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: 401,225 shares; 2024Q4: 397,450 shares; 2025Q1: 394,417 shares; 2025Q2: 383,207 shares; 2025Q3: 390,727 shares; 2025Q4: 351,223 shares; 2026Q1: 332,956 shares 332,956 $84.5M 9.05% -18,267 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: 76,768 shares; 2024Q4: 78,344 shares; 2025Q1: 92,045 shares; 2025Q2: 90,188 shares; 2025Q3: 92,337 shares; 2025Q4: 90,782 shares; 2026Q1: 93,384 shares 93,384 $40.8M 4.37% +2,602 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: 143,055 shares; 2024Q4: 145,785 shares; 2025Q1: 141,441 shares; 2025Q2: 139,437 shares; 2025Q3: 138,505 shares; 2025Q4: 133,814 shares; 2026Q1: 127,874 shares 127,874 $36.7M 3.93% -5,940 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: 160,307 shares; 2024Q4: 156,773 shares; 2025Q1: 154,816 shares; 2025Q2: 153,680 shares; 2025Q3: 152,080 shares; 2025Q4: 131,261 shares; 2026Q1: 126,011 shares 126,011 $36.2M 3.88% -5,250 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: 179,556 shares; 2024Q4: 176,420 shares; 2025Q1: 179,752 shares; 2025Q2: 175,114 shares; 2025Q3: 175,833 shares; 2025Q4: 164,509 shares; 2026Q1: 160,420 shares 160,420 $33.4M 3.58% -4,089 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: 100,603 shares; 2024Q4: 97,975 shares; 2025Q1: 97,926 shares; 2025Q2: 95,972 shares; 2025Q3: 94,245 shares; 2025Q4: 85,730 shares; 2026Q1: 83,716 shares 83,716 $24.6M 2.64% -2,014 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: 84,143 shares; 2024Q4: 83,721 shares; 2025Q1: 84,261 shares; 2025Q2: 82,595 shares; 2025Q3: 82,443 shares; 2025Q4: 63,490 shares; 2026Q1: 62,116 shares 62,116 $23M 2.46% -1,374 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: 129,304 shares; 2024Q4: 125,456 shares; 2025Q1: 123,801 shares; 2025Q2: 98,187 shares; 2025Q3: 98,545 shares; 2025Q4: 97,504 shares; 2026Q1: 95,172 shares 95,172 $18.5M 1.98% -2,332 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,610 shares; 2024Q4: 112,066 shares; 2025Q1: 108,746 shares; 2025Q2: 107,372 shares; 2025Q3: 106,164 shares; 2025Q4: 96,878 shares; 2026Q1: 95,326 shares 95,326 $17.3M 1.85% -1,552 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: 87,911 shares; 2024Q4: 84,050 shares; 2025Q1: 83,385 shares; 2025Q2: 81,181 shares; 2025Q3: 80,060 shares; 2025Q4: 70,588 shares; 2026Q1: 69,859 shares 69,859 $17.1M 1.83% -729 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: 65,884 shares; 2024Q4: 64,578 shares; 2025Q1: 64,020 shares; 2025Q2: 61,561 shares; 2025Q3: 61,813 shares; 2025Q4: 53,292 shares; 2026Q1: 52,129 shares 52,129 $15.8M 1.69% -1,163 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: 40,868 shares; 2024Q4: 41,204 shares; 2025Q1: 40,968 shares; 2025Q2: 40,675 shares; 2025Q3: 40,626 shares; 2025Q4: 25,948 shares; 2026Q1: 25,409 shares 25,409 $15.2M 1.63% -539 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: 77,683 shares; 2025Q1: 78,341 shares; 2025Q2: 76,168 shares; 2025Q3: 75,468 shares; 2025Q4: 72,195 shares; 2026Q1: 67,468 shares 67,468 $14.4M 1.55% -4,727 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: 152,143 shares; 2024Q4: 145,556 shares; 2025Q1: 144,501 shares; 2025Q2: 140,015 shares; 2025Q3: 140,654 shares; 2025Q4: 117,157 shares; 2026Q1: 114,932 shares 114,932 $14.3M 1.53% -2,225 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: 76,955 shares; 2024Q4: 76,287 shares; 2025Q1: 75,602 shares; 2025Q2: 73,541 shares; 2025Q3: 73,560 shares; 2025Q4: 66,936 shares; 2026Q1: 65,884 shares 65,884 $13.7M 1.47% -1,052 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: 96,525 shares; 2024Q4: 94,777 shares; 2025Q1: 98,160 shares; 2025Q2: 92,707 shares; 2025Q3: 92,411 shares; 2025Q4: 77,179 shares; 2026Q1: 76,926 shares 76,926 $13.4M 1.44% -253 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: 30,203 shares; 2024Q4: 29,516 shares; 2025Q1: 29,478 shares; 2025Q2: 29,562 shares; 2025Q3: 28,914 shares; 2025Q4: 26,319 shares; 2026Q1: 26,160 shares 26,160 $13.1M 1.4% -159 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,046,270 shares; 2024Q4: 1,015,121 shares; 2025Q1: 965,061 shares; 2025Q2: 798,164 shares; 2025Q3: 840,491 shares; 2025Q4: 735,626 shares; 2026Q1: 690,311 shares 690,311 $12.8M 1.37% -45,315 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: 31,262 shares; 2024Q4: 30,406 shares; 2025Q1: 30,092 shares; 2025Q2: 29,172 shares; 2025Q3: 29,216 shares; 2025Q4: 27,880 shares; 2026Q1: 27,344 shares 27,344 $12.6M 1.35% -536 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: 89,812 shares; 2024Q4: 87,843 shares; 2025Q1: 86,658 shares; 2025Q2: 85,262 shares; 2025Q3: 85,799 shares; 2025Q4: 77,443 shares; 2026Q1: 76,621 shares 76,621 $12.2M 1.31% -822 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: 80,861 shares; 2024Q4: 80,395 shares; 2025Q1: 77,073 shares; 2025Q2: 74,326 shares; 2025Q3: 74,056 shares; 2025Q4: 65,186 shares; 2026Q1: 62,163 shares 62,163 $11.8M 1.26% -3,023 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: 70,008 shares; 2024Q4: 70,688 shares; 2025Q1: 72,570 shares; 2025Q2: 72,894 shares; 2025Q3: 72,253 shares; 2025Q4: 70,543 shares; 2026Q1: 70,320 shares 70,320 $11.4M 1.22% -223 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: 20,186 shares; 2024Q4: 20,725 shares; 2025Q1: 20,647 shares; 2025Q2: 20,489 shares; 2025Q3: 20,522 shares; 2025Q4: 20,477 shares; 2026Q1: 19,705 shares 19,705 $9.69M 1.04% -772 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: 35,667 shares; 2024Q4: 34,445 shares; 2025Q1: 34,106 shares; 2025Q2: 33,188 shares; 2025Q3: 34,103 shares; 2025Q4: 30,831 shares; 2026Q1: 29,507 shares 29,507 $9.65M 1.03% -1,324 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: 219,989 shares; 2024Q4: 216,733 shares; 2025Q1: 231,038 shares; 2025Q2: 221,786 shares; 2025Q3: 219,924 shares; 2025Q4: 191,355 shares; 2026Q1: 189,103 shares 189,103 $9.34M 1% -2,252 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: 50,259 shares; 2024Q4: 49,349 shares; 2025Q1: 51,226 shares; 2025Q2: 49,669 shares; 2025Q3: 50,927 shares; 2025Q4: 43,560 shares; 2026Q1: 43,343 shares 43,343 $8.97M 0.96% -217 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: 37,396 shares; 2024Q4: 36,943 shares; 2025Q1: 36,499 shares; 2025Q2: 35,600 shares; 2025Q3: 35,660 shares; 2025Q4: 67,195 shares; 2026Q1: 65,840 shares 65,840 $8.75M 0.94% -1,355 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: 143,963 shares; 2024Q4: 138,523 shares; 2025Q1: 137,410 shares; 2025Q2: 134,508 shares; 2025Q3: 130,670 shares; 2025Q4: 111,382 shares; 2026Q1: 108,531 shares 108,531 $8.64M 0.93% -2,851 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: 166,497 shares; 2024Q4: 158,080 shares; 2025Q1: 162,317 shares; 2025Q2: 162,950 shares; 2025Q3: 165,596 shares; 2025Q4: 136,769 shares; 2026Q1: 142,572 shares 142,572 $8.29M 0.89% +5,803 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: 67,028 shares; 2024Q4: 47,559 shares; 2025Q1: 48,326 shares; 2025Q2: 47,072 shares; 2025Q3: 47,150 shares; 2025Q4: 41,197 shares; 2026Q1: 40,826 shares 40,826 $8.13M 0.87% -371 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: 55,933 shares; 2024Q4: 52,842 shares; 2025Q1: 54,017 shares; 2025Q2: 52,105 shares; 2025Q3: 51,232 shares; 2025Q4: 50,912 shares; 2026Q1: 49,772 shares 49,772 $7.73M 0.83% -1,140 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: 110,491 shares; 2024Q4: 109,601 shares; 2025Q1: 99,543 shares; 2025Q2: 93,515 shares; 2025Q3: 86,209 shares; 2025Q4: 63,482 shares; 2026Q1: 59,731 shares 59,731 $7.24M 0.77% -3,751 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: 10,711 shares; 2024Q4: 10,569 shares; 2025Q1: 10,659 shares; 2025Q2: 10,406 shares; 2025Q3: 11,121 shares; 2025Q4: 10,627 shares; 2026Q1: 9,953 shares 9,953 $7.05M 0.75% -674 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: 46,498 shares; 2024Q4: 46,298 shares; 2025Q1: 45,993 shares; 2025Q2: 46,190 shares; 2025Q3: 46,268 shares; 2025Q4: 45,326 shares; 2026Q1: 44,696 shares 44,696 $6.95M 0.74% -630 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,975 shares; 2024Q4: 46,445 shares; 2025Q1: 45,961 shares; 2025Q2: 45,975 shares; 2025Q3: 45,795 shares; 2025Q4: 45,781 shares; 2026Q1: 46,554 shares 46,554 $6.89M 0.74% +773 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: 55,025 shares; 2024Q4: 55,231 shares; 2025Q1: 61,859 shares; 2025Q2: 53,573 shares; 2025Q3: 47,633 shares; 2025Q4: 46,420 shares; 2026Q1: 46,124 shares 46,124 $6.76M 0.72% -296 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,543 shares; 2024Q4: 19,851 shares; 2025Q1: 19,796 shares; 2025Q2: 19,350 shares; 2025Q3: 25,517 shares; 2025Q4: 21,500 shares; 2026Q1: 21,008 shares 21,008 $6.68M 0.72% -492 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 285,892 shares; 2025Q4: 329,592 shares; 2026Q1: 342,777 shares 342,777 $6.66M 0.71% +13,185 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: 16,682 shares; 2024Q4: 15,835 shares; 2025Q1: 16,083 shares; 2025Q2: 15,834 shares; 2025Q3: 17,285 shares; 2025Q4: 14,080 shares; 2026Q1: 13,334 shares 13,334 $6.39M 0.68% -746 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: 24,305 shares; 2024Q4: 23,985 shares; 2025Q1: 22,905 shares; 2025Q2: 22,781 shares; 2025Q3: 22,828 shares; 2025Q4: 21,197 shares; 2026Q1: 21,062 shares 21,062 $6.22M 0.67% -135 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: 66,658 shares; 2024Q4: 62,494 shares; 2025Q1: 63,790 shares; 2025Q2: 56,805 shares; 2025Q3: 54,407 shares; 2025Q4: 39,567 shares; 2026Q1: 42,708 shares 42,708 $6.17M 0.66% +3,141 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: 38,263 shares; 2024Q4: 37,674 shares; 2025Q1: 38,569 shares; 2025Q2: 37,736 shares; 2025Q3: 37,701 shares; 2025Q4: 31,819 shares; 2026Q1: 31,470 shares 31,470 $6.07M 0.65% -349 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: 23,291 shares; 2024Q4: 23,227 shares; 2025Q1: 23,258 shares; 2025Q2: 18,988 shares; 2025Q3: 18,499 shares; 2025Q4: 18,227 shares; 2026Q1: 18,215 shares 18,215 $5.72M 0.61% -12 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: 75,462 shares; 2024Q4: 75,266 shares; 2025Q1: 76,228 shares; 2025Q2: 72,172 shares; 2025Q3: 73,868 shares; 2025Q4: 64,892 shares; 2026Q1: 62,737 shares 62,737 $5.62M 0.6% -2,155 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: 56,706 shares; 2024Q4: 57,348 shares; 2025Q1: 57,387 shares; 2025Q2: 59,105 shares; 2025Q3: 56,039 shares; 2025Q4: 54,571 shares; 2026Q1: 53,044 shares 53,044 $5.45M 0.58% -1,527 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: 7,232 shares; 2024Q4: 6,930 shares; 2025Q1: 6,974 shares; 2025Q2: 6,622 shares; 2025Q3: 6,704 shares; 2025Q4: 5,452 shares; 2026Q1: 5,227 shares 5,227 $5.21M 0.56% -225 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,354 shares; 2024Q4: 52,198 shares; 2025Q1: 52,102 shares; 2025Q2: 51,769 shares; 2025Q3: 48,442 shares; 2025Q4: 48,796 shares; 2026Q1: 49,994 shares 49,994 $5.03M 0.54% +1,198 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: 48,282 shares; 2024Q4: 46,636 shares; 2025Q1: 46,229 shares; 2025Q2: 32,038 shares; 2025Q3: 30,910 shares; 2025Q4: 27,494 shares; 2026Q1: 27,459 shares 27,459 $5.01M 0.54% -35 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: 64,134 shares; 2024Q4: 64,799 shares; 2025Q1: 64,802 shares; 2025Q2: 63,205 shares; 2025Q3: 62,310 shares; 2025Q4: not reported; 2026Q1: 63,350 shares 63,350 $4.89M 0.52% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 627 shares; 2025Q1: 721 shares; 2025Q2: 977 shares; 2025Q3: 994 shares; 2025Q4: 4,940 shares; 2026Q1: 5,358 shares 5,358 $4.68M 0.5% +418 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,924 shares; 2024Q4: 157,555 shares; 2025Q1: 151,593 shares; 2025Q2: 152,605 shares; 2025Q3: 149,694 shares; 2025Q4: 139,647 shares; 2026Q1: 128,975 shares 128,975 $4.66M 0.5% -10,672 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: 19,466 shares; 2024Q4: 19,457 shares; 2025Q1: 19,245 shares; 2025Q2: 19,011 shares; 2025Q3: 18,973 shares; 2025Q4: 17,395 shares; 2026Q1: 17,287 shares 17,287 $4.61M 0.49% -108 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: 1,212 shares; 2024Q4: 1,182 shares; 2025Q1: 16,200 shares; 2025Q2: 15,953 shares; 2025Q3: 16,307 shares; 2025Q4: 13,188 shares; 2026Q1: 13,117 shares 13,117 $4.53M 0.48% -71 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: 59,418 shares; 2024Q4: 58,367 shares; 2025Q1: 58,852 shares; 2025Q2: 58,084 shares; 2025Q3: 56,341 shares; 2025Q4: 51,684 shares; 2026Q1: 51,758 shares 51,758 $4.41M 0.47% +74 Timeline XLC 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: 44,289 shares; 2024Q4: 42,473 shares; 2025Q1: 42,871 shares; 2025Q2: 40,441 shares; 2025Q3: 40,713 shares; 2025Q4: 39,383 shares; 2026Q1: 39,765 shares 39,765 $4.41M 0.47% +382 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: 5,434 shares; 2025Q1: 5,402 shares; 2025Q2: 5,319 shares; 2025Q3: 5,704 shares; 2025Q4: 5,005 shares; 2026Q1: 4,530 shares 4,530 $4.36M 0.47% -475 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: 21,792 shares; 2024Q4: 20,594 shares; 2025Q1: 20,585 shares; 2025Q2: 19,601 shares; 2025Q3: 19,767 shares; 2025Q4: 13,301 shares; 2026Q1: 13,156 shares 13,156 $4.33M 0.46% -145 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: 8,642 shares; 2024Q4: 7,756 shares; 2025Q1: 7,675 shares; 2025Q2: 7,595 shares; 2025Q3: 7,613 shares; 2025Q4: 7,580 shares; 2026Q1: 7,148 shares 7,148 $4.32M 0.46% -432 Timeline JHEQX JPMORGAN HEDGED EQUITY I More: the full row for JPMORGAN HEDGED EQUITY I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 123,868 shares; 2025Q1: 123,447 shares; 2025Q2: 122,833 shares; 2025Q3: 122,243 shares; 2025Q4: 121,568 shares; 2026Q1: 121,131 shares 121,131 $4.07M 0.44% -437 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,590 shares; 2024Q4: 306,877 shares; 2025Q1: 366,683 shares; 2025Q2: 310,011 shares; 2025Q3: 321,080 shares; 2025Q4: 285,014 shares; 2026Q1: 284,650 shares 284,650 $4.01M 0.43% -364 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: 50,476 shares; 2024Q4: 52,897 shares; 2025Q1: 50,461 shares; 2025Q2: 45,882 shares; 2025Q3: 46,471 shares; 2025Q4: 29,888 shares; 2026Q1: 31,384 shares 31,384 $3.9M 0.42% +1,496 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: 56,579 shares; 2024Q4: 53,792 shares; 2025Q1: 51,395 shares; 2025Q2: 54,041 shares; 2025Q3: 53,158 shares; 2025Q4: 50,470 shares; 2026Q1: 49,589 shares 49,589 $3.8M 0.41% -881 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: 33,583 shares; 2024Q4: 32,149 shares; 2025Q1: 31,409 shares; 2025Q2: 31,777 shares; 2025Q3: 31,911 shares; 2025Q4: 27,091 shares; 2026Q1: 26,239 shares 26,239 $3.79M 0.41% -852 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: 4,617 shares; 2024Q4: 4,605 shares; 2025Q1: 4,406 shares; 2025Q2: 4,253 shares; 2025Q3: 4,300 shares; 2025Q4: 4,251 shares; 2026Q1: 4,152 shares 4,152 $3.72M 0.4% -99 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: 17,819 shares; 2024Q4: 17,757 shares; 2025Q1: 17,612 shares; 2025Q2: 16,968 shares; 2025Q3: 16,962 shares; 2025Q4: 33,387 shares; 2026Q1: 33,261 shares 33,261 $3.62M 0.39% -126 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: 108,901 shares; 2024Q4: 100,726 shares; 2025Q1: 103,301 shares; 2025Q2: 102,656 shares; 2025Q3: 112,656 shares; 2025Q4: 104,176 shares; 2026Q1: 93,967 shares 93,967 $3.56M 0.38% -10,209 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: 33,278 shares; 2024Q4: 34,258 shares; 2025Q1: 33,548 shares; 2025Q2: 32,287 shares; 2025Q3: 31,112 shares; 2025Q4: 30,898 shares; 2026Q1: 29,653 shares 29,653 $3.41M 0.37% -1,245 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: 7,284 shares; 2024Q4: 7,618 shares; 2025Q1: 7,870 shares; 2025Q2: 7,911 shares; 2025Q3: 8,445 shares; 2025Q4: 6,630 shares; 2026Q1: 5,853 shares 5,853 $3.35M 0.36% -777 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: 19,668 shares; 2024Q4: 18,071 shares; 2025Q1: 17,850 shares; 2025Q2: 16,746 shares; 2025Q3: 16,387 shares; 2025Q4: 10,513 shares; 2026Q1: 10,233 shares 10,233 $3.35M 0.36% -280 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: 6,988 shares; 2024Q4: 7,071 shares; 2025Q1: 10,256 shares; 2025Q2: 11,072 shares; 2025Q3: 11,763 shares; 2025Q4: 11,768 shares; 2026Q1: 12,717 shares 12,717 $3.33M 0.36% +949 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: 4,076 shares; 2024Q4: 4,184 shares; 2025Q1: 4,254 shares; 2025Q2: 3,960 shares; 2025Q3: 4,019 shares; 2025Q4: 3,685 shares; 2026Q1: 3,595 shares 3,595 $3.31M 0.35% -90 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: 48,065 shares; 2024Q4: 46,661 shares; 2025Q1: 46,561 shares; 2025Q2: 44,687 shares; 2025Q3: 33,298 shares; 2025Q4: 22,331 shares; 2026Q1: 21,473 shares 21,473 $3.16M 0.34% -858 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: 72,568 shares; 2024Q4: 71,763 shares; 2025Q1: 71,150 shares; 2025Q2: 70,290 shares; 2025Q3: 74,739 shares; 2025Q4: 71,319 shares; 2026Q1: 64,492 shares 64,492 $3.14M 0.34% -6,827 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: 3,856 shares; 2024Q4: 4,396 shares; 2025Q1: 7,302 shares; 2025Q2: 8,285 shares; 2025Q3: 9,225 shares; 2025Q4: 9,748 shares; 2026Q1: 10,554 shares 10,554 $3.03M 0.32% +806 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: 17,926 shares; 2024Q4: 17,730 shares; 2025Q1: 16,527 shares; 2025Q2: 16,027 shares; 2025Q3: 16,027 shares; 2025Q4: 16,027 shares; 2026Q1: 16,051 shares 16,051 $2.96M 0.32% +24 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,786 shares; 2024Q4: 76,384 shares; 2025Q1: 75,688 shares; 2025Q2: 73,728 shares; 2025Q3: 72,429 shares; 2025Q4: 63,975 shares; 2026Q1: 65,015 shares 65,015 $2.89M 0.31% +1,040 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: 10,341 shares; 2024Q4: 10,283 shares; 2025Q1: 10,332 shares; 2025Q2: 10,328 shares; 2025Q3: 10,409 shares; 2025Q4: 9,254 shares; 2026Q1: 9,151 shares 9,151 $2.84M 0.3% -103 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: 10,767 shares; 2024Q4: 10,742 shares; 2025Q1: 10,889 shares; 2025Q2: 11,180 shares; 2025Q3: 10,947 shares; 2025Q4: 10,944 shares; 2026Q1: 10,533 shares 10,533 $2.81M 0.3% -411 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: 14,694 shares; 2024Q4: 14,330 shares; 2025Q1: 14,115 shares; 2025Q2: 13,475 shares; 2025Q3: 13,006 shares; 2025Q4: 10,014 shares; 2026Q1: 10,365 shares 10,365 $2.8M 0.3% +351 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: 14,004 shares; 2024Q4: 14,292 shares; 2025Q1: 14,382 shares; 2025Q2: 14,149 shares; 2025Q3: 14,178 shares; 2025Q4: 13,294 shares; 2026Q1: 13,298 shares 13,298 $2.77M 0.3% +4 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: 12,184 shares; 2024Q4: 14,286 shares; 2025Q1: 15,194 shares; 2025Q2: 15,588 shares; 2025Q3: 14,376 shares; 2025Q4: 8,513 shares; 2026Q1: 8,630 shares 8,630 $2.67M 0.29% +117 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,385 shares; 2024Q4: 49,770 shares; 2025Q1: 48,520 shares; 2025Q2: 47,263 shares; 2025Q3: 43,926 shares; 2025Q4: 65,523 shares; 2026Q1: 62,398 shares 62,398 $2.53M 0.27% -3,125 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: 10,740 shares; 2024Q4: 11,373 shares; 2025Q1: 12,203 shares; 2025Q2: 12,416 shares; 2025Q3: 12,636 shares; 2025Q4: 12,098 shares; 2026Q1: 11,376 shares 11,376 $2.47M 0.26% -722 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: 664 shares; 2024Q4: 777 shares; 2025Q1: 2,964 shares; 2025Q2: 2,762 shares; 2025Q3: 4,386 shares; 2025Q4: 16,660 shares; 2026Q1: 23,188 shares 23,188 $2.42M 0.26% +6,528 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,817 shares; 2024Q4: 47,790 shares; 2025Q1: 47,027 shares; 2025Q2: 43,675 shares; 2025Q3: 42,448 shares; 2025Q4: 41,531 shares; 2026Q1: 40,814 shares 40,814 $2.41M 0.26% -717 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: 10,850 shares; 2025Q2: 9,989 shares; 2025Q3: 10,509 shares; 2025Q4: 14,557 shares; 2026Q1: 15,729 shares 15,729 $2.37M 0.25% +1,172 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: 5,126 shares; 2024Q4: 5,115 shares; 2025Q1: 5,379 shares; 2025Q2: 5,330 shares; 2025Q3: 5,377 shares; 2025Q4: 4,154 shares; 2026Q1: 4,044 shares 4,044 $2.33M 0.25% -110 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: 10,676 shares; 2024Q4: 10,628 shares; 2025Q1: 11,050 shares; 2025Q2: 10,387 shares; 2025Q3: 10,206 shares; 2025Q4: 9,323 shares; 2026Q1: 9,404 shares 9,404 $2.28M 0.24% +81 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: 6,438 shares; 2024Q4: 6,346 shares; 2025Q1: 6,033 shares; 2025Q2: 6,006 shares; 2025Q3: 5,866 shares; 2025Q4: 3,486 shares; 2026Q1: 3,451 shares 3,451 $2.25M 0.24% -35 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: 11,457 shares; 2024Q4: 11,486 shares; 2025Q1: 11,358 shares; 2025Q2: 9,229 shares; 2025Q3: 8,442 shares; 2025Q4: 8,492 shares; 2026Q1: 8,433 shares 8,433 $2.17M 0.23% -59 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: 31,774 shares; 2024Q4: 31,019 shares; 2025Q1: 30,529 shares; 2025Q2: 30,899 shares; 2025Q3: 30,505 shares; 2025Q4: 27,441 shares; 2026Q1: 26,442 shares 26,442 $2.17M 0.23% -999 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,255 shares; 2024Q4: 14,432 shares; 2025Q1: 13,546 shares; 2025Q2: 13,010 shares; 2025Q3: 13,530 shares; 2025Q4: 11,278 shares; 2026Q1: 10,975 shares 10,975 $2.14M 0.23% -303 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: 2,540 shares; 2024Q4: 2,632 shares; 2025Q1: 3,132 shares; 2025Q2: 3,138 shares; 2025Q3: 3,138 shares; 2025Q4: 3,056 shares; 2026Q1: 3,052 shares 3,052 $2.13M 0.23% -4 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: 33,923 shares; 2024Q4: 33,757 shares; 2025Q1: 33,098 shares; 2025Q2: 31,693 shares; 2025Q3: 28,460 shares; 2025Q4: not reported; 2026Q1: 25,639 shares 25,639 $2.01M 0.22% new 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: 15,806 shares; 2024Q4: 15,848 shares; 2025Q1: 15,222 shares; 2025Q2: 15,124 shares; 2025Q3: 15,085 shares; 2025Q4: 13,920 shares; 2026Q1: 13,922 shares 13,922 $1.99M 0.21% +2 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: 6,666 shares; 2024Q4: 6,523 shares; 2025Q1: 6,844 shares; 2025Q2: 7,148 shares; 2025Q3: 7,950 shares; 2025Q4: 5,355 shares; 2026Q1: 5,294 shares 5,294 $1.97M 0.21% -61 Timeline IYC 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: 22,290 shares; 2024Q4: 22,200 shares; 2025Q1: 22,271 shares; 2025Q2: 21,301 shares; 2025Q3: 21,290 shares; 2025Q4: 20,309 shares; 2026Q1: 19,986 shares 19,986 $1.94M 0.21% -323 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: 13,060 shares; 2024Q4: 12,891 shares; 2025Q1: 13,683 shares; 2025Q2: 14,083 shares; 2025Q3: 13,784 shares; 2025Q4: 9,487 shares; 2026Q1: 9,774 shares 9,774 $1.92M 0.21% +287 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: 21,095 shares; 2024Q4: 20,270 shares; 2025Q1: 19,893 shares; 2025Q2: 20,670 shares; 2025Q3: 19,487 shares; 2025Q4: 10,683 shares; 2026Q1: 11,082 shares 11,082 $1.88M 0.2% +399 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: 11,083 shares; 2024Q4: 10,725 shares; 2025Q1: 11,467 shares; 2025Q2: 11,629 shares; 2025Q3: 11,879 shares; 2025Q4: 13,455 shares; 2026Q1: 16,367 shares 16,367 $1.85M 0.2% +2,912 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: 20,853 shares; 2024Q4: 20,529 shares; 2025Q1: 19,204 shares; 2025Q2: 18,918 shares; 2025Q3: 18,368 shares; 2025Q4: 2,900 shares; 2026Q1: 2,493 shares 2,493 $1.63M 0.17% -407 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: 12,158 shares; 2024Q4: 12,175 shares; 2025Q1: 10,574 shares; 2025Q2: 10,560 shares; 2025Q3: 10,547 shares; 2025Q4: 8,442 shares; 2026Q1: 7,399 shares 7,399 $1.61M 0.17% -1,043 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 92,946 shares; 2025Q1: 92,946 shares; 2025Q2: 58,650 shares; 2025Q3: 58,650 shares; 2025Q4: 60,990 shares; 2026Q1: 60,465 shares 60,465 $1.55M 0.17% -525 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: 8,444 shares; 2024Q4: 8,323 shares; 2025Q1: 8,459 shares; 2025Q2: 6,328 shares; 2025Q3: 5,745 shares; 2025Q4: 5,040 shares; 2026Q1: 4,989 shares 4,989 $1.51M 0.16% -51 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,101 shares; 2025Q3: 1,084 shares; 2025Q4: 8,586 shares; 2026Q1: 9,323 shares 9,323 $1.49M 0.16% +737 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: 1,845 shares; 2024Q4: 1,824 shares; 2025Q1: 1,905 shares; 2025Q2: 1,894 shares; 2025Q3: 1,875 shares; 2025Q4: 16,101 shares; 2026Q1: 15,491 shares 15,491 $1.49M 0.16% -610 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: 13,930 shares; 2024Q4: 14,444 shares; 2025Q1: 14,496 shares; 2025Q2: 16,351 shares; 2025Q3: 16,341 shares; 2025Q4: 8,756 shares; 2026Q1: 4,489 shares 4,489 $1.44M 0.15% -4,267 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,770 shares; 2024Q4: 15,770 shares; 2025Q1: 15,770 shares; 2025Q2: 15,770 shares; 2025Q3: 15,770 shares; 2025Q4: 15,770 shares; 2026Q1: 15,770 shares 15,770 $1.4M 0.15% 0 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: 7,289 shares; 2024Q4: 7,185 shares; 2025Q1: 7,101 shares; 2025Q2: 7,527 shares; 2025Q3: 7,360 shares; 2025Q4: 6,319 shares; 2026Q1: 6,104 shares 6,104 $1.38M 0.15% -215 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,836 shares; 2024Q4: 65,184 shares; 2025Q1: 62,828 shares; 2025Q2: 62,062 shares; 2025Q3: 62,973 shares; 2025Q4: 10,566 shares; 2026Q1: 14,975 shares 14,975 $1.36M 0.15% +4,409 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,209 shares; 2024Q4: 4,189 shares; 2025Q1: 4,032 shares; 2025Q2: 3,844 shares; 2025Q3: 3,592 shares; 2025Q4: 3,592 shares; 2026Q1: 3,586 shares 3,586 $1.29M 0.14% -6 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: 80,764 shares; 2024Q4: 75,381 shares; 2025Q1: 53,820 shares; 2025Q2: 31,790 shares; 2025Q3: 27,508 shares; 2025Q4: 25,993 shares; 2026Q1: 24,482 shares 24,482 $1.27M 0.14% -1,511 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: 25,718 shares; 2024Q4: 21,577 shares; 2025Q1: 21,349 shares; 2025Q2: 21,763 shares; 2025Q3: 21,713 shares; 2025Q4: 19,264 shares; 2026Q1: 18,777 shares 18,777 $1.27M 0.14% -487 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: 9,045 shares; 2024Q4: 9,365 shares; 2025Q1: 9,462 shares; 2025Q2: 9,469 shares; 2025Q3: 9,496 shares; 2025Q4: 9,405 shares; 2026Q1: 9,464 shares 9,464 $1.24M 0.13% +59 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: 24,786 shares; 2024Q4: 26,505 shares; 2025Q1: 27,775 shares; 2025Q2: 25,939 shares; 2025Q3: 19,565 shares; 2025Q4: 19,146 shares; 2026Q1: 19,996 shares 19,996 $1.21M 0.13% +850 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,233 shares; 2024Q4: 14,172 shares; 2025Q1: 18,971 shares; 2025Q2: 20,757 shares; 2025Q3: 19,576 shares; 2025Q4: 19,067 shares; 2026Q1: 20,969 shares 20,969 $1.19M 0.13% +1,902 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: 45,782 shares; 2024Q4: 64,132 shares; 2025Q1: 20,707 shares; 2025Q2: 15,605 shares; 2025Q3: 13,994 shares; 2025Q4: 11,245 shares; 2026Q1: 11,724 shares 11,724 $1.15M 0.12% +479 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: 7,016 shares; 2024Q4: 7,014 shares; 2025Q1: 6,839 shares; 2025Q2: 5,897 shares; 2025Q3: 5,897 shares; 2025Q4: 6,833 shares; 2026Q1: 7,897 shares 7,897 $1.14M 0.12% +1,064 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,425 shares; 2024Q4: 13,405 shares; 2025Q1: 13,405 shares; 2025Q2: 18,722 shares; 2025Q3: 18,567 shares; 2025Q4: 18,367 shares; 2026Q1: 13,902 shares 13,902 $1.11M 0.12% -4,465 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: 21,492 shares; 2024Q4: 18,478 shares; 2025Q1: 19,180 shares; 2025Q2: 20,952 shares; 2025Q3: 22,229 shares; 2025Q4: 14,046 shares; 2026Q1: 14,091 shares 14,091 $1.09M 0.12% +45 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,495 shares; 2024Q4: 9,409 shares; 2025Q1: 9,495 shares; 2025Q2: 8,853 shares; 2025Q3: 7,485 shares; 2025Q4: 7,605 shares; 2026Q1: 7,330 shares 7,330 $1.08M 0.12% -275 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: 41,711 shares; 2024Q4: 40,367 shares; 2025Q1: 22,299 shares; 2025Q2: 10,403 shares; 2025Q3: 10,592 shares; 2025Q4: 20,110 shares; 2026Q1: 16,851 shares 16,851 $1.03M 0.11% -3,259 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,701 shares; 2024Q4: 20,075 shares; 2025Q1: 20,054 shares; 2025Q2: 11,666 shares; 2025Q3: 10,266 shares; 2025Q4: 9,589 shares; 2026Q1: 8,835 shares 8,835 $1.01M 0.11% -754 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 887 shares; 2024Q4: not reported; 2025Q1: 2,482 shares; 2025Q2: 1,682 shares; 2025Q3: 1,932 shares; 2025Q4: 2,463 shares; 2026Q1: 2,463 shares 2,463 $944K 0.1% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,153 shares; 2024Q4: 2,432 shares; 2025Q1: 2,674 shares; 2025Q2: 3,499 shares; 2025Q3: 3,616 shares; 2025Q4: 3,098 shares; 2026Q1: 3,183 shares 3,183 $905K 0.1% +85 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: 1,575 shares; 2024Q4: 1,638 shares; 2025Q1: 1,638 shares; 2025Q2: 1,622 shares; 2025Q3: 1,457 shares; 2025Q4: 1,457 shares; 2026Q1: 1,457 shares 1,457 $901K 0.1% 0 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: 1,770 shares; 2024Q4: 2,010 shares; 2025Q1: 2,108 shares; 2025Q2: 2,248 shares; 2025Q3: 2,297 shares; 2025Q4: 1,693 shares; 2026Q1: 1,810 shares 1,810 $897K 0.1% +117 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: 17,461 shares; 2024Q4: 16,156 shares; 2025Q1: 15,568 shares; 2025Q2: 15,698 shares; 2025Q3: 15,899 shares; 2025Q4: 9,785 shares; 2026Q1: 9,276 shares 9,276 $894K 0.1% -509 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: 35,203 shares; 2024Q4: 32,989 shares; 2025Q1: 29,936 shares; 2025Q2: 22,171 shares; 2025Q3: 20,153 shares; 2025Q4: 9,382 shares; 2026Q1: 7,440 shares 7,440 $879K 0.09% -1,942 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: 6,438 shares; 2024Q4: 6,486 shares; 2025Q1: 6,421 shares; 2025Q2: 6,442 shares; 2025Q3: 6,483 shares; 2025Q4: 4,445 shares; 2026Q1: 4,199 shares 4,199 $860K 0.09% -246 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,742 shares; 2024Q4: 14,587 shares; 2025Q1: 13,863 shares; 2025Q2: 13,735 shares; 2025Q3: 14,045 shares; 2025Q4: 14,088 shares; 2026Q1: 13,625 shares 13,625 $840K 0.09% -463 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: 2,664 shares; 2024Q4: 2,684 shares; 2025Q1: 2,670 shares; 2025Q2: 2,762 shares; 2025Q3: 2,802 shares; 2025Q4: 2,732 shares; 2026Q1: 2,758 shares 2,758 $834K 0.09% +26 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: 3,972 shares; 2024Q4: 4,012 shares; 2025Q1: 4,042 shares; 2025Q2: 3,985 shares; 2025Q3: 3,912 shares; 2025Q4: 2,396 shares; 2026Q1: 2,511 shares 2,511 $827K 0.09% +115 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: 6,418 shares; 2024Q4: 7,868 shares; 2025Q1: 8,219 shares; 2025Q2: 8,329 shares; 2025Q3: 8,291 shares; 2025Q4: 6,474 shares; 2026Q1: 6,226 shares 6,226 $822K 0.09% -248 Timeline JEPQ 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: 12,263 shares; 2024Q4: 11,583 shares; 2025Q1: 14,200 shares; 2025Q2: 14,824 shares; 2025Q3: 15,461 shares; 2025Q4: 15,771 shares; 2026Q1: 14,681 shares 14,681 $815K 0.09% -1,090 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: 27,844 shares; 2024Q4: 25,850 shares; 2025Q1: 29,534 shares; 2025Q2: 31,074 shares; 2025Q3: 31,865 shares; 2025Q4: 28,812 shares; 2026Q1: 28,974 shares 28,974 $814K 0.09% +162 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: 7,331 shares; 2024Q4: 7,142 shares; 2025Q1: 7,859 shares; 2025Q2: 7,684 shares; 2025Q3: 7,742 shares; 2025Q4: 5,577 shares; 2026Q1: 5,530 shares 5,530 $803K 0.09% -47 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: 2,058 shares; 2024Q4: 2,179 shares; 2025Q1: 2,379 shares; 2025Q2: 2,533 shares; 2025Q3: 2,441 shares; 2025Q4: 983 shares; 2026Q1: 932 shares 932 $788K 0.08% -51 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: 2,614 shares; 2024Q4: 2,601 shares; 2025Q1: 2,376 shares; 2025Q2: 2,161 shares; 2025Q3: 2,741 shares; 2025Q4: 2,730 shares; 2026Q1: 2,073 shares 2,073 $741K 0.08% -657 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.08% 0 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: 14,594 shares; 2024Q4: 13,333 shares; 2025Q1: 13,373 shares; 2025Q2: 7,386 shares; 2025Q3: 7,386 shares; 2025Q4: 7,386 shares; 2026Q1: 7,347 shares 7,347 $710K 0.08% -39 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,571 shares; 2024Q4: 20,780 shares; 2025Q1: 21,117 shares; 2025Q2: 20,988 shares; 2025Q3: 20,982 shares; 2025Q4: 20,811 shares; 2026Q1: 20,982 shares 20,982 $704K 0.08% +171 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: 6,968 shares; 2024Q4: 7,100 shares; 2025Q1: 7,634 shares; 2025Q2: 7,810 shares; 2025Q3: 8,039 shares; 2025Q4: 4,555 shares; 2026Q1: 4,804 shares 4,804 $703K 0.08% +249 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,448 shares; 2024Q4: 7,492 shares; 2025Q1: 7,365 shares; 2025Q2: 7,444 shares; 2025Q3: 7,062 shares; 2025Q4: 6,648 shares; 2026Q1: 6,147 shares 6,147 $702K 0.08% -501 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: 2,421 shares; 2024Q4: 2,579 shares; 2025Q1: 3,097 shares; 2025Q2: 2,608 shares; 2025Q3: 2,201 shares; 2025Q4: 1,936 shares; 2026Q1: 2,046 shares 2,046 $692K 0.07% +110 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: 9,520 shares; 2024Q4: 9,532 shares; 2025Q1: 9,820 shares; 2025Q2: 10,111 shares; 2025Q3: 10,056 shares; 2025Q4: 9,308 shares; 2026Q1: 9,373 shares 9,373 $682K 0.07% +65 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: 3,300 shares; 2024Q4: 2,844 shares; 2025Q1: 2,892 shares; 2025Q2: 3,134 shares; 2025Q3: 3,159 shares; 2025Q4: 2,711 shares; 2026Q1: 2,727 shares 2,727 $666K 0.07% +16 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: 11,639 shares; 2024Q4: 11,647 shares; 2025Q1: 10,537 shares; 2025Q2: 10,702 shares; 2025Q3: 11,676 shares; 2025Q4: 11,441 shares; 2026Q1: 8,732 shares 8,732 $657K 0.07% -2,709 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: 4,167 shares; 2024Q4: 4,106 shares; 2025Q1: 4,289 shares; 2025Q2: 4,347 shares; 2025Q3: 4,330 shares; 2025Q4: 4,003 shares; 2026Q1: 4,161 shares 4,161 $654K 0.07% +158 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,003 shares; 2024Q4: 21,402 shares; 2025Q1: 20,282 shares; 2025Q2: 14,314 shares; 2025Q3: 17,222 shares; 2025Q4: 15,515 shares; 2026Q1: 12,605 shares 12,605 $651K 0.07% -2,910 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: 3,997 shares; 2024Q4: 4,131 shares; 2025Q1: 4,035 shares; 2025Q2: 3,942 shares; 2025Q3: 3,950 shares; 2025Q4: 3,865 shares; 2026Q1: 3,922 shares 3,922 $644K 0.07% +57 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: 20,544 shares; 2024Q4: 20,935 shares; 2025Q1: 20,608 shares; 2025Q2: 15,512 shares; 2025Q3: 15,701 shares; 2025Q4: 14,964 shares; 2026Q1: 14,914 shares 14,914 $612K 0.07% -50 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,102 shares; 2026Q1: 3,187 shares 3,187 $612K 0.07% +1,085 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: 2,143 shares; 2024Q4: 2,096 shares; 2025Q1: 2,269 shares; 2025Q2: 2,790 shares; 2025Q3: 2,801 shares; 2025Q4: 2,504 shares; 2026Q1: 2,467 shares 2,467 $598K 0.06% -37 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,205 shares; 2025Q3: 17,522 shares; 2025Q4: 16,781 shares; 2026Q1: 16,714 shares 16,714 $597K 0.06% -67 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: 2,999 shares; 2024Q4: 3,397 shares; 2025Q1: 3,616 shares; 2025Q2: 3,800 shares; 2025Q3: 3,895 shares; 2025Q4: 3,491 shares; 2026Q1: 3,603 shares 3,603 $593K 0.06% +112 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,685 shares; 2025Q1: 1,699 shares; 2025Q2: 1,314 shares; 2025Q3: 1,446 shares; 2025Q4: 1,446 shares; 2026Q1: 1,366 shares 1,366 $588K 0.06% -80 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,869 shares; 2024Q4: 23,608 shares; 2025Q1: 23,868 shares; 2025Q2: 23,870 shares; 2025Q3: 23,870 shares; 2025Q4: 23,412 shares; 2026Q1: 23,412 shares 23,412 $588K 0.06% 0 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: 3,802 shares; 2024Q4: 3,809 shares; 2025Q1: 3,868 shares; 2025Q2: 3,662 shares; 2025Q3: 4,703 shares; 2025Q4: 4,133 shares; 2026Q1: 3,138 shares 3,138 $585K 0.06% -995 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: 18,351 shares; 2024Q4: 18,250 shares; 2025Q1: 18,541 shares; 2025Q2: 18,205 shares; 2025Q3: 18,141 shares; 2025Q4: 17,554 shares; 2026Q1: 17,492 shares 17,492 $581K 0.06% -62 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 3,742 shares; 2025Q1: 3,792 shares; 2025Q2: 3,813 shares; 2025Q3: 3,813 shares; 2025Q4: 3,760 shares; 2026Q1: 3,712 shares 3,712 $577K 0.06% -48 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: 3,354 shares; 2024Q4: 3,444 shares; 2025Q1: 3,445 shares; 2025Q2: 3,209 shares; 2025Q3: 3,181 shares; 2025Q4: 2,308 shares; 2026Q1: 2,308 shares 2,308 $573K 0.06% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,934 shares; 2024Q4: 2,752 shares; 2025Q1: 2,452 shares; 2025Q2: 2,024 shares; 2025Q3: 1,693 shares; 2025Q4: 1,587 shares; 2026Q1: 1,668 shares 1,668 $570K 0.06% +81 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 17,466 shares; 2025Q1: 17,466 shares; 2025Q2: 17,466 shares; 2025Q3: 21,466 shares; 2025Q4: 18,466 shares; 2026Q1: 14,466 shares 14,466 $542K 0.06% -4,000 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,704 shares; 2024Q4: 2,559 shares; 2025Q1: 2,555 shares; 2025Q2: 2,486 shares; 2025Q3: 2,767 shares; 2025Q4: 829 shares; 2026Q1: 681 shares 681 $526K 0.06% -148 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: 2,036 shares; 2024Q4: 2,801 shares; 2025Q1: 3,095 shares; 2025Q2: 4,107 shares; 2025Q3: 4,169 shares; 2025Q4: 3,176 shares; 2026Q1: 3,139 shares 3,139 $524K 0.06% -37 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: 6,420 shares; 2024Q4: 5,620 shares; 2025Q1: 5,620 shares; 2025Q2: 5,355 shares; 2025Q3: 5,355 shares; 2025Q4: 5,355 shares; 2026Q1: 5,355 shares 5,355 $514K 0.06% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,180 shares; 2024Q4: 11,180 shares; 2025Q1: 10,510 shares; 2025Q2: 10,513 shares; 2025Q3: 10,513 shares; 2025Q4: 10,516 shares; 2026Q1: 10,525 shares 10,525 $509K 0.05% +9 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: 6,780 shares; 2024Q4: 6,568 shares; 2025Q1: 6,397 shares; 2025Q2: 6,887 shares; 2025Q3: 7,043 shares; 2025Q4: 5,166 shares; 2026Q1: 5,452 shares 5,452 $506K 0.05% +286 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: 28,492 shares; 2024Q4: 28,354 shares; 2025Q1: 30,154 shares; 2025Q2: 28,979 shares; 2025Q3: 40,979 shares; 2025Q4: 38,729 shares; 2026Q1: 26,229 shares 26,229 $506K 0.05% -12,500 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,233 shares; 2024Q4: 18,869 shares; 2025Q1: 18,565 shares; 2025Q2: 17,488 shares; 2025Q3: 17,494 shares; 2025Q4: 17,400 shares; 2026Q1: 17,403 shares 17,403 $506K 0.05% +3 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: 1,720 shares; 2024Q4: 1,729 shares; 2025Q1: 1,828 shares; 2025Q2: 1,934 shares; 2025Q3: 1,904 shares; 2025Q4: 1,456 shares; 2026Q1: 1,434 shares 1,434 $505K 0.05% -22 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: 23,034 shares; 2024Q4: 22,762 shares; 2025Q1: 14,209 shares; 2025Q2: 13,853 shares; 2025Q3: 15,709 shares; 2025Q4: 8,135 shares; 2026Q1: 5,556 shares 5,556 $502K 0.05% -2,579 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 261 shares; 2025Q1: 264 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 262 shares; 2026Q1: 262 shares 262 $501K 0.05% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,976 shares; 2024Q4: 2,981 shares; 2025Q1: 3,073 shares; 2025Q2: 2,499 shares; 2025Q3: 2,507 shares; 2025Q4: 2,436 shares; 2026Q1: 2,415 shares 2,415 $499K 0.05% -21 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: 4,003 shares; 2024Q4: 3,570 shares; 2025Q1: 5,365 shares; 2025Q2: 4,919 shares; 2025Q3: 4,905 shares; 2025Q4: not reported; 2026Q1: 4,697 shares 4,697 $499K 0.05% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,602 shares; 2025Q1: 1,601 shares; 2025Q2: 1,516 shares; 2025Q3: 1,472 shares; 2025Q4: 1,430 shares; 2026Q1: 1,447 shares 1,447 $495K 0.05% +17 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,046 shares; 2025Q1: 2,785 shares; 2025Q2: 2,857 shares; 2025Q3: 3,008 shares; 2025Q4: 2,381 shares; 2026Q1: 2,419 shares 2,419 $492K 0.05% +38 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,910 shares; 2025Q1: 4,393 shares; 2025Q2: 4,885 shares; 2025Q3: 4,989 shares; 2025Q4: 4,085 shares; 2026Q1: 4,302 shares 4,302 $488K 0.05% +217 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 414 shares; 2025Q1: 499 shares; 2025Q2: 476 shares; 2025Q3: 488 shares; 2025Q4: 306 shares; 2026Q1: 326 shares 326 $480K 0.05% +20 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $467K 0.05% 0 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: 2,239 shares; 2024Q4: 2,566 shares; 2025Q1: 2,288 shares; 2025Q2: 2,025 shares; 2025Q3: 1,776 shares; 2025Q4: 1,340 shares; 2026Q1: 2,176 shares 2,176 $465K 0.05% +836 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: 890 shares; 2024Q4: 911 shares; 2025Q1: 935 shares; 2025Q2: 926 shares; 2025Q3: 941 shares; 2025Q4: 868 shares; 2026Q1: 861 shares 861 $463K 0.05% -7 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,280 shares; 2025Q1: 2,280 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares; 2026Q1: 2,280 shares 2,280 $458K 0.05% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 3,721 shares; 2025Q1: 3,683 shares; 2025Q2: 3,728 shares; 2025Q3: 3,752 shares; 2025Q4: 2,614 shares; 2026Q1: 2,622 shares 2,622 $449K 0.05% +8 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: 125,029 shares; 2024Q4: 125,886 shares; 2025Q1: 113,650 shares; 2025Q2: 112,800 shares; 2025Q3: 114,820 shares; 2025Q4: 11,114 shares; 2026Q1: 10,452 shares 10,452 $444K 0.05% -662 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: 586 shares; 2024Q4: 577 shares; 2025Q1: 606 shares; 2025Q2: 511 shares; 2025Q3: 508 shares; 2025Q4: 516 shares; 2026Q1: 509 shares 509 $441K 0.05% -7 Timeline IYF 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: 5,260 shares; 2024Q4: 5,058 shares; 2025Q1: 5,050 shares; 2025Q2: 4,170 shares; 2025Q3: 3,770 shares; 2025Q4: 3,962 shares; 2026Q1: 3,727 shares 3,727 $439K 0.05% -235 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,665 shares; 2024Q4: 4,665 shares; 2025Q1: 4,665 shares; 2025Q2: 4,665 shares; 2025Q3: 4,665 shares; 2025Q4: 4,665 shares; 2026Q1: 4,665 shares 4,665 $433K 0.05% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,633 shares; 2024Q4: 23,203 shares; 2025Q1: 14,074 shares; 2025Q2: 10,384 shares; 2025Q3: 10,179 shares; 2025Q4: not reported; 2026Q1: 9,037 shares 9,037 $432K 0.05% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,764 shares; 2025Q3: 3,807 shares; 2025Q4: 3,630 shares; 2026Q1: 3,595 shares 3,595 $426K 0.05% -35 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: 1,316 shares; 2024Q4: 1,434 shares; 2025Q1: 1,698 shares; 2025Q2: 1,729 shares; 2025Q3: 1,825 shares; 2025Q4: 1,751 shares; 2026Q1: 1,804 shares 1,804 $426K 0.05% +53 Timeline IYG 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: 5,654 shares; 2024Q4: 5,617 shares; 2025Q1: 5,747 shares; 2025Q2: 4,609 shares; 2025Q3: 4,609 shares; 2025Q4: 4,941 shares; 2026Q1: 4,874 shares 4,874 $404K 0.04% -67 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,127 shares; 2024Q4: 12,133 shares; 2025Q1: 12,260 shares; 2025Q2: 12,929 shares; 2025Q3: 13,077 shares; 2025Q4: 4,422 shares; 2026Q1: 4,627 shares 4,627 $393K 0.04% +205 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: 1,736 shares; 2024Q4: 1,736 shares; 2025Q1: 1,906 shares; 2025Q2: 1,899 shares; 2025Q3: 1,431 shares; 2025Q4: 2,276 shares; 2026Q1: 3,023 shares 3,023 $387K 0.04% +747 Timeline AAXJ 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: 4,020 shares; 2024Q4: 4,020 shares; 2025Q1: 4,020 shares; 2025Q2: 4,020 shares; 2025Q3: 4,020 shares; 2025Q4: 4,090 shares; 2026Q1: 4,020 shares 4,020 $387K 0.04% -70 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: 1,988 shares; 2024Q4: 1,996 shares; 2025Q1: 2,095 shares; 2025Q2: 2,056 shares; 2025Q3: 2,088 shares; 2025Q4: 1,932 shares; 2026Q1: 1,827 shares 1,827 $384K 0.04% -105 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,057 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,202 shares; 2025Q4: 5,067 shares; 2026Q1: 4,091 shares 4,091 $380K 0.04% -976 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 204 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 201 shares; 2026Q1: 201 shares 201 $379K 0.04% 0 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,736 shares; 2024Q4: 4,736 shares; 2025Q1: 4,736 shares; 2025Q2: 4,736 shares; 2025Q3: 4,736 shares; 2025Q4: 4,736 shares; 2026Q1: 4,736 shares 4,736 $373K 0.04% 0 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: 1,800 shares; 2024Q4: not reported; 2025Q1: 2,038 shares; 2025Q2: 2,092 shares; 2025Q3: 2,991 shares; 2025Q4: 2,788 shares; 2026Q1: 2,015 shares 2,015 $367K 0.04% -773 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: 3,628 shares; 2024Q4: 3,674 shares; 2025Q1: 4,014 shares; 2025Q2: 4,741 shares; 2025Q3: 5,017 shares; 2025Q4: 2,909 shares; 2026Q1: 2,876 shares 2,876 $364K 0.04% -33 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: 7,624 shares; 2024Q4: 5,973 shares; 2025Q1: 6,574 shares; 2025Q2: 7,395 shares; 2025Q3: 7,307 shares; 2025Q4: 6,874 shares; 2026Q1: 7,249 shares 7,249 $364K 0.04% +375 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: 3,095 shares; 2024Q4: 3,315 shares; 2025Q1: 3,135 shares; 2025Q2: 2,416 shares; 2025Q3: 2,130 shares; 2025Q4: 726 shares; 2026Q1: 852 shares 852 $363K 0.04% +126 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: 9,511 shares; 2024Q4: 10,525 shares; 2025Q1: 12,892 shares; 2025Q2: 13,102 shares; 2025Q3: 13,159 shares; 2025Q4: 10,216 shares; 2026Q1: 11,935 shares 11,935 $346K 0.04% +1,719 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: 2,124 shares; 2024Q4: 2,116 shares; 2025Q1: 1,915 shares; 2025Q2: 1,651 shares; 2025Q3: 1,659 shares; 2025Q4: 1,631 shares; 2026Q1: 1,624 shares 1,624 $338K 0.04% -7 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 928 shares; 2025Q1: 994 shares; 2025Q2: 992 shares; 2025Q3: 1,492 shares; 2025Q4: 1,428 shares; 2026Q1: 928 shares 928 $337K 0.04% -500 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: 6,372 shares; 2024Q4: 5,562 shares; 2025Q1: 6,680 shares; 2025Q2: 5,570 shares; 2025Q3: 5,751 shares; 2025Q4: 4,014 shares; 2026Q1: 3,844 shares 3,844 $336K 0.04% -170 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: 539 shares; 2024Q4: 678 shares; 2025Q1: 769 shares; 2025Q2: 900 shares; 2025Q3: 845 shares; 2025Q4: 579 shares; 2026Q1: 593 shares 593 $335K 0.04% +14 Timeline IHF 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: 8,050 shares; 2024Q4: 8,050 shares; 2025Q1: 8,050 shares; 2025Q2: 8,050 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $335K 0.04% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,885 shares; 2024Q4: 6,266 shares; 2025Q1: 6,673 shares; 2025Q2: 6,916 shares; 2025Q3: 7,061 shares; 2025Q4: 2,382 shares; 2026Q1: 2,397 shares 2,397 $334K 0.04% +15 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: 7,704 shares; 2024Q4: 7,406 shares; 2025Q1: 7,877 shares; 2025Q2: 7,294 shares; 2025Q3: 7,352 shares; 2025Q4: 3,068 shares; 2026Q1: 2,571 shares 2,571 $331K 0.04% -497 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,226 shares; 2024Q4: 6,021 shares; 2025Q1: 6,208 shares; 2025Q2: 6,157 shares; 2025Q3: 5,974 shares; 2025Q4: 5,753 shares; 2026Q1: 5,968 shares 5,968 $330K 0.04% +215 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: 973 shares; 2024Q4: 999 shares; 2025Q1: 1,038 shares; 2025Q2: 1,068 shares; 2025Q3: 1,055 shares; 2025Q4: 927 shares; 2026Q1: 921 shares 921 $329K 0.04% -6 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: 1,830 shares; 2024Q4: 1,625 shares; 2025Q1: 9,959 shares; 2025Q2: 9,497 shares; 2025Q3: 9,368 shares; 2025Q4: 7,532 shares; 2026Q1: 1,352 shares 1,352 $329K 0.04% -6,180 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: 98,520 shares; 2024Q4: 101,718 shares; 2025Q1: 100,915 shares; 2025Q2: 79,407 shares; 2025Q3: 56,046 shares; 2025Q4: 19,013 shares; 2026Q1: 10,121 shares 10,121 $324K 0.03% -8,892 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,708 shares; 2024Q4: 4,708 shares; 2025Q1: 4,708 shares; 2025Q2: 4,708 shares; 2025Q3: 4,708 shares; 2025Q4: 4,708 shares; 2026Q1: 4,708 shares 4,708 $315K 0.03% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,460 shares; 2025Q1: 3,430 shares; 2025Q2: 3,552 shares; 2025Q3: 3,689 shares; 2025Q4: 2,346 shares; 2026Q1: 2,348 shares 2,348 $308K 0.03% +2 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,705 shares; 2025Q1: 1,757 shares; 2025Q2: 1,729 shares; 2025Q3: 1,835 shares; 2025Q4: 1,503 shares; 2026Q1: 1,552 shares 1,552 $308K 0.03% +49 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,538 shares; 2024Q4: 14,930 shares; 2025Q1: 15,089 shares; 2025Q2: 14,660 shares; 2025Q3: 13,931 shares; 2025Q4: 1,507 shares; 2026Q1: 1,589 shares 1,589 $297K 0.03% +82 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: 1,509 shares; 2024Q4: 1,443 shares; 2025Q1: 1,728 shares; 2025Q2: 1,570 shares; 2025Q3: 1,601 shares; 2025Q4: 1,326 shares; 2026Q1: 1,525 shares 1,525 $296K 0.03% +199 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,758 shares; 2025Q1: 4,308 shares; 2025Q2: 5,246 shares; 2025Q3: 5,236 shares; 2025Q4: 4,222 shares; 2026Q1: 4,347 shares 4,347 $291K 0.03% +125 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: not reported; 2024Q4: 647 shares; 2025Q1: 735 shares; 2025Q2: 789 shares; 2025Q3: 795 shares; 2025Q4: 695 shares; 2026Q1: 743 shares 743 $290K 0.03% +48 Timeline MGV 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $290K 0.03% 0 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: 3,040 shares; 2024Q4: 3,406 shares; 2025Q1: 3,408 shares; 2025Q2: 3,410 shares; 2025Q3: 3,413 shares; 2025Q4: 2,733 shares; 2026Q1: 2,934 shares 2,934 $285K 0.03% +201 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: 51,669 shares; 2024Q4: 52,155 shares; 2025Q1: 50,453 shares; 2025Q2: 49,323 shares; 2025Q3: 48,325 shares; 2025Q4: 4,583 shares; 2026Q1: 4,082 shares 4,082 $285K 0.03% -501 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: 1,869 shares; 2024Q4: 1,991 shares; 2025Q1: 2,305 shares; 2025Q2: 2,263 shares; 2025Q3: 2,263 shares; 2025Q4: not reported; 2026Q1: 1,293 shares 1,293 $278K 0.03% new 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: 528 shares; 2024Q4: 521 shares; 2025Q1: 604 shares; 2025Q2: 601 shares; 2025Q3: 548 shares; 2025Q4: 517 shares; 2026Q1: 612 shares 612 $273K 0.03% +95 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,268 shares; 2024Q4: 3,776 shares; 2025Q1: 3,776 shares; 2025Q2: 3,080 shares; 2025Q3: 2,660 shares; 2025Q4: 2,803 shares; 2026Q1: 2,823 shares 2,823 $273K 0.03% +20 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,366 shares; 2024Q4: 4,366 shares; 2025Q1: 4,366 shares; 2025Q2: 4,166 shares; 2025Q3: 4,166 shares; 2025Q4: 1,758 shares; 2026Q1: 1,758 shares 1,758 $273K 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,232 shares; 2024Q4: 10,646 shares; 2025Q1: 11,831 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,149 shares 6,149 $271K 0.03% new 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: 1,981 shares; 2024Q4: 1,012 shares; 2025Q1: 1,134 shares; 2025Q2: 1,006 shares; 2025Q3: 1,041 shares; 2025Q4: 952 shares; 2026Q1: 945 shares 945 $271K 0.03% -7 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 2,985 shares; 2025Q1: 2,745 shares; 2025Q2: 2,550 shares; 2025Q3: 2,500 shares; 2025Q4: 2,366 shares; 2026Q1: 2,233 shares 2,233 $270K 0.03% -133 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,813 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,653 shares; 2026Q1: 2,013 shares 2,013 $266K 0.03% +360 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,202 shares; 2025Q3: 1,223 shares; 2025Q4: 1,132 shares; 2026Q1: 1,152 shares 1,152 $265K 0.03% +20 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: 5,791 shares; 2024Q4: 5,791 shares; 2025Q1: 5,291 shares; 2025Q2: 5,611 shares; 2025Q3: 5,276 shares; 2025Q4: 5,276 shares; 2026Q1: 5,285 shares 5,285 $258K 0.03% +9 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,395 shares; 2025Q4: 2,295 shares; 2026Q1: 2,372 shares 2,372 $257K 0.03% +77 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,867 shares; 2024Q4: 12,066 shares; 2025Q1: 11,800 shares; 2025Q2: 11,846 shares; 2025Q3: 11,846 shares; 2025Q4: 10,254 shares; 2026Q1: 10,348 shares 10,348 $256K 0.03% +94 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,492 shares; 2024Q4: 4,492 shares; 2025Q1: 4,492 shares; 2025Q2: 4,492 shares; 2025Q3: 4,492 shares; 2025Q4: 4,492 shares; 2026Q1: 4,492 shares 4,492 $256K 0.03% 0 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: 2,090 shares; 2024Q4: 2,090 shares; 2025Q1: 2,090 shares; 2025Q2: 2,090 shares; 2025Q3: 2,090 shares; 2025Q4: 2,090 shares; 2026Q1: 2,090 shares 2,090 $253K 0.03% 0 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: 3,635 shares; 2024Q4: 3,331 shares; 2025Q1: 3,388 shares; 2025Q2: 3,334 shares; 2025Q3: 3,229 shares; 2025Q4: 685 shares; 2026Q1: 723 shares 723 $248K 0.03% +38 Timeline IBB 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: 1,880 shares; 2024Q4: 2,004 shares; 2025Q1: 1,909 shares; 2025Q2: 1,609 shares; 2025Q3: 1,609 shares; 2025Q4: 1,446 shares; 2026Q1: 1,446 shares 1,446 $244K 0.03% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,688 shares; 2025Q3: 2,799 shares; 2025Q4: 2,250 shares; 2026Q1: 2,589 shares 2,589 $243K 0.03% +339 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: 3,122 shares; 2024Q4: 3,162 shares; 2025Q1: 3,183 shares; 2025Q2: 3,116 shares; 2025Q3: 3,104 shares; 2025Q4: 679 shares; 2026Q1: 717 shares 717 $243K 0.03% +38 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,885 shares; 2026Q1: 1,850 shares 1,850 $243K 0.03% -35 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: 3,381 shares; 2024Q4: 3,381 shares; 2025Q1: 3,381 shares; 2025Q2: 2,745 shares; 2025Q3: 3,506 shares; 2025Q4: not reported; 2026Q1: 3,297 shares 3,297 $243K 0.03% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,332 shares; 2025Q3: 4,378 shares; 2025Q4: not reported; 2026Q1: 1,748 shares 1,748 $238K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,907 shares; 2025Q2: 1,952 shares; 2025Q3: 2,023 shares; 2025Q4: 1,757 shares; 2026Q1: 1,787 shares 1,787 $234K 0.03% +30 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 718 shares 718 $231K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,158 shares; 2026Q1: 1,080 shares 1,080 $228K 0.02% -78 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: 1,757 shares; 2024Q4: 1,742 shares; 2025Q1: 1,551 shares; 2025Q2: 1,551 shares; 2025Q3: 1,551 shares; 2025Q4: 1,551 shares; 2026Q1: 1,551 shares 1,551 $226K 0.02% 0 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: not reported; 2025Q4: not reported; 2026Q1: 2,009 shares 2,009 $226K 0.02% new 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: 6,483 shares; 2024Q4: 7,148 shares; 2025Q1: 5,848 shares; 2025Q2: 7,112 shares; 2025Q3: 6,487 shares; 2025Q4: not reported; 2026Q1: 7,829 shares 7,829 $225K 0.02% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 490 shares; 2025Q4: 460 shares; 2026Q1: 472 shares 472 $223K 0.02% +12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,083 shares; 2026Q1: 1,127 shares 1,127 $223K 0.02% +44 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: 4,661 shares; 2024Q4: 4,891 shares; 2025Q1: not reported; 2025Q2: 4,685 shares; 2025Q3: 4,992 shares; 2025Q4: 4,279 shares; 2026Q1: 4,193 shares 4,193 $220K 0.02% -86 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,380 shares; 2024Q4: 66,331 shares; 2025Q1: 59,638 shares; 2025Q2: 59,577 shares; 2025Q3: 62,455 shares; 2025Q4: not reported; 2026Q1: 4,216 shares 4,216 $219K 0.02% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,651 shares; 2025Q3: 1,818 shares; 2025Q4: 1,599 shares; 2026Q1: 1,594 shares 1,594 $219K 0.02% -5 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: 898 shares; 2024Q4: 899 shares; 2025Q1: 922 shares; 2025Q2: 947 shares; 2025Q3: 950 shares; 2025Q4: not reported; 2026Q1: 396 shares 396 $217K 0.02% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 660 shares 660 $217K 0.02% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: not reported; 2025Q1: 3,809 shares; 2025Q2: 4,031 shares; 2025Q3: 4,247 shares; 2025Q4: 3,078 shares; 2026Q1: 2,979 shares 2,979 $214K 0.02% -99 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: 2,127 shares; 2024Q4: 2,138 shares; 2025Q1: 2,141 shares; 2025Q2: 2,145 shares; 2025Q3: 3,067 shares; 2025Q4: 553 shares; 2026Q1: 594 shares 594 $212K 0.02% +41 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,858 shares; 2026Q1: 3,281 shares 3,281 $210K 0.02% -577 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,118 shares 2,118 $206K 0.02% new 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: not reported; 2026Q1: 1,769 shares 1,769 $204K 0.02% new Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,473 shares; 2026Q1: 3,473 shares 3,473 $202K 0.02% 0 Timeline GOOD GLADSTONE COMMERCIAL CORP More: the full row for GLADSTONE COMMERCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,535 shares; 2024Q4: 13,535 shares; 2025Q1: 13,535 shares; 2025Q2: 14,535 shares; 2025Q3: 20,535 shares; 2025Q4: 20,535 shares; 2026Q1: 13,535 shares 13,535 $155K 0.02% -7,000 Timeline INTZ INTRUSION INC More: the full row for INTRUSION 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: 35,150 shares; 2025Q3: 35,150 shares; 2025Q4: 158,890 shares; 2026Q1: 158,890 shares 158,890 $130K 0.01% 0 Timeline