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; 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; 2026Q2: 912,720 shares 912,720 $682M 14.39% -9,789 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,136,481 shares 2,136,481 $281M 5.94% +15,229 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,067,830 shares 3,067,830 $245M 5.18% +110,846 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,198,871 shares 3,198,871 $236M 4.99% -14,109 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 328,514 shares 328,514 $183M 3.86% +8,274 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,237,035 shares 1,237,035 $168M 3.54% -1,597 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; 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; 2026Q2: 130,247 shares 130,247 $156M 3.3% -1,398 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 515,811 shares 515,811 $149M 3.15% -10,275 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; 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; 2026Q2: 3,126,531 shares 3,126,531 $138M 2.92% +220,479 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; 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; 2026Q2: 583,864 shares 583,864 $124M 2.62% -7,790 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 486,162 shares 486,162 $97.3M 2.05% +4,565 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; 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; 2026Q2: 1,734,316 shares 1,734,316 $93.3M 1.97% -255,418 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; 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; 2026Q2: 1,985,582 shares 1,985,582 $85.3M 1.8% +51,561 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; 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; 2026Q2: 121,700 shares 121,700 $83.6M 1.76% +6,307 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,170,864 shares 1,170,864 $79.4M 1.68% +37,760 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 187,822 shares 187,822 $67.1M 1.42% +5,667 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 179,265 shares 179,265 $66.9M 1.41% +3,192 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 608,798 shares 608,798 $63.2M 1.34% -641 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; 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; 2026Q2: 251,509 shares 251,509 $59.9M 1.27% -2,477 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; 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; 2026Q2: 110,971 shares 110,971 $55.5M 1.17% -1,917 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; 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; 2026Q2: 130,662 shares 130,662 $42.8M 0.9% -637 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; 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; 2026Q2: 582,653 shares 582,653 $41.5M 0.88% -342,228 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; 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; 2026Q2: 578,442 shares 578,442 $41.2M 0.87% +18,740 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 113,077 shares 113,077 $40M 0.84% -2,224 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; 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; 2026Q2: 627,523 shares 627,523 $37.5M 0.79% -16,898 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 33,191 shares 33,191 $35.3M 0.75% +11,087 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,450 shares; 2025Q4: 531,291 shares; 2026Q1: 616,909 shares; 2026Q2: 675,621 shares 675,621 $33.5M 0.71% +58,712 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; 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; 2026Q2: 42,874 shares 42,874 $31.6M 0.67% +67 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 100,339 shares 100,339 $30.1M 0.64% -2,700 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 267,207 shares 267,207 $29.5M 0.62% +20,426 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; 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; 2026Q2: 46,156 shares 46,156 $26M 0.55% +1,834 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 57,659 shares 57,659 $24.3M 0.51% +3,838 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 56,614 shares 56,614 $21.4M 0.45% +5,588 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 53,524 shares 53,524 $18.4M 0.39% +2,518 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 138,481 shares 138,481 $17.2M 0.36% +107,286 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 62,574 shares 62,574 $15.9M 0.34% +278 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; 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; 2026Q2: 31,727 shares 31,727 $15.2M 0.32% -2,790 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; 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; 2026Q2: 39,258 shares 39,258 $14.5M 0.31% -2,379 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; 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; 2026Q2: 240,748 shares 240,748 $13.9M 0.29% -8,002 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100,404 shares 100,404 $13.7M 0.29% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 110,565 shares 110,565 $12.5M 0.26% -518 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 47,980 shares 47,980 $12.1M 0.25% +2,473 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 48,793 shares 48,793 $11.8M 0.25% +1,736 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 80,686 shares 80,686 $11.8M 0.25% +3,584 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; 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; 2026Q2: 10,232 shares 10,232 $11.8M 0.25% +3,195 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; 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; 2026Q2: 78,365 shares 78,365 $11.5M 0.24% -5,448 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; 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; 2026Q2: 226,998 shares 226,998 $11.3M 0.24% -8,102 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 81,172 shares 81,172 $11.3M 0.24% +7,095 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; 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; 2026Q2: 333,578 shares 333,578 $10.8M 0.23% +890 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; 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; 2026Q2: 122,056 shares 122,056 $10.5M 0.22% +101,721 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 19,589 shares 19,589 $10.1M 0.21% +82 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; 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; 2026Q2: 28,600 shares 28,600 $9.84M 0.21% -11 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; 2024Q3: restricted; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 15 shares; 2025Q4: 14 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $9.74M 0.21% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 50,921 shares 50,921 $9.66M 0.2% +2,110 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; 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; 2026Q2: 48,004 shares 48,004 $9.15M 0.19% -5,389 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; 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; 2026Q2: 154,571 shares 154,571 $8.81M 0.19% -24,203 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; 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; 2026Q2: 9,181 shares 9,181 $8.59M 0.18% -125 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; 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; 2026Q2: 72,874 shares 72,874 $8.56M 0.18% +2,237 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,913 shares; 2026Q1: 163,712 shares; 2026Q2: 166,682 shares 166,682 $8.5M 0.18% +2,970 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; 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; 2026Q2: 109,210 shares 109,210 $8.33M 0.18% +76,616 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 80,337 shares 80,337 $8.22M 0.17% -2,993 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; 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; 2026Q2: 47,574 shares 47,574 $8.17M 0.17% -416 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; 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; 2026Q2: 7,986 shares 7,986 $8.08M 0.17% +206 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; 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; 2026Q2: 23,089 shares 23,089 $7.87M 0.17% -2,766 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 114,407 shares 114,407 $7.83M 0.17% -1,251 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; 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; 2026Q2: 49,863 shares 49,863 $7.83M 0.17% +2,440 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 45,590 shares 45,590 $7.56M 0.16% +1,258 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; 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; 2026Q2: 143,321 shares 143,321 $7.4M 0.16% -3,569 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; 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; 2026Q2: 12,242 shares 12,242 $7.11M 0.15% -1,117 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; 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; 2026Q2: 9,246 shares 9,246 $7.06M 0.15% -522 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; 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; 2026Q2: 54,116 shares 54,116 $6.95M 0.15% +893 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,610 shares 9,610 $6.85M 0.14% -25 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; 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; 2026Q2: 16,110 shares 16,110 $6.7M 0.14% -61 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; 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; 2026Q2: 13,078 shares 13,078 $6.66M 0.14% -262 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; 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; 2026Q2: 5,496 shares 5,496 $6.46M 0.14% +296 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 59,128 shares 59,128 $6.36M 0.13% +4,245 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; 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; 2026Q2: 77,730 shares 77,730 $6.32M 0.13% +5,928 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 17,375 shares 17,375 $6.29M 0.13% -1,372 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 28,828 shares 28,828 $6.24M 0.13% +862 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 44,968 shares 44,968 $6.09M 0.13% -171 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 42,360 shares 42,360 $5.93M 0.13% -12,556 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; 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; 2026Q2: 32,723 shares 32,723 $5.92M 0.13% +1,296 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; 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; 2026Q2: 16,950 shares 16,950 $5.73M 0.12% +911 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 57,658 shares 57,658 $5.71M 0.12% -9,653 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; 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; 2026Q2: 204,155 shares 204,155 $5.65M 0.12% +6,285 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; 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; 2026Q2: 58,453 shares 58,453 $5.63M 0.12% -3,009 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,828 shares 8,828 $5.6M 0.12% +343 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 40,508 shares 40,508 $5.57M 0.12% +4,094 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,516 shares 20,516 $5.55M 0.12% -863 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; 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; 2026Q2: 47,316 shares 47,316 $5.52M 0.12% +2,319 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,345 shares 13,345 $5.46M 0.12% +1,302 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; 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; 2026Q2: 15,444 shares 15,444 $5.45M 0.12% -1,016 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; 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; 2026Q2: 29,214 shares 29,214 $5.39M 0.11% -221 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,941 shares 13,941 $5.21M 0.11% -819 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 72,533 shares 72,533 $5.18M 0.11% +5,285 Timeline XPEV XPENG INC More: the full row for XPENG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 386,178 shares; 2026Q2: 387,230 shares 387,230 $5.13M 0.11% +1,052 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; 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; 2026Q2: 2,567 shares 2,567 $5.11M 0.11% +167 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; 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; 2026Q2: 7,064 shares 7,064 $5.11M 0.11% -1,167 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; 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; 2026Q2: 57,817 shares 57,817 $4.94M 0.1% -3,124 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; 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; 2026Q2: 13,052 shares 13,052 $4.77M 0.1% +83 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; 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; 2026Q2: 15,710 shares 15,710 $4.76M 0.1% -151 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; 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; 2026Q2: 38,085 shares 38,085 $4.55M 0.1% +33,393 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; 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; 2026Q2: 10,357 shares 10,357 $4.49M 0.09% +172 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; 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; 2026Q2: 15,643 shares 15,643 $4.4M 0.09% -897 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; 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; 2026Q2: 9,793 shares 9,793 $4.17M 0.09% +623 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 169,378 shares 169,378 $4.08M 0.09% +10,375 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; 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; 2026Q2: 34,211 shares 34,211 $4.07M 0.09% -13 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 17,793 shares 17,793 $4.04M 0.09% -101 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; 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; 2026Q2: 209,108 shares 209,108 $4M 0.08% +4,498 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; 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; 2026Q2: 13,313 shares 13,313 $3.97M 0.08% +6,776 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,393 shares 12,393 $3.88M 0.08% +52 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; 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; 2026Q2: 79,955 shares 79,955 $3.84M 0.08% -2,184 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 23,253 shares 23,253 $3.82M 0.08% +9,285 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 24,347 shares 24,347 $3.81M 0.08% +153 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,514 shares; 2025Q1: 17,588 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,186 shares; 2026Q2: 91,284 shares 91,284 $3.77M 0.08% +86,098 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; 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; 2026Q2: 45,097 shares 45,097 $3.73M 0.08% -753 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; 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; 2026Q2: 87,228 shares 87,228 $3.69M 0.08% -2,699 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; 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; 2026Q2: 71,798 shares 71,798 $3.63M 0.08% -4,646 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; 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; 2026Q2: 43,996 shares 43,996 $3.62M 0.08% +30,896 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; 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; 2026Q2: 47,028 shares 47,028 $3.55M 0.07% -3,641 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; 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; 2026Q2: 93,271 shares 93,271 $3.43M 0.07% -1,463 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 122,830 shares 122,830 $3.37M 0.07% +98,060 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; 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; 2026Q2: 9,934 shares 9,934 $3.33M 0.07% +1,432 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,351 shares; 2025Q3: 4,704 shares; 2025Q4: 6,426 shares; 2026Q1: 8,344 shares; 2026Q2: 10,958 shares 10,958 $3.32M 0.07% +2,614 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; 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; 2026Q2: 123,764 shares 123,764 $3.27M 0.07% 0 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; 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; 2026Q2: 157,617 shares 157,617 $3.26M 0.07% -19,166 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,829 shares; 2026Q2: 78,616 shares 78,616 $3.18M 0.07% +13,787 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; 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; 2026Q2: 11,554 shares 11,554 $3.14M 0.07% +12 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,706 shares 16,706 $3.09M 0.07% +1,060 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 19,443 shares 19,443 $3.05M 0.06% -1,018 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,476 shares 14,476 $3.03M 0.06% +655 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; 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; 2026Q2: 19,346 shares 19,346 $2.93M 0.06% +634 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; 2024Q3: restricted; 2024Q4: 7,899 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,308 shares; 2026Q1: 11,769 shares; 2026Q2: 71,406 shares 71,406 $2.9M 0.06% +59,637 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 28,019 shares 28,019 $2.86M 0.06% -1,661 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; 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; 2026Q2: 25,900 shares 25,900 $2.78M 0.06% +1,208 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,707 shares; 2025Q4: 57,465 shares; 2026Q1: 97,387 shares; 2026Q2: 98,064 shares 98,064 $2.78M 0.06% +677 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; 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; 2026Q2: 83,505 shares 83,505 $2.78M 0.06% -3,125 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,328 shares 4,328 $2.77M 0.06% -208 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; 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; 2026Q2: 7,470 shares 7,470 $2.75M 0.06% +280 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,687 shares 10,687 $2.73M 0.06% -260 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,132 shares; 2025Q3: 20,018 shares; 2025Q4: 40,036 shares; 2026Q1: 40,036 shares; 2026Q2: 40,036 shares 40,036 $2.7M 0.06% 0 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; 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; 2026Q2: 24,485 shares 24,485 $2.69M 0.06% -2,413 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; 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; 2026Q2: 6,100 shares 6,100 $2.63M 0.06% +433 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,472 shares 2,472 $2.58M 0.05% +86 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; 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; 2026Q2: 27,938 shares 27,938 $2.58M 0.05% -407 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; 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; 2026Q2: 86,528 shares 86,528 $2.55M 0.05% -27,187 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; 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; 2026Q2: 24,477 shares 24,477 $2.53M 0.05% +721 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; 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; 2026Q2: 21,478 shares 21,478 $2.52M 0.05% -690 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,619 shares 2,619 $2.52M 0.05% +215 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; 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; 2026Q2: 78,826 shares 78,826 $2.5M 0.05% +11,593 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 26,907 shares 26,907 $2.44M 0.05% +1,201 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,141 shares; 2026Q1: 800 shares; 2026Q2: 1,059 shares 1,059 $2.41M 0.05% +259 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 18,336 shares 18,336 $2.39M 0.05% +3,618 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,500 shares 6,500 $2.37M 0.05% +1,557 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 157,000 shares; 2026Q1: 136,672 shares; 2026Q2: 134,006 shares 134,006 $2.33M 0.05% -2,666 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; 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; 2026Q2: 74,519 shares 74,519 $2.32M 0.05% +45 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,160 shares; 2025Q4: 71,745 shares; 2026Q1: 84,328 shares; 2026Q2: 82,091 shares 82,091 $2.31M 0.05% -2,237 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,256 shares; 2025Q3: 29,189 shares; 2025Q4: 30,224 shares; 2026Q1: 43,754 shares; 2026Q2: 43,297 shares 43,297 $2.31M 0.05% -457 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; 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; 2026Q2: 26,287 shares 26,287 $2.31M 0.05% +865 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; 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; 2026Q2: 6,423 shares 6,423 $2.27M 0.05% +84 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 19,821 shares 19,821 $2.26M 0.05% +606 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; 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; 2026Q2: 41,479 shares 41,479 $2.24M 0.05% +12,018 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; 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; 2026Q2: 9,961 shares 9,961 $2.22M 0.05% +70 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,972 shares 14,972 $2.19M 0.05% +812 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; 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; 2026Q2: 5,503 shares 5,503 $2.19M 0.05% +1,289 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,026 shares; 2025Q3: 60,161 shares; 2025Q4: 60,445 shares; 2026Q1: 60,871 shares; 2026Q2: 59,226 shares 59,226 $2.18M 0.05% -1,645 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,567 shares 8,567 $2.18M 0.05% -2,345 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,900 shares 20,900 $2.17M 0.05% -378 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; 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; 2026Q2: 59,906 shares 59,906 $2.17M 0.05% +2,477 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,763 shares 12,763 $2.16M 0.05% +174 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; 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; 2026Q2: 11,279 shares 11,279 $2.15M 0.05% -510 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; 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; 2026Q2: 36,204 shares 36,204 $2.11M 0.04% -4,397 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; 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; 2026Q2: 8,044 shares 8,044 $2.1M 0.04% +1,672 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; 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; 2026Q2: 16,334 shares 16,334 $2.07M 0.04% -3,194 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,475 shares 6,475 $2.04M 0.04% +39 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,136 shares 5,136 $2.02M 0.04% +764 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 12,849 shares 12,849 $2.02M 0.04% +360 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,828 shares 40,828 $2.01M 0.04% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,447 shares; 2026Q1: 9,728 shares; 2026Q2: 12,305 shares 12,305 $1.99M 0.04% +2,577 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,952 shares 16,952 $1.99M 0.04% +655 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; 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; 2026Q2: 38,852 shares 38,852 $1.98M 0.04% -3,574 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; 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; 2026Q2: 27,560 shares 27,560 $1.98M 0.04% -3,641 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,533 shares; 2025Q3: 2,504 shares; 2025Q4: 3,044 shares; 2026Q1: 1,651 shares; 2026Q2: 2,035 shares 2,035 $1.96M 0.04% +384 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; 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; 2026Q2: 6,555 shares 6,555 $1.95M 0.04% +787 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,147 shares 20,147 $1.93M 0.04% +1,610 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 40,304 shares 40,304 $1.92M 0.04% +1,078 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; 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; 2026Q2: 6,080 shares 6,080 $1.91M 0.04% -196 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; 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; 2026Q2: 2,651 shares 2,651 $1.91M 0.04% +61 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; 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; 2026Q2: 66,815 shares 66,815 $1.9M 0.04% -271 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,250 shares 2,250 $1.89M 0.04% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,787 shares 3,787 $1.88M 0.04% +287 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; 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; 2026Q2: 24,357 shares 24,357 $1.86M 0.04% +1,312 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; 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; 2026Q2: 32,172 shares 32,172 $1.86M 0.04% -1,678 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,335 shares; 2026Q1: 8,501 shares; 2026Q2: 9,817 shares 9,817 $1.85M 0.04% +1,316 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; 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; 2026Q2: 7,254 shares 7,254 $1.85M 0.04% +211 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,157 shares 6,157 $1.85M 0.04% +5,655 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; 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; 2026Q2: 34,507 shares 34,507 $1.83M 0.04% -6 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 15,420 shares 15,420 $1.81M 0.04% +2,169 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; 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; 2026Q2: 10,657 shares 10,657 $1.81M 0.04% +1,495 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; 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; 2026Q2: 4,670 shares 4,670 $1.81M 0.04% +389 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; 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; 2026Q2: 6,650 shares 6,650 $1.8M 0.04% +85 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,129 shares 8,129 $1.8M 0.04% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,425 shares; 2026Q1: 54,565 shares; 2026Q2: 51,463 shares 51,463 $1.78M 0.04% -3,102 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,404 shares 10,404 $1.78M 0.04% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,078 shares; 2025Q4: 29,570 shares; 2026Q1: 48,393 shares; 2026Q2: 35,036 shares 35,036 $1.77M 0.04% -13,357 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 37,433 shares 37,433 $1.76M 0.04% +575 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,782 shares; 2025Q3: 16,304 shares; 2025Q4: 17,034 shares; 2026Q1: 17,600 shares; 2026Q2: 17,264 shares 17,264 $1.75M 0.04% -336 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; 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; 2026Q2: 6,609 shares 6,609 $1.74M 0.04% +15 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; 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; 2026Q2: 24,089 shares 24,089 $1.74M 0.04% -436 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,303 shares 11,303 $1.74M 0.04% -894 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,898 shares 13,898 $1.73M 0.04% +283 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; 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; 2026Q2: 22,277 shares 22,277 $1.73M 0.04% +34 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,700 shares 7,700 $1.72M 0.04% new 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; 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; 2026Q2: 7,797 shares 7,797 $1.72M 0.04% +625 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; 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; 2026Q2: 29,784 shares 29,784 $1.72M 0.04% +753 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; 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; 2026Q2: 7,587 shares 7,587 $1.7M 0.04% +443 Timeline TALK TALKSPACE INC More: the full row for TALKSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 323,657 shares 323,657 $1.68M 0.04% -55 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; 2024Q3: restricted; 2024Q4: 861 shares; 2025Q1: 880 shares; 2025Q2: 881 shares; 2025Q3: 702 shares; 2025Q4: 907 shares; 2026Q1: 2,404 shares; 2026Q2: 2,899 shares 2,899 $1.67M 0.04% +495 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,197 shares 3,197 $1.66M 0.04% +751 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; 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; 2026Q2: 6,736 shares 6,736 $1.59M 0.03% -203 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,544 shares 16,544 $1.59M 0.03% -79 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; 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; 2026Q2: 45,756 shares 45,756 $1.59M 0.03% +829 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; 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; 2026Q2: 28,643 shares 28,643 $1.58M 0.03% +1 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,088 shares; 2025Q4: 7,777 shares; 2026Q1: 8,151 shares; 2026Q2: 5,191 shares 5,191 $1.57M 0.03% -2,960 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; 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; 2026Q2: 17,043 shares 17,043 $1.57M 0.03% +496 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,471 shares 24,471 $1.57M 0.03% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,473 shares; 2025Q3: 17,161 shares; 2025Q4: 17,161 shares; 2026Q1: 17,717 shares; 2026Q2: 19,219 shares 19,219 $1.56M 0.03% +1,502 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; 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; 2026Q2: 4,179 shares 4,179 $1.55M 0.03% +675 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; 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; 2026Q2: 11,244 shares 11,244 $1.55M 0.03% -2,015 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; 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; 2026Q2: 13,800 shares 13,800 $1.54M 0.03% +857 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,939 shares 6,939 $1.53M 0.03% +491 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; 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; 2026Q2: 6,146 shares 6,146 $1.51M 0.03% +107 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,785 shares 5,785 $1.51M 0.03% +744 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,532 shares 8,532 $1.5M 0.03% +404 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; 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; 2026Q2: 6,551 shares 6,551 $1.47M 0.03% +1,125 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,310 shares 9,310 $1.46M 0.03% +1,308 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,780 shares; 2026Q1: 29,427 shares; 2026Q2: 28,846 shares 28,846 $1.45M 0.03% -581 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,793 shares 21,793 $1.45M 0.03% new 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; 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; 2026Q2: 17,682 shares 17,682 $1.45M 0.03% 0 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; 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; 2026Q2: 7,222 shares 7,222 $1.45M 0.03% +528 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; 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; 2026Q2: 3,492 shares 3,492 $1.42M 0.03% -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; 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; 2026Q2: 14,064 shares 14,064 $1.42M 0.03% -684 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; 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; 2026Q2: 8,882 shares 8,882 $1.42M 0.03% +205 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; 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; 2026Q2: 4,295 shares 4,295 $1.42M 0.03% +156 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; 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; 2026Q2: 101,423 shares 101,423 $1.41M 0.03% +9,934 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; 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; 2026Q2: 26,223 shares 26,223 $1.4M 0.03% -2,599 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; 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; 2026Q2: 5,605 shares 5,605 $1.4M 0.03% +281 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; 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; 2026Q2: 8,856 shares 8,856 $1.4M 0.03% +538 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,892 shares 9,892 $1.38M 0.03% +440 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; 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; 2026Q2: 2,701 shares 2,701 $1.38M 0.03% +43 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; 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; 2026Q2: 7,413 shares 7,413 $1.36M 0.03% +100 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 37,853 shares 37,853 $1.36M 0.03% -760 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,194 shares 3,194 $1.36M 0.03% +80 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,703 shares 13,703 $1.36M 0.03% -963 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; 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; 2026Q2: 9,488 shares 9,488 $1.36M 0.03% -376 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; 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; 2026Q2: 14,481 shares 14,481 $1.36M 0.03% +3,181 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; 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; 2026Q2: 2,690 shares 2,690 $1.35M 0.03% +34 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; 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; 2026Q2: 37,953 shares 37,953 $1.32M 0.03% +5,158 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,834 shares 3,834 $1.31M 0.03% -10 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; 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; 2026Q2: 8,723 shares 8,723 $1.31M 0.03% -142 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,563 shares 16,563 $1.3M 0.03% +1,255 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,583 shares 16,583 $1.29M 0.03% -111 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; 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; 2026Q2: 50,000 shares 50,000 $1.28M 0.03% 0 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; 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; 2026Q2: 26,618 shares 26,618 $1.28M 0.03% +9,046 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; 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; 2026Q2: 6,836 shares 6,836 $1.27M 0.03% -1,926 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,815 shares 7,815 $1.27M 0.03% +814 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; 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; 2026Q2: 10,621 shares 10,621 $1.25M 0.03% +327 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,651 shares 3,651 $1.24M 0.03% +555 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; 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; 2026Q2: 4,335 shares 4,335 $1.21M 0.03% -351 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; 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; 2026Q2: 4,054 shares 4,054 $1.21M 0.03% -19 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; 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; 2026Q2: 1,847 shares 1,847 $1.21M 0.03% -476 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; 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; 2026Q2: 9,289 shares 9,289 $1.21M 0.03% -402 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,006 shares 20,006 $1.21M 0.03% +1,955 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; 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; 2026Q2: 13,154 shares 13,154 $1.21M 0.03% -1,562 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; 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; 2026Q2: 1,233 shares 1,233 $1.21M 0.03% +43 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; 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; 2026Q2: 13,114 shares 13,114 $1.18M 0.02% +1,034 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; 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; 2026Q2: 10,362 shares 10,362 $1.18M 0.02% -620 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; 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; 2026Q2: 16,399 shares 16,399 $1.17M 0.02% -879 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; 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; 2026Q2: 18,389 shares 18,389 $1.16M 0.02% -200 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; 2024Q3: restricted; 2024Q4: 290 shares; 2025Q1: 297 shares; 2025Q2: 328 shares; 2025Q3: 363 shares; 2025Q4: 364 shares; 2026Q1: 232 shares; 2026Q2: 6,404 shares 6,404 $1.14M 0.02% +6,172 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,922 shares; 2025Q4: 1,804 shares; 2026Q1: 1,074 shares; 2026Q2: 1,787 shares 1,787 $1.14M 0.02% +713 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; 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; 2026Q2: 14,748 shares 14,748 $1.14M 0.02% +4,937 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; 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; 2026Q2: 13,679 shares 13,679 $1.14M 0.02% -262 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 27,593 shares 27,593 $1.13M 0.02% -6,093 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,453 shares 6,453 $1.13M 0.02% -547 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,085 shares; 2025Q2: 562 shares; 2025Q3: 569 shares; 2025Q4: 1,375 shares; 2026Q1: 673 shares; 2026Q2: 2,176 shares 2,176 $1.12M 0.02% +1,503 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; 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; 2026Q2: 12,199 shares 12,199 $1.11M 0.02% +782 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; 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; 2026Q2: 13,208 shares 13,208 $1.11M 0.02% -78 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,068 shares; 2025Q3: 3,068 shares; 2025Q4: 3,068 shares; 2026Q1: 3,068 shares; 2026Q2: 3,068 shares 3,068 $1.11M 0.02% 0 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; 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; 2026Q2: 5,941 shares 5,941 $1.1M 0.02% +151 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,495 shares 14,495 $1.1M 0.02% -1,910 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,834 shares 3,834 $1.1M 0.02% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 23,606 shares 23,606 $1.1M 0.02% +10,253 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; 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; 2026Q2: 22,991 shares 22,991 $1.1M 0.02% -1,755 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; 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; 2026Q2: 9,518 shares 9,518 $1.09M 0.02% +585 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; 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; 2026Q2: 4,051 shares 4,051 $1.07M 0.02% -275 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; 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; 2026Q2: 26,632 shares 26,632 $1.07M 0.02% -138 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 535 shares; 2026Q2: 1,337 shares 1,337 $1.07M 0.02% +802 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,486 shares 4,486 $1.07M 0.02% +1,618 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; 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; 2026Q2: 8,367 shares 8,367 $1.06M 0.02% +576 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; 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; 2026Q2: 6,319 shares 6,319 $1.05M 0.02% -895 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; 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; 2026Q2: 2,097 shares 2,097 $1.04M 0.02% +310 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; 2024Q3: restricted; 2024Q4: 9,595 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,693 shares; 2026Q1: 2,693 shares; 2026Q2: 6,499 shares 6,499 $1.03M 0.02% +3,806 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; 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; 2026Q2: 21,119 shares 21,119 $1.03M 0.02% +2,264 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; 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; 2026Q2: 2,574 shares 2,574 $1.02M 0.02% -839 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,315 shares 13,315 $1.02M 0.02% +1,446 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,012 shares 4,012 $1.01M 0.02% +35 Timeline SPMO 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,258 shares 6,258 $1.01M 0.02% new 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; 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; 2026Q2: 5,193 shares 5,193 $1.01M 0.02% -153 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,461 shares; 2026Q1: 24,618 shares; 2026Q2: 24,840 shares 24,840 $1M 0.02% +222 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; 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; 2026Q2: 3,148 shares 3,148 $999K 0.02% +360 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 385 shares; 2025Q1: 429 shares; 2025Q2: 1,303 shares; 2025Q3: 1,360 shares; 2025Q4: 1,372 shares; 2026Q1: 1,025 shares; 2026Q2: 1,077 shares 1,077 $999K 0.02% +52 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; 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; 2026Q2: 1,874 shares 1,874 $979K 0.02% -69 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,330 shares 4,330 $965K 0.02% -1,310 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; 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; 2026Q2: 11,176 shares 11,176 $962K 0.02% +175 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,200 shares 9,200 $959K 0.02% 0 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; 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; 2026Q2: 19,877 shares 19,877 $943K 0.02% -313 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,497 shares; 2025Q1: 14,802 shares; 2025Q2: 11,264 shares; 2025Q3: 9,239 shares; 2025Q4: 10,553 shares; 2026Q1: 5,902 shares; 2026Q2: 22,472 shares 22,472 $929K 0.02% +16,570 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; 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; 2026Q2: 3,314 shares 3,314 $914K 0.02% +395 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; 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; 2026Q2: 6,317 shares 6,317 $913K 0.02% +1,242 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 24,444 shares 24,444 $903K 0.02% -463 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,725 shares; 2025Q3: 6,763 shares; 2025Q4: 6,846 shares; 2026Q1: 6,846 shares; 2026Q2: 6,846 shares 6,846 $901K 0.02% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,437 shares; 2025Q3: 4,437 shares; 2025Q4: 4,447 shares; 2026Q1: 4,567 shares; 2026Q2: 4,568 shares 4,568 $894K 0.02% +1 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,594 shares 7,594 $892K 0.02% +3,146 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,000 shares 4,000 $878K 0.02% -48 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,160 shares 1,160 $876K 0.02% +116 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; 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; 2026Q2: 6,346 shares 6,346 $868K 0.02% -282 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; 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; 2026Q2: 16,883 shares 16,883 $841K 0.02% -170 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; 2024Q3: restricted; 2024Q4: 539 shares; 2025Q1: 793 shares; 2025Q2: 739 shares; 2025Q3: 671 shares; 2025Q4: 691 shares; 2026Q1: 528 shares; 2026Q2: 603 shares 603 $834K 0.02% +75 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,038 shares 5,038 $830K 0.02% +432 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,068 shares 4,068 $824K 0.02% 0 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; 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; 2026Q2: 25,674 shares 25,674 $821K 0.02% +170 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; 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; 2026Q2: 14,502 shares 14,502 $817K 0.02% -1,156 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,000 shares; 2025Q4: 20,000 shares; 2026Q1: 25,000 shares; 2026Q2: 20,000 shares 20,000 $816K 0.02% -5,000 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,926 shares 2,926 $815K 0.02% -65 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; 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; 2026Q2: 11,885 shares 11,885 $812K 0.02% +23 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,086 shares; 2026Q1: 8,086 shares; 2026Q2: 8,086 shares 8,086 $810K 0.02% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,289 shares 1,289 $804K 0.02% -7 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,948 shares 2,948 $802K 0.02% new 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; 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; 2026Q2: 19,764 shares 19,764 $795K 0.02% -90 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,656 shares 16,656 $792K 0.02% -185 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,737 shares 8,737 $791K 0.02% +1,274 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; 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; 2026Q2: 6,391 shares 6,391 $787K 0.02% +2,419 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,383 shares; 2026Q1: 9,310 shares; 2026Q2: 10,118 shares 10,118 $787K 0.02% +808 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,114 shares 9,114 $771K 0.02% +921 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,885 shares 6,885 $769K 0.02% +2,031 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,766 shares; 2026Q1: 4,368 shares; 2026Q2: 8,739 shares 8,739 $768K 0.02% +4,371 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; 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; 2026Q2: 2,619 shares 2,619 $768K 0.02% +141 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,489 shares 10,489 $765K 0.02% new 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; 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; 2026Q2: 5,221 shares 5,221 $761K 0.02% +603 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,259 shares 4,259 $761K 0.02% +1 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; 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; 2026Q2: 69,157 shares 69,157 $752K 0.02% +3,188 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; 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; 2026Q2: 8,451 shares 8,451 $745K 0.02% 0 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; 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; 2026Q2: 37,187 shares 37,187 $740K 0.02% +5,006 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; 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; 2026Q2: 8,907 shares 8,907 $736K 0.02% -231 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; 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; 2026Q2: 16,940 shares 16,940 $731K 0.02% +144 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,270 shares 4,270 $726K 0.02% -86 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; 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; 2026Q2: 9,225 shares 9,225 $726K 0.02% +147 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; 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; 2026Q2: 16,555 shares 16,555 $724K 0.02% +17 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,632 shares; 2025Q3: 3,382 shares; 2025Q4: 3,223 shares; 2026Q1: 3,312 shares; 2026Q2: 7,535 shares 7,535 $719K 0.02% +4,223 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; 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; 2026Q2: 40,141 shares 40,141 $712K 0.02% +1,697 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; 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; 2026Q2: 2,317 shares 2,317 $710K 0.01% +62 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; 2024Q3: restricted; 2024Q4: 879 shares; 2025Q1: 949 shares; 2025Q2: 1,062 shares; 2025Q3: 983 shares; 2025Q4: 1,089 shares; 2026Q1: 1,008 shares; 2026Q2: 1,008 shares 1,008 $706K 0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,159 shares 13,159 $700K 0.01% +2,060 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,970 shares 3,970 $698K 0.01% -132 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,453 shares; 2025Q3: 1,560 shares; 2025Q4: 1,764 shares; 2026Q1: 1,533 shares; 2026Q2: 1,808 shares 1,808 $697K 0.01% +275 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; 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; 2026Q2: 16,614 shares 16,614 $696K 0.01% +32 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; 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; 2026Q2: 26,719 shares 26,719 $692K 0.01% +2,525 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; 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; 2026Q2: 3,428 shares 3,428 $691K 0.01% -10 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; 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; 2026Q2: 8,282 shares 8,282 $690K 0.01% +1,549 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; 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; 2026Q2: 2,369 shares 2,369 $688K 0.01% +58 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; 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; 2026Q2: 7,685 shares 7,685 $687K 0.01% +75 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,291 shares 14,291 $686K 0.01% +1,155 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,648 shares 3,648 $686K 0.01% -750 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,530 shares; 2025Q3: 2,528 shares; 2025Q4: 3,568 shares; 2026Q1: 2,719 shares; 2026Q2: 2,863 shares 2,863 $680K 0.01% +144 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; 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; 2026Q2: 2,952 shares 2,952 $678K 0.01% +246 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; 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; 2026Q2: 4,842 shares 4,842 $673K 0.01% +436 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,736 shares; 2025Q4: 11,973 shares; 2026Q1: 6,824 shares; 2026Q2: 6,824 shares 6,824 $673K 0.01% 0 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; 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; 2026Q2: 24,200 shares 24,200 $673K 0.01% -395 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; 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; 2026Q2: 22,777 shares 22,777 $668K 0.01% +4,137 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,714 shares; 2026Q2: 35,687 shares 35,687 $668K 0.01% -27 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; 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; 2026Q2: 3,902 shares 3,902 $662K 0.01% +299 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; 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; 2026Q2: 47,927 shares 47,927 $661K 0.01% +5,056 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; 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; 2026Q2: 2,874 shares 2,874 $659K 0.01% -3,085 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; 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; 2026Q2: 36,716 shares 36,716 $658K 0.01% +2,240 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; 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; 2026Q2: 8,618 shares 8,618 $642K 0.01% -244 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; 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; 2026Q2: 1,856 shares 1,856 $639K 0.01% +73 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; 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; 2026Q2: 8,707 shares 8,707 $639K 0.01% +819 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 383 shares; 2025Q2: 496 shares; 2025Q3: 664 shares; 2025Q4: 850 shares; 2026Q1: 781 shares; 2026Q2: 1,387 shares 1,387 $637K 0.01% +606 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; 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; 2026Q2: 2,875 shares 2,875 $635K 0.01% -268 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; 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; 2026Q2: 16,612 shares 16,612 $633K 0.01% +1,630 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; 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; 2026Q2: 10,242 shares 10,242 $633K 0.01% +2,052 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; 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; 2026Q2: 19,017 shares 19,017 $630K 0.01% +1,038 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; 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; 2026Q2: 6,541 shares 6,541 $629K 0.01% +52 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; 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; 2026Q2: 2,320 shares 2,320 $628K 0.01% -256 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; 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; 2026Q2: 12,649 shares 12,649 $627K 0.01% +3,528 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; 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; 2026Q2: 6,486 shares 6,486 $619K 0.01% -1,262 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,301 shares; 2026Q1: 9,606 shares; 2026Q2: 10,245 shares 10,245 $616K 0.01% +639 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,711 shares 2,711 $615K 0.01% +37 Timeline UST PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,270 shares; 2025Q3: 22,185 shares; 2025Q4: 16,557 shares; 2026Q1: 14,283 shares; 2026Q2: 14,325 shares 14,325 $606K 0.01% +42 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,819 shares 3,819 $606K 0.01% +535 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; 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; 2026Q2: 2,077 shares 2,077 $606K 0.01% +86 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; 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; 2026Q2: 12,556 shares 12,556 $604K 0.01% +25 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; 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; 2026Q2: 25,379 shares 25,379 $599K 0.01% +2,676 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; 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; 2026Q2: 1,214 shares 1,214 $596K 0.01% +162 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; 2024Q3: restricted; 2024Q4: 1,084 shares; 2025Q1: 949 shares; 2025Q2: 987 shares; 2025Q3: 1,147 shares; 2025Q4: 1,185 shares; 2026Q1: 1,018 shares; 2026Q2: 1,059 shares 1,059 $594K 0.01% +41 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; 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; 2026Q2: 6,221 shares 6,221 $592K 0.01% +85 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,963 shares 6,963 $589K 0.01% +536 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; 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; 2026Q2: 2,346 shares 2,346 $583K 0.01% +52 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,175 shares; 2025Q4: 2,763 shares; 2026Q1: 3,390 shares; 2026Q2: 3,414 shares 3,414 $579K 0.01% +24 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; 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; 2026Q2: 3,788 shares 3,788 $577K 0.01% +16 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; 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; 2026Q2: 22,975 shares 22,975 $575K 0.01% 0 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; 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; 2026Q2: 6,602 shares 6,602 $574K 0.01% +304 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,182 shares; 2025Q1: 6,423 shares; 2025Q2: 4,057 shares; 2025Q3: 3,700 shares; 2025Q4: 5,154 shares; 2026Q1: 2,700 shares; 2026Q2: 4,553 shares 4,553 $568K 0.01% +1,853 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; 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; 2026Q2: 1,432 shares 1,432 $568K 0.01% -199 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,536 shares; 2026Q2: 11,825 shares 11,825 $567K 0.01% -711 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,058 shares 1,058 $565K 0.01% +5 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; 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; 2026Q2: 1,209 shares 1,209 $555K 0.01% +49 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,350 shares 21,350 $554K 0.01% new 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; 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; 2026Q2: 8,539 shares 8,539 $553K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 688 shares; 2025Q1: 742 shares; 2025Q2: 930 shares; 2025Q3: 906 shares; 2025Q4: 931 shares; 2026Q1: 391 shares; 2026Q2: 487 shares 487 $552K 0.01% +96 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,370 shares; 2025Q3: 3,391 shares; 2025Q4: 3,496 shares; 2026Q1: 3,496 shares; 2026Q2: 3,768 shares 3,768 $550K 0.01% +272 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,258 shares 3,258 $549K 0.01% -144 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; 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; 2026Q2: 2,282 shares 2,282 $545K 0.01% -217 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,180 shares; 2026Q1: 21,501 shares; 2026Q2: 22,951 shares 22,951 $544K 0.01% +1,450 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; 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; 2026Q2: 2,020 shares 2,020 $543K 0.01% +409 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; 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; 2026Q2: 10,073 shares 10,073 $541K 0.01% -158 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; 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; 2026Q2: 5,601 shares 5,601 $540K 0.01% -2,151 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,420 shares; 2025Q3: 4,384 shares; 2025Q4: 4,607 shares; 2026Q1: 3,285 shares; 2026Q2: 3,461 shares 3,461 $536K 0.01% +176 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,149 shares 10,149 $532K 0.01% +532 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,406 shares 4,406 $529K 0.01% +212 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,393 shares 11,393 $526K 0.01% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,368 shares; 2026Q2: 11,647 shares 11,647 $526K 0.01% +2,279 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,622 shares 5,622 $525K 0.01% -440 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; 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; 2026Q2: 22,193 shares 22,193 $523K 0.01% +4,323 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,847 shares 1,847 $523K 0.01% +102 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; 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; 2026Q2: 16,715 shares 16,715 $521K 0.01% -2,249 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,378 shares 2,378 $520K 0.01% +467 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,852 shares; 2026Q1: 7,317 shares; 2026Q2: 7,412 shares 7,412 $519K 0.01% +95 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 382 shares; 2025Q1: 370 shares; 2025Q2: 390 shares; 2025Q3: 443 shares; 2025Q4: 420 shares; 2026Q1: 330 shares; 2026Q2: 306 shares 306 $519K 0.01% -24 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; 2024Q3: restricted; 2024Q4: 93,100 shares; 2025Q1: 92,970 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 590 shares; 2026Q2: 410 shares 410 $514K 0.01% -180 CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 935 shares; 2026Q2: 1,047 shares 1,047 $514K 0.01% +112 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,901 shares 1,901 $513K 0.01% +159 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,521 shares; 2025Q3: 3,234 shares; 2025Q4: 3,297 shares; 2026Q1: 3,297 shares; 2026Q2: 3,304 shares 3,304 $510K 0.01% +7 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; 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; 2026Q2: 5,743 shares 5,743 $508K 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 307 shares; 2025Q1: 304 shares; 2025Q2: 442 shares; 2025Q3: 357 shares; 2025Q4: 419 shares; 2026Q1: 295 shares; 2026Q2: 372 shares 372 $506K 0.01% +77 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,658 shares 17,658 $504K 0.01% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 588 shares 588 $504K 0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 201 shares; 2026Q2: 254 shares 254 $503K 0.01% +53 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; 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; 2026Q2: 30,045 shares 30,045 $502K 0.01% +156 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; 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; 2026Q2: 11,008 shares 11,008 $499K 0.01% +89 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,809 shares; 2025Q1: 12,347 shares; 2025Q2: 10,448 shares; 2025Q3: 10,791 shares; 2025Q4: 10,629 shares; 2026Q1: 7,920 shares; 2026Q2: 9,647 shares 9,647 $496K 0.01% +1,727 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; 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; 2026Q2: 5,156 shares 5,156 $495K 0.01% +540 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,382 shares 2,382 $492K 0.01% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,726 shares; 2025Q1: 3,170 shares; 2025Q2: 3,401 shares; 2025Q3: 3,671 shares; 2025Q4: 3,582 shares; 2026Q1: 1,906 shares; 2026Q2: 3,173 shares 3,173 $489K 0.01% +1,267 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,157 shares; 2025Q1: 2,059 shares; 2025Q2: 2,113 shares; 2025Q3: 2,245 shares; 2025Q4: 2,372 shares; 2026Q1: 967 shares; 2026Q2: 1,301 shares 1,301 $488K 0.01% +334 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 305 shares; 2025Q3: 279 shares; 2025Q4: 297 shares; 2026Q1: 212 shares; 2026Q2: 365 shares 365 $486K 0.01% +153 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; 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; 2026Q2: 6,343 shares 6,343 $485K 0.01% +1,109 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,076 shares; 2025Q1: 2,088 shares; 2025Q2: 2,244 shares; 2025Q3: 2,276 shares; 2025Q4: 2,428 shares; 2026Q1: 1,179 shares; 2026Q2: 1,382 shares 1,382 $484K 0.01% +203 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,104 shares; 2025Q4: 17,766 shares; 2026Q1: 6,922 shares; 2026Q2: 7,524 shares 7,524 $483K 0.01% +602 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; 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; 2026Q2: 4,364 shares 4,364 $483K 0.01% +58 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; 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; 2026Q2: 5,252 shares 5,252 $482K 0.01% +727 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,407 shares; 2026Q1: 2,653 shares; 2026Q2: 2,950 shares 2,950 $482K 0.01% +297 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 32,012 shares; 2025Q1: 30,880 shares; 2025Q2: 5,151 shares; 2025Q3: 3,998 shares; 2025Q4: 2,329 shares; 2026Q1: 4,055 shares; 2026Q2: 5,979 shares 5,979 $481K 0.01% +1,924 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; 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; 2026Q2: 15,844 shares 15,844 $478K 0.01% +598 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; 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; 2026Q2: 4,454 shares 4,454 $477K 0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,735 shares; 2025Q1: 4,594 shares; 2025Q2: 4,937 shares; 2025Q3: 4,999 shares; 2025Q4: 4,186 shares; 2026Q1: 2,800 shares; 2026Q2: 3,509 shares 3,509 $477K 0.01% +709 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; 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; 2026Q2: 9,628 shares 9,628 $468K 0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,021 shares; 2025Q1: 1,063 shares; 2025Q2: 1,086 shares; 2025Q3: 1,130 shares; 2025Q4: 1,144 shares; 2026Q1: 1,003 shares; 2026Q2: 1,255 shares 1,255 $467K 0.01% +252 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; 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; 2026Q2: 6,455 shares 6,455 $462K 0.01% +280 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; 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; 2026Q2: 4,239 shares 4,239 $457K 0.01% -974 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; 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; 2026Q2: 2,709 shares 2,709 $455K 0.01% -532 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; 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; 2026Q2: 18,027 shares 18,027 $452K 0.01% +1,151 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,991 shares 7,991 $450K 0.01% -300 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 390 shares; 2025Q4: 438 shares; 2026Q1: 468 shares; 2026Q2: 566 shares 566 $450K 0.01% +98 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; 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; 2026Q2: 10,535 shares 10,535 $450K 0.01% -2,030 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; 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; 2026Q2: 25,887 shares 25,887 $449K 0.01% +1,642 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; 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; 2026Q2: 15,440 shares 15,440 $447K 0.01% -613 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; 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; 2026Q2: 16,683 shares 16,683 $445K 0.01% +445 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; 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; 2026Q2: 4,747 shares 4,747 $444K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,990 shares 7,990 $444K 0.01% +22 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,161 shares 2,161 $443K 0.01% -459 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,325 shares 4,325 $442K 0.01% -243 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; 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; 2026Q2: 17,973 shares 17,973 $441K 0.01% -7,072 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,083 shares; 2026Q1: 2,885 shares; 2026Q2: 4,034 shares 4,034 $440K 0.01% +1,149 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,025 shares 8,025 $439K 0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,134 shares; 2025Q3: 3,826 shares; 2025Q4: 4,646 shares; 2026Q1: 3,463 shares; 2026Q2: 5,274 shares 5,274 $437K 0.01% +1,811 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; 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; 2026Q2: 4,842 shares 4,842 $436K 0.01% -110 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 10,425 shares 10,425 $436K 0.01% +239 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,711 shares 5,711 $435K 0.01% -416 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,088 shares; 2026Q2: 17,075 shares 17,075 $434K 0.01% -13 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; 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; 2026Q2: 17,994 shares 17,994 $433K 0.01% +469 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,848 shares; 2025Q4: 11,533 shares; 2026Q1: 11,667 shares; 2026Q2: 11,570 shares 11,570 $432K 0.01% -97 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 951 shares 951 $431K 0.01% +126 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,796 shares; 2025Q1: 3,726 shares; 2025Q2: 3,878 shares; 2025Q3: 3,932 shares; 2025Q4: 4,019 shares; 2026Q1: 2,438 shares; 2026Q2: 2,635 shares 2,635 $429K 0.01% +197 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; 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; 2026Q2: 2,694 shares 2,694 $427K 0.01% +3 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; 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; 2026Q2: 3,513 shares 3,513 $427K 0.01% -191 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,610 shares; 2026Q2: 18,610 shares 18,610 $426K 0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,592 shares; 2025Q1: 2,594 shares; 2025Q2: 2,596 shares; 2025Q3: 2,604 shares; 2025Q4: 2,604 shares; 2026Q1: 2,604 shares; 2026Q2: 2,604 shares 2,604 $426K 0.01% 0 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; 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; 2026Q2: 5,348 shares 5,348 $425K 0.01% -479 Timeline