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: 52,487,531 shares; 2024Q4: 55,081,925 shares; 2025Q1: 50,654,752 shares; 2025Q2: 46,789,572 shares; 2025Q3: 47,576,490 shares; 2025Q4: 46,633,589 shares; 2026Q1: 1,544,708 shares 1,544,708 $140M 8.5% -45,088,881 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: 833,873 shares; 2024Q4: 819,744 shares; 2025Q1: 813,592 shares; 2025Q2: 773,577 shares; 2025Q3: 765,177 shares; 2025Q4: 740,611 shares; 2026Q1: 132,217 shares 132,217 $79M 4.8% -608,394 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: 3,690,169 shares; 2024Q4: 3,603,554 shares; 2025Q1: 3,621,210 shares; 2025Q2: 3,619,723 shares; 2025Q3: 3,511,847 shares; 2025Q4: 3,601,607 shares; 2026Q1: 135,596 shares 135,596 $59.2M 3.6% -3,466,011 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: 4,867,483 shares; 2024Q4: 5,392,178 shares; 2025Q1: 5,333,373 shares; 2025Q2: 23,964,909 shares; 2025Q3: 25,364,396 shares; 2025Q4: 26,010,786 shares; 2026Q1: 622,779 shares 622,779 $59.1M 3.59% -25,388,007 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: 42,836,064 shares; 2024Q4: 43,352,361 shares; 2025Q1: 36,708,654 shares; 2025Q2: 33,093,734 shares; 2025Q3: 32,650,052 shares; 2025Q4: 32,487,788 shares; 2026Q1: 820,499 shares 820,499 $57.2M 3.48% -31,667,289 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: 6,313,924 shares; 2024Q4: 6,229,085 shares; 2025Q1: 6,499,231 shares; 2025Q2: 6,541,318 shares; 2025Q3: 6,514,642 shares; 2025Q4: 7,131,797 shares; 2026Q1: 291,675 shares 291,675 $57.2M 3.48% -6,840,122 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: 22,699,729 shares; 2024Q4: 22,143,362 shares; 2025Q1: 22,293,011 shares; 2025Q2: 19,859,881 shares; 2025Q3: 20,315,240 shares; 2025Q4: 20,427,521 shares; 2026Q1: 831,827 shares 831,827 $53.3M 3.24% -19,595,694 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,553,091 shares; 2024Q4: 6,245,400 shares; 2025Q1: 6,030,046 shares; 2025Q2: 6,102,300 shares; 2025Q3: 5,943,258 shares; 2025Q4: 5,878,296 shares; 2026Q1: 207,497 shares 207,497 $51.6M 3.14% -5,670,799 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: 3,886,218 shares; 2024Q4: 3,973,639 shares; 2025Q1: 4,112,204 shares; 2025Q2: 4,400,842 shares; 2025Q3: 4,545,391 shares; 2025Q4: 4,726,716 shares; 2026Q1: 543,867 shares 543,867 $51M 3.1% -4,182,849 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,153,491 shares; 2024Q4: 13,314,729 shares; 2025Q1: 12,850,044 shares; 2025Q2: 13,580,167 shares; 2025Q3: 13,631,083 shares; 2025Q4: 13,595,368 shares; 2026Q1: 976,726 shares 976,726 $44.6M 2.71% -12,618,642 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: 4,664,981 shares; 2024Q4: 4,624,783 shares; 2025Q1: 4,642,676 shares; 2025Q2: 4,788,802 shares; 2025Q3: 4,787,990 shares; 2025Q4: 4,783,889 shares; 2026Q1: 386,161 shares 386,161 $42.4M 2.57% -4,397,728 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,602,536 shares; 2024Q4: 10,328,298 shares; 2025Q1: 11,158,373 shares; 2025Q2: 12,631,293 shares; 2025Q3: 12,145,832 shares; 2025Q4: 12,344,150 shares; 2026Q1: 408,593 shares 408,593 $37.9M 2.3% -11,935,557 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: 1,064,514 shares; 2024Q4: 1,030,454 shares; 2025Q1: 1,075,495 shares; 2025Q2: 1,123,039 shares; 2025Q3: 1,126,221 shares; 2025Q4: 596,692 shares; 2026Q1: 116,854 shares 116,854 $34.9M 2.12% -479,838 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: 788,211 shares; 2024Q4: 781,944 shares; 2025Q1: 766,539 shares; 2025Q2: 646,928 shares; 2025Q3: 635,696 shares; 2025Q4: 593,551 shares; 2026Q1: 50,620 shares 50,620 $33.1M 2.01% -542,931 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: 4,363,975 shares; 2024Q4: 4,217,270 shares; 2025Q1: 4,169,062 shares; 2025Q2: 3,567,868 shares; 2025Q3: 3,336,167 shares; 2025Q4: 3,218,434 shares; 2026Q1: 329,530 shares 329,530 $32M 1.95% -2,888,904 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: 3,788,771 shares; 2024Q4: 3,629,178 shares; 2025Q1: 3,381,633 shares; 2025Q2: 3,393,013 shares; 2025Q3: 3,427,479 shares; 2025Q4: 3,371,310 shares; 2026Q1: 216,645 shares 216,645 $31.6M 1.92% -3,154,665 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: 8,664,823 shares; 2024Q4: 8,881,649 shares; 2025Q1: 8,769,111 shares; 2025Q2: 8,153,181 shares; 2025Q3: 8,520,453 shares; 2025Q4: 8,562,744 shares; 2026Q1: 297,890 shares 297,890 $29.6M 1.8% -8,264,854 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: 4,969,419 shares; 2024Q4: 4,882,675 shares; 2025Q1: 5,074,273 shares; 2025Q2: 5,265,134 shares; 2025Q3: 5,529,245 shares; 2025Q4: 5,733,941 shares; 2026Q1: 272,630 shares 272,630 $28.9M 1.76% -5,461,311 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: 2,167,294 shares; 2024Q4: 2,343,266 shares; 2025Q1: 2,299,636 shares; 2025Q2: 2,470,057 shares; 2025Q3: 2,505,957 shares; 2025Q4: 2,318,306 shares; 2026Q1: 370,015 shares 370,015 $27.2M 1.66% -1,948,291 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: 13,224,921 shares; 2024Q4: 15,533,140 shares; 2025Q1: 12,247,868 shares; 2025Q2: 12,455,750 shares; 2025Q3: 14,255,500 shares; 2025Q4: 13,972,314 shares; 2026Q1: 532,395 shares 532,395 $26.6M 1.61% -13,439,919 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,830,474 shares; 2024Q4: 1,729,465 shares; 2025Q1: 1,676,486 shares; 2025Q2: 1,523,798 shares; 2025Q3: 1,465,568 shares; 2025Q4: 1,493,829 shares; 2026Q1: 87,154 shares 87,154 $25M 1.52% -1,406,675 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: 921,707 shares; 2024Q4: 910,595 shares; 2025Q1: 896,014 shares; 2025Q2: 818,117 shares; 2025Q3: 795,814 shares; 2025Q4: 752,040 shares; 2026Q1: 63,628 shares 63,628 $20.4M 1.24% -688,412 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: 3,524,405 shares; 2024Q4: 3,341,377 shares; 2025Q1: 2,793,630 shares; 2025Q2: 2,540,797 shares; 2025Q3: 2,428,897 shares; 2025Q4: 2,369,283 shares; 2026Q1: 156,876 shares 156,876 $20.1M 1.22% -2,212,407 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: 10,113,314 shares; 2024Q4: 10,195,778 shares; 2025Q1: 10,033,292 shares; 2025Q2: 9,530,244 shares; 2025Q3: 9,173,140 shares; 2025Q4: 8,368,112 shares; 2026Q1: 344,754 shares 344,754 $18.6M 1.13% -8,023,358 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: 1,892,158 shares; 2024Q4: 1,837,386 shares; 2025Q1: 1,852,096 shares; 2025Q2: 1,846,239 shares; 2025Q3: 1,872,138 shares; 2025Q4: 1,847,781 shares; 2026Q1: 72,029 shares 72,029 $18.3M 1.11% -1,775,752 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,073,697 shares; 2024Q4: 6,099,166 shares; 2025Q1: 5,940,514 shares; 2025Q2: 5,038,993 shares; 2025Q3: 4,905,852 shares; 2025Q4: 4,618,902 shares; 2026Q1: 367,495 shares 367,495 $17M 1.03% -4,251,407 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,127,879 shares; 2024Q4: 2,078,785 shares; 2025Q1: 2,031,121 shares; 2025Q2: 1,980,891 shares; 2025Q3: 1,895,364 shares; 2025Q4: 1,852,198 shares; 2026Q1: 38,862 shares 38,862 $16.6M 1.01% -1,813,336 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: 592,796 shares; 2024Q4: 580,018 shares; 2025Q1: 581,809 shares; 2025Q2: 558,947 shares; 2025Q3: 736,306 shares; 2025Q4: 684,338 shares; 2026Q1: 45,847 shares 45,847 $16.3M 0.99% -638,491 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: 5,325,876 shares; 2024Q4: 5,813,700 shares; 2025Q1: 6,065,716 shares; 2025Q2: 4,954,573 shares; 2025Q3: 4,707,901 shares; 2025Q4: 4,598,359 shares; 2026Q1: 335,401 shares 335,401 $15.7M 0.96% -4,262,958 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,938,594 shares; 2024Q4: 1,571,174 shares; 2025Q1: 7,751,093 shares; 2025Q2: 14,807,882 shares; 2025Q3: 15,303,736 shares; 2025Q4: 15,520,503 shares; 2026Q1: 196,512 shares 196,512 $15.4M 0.94% -15,323,991 Timeline USIG 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: 5,059,122 shares; 2024Q4: 5,603,082 shares; 2025Q1: 5,556,526 shares; 2025Q2: 23,177,950 shares; 2025Q3: 24,591,007 shares; 2025Q4: 25,593,092 shares; 2026Q1: 280,801 shares 280,801 $14.4M 0.87% -25,312,291 Timeline SCHC 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: 1,529,134 shares; 2024Q4: 1,281,974 shares; 2025Q1: 2,032,346 shares; 2025Q2: 3,421,181 shares; 2025Q3: 3,626,527 shares; 2025Q4: 4,177,112 shares; 2026Q1: 301,165 shares 301,165 $14.1M 0.86% -3,875,947 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: 954,148 shares; 2024Q4: 953,343 shares; 2025Q1: 956,466 shares; 2025Q2: 942,231 shares; 2025Q3: 933,992 shares; 2025Q4: 896,364 shares; 2026Q1: 51,243 shares 51,243 $13.4M 0.82% -845,121 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: 2,732,711 shares; 2024Q4: 2,737,898 shares; 2025Q1: 2,843,511 shares; 2025Q2: 2,672,631 shares; 2025Q3: 4,343,822 shares; 2025Q4: 2,748,355 shares; 2026Q1: 66,970 shares 66,970 $12.7M 0.77% -2,681,385 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: 1,773,667 shares; 2024Q4: 1,723,675 shares; 2025Q1: 1,710,038 shares; 2025Q2: 1,674,337 shares; 2025Q3: 1,598,204 shares; 2025Q4: 1,735,188 shares; 2026Q1: 67,563 shares 67,563 $12.5M 0.76% -1,667,625 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: 1,212,764 shares; 2024Q4: 1,197,982 shares; 2025Q1: 1,209,873 shares; 2025Q2: 1,164,247 shares; 2025Q3: 1,107,457 shares; 2025Q4: 1,116,193 shares; 2026Q1: 182,167 shares 182,167 $12.3M 0.75% -934,026 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: 1,026,139 shares; 2024Q4: 1,050,523 shares; 2025Q1: 990,347 shares; 2025Q2: 1,020,552 shares; 2025Q3: 1,002,938 shares; 2025Q4: 970,600 shares; 2026Q1: 40,870 shares 40,870 $11.8M 0.71% -929,730 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: 724,323 shares; 2024Q4: 739,983 shares; 2025Q1: 688,107 shares; 2025Q2: 724,398 shares; 2025Q3: 753,764 shares; 2025Q4: 758,346 shares; 2026Q1: 31,471 shares 31,471 $11.6M 0.71% -726,875 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: 1,507,957 shares; 2024Q4: 1,510,035 shares; 2025Q1: 1,503,469 shares; 2025Q2: 1,375,677 shares; 2025Q3: 1,371,062 shares; 2025Q4: 1,359,871 shares; 2026Q1: 35,571 shares 35,571 $11.2M 0.68% -1,324,300 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: 196,168 shares; 2024Q4: 205,804 shares; 2025Q1: 174,879 shares; 2025Q2: 30,751,087 shares; 2025Q3: 32,786,823 shares; 2025Q4: 35,617,520 shares; 2026Q1: 485,145 shares 485,145 $11.1M 0.68% -35,132,375 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: 643,719 shares; 2024Q4: 629,431 shares; 2025Q1: 625,692 shares; 2025Q2: 582,675 shares; 2025Q3: 589,883 shares; 2025Q4: 564,725 shares; 2026Q1: 44,695 shares 44,695 $11.1M 0.67% -520,030 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: 536,407 shares; 2024Q4: 438,025 shares; 2025Q1: 433,673 shares; 2025Q2: 1,349,016 shares; 2025Q3: 1,365,357 shares; 2025Q4: 2,269,776 shares; 2026Q1: 113,164 shares 113,164 $10.6M 0.65% -2,156,612 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: 715,144 shares; 2024Q4: 761,595 shares; 2025Q1: 774,998 shares; 2025Q2: 782,506 shares; 2025Q3: 855,498 shares; 2025Q4: 741,951 shares; 2026Q1: 45,151 shares 45,151 $9.81M 0.6% -696,800 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: 525,226 shares; 2024Q4: 517,238 shares; 2025Q1: 523,983 shares; 2025Q2: 516,031 shares; 2025Q3: 487,341 shares; 2025Q4: 452,018 shares; 2026Q1: 71,454 shares 71,454 $8.88M 0.54% -380,564 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: 1,573,455 shares; 2024Q4: 1,466,160 shares; 2025Q1: 1,363,473 shares; 2025Q2: 1,491,750 shares; 2025Q3: 1,477,299 shares; 2025Q4: 1,459,896 shares; 2026Q1: 49,155 shares 49,155 $8.57M 0.52% -1,410,741 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,693,226 shares; 2024Q4: 4,464,934 shares; 2025Q1: 4,179,108 shares; 2025Q2: 8,868,136 shares; 2025Q3: 9,364,978 shares; 2025Q4: 9,768,912 shares; 2026Q1: 231,443 shares 231,443 $8.53M 0.52% -9,537,469 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,231,972 shares; 2024Q4: 1,209,133 shares; 2025Q1: 1,332,553 shares; 2025Q2: 2,030,896 shares; 2025Q3: 2,038,786 shares; 2025Q4: 1,732,133 shares; 2026Q1: 84,824 shares 84,824 $8.31M 0.5% -1,647,309 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: 2,193,401 shares; 2024Q4: 1,738,567 shares; 2025Q1: 3,131,108 shares; 2025Q2: 3,412,277 shares; 2025Q3: 1,429,055 shares; 2025Q4: 1,287,347 shares; 2026Q1: 74,439 shares 74,439 $7.93M 0.48% -1,212,908 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,831,275 shares; 2024Q4: 3,877,502 shares; 2025Q1: 2,928,044 shares; 2025Q2: 3,823,232 shares; 2025Q3: 4,330,027 shares; 2025Q4: 3,774,074 shares; 2026Q1: 138,447 shares 138,447 $7.83M 0.48% -3,635,627 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,313 shares; 2024Q4: 67,859 shares; 2025Q1: 69,022 shares; 2025Q2: 65,231 shares; 2025Q3: 155,381 shares; 2025Q4: 112,880 shares; 2026Q1: 66,653 shares 66,653 $7.36M 0.45% -46,227 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,670,609 shares; 2024Q4: 2,613,735 shares; 2025Q1: 2,447,144 shares; 2025Q2: 2,512,786 shares; 2025Q3: 2,601,117 shares; 2025Q4: 2,644,281 shares; 2026Q1: 77,432 shares 77,432 $7.04M 0.43% -2,566,849 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: 206,913 shares; 2024Q4: 488,640 shares; 2025Q1: 277,986 shares; 2025Q2: 235,953 shares; 2025Q3: 233,351 shares; 2025Q4: 220,523 shares; 2026Q1: 117,895 shares 117,895 $6.38M 0.39% -102,628 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: 793,774 shares; 2024Q4: 794,980 shares; 2025Q1: 825,818 shares; 2025Q2: 892,179 shares; 2025Q3: 870,219 shares; 2025Q4: 851,916 shares; 2026Q1: 29,472 shares 29,472 $6.14M 0.37% -822,444 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: 334,606 shares; 2024Q4: 329,714 shares; 2025Q1: 327,975 shares; 2025Q2: 313,599 shares; 2025Q3: 301,615 shares; 2025Q4: 291,763 shares; 2026Q1: 20,317 shares 20,317 $5.83M 0.35% -271,446 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: 509,643 shares; 2024Q4: 477,396 shares; 2025Q1: 468,468 shares; 2025Q2: 481,936 shares; 2025Q3: 472,928 shares; 2025Q4: 486,114 shares; 2026Q1: 19,389 shares 19,389 $5.7M 0.35% -466,725 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: 703,863 shares; 2024Q4: 722,196 shares; 2025Q1: 844,405 shares; 2025Q2: 627,414 shares; 2025Q3: 667,556 shares; 2025Q4: 707,627 shares; 2026Q1: 64,498 shares 64,498 $5.69M 0.35% -643,129 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: 270,845 shares; 2024Q4: 247,532 shares; 2025Q1: 246,961 shares; 2025Q2: 230,402 shares; 2025Q3: 229,351 shares; 2025Q4: 225,793 shares; 2026Q1: 11,631 shares 11,631 $5.57M 0.34% -214,162 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,896,770 shares; 2024Q4: 3,930,798 shares; 2025Q1: 3,860,977 shares; 2025Q2: 4,292,766 shares; 2025Q3: 4,673,595 shares; 2025Q4: 4,868,104 shares; 2026Q1: 121,963 shares 121,963 $5.55M 0.34% -4,746,141 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: 321,970 shares; 2024Q4: 306,314 shares; 2025Q1: 303,412 shares; 2025Q2: 288,051 shares; 2025Q3: 271,872 shares; 2025Q4: 268,241 shares; 2026Q1: 8,524 shares 8,524 $5.54M 0.34% -259,717 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: 520,315 shares; 2024Q4: 525,961 shares; 2025Q1: 515,976 shares; 2025Q2: 509,689 shares; 2025Q3: 459,140 shares; 2025Q4: 458,403 shares; 2026Q1: 30,125 shares 30,125 $5.11M 0.31% -428,278 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 731,353 shares; 2024Q4: 627,208 shares; 2025Q1: 521,293 shares; 2025Q2: 434,712 shares; 2025Q3: 377,472 shares; 2025Q4: 317,375 shares; 2026Q1: 25,898 shares 25,898 $4.97M 0.3% -291,477 Timeline VBK 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: 408,307 shares; 2024Q4: 421,508 shares; 2025Q1: 469,775 shares; 2025Q2: 493,193 shares; 2025Q3: 468,752 shares; 2025Q4: 430,614 shares; 2026Q1: 16,429 shares 16,429 $4.97M 0.3% -414,185 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: 1,229,100 shares; 2024Q4: 1,214,994 shares; 2025Q1: 1,194,557 shares; 2025Q2: 1,172,858 shares; 2025Q3: 1,150,526 shares; 2025Q4: 1,135,610 shares; 2026Q1: 22,211 shares 22,211 $4.75M 0.29% -1,113,399 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: 258,726 shares; 2024Q4: 350,975 shares; 2025Q1: 418,599 shares; 2025Q2: 342,236 shares; 2025Q3: 340,134 shares; 2025Q4: 336,834 shares; 2026Q1: 18,956 shares 18,956 $4.63M 0.28% -317,878 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: 142,024 shares; 2024Q4: 129,696 shares; 2025Q1: 144,640 shares; 2025Q2: 116,347 shares; 2025Q3: 101,072 shares; 2025Q4: 112,010 shares; 2026Q1: 54,131 shares 54,131 $4.47M 0.27% -57,879 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,007,061 shares; 2025Q3: 2,348,120 shares; 2025Q4: 2,464,692 shares; 2026Q1: 89,745 shares 89,745 $4.31M 0.26% -2,374,947 Timeline SLQD 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: 506,779 shares; 2024Q4: 502,913 shares; 2025Q1: 505,553 shares; 2025Q2: 284,941 shares; 2025Q3: 280,316 shares; 2025Q4: 280,277 shares; 2026Q1: 84,053 shares 84,053 $4.24M 0.26% -196,224 Timeline VOT 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: 735,167 shares; 2024Q4: 708,868 shares; 2025Q1: 751,425 shares; 2025Q2: 653,635 shares; 2025Q3: 624,932 shares; 2025Q4: 612,630 shares; 2026Q1: 16,432 shares 16,432 $4.23M 0.26% -596,198 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,442 shares; 2024Q4: 307,908 shares; 2025Q1: 319,460 shares; 2025Q2: 868,662 shares; 2025Q3: 1,041,705 shares; 2025Q4: 1,953,251 shares; 2026Q1: 162,176 shares 162,176 $4.07M 0.25% -1,791,075 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: 1,242,766 shares; 2024Q4: 1,312,180 shares; 2025Q1: 1,533,206 shares; 2025Q2: 2,269,601 shares; 2025Q3: 2,336,764 shares; 2025Q4: 2,381,960 shares; 2026Q1: 51,199 shares 51,199 $3.81M 0.23% -2,330,761 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: 445,710 shares; 2024Q4: 390,410 shares; 2025Q1: 367,397 shares; 2025Q2: 344,820 shares; 2025Q3: 338,341 shares; 2025Q4: 379,953 shares; 2026Q1: 12,195 shares 12,195 $3.77M 0.23% -367,758 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: 184,956 shares; 2024Q4: 181,652 shares; 2025Q1: 179,683 shares; 2025Q2: 179,602 shares; 2025Q3: 309,229 shares; 2025Q4: 899,276 shares; 2026Q1: 38,099 shares 38,099 $3.7M 0.22% -861,177 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: 198,838 shares; 2024Q4: 199,410 shares; 2025Q1: 184,017 shares; 2025Q2: 195,013 shares; 2025Q3: 191,743 shares; 2025Q4: 185,750 shares; 2026Q1: 6,347 shares 6,347 $3.63M 0.22% -179,403 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: 95,965 shares; 2024Q4: 94,407 shares; 2025Q1: 112,131 shares; 2025Q2: 123,948 shares; 2025Q3: 131,012 shares; 2025Q4: 121,724 shares; 2026Q1: 6,718 shares 6,718 $3.3M 0.2% -115,006 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: 1,900,749 shares; 2024Q4: 2,162,753 shares; 2025Q1: 1,921,928 shares; 2025Q2: 2,372,485 shares; 2025Q3: 2,503,793 shares; 2025Q4: 2,531,865 shares; 2026Q1: 41,114 shares 41,114 $3.17M 0.19% -2,490,751 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: 191,704 shares; 2024Q4: 199,570 shares; 2025Q1: 196,911 shares; 2025Q2: 193,628 shares; 2025Q3: 193,851 shares; 2025Q4: 205,089 shares; 2026Q1: 9,718 shares 9,718 $2.94M 0.18% -195,371 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,648 shares; 2024Q4: 164,290 shares; 2025Q1: 165,248 shares; 2025Q2: 362,035 shares; 2025Q3: 400,125 shares; 2025Q4: 400,550 shares; 2026Q1: 60,975 shares 60,975 $2.91M 0.18% -339,575 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: 178,446 shares; 2024Q4: 174,378 shares; 2025Q1: 172,553 shares; 2025Q2: 162,228 shares; 2025Q3: 160,008 shares; 2025Q4: 155,510 shares; 2026Q1: 13,205 shares 13,205 $2.87M 0.17% -142,305 Timeline QDF 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: 4,037,839 shares; 2024Q4: 4,020,551 shares; 2025Q1: 3,857,363 shares; 2025Q2: 4,048,052 shares; 2025Q3: 3,918,546 shares; 2025Q4: 4,075,676 shares; 2026Q1: 34,927 shares 34,927 $2.76M 0.17% -4,040,749 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: 120,609 shares; 2024Q4: 117,203 shares; 2025Q1: 115,449 shares; 2025Q2: 227,679 shares; 2025Q3: 231,111 shares; 2025Q4: 229,385 shares; 2026Q1: 13,966 shares 13,966 $2.69M 0.16% -215,419 Timeline SPIP 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: 146,060 shares; 2024Q4: 153,560 shares; 2025Q1: 277,765 shares; 2025Q2: 251,083 shares; 2025Q3: 280,713 shares; 2025Q4: 86,692 shares; 2026Q1: 101,047 shares 101,047 $2.63M 0.16% +14,355 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: 175,940 shares; 2024Q4: 168,180 shares; 2025Q1: 249,685 shares; 2025Q2: 282,130 shares; 2025Q3: 282,184 shares; 2025Q4: 280,681 shares; 2026Q1: 16,467 shares 16,467 $2.56M 0.16% -264,214 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: 326,957 shares; 2024Q4: 331,846 shares; 2025Q1: 331,771 shares; 2025Q2: 215,503 shares; 2025Q3: 216,363 shares; 2025Q4: 308,286 shares; 2026Q1: 16,191 shares 16,191 $2.34M 0.14% -292,095 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: 135,717 shares; 2024Q4: 141,992 shares; 2025Q1: 104,015 shares; 2025Q2: 74,331 shares; 2025Q3: 73,034 shares; 2025Q4: 69,869 shares; 2026Q1: 6,252 shares 6,252 $2.32M 0.14% -63,617 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: 202,093 shares; 2024Q4: 198,438 shares; 2025Q1: 197,908 shares; 2025Q2: 197,524 shares; 2025Q3: 215,001 shares; 2025Q4: 215,957 shares; 2026Q1: 11,152 shares 11,152 $2.31M 0.14% -204,805 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: 487,117 shares; 2024Q4: 521,987 shares; 2025Q1: 554,849 shares; 2025Q2: 549,622 shares; 2025Q3: 568,734 shares; 2025Q4: 569,470 shares; 2026Q1: 18,026 shares 18,026 $2.24M 0.14% -551,444 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 670,462 shares; 2024Q4: 673,338 shares; 2025Q1: 663,868 shares; 2025Q2: 641,370 shares; 2025Q3: 602,466 shares; 2025Q4: 568,072 shares; 2026Q1: 42,205 shares 42,205 $2.12M 0.13% -525,867 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: 5,674,823 shares; 2024Q4: 5,567,375 shares; 2025Q1: 5,840,805 shares; 2025Q2: 6,274,672 shares; 2025Q3: 5,938,745 shares; 2025Q4: 5,986,011 shares; 2026Q1: 14,794 shares 14,794 $2.09M 0.13% -5,971,217 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: 704,067 shares; 2024Q4: 778,194 shares; 2025Q1: 637,577 shares; 2025Q2: 668,262 shares; 2025Q3: 623,576 shares; 2025Q4: 640,754 shares; 2026Q1: 18,565 shares 18,565 $2.07M 0.13% -622,189 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: 195,760 shares; 2024Q4: 194,836 shares; 2025Q1: 233,991 shares; 2025Q2: 201,311 shares; 2025Q3: 204,624 shares; 2025Q4: 205,518 shares; 2026Q1: 12,365 shares 12,365 $1.97M 0.12% -193,153 Timeline MDYV 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: 581,450 shares; 2024Q4: 810,809 shares; 2025Q1: 601,299 shares; 2025Q2: 555,840 shares; 2025Q3: 533,069 shares; 2025Q4: 531,704 shares; 2026Q1: 23,033 shares 23,033 $1.96M 0.12% -508,671 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: 123,890 shares; 2024Q4: 131,686 shares; 2025Q1: 142,585 shares; 2025Q2: 189,214 shares; 2025Q3: 262,244 shares; 2025Q4: 263,116 shares; 2026Q1: 7,086 shares 7,086 $1.92M 0.12% -256,030 Timeline ESGE 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: 6,141,460 shares; 2024Q4: 6,177,766 shares; 2025Q1: 4,876,613 shares; 2025Q2: 4,434,498 shares; 2025Q3: 4,368,788 shares; 2025Q4: 4,216,469 shares; 2026Q1: 41,074 shares 41,074 $1.87M 0.11% -4,175,395 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: 95,882 shares; 2024Q4: 96,807 shares; 2025Q1: 75,369 shares; 2025Q2: 41,559 shares; 2025Q3: 41,572 shares; 2025Q4: 41,994 shares; 2026Q1: 15,633 shares 15,633 $1.73M 0.1% -26,361 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: 118,412 shares; 2024Q4: 133,126 shares; 2025Q1: 89,216 shares; 2025Q2: 87,013 shares; 2025Q3: 85,384 shares; 2025Q4: 84,073 shares; 2026Q1: 7,245 shares 7,245 $1.71M 0.1% -76,828 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864,437 shares; 2024Q4: 911,727 shares; 2025Q1: 909,442 shares; 2025Q2: 982,685 shares; 2025Q3: 988,877 shares; 2025Q4: 983,759 shares; 2026Q1: 31,501 shares 31,501 $1.66M 0.1% -952,258 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: 88,196 shares; 2024Q4: 312,750 shares; 2025Q1: 413,476 shares; 2025Q2: 515,353 shares; 2025Q3: 444,801 shares; 2025Q4: 444,357 shares; 2026Q1: 20,782 shares 20,782 $1.65M 0.1% -423,575 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: 238,670 shares; 2024Q4: 203,899 shares; 2025Q1: 205,208 shares; 2025Q2: 91,252 shares; 2025Q3: 94,990 shares; 2025Q4: 41,901 shares; 2026Q1: 21,071 shares 21,071 $1.65M 0.1% -20,830 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: 164,978 shares; 2024Q4: 375,357 shares; 2025Q1: 494,577 shares; 2025Q2: 391,931 shares; 2025Q3: 213,937 shares; 2025Q4: 223,648 shares; 2026Q1: 20,955 shares 20,955 $1.63M 0.1% -202,693 Timeline ESML 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: 2,355,475 shares; 2024Q4: 2,385,728 shares; 2025Q1: 2,443,797 shares; 2025Q2: 2,200,075 shares; 2025Q3: 2,225,333 shares; 2025Q4: 2,150,087 shares; 2026Q1: 34,053 shares 34,053 $1.6M 0.1% -2,116,034 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: 81,733 shares; 2024Q4: 84,393 shares; 2025Q1: 84,600 shares; 2025Q2: 82,758 shares; 2025Q3: 82,755 shares; 2025Q4: 88,755 shares; 2026Q1: 3,181 shares 3,181 $1.59M 0.1% -85,574 Timeline CMF 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: 642,946 shares; 2024Q4: 599,554 shares; 2025Q1: 556,489 shares; 2025Q2: 732,028 shares; 2025Q3: 699,571 shares; 2025Q4: 681,191 shares; 2026Q1: 27,517 shares 27,517 $1.56M 0.1% -653,674 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: 296,709 shares; 2024Q4: 327,969 shares; 2025Q1: 240,721 shares; 2025Q2: 222,687 shares; 2025Q3: 260,609 shares; 2025Q4: 215,422 shares; 2026Q1: 10,405 shares 10,405 $1.53M 0.09% -205,017 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: 220,004 shares; 2024Q4: 188,634 shares; 2025Q1: 188,561 shares; 2025Q2: 146,928 shares; 2025Q3: 146,705 shares; 2025Q4: 143,698 shares; 2026Q1: 17,244 shares 17,244 $1.53M 0.09% -126,454 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,590,103 shares; 2024Q4: 1,548,455 shares; 2025Q1: 1,537,799 shares; 2025Q2: 1,467,595 shares; 2025Q3: 1,495,268 shares; 2025Q4: 1,382,602 shares; 2026Q1: 33,119 shares 33,119 $1.49M 0.09% -1,349,483 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 82 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 2 shares 2 $1.44M 0.09% -79 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: 85,971 shares; 2024Q4: 93,364 shares; 2025Q1: 90,576 shares; 2025Q2: 82,301 shares; 2025Q3: 75,970 shares; 2025Q4: 74,852 shares; 2026Q1: 1,468 shares 1,468 $1.35M 0.08% -73,384 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: 15,559 shares; 2024Q4: 15,547 shares; 2025Q1: 14,944 shares; 2025Q2: 14,545 shares; 2025Q3: 14,223 shares; 2025Q4: 13,632 shares; 2026Q1: 2,188 shares 2,188 $1.35M 0.08% -11,444 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: 4,305,827 shares; 2024Q4: 4,482,820 shares; 2025Q1: 4,278,805 shares; 2025Q2: 3,964,182 shares; 2025Q3: 4,091,655 shares; 2025Q4: 4,003,911 shares; 2026Q1: 13,945 shares 13,945 $1.33M 0.08% -3,989,966 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391,332 shares; 2024Q4: 390,063 shares; 2025Q1: 207,452 shares; 2025Q2: 164,311 shares; 2025Q3: 147,957 shares; 2025Q4: 278,658 shares; 2026Q1: 10,984 shares 10,984 $1.32M 0.08% -267,674 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: 104,417 shares; 2024Q4: 111,537 shares; 2025Q1: 122,434 shares; 2025Q2: 123,420 shares; 2025Q3: 121,662 shares; 2025Q4: 122,544 shares; 2026Q1: 4,632 shares 4,632 $1.31M 0.08% -117,912 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: 45,421 shares; 2024Q4: 44,571 shares; 2025Q1: 41,857 shares; 2025Q2: 40,747 shares; 2025Q3: 40,035 shares; 2025Q4: 39,268 shares; 2026Q1: 4,317 shares 4,317 $1.26M 0.08% -34,951 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: 9,801 shares; 2024Q4: 10,735 shares; 2025Q1: 47,830 shares; 2025Q2: 40,851 shares; 2025Q3: 34,235 shares; 2025Q4: 39,471 shares; 2026Q1: 1,410 shares 1,410 $1.23M 0.07% -38,061 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: 38,603 shares; 2024Q4: 38,923 shares; 2025Q1: 42,248 shares; 2025Q2: 41,924 shares; 2025Q3: 41,281 shares; 2025Q4: 40,384 shares; 2026Q1: 5,863 shares 5,863 $1.19M 0.07% -34,521 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: 49,121 shares; 2024Q4: 119,959 shares; 2025Q1: 131,148 shares; 2025Q2: 144,962 shares; 2025Q3: 151,530 shares; 2025Q4: 204,265 shares; 2026Q1: 5,960 shares 5,960 $1.19M 0.07% -198,305 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: 94,007 shares; 2024Q4: 93,590 shares; 2025Q1: 97,999 shares; 2025Q2: 97,386 shares; 2025Q3: 120,475 shares; 2025Q4: 94,435 shares; 2026Q1: 3,570 shares 3,570 $1.17M 0.07% -90,865 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: 107,156 shares; 2024Q4: 108,400 shares; 2025Q1: 109,064 shares; 2025Q2: 113,123 shares; 2025Q3: 113,286 shares; 2025Q4: 115,477 shares; 2026Q1: 4,819 shares 4,819 $1.17M 0.07% -110,658 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: 1,904,614 shares; 2024Q4: 1,872,162 shares; 2025Q1: 1,868,211 shares; 2025Q2: 1,334,361 shares; 2025Q3: 1,310,457 shares; 2025Q4: 1,324,108 shares; 2026Q1: 38,533 shares 38,533 $1.16M 0.07% -1,285,575 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: 140,404 shares; 2024Q4: 145,247 shares; 2025Q1: 154,808 shares; 2025Q2: 159,356 shares; 2025Q3: 159,156 shares; 2025Q4: 166,300 shares; 2026Q1: 8,451 shares 8,451 $1.11M 0.07% -157,849 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: 121,864 shares; 2024Q4: 71,066 shares; 2025Q1: 62,802 shares; 2025Q2: 55,059 shares; 2025Q3: 116,420 shares; 2025Q4: 53,731 shares; 2026Q1: 4,767 shares 4,767 $1.08M 0.07% -48,964 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: 46,946 shares; 2024Q4: 44,992 shares; 2025Q1: 44,755 shares; 2025Q2: 145,794 shares; 2025Q3: 147,251 shares; 2025Q4: 171,630 shares; 2026Q1: 6,501 shares 6,501 $1.07M 0.07% -165,129 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: 37,845 shares; 2024Q4: 30,342 shares; 2025Q1: 42,329 shares; 2025Q2: 41,715 shares; 2025Q3: 41,745 shares; 2025Q4: 188,404 shares; 2026Q1: 10,164 shares 10,164 $1.06M 0.06% -178,240 Timeline IAGG 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: 283,235 shares; 2025Q3: 323,794 shares; 2025Q4: 326,649 shares; 2026Q1: 21,150 shares 21,150 $1.06M 0.06% -305,499 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: 430,372 shares; 2024Q4: 384,853 shares; 2025Q1: 426,602 shares; 2025Q2: 239,271 shares; 2025Q3: 169,655 shares; 2025Q4: 125,095 shares; 2026Q1: 12,200 shares 12,200 $1.06M 0.06% -112,895 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: 21,187 shares; 2024Q4: 21,199 shares; 2025Q1: 20,998 shares; 2025Q2: 21,076 shares; 2025Q3: 21,041 shares; 2025Q4: 20,426 shares; 2026Q1: 1,044 shares 1,044 $1.04M 0.06% -19,382 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: 95,512 shares; 2024Q4: 90,095 shares; 2025Q1: 90,074 shares; 2025Q2: 92,120 shares; 2025Q3: 94,356 shares; 2025Q4: 93,469 shares; 2026Q1: 3,429 shares 3,429 $1.04M 0.06% -90,040 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,330,000 shares; 2024Q4: 1,266,248 shares; 2025Q1: 1,218,425 shares; 2025Q2: 1,004,386 shares; 2025Q3: 957,861 shares; 2025Q4: 938,467 shares; 2026Q1: 26,704 shares 26,704 $1.04M 0.06% -911,763 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: 49,921 shares; 2024Q4: 46,729 shares; 2025Q1: 44,745 shares; 2025Q2: 43,360 shares; 2025Q3: 43,852 shares; 2025Q4: 42,350 shares; 2026Q1: 2,930 shares 2,930 $1.03M 0.06% -39,420 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: 53,035 shares; 2024Q4: 45,556 shares; 2025Q1: 44,323 shares; 2025Q2: 44,341 shares; 2025Q3: 43,422 shares; 2025Q4: 43,766 shares; 2026Q1: 3,005 shares 3,005 $1.03M 0.06% -40,761 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: 133,106 shares; 2024Q4: 132,334 shares; 2025Q1: 135,791 shares; 2025Q2: 133,796 shares; 2025Q3: 132,313 shares; 2025Q4: 131,691 shares; 2026Q1: 9,720 shares 9,720 $998K 0.06% -121,971 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: 31,811 shares; 2024Q4: 28,562 shares; 2025Q1: 28,332 shares; 2025Q2: 26,960 shares; 2025Q3: 27,546 shares; 2025Q4: 210,418 shares; 2026Q1: 10,148 shares 10,148 $976K 0.06% -200,270 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,207 shares; 2024Q4: 25,577 shares; 2025Q1: 28,074 shares; 2025Q2: 27,315 shares; 2025Q3: 27,113 shares; 2025Q4: 26,969 shares; 2026Q1: 3,704 shares 3,704 $964K 0.06% -23,265 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: 60,038 shares; 2024Q4: 94,976 shares; 2025Q1: 63,557 shares; 2025Q2: 62,381 shares; 2025Q3: 61,956 shares; 2025Q4: 124,935 shares; 2026Q1: 4,571 shares 4,571 $906K 0.06% -120,364 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: 17,784 shares; 2024Q4: 16,847 shares; 2025Q1: 13,261 shares; 2025Q2: 47,863 shares; 2025Q3: 32,318 shares; 2025Q4: 35,956 shares; 2026Q1: 2,071 shares 2,071 $895K 0.05% -33,885 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,849 shares; 2024Q4: 42,380 shares; 2025Q1: 39,224 shares; 2025Q2: 36,348 shares; 2025Q3: 34,053 shares; 2025Q4: 33,791 shares; 2026Q1: 7,354 shares 7,354 $891K 0.05% -26,437 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: 122,738 shares; 2024Q4: 125,034 shares; 2025Q1: 126,573 shares; 2025Q2: 129,996 shares; 2025Q3: 123,639 shares; 2025Q4: 133,438 shares; 2026Q1: 9,427 shares 9,427 $876K 0.05% -124,011 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: 53,956 shares; 2024Q4: 52,720 shares; 2025Q1: 50,129 shares; 2025Q2: 48,892 shares; 2025Q3: 48,171 shares; 2025Q4: 48,147 shares; 2026Q1: 2,798 shares 2,798 $870K 0.05% -45,349 Timeline ICF 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: 114,732 shares; 2024Q4: 113,115 shares; 2025Q1: 110,915 shares; 2025Q2: 103,070 shares; 2025Q3: 99,124 shares; 2025Q4: 98,895 shares; 2026Q1: 13,897 shares 13,897 $860K 0.05% -84,998 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: 80,778 shares; 2024Q4: 19,737 shares; 2025Q1: 13,791 shares; 2025Q2: 102,264 shares; 2025Q3: 76,245 shares; 2025Q4: 90,317 shares; 2026Q1: 2,517 shares 2,517 $851K 0.05% -87,800 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: 32,057 shares; 2024Q4: 31,240 shares; 2025Q1: 27,905 shares; 2025Q2: 25,521 shares; 2025Q3: 46,471 shares; 2025Q4: 56,975 shares; 2026Q1: 1,993 shares 1,993 $848K 0.05% -54,982 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,780 shares; 2024Q4: 148,761 shares; 2025Q1: 162,069 shares; 2025Q2: 169,951 shares; 2025Q3: 173,755 shares; 2025Q4: 160,478 shares; 2026Q1: 8,956 shares 8,956 $847K 0.05% -151,522 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: 54,003 shares; 2024Q4: 52,887 shares; 2025Q1: 51,460 shares; 2025Q2: 139,444 shares; 2025Q3: 103,503 shares; 2025Q4: 102,933 shares; 2026Q1: 5,029 shares 5,029 $831K 0.05% -97,904 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: 94,404 shares; 2024Q4: 85,464 shares; 2025Q1: 81,033 shares; 2025Q2: 78,291 shares; 2025Q3: 76,890 shares; 2025Q4: 73,393 shares; 2026Q1: 14,171 shares 14,171 $817K 0.05% -59,222 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: 70,380 shares; 2024Q4: 17,541 shares; 2025Q1: 12,923 shares; 2025Q2: 9,920 shares; 2025Q3: 52,749 shares; 2025Q4: 50,205 shares; 2026Q1: 1,989 shares 1,989 $792K 0.05% -48,216 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,010 shares; 2024Q4: 55,071 shares; 2025Q1: 52,626 shares; 2025Q2: 48,382 shares; 2025Q3: 47,185 shares; 2025Q4: 48,218 shares; 2026Q1: 5,307 shares 5,307 $771K 0.05% -42,911 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: 89,872 shares; 2024Q4: 105,369 shares; 2025Q1: 144,956 shares; 2025Q2: 27,514 shares; 2025Q3: 27,117 shares; 2025Q4: 29,182 shares; 2026Q1: 6,568 shares 6,568 $755K 0.05% -22,614 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: 22,770 shares; 2024Q4: 21,833 shares; 2025Q1: 20,521 shares; 2025Q2: 19,145 shares; 2025Q3: 19,771 shares; 2025Q4: 21,873 shares; 2026Q1: 3,611 shares 3,611 $735K 0.04% -18,262 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: 25,040 shares; 2024Q4: 24,561 shares; 2025Q1: 24,451 shares; 2025Q2: 24,560 shares; 2025Q3: 24,498 shares; 2025Q4: 29,548 shares; 2026Q1: 5,256 shares 5,256 $733K 0.04% -24,292 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: 5,883 shares; 2024Q4: 7,586 shares; 2025Q1: 7,147 shares; 2025Q2: 8,332 shares; 2025Q3: 8,082 shares; 2025Q4: 185,249 shares; 2026Q1: 5,667 shares 5,667 $716K 0.04% -179,582 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: 30,726 shares; 2024Q4: 124,603 shares; 2025Q1: 124,976 shares; 2025Q2: 134,848 shares; 2025Q3: 39,359 shares; 2025Q4: 37,204 shares; 2026Q1: 4,373 shares 4,373 $701K 0.04% -32,831 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: 763,616 shares; 2024Q4: 765,575 shares; 2025Q1: 706,027 shares; 2025Q2: 797,974 shares; 2025Q3: 690,246 shares; 2025Q4: 707,724 shares; 2026Q1: 14,365 shares 14,365 $700K 0.04% -693,359 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: 1,031 shares; 2024Q4: 1,010 shares; 2025Q1: 717 shares; 2025Q2: 592 shares; 2025Q3: 611 shares; 2025Q4: 603 shares; 2026Q1: 166 shares 166 $699K 0.04% -437 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,369,642 shares; 2024Q4: 1,393,958 shares; 2025Q1: 1,377,716 shares; 2025Q2: 1,180,714 shares; 2025Q3: 1,153,183 shares; 2025Q4: 1,115,032 shares; 2026Q1: 18,885 shares 18,885 $694K 0.04% -1,096,147 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: 91,909 shares; 2024Q4: 90,836 shares; 2025Q1: 92,643 shares; 2025Q2: 73,403 shares; 2025Q3: 73,259 shares; 2025Q4: 73,356 shares; 2026Q1: 1,875 shares 1,875 $671K 0.04% -71,481 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: 116,724 shares; 2024Q4: 93,065 shares; 2025Q1: 95,704 shares; 2025Q2: 92,313 shares; 2025Q3: 90,006 shares; 2025Q4: 117,812 shares; 2026Q1: 1,799 shares 1,799 $669K 0.04% -116,013 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 906 shares; 2025Q1: 881 shares; 2025Q2: 881 shares; 2025Q3: 881 shares; 2025Q4: 881 shares; 2026Q1: 780 shares 780 $662K 0.04% -101 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: 21,972 shares; 2024Q4: 18,908 shares; 2025Q1: 22,351 shares; 2025Q2: 17,912 shares; 2025Q3: 17,812 shares; 2025Q4: 76,995 shares; 2026Q1: 3,171 shares 3,171 $660K 0.04% -73,824 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,462 shares; 2024Q4: 15,198 shares; 2025Q1: 15,295 shares; 2025Q2: 14,772 shares; 2025Q3: 14,709 shares; 2025Q4: 14,963 shares; 2026Q1: 1,166 shares 1,166 $657K 0.04% -13,797 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: 44,753 shares; 2024Q4: 43,265 shares; 2025Q1: 35,328 shares; 2025Q2: 32,532 shares; 2025Q3: 32,059 shares; 2025Q4: 31,384 shares; 2026Q1: 1,987 shares 1,987 $653K 0.04% -29,397 Timeline HEEM 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: 726,591 shares; 2024Q4: 767,630 shares; 2025Q1: 912,356 shares; 2025Q2: 739,414 shares; 2025Q3: 677,476 shares; 2025Q4: 653,179 shares; 2026Q1: 17,673 shares 17,673 $652K 0.04% -635,506 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: 32,132 shares; 2024Q4: 33,216 shares; 2025Q1: 34,634 shares; 2025Q2: 35,726 shares; 2025Q3: 37,047 shares; 2025Q4: 37,166 shares; 2026Q1: 1,249 shares 1,249 $619K 0.04% -35,917 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 8,037 shares; 2025Q1: 9,997 shares; 2025Q2: 8,024 shares; 2025Q3: 9,928 shares; 2025Q4: 11,011 shares; 2026Q1: 357 shares 357 $617K 0.04% -10,654 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: 284,132 shares; 2024Q4: 55,381 shares; 2025Q1: 36,765 shares; 2025Q2: 150,046 shares; 2025Q3: 116,188 shares; 2025Q4: 116,703 shares; 2026Q1: 4,137 shares 4,137 $605K 0.04% -112,566 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,968 shares; 2025Q1: 4,661 shares; 2025Q2: 245,717 shares; 2025Q3: 317,276 shares; 2025Q4: 320,813 shares; 2026Q1: 9,308 shares 9,308 $592K 0.04% -311,505 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,978 shares; 2024Q4: 96,562 shares; 2025Q1: 65,621 shares; 2025Q2: 50,389 shares; 2025Q3: 53,543 shares; 2025Q4: 59,229 shares; 2026Q1: 1,513 shares 1,513 $591K 0.04% -57,716 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: 46,928 shares; 2024Q4: 46,020 shares; 2025Q1: 44,968 shares; 2025Q2: 43,652 shares; 2025Q3: 43,351 shares; 2025Q4: 42,578 shares; 2026Q1: 2,419 shares 2,419 $587K 0.04% -40,159 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: 100,681 shares; 2024Q4: 96,067 shares; 2025Q1: 95,366 shares; 2025Q2: 94,128 shares; 2025Q3: 94,061 shares; 2025Q4: 93,896 shares; 2026Q1: 5,146 shares 5,146 $582K 0.04% -88,750 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 685,337 shares; 2024Q4: 637,239 shares; 2025Q1: 602,645 shares; 2025Q2: 498,599 shares; 2025Q3: 465,259 shares; 2025Q4: 449,637 shares; 2026Q1: 14,156 shares 14,156 $582K 0.04% -435,481 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: 31,591 shares; 2024Q4: 31,967 shares; 2025Q1: 33,533 shares; 2025Q2: 29,541 shares; 2025Q3: 29,668 shares; 2025Q4: 29,425 shares; 2026Q1: 10,311 shares 10,311 $581K 0.04% -19,114 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: 18,597 shares; 2024Q4: 15,538 shares; 2025Q1: 273,862 shares; 2025Q2: 329,243 shares; 2025Q3: 62,132 shares; 2025Q4: 60,567 shares; 2026Q1: 9,676 shares 9,676 $569K 0.03% -50,891 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 682,905 shares; 2025Q1: 594,368 shares; 2025Q2: 910,262 shares; 2025Q3: 977,385 shares; 2025Q4: 577,817 shares; 2026Q1: 11,312 shares 11,312 $565K 0.03% -566,505 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,068,273 shares; 2024Q4: 2,152,774 shares; 2025Q1: 2,177,604 shares; 2025Q2: 2,146,017 shares; 2025Q3: 2,110,509 shares; 2025Q4: 2,075,285 shares; 2026Q1: 15,529 shares 15,529 $561K 0.03% -2,059,756 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: 2,454 shares; 2024Q4: 2,397 shares; 2025Q1: 3,602 shares; 2025Q2: 3,750 shares; 2025Q3: 35,117 shares; 2025Q4: 34,802 shares; 2026Q1: 1,022 shares 1,022 $550K 0.03% -33,780 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: 11,846 shares; 2024Q4: 10,510 shares; 2025Q1: 8,915 shares; 2025Q2: 8,001 shares; 2025Q3: 136,515 shares; 2025Q4: 137,450 shares; 2026Q1: 4,113 shares 4,113 $544K 0.03% -133,337 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: 7,800 shares; 2024Q4: 7,966 shares; 2025Q1: 8,078 shares; 2025Q2: 27,713 shares; 2025Q3: 26,622 shares; 2025Q4: 25,675 shares; 2026Q1: 612 shares 612 $530K 0.03% -25,063 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: 7,592 shares; 2024Q4: 122,311 shares; 2025Q1: 280,308 shares; 2025Q2: 330,238 shares; 2025Q3: 363,449 shares; 2025Q4: 479,229 shares; 2026Q1: 13,497 shares 13,497 $516K 0.03% -465,732 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: 5,941 shares; 2024Q4: 6,054 shares; 2025Q1: 6,598 shares; 2025Q2: 6,326 shares; 2025Q3: 6,193 shares; 2025Q4: 6,553 shares; 2026Q1: 1,407 shares 1,407 $505K 0.03% -5,146 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 2,569 shares; 2025Q1: 2,599 shares; 2025Q2: 2,558 shares; 2025Q3: 2,589 shares; 2025Q4: 5,407 shares; 2026Q1: 2,873 shares 2,873 $494K 0.03% -2,534 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,199 shares; 2024Q4: 12,781 shares; 2025Q1: 7,832 shares; 2025Q2: 7,141 shares; 2025Q3: 175,013 shares; 2025Q4: 181,113 shares; 2026Q1: 6,564 shares 6,564 $478K 0.03% -174,549 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: 33,479 shares; 2024Q4: 33,846 shares; 2025Q1: 34,381 shares; 2025Q2: 32,052 shares; 2025Q3: 31,388 shares; 2025Q4: 30,160 shares; 2026Q1: 3,616 shares 3,616 $474K 0.03% -26,544 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,302 shares; 2024Q4: 17,187 shares; 2025Q1: 16,961 shares; 2025Q2: 16,393 shares; 2025Q3: 16,576 shares; 2025Q4: 15,976 shares; 2026Q1: 693 shares 693 $473K 0.03% -15,283 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: 25,973 shares; 2024Q4: 26,459 shares; 2025Q1: 27,904 shares; 2025Q2: 19,625 shares; 2025Q3: 19,549 shares; 2025Q4: 19,464 shares; 2026Q1: 521 shares 521 $466K 0.03% -18,943 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: 177,475 shares; 2024Q4: 179,347 shares; 2025Q1: 119,229 shares; 2025Q2: 91,083 shares; 2025Q3: 87,157 shares; 2025Q4: 84,901 shares; 2026Q1: 4,072 shares 4,072 $458K 0.03% -80,829 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: 225,905 shares; 2024Q4: 229,986 shares; 2025Q1: 251,515 shares; 2025Q2: 298,157 shares; 2025Q3: 294,864 shares; 2025Q4: 286,573 shares; 2026Q1: 15,498 shares 15,498 $449K 0.03% -271,075 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: 7,154 shares; 2024Q4: 6,697 shares; 2025Q1: 4,807 shares; 2025Q2: 63,414 shares; 2025Q3: 61,043 shares; 2025Q4: 59,888 shares; 2026Q1: 4,801 shares 4,801 $443K 0.03% -55,087 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,985 shares; 2024Q4: 17,793 shares; 2025Q1: 17,528 shares; 2025Q2: 17,080 shares; 2025Q3: 16,667 shares; 2025Q4: 32,780 shares; 2026Q1: 4,054 shares 4,054 $442K 0.03% -28,726 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,516,273 shares; 2024Q4: 1,500,931 shares; 2025Q1: 965,182 shares; 2025Q2: 730,193 shares; 2025Q3: 615,628 shares; 2025Q4: 529,993 shares; 2026Q1: 5,516 shares 5,516 $434K 0.03% -524,477 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: 13,667 shares; 2024Q4: 13,747 shares; 2025Q1: 13,624 shares; 2025Q2: 12,557 shares; 2025Q3: 12,683 shares; 2025Q4: 180,669 shares; 2026Q1: 5,447 shares 5,447 $433K 0.03% -175,222 Timeline GWX 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: 250,783 shares; 2024Q4: 236,374 shares; 2025Q1: 229,895 shares; 2025Q2: 306,701 shares; 2025Q3: 328,485 shares; 2025Q4: 364,087 shares; 2026Q1: 10,144 shares 10,144 $428K 0.03% -353,943 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: 37,463 shares; 2024Q4: 26,315 shares; 2025Q1: 28,456 shares; 2025Q2: 25,467 shares; 2025Q3: 21,164 shares; 2025Q4: 11,995 shares; 2026Q1: 862 shares 862 $418K 0.03% -11,133 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: 41,699 shares; 2024Q4: 41,979 shares; 2025Q1: 15,823 shares; 2025Q2: 10,206 shares; 2025Q3: 10,046 shares; 2025Q4: 10,364 shares; 2026Q1: 494 shares 494 $418K 0.03% -9,870 Timeline SLYG 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: 156,132 shares; 2024Q4: 165,131 shares; 2025Q1: 173,290 shares; 2025Q2: 179,137 shares; 2025Q3: 181,215 shares; 2025Q4: 144,529 shares; 2026Q1: 4,232 shares 4,232 $409K 0.02% -140,297 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: 11,468 shares; 2024Q4: 11,285 shares; 2025Q1: 12,055 shares; 2025Q2: 11,315 shares; 2025Q3: 10,634 shares; 2025Q4: 10,347 shares; 2026Q1: 1,470 shares 1,470 $392K 0.02% -8,877 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: 40,810 shares; 2024Q4: 5,594 shares; 2025Q1: 38,841 shares; 2025Q2: 43,014 shares; 2025Q3: 47,513 shares; 2025Q4: 38,518 shares; 2026Q1: 711 shares 711 $390K 0.02% -37,807 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: 17,065 shares; 2024Q4: 15,830 shares; 2025Q1: 16,241 shares; 2025Q2: 14,737 shares; 2025Q3: 13,724 shares; 2025Q4: 13,328 shares; 2026Q1: 2,460 shares 2,460 $387K 0.02% -10,868 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: 67,272 shares; 2024Q4: 48,769 shares; 2025Q1: 38,209 shares; 2025Q2: 32,250 shares; 2025Q3: 30,843 shares; 2025Q4: 26,284 shares; 2026Q1: 1,585 shares 1,585 $385K 0.02% -24,699 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 504,489 shares; 2025Q4: 862,097 shares; 2026Q1: 8,241 shares 8,241 $383K 0.02% -853,856 Timeline VTEI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 278,370 shares; 2025Q4: 403,849 shares; 2026Q1: 3,827 shares 3,827 $382K 0.02% -400,022 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: 127,275 shares; 2024Q4: 78,653 shares; 2025Q1: 143,399 shares; 2025Q2: 54,070 shares; 2025Q3: 88,759 shares; 2025Q4: 84,544 shares; 2026Q1: 1,515 shares 1,515 $380K 0.02% -83,029 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,000 shares 11,000 $379K 0.02% new 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: 11,045 shares; 2024Q4: 11,639 shares; 2025Q1: 12,294 shares; 2025Q2: 12,275 shares; 2025Q3: 12,375 shares; 2025Q4: 12,582 shares; 2026Q1: 2,450 shares 2,450 $371K 0.02% -10,132 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: 3,055 shares; 2024Q4: 1,867 shares; 2025Q1: 5,961 shares; 2025Q2: 4,963 shares; 2025Q3: 4,901 shares; 2025Q4: 4,750 shares; 2026Q1: 2,105 shares 2,105 $364K 0.02% -2,645 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: 156,021 shares; 2024Q4: 145,344 shares; 2025Q1: 143,818 shares; 2025Q2: 140,167 shares; 2025Q3: 240,487 shares; 2025Q4: 530,922 shares; 2026Q1: 5,860 shares 5,860 $333K 0.02% -525,062 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: 21,182 shares; 2024Q4: 22,868 shares; 2025Q1: 22,257 shares; 2025Q2: 22,760 shares; 2025Q3: 22,413 shares; 2025Q4: 22,727 shares; 2026Q1: 462 shares 462 $327K 0.02% -22,265 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: 446,347 shares; 2024Q4: 405,240 shares; 2025Q1: 372,705 shares; 2025Q2: 330,682 shares; 2025Q3: 316,027 shares; 2025Q4: 301,914 shares; 2026Q1: 11,569 shares 11,569 $325K 0.02% -290,345 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,632 shares; 2024Q4: 13,683 shares; 2025Q1: 11,447 shares; 2025Q2: 227,375 shares; 2025Q3: 11,141 shares; 2025Q4: 8,291 shares; 2026Q1: 8,735 shares 8,735 $321K 0.02% +444 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: 13,395 shares; 2024Q4: 13,362 shares; 2025Q1: 13,104 shares; 2025Q2: 13,005 shares; 2025Q3: 12,925 shares; 2025Q4: 12,571 shares; 2026Q1: 1,521 shares 1,521 $315K 0.02% -11,050 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: 135,664 shares; 2024Q4: 136,999 shares; 2025Q1: 131,647 shares; 2025Q2: 130,560 shares; 2025Q3: 131,506 shares; 2025Q4: 115,031 shares; 2026Q1: 6,257 shares 6,257 $314K 0.02% -108,774 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: 36,019 shares; 2024Q4: 31,513 shares; 2025Q1: 30,876 shares; 2025Q2: 30,156 shares; 2025Q3: 29,262 shares; 2025Q4: 30,348 shares; 2026Q1: 1,552 shares 1,552 $301K 0.02% -28,796 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: 82,301 shares; 2024Q4: 81,883 shares; 2025Q1: 84,659 shares; 2025Q2: 76,383 shares; 2025Q3: 70,037 shares; 2025Q4: 68,848 shares; 2026Q1: 3,105 shares 3,105 $299K 0.02% -65,743 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: 2,819 shares; 2025Q1: 2,828 shares; 2025Q2: 2,834 shares; 2025Q3: 2,855 shares; 2025Q4: 2,891 shares; 2026Q1: 307 shares 307 $295K 0.02% -2,584 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: 211,037 shares; 2024Q4: 216,208 shares; 2025Q1: 226,358 shares; 2025Q2: 190,967 shares; 2025Q3: 206,340 shares; 2025Q4: 72,284 shares; 2026Q1: 2,998 shares 2,998 $289K 0.02% -69,286 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: 16,143 shares; 2024Q4: 15,170 shares; 2025Q1: 16,072 shares; 2025Q2: 24,748 shares; 2025Q3: 24,295 shares; 2025Q4: 22,940 shares; 2026Q1: 1,577 shares 1,577 $288K 0.02% -21,363 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: 168,064 shares; 2025Q1: 288,012 shares; 2025Q2: 190,767 shares; 2025Q3: 163,140 shares; 2025Q4: 164,767 shares; 2026Q1: 2,334 shares 2,334 $287K 0.02% -162,433 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: 231,919 shares; 2024Q4: 228,809 shares; 2025Q1: 220,519 shares; 2025Q2: 222,518 shares; 2025Q3: 211,121 shares; 2025Q4: 190,974 shares; 2026Q1: 9,969 shares 9,969 $286K 0.02% -181,005 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 249,968 shares; 2025Q4: 281,168 shares; 2026Q1: 2,819 shares 2,819 $285K 0.02% -278,349 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,551 shares 10,551 $275K 0.02% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,527 shares; 2024Q4: 32,911 shares; 2025Q1: 28,590 shares; 2025Q2: 30,576 shares; 2025Q3: 30,256 shares; 2025Q4: 30,313 shares; 2026Q1: 6,500 shares 6,500 $246K 0.01% -23,813 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,334 shares; 2024Q4: 14,494 shares; 2025Q1: 15,442 shares; 2025Q2: 14,644 shares; 2025Q3: 14,071 shares; 2025Q4: 80,551 shares; 2026Q1: 1,328 shares 1,328 $215K 0.01% -79,223 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: 2,515 shares; 2024Q4: 2,763 shares; 2025Q1: 3,047 shares; 2025Q2: 28,929 shares; 2025Q3: 25,850 shares; 2025Q4: 25,844 shares; 2026Q1: 463 shares 463 $213K 0.01% -25,381 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: 9,269 shares; 2024Q4: 10,757 shares; 2025Q1: 11,189 shares; 2025Q2: 19,237 shares; 2025Q3: 18,287 shares; 2025Q4: 18,103 shares; 2026Q1: 352 shares 352 $213K 0.01% -17,751 Timeline FLRN 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: 1,847,727 shares; 2024Q4: 860,703 shares; 2025Q1: 1,139,150 shares; 2025Q2: 718,081 shares; 2025Q3: 967,857 shares; 2025Q4: 288,071 shares; 2026Q1: 6,810 shares 6,810 $210K 0.01% -281,261 Timeline MDYG 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: 236,177 shares; 2024Q4: 236,096 shares; 2025Q1: 141,977 shares; 2025Q2: 126,078 shares; 2025Q3: 116,909 shares; 2025Q4: 114,421 shares; 2026Q1: 2,148 shares 2,148 $206K 0.01% -112,273 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: 28,950 shares; 2024Q4: 28,880 shares; 2025Q1: 27,935 shares; 2025Q2: 26,998 shares; 2025Q3: 26,964 shares; 2025Q4: 26,987 shares; 2026Q1: 846 shares 846 $182K 0.01% -26,141 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,145 shares; 2024Q4: 4,838 shares; 2025Q1: 4,809 shares; 2025Q2: 4,253 shares; 2025Q3: 3,467 shares; 2025Q4: 3,467 shares; 2026Q1: 1,671 shares 1,671 $178K 0.01% -1,796 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,104 shares 3,104 $177K 0.01% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,126 shares; 2024Q4: 15,638 shares; 2025Q1: 13,957 shares; 2025Q2: 32,120 shares; 2025Q3: 31,982 shares; 2025Q4: 29,631 shares; 2026Q1: 4,243 shares 4,243 $173K 0.01% -25,388 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: 473,365 shares; 2024Q4: 483,274 shares; 2025Q1: 493,746 shares; 2025Q2: 230,364 shares; 2025Q3: 208,830 shares; 2025Q4: 205,181 shares; 2026Q1: 2,233 shares 2,233 $170K 0.01% -202,948 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,767 shares 3,767 $169K 0.01% new 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: 14,938 shares; 2024Q4: 14,974 shares; 2025Q1: 14,012 shares; 2025Q2: 13,120 shares; 2025Q3: 13,114 shares; 2025Q4: 13,284 shares; 2026Q1: 2,174 shares 2,174 $168K 0.01% -11,110 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: 21,196 shares; 2024Q4: 20,180 shares; 2025Q1: 19,740 shares; 2025Q2: 19,238 shares; 2025Q3: 18,318 shares; 2025Q4: 17,406 shares; 2026Q1: 516 shares 516 $164K 0.01% -16,890 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: 67,258 shares; 2024Q4: 209,768 shares; 2025Q1: 69,274 shares; 2025Q2: 64,705 shares; 2025Q3: 61,755 shares; 2025Q4: 60,038 shares; 2026Q1: 1,896 shares 1,896 $162K 0.01% -58,142 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: 32,694 shares; 2024Q4: 34,579 shares; 2025Q1: 33,267 shares; 2025Q2: 32,650 shares; 2025Q3: 34,404 shares; 2025Q4: 34,937 shares; 2026Q1: 1,231 shares 1,231 $161K 0.01% -33,706 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,773 shares; 2024Q4: 13,748 shares; 2025Q1: 13,283 shares; 2025Q2: 12,659 shares; 2025Q3: 13,212 shares; 2025Q4: 15,473 shares; 2026Q1: 1,922 shares 1,922 $161K 0.01% -13,551 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: 22,449 shares; 2024Q4: 22,661 shares; 2025Q1: 22,170 shares; 2025Q2: 21,901 shares; 2025Q3: 21,350 shares; 2025Q4: 23,126 shares; 2026Q1: 2,817 shares 2,817 $153K 0.01% -20,309 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: 147,259 shares; 2024Q4: 130,965 shares; 2025Q1: 117,451 shares; 2025Q2: 111,329 shares; 2025Q3: 105,625 shares; 2025Q4: 102,970 shares; 2026Q1: 3,396 shares 3,396 $150K 0.01% -99,574 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: 78,795 shares; 2024Q4: 101,121 shares; 2025Q1: 103,564 shares; 2025Q2: 115,804 shares; 2025Q3: 32,262 shares; 2025Q4: 29,832 shares; 2026Q1: 780 shares 780 $148K 0.01% -29,052 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,797 shares; 2024Q4: 4,153 shares; 2025Q1: 4,981 shares; 2025Q2: 5,107 shares; 2025Q3: 4,698 shares; 2025Q4: 4,676 shares; 2026Q1: 800 shares 800 $148K 0.01% -3,876 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: 28,924 shares; 2024Q4: 29,698 shares; 2025Q1: 28,864 shares; 2025Q2: 27,110 shares; 2025Q3: 25,782 shares; 2025Q4: 26,278 shares; 2026Q1: 254 shares 254 $147K 0.01% -26,024 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: 61,524 shares; 2024Q4: 61,816 shares; 2025Q1: 61,794 shares; 2025Q2: 58,897 shares; 2025Q3: 58,777 shares; 2025Q4: 59,409 shares; 2026Q1: 2,206 shares 2,206 $146K 0.01% -57,203 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,556 shares; 2026Q1: 1,104 shares 1,104 $145K 0.01% -452 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: 61,647 shares; 2024Q4: 16,400 shares; 2025Q1: 15,690 shares; 2025Q2: 494,641 shares; 2025Q3: 490,283 shares; 2025Q4: 48,861 shares; 2026Q1: 3,150 shares 3,150 $145K 0.01% -45,711 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: 7,144 shares; 2024Q4: 7,664 shares; 2025Q1: 7,586 shares; 2025Q2: 7,365 shares; 2025Q3: 8,299 shares; 2025Q4: 7,744 shares; 2026Q1: 674 shares 674 $142K 0.01% -7,070 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: 17,379 shares; 2024Q4: 17,595 shares; 2025Q1: 18,101 shares; 2025Q2: 17,899 shares; 2025Q3: 18,011 shares; 2025Q4: 18,858 shares; 2026Q1: 657 shares 657 $139K 0.01% -18,201 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,215 shares; 2024Q4: 31,829 shares; 2025Q1: 30,320 shares; 2025Q2: 26,435 shares; 2025Q3: 24,948 shares; 2025Q4: 24,415 shares; 2026Q1: 1,676 shares 1,676 $136K 0.01% -22,739 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: 100,588 shares; 2024Q4: 96,298 shares; 2025Q1: 119,923 shares; 2025Q2: 108,305 shares; 2025Q3: 104,968 shares; 2025Q4: 102,377 shares; 2026Q1: 2,232 shares 2,232 $135K 0.01% -100,145 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: 8,963 shares; 2024Q4: 8,126 shares; 2025Q1: 7,509 shares; 2025Q2: 6,796 shares; 2025Q3: 4,922 shares; 2025Q4: 56,020 shares; 2026Q1: 460 shares 460 $135K 0.01% -55,560 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,712 shares; 2024Q4: 3,787 shares; 2025Q1: 4,004 shares; 2025Q2: 3,885 shares; 2025Q3: 3,858 shares; 2025Q4: 4,081 shares; 2026Q1: 504 shares 504 $134K 0.01% -3,577 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 1,047 shares; 2025Q1: 993 shares; 2025Q2: 2,598 shares; 2025Q3: 2,602 shares; 2025Q4: 1,667 shares; 2026Q1: 438 shares 438 $130K 0.01% -1,229 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: 255,352 shares; 2024Q4: 251,089 shares; 2025Q1: 231,718 shares; 2025Q2: 263,176 shares; 2025Q3: 197,490 shares; 2025Q4: 128,434 shares; 2026Q1: 1,980 shares 1,980 $124K 0.01% -126,454 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,789 shares; 2024Q4: 4,782 shares; 2025Q1: 4,930 shares; 2025Q2: 4,530 shares; 2025Q3: 4,277 shares; 2025Q4: 4,264 shares; 2026Q1: 1,000 shares 1,000 $121K 0.01% -3,264 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: 54,755 shares; 2024Q4: 54,977 shares; 2025Q1: 54,352 shares; 2025Q2: 53,294 shares; 2025Q3: 52,834 shares; 2025Q4: 51,364 shares; 2026Q1: 1,347 shares 1,347 $121K 0.01% -50,017 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: 17,756 shares; 2024Q4: 17,517 shares; 2025Q1: 14,793 shares; 2025Q2: 6,284 shares; 2025Q3: 5,634 shares; 2025Q4: 5,845 shares; 2026Q1: 331 shares 331 $118K 0.01% -5,514 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,558 shares; 2024Q4: 47,952 shares; 2025Q1: 9,641 shares; 2025Q2: 6,759 shares; 2025Q3: 6,816 shares; 2025Q4: 7,216 shares; 2026Q1: 354 shares 354 $116K 0.01% -6,862 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: 11,470 shares; 2024Q4: 11,588 shares; 2025Q1: 10,405 shares; 2025Q2: 9,892 shares; 2025Q3: 11,358 shares; 2025Q4: 10,793 shares; 2026Q1: 467 shares 467 $114K 0.01% -10,326 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,657 shares; 2024Q4: 23,604 shares; 2025Q1: 21,590 shares; 2025Q2: 15,527 shares; 2025Q3: 13,783 shares; 2025Q4: 12,581 shares; 2026Q1: 2,731 shares 2,731 $114K 0.01% -9,850 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: 1,477 shares; 2024Q4: 1,521 shares; 2025Q1: 2,031 shares; 2025Q2: 1,707 shares; 2025Q3: 1,774 shares; 2025Q4: 2,401 shares; 2026Q1: 596 shares 596 $111K 0.01% -1,805 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,763 shares; 2024Q4: 74,538 shares; 2025Q1: 45,549 shares; 2025Q2: 42,598 shares; 2025Q3: 42,057 shares; 2025Q4: 39,233 shares; 2026Q1: 2,041 shares 2,041 $108K 0.01% -37,192 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 860 shares; 2025Q1: 854 shares; 2025Q2: 832 shares; 2025Q3: 774 shares; 2025Q4: 764 shares; 2026Q1: 95 shares 95 $104K 0.01% -669 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: 10,731 shares; 2024Q4: 10,556 shares; 2025Q1: 9,877 shares; 2025Q2: 9,984 shares; 2025Q3: 9,860 shares; 2025Q4: 9,759 shares; 2026Q1: 664 shares 664 $103K 0.01% -9,095 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: 172,460 shares; 2024Q4: 239,498 shares; 2025Q1: 242,209 shares; 2025Q2: 62,576 shares; 2025Q3: 60,808 shares; 2025Q4: 58,280 shares; 2026Q1: 776 shares 776 $102K 0.01% -57,504 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: 87,438 shares; 2024Q4: 73,483 shares; 2025Q1: 72,027 shares; 2025Q2: 89,594 shares; 2025Q3: 98,755 shares; 2025Q4: 180,717 shares; 2026Q1: 764 shares 764 $102K 0.01% -179,953 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: 34,388 shares; 2025Q1: 33,723 shares; 2025Q2: 34,414 shares; 2025Q3: 33,705 shares; 2025Q4: 34,925 shares; 2026Q1: 471 shares 471 $101K 0.01% -34,454 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,189 shares; 2024Q4: 5,946 shares; 2025Q1: 5,600 shares; 2025Q2: 5,560 shares; 2025Q3: 5,918 shares; 2025Q4: 6,253 shares; 2026Q1: 517 shares 517 $101K 0.01% -5,736 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: 8,207 shares; 2024Q4: 4,394 shares; 2025Q1: 3,915 shares; 2025Q2: 4,485 shares; 2025Q3: 4,457 shares; 2025Q4: 32,049 shares; 2026Q1: 294 shares 294 $99.3K 0.01% -31,755 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: 7,106 shares; 2024Q4: 7,733 shares; 2025Q1: 7,682 shares; 2025Q2: 7,237 shares; 2025Q3: 7,105 shares; 2025Q4: 6,584 shares; 2026Q1: 491 shares 491 $97.3K 0.01% -6,093 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,911 shares; 2024Q4: 7,565 shares; 2025Q1: 6,808 shares; 2025Q2: 7,143 shares; 2025Q3: 7,752 shares; 2025Q4: 7,658 shares; 2026Q1: 996 shares 996 $96.8K 0.01% -6,662 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,846 shares; 2024Q4: 13,871 shares; 2025Q1: 14,377 shares; 2025Q2: 14,389 shares; 2025Q3: 13,980 shares; 2025Q4: 14,013 shares; 2026Q1: 2,000 shares 2,000 $95.9K 0.01% -12,013 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: 5,965 shares; 2024Q4: 7,360 shares; 2025Q1: 6,655 shares; 2025Q2: 6,578 shares; 2025Q3: 6,388 shares; 2025Q4: 6,033 shares; 2026Q1: 1,269 shares 1,269 $95.5K 0.01% -4,764 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: 14,662 shares; 2024Q4: 15,423 shares; 2025Q1: 14,977 shares; 2025Q2: 14,366 shares; 2025Q3: 14,660 shares; 2025Q4: 15,171 shares; 2026Q1: 4,000 shares 4,000 $95.2K 0.01% -11,171 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: 1,323 shares; 2024Q4: 26,377 shares; 2025Q1: 21,449 shares; 2025Q2: 3,988 shares; 2025Q3: 1,424 shares; 2025Q4: 1,602 shares; 2026Q1: 72 shares 72 $95.1K 0.01% -1,530 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: 90,089 shares; 2024Q4: 88,408 shares; 2025Q1: 107,299 shares; 2025Q2: 114,662 shares; 2025Q3: 34,814 shares; 2025Q4: 92,106 shares; 2026Q1: 506 shares 506 $94.5K 0.01% -91,600 Timeline NYF 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: 784,029 shares; 2024Q4: 820,153 shares; 2025Q1: 988,759 shares; 2025Q2: 858,675 shares; 2025Q3: 1,040,875 shares; 2025Q4: 1,097,570 shares; 2026Q1: 1,712 shares 1,712 $90.9K 0.01% -1,095,858 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: 94,958 shares; 2024Q4: 96,217 shares; 2025Q1: 106,033 shares; 2025Q2: 106,581 shares; 2025Q3: 97,033 shares; 2025Q4: 96,389 shares; 2026Q1: 1,800 shares 1,800 $88.9K 0.01% -94,589 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: 41,983 shares; 2024Q4: 44,529 shares; 2025Q1: 33,367 shares; 2025Q2: 12,724 shares; 2025Q3: 11,978 shares; 2025Q4: 11,633 shares; 2026Q1: 276 shares 276 $88.5K 0.01% -11,357 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: 15,679 shares; 2024Q4: 15,699 shares; 2025Q1: 14,082 shares; 2025Q2: 11,833 shares; 2025Q3: 11,257 shares; 2025Q4: 11,414 shares; 2026Q1: 740 shares 740 $87.7K 0.01% -10,674 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: 127,129 shares; 2024Q4: 125,130 shares; 2025Q1: 124,052 shares; 2025Q2: 124,053 shares; 2025Q3: 123,280 shares; 2025Q4: 55,469 shares; 2026Q1: 443 shares 443 $87.6K 0.01% -55,026 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 6,918 shares; 2026Q1: 745 shares 745 $86K 0.01% -6,173 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: 10,731 shares; 2024Q4: 11,046 shares; 2025Q1: 12,336 shares; 2025Q2: 11,253 shares; 2025Q3: 11,133 shares; 2025Q4: 12,688 shares; 2026Q1: 261 shares 261 $85.1K 0.01% -12,427 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: 18,351 shares; 2024Q4: 18,320 shares; 2025Q1: 19,162 shares; 2025Q2: 22,109 shares; 2025Q3: 16,980 shares; 2025Q4: 31,669 shares; 2026Q1: 1,376 shares 1,376 $84.3K 0.01% -30,293 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: 3,722 shares; 2024Q4: 3,899 shares; 2025Q1: 3,903 shares; 2025Q2: 3,771 shares; 2025Q3: 3,756 shares; 2025Q4: 3,967 shares; 2026Q1: 240 shares 240 $82.8K 0.01% -3,727 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: not reported; 2024Q4: not reported; 2025Q1: 151,435 shares; 2025Q2: 4,172 shares; 2025Q3: 86,348 shares; 2025Q4: 39,540 shares; 2026Q1: 691 shares 691 $82K <0.01% -38,849 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,248 shares; 2025Q3: 23,383 shares; 2025Q4: 14,585 shares; 2026Q1: 1,719 shares 1,719 $80.7K <0.01% -12,866 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,758 shares; 2024Q4: 28,939 shares; 2025Q1: 29,007 shares; 2025Q2: 28,723 shares; 2025Q3: 27,604 shares; 2025Q4: 27,305 shares; 2026Q1: 727 shares 727 $79.8K <0.01% -26,578 Timeline CMBS 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: 229,122 shares; 2024Q4: 8,464 shares; 2025Q1: not reported; 2025Q2: 41,898 shares; 2025Q3: 83,372 shares; 2025Q4: 67,262 shares; 2026Q1: 1,549 shares 1,549 $75.5K <0.01% -65,713 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: 10,837 shares; 2024Q4: 10,970 shares; 2025Q1: 15,527 shares; 2025Q2: 16,940 shares; 2025Q3: 16,441 shares; 2025Q4: 16,191 shares; 2026Q1: 416 shares 416 $72.2K <0.01% -15,775 Timeline HEFA 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: 1,154,146 shares; 2024Q4: 2,791,150 shares; 2025Q1: 2,946,662 shares; 2025Q2: 936,302 shares; 2025Q3: 409,270 shares; 2025Q4: 291,014 shares; 2026Q1: 1,658 shares 1,658 $70.5K <0.01% -289,356 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: 55,333 shares; 2024Q4: 55,493 shares; 2025Q1: 50,612 shares; 2025Q2: 49,544 shares; 2025Q3: 52,814 shares; 2025Q4: 50,043 shares; 2026Q1: 1,342 shares 1,342 $69.8K <0.01% -48,701 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,209 shares; 2024Q4: 16,925 shares; 2025Q1: 15,174 shares; 2025Q2: 14,326 shares; 2025Q3: 14,588 shares; 2025Q4: 14,361 shares; 2026Q1: 1,494 shares 1,494 $68.4K <0.01% -12,867 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,162 shares; 2024Q4: 176,808 shares; 2025Q1: 172,594 shares; 2025Q2: 149,410 shares; 2025Q3: 19,988 shares; 2025Q4: 13,749 shares; 2026Q1: 1,492 shares 1,492 $67.5K <0.01% -12,257 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: 30,032 shares; 2024Q4: 35,997 shares; 2025Q1: 4,646 shares; 2025Q2: 4,515 shares; 2025Q3: 4,530 shares; 2025Q4: 4,601 shares; 2026Q1: 155 shares 155 $67.3K <0.01% -4,446 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,968 shares; 2024Q4: 20,144 shares; 2025Q1: 22,397 shares; 2025Q2: 22,805 shares; 2025Q3: 21,889 shares; 2025Q4: 23,970 shares; 2026Q1: 2,418 shares 2,418 $66.4K <0.01% -21,552 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: 2,549 shares; 2024Q4: 2,644 shares; 2025Q1: 2,608 shares; 2025Q2: 2,574 shares; 2025Q3: 2,695 shares; 2025Q4: 2,512 shares; 2026Q1: 257 shares 257 $61.5K <0.01% -2,255 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: 13,554 shares; 2024Q4: 15,327 shares; 2025Q1: 14,292 shares; 2025Q2: 15,293 shares; 2025Q3: 14,718 shares; 2025Q4: 14,780 shares; 2026Q1: 418 shares 418 $61K <0.01% -14,362 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,065 shares; 2024Q4: 123,829 shares; 2025Q1: 23,415 shares; 2025Q2: 18,996 shares; 2025Q3: 17,981 shares; 2025Q4: 13,154 shares; 2026Q1: 516 shares 516 $61K <0.01% -12,638 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,313 shares; 2024Q4: 10,604 shares; 2025Q1: 10,391 shares; 2025Q2: 8,814 shares; 2025Q3: 8,219 shares; 2025Q4: 7,908 shares; 2026Q1: 840 shares 840 $59.8K <0.01% -7,068 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: 15,934 shares; 2024Q4: 15,430 shares; 2025Q1: 14,400 shares; 2025Q2: 13,293 shares; 2025Q3: 12,076 shares; 2025Q4: 10,933 shares; 2026Q1: 205 shares 205 $59.6K <0.01% -10,728 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: 65,874 shares; 2024Q4: 12,869 shares; 2025Q1: 16,325 shares; 2025Q2: 9,027 shares; 2025Q3: 6,877 shares; 2025Q4: 13,482 shares; 2026Q1: 394 shares 394 $57K <0.01% -13,088 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,594 shares; 2025Q2: 1,582 shares; 2025Q3: 1,559 shares; 2025Q4: 1,574 shares; 2026Q1: 287 shares 287 $56.2K <0.01% -1,287 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 808 shares; 2025Q3: 694 shares; 2025Q4: not reported; 2026Q1: 206 shares 206 $56.1K <0.01% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,545 shares; 2024Q4: 62,479 shares; 2025Q1: 53,996 shares; 2025Q2: 47,284 shares; 2025Q3: 55,063 shares; 2025Q4: 54,995 shares; 2026Q1: 1,765 shares 1,765 $54.1K <0.01% -53,230 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: 3,940 shares; 2024Q4: 3,803 shares; 2025Q1: 3,563 shares; 2025Q2: 3,360 shares; 2025Q3: 3,268 shares; 2025Q4: 3,004 shares; 2026Q1: 535 shares 535 $53.6K <0.01% -2,469 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,631 shares; 2024Q4: 5,280 shares; 2025Q1: 5,234 shares; 2025Q2: 5,188 shares; 2025Q3: 4,706 shares; 2025Q4: 5,336 shares; 2026Q1: 799 shares 799 $52.2K <0.01% -4,537 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,494 shares; 2024Q4: 16,796 shares; 2025Q1: 15,954 shares; 2025Q2: 16,986 shares; 2025Q3: 17,110 shares; 2025Q4: 15,979 shares; 2026Q1: 2,642 shares 2,642 $50.8K <0.01% -13,337 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: 23,539 shares; 2024Q4: 23,822 shares; 2025Q1: 26,732 shares; 2025Q2: 27,414 shares; 2025Q3: 27,705 shares; 2025Q4: 29,293 shares; 2026Q1: 1,091 shares 1,091 $50.2K <0.01% -28,202 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,559 shares; 2025Q1: 2,285 shares; 2025Q2: 85,537 shares; 2025Q3: 29,371 shares; 2025Q4: 27,488 shares; 2026Q1: 239 shares 239 $49.3K <0.01% -27,249 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: 17,627 shares; 2024Q4: 17,605 shares; 2025Q1: 18,777 shares; 2025Q2: 17,414 shares; 2025Q3: 16,904 shares; 2025Q4: 16,983 shares; 2026Q1: 270 shares 270 $49.2K <0.01% -16,713 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,111 shares; 2024Q4: 36,538 shares; 2025Q1: 32,245 shares; 2025Q2: 27,379 shares; 2025Q3: 21,203 shares; 2025Q4: 20,432 shares; 2026Q1: 1,227 shares 1,227 $45.7K <0.01% -19,205 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: 35,407 shares; 2024Q4: 31,016 shares; 2025Q1: 29,165 shares; 2025Q2: 27,639 shares; 2025Q3: 28,595 shares; 2025Q4: 28,421 shares; 2026Q1: 623 shares 623 $44.7K <0.01% -27,798 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: 55,313 shares; 2024Q4: 49,619 shares; 2025Q1: 153,041 shares; 2025Q2: 46,840 shares; 2025Q3: 44,848 shares; 2025Q4: 43,557 shares; 2026Q1: 342 shares 342 $44K <0.01% -43,215 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: 25,935 shares; 2024Q4: 22,870 shares; 2025Q1: 20,462 shares; 2025Q2: 19,786 shares; 2025Q3: 19,881 shares; 2025Q4: 15,894 shares; 2026Q1: 884 shares 884 $43.3K <0.01% -15,010 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,671 shares; 2024Q4: 15,702 shares; 2025Q1: 14,856 shares; 2025Q2: 15,102 shares; 2025Q3: 16,513 shares; 2025Q4: 15,068 shares; 2026Q1: 2,242 shares 2,242 $43.3K <0.01% -12,826 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 2,098 shares; 2025Q1: 1,972 shares; 2025Q2: 1,653 shares; 2025Q3: 1,669 shares; 2025Q4: 1,593 shares; 2026Q1: 300 shares 300 $42.9K <0.01% -1,293 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 650 shares 650 $42.2K <0.01% new 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: 7,455 shares; 2024Q4: 7,422 shares; 2025Q1: 7,372 shares; 2025Q2: 7,608 shares; 2025Q3: 7,597 shares; 2025Q4: 7,568 shares; 2026Q1: 290 shares 290 $42K <0.01% -7,278 Timeline OEF 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: 10,449 shares; 2024Q4: 5,151 shares; 2025Q1: 5,031 shares; 2025Q2: 5,101 shares; 2025Q3: 5,451 shares; 2025Q4: 5,379 shares; 2026Q1: 125 shares 125 $39.8K <0.01% -5,254 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,686 shares; 2026Q1: 498 shares 498 $37.9K <0.01% -11,188 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: 19,565 shares; 2024Q4: 19,080 shares; 2025Q1: 20,191 shares; 2025Q2: 19,075 shares; 2025Q3: 19,038 shares; 2025Q4: 18,478 shares; 2026Q1: 164 shares 164 $37.7K <0.01% -18,314 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,076 shares; 2024Q4: 23,768 shares; 2025Q1: 21,999 shares; 2025Q2: 19,101 shares; 2025Q3: 17,422 shares; 2025Q4: 17,598 shares; 2026Q1: 250 shares 250 $36.7K <0.01% -17,348 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK 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: 211,014 shares; 2025Q4: 223,430 shares; 2026Q1: 899 shares 899 $35.8K <0.01% -222,531 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: 6,160 shares; 2024Q4: 6,356 shares; 2025Q1: 6,164 shares; 2025Q2: 6,268 shares; 2025Q3: 6,181 shares; 2025Q4: 6,149 shares; 2026Q1: 134 shares 134 $35.6K <0.01% -6,015 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,433 shares; 2024Q4: 16,330 shares; 2025Q1: 11,470 shares; 2025Q2: 8,267 shares; 2025Q3: 41,702 shares; 2025Q4: 4,630 shares; 2026Q1: 88 shares 88 $34.9K <0.01% -4,542 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: 45,893 shares; 2024Q4: 47,606 shares; 2025Q1: 46,367 shares; 2025Q2: 43,451 shares; 2025Q3: 42,489 shares; 2025Q4: 44,448 shares; 2026Q1: 50 shares 50 $34.9K <0.01% -44,398 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: 15,926 shares; 2024Q4: 16,078 shares; 2025Q1: 17,853 shares; 2025Q2: 22,794 shares; 2025Q3: 20,803 shares; 2025Q4: 20,593 shares; 2026Q1: 307 shares 307 $34.8K <0.01% -20,286 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,235 shares; 2024Q4: 3,967 shares; 2025Q1: 3,844 shares; 2025Q2: 3,764 shares; 2025Q3: 3,713 shares; 2025Q4: 3,711 shares; 2026Q1: 384 shares 384 $34.6K <0.01% -3,327 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: 5,247 shares; 2024Q4: 5,257 shares; 2025Q1: 5,304 shares; 2025Q2: 5,308 shares; 2025Q3: 5,789 shares; 2025Q4: 5,753 shares; 2026Q1: 81 shares 81 $33.8K <0.01% -5,672 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: 76,688 shares; 2024Q4: 78,921 shares; 2025Q1: 10,793 shares; 2025Q2: 10,222 shares; 2025Q3: 8,993 shares; 2025Q4: 6,763 shares; 2026Q1: 181 shares 181 $31.2K <0.01% -6,582 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: 31,422 shares; 2024Q4: 30,747 shares; 2025Q1: 28,276 shares; 2025Q2: 50,041 shares; 2025Q3: 44,258 shares; 2025Q4: 42,492 shares; 2026Q1: 305 shares 305 $30.2K <0.01% -42,187 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: 22,785 shares; 2024Q4: 24,571 shares; 2025Q1: 28,132 shares; 2025Q2: 27,261 shares; 2025Q3: 29,893 shares; 2025Q4: 23,869 shares; 2026Q1: 310 shares 310 $29.9K <0.01% -23,559 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: 6,570 shares; 2024Q4: 4,156 shares; 2025Q1: 5,890 shares; 2025Q2: 3,989 shares; 2025Q3: 4,029 shares; 2025Q4: 3,951 shares; 2026Q1: 120 shares 120 $29.6K <0.01% -3,831 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: 6,056 shares; 2024Q4: 6,016 shares; 2025Q1: 6,019 shares; 2025Q2: 5,909 shares; 2025Q3: 5,706 shares; 2025Q4: 5,754 shares; 2026Q1: 325 shares 325 $29.6K <0.01% -5,429 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 126,448 shares; 2025Q2: 172,762 shares; 2025Q3: 157,725 shares; 2025Q4: 148,080 shares; 2026Q1: 196 shares 196 $29.6K <0.01% -147,884 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: 8,032 shares; 2024Q4: 6,432 shares; 2025Q1: 6,243 shares; 2025Q2: 6,392 shares; 2025Q3: 6,046 shares; 2025Q4: 5,914 shares; 2026Q1: 85 shares 85 $29.2K <0.01% -5,829 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,146 shares; 2024Q4: 21,410 shares; 2025Q1: 21,587 shares; 2025Q2: 20,691 shares; 2025Q3: 20,436 shares; 2025Q4: 20,434 shares; 2026Q1: 100 shares 100 $28.7K <0.01% -20,334 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: 15,091 shares; 2024Q4: 14,924 shares; 2025Q1: 14,658 shares; 2025Q2: 12,284 shares; 2025Q3: 11,397 shares; 2025Q4: 9,858 shares; 2026Q1: 285 shares 285 $28K <0.01% -9,573 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,280 shares; 2024Q4: 33,706 shares; 2025Q1: 26,530 shares; 2025Q2: 20,540 shares; 2025Q3: 23,430 shares; 2025Q4: 19,992 shares; 2026Q1: 129 shares 129 $27.7K <0.01% -19,863 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,979 shares; 2024Q4: 11,563 shares; 2025Q1: 11,411 shares; 2025Q2: 11,103 shares; 2025Q3: 10,907 shares; 2025Q4: 31,971 shares; 2026Q1: 57 shares 57 $27.1K <0.01% -31,914 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,008 shares; 2024Q4: 4,730 shares; 2025Q1: 5,441 shares; 2025Q2: 4,568 shares; 2025Q3: 4,704 shares; 2025Q4: 5,073 shares; 2026Q1: 517 shares 517 $26.8K <0.01% -4,556 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: 180,922 shares; 2024Q4: 153,021 shares; 2025Q1: 164,147 shares; 2025Q2: 214,839 shares; 2025Q3: 215,965 shares; 2025Q4: 49,645 shares; 2026Q1: 281 shares 281 $26K <0.01% -49,364 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,459 shares; 2024Q4: 7,150 shares; 2025Q1: 6,976 shares; 2025Q2: 6,371 shares; 2025Q3: 6,593 shares; 2025Q4: 5,763 shares; 2026Q1: 89 shares 89 $24.9K <0.01% -5,674 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,091 shares; 2024Q4: 5,518 shares; 2025Q1: 6,310 shares; 2025Q2: 6,231 shares; 2025Q3: 5,981 shares; 2025Q4: 6,491 shares; 2026Q1: 267 shares 267 $24.1K <0.01% -6,224 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,425 shares; 2026Q1: 350 shares 350 $23.8K <0.01% -4,075 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: 20,358 shares; 2024Q4: 21,457 shares; 2025Q1: 23,028 shares; 2025Q2: 25,279 shares; 2025Q3: 25,494 shares; 2025Q4: 26,063 shares; 2026Q1: 200 shares 200 $23.7K <0.01% -25,863 Timeline VAW 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: 2,470 shares; 2024Q4: 2,035 shares; 2025Q1: 2,032 shares; 2025Q2: 1,539 shares; 2025Q3: 2,051 shares; 2025Q4: 2,033 shares; 2026Q1: 104 shares 104 $23.4K <0.01% -1,929 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,635 shares; 2024Q4: 4,546 shares; 2025Q1: 4,926 shares; 2025Q2: 4,422 shares; 2025Q3: 4,252 shares; 2025Q4: 4,054 shares; 2026Q1: 227 shares 227 $23.3K <0.01% -3,827 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: 34,650 shares; 2024Q4: 32,600 shares; 2025Q1: 31,381 shares; 2025Q2: 36,993 shares; 2025Q3: 37,981 shares; 2025Q4: 39,180 shares; 2026Q1: 367 shares 367 $22.7K <0.01% -38,813 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,522 shares; 2024Q4: 7,297 shares; 2025Q1: 6,577 shares; 2025Q2: 5,540 shares; 2025Q3: 5,646 shares; 2025Q4: 5,912 shares; 2026Q1: 459 shares 459 $22.4K <0.01% -5,453 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 234 shares 234 $22K <0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 213 shares 213 $20.5K <0.01% new 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: 102 shares 102 $20.1K <0.01% new 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: 7,306 shares; 2024Q4: 7,875 shares; 2025Q1: 8,474 shares; 2025Q2: 8,282 shares; 2025Q3: 8,710 shares; 2025Q4: 8,441 shares; 2026Q1: 123 shares 123 $18.8K <0.01% -8,318 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 656,815 shares; 2025Q4: 418,972 shares; 2026Q1: 576 shares 576 $17.3K <0.01% -418,396 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: 32,281 shares; 2024Q4: 257,365 shares; 2025Q1: 185,048 shares; 2025Q2: 168,338 shares; 2025Q3: 183,525 shares; 2025Q4: 64,247 shares; 2026Q1: 233 shares 233 $16.8K <0.01% -64,014 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: 72,108 shares; 2024Q4: 73,312 shares; 2025Q1: 71,724 shares; 2025Q2: 10,700 shares; 2025Q3: 9,420 shares; 2025Q4: 9,156 shares; 2026Q1: 52 shares 52 $16.3K <0.01% -9,104 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: 33,892 shares; 2024Q4: 32,167 shares; 2025Q1: 28,343 shares; 2025Q2: 26,317 shares; 2025Q3: 26,974 shares; 2025Q4: 24,714 shares; 2026Q1: 200 shares 200 $14.3K <0.01% -24,514 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: 16,483 shares; 2024Q4: 19,561 shares; 2025Q1: 28,521 shares; 2025Q2: 17,838 shares; 2025Q3: 17,601 shares; 2025Q4: 17,545 shares; 2026Q1: 118 shares 118 $12.6K <0.01% -17,427 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: 2,871 shares; 2024Q4: 3,122 shares; 2025Q1: 3,050 shares; 2025Q2: 3,553 shares; 2025Q3: 3,350 shares; 2025Q4: 3,659 shares; 2026Q1: 59 shares 59 $12.3K <0.01% -3,600 Timeline XLP 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: 31,407 shares; 2024Q4: 30,533 shares; 2025Q1: 35,666 shares; 2025Q2: 267,561 shares; 2025Q3: 37,041 shares; 2025Q4: 32,366 shares; 2026Q1: 149 shares 149 $12.2K <0.01% -32,217 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: 2,928 shares; 2024Q4: 3,142 shares; 2025Q1: 2,941 shares; 2025Q2: 66,682 shares; 2025Q3: 64,942 shares; 2025Q4: 65,957 shares; 2026Q1: 39 shares 39 $11.5K <0.01% -65,918 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,397 shares; 2024Q4: 78,424 shares; 2025Q1: 74,534 shares; 2025Q2: 43,328 shares; 2025Q3: 46,847 shares; 2025Q4: 36,860 shares; 2026Q1: 996 shares 996 $11.5K <0.01% -35,864 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: 9,067 shares; 2024Q4: 9,855 shares; 2025Q1: 10,539 shares; 2025Q2: 10,611 shares; 2025Q3: 10,837 shares; 2025Q4: 10,230 shares; 2026Q1: 150 shares 150 $10.6K <0.01% -10,080 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,287 shares; 2024Q4: 12,879 shares; 2025Q1: 14,892 shares; 2025Q2: 13,391 shares; 2025Q3: 12,987 shares; 2025Q4: 13,039 shares; 2026Q1: 770 shares 770 $10.4K <0.01% -12,269 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: 6,742 shares; 2024Q4: 6,546 shares; 2025Q1: 6,321 shares; 2025Q2: 4,599 shares; 2025Q3: 4,382 shares; 2025Q4: 4,475 shares; 2026Q1: 102 shares 102 $9.02K <0.01% -4,373 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: 3,669 shares; 2024Q4: 3,749 shares; 2025Q1: 3,443 shares; 2025Q2: 2,933 shares; 2025Q3: 3,018 shares; 2025Q4: 3,021 shares; 2026Q1: 20 shares 20 $7.83K <0.01% -3,001 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: 4,837 shares; 2024Q4: 5,192 shares; 2025Q1: 5,348 shares; 2025Q2: 7,372 shares; 2025Q3: 7,461 shares; 2025Q4: 7,235 shares; 2026Q1: 47 shares 47 $7.71K <0.01% -7,188 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,887 shares; 2024Q4: 54,406 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,295 shares; 2025Q4: not reported; 2026Q1: 54 shares 54 $7.37K <0.01% new 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: 195,036 shares; 2024Q4: 202,455 shares; 2025Q1: 201,300 shares; 2025Q2: 233,722 shares; 2025Q3: 25,221 shares; 2025Q4: 21,484 shares; 2026Q1: 114 shares 114 $6.97K <0.01% -21,370 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,258 shares; 2024Q4: 54,812 shares; 2025Q1: 31,214 shares; 2025Q2: 18,393 shares; 2025Q3: 17,498 shares; 2025Q4: 16,215 shares; 2026Q1: 81 shares 81 $6.49K <0.01% -16,134 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,116 shares; 2025Q3: 4,126 shares; 2025Q4: 4,519 shares; 2026Q1: 89 shares 89 $6.45K <0.01% -4,430 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,494 shares; 2024Q4: 9,352 shares; 2025Q1: 9,553 shares; 2025Q2: 8,597 shares; 2025Q3: 9,254 shares; 2025Q4: 10,975 shares; 2026Q1: 150 shares 150 $5.64K <0.01% -10,825 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: 5,632 shares; 2024Q4: 5,763 shares; 2025Q1: 5,923 shares; 2025Q2: 5,403 shares; 2025Q3: 5,282 shares; 2025Q4: 5,129 shares; 2026Q1: 12 shares 12 $5.36K <0.01% -5,117 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,028 shares; 2025Q4: 5,288 shares; 2026Q1: 45 shares 45 $5.05K <0.01% -5,243 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,761 shares; 2025Q2: 109,737 shares; 2025Q3: 7,316 shares; 2025Q4: 5,850 shares; 2026Q1: 40 shares 40 $5.05K <0.01% -5,810 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,104 shares; 2025Q1: 979 shares; 2025Q2: 971 shares; 2025Q3: 971 shares; 2025Q4: 967 shares; 2026Q1: 9 shares 9 $4.7K <0.01% -958 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: 8,338 shares; 2024Q4: 8,380 shares; 2025Q1: 8,065 shares; 2025Q2: 7,983 shares; 2025Q3: 7,717 shares; 2025Q4: 7,940 shares; 2026Q1: 21 shares 21 $4.55K <0.01% -7,919 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: 21,737 shares; 2024Q4: 22,816 shares; 2025Q1: 21,821 shares; 2025Q2: 75,048 shares; 2025Q3: 73,882 shares; 2025Q4: 70,992 shares; 2026Q1: 47 shares 47 $4.42K <0.01% -70,945 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: 497,397 shares; 2024Q4: 429,741 shares; 2025Q1: 139,305 shares; 2025Q2: 129,117 shares; 2025Q3: 124,043 shares; 2025Q4: 139,988 shares; 2026Q1: 106 shares 106 $4.35K <0.01% -139,882 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,731 shares; 2024Q4: 2,575 shares; 2025Q1: 92,943 shares; 2025Q2: 85,132 shares; 2025Q3: 86,978 shares; 2025Q4: 2,397 shares; 2026Q1: 29 shares 29 $4.35K <0.01% -2,368 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: 6,741 shares; 2024Q4: 7,071 shares; 2025Q1: 12,770 shares; 2025Q2: 12,928 shares; 2025Q3: 12,498 shares; 2025Q4: 13,700 shares; 2026Q1: 46 shares 46 $3.99K <0.01% -13,654 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: 10,611 shares; 2024Q4: 11,224 shares; 2025Q1: 11,339 shares; 2025Q2: 12,490 shares; 2025Q3: 12,290 shares; 2025Q4: 12,721 shares; 2026Q1: 30 shares 30 $3.93K <0.01% -12,691 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: 1,776 shares; 2024Q4: 12,367 shares; 2025Q1: 15,053 shares; 2025Q2: 1,999 shares; 2025Q3: 1,909 shares; 2025Q4: 1,872 shares; 2026Q1: 5 shares 5 $3.64K <0.01% -1,867 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,586 shares; 2024Q4: 2,651 shares; 2025Q1: 2,436 shares; 2025Q2: 2,702 shares; 2025Q3: 3,018 shares; 2025Q4: 3,022 shares; 2026Q1: 23 shares 23 $3.13K <0.01% -2,999 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 1,921 shares; 2025Q1: 1,826 shares; 2025Q2: 1,896 shares; 2025Q3: 1,798 shares; 2025Q4: 1,806 shares; 2026Q1: 7 shares 7 $2.48K <0.01% -1,799 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: 6,817 shares; 2024Q4: 6,842 shares; 2025Q1: 6,762 shares; 2025Q2: 6,857 shares; 2025Q3: 6,788 shares; 2025Q4: 6,697 shares; 2026Q1: 10 shares 10 $2.08K <0.01% -6,687 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,473 shares; 2024Q4: 70,290 shares; 2025Q1: 55,017 shares; 2025Q2: 43,673 shares; 2025Q3: 40,064 shares; 2025Q4: 15,355 shares; 2026Q1: 59 shares 59 $1.96K <0.01% -15,296 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,463 shares; 2024Q4: 253,985 shares; 2025Q1: 414,772 shares; 2025Q2: 47,756 shares; 2025Q3: 327,773 shares; 2025Q4: 14,800 shares; 2026Q1: 50 shares 50 $1.6K <0.01% -14,750 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: 21,724 shares; 2024Q4: 19,278 shares; 2025Q1: 20,030 shares; 2025Q2: 20,657 shares; 2025Q3: 21,406 shares; 2025Q4: 21,603 shares; 2026Q1: 24 shares 24 $1.13K <0.01% -21,579 Timeline VPU 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: 6,262 shares; 2024Q4: 4,541 shares; 2025Q1: 96,441 shares; 2025Q2: 9,904 shares; 2025Q3: 4,838 shares; 2025Q4: 4,882 shares; 2026Q1: 4 shares 4 $793 <0.01% -4,878 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,966 shares; 2024Q4: 3,940 shares; 2025Q1: 4,187 shares; 2025Q2: 4,471 shares; 2025Q3: 4,513 shares; 2025Q4: 4,468 shares; 2026Q1: 6 shares 6 $710 <0.01% -4,462 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: 11,519 shares; 2024Q4: 11,689 shares; 2025Q1: 11,873 shares; 2025Q2: 10,159 shares; 2025Q3: 10,052 shares; 2025Q4: 10,194 shares; 2026Q1: 4 shares 4 $629 <0.01% -10,190 Timeline