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: restricted; 2024Q4: 967,462 shares; 2025Q1: 949,500 shares; 2025Q2: 996,307 shares; 2025Q3: 940,666 shares; 2025Q4: 931,512 shares; 2026Q1: 922,509 shares 922,509 $600M 14.35% -9,003 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: restricted; 2024Q4: 2,131,099 shares; 2025Q1: 2,221,754 shares; 2025Q2: 2,267,439 shares; 2025Q3: 2,302,241 shares; 2025Q4: 2,213,376 shares; 2026Q1: 2,121,252 shares 2,121,252 $239M 5.72% -92,124 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: restricted; 2024Q4: 3,139,386 shares; 2025Q1: 3,471,900 shares; 2025Q2: 3,632,757 shares; 2025Q3: 3,697,841 shares; 2025Q4: 3,346,008 shares; 2026Q1: 3,212,980 shares 3,212,980 $210M 5.01% -133,028 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,717,734 shares; 2025Q1: 2,847,682 shares; 2025Q2: 2,908,007 shares; 2025Q3: 2,961,972 shares; 2025Q4: 2,930,230 shares; 2026Q1: 2,956,984 shares 2,956,984 $206M 4.93% +26,754 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: restricted; 2024Q4: 1,013,203 shares; 2025Q1: 3,875,386 shares; 2025Q2: 855,115 shares; 2025Q3: 875,127 shares; 2025Q4: 849,986 shares; 2026Q1: 1,238,632 shares 1,238,632 $164M 3.92% +388,646 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: restricted; 2024Q4: 187,372 shares; 2025Q1: 206,397 shares; 2025Q2: 223,578 shares; 2025Q3: 234,868 shares; 2025Q4: 315,833 shares; 2026Q1: 320,240 shares 320,240 $157M 3.76% +4,407 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: restricted; 2024Q4: 738,227 shares; 2025Q1: 768,417 shares; 2025Q2: 606,903 shares; 2025Q3: 594,738 shares; 2025Q4: 588,091 shares; 2026Q1: 526,086 shares 526,086 $134M 3.19% -62,005 Timeline JCPB 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: restricted; 2024Q4: 1,482,502 shares; 2025Q1: 2,034,162 shares; 2025Q2: 2,243,663 shares; 2025Q3: 2,493,718 shares; 2025Q4: 2,628,308 shares; 2026Q1: 2,906,052 shares 2,906,052 $128M 3.07% +277,744 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: restricted; 2024Q4: 161,698 shares; 2025Q1: 162,801 shares; 2025Q2: 139,216 shares; 2025Q3: 142,695 shares; 2025Q4: 136,434 shares; 2026Q1: 131,645 shares 131,645 $121M 2.9% -4,789 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: restricted; 2024Q4: 655,500 shares; 2025Q1: 651,029 shares; 2025Q2: 719,108 shares; 2025Q3: 620,514 shares; 2025Q4: 599,980 shares; 2026Q1: 591,654 shares 591,654 $114M 2.72% -8,326 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: restricted; 2024Q4: 1,402,996 shares; 2025Q1: 1,487,258 shares; 2025Q2: 1,520,422 shares; 2025Q3: 1,632,908 shares; 2025Q4: 1,865,445 shares; 2026Q1: 1,989,734 shares 1,989,734 $109M 2.62% +124,289 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: restricted; 2024Q4: 543,749 shares; 2025Q1: 550,634 shares; 2025Q2: 603,100 shares; 2025Q3: 605,124 shares; 2025Q4: 600,895 shares; 2026Q1: 481,597 shares 481,597 $84M 2.01% -119,298 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 942,475 shares; 2025Q1: 1,326,352 shares; 2025Q2: 1,499,179 shares; 2025Q3: 1,673,493 shares; 2025Q4: 1,757,004 shares; 2026Q1: 1,934,021 shares 1,934,021 $83.2M 1.99% +177,017 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: restricted; 2024Q4: 625,314 shares; 2025Q1: 920,683 shares; 2025Q2: 965,567 shares; 2025Q3: 1,023,686 shares; 2025Q4: 1,094,844 shares; 2026Q1: 1,133,104 shares 1,133,104 $72.5M 1.73% +38,260 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: restricted; 2024Q4: 65,656 shares; 2025Q1: 96,681 shares; 2025Q2: 95,875 shares; 2025Q3: 109,750 shares; 2025Q4: 106,623 shares; 2026Q1: 115,393 shares 115,393 $69M 1.65% +8,770 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,247,033 shares; 2025Q1: 1,233,524 shares; 2025Q2: 852,754 shares; 2025Q3: 861,252 shares; 2025Q4: 882,829 shares; 2026Q1: 924,881 shares 924,881 $68.8M 1.65% +42,052 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: restricted; 2024Q4: 270,549 shares; 2025Q1: 273,939 shares; 2025Q2: 209,782 shares; 2025Q3: 206,411 shares; 2025Q4: 205,646 shares; 2026Q1: 176,073 shares 176,073 $65.2M 1.56% -29,573 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: restricted; 2024Q4: 600,317 shares; 2025Q1: 641,851 shares; 2025Q2: 653,537 shares; 2025Q3: 654,515 shares; 2025Q4: 663,613 shares; 2026Q1: 609,439 shares 609,439 $59.2M 1.42% -54,174 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: restricted; 2024Q4: 294,749 shares; 2025Q1: 296,082 shares; 2025Q2: 116,421 shares; 2025Q3: 115,215 shares; 2025Q4: 118,149 shares; 2026Q1: 112,888 shares 112,888 $54.1M 1.29% -5,261 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: restricted; 2024Q4: 301,663 shares; 2025Q1: 338,419 shares; 2025Q2: 295,695 shares; 2025Q3: 293,117 shares; 2025Q4: 290,282 shares; 2026Q1: 253,986 shares 253,986 $52.9M 1.27% -36,296 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: restricted; 2024Q4: 254,663 shares; 2025Q1: 255,403 shares; 2025Q2: 230,958 shares; 2025Q3: 228,279 shares; 2025Q4: 229,888 shares; 2026Q1: 182,155 shares 182,155 $52.4M 1.25% -47,733 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: restricted; 2024Q4: 171,858 shares; 2025Q1: 174,600 shares; 2025Q2: 152,911 shares; 2025Q3: 152,192 shares; 2025Q4: 143,580 shares; 2026Q1: 131,299 shares 131,299 $38.6M 0.92% -12,281 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: restricted; 2024Q4: 551,419 shares; 2025Q1: 541,705 shares; 2025Q2: 538,438 shares; 2025Q3: 544,694 shares; 2025Q4: 555,111 shares; 2026Q1: 559,702 shares 559,702 $35.9M 0.86% +4,591 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: restricted; 2024Q4: 684,394 shares; 2025Q1: 651,688 shares; 2025Q2: 665,236 shares; 2025Q3: 660,787 shares; 2025Q4: 651,349 shares; 2026Q1: 644,421 shares 644,421 $34.8M 0.83% -6,928 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: restricted; 2024Q4: 171,159 shares; 2025Q1: 197,265 shares; 2025Q2: 127,896 shares; 2025Q3: 126,954 shares; 2025Q4: 123,900 shares; 2026Q1: 115,301 shares 115,301 $33.1M 0.79% -8,599 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,450 shares; 2025Q4: 531,291 shares; 2026Q1: 616,909 shares 616,909 $30.5M 0.73% +85,618 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: restricted; 2024Q4: 91,993 shares; 2025Q1: 95,861 shares; 2025Q2: 103,087 shares; 2025Q3: 103,632 shares; 2025Q4: 101,945 shares; 2026Q1: 103,039 shares 103,039 $25.6M 0.61% +1,094 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: restricted; 2024Q4: 81,424 shares; 2025Q1: 84,031 shares; 2025Q2: 46,053 shares; 2025Q3: 48,691 shares; 2025Q4: 52,569 shares; 2026Q1: 44,322 shares 44,322 $25.4M 0.61% -8,247 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: restricted; 2024Q4: 38,678 shares; 2025Q1: 51,273 shares; 2025Q2: 180,447 shares; 2025Q3: 53,836 shares; 2025Q4: 52,227 shares; 2026Q1: 42,807 shares 42,807 $24.7M 0.59% -9,420 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: restricted; 2024Q4: 26,433 shares; 2025Q1: 26,080 shares; 2025Q2: 84,387 shares; 2025Q3: 116,226 shares; 2025Q4: 209,492 shares; 2026Q1: 246,781 shares 246,781 $24M 0.57% +37,289 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: restricted; 2024Q4: 57,281 shares; 2025Q1: 61,144 shares; 2025Q2: 65,338 shares; 2025Q3: 62,425 shares; 2025Q4: 58,237 shares; 2026Q1: 53,821 shares 53,821 $20M 0.48% -4,416 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: restricted; 2024Q4: 112,810 shares; 2025Q1: 113,672 shares; 2025Q2: 114,120 shares; 2025Q3: 119,315 shares; 2025Q4: 117,193 shares; 2026Q1: 101,468 shares 101,468 $17.2M 0.41% -15,725 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: restricted; 2024Q4: 59,218 shares; 2025Q1: 60,695 shares; 2025Q2: 66,268 shares; 2025Q3: 65,087 shares; 2025Q4: 68,051 shares; 2026Q1: 51,026 shares 51,026 $15.8M 0.38% -17,025 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: restricted; 2024Q4: 19,935 shares; 2025Q1: 19,760 shares; 2025Q2: 31,347 shares; 2025Q3: 21,633 shares; 2025Q4: 24,395 shares; 2026Q1: 22,104 shares 22,104 $15.7M 0.37% -2,291 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: restricted; 2024Q4: 61,066 shares; 2025Q1: 97,794 shares; 2025Q2: 61,888 shares; 2025Q3: 59,990 shares; 2025Q4: 61,656 shares; 2026Q1: 51,006 shares 51,006 $15.4M 0.37% -10,650 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: restricted; 2024Q4: 129,922 shares; 2025Q1: 129,386 shares; 2025Q2: 79,637 shares; 2025Q3: 76,592 shares; 2025Q4: 72,507 shares; 2026Q1: 62,296 shares 62,296 $15.2M 0.36% -10,211 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: restricted; 2024Q4: 144,294 shares; 2025Q1: 143,151 shares; 2025Q2: 148,130 shares; 2025Q3: 146,786 shares; 2025Q4: 145,448 shares; 2026Q1: 111,083 shares 111,083 $13.8M 0.33% -34,365 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: restricted; 2024Q4: 31,765 shares; 2025Q1: 34,987 shares; 2025Q2: 38,083 shares; 2025Q3: 37,907 shares; 2025Q4: 38,198 shares; 2026Q1: 41,637 shares 41,637 $13.4M 0.32% +3,439 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: restricted; 2024Q4: 31,733 shares; 2025Q1: 30,824 shares; 2025Q2: 32,272 shares; 2025Q3: 32,432 shares; 2025Q4: 32,927 shares; 2026Q1: 31,195 shares 31,195 $13.3M 0.32% -1,732 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: restricted; 2024Q4: 89,480 shares; 2025Q1: 89,265 shares; 2025Q2: 91,751 shares; 2025Q3: 89,287 shares; 2025Q4: 85,393 shares; 2026Q1: 83,813 shares 83,813 $12.1M 0.29% -1,580 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: restricted; 2024Q4: 257,051 shares; 2025Q1: 249,127 shares; 2025Q2: 257,459 shares; 2025Q3: 254,902 shares; 2025Q4: 250,029 shares; 2026Q1: 248,750 shares 248,750 $12M 0.29% -1,279 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: restricted; 2024Q4: 28,540 shares; 2025Q1: 29,144 shares; 2025Q2: 30,577 shares; 2025Q3: 31,237 shares; 2025Q4: 33,413 shares; 2026Q1: 34,517 shares 34,517 $11.7M 0.28% +1,104 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: restricted; 2024Q4: 83,371 shares; 2025Q1: 90,787 shares; 2025Q2: 95,299 shares; 2025Q3: 88,959 shares; 2025Q4: 90,582 shares; 2026Q1: 77,102 shares 77,102 $11.3M 0.27% -13,480 Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 225,419 shares; 2025Q1: 225,427 shares; 2025Q2: 239,482 shares; 2025Q3: 244,064 shares; 2025Q4: 244,108 shares; 2026Q1: 235,100 shares 235,100 $10.1M 0.24% -9,008 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: restricted; 2024Q4: 44,704 shares; 2025Q1: 43,977 shares; 2025Q2: 76,361 shares; 2025Q3: 45,356 shares; 2025Q4: 46,445 shares; 2026Q1: 47,057 shares 47,057 $10.1M 0.24% +612 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: restricted; 2024Q4: 81,745 shares; 2025Q1: 83,274 shares; 2025Q2: 53,285 shares; 2025Q3: 52,489 shares; 2025Q4: 53,234 shares; 2026Q1: 45,507 shares 45,507 $9.9M 0.24% -7,727 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: restricted; 2024Q4: 23,568 shares; 2025Q1: 23,504 shares; 2025Q2: 23,403 shares; 2025Q3: 22,933 shares; 2025Q4: 23,298 shares; 2026Q1: 19,507 shares 19,507 $9.75M 0.23% -3,791 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: restricted; 2024Q4: 87,333 shares; 2025Q1: 86,083 shares; 2025Q2: 64,193 shares; 2025Q3: 59,487 shares; 2025Q4: 56,919 shares; 2026Q1: 48,811 shares 48,811 $9.42M 0.23% -8,108 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: restricted; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 15 shares; 2025Q4: 14 shares; 2026Q1: 13 shares 13 $9.34M 0.22% -1 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: restricted; 2024Q4: 40,031 shares; 2025Q1: 41,490 shares; 2025Q2: 327,066 shares; 2025Q3: 327,519 shares; 2025Q4: 328,361 shares; 2026Q1: 332,688 shares 332,688 $9.28M 0.22% +4,327 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: restricted; 2024Q4: 12,797 shares; 2025Q1: 13,091 shares; 2025Q2: 12,026 shares; 2025Q3: 11,407 shares; 2025Q4: 11,148 shares; 2026Q1: 9,306 shares 9,306 $9.27M 0.22% -1,842 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: restricted; 2024Q4: 43,716 shares; 2025Q1: 49,589 shares; 2025Q2: 48,344 shares; 2025Q3: 50,473 shares; 2025Q4: 49,014 shares; 2026Q1: 44,332 shares 44,332 $9.17M 0.22% -4,682 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: restricted; 2024Q4: 19,991 shares; 2025Q1: 31,880 shares; 2025Q2: 43,076 shares; 2025Q3: 21,369 shares; 2025Q4: 20,478 shares; 2026Q1: 20,335 shares 20,335 $8.88M 0.21% -143 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: restricted; 2024Q4: 233,438 shares; 2025Q1: 205,778 shares; 2025Q2: 219,314 shares; 2025Q3: 202,987 shares; 2025Q4: 219,028 shares; 2026Q1: 178,774 shares 178,774 $8.71M 0.21% -40,254 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: restricted; 2024Q4: 3,168 shares; 2025Q1: 2,401 shares; 2025Q2: 27,595 shares; 2025Q3: 27,582 shares; 2025Q4: 27,524 shares; 2026Q1: 28,611 shares 28,611 $8.55M 0.2% +1,087 Timeline JMST 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,913 shares; 2026Q1: 163,712 shares 163,712 $8.35M 0.2% +41,799 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: restricted; 2024Q4: 14,099 shares; 2025Q1: 13,974 shares; 2025Q2: 15,369 shares; 2025Q3: 15,232 shares; 2025Q4: 14,944 shares; 2026Q1: 13,340 shares 13,340 $8.06M 0.19% -1,604 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: restricted; 2024Q4: 14,424 shares; 2025Q1: 17,337 shares; 2025Q2: 65,672 shares; 2025Q3: 31,028 shares; 2025Q4: 31,301 shares; 2026Q1: 32,594 shares 32,594 $7.69M 0.18% +1,293 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: restricted; 2024Q4: 88,104 shares; 2025Q1: 88,879 shares; 2025Q2: 128,510 shares; 2025Q3: 144,901 shares; 2025Q4: 135,423 shares; 2026Q1: 146,890 shares 146,890 $7.69M 0.18% +11,467 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: restricted; 2024Q4: 38,504 shares; 2025Q1: 39,248 shares; 2025Q2: 43,977 shares; 2025Q3: 44,180 shares; 2025Q4: 44,860 shares; 2026Q1: 47,990 shares 47,990 $7.44M 0.18% +3,130 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: restricted; 2024Q4: 25,732 shares; 2025Q1: 25,723 shares; 2025Q2: 26,858 shares; 2025Q3: 27,615 shares; 2025Q4: 51,629 shares; 2026Q1: 53,393 shares 53,393 $7.1M 0.17% +1,764 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: restricted; 2024Q4: 78,470 shares; 2025Q1: 84,097 shares; 2025Q2: 56,362 shares; 2025Q3: 59,188 shares; 2025Q4: 53,935 shares; 2026Q1: 45,139 shares 45,139 $7.01M 0.17% -8,796 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,172 shares; 2025Q1: 54,523 shares; 2025Q2: 54,633 shares; 2025Q3: 59,911 shares; 2025Q4: 60,803 shares; 2026Q1: 67,311 shares 67,311 $6.68M 0.16% +6,508 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: restricted; 2024Q4: 25,440 shares; 2025Q1: 26,104 shares; 2025Q2: 27,762 shares; 2025Q3: 27,182 shares; 2025Q4: 27,136 shares; 2026Q1: 21,379 shares 21,379 $6.64M 0.16% -5,757 Timeline XPEV XPENG INC More: the full row for XPENG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 386,178 shares 386,178 $6.61M 0.16% new 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: restricted; 2024Q4: 42,720 shares; 2025Q1: 44,429 shares; 2025Q2: 23,156 shares; 2025Q3: 22,510 shares; 2025Q4: 21,032 shares; 2026Q1: 18,747 shares 18,747 $6.6M 0.16% -2,285 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: restricted; 2024Q4: 46,167 shares; 2025Q1: 46,324 shares; 2025Q2: 53,395 shares; 2025Q3: 48,364 shares; 2025Q4: 49,146 shares; 2026Q1: 44,997 shares 44,997 $6.58M 0.16% -4,149 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: restricted; 2024Q4: 27,520 shares; 2025Q1: 27,799 shares; 2025Q2: 9,462 shares; 2025Q3: 8,617 shares; 2025Q4: 8,511 shares; 2026Q1: 7,780 shares 7,780 $6.58M 0.16% -731 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119,663 shares; 2025Q1: 116,306 shares; 2025Q2: 117,030 shares; 2025Q3: 117,177 shares; 2025Q4: 115,628 shares; 2026Q1: 115,658 shares 115,658 $6.57M 0.16% +30 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,481 shares; 2025Q1: 43,928 shares; 2025Q2: 44,785 shares; 2025Q3: 46,318 shares; 2025Q4: 46,916 shares; 2026Q1: 47,423 shares 47,423 $6.56M 0.16% +507 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 109,563 shares; 2025Q1: 101,668 shares; 2025Q2: 93,571 shares; 2025Q3: 87,199 shares; 2025Q4: 86,218 shares; 2026Q1: 83,330 shares 83,330 $6.55M 0.16% -2,888 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: restricted; 2024Q4: 7,544 shares; 2025Q1: 7,596 shares; 2025Q2: 7,131 shares; 2025Q3: 7,585 shares; 2025Q4: 83,319 shares; 2026Q1: 67,248 shares 67,248 $6.47M 0.15% -16,071 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: restricted; 2024Q4: 88,723 shares; 2025Q1: 86,240 shares; 2025Q2: 66,763 shares; 2025Q3: 70,229 shares; 2025Q4: 67,396 shares; 2026Q1: 53,223 shares 53,223 $6.4M 0.15% -14,173 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,875 shares; 2025Q1: 65,282 shares; 2025Q2: 66,346 shares; 2025Q3: 62,760 shares; 2025Q4: 63,476 shares; 2026Q1: 54,916 shares 54,916 $6.23M 0.15% -8,560 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: restricted; 2024Q4: 100,791 shares; 2025Q1: 100,925 shares; 2025Q2: 75,992 shares; 2025Q3: 72,146 shares; 2025Q4: 71,616 shares; 2026Q1: 61,462 shares 61,462 $5.92M 0.14% -10,154 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: restricted; 2024Q4: 4,019 shares; 2025Q1: 2,723 shares; 2025Q2: 42,033 shares; 2025Q3: 44,229 shares; 2025Q4: 55,778 shares; 2026Q1: 54,883 shares 54,883 $5.83M 0.14% -895 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: restricted; 2024Q4: 55,734 shares; 2025Q1: 53,621 shares; 2025Q2: 26,678 shares; 2025Q3: 28,878 shares; 2025Q4: 29,423 shares; 2026Q1: 27,966 shares 27,966 $5.57M 0.13% -1,457 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: restricted; 2024Q4: 95,732 shares; 2025Q1: 93,769 shares; 2025Q2: 89,707 shares; 2025Q3: 85,400 shares; 2025Q4: 85,271 shares; 2026Q1: 70,637 shares 70,637 $5.48M 0.13% -14,634 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: restricted; 2024Q4: 116,037 shares; 2025Q1: 122,180 shares; 2025Q2: 100,696 shares; 2025Q3: 97,393 shares; 2025Q4: 100,614 shares; 2026Q1: 71,802 shares 71,802 $5.46M 0.13% -28,812 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: restricted; 2024Q4: 27,050 shares; 2025Q1: 26,936 shares; 2025Q2: 29,244 shares; 2025Q3: 28,317 shares; 2025Q4: 26,133 shares; 2026Q1: 16,460 shares 16,460 $5.41M 0.13% -9,673 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: restricted; 2024Q4: 40,190 shares; 2025Q1: 41,125 shares; 2025Q2: 41,545 shares; 2025Q3: 40,922 shares; 2025Q4: 42,279 shares; 2026Q1: 31,427 shares 31,427 $5.2M 0.12% -10,852 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: restricted; 2024Q4: 11,554 shares; 2025Q1: 11,586 shares; 2025Q2: 12,063 shares; 2025Q3: 11,147 shares; 2025Q4: 11,146 shares; 2026Q1: 9,635 shares 9,635 $5.18M 0.12% -1,511 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: restricted; 2024Q4: 143,073 shares; 2025Q1: 137,602 shares; 2025Q2: 169,750 shares; 2025Q3: 172,759 shares; 2025Q4: 170,342 shares; 2026Q1: 176,783 shares 176,783 $5.12M 0.12% +6,441 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: restricted; 2024Q4: 64,527 shares; 2025Q1: 67,678 shares; 2025Q2: 203,456 shares; 2025Q3: 198,274 shares; 2025Q4: 197,686 shares; 2026Q1: 197,870 shares 197,870 $4.88M 0.12% +184 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: restricted; 2024Q4: 27,185 shares; 2025Q1: 28,503 shares; 2025Q2: 30,771 shares; 2025Q3: 30,641 shares; 2025Q4: 29,299 shares; 2026Q1: 29,435 shares 29,435 $4.87M 0.12% +136 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: restricted; 2024Q4: 15,810 shares; 2025Q1: 15,832 shares; 2025Q2: 17,886 shares; 2025Q3: 17,965 shares; 2025Q4: 18,470 shares; 2026Q1: 16,039 shares 16,039 $4.85M 0.12% -2,431 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: restricted; 2024Q4: 8,019 shares; 2025Q1: 8,235 shares; 2025Q2: 10,078 shares; 2025Q3: 9,524 shares; 2025Q4: 9,226 shares; 2026Q1: 8,485 shares 8,485 $4.78M 0.11% -741 Timeline 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: restricted; 2024Q4: 54,167 shares; 2025Q1: 55,535 shares; 2025Q2: 61,746 shares; 2025Q3: 58,717 shares; 2025Q4: 59,321 shares; 2026Q1: 60,941 shares 60,941 $4.7M 0.11% +1,620 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: restricted; 2024Q4: 6,462 shares; 2025Q1: 7,045 shares; 2025Q2: 7,131 shares; 2025Q3: 7,043 shares; 2025Q4: 7,128 shares; 2026Q1: 5,200 shares 5,200 $4.54M 0.11% -1,928 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: restricted; 2024Q4: 105,036 shares; 2025Q1: 110,767 shares; 2025Q2: 111,115 shares; 2025Q3: 112,030 shares; 2025Q4: 106,324 shares; 2026Q1: 89,927 shares 89,927 $4.51M 0.11% -16,397 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: restricted; 2024Q4: 17,311 shares; 2025Q1: 16,527 shares; 2025Q2: 21,347 shares; 2025Q3: 19,667 shares; 2025Q4: 38,712 shares; 2026Q1: 50,669 shares 50,669 $4.47M 0.11% +11,957 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: restricted; 2024Q4: 202,705 shares; 2025Q1: 187,780 shares; 2025Q2: 187,310 shares; 2025Q3: 182,509 shares; 2025Q4: 178,211 shares; 2026Q1: 159,003 shares 159,003 $4.46M 0.11% -19,208 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: restricted; 2024Q4: 13,349 shares; 2025Q1: 13,284 shares; 2025Q2: 14,899 shares; 2025Q3: 14,017 shares; 2025Q4: 13,360 shares; 2026Q1: 12,341 shares 12,341 $4.4M 0.11% -1,019 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: restricted; 2024Q4: 13,979 shares; 2025Q1: 13,874 shares; 2025Q2: 20,173 shares; 2025Q3: 22,553 shares; 2025Q4: 21,929 shares; 2026Q1: 16,171 shares 16,171 $4.37M 0.1% -5,758 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: restricted; 2024Q4: 14,176 shares; 2025Q1: 10,104 shares; 2025Q2: 13,765 shares; 2025Q3: 12,467 shares; 2025Q4: 12,465 shares; 2026Q1: 12,043 shares 12,043 $4.29M 0.1% -422 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: restricted; 2024Q4: 19,595 shares; 2025Q1: 20,349 shares; 2025Q2: 21,125 shares; 2025Q3: 20,507 shares; 2025Q4: 20,931 shares; 2026Q1: 14,760 shares 14,760 $4.19M 0.1% -6,171 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: restricted; 2024Q4: 14,527 shares; 2025Q1: 15,525 shares; 2025Q2: 16,048 shares; 2025Q3: 16,673 shares; 2025Q4: 16,743 shares; 2026Q1: 15,861 shares 15,861 $4.15M 0.1% -882 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: restricted; 2024Q4: 29,410 shares; 2025Q1: 32,767 shares; 2025Q2: 29,397 shares; 2025Q3: 29,810 shares; 2025Q4: 28,510 shares; 2026Q1: 25,855 shares 25,855 $4.14M 0.1% -2,655 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: restricted; 2024Q4: 32,154 shares; 2025Q1: 32,342 shares; 2025Q2: 34,238 shares; 2025Q3: 37,726 shares; 2025Q4: 36,082 shares; 2026Q1: 36,414 shares 36,414 $4.12M 0.1% +332 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: restricted; 2024Q4: 14,096 shares; 2025Q1: 14,837 shares; 2025Q2: 17,317 shares; 2025Q3: 18,054 shares; 2025Q4: 18,360 shares; 2026Q1: 16,540 shares 16,540 $4.01M 0.1% -1,820 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 255,527 shares; 2025Q1: 180,926 shares; 2025Q2: 213,331 shares; 2025Q3: 187,887 shares; 2025Q4: 189,045 shares; 2026Q1: 204,610 shares 204,610 $3.95M 0.09% +15,565 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: restricted; 2024Q4: 6,159 shares; 2025Q1: 6,170 shares; 2025Q2: 12,933 shares; 2025Q3: 12,940 shares; 2025Q4: 12,992 shares; 2026Q1: 12,969 shares 12,969 $3.92M 0.09% -23 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: restricted; 2024Q4: 80,000 shares; 2025Q1: 80,903 shares; 2025Q2: 34,295 shares; 2025Q3: 33,852 shares; 2025Q4: 30,963 shares; 2026Q1: 20,461 shares 20,461 $3.82M 0.09% -10,502 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: restricted; 2024Q4: 174,282 shares; 2025Q1: 166,236 shares; 2025Q2: 80,537 shares; 2025Q3: 41,293 shares; 2025Q4: 71,361 shares; 2026Q1: 76,444 shares 76,444 $3.81M 0.09% +5,083 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,241 shares; 2025Q1: 9,858 shares; 2025Q2: 10,476 shares; 2025Q3: 11,121 shares; 2025Q4: 10,988 shares; 2026Q1: 9,768 shares 9,768 $3.81M 0.09% -1,220 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,217 shares; 2025Q1: 17,261 shares; 2025Q2: 17,734 shares; 2025Q3: 19,346 shares; 2025Q4: 19,332 shares; 2026Q1: 17,894 shares 17,894 $3.78M 0.09% -1,438 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: restricted; 2024Q4: 19,815 shares; 2025Q1: 20,606 shares; 2025Q2: 23,773 shares; 2025Q3: 23,603 shares; 2025Q4: 24,133 shares; 2026Q1: 24,194 shares 24,194 $3.66M 0.09% +61 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: restricted; 2024Q4: 49,062 shares; 2025Q1: 49,615 shares; 2025Q2: 52,108 shares; 2025Q3: 54,724 shares; 2025Q4: 57,260 shares; 2026Q1: 45,850 shares 45,850 $3.65M 0.09% -11,410 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: restricted; 2024Q4: 78,933 shares; 2025Q1: 86,819 shares; 2025Q2: 88,535 shares; 2025Q3: 86,439 shares; 2025Q4: 83,615 shares; 2026Q1: 82,139 shares 82,139 $3.64M 0.09% -1,476 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: restricted; 2024Q4: 20,737 shares; 2025Q1: 21,881 shares; 2025Q2: 22,606 shares; 2025Q3: 20,852 shares; 2025Q4: 20,131 shares; 2026Q1: 16,040 shares 16,040 $3.63M 0.09% -4,091 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,257 shares; 2025Q1: 93,464 shares; 2025Q2: 96,516 shares; 2025Q3: 93,047 shares; 2025Q4: 94,396 shares; 2026Q1: 94,734 shares 94,734 $3.58M 0.09% +338 Timeline HDV 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: restricted; 2024Q4: 184,836 shares; 2025Q1: 181,951 shares; 2025Q2: 26,945 shares; 2025Q3: 27,465 shares; 2025Q4: 25,120 shares; 2026Q1: 24,770 shares 24,770 $3.36M 0.08% -350 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: restricted; 2024Q4: 31,767 shares; 2025Q1: 31,690 shares; 2025Q2: 31,788 shares; 2025Q3: 32,241 shares; 2025Q4: 32,629 shares; 2026Q1: 34,224 shares 34,224 $3.35M 0.08% +1,595 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,103 shares; 2025Q1: 40,852 shares; 2025Q2: 64,499 shares; 2025Q3: 39,030 shares; 2025Q4: 82,379 shares; 2026Q1: 86,630 shares 86,630 $3.33M 0.08% +4,251 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: restricted; 2024Q4: 11,537 shares; 2025Q1: 10,640 shares; 2025Q2: 11,281 shares; 2025Q3: 11,234 shares; 2025Q4: 11,099 shares; 2026Q1: 9,170 shares 9,170 $3.28M 0.08% -1,929 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: restricted; 2024Q4: 3,645 shares; 2025Q1: 3,549 shares; 2025Q2: 4,623 shares; 2025Q3: 4,660 shares; 2025Q4: 4,742 shares; 2026Q1: 4,692 shares 4,692 $3.27M 0.08% -50 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: restricted; 2024Q4: 109,098 shares; 2025Q1: 104,343 shares; 2025Q2: 102,208 shares; 2025Q3: 89,718 shares; 2025Q4: 90,703 shares; 2026Q1: 74,077 shares 74,077 $3.27M 0.08% -16,626 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123,764 shares; 2025Q1: 123,764 shares; 2025Q2: 123,764 shares; 2025Q3: 123,764 shares; 2025Q4: 123,764 shares; 2026Q1: 123,764 shares 123,764 $3.17M 0.08% 0 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: restricted; 2024Q4: 1,852 shares; 2025Q1: 2,762 shares; 2025Q2: 2,618 shares; 2025Q3: 2,414 shares; 2025Q4: 2,775 shares; 2026Q1: 2,400 shares 2,400 $3.17M 0.08% -375 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: restricted; 2024Q4: 9,016 shares; 2025Q1: 10,253 shares; 2025Q2: 12,640 shares; 2025Q3: 10,205 shares; 2025Q4: 9,790 shares; 2026Q1: 7,190 shares 7,190 $3.09M 0.07% -2,600 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: restricted; 2024Q4: 20,872 shares; 2025Q1: 21,555 shares; 2025Q2: 23,369 shares; 2025Q3: 22,580 shares; 2025Q4: 23,614 shares; 2026Q1: 18,712 shares 18,712 $2.99M 0.07% -4,902 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: restricted; 2024Q4: 135,030 shares; 2025Q1: 134,305 shares; 2025Q2: 114,401 shares; 2025Q3: 197,824 shares; 2025Q4: 169,350 shares; 2026Q1: 113,715 shares 113,715 $2.92M 0.07% -55,635 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: restricted; 2024Q4: 8,547 shares; 2025Q1: 8,757 shares; 2025Q2: 8,829 shares; 2025Q3: 9,518 shares; 2025Q4: 10,310 shares; 2026Q1: 8,231 shares 8,231 $2.81M 0.07% -2,079 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: restricted; 2024Q4: 26,251 shares; 2025Q1: 24,107 shares; 2025Q2: 27,636 shares; 2025Q3: 27,324 shares; 2025Q4: 25,483 shares; 2026Q1: 21,278 shares 21,278 $2.81M 0.07% -4,205 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: restricted; 2024Q4: 15,350 shares; 2025Q1: 15,550 shares; 2025Q2: 14,777 shares; 2025Q3: 14,739 shares; 2025Q4: 15,365 shares; 2026Q1: 11,542 shares 11,542 $2.8M 0.07% -3,823 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: restricted; 2024Q4: 22,882 shares; 2025Q1: 22,467 shares; 2025Q2: 19,859 shares; 2025Q3: 16,421 shares; 2025Q4: 17,606 shares; 2026Q1: 13,359 shares 13,359 $2.72M 0.07% -4,247 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: restricted; 2024Q4: 38,565 shares; 2025Q1: 38,605 shares; 2025Q2: 38,726 shares; 2025Q3: 36,644 shares; 2025Q4: 35,031 shares; 2026Q1: 28,345 shares 28,345 $2.66M 0.06% -6,686 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: restricted; 2024Q4: 61,238 shares; 2025Q1: 62,125 shares; 2025Q2: 33,545 shares; 2025Q3: 33,441 shares; 2025Q4: 33,179 shares; 2026Q1: 29,680 shares 29,680 $2.66M 0.06% -3,499 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: restricted; 2024Q4: 31,489 shares; 2025Q1: 32,298 shares; 2025Q2: 34,596 shares; 2025Q3: 33,634 shares; 2025Q4: 34,157 shares; 2026Q1: 25,706 shares 25,706 $2.64M 0.06% -8,451 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,809 shares; 2025Q1: 13,234 shares; 2025Q2: 13,611 shares; 2025Q3: 14,319 shares; 2025Q4: 16,026 shares; 2026Q1: 26,898 shares 26,898 $2.59M 0.06% +10,872 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,707 shares; 2025Q4: 57,465 shares; 2026Q1: 97,387 shares 97,387 $2.56M 0.06% +39,922 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: restricted; 2024Q4: 19,342 shares; 2025Q1: 17,274 shares; 2025Q2: 17,697 shares; 2025Q3: 21,023 shares; 2025Q4: 20,050 shares; 2026Q1: 19,528 shares 19,528 $2.56M 0.06% -522 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,552 shares; 2025Q1: 36,720 shares; 2025Q2: 34,332 shares; 2025Q3: 28,825 shares; 2025Q4: 36,924 shares; 2026Q1: 42,426 shares 42,426 $2.5M 0.06% +5,502 Timeline TCBX THIRD COAST BANCSHARES INC More: the full row for THIRD COAST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,829 shares 64,829 $2.45M 0.06% new Timeline JAAA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,078 shares; 2025Q4: 29,570 shares; 2026Q1: 48,393 shares 48,393 $2.44M 0.06% +18,823 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,805 shares; 2025Q1: 24,215 shares; 2025Q2: 27,769 shares; 2025Q3: 25,300 shares; 2025Q4: 25,456 shares; 2026Q1: 24,692 shares 24,692 $2.43M 0.06% -764 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: restricted; 2024Q4: 33,260 shares; 2025Q1: 32,782 shares; 2025Q2: 12,958 shares; 2025Q3: 11,906 shares; 2025Q4: 22,202 shares; 2026Q1: 22,168 shares 22,168 $2.42M 0.06% -34 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: restricted; 2024Q4: 10,061 shares; 2025Q1: 9,303 shares; 2025Q2: 10,750 shares; 2025Q3: 9,336 shares; 2025Q4: 10,302 shares; 2026Q1: 7,037 shares 7,037 $2.38M 0.06% -3,265 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: restricted; 2024Q4: 49,876 shares; 2025Q1: 47,849 shares; 2025Q2: 44,893 shares; 2025Q3: 42,173 shares; 2025Q4: 41,149 shares; 2026Q1: 40,601 shares 40,601 $2.38M 0.06% -548 Timeline SMB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 157,000 shares; 2026Q1: 136,672 shares 136,672 $2.36M 0.06% -20,328 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: restricted; 2024Q4: 28,241 shares; 2025Q1: 33,462 shares; 2025Q2: 38,206 shares; 2025Q3: 37,067 shares; 2025Q4: 38,422 shares; 2026Q1: 25,422 shares 25,422 $2.36M 0.06% -13,000 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: restricted; 2024Q4: 2,767 shares; 2025Q1: 2,735 shares; 2025Q2: 2,747 shares; 2025Q3: 2,710 shares; 2025Q4: 2,678 shares; 2026Q1: 2,386 shares 2,386 $2.34M 0.06% -292 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,160 shares; 2025Q4: 71,745 shares; 2026Q1: 84,328 shares 84,328 $2.32M 0.06% +12,583 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: restricted; 2024Q4: 3,435 shares; 2025Q1: 3,477 shares; 2025Q2: 3,492 shares; 2025Q3: 3,386 shares; 2025Q4: 3,354 shares; 2026Q1: 2,404 shares 2,404 $2.31M 0.06% -950 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: restricted; 2024Q4: 14,183 shares; 2025Q1: 15,019 shares; 2025Q2: 15,159 shares; 2025Q3: 14,874 shares; 2025Q4: 14,846 shares; 2026Q1: 12,589 shares 12,589 $2.29M 0.05% -2,257 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: restricted; 2024Q4: 20,077 shares; 2025Q1: 19,717 shares; 2025Q2: 19,050 shares; 2025Q3: 19,217 shares; 2025Q4: 17,959 shares; 2026Q1: 19,215 shares 19,215 $2.28M 0.05% +1,256 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: restricted; 2024Q4: 16,736 shares; 2025Q1: 16,892 shares; 2025Q2: 18,588 shares; 2025Q3: 17,075 shares; 2025Q4: 17,418 shares; 2026Q1: 13,821 shares 13,821 $2.27M 0.05% -3,597 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: restricted; 2024Q4: 9,320 shares; 2025Q1: 10,883 shares; 2025Q2: 13,123 shares; 2025Q3: 12,425 shares; 2025Q4: 11,323 shares; 2026Q1: 9,891 shares 9,891 $2.27M 0.05% -1,432 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: restricted; 2024Q4: 13,528 shares; 2025Q1: 11,675 shares; 2025Q2: 12,918 shares; 2025Q3: 13,544 shares; 2025Q4: 13,844 shares; 2026Q1: 11,789 shares 11,789 $2.24M 0.05% -2,055 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,256 shares; 2025Q3: 29,189 shares; 2025Q4: 30,224 shares; 2026Q1: 43,754 shares 43,754 $2.21M 0.05% +13,530 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: restricted; 2024Q4: 18,181 shares; 2025Q1: 15,301 shares; 2025Q2: 16,174 shares; 2025Q3: 15,921 shares; 2025Q4: 16,624 shares; 2026Q1: 10,185 shares 10,185 $2.18M 0.05% -6,439 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: restricted; 2024Q4: 6,196 shares; 2025Q1: 6,965 shares; 2025Q2: 7,898 shares; 2025Q3: 7,894 shares; 2025Q4: 8,162 shares; 2026Q1: 6,339 shares 6,339 $2.18M 0.05% -1,823 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,073 shares; 2025Q1: not reported; 2025Q2: 2,095 shares; 2025Q3: 5,545 shares; 2025Q4: 8,935 shares; 2026Q1: 8,502 shares 8,502 $2.13M 0.05% -433 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: restricted; 2024Q4: 7,830 shares; 2025Q1: 7,803 shares; 2025Q2: 9,572 shares; 2025Q3: 8,016 shares; 2025Q4: 8,123 shares; 2026Q1: 6,436 shares 6,436 $2.11M 0.05% -1,687 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: restricted; 2024Q4: 23,025 shares; 2025Q1: 23,519 shares; 2025Q2: 22,401 shares; 2025Q3: 19,175 shares; 2025Q4: 35,297 shares; 2026Q1: 34,513 shares 34,513 $2.11M 0.05% -784 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,132 shares; 2025Q3: 20,018 shares; 2025Q4: 40,036 shares; 2026Q1: 40,036 shares 40,036 $2.08M 0.05% 0 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: restricted; 2024Q4: 89,189 shares; 2025Q1: 89,363 shares; 2025Q2: 86,083 shares; 2025Q3: 92,321 shares; 2025Q4: 78,095 shares; 2026Q1: 74,474 shares 74,474 $2.07M 0.05% -3,621 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: restricted; 2024Q4: 70,945 shares; 2025Q1: 92,001 shares; 2025Q2: 97,716 shares; 2025Q3: 116,036 shares; 2025Q4: 79,438 shares; 2026Q1: 67,233 shares 67,233 $2.06M 0.05% -12,205 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: restricted; 2024Q4: 42,316 shares; 2025Q1: 41,784 shares; 2025Q2: 43,995 shares; 2025Q3: 41,749 shares; 2025Q4: 41,087 shares; 2026Q1: 31,201 shares 31,201 $2.06M 0.05% -9,886 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: restricted; 2024Q4: 43,362 shares; 2025Q1: 43,446 shares; 2025Q2: 20,509 shares; 2025Q3: 20,665 shares; 2025Q4: 21,536 shares; 2026Q1: 15,646 shares 15,646 $2.01M 0.05% -5,890 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: restricted; 2024Q4: 14,611 shares; 2025Q1: 14,681 shares; 2025Q2: 15,359 shares; 2025Q3: 14,337 shares; 2025Q4: 13,929 shares; 2026Q1: 13,968 shares 13,968 $1.99M 0.05% +39 Timeline QQQM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,351 shares; 2025Q3: 4,704 shares; 2025Q4: 6,426 shares; 2026Q1: 8,344 shares 8,344 $1.98M 0.05% +1,918 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,047 shares; 2025Q1: 23,625 shares; 2025Q2: 21,917 shares; 2025Q3: 21,617 shares; 2025Q4: 28,355 shares; 2026Q1: 28,822 shares 28,822 $1.96M 0.05% +467 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: restricted; 2024Q4: 38,381 shares; 2025Q1: 43,009 shares; 2025Q2: 42,761 shares; 2025Q3: 33,727 shares; 2025Q4: 27,580 shares; 2026Q1: 33,850 shares 33,850 $1.95M 0.05% +6,270 Timeline SQS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,301 shares 79,301 $1.93M 0.05% new Timeline SCHE 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: restricted; 2024Q4: 13,029 shares; 2025Q1: 13,293 shares; 2025Q2: 56,348 shares; 2025Q3: 56,439 shares; 2025Q4: 57,145 shares; 2026Q1: 57,429 shares 57,429 $1.89M 0.05% +284 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,026 shares; 2025Q3: 60,161 shares; 2025Q4: 60,445 shares; 2026Q1: 60,871 shares 60,871 $1.88M 0.05% +426 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: restricted; 2024Q4: 14,190 shares; 2025Q1: 14,597 shares; 2025Q2: 14,861 shares; 2025Q3: 14,686 shares; 2025Q4: 14,161 shares; 2026Q1: 14,160 shares 14,160 $1.81M 0.04% -1 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,423 shares; 2025Q1: 2,545 shares; 2025Q2: 3,796 shares; 2025Q3: 3,338 shares; 2025Q4: 3,822 shares; 2026Q1: 2,658 shares 2,658 $1.81M 0.04% -1,164 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: restricted; 2024Q4: 7,129 shares; 2025Q1: 7,356 shares; 2025Q2: 7,615 shares; 2025Q3: 7,435 shares; 2025Q4: 7,434 shares; 2026Q1: 6,276 shares 6,276 $1.8M 0.04% -1,158 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: restricted; 2024Q4: 16,548 shares; 2025Q1: 17,631 shares; 2025Q2: 20,004 shares; 2025Q3: 20,280 shares; 2025Q4: 19,417 shares; 2026Q1: 18,537 shares 18,537 $1.79M 0.04% -880 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: restricted; 2024Q4: 15,656 shares; 2025Q1: 19,891 shares; 2025Q2: 18,091 shares; 2025Q3: 18,167 shares; 2025Q4: 16,787 shares; 2026Q1: 16,297 shares 16,297 $1.79M 0.04% -490 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: restricted; 2024Q4: 16,688 shares; 2025Q1: 19,980 shares; 2025Q2: 19,031 shares; 2025Q3: 17,611 shares; 2025Q4: 17,693 shares; 2026Q1: 14,718 shares 14,718 $1.78M 0.04% -2,975 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,838 shares; 2025Q1: 32,137 shares; 2025Q2: 27,724 shares; 2025Q3: 30,259 shares; 2025Q4: 24,744 shares; 2026Q1: 33,686 shares 33,686 $1.78M 0.04% +8,942 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: restricted; 2024Q4: 39,507 shares; 2025Q1: 58,561 shares; 2025Q2: 48,904 shares; 2025Q3: 48,747 shares; 2025Q4: 42,771 shares; 2026Q1: 24,525 shares 24,525 $1.76M 0.04% -18,246 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: restricted; 2024Q4: 53,919 shares; 2025Q1: 54,112 shares; 2025Q2: 31,539 shares; 2025Q3: 30,888 shares; 2025Q4: 31,330 shares; 2026Q1: 29,031 shares 29,031 $1.76M 0.04% -2,299 Timeline VCRM 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: restricted; 2024Q4: 10,253 shares; 2025Q1: 12,633 shares; 2025Q2: 3,461 shares; 2025Q3: 3,651 shares; 2025Q4: 18,201 shares; 2026Q1: 23,045 shares 23,045 $1.73M 0.04% +4,844 Timeline ACWI 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: restricted; 2024Q4: 11,391 shares; 2025Q1: 9,675 shares; 2025Q2: 10,390 shares; 2025Q3: 11,347 shares; 2025Q4: 12,240 shares; 2026Q1: 12,489 shares 12,489 $1.73M 0.04% +249 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: restricted; 2024Q4: 9,399 shares; 2025Q1: 8,176 shares; 2025Q2: 8,692 shares; 2025Q3: 8,771 shares; 2025Q4: 8,676 shares; 2026Q1: 7,043 shares 7,043 $1.72M 0.04% -1,633 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: restricted; 2024Q4: 3,147 shares; 2025Q1: 3,114 shares; 2025Q2: 7,365 shares; 2025Q3: 7,403 shares; 2025Q4: 7,585 shares; 2026Q1: 6,565 shares 6,565 $1.71M 0.04% -1,020 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,957 shares; 2025Q1: 30,489 shares; 2025Q2: 26,773 shares; 2025Q3: 31,162 shares; 2025Q4: 32,637 shares; 2026Q1: 23,756 shares 23,756 $1.71M 0.04% -8,881 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: restricted; 2024Q4: 9,579 shares; 2025Q1: 9,595 shares; 2025Q2: 10,791 shares; 2025Q3: 10,178 shares; 2025Q4: 10,233 shares; 2026Q1: 7,172 shares 7,172 $1.69M 0.04% -3,061 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,335 shares; 2026Q1: 8,501 shares 8,501 $1.68M 0.04% -10,834 Timeline TALK TALKSPACE INC More: the full row for TALKSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 507,118 shares; 2025Q2: 468,720 shares; 2025Q3: 468,720 shares; 2025Q4: 444,842 shares; 2026Q1: 323,712 shares 323,712 $1.68M 0.04% -121,130 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,338 shares; 2025Q1: 11,606 shares; 2025Q2: 13,247 shares; 2025Q3: 10,844 shares; 2025Q4: 13,037 shares; 2026Q1: 10,912 shares 10,912 $1.65M 0.04% -2,125 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: restricted; 2024Q4: 4,444 shares; 2025Q1: 4,473 shares; 2025Q2: 4,736 shares; 2025Q3: 4,593 shares; 2025Q4: 5,065 shares; 2026Q1: 3,845 shares 3,845 $1.64M 0.04% -1,220 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,344 shares; 2025Q1: 41,792 shares; 2025Q2: 34,553 shares; 2025Q3: 40,111 shares; 2025Q4: 39,122 shares; 2026Q1: 39,226 shares 39,226 $1.61M 0.04% +104 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,425 shares; 2026Q1: 54,565 shares 54,565 $1.61M 0.04% +32,140 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: restricted; 2024Q4: 2,752 shares; 2025Q1: 2,538 shares; 2025Q2: 7,193 shares; 2025Q3: 7,379 shares; 2025Q4: 7,606 shares; 2026Q1: 6,372 shares 6,372 $1.57M 0.04% -1,234 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: restricted; 2024Q4: 4,193 shares; 2025Q1: 4,250 shares; 2025Q2: 4,552 shares; 2025Q3: 4,920 shares; 2025Q4: 4,941 shares; 2026Q1: 3,413 shares 3,413 $1.57M 0.04% -1,528 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 489,540 shares; 2025Q1: 482,788 shares; 2025Q2: 433,765 shares; 2025Q3: 433,765 shares; 2025Q4: 433,765 shares; 2026Q1: 36,858 shares 36,858 $1.57M 0.04% -396,907 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: restricted; 2024Q4: 6,173 shares; 2025Q1: 4,738 shares; 2025Q2: 4,571 shares; 2025Q3: 4,756 shares; 2025Q4: 4,682 shares; 2026Q1: 3,500 shares 3,500 $1.56M 0.04% -1,182 Timeline DFIV 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: restricted; 2024Q4: 27,013 shares; 2025Q1: 27,325 shares; 2025Q2: 28,205 shares; 2025Q3: 28,210 shares; 2025Q4: 28,246 shares; 2026Q1: 29,461 shares 29,461 $1.55M 0.04% +1,215 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,061 shares; 2025Q1: 24,646 shares; 2025Q2: 21,896 shares; 2025Q3: 21,469 shares; 2025Q4: 22,147 shares; 2026Q1: 16,694 shares 16,694 $1.55M 0.04% -5,453 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,636 shares; 2025Q1: 22,534 shares; 2025Q2: 63,455 shares; 2025Q3: 63,183 shares; 2025Q4: 63,225 shares; 2026Q1: 67,086 shares 67,086 $1.54M 0.04% +3,861 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: restricted; 2024Q4: 9,556 shares; 2025Q1: 9,717 shares; 2025Q2: 9,787 shares; 2025Q3: 9,725 shares; 2025Q4: 9,551 shares; 2026Q1: 8,865 shares 8,865 $1.53M 0.04% -686 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: restricted; 2024Q4: 2,070 shares; 2025Q1: 2,262 shares; 2025Q2: 2,517 shares; 2025Q3: 2,628 shares; 2025Q4: 15,253 shares; 2026Q1: 14,666 shares 14,666 $1.53M 0.04% -587 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: restricted; 2024Q4: 968 shares; 2025Q1: 1,287 shares; 2025Q2: 20,405 shares; 2025Q3: 20,316 shares; 2025Q4: 20,132 shares; 2026Q1: 16,547 shares 16,547 $1.53M 0.04% -3,585 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: restricted; 2024Q4: 13,459 shares; 2025Q1: 12,774 shares; 2025Q2: 13,286 shares; 2025Q3: 13,901 shares; 2025Q4: 15,052 shares; 2026Q1: 13,251 shares 13,251 $1.52M 0.04% -1,801 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: restricted; 2024Q4: 4,987 shares; 2025Q1: 4,987 shares; 2025Q2: 13,696 shares; 2025Q3: 13,213 shares; 2025Q4: 13,216 shares; 2026Q1: 13,259 shares 13,259 $1.52M 0.04% +43 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: restricted; 2024Q4: 10,529 shares; 2025Q1: 11,780 shares; 2025Q2: 12,822 shares; 2025Q3: 14,484 shares; 2025Q4: 13,525 shares; 2026Q1: 13,615 shares 13,615 $1.52M 0.04% +90 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: restricted; 2024Q4: 6,515 shares; 2025Q1: 6,523 shares; 2025Q2: 6,490 shares; 2025Q3: 6,495 shares; 2025Q4: 6,801 shares; 2026Q1: 6,939 shares 6,939 $1.49M 0.04% +138 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,761 shares; 2025Q1: 5,858 shares; 2025Q2: 4,599 shares; 2025Q3: 4,554 shares; 2025Q4: 4,536 shares; 2026Q1: 4,536 shares 4,536 $1.49M 0.04% 0 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: restricted; 2024Q4: 6,477 shares; 2025Q1: 6,830 shares; 2025Q2: 10,676 shares; 2025Q3: 10,495 shares; 2025Q4: 10,926 shares; 2026Q1: 10,947 shares 10,947 $1.49M 0.04% +21 Timeline DLN 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: restricted; 2024Q4: 16,699 shares; 2025Q1: 16,699 shares; 2025Q2: 16,699 shares; 2025Q3: 16,699 shares; 2025Q4: 16,623 shares; 2026Q1: 16,623 shares 16,623 $1.48M 0.04% 0 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,780 shares; 2026Q1: 29,427 shares 29,427 $1.48M 0.04% -4,353 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,120 shares; 2025Q1: 31,991 shares; 2025Q2: 14,408 shares; 2025Q3: 11,066 shares; 2025Q4: 13,536 shares; 2026Q1: 14,748 shares 14,748 $1.47M 0.04% +1,212 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: restricted; 2024Q4: 11,567 shares; 2025Q1: 14,816 shares; 2025Q2: 14,723 shares; 2025Q3: 15,012 shares; 2025Q4: 12,368 shares; 2026Q1: 7,000 shares 7,000 $1.46M 0.03% -5,368 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: restricted; 2024Q4: 3,261 shares; 2025Q1: 2,370 shares; 2025Q2: 2,236 shares; 2025Q3: 2,734 shares; 2025Q4: 3,477 shares; 2026Q1: 2,590 shares 2,590 $1.42M 0.03% -887 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: restricted; 2024Q4: 13,456 shares; 2025Q1: 13,349 shares; 2025Q2: 13,349 shares; 2025Q3: 11,128 shares; 2025Q4: 8,938 shares; 2026Q1: 8,762 shares 8,762 $1.42M 0.03% -176 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: restricted; 2024Q4: 861 shares; 2025Q1: 880 shares; 2025Q2: 881 shares; 2025Q3: 702 shares; 2025Q4: 907 shares; 2026Q1: 2,404 shares 2,404 $1.42M 0.03% +1,497 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,235 shares; 2025Q1: 13,300 shares; 2025Q2: 13,403 shares; 2025Q3: 13,391 shares; 2025Q4: 13,210 shares; 2026Q1: 12,943 shares 12,943 $1.41M 0.03% -267 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,415 shares; 2025Q1: 23,165 shares; 2025Q2: 25,174 shares; 2025Q3: 25,027 shares; 2025Q4: 22,226 shares; 2026Q1: 22,243 shares 22,243 $1.41M 0.03% +17 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,561 shares; 2025Q1: 3,514 shares; 2025Q2: 4,363 shares; 2025Q3: 4,724 shares; 2025Q4: 4,874 shares; 2026Q1: 4,943 shares 4,943 $1.39M 0.03% +69 Timeline DFUV 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: restricted; 2024Q4: 28,951 shares; 2025Q1: 28,261 shares; 2025Q2: 28,572 shares; 2025Q3: 28,574 shares; 2025Q4: 28,760 shares; 2026Q1: 28,642 shares 28,642 $1.39M 0.03% -118 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,641 shares; 2025Q1: 39,641 shares; 2025Q2: 38,568 shares; 2025Q3: 38,613 shares; 2025Q4: 38,613 shares; 2026Q1: 38,613 shares 38,613 $1.39M 0.03% 0 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: restricted; 2024Q4: 5,119 shares; 2025Q1: 4,596 shares; 2025Q2: 4,733 shares; 2025Q3: 4,605 shares; 2025Q4: 4,206 shares; 2026Q1: 4,372 shares 4,372 $1.37M 0.03% +166 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: restricted; 2024Q4: 45,025 shares; 2025Q1: 44,980 shares; 2025Q2: 44,980 shares; 2025Q3: 44,980 shares; 2025Q4: 44,981 shares; 2026Q1: 44,927 shares 44,927 $1.37M 0.03% -54 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,558 shares; 2025Q1: 5,564 shares; 2025Q2: 6,683 shares; 2025Q3: 6,555 shares; 2025Q4: 6,559 shares; 2026Q1: 6,594 shares 6,594 $1.35M 0.03% +35 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: restricted; 2024Q4: 9,106 shares; 2025Q1: 9,178 shares; 2025Q2: 11,108 shares; 2025Q3: 8,950 shares; 2025Q4: 8,866 shares; 2026Q1: 8,677 shares 8,677 $1.35M 0.03% -189 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: restricted; 2024Q4: 4,658 shares; 2025Q1: 4,735 shares; 2025Q2: 5,052 shares; 2025Q3: 5,653 shares; 2025Q4: 6,696 shares; 2026Q1: 4,214 shares 4,214 $1.34M 0.03% -2,482 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,256 shares; 2025Q1: 9,014 shares; 2025Q2: 8,416 shares; 2025Q3: 8,221 shares; 2025Q4: 8,396 shares; 2026Q1: 7,144 shares 7,144 $1.33M 0.03% -1,252 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,342 shares; 2025Q1: 18,155 shares; 2025Q2: 20,836 shares; 2025Q3: 21,854 shares; 2025Q4: 21,986 shares; 2026Q1: 15,308 shares 15,308 $1.33M 0.03% -6,678 Timeline VOX 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: restricted; 2024Q4: 4,352 shares; 2025Q1: 4,377 shares; 2025Q2: 8,750 shares; 2025Q3: 7,285 shares; 2025Q4: 7,313 shares; 2026Q1: 7,313 shares 7,313 $1.32M 0.03% 0 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: restricted; 2024Q4: 4,262 shares; 2025Q1: 4,228 shares; 2025Q2: 2,530 shares; 2025Q3: 4,566 shares; 2025Q4: 4,682 shares; 2026Q1: 2,656 shares 2,656 $1.31M 0.03% -2,026 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: restricted; 2024Q4: 10,543 shares; 2025Q1: 10,767 shares; 2025Q2: 12,031 shares; 2025Q3: 12,735 shares; 2025Q4: 13,827 shares; 2026Q1: 9,864 shares 9,864 $1.29M 0.03% -3,963 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $1.28M 0.03% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,331 shares; 2025Q1: 28,306 shares; 2025Q2: 28,785 shares; 2025Q3: 28,247 shares; 2025Q4: 27,483 shares; 2026Q1: 26,770 shares 26,770 $1.28M 0.03% -713 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: restricted; 2024Q4: 6,759 shares; 2025Q1: 6,719 shares; 2025Q2: 6,140 shares; 2025Q3: 6,136 shares; 2025Q4: 6,566 shares; 2026Q1: 6,039 shares 6,039 $1.26M 0.03% -527 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: restricted; 2024Q4: 11,638 shares; 2025Q1: 12,112 shares; 2025Q2: 12,201 shares; 2025Q3: 11,732 shares; 2025Q4: 12,459 shares; 2026Q1: 14,716 shares 14,716 $1.25M 0.03% +2,257 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: restricted; 2024Q4: 15,183 shares; 2025Q1: 15,265 shares; 2025Q2: 15,351 shares; 2025Q3: 17,682 shares; 2025Q4: 17,899 shares; 2026Q1: 17,682 shares 17,682 $1.25M 0.03% -217 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,087 shares; 2025Q1: 4,116 shares; 2025Q2: 3,623 shares; 2025Q3: 3,470 shares; 2025Q4: 3,885 shares; 2026Q1: 4,281 shares 4,281 $1.25M 0.03% +396 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: restricted; 2024Q4: 5,522 shares; 2025Q1: 5,442 shares; 2025Q2: 5,764 shares; 2025Q3: 5,473 shares; 2025Q4: 5,357 shares; 2026Q1: 7,214 shares 7,214 $1.25M 0.03% +1,857 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,713 shares; 2025Q1: 5,345 shares; 2025Q2: 4,838 shares; 2025Q3: 4,836 shares; 2025Q4: 4,777 shares; 2026Q1: 4,686 shares 4,686 $1.25M 0.03% -91 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: restricted; 2024Q4: 10,647 shares; 2025Q1: 11,067 shares; 2025Q2: 10,325 shares; 2025Q3: 9,785 shares; 2025Q4: 7,148 shares; 2026Q1: 8,318 shares 8,318 $1.23M 0.03% +1,170 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,482 shares; 2025Q1: 12,656 shares; 2025Q2: 14,845 shares; 2025Q3: 17,338 shares; 2025Q4: 14,530 shares; 2026Q1: 18,855 shares 18,855 $1.23M 0.03% +4,325 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: restricted; 2024Q4: 6,557 shares; 2025Q1: 6,458 shares; 2025Q2: 6,320 shares; 2025Q3: 6,320 shares; 2025Q4: 6,156 shares; 2026Q1: 6,448 shares 6,448 $1.22M 0.03% +292 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,765 shares; 2025Q1: 8,520 shares; 2025Q2: 9,266 shares; 2025Q3: 9,949 shares; 2025Q4: 10,848 shares; 2026Q1: 8,002 shares 8,002 $1.22M 0.03% -2,846 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: restricted; 2024Q4: 5,515 shares; 2025Q1: 6,210 shares; 2025Q2: 9,018 shares; 2025Q3: 9,454 shares; 2025Q4: 10,146 shares; 2026Q1: 6,694 shares 6,694 $1.22M 0.03% -3,452 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,073 shares; 2025Q1: 26,251 shares; 2025Q2: 25,695 shares; 2025Q3: 32,204 shares; 2025Q4: 31,904 shares; 2026Q1: 32,795 shares 32,795 $1.22M 0.03% +891 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: restricted; 2024Q4: 4,267 shares; 2025Q1: 4,151 shares; 2025Q2: 4,641 shares; 2025Q3: 4,528 shares; 2025Q4: 4,256 shares; 2026Q1: 2,446 shares 2,446 $1.21M 0.03% -1,810 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,473 shares; 2025Q3: 17,161 shares; 2025Q4: 17,161 shares; 2026Q1: 17,717 shares 17,717 $1.21M 0.03% +556 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: restricted; 2024Q4: 5,062 shares; 2025Q1: 5,068 shares; 2025Q2: 5,109 shares; 2025Q3: 4,985 shares; 2025Q4: 5,052 shares; 2026Q1: 4,139 shares 4,139 $1.21M 0.03% -913 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,245 shares; 2025Q1: 31,784 shares; 2025Q2: 30,644 shares; 2025Q3: 28,511 shares; 2025Q4: 29,827 shares; 2026Q1: 24,907 shares 24,907 $1.17M 0.03% -4,920 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,316 shares; 2025Q1: 14,316 shares; 2025Q2: 14,414 shares; 2025Q3: 14,417 shares; 2025Q4: 14,607 shares; 2026Q1: 3,114 shares 3,114 $1.15M 0.03% -11,493 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: restricted; 2024Q4: 14,458 shares; 2025Q1: 14,423 shares; 2025Q2: 14,652 shares; 2025Q3: 16,236 shares; 2025Q4: 16,238 shares; 2026Q1: 16,405 shares 16,405 $1.15M 0.03% +167 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: restricted; 2024Q4: 4,056 shares; 2025Q1: 4,153 shares; 2025Q2: 4,755 shares; 2025Q3: 4,652 shares; 2025Q4: 4,772 shares; 2026Q1: 3,504 shares 3,504 $1.15M 0.03% -1,268 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: restricted; 2024Q4: 13,261 shares; 2025Q1: 13,259 shares; 2025Q2: 13,460 shares; 2025Q3: 13,462 shares; 2025Q4: 14,080 shares; 2026Q1: 13,941 shares 13,941 $1.14M 0.03% -139 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,782 shares; 2025Q3: 16,304 shares; 2025Q4: 17,034 shares; 2026Q1: 17,600 shares 17,600 $1.13M 0.03% +566 Timeline SPYD 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: restricted; 2024Q4: 25,081 shares; 2025Q1: 24,987 shares; 2025Q2: 25,025 shares; 2025Q3: 25,062 shares; 2025Q4: 25,097 shares; 2026Q1: 24,746 shares 24,746 $1.13M 0.03% -351 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: restricted; 2024Q4: 8,150 shares; 2025Q1: 11,352 shares; 2025Q2: 10,012 shares; 2025Q3: 12,012 shares; 2025Q4: 13,687 shares; 2026Q1: 9,162 shares 9,162 $1.12M 0.03% -4,525 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: restricted; 2024Q4: 9,528 shares; 2025Q1: 9,441 shares; 2025Q2: 9,968 shares; 2025Q3: 8,213 shares; 2025Q4: 6,705 shares; 2026Q1: 5,768 shares 5,768 $1.12M 0.03% -937 Timeline VHT 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: restricted; 2024Q4: 3,771 shares; 2025Q1: 3,773 shares; 2025Q2: 3,775 shares; 2025Q3: 3,777 shares; 2025Q4: 4,107 shares; 2026Q1: 4,073 shares 4,073 $1.11M 0.03% -34 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,213 shares; 2025Q1: 2,214 shares; 2025Q2: 12,675 shares; 2025Q3: 9,691 shares; 2025Q4: 9,691 shares; 2026Q1: 9,691 shares 9,691 $1.11M 0.03% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,088 shares; 2025Q4: 7,777 shares; 2026Q1: 8,151 shares 8,151 $1.1M 0.03% +374 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: restricted; 2024Q4: 7,731 shares; 2025Q1: 7,823 shares; 2025Q2: 8,140 shares; 2025Q3: 7,665 shares; 2025Q4: 7,447 shares; 2026Q1: 5,426 shares 5,426 $1.1M 0.03% -2,021 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,939 shares; 2025Q1: 4,507 shares; 2025Q2: 4,981 shares; 2025Q3: 5,460 shares; 2025Q4: 5,265 shares; 2026Q1: 5,346 shares 5,346 $1.09M 0.03% +81 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,819 shares; 2025Q1: 21,648 shares; 2025Q2: 21,503 shares; 2025Q3: 24,277 shares; 2025Q4: 26,560 shares; 2026Q1: 18,589 shares 18,589 $1.09M 0.03% -7,971 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,008 shares; 2025Q1: 3,330 shares; 2025Q2: not reported; 2025Q3: 10,915 shares; 2025Q4: 10,463 shares; 2026Q1: 10,294 shares 10,294 $1.09M 0.03% -169 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,584 shares; 2025Q1: 10,467 shares; 2025Q2: 13,278 shares; 2025Q3: 13,127 shares; 2025Q4: 13,234 shares; 2026Q1: 7,791 shares 7,791 $1.09M 0.03% -5,443 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,273 shares; 2025Q1: 5,687 shares; 2025Q2: 12,419 shares; 2025Q3: 11,962 shares; 2025Q4: 6,634 shares; 2026Q1: 5,959 shares 5,959 $1.07M 0.03% -675 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: restricted; 2024Q4: 1,649 shares; 2025Q1: 1,818 shares; 2025Q2: 1,833 shares; 2025Q3: 1,979 shares; 2025Q4: 2,083 shares; 2026Q1: 1,190 shares 1,190 $1.07M 0.03% -893 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,136 shares; 2025Q1: 130,584 shares; 2025Q2: 115,839 shares; 2025Q3: 118,885 shares; 2025Q4: 115,432 shares; 2026Q1: 91,489 shares 91,489 $1.06M 0.03% -23,943 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: restricted; 2024Q4: 6,032 shares; 2025Q1: 7,181 shares; 2025Q2: 5,422 shares; 2025Q3: 5,586 shares; 2025Q4: 5,695 shares; 2026Q1: 5,324 shares 5,324 $1.05M 0.03% -371 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: restricted; 2024Q4: 8,609 shares; 2025Q1: 8,780 shares; 2025Q2: 9,518 shares; 2025Q3: 9,835 shares; 2025Q4: 11,651 shares; 2026Q1: 8,128 shares 8,128 $1.03M 0.02% -3,523 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,639 shares; 2025Q1: 12,063 shares; 2025Q2: 11,414 shares; 2025Q3: 11,506 shares; 2025Q4: 11,589 shares; 2026Q1: 17,278 shares 17,278 $1.02M 0.02% +5,689 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,700 shares; 2025Q1: 7,817 shares; 2025Q2: 7,885 shares; 2025Q3: 7,894 shares; 2025Q4: 7,858 shares; 2026Q1: 9,452 shares 9,452 $1.02M 0.02% +1,594 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: restricted; 2024Q4: 9,474 shares; 2025Q1: 9,975 shares; 2025Q2: 9,440 shares; 2025Q3: 9,477 shares; 2025Q4: 9,148 shares; 2026Q1: 7,001 shares 7,001 $1.02M 0.02% -2,147 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,434 shares; 2025Q1: 4,434 shares; 2025Q2: 4,434 shares; 2025Q3: 4,434 shares; 2025Q4: 4,326 shares; 2026Q1: 4,326 shares 4,326 $1.01M 0.02% 0 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: restricted; 2024Q4: 5,114 shares; 2025Q1: 4,709 shares; 2025Q2: 6,667 shares; 2025Q3: 4,551 shares; 2025Q4: 5,207 shares; 2026Q1: 3,096 shares 3,096 $1.01M 0.02% -2,111 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: restricted; 2024Q4: 15,406 shares; 2025Q1: 15,500 shares; 2025Q2: 15,496 shares; 2025Q3: 16,005 shares; 2025Q4: 14,265 shares; 2026Q1: 8,933 shares 8,933 $1M 0.02% -5,332 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: restricted; 2024Q4: 1,251 shares; 2025Q1: 1,188 shares; 2025Q2: 1,797 shares; 2025Q3: 1,866 shares; 2025Q4: 1,613 shares; 2026Q1: 1,296 shares 1,296 $1M 0.02% -317 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,222 shares; 2025Q1: 14,302 shares; 2025Q2: 15,862 shares; 2025Q3: 14,325 shares; 2025Q4: 14,445 shares; 2026Q1: 13,286 shares 13,286 $998K 0.02% -1,159 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: restricted; 2024Q4: 9,697 shares; 2025Q1: 9,908 shares; 2025Q2: 11,834 shares; 2025Q3: 15,239 shares; 2025Q4: 16,393 shares; 2026Q1: 12,197 shares 12,197 $996K 0.02% -4,196 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,659 shares; 2025Q1: 14,346 shares; 2025Q2: 12,409 shares; 2025Q3: 12,713 shares; 2025Q4: 10,863 shares; 2026Q1: 11,001 shares 11,001 $995K 0.02% +138 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,996 shares; 2025Q1: 2,731 shares; 2025Q2: 3,609 shares; 2025Q3: 4,044 shares; 2025Q4: 4,885 shares; 2026Q1: 10,982 shares 10,982 $990K 0.02% +6,097 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,461 shares; 2026Q1: 24,618 shares 24,618 $988K 0.02% +157 Timeline XYLD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,000 shares; 2025Q4: 20,000 shares; 2026Q1: 25,000 shares 25,000 $978K 0.02% +5,000 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 290 shares; 2025Q1: 297 shares; 2025Q2: 328 shares; 2025Q3: 363 shares; 2025Q4: 364 shares; 2026Q1: 232 shares 232 $977K 0.02% -132 Timeline VIS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,068 shares; 2025Q3: 3,068 shares; 2025Q4: 3,068 shares; 2026Q1: 3,068 shares 3,068 $958K 0.02% 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: restricted; 2024Q4: 3,124 shares; 2025Q1: 3,717 shares; 2025Q2: 6,539 shares; 2025Q3: 8,069 shares; 2025Q4: 5,514 shares; 2026Q1: 5,640 shares 5,640 $954K 0.02% +126 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,758 shares; 2025Q1: 27,634 shares; 2025Q2: 27,196 shares; 2025Q3: 27,314 shares; 2025Q4: 27,589 shares; 2026Q1: 18,051 shares 18,051 $939K 0.02% -9,538 Timeline DFAS 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: restricted; 2024Q4: 16,611 shares; 2025Q1: 17,431 shares; 2025Q2: 14,956 shares; 2025Q3: 14,960 shares; 2025Q4: 14,117 shares; 2026Q1: 13,100 shares 13,100 $932K 0.02% -1,017 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,170 shares; 2025Q1: 11,708 shares; 2025Q2: 9,857 shares; 2025Q3: 8,175 shares; 2025Q4: 7,962 shares; 2026Q1: 5,667 shares 5,667 $930K 0.02% -2,295 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: restricted; 2024Q4: 1,809 shares; 2025Q1: 3,751 shares; 2025Q2: 4,394 shares; 2025Q3: 3,848 shares; 2025Q4: 4,125 shares; 2026Q1: 3,143 shares 3,143 $928K 0.02% -982 Timeline MTUM 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: restricted; 2024Q4: 4,266 shares; 2025Q1: 3,937 shares; 2025Q2: 3,838 shares; 2025Q3: 3,846 shares; 2025Q4: 3,839 shares; 2026Q1: 3,844 shares 3,844 $922K 0.02% +5 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: restricted; 2024Q4: 6,326 shares; 2025Q1: 6,223 shares; 2025Q2: 6,336 shares; 2025Q3: 6,230 shares; 2025Q4: 5,984 shares; 2026Q1: 5,790 shares 5,790 $911K 0.02% -194 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,437 shares; 2025Q3: 4,437 shares; 2025Q4: 4,447 shares; 2026Q1: 4,567 shares 4,567 $905K 0.02% +120 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: restricted; 2024Q4: 1,332 shares; 2025Q1: 1,426 shares; 2025Q2: 1,542 shares; 2025Q3: 1,480 shares; 2025Q4: 1,523 shares; 2026Q1: 1,044 shares 1,044 $903K 0.02% -479 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: restricted; 2024Q4: 2,598 shares; 2025Q1: 1,905 shares; 2025Q2: 2,618 shares; 2025Q3: 2,542 shares; 2025Q4: 2,495 shares; 2026Q1: 1,943 shares 1,943 $900K 0.02% -552 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,135 shares; 2025Q1: 2,051 shares; 2025Q2: 2,031 shares; 2025Q3: 2,031 shares; 2025Q4: 2,033 shares; 2026Q1: 2,323 shares 2,323 $891K 0.02% +290 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: restricted; 2024Q4: 10,562 shares; 2025Q1: 9,800 shares; 2025Q2: 9,561 shares; 2025Q3: 9,402 shares; 2025Q4: 9,118 shares; 2026Q1: 11,869 shares 11,869 $882K 0.02% +2,751 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,436 shares; 2025Q1: 12,931 shares; 2025Q2: 12,339 shares; 2025Q3: 12,185 shares; 2025Q4: 13,050 shares; 2026Q1: 6,628 shares 6,628 $869K 0.02% -6,422 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: restricted; 2024Q4: 26,993 shares; 2025Q1: 39,222 shares; 2025Q2: 40,027 shares; 2025Q3: 36,265 shares; 2025Q4: 29,633 shares; 2026Q1: 25,504 shares 25,504 $855K 0.02% -4,129 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,383 shares; 2026Q1: 9,310 shares 9,310 $850K 0.02% -2,073 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,886 shares; 2025Q1: 34,800 shares; 2025Q2: 34,876 shares; 2025Q3: 34,977 shares; 2025Q4: 34,008 shares; 2026Q1: 20,190 shares 20,190 $844K 0.02% -13,818 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: restricted; 2024Q4: 2,365 shares; 2025Q1: 2,438 shares; 2025Q2: 2,629 shares; 2025Q3: 2,515 shares; 2025Q4: 2,795 shares; 2026Q1: 1,945 shares 1,945 $841K 0.02% -850 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,046 shares; 2026Q1: 1,053 shares 1,053 $832K 0.02% +7 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,725 shares; 2025Q3: 6,763 shares; 2025Q4: 6,846 shares; 2026Q1: 6,846 shares 6,846 $827K 0.02% 0 Timeline GBIL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,086 shares; 2026Q1: 8,086 shares 8,086 $810K 0.02% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,713 shares; 2025Q1: 3,919 shares; 2025Q2: 2,974 shares; 2025Q3: 7,324 shares; 2025Q4: 5,358 shares; 2026Q1: 7,748 shares 7,748 $803K 0.02% +2,390 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: restricted; 2024Q4: 2,174 shares; 2025Q1: 1,687 shares; 2025Q2: 1,965 shares; 2025Q3: 2,388 shares; 2025Q4: 2,631 shares; 2026Q1: 2,311 shares 2,311 $797K 0.02% -320 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: restricted; 2024Q4: 4,041 shares; 2025Q1: 4,022 shares; 2025Q2: 4,289 shares; 2025Q3: 4,101 shares; 2025Q4: 4,154 shares; 2026Q1: 2,991 shares 2,991 $796K 0.02% -1,163 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,977 shares; 2025Q1: 21,621 shares; 2025Q2: 22,551 shares; 2025Q3: 22,596 shares; 2025Q4: 20,639 shares; 2026Q1: 12,565 shares 12,565 $789K 0.02% -8,074 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,982 shares; 2025Q1: 18,085 shares; 2025Q2: 18,487 shares; 2025Q3: 18,506 shares; 2025Q4: 18,458 shares; 2026Q1: 16,841 shares 16,841 $786K 0.02% -1,617 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,278 shares; 2025Q1: 18,181 shares; 2025Q2: 21,952 shares; 2025Q3: 18,467 shares; 2025Q4: 18,916 shares; 2026Q1: 17,053 shares 17,053 $784K 0.02% -1,863 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,023 shares; 2025Q1: 4,033 shares; 2025Q2: 4,319 shares; 2025Q3: 4,307 shares; 2025Q4: 3,809 shares; 2026Q1: 2,919 shares 2,919 $779K 0.02% -890 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: restricted; 2024Q4: 3,844 shares; 2025Q1: 5,816 shares; 2025Q2: 4,057 shares; 2025Q3: 4,339 shares; 2025Q4: 4,300 shares; 2026Q1: 4,048 shares 4,048 $777K 0.02% -252 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,723 shares; 2025Q1: 3,784 shares; 2025Q2: 3,823 shares; 2025Q3: 3,953 shares; 2025Q4: 4,118 shares; 2026Q1: 2,788 shares 2,788 $767K 0.02% -1,330 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,701 shares; 2025Q1: 41,679 shares; 2025Q2: 18,141 shares; 2025Q3: 17,191 shares; 2025Q4: 17,395 shares; 2026Q1: 16,796 shares 16,796 $760K 0.02% -599 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,094 shares; 2025Q2: 12,515 shares; 2025Q3: 12,080 shares; 2025Q4: 12,080 shares; 2026Q1: 12,080 shares 12,080 $757K 0.02% 0 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: restricted; 2024Q4: 12,886 shares; 2025Q1: 7,744 shares; 2025Q2: 6,269 shares; 2025Q3: 8,753 shares; 2025Q4: 7,042 shares; 2026Q1: 9,138 shares 9,138 $756K 0.02% +2,096 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,193 shares; 2025Q1: 14,149 shares; 2025Q2: 15,900 shares; 2025Q3: 16,101 shares; 2025Q4: 13,501 shares; 2026Q1: 11,300 shares 11,300 $751K 0.02% -2,201 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 385 shares; 2025Q1: 429 shares; 2025Q2: 1,303 shares; 2025Q3: 1,360 shares; 2025Q4: 1,372 shares; 2026Q1: 1,025 shares 1,025 $748K 0.02% -347 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,187 shares; 2025Q1: 4,345 shares; 2025Q2: 4,002 shares; 2025Q3: 3,219 shares; 2025Q4: 3,396 shares; 2026Q1: 4,853 shares 4,853 $743K 0.02% +1,457 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,483 shares; 2025Q1: 11,779 shares; 2025Q2: 13,585 shares; 2025Q3: 12,864 shares; 2025Q4: 13,132 shares; 2026Q1: 11,417 shares 11,417 $738K 0.02% -1,715 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: restricted; 2024Q4: 9,209 shares; 2025Q1: 9,429 shares; 2025Q2: 11,710 shares; 2025Q3: 8,137 shares; 2025Q4: 5,601 shares; 2026Q1: 4,356 shares 4,356 $737K 0.02% -1,245 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: restricted; 2024Q4: 1,041 shares; 2025Q1: 1,211 shares; 2025Q2: 1,224 shares; 2025Q3: 1,251 shares; 2025Q4: 1,318 shares; 2026Q1: 502 shares 502 $737K 0.02% -816 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,410 shares; 2025Q1: 15,472 shares; 2025Q2: 22,575 shares; 2025Q3: 18,119 shares; 2025Q4: 17,392 shares; 2026Q1: 11,862 shares 11,862 $733K 0.02% -5,530 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,068 shares; 2025Q1: 4,068 shares; 2025Q2: 4,068 shares; 2025Q3: 4,098 shares; 2025Q4: 4,068 shares; 2026Q1: 4,068 shares 4,068 $732K 0.02% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114,310 shares; 2025Q1: 20,845 shares; 2025Q2: 16,719 shares; 2025Q3: 17,414 shares; 2025Q4: 14,623 shares; 2026Q1: 9,811 shares 9,811 $731K 0.02% -4,812 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,000 shares; 2025Q1: 66,829 shares; 2025Q2: 34,733 shares; 2025Q3: 35,638 shares; 2025Q4: 44,134 shares; 2026Q1: 65,969 shares 65,969 $730K 0.02% +21,835 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,308 shares; 2025Q1: 37,332 shares; 2025Q2: 14,698 shares; 2025Q3: 13,178 shares; 2025Q4: 12,494 shares; 2026Q1: 15,658 shares 15,658 $727K 0.02% +3,164 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: restricted; 2024Q4: 3,902 shares; 2025Q1: 4,048 shares; 2025Q2: 4,051 shares; 2025Q3: 4,000 shares; 2025Q4: 3,977 shares; 2026Q1: 3,977 shares 3,977 $722K 0.02% 0 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: restricted; 2024Q4: 3,039 shares; 2025Q1: 2,957 shares; 2025Q2: 3,668 shares; 2025Q3: 4,534 shares; 2025Q4: 3,285 shares; 2026Q1: 2,478 shares 2,478 $720K 0.02% -807 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: restricted; 2024Q4: 76,164 shares; 2025Q1: 69,245 shares; 2025Q2: 39,226 shares; 2025Q3: 31,810 shares; 2025Q4: 28,792 shares; 2026Q1: 25,045 shares 25,045 $719K 0.02% -3,747 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: restricted; 2024Q4: 3,728 shares; 2025Q1: 4,445 shares; 2025Q2: 4,601 shares; 2025Q3: 4,594 shares; 2025Q4: 4,639 shares; 2026Q1: 3,438 shares 3,438 $719K 0.02% -1,201 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,298 shares; 2025Q1: 3,210 shares; 2025Q2: 2,844 shares; 2025Q3: 2,526 shares; 2025Q4: 1,698 shares; 2026Q1: 2,499 shares 2,499 $709K 0.02% +801 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,738 shares; 2025Q1: 14,669 shares; 2025Q2: 10,838 shares; 2025Q3: 11,357 shares; 2025Q4: 11,813 shares; 2026Q1: 11,099 shares 11,099 $706K 0.02% -714 Timeline BANK OF AMER CORP 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: restricted; 2024Q4: 93,100 shares; 2025Q1: 92,970 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 590 shares 590 $703K 0.02% 0 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: restricted; 2024Q4: 3,308 shares; 2025Q1: 3,635 shares; 2025Q2: 3,819 shares; 2025Q3: 4,061 shares; 2025Q4: 4,307 shares; 2026Q1: 3,402 shares 3,402 $701K 0.02% -905 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: restricted; 2024Q4: 3,090 shares; 2025Q1: 3,938 shares; 2025Q2: 18,889 shares; 2025Q3: 17,159 shares; 2025Q4: 16,903 shares; 2026Q1: 7,752 shares 7,752 $688K 0.02% -9,151 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: restricted; 2024Q4: 27,440 shares; 2025Q1: 25,774 shares; 2025Q2: 23,434 shares; 2025Q3: 19,525 shares; 2025Q4: 20,124 shares; 2026Q1: 13,353 shares 13,353 $686K 0.02% -6,771 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,416 shares; 2025Q1: 3,581 shares; 2025Q2: 3,686 shares; 2025Q3: 4,876 shares; 2025Q4: 4,862 shares; 2026Q1: 4,398 shares 4,398 $682K 0.02% -464 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: restricted; 2024Q4: 5,405 shares; 2025Q1: 7,502 shares; 2025Q2: 8,310 shares; 2025Q3: 7,819 shares; 2025Q4: 5,792 shares; 2026Q1: 3,241 shares 3,241 $681K 0.02% -2,551 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,078 shares; 2025Q1: 8,081 shares; 2025Q2: 7,589 shares; 2025Q3: 7,599 shares; 2025Q4: 10,212 shares; 2026Q1: 10,231 shares 10,231 $676K 0.02% +19 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: restricted; 2024Q4: 22,996 shares; 2025Q1: 24,416 shares; 2025Q2: 20,781 shares; 2025Q3: 19,852 shares; 2025Q4: 19,637 shares; 2026Q1: 19,854 shares 19,854 $672K 0.02% +217 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,026 shares; 2025Q1: 12,305 shares; 2025Q2: 13,099 shares; 2025Q3: 12,501 shares; 2025Q4: 13,375 shares; 2026Q1: 8,862 shares 8,862 $667K 0.02% -4,513 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,702 shares; 2025Q1: 3,499 shares; 2025Q2: 3,800 shares; 2025Q3: 3,530 shares; 2025Q4: 4,643 shares; 2026Q1: 4,606 shares 4,606 $666K 0.02% -37 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,299 shares; 2025Q1: 9,396 shares; 2025Q2: 993,101 shares; 2025Q3: 10,331 shares; 2025Q4: 7,613 shares; 2026Q1: 7,610 shares 7,610 $664K 0.02% -3 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,979 shares; 2025Q1: 6,850 shares; 2025Q2: 6,850 shares; 2025Q3: 6,850 shares; 2025Q4: 7,650 shares; 2026Q1: 8,293 shares 8,293 $664K 0.02% +643 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,019 shares; 2025Q1: 13,718 shares; 2025Q2: 12,388 shares; 2025Q3: 7,402 shares; 2025Q4: 6,584 shares; 2026Q1: 4,406 shares 4,406 $661K 0.02% -2,178 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,700 shares; 2025Q1: 7,764 shares; 2025Q2: 9,087 shares; 2025Q3: 9,088 shares; 2025Q4: 9,129 shares; 2026Q1: 9,078 shares 9,078 $660K 0.02% -51 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,701 shares; 2025Q1: 7,778 shares; 2025Q2: 9,238 shares; 2025Q3: 9,031 shares; 2025Q4: 9,618 shares; 2026Q1: 6,062 shares 6,062 $656K 0.02% -3,556 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,746 shares; 2025Q1: 8,841 shares; 2025Q2: 9,668 shares; 2025Q3: 9,697 shares; 2025Q4: 9,584 shares; 2026Q1: 7,463 shares 7,463 $648K 0.02% -2,121 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,877 shares; 2025Q1: 8,553 shares; 2025Q2: 13,061 shares; 2025Q3: 7,446 shares; 2025Q4: 7,646 shares; 2026Q1: 6,537 shares 6,537 $648K 0.02% -1,109 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,533 shares; 2025Q3: 2,504 shares; 2025Q4: 3,044 shares; 2026Q1: 1,651 shares 1,651 $647K 0.02% -1,393 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,234 shares; 2025Q1: 27,715 shares; 2025Q2: 24,798 shares; 2025Q3: 22,002 shares; 2025Q4: 21,005 shares; 2026Q1: 17,572 shares 17,572 $646K 0.02% -3,433 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,249 shares; 2025Q1: 3,958 shares; 2025Q2: 4,749 shares; 2025Q3: 3,223 shares; 2025Q4: 2,503 shares; 2026Q1: 3,695 shares 3,695 $645K 0.02% +1,192 Timeline VOTE 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: restricted; 2024Q4: 10,255 shares; 2025Q1: 9,756 shares; 2025Q2: 9,756 shares; 2025Q3: 8,451 shares; 2025Q4: 8,451 shares; 2026Q1: 8,451 shares 8,451 $645K 0.02% 0 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: restricted; 2024Q4: 1,230 shares; 2025Q1: 2,022 shares; 2025Q2: 2,920 shares; 2025Q3: 2,519 shares; 2025Q4: 2,669 shares; 2026Q1: 1,787 shares 1,787 $641K 0.02% -882 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: restricted; 2024Q4: 4,428 shares; 2025Q1: 5,389 shares; 2025Q2: 5,580 shares; 2025Q3: 5,219 shares; 2025Q4: 5,334 shares; 2026Q1: 2,294 shares 2,294 $641K 0.02% -3,040 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,447 shares; 2026Q1: 9,728 shares 9,728 $637K 0.02% +281 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: restricted; 2024Q4: 7,919 shares; 2025Q1: 5,656 shares; 2025Q2: 3,674 shares; 2025Q3: 4,608 shares; 2025Q4: 3,822 shares; 2026Q1: 2,620 shares 2,620 $637K 0.02% -1,202 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: restricted; 2024Q4: 8,037 shares; 2025Q1: 8,191 shares; 2025Q2: 8,665 shares; 2025Q3: 5,164 shares; 2025Q4: 3,956 shares; 2026Q1: 3,207 shares 3,207 $636K 0.02% -749 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,516 shares; 2025Q1: 2,517 shares; 2025Q2: 2,544 shares; 2025Q3: 2,542 shares; 2025Q4: 2,545 shares; 2026Q1: 2,576 shares 2,576 $631K 0.02% +31 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: restricted; 2024Q4: 6,821 shares; 2025Q1: 9,614 shares; 2025Q2: 10,168 shares; 2025Q3: 9,674 shares; 2025Q4: 7,257 shares; 2026Q1: 3,972 shares 3,972 $625K 0.01% -3,285 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,449 shares; 2025Q1: 18,471 shares; 2025Q2: 17,504 shares; 2025Q3: 17,519 shares; 2025Q4: 17,535 shares; 2026Q1: 16,538 shares 16,538 $620K 0.01% -997 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,972 shares; 2025Q1: 4,999 shares; 2025Q2: 5,313 shares; 2025Q3: 4,820 shares; 2025Q4: 4,360 shares; 2026Q1: 4,258 shares 4,258 $616K 0.01% -102 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: restricted; 2024Q4: 5,230 shares; 2025Q1: 9,296 shares; 2025Q2: 10,730 shares; 2025Q3: 10,559 shares; 2025Q4: 7,897 shares; 2026Q1: 3,560 shares 3,560 $614K 0.01% -4,337 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: restricted; 2024Q4: 879 shares; 2025Q1: 949 shares; 2025Q2: 1,062 shares; 2025Q3: 983 shares; 2025Q4: 1,089 shares; 2026Q1: 1,008 shares 1,008 $614K 0.01% -81 Timeline UST PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,270 shares; 2025Q3: 22,185 shares; 2025Q4: 16,557 shares; 2026Q1: 14,283 shares 14,283 $613K 0.01% -2,274 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: restricted; 2024Q4: 10,342 shares; 2025Q1: 10,495 shares; 2025Q2: 20,493 shares; 2025Q3: 20,566 shares; 2025Q4: 19,244 shares; 2026Q1: 13,136 shares 13,136 $610K 0.01% -6,108 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,047 shares; 2025Q1: 7,648 shares; 2025Q2: 7,920 shares; 2025Q3: 8,132 shares; 2025Q4: 8,432 shares; 2026Q1: 4,618 shares 4,618 $603K 0.01% -3,814 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,041 shares; 2025Q1: 9,835 shares; 2025Q2: 7,445 shares; 2025Q3: 7,539 shares; 2025Q4: 7,640 shares; 2026Q1: 5,075 shares 5,075 $602K 0.01% -2,565 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: restricted; 2024Q4: 51,798 shares; 2025Q1: 52,027 shares; 2025Q2: 42,825 shares; 2025Q3: 39,624 shares; 2025Q4: 39,201 shares; 2026Q1: 38,444 shares 38,444 $602K 0.01% -757 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,388 shares; 2025Q1: 17,133 shares; 2025Q2: 16,473 shares; 2025Q3: 16,506 shares; 2025Q4: 16,540 shares; 2026Q1: 16,582 shares 16,582 $601K 0.01% +42 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,536 shares 12,536 $600K 0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,289 shares; 2025Q1: 3,955 shares; 2025Q2: 4,316 shares; 2025Q3: 5,193 shares; 2025Q4: 5,309 shares; 2026Q1: 5,041 shares 5,041 $595K 0.01% -268 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: restricted; 2024Q4: 4,243 shares; 2025Q1: 4,092 shares; 2025Q2: 4,331 shares; 2025Q3: 4,183 shares; 2025Q4: 4,158 shares; 2026Q1: 2,868 shares 2,868 $595K 0.01% -1,290 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: restricted; 2024Q4: 7,517 shares; 2025Q1: 7,091 shares; 2025Q2: 5,352 shares; 2025Q3: 5,471 shares; 2025Q4: 4,297 shares; 2026Q1: 5,002 shares 5,002 $591K 0.01% +705 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,384 shares; 2025Q1: 1,556 shares; 2025Q2: 1,604 shares; 2025Q3: 1,790 shares; 2025Q4: 1,390 shares; 2026Q1: 2,706 shares 2,706 $586K 0.01% +1,316 Timeline VCR 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: restricted; 2024Q4: 2,796 shares; 2025Q1: 2,796 shares; 2025Q2: 2,796 shares; 2025Q3: 2,915 shares; 2025Q4: 2,792 shares; 2026Q1: 1,631 shares 1,631 $586K 0.01% -1,161 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: restricted; 2024Q4: 3,232 shares; 2025Q1: 2,874 shares; 2025Q2: 2,874 shares; 2025Q3: 2,784 shares; 2025Q4: 2,908 shares; 2026Q1: 2,255 shares 2,255 $580K 0.01% -653 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: restricted; 2024Q4: 10,046 shares; 2025Q1: 10,378 shares; 2025Q2: 10,823 shares; 2025Q3: 11,041 shares; 2025Q4: 10,891 shares; 2026Q1: 8,193 shares 8,193 $579K 0.01% -2,698 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: restricted; 2024Q4: 3,915 shares; 2025Q1: 5,483 shares; 2025Q2: 4,098 shares; 2025Q3: 5,044 shares; 2025Q4: 4,906 shares; 2026Q1: 4,616 shares 4,616 $579K 0.01% -290 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 539 shares; 2025Q1: 793 shares; 2025Q2: 739 shares; 2025Q3: 671 shares; 2025Q4: 691 shares; 2026Q1: 528 shares 528 $578K 0.01% -163 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: restricted; 2024Q4: 9,505 shares; 2025Q1: 9,079 shares; 2025Q2: 9,311 shares; 2025Q3: 10,594 shares; 2025Q4: 9,678 shares; 2026Q1: 7,968 shares 7,968 $577K 0.01% -1,710 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,530 shares; 2025Q3: 2,528 shares; 2025Q4: 3,568 shares; 2026Q1: 2,719 shares 2,719 $575K 0.01% -849 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,975 shares; 2025Q1: 23,102 shares; 2025Q2: 22,975 shares; 2025Q3: 22,975 shares; 2025Q4: 23,145 shares; 2026Q1: 22,975 shares 22,975 $574K 0.01% -170 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: restricted; 2024Q4: 3,024 shares; 2025Q1: 2,881 shares; 2025Q2: 3,245 shares; 2025Q3: 2,961 shares; 2025Q4: 2,652 shares; 2026Q1: 1,783 shares 1,783 $572K 0.01% -869 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: restricted; 2024Q4: 382 shares; 2025Q1: 370 shares; 2025Q2: 390 shares; 2025Q3: 443 shares; 2025Q4: 420 shares; 2026Q1: 330 shares 330 $571K 0.01% -90 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,109 shares; 2025Q1: 3,989 shares; 2025Q2: 4,052 shares; 2025Q3: 4,166 shares; 2025Q4: 3,484 shares; 2026Q1: 3,509 shares 3,509 $570K 0.01% +25 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,906 shares; 2025Q1: 7,088 shares; 2025Q2: 11,305 shares; 2025Q3: 10,406 shares; 2025Q4: 7,473 shares; 2026Q1: 6,298 shares 6,298 $569K 0.01% -1,175 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,195 shares; 2025Q1: 14,217 shares; 2025Q2: 21,101 shares; 2025Q3: 21,191 shares; 2025Q4: 26,288 shares; 2026Q1: 25,122 shares 25,122 $561K 0.01% -1,166 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,251 shares; 2025Q1: 4,215 shares; 2025Q2: 6,689 shares; 2025Q3: 6,713 shares; 2025Q4: 4,479 shares; 2026Q1: 3,772 shares 3,772 $550K 0.01% -707 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: restricted; 2024Q4: 1,468 shares; 2025Q1: 2,140 shares; 2025Q2: 2,345 shares; 2025Q3: 2,330 shares; 2025Q4: 2,389 shares; 2026Q1: 1,745 shares 1,745 $548K 0.01% -644 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,530 shares; 2025Q1: 33,749 shares; 2025Q2: 33,380 shares; 2025Q3: 35,321 shares; 2025Q4: 31,976 shares; 2026Q1: 34,476 shares 34,476 $547K 0.01% +2,500 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,301 shares; 2026Q1: 9,606 shares 9,606 $547K 0.01% -3,695 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,211 shares; 2025Q1: 43,956 shares; 2025Q2: 46,665 shares; 2025Q3: 49,766 shares; 2025Q4: 52,283 shares; 2026Q1: 32,181 shares 32,181 $546K 0.01% -20,102 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,034 shares; 2025Q2: 4,034 shares; 2025Q3: 4,034 shares; 2025Q4: 5,228 shares; 2026Q1: 5,827 shares 5,827 $540K 0.01% +599 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: restricted; 2024Q4: 9,849 shares; 2025Q1: 13,384 shares; 2025Q2: 13,085 shares; 2025Q3: 8,766 shares; 2025Q4: 8,648 shares; 2026Q1: 6,427 shares 6,427 $538K 0.01% -2,221 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,849 shares; 2025Q1: 15,048 shares; 2025Q2: 15,349 shares; 2025Q3: 15,812 shares; 2025Q4: 15,851 shares; 2026Q1: 14,982 shares 14,982 $535K 0.01% -869 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,364 shares; 2025Q1: 25,717 shares; 2025Q2: 749,511 shares; 2025Q3: 25,335 shares; 2025Q4: 24,318 shares; 2026Q1: 24,194 shares 24,194 $535K 0.01% -124 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,380 shares; 2025Q1: 12,601 shares; 2025Q2: 13,079 shares; 2025Q3: 14,078 shares; 2025Q4: 14,932 shares; 2026Q1: 9,617 shares 9,617 $531K 0.01% -5,315 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,619 shares; 2025Q1: 3,677 shares; 2025Q2: 4,405 shares; 2025Q3: 4,535 shares; 2025Q4: 4,765 shares; 2026Q1: 2,674 shares 2,674 $529K 0.01% -2,091 Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,159 shares; 2025Q1: 12,159 shares; 2025Q2: 86,292 shares; 2025Q3: 12,252 shares; 2025Q4: 12,440 shares; 2026Q1: 12,531 shares 12,531 $516K 0.01% +91 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,131 shares; 2025Q1: 1,168 shares; 2025Q2: 2,063 shares; 2025Q3: 1,988 shares; 2025Q4: 1,983 shares; 2026Q1: 1,160 shares 1,160 $516K 0.01% -823 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,977 shares; 2025Q1: 3,762 shares; 2025Q2: 3,499 shares; 2025Q3: 3,426 shares; 2025Q4: 1,850 shares; 2026Q1: 4,099 shares 4,099 $512K 0.01% +2,249 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,499 shares; 2025Q1: 35,513 shares; 2025Q2: 28,870 shares; 2025Q3: 29,075 shares; 2025Q4: 29,885 shares; 2026Q1: 29,889 shares 29,889 $511K 0.01% +4 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,370 shares; 2025Q3: 3,391 shares; 2025Q4: 3,496 shares; 2026Q1: 3,496 shares 3,496 $511K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,973 shares; 2025Q1: 25,335 shares; 2025Q2: 20,913 shares; 2025Q3: 27,140 shares; 2025Q4: 19,332 shares; 2026Q1: 22,703 shares 22,703 $511K 0.01% +3,371 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,180 shares; 2026Q1: 21,501 shares 21,501 $509K 0.01% +9,321 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,246 shares; 2025Q1: 5,239 shares; 2025Q2: 9,117 shares; 2025Q3: 7,709 shares; 2025Q4: 7,849 shares; 2026Q1: 5,213 shares 5,213 $509K 0.01% -2,636 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,141 shares; 2026Q1: 800 shares 800 $508K 0.01% -341 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,713 shares; 2025Q1: 9,818 shares; 2025Q2: 10,345 shares; 2025Q3: 11,032 shares; 2025Q4: 11,106 shares; 2026Q1: 6,136 shares 6,136 $506K 0.01% -4,970 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,035 shares; 2025Q1: 2,541 shares; 2025Q2: 3,643 shares; 2025Q3: 4,252 shares; 2025Q4: 4,117 shares; 2026Q1: 4,102 shares 4,102 $506K 0.01% -15 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,080 shares; 2025Q1: 20,633 shares; 2025Q2: 20,716 shares; 2025Q3: 21,641 shares; 2025Q4: 19,694 shares; 2026Q1: 17,979 shares 17,979 $503K 0.01% -1,715 Timeline INBK FIRST INTERNET BANCORP More: the full row for FIRST INTERNET BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,286 shares; 2025Q1: 24,295 shares; 2025Q2: 24,307 shares; 2025Q3: 24,318 shares; 2025Q4: 24,581 shares; 2026Q1: 24,595 shares 24,595 $501K 0.01% +14 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,927 shares; 2025Q1: 5,873 shares; 2025Q2: 5,881 shares; 2025Q3: 5,137 shares; 2025Q4: 10,848 shares; 2026Q1: 10,919 shares 10,919 $501K 0.01% +71 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,706 shares; 2026Q1: 2,501 shares 2,501 $500K 0.01% -205 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,761 shares; 2025Q3: 3,854 shares; 2025Q4: not reported; 2026Q1: 6,340 shares 6,340 $497K 0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,491 shares; 2025Q1: 4,077 shares; 2025Q2: 4,576 shares; 2025Q3: 4,660 shares; 2025Q4: 4,714 shares; 2026Q1: 2,743 shares 2,743 $494K 0.01% -1,971 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: restricted; 2024Q4: 8,208 shares; 2025Q1: 7,367 shares; 2025Q2: 7,367 shares; 2025Q3: 4,396 shares; 2025Q4: 4,354 shares; 2026Q1: 4,454 shares 4,454 $494K 0.01% +100 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,850 shares; 2025Q1: 6,347 shares; 2025Q2: 7,966 shares; 2025Q3: 7,149 shares; 2025Q4: 5,810 shares; 2026Q1: 3,284 shares 3,284 $494K 0.01% -2,526 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 670 shares; 2025Q3: 790 shares; 2025Q4: 1,501 shares; 2026Q1: 1,394 shares 1,394 $493K 0.01% -107 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,445 shares; 2025Q1: 8,208 shares; 2025Q2: 9,381 shares; 2025Q3: 10,738 shares; 2025Q4: 10,845 shares; 2026Q1: 6,733 shares 6,733 $490K 0.01% -4,112 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,721 shares; 2025Q1: 3,023 shares; 2025Q2: 3,449 shares; 2025Q3: 3,885 shares; 2025Q4: 4,101 shares; 2026Q1: 4,306 shares 4,306 $487K 0.01% +205 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,041 shares; 2025Q1: 3,065 shares; 2025Q2: 3,338 shares; 2025Q3: 5,410 shares; 2025Q4: 5,500 shares; 2026Q1: 4,746 shares 4,746 $485K 0.01% -754 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,470 shares; 2025Q1: 6,554 shares; 2025Q2: 6,289 shares; 2025Q3: 6,365 shares; 2025Q4: 6,664 shares; 2026Q1: 4,194 shares 4,194 $484K 0.01% -2,470 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,541 shares; 2025Q1: 48,324 shares; 2025Q2: 55,141 shares; 2025Q3: 59,865 shares; 2025Q4: 63,030 shares; 2026Q1: 42,871 shares 42,871 $484K 0.01% -20,159 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,968 shares; 2025Q1: 1,965 shares; 2025Q2: 2,312 shares; 2025Q3: 1,962 shares; 2025Q4: 2,034 shares; 2026Q1: 1,991 shares 1,991 $482K 0.01% -43 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,723 shares; 2025Q3: 1,735 shares; 2025Q4: 2,210 shares; 2026Q1: 2,372 shares 2,372 $481K 0.01% +162 Timeline VSS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,521 shares; 2025Q3: 3,234 shares; 2025Q4: 3,297 shares; 2026Q1: 3,297 shares 3,297 $481K 0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,901 shares; 2025Q1: 24,336 shares; 2025Q2: 21,773 shares; 2025Q3: 16,234 shares; 2025Q4: 16,174 shares; 2026Q1: 8,190 shares 8,190 $479K 0.01% -7,984 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,355 shares; 2025Q1: 3,355 shares; 2025Q2: 3,680 shares; 2025Q3: 5,743 shares; 2025Q4: 5,743 shares; 2026Q1: 5,743 shares 5,743 $473K 0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,032 shares; 2025Q1: 7,909 shares; 2025Q2: 7,928 shares; 2025Q3: 7,949 shares; 2025Q4: 7,869 shares; 2026Q1: 8,291 shares 8,291 $473K 0.01% +422 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: restricted; 2024Q4: 7,422 shares; 2025Q1: 6,563 shares; 2025Q2: 7,192 shares; 2025Q3: 7,303 shares; 2025Q4: 8,147 shares; 2026Q1: 6,489 shares 6,489 $470K 0.01% -1,658 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,842 shares; 2025Q1: 9,842 shares; 2025Q2: 16,069 shares; 2025Q3: 8,554 shares; 2025Q4: 8,554 shares; 2026Q1: 8,539 shares 8,539 $469K 0.01% -15 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,422 shares; 2025Q1: 4,422 shares; 2025Q2: 4,463 shares; 2025Q3: 4,463 shares; 2025Q4: 4,717 shares; 2026Q1: 3,564 shares 3,564 $467K 0.01% -1,153 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,850 shares; 2025Q1: 59,850 shares; 2025Q2: 59,850 shares; 2025Q3: 59,850 shares; 2025Q4: 59,850 shares; 2026Q1: 59,850 shares 59,850 $464K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,138 shares; 2025Q2: 3,614 shares; 2025Q3: 3,505 shares; 2025Q4: 4,094 shares; 2026Q1: 3,603 shares 3,603 $456K 0.01% -491 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,750 shares; 2025Q1: 40,450 shares; 2025Q2: 40,450 shares; 2025Q3: 41,296 shares; 2025Q4: 41,296 shares; 2026Q1: 41,396 shares 41,396 $450K 0.01% +100 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,082 shares; 2025Q1: 7,649 shares; 2025Q2: 8,502 shares; 2025Q3: 8,926 shares; 2025Q4: 8,688 shares; 2026Q1: 7,582 shares 7,582 $448K 0.01% -1,106 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,514 shares; 2025Q1: 4,514 shares; 2025Q2: 4,849 shares; 2025Q3: 5,459 shares; 2025Q4: 4,448 shares; 2026Q1: 4,448 shares 4,448 $448K 0.01% 0 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: restricted; 2024Q4: 15,973 shares; 2025Q1: 15,992 shares; 2025Q2: 15,410 shares; 2025Q3: 9,632 shares; 2025Q4: 9,628 shares; 2026Q1: 9,628 shares 9,628 $446K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,645 shares; 2025Q1: 21,750 shares; 2025Q2: not reported; 2025Q3: 11,713 shares; 2025Q4: 13,235 shares; 2026Q1: 16,238 shares 16,238 $446K 0.01% +3,003 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,905 shares; 2025Q1: 12,159 shares; 2025Q2: 13,346 shares; 2025Q3: 12,534 shares; 2025Q4: 10,169 shares; 2026Q1: 7,888 shares 7,888 $444K 0.01% -2,281 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,275 shares; 2025Q1: 5,275 shares; 2025Q2: 5,275 shares; 2025Q3: 5,275 shares; 2025Q4: 5,275 shares; 2026Q1: 4,747 shares 4,747 $443K 0.01% -528 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,267 shares; 2025Q1: 6,480 shares; 2025Q2: 6,546 shares; 2025Q3: 6,658 shares; 2025Q4: 6,799 shares; 2026Q1: 4,854 shares 4,854 $442K 0.01% -1,945 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,600 shares; 2025Q1: not reported; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 9,200 shares; 2026Q1: 9,200 shares 9,200 $441K 0.01% 0 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: restricted; 2024Q4: 2,017 shares; 2025Q1: 1,998 shares; 2025Q2: 2,073 shares; 2025Q3: 2,073 shares; 2025Q4: 1,939 shares; 2026Q1: 1,052 shares 1,052 $439K 0.01% -887 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: restricted; 2024Q4: 5,068 shares; 2025Q1: 1,626 shares; 2025Q2: 1,791 shares; 2025Q3: 1,652 shares; 2025Q4: 1,720 shares; 2026Q1: 1,742 shares 1,742 $435K 0.01% +22 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,084 shares; 2025Q1: 949 shares; 2025Q2: 987 shares; 2025Q3: 1,147 shares; 2025Q4: 1,185 shares; 2026Q1: 1,018 shares 1,018 $432K 0.01% -167 Timeline IYR 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: restricted; 2024Q4: 6,146 shares; 2025Q1: 5,855 shares; 2025Q2: 5,857 shares; 2025Q3: 5,313 shares; 2025Q4: 5,286 shares; 2026Q1: 4,568 shares 4,568 $432K 0.01% -718 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,052 shares; 2025Q1: 15,662 shares; 2025Q2: 19,322 shares; 2025Q3: 22,470 shares; 2025Q4: 17,641 shares; 2026Q1: 18,640 shares 18,640 $424K 0.01% +999 Timeline HYMB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,088 shares 17,088 $424K 0.01% new Timeline MSBI MIDLAND STATES BANCORP INC More: the full row for MIDLAND STATES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,171 shares; 2025Q1: 18,171 shares; 2025Q2: 19,126 shares; 2025Q3: 19,075 shares; 2025Q4: 18,951 shares; 2026Q1: 18,964 shares 18,964 $423K 0.01% +13 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,736 shares; 2025Q4: 11,973 shares; 2026Q1: 6,824 shares 6,824 $422K 0.01% -5,149 Timeline SHYD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,610 shares 18,610 $422K 0.01% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,397 shares; 2025Q1: 5,717 shares; 2025Q2: 5,576 shares; 2025Q3: 5,658 shares; 2025Q4: 5,939 shares; 2026Q1: 6,175 shares 6,175 $420K 0.01% +236 Timeline ACWX 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: restricted; 2024Q4: 7,526 shares; 2025Q1: 7,633 shares; 2025Q2: 4,832 shares; 2025Q3: 5,437 shares; 2025Q4: 8,040 shares; 2026Q1: 6,127 shares 6,127 $420K 0.01% -1,913 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,555 shares; 2025Q1: 8,288 shares; 2025Q2: 10,450 shares; 2025Q3: 9,414 shares; 2025Q4: 6,826 shares; 2026Q1: 6,668 shares 6,668 $419K 0.01% -158 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,070 shares; 2025Q1: 7,076 shares; 2025Q2: 8,066 shares; 2025Q3: 7,704 shares; 2025Q4: 6,842 shares; 2026Q1: 4,525 shares 4,525 $419K 0.01% -2,317 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,152 shares; 2025Q1: 27,483 shares; 2025Q2: 26,757 shares; 2025Q3: 27,737 shares; 2025Q4: 28,489 shares; 2026Q1: 20,113 shares 20,113 $416K 0.01% -8,376 Timeline MSD MORGAN STANLEY EMKT DBT FD I More: the full row for MORGAN STANLEY EMKT DBT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,680 shares; 2025Q1: 54,005 shares; 2025Q2: 69,326 shares; 2025Q3: 54,555 shares; 2025Q4: 58,055 shares; 2026Q1: 58,055 shares 58,055 $408K 0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,453 shares; 2025Q3: 1,560 shares; 2025Q4: 1,764 shares; 2026Q1: 1,533 shares 1,533 $407K 0.01% -231 Timeline DFEM 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: restricted; 2024Q4: 7,899 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,308 shares; 2026Q1: 11,769 shares 11,769 $407K 0.01% +4,461 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,548 shares; 2026Q1: 35,833 shares 35,833 $405K 0.01% +20,285 Timeline IVLU 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: restricted; 2024Q4: 11,522 shares; 2025Q1: 11,522 shares; 2025Q2: 10,322 shares; 2025Q3: 10,594 shares; 2025Q4: 10,594 shares; 2026Q1: 10,186 shares 10,186 $404K 0.01% -408 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: restricted; 2024Q4: 16,468 shares; 2025Q1: 18,661 shares; 2025Q2: 18,215 shares; 2025Q3: 18,214 shares; 2025Q4: 16,047 shares; 2026Q1: 16,053 shares 16,053 $403K 0.01% +6 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,175 shares; 2025Q4: 2,763 shares; 2026Q1: 3,390 shares 3,390 $401K 0.01% +627 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,790 shares; 2025Q1: 14,268 shares; 2025Q2: 21,123 shares; 2025Q3: 19,266 shares; 2025Q4: 20,561 shares; 2026Q1: 15,246 shares 15,246 $398K 0.01% -5,315 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: restricted; 2024Q4: 6,729 shares; 2025Q1: 5,820 shares; 2025Q2: 3,957 shares; 2025Q3: 3,133 shares; 2025Q4: 2,490 shares; 2026Q1: 2,691 shares 2,691 $395K 0.01% +201 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,657 shares; 2025Q4: 44,011 shares; 2026Q1: 45,017 shares 45,017 $393K 0.01% +1,006 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,231 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,975 shares 4,975 $384K 0.01% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,674 shares; 2025Q4: 5,342 shares; 2026Q1: 5,010 shares 5,010 $382K 0.01% -332 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,154 shares; 2025Q1: not reported; 2025Q2: 7,276 shares; 2025Q3: 7,320 shares; 2025Q4: 6,725 shares; 2026Q1: 5,234 shares 5,234 $380K 0.01% -1,491 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: restricted; 2024Q4: 3,636 shares; 2025Q1: 3,922 shares; 2025Q2: 4,207 shares; 2025Q3: 3,768 shares; 2025Q4: 4,140 shares; 2026Q1: 1,911 shares 1,911 $379K 0.01% -2,229 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 383 shares; 2025Q2: 496 shares; 2025Q3: 664 shares; 2025Q4: 850 shares; 2026Q1: 781 shares 781 $379K 0.01% -69 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: restricted; 2024Q4: 12,241 shares; 2025Q1: 13,189 shares; 2025Q2: 15,971 shares; 2025Q3: 14,560 shares; 2025Q4: 9,629 shares; 2026Q1: 9,057 shares 9,057 $377K 0.01% -572 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: restricted; 2024Q4: 5,904 shares; 2025Q1: 4,805 shares; 2025Q2: 4,721 shares; 2025Q3: 4,815 shares; 2025Q4: 4,819 shares; 2026Q1: 4,952 shares 4,952 $372K 0.01% +133 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: restricted; 2024Q4: 7,944 shares; 2025Q1: 9,719 shares; 2025Q2: 14,808 shares; 2025Q3: 13,796 shares; 2025Q4: 13,796 shares; 2026Q1: 17,525 shares 17,525 $372K 0.01% +3,729 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,852 shares; 2026Q1: 7,317 shares 7,317 $372K 0.01% -535 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,784 shares; 2025Q1: 2,968 shares; 2025Q2: 3,112 shares; 2025Q3: 2,868 shares; 2025Q4: 3,005 shares; 2026Q1: 1,611 shares 1,611 $371K 0.01% -1,394 Timeline VTWO 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: restricted; 2024Q4: 4,077 shares; 2025Q1: 4,077 shares; 2025Q2: 4,092 shares; 2025Q3: 4,771 shares; 2025Q4: 3,953 shares; 2026Q1: 3,704 shares 3,704 $371K 0.01% -249 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,242 shares; 2025Q1: not reported; 2025Q2: 3,219 shares; 2025Q3: 3,228 shares; 2025Q4: 3,392 shares; 2026Q1: 3,357 shares 3,357 $368K 0.01% -35 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: restricted; 2024Q4: not reported; 2025Q1: 2,151 shares; 2025Q2: 1,225 shares; 2025Q3: 1,810 shares; 2025Q4: 1,825 shares; 2026Q1: 1,994 shares 1,994 $368K 0.01% +169 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: restricted; 2024Q4: 3,919 shares; 2025Q1: 4,001 shares; 2025Q2: 4,001 shares; 2025Q3: 4,019 shares; 2025Q4: 3,996 shares; 2026Q1: 3,937 shares 3,937 $366K 0.01% -59 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,159 shares; 2025Q1: 17,317 shares; 2025Q2: 19,120 shares; 2025Q3: 20,772 shares; 2025Q4: 22,224 shares; 2026Q1: 16,876 shares 16,876 $366K 0.01% -5,348 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,061 shares; 2025Q1: 2,406 shares; 2025Q2: 2,506 shares; 2025Q3: 2,503 shares; 2025Q4: 3,050 shares; 2026Q1: 1,666 shares 1,666 $365K 0.01% -1,384 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,921 shares; 2025Q1: 10,820 shares; 2025Q2: not reported; 2025Q3: 4,796 shares; 2025Q4: 4,787 shares; 2026Q1: 8,025 shares 8,025 $365K 0.01% +3,238 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,764 shares; 2025Q1: 18,516 shares; 2025Q2: 18,066 shares; 2025Q3: 21,562 shares; 2025Q4: 23,996 shares; 2026Q1: 24,245 shares 24,245 $365K 0.01% +249 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 691 shares; 2025Q3: 776 shares; 2025Q4: 2,046 shares; 2026Q1: 2,594 shares 2,594 $364K 0.01% +548 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 935 shares 935 $363K 0.01% new Timeline RYLD 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: restricted; 2024Q4: 16,013 shares; 2025Q1: 28,174 shares; 2025Q2: 29,544 shares; 2025Q3: 22,552 shares; 2025Q4: 24,152 shares; 2026Q1: 24,152 shares 24,152 $361K 0.01% 0 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: restricted; 2024Q4: 1,772 shares; 2025Q1: 1,785 shares; 2025Q2: 1,852 shares; 2025Q3: 1,876 shares; 2025Q4: 1,989 shares; 2026Q1: 825 shares 825 $360K 0.01% -1,164 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,731 shares; 2025Q1: 1,720 shares; 2025Q2: 1,910 shares; 2025Q3: 1,921 shares; 2025Q4: 2,031 shares; 2026Q1: 1,502 shares 1,502 $360K 0.01% -529 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,055 shares; 2025Q1: 14,946 shares; 2025Q2: 14,102 shares; 2025Q3: 15,725 shares; 2025Q4: 16,786 shares; 2026Q1: 9,121 shares 9,121 $356K 0.01% -7,665 Timeline RLAY RELAY THERAPEUTICS INC More: the full row for RELAY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,714 shares 35,714 $355K 0.01% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,959 shares; 2025Q1: 20,099 shares; 2025Q2: 20,582 shares; 2025Q3: 21,639 shares; 2025Q4: 24,918 shares; 2026Q1: 17,870 shares 17,870 $353K 0.01% -7,048 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,807 shares; 2025Q1: 9,775 shares; 2025Q2: 8,763 shares; 2025Q3: 8,748 shares; 2025Q4: 7,876 shares; 2026Q1: 6,666 shares 6,666 $352K 0.01% -1,210 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,419 shares; 2025Q1: 6,851 shares; 2025Q2: 6,548 shares; 2025Q3: 5,507 shares; 2025Q4: 5,888 shares; 2026Q1: 4,787 shares 4,787 $348K 0.01% -1,101 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,532 shares; 2025Q3: 2,923 shares; 2025Q4: 2,948 shares; 2026Q1: 3,268 shares 3,268 $348K 0.01% +320 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,132 shares; 2025Q1: 2,217 shares; 2025Q2: 2,545 shares; 2025Q3: 2,377 shares; 2025Q4: 2,609 shares; 2026Q1: 2,555 shares 2,555 $346K 0.01% -54 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,011 shares; 2025Q1: 5,037 shares; 2025Q2: 5,037 shares; 2025Q3: 4,907 shares; 2025Q4: 4,574 shares; 2026Q1: 3,068 shares 3,068 $344K 0.01% -1,506 Timeline XBI 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: restricted; 2024Q4: 9,595 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,693 shares; 2026Q1: 2,693 shares 2,693 $344K 0.01% 0 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares 2,550 $344K 0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 712 shares; 2025Q3: 728 shares; 2025Q4: 1,375 shares; 2026Q1: 1,077 shares 1,077 $343K 0.01% -298 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,891 shares; 2025Q3: 9,179 shares; 2025Q4: 10,459 shares; 2026Q1: 5,606 shares 5,606 $342K 0.01% -4,853 Timeline