LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,081 shares; 2024Q4: 185,081 shares; 2025Q1: 181,219 shares; 2025Q2: 181,586 shares; 2025Q3: 177,727 shares; 2025Q4: 168,330 shares; 2026Q1: 165,792 shares 165,792 $76.9M 8.77% -2,538 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,322 shares; 2024Q4: 106,259 shares; 2025Q1: 108,353 shares; 2025Q2: 111,335 shares; 2025Q3: 304,809 shares; 2025Q4: 301,690 shares; 2026Q1: 299,636 shares 299,636 $76M 8.67% -2,054 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,152 shares; 2024Q4: not reported; 2025Q1: 130,164 shares; 2025Q2: 142,741 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,073,839 shares 2,073,839 $57.8M 6.58% new 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: 8,948 shares; 2024Q4: not reported; 2025Q1: 6,964 shares; 2025Q2: 5,841 shares; 2025Q3: 38,635 shares; 2025Q4: 49,954 shares; 2026Q1: 48,141 shares 48,141 $31.3M 3.57% -1,813 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,025 shares; 2026Q1: 409,040 shares 409,040 $29.4M 3.35% +406,015 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: 13,838 shares; 2024Q4: 32,967 shares; 2025Q1: 29,963 shares; 2025Q2: 26,117 shares; 2025Q3: 138,757 shares; 2025Q4: 138,372 shares; 2026Q1: 135,004 shares 135,004 $28.1M 3.21% -3,368 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: 85,324 shares; 2024Q4: 86,992 shares; 2025Q1: 82,982 shares; 2025Q2: 80,455 shares; 2025Q3: 80,072 shares; 2025Q4: 78,793 shares; 2026Q1: 57,140 shares 57,140 $27.4M 3.12% -21,653 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 519,605 shares 519,605 $23.9M 2.73% new 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: 22,386 shares; 2024Q4: 23,964 shares; 2025Q1: 24,483 shares; 2025Q2: 32,971 shares; 2025Q3: 128,244 shares; 2025Q4: 128,133 shares; 2026Q1: 131,925 shares 131,925 $23M 2.62% +3,792 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 769,719 shares 769,719 $20.2M 2.3% new Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 357,357 shares; 2026Q1: 508,913 shares 508,913 $20M 2.28% +151,556 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: 7,144 shares; 2024Q4: 13,253 shares; 2025Q1: 17,887 shares; 2025Q2: 4,198 shares; 2025Q3: not reported; 2025Q4: 174,258 shares; 2026Q1: 286,089 shares 286,089 $18.3M 2.09% +111,831 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: 2,340 shares; 2024Q4: not reported; 2025Q1: 83,262 shares; 2025Q2: 67,103 shares; 2025Q3: not reported; 2025Q4: 63,812 shares; 2026Q1: 62,645 shares 62,645 $16.4M 1.87% -1,167 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: 22,911 shares; 2024Q4: 31,646 shares; 2025Q1: 29,590 shares; 2025Q2: 26,427 shares; 2025Q3: 40,408 shares; 2025Q4: 36,579 shares; 2026Q1: 38,683 shares 38,683 $14.3M 1.63% +2,104 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: 20,132 shares; 2024Q4: 101,735 shares; 2025Q1: 83,163 shares; 2025Q2: 68,867 shares; 2025Q3: 266,586 shares; 2025Q4: 265,583 shares; 2026Q1: 265,118 shares 265,118 $12.9M 1.47% -465 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 595,340 shares; 2026Q1: 504,798 shares 504,798 $12.7M 1.44% -90,542 Timeline IDEV 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: 195,417 shares; 2026Q1: 147,898 shares 147,898 $12.4M 1.41% -47,519 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: 60,496 shares; 2026Q1: 59,575 shares 59,575 $11.4M 1.3% -921 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,231 shares; 2024Q4: 10,119 shares; 2025Q1: 9,366 shares; 2025Q2: 9,685 shares; 2025Q3: 9,880 shares; 2025Q4: 10,151 shares; 2026Q1: 10,935 shares 10,935 $10.9M 1.24% +784 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: 2,139 shares; 2024Q4: 2,329 shares; 2025Q1: 2,274 shares; 2025Q2: 4,614 shares; 2025Q3: 23,008 shares; 2025Q4: 22,941 shares; 2026Q1: 18,713 shares 18,713 $10.7M 1.22% -4,228 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: 38,631 shares; 2024Q4: 51,135 shares; 2025Q1: 71,119 shares; 2025Q2: 64,513 shares; 2025Q3: 68,004 shares; 2025Q4: 63,242 shares; 2026Q1: 61,124 shares 61,124 $10.4M 1.18% -2,118 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 196,616 shares; 2026Q1: 167,127 shares 167,127 $10.2M 1.17% -29,489 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 386,452 shares; 2025Q2: 269,270 shares; 2025Q3: not reported; 2025Q4: 225,335 shares; 2026Q1: 226,739 shares 226,739 $10.2M 1.17% +1,404 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,812 shares; 2025Q4: 95,253 shares; 2026Q1: 93,052 shares 93,052 $9.29M 1.06% -2,201 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,579 shares 104,579 $8.43M 0.96% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 694,311 shares; 2025Q2: 462,344 shares; 2025Q3: 365,418 shares; 2025Q4: not reported; 2026Q1: 365,979 shares 365,979 $8.38M 0.96% new 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: 13,414 shares; 2024Q4: 32,626 shares; 2025Q1: 27,857 shares; 2025Q2: 32,993 shares; 2025Q3: 36,236 shares; 2025Q4: 26,335 shares; 2026Q1: 25,109 shares 25,109 $7.77M 0.89% -1,226 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: 3,034 shares; 2024Q4: 13,397 shares; 2025Q1: 13,154 shares; 2025Q2: 13,168 shares; 2025Q3: not reported; 2025Q4: 21,241 shares; 2026Q1: 20,620 shares 20,620 $6.62M 0.75% -621 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,200 shares; 2024Q4: 76,125 shares; 2025Q1: 75,669 shares; 2025Q2: 141,350 shares; 2025Q3: 138,985 shares; 2025Q4: 139,030 shares; 2026Q1: 138,361 shares 138,361 $6.42M 0.73% -669 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,787 shares; 2025Q2: 141,748 shares; 2025Q3: not reported; 2025Q4: 120,549 shares; 2026Q1: 122,045 shares 122,045 $6.37M 0.73% +1,496 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: 25,972 shares; 2024Q4: 24,549 shares; 2025Q1: 24,706 shares; 2025Q2: 24,672 shares; 2025Q3: 21,524 shares; 2025Q4: 21,511 shares; 2026Q1: 21,632 shares 21,632 $6.14M 0.7% +121 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: 4,864 shares; 2024Q4: 17,576 shares; 2025Q1: 16,178 shares; 2025Q2: 15,124 shares; 2025Q3: 16,984 shares; 2025Q4: 17,644 shares; 2026Q1: 19,789 shares 19,789 $5.98M 0.68% +2,145 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,066 shares; 2026Q1: 69,882 shares 69,882 $5.93M 0.68% +64,816 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: 6,769 shares; 2024Q4: 23,003 shares; 2025Q1: 20,659 shares; 2025Q2: 17,904 shares; 2025Q3: 20,159 shares; 2025Q4: 20,318 shares; 2026Q1: 19,356 shares 19,356 $5.69M 0.65% -962 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: 9,656 shares; 2024Q4: not reported; 2025Q1: 301,098 shares; 2025Q2: 242,746 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 220,341 shares 220,341 $5.65M 0.64% new 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: 2,393 shares; 2024Q4: 2,661 shares; 2025Q1: 2,596 shares; 2025Q2: 3,390 shares; 2025Q3: not reported; 2025Q4: 9,473 shares; 2026Q1: 9,743 shares 9,743 $5.62M 0.64% +270 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,453 shares; 2024Q4: 60,453 shares; 2025Q1: 60,453 shares; 2025Q2: 60,476 shares; 2025Q3: 60,570 shares; 2025Q4: 60,756 shares; 2026Q1: 60,761 shares 60,761 $5.09M 0.58% +5 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,841 shares; 2025Q2: 73,494 shares; 2025Q3: not reported; 2025Q4: 52,918 shares; 2026Q1: 49,933 shares 49,933 $4.83M 0.55% -2,985 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: 6,287 shares; 2024Q4: 5,925 shares; 2025Q1: 5,963 shares; 2025Q2: 5,974 shares; 2025Q3: 5,226 shares; 2025Q4: 5,200 shares; 2026Q1: 5,273 shares 5,273 $4.6M 0.52% +73 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,440 shares 76,440 $4.23M 0.48% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,939 shares; 2024Q4: 96,986 shares; 2025Q1: 97,479 shares; 2025Q2: 97,361 shares; 2025Q3: 97,280 shares; 2025Q4: 97,610 shares; 2026Q1: 99,374 shares 99,374 $4.14M 0.47% +1,764 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: 5,502 shares; 2024Q4: 26,055 shares; 2025Q1: 23,693 shares; 2025Q2: 17,194 shares; 2025Q3: 18,205 shares; 2025Q4: 18,611 shares; 2026Q1: 18,627 shares 18,627 $4.05M 0.46% +16 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: 5,455 shares; 2024Q4: 5,455 shares; 2025Q1: 5,227 shares; 2025Q2: 5,058 shares; 2025Q3: 5,184 shares; 2025Q4: 5,180 shares; 2026Q1: 5,165 shares 5,165 $3.66M 0.42% -15 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,437 shares; 2024Q4: 48,662 shares; 2025Q1: 56,779 shares; 2025Q2: 74,292 shares; 2025Q3: 123,742 shares; 2025Q4: not reported; 2026Q1: 86,635 shares 86,635 $3.6M 0.41% new 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: 2,540 shares; 2024Q4: 28,595 shares; 2025Q1: 24,423 shares; 2025Q2: 22,371 shares; 2025Q3: 21,170 shares; 2025Q4: 21,538 shares; 2026Q1: 21,203 shares 21,203 $3.49M 0.4% -335 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,664 shares; 2025Q2: 31,142 shares; 2025Q3: 32,683 shares; 2025Q4: 20,523 shares; 2026Q1: 16,101 shares 16,101 $3.44M 0.39% -4,422 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: 2,181 shares; 2024Q4: 10,370 shares; 2025Q1: 9,144 shares; 2025Q2: 9,200 shares; 2025Q3: 9,193 shares; 2025Q4: 8,849 shares; 2026Q1: 9,827 shares 9,827 $3.23M 0.37% +978 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,951 shares; 2024Q4: not reported; 2025Q1: 60,837 shares; 2025Q2: 66,834 shares; 2025Q3: not reported; 2025Q4: 82,890 shares; 2026Q1: 65,982 shares 65,982 $3.23M 0.37% -16,908 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,741 shares; 2024Q4: 4,741 shares; 2025Q1: 5,362 shares; 2025Q2: 5,332 shares; 2025Q3: 5,379 shares; 2025Q4: 5,360 shares; 2026Q1: 5,331 shares 5,331 $3.14M 0.36% -29 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: not reported; 2024Q4: 9,984 shares; 2025Q1: 8,702 shares; 2025Q2: 8,017 shares; 2025Q3: 8,565 shares; 2025Q4: 8,690 shares; 2026Q1: 9,498 shares 9,498 $3.12M 0.36% +808 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,753 shares; 2026Q1: 25,064 shares 25,064 $3.12M 0.36% +15,311 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79,903 shares; 2025Q2: 79,903 shares; 2025Q3: 79,903 shares; 2025Q4: 109,176 shares; 2026Q1: 79,903 shares 79,903 $3.11M 0.35% -29,273 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: 3,225 shares; 2024Q4: 3,483 shares; 2025Q1: 3,355 shares; 2025Q2: 2,956 shares; 2025Q3: 3,460 shares; 2025Q4: 3,364 shares; 2026Q1: 3,260 shares 3,260 $3M 0.34% -104 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: 750 shares; 2024Q4: not reported; 2025Q1: 2,572 shares; 2025Q2: 1,950 shares; 2025Q3: 2,238 shares; 2025Q4: 2,874 shares; 2026Q1: 4,493 shares 4,493 $2.93M 0.33% +1,619 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,161 shares; 2025Q1: 43,066 shares; 2025Q2: 36,540 shares; 2025Q3: 33,555 shares; 2025Q4: 29,520 shares; 2026Q1: 22,528 shares 22,528 $2.85M 0.32% -6,992 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: 7,489 shares; 2024Q4: 12,146 shares; 2025Q1: 12,486 shares; 2025Q2: 9,779 shares; 2025Q3: 13,948 shares; 2025Q4: 10,809 shares; 2026Q1: 13,701 shares 13,701 $2.83M 0.32% +2,892 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 117,051 shares; 2025Q2: 97,978 shares; 2025Q3: not reported; 2025Q4: 91,628 shares; 2026Q1: 87,706 shares 87,706 $2.72M 0.31% -3,922 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: 1,119 shares; 2024Q4: 1,327 shares; 2025Q1: 1,530 shares; 2025Q2: 6,948 shares; 2025Q3: 7,821 shares; 2025Q4: 7,920 shares; 2026Q1: 7,658 shares 7,658 $2.62M 0.3% -262 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,217 shares; 2025Q1: 43,117 shares; 2025Q2: 38,925 shares; 2025Q3: 36,022 shares; 2025Q4: 37,489 shares; 2026Q1: 35,319 shares 35,319 $2.56M 0.29% -2,170 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: not reported; 2024Q4: 25,353 shares; 2025Q1: 35,751 shares; 2025Q2: 44,281 shares; 2025Q3: 47,637 shares; 2025Q4: 44,825 shares; 2026Q1: 44,983 shares 44,983 $2.55M 0.29% +158 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: not reported; 2024Q4: not reported; 2025Q1: 19,428 shares; 2025Q2: 19,200 shares; 2025Q3: 19,775 shares; 2025Q4: 38,400 shares; 2026Q1: 38,601 shares 38,601 $2.36M 0.27% +201 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: 20,544 shares; 2026Q1: 20,481 shares 20,481 $2.36M 0.27% -63 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,022 shares; 2025Q1: 13,704 shares; 2025Q2: 11,654 shares; 2025Q3: 11,746 shares; 2025Q4: 11,919 shares; 2026Q1: 11,290 shares 11,290 $2.34M 0.27% -629 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,287 shares 45,287 $2.25M 0.26% new 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: 7,643 shares; 2024Q4: not reported; 2025Q1: 13,137 shares; 2025Q2: 9,200 shares; 2025Q3: not reported; 2025Q4: 93,415 shares; 2026Q1: 89,195 shares 89,195 $2.21M 0.25% -4,220 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 534 shares; 2024Q4: not reported; 2025Q1: 5,240 shares; 2025Q2: 4,719 shares; 2025Q3: 4,988 shares; 2025Q4: 5,157 shares; 2026Q1: 5,047 shares 5,047 $2.15M 0.24% -110 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,060 shares; 2025Q1: 34,397 shares; 2025Q2: 23,338 shares; 2025Q3: 21,833 shares; 2025Q4: 24,178 shares; 2026Q1: 22,651 shares 22,651 $2.1M 0.24% -1,527 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: 540 shares; 2024Q4: 647 shares; 2025Q1: 639 shares; 2025Q2: 2,454 shares; 2025Q3: 2,875 shares; 2025Q4: 3,012 shares; 2026Q1: 3,378 shares 3,378 $2.04M 0.23% +366 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,668 shares; 2025Q1: 8,242 shares; 2025Q2: 6,587 shares; 2025Q3: 6,257 shares; 2025Q4: 6,304 shares; 2026Q1: 6,241 shares 6,241 $2M 0.23% -63 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: 8,013 shares; 2024Q4: 8,013 shares; 2025Q1: 7,969 shares; 2025Q2: 7,969 shares; 2025Q3: 8,879 shares; 2025Q4: 9,192 shares; 2026Q1: 9,192 shares 9,192 $1.96M 0.22% 0 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: 7,947 shares; 2024Q4: 29,062 shares; 2025Q1: 25,473 shares; 2025Q2: 19,490 shares; 2025Q3: 19,200 shares; 2025Q4: 19,625 shares; 2026Q1: 18,807 shares 18,807 $1.93M 0.22% -818 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: not reported; 2024Q4: 23,092 shares; 2025Q1: 19,847 shares; 2025Q2: 15,799 shares; 2025Q3: 14,526 shares; 2025Q4: 14,390 shares; 2026Q1: 14,063 shares 14,063 $1.93M 0.22% -327 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: 3,341 shares; 2024Q4: 3,468 shares; 2025Q1: 3,774 shares; 2025Q2: 4,076 shares; 2025Q3: 4,742 shares; 2025Q4: 2,442 shares; 2026Q1: 5,155 shares 5,155 $1.92M 0.22% +2,713 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,786 shares; 2025Q4: 4,888 shares; 2026Q1: 5,585 shares 5,585 $1.89M 0.22% +697 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,852 shares; 2024Q4: 41,277 shares; 2025Q1: 41,277 shares; 2025Q2: 41,060 shares; 2025Q3: 41,098 shares; 2025Q4: 41,167 shares; 2026Q1: 40,990 shares 40,990 $1.88M 0.21% -177 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,257 shares; 2025Q1: 28,257 shares; 2025Q2: 28,257 shares; 2025Q3: 28,257 shares; 2025Q4: 28,257 shares; 2026Q1: 28,257 shares 28,257 $1.76M 0.2% 0 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: 8,793 shares; 2024Q4: 9,046 shares; 2025Q1: 8,560 shares; 2025Q2: 8,117 shares; 2025Q3: 9,928 shares; 2025Q4: 10,043 shares; 2026Q1: 7,128 shares 7,128 $1.74M 0.2% -2,915 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,044 shares; 2025Q3: 1,161 shares; 2025Q4: 1,173 shares; 2026Q1: 1,143 shares 1,143 $1.68M 0.19% -30 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 969 shares; 2025Q1: 1,116 shares; 2025Q2: 1,253 shares; 2025Q3: 1,246 shares; 2025Q4: 1,229 shares; 2026Q1: 1,231 shares 1,231 $1.63M 0.19% +2 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,668 shares; 2025Q2: 17,049 shares; 2025Q3: not reported; 2025Q4: 15,149 shares; 2026Q1: 14,114 shares 14,114 $1.62M 0.18% -1,035 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,627 shares; 2025Q3: 2,835 shares; 2025Q4: 3,639 shares; 2026Q1: 3,659 shares 3,659 $1.59M 0.18% +20 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,681 shares; 2025Q1: 46,710 shares; 2025Q2: 39,359 shares; 2025Q3: 35,256 shares; 2025Q4: 35,425 shares; 2026Q1: 34,964 shares 34,964 $1.58M 0.18% -461 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,758 shares; 2024Q4: 40,758 shares; 2025Q1: 38,428 shares; 2025Q2: 37,528 shares; 2025Q3: not reported; 2025Q4: 35,286 shares; 2026Q1: 34,667 shares 34,667 $1.58M 0.18% -619 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,989 shares; 2025Q1: 19,579 shares; 2025Q2: 17,651 shares; 2025Q3: 16,935 shares; 2025Q4: 17,206 shares; 2026Q1: 16,756 shares 16,756 $1.54M 0.18% -450 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: 714 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,953 shares; 2025Q4: 2,879 shares; 2026Q1: 4,239 shares 4,239 $1.51M 0.17% +1,360 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,912 shares; 2024Q4: not reported; 2025Q1: 55,649 shares; 2025Q2: 52,689 shares; 2025Q3: not reported; 2025Q4: 48,943 shares; 2026Q1: 51,760 shares 51,760 $1.51M 0.17% +2,817 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: 1,224 shares; 2024Q4: 1,591 shares; 2025Q1: 1,363 shares; 2025Q2: 1,177 shares; 2025Q3: 1,619 shares; 2025Q4: 6,493 shares; 2026Q1: 6,120 shares 6,120 $1.49M 0.17% -373 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,267 shares; 2025Q1: 6,267 shares; 2025Q2: 13,899 shares; 2025Q3: 14,805 shares; 2025Q4: 14,676 shares; 2026Q1: 14,443 shares 14,443 $1.48M 0.17% -233 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,725 shares; 2025Q2: not reported; 2025Q3: 3,859 shares; 2025Q4: 3,819 shares; 2026Q1: 11,797 shares 11,797 $1.45M 0.17% +7,978 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: 2 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.16% 0 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: 14,219 shares; 2024Q4: not reported; 2025Q1: 14,219 shares; 2025Q2: 12,019 shares; 2025Q3: 12,025 shares; 2025Q4: 3,607 shares; 2026Q1: 3,242 shares 3,242 $1.38M 0.16% -365 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,605 shares; 2025Q2: 8,465 shares; 2025Q3: 8,972 shares; 2025Q4: 9,107 shares; 2026Q1: 9,380 shares 9,380 $1.36M 0.16% +273 Timeline SCHV 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: 26,503 shares; 2024Q4: not reported; 2025Q1: 68,438 shares; 2025Q2: 57,401 shares; 2025Q3: not reported; 2025Q4: 45,641 shares; 2026Q1: 43,831 shares 43,831 $1.34M 0.15% -1,810 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: 51,922 shares; 2024Q4: 52,588 shares; 2025Q1: 56,855 shares; 2025Q2: 54,716 shares; 2025Q3: 63,994 shares; 2025Q4: 53,614 shares; 2026Q1: 47,318 shares 47,318 $1.33M 0.15% -6,296 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,704 shares; 2024Q4: 11,929 shares; 2025Q1: 6,357 shares; 2025Q2: 12,035 shares; 2025Q3: 13,380 shares; 2025Q4: 9,825 shares; 2026Q1: 10,385 shares 10,385 $1.29M 0.15% +560 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,580 shares; 2025Q2: 8,580 shares; 2025Q3: 8,619 shares; 2025Q4: 8,596 shares; 2026Q1: 8,580 shares 8,580 $1.26M 0.14% -16 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,125 shares; 2025Q1: 1,205 shares; 2025Q2: 4,847 shares; 2025Q3: 5,196 shares; 2025Q4: 5,481 shares; 2026Q1: 5,422 shares 5,422 $1.22M 0.14% -59 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: not reported; 2024Q4: 18,713 shares; 2025Q1: 16,109 shares; 2025Q2: 12,334 shares; 2025Q3: 11,423 shares; 2025Q4: 10,638 shares; 2026Q1: 10,236 shares 10,236 $1.21M 0.14% -402 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,083 shares 4,083 $1.21M 0.14% new 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: 1,176 shares; 2024Q4: 1,176 shares; 2025Q1: 1,207 shares; 2025Q2: 1,207 shares; 2025Q3: not reported; 2025Q4: 1,438 shares; 2026Q1: 5,401 shares 5,401 $1.16M 0.13% +3,963 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: 1,232 shares; 2024Q4: 1,744 shares; 2025Q1: 1,744 shares; 2025Q2: 2,186 shares; 2025Q3: 2,338 shares; 2025Q4: 2,019 shares; 2026Q1: 2,385 shares 2,385 $1.1M 0.13% +366 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: 6,359 shares; 2024Q4: 6,282 shares; 2025Q1: 6,556 shares; 2025Q2: 6,681 shares; 2025Q3: 8,269 shares; 2025Q4: 7,960 shares; 2026Q1: 7,606 shares 7,606 $1.1M 0.13% -354 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: 3,684 shares; 2024Q4: 4,365 shares; 2025Q1: 5,192 shares; 2025Q2: 5,188 shares; 2025Q3: 6,040 shares; 2025Q4: 6,072 shares; 2026Q1: 5,660 shares 5,660 $1.09M 0.12% -412 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,826 shares; 2024Q4: 8,756 shares; 2025Q1: 9,901 shares; 2025Q2: 11,615 shares; 2025Q3: 10,943 shares; 2025Q4: 12,674 shares; 2026Q1: 14,388 shares 14,388 $1.08M 0.12% +1,714 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: 2,865 shares; 2024Q4: 3,279 shares; 2025Q1: 3,132 shares; 2025Q2: 3,020 shares; 2025Q3: 3,560 shares; 2025Q4: 4,238 shares; 2026Q1: 4,729 shares 4,729 $1.07M 0.12% +491 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR 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: 9,415 shares; 2025Q3: 10,406 shares; 2025Q4: 10,880 shares; 2026Q1: 10,668 shares 10,668 $1.07M 0.12% -212 Timeline RAUS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,015 shares 41,015 $1.04M 0.12% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,399 shares; 2024Q4: 11,835 shares; 2025Q1: 11,614 shares; 2025Q2: 11,045 shares; 2025Q3: 11,390 shares; 2025Q4: 10,632 shares; 2026Q1: 5,341 shares 5,341 $1.04M 0.12% -5,291 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,910 shares; 2024Q4: 25,910 shares; 2025Q1: 25,910 shares; 2025Q2: 25,961 shares; 2025Q3: 26,167 shares; 2025Q4: 65,510 shares; 2026Q1: 65,003 shares 65,003 $1.02M 0.12% -507 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,587 shares; 2026Q1: 3,533 shares 3,533 $986K 0.11% -54 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: 1,276 shares; 2024Q4: 1,338 shares; 2025Q1: 1,316 shares; 2025Q2: 1,547 shares; 2025Q3: 1,998 shares; 2025Q4: 2,056 shares; 2026Q1: 1,912 shares 1,912 $955K 0.11% -144 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 2,288 shares; 2025Q1: 2,013 shares; 2025Q2: 2,023 shares; 2025Q3: 2,266 shares; 2025Q4: 2,271 shares; 2026Q1: 2,255 shares 2,255 $940K 0.11% -16 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: 5,625 shares; 2024Q4: 6,027 shares; 2025Q1: 5,941 shares; 2025Q2: 8,034 shares; 2025Q3: 9,415 shares; 2025Q4: 8,305 shares; 2026Q1: 6,347 shares 6,347 $934K 0.11% -1,958 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,020 shares; 2025Q3: 20,020 shares; 2025Q4: 20,020 shares; 2026Q1: 20,020 shares 20,020 $925K 0.11% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,057 shares; 2025Q4: 10,360 shares; 2026Q1: 10,380 shares 10,380 $900K 0.1% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,810 shares; 2026Q1: 2,949 shares 2,949 $891K 0.1% -861 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 2,944 shares; 2025Q1: 3,708 shares; 2025Q2: 3,878 shares; 2025Q3: 3,991 shares; 2025Q4: 4,504 shares; 2026Q1: 3,568 shares 3,568 $882K 0.1% -936 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: 4,800 shares; 2024Q4: 5,238 shares; 2025Q1: 5,234 shares; 2025Q2: 5,160 shares; 2025Q3: 6,107 shares; 2025Q4: 6,038 shares; 2026Q1: 6,844 shares 6,844 $881K 0.1% +806 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: 5,387 shares; 2024Q4: 7,863 shares; 2025Q1: 3,560 shares; 2025Q2: 3,658 shares; 2025Q3: 4,092 shares; 2025Q4: 4,077 shares; 2026Q1: 4,101 shares 4,101 $834K 0.1% +24 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: 894 shares; 2024Q4: 2,173 shares; 2025Q1: 2,249 shares; 2025Q2: 2,112 shares; 2025Q3: 2,580 shares; 2025Q4: 2,596 shares; 2026Q1: 2,568 shares 2,568 $817K 0.09% -28 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,117 shares; 2025Q1: 4,971 shares; 2025Q2: 4,971 shares; 2025Q3: not reported; 2025Q4: 4,981 shares; 2026Q1: 9,181 shares 9,181 $814K 0.09% +4,200 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,585 shares; 2024Q4: 5,772 shares; 2025Q1: 5,845 shares; 2025Q2: 5,846 shares; 2025Q3: 5,673 shares; 2025Q4: 5,674 shares; 2026Q1: 5,685 shares 5,685 $810K 0.09% +11 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: 814 shares; 2024Q4: 2,106 shares; 2025Q1: 2,747 shares; 2025Q2: 2,747 shares; 2025Q3: not reported; 2025Q4: 2,747 shares; 2026Q1: 2,805 shares 2,805 $806K 0.09% +58 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 1,411 shares 1,411 $793K 0.09% new 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: 6,866 shares; 2026Q1: 8,003 shares 8,003 $777K 0.09% +1,137 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: 2,271 shares; 2024Q4: 4,074 shares; 2025Q1: 4,202 shares; 2025Q2: 3,391 shares; 2025Q3: 4,977 shares; 2025Q4: 4,521 shares; 2026Q1: 4,818 shares 4,818 $769K 0.09% +297 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,975 shares; 2025Q1: 4,745 shares; 2025Q2: 3,886 shares; 2025Q3: 3,886 shares; 2025Q4: 4,057 shares; 2026Q1: 3,936 shares 3,936 $755K 0.09% -121 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: 7,791 shares; 2024Q4: 8,572 shares; 2025Q1: 8,671 shares; 2025Q2: 9,349 shares; 2025Q3: 10,657 shares; 2025Q4: 10,394 shares; 2026Q1: 9,879 shares 9,879 $751K 0.09% -515 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,686 shares 3,686 $749K 0.09% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 2,096 shares; 2025Q1: 2,097 shares; 2025Q2: 2,103 shares; 2025Q3: 2,109 shares; 2025Q4: 1,605 shares; 2026Q1: 1,616 shares 1,616 $748K 0.09% +11 Timeline FNDC 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: 24,244 shares; 2024Q4: not reported; 2025Q1: 21,623 shares; 2025Q2: 21,835 shares; 2025Q3: not reported; 2025Q4: 21,339 shares; 2026Q1: 16,070 shares 16,070 $745K 0.08% -5,269 Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,692 shares; 2024Q4: 51,257 shares; 2025Q1: 62,184 shares; 2025Q2: 69,301 shares; 2025Q3: 92,270 shares; 2025Q4: not reported; 2026Q1: 175,170 shares 175,170 $743K 0.08% new Timeline ISTR INVESTAR HOLDING CORP More: the full row for INVESTAR HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,060 shares 27,060 $738K 0.08% new Timeline BHST BIOHARVEST SCIENCES INC More: the full row for BIOHARVEST SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,271 shares; 2025Q1: 44,391 shares; 2025Q2: 21,648 shares; 2025Q3: 168,013 shares; 2025Q4: 34,928 shares; 2026Q1: 168,013 shares 168,013 $729K 0.08% +133,085 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: 4,704 shares; 2024Q4: 5,083 shares; 2025Q1: 4,622 shares; 2025Q2: 4,614 shares; 2025Q3: 6,716 shares; 2025Q4: 8,676 shares; 2026Q1: 4,634 shares 4,634 $720K 0.08% -4,042 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,201 shares; 2024Q4: 4,914 shares; 2025Q1: 5,197 shares; 2025Q2: 8,598 shares; 2025Q3: 4,731 shares; 2025Q4: not reported; 2026Q1: 3,430 shares 3,430 $707K 0.08% new 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: 1,114 shares; 2024Q4: 1,843 shares; 2025Q1: 1,656 shares; 2025Q2: 1,656 shares; 2025Q3: 2,688 shares; 2025Q4: 2,752 shares; 2026Q1: 2,824 shares 2,824 $700K 0.08% +72 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: 1,243 shares; 2025Q1: 1,243 shares; 2025Q2: 1,075 shares; 2025Q3: 1,250 shares; 2025Q4: 1,461 shares; 2026Q1: 1,426 shares 1,426 $675K 0.08% -35 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: 5,467 shares; 2024Q4: 5,013 shares; 2025Q1: 5,145 shares; 2025Q2: 6,899 shares; 2025Q3: 7,325 shares; 2025Q4: not reported; 2026Q1: 7,206 shares 7,206 $646K 0.07% new 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: 2,051 shares; 2024Q4: 2,253 shares; 2025Q1: 2,754 shares; 2025Q2: 2,847 shares; 2025Q3: 3,750 shares; 2025Q4: 4,134 shares; 2026Q1: 3,904 shares 3,904 $646K 0.07% -230 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: 1,228 shares; 2024Q4: 2,536 shares; 2025Q1: 2,576 shares; 2025Q2: 2,159 shares; 2025Q3: 2,761 shares; 2025Q4: 2,645 shares; 2026Q1: 2,611 shares 2,611 $633K 0.07% -34 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,912 shares 11,912 $626K 0.07% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly 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: 491 shares 491 $619K 0.07% new 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: 3,802 shares; 2024Q4: 3,802 shares; 2025Q1: 3,802 shares; 2025Q2: 3,658 shares; 2025Q3: not reported; 2025Q4: 1,954 shares; 2026Q1: 1,954 shares 1,954 $613K 0.07% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,201 shares; 2025Q1: not reported; 2025Q2: 1,851 shares; 2025Q3: 1,727 shares; 2025Q4: 1,687 shares; 2026Q1: 1,813 shares 1,813 $613K 0.07% +126 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,385 shares; 2024Q4: not reported; 2025Q1: 3,729 shares; 2025Q2: 3,729 shares; 2025Q3: not reported; 2025Q4: 3,729 shares; 2026Q1: 2,029 shares 2,029 $606K 0.07% -1,700 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: 1,130 shares; 2024Q4: 1,028 shares; 2025Q1: 1,265 shares; 2025Q2: 1,005 shares; 2025Q3: 1,644 shares; 2025Q4: 1,150 shares; 2026Q1: 1,720 shares 1,720 $605K 0.07% +570 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: 1,178 shares; 2024Q4: 1,143 shares; 2025Q1: 1,184 shares; 2025Q2: 2,290 shares; 2025Q3: 2,703 shares; 2025Q4: 1,900 shares; 2026Q1: 1,917 shares 1,917 $596K 0.07% +17 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: 381 shares; 2024Q4: 409 shares; 2025Q1: 240 shares; 2025Q2: 613 shares; 2025Q3: 824 shares; 2025Q4: 5,094 shares; 2026Q1: 6,127 shares 6,127 $589K 0.07% +1,033 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,826 shares; 2024Q4: 4,024 shares; 2025Q1: 4,024 shares; 2025Q2: 4,051 shares; 2025Q3: 4,364 shares; 2025Q4: 5,340 shares; 2026Q1: 5,308 shares 5,308 $582K 0.07% -32 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: 1,233 shares; 2024Q4: 2,349 shares; 2025Q1: 2,202 shares; 2025Q2: 2,028 shares; 2025Q3: 2,818 shares; 2025Q4: 2,766 shares; 2026Q1: 2,454 shares 2,454 $580K 0.07% -312 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 285 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 328 shares; 2025Q4: 332 shares; 2026Q1: 334 shares 334 $577K 0.07% +2 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,472 shares; 2024Q4: 3,472 shares; 2025Q1: 3,439 shares; 2025Q2: 3,002 shares; 2025Q3: 3,028 shares; 2025Q4: 3,028 shares; 2026Q1: 3,028 shares 3,028 $574K 0.07% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,112 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,430 shares; 2026Q1: 11,430 shares 11,430 $570K 0.07% +4,000 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,123 shares 80,123 $568K 0.06% new 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: 4,517 shares; 2024Q4: 4,204 shares; 2025Q1: 4,874 shares; 2025Q2: 3,855 shares; 2025Q3: 12,848 shares; 2025Q4: 7,444 shares; 2026Q1: 7,187 shares 7,187 $558K 0.06% -257 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,815 shares 2,815 $555K 0.06% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,742 shares; 2024Q4: 12,428 shares; 2025Q1: 12,568 shares; 2025Q2: 12,085 shares; 2025Q3: 12,787 shares; 2025Q4: 13,214 shares; 2026Q1: 4,585 shares 4,585 $552K 0.06% -8,629 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 320 shares; 2025Q3: 605 shares; 2025Q4: 1,271 shares; 2026Q1: 652 shares 652 $551K 0.06% -619 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,207 shares; 2024Q4: 27,277 shares; 2025Q1: 35,250 shares; 2025Q2: 31,382 shares; 2025Q3: not reported; 2025Q4: 25,166 shares; 2026Q1: 11,584 shares 11,584 $544K 0.06% -13,582 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: 1,138 shares; 2024Q4: 1,760 shares; 2025Q1: 1,589 shares; 2025Q2: 1,728 shares; 2025Q3: 2,322 shares; 2025Q4: 3,067 shares; 2026Q1: 2,005 shares 2,005 $543K 0.06% -1,062 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: 6,964 shares; 2024Q4: 6,882 shares; 2025Q1: 6,909 shares; 2025Q2: 6,805 shares; 2025Q3: 6,176 shares; 2025Q4: 6,163 shares; 2026Q1: 5,977 shares 5,977 $509K 0.06% -186 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,123 shares; 2024Q4: 10,473 shares; 2025Q1: 13,299 shares; 2025Q2: 6,768 shares; 2025Q3: not reported; 2025Q4: 8,967 shares; 2026Q1: 9,392 shares 9,392 $508K 0.06% +425 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,612 shares; 2025Q2: 3,612 shares; 2025Q3: 3,612 shares; 2025Q4: 3,612 shares; 2026Q1: 4,030 shares 4,030 $504K 0.06% +418 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,732 shares; 2025Q2: 4,613 shares; 2025Q3: 4,809 shares; 2025Q4: 4,858 shares; 2026Q1: 4,470 shares 4,470 $502K 0.06% -388 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,921 shares; 2025Q4: 5,898 shares; 2026Q1: 9,838 shares 9,838 $495K 0.06% +3,940 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,857 shares; 2024Q4: 6,773 shares; 2025Q1: 6,824 shares; 2025Q2: 6,848 shares; 2025Q3: 6,987 shares; 2025Q4: 6,969 shares; 2026Q1: 6,910 shares 6,910 $492K 0.06% -59 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,180 shares; 2024Q4: 4,401 shares; 2025Q1: 4,276 shares; 2025Q2: 4,120 shares; 2025Q3: 4,197 shares; 2025Q4: 4,439 shares; 2026Q1: 1,669 shares 1,669 $485K 0.06% -2,770 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: 569 shares; 2024Q4: 624 shares; 2025Q1: 675 shares; 2025Q2: 526 shares; 2025Q3: 944 shares; 2025Q4: 1,061 shares; 2026Q1: 985 shares 985 $484K 0.06% -76 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,114 shares; 2025Q2: 2,129 shares; 2025Q3: 2,771 shares; 2025Q4: 2,758 shares; 2026Q1: 2,833 shares 2,833 $479K 0.05% +75 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: 1,075 shares; 2024Q4: 1,230 shares; 2025Q1: 1,233 shares; 2025Q2: 1,320 shares; 2025Q3: 2,414 shares; 2025Q4: 2,370 shares; 2026Q1: 2,269 shares 2,269 $477K 0.05% -101 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,278 shares; 2025Q2: 6,278 shares; 2025Q3: not reported; 2025Q4: 6,278 shares; 2026Q1: 6,278 shares 6,278 $472K 0.05% 0 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: 11,583 shares; 2024Q4: 11,583 shares; 2025Q1: 12,214 shares; 2025Q2: 8,268 shares; 2025Q3: 17,489 shares; 2025Q4: 11,031 shares; 2026Q1: 9,140 shares 9,140 $470K 0.05% -1,891 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 3,042 shares; 2025Q1: 3,268 shares; 2025Q2: 3,371 shares; 2025Q3: 2,411 shares; 2025Q4: 2,534 shares; 2026Q1: 2,888 shares 2,888 $463K 0.05% +354 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: 1,150 shares; 2024Q4: 1,293 shares; 2025Q1: 1,448 shares; 2025Q2: 1,683 shares; 2025Q3: 1,731 shares; 2025Q4: 1,698 shares; 2026Q1: 1,495 shares 1,495 $452K 0.05% -203 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,550 shares; 2026Q1: 7,550 shares 7,550 $450K 0.05% 0 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,593 shares; 2025Q2: 2,593 shares; 2025Q3: 2,593 shares; 2025Q4: 2,593 shares; 2026Q1: 2,593 shares 2,593 $445K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,420 shares 2,420 $439K 0.05% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,963 shares; 2024Q4: 3,112 shares; 2025Q1: 3,992 shares; 2025Q2: 3,650 shares; 2025Q3: 4,467 shares; 2025Q4: 3,659 shares; 2026Q1: 3,588 shares 3,588 $435K 0.05% -71 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 689 shares 689 $425K 0.05% new 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: 1,803 shares; 2024Q4: 13,949 shares; 2025Q1: 11,555 shares; 2025Q2: 10,663 shares; 2025Q3: 10,452 shares; 2025Q4: 2,475 shares; 2026Q1: 2,274 shares 2,274 $425K 0.05% -201 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 731 shares; 2025Q1: 731 shares; 2025Q2: 1,011 shares; 2025Q3: 1,073 shares; 2025Q4: 1,085 shares; 2026Q1: 1,315 shares 1,315 $424K 0.05% +230 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,913 shares; 2024Q4: not reported; 2025Q1: 48,701 shares; 2025Q2: 43,401 shares; 2025Q3: not reported; 2025Q4: 37,336 shares; 2026Q1: 18,236 shares 18,236 $423K 0.05% -19,100 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 507 shares; 2025Q1: 507 shares; 2025Q2: 493 shares; 2025Q3: 502 shares; 2025Q4: 698 shares; 2026Q1: 759 shares 759 $409K 0.05% +61 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,178 shares; 2025Q1: 20,842 shares; 2025Q2: 16,541 shares; 2025Q3: 15,871 shares; 2025Q4: 3,810 shares; 2026Q1: 3,051 shares 3,051 $403K 0.05% -759 Timeline NBHC NATIONAL BK HLDGS CORP More: the full row for NATIONAL BK HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,091 shares; 2024Q4: 10,091 shares; 2025Q1: 10,091 shares; 2025Q2: 10,091 shares; 2025Q3: 10,091 shares; 2025Q4: 10,222 shares; 2026Q1: 10,247 shares 10,247 $401K 0.05% +25 Timeline IXUS 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: 8,675 shares; 2024Q4: 8,675 shares; 2025Q1: 4,437 shares; 2025Q2: 4,443 shares; 2025Q3: 4,443 shares; 2025Q4: 4,445 shares; 2026Q1: 4,445 shares 4,445 $385K 0.04% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,403 shares; 2025Q4: 1,370 shares; 2026Q1: 2,596 shares 2,596 $380K 0.04% +1,226 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,205 shares; 2024Q4: 11,205 shares; 2025Q1: 12,670 shares; 2025Q2: 20,503 shares; 2025Q3: 9,694 shares; 2025Q4: not reported; 2026Q1: 9,657 shares 9,657 $379K 0.04% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,918 shares; 2024Q4: 9,918 shares; 2025Q1: 9,918 shares; 2025Q2: 9,963 shares; 2025Q3: 10,178 shares; 2025Q4: 10,020 shares; 2026Q1: 9,900 shares 9,900 $372K 0.04% -120 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: not reported; 2024Q4: not reported; 2025Q1: 2,994 shares; 2025Q2: 2,994 shares; 2025Q3: not reported; 2025Q4: 3,777 shares; 2026Q1: 3,777 shares 3,777 $365K 0.04% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 2,060 shares; 2025Q1: 2,060 shares; 2025Q2: 2,113 shares; 2025Q3: 2,195 shares; 2025Q4: 2,158 shares; 2026Q1: 2,091 shares 2,091 $354K 0.04% -67 Timeline DCI DONALDSON INC More: the full row for DONALDSON 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: 4,033 shares 4,033 $342K 0.04% new 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: 2,539 shares; 2024Q4: 2,348 shares; 2025Q1: 2,449 shares; 2025Q2: 2,431 shares; 2025Q3: 2,790 shares; 2025Q4: 2,774 shares; 2026Q1: 2,605 shares 2,605 $341K 0.04% -169 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,155 shares; 2026Q1: 1,958 shares 1,958 $340K 0.04% +803 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,565 shares; 2026Q1: 1,610 shares 1,610 $336K 0.04% +45 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: 3,164 shares; 2024Q4: 3,303 shares; 2025Q1: 3,371 shares; 2025Q2: 3,335 shares; 2025Q3: 4,205 shares; 2025Q4: 3,945 shares; 2026Q1: 3,475 shares 3,475 $335K 0.04% -470 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: 1,678 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,715 shares; 2025Q3: 1,718 shares; 2025Q4: 2,391 shares; 2026Q1: 1,785 shares 1,785 $325K 0.04% -606 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: not reported; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 453 shares; 2025Q3: 569 shares; 2025Q4: 2,770 shares; 2026Q1: 3,105 shares 3,105 $325K 0.04% +335 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 492 shares; 2025Q3: 597 shares; 2025Q4: 668 shares; 2026Q1: 748 shares 748 $323K 0.04% +80 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: not reported; 2024Q4: not reported; 2025Q1: 1,281 shares; 2025Q2: 1,175 shares; 2025Q3: 1,617 shares; 2025Q4: 2,020 shares; 2026Q1: 1,997 shares 1,997 $314K 0.04% -23 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,530 shares; 2025Q4: not reported; 2026Q1: 5,148 shares 5,148 $312K 0.04% new 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: 2,045 shares; 2024Q4: 1,469 shares; 2025Q1: 1,641 shares; 2025Q2: 1,441 shares; 2025Q3: not reported; 2025Q4: 1,587 shares; 2026Q1: 1,587 shares 1,587 $311K 0.04% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,074 shares; 2025Q1: 5,074 shares; 2025Q2: 4,666 shares; 2025Q3: 4,666 shares; 2025Q4: 4,666 shares; 2026Q1: 4,330 shares 4,330 $307K 0.03% -336 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: 785 shares; 2024Q4: 497 shares; 2025Q1: 544 shares; 2025Q2: 544 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 696 shares 696 $304K 0.03% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,488 shares; 2025Q1: 1,488 shares; 2025Q2: 1,493 shares; 2025Q3: 1,554 shares; 2025Q4: 1,568 shares; 2026Q1: 1,530 shares 1,530 $300K 0.03% -38 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,752 shares; 2025Q1: 9,643 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,572 shares 3,572 $296K 0.03% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,658 shares; 2025Q1: 5,658 shares; 2025Q2: 5,658 shares; 2025Q3: 5,508 shares; 2025Q4: 5,566 shares; 2026Q1: 5,508 shares 5,508 $294K 0.03% -58 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,278 shares 1,278 $294K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,228 shares; 2025Q4: 4,228 shares; 2026Q1: 3,223 shares 3,223 $292K 0.03% -1,005 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: not reported; 2024Q4: not reported; 2025Q1: 3,825 shares; 2025Q2: not reported; 2025Q3: 3,599 shares; 2025Q4: 4,245 shares; 2026Q1: 4,306 shares 4,306 $291K 0.03% +61 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,767 shares 3,767 $288K 0.03% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,484 shares; 2025Q4: 5,571 shares; 2026Q1: 5,613 shares 5,613 $288K 0.03% +42 Timeline RAVE RAVE RESTAURANT GROUP INC More: the full row for RAVE RESTAURANT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106,678 shares; 2026Q1: 106,678 shares 106,678 $283K 0.03% 0 Timeline PTLC PACER FDS TR More: the full row for PACER FDS 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: 5,195 shares; 2025Q3: 5,195 shares; 2025Q4: 5,195 shares; 2026Q1: 5,195 shares 5,195 $273K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,394 shares; 2025Q4: 3,132 shares; 2026Q1: 2,394 shares 2,394 $271K 0.03% -738 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,703 shares; 2025Q1: 1,703 shares; 2025Q2: 1,703 shares; 2025Q3: 1,717 shares; 2025Q4: 1,730 shares; 2026Q1: 1,703 shares 1,703 $269K 0.03% -27 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: not reported; 2024Q4: not reported; 2025Q1: 816 shares; 2025Q2: not reported; 2025Q3: 936 shares; 2025Q4: 987 shares; 2026Q1: 983 shares 983 $261K 0.03% -4 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 691 shares; 2025Q3: 776 shares; 2025Q4: 746 shares; 2026Q1: 729 shares 729 $261K 0.03% -17 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,925 shares; 2025Q1: 2,505 shares; 2025Q2: 2,129 shares; 2025Q3: not reported; 2025Q4: 1,721 shares; 2026Q1: 1,721 shares 1,721 $255K 0.03% 0 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: not reported; 2024Q4: 626 shares; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 613 shares; 2025Q4: 619 shares; 2026Q1: 691 shares 691 $248K 0.03% +72 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,947 shares; 2025Q1: 8,568 shares; 2025Q2: 5,871 shares; 2025Q3: 6,647 shares; 2025Q4: 6,112 shares; 2026Q1: 5,275 shares 5,275 $247K 0.03% -837 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 493 shares; 2025Q4: not reported; 2026Q1: 435 shares 435 $245K 0.03% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 3,999 shares; 2025Q1: 3,999 shares; 2025Q2: 3,992 shares; 2025Q3: 3,992 shares; 2025Q4: 3,992 shares; 2026Q1: 3,992 shares 3,992 $236K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 438 shares 438 $236K 0.03% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,065 shares; 2025Q2: 882 shares; 2025Q3: 1,043 shares; 2025Q4: 1,039 shares; 2026Q1: 1,193 shares 1,193 $236K 0.03% +154 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,917 shares; 2026Q1: 942 shares 942 $230K 0.03% -1,975 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 915 shares 915 $229K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,588 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,575 shares 1,575 $228K 0.03% new 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: 1,007 shares; 2024Q4: 1,720 shares; 2025Q1: 1,006 shares; 2025Q2: not reported; 2025Q3: 1,174 shares; 2025Q4: 1,695 shares; 2026Q1: 1,199 shares 1,199 $227K 0.03% -496 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,308 shares; 2026Q1: 1,298 shares 1,298 $222K 0.03% -10 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 972 shares; 2025Q1: 972 shares; 2025Q2: 458 shares; 2025Q3: 514 shares; 2025Q4: 508 shares; 2026Q1: 558 shares 558 $221K 0.03% +50 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,785 shares; 2025Q4: not reported; 2026Q1: 7,624 shares 7,624 $221K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 885 shares; 2026Q1: 644 shares 644 $221K 0.03% -241 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,718 shares; 2025Q2: 2,798 shares; 2025Q3: 2,876 shares; 2025Q4: 3,149 shares; 2026Q1: 3,060 shares 3,060 $218K 0.02% -89 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,368 shares 1,368 $217K 0.02% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,928 shares 3,928 $213K 0.02% new 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: 820 shares; 2024Q4: 1,014 shares; 2025Q1: 1,055 shares; 2025Q2: 1,013 shares; 2025Q3: 1,155 shares; 2025Q4: 1,178 shares; 2026Q1: 1,066 shares 1,066 $211K 0.02% -112 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 842 shares; 2026Q1: 1,148 shares 1,148 $209K 0.02% +306 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,275 shares; 2025Q4: not reported; 2026Q1: 2,885 shares 2,885 $208K 0.02% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,648 shares; 2025Q4: 1,671 shares; 2026Q1: 1,648 shares 1,648 $207K 0.02% -23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 650 shares; 2026Q1: 618 shares 618 $202K 0.02% -32 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,143 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,978 shares; 2026Q1: 10,278 shares 10,278 $185K 0.02% +300 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC 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: 13,420 shares 13,420 $170K 0.02% new Timeline YDESW YD BIO LTD More: the full row for YD BIO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219,020 shares; 2025Q4: 221,019 shares; 2026Q1: 220,819 shares 220,819 $144K 0.02% -200 Timeline