SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575,073 shares; 2024Q4: 1,720,641 shares; 2025Q1: 1,803,736 shares; 2025Q2: 1,849,912 shares; 2025Q3: 1,885,878 shares; 2025Q4: 1,971,052 shares; 2026Q1: 2,045,472 shares 2,045,472 $52.4M 6.79% +74,420 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,065 shares; 2024Q4: 667,326 shares; 2025Q1: 744,378 shares; 2025Q2: 794,943 shares; 2025Q3: 854,513 shares; 2025Q4: 997,963 shares; 2026Q1: 1,062,326 shares 1,062,326 $30.9M 4% +64,363 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,100 shares; 2024Q4: 76,303 shares; 2025Q1: 96,034 shares; 2025Q2: 104,785 shares; 2025Q3: 115,756 shares; 2025Q4: 144,374 shares; 2026Q1: 154,837 shares 154,837 $30.4M 3.93% +10,463 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330,537 shares; 2024Q4: 383,672 shares; 2025Q1: 431,633 shares; 2025Q2: 453,931 shares; 2025Q3: 484,616 shares; 2025Q4: 589,112 shares; 2026Q1: 634,972 shares 634,972 $29M 3.75% +45,860 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 790,948 shares 790,948 $28.7M 3.71% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,376 shares; 2024Q4: 121,792 shares; 2025Q1: 111,046 shares; 2025Q2: 110,480 shares; 2025Q3: 96,086 shares; 2025Q4: 105,530 shares; 2026Q1: 104,090 shares 104,090 $26.4M 3.42% -1,440 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,061 shares; 2024Q4: 106,725 shares; 2025Q1: 109,798 shares; 2025Q2: 114,524 shares; 2025Q3: 121,413 shares; 2025Q4: 256,134 shares; 2026Q1: 258,144 shares 258,144 $23.8M 3.08% +2,010 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422,385 shares; 2024Q4: 835,669 shares; 2025Q1: 820,850 shares; 2025Q2: 828,197 shares; 2025Q3: 834,667 shares; 2025Q4: 835,210 shares; 2026Q1: 958,363 shares 958,363 $23.7M 3.07% +123,153 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,626 shares; 2024Q4: 1,068,306 shares; 2025Q1: 1,103,822 shares; 2025Q2: 1,111,401 shares; 2025Q3: 1,077,066 shares; 2025Q4: 1,102,037 shares; 2026Q1: 938,323 shares 938,323 $23.6M 3.05% -163,714 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 564,725 shares 564,725 $22.7M 2.94% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,679 shares; 2024Q4: 137,997 shares; 2025Q1: 136,133 shares; 2025Q2: 134,162 shares; 2025Q3: 137,995 shares; 2025Q4: 372,447 shares; 2026Q1: 354,910 shares 354,910 $16.4M 2.12% -17,537 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,325 shares; 2024Q4: 43,295 shares; 2025Q1: 44,831 shares; 2025Q2: 44,639 shares; 2025Q3: 38,029 shares; 2025Q4: 39,701 shares; 2026Q1: 40,466 shares 40,466 $15M 1.94% +765 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,754 shares; 2024Q4: 56,796 shares; 2025Q1: 129,911 shares; 2025Q2: 160,200 shares; 2025Q3: 197,544 shares; 2025Q4: 265,661 shares; 2026Q1: 370,511 shares 370,511 $14.4M 1.87% +104,850 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,402 shares; 2025Q1: 44,426 shares; 2025Q2: 43,272 shares; 2025Q3: 60,019 shares; 2025Q4: 60,321 shares; 2026Q1: 60,425 shares 60,425 $12.9M 1.67% +104 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,409 shares; 2024Q4: 404,244 shares; 2025Q1: 397,077 shares; 2025Q2: 388,095 shares; 2025Q3: 381,039 shares; 2025Q4: 366,066 shares; 2026Q1: 363,261 shares 363,261 $11.2M 1.46% -2,805 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,886 shares; 2024Q4: 163,355 shares; 2025Q1: 178,450 shares; 2025Q2: 209,248 shares; 2025Q3: 218,639 shares; 2025Q4: 230,248 shares; 2026Q1: 161,992 shares 161,992 $10.4M 1.34% -68,256 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,552 shares; 2024Q4: 121,640 shares; 2025Q1: 142,044 shares; 2025Q2: 152,839 shares; 2025Q3: 163,519 shares; 2025Q4: 180,042 shares; 2026Q1: 188,608 shares 188,608 $9.59M 1.24% +8,566 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,447 shares; 2024Q4: 24,425 shares; 2025Q1: 24,708 shares; 2025Q2: 25,740 shares; 2025Q3: 25,481 shares; 2025Q4: 27,494 shares; 2026Q1: 27,725 shares 27,725 $9.37M 1.21% +231 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,112 shares; 2024Q4: 18,800 shares; 2025Q1: 19,493 shares; 2025Q2: 19,670 shares; 2025Q3: 27,673 shares; 2025Q4: 29,779 shares; 2026Q1: 30,229 shares 30,229 $8.69M 1.12% +450 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,666 shares; 2024Q4: 456,424 shares; 2025Q1: 465,380 shares; 2025Q2: 398,002 shares; 2025Q3: 370,585 shares; 2025Q4: 306,885 shares; 2026Q1: 282,347 shares 282,347 $8.66M 1.12% -24,538 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,597 shares; 2024Q4: 35,044 shares; 2025Q1: 35,749 shares; 2025Q2: 35,326 shares; 2025Q3: 32,882 shares; 2025Q4: 35,997 shares; 2026Q1: 35,357 shares 35,357 $7.36M 0.95% -640 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,111 shares; 2024Q4: 56,050 shares; 2025Q1: 60,543 shares; 2025Q2: 62,684 shares; 2025Q3: 66,664 shares; 2025Q4: 74,026 shares; 2026Q1: 90,205 shares 90,205 $7.09M 0.92% +16,179 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,846 shares; 2024Q4: 120,335 shares; 2025Q1: 137,258 shares; 2025Q2: 144,107 shares; 2025Q3: 152,578 shares; 2025Q4: 166,756 shares; 2026Q1: 212,909 shares 212,909 $7.01M 0.91% +46,153 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,399 shares; 2024Q4: 8,748 shares; 2025Q1: 9,116 shares; 2025Q2: 9,313 shares; 2025Q3: 9,124 shares; 2025Q4: 9,258 shares; 2026Q1: 9,122 shares 9,122 $6.36M 0.82% -136 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,225 shares; 2024Q4: 42,828 shares; 2025Q1: 46,527 shares; 2025Q2: 47,877 shares; 2025Q3: 51,607 shares; 2025Q4: 59,728 shares; 2026Q1: 63,217 shares 63,217 $6.06M 0.78% +3,489 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,143 shares; 2024Q4: 27,681 shares; 2025Q1: 32,838 shares; 2025Q2: 34,197 shares; 2025Q3: 32,593 shares; 2025Q4: 34,338 shares; 2026Q1: 34,338 shares 34,338 $5.99M 0.77% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 1,989 shares; 2025Q1: 1,947 shares; 2025Q2: 1,832 shares; 2025Q3: 3,536 shares; 2025Q4: 3,599 shares; 2026Q1: 3,666 shares 3,666 $5.4M 0.7% +67 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,139 shares; 2024Q4: 10,580 shares; 2025Q1: 19,691 shares; 2025Q2: 20,710 shares; 2025Q3: 46,553 shares; 2025Q4: 44,908 shares; 2026Q1: 44,882 shares 44,882 $5.4M 0.7% -26 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,553 shares; 2024Q4: 8,765 shares; 2025Q1: 9,132 shares; 2025Q2: 9,145 shares; 2025Q3: 8,163 shares; 2025Q4: 8,864 shares; 2026Q1: 9,065 shares 9,065 $5.19M 0.67% +201 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,833 shares; 2024Q4: 20,883 shares; 2025Q1: 21,276 shares; 2025Q2: 21,631 shares; 2025Q3: 16,430 shares; 2025Q4: 16,449 shares; 2026Q1: 16,298 shares 16,298 $5.04M 0.65% -151 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 12,262 shares; 2025Q1: 11,718 shares; 2025Q2: 11,698 shares; 2025Q3: 8,225 shares; 2025Q4: 7,868 shares; 2026Q1: 7,681 shares 7,681 $4.64M 0.6% -187 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,318 shares; 2024Q4: 4,573 shares; 2025Q1: 4,589 shares; 2025Q2: 4,835 shares; 2025Q3: 4,884 shares; 2025Q4: 5,023 shares; 2026Q1: 4,987 shares 4,987 $4.59M 0.59% -36 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,417 shares; 2024Q4: 9,069 shares; 2025Q1: 9,080 shares; 2025Q2: 9,079 shares; 2025Q3: 8,848 shares; 2025Q4: 9,094 shares; 2026Q1: 9,106 shares 9,106 $4.36M 0.56% +12 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,155 shares; 2024Q4: 38,093 shares; 2025Q1: 35,290 shares; 2025Q2: 33,353 shares; 2025Q3: 32,722 shares; 2025Q4: 32,080 shares; 2026Q1: 31,177 shares 31,177 $4.34M 0.56% -903 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,012 shares; 2024Q4: 11,848 shares; 2025Q1: 12,079 shares; 2025Q2: 12,327 shares; 2025Q3: 12,115 shares; 2025Q4: 12,920 shares; 2026Q1: 12,393 shares 12,393 $4.24M 0.55% -527 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,326 shares 113,326 $4.08M 0.53% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,886 shares; 2024Q4: 53,389 shares; 2025Q1: 49,129 shares; 2025Q2: 61,563 shares; 2025Q3: 61,669 shares; 2025Q4: 59,328 shares; 2026Q1: 59,383 shares 59,383 $3.92M 0.51% +55 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 2,355 shares; 2025Q1: 8,400 shares; 2025Q2: 8,821 shares; 2025Q3: 8,989 shares; 2025Q4: 9,675 shares; 2026Q1: 10,028 shares 10,028 $3.84M 0.5% +353 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,534 shares; 2024Q4: 12,160 shares; 2025Q1: 11,217 shares; 2025Q2: 10,874 shares; 2025Q3: 10,856 shares; 2025Q4: 10,781 shares; 2026Q1: 10,758 shares 10,758 $3.79M 0.49% -23 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,585 shares; 2024Q4: 21,415 shares; 2025Q1: 22,814 shares; 2025Q2: 21,625 shares; 2025Q3: 21,399 shares; 2025Q4: 22,020 shares; 2026Q1: 21,891 shares 21,891 $3.71M 0.48% -129 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 397 shares; 2025Q1: 436 shares; 2025Q2: 6,773 shares; 2025Q3: 6,964 shares; 2025Q4: 7,377 shares; 2026Q1: 8,076 shares 8,076 $3.48M 0.45% +699 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,490 shares; 2024Q4: 18,351 shares; 2025Q1: 18,997 shares; 2025Q2: 18,921 shares; 2025Q3: 18,888 shares; 2025Q4: 18,250 shares; 2026Q1: 18,616 shares 18,616 $3.43M 0.44% +366 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,856 shares; 2024Q4: 12,361 shares; 2025Q1: 12,010 shares; 2025Q2: 11,823 shares; 2025Q3: 10,696 shares; 2025Q4: 11,518 shares; 2026Q1: 11,460 shares 11,460 $3.37M 0.44% -58 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,046 shares; 2024Q4: 180,924 shares; 2025Q1: 145,990 shares; 2025Q2: 126,124 shares; 2025Q3: 117,616 shares; 2025Q4: 118,380 shares; 2026Q1: 115,912 shares 115,912 $3.37M 0.44% -2,468 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 1,597 shares; 2025Q1: 5,176 shares; 2025Q2: 5,292 shares; 2025Q3: 5,336 shares; 2025Q4: 5,713 shares; 2026Q1: 5,792 shares 5,792 $3.34M 0.43% +79 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,483 shares; 2024Q4: 6,801 shares; 2025Q1: 6,817 shares; 2025Q2: 20,261 shares; 2025Q3: 20,265 shares; 2025Q4: 20,257 shares; 2026Q1: 19,650 shares 19,650 $3.25M 0.42% -607 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,131 shares; 2024Q4: 40,652 shares; 2025Q1: 41,719 shares; 2025Q2: 41,564 shares; 2025Q3: 41,444 shares; 2025Q4: 39,994 shares; 2026Q1: 40,791 shares 40,791 $3.21M 0.42% +797 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,286 shares; 2024Q4: 10,621 shares; 2025Q1: 10,214 shares; 2025Q2: 10,150 shares; 2025Q3: 10,089 shares; 2025Q4: 10,031 shares; 2026Q1: 10,032 shares 10,032 $3.19M 0.41% +1 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,140 shares; 2024Q4: 53,997 shares; 2025Q1: 58,337 shares; 2025Q2: 58,517 shares; 2025Q3: 58,799 shares; 2025Q4: 62,483 shares; 2026Q1: 79,838 shares 79,838 $3.15M 0.41% +17,355 Timeline ASCI ABRDN FDS More: the full row for ABRDN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,508 shares; 2026Q1: 89,644 shares 89,644 $2.98M 0.39% -864 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,793 shares; 2024Q4: 4,508 shares; 2025Q1: 4,381 shares; 2025Q2: 4,304 shares; 2025Q3: 12,570 shares; 2025Q4: 12,253 shares; 2026Q1: 12,265 shares 12,265 $2.9M 0.37% +12 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,889 shares; 2024Q4: 1,888 shares; 2025Q1: 1,897 shares; 2025Q2: 1,965 shares; 2025Q3: 6,738 shares; 2025Q4: 6,671 shares; 2026Q1: 6,777 shares 6,777 $2.82M 0.37% +106 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,490 shares; 2024Q4: 46,683 shares; 2025Q1: 43,740 shares; 2025Q2: 37,703 shares; 2025Q3: 31,518 shares; 2025Q4: 23,668 shares; 2026Q1: 22,387 shares 22,387 $2.78M 0.36% -1,281 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,381 shares; 2024Q4: 157,835 shares; 2025Q1: 98,566 shares; 2025Q2: 87,332 shares; 2025Q3: 78,112 shares; 2025Q4: 61,100 shares; 2026Q1: 57,318 shares 57,318 $2.68M 0.35% -3,782 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,495 shares 13,495 $2.66M 0.34% new Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,895 shares; 2024Q4: 38,215 shares; 2025Q1: 38,803 shares; 2025Q2: 39,653 shares; 2025Q3: 40,093 shares; 2025Q4: 42,114 shares; 2026Q1: 43,033 shares 43,033 $2.64M 0.34% +919 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,329 shares; 2024Q4: 25,640 shares; 2025Q1: 24,192 shares; 2025Q2: 23,506 shares; 2025Q3: 22,964 shares; 2025Q4: 22,361 shares; 2026Q1: 22,192 shares 22,192 $2.63M 0.34% -169 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,054 shares; 2024Q4: 60,568 shares; 2025Q1: 60,140 shares; 2025Q2: 58,822 shares; 2025Q3: 56,735 shares; 2025Q4: 52,417 shares; 2026Q1: 52,014 shares 52,014 $2.63M 0.34% -403 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,556 shares; 2024Q4: 19,900 shares; 2025Q1: 10,709 shares; 2025Q2: 8,970 shares; 2025Q3: 8,555 shares; 2025Q4: 8,848 shares; 2026Q1: 8,708 shares 8,708 $2.63M 0.34% -140 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,859 shares; 2024Q4: 10,915 shares; 2025Q1: 11,107 shares; 2025Q2: 11,030 shares; 2025Q3: 10,753 shares; 2025Q4: 10,377 shares; 2026Q1: 10,377 shares 10,377 $2.59M 0.34% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,841 shares; 2025Q1: 20,580 shares; 2025Q2: 21,706 shares; 2025Q3: 21,843 shares; 2025Q4: 22,869 shares; 2026Q1: 23,388 shares 23,388 $2.56M 0.33% +519 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,039 shares; 2024Q4: 25,135 shares; 2025Q1: 25,213 shares; 2025Q2: 25,799 shares; 2025Q3: 26,392 shares; 2025Q4: 25,351 shares; 2026Q1: 25,619 shares 25,619 $2.54M 0.33% +268 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 15 shares; 2025Q3: 15,977 shares; 2025Q4: 15,284 shares; 2026Q1: 15,244 shares 15,244 $2.53M 0.33% -40 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,922 shares; 2024Q4: 2,214 shares; 2025Q1: 2,286 shares; 2025Q2: 2,312 shares; 2025Q3: 2,295 shares; 2025Q4: 2,301 shares; 2026Q1: 2,312 shares 2,312 $2.53M 0.33% +11 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,674 shares; 2025Q2: 28,267 shares; 2025Q3: 42,024 shares; 2025Q4: 40,875 shares; 2026Q1: 41,019 shares 41,019 $2.5M 0.32% +144 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 26 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 2,598 shares; 2025Q4: 2,718 shares; 2026Q1: 2,766 shares 2,766 $2.48M 0.32% +48 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58 shares; 2025Q1: 200 shares; 2025Q2: 256 shares; 2025Q3: 8,123 shares; 2025Q4: 7,936 shares; 2026Q1: 7,978 shares 7,978 $2.42M 0.31% +42 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,614 shares; 2024Q4: 5,720 shares; 2025Q1: 3,281 shares; 2025Q2: 3,426 shares; 2025Q3: 3,227 shares; 2025Q4: 3,603 shares; 2026Q1: 3,652 shares 3,652 $2.38M 0.31% +49 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,305 shares; 2024Q4: 29,582 shares; 2025Q1: 30,102 shares; 2025Q2: 29,799 shares; 2025Q3: 18,268 shares; 2025Q4: 17,801 shares; 2026Q1: 18,096 shares 18,096 $2.29M 0.3% +295 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,155 shares; 2024Q4: 27,938 shares; 2025Q1: 25,981 shares; 2025Q2: 25,639 shares; 2025Q3: 25,295 shares; 2025Q4: 24,632 shares; 2026Q1: 24,235 shares 24,235 $2.28M 0.29% -397 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,966 shares; 2025Q4: 10,606 shares; 2026Q1: 10,619 shares 10,619 $2.27M 0.29% +13 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 19 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 2,571 shares; 2025Q4: 2,615 shares; 2026Q1: 2,628 shares 2,628 $2.27M 0.29% +13 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,764 shares; 2024Q4: 9,513 shares; 2025Q1: 8,112 shares; 2025Q2: 8,058 shares; 2025Q3: 8,204 shares; 2025Q4: 7,814 shares; 2026Q1: 7,792 shares 7,792 $2.26M 0.29% -22 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,291 shares; 2024Q4: 5,291 shares; 2025Q1: 5,074 shares; 2025Q2: 5,593 shares; 2025Q3: 22,952 shares; 2025Q4: 23,175 shares; 2026Q1: 23,361 shares 23,361 $2.25M 0.29% +186 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 74 shares; 2025Q2: 73 shares; 2025Q3: 4,787 shares; 2025Q4: 4,724 shares; 2026Q1: 4,742 shares 4,742 $2.24M 0.29% +18 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,579 shares; 2024Q4: 3,885 shares; 2025Q1: 3,858 shares; 2025Q2: 3,868 shares; 2025Q3: 2,052 shares; 2025Q4: 3,408 shares; 2026Q1: 3,435 shares 3,435 $2.23M 0.29% +27 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,406 shares; 2024Q4: 11,638 shares; 2025Q1: 11,867 shares; 2025Q2: 11,830 shares; 2025Q3: 11,536 shares; 2025Q4: 11,121 shares; 2026Q1: 11,208 shares 11,208 $2.2M 0.28% +87 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,879 shares; 2024Q4: 46,879 shares; 2025Q1: 46,879 shares; 2025Q2: 46,879 shares; 2025Q3: 46,879 shares; 2025Q4: 46,879 shares; 2026Q1: 46,879 shares 46,879 $2.12M 0.27% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,548 shares; 2024Q4: 12,760 shares; 2025Q1: 13,023 shares; 2025Q2: 13,033 shares; 2025Q3: 6,749 shares; 2025Q4: 6,667 shares; 2026Q1: 6,501 shares 6,501 $2.02M 0.26% -166 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,740 shares; 2024Q4: 36,199 shares; 2025Q1: 40,033 shares; 2025Q2: 39,263 shares; 2025Q3: 39,758 shares; 2025Q4: 48,465 shares; 2026Q1: 52,804 shares 52,804 $2.02M 0.26% +4,339 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,592 shares; 2025Q4: 22,120 shares; 2026Q1: 22,208 shares 22,208 $2.01M 0.26% +88 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,420 shares; 2025Q1: 2,233 shares; 2025Q2: 2,167 shares; 2025Q3: 2,141 shares; 2025Q4: 2,121 shares; 2026Q1: 2,084 shares 2,084 $2M 0.26% -37 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,127 shares; 2025Q1: 1,215 shares; 2025Q2: 1,076 shares; 2025Q3: 7,451 shares; 2025Q4: 7,264 shares; 2026Q1: 7,227 shares 7,227 $1.96M 0.25% -37 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 15 shares; 2025Q2: 12 shares; 2025Q3: 9,445 shares; 2025Q4: 9,199 shares; 2026Q1: 9,249 shares 9,249 $1.93M 0.25% +50 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 6 shares; 2025Q3: 8,901 shares; 2025Q4: 8,702 shares; 2026Q1: 8,806 shares 8,806 $1.93M 0.25% +104 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,051 shares; 2024Q4: 18,038 shares; 2025Q1: 18,070 shares; 2025Q2: 17,795 shares; 2025Q3: 17,848 shares; 2025Q4: 17,268 shares; 2026Q1: 16,642 shares 16,642 $1.91M 0.25% -626 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 156 shares; 2025Q1: 263 shares; 2025Q2: 259 shares; 2025Q3: 5,717 shares; 2025Q4: 5,691 shares; 2026Q1: 5,747 shares 5,747 $1.89M 0.24% +56 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,349 shares; 2024Q4: 4,349 shares; 2025Q1: 4,349 shares; 2025Q2: 4,349 shares; 2025Q3: 197 shares; 2025Q4: 4,349 shares; 2026Q1: 4,349 shares 4,349 $1.85M 0.24% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 35,163 shares; 2025Q4: 33,998 shares; 2026Q1: 34,240 shares 34,240 $1.83M 0.24% +242 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69 shares; 2025Q1: 43 shares; 2025Q2: 38 shares; 2025Q3: 15,721 shares; 2025Q4: 15,199 shares; 2026Q1: 15,338 shares 15,338 $1.8M 0.23% +139 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,265 shares; 2025Q4: 8,020 shares; 2026Q1: 8,075 shares 8,075 $1.78M 0.23% +55 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,743 shares; 2025Q4: 3,800 shares; 2026Q1: 3,844 shares 3,844 $1.78M 0.23% +44 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,204 shares; 2024Q4: 9,331 shares; 2025Q1: 9,644 shares; 2025Q2: 9,740 shares; 2025Q3: 10,771 shares; 2025Q4: 9,832 shares; 2026Q1: 9,460 shares 9,460 $1.76M 0.23% -372 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,770 shares; 2024Q4: 8,908 shares; 2025Q1: 9,153 shares; 2025Q2: 9,179 shares; 2025Q3: 10,419 shares; 2025Q4: 10,114 shares; 2026Q1: 10,205 shares 10,205 $1.73M 0.22% +91 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,098 shares; 2024Q4: 7,279 shares; 2025Q1: 7,464 shares; 2025Q2: 7,471 shares; 2025Q3: 7,655 shares; 2025Q4: 7,475 shares; 2026Q1: 7,568 shares 7,568 $1.7M 0.22% +93 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 24 shares; 2025Q1: 18 shares; 2025Q2: 14 shares; 2025Q3: 12,240 shares; 2025Q4: 11,992 shares; 2026Q1: 12,160 shares 12,160 $1.67M 0.22% +168 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,844 shares; 2024Q4: 6,154 shares; 2025Q1: 6,119 shares; 2025Q2: 5,777 shares; 2025Q3: 5,657 shares; 2025Q4: 5,633 shares; 2026Q1: 5,590 shares 5,590 $1.67M 0.22% -43 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,071 shares; 2025Q1: 911 shares; 2025Q2: 907 shares; 2025Q3: 8,109 shares; 2025Q4: 7,934 shares; 2026Q1: 8,183 shares 8,183 $1.66M 0.21% +249 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,587 shares; 2024Q4: 5,652 shares; 2025Q1: 5,649 shares; 2025Q2: 5,775 shares; 2025Q3: 5,861 shares; 2025Q4: 6,140 shares; 2026Q1: 6,285 shares 6,285 $1.62M 0.21% +145 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73 shares; 2025Q1: 40 shares; 2025Q2: 41 shares; 2025Q3: 18,952 shares; 2025Q4: 18,336 shares; 2026Q1: 18,561 shares 18,561 $1.62M 0.21% +225 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,218 shares; 2024Q4: 53,993 shares; 2025Q1: 49,431 shares; 2025Q2: 45,013 shares; 2025Q3: 42,115 shares; 2025Q4: 37,029 shares; 2026Q1: 29,048 shares 29,048 $1.61M 0.21% -7,981 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,346 shares; 2024Q4: 42,940 shares; 2025Q1: 42,962 shares; 2025Q2: 43,252 shares; 2025Q3: 41,291 shares; 2025Q4: 42,103 shares; 2026Q1: 42,126 shares 42,126 $1.59M 0.21% +23 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,124 shares; 2024Q4: 5,248 shares; 2025Q1: 5,354 shares; 2025Q2: 5,295 shares; 2025Q3: 5,295 shares; 2025Q4: 5,190 shares; 2026Q1: 4,944 shares 4,944 $1.59M 0.21% -246 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,856 shares; 2024Q4: 11,663 shares; 2025Q1: 12,027 shares; 2025Q2: 12,343 shares; 2025Q3: 12,545 shares; 2025Q4: 12,722 shares; 2026Q1: 12,514 shares 12,514 $1.55M 0.2% -208 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,728 shares; 2024Q4: 4,750 shares; 2025Q1: 4,740 shares; 2025Q2: 4,743 shares; 2025Q3: 4,746 shares; 2025Q4: 4,746 shares; 2026Q1: 4,737 shares 4,737 $1.54M 0.2% -9 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: 1,181 shares; 2025Q1: 8,906 shares; 2025Q2: 10,748 shares; 2025Q3: 10,453 shares; 2025Q4: 10,970 shares; 2026Q1: 10,307 shares 10,307 $1.52M 0.2% -663 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,311 shares; 2024Q4: 27,248 shares; 2025Q1: 29,982 shares; 2025Q2: 30,601 shares; 2025Q3: 30,514 shares; 2025Q4: 31,325 shares; 2026Q1: 31,430 shares 31,430 $1.51M 0.2% +105 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,564 shares; 2024Q4: 10,640 shares; 2025Q1: 12,047 shares; 2025Q2: 12,352 shares; 2025Q3: 11,370 shares; 2025Q4: 13,175 shares; 2026Q1: 13,391 shares 13,391 $1.49M 0.19% +216 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,045 shares; 2024Q4: 8,885 shares; 2025Q1: 9,512 shares; 2025Q2: 9,854 shares; 2025Q3: 5,839 shares; 2025Q4: 9,914 shares; 2026Q1: 10,031 shares 10,031 $1.49M 0.19% +117 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 3,866 shares; 2025Q1: 4,021 shares; 2025Q2: 4,075 shares; 2025Q3: 2,898 shares; 2025Q4: 3,933 shares; 2026Q1: 3,984 shares 3,984 $1.48M 0.19% +51 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,736 shares; 2024Q4: 13,034 shares; 2025Q1: 11,912 shares; 2025Q2: 11,631 shares; 2025Q3: 11,518 shares; 2025Q4: 11,342 shares; 2026Q1: 11,159 shares 11,159 $1.46M 0.19% -183 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.19% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,719 shares; 2025Q4: 8,473 shares; 2026Q1: 8,636 shares 8,636 $1.4M 0.18% +163 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,244 shares; 2024Q4: 7,880 shares; 2025Q1: 7,742 shares; 2025Q2: 7,251 shares; 2025Q3: 7,156 shares; 2025Q4: 6,247 shares; 2026Q1: 6,161 shares 6,161 $1.39M 0.18% -86 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,730 shares; 2025Q1: 2,501 shares; 2025Q2: 2,505 shares; 2025Q3: 2,423 shares; 2025Q4: 2,423 shares; 2026Q1: 2,425 shares 2,425 $1.36M 0.18% +2 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 798 shares; 2024Q4: 798 shares; 2025Q1: 787 shares; 2025Q2: 788 shares; 2025Q3: 778 shares; 2025Q4: 787 shares; 2026Q1: 787 shares 787 $1.36M 0.18% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,941 shares; 2024Q4: 8,838 shares; 2025Q1: 24,395 shares; 2025Q2: 23,805 shares; 2025Q3: 25,065 shares; 2025Q4: 25,899 shares; 2026Q1: 21,673 shares 21,673 $1.36M 0.18% -4,226 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 44 shares; 2025Q1: 58 shares; 2025Q2: 61 shares; 2025Q3: 2,941 shares; 2025Q4: 3,062 shares; 2026Q1: 3,127 shares 3,127 $1.35M 0.17% +65 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 1,023 shares; 2025Q1: 1,069 shares; 2025Q2: 1,051 shares; 2025Q3: 1,017 shares; 2025Q4: 1,013 shares; 2026Q1: 1,013 shares 1,013 $1.34M 0.17% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,910 shares; 2024Q4: 15,890 shares; 2025Q1: 17,291 shares; 2025Q2: 17,762 shares; 2025Q3: 18,313 shares; 2025Q4: 18,556 shares; 2026Q1: 18,754 shares 18,754 $1.31M 0.17% +198 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 2,774 shares; 2025Q1: 2,774 shares; 2025Q2: 2,850 shares; 2025Q3: 2,816 shares; 2025Q4: 2,798 shares; 2026Q1: 2,785 shares 2,785 $1.29M 0.17% -13 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: 20,951 shares; 2025Q2: 20,754 shares; 2025Q3: 20,485 shares; 2025Q4: 20,636 shares; 2026Q1: 16,023 shares 16,023 $1.28M 0.17% -4,613 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,014 shares; 2024Q4: 54,966 shares; 2025Q1: 52,675 shares; 2025Q2: 50,524 shares; 2025Q3: 50,998 shares; 2025Q4: 48,205 shares; 2026Q1: 45,919 shares 45,919 $1.28M 0.17% -2,286 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,318 shares; 2024Q4: 20,963 shares; 2025Q1: 19,228 shares; 2025Q2: 18,480 shares; 2025Q3: 18,479 shares; 2025Q4: 18,520 shares; 2026Q1: 18,487 shares 18,487 $1.26M 0.16% -33 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,965 shares; 2024Q4: 13,916 shares; 2025Q1: 14,014 shares; 2025Q2: 13,546 shares; 2025Q3: 18,855 shares; 2025Q4: 20,198 shares; 2026Q1: 20,198 shares 20,198 $1.25M 0.16% 0 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,630 shares; 2024Q4: 10,702 shares; 2025Q1: 10,811 shares; 2025Q2: 10,666 shares; 2025Q3: 10,034 shares; 2025Q4: 9,714 shares; 2026Q1: 10,014 shares 10,014 $1.22M 0.16% +300 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,994 shares; 2024Q4: 5,105 shares; 2025Q1: 5,511 shares; 2025Q2: 5,608 shares; 2025Q3: 5,620 shares; 2025Q4: 5,643 shares; 2026Q1: 5,590 shares 5,590 $1.22M 0.16% -53 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,837 shares; 2024Q4: 9,152 shares; 2025Q1: 8,842 shares; 2025Q2: 8,033 shares; 2025Q3: 7,884 shares; 2025Q4: 7,889 shares; 2026Q1: 7,859 shares 7,859 $1.2M 0.16% -30 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,999 shares; 2024Q4: 4,999 shares; 2025Q1: 4,999 shares; 2025Q2: 4,999 shares; 2025Q3: 4,999 shares; 2025Q4: 4,999 shares; 2026Q1: 4,999 shares 4,999 $1.18M 0.15% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 2,603 shares; 2025Q1: 2,705 shares; 2025Q2: 2,702 shares; 2025Q3: 1,661 shares; 2025Q4: 2,671 shares; 2026Q1: 2,654 shares 2,654 $1.16M 0.15% -17 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,140 shares; 2024Q4: 11,294 shares; 2025Q1: 11,232 shares; 2025Q2: 11,127 shares; 2025Q3: 11,031 shares; 2025Q4: 10,711 shares; 2026Q1: 10,348 shares 10,348 $1.15M 0.15% -363 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 6,650 shares; 2025Q1: 6,926 shares; 2025Q2: 6,941 shares; 2025Q3: 1,583 shares; 2025Q4: 1,578 shares; 2026Q1: 1,598 shares 1,598 $1.13M 0.15% +20 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,542 shares; 2024Q4: 9,639 shares; 2025Q1: 10,404 shares; 2025Q2: 9,862 shares; 2025Q3: 11,539 shares; 2025Q4: 11,646 shares; 2026Q1: 11,647 shares 11,647 $1.08M 0.14% +1 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,901 shares; 2024Q4: 16,588 shares; 2025Q1: 15,363 shares; 2025Q2: 9,069 shares; 2025Q3: 7,348 shares; 2025Q4: 8,382 shares; 2026Q1: 8,238 shares 8,238 $1.05M 0.14% -144 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,658 shares; 2024Q4: 13,736 shares; 2025Q1: 13,280 shares; 2025Q2: 13,456 shares; 2025Q3: 13,458 shares; 2025Q4: 13,140 shares; 2026Q1: 13,188 shares 13,188 $1.02M 0.13% +48 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,115 shares; 2024Q4: 4,925 shares; 2025Q1: 4,766 shares; 2025Q2: 4,755 shares; 2025Q3: 4,721 shares; 2025Q4: 4,654 shares; 2026Q1: 4,213 shares 4,213 $1.02M 0.13% -441 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,086 shares; 2024Q4: 2,412 shares; 2025Q1: 3,134 shares; 2025Q2: 3,004 shares; 2025Q3: 2,839 shares; 2025Q4: 3,368 shares; 2026Q1: 3,478 shares 3,478 $997K 0.13% +110 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,656 shares; 2024Q4: 3,519 shares; 2025Q1: 3,456 shares; 2025Q2: 3,355 shares; 2025Q3: 3,756 shares; 2025Q4: 4,071 shares; 2026Q1: 3,995 shares 3,995 $975K 0.13% -76 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,722 shares; 2024Q4: 3,662 shares; 2025Q1: 3,662 shares; 2025Q2: 3,662 shares; 2025Q3: 3,962 shares; 2025Q4: 3,962 shares; 2026Q1: 3,962 shares 3,962 $943K 0.12% 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; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,239 shares; 2025Q1: 1,371 shares; 2025Q2: 1,373 shares; 2025Q3: 1,093 shares; 2025Q4: 1,203 shares; 2026Q1: 1,187 shares 1,187 $917K 0.12% -16 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 2,664 shares; 2025Q1: 2,664 shares; 2025Q2: 2,664 shares; 2025Q3: 4,370 shares; 2025Q4: 8,825 shares; 2026Q1: 11,964 shares 11,964 $913K 0.12% +3,139 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,729 shares; 2026Q1: 6,425 shares 6,425 $908K 0.12% +2,696 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,851 shares; 2024Q4: 3,603 shares; 2025Q1: 3,476 shares; 2025Q2: 3,695 shares; 2025Q3: 3,526 shares; 2025Q4: 3,514 shares; 2026Q1: 3,616 shares 3,616 $876K 0.11% +102 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,794 shares; 2025Q4: 16,750 shares; 2026Q1: 16,174 shares 16,174 $871K 0.11% -576 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,531 shares; 2024Q4: 7,880 shares; 2025Q1: 6,346 shares; 2025Q2: 6,000 shares; 2025Q3: 5,913 shares; 2025Q4: 5,854 shares; 2026Q1: 5,829 shares 5,829 $846K 0.11% -25 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,214 shares; 2024Q4: 20,668 shares; 2025Q1: 20,659 shares; 2025Q2: 23,964 shares; 2025Q3: 23,981 shares; 2025Q4: 22,360 shares; 2026Q1: 16,650 shares 16,650 $835K 0.11% -5,710 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,296 shares; 2024Q4: 2,926 shares; 2025Q1: 3,003 shares; 2025Q2: 2,788 shares; 2025Q3: 2,752 shares; 2025Q4: 2,786 shares; 2026Q1: 2,785 shares 2,785 $799K 0.1% -1 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 1,742 shares; 2025Q1: 1,730 shares; 2025Q2: 3,984 shares; 2025Q3: 4,518 shares; 2025Q4: 4,546 shares; 2026Q1: 3,899 shares 3,899 $776K 0.1% -647 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,149 shares; 2024Q4: 9,162 shares; 2025Q1: 9,422 shares; 2025Q2: 9,962 shares; 2025Q3: 9,751 shares; 2025Q4: 9,764 shares; 2026Q1: 9,577 shares 9,577 $761K 0.1% -187 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,431 shares; 2024Q4: 6,507 shares; 2025Q1: 5,632 shares; 2025Q2: 5,628 shares; 2025Q3: 5,400 shares; 2025Q4: 5,378 shares; 2026Q1: 5,215 shares 5,215 $753K 0.1% -163 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,063 shares; 2024Q4: 7,264 shares; 2025Q1: 7,250 shares; 2025Q2: 7,396 shares; 2025Q3: 9,368 shares; 2025Q4: 10,961 shares; 2026Q1: 11,885 shares 11,885 $746K 0.1% +924 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 911 shares; 2025Q1: 896 shares; 2025Q2: 874 shares; 2025Q3: 884 shares; 2025Q4: 889 shares; 2026Q1: 880 shares 880 $744K 0.1% -9 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,362 shares; 2024Q4: 3,362 shares; 2025Q1: 3,362 shares; 2025Q2: 3,362 shares; 2025Q3: 3,404 shares; 2025Q4: 3,404 shares; 2026Q1: 3,362 shares 3,362 $723K 0.09% -42 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,816 shares; 2024Q4: 5,827 shares; 2025Q1: 5,897 shares; 2025Q2: 14,216 shares; 2025Q3: 13,844 shares; 2025Q4: 13,025 shares; 2026Q1: 12,184 shares 12,184 $702K 0.09% -841 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: 832 shares; 2025Q1: 1,596 shares; 2025Q2: 1,604 shares; 2025Q3: 1,611 shares; 2025Q4: 3,553 shares; 2026Q1: 3,534 shares 3,534 $681K 0.09% -19 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,494 shares; 2024Q4: 11,788 shares; 2025Q1: 11,439 shares; 2025Q2: 11,432 shares; 2025Q3: 12,841 shares; 2025Q4: 14,084 shares; 2026Q1: 15,415 shares 15,415 $670K 0.09% +1,331 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,874 shares; 2024Q4: 7,749 shares; 2025Q1: 6,352 shares; 2025Q2: 5,987 shares; 2025Q3: 5,207 shares; 2025Q4: 4,890 shares; 2026Q1: 4,234 shares 4,234 $656K 0.08% -656 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,433 shares; 2024Q4: 21,858 shares; 2025Q1: 20,727 shares; 2025Q2: 21,967 shares; 2025Q3: 21,765 shares; 2025Q4: 20,966 shares; 2026Q1: 22,426 shares 22,426 $650K 0.08% +1,460 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,474 shares; 2024Q4: 6,718 shares; 2025Q1: 9,376 shares; 2025Q2: 9,410 shares; 2025Q3: 9,465 shares; 2025Q4: 9,402 shares; 2026Q1: 8,935 shares 8,935 $642K 0.08% -467 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,633 shares; 2024Q4: 5,470 shares; 2025Q1: 7,183 shares; 2025Q2: 7,945 shares; 2025Q3: 8,039 shares; 2025Q4: 11,158 shares; 2026Q1: 11,518 shares 11,518 $635K 0.08% +360 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 2,120 shares; 2025Q1: 2,120 shares; 2025Q2: 2,120 shares; 2025Q3: 2,139 shares; 2025Q4: 2,057 shares; 2026Q1: 2,057 shares 2,057 $614K 0.08% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,156 shares; 2024Q4: 15,375 shares; 2025Q1: 15,690 shares; 2025Q2: 15,885 shares; 2025Q3: 4,798 shares; 2025Q4: 4,761 shares; 2026Q1: 4,749 shares 4,749 $611K 0.08% -12 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,220 shares; 2024Q4: 9,256 shares; 2025Q1: 9,217 shares; 2025Q2: 9,163 shares; 2025Q3: 10,406 shares; 2025Q4: 11,604 shares; 2026Q1: 12,839 shares 12,839 $610K 0.08% +1,235 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,339 shares; 2024Q4: 3,617 shares; 2025Q1: 3,473 shares; 2025Q2: 3,476 shares; 2025Q3: 3,375 shares; 2025Q4: 3,314 shares; 2026Q1: 3,271 shares 3,271 $596K 0.08% -43 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,487 shares; 2024Q4: 27,117 shares; 2025Q1: 8,636 shares; 2025Q2: 6,900 shares; 2025Q3: 6,887 shares; 2025Q4: 6,776 shares; 2026Q1: 6,769 shares 6,769 $586K 0.08% -7 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,682 shares; 2024Q4: 23,652 shares; 2025Q1: 16,602 shares; 2025Q2: 13,023 shares; 2025Q3: 12,189 shares; 2025Q4: 10,692 shares; 2026Q1: 10,660 shares 10,660 $554K 0.07% -32 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 5,147 shares; 2025Q1: 5,674 shares; 2025Q2: 7,046 shares; 2025Q3: 7,585 shares; 2025Q4: 10,755 shares; 2026Q1: 10,900 shares 10,900 $548K 0.07% +145 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,809 shares; 2024Q4: 5,814 shares; 2025Q1: 5,814 shares; 2025Q2: 5,815 shares; 2025Q3: 5,611 shares; 2025Q4: 5,610 shares; 2026Q1: 5,175 shares 5,175 $548K 0.07% -435 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,674 shares; 2024Q4: 8,685 shares; 2025Q1: 9,568 shares; 2025Q2: 11,007 shares; 2025Q3: 10,916 shares; 2025Q4: 11,042 shares; 2026Q1: 11,175 shares 11,175 $544K 0.07% +133 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,304 shares; 2024Q4: 11,304 shares; 2025Q1: 11,304 shares; 2025Q2: 11,304 shares; 2025Q3: 10,104 shares; 2025Q4: 11,304 shares; 2026Q1: 11,304 shares 11,304 $537K 0.07% 0 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,550 shares; 2024Q4: 30,700 shares; 2025Q1: 30,630 shares; 2025Q2: 29,321 shares; 2025Q3: 22,029 shares; 2025Q4: 29,321 shares; 2026Q1: 26,321 shares 26,321 $535K 0.07% -3,000 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 2,442 shares; 2025Q1: 2,535 shares; 2025Q2: 2,558 shares; 2025Q3: 506 shares; 2025Q4: 492 shares; 2026Q1: 530 shares 530 $528K 0.07% +38 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 2,784 shares; 2025Q1: 3,002 shares; 2025Q2: 3,198 shares; 2025Q3: 3,271 shares; 2025Q4: 3,175 shares; 2026Q1: 3,284 shares 3,284 $523K 0.07% +109 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,397 shares; 2024Q4: 8,397 shares; 2025Q1: 8,683 shares; 2025Q2: 8,397 shares; 2025Q3: 7,290 shares; 2025Q4: 7,686 shares; 2026Q1: 7,629 shares 7,629 $520K 0.07% -57 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,172 shares; 2025Q1: 1,318 shares; 2025Q2: 1,459 shares; 2025Q3: 1,471 shares; 2025Q4: 1,664 shares; 2026Q1: 1,610 shares 1,610 $486K 0.06% -54 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 1,537 shares; 2025Q1: 1,608 shares; 2025Q2: 1,608 shares; 2025Q3: 1,550 shares; 2025Q4: 1,676 shares; 2026Q1: 1,686 shares 1,686 $478K 0.06% +10 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,844 shares; 2024Q4: 21,363 shares; 2025Q1: 21,363 shares; 2025Q2: 20,706 shares; 2025Q3: 20,706 shares; 2025Q4: 20,706 shares; 2026Q1: 22,635 shares 22,635 $478K 0.06% +1,929 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,962 shares; 2024Q4: 3,962 shares; 2025Q1: 3,962 shares; 2025Q2: 3,962 shares; 2025Q3: not reported; 2025Q4: 3,962 shares; 2026Q1: 3,962 shares 3,962 $469K 0.06% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 2,257 shares; 2025Q1: 2,977 shares; 2025Q2: 3,271 shares; 2025Q3: 3,283 shares; 2025Q4: 3,338 shares; 2026Q1: 3,454 shares 3,454 $468K 0.06% +116 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,532 shares; 2025Q1: 2,400 shares; 2025Q2: 2,398 shares; 2025Q3: 2,261 shares; 2025Q4: 2,137 shares; 2026Q1: 2,224 shares 2,224 $460K 0.06% +87 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 248 shares; 2025Q4: 2,991 shares; 2026Q1: 5,164 shares 5,164 $454K 0.06% +2,173 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,080 shares; 2024Q4: 3,901 shares; 2025Q1: 4,048 shares; 2025Q2: 4,189 shares; 2025Q3: 4,818 shares; 2025Q4: 4,741 shares; 2026Q1: 4,742 shares 4,742 $453K 0.06% +1 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,788 shares; 2024Q4: 4,182 shares; 2025Q1: 3,389 shares; 2025Q2: 3,251 shares; 2025Q3: 2,521 shares; 2025Q4: 2,630 shares; 2026Q1: 2,621 shares 2,621 $442K 0.06% -9 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,117 shares; 2024Q4: 9,721 shares; 2025Q1: 9,558 shares; 2025Q2: 8,633 shares; 2025Q3: 8,640 shares; 2025Q4: 9,475 shares; 2026Q1: 9,461 shares 9,461 $434K 0.06% -14 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,739 shares; 2025Q1: 1,935 shares; 2025Q2: 2,410 shares; 2025Q3: 2,490 shares; 2025Q4: 2,592 shares; 2026Q1: 2,631 shares 2,631 $432K 0.06% +39 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,790 shares; 2025Q1: 1,790 shares; 2025Q2: 1,781 shares; 2025Q3: 1,546 shares; 2025Q4: 1,761 shares; 2026Q1: 1,643 shares 1,643 $430K 0.06% -118 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,184 shares; 2025Q1: 1,184 shares; 2025Q2: 1,184 shares; 2025Q3: 1,184 shares; 2025Q4: 1,184 shares; 2026Q1: 1,184 shares 1,184 $425K 0.05% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 2,007 shares; 2025Q1: 2,011 shares; 2025Q2: 2,012 shares; 2025Q3: 2,012 shares; 2025Q4: 2,012 shares; 2026Q1: 2,014 shares 2,014 $419K 0.05% +2 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 717 shares; 2025Q1: 731 shares; 2025Q2: 832 shares; 2025Q3: 884 shares; 2025Q4: 3,830 shares; 2026Q1: 3,892 shares 3,892 $406K 0.05% +62 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,192 shares; 2024Q4: 5,340 shares; 2025Q1: 7,581 shares; 2025Q2: 8,615 shares; 2025Q3: 8,830 shares; 2025Q4: 8,982 shares; 2026Q1: 9,389 shares 9,389 $398K 0.05% +407 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 395 shares; 2025Q1: 629 shares; 2025Q2: 724 shares; 2025Q3: 733 shares; 2025Q4: 800 shares; 2026Q1: 788 shares 788 $393K 0.05% -12 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,759 shares; 2024Q4: 1,385 shares; 2025Q1: 1,363 shares; 2025Q2: 1,338 shares; 2025Q3: 1,312 shares; 2025Q4: 1,259 shares; 2026Q1: 1,291 shares 1,291 $381K 0.05% +32 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,888 shares; 2024Q4: 3,888 shares; 2025Q1: 3,888 shares; 2025Q2: 3,888 shares; 2025Q3: 1,820 shares; 2025Q4: 3,876 shares; 2026Q1: 3,876 shares 3,876 $376K 0.05% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: 3,626 shares; 2025Q1: 7,436 shares; 2025Q2: 7,436 shares; 2025Q3: 7,436 shares; 2025Q4: 7,436 shares; 2026Q1: 7,367 shares 7,367 $374K 0.05% -69 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,382 shares; 2025Q1: 1,382 shares; 2025Q2: 1,382 shares; 2025Q3: 1,297 shares; 2025Q4: 1,297 shares; 2026Q1: 1,297 shares 1,297 $372K 0.05% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,680 shares; 2024Q4: 9,780 shares; 2025Q1: 9,861 shares; 2025Q2: 10,028 shares; 2025Q3: 10,882 shares; 2025Q4: 12,459 shares; 2026Q1: 14,636 shares 14,636 $366K 0.05% +2,177 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,141 shares; 2024Q4: 2,141 shares; 2025Q1: 2,141 shares; 2025Q2: 2,141 shares; 2025Q3: 2,141 shares; 2025Q4: 2,141 shares; 2026Q1: 1,566 shares 1,566 $366K 0.05% -575 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 354 shares; 2025Q1: 1,141 shares; 2025Q2: 486 shares; 2025Q3: 3,729 shares; 2025Q4: 3,733 shares; 2026Q1: 3,368 shares 3,368 $357K 0.05% -365 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,325 shares; 2025Q1: 1,956 shares; 2025Q2: 1,428 shares; 2025Q3: 1,325 shares; 2025Q4: 2,650 shares; 2026Q1: 2,650 shares 2,650 $352K 0.05% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,534 shares; 2024Q4: 3,386 shares; 2025Q1: 5,341 shares; 2025Q2: 6,276 shares; 2025Q3: 6,315 shares; 2025Q4: 6,467 shares; 2026Q1: 6,882 shares 6,882 $348K 0.05% +415 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 658 shares; 2025Q1: 453 shares; 2025Q2: 448 shares; 2025Q3: 467 shares; 2025Q4: 1,056 shares; 2026Q1: 1,161 shares 1,161 $344K 0.04% +105 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,328 shares; 2025Q1: 1,330 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares; 2026Q1: 1,318 shares 1,318 $343K 0.04% -15 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 3,386 shares; 2025Q1: 5,143 shares; 2025Q2: 5,955 shares; 2025Q3: 5,979 shares; 2025Q4: 6,075 shares; 2026Q1: 6,383 shares 6,383 $343K 0.04% +308 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 354 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 381 shares; 2026Q1: 389 shares 389 $339K 0.04% +8 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 652 shares; 2025Q1: 634 shares; 2025Q2: 635 shares; 2025Q3: 616 shares; 2025Q4: 620 shares; 2026Q1: 621 shares 621 $334K 0.04% +1 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: 2,114 shares; 2025Q1: 2,873 shares; 2025Q2: 2,777 shares; 2025Q3: 2,726 shares; 2025Q4: 2,580 shares; 2026Q1: 2,393 shares 2,393 $325K 0.04% -187 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,527 shares; 2024Q4: 6,763 shares; 2025Q1: 6,724 shares; 2025Q2: 6,798 shares; 2025Q3: 6,846 shares; 2025Q4: 6,899 shares; 2026Q1: 7,011 shares 7,011 $325K 0.04% +112 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 3,225 shares; 2025Q1: 4,861 shares; 2025Q2: 5,862 shares; 2025Q3: 5,926 shares; 2025Q4: 6,429 shares; 2026Q1: 7,000 shares 7,000 $323K 0.04% +571 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,018 shares; 2024Q4: 5,550 shares; 2025Q1: 5,895 shares; 2025Q2: 5,786 shares; 2025Q3: 5,563 shares; 2025Q4: 6,764 shares; 2026Q1: 7,576 shares 7,576 $310K 0.04% +812 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,869 shares; 2026Q1: 5,869 shares 5,869 $310K 0.04% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,320 shares; 2025Q1: 2,320 shares; 2025Q2: 2,320 shares; 2025Q3: not reported; 2025Q4: 2,320 shares; 2026Q1: 2,320 shares 2,320 $307K 0.04% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 1,889 shares; 2025Q1: 1,889 shares; 2025Q2: 1,889 shares; 2025Q3: 199 shares; 2025Q4: 1,981 shares; 2026Q1: 1,981 shares 1,981 $299K 0.04% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,110 shares 3,110 $296K 0.04% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 1,263 shares; 2025Q3: 1,264 shares; 2025Q4: 1,250 shares; 2026Q1: 495 shares 495 $295K 0.04% -755 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,548 shares; 2024Q4: 67,234 shares; 2025Q1: 47,314 shares; 2025Q2: 35,858 shares; 2025Q3: 24,566 shares; 2025Q4: 13,694 shares; 2026Q1: 10,258 shares 10,258 $294K 0.04% -3,436 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,362 shares; 2024Q4: 31,848 shares; 2025Q1: 33,869 shares; 2025Q2: 34,203 shares; 2025Q3: 5,891 shares; 2025Q4: 4,216 shares; 2026Q1: 4,719 shares 4,719 $286K 0.04% +503 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 692 shares; 2025Q1: 2,493 shares; 2025Q2: 1,237 shares; 2025Q3: 1,243 shares; 2025Q4: 4,088 shares; 2026Q1: 5,482 shares 5,482 $286K 0.04% +1,394 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,854 shares; 2024Q4: 3,223 shares; 2025Q1: 3,562 shares; 2025Q2: 3,359 shares; 2025Q3: 2,755 shares; 2025Q4: 3,277 shares; 2026Q1: 3,064 shares 3,064 $284K 0.04% -213 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,479 shares; 2024Q4: 5,560 shares; 2025Q1: 5,773 shares; 2025Q2: 5,751 shares; 2025Q3: 721 shares; 2025Q4: 802 shares; 2026Q1: 855 shares 855 $281K 0.04% +53 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,014 shares; 2024Q4: 4,014 shares; 2025Q1: 4,014 shares; 2025Q2: 4,014 shares; 2025Q3: not reported; 2025Q4: 4,014 shares; 2026Q1: 4,014 shares 4,014 $280K 0.04% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 9,136 shares; 2026Q1: 9,136 shares 9,136 $278K 0.04% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 644 shares; 2025Q1: 839 shares; 2025Q2: 1,155 shares; 2025Q3: 1,114 shares; 2025Q4: 1,387 shares; 2026Q1: 1,428 shares 1,428 $276K 0.04% +41 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,948 shares; 2024Q4: 9,734 shares; 2025Q1: 11,043 shares; 2025Q2: 9,208 shares; 2025Q3: 9,931 shares; 2025Q4: 10,196 shares; 2026Q1: 9,811 shares 9,811 $275K 0.04% -385 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,947 shares; 2024Q4: 4,257 shares; 2025Q1: 3,512 shares; 2025Q2: 3,503 shares; 2025Q3: 3,417 shares; 2025Q4: 3,530 shares; 2026Q1: 3,576 shares 3,576 $271K 0.04% +46 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 372 shares; 2025Q1: 400 shares; 2025Q2: 393 shares; 2025Q3: 382 shares; 2025Q4: 393 shares; 2026Q1: 397 shares 397 $271K 0.04% +4 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: not reported; 2025Q4: 1,780 shares; 2026Q1: 1,780 shares 1,780 $257K 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; 2024Q2: restricted; 2024Q3: 7,639 shares; 2024Q4: 7,639 shares; 2025Q1: 7,630 shares; 2025Q2: 7,565 shares; 2025Q3: 7,170 shares; 2025Q4: 6,866 shares; 2026Q1: 6,866 shares 6,866 $252K 0.03% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,530 shares; 2025Q3: 6,531 shares; 2025Q4: 6,086 shares; 2026Q1: 6,086 shares 6,086 $248K 0.03% 0 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 321 shares; 2025Q3: 4,488 shares; 2025Q4: 4,488 shares; 2026Q1: 4,488 shares 4,488 $246K 0.03% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,352 shares; 2024Q4: 4,352 shares; 2025Q1: 4,352 shares; 2025Q2: 4,352 shares; 2025Q3: not reported; 2025Q4: 4,352 shares; 2026Q1: 4,352 shares 4,352 $246K 0.03% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 745 shares; 2025Q1: 789 shares; 2025Q2: 788 shares; 2025Q3: 782 shares; 2025Q4: 799 shares; 2026Q1: 778 shares 778 $235K 0.03% -21 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 702 shares; 2025Q1: 1,215 shares; 2025Q2: 1,032 shares; 2025Q3: 931 shares; 2025Q4: 981 shares; 2026Q1: 1,143 shares 1,143 $232K 0.03% +162 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,765 shares; 2025Q2: 2,933 shares; 2025Q3: 4,127 shares; 2025Q4: 4,127 shares; 2026Q1: 4,127 shares 4,127 $232K 0.03% 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; 2024Q2: restricted; 2024Q3: 88,583 shares; 2024Q4: 91,264 shares; 2025Q1: 92,917 shares; 2025Q2: 93,285 shares; 2025Q3: 8,151 shares; 2025Q4: 6,820 shares; 2026Q1: 6,748 shares 6,748 $226K 0.03% -72 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 879 shares; 2025Q1: 1,184 shares; 2025Q2: 1,245 shares; 2025Q3: 1,240 shares; 2025Q4: 1,249 shares; 2026Q1: 1,229 shares 1,229 $223K 0.03% -20 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27 shares; 2025Q1: 2,238 shares; 2025Q2: 3,456 shares; 2025Q3: 3,456 shares; 2025Q4: 3,456 shares; 2026Q1: 3,456 shares 3,456 $221K 0.03% 0 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,578 shares; 2024Q4: 6,087 shares; 2025Q1: 4,903 shares; 2025Q2: 3,408 shares; 2025Q3: 2,714 shares; 2025Q4: 2,433 shares; 2026Q1: 2,405 shares 2,405 $221K 0.03% -28 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 395 shares; 2025Q1: 642 shares; 2025Q2: 1,225 shares; 2025Q3: 1,122 shares; 2025Q4: 1,045 shares; 2026Q1: 888 shares 888 $215K 0.03% -157 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,423 shares; 2025Q1: 2,423 shares; 2025Q2: 2,423 shares; 2025Q3: 2,423 shares; 2025Q4: 2,423 shares; 2026Q1: 2,423 shares 2,423 $214K 0.03% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 829 shares; 2025Q1: 833 shares; 2025Q2: 830 shares; 2025Q3: 831 shares; 2025Q4: 723 shares; 2026Q1: 736 shares 736 $214K 0.03% +13 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 997 shares; 2025Q1: 1,003 shares; 2025Q2: 2,172 shares; 2025Q3: 2,137 shares; 2025Q4: 2,164 shares; 2026Q1: 2,197 shares 2,197 $214K 0.03% +33 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 1,954 shares; 2025Q1: 1,982 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 1,458 shares; 2026Q1: 1,214 shares 1,214 $213K 0.03% -244 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,878 shares; 2024Q4: 6,842 shares; 2025Q1: 6,225 shares; 2025Q2: 5,753 shares; 2025Q3: 5,725 shares; 2025Q4: 4,430 shares; 2026Q1: 4,430 shares 4,430 $213K 0.03% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,987 shares; 2024Q4: 3,001 shares; 2025Q1: 3,473 shares; 2025Q2: 3,629 shares; 2025Q3: 4,106 shares; 2025Q4: 3,986 shares; 2026Q1: 4,675 shares 4,675 $212K 0.03% +689 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,365 shares; 2024Q4: 4,305 shares; 2025Q1: 3,845 shares; 2025Q2: 3,554 shares; 2025Q3: 2,835 shares; 2025Q4: 2,396 shares; 2026Q1: 2,371 shares 2,371 $212K 0.03% -25 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,458 shares; 2024Q4: 4,539 shares; 2025Q1: 4,211 shares; 2025Q2: 4,082 shares; 2025Q3: 2,836 shares; 2025Q4: 2,680 shares; 2026Q1: 2,688 shares 2,688 $210K 0.03% +8 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 1,482 shares; 2025Q1: 1,459 shares; 2025Q2: 1,462 shares; 2025Q3: 1,466 shares; 2025Q4: 1,466 shares; 2026Q1: 1,582 shares 1,582 $207K 0.03% +116 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,586 shares; 2024Q4: 10,610 shares; 2025Q1: 10,630 shares; 2025Q2: 10,655 shares; 2025Q3: 9,796 shares; 2025Q4: 10,707 shares; 2026Q1: 10,732 shares 10,732 $207K 0.03% +25 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 1,224 shares; 2025Q1: 1,941 shares; 2025Q2: 2,493 shares; 2025Q3: 2,008 shares; 2025Q4: 1,546 shares; 2026Q1: 1,545 shares 1,545 $203K 0.03% -1 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,716 shares; 2026Q1: 3,468 shares 3,468 $197K 0.03% -248 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 369 shares; 2025Q1: 370 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 395 shares; 2026Q1: 395 shares 395 $193K 0.02% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,619 shares; 2024Q4: 3,619 shares; 2025Q1: 3,387 shares; 2025Q2: 3,360 shares; 2025Q3: 3,360 shares; 2025Q4: 3,360 shares; 2026Q1: 3,360 shares 3,360 $192K 0.02% 0 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 59 shares; 2025Q3: 60 shares; 2025Q4: 61 shares; 2026Q1: 1,058 shares 1,058 $189K 0.02% +997 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,029 shares; 2024Q4: 42,566 shares; 2025Q1: 43,197 shares; 2025Q2: 43,024 shares; 2025Q3: 2,962 shares; 2025Q4: 2,513 shares; 2026Q1: 2,589 shares 2,589 $188K 0.02% +76 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 2,090 shares; 2025Q1: 3,864 shares; 2025Q2: 5,233 shares; 2025Q3: 6,082 shares; 2025Q4: 6,231 shares; 2026Q1: 6,158 shares 6,158 $187K 0.02% -73 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,842 shares; 2025Q1: 1,842 shares; 2025Q2: 1,842 shares; 2025Q3: not reported; 2025Q4: 1,842 shares; 2026Q1: 1,842 shares 1,842 $185K 0.02% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 779 shares; 2025Q1: 781 shares; 2025Q2: 780 shares; 2025Q3: 764 shares; 2025Q4: 776 shares; 2026Q1: 793 shares 793 $182K 0.02% +17 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,153 shares; 2024Q4: 43,355 shares; 2025Q1: 43,147 shares; 2025Q2: 42,466 shares; 2025Q3: 1,456 shares; 2025Q4: 1,412 shares; 2026Q1: 1,296 shares 1,296 $182K 0.02% -116 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,423 shares; 2024Q4: 9,550 shares; 2025Q1: 9,865 shares; 2025Q2: 10,555 shares; 2025Q3: 903 shares; 2025Q4: 879 shares; 2026Q1: 933 shares 933 $182K 0.02% +54 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: 4,198 shares; 2025Q1: 4,221 shares; 2025Q2: 4,205 shares; 2025Q3: 3,986 shares; 2025Q4: 7,404 shares; 2026Q1: 7,402 shares 7,402 $180K 0.02% -2 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,248 shares; 2024Q4: 11,496 shares; 2025Q1: 6,481 shares; 2025Q2: 4,982 shares; 2025Q3: 4,966 shares; 2025Q4: 4,682 shares; 2026Q1: 4,508 shares 4,508 $179K 0.02% -174 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 49 shares; 2025Q4: 344 shares; 2026Q1: 430 shares 430 $170K 0.02% +86 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,362 shares; 2024Q4: 6,276 shares; 2025Q1: 8,031 shares; 2025Q2: 6,210 shares; 2025Q3: 6,210 shares; 2025Q4: 6,210 shares; 2026Q1: 6,210 shares 6,210 $168K 0.02% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 2,982 shares; 2025Q1: 5,044 shares; 2025Q2: 3,909 shares; 2025Q3: 3,544 shares; 2025Q4: 2,451 shares; 2026Q1: 2,551 shares 2,551 $166K 0.02% +100 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 735 shares; 2025Q1: 749 shares; 2025Q2: 679 shares; 2025Q3: 608 shares; 2025Q4: 542 shares; 2026Q1: 605 shares 605 $161K 0.02% +63 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 2,058 shares; 2025Q1: 2,058 shares; 2025Q2: 2,930 shares; 2025Q3: 2,674 shares; 2025Q4: 2,071 shares; 2026Q1: 2,058 shares 2,058 $161K 0.02% -13 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,665 shares; 2024Q4: 7,330 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 7,120 shares; 2025Q4: 6,900 shares; 2026Q1: 6,900 shares 6,900 $160K 0.02% 0 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2,267 shares; 2025Q1: 2,267 shares; 2025Q2: 2,267 shares; 2025Q3: 365 shares; 2025Q4: 2,267 shares; 2026Q1: 2,267 shares 2,267 $159K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,096 shares; 2025Q1: 1,073 shares; 2025Q2: 1,019 shares; 2025Q3: 1,018 shares; 2025Q4: 1,015 shares; 2026Q1: 1,018 shares 1,018 $158K 0.02% +3 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,862 shares 1,862 $157K 0.02% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 923 shares; 2025Q1: 999 shares; 2025Q2: 922 shares; 2025Q3: 922 shares; 2025Q4: 922 shares; 2026Q1: 922 shares 922 $149K 0.02% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,044 shares; 2025Q1: 1,044 shares; 2025Q2: 1,044 shares; 2025Q3: 1,044 shares; 2025Q4: 1,044 shares; 2026Q1: 1,044 shares 1,044 $144K 0.02% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 460 shares; 2025Q1: 461 shares; 2025Q2: 459 shares; 2025Q3: 293 shares; 2025Q4: 399 shares; 2026Q1: 399 shares 399 $143K 0.02% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,811 shares; 2024Q4: 1,811 shares; 2025Q1: 1,820 shares; 2025Q2: 1,817 shares; 2025Q3: 1,817 shares; 2025Q4: 1,968 shares; 2026Q1: 1,770 shares 1,770 $143K 0.02% -198 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares 750 $141K 0.02% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 98 shares; 2025Q1: 111 shares; 2025Q2: 129 shares; 2025Q3: 126 shares; 2025Q4: 1,496 shares; 2026Q1: 1,460 shares 1,460 $140K 0.02% -36 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 1,787 shares; 2025Q1: 3,541 shares; 2025Q2: 4,445 shares; 2025Q3: 4,143 shares; 2025Q4: 3,321 shares; 2026Q1: 3,623 shares 3,623 $139K 0.02% +302 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 984 shares; 2025Q1: 987 shares; 2025Q2: 993 shares; 2025Q3: 995 shares; 2025Q4: 1,065 shares; 2026Q1: 1,064 shares 1,064 $139K 0.02% -1 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,362 shares; 2025Q2: 2,179 shares; 2025Q3: 2,179 shares; 2025Q4: 2,179 shares; 2026Q1: 1,321 shares 1,321 $137K 0.02% -858 Timeline PSCI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,136 shares; 2024Q4: 3,851 shares; 2025Q1: 2,680 shares; 2025Q2: 921 shares; 2025Q3: 831 shares; 2025Q4: 880 shares; 2026Q1: 880 shares 880 $136K 0.02% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,639 shares; 2025Q1: 1,476 shares; 2025Q2: 1,470 shares; 2025Q3: 1,469 shares; 2025Q4: 1,490 shares; 2026Q1: 1,463 shares 1,463 $134K 0.02% -27 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares; 2026Q1: 1,296 shares 1,296 $134K 0.02% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 335 shares; 2026Q1: 337 shares 337 $132K 0.02% +2 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 512 shares; 2025Q1: 500 shares; 2025Q2: 509 shares; 2025Q3: 757 shares; 2025Q4: 533 shares; 2026Q1: 897 shares 897 $131K 0.02% +364 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 613 shares; 2025Q1: 763 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 870 shares 870 $131K 0.02% +638 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 1,006 shares; 2025Q1: 1,982 shares; 2025Q2: 1,544 shares; 2025Q3: 1,556 shares; 2025Q4: 1,417 shares; 2026Q1: 462 shares 462 $131K 0.02% -955 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 1,410 shares; 2025Q1: 1,353 shares; 2025Q2: 1,328 shares; 2025Q3: 427 shares; 2025Q4: 1,285 shares; 2026Q1: 1,282 shares 1,282 $130K 0.02% -3 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,679 shares; 2024Q4: 8,251 shares; 2025Q1: 8,251 shares; 2025Q2: 8,290 shares; 2025Q3: 8,252 shares; 2025Q4: 8,366 shares; 2026Q1: 8,327 shares 8,327 $130K 0.02% -39 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 3,109 shares; 2025Q1: 3,232 shares; 2025Q2: 3,282 shares; 2025Q3: 254 shares; 2025Q4: 281 shares; 2026Q1: 264 shares 264 $128K 0.02% -17 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 828 shares; 2024Q4: 829 shares; 2025Q1: 836 shares; 2025Q2: 836 shares; 2025Q3: 867 shares; 2025Q4: 865 shares; 2026Q1: 883 shares 883 $128K 0.02% +18 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 580 shares; 2025Q1: 676 shares; 2025Q2: 593 shares; 2025Q3: 580 shares; 2025Q4: 1,160 shares; 2026Q1: 1,160 shares 1,160 $126K 0.02% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,372 shares; 2025Q2: 5,371 shares; 2025Q3: 4,721 shares; 2025Q4: 4,948 shares; 2026Q1: 4,778 shares 4,778 $126K 0.02% -170 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 492 shares; 2025Q1: 392 shares; 2025Q2: 249 shares; 2025Q3: 223 shares; 2025Q4: 247 shares; 2026Q1: 371 shares 371 $125K 0.02% +124 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 278 shares; 2025Q1: 206 shares; 2025Q2: 378 shares; 2025Q3: 441 shares; 2025Q4: 425 shares; 2026Q1: 472 shares 472 $125K 0.02% +47 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 393 shares; 2025Q1: 498 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 509 shares; 2026Q1: 509 shares 509 $124K 0.02% 0 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,130 shares; 2024Q4: 3,130 shares; 2025Q1: 3,130 shares; 2025Q2: 3,130 shares; 2025Q3: 3,130 shares; 2025Q4: 3,130 shares; 2026Q1: 3,130 shares 3,130 $119K 0.02% 0 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,873 shares; 2025Q3: 1,873 shares; 2025Q4: 1,873 shares; 2026Q1: 1,873 shares 1,873 $118K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 123 shares; 2025Q1: 242 shares; 2025Q2: 250 shares; 2025Q3: 214 shares; 2025Q4: 174 shares; 2026Q1: 235 shares 235 $116K 0.02% +61 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 54 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 417 shares; 2026Q1: 418 shares 418 $116K 0.02% +1 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: 5,048 shares; 2025Q1: 3,198 shares; 2025Q2: 2,539 shares; 2025Q3: 1,429 shares; 2025Q4: 1,531 shares; 2026Q1: 1,531 shares 1,531 $116K 0.02% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,121 shares; 2025Q1: 2,121 shares; 2025Q2: 2,114 shares; 2025Q3: 2,114 shares; 2025Q4: 1,520 shares; 2026Q1: 1,498 shares 1,498 $115K 0.01% -22 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 99 shares; 2025Q2: 878 shares; 2025Q3: 1,056 shares; 2025Q4: 1,137 shares; 2026Q1: 497 shares 497 $113K 0.01% -640 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 434 shares; 2025Q1: 1,128 shares; 2025Q2: 1,564 shares; 2025Q3: 1,612 shares; 2025Q4: 1,153 shares; 2026Q1: 1,154 shares 1,154 $111K 0.01% +1 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,942 shares; 2024Q4: 6,976 shares; 2025Q1: 7,080 shares; 2025Q2: 7,066 shares; 2025Q3: 279 shares; 2025Q4: 225 shares; 2026Q1: 202 shares 202 $111K 0.01% -23 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: 622 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 622 shares; 2026Q1: 622 shares 622 $111K 0.01% 0 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 750 shares; 2025Q2: 774 shares; 2025Q3: 1,599 shares; 2025Q4: 1,720 shares; 2026Q1: 1,738 shares 1,738 $111K 0.01% +18 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 7 shares; 2025Q1: 18 shares; 2025Q2: 32 shares; 2025Q3: 30 shares; 2025Q4: 33 shares; 2026Q1: 26 shares 26 $109K 0.01% -7 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 298 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 333 shares 333 $109K 0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,254 shares; 2025Q1: 2,230 shares; 2025Q2: 2,230 shares; 2025Q3: 2,230 shares; 2025Q4: 2,230 shares; 2026Q1: 2,230 shares 2,230 $109K 0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 1,022 shares; 2025Q1: 1,024 shares; 2025Q2: 1,973 shares; 2025Q3: 958 shares; 2025Q4: 1,997 shares; 2026Q1: 1,997 shares 1,997 $107K 0.01% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 112 shares; 2025Q4: 1,002 shares; 2026Q1: 1,002 shares 1,002 $107K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,659 shares; 2024Q4: 2,509 shares; 2025Q1: 2,472 shares; 2025Q2: 2,186 shares; 2025Q3: 1,467 shares; 2025Q4: 1,519 shares; 2026Q1: 1,483 shares 1,483 $106K 0.01% -36 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,505 shares; 2025Q3: 2,505 shares; 2025Q4: 2,505 shares; 2026Q1: 2,505 shares 2,505 $106K 0.01% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,403 shares; 2025Q1: 1,403 shares; 2025Q2: 1,403 shares; 2025Q3: 1,403 shares; 2025Q4: 1,403 shares; 2026Q1: 1,403 shares 1,403 $105K 0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 508 shares; 2025Q2: 508 shares; 2025Q3: 510 shares; 2025Q4: 512 shares; 2026Q1: 528 shares 528 $104K 0.01% +16 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 808 shares; 2025Q4: 814 shares; 2026Q1: 903 shares 903 $101K 0.01% +89 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 489 shares 489 $100K 0.01% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $99K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 2,604 shares; 2025Q1: 3,144 shares; 2025Q2: 2,236 shares; 2025Q3: 1,416 shares; 2025Q4: 2,185 shares; 2026Q1: 2,224 shares 2,224 $98K 0.01% +39 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,444 shares; 2026Q1: 1,296 shares 1,296 $98K 0.01% -148 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 727 shares; 2025Q1: 731 shares; 2025Q2: 737 shares; 2025Q3: 740 shares; 2025Q4: 741 shares; 2026Q1: 750 shares 750 $98K 0.01% +9 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,728 shares; 2024Q4: 7,695 shares; 2025Q1: 1,168 shares; 2025Q2: 1,117 shares; 2025Q3: 1,085 shares; 2025Q4: 717 shares; 2026Q1: 540 shares 540 $97K 0.01% -177 Timeline MTX MINERALS TECHNOLOGIES INC More: the full row for MINERALS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 1,366 shares; 2026Q1: 1,366 shares 1,366 $96K 0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573 shares; 2024Q4: 1,456 shares; 2025Q1: 1,456 shares; 2025Q2: 1,456 shares; 2025Q3: 1,456 shares; 2025Q4: 1,823 shares; 2026Q1: 1,823 shares 1,823 $96K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 402 shares; 2025Q1: 409 shares; 2025Q2: 413 shares; 2025Q3: 421 shares; 2025Q4: 425 shares; 2026Q1: 605 shares 605 $95K 0.01% +180 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 181 shares; 2025Q1: 283 shares; 2025Q2: 291 shares; 2025Q3: 292 shares; 2025Q4: 273 shares; 2026Q1: 264 shares 264 $93K 0.01% -9 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,612 shares; 2025Q1: 1,707 shares; 2025Q2: 1,707 shares; 2025Q3: 1,707 shares; 2025Q4: 1,707 shares; 2026Q1: 1,707 shares 1,707 $92K 0.01% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 4,861 shares; 2025Q1: 4,787 shares; 2025Q2: 4,746 shares; 2025Q3: 368 shares; 2025Q4: 278 shares; 2026Q1: 259 shares 259 $92K 0.01% -19 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 3,020 shares; 2025Q1: 3,020 shares; 2025Q2: 3,020 shares; 2025Q3: 3,020 shares; 2025Q4: 3,020 shares; 2026Q1: 3,020 shares 3,020 $91K 0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 453 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 455 shares 455 $89K 0.01% 0 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,108 shares; 2024Q4: 21,108 shares; 2025Q1: 22,208 shares; 2025Q2: 22,208 shares; 2025Q3: 21,108 shares; 2025Q4: 22,208 shares; 2026Q1: 22,208 shares 22,208 $89K 0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,409 shares; 2025Q2: 1,093 shares; 2025Q3: 1,093 shares; 2025Q4: 1,093 shares; 2026Q1: 1,093 shares 1,093 $88K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 490 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 89 shares; 2025Q4: 408 shares; 2026Q1: 408 shares 408 $88K 0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,224 shares; 2026Q1: 1,156 shares 1,156 $87K 0.01% -68 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,568 shares; 2025Q1: 1,710 shares; 2025Q2: 1,568 shares; 2025Q3: 1,192 shares; 2025Q4: 1,568 shares; 2026Q1: 1,586 shares 1,586 $87K 0.01% +18 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $87K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 165 shares; 2025Q2: 164 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 194 shares 194 $86K 0.01% +9 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: not reported; 2025Q4: 619 shares; 2026Q1: 1,366 shares 1,366 $86K 0.01% +747 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,341 shares; 2025Q1: 1,341 shares; 2025Q2: 1,341 shares; 2025Q3: 1,341 shares; 2025Q4: 1,341 shares; 2026Q1: 1,341 shares 1,341 $86K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,563 shares; 2024Q4: 25,180 shares; 2025Q1: 25,216 shares; 2025Q2: 24,986 shares; 2025Q3: 1,016 shares; 2025Q4: 1,620 shares; 2026Q1: 1,596 shares 1,596 $84K 0.01% -24 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: 39 shares; 2025Q4: 161 shares; 2026Q1: 161 shares 161 $84K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 1,073 shares; 2025Q1: 1,373 shares; 2025Q2: 873 shares; 2025Q3: 1,873 shares; 2025Q4: 1,873 shares; 2026Q1: 1,773 shares 1,773 $83K 0.01% -100 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 1,401 shares; 2025Q1: 1,415 shares; 2025Q2: 1,493 shares; 2025Q3: 1,489 shares; 2025Q4: 1,312 shares; 2026Q1: 1,344 shares 1,344 $83K 0.01% +32 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 456 shares; 2025Q1: 450 shares; 2025Q2: 435 shares; 2025Q3: 440 shares; 2025Q4: 466 shares; 2026Q1: 512 shares 512 $82K 0.01% +46 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 436 shares; 2025Q1: 351 shares; 2025Q2: 341 shares; 2025Q3: 271 shares; 2025Q4: 263 shares; 2026Q1: 277 shares 277 $81K 0.01% +14 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 97 shares; 2025Q2: 122 shares; 2025Q3: 135 shares; 2025Q4: 141 shares; 2026Q1: 139 shares 139 $80K 0.01% -2 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 587 shares; 2025Q1: 594 shares; 2025Q2: 591 shares; 2025Q3: 587 shares; 2025Q4: 594 shares; 2026Q1: 614 shares 614 $77K 0.01% +20 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,611 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 781 shares; 2026Q1: 781 shares 781 $77K 0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,603 shares; 2024Q4: 1,603 shares; 2025Q1: 1,603 shares; 2025Q2: 1,603 shares; 2025Q3: 29 shares; 2025Q4: 529 shares; 2026Q1: 529 shares 529 $77K 0.01% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,325 shares; 2024Q4: 4,342 shares; 2025Q1: 3,426 shares; 2025Q2: 3,431 shares; 2025Q3: 3,436 shares; 2025Q4: 1,648 shares; 2026Q1: 1,590 shares 1,590 $77K 0.01% -58 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: 903 shares; 2025Q1: 811 shares; 2025Q2: 767 shares; 2025Q3: 792 shares; 2025Q4: 766 shares; 2026Q1: 741 shares 741 $76K 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; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 991 shares; 2025Q1: 1,017 shares; 2025Q2: 3,414 shares; 2025Q3: 3,301 shares; 2025Q4: 3,353 shares; 2026Q1: 3,342 shares 3,342 $75K 0.01% -11 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 144 shares; 2025Q2: 203 shares; 2025Q3: 212 shares; 2025Q4: 203 shares; 2026Q1: 340 shares 340 $74K 0.01% +137 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 819 shares; 2025Q2: 1,319 shares; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares; 2026Q1: 1,319 shares 1,319 $74K 0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,297 shares; 2024Q4: 7,606 shares; 2025Q1: 6,149 shares; 2025Q2: 3,062 shares; 2025Q3: 1,547 shares; 2025Q4: 882 shares; 2026Q1: 825 shares 825 $74K 0.01% -57 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564 shares; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 564 shares; 2026Q1: 564 shares 564 $74K 0.01% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 546 shares; 2025Q1: 1,157 shares; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 1,520 shares; 2026Q1: 1,520 shares 1,520 $73K 0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $73K 0.01% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 194 shares; 2025Q4: 365 shares; 2026Q1: 349 shares 349 $72K 0.01% -16 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 84 shares; 2025Q1: 91 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 341 shares; 2026Q1: 656 shares 656 $72K 0.01% +315 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,135 shares; 2024Q4: 46,043 shares; 2025Q1: 47,762 shares; 2025Q2: 48,870 shares; 2025Q3: 2,370 shares; 2025Q4: 1,514 shares; 2026Q1: 1,448 shares 1,448 $72K 0.01% -66 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 576 shares; 2026Q1: 1,022 shares 1,022 $72K 0.01% +446 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares 282 $71K 0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,964 shares; 2024Q4: 5,819 shares; 2025Q1: 4,761 shares; 2025Q2: 3,301 shares; 2025Q3: 2,101 shares; 2025Q4: 1,048 shares; 2026Q1: 941 shares 941 $71K 0.01% -107 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,213 shares; 2025Q1: 1,213 shares; 2025Q2: 1,213 shares; 2025Q3: 1,213 shares; 2025Q4: 1,213 shares; 2026Q1: 1,213 shares 1,213 $71K 0.01% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,941 shares; 2025Q4: 4,941 shares; 2026Q1: 4,941 shares 4,941 $70K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 255 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 255 shares 255 $70K 0.01% +1 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 307 shares; 2025Q2: 310 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 331 shares 331 $68K 0.01% +19 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,147 shares; 2024Q4: 26,358 shares; 2025Q1: 27,007 shares; 2025Q2: 53,804 shares; 2025Q3: 1,638 shares; 2025Q4: 1,536 shares; 2026Q1: 1,479 shares 1,479 $68K 0.01% -57 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: 160 shares; 2025Q2: 151 shares; 2025Q3: 137 shares; 2025Q4: 151 shares; 2026Q1: 157 shares 157 $68K 0.01% +6 Timeline FINX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,924 shares; 2025Q1: 15,493 shares; 2025Q2: 10,684 shares; 2025Q3: 10,256 shares; 2025Q4: 5,919 shares; 2026Q1: 2,944 shares 2,944 $68K 0.01% -2,975 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 395 shares; 2025Q1: 997 shares; 2025Q2: 1,257 shares; 2025Q3: 1,071 shares; 2025Q4: 955 shares; 2026Q1: 1,080 shares 1,080 $67K 0.01% +125 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 463 shares; 2024Q4: 601 shares; 2025Q1: 814 shares; 2025Q2: 949 shares; 2025Q3: 951 shares; 2025Q4: 957 shares; 2026Q1: 726 shares 726 $67K 0.01% -231 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 4,192 shares; 2025Q1: 882 shares; 2025Q2: 92 shares; 2025Q3: 240 shares; 2025Q4: 776 shares; 2026Q1: 676 shares 676 $66K 0.01% -100 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares; 2026Q1: 655 shares 655 $66K 0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $65K 0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,361 shares; 2024Q4: 8,604 shares; 2025Q1: 8,920 shares; 2025Q2: 9,061 shares; 2025Q3: 469 shares; 2025Q4: 388 shares; 2026Q1: 381 shares 381 $65K 0.01% -7 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 511 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $64K 0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 2,798 shares; 2025Q1: 2,766 shares; 2025Q2: 2,766 shares; 2025Q3: 2,470 shares; 2025Q4: 1,996 shares; 2026Q1: 1,980 shares 1,980 $64K 0.01% -16 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,120 shares; 2025Q1: 1,126 shares; 2025Q2: 1,130 shares; 2025Q3: 1,133 shares; 2025Q4: 1,147 shares; 2026Q1: 1,227 shares 1,227 $63K 0.01% +80 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,583 shares; 2024Q4: 2,583 shares; 2025Q1: 2,583 shares; 2025Q2: 2,583 shares; 2025Q3: 2,583 shares; 2025Q4: 2,583 shares; 2026Q1: 2,583 shares 2,583 $62K 0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,141 shares; 2025Q1: 2,141 shares; 2025Q2: 2,136 shares; 2025Q3: 2,136 shares; 2025Q4: 2,134 shares; 2026Q1: 1,307 shares 1,307 $61K 0.01% -827 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 460 shares; 2026Q1: 455 shares 455 $61K 0.01% -5 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $60K 0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 100 shares; 2025Q4: 1,500 shares; 2026Q1: 4,230 shares 4,230 $59K 0.01% +2,730 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,011 shares; 2024Q4: 8,059 shares; 2025Q1: 8,174 shares; 2025Q2: 8,142 shares; 2025Q3: 450 shares; 2025Q4: 411 shares; 2026Q1: 181 shares 181 $59K 0.01% -230 Timeline APEI AMERICAN PUB ED INC More: the full row for AMERICAN PUB ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,059 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: not reported; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares 1,040 $59K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,542 shares; 2024Q4: 7,680 shares; 2025Q1: 7,839 shares; 2025Q2: 7,784 shares; 2025Q3: 227 shares; 2025Q4: 214 shares; 2026Q1: 187 shares 187 $58K 0.01% -27 Timeline IZRL ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: not reported; 2025Q1: 2,189 shares; 2025Q2: 2,189 shares; 2025Q3: 2,189 shares; 2025Q4: 2,189 shares; 2026Q1: 2,189 shares 2,189 $58K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,792 shares; 2024Q4: 15,999 shares; 2025Q1: 16,366 shares; 2025Q2: 16,330 shares; 2025Q3: 621 shares; 2025Q4: 307 shares; 2026Q1: 267 shares 267 $56K 0.01% -40 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 596 shares; 2025Q1: 597 shares; 2025Q2: 602 shares; 2025Q3: 604 shares; 2025Q4: 602 shares; 2026Q1: 628 shares 628 $56K 0.01% +26 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 393 shares; 2025Q1: 996 shares; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 993 shares; 2026Q1: 997 shares 997 $56K 0.01% +4 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 1,395 shares; 2025Q4: 749 shares; 2026Q1: 719 shares 719 $55K 0.01% -30 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: 18 shares; 2025Q3: 115 shares; 2025Q4: 141 shares; 2026Q1: 143 shares 143 $55K 0.01% +2 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,784 shares; 2024Q4: 23,880 shares; 2025Q1: 24,510 shares; 2025Q2: 24,747 shares; 2025Q3: 1,034 shares; 2025Q4: 828 shares; 2026Q1: 782 shares 782 $55K 0.01% -46 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 1,515 shares; 2025Q1: 1,515 shares; 2025Q2: 1,515 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: 1,180 shares 1,180 $55K 0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 718 shares; 2025Q1: 980 shares; 2025Q2: 1,194 shares; 2025Q3: 696 shares; 2025Q4: 655 shares; 2026Q1: 677 shares 677 $54K 0.01% +22 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,883 shares; 2024Q4: 3,834 shares; 2025Q1: 2,672 shares; 2025Q2: 1,945 shares; 2025Q3: 754 shares; 2025Q4: 405 shares; 2026Q1: 361 shares 361 $54K 0.01% -44 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 327 shares; 2026Q1: 327 shares 327 $54K 0.01% 0 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 973 shares; 2026Q1: 973 shares 973 $54K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 374 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares 370 $52K 0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 113 shares; 2025Q2: 228 shares; 2025Q3: 233 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $52K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,959 shares; 2024Q4: 64,304 shares; 2025Q1: 65,998 shares; 2025Q2: 67,288 shares; 2025Q3: 2,046 shares; 2025Q4: 1,460 shares; 2026Q1: 1,353 shares 1,353 $52K 0.01% -107 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $52K 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91 shares; 2025Q1: 239 shares; 2025Q2: 328 shares; 2025Q3: 255 shares; 2025Q4: 262 shares; 2026Q1: 237 shares 237 $51K 0.01% -25 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,094 shares; 2024Q4: 1,094 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares; 2026Q1: 1,094 shares 1,094 $51K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 283 shares; 2025Q1: 526 shares; 2025Q2: 534 shares; 2025Q3: 541 shares; 2025Q4: 555 shares; 2026Q1: 583 shares 583 $48K 0.01% +28 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 930 shares; 2026Q1: 930 shares 930 $48K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 36 shares; 2025Q1: 117 shares; 2025Q2: 142 shares; 2025Q3: 89 shares; 2025Q4: 125 shares; 2026Q1: 114 shares 114 $47K 0.01% -11 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares 224 $47K 0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,265 shares; 2024Q4: 1,245 shares; 2025Q1: 884 shares; 2025Q2: 754 shares; 2025Q3: 522 shares; 2025Q4: 445 shares; 2026Q1: 238 shares 238 $46K 0.01% -207 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $46K 0.01% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,768 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 552 shares; 2026Q1: 414 shares 414 $45K 0.01% -138 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402 shares; 2024Q4: 402 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 408 shares; 2026Q1: 406 shares 406 $45K 0.01% -2 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,010 shares; 2025Q1: 1,113 shares; 2025Q2: 1,226 shares; 2025Q3: 977 shares; 2025Q4: 983 shares; 2026Q1: 983 shares 983 $45K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 545 shares 545 $44K 0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,827 shares; 2024Q4: 3,827 shares; 2025Q1: 3,827 shares; 2025Q2: 3,827 shares; 2025Q3: 927 shares; 2025Q4: 3,943 shares; 2026Q1: 3,943 shares 3,943 $44K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 1,032 shares; 2025Q1: 980 shares; 2025Q2: 982 shares; 2025Q3: 940 shares; 2025Q4: 997 shares; 2026Q1: 983 shares 983 $44K 0.01% -14 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 971 shares; 2025Q3: 971 shares; 2025Q4: 971 shares; 2026Q1: 971 shares 971 $44K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 541 shares; 2025Q1: 569 shares; 2025Q2: 573 shares; 2025Q3: 570 shares; 2025Q4: 605 shares; 2026Q1: 605 shares 605 $43K 0.01% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: 1,814 shares; 2025Q4: 1,690 shares; 2026Q1: 1,690 shares 1,690 $42K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 820 shares; 2025Q1: 827 shares; 2025Q2: 683 shares; 2025Q3: 679 shares; 2025Q4: 675 shares; 2026Q1: 504 shares 504 $42K 0.01% -171 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 203 shares; 2025Q2: 205 shares; 2025Q3: 208 shares; 2025Q4: 210 shares; 2026Q1: 227 shares 227 $42K 0.01% +17 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 624 shares; 2025Q3: 403 shares; 2025Q4: 403 shares; 2026Q1: 403 shares 403 $41K 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; 2024Q2: restricted; 2024Q3: 1,665 shares; 2024Q4: 1,736 shares; 2025Q1: 1,786 shares; 2025Q2: 1,801 shares; 2025Q3: 55 shares; 2025Q4: 39 shares; 2026Q1: 38 shares 38 $41K 0.01% -1 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 443 shares; 2025Q1: 514 shares; 2025Q2: 443 shares; 2025Q3: 433 shares; 2025Q4: 443 shares; 2026Q1: 443 shares 443 $41K 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; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 1,303 shares; 2025Q1: 1,098 shares; 2025Q2: 897 shares; 2025Q3: 750 shares; 2025Q4: 591 shares; 2026Q1: 554 shares 554 $40K 0.01% -37 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,968 shares; 2024Q4: 30,051 shares; 2025Q1: 2,071 shares; 2025Q2: 2,071 shares; 2025Q3: 344 shares; 2025Q4: 417 shares; 2026Q1: 417 shares 417 $39K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 264 shares; 2025Q3: 287 shares; 2025Q4: 286 shares; 2026Q1: 268 shares 268 $38K <0.01% -18 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 608 shares; 2025Q3: 608 shares; 2025Q4: 611 shares; 2026Q1: 608 shares 608 $36K <0.01% -3 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 495 shares 495 $36K <0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 349 shares; 2026Q1: 316 shares 316 $36K <0.01% -33 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: not reported; 2025Q4: 410 shares; 2026Q1: 410 shares 410 $36K <0.01% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 571 shares; 2024Q4: 541 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 556 shares; 2025Q4: 564 shares; 2026Q1: 528 shares 528 $36K <0.01% -36 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 2,364 shares; 2025Q1: 1,895 shares; 2025Q2: 1,099 shares; 2025Q3: 1,065 shares; 2025Q4: 975 shares; 2026Q1: 911 shares 911 $35K <0.01% -64 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 36 shares; 2025Q4: 131 shares; 2026Q1: 131 shares 131 $35K <0.01% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 202 shares 202 $34K <0.01% 0 Timeline WMK WEIS MKTS INC More: the full row for WEIS MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $34K <0.01% 0 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: not reported; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $34K <0.01% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 161 shares; 2025Q3: 261 shares; 2025Q4: 261 shares; 2026Q1: 261 shares 261 $34K <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $33K <0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $33K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 10 shares 10 $33K <0.01% +6 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $32K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 498 shares; 2025Q1: 463 shares; 2025Q2: 460 shares; 2025Q3: 568 shares; 2025Q4: 566 shares; 2026Q1: 456 shares 456 $32K <0.01% -110 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,598 shares; 2024Q4: 7,936 shares; 2025Q1: 3,275 shares; 2025Q2: 3,066 shares; 2025Q3: 2,940 shares; 2025Q4: 1,401 shares; 2026Q1: 1,397 shares 1,397 $31K <0.01% -4 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 528 shares; 2026Q1: 528 shares 528 $31K <0.01% 0 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,018 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 569 shares; 2026Q1: 569 shares 569 $31K <0.01% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,374 shares; 2025Q2: 1,203 shares; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares; 2026Q1: 1,203 shares 1,203 $30K <0.01% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 940 shares; 2024Q4: 940 shares; 2025Q1: 940 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 940 shares; 2026Q1: 940 shares 940 $30K <0.01% 0 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $29K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 472 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $29K <0.01% 0 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares 540 $29K <0.01% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 405 shares 405 $29K <0.01% 0 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: 1,862 shares; 2025Q1: 1,862 shares; 2025Q2: 1,862 shares; 2025Q3: 1,862 shares; 2025Q4: 1,862 shares; 2026Q1: 1,862 shares 1,862 $29K <0.01% 0 Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 534 shares; 2025Q1: 537 shares; 2025Q2: 540 shares; 2025Q3: 542 shares; 2025Q4: 544 shares; 2026Q1: 547 shares 547 $29K <0.01% +3 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204 shares; 2026Q1: 248 shares 248 $28K <0.01% +44 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 402 shares; 2025Q1: 291 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $28K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,422 shares; 2025Q1: 1,523 shares; 2025Q2: 1,522 shares; 2025Q3: 1,220 shares; 2025Q4: 1,208 shares; 2026Q1: 1,205 shares 1,205 $28K <0.01% -3 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,957 shares; 2024Q4: 19,063 shares; 2025Q1: 19,419 shares; 2025Q2: 19,441 shares; 2025Q3: 485 shares; 2025Q4: 259 shares; 2026Q1: 248 shares 248 $28K <0.01% -11 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares; 2026Q1: 506 shares 506 $28K <0.01% -505 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 247 shares; 2025Q1: 251 shares; 2025Q2: 173 shares; 2025Q3: 172 shares; 2025Q4: 178 shares; 2026Q1: 177 shares 177 $28K <0.01% -1 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 856 shares; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: 802 shares; 2025Q4: 716 shares; 2026Q1: 716 shares 716 $27K <0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108 shares 108 $27K <0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 737 shares; 2025Q1: 588 shares; 2025Q2: 657 shares; 2025Q3: 664 shares; 2025Q4: 876 shares; 2026Q1: 991 shares 991 $27K <0.01% +115 Timeline RZV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,089 shares; 2025Q1: 781 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 222 shares 222 $27K <0.01% 0 Timeline NIKL SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 680 shares; 2026Q1: 1,716 shares 1,716 $27K <0.01% +1,036 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 576 shares; 2025Q4: 576 shares; 2026Q1: 576 shares 576 $26K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 300 shares; 2025Q1: 410 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 285 shares 285 $26K <0.01% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $26K <0.01% 0 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 51 shares; 2025Q4: 191 shares; 2026Q1: 191 shares 191 $26K <0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 259 shares; 2026Q1: 259 shares 259 $25K <0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 59 shares 59 $25K <0.01% +3 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 827 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $25K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 385 shares; 2025Q1: 390 shares; 2025Q2: 391 shares; 2025Q3: 394 shares; 2025Q4: 410 shares; 2026Q1: 410 shares 410 $25K <0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 346 shares; 2025Q1: 466 shares; 2025Q2: 346 shares; 2025Q3: 350 shares; 2025Q4: 336 shares; 2026Q1: 292 shares 292 $25K <0.01% -44 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,596 shares; 2024Q4: 1,852 shares; 2025Q1: 660 shares; 2025Q2: 287 shares; 2025Q3: 278 shares; 2025Q4: 278 shares; 2026Q1: 278 shares 278 $25K <0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: 511 shares; 2025Q4: 511 shares; 2026Q1: 511 shares 511 $25K <0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 176 shares; 2025Q2: 172 shares; 2025Q3: 174 shares; 2025Q4: 181 shares; 2026Q1: 174 shares 174 $25K <0.01% -7 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 850 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $24K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 299 shares; 2025Q1: 303 shares; 2025Q2: 301 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 301 shares 301 $24K <0.01% -3 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 289 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 226 shares 226 $24K <0.01% +141 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 189 shares; 2025Q1: 833 shares; 2025Q2: 921 shares; 2025Q3: 323 shares; 2025Q4: 332 shares; 2026Q1: 320 shares 320 $24K <0.01% -12 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 395 shares; 2025Q1: 574 shares; 2025Q2: 649 shares; 2025Q3: 649 shares; 2025Q4: 649 shares; 2026Q1: 609 shares 609 $24K <0.01% -40 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 138 shares 138 $24K <0.01% +88 Timeline STOK STOKE THERAPEUTICS INC More: the full row for STOKE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $24K <0.01% 0 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 275 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 90 shares; 2025Q4: 245 shares; 2026Q1: 245 shares 245 $24K <0.01% 0 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 747 shares 747 $23K <0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 238 shares; 2025Q1: 233 shares; 2025Q2: 235 shares; 2025Q3: 226 shares; 2025Q4: 219 shares; 2026Q1: 198 shares 198 $23K <0.01% -21 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169 shares; 2024Q4: 171 shares; 2025Q1: 419 shares; 2025Q2: 416 shares; 2025Q3: 398 shares; 2025Q4: 418 shares; 2026Q1: 508 shares 508 $23K <0.01% +90 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $23K <0.01% 0 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57 shares; 2026Q1: 174 shares 174 $23K <0.01% +117 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: not reported; 2025Q1: 680 shares; 2025Q2: not reported; 2025Q3: 278 shares; 2025Q4: 256 shares; 2026Q1: 256 shares 256 $22K <0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $22K <0.01% 0 Timeline WOLF WOLFSPEED INC More: the full row for WOLFSPEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 222 shares; 2025Q4: 171 shares; 2026Q1: 1,387 shares 1,387 $22K <0.01% +1,216 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 313 shares; 2025Q2: 310 shares; 2025Q3: 316 shares; 2025Q4: 332 shares; 2026Q1: 335 shares 335 $22K <0.01% +3 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 202 shares; 2025Q2: 198 shares; 2025Q3: 76 shares; 2025Q4: 79 shares; 2026Q1: 135 shares 135 $22K <0.01% +56 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 411 shares; 2025Q4: 411 shares; 2026Q1: 411 shares 411 $22K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 50 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 59 shares 59 $21K <0.01% +5 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 236 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 235 shares 235 $21K <0.01% 0 Timeline