VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,086 shares; 2025Q2: 166,687 shares; 2025Q3: 182,538 shares; 2025Q4: 480,051 shares; 2026Q1: 602,359 shares 602,359 $45.3M 8.6% +122,308 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: 35,282 shares; 2024Q4: 37,955 shares; 2025Q1: 42,523 shares; 2025Q2: 63,131 shares; 2025Q3: 65,513 shares; 2025Q4: 66,608 shares; 2026Q1: 70,491 shares 70,491 $42.1M 8% +3,883 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,467,582 shares; 2024Q4: 1,505,944 shares; 2025Q1: 1,349,447 shares; 2025Q2: 1,377,827 shares; 2025Q3: 1,436,554 shares; 2025Q4: 1,494,604 shares; 2026Q1: 1,554,058 shares 1,554,058 $35.6M 6.76% +59,454 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,611 shares; 2024Q4: 185,824 shares; 2025Q1: 255,579 shares; 2025Q2: 245,018 shares; 2025Q3: 276,754 shares; 2025Q4: 324,656 shares; 2026Q1: 404,177 shares 404,177 $31.3M 5.94% +79,521 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 586,079 shares; 2024Q4: 1,009,192 shares; 2025Q1: 1,097,679 shares; 2025Q2: 908,131 shares; 2025Q3: 937,225 shares; 2025Q4: 953,714 shares; 2026Q1: 698,058 shares 698,058 $25.3M 4.81% -255,656 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: 121,566 shares; 2024Q4: 129,565 shares; 2025Q1: 240,612 shares; 2025Q2: 202,495 shares; 2025Q3: 208,323 shares; 2025Q4: 213,721 shares; 2026Q1: 183,973 shares 183,973 $22.9M 4.34% -29,748 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: 370,956 shares; 2024Q4: 365,664 shares; 2025Q1: 368,344 shares; 2025Q2: 367,541 shares; 2025Q3: 374,328 shares; 2025Q4: 388,938 shares; 2026Q1: 398,220 shares 398,220 $19.5M 3.7% +9,282 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,753 shares; 2024Q4: 184,217 shares; 2025Q1: 180,791 shares; 2025Q2: 164,704 shares; 2025Q3: 189,446 shares; 2025Q4: 223,117 shares; 2026Q1: 232,513 shares 232,513 $17.5M 3.33% +9,396 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: 513,060 shares; 2024Q4: 305,939 shares; 2025Q1: 320,108 shares; 2025Q2: 309,352 shares; 2025Q3: 311,354 shares; 2025Q4: 311,255 shares; 2026Q1: 330,356 shares 330,356 $16.7M 3.18% +19,101 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344,669 shares; 2024Q4: 362,838 shares; 2025Q1: 383,700 shares; 2025Q2: 373,289 shares; 2025Q3: 406,309 shares; 2025Q4: 423,125 shares; 2026Q1: 454,898 shares 454,898 $16.5M 3.13% +31,773 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: 26,100 shares; 2024Q4: 25,228 shares; 2025Q1: 24,926 shares; 2025Q2: 24,902 shares; 2025Q3: 24,756 shares; 2025Q4: 24,302 shares; 2026Q1: 23,991 shares 23,991 $15.7M 2.98% -311 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,644 shares 129,644 $10.4M 1.98% new Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,953 shares; 2024Q4: 178,234 shares; 2025Q1: 208,875 shares; 2025Q2: 179,995 shares; 2025Q3: 197,067 shares; 2025Q4: 220,062 shares; 2026Q1: 269,777 shares 269,777 $10.1M 1.91% +49,715 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: 12,826 shares; 2024Q4: 12,870 shares; 2025Q1: 15,104 shares; 2025Q2: 35,976 shares; 2025Q3: 35,771 shares; 2025Q4: 35,703 shares; 2026Q1: 34,990 shares 34,990 $9.16M 1.74% -713 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: 12,678 shares; 2024Q4: 12,770 shares; 2025Q1: 12,288 shares; 2025Q2: 12,195 shares; 2025Q3: 13,076 shares; 2025Q4: 57,654 shares; 2026Q1: 153,033 shares 153,033 $7.46M 1.42% +95,379 Timeline VIGI 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: 46,890 shares; 2024Q4: 53,172 shares; 2025Q1: 60,849 shares; 2025Q2: 44,839 shares; 2025Q3: 50,682 shares; 2025Q4: 61,051 shares; 2026Q1: 82,170 shares 82,170 $7.27M 1.38% +21,119 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: 35,576 shares; 2024Q4: 35,249 shares; 2025Q1: 34,715 shares; 2025Q2: 33,881 shares; 2025Q3: 32,366 shares; 2025Q4: 30,857 shares; 2026Q1: 30,801 shares 30,801 $6.62M 1.26% -56 Timeline PRFZ 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: 24,203 shares; 2024Q4: 24,233 shares; 2025Q1: 74,597 shares; 2025Q2: 146,392 shares; 2025Q3: 145,650 shares; 2025Q4: 144,661 shares; 2026Q1: 143,143 shares 143,143 $6.57M 1.25% -1,518 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,235 shares; 2025Q3: 47,524 shares; 2025Q4: 47,128 shares; 2026Q1: 46,833 shares 46,833 $6.48M 1.23% -295 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: 24,199 shares; 2024Q4: 23,882 shares; 2025Q1: 24,791 shares; 2025Q2: 23,795 shares; 2025Q3: 24,091 shares; 2025Q4: 24,003 shares; 2026Q1: 24,511 shares 24,511 $6.22M 1.18% +508 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: 110,568 shares; 2024Q4: 298,898 shares; 2025Q1: 271,857 shares; 2025Q2: 253,826 shares; 2025Q3: 243,399 shares; 2025Q4: 219,603 shares; 2026Q1: 203,090 shares 203,090 $5.66M 1.07% -16,513 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: 932 shares; 2024Q4: 916 shares; 2025Q1: 1,049 shares; 2025Q2: 16,087 shares; 2025Q3: 15,598 shares; 2025Q4: 15,097 shares; 2026Q1: 16,871 shares 16,871 $5.41M 1.03% +1,774 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: 82,823 shares; 2024Q4: 77,634 shares; 2025Q1: 75,040 shares; 2025Q2: 88,017 shares; 2025Q3: 87,537 shares; 2025Q4: 82,915 shares; 2026Q1: 83,843 shares 83,843 $5.37M 1.02% +928 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: 62,289 shares; 2024Q4: 62,224 shares; 2025Q1: 62,592 shares; 2025Q2: 63,511 shares; 2025Q3: 63,615 shares; 2025Q4: 63,930 shares; 2026Q1: 70,284 shares 70,284 $5.35M 1.02% +6,354 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,283 shares; 2024Q4: 53,632 shares; 2025Q1: 53,025 shares; 2025Q2: 92,913 shares; 2025Q3: 92,331 shares; 2025Q4: 92,047 shares; 2026Q1: 90,376 shares 90,376 $4.77M 0.91% -1,671 Timeline PXF 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: 59,530 shares; 2024Q4: 66,884 shares; 2025Q1: 66,053 shares; 2025Q2: 66,905 shares; 2025Q3: 65,550 shares; 2025Q4: 64,874 shares; 2026Q1: 64,640 shares 64,640 $4.52M 0.86% -234 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: 11,515 shares; 2024Q4: 11,482 shares; 2025Q1: 11,299 shares; 2025Q2: 11,152 shares; 2025Q3: 11,063 shares; 2025Q4: 11,058 shares; 2026Q1: 10,548 shares 10,548 $4.5M 0.85% -510 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: 58,904 shares; 2024Q4: 54,376 shares; 2025Q1: 53,606 shares; 2025Q2: 53,027 shares; 2025Q3: 50,115 shares; 2025Q4: 50,256 shares; 2026Q1: 50,342 shares 50,342 $3.79M 0.72% +86 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,293 shares; 2024Q4: 5,303 shares; 2025Q1: 4,735 shares; 2025Q2: 4,655 shares; 2025Q3: 4,744 shares; 2025Q4: 4,743 shares; 2026Q1: 5,420 shares 5,420 $3.52M 0.67% +677 Timeline VOOG 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: 11,001 shares; 2024Q4: 10,071 shares; 2025Q1: 9,668 shares; 2025Q2: 9,534 shares; 2025Q3: 9,495 shares; 2025Q4: 9,162 shares; 2026Q1: 8,623 shares 8,623 $3.52M 0.67% -539 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: 12,772 shares; 2024Q4: 13,296 shares; 2025Q1: 13,972 shares; 2025Q2: 15,253 shares; 2025Q3: 16,962 shares; 2025Q4: 17,438 shares; 2026Q1: 19,564 shares 19,564 $3.41M 0.65% +2,126 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: 93,803 shares; 2024Q4: 180,954 shares; 2025Q1: 163,308 shares; 2025Q2: 133,143 shares; 2025Q3: 129,197 shares; 2025Q4: 117,727 shares; 2026Q1: 103,188 shares 103,188 $3.35M 0.64% -14,539 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: 748 shares; 2024Q4: 683 shares; 2025Q1: 711 shares; 2025Q2: 4,174 shares; 2025Q3: 4,182 shares; 2025Q4: 3,837 shares; 2026Q1: 3,616 shares 3,616 $3.33M 0.63% -221 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: 8,116 shares; 2024Q4: 8,137 shares; 2025Q1: 7,975 shares; 2025Q2: 8,688 shares; 2025Q3: 8,518 shares; 2025Q4: 8,156 shares; 2026Q1: 8,892 shares 8,892 $3.29M 0.63% +736 Timeline DFEV 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: 90,879 shares; 2024Q4: 90,258 shares; 2025Q1: 91,216 shares; 2025Q2: 89,314 shares; 2025Q3: 89,440 shares; 2025Q4: 88,966 shares; 2026Q1: 88,975 shares 88,975 $3.18M 0.6% +9 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: 6,932 shares; 2024Q4: 7,023 shares; 2025Q1: 7,216 shares; 2025Q2: 7,386 shares; 2025Q3: 7,538 shares; 2025Q4: 7,210 shares; 2026Q1: 7,290 shares 7,290 $2.71M 0.51% +80 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,525 shares; 2025Q1: 19,674 shares; 2025Q2: 19,675 shares; 2025Q3: 17,902 shares; 2025Q4: 16,095 shares; 2026Q1: 16,328 shares 16,328 $2.64M 0.5% +233 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: 9,615 shares; 2024Q4: 10,020 shares; 2025Q1: 10,012 shares; 2025Q2: 10,026 shares; 2025Q3: 10,038 shares; 2025Q4: 20,345 shares; 2026Q1: 18,971 shares 18,971 $2.52M 0.48% -1,374 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,690 shares; 2024Q4: 24,697 shares; 2025Q1: 24,686 shares; 2025Q2: 22,478 shares; 2025Q3: 22,477 shares; 2025Q4: 22,187 shares; 2026Q1: 21,370 shares 21,370 $2.45M 0.47% -817 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: 34,532 shares; 2024Q4: 47,261 shares; 2025Q1: 50,204 shares; 2025Q2: 43,364 shares; 2025Q3: 44,743 shares; 2025Q4: 43,418 shares; 2026Q1: 45,203 shares 45,203 $2.44M 0.46% +1,785 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,659 shares; 2024Q4: 91,757 shares; 2025Q1: 91,458 shares; 2025Q2: 90,673 shares; 2025Q3: 90,787 shares; 2025Q4: 84,923 shares; 2026Q1: 85,038 shares 85,038 $2.18M 0.41% +115 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: 12,423 shares; 2024Q4: 12,434 shares; 2025Q1: 11,719 shares; 2025Q2: 11,498 shares; 2025Q3: 10,938 shares; 2025Q4: 10,874 shares; 2026Q1: 10,921 shares 10,921 $2.14M 0.41% +47 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: 7,520 shares; 2024Q4: 7,677 shares; 2025Q1: 7,228 shares; 2025Q2: 6,647 shares; 2025Q3: 6,349 shares; 2025Q4: 6,455 shares; 2026Q1: 6,634 shares 6,634 $2.05M 0.39% +179 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,539 shares; 2024Q4: 5,539 shares; 2025Q1: 5,539 shares; 2025Q2: 5,539 shares; 2025Q3: 5,539 shares; 2025Q4: 5,539 shares; 2026Q1: 5,539 shares 5,539 $2.05M 0.39% 0 Timeline DGRW 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: 10,587 shares; 2024Q4: 9,518 shares; 2025Q1: 9,663 shares; 2025Q2: 20,983 shares; 2025Q3: 20,485 shares; 2025Q4: 20,424 shares; 2026Q1: 22,315 shares 22,315 $1.96M 0.37% +1,891 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,311 shares; 2024Q4: 6,362 shares; 2025Q1: 6,362 shares; 2025Q2: 6,430 shares; 2025Q3: 5,962 shares; 2025Q4: 5,948 shares; 2026Q1: 6,659 shares 6,659 $1.96M 0.37% +711 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: 5,553 shares; 2024Q4: 5,224 shares; 2025Q1: 5,309 shares; 2025Q2: 5,683 shares; 2025Q3: 5,732 shares; 2025Q4: 5,756 shares; 2026Q1: 6,712 shares 6,712 $1.93M 0.37% +956 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,917 shares; 2024Q4: 13,548 shares; 2025Q1: 10,854 shares; 2025Q2: 18,389 shares; 2025Q3: 18,752 shares; 2025Q4: 14,353 shares; 2026Q1: 9,199 shares 9,199 $1.92M 0.36% -5,154 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,397 shares; 2024Q4: 26,023 shares; 2025Q1: 25,803 shares; 2025Q2: 22,979 shares; 2025Q3: 22,712 shares; 2025Q4: 21,865 shares; 2026Q1: 21,387 shares 21,387 $1.85M 0.35% -478 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: 4,289 shares; 2024Q4: 4,320 shares; 2025Q1: 4,381 shares; 2025Q2: 4,619 shares; 2025Q3: 5,259 shares; 2025Q4: 5,566 shares; 2026Q1: 5,959 shares 5,959 $1.71M 0.33% +393 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: 39,782 shares; 2024Q4: 39,492 shares; 2025Q1: 39,200 shares; 2025Q2: 38,966 shares; 2025Q3: 38,882 shares; 2025Q4: 36,616 shares; 2026Q1: 35,338 shares 35,338 $1.68M 0.32% -1,278 Timeline VSDM 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: not reported; 2025Q2: 222,336 shares; 2025Q3: 224,336 shares; 2025Q4: 19,235 shares; 2026Q1: 21,501 shares 21,501 $1.64M 0.31% +2,266 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: 7,145 shares; 2024Q4: 7,132 shares; 2025Q1: 7,357 shares; 2025Q2: 7,507 shares; 2025Q3: 7,125 shares; 2025Q4: 7,000 shares; 2026Q1: 6,807 shares 6,807 $1.61M 0.31% -193 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: 4,239 shares; 2024Q4: 4,142 shares; 2025Q1: 4,233 shares; 2025Q2: 3,679 shares; 2025Q3: 3,577 shares; 2025Q4: 3,375 shares; 2026Q1: 3,344 shares 3,344 $1.6M 0.3% -31 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: 6,303 shares; 2024Q4: 6,453 shares; 2025Q1: 6,021 shares; 2025Q2: 6,653 shares; 2025Q3: 6,488 shares; 2025Q4: 6,662 shares; 2026Q1: 12,549 shares 12,549 $1.56M 0.3% +5,887 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,488 shares; 2024Q4: 25,695 shares; 2025Q1: 23,838 shares; 2025Q2: 21,264 shares; 2025Q3: 22,689 shares; 2025Q4: 21,847 shares; 2026Q1: 18,029 shares 18,029 $1.41M 0.27% -3,818 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: 7,946 shares; 2024Q4: 7,192 shares; 2025Q1: 7,054 shares; 2025Q2: 6,946 shares; 2025Q3: 6,715 shares; 2025Q4: 6,469 shares; 2026Q1: 6,445 shares 6,445 $1.38M 0.26% -24 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,847 shares; 2024Q4: 16,776 shares; 2025Q1: 16,705 shares; 2025Q2: 16,490 shares; 2025Q3: 16,215 shares; 2025Q4: 15,872 shares; 2026Q1: 15,872 shares 15,872 $1.33M 0.25% 0 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: 3,737 shares; 2024Q4: 3,789 shares; 2025Q1: 3,756 shares; 2025Q2: 4,249 shares; 2025Q3: 4,280 shares; 2025Q4: 3,853 shares; 2026Q1: 4,031 shares 4,031 $1.33M 0.25% +178 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,663 shares; 2024Q4: 17,422 shares; 2025Q1: 16,397 shares; 2025Q2: 16,193 shares; 2025Q3: 14,501 shares; 2025Q4: 14,319 shares; 2026Q1: 14,072 shares 14,072 $1.32M 0.25% -247 Timeline ILCV 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: 12,400 shares; 2024Q4: 12,400 shares; 2025Q1: 12,400 shares; 2025Q2: 12,400 shares; 2025Q3: 12,400 shares; 2025Q4: 12,400 shares; 2026Q1: 12,400 shares 12,400 $1.15M 0.22% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,277 shares; 2024Q4: 4,276 shares; 2025Q1: 4,281 shares; 2025Q2: 4,289 shares; 2025Q3: 4,321 shares; 2025Q4: 4,351 shares; 2026Q1: 4,523 shares 4,523 $1.12M 0.21% +172 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: 3,916 shares; 2024Q4: 3,724 shares; 2025Q1: 3,050 shares; 2025Q2: 3,594 shares; 2025Q3: 3,516 shares; 2025Q4: 3,160 shares; 2026Q1: 4,487 shares 4,487 $1.1M 0.21% +1,327 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,277 shares; 2024Q4: 4,285 shares; 2025Q1: 4,023 shares; 2025Q2: 3,831 shares; 2025Q3: 3,771 shares; 2025Q4: 3,377 shares; 2026Q1: 3,383 shares 3,383 $1.08M 0.2% +6 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: 22,116 shares; 2024Q4: 65,762 shares; 2025Q1: 56,060 shares; 2025Q2: 42,832 shares; 2025Q3: 39,285 shares; 2025Q4: 34,041 shares; 2026Q1: 34,311 shares 34,311 $1.05M 0.2% +270 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 2,944 shares; 2025Q1: 2,857 shares; 2025Q2: 3,403 shares; 2025Q3: 3,402 shares; 2025Q4: 3,376 shares; 2026Q1: 3,706 shares 3,706 $1.05M 0.2% +330 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD 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: 13,887 shares 13,887 $1.05M 0.2% new 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: 6,324 shares; 2024Q4: 6,446 shares; 2025Q1: 6,840 shares; 2025Q2: 7,246 shares; 2025Q3: 7,075 shares; 2025Q4: 5,930 shares; 2026Q1: 7,147 shares 7,147 $1.03M 0.2% +1,217 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,187 shares; 2024Q4: 9,196 shares; 2025Q1: 9,170 shares; 2025Q2: 9,178 shares; 2025Q3: 9,172 shares; 2025Q4: 9,080 shares; 2026Q1: 9,086 shares 9,086 $1.03M 0.2% +6 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: 8,420 shares; 2024Q4: 29,458 shares; 2025Q1: 37,415 shares; 2025Q2: 34,318 shares; 2025Q3: 33,367 shares; 2025Q4: 33,104 shares; 2026Q1: 32,836 shares 32,836 $1M 0.19% -268 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,233 shares; 2025Q3: 8,991 shares; 2025Q4: 14,391 shares; 2026Q1: 10,705 shares 10,705 $981K 0.19% -3,686 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: 2,245 shares; 2024Q4: 2,763 shares; 2025Q1: 3,834 shares; 2025Q2: 3,450 shares; 2025Q3: 3,933 shares; 2025Q4: 4,506 shares; 2026Q1: 5,389 shares 5,389 $914K 0.17% +883 Timeline VOOV 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: 6,940 shares; 2024Q4: 5,314 shares; 2025Q1: 5,010 shares; 2025Q2: 4,526 shares; 2025Q3: 4,432 shares; 2025Q4: 4,450 shares; 2026Q1: 4,472 shares 4,472 $911K 0.17% +22 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 4,046 shares; 2025Q1: 4,020 shares; 2025Q2: 4,093 shares; 2025Q3: 4,099 shares; 2025Q4: 4,134 shares; 2026Q1: 4,672 shares 4,672 $901K 0.17% +538 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,295 shares; 2024Q4: 7,420 shares; 2025Q1: 7,375 shares; 2025Q2: 6,572 shares; 2025Q3: 8,928 shares; 2025Q4: 7,516 shares; 2026Q1: 12,117 shares 12,117 $892K 0.17% +4,601 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: 2,106 shares; 2024Q4: 2,129 shares; 2025Q1: 2,156 shares; 2025Q2: 2,301 shares; 2025Q3: 2,358 shares; 2025Q4: 2,409 shares; 2026Q1: 5,833 shares 5,833 $858K 0.16% +3,424 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: 1,489 shares; 2024Q4: 1,044 shares; 2025Q1: 1,044 shares; 2025Q2: 1,045 shares; 2025Q3: 1,243 shares; 2025Q4: 1,244 shares; 2026Q1: 1,477 shares 1,477 $852K 0.16% +233 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,714 shares 16,714 $848K 0.16% new 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: 2,361 shares; 2024Q4: 2,723 shares; 2025Q1: 2,945 shares; 2025Q2: 3,496 shares; 2025Q3: 3,794 shares; 2025Q4: 3,754 shares; 2026Q1: 4,031 shares 4,031 $834K 0.16% +277 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: 491 shares; 2024Q4: 501 shares; 2025Q1: 626 shares; 2025Q2: 712 shares; 2025Q3: 696 shares; 2025Q4: 689 shares; 2026Q1: 825 shares 825 $822K 0.16% +136 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: 13,454 shares; 2024Q4: 10,067 shares; 2025Q1: 9,786 shares; 2025Q2: 9,773 shares; 2025Q3: 8,455 shares; 2025Q4: 7,927 shares; 2026Q1: 7,277 shares 7,277 $798K 0.15% -650 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: 857 shares; 2024Q4: 866 shares; 2025Q1: 1,033 shares; 2025Q2: 1,059 shares; 2025Q3: 1,048 shares; 2025Q4: 1,055 shares; 2026Q1: 1,105 shares 1,105 $783K 0.15% +50 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,816 shares; 2024Q4: 11,748 shares; 2025Q1: 11,609 shares; 2025Q2: 11,198 shares; 2025Q3: 12,410 shares; 2025Q4: 11,706 shares; 2026Q1: 11,178 shares 11,178 $780K 0.15% -528 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: 1,560 shares; 2024Q4: 1,622 shares; 2025Q1: 1,647 shares; 2025Q2: 2,107 shares; 2025Q3: 2,272 shares; 2025Q4: 2,255 shares; 2026Q1: 2,576 shares 2,576 $778K 0.15% +321 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,884 shares; 2024Q4: 3,887 shares; 2025Q1: 3,884 shares; 2025Q2: 2,930 shares; 2025Q3: 2,901 shares; 2025Q4: 2,907 shares; 2026Q1: 2,912 shares 2,912 $774K 0.15% +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: 2,251 shares; 2024Q4: 2,260 shares; 2025Q1: 2,276 shares; 2025Q2: 2,278 shares; 2025Q3: 2,280 shares; 2025Q4: 2,273 shares; 2026Q1: 2,169 shares 2,169 $773K 0.15% -104 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: 2,966 shares; 2024Q4: 2,884 shares; 2025Q1: 2,795 shares; 2025Q2: 3,465 shares; 2025Q3: 3,415 shares; 2025Q4: 3,259 shares; 2026Q1: 3,423 shares 3,423 $744K 0.14% +164 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 728 shares; 2025Q1: 701 shares; 2025Q2: 848 shares; 2025Q3: 844 shares; 2025Q4: 821 shares; 2026Q1: 828 shares 828 $723K 0.14% +7 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,462 shares; 2024Q4: 4,493 shares; 2025Q1: 130,491 shares; 2025Q2: 4,130 shares; 2025Q3: 4,203 shares; 2025Q4: 4,699 shares; 2026Q1: 5,119 shares 5,119 $708K 0.13% +420 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,185 shares; 2025Q3: 8,111 shares; 2025Q4: 3,464 shares; 2026Q1: 9,131 shares 9,131 $704K 0.13% +5,667 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: 611 shares; 2024Q4: 644 shares; 2025Q1: 684 shares; 2025Q2: 786 shares; 2025Q3: 840 shares; 2025Q4: 903 shares; 2026Q1: 1,161 shares 1,161 $665K 0.13% +258 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: 3,629 shares; 2024Q4: 3,671 shares; 2025Q1: 3,731 shares; 2025Q2: 4,131 shares; 2025Q3: 4,065 shares; 2025Q4: 4,116 shares; 2026Q1: 4,161 shares 4,161 $664K 0.13% +45 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: 6,305 shares; 2024Q4: 6,166 shares; 2025Q1: 5,957 shares; 2025Q2: 5,979 shares; 2025Q3: 4,236 shares; 2025Q4: 4,249 shares; 2026Q1: 4,260 shares 4,260 $631K 0.12% +11 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,656 shares; 2025Q1: 3,658 shares; 2025Q2: 8,683 shares; 2025Q3: 8,100 shares; 2025Q4: 8,110 shares; 2026Q1: 7,987 shares 7,987 $620K 0.12% -123 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: 930 shares; 2024Q4: 955 shares; 2025Q1: 980 shares; 2025Q2: 1,082 shares; 2025Q3: 1,090 shares; 2025Q4: 1,083 shares; 2026Q1: 1,225 shares 1,225 $612K 0.12% +142 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: 10,526 shares; 2024Q4: 10,565 shares; 2025Q1: 10,766 shares; 2025Q2: 10,818 shares; 2025Q3: 10,818 shares; 2025Q4: 10,828 shares; 2026Q1: 13,168 shares 13,168 $605K 0.12% +2,340 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: 666 shares; 2024Q4: 676 shares; 2025Q1: 680 shares; 2025Q2: 733 shares; 2025Q3: 734 shares; 2025Q4: 731 shares; 2026Q1: 1,827 shares 1,827 $600K 0.11% +1,096 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: 9,758 shares; 2024Q4: 7,119 shares; 2025Q1: 7,137 shares; 2025Q2: 7,265 shares; 2025Q3: 7,408 shares; 2025Q4: 7,396 shares; 2026Q1: 7,353 shares 7,353 $585K 0.11% -43 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,982 shares; 2024Q4: 9,723 shares; 2025Q1: 9,723 shares; 2025Q2: 9,810 shares; 2025Q3: 6,926 shares; 2025Q4: 6,261 shares; 2026Q1: 6,372 shares 6,372 $577K 0.11% +111 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 1,904 shares; 2025Q1: 1,889 shares; 2025Q2: 1,907 shares; 2025Q3: 2,549 shares; 2025Q4: 2,264 shares; 2026Q1: 2,276 shares 2,276 $570K 0.11% +12 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 1,640 shares; 2025Q1: 1,680 shares; 2025Q2: 1,752 shares; 2025Q3: 1,803 shares; 2025Q4: 1,791 shares; 2026Q1: 1,763 shares 1,763 $548K 0.1% -28 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,112 shares; 2025Q3: 7,112 shares; 2025Q4: 7,112 shares; 2026Q1: 7,112 shares 7,112 $525K 0.1% 0 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: 3,378 shares; 2024Q4: 3,387 shares; 2025Q1: 3,278 shares; 2025Q2: 3,550 shares; 2025Q3: 3,312 shares; 2025Q4: 3,812 shares; 2026Q1: 4,289 shares 4,289 $516K 0.1% +477 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: 15,970 shares; 2024Q4: 14,967 shares; 2025Q1: 15,303 shares; 2025Q2: 13,008 shares; 2025Q3: 8,433 shares; 2025Q4: 8,636 shares; 2026Q1: 10,205 shares 10,205 $512K 0.1% +1,569 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: 1,680 shares; 2024Q4: 1,684 shares; 2025Q1: 1,709 shares; 2025Q2: 1,650 shares; 2025Q3: 1,728 shares; 2025Q4: 1,736 shares; 2026Q1: 1,741 shares 1,741 $500K 0.09% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,479 shares; 2026Q1: 12,161 shares 12,161 $465K 0.09% +1,682 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: 929 shares; 2024Q4: 941 shares; 2025Q1: 949 shares; 2025Q2: 974 shares; 2025Q3: 963 shares; 2025Q4: 972 shares; 2026Q1: 976 shares 976 $462K 0.09% +4 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,359 shares; 2024Q4: 1,269 shares; 2025Q1: 1,276 shares; 2025Q2: 1,260 shares; 2025Q3: 1,246 shares; 2025Q4: 1,258 shares; 2026Q1: 1,280 shares 1,280 $450K 0.09% +22 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,958 shares; 2024Q4: 12,245 shares; 2025Q1: 13,084 shares; 2025Q2: 13,943 shares; 2025Q3: 13,971 shares; 2025Q4: 13,589 shares; 2026Q1: 15,371 shares 15,371 $446K 0.08% +1,782 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: 4,126 shares; 2024Q4: 3,972 shares; 2025Q1: 4,072 shares; 2025Q2: 4,079 shares; 2025Q3: 3,561 shares; 2025Q4: 3,310 shares; 2026Q1: 3,385 shares 3,385 $443K 0.08% +75 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,476 shares 1,476 $432K 0.08% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,227 shares; 2025Q1: 2,238 shares; 2025Q2: 2,235 shares; 2025Q3: 2,235 shares; 2025Q4: 2,248 shares; 2026Q1: 2,260 shares 2,260 $429K 0.08% +12 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: 1,042 shares; 2024Q4: 1,014 shares; 2025Q1: 1,020 shares; 2025Q2: 1,069 shares; 2025Q3: 1,037 shares; 2025Q4: 1,036 shares; 2026Q1: 1,172 shares 1,172 $419K 0.08% +136 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: 1,639 shares; 2024Q4: 1,538 shares; 2025Q1: 1,516 shares; 2025Q2: 1,597 shares; 2025Q3: 1,561 shares; 2025Q4: 1,493 shares; 2026Q1: 1,835 shares 1,835 $415K 0.08% +342 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,429 shares; 2024Q4: 4,429 shares; 2025Q1: 4,429 shares; 2025Q2: 4,430 shares; 2025Q3: 4,429 shares; 2025Q4: 4,260 shares; 2026Q1: 4,260 shares 4,260 $414K 0.08% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,042 shares; 2026Q1: 16,255 shares 16,255 $408K 0.08% -787 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: 1,946 shares; 2024Q4: 1,977 shares; 2025Q1: 1,852 shares; 2025Q2: 1,848 shares; 2025Q3: 1,897 shares; 2025Q4: 1,869 shares; 2026Q1: 2,000 shares 2,000 $406K 0.08% +131 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: 418 shares; 2025Q1: 407 shares; 2025Q2: 423 shares; 2025Q3: 421 shares; 2025Q4: 420 shares; 2026Q1: 422 shares 422 $406K 0.08% +2 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 2,467 shares; 2025Q1: 2,565 shares; 2025Q2: 2,494 shares; 2025Q3: 2,476 shares; 2025Q4: 2,478 shares; 2026Q1: 2,512 shares 2,512 $403K 0.08% +34 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: 1,575 shares; 2024Q4: 1,570 shares; 2025Q1: 1,512 shares; 2025Q2: 1,540 shares; 2025Q3: 1,674 shares; 2025Q4: 1,236 shares; 2026Q1: 1,473 shares 1,473 $399K 0.08% +237 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: 665 shares; 2024Q4: 666 shares; 2025Q1: 1,067 shares; 2025Q2: 763 shares; 2025Q3: 786 shares; 2025Q4: 749 shares; 2026Q1: 906 shares 906 $396K 0.08% +157 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 797 shares 797 $395K 0.08% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,432 shares; 2025Q1: 2,456 shares; 2025Q2: 2,525 shares; 2025Q3: 2,492 shares; 2025Q4: 2,509 shares; 2026Q1: 2,889 shares 2,889 $391K 0.07% +380 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: 2,634 shares; 2024Q4: 2,677 shares; 2025Q1: 2,854 shares; 2025Q2: 2,863 shares; 2025Q3: 2,891 shares; 2025Q4: 2,683 shares; 2026Q1: 2,679 shares 2,679 $389K 0.07% -4 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,576 shares; 2024Q4: 6,409 shares; 2025Q1: 5,268 shares; 2025Q2: 5,171 shares; 2025Q3: 4,779 shares; 2025Q4: 4,804 shares; 2026Q1: 4,725 shares 4,725 $375K 0.07% -79 Timeline IWY 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: 1,633 shares; 2024Q4: 1,634 shares; 2025Q1: 1,636 shares; 2025Q2: 1,638 shares; 2025Q3: 1,495 shares; 2025Q4: 1,497 shares; 2026Q1: 1,498 shares 1,498 $373K 0.07% +1 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: 2,239 shares; 2024Q4: 2,247 shares; 2025Q1: 2,252 shares; 2025Q2: 2,257 shares; 2025Q3: 2,261 shares; 2025Q4: 2,267 shares; 2026Q1: 2,271 shares 2,271 $367K 0.07% +4 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,419 shares; 2025Q4: 1,449 shares; 2026Q1: 1,484 shares 1,484 $367K 0.07% +35 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,382 shares; 2024Q4: 4,531 shares; 2025Q1: 4,398 shares; 2025Q2: 4,289 shares; 2025Q3: 4,400 shares; 2025Q4: 4,456 shares; 2026Q1: 4,665 shares 4,665 $362K 0.07% +209 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,045 shares; 2025Q4: 1,094 shares; 2026Q1: 1,044 shares 1,044 $357K 0.07% -50 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,202 shares; 2025Q3: 4,202 shares; 2025Q4: 4,202 shares; 2026Q1: 7,307 shares 7,307 $351K 0.07% +3,105 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: 4,960 shares; 2024Q4: 4,973 shares; 2025Q1: 5,021 shares; 2025Q2: 5,001 shares; 2025Q3: 4,995 shares; 2025Q4: 5,057 shares; 2026Q1: 5,185 shares 5,185 $345K 0.07% +128 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,088 shares 1,088 $342K 0.06% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,230 shares; 2024Q4: 22,297 shares; 2025Q1: 17,606 shares; 2025Q2: 8,899 shares; 2025Q3: 11,288 shares; 2025Q4: 10,667 shares; 2026Q1: 11,223 shares 11,223 $338K 0.06% +556 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: 1,825 shares; 2024Q4: 1,825 shares; 2025Q1: 1,825 shares; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 1,825 shares; 2026Q1: 1,825 shares 1,825 $336K 0.06% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 2,155 shares; 2025Q1: 2,228 shares; 2025Q2: 3,348 shares; 2025Q3: 3,146 shares; 2025Q4: 3,239 shares; 2026Q1: 3,270 shares 3,270 $336K 0.06% +31 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,134 shares; 2025Q4: 7,875 shares; 2026Q1: 7,592 shares 7,592 $335K 0.06% -283 Timeline ICSH 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: 15,188 shares; 2024Q4: 11,792 shares; 2025Q1: 11,223 shares; 2025Q2: 9,925 shares; 2025Q3: 9,951 shares; 2025Q4: 9,432 shares; 2026Q1: 6,538 shares 6,538 $331K 0.06% -2,894 Timeline SPGP 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: 3,009 shares; 2024Q4: 3,021 shares; 2025Q1: 3,034 shares; 2025Q2: 3,044 shares; 2025Q3: 3,049 shares; 2025Q4: 3,054 shares; 2026Q1: 3,064 shares 3,064 $330K 0.06% +10 Timeline VXF 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: 2,564 shares; 2024Q4: 2,578 shares; 2025Q1: 1,494 shares; 2025Q2: 1,622 shares; 2025Q3: 1,626 shares; 2025Q4: 1,280 shares; 2026Q1: 1,589 shares 1,589 $327K 0.06% +309 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: not reported; 2024Q4: not reported; 2025Q1: 6,997 shares; 2025Q2: 7,069 shares; 2025Q3: 7,201 shares; 2025Q4: 7,245 shares; 2026Q1: 7,557 shares 7,557 $310K 0.06% +312 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: 940 shares; 2024Q4: 953 shares; 2025Q1: 925 shares; 2025Q2: 923 shares; 2025Q3: 902 shares; 2025Q4: 920 shares; 2026Q1: 930 shares 930 $303K 0.06% +10 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,457 shares; 2024Q4: 8,576 shares; 2025Q1: 7,915 shares; 2025Q2: 8,003 shares; 2025Q3: 8,088 shares; 2025Q4: 8,211 shares; 2026Q1: 5,733 shares 5,733 $301K 0.06% -2,478 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 1,797 shares; 2025Q1: 1,793 shares; 2025Q2: 1,992 shares; 2025Q3: 2,336 shares; 2025Q4: 2,364 shares; 2026Q1: 2,281 shares 2,281 $294K 0.06% -83 Timeline PWB 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: 2,317 shares; 2024Q4: 2,318 shares; 2025Q1: 2,318 shares; 2025Q2: 2,318 shares; 2025Q3: 2,318 shares; 2025Q4: 2,318 shares; 2026Q1: 2,318 shares 2,318 $292K 0.06% 0 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,399 shares; 2024Q4: 7,399 shares; 2025Q1: 7,399 shares; 2025Q2: 7,399 shares; 2025Q3: 6,869 shares; 2025Q4: 6,869 shares; 2026Q1: 6,589 shares 6,589 $291K 0.06% -280 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: 3,061 shares; 2024Q4: 3,069 shares; 2025Q1: 3,152 shares; 2025Q2: 2,696 shares; 2025Q3: 2,327 shares; 2025Q4: 2,310 shares; 2026Q1: 2,522 shares 2,522 $290K 0.06% +212 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,353 shares; 2025Q2: 1,369 shares; 2025Q3: 1,374 shares; 2025Q4: 1,375 shares; 2026Q1: 1,388 shares 1,388 $288K 0.05% +13 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: 1,615 shares; 2024Q4: 1,757 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,711 shares; 2025Q4: 1,796 shares; 2026Q1: 1,814 shares 1,814 $282K 0.05% +18 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,744 shares; 2025Q1: 1,810 shares; 2025Q2: 1,881 shares; 2025Q3: 1,734 shares; 2025Q4: 1,648 shares; 2026Q1: 1,420 shares 1,420 $282K 0.05% -228 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 1,390 shares; 2025Q1: not reported; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares; 2025Q4: 1,371 shares; 2026Q1: 1,497 shares 1,497 $272K 0.05% +126 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: 1,382 shares; 2024Q4: 1,386 shares; 2025Q1: 1,417 shares; 2025Q2: 1,649 shares; 2025Q3: 1,649 shares; 2025Q4: 1,661 shares; 2026Q1: 1,686 shares 1,686 $265K 0.05% +25 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: not reported; 2024Q4: not reported; 2025Q1: 1,427 shares; 2025Q2: 1,526 shares; 2025Q3: 1,642 shares; 2025Q4: 1,590 shares; 2026Q1: 1,583 shares 1,583 $262K 0.05% -7 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: 2,243 shares; 2024Q4: 2,289 shares; 2025Q1: 2,285 shares; 2025Q2: 2,267 shares; 2025Q3: 2,244 shares; 2025Q4: 2,231 shares; 2026Q1: 2,800 shares 2,800 $258K 0.05% +569 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,579 shares; 2024Q4: 2,595 shares; 2025Q1: 2,603 shares; 2025Q2: 2,610 shares; 2025Q3: 2,618 shares; 2025Q4: 2,227 shares; 2026Q1: 2,233 shares 2,233 $255K 0.05% +6 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: 6,271 shares; 2024Q4: 6,287 shares; 2025Q1: 3,935 shares; 2025Q2: 3,556 shares; 2025Q3: 3,452 shares; 2025Q4: 3,036 shares; 2026Q1: 3,051 shares 3,051 $252K 0.05% +15 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,457 shares 2,457 $249K 0.05% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 723 shares 723 $244K 0.05% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,313 shares; 2025Q2: 1,310 shares; 2025Q3: 1,250 shares; 2025Q4: 1,262 shares; 2026Q1: 1,264 shares 1,264 $242K 0.05% +2 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: 1,205 shares; 2024Q4: 1,109 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 805 shares; 2025Q4: 805 shares; 2026Q1: 805 shares 805 $241K 0.05% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: 3,017 shares; 2025Q1: 3,044 shares; 2025Q2: 3,152 shares; 2025Q3: 3,135 shares; 2025Q4: 3,145 shares; 2026Q1: 3,194 shares 3,194 $240K 0.05% +49 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,802 shares; 2024Q4: 15,050 shares; 2025Q1: 15,188 shares; 2025Q2: 30,412 shares; 2025Q3: 29,098 shares; 2025Q4: 18,140 shares; 2026Q1: 12,487 shares 12,487 $235K 0.04% -5,653 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 636 shares; 2025Q3: 624 shares; 2025Q4: 640 shares; 2026Q1: 776 shares 776 $235K 0.04% +136 Timeline RPG 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: 6,415 shares; 2024Q4: 5,430 shares; 2025Q1: 5,434 shares; 2025Q2: 5,436 shares; 2025Q3: 5,021 shares; 2025Q4: 4,987 shares; 2026Q1: 4,989 shares 4,989 $233K 0.04% +2 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: 763 shares; 2024Q4: 762 shares; 2025Q1: 841 shares; 2025Q2: 884 shares; 2025Q3: 848 shares; 2025Q4: 782 shares; 2026Q1: 863 shares 863 $230K 0.04% +81 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 165 shares 165 $228K 0.04% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,274 shares; 2024Q4: 4,289 shares; 2025Q1: not reported; 2025Q2: 3,433 shares; 2025Q3: 3,436 shares; 2025Q4: 3,133 shares; 2026Q1: 3,191 shares 3,191 $215K 0.04% +58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 892 shares; 2025Q4: not reported; 2026Q1: 846 shares 846 $205K 0.04% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,656 shares; 2024Q4: 1,661 shares; 2025Q1: 1,665 shares; 2025Q2: 1,672 shares; 2025Q3: 1,679 shares; 2025Q4: 1,688 shares; 2026Q1: 1,082 shares 1,082 $205K 0.04% -606 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,375 shares 1,375 $200K 0.04% new Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,010 shares; 2024Q4: 15,167 shares; 2025Q1: 15,505 shares; 2025Q2: 15,267 shares; 2025Q3: 15,327 shares; 2025Q4: 15,435 shares; 2026Q1: 17,236 shares 17,236 $126K 0.02% +1,801 Timeline CATO CATO CORP NEW More: the full row for CATO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,508 shares; 2024Q4: 32,508 shares; 2025Q1: 32,508 shares; 2025Q2: 32,508 shares; 2025Q3: 32,508 shares; 2025Q4: 32,508 shares; 2026Q1: 32,508 shares 32,508 $92K 0.02% 0 Timeline DHC DIVERSIFIED HEALTHCARE TR More: the full row for DIVERSIFIED HEALTHCARE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,919 shares; 2024Q4: 11,401 shares; 2025Q1: 11,401 shares; 2025Q2: 11,401 shares; 2025Q3: 11,554 shares; 2025Q4: 11,770 shares; 2026Q1: 12,040 shares 12,040 $79.9K 0.02% +270 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN 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: 10,694 shares; 2025Q3: 10,855 shares; 2025Q4: 11,087 shares; 2026Q1: 11,087 shares 11,087 $73.5K 0.01% 0 Timeline NMG NOUVEAU MONDE GRAPHITE INC More: the full row for NOUVEAU MONDE GRAPHITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,293 shares; 2025Q2: 13,293 shares; 2025Q3: 13,293 shares; 2025Q4: 13,293 shares; 2026Q1: 13,293 shares 13,293 $29.8K 0.01% 0 Timeline