026Q1: 2,710 shares 2,710 $679K 0.01% -972 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,275 shares; 2024Q4: 4,393 shares; 2025Q1: 4,926 shares; 2025Q2: 4,926 shares; 2025Q3: 5,178 shares; 2025Q4: 7,233 shares; 2026Q1: 7,183 shares 7,183 $670K 0.01% -50 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: 2,316 shares; 2024Q4: 2,255 shares; 2025Q1: 3,516 shares; 2025Q2: 4,796 shares; 2025Q3: 5,250 shares; 2025Q4: 5,361 shares; 2026Q1: 5,646 shares 5,646 $670K 0.01% +285 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 69 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 20 shares; 2025Q4: 17 shares; 2026Q1: 1,998 shares 1,998 $667K 0.01% +1,981 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,675 shares; 2024Q4: 24,667 shares; 2025Q1: 27,402 shares; 2025Q2: 30,481 shares; 2025Q3: 6,920 shares; 2025Q4: 6,802 shares; 2026Q1: 7,220 shares 7,220 $666K 0.01% +418 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 346 shares; 2025Q1: 288 shares; 2025Q2: 284 shares; 2025Q3: 3,666 shares; 2025Q4: 3,845 shares; 2026Q1: 4,056 shares 4,056 $663K 0.01% +211 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: 854 shares; 2024Q4: 843 shares; 2025Q1: 1,346 shares; 2025Q2: 1,675 shares; 2025Q3: 2,730 shares; 2025Q4: 2,885 shares; 2026Q1: 3,045 shares 3,045 $660K 0.01% +160 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,350 shares; 2024Q4: 20,814 shares; 2025Q1: 23,902 shares; 2025Q2: 16,674 shares; 2025Q3: 19,394 shares; 2025Q4: 18,838 shares; 2026Q1: 19,629 shares 19,629 $658K 0.01% +791 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,174 shares; 2024Q4: 1,791 shares; 2025Q1: not reported; 2025Q2: 1,213 shares; 2025Q3: 1,183 shares; 2025Q4: 1,196 shares; 2026Q1: 1,187 shares 1,187 $652K 0.01% -9 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,965 shares; 2024Q4: 2,745 shares; 2025Q1: 8,747 shares; 2025Q2: 1,016 shares; 2025Q3: 668 shares; 2025Q4: 4,268 shares; 2026Q1: 5,815 shares 5,815 $644K 0.01% +1,547 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 323 shares; 2025Q1: 2,479 shares; 2025Q2: 3,569 shares; 2025Q3: 4,057 shares; 2025Q4: 3,700 shares; 2026Q1: 3,282 shares 3,282 $643K 0.01% -418 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 74 shares; 2025Q1: 40 shares; 2025Q2: 42 shares; 2025Q3: 870 shares; 2025Q4: 1,764 shares; 2026Q1: 1,692 shares 1,692 $643K 0.01% -72 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,273 shares; 2024Q4: 7,079 shares; 2025Q1: 7,503 shares; 2025Q2: 2,564 shares; 2025Q3: 2,690 shares; 2025Q4: 2,986 shares; 2026Q1: 3,381 shares 3,381 $641K 0.01% +395 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 107 shares; 2025Q2: not reported; 2025Q3: 8,670 shares; 2025Q4: 18,470 shares; 2026Q1: 20,228 shares 20,228 $641K 0.01% +1,758 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: 1,539 shares; 2025Q1: 1,940 shares; 2025Q2: 2,293 shares; 2025Q3: 2,493 shares; 2025Q4: 2,384 shares; 2026Q1: 2,586 shares 2,586 $639K 0.01% +202 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 2,453 shares; 2025Q1: 2,404 shares; 2025Q2: 2,410 shares; 2025Q3: 2,404 shares; 2025Q4: 2,491 shares; 2026Q1: 10,551 shares 10,551 $633K 0.01% +8,060 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 1,418 shares; 2025Q1: 335 shares; 2025Q2: 1,670 shares; 2025Q3: 8 shares; 2025Q4: 353 shares; 2026Q1: 1,699 shares 1,699 $630K 0.01% +1,346 Timeline VFH 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: 2,811 shares; 2024Q4: 2,882 shares; 2025Q1: 3,082 shares; 2025Q2: 3,252 shares; 2025Q3: 3,227 shares; 2025Q4: 3,344 shares; 2026Q1: 5,206 shares 5,206 $629K 0.01% +1,862 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: 7,515 shares; 2024Q4: 15,808 shares; 2025Q1: not reported; 2025Q2: 9,199 shares; 2025Q3: 9,361 shares; 2025Q4: 8,868 shares; 2026Q1: 9,456 shares 9,456 $629K 0.01% +588 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 940 shares; 2025Q1: 1,382 shares; 2025Q2: 1,382 shares; 2025Q3: 1,533 shares; 2025Q4: 1,553 shares; 2026Q1: 3,467 shares 3,467 $627K 0.01% +1,914 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 641 shares; 2025Q1: 733 shares; 2025Q2: 2,362 shares; 2025Q3: 2,436 shares; 2025Q4: 2,047 shares; 2026Q1: 2,268 shares 2,268 $624K 0.01% +221 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: 5,856 shares; 2024Q4: 5,459 shares; 2025Q1: 5,571 shares; 2025Q2: 5,471 shares; 2025Q3: 5,280 shares; 2025Q4: 5,039 shares; 2026Q1: 4,493 shares 4,493 $621K 0.01% -546 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,260 shares; 2024Q4: 12,684 shares; 2025Q1: 11,452 shares; 2025Q2: 10,971 shares; 2025Q3: 10,482 shares; 2025Q4: 8,736 shares; 2026Q1: 7,023 shares 7,023 $621K 0.01% -1,713 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,773 shares; 2024Q4: 15,101 shares; 2025Q1: 14,236 shares; 2025Q2: 13,364 shares; 2025Q3: 12,242 shares; 2025Q4: 7,248 shares; 2026Q1: 9,501 shares 9,501 $620K 0.01% +2,253 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,595 shares; 2025Q1: 1,895 shares; 2025Q2: 2,887 shares; 2025Q3: 2,861 shares; 2025Q4: 2,980 shares; 2026Q1: 3,315 shares 3,315 $618K 0.01% +335 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 446 shares; 2025Q1: 10,069 shares; 2025Q2: 15,480 shares; 2025Q3: 16,434 shares; 2025Q4: 12,473 shares; 2026Q1: 12,732 shares 12,732 $616K 0.01% +259 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 1,994 shares; 2025Q1: 1,740 shares; 2025Q2: 1,770 shares; 2025Q3: 1,777 shares; 2025Q4: 1,413 shares; 2026Q1: 9,475 shares 9,475 $616K 0.01% +8,062 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 600 shares; 2025Q1: 618 shares; 2025Q2: 1,920 shares; 2025Q3: 695 shares; 2025Q4: 3,441 shares; 2026Q1: 3,142 shares 3,142 $614K 0.01% -299 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: 10,660 shares; 2024Q4: 1,790 shares; 2025Q1: 1,989 shares; 2025Q2: 2,003 shares; 2025Q3: 2,854 shares; 2025Q4: 2,885 shares; 2026Q1: 2,243 shares 2,243 $611K 0.01% -642 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL 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: 10,137 shares; 2025Q3: 10,837 shares; 2025Q4: 16,047 shares; 2026Q1: 16,936 shares 16,936 $611K 0.01% +889 Timeline VGK 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: 621 shares; 2024Q4: 697 shares; 2025Q1: 630 shares; 2025Q2: 6,561 shares; 2025Q3: 7,038 shares; 2025Q4: 7,375 shares; 2026Q1: 7,403 shares 7,403 $610K 0.01% +28 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,513 shares; 2024Q4: 29,447 shares; 2025Q1: 32,509 shares; 2025Q2: 40,957 shares; 2025Q3: 45,856 shares; 2025Q4: 54,286 shares; 2026Q1: 27,930 shares 27,930 $606K 0.01% -26,356 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,669 shares; 2024Q4: 27,792 shares; 2025Q1: 21,746 shares; 2025Q2: 21,543 shares; 2025Q3: 21,233 shares; 2025Q4: 21,419 shares; 2026Q1: 12,621 shares 12,621 $600K 0.01% -8,798 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: 1,362 shares; 2024Q4: 7,266 shares; 2025Q1: 6,277 shares; 2025Q2: 5,699 shares; 2025Q3: 6,084 shares; 2025Q4: 5,410 shares; 2026Q1: 6,502 shares 6,502 $599K 0.01% +1,092 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 3,537 shares; 2025Q1: 4,331 shares; 2025Q2: 4,796 shares; 2025Q3: 4,349 shares; 2025Q4: 5,180 shares; 2026Q1: 5,091 shares 5,091 $596K 0.01% -89 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: 2,334 shares; 2024Q4: 2,348 shares; 2025Q1: 3,051 shares; 2025Q2: 4,283 shares; 2025Q3: 3,304 shares; 2025Q4: 4,542 shares; 2026Q1: 5,259 shares 5,259 $595K 0.01% +717 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 3,284 shares; 2025Q1: 3,054 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,513 shares; 2026Q1: 1,952 shares 1,952 $594K 0.01% +439 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: 1,087 shares; 2024Q4: 980 shares; 2025Q1: 1,236 shares; 2025Q2: 950 shares; 2025Q3: 605 shares; 2025Q4: 517 shares; 2026Q1: 422 shares 422 $582K 0.01% -95 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 79 shares; 2025Q1: 77 shares; 2025Q2: 824 shares; 2025Q3: 1,043 shares; 2025Q4: 1,246 shares; 2026Q1: 1,174 shares 1,174 $576K 0.01% -72 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,262 shares; 2025Q1: 2,959 shares; 2025Q2: 4,159 shares; 2025Q3: 4,082 shares; 2025Q4: 4,183 shares; 2026Q1: 3,965 shares 3,965 $567K 0.01% -218 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,982 shares; 2024Q4: 7,247 shares; 2025Q1: 8,509 shares; 2025Q2: 6,556 shares; 2025Q3: 6,515 shares; 2025Q4: 6,513 shares; 2026Q1: 5,609 shares 5,609 $565K 0.01% -904 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: 10,095 shares; 2024Q4: 5,991 shares; 2025Q1: 6,000 shares; 2025Q2: 6,869 shares; 2025Q3: 4,755 shares; 2025Q4: 4,422 shares; 2026Q1: 5,486 shares 5,486 $560K 0.01% +1,064 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,807 shares; 2024Q4: 6,408 shares; 2025Q1: 6,791 shares; 2025Q2: 6,588 shares; 2025Q3: 6,067 shares; 2025Q4: 5,375 shares; 2026Q1: 5,067 shares 5,067 $553K 0.01% -308 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,960 shares; 2024Q4: 15,462 shares; 2025Q1: 14,083 shares; 2025Q2: 12,185 shares; 2025Q3: 10,106 shares; 2025Q4: 13,985 shares; 2026Q1: 7,747 shares 7,747 $553K 0.01% -6,238 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,653 shares; 2024Q4: 5,595 shares; 2025Q1: 5,579 shares; 2025Q2: 5,675 shares; 2025Q3: 5,763 shares; 2025Q4: 5,432 shares; 2026Q1: 7,472 shares 7,472 $552K 0.01% +2,040 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: 272 shares; 2025Q1: 2,456 shares; 2025Q2: 4,155 shares; 2025Q3: 4,148 shares; 2025Q4: 3,645 shares; 2026Q1: 3,313 shares 3,313 $550K 0.01% -332 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY 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: 10,663 shares; 2025Q3: 15,248 shares; 2025Q4: 16,148 shares; 2026Q1: 16,777 shares 16,777 $549K 0.01% +629 Timeline ESGD 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: 3,549 shares; 2024Q4: 4,060 shares; 2025Q1: 4,033 shares; 2025Q2: 3,882 shares; 2025Q3: 5,323 shares; 2025Q4: 5,292 shares; 2026Q1: 5,702 shares 5,702 $545K 0.01% +410 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: 72 shares; 2024Q4: 57 shares; 2025Q1: 34 shares; 2025Q2: 799 shares; 2025Q3: 786 shares; 2025Q4: 772 shares; 2026Q1: 748 shares 748 $544K 0.01% -24 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,756 shares; 2024Q4: 9,994 shares; 2025Q1: 12,944 shares; 2025Q2: 14,687 shares; 2025Q3: 11,632 shares; 2025Q4: 12,466 shares; 2026Q1: 12,637 shares 12,637 $542K 0.01% +171 Timeline ITM 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: 1,870 shares; 2024Q4: 64,725 shares; 2025Q1: 5,141 shares; 2025Q2: 5,993 shares; 2025Q3: 5,993 shares; 2025Q4: 11,529 shares; 2026Q1: 11,637 shares 11,637 $540K 0.01% +108 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: not reported; 2025Q1: 2,346 shares; 2025Q2: 2,832 shares; 2025Q3: 2,260 shares; 2025Q4: 2,971 shares; 2026Q1: 2,836 shares 2,836 $536K 0.01% -135 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 850 shares; 2025Q1: 813 shares; 2025Q2: 767 shares; 2025Q3: 1,040 shares; 2025Q4: 1,069 shares; 2026Q1: 908 shares 908 $535K 0.01% -161 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,835 shares; 2024Q4: 28,319 shares; 2025Q1: 21,126 shares; 2025Q2: 20,215 shares; 2025Q3: 17,373 shares; 2025Q4: 9,750 shares; 2026Q1: 8,159 shares 8,159 $534K 0.01% -1,591 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 30 shares; 2025Q1: 7,786 shares; 2025Q2: 7,239 shares; 2025Q3: 7,337 shares; 2025Q4: 3,561 shares; 2026Q1: 12,648 shares 12,648 $534K 0.01% +9,087 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,194 shares; 2024Q4: 35,164 shares; 2025Q1: 29,133 shares; 2025Q2: 27,578 shares; 2025Q3: 26,493 shares; 2025Q4: 20,153 shares; 2026Q1: 20,044 shares 20,044 $532K 0.01% -109 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 1,016 shares; 2025Q1: 1,453 shares; 2025Q2: 1,905 shares; 2025Q3: 2,169 shares; 2025Q4: 2,253 shares; 2026Q1: 2,509 shares 2,509 $523K 0.01% +256 Timeline IGOV 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: 24,012 shares; 2025Q3: 25,505 shares; 2025Q4: 8,329 shares; 2026Q1: 12,657 shares 12,657 $520K 0.01% +4,328 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,851 shares; 2025Q1: 3,779 shares; 2025Q2: 4,188 shares; 2025Q3: 4,174 shares; 2025Q4: 2,954 shares; 2026Q1: 1,812 shares 1,812 $512K 0.01% -1,142 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: 19,657 shares; 2024Q4: 19,273 shares; 2025Q1: 22,360 shares; 2025Q2: 24,580 shares; 2025Q3: 24,474 shares; 2025Q4: 27,007 shares; 2026Q1: 10,395 shares 10,395 $510K 0.01% -16,612 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: 1,216 shares; 2024Q4: 1,130 shares; 2025Q1: 1,058 shares; 2025Q2: 1,001 shares; 2025Q3: 1,092 shares; 2025Q4: 1,576 shares; 2026Q1: 3,729 shares 3,729 $507K 0.01% +2,153 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,826 shares; 2024Q4: 7,394 shares; 2025Q1: 7,614 shares; 2025Q2: 4,891 shares; 2025Q3: 5,602 shares; 2025Q4: 7,179 shares; 2026Q1: 6,261 shares 6,261 $483K 0.01% -918 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,387 shares; 2024Q4: 3,721 shares; 2025Q1: 3,268 shares; 2025Q2: 4,262 shares; 2025Q3: 4,318 shares; 2025Q4: 4,071 shares; 2026Q1: 4,179 shares 4,179 $481K 0.01% +108 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 7,095 shares; 2025Q4: 7,308 shares; 2026Q1: 12,210 shares 12,210 $476K 0.01% +4,902 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: 1 shares; 2025Q4: 1 shares; 2026Q1: 4,731 shares 4,731 $476K 0.01% +4,730 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 14,322 shares; 2025Q4: 12,451 shares; 2026Q1: 12,676 shares 12,676 $475K 0.01% +225 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: 1,938 shares; 2024Q4: 2,297 shares; 2025Q1: 2,092 shares; 2025Q2: 2,502 shares; 2025Q3: 2,618 shares; 2025Q4: 2,790 shares; 2026Q1: 3,022 shares 3,022 $470K 0.01% +232 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,181 shares; 2024Q4: 4,297 shares; 2025Q1: 4,472 shares; 2025Q2: 8,513 shares; 2025Q3: 2,454 shares; 2025Q4: 1,679 shares; 2026Q1: 1,758 shares 1,758 $469K 0.01% +79 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 865 shares; 2024Q4: 12,670 shares; 2025Q1: 16,525 shares; 2025Q2: 2,733 shares; 2025Q3: 2,577 shares; 2025Q4: 4,349 shares; 2026Q1: 4,168 shares 4,168 $464K 0.01% -181 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: 1,143 shares; 2024Q4: 1,525 shares; 2025Q1: 1,938 shares; 2025Q2: 1,924 shares; 2025Q3: 1,743 shares; 2025Q4: 1,492 shares; 2026Q1: 1,292 shares 1,292 $464K 0.01% -200 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: 3,276 shares; 2024Q4: 3,146 shares; 2025Q1: 2,114 shares; 2025Q2: 2,080 shares; 2025Q3: 2,026 shares; 2025Q4: 2,107 shares; 2026Q1: 1,899 shares 1,899 $462K 0.01% -208 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: 148 shares; 2024Q4: 371 shares; 2025Q1: 510 shares; 2025Q2: 1,363 shares; 2025Q3: 1,477 shares; 2025Q4: 1,569 shares; 2026Q1: 1,842 shares 1,842 $462K 0.01% +273 Timeline