VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,099,141 shares; 2024Q4: 2,201,021 shares; 2025Q1: 1,961,508 shares; 2025Q2: 1,922,926 shares; 2025Q3: 2,086,750 shares; 2025Q4: 2,102,710 shares; 2026Q1: 2,129,230 shares 2,129,230 $164M 9.22% +26,520 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,196,615 shares; 2024Q4: 1,576,445 shares; 2025Q1: 1,783,960 shares; 2025Q2: 1,812,265 shares; 2025Q3: 1,759,947 shares; 2025Q4: 1,705,726 shares; 2026Q1: 1,807,986 shares 1,807,986 $138M 7.77% +102,260 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: 403,251 shares; 2024Q4: 399,681 shares; 2025Q1: 397,911 shares; 2025Q2: 381,955 shares; 2025Q3: 374,223 shares; 2025Q4: 372,716 shares; 2026Q1: 356,996 shares 356,996 $90.6M 5.09% -15,720 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: 228,705 shares; 2024Q4: 229,220 shares; 2025Q1: 249,445 shares; 2025Q2: 292,471 shares; 2025Q3: 280,074 shares; 2025Q4: 266,266 shares; 2026Q1: 238,130 shares 238,130 $68.5M 3.85% -28,136 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: 152,749 shares; 2024Q4: 160,123 shares; 2025Q1: 166,497 shares; 2025Q2: 167,243 shares; 2025Q3: 155,552 shares; 2025Q4: 155,389 shares; 2026Q1: 176,049 shares 176,049 $65.2M 3.66% +20,660 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,296,401 shares; 2024Q4: 2,218,830 shares; 2025Q1: 2,940,400 shares; 2025Q2: 2,963,765 shares; 2025Q3: 3,080,742 shares; 2025Q4: 3,074,608 shares; 2026Q1: 2,415,915 shares 2,415,915 $61.9M 3.48% -658,693 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: 45,972 shares; 2024Q4: 118,145 shares; 2025Q1: 273,429 shares; 2025Q2: 321,444 shares; 2025Q3: 278,008 shares; 2025Q4: 291,726 shares; 2026Q1: 316,215 shares 316,215 $55.1M 3.1% +24,489 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: 194,145 shares; 2024Q4: 192,970 shares; 2025Q1: 205,515 shares; 2025Q2: 241,808 shares; 2025Q3: 242,298 shares; 2025Q4: 241,584 shares; 2026Q1: 263,495 shares 263,495 $54.9M 3.08% +21,911 Timeline IUSB 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: 517,593 shares; 2024Q4: 746,932 shares; 2025Q1: 683,397 shares; 2025Q2: 733,112 shares; 2025Q3: 832,918 shares; 2025Q4: 996,771 shares; 2026Q1: 1,101,390 shares 1,101,390 $50.9M 2.86% +104,619 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: 145,389 shares; 2024Q4: 153,101 shares; 2025Q1: 150,873 shares; 2025Q2: 155,699 shares; 2025Q3: 133,153 shares; 2025Q4: 133,283 shares; 2026Q1: 139,483 shares 139,483 $43.2M 2.42% +6,200 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: 64,526 shares; 2024Q4: 63,944 shares; 2025Q1: 62,052 shares; 2025Q2: 63,988 shares; 2025Q3: 61,323 shares; 2025Q4: 62,118 shares; 2026Q1: 62,410 shares 62,410 $35.7M 2.01% +292 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: 276,856 shares; 2024Q4: 273,159 shares; 2025Q1: 275,537 shares; 2025Q2: 307,155 shares; 2025Q3: 298,162 shares; 2025Q4: 591,160 shares; 2026Q1: 549,718 shares 549,718 $33.7M 1.89% -41,442 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: 312,969 shares; 2024Q4: 314,165 shares; 2025Q1: 346,396 shares; 2025Q2: 349,721 shares; 2025Q3: 358,259 shares; 2025Q4: 355,896 shares; 2026Q1: 337,401 shares 337,401 $31.3M 1.76% -18,495 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: 3,574 shares; 2024Q4: 3,154 shares; 2025Q1: 17,938 shares; 2025Q2: 27,619 shares; 2025Q3: 34,297 shares; 2025Q4: 33,395 shares; 2026Q1: 32,445 shares 32,445 $29.8M 1.68% -950 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: 47,062 shares; 2024Q4: 44,696 shares; 2025Q1: 43,754 shares; 2025Q2: 43,432 shares; 2025Q3: 39,991 shares; 2025Q4: 39,592 shares; 2026Q1: 40,527 shares 40,527 $24.2M 1.36% +935 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: 82,853 shares; 2024Q4: 81,119 shares; 2025Q1: 74,227 shares; 2025Q2: 65,311 shares; 2025Q3: 66,421 shares; 2025Q4: 65,625 shares; 2026Q1: 78,155 shares 78,155 $23.6M 1.33% +12,530 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: 87,804 shares; 2025Q3: 97,450 shares; 2025Q4: 89,618 shares; 2026Q1: 65,083 shares 65,083 $22M 1.23% -24,535 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,993 shares; 2024Q4: 33,770 shares; 2025Q1: 33,996 shares; 2025Q2: 37,551 shares; 2025Q3: 35,578 shares; 2025Q4: 35,602 shares; 2026Q1: 46,126 shares 46,126 $19.6M 1.1% +10,524 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: 22,295 shares; 2024Q4: 21,004 shares; 2025Q1: 18,237 shares; 2025Q2: 18,009 shares; 2025Q3: 18,576 shares; 2025Q4: 18,508 shares; 2026Q1: 18,350 shares 18,350 $18.3M 1.03% -158 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531,448 shares; 2024Q4: 531,828 shares; 2025Q1: 520,580 shares; 2025Q2: 503,000 shares; 2025Q3: 505,323 shares; 2025Q4: 617,526 shares; 2026Q1: 501,751 shares 501,751 $17.2M 0.97% -115,775 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: 29,930 shares; 2025Q1: 26,444 shares; 2025Q2: 20,139 shares; 2025Q3: 17,657 shares; 2025Q4: 17,296 shares; 2026Q1: 17,605 shares 17,605 $16.9M 0.95% +309 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: 74,093 shares; 2024Q4: 71,449 shares; 2025Q1: 70,827 shares; 2025Q2: 70,680 shares; 2025Q3: 69,722 shares; 2025Q4: 68,962 shares; 2026Q1: 68,513 shares 68,513 $16.7M 0.94% -449 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: 45,186 shares; 2024Q4: 39,776 shares; 2025Q1: 31,337 shares; 2025Q2: 31,444 shares; 2025Q3: 35,515 shares; 2025Q4: 34,403 shares; 2026Q1: 33,259 shares 33,259 $16.3M 0.92% -1,144 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,399 shares; 2024Q4: 64,400 shares; 2025Q1: 70,992 shares; 2025Q2: 80,480 shares; 2025Q3: 85,609 shares; 2025Q4: 113,386 shares; 2026Q1: 159,312 shares 159,312 $15.6M 0.88% +45,926 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: 96,049 shares; 2024Q4: 106,167 shares; 2025Q1: 129,900 shares; 2025Q2: 134,427 shares; 2025Q3: 137,443 shares; 2025Q4: 137,139 shares; 2026Q1: 143,747 shares 143,747 $15.3M 0.86% +6,608 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: 28,260 shares; 2024Q4: 42,016 shares; 2025Q1: 55,547 shares; 2025Q2: 56,317 shares; 2025Q3: 50,157 shares; 2025Q4: 49,267 shares; 2026Q1: 43,191 shares 43,191 $14.9M 0.84% -6,076 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 1,272 shares; 2025Q1: not reported; 2025Q2: 617 shares; 2025Q3: 526 shares; 2025Q4: 8,850 shares; 2026Q1: 39,324 shares 39,324 $14.4M 0.81% +30,474 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: 91,560 shares; 2024Q4: 94,445 shares; 2025Q1: 94,348 shares; 2025Q2: 93,498 shares; 2025Q3: 95,212 shares; 2025Q4: 93,297 shares; 2026Q1: 88,835 shares 88,835 $14.2M 0.8% -4,462 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: 101,054 shares; 2024Q4: 100,762 shares; 2025Q1: 87,284 shares; 2025Q2: 85,472 shares; 2025Q3: 59,499 shares; 2025Q4: 55,185 shares; 2026Q1: 40,954 shares 40,954 $14M 0.79% -14,231 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: 32,362 shares; 2024Q4: 31,713 shares; 2025Q1: 32,870 shares; 2025Q2: 34,211 shares; 2025Q3: 48,250 shares; 2025Q4: 33,834 shares; 2026Q1: 49,671 shares 49,671 $13.4M 0.75% +15,837 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,747 shares; 2024Q4: 76,096 shares; 2025Q1: 77,597 shares; 2025Q2: 76,757 shares; 2025Q3: 67,810 shares; 2025Q4: 66,025 shares; 2026Q1: 62,867 shares 62,867 $13.1M 0.74% -3,158 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: 4,504 shares; 2024Q4: 4,377 shares; 2025Q1: 69,206 shares; 2025Q2: 78,737 shares; 2025Q3: 83,243 shares; 2025Q4: 82,126 shares; 2026Q1: 76,913 shares 76,913 $12.7M 0.71% -5,213 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: 49,474 shares; 2024Q4: 47,624 shares; 2025Q1: 42,409 shares; 2025Q2: 42,443 shares; 2025Q3: 42,309 shares; 2025Q4: 41,280 shares; 2026Q1: 41,720 shares 41,720 $12.6M 0.71% +440 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 2,322 shares; 2025Q4: 4,657 shares; 2026Q1: 11,557 shares 11,557 $12.3M 0.69% +6,900 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: 5,737 shares; 2024Q4: 5,712 shares; 2025Q1: 6,532 shares; 2025Q2: 8,258 shares; 2025Q3: 19,311 shares; 2025Q4: 14,725 shares; 2026Q1: 30,562 shares 30,562 $12.1M 0.68% +15,837 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: 32,476 shares; 2024Q4: 35,891 shares; 2025Q1: 41,133 shares; 2025Q2: 43,832 shares; 2025Q3: 47,192 shares; 2025Q4: 53,999 shares; 2026Q1: 61,450 shares 61,450 $12.1M 0.68% +7,451 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: 19,380 shares; 2024Q4: 21,803 shares; 2025Q1: 19,921 shares; 2025Q2: 21,275 shares; 2025Q3: 26,685 shares; 2025Q4: 320,940 shares; 2026Q1: 121,342 shares 121,342 $11.6M 0.65% -199,598 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 5,430 shares; 2025Q1: 14,844 shares; 2025Q2: 15,399 shares; 2025Q3: 14,463 shares; 2025Q4: 14,581 shares; 2026Q1: 15,838 shares 15,838 $11.5M 0.65% +1,257 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,270 shares; 2024Q4: 67,138 shares; 2025Q1: 64,487 shares; 2025Q2: 60,971 shares; 2025Q3: 59,955 shares; 2025Q4: 44,558 shares; 2026Q1: 65,143 shares 65,143 $11.2M 0.63% +20,585 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: 15,716 shares; 2024Q4: 14,202 shares; 2025Q1: 18,419 shares; 2025Q2: 20,546 shares; 2025Q3: 20,323 shares; 2025Q4: 19,400 shares; 2026Q1: 14,206 shares 14,206 $11M 0.62% -5,194 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: 77,382 shares; 2024Q4: 76,302 shares; 2025Q1: 52,140 shares; 2025Q2: 51,076 shares; 2025Q3: 59,247 shares; 2025Q4: 45,476 shares; 2026Q1: 58,676 shares 58,676 $11M 0.62% +13,200 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: 37,339 shares; 2024Q4: 37,173 shares; 2025Q1: 33,439 shares; 2025Q2: 34,039 shares; 2025Q3: 37,615 shares; 2025Q4: 36,859 shares; 2026Q1: 29,814 shares 29,814 $10.6M 0.6% -7,045 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: 40,883 shares; 2024Q4: 40,616 shares; 2025Q1: 39,646 shares; 2025Q2: 38,208 shares; 2025Q3: 37,427 shares; 2025Q4: 36,774 shares; 2026Q1: 34,146 shares 34,146 $10M 0.56% -2,628 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: 36,438 shares; 2024Q4: 34,324 shares; 2025Q1: 34,532 shares; 2025Q2: 34,415 shares; 2025Q3: 35,930 shares; 2025Q4: 35,686 shares; 2026Q1: 30,950 shares 30,950 $9.92M 0.56% -4,736 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: 28,827 shares; 2024Q4: 27,947 shares; 2025Q1: 29,877 shares; 2025Q2: 30,542 shares; 2025Q3: 30,747 shares; 2025Q4: 28,845 shares; 2026Q1: 30,351 shares 30,351 $9.74M 0.55% +1,506 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: 158,282 shares; 2024Q4: 129,300 shares; 2025Q1: 171,589 shares; 2025Q2: 177,818 shares; 2025Q3: 178,875 shares; 2025Q4: 126,271 shares; 2026Q1: 159,513 shares 159,513 $9.19M 0.52% +33,242 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: 138,078 shares; 2024Q4: 137,526 shares; 2025Q1: 128,120 shares; 2025Q2: 127,026 shares; 2025Q3: 118,699 shares; 2025Q4: 116,750 shares; 2026Q1: 97,251 shares 97,251 $9.14M 0.51% -19,499 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS 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: 50,636 shares 50,636 $8.23M 0.46% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,664 shares; 2024Q4: 10,582 shares; 2025Q1: 20,676 shares; 2025Q2: 19,473 shares; 2025Q3: 17,718 shares; 2025Q4: 17,156 shares; 2026Q1: 15,628 shares 15,628 $8.17M 0.46% -1,528 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: 14,002 shares; 2024Q4: 12,846 shares; 2025Q1: 182,116 shares; 2025Q2: 159,720 shares; 2025Q3: 150,062 shares; 2025Q4: 149,265 shares; 2026Q1: 159,624 shares 159,624 $7.78M 0.44% +10,359 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: 20,268 shares; 2024Q4: 20,942 shares; 2025Q1: 25,726 shares; 2025Q2: 27,813 shares; 2025Q3: 27,705 shares; 2025Q4: 26,601 shares; 2026Q1: 26,004 shares 26,004 $7.46M 0.42% -597 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: 61,639 shares; 2025Q1: 60,024 shares; 2025Q2: 63,653 shares; 2025Q3: 57,578 shares; 2025Q4: 58,459 shares; 2026Q1: 57,383 shares 57,383 $7.05M 0.4% -1,076 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,773 shares; 2025Q2: 11,420 shares; 2025Q3: 9,742 shares; 2025Q4: 9,613 shares; 2026Q1: 8,878 shares 8,878 $6.55M 0.37% -735 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: 9,283 shares; 2024Q4: 7,886 shares; 2025Q1: 20,102 shares; 2025Q2: 24,327 shares; 2025Q3: 29,243 shares; 2025Q4: 12,002 shares; 2026Q1: 26,895 shares 26,895 $6.54M 0.37% +14,893 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: 4,060 shares; 2024Q4: 3,984 shares; 2025Q1: 7,436 shares; 2025Q2: 9,316 shares; 2025Q3: 11,001 shares; 2025Q4: 11,297 shares; 2026Q1: 12,782 shares 12,782 $6.39M 0.36% +1,485 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,326 shares; 2025Q2: 8,556 shares; 2025Q3: 8,879 shares; 2025Q4: 9,256 shares; 2026Q1: 8,731 shares 8,731 $6.36M 0.36% -525 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: 81,228 shares; 2024Q4: 74,516 shares; 2025Q1: 62,110 shares; 2025Q2: 56,663 shares; 2025Q3: 48,257 shares; 2025Q4: 30,384 shares; 2026Q1: 52,495 shares 52,495 $6.21M 0.35% +22,111 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,350 shares; 2024Q4: 36,446 shares; 2025Q1: 23,830 shares; 2025Q2: 22,693 shares; 2025Q3: 27,587 shares; 2025Q4: 18,749 shares; 2026Q1: 30,185 shares 30,185 $5.99M 0.34% +11,436 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,413 shares; 2024Q4: 4,879 shares; 2025Q1: 5,068 shares; 2025Q2: 5,279 shares; 2025Q3: 6,094 shares; 2025Q4: 5,079 shares; 2026Q1: 5,915 shares 5,915 $5.8M 0.33% +836 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: 33,411 shares; 2024Q4: 36,777 shares; 2025Q1: 37,702 shares; 2025Q2: 36,959 shares; 2025Q3: 34,011 shares; 2025Q4: 34,080 shares; 2026Q1: 36,848 shares 36,848 $5.8M 0.33% +2,768 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,209 shares; 2024Q4: 60,710 shares; 2025Q1: 60,560 shares; 2025Q2: 60,782 shares; 2025Q3: 60,782 shares; 2025Q4: 60,782 shares; 2026Q1: 60,658 shares 60,658 $5.66M 0.32% -124 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: 21,089 shares; 2024Q4: 19,442 shares; 2025Q1: 19,753 shares; 2025Q2: 18,606 shares; 2025Q3: 18,786 shares; 2025Q4: 18,202 shares; 2026Q1: 17,172 shares 17,172 $5.65M 0.32% -1,030 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: 53,478 shares; 2024Q4: 52,188 shares; 2025Q1: 48,510 shares; 2025Q2: 50,074 shares; 2025Q3: 46,608 shares; 2025Q4: 45,233 shares; 2026Q1: 45,350 shares 45,350 $5.64M 0.32% +117 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: 18,991 shares; 2024Q4: 20,312 shares; 2025Q1: 20,659 shares; 2025Q2: 20,631 shares; 2025Q3: 21,051 shares; 2025Q4: 21,200 shares; 2026Q1: 21,148 shares 21,148 $5.63M 0.32% -52 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: 33,218 shares; 2024Q4: 32,329 shares; 2025Q1: 35,291 shares; 2025Q2: 36,459 shares; 2025Q3: 36,201 shares; 2025Q4: 35,943 shares; 2026Q1: 32,378 shares 32,378 $5.49M 0.31% -3,565 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: 45,305 shares; 2025Q2: 65,131 shares; 2025Q3: 59,923 shares; 2025Q4: 63,960 shares; 2026Q1: 73,514 shares 73,514 $5.29M 0.3% +9,554 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: 10,798 shares; 2024Q4: 10,452 shares; 2025Q1: 10,219 shares; 2025Q2: 10,091 shares; 2025Q3: 10,174 shares; 2025Q4: 9,989 shares; 2026Q1: 8,429 shares 8,429 $5.09M 0.29% -1,560 Timeline SPSM 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: 172,190 shares; 2024Q4: 221,913 shares; 2025Q1: 233,975 shares; 2025Q2: 286,246 shares; 2025Q3: 281,060 shares; 2025Q4: 269,306 shares; 2026Q1: 103,204 shares 103,204 $4.99M 0.28% -166,102 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,180 shares; 2024Q4: 73,339 shares; 2025Q1: 54,779 shares; 2025Q2: 47,229 shares; 2025Q3: 53,558 shares; 2025Q4: 54,163 shares; 2026Q1: 59,323 shares 59,323 $4.85M 0.27% +5,160 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: 3,998 shares; 2024Q4: 5,093 shares; 2025Q1: 5,586 shares; 2025Q2: 6,061 shares; 2025Q3: 6,013 shares; 2025Q4: 5,813 shares; 2026Q1: 5,243 shares 5,243 $4.69M 0.26% -570 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,826 shares; 2024Q4: 69,346 shares; 2025Q1: 74,852 shares; 2025Q2: 71,403 shares; 2025Q3: 70,044 shares; 2025Q4: 68,967 shares; 2026Q1: 62,702 shares 62,702 $4.54M 0.26% -6,265 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: 13,188 shares; 2024Q4: 12,368 shares; 2025Q1: 12,687 shares; 2025Q2: 13,388 shares; 2025Q3: 13,284 shares; 2025Q4: 13,236 shares; 2026Q1: 14,259 shares 14,259 $4.43M 0.25% +1,023 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: 25,875 shares; 2024Q4: 27,554 shares; 2025Q1: 28,728 shares; 2025Q2: 28,839 shares; 2025Q3: 30,529 shares; 2025Q4: 29,746 shares; 2026Q1: 28,510 shares 28,510 $4.43M 0.25% -1,236 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: 17,258 shares; 2024Q4: 14,187 shares; 2025Q1: 13,514 shares; 2025Q2: 13,143 shares; 2025Q3: 13,514 shares; 2025Q4: 13,182 shares; 2026Q1: 12,569 shares 12,569 $4.42M 0.25% -613 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: 8,668 shares; 2024Q4: 18,404 shares; 2025Q1: 14,714 shares; 2025Q2: 7,543 shares; 2025Q3: 7,614 shares; 2025Q4: 109,493 shares; 2026Q1: 32,504 shares 32,504 $4.32M 0.24% -76,989 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,823 shares; 2024Q4: 30,485 shares; 2025Q1: 29,269 shares; 2025Q2: 31,661 shares; 2025Q3: 34,832 shares; 2025Q4: 37,762 shares; 2026Q1: 44,363 shares 44,363 $4.25M 0.24% +6,601 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: 8,946 shares; 2024Q4: 9,415 shares; 2025Q1: 8,209 shares; 2025Q2: 7,756 shares; 2025Q3: 8,784 shares; 2025Q4: 8,542 shares; 2026Q1: 9,180 shares 9,180 $4.23M 0.24% +638 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,012 shares; 2024Q4: 22,029 shares; 2025Q1: 25,753 shares; 2025Q2: 28,317 shares; 2025Q3: 32,422 shares; 2025Q4: 37,788 shares; 2026Q1: 42,806 shares 42,806 $4.06M 0.23% +5,018 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,547 shares; 2024Q4: 3,769 shares; 2025Q1: 3,881 shares; 2025Q2: 3,829 shares; 2025Q3: 3,407 shares; 2025Q4: 3,384 shares; 2026Q1: 3,504 shares 3,504 $4.06M 0.23% +120 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,698 shares; 2024Q4: 37,480 shares; 2025Q1: 53,564 shares; 2025Q2: 85,772 shares; 2025Q3: 89,793 shares; 2025Q4: 78,951 shares; 2026Q1: 64,246 shares 64,246 $3.97M 0.22% -14,705 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: 54,952 shares; 2024Q4: 80,732 shares; 2025Q1: 77,645 shares; 2025Q2: 77,263 shares; 2025Q3: 86,199 shares; 2025Q4: 79,792 shares; 2026Q1: 84,519 shares 84,519 $3.86M 0.22% +4,727 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,447 shares; 2024Q4: 87,779 shares; 2025Q1: 80,286 shares; 2025Q2: 82,779 shares; 2025Q3: 98,265 shares; 2025Q4: 99,001 shares; 2026Q1: 126,092 shares 126,092 $3.84M 0.22% +27,091 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: 2,448 shares; 2024Q4: 2,323 shares; 2025Q1: 8,516 shares; 2025Q2: 11,546 shares; 2025Q3: 6,880 shares; 2025Q4: 6,464 shares; 2026Q1: 6,590 shares 6,590 $3.7M 0.21% +126 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: 5,873 shares; 2024Q4: 5,509 shares; 2025Q1: 5,159 shares; 2025Q2: 5,976 shares; 2025Q3: 6,110 shares; 2025Q4: 6,035 shares; 2026Q1: 5,672 shares 5,672 $3.69M 0.21% -363 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: 59,207 shares; 2024Q4: 56,215 shares; 2025Q1: 45,409 shares; 2025Q2: 44,004 shares; 2025Q3: 46,904 shares; 2025Q4: 46,396 shares; 2026Q1: 46,052 shares 46,052 $3.57M 0.2% -344 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: 59,751 shares; 2024Q4: 110,602 shares; 2025Q1: 63,291 shares; 2025Q2: 77,491 shares; 2025Q3: 66,910 shares; 2025Q4: 85,077 shares; 2026Q1: 68,839 shares 68,839 $3.43M 0.19% -16,238 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: 24,434 shares; 2024Q4: 24,065 shares; 2025Q1: 26,181 shares; 2025Q2: 25,517 shares; 2025Q3: 24,479 shares; 2025Q4: 23,661 shares; 2026Q1: 22,878 shares 22,878 $3.3M 0.19% -783 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,882 shares; 2024Q4: 51,885 shares; 2025Q1: 45,811 shares; 2025Q2: 49,335 shares; 2025Q3: 55,682 shares; 2025Q4: 58,677 shares; 2026Q1: 68,772 shares 68,772 $3.3M 0.19% +10,095 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: not reported; 2024Q4: not reported; 2025Q1: 3,890 shares; 2025Q2: 5,976 shares; 2025Q3: 7,364 shares; 2025Q4: 6,097 shares; 2026Q1: 7,063 shares 7,063 $3.15M 0.18% +966 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: 10,613 shares; 2024Q4: 9,959 shares; 2025Q1: 14,339 shares; 2025Q2: 14,435 shares; 2025Q3: 15,212 shares; 2025Q4: 13,883 shares; 2026Q1: 12,734 shares 12,734 $3.09M 0.17% -1,149 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: 9,302 shares; 2024Q4: 8,903 shares; 2025Q1: 8,652 shares; 2025Q2: 7,576 shares; 2025Q3: 17,069 shares; 2025Q4: 14,668 shares; 2026Q1: 17,731 shares 17,731 $3.08M 0.17% +3,063 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: 19,843 shares; 2024Q4: 18,389 shares; 2025Q1: 27,475 shares; 2025Q2: 32,383 shares; 2025Q3: 29,542 shares; 2025Q4: 28,454 shares; 2026Q1: 22,407 shares 22,407 $3.05M 0.17% -6,047 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: 29,679 shares; 2024Q4: 28,573 shares; 2025Q1: 21,420 shares; 2025Q2: 21,442 shares; 2025Q3: 23,236 shares; 2025Q4: 23,534 shares; 2026Q1: 29,397 shares 29,397 $3.02M 0.17% +5,863 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: 12,152 shares; 2024Q4: 13,130 shares; 2025Q1: 11,891 shares; 2025Q2: 12,066 shares; 2025Q3: 12,639 shares; 2025Q4: 13,953 shares; 2026Q1: 16,374 shares 16,374 $3.02M 0.17% +2,421 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: 11,680 shares; 2024Q4: 11,790 shares; 2025Q1: 11,571 shares; 2025Q2: 12,425 shares; 2025Q3: 12,784 shares; 2025Q4: 13,669 shares; 2026Q1: 13,131 shares 13,131 $3.02M 0.17% -538 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: 43,802 shares; 2024Q4: 46,075 shares; 2025Q1: 46,476 shares; 2025Q2: 46,293 shares; 2025Q3: 27,683 shares; 2025Q4: 26,425 shares; 2026Q1: 25,039 shares 25,039 $3.01M 0.17% -1,386 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: 29,278 shares; 2024Q4: 30,535 shares; 2025Q1: 35,497 shares; 2025Q2: 29,081 shares; 2025Q3: 23,813 shares; 2025Q4: 23,885 shares; 2026Q1: 26,075 shares 26,075 $3M 0.17% +2,190 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: 6,680 shares; 2024Q4: 6,905 shares; 2025Q1: 6,848 shares; 2025Q2: 6,656 shares; 2025Q3: 6,638 shares; 2025Q4: 6,721 shares; 2026Q1: 6,802 shares 6,802 $2.97M 0.17% +81 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,905 shares; 2025Q2: 23,920 shares; 2025Q3: 25,360 shares; 2025Q4: 20,217 shares; 2026Q1: 22,718 shares 22,718 $2.87M 0.16% +2,501 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: 6,128 shares; 2024Q4: 6,210 shares; 2025Q1: 4,355 shares; 2025Q2: 3,593 shares; 2025Q3: 3,895 shares; 2025Q4: 19,953 shares; 2026Q1: 27,439 shares 27,439 $2.87M 0.16% +7,486 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: 4,535 shares; 2024Q4: 4,398 shares; 2025Q1: 4,257 shares; 2025Q2: 4,283 shares; 2025Q3: 4,283 shares; 2025Q4: 4,137 shares; 2026Q1: 4,046 shares 4,046 $2.87M 0.16% -91 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: 58,675 shares; 2024Q4: 54,267 shares; 2025Q1: 46,796 shares; 2025Q2: 46,391 shares; 2025Q3: 41,619 shares; 2025Q4: 41,120 shares; 2026Q1: 40,648 shares 40,648 $2.74M 0.15% -472 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: 27,542 shares; 2024Q4: 24,570 shares; 2025Q1: 14,718 shares; 2025Q2: 14,594 shares; 2025Q3: 21,755 shares; 2025Q4: 21,598 shares; 2026Q1: 21,508 shares 21,508 $2.67M 0.15% -90 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: 483 shares; 2024Q4: 383 shares; 2025Q1: 2,483 shares; 2025Q2: 2,851 shares; 2025Q3: 2,854 shares; 2025Q4: 27,187 shares; 2026Q1: 27,315 shares 27,315 $2.63M 0.15% +128 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,916 shares; 2024Q4: 18,123 shares; 2025Q1: 17,772 shares; 2025Q2: 18,959 shares; 2025Q3: 21,155 shares; 2025Q4: 28,478 shares; 2026Q1: 27,486 shares 27,486 $2.6M 0.15% -992 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: 5,861 shares; 2024Q4: 5,907 shares; 2025Q1: 6,349 shares; 2025Q2: 6,187 shares; 2025Q3: 3,849 shares; 2025Q4: 4,335 shares; 2026Q1: 3,960 shares 3,960 $2.59M 0.15% -375 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: 2,266 shares; 2024Q4: 2,889 shares; 2025Q1: 3,296 shares; 2025Q2: 3,359 shares; 2025Q3: 3,265 shares; 2025Q4: 3,268 shares; 2026Q1: 5,975 shares 5,975 $2.58M 0.15% +2,707 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: 10,235 shares; 2024Q4: 10,313 shares; 2025Q1: 8,974 shares; 2025Q2: 10,112 shares; 2025Q3: 8,363 shares; 2025Q4: 8,651 shares; 2026Q1: 8,683 shares 8,683 $2.56M 0.14% +32 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: 5,378 shares; 2024Q4: 5,379 shares; 2025Q1: 5,631 shares; 2025Q2: 5,529 shares; 2025Q3: 5,601 shares; 2025Q4: 5,390 shares; 2026Q1: 5,332 shares 5,332 $2.56M 0.14% -58 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: 7,116 shares; 2024Q4: 6,996 shares; 2025Q1: 6,956 shares; 2025Q2: 6,835 shares; 2025Q3: 6,758 shares; 2025Q4: 6,517 shares; 2026Q1: 6,681 shares 6,681 $2.48M 0.14% +164 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: 98,978 shares; 2024Q4: 113,407 shares; 2025Q1: 29,155 shares; 2025Q2: 19,501 shares; 2025Q3: 21,318 shares; 2025Q4: 22,250 shares; 2026Q1: 25,521 shares 25,521 $2.47M 0.14% +3,271 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: 7,332 shares; 2024Q4: 7,487 shares; 2025Q1: 7,875 shares; 2025Q2: 8,705 shares; 2025Q3: 7,506 shares; 2025Q4: 8,405 shares; 2026Q1: 7,498 shares 7,498 $2.39M 0.13% -907 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,018 shares; 2024Q4: 28,305 shares; 2025Q1: 30,108 shares; 2025Q2: 30,877 shares; 2025Q3: 34,335 shares; 2025Q4: 20,623 shares; 2026Q1: 11,617 shares 11,617 $2.35M 0.13% -9,006 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: 14,368 shares; 2024Q4: 15,838 shares; 2025Q1: 11,243 shares; 2025Q2: 8,804 shares; 2025Q3: 8,736 shares; 2025Q4: 9,118 shares; 2026Q1: 9,994 shares 9,994 $2.24M 0.13% +876 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,461 shares; 2024Q4: 11,018 shares; 2025Q1: 12,502 shares; 2025Q2: 22,132 shares; 2025Q3: 22,925 shares; 2025Q4: 23,244 shares; 2026Q1: 20,200 shares 20,200 $2.12M 0.12% -3,044 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: 38,486 shares; 2024Q4: 35,140 shares; 2025Q1: 35,251 shares; 2025Q2: 35,055 shares; 2025Q3: 34,262 shares; 2025Q4: 34,153 shares; 2026Q1: 34,205 shares 34,205 $2.07M 0.12% +52 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,044 shares; 2024Q4: 39,303 shares; 2025Q1: 29,535 shares; 2025Q2: 29,071 shares; 2025Q3: 30,005 shares; 2025Q4: 30,040 shares; 2026Q1: 28,848 shares 28,848 $2.04M 0.11% -1,192 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: 6,045 shares; 2024Q4: 85,725 shares; 2025Q1: 35,217 shares; 2025Q2: 7,759 shares; 2025Q3: 9,029 shares; 2025Q4: 58,063 shares; 2026Q1: 13,619 shares 13,619 $2M 0.11% -44,444 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,726 shares; 2024Q4: 9,573 shares; 2025Q1: 12,289 shares; 2025Q2: 13,244 shares; 2025Q3: 14,677 shares; 2025Q4: 16,567 shares; 2026Q1: 14,987 shares 14,987 $1.98M 0.11% -1,580 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: 14,119 shares; 2024Q4: 142,711 shares; 2025Q1: 28,183 shares; 2025Q2: 15,714 shares; 2025Q3: 15,396 shares; 2025Q4: 76,864 shares; 2026Q1: 23,892 shares 23,892 $1.96M 0.11% -52,972 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,940 shares; 2024Q4: 26,275 shares; 2025Q1: 26,297 shares; 2025Q2: 25,990 shares; 2025Q3: 25,940 shares; 2025Q4: 26,002 shares; 2026Q1: 25,932 shares 25,932 $1.93M 0.11% -70 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: 2,584 shares; 2024Q4: 2,508 shares; 2025Q1: 2,280 shares; 2025Q2: 2,280 shares; 2025Q3: 2,873 shares; 2025Q4: 3,820 shares; 2026Q1: 3,275 shares 3,275 $1.89M 0.11% -545 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,877 shares; 2024Q4: 148,398 shares; 2025Q1: 139,355 shares; 2025Q2: 139,320 shares; 2025Q3: 140,405 shares; 2025Q4: 139,915 shares; 2026Q1: 27,488 shares 27,488 $1.86M 0.1% -112,427 Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 27,966 shares; 2026Q1: 49,010 shares 49,010 $1.81M 0.1% +21,044 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: 6,239 shares; 2024Q4: 6,687 shares; 2025Q1: 6,117 shares; 2025Q2: 19,987 shares; 2025Q3: 13,254 shares; 2025Q4: 12,396 shares; 2026Q1: 12,766 shares 12,766 $1.69M 0.09% +370 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: 16,383 shares; 2024Q4: 16,657 shares; 2025Q1: 17,156 shares; 2025Q2: 8,995 shares; 2025Q3: 8,591 shares; 2025Q4: 8,191 shares; 2026Q1: 8,128 shares 8,128 $1.68M 0.09% -63 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,902 shares; 2024Q4: 4,928 shares; 2025Q1: 5,334 shares; 2025Q2: 5,286 shares; 2025Q3: 5,008 shares; 2025Q4: 4,361 shares; 2026Q1: 4,539 shares 4,539 $1.65M 0.09% +178 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: 8,509 shares; 2024Q4: 16,550 shares; 2025Q1: 15,380 shares; 2025Q2: 15,168 shares; 2025Q3: 15,145 shares; 2025Q4: 14,817 shares; 2026Q1: 14,480 shares 14,480 $1.63M 0.09% -337 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,617 shares; 2024Q4: 20,084 shares; 2025Q1: 15,382 shares; 2025Q2: 13,098 shares; 2025Q3: 14,087 shares; 2025Q4: 11,451 shares; 2026Q1: 13,559 shares 13,559 $1.57M 0.09% +2,108 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: 8,227 shares; 2024Q4: 7,912 shares; 2025Q1: 7,572 shares; 2025Q2: 7,752 shares; 2025Q3: 7,524 shares; 2025Q4: 7,160 shares; 2026Q1: 6,937 shares 6,937 $1.51M 0.08% -223 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106,238 shares; 2025Q3: 110,994 shares; 2025Q4: 111,159 shares; 2026Q1: 16,380 shares 16,380 $1.5M 0.08% -94,779 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,251 shares; 2024Q4: 9,646 shares; 2025Q1: 10,713 shares; 2025Q2: 11,046 shares; 2025Q3: 11,374 shares; 2025Q4: 10,340 shares; 2026Q1: 13,001 shares 13,001 $1.46M 0.08% +2,661 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: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.08% 0 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: 44,081 shares; 2024Q4: 38,860 shares; 2025Q1: 38,022 shares; 2025Q2: 38,022 shares; 2025Q3: 36,795 shares; 2025Q4: 36,795 shares; 2026Q1: 35,817 shares 35,817 $1.39M 0.08% -978 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: 10,488 shares; 2024Q4: 13,059 shares; 2025Q1: 10,006 shares; 2025Q2: 10,007 shares; 2025Q3: 12,141 shares; 2025Q4: 20,963 shares; 2026Q1: 12,490 shares 12,490 $1.38M 0.08% -8,473 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: 8,266 shares; 2024Q4: 111,041 shares; 2025Q1: 75,571 shares; 2025Q2: 17,738 shares; 2025Q3: 17,994 shares; 2025Q4: 17,776 shares; 2026Q1: 15,201 shares 15,201 $1.38M 0.08% -2,575 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: 19,475 shares; 2024Q4: 21,426 shares; 2025Q1: 20,585 shares; 2025Q2: 18,914 shares; 2025Q3: 20,607 shares; 2025Q4: 48,090 shares; 2026Q1: 27,806 shares 27,806 $1.37M 0.08% -20,284 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: 51,930 shares; 2024Q4: 49,740 shares; 2025Q1: 51,550 shares; 2025Q2: 52,142 shares; 2025Q3: 52,776 shares; 2025Q4: 26,636 shares; 2026Q1: 47,189 shares 47,189 $1.35M 0.08% +20,553 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: 38,561 shares; 2024Q4: 38,872 shares; 2025Q1: 40,641 shares; 2025Q2: 40,473 shares; 2025Q3: 20,842 shares; 2025Q4: 23,266 shares; 2026Q1: 26,842 shares 26,842 $1.35M 0.08% +3,576 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: 3,785 shares; 2024Q4: 3,834 shares; 2025Q1: 3,209 shares; 2025Q2: 3,263 shares; 2025Q3: 3,362 shares; 2025Q4: 3,556 shares; 2026Q1: 3,693 shares 3,693 $1.34M 0.08% +137 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: 4,656 shares; 2024Q4: 3,698 shares; 2025Q1: 3,698 shares; 2025Q2: 4,492 shares; 2025Q3: 4,492 shares; 2025Q4: 4,494 shares; 2026Q1: 4,574 shares 4,574 $1.31M 0.07% +80 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: 3,945 shares; 2024Q4: 34,763 shares; 2025Q1: 9,099 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,922 shares; 2026Q1: 14,280 shares 14,280 $1.27M 0.07% -31,642 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: 5,701 shares; 2024Q4: 12,004 shares; 2025Q1: 4,378 shares; 2025Q2: 1,852 shares; 2025Q3: 1,604 shares; 2025Q4: 43,193 shares; 2026Q1: 11,470 shares 11,470 $1.25M 0.07% -31,723 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: 17,048 shares; 2024Q4: 15,819 shares; 2025Q1: 14,610 shares; 2025Q2: 28,372 shares; 2025Q3: 28,256 shares; 2025Q4: 27,051 shares; 2026Q1: 26,909 shares 26,909 $1.25M 0.07% -142 Timeline MCO MOODYS CORP More: the full row for MOODYS 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: 2,850 shares 2,850 $1.24M 0.07% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,560 shares; 2024Q4: 11,127 shares; 2025Q1: 10,418 shares; 2025Q2: 9,418 shares; 2025Q3: 9,418 shares; 2025Q4: 9,420 shares; 2026Q1: 7,818 shares 7,818 $1.23M 0.07% -1,602 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: not reported; 2024Q4: 3,329 shares; 2025Q1: 3,329 shares; 2025Q2: 3,354 shares; 2025Q3: 3,354 shares; 2025Q4: 3,259 shares; 2026Q1: 3,262 shares 3,262 $1.17M 0.07% +3 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: 34,173 shares; 2024Q4: 34,908 shares; 2025Q1: 30,876 shares; 2025Q2: 32,554 shares; 2025Q3: 34,034 shares; 2025Q4: 35,168 shares; 2026Q1: 34,393 shares 34,393 $1.15M 0.06% -775 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 2,154 shares; 2025Q1: 2,090 shares; 2025Q2: 2,090 shares; 2025Q3: 2,090 shares; 2025Q4: 2,090 shares; 2026Q1: 2,090 shares 2,090 $1.15M 0.06% 0 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: 18,289 shares; 2024Q4: 18,958 shares; 2025Q1: 13,032 shares; 2025Q2: 14,456 shares; 2025Q3: 17,290 shares; 2025Q4: 18,897 shares; 2026Q1: 24,364 shares 24,364 $1.14M 0.06% +5,467 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,276 shares; 2024Q4: 30,397 shares; 2025Q1: 15,547 shares; 2025Q2: 13,007 shares; 2025Q3: 13,363 shares; 2025Q4: 12,148 shares; 2026Q1: 3,222 shares 3,222 $1.14M 0.06% -8,926 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,208 shares; 2024Q4: 4,661 shares; 2025Q1: 4,661 shares; 2025Q2: 5,208 shares; 2025Q3: 5,225 shares; 2025Q4: 5,229 shares; 2026Q1: 5,229 shares 5,229 $1.13M 0.06% 0 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: 12,833 shares; 2024Q4: 44,543 shares; 2025Q1: 26,540 shares; 2025Q2: 15,274 shares; 2025Q3: 14,543 shares; 2025Q4: 15,566 shares; 2026Q1: 17,000 shares 17,000 $1.09M 0.06% +1,434 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: 4,143 shares; 2024Q4: 4,063 shares; 2025Q1: 4,269 shares; 2025Q2: 4,269 shares; 2025Q3: 4,279 shares; 2025Q4: 4,277 shares; 2026Q1: 4,267 shares 4,267 $1.01M 0.06% -10 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: 4,373 shares; 2024Q4: 4,521 shares; 2025Q1: 4,869 shares; 2025Q2: 4,870 shares; 2025Q3: 4,844 shares; 2025Q4: 4,857 shares; 2026Q1: 5,093 shares 5,093 $982K 0.06% +236 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: 3,998 shares; 2024Q4: 3,999 shares; 2025Q1: 7,417 shares; 2025Q2: 7,379 shares; 2025Q3: 7,185 shares; 2025Q4: 6,702 shares; 2026Q1: 6,528 shares 6,528 $960K 0.05% -174 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 5,250 shares; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares; 2026Q1: 5,250 shares 5,250 $945K 0.05% 0 Timeline XYL XYLEM INC More: the full row for XYLEM 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: 7,601 shares 7,601 $908K 0.05% new 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: 5,741 shares; 2024Q4: 5,246 shares; 2025Q1: 5,250 shares; 2025Q2: 5,197 shares; 2025Q3: 5,197 shares; 2025Q4: 5,191 shares; 2026Q1: 4,934 shares 4,934 $895K 0.05% -257 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: 1,611 shares; 2024Q4: 2,952 shares; 2025Q1: 3,148 shares; 2025Q2: 3,043 shares; 2025Q3: 3,043 shares; 2025Q4: 3,046 shares; 2026Q1: 3,048 shares 3,048 $851K 0.05% +2 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,925 shares; 2024Q4: 10,847 shares; 2025Q1: 11,062 shares; 2025Q2: 10,855 shares; 2025Q3: 10,852 shares; 2025Q4: 10,967 shares; 2026Q1: 11,539 shares 11,539 $810K 0.05% +572 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: 30,945 shares; 2024Q4: 19,587 shares; 2025Q1: 7,909 shares; 2025Q2: 6,888 shares; 2025Q3: 9,319 shares; 2025Q4: 9,223 shares; 2026Q1: 7,052 shares 7,052 $804K 0.05% -2,171 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: 58,107 shares; 2024Q4: 57,258 shares; 2025Q1: 12,649 shares; 2025Q2: 5,494 shares; 2025Q3: 4,584 shares; 2025Q4: 3,634 shares; 2026Q1: 3,465 shares 3,465 $783K 0.04% -169 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: 2,421 shares; 2024Q4: 2,736 shares; 2025Q1: 2,811 shares; 2025Q2: 2,704 shares; 2025Q3: 2,201 shares; 2025Q4: 2,744 shares; 2026Q1: 2,709 shares 2,709 $769K 0.04% -35 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,886 shares; 2024Q4: 11,886 shares; 2025Q1: 11,886 shares; 2025Q2: 11,616 shares; 2025Q3: 11,616 shares; 2025Q4: 11,616 shares; 2026Q1: 11,616 shares 11,616 $760K 0.04% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,514 shares; 2024Q4: 23,527 shares; 2025Q1: 22,090 shares; 2025Q2: 20,090 shares; 2025Q3: 20,195 shares; 2025Q4: 19,709 shares; 2026Q1: 19,683 shares 19,683 $752K 0.04% -26 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,097 shares; 2024Q4: 9,054 shares; 2025Q1: 9,469 shares; 2025Q2: 11,190 shares; 2025Q3: 11,190 shares; 2025Q4: 10,880 shares; 2026Q1: 12,763 shares 12,763 $747K 0.04% +1,883 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,943 shares; 2024Q4: 6,739 shares; 2025Q1: 6,341 shares; 2025Q2: 6,203 shares; 2025Q3: 6,048 shares; 2025Q4: 6,091 shares; 2026Q1: 6,625 shares 6,625 $738K 0.04% +534 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: 14,411 shares; 2024Q4: 12,810 shares; 2025Q1: 13,256 shares; 2025Q2: 19,498 shares; 2025Q3: 15,867 shares; 2025Q4: 15,707 shares; 2026Q1: 9,538 shares 9,538 $725K 0.04% -6,169 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: 1,616 shares; 2024Q4: 1,616 shares; 2025Q1: 1,550 shares; 2025Q2: 1,590 shares; 2025Q3: 1,538 shares; 2025Q4: 1,471 shares; 2026Q1: 1,451 shares 1,451 $719K 0.04% -20 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: 18,876 shares; 2024Q4: 15,546 shares; 2025Q1: 10,314 shares; 2025Q2: 9,510 shares; 2025Q3: 9,398 shares; 2025Q4: 10,213 shares; 2026Q1: 7,332 shares 7,332 $713K 0.04% -2,881 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: 724 shares; 2024Q4: 714 shares; 2025Q1: 701 shares; 2025Q2: 701 shares; 2025Q3: 482 shares; 2025Q4: 991 shares; 2026Q1: 991 shares 991 $691K 0.04% 0 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: 15,210 shares; 2024Q4: 13,731 shares; 2025Q1: 13,367 shares; 2025Q2: 13,452 shares; 2025Q3: 10,295 shares; 2025Q4: 10,351 shares; 2026Q1: 10,184 shares 10,184 $672K 0.04% -167 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: 4,902 shares; 2024Q4: 4,962 shares; 2025Q1: 4,532 shares; 2025Q2: 4,535 shares; 2025Q3: 4,519 shares; 2025Q4: 5,070 shares; 2026Q1: 5,071 shares 5,071 $650K 0.04% +1 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: 9,205 shares; 2024Q4: 8,421 shares; 2025Q1: 7,785 shares; 2025Q2: 5,724 shares; 2025Q3: 5,719 shares; 2025Q4: 5,148 shares; 2026Q1: 4,679 shares 4,679 $642K 0.04% -469 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: 1,360 shares; 2024Q4: 1,360 shares; 2025Q1: 3,860 shares; 2025Q2: 3,860 shares; 2025Q3: 3,860 shares; 2025Q4: 3,774 shares; 2026Q1: 3,769 shares 3,769 $638K 0.04% -5 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: 5,722 shares; 2024Q4: 3,981 shares; 2025Q1: 3,862 shares; 2025Q2: 3,735 shares; 2025Q3: 3,519 shares; 2025Q4: 3,433 shares; 2026Q1: 3,049 shares 3,049 $634K 0.04% -384 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,920 shares; 2024Q4: 3,920 shares; 2025Q1: 3,663 shares; 2025Q2: 3,866 shares; 2025Q3: 4,089 shares; 2025Q4: 5,158 shares; 2026Q1: 3,660 shares 3,660 $633K 0.04% -1,498 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 1,907 shares; 2025Q1: 2,540 shares; 2025Q2: 2,591 shares; 2025Q3: 2,591 shares; 2025Q4: 2,608 shares; 2026Q1: 2,559 shares 2,559 $620K 0.03% -49 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: 12,090 shares; 2024Q4: 10,599 shares; 2025Q1: 8,183 shares; 2025Q2: 7,585 shares; 2025Q3: 7,230 shares; 2025Q4: 6,555 shares; 2026Q1: 6,371 shares 6,371 $614K 0.03% -184 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: 2,308 shares; 2024Q4: 2,123 shares; 2025Q1: 2,120 shares; 2025Q2: 2,014 shares; 2025Q3: 1,995 shares; 2025Q4: 1,857 shares; 2026Q1: 1,847 shares 1,847 $607K 0.03% -10 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,110 shares; 2024Q4: 1,947 shares; 2025Q1: 1,948 shares; 2025Q2: 803 shares; 2025Q3: 803 shares; 2025Q4: 1,549 shares; 2026Q1: 1,370 shares 1,370 $584K 0.03% -179 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: 10,003 shares; 2024Q4: 5,739 shares; 2025Q1: 6,146 shares; 2025Q2: 8,664 shares; 2025Q3: 8,435 shares; 2025Q4: 6,635 shares; 2026Q1: 6,480 shares 6,480 $581K 0.03% -155 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: 804 shares; 2025Q1: 726 shares; 2025Q2: 702 shares; 2025Q3: 467 shares; 2025Q4: 625 shares; 2026Q1: 665 shares 665 $580K 0.03% +40 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: 4,796 shares; 2024Q4: 4,351 shares; 2025Q1: 3,765 shares; 2025Q2: 2,790 shares; 2025Q3: 2,786 shares; 2025Q4: 2,641 shares; 2026Q1: 2,635 shares 2,635 $572K 0.03% -6 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,432 shares; 2024Q4: 4,500 shares; 2025Q1: 4,432 shares; 2025Q2: 4,127 shares; 2025Q3: 3,812 shares; 2025Q4: 2,722 shares; 2026Q1: 2,686 shares 2,686 $558K 0.03% -36 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 543 shares; 2025Q1: 485 shares; 2025Q2: 6,705 shares; 2025Q3: 6,652 shares; 2025Q4: 6,294 shares; 2026Q1: 5,990 shares 5,990 $553K 0.03% -304 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: 2,680 shares; 2024Q4: 4,582 shares; 2025Q1: 4,411 shares; 2025Q2: 4,411 shares; 2025Q3: 4,386 shares; 2025Q4: 4,386 shares; 2026Q1: 3,790 shares 3,790 $540K 0.03% -596 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: 3,196 shares; 2024Q4: 3,201 shares; 2025Q1: 3,205 shares; 2025Q2: 3,210 shares; 2025Q3: 3,215 shares; 2025Q4: 3,077 shares; 2026Q1: 2,955 shares 2,955 $538K 0.03% -122 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: not reported; 2024Q4: not reported; 2025Q1: 737 shares; 2025Q2: 976 shares; 2025Q3: 1,330 shares; 2025Q4: 1,832 shares; 2026Q1: 1,244 shares 1,244 $535K 0.03% -588 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: 405 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 374 shares; 2025Q3: 609 shares; 2025Q4: 610 shares; 2026Q1: 610 shares 610 $528K 0.03% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,082 shares; 2024Q4: 24,677 shares; 2025Q1: 20,364 shares; 2025Q2: 17,549 shares; 2025Q3: 10,806 shares; 2025Q4: 10,188 shares; 2026Q1: 3,000 shares 3,000 $527K 0.03% -7,188 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: not reported; 2024Q4: 4,790 shares; 2025Q1: 4,626 shares; 2025Q2: 5,867 shares; 2025Q3: 5,867 shares; 2025Q4: 5,867 shares; 2026Q1: 5,884 shares 5,884 $510K 0.03% +17 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: 16,298 shares; 2024Q4: 19,517 shares; 2025Q1: 23,445 shares; 2025Q2: 26,160 shares; 2025Q3: 29,203 shares; 2025Q4: 34,266 shares; 2026Q1: 8,515 shares 8,515 $504K 0.03% -25,751 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: 2,143 shares; 2024Q4: 8,049 shares; 2025Q1: 7,606 shares; 2025Q2: 1,729 shares; 2025Q3: 1,611 shares; 2025Q4: 1,614 shares; 2026Q1: 1,606 shares 1,606 $504K 0.03% -8 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: 3,599 shares; 2024Q4: 4,509 shares; 2025Q1: 3,502 shares; 2025Q2: 2,022 shares; 2025Q3: 2,016 shares; 2025Q4: 10,559 shares; 2026Q1: 2,951 shares 2,951 $477K 0.03% -7,608 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: 1,405 shares; 2024Q4: 1,405 shares; 2025Q1: 1,448 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares; 2025Q4: 1,452 shares; 2026Q1: 1,453 shares 1,453 $474K 0.03% +1 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: 12,244 shares; 2024Q4: 11,907 shares; 2025Q1: 17,372 shares; 2025Q2: 17,329 shares; 2025Q3: 19,350 shares; 2025Q4: 16,509 shares; 2026Q1: 16,145 shares 16,145 $468K 0.03% -364 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,200 shares; 2025Q2: 4,845 shares; 2025Q3: 4,845 shares; 2025Q4: 4,845 shares; 2026Q1: 9,209 shares 9,209 $451K 0.03% +4,364 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: 1,828 shares; 2024Q4: 4,555 shares; 2025Q1: 4,187 shares; 2025Q2: 1,407 shares; 2025Q3: 1,510 shares; 2025Q4: 2,047 shares; 2026Q1: 1,719 shares 1,719 $450K 0.03% -328 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,703 shares; 2024Q4: 2,703 shares; 2025Q1: 2,703 shares; 2025Q2: 2,703 shares; 2025Q3: 2,703 shares; 2025Q4: 2,706 shares; 2026Q1: 2,109 shares 2,109 $446K 0.03% -597 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,607 shares; 2024Q4: 1,607 shares; 2025Q1: 1,305 shares; 2025Q2: 2,356 shares; 2025Q3: 2,356 shares; 2025Q4: 2,363 shares; 2026Q1: 2,414 shares 2,414 $440K 0.02% +51 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: 1,345 shares; 2024Q4: 1,345 shares; 2025Q1: 1,311 shares; 2025Q2: 1,274 shares; 2025Q3: 1,274 shares; 2025Q4: 1,275 shares; 2026Q1: 1,277 shares 1,277 $438K 0.02% +2 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,578 shares; 2024Q4: 11,222 shares; 2025Q1: 11,222 shares; 2025Q2: 11,222 shares; 2025Q3: 11,222 shares; 2025Q4: 11,222 shares; 2026Q1: 11,222 shares 11,222 $437K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,695 shares; 2025Q1: 1,627 shares; 2025Q2: 1,627 shares; 2025Q3: 1,568 shares; 2025Q4: 1,570 shares; 2026Q1: 1,471 shares 1,471 $429K 0.02% -99 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: 1,654 shares; 2024Q4: 1,656 shares; 2025Q1: 1,658 shares; 2025Q2: 1,658 shares; 2025Q3: 1,659 shares; 2025Q4: 1,662 shares; 2026Q1: 1,664 shares 1,664 $428K 0.02% +2 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,429 shares; 2025Q2: 8,966 shares; 2025Q3: 8,829 shares; 2025Q4: 8,869 shares; 2026Q1: 9,538 shares 9,538 $421K 0.02% +669 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: 2,978 shares; 2024Q4: 2,648 shares; 2025Q1: 2,493 shares; 2025Q2: 2,533 shares; 2025Q3: 2,231 shares; 2025Q4: 2,238 shares; 2026Q1: 2,099 shares 2,099 $418K 0.02% -139 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: 1,303 shares; 2024Q4: 1,303 shares; 2025Q1: 1,328 shares; 2025Q2: 1,328 shares; 2025Q3: 1,328 shares; 2025Q4: 1,330 shares; 2026Q1: 1,252 shares 1,252 $409K 0.02% -78 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 1,585 shares; 2025Q1: 1,585 shares; 2025Q2: 1,785 shares; 2025Q3: 1,577 shares; 2025Q4: 1,563 shares; 2026Q1: 1,564 shares 1,564 $407K 0.02% +1 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,833 shares; 2025Q1: 1,836 shares; 2025Q2: 963 shares; 2025Q3: 1,335 shares; 2025Q4: 1,173 shares; 2026Q1: 1,411 shares 1,411 $405K 0.02% +238 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: 2,463 shares; 2024Q4: 2,471 shares; 2025Q1: 2,473 shares; 2025Q2: 2,480 shares; 2025Q3: 2,487 shares; 2025Q4: 2,487 shares; 2026Q1: 2,454 shares 2,454 $404K 0.02% -33 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: 6,093 shares; 2024Q4: 6,094 shares; 2025Q1: 5,968 shares; 2025Q2: 5,674 shares; 2025Q3: 5,674 shares; 2025Q4: 5,703 shares; 2026Q1: 5,063 shares 5,063 $403K 0.02% -640 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 4,340 shares; 2025Q1: 4,751 shares; 2025Q2: 4,751 shares; 2025Q3: 4,351 shares; 2025Q4: 4,162 shares; 2026Q1: 4,165 shares 4,165 $402K 0.02% +3 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,735 shares; 2025Q4: 1,747 shares; 2026Q1: 1,747 shares 1,747 $373K 0.02% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,274 shares; 2024Q4: 10,446 shares; 2025Q1: 10,647 shares; 2025Q2: 10,306 shares; 2025Q3: 10,491 shares; 2025Q4: 10,493 shares; 2026Q1: 11,970 shares 11,970 $367K 0.02% +1,477 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,444 shares; 2025Q3: 3,603 shares; 2025Q4: 4,099 shares; 2026Q1: 4,102 shares 4,102 $362K 0.02% +3 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: 993 shares; 2024Q4: 785 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 628 shares; 2025Q4: 628 shares; 2026Q1: 628 shares 628 $354K 0.02% 0 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: 3,517 shares; 2024Q4: 3,520 shares; 2025Q1: 3,522 shares; 2025Q2: 3,522 shares; 2025Q3: 1,477 shares; 2025Q4: 1,863 shares; 2026Q1: 1,613 shares 1,613 $347K 0.02% -250 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: 2,023 shares; 2024Q4: 2,023 shares; 2025Q1: 2,060 shares; 2025Q2: 2,060 shares; 2025Q3: 2,060 shares; 2025Q4: 2,036 shares; 2026Q1: 2,036 shares 2,036 $344K 0.02% 0 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: 3,364 shares; 2024Q4: 3,364 shares; 2025Q1: 3,105 shares; 2025Q2: 2,883 shares; 2025Q3: 2,594 shares; 2025Q4: 2,602 shares; 2026Q1: 2,604 shares 2,604 $341K 0.02% +2 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: 1,682 shares; 2024Q4: 1,555 shares; 2025Q1: 1,544 shares; 2025Q2: 1,548 shares; 2025Q3: 1,553 shares; 2025Q4: 1,509 shares; 2026Q1: 1,574 shares 1,574 $326K 0.02% +65 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,980 shares; 2024Q4: 2,951 shares; 2025Q1: 2,951 shares; 2025Q2: 2,951 shares; 2025Q3: 2,951 shares; 2025Q4: 2,951 shares; 2026Q1: 2,951 shares 2,951 $326K 0.02% 0 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: 3,043 shares; 2024Q4: 2,883 shares; 2025Q1: 2,693 shares; 2025Q2: 2,613 shares; 2025Q3: 2,613 shares; 2025Q4: 2,397 shares; 2026Q1: 2,397 shares 2,397 $314K 0.02% 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: 2,052 shares; 2025Q3: 1,944 shares; 2025Q4: 1,521 shares; 2026Q1: 2,078 shares 2,078 $304K 0.02% +557 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: 719 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 722 shares; 2026Q1: 723 shares 723 $301K 0.02% +1 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,938 shares; 2025Q1: not reported; 2025Q2: 2,478 shares; 2025Q3: 2,656 shares; 2025Q4: not reported; 2026Q1: 2,660 shares 2,660 $292K 0.02% new 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: 3,846 shares; 2024Q4: 3,793 shares; 2025Q1: 3,809 shares; 2025Q2: 3,739 shares; 2025Q3: 3,922 shares; 2025Q4: 3,534 shares; 2026Q1: 2,435 shares 2,435 $275K 0.02% -1,099 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: 2,908 shares; 2024Q4: 2,915 shares; 2025Q1: 2,918 shares; 2025Q2: 2,923 shares; 2025Q3: 2,928 shares; 2025Q4: 5,123 shares; 2026Q1: 3,306 shares 3,306 $274K 0.02% -1,817 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,277 shares; 2025Q4: 1,291 shares; 2026Q1: 1,285 shares 1,285 $261K 0.01% -6 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: 445 shares; 2024Q4: 445 shares; 2025Q1: not reported; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 286 shares; 2026Q1: 307 shares 307 $260K 0.01% +21 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,553 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,567 shares; 2025Q3: 7,573 shares; 2025Q4: 7,579 shares; 2026Q1: 7,580 shares 7,580 $257K 0.01% +1 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,130 shares; 2025Q2: 2,130 shares; 2025Q3: 2,100 shares; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares 2,150 $255K 0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $253K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,169 shares; 2024Q4: 3,169 shares; 2025Q1: 3,163 shares; 2025Q2: 3,163 shares; 2025Q3: 3,138 shares; 2025Q4: 3,138 shares; 2026Q1: 3,116 shares 3,116 $252K 0.01% -22 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares; 2026Q1: 843 shares 843 $252K 0.01% -360 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 778 shares; 2025Q2: 778 shares; 2025Q3: 778 shares; 2025Q4: 778 shares; 2026Q1: 778 shares 778 $244K 0.01% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 435 shares 435 $237K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,443 shares; 2025Q1: 1,402 shares; 2025Q2: 1,436 shares; 2025Q3: 1,503 shares; 2025Q4: 1,480 shares; 2026Q1: 1,479 shares 1,479 $233K 0.01% -1 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: 1,459 shares; 2024Q4: 1,459 shares; 2025Q1: 1,930 shares; 2025Q2: 2,105 shares; 2025Q3: 1,962 shares; 2025Q4: 1,965 shares; 2026Q1: 1,745 shares 1,745 $225K 0.01% -220 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: not reported; 2024Q4: 66,966 shares; 2025Q1: 24,304 shares; 2025Q2: 9,939 shares; 2025Q3: 5,877 shares; 2025Q4: 9,804 shares; 2026Q1: 3,035 shares 3,035 $223K 0.01% -6,769 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: 1,511 shares; 2024Q4: not reported; 2025Q1: 1,621 shares; 2025Q2: 1,686 shares; 2025Q3: 1,686 shares; 2025Q4: 1,688 shares; 2026Q1: 1,536 shares 1,536 $223K 0.01% -152 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,419 shares; 2025Q4: 1,419 shares; 2026Q1: 1,471 shares 1,471 $223K 0.01% +52 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,444 shares; 2025Q2: 1,444 shares; 2025Q3: 1,427 shares; 2025Q4: 1,414 shares; 2026Q1: 1,412 shares 1,412 $220K 0.01% -2 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 197 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 198 shares 198 $216K 0.01% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,256 shares; 2025Q4: not reported; 2026Q1: 2,270 shares 2,270 $213K 0.01% new Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,694 shares; 2025Q1: 8,966 shares; 2025Q2: 8,966 shares; 2025Q3: 8,174 shares; 2025Q4: 7,859 shares; 2026Q1: 4,247 shares 4,247 $211K 0.01% -3,612 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,179 shares; 2025Q2: not reported; 2025Q3: 5,229 shares; 2025Q4: not reported; 2026Q1: 5,179 shares 5,179 $209K 0.01% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,306 shares; 2024Q4: 12,286 shares; 2025Q1: 6,737 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,971 shares; 2026Q1: 2,579 shares 2,579 $205K 0.01% -8,392 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: 1,994 shares; 2024Q4: not reported; 2025Q1: 1,553 shares; 2025Q2: 1,553 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,404 shares 1,404 $204K 0.01% new Timeline MTUS METALLUS INC More: the full row for METALLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $163K 0.01% 0 Timeline LNKB LINKBANCORP INC More: the full row for LINKBANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,083 shares; 2024Q4: 33,083 shares; 2025Q1: 33,441 shares; 2025Q2: 33,800 shares; 2025Q3: 21,794 shares; 2025Q4: 18,972 shares; 2026Q1: 11,010 shares 11,010 $91.8K 0.01% -7,962 Timeline EU ENCORE ENERGY CORP More: the full row for ENCORE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,200 shares; 2024Q4: 15,205 shares; 2025Q1: 15,205 shares; 2025Q2: 15,205 shares; 2025Q3: 15,205 shares; 2025Q4: 15,204 shares; 2026Q1: 15,204 shares 15,204 $27.4K <0.01% 0 Timeline HYPR HYPERFINE INC More: the full row for HYPERFINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,752 shares; 2025Q2: 10,752 shares; 2025Q3: 10,752 shares; 2025Q4: 10,752 shares; 2026Q1: 10,752 shares 10,752 $11.6K <0.01% 0 Timeline