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: 194,351 shares; 2024Q4: 190,966 shares; 2025Q1: 188,231 shares; 2025Q2: 187,590 shares; 2025Q3: 174,243 shares; 2025Q4: 169,886 shares; 2026Q1: 157,960 shares 157,960 $86.7M 7.01% -11,926 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: 314,311 shares; 2024Q4: 311,218 shares; 2025Q1: 303,645 shares; 2025Q2: 300,822 shares; 2025Q3: 294,139 shares; 2025Q4: 287,747 shares; 2026Q1: 280,814 shares 280,814 $71.3M 5.76% -6,933 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: 236,168 shares; 2024Q4: 231,109 shares; 2025Q1: 226,808 shares; 2025Q2: 221,326 shares; 2025Q3: 218,252 shares; 2025Q4: 213,543 shares; 2026Q1: 207,855 shares 207,855 $59.6M 4.82% -5,688 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: 188,659 shares; 2024Q4: 182,130 shares; 2025Q1: 178,666 shares; 2025Q2: 172,728 shares; 2025Q3: 162,423 shares; 2025Q4: 160,115 shares; 2026Q1: 156,165 shares 156,165 $44.9M 3.63% -3,950 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: 225,254 shares; 2024Q4: 223,450 shares; 2025Q1: 220,329 shares; 2025Q2: 219,872 shares; 2025Q3: 214,227 shares; 2025Q4: 211,016 shares; 2026Q1: 207,550 shares 207,550 $43.2M 3.5% -3,466 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: 147,890 shares; 2024Q4: 144,750 shares; 2025Q1: 144,499 shares; 2025Q2: 143,503 shares; 2025Q3: 141,051 shares; 2025Q4: 138,787 shares; 2026Q1: 135,917 shares 135,917 $41.1M 3.32% -2,870 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: 82,907 shares; 2024Q4: 81,693 shares; 2025Q1: 78,294 shares; 2025Q2: 76,884 shares; 2025Q3: 74,739 shares; 2025Q4: 73,534 shares; 2026Q1: 71,745 shares 71,745 $41M 3.32% -1,789 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: 131,098 shares; 2024Q4: 254,749 shares; 2025Q1: 250,430 shares; 2025Q2: 249,813 shares; 2025Q3: 247,620 shares; 2025Q4: 243,054 shares; 2026Q1: 243,483 shares 243,483 $39M 3.16% +429 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: 70,447 shares; 2024Q4: 69,512 shares; 2025Q1: 68,651 shares; 2025Q2: 68,555 shares; 2025Q3: 67,082 shares; 2025Q4: 66,186 shares; 2026Q1: 63,630 shares 63,630 $35.8M 2.9% -2,556 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: 1,195 shares; 2024Q4: 82,911 shares; 2025Q1: 78,132 shares; 2025Q2: 77,859 shares; 2025Q3: 76,400 shares; 2025Q4: 74,703 shares; 2026Q1: 71,015 shares 71,015 $34M 2.75% -3,688 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: 8,428 shares; 2024Q4: 8,233 shares; 2025Q1: 8,112 shares; 2025Q2: 8,064 shares; 2025Q3: 7,760 shares; 2025Q4: 7,635 shares; 2026Q1: 7,532 shares 7,532 $31.7M 2.56% -103 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: 187,203 shares; 2024Q4: 187,763 shares; 2025Q1: 189,402 shares; 2025Q2: 193,234 shares; 2025Q3: 189,382 shares; 2025Q4: 179,011 shares; 2026Q1: 178,433 shares 178,433 $31.1M 2.52% -578 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: 130,472 shares; 2024Q4: 128,683 shares; 2025Q1: 128,315 shares; 2025Q2: 127,973 shares; 2025Q3: 124,063 shares; 2025Q4: 122,565 shares; 2026Q1: 119,824 shares 119,824 $26.9M 2.17% -2,741 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: 29,379 shares; 2024Q4: 29,290 shares; 2025Q1: 29,526 shares; 2025Q2: 29,961 shares; 2025Q3: 29,725 shares; 2025Q4: 29,424 shares; 2026Q1: 28,735 shares 28,735 $22.2M 1.8% -689 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,408 shares; 2024Q4: 136,409 shares; 2025Q1: 136,444 shares; 2025Q2: 136,551 shares; 2025Q3: 133,654 shares; 2025Q4: 131,774 shares; 2026Q1: 128,769 shares 128,769 $22M 1.78% -3,005 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: 270,150 shares; 2024Q4: 784,183 shares; 2025Q1: 782,907 shares; 2025Q2: 779,628 shares; 2025Q3: 757,846 shares; 2025Q4: 753,367 shares; 2026Q1: 739,590 shares 739,590 $20.6M 1.67% -13,777 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: 324,545 shares; 2024Q4: 318,296 shares; 2025Q1: 315,433 shares; 2025Q2: 304,996 shares; 2025Q3: 296,429 shares; 2025Q4: 293,446 shares; 2026Q1: 286,237 shares 286,237 $20.6M 1.66% -7,209 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,061 shares; 2024Q4: 168,433 shares; 2025Q1: 167,424 shares; 2025Q2: 166,792 shares; 2025Q3: 163,605 shares; 2025Q4: 161,204 shares; 2026Q1: 157,366 shares 157,366 $20M 1.62% -3,838 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: 26,131 shares; 2024Q4: 26,730 shares; 2025Q1: 47,460 shares; 2025Q2: 47,971 shares; 2025Q3: 47,085 shares; 2025Q4: 46,727 shares; 2026Q1: 51,369 shares 51,369 $19M 1.54% +4,642 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: 130,651 shares; 2024Q4: 127,919 shares; 2025Q1: 127,913 shares; 2025Q2: 127,385 shares; 2025Q3: 124,472 shares; 2025Q4: 121,419 shares; 2026Q1: 118,364 shares 118,364 $18.4M 1.49% -3,055 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: 23,765 shares; 2024Q4: 23,462 shares; 2025Q1: 23,376 shares; 2025Q2: 23,797 shares; 2025Q3: 24,553 shares; 2025Q4: 26,455 shares; 2026Q1: 27,802 shares 27,802 $16.6M 1.34% +1,347 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 422,526 shares; 2025Q1: 425,765 shares; 2025Q2: 426,251 shares; 2025Q3: 413,038 shares; 2025Q4: 405,912 shares; 2026Q1: 392,812 shares 392,812 $15.6M 1.27% -13,100 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: 197,610 shares; 2024Q4: 192,459 shares; 2025Q1: 188,618 shares; 2025Q2: 187,334 shares; 2025Q3: 182,020 shares; 2025Q4: 177,496 shares; 2026Q1: 171,816 shares 171,816 $15.4M 1.24% -5,680 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,565 shares; 2024Q4: 96,635 shares; 2025Q1: 95,928 shares; 2025Q2: 95,949 shares; 2025Q3: 95,941 shares; 2025Q4: 96,044 shares; 2026Q1: 96,025 shares 96,025 $15.1M 1.22% -19 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: 85,528 shares; 2024Q4: 86,350 shares; 2025Q1: 85,154 shares; 2025Q2: 83,071 shares; 2025Q3: 80,690 shares; 2025Q4: 80,390 shares; 2026Q1: 80,209 shares 80,209 $13.6M 1.1% -181 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: 149,864 shares; 2024Q4: 147,421 shares; 2025Q1: 146,657 shares; 2025Q2: 144,901 shares; 2025Q3: 141,231 shares; 2025Q4: 138,786 shares; 2026Q1: 134,135 shares 134,135 $12.9M 1.05% -4,651 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: 48,853 shares; 2024Q4: 47,465 shares; 2025Q1: 45,916 shares; 2025Q2: 45,706 shares; 2025Q3: 46,190 shares; 2025Q4: 45,896 shares; 2026Q1: 45,876 shares 45,876 $11.2M 0.91% -20 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: 69,540 shares; 2024Q4: 68,193 shares; 2025Q1: 67,567 shares; 2025Q2: 67,311 shares; 2025Q3: 65,745 shares; 2025Q4: 44,506 shares; 2026Q1: 37,936 shares 37,936 $11M 0.89% -6,570 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,660 shares; 2024Q4: 113,410 shares; 2025Q1: 112,889 shares; 2025Q2: 112,962 shares; 2025Q3: 130,587 shares; 2025Q4: 138,005 shares; 2026Q1: 133,815 shares 133,815 $10.7M 0.87% -4,190 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: 43,711 shares; 2024Q4: 42,904 shares; 2025Q1: 42,808 shares; 2025Q2: 42,715 shares; 2025Q3: 42,531 shares; 2025Q4: 41,447 shares; 2026Q1: 39,917 shares 39,917 $10.6M 0.86% -1,530 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,774 shares; 2024Q4: 195,287 shares; 2025Q1: 192,912 shares; 2025Q2: 192,444 shares; 2025Q3: 178,462 shares; 2025Q4: 103,411 shares; 2026Q1: 90,444 shares 90,444 $10.6M 0.86% -12,967 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: 83,793 shares; 2024Q4: 83,588 shares; 2025Q1: 85,143 shares; 2025Q2: 85,218 shares; 2025Q3: 83,911 shares; 2025Q4: 83,425 shares; 2026Q1: 83,180 shares 83,180 $10.3M 0.84% -245 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: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 100 shares; 2025Q4: 1,002 shares; 2026Q1: 22,466 shares 22,466 $9.56M 0.77% +21,464 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,905 shares; 2024Q4: 50,045 shares; 2025Q1: 49,694 shares; 2025Q2: 49,941 shares; 2025Q3: 48,922 shares; 2025Q4: 46,742 shares; 2026Q1: 45,248 shares 45,248 $9.46M 0.76% -1,494 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: 189,593 shares; 2024Q4: 190,601 shares; 2025Q1: 183,117 shares; 2025Q2: 184,651 shares; 2025Q3: 188,910 shares; 2025Q4: 192,361 shares; 2026Q1: 191,340 shares 191,340 $9.36M 0.76% -1,021 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,429 shares; 2024Q4: 57,662 shares; 2025Q1: 57,399 shares; 2025Q2: 58,133 shares; 2025Q3: 56,761 shares; 2025Q4: 57,899 shares; 2026Q1: 60,020 shares 60,020 $9.05M 0.73% +2,121 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: 22,158 shares; 2024Q4: 21,951 shares; 2025Q1: 21,590 shares; 2025Q2: 21,543 shares; 2025Q3: 21,248 shares; 2025Q4: 21,225 shares; 2026Q1: 20,707 shares 20,707 $9.04M 0.73% -518 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,728 shares; 2024Q4: 55,900 shares; 2025Q1: 54,731 shares; 2025Q2: 54,718 shares; 2025Q3: 54,753 shares; 2025Q4: 52,044 shares; 2026Q1: 51,437 shares 51,437 $8.88M 0.72% -607 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: 32,158 shares; 2024Q4: 31,821 shares; 2025Q1: 31,616 shares; 2025Q2: 31,328 shares; 2025Q3: 30,881 shares; 2025Q4: 30,693 shares; 2026Q1: 29,992 shares 29,992 $8.82M 0.71% -701 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: 53,392 shares; 2024Q4: 45,418 shares; 2025Q1: 56,422 shares; 2025Q2: 57,395 shares; 2025Q3: 173,897 shares; 2025Q4: 178,529 shares; 2026Q1: 174,138 shares 174,138 $8.69M 0.7% -4,391 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,737 shares; 2024Q4: 59,815 shares; 2025Q1: 62,970 shares; 2025Q2: 64,017 shares; 2025Q3: 65,255 shares; 2025Q4: 64,840 shares; 2026Q1: 69,061 shares 69,061 $8.25M 0.67% +4,221 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: 46,530 shares; 2024Q4: 45,818 shares; 2025Q1: 45,498 shares; 2025Q2: 45,057 shares; 2025Q3: 44,700 shares; 2025Q4: 46,489 shares; 2026Q1: 46,368 shares 46,368 $8.15M 0.66% -121 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,961 shares; 2024Q4: 19,287 shares; 2025Q1: 17,913 shares; 2025Q2: 17,938 shares; 2025Q3: 17,723 shares; 2025Q4: 17,428 shares; 2026Q1: 16,966 shares 16,966 $7.82M 0.63% -462 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,452 shares; 2024Q4: 274,960 shares; 2025Q1: 279,849 shares; 2025Q2: 279,088 shares; 2025Q3: 286,796 shares; 2025Q4: 284,884 shares; 2026Q1: 276,785 shares 276,785 $7.47M 0.6% -8,099 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,259 shares; 2024Q4: 32,139 shares; 2025Q1: 32,023 shares; 2025Q2: 32,382 shares; 2025Q3: 33,607 shares; 2025Q4: 33,982 shares; 2026Q1: 33,876 shares 33,876 $6.65M 0.54% -106 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: 263,560 shares; 2024Q4: 222,289 shares; 2025Q1: 203,806 shares; 2025Q2: 202,345 shares; 2025Q3: 199,090 shares; 2025Q4: 199,053 shares; 2026Q1: 195,839 shares 195,839 $6.57M 0.53% -3,214 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: 137,124 shares; 2024Q4: 129,031 shares; 2025Q1: 131,546 shares; 2025Q2: 127,076 shares; 2025Q3: 125,446 shares; 2025Q4: 123,373 shares; 2026Q1: 118,479 shares 118,479 $6.26M 0.51% -4,894 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,506 shares; 2024Q4: 20,749 shares; 2025Q1: 20,676 shares; 2025Q2: 20,786 shares; 2025Q3: 20,368 shares; 2025Q4: 20,108 shares; 2026Q1: 18,686 shares 18,686 $6.14M 0.5% -1,422 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: 53 shares; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 39 shares; 2025Q3: 4,957 shares; 2025Q4: 4,814 shares; 2026Q1: 4,644 shares 4,644 $6.13M 0.5% -170 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,320 shares; 2024Q4: 271,271 shares; 2025Q1: 269,401 shares; 2025Q2: 267,750 shares; 2025Q3: 263,872 shares; 2025Q4: 253,542 shares; 2026Q1: 236,644 shares 236,644 $5.88M 0.48% -16,898 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: 22,346 shares; 2024Q4: 22,038 shares; 2025Q1: 21,847 shares; 2025Q2: 21,786 shares; 2025Q3: 21,857 shares; 2025Q4: 21,857 shares; 2026Q1: 20,792 shares 20,792 $5.04M 0.41% -1,065 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,718 shares; 2024Q4: 56,758 shares; 2025Q1: 58,624 shares; 2025Q2: 61,441 shares; 2025Q3: 63,186 shares; 2025Q4: 62,616 shares; 2026Q1: 62,861 shares 62,861 $5M 0.4% +245 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: 13,311 shares; 2024Q4: 13,054 shares; 2025Q1: 13,259 shares; 2025Q2: 13,309 shares; 2025Q3: 13,038 shares; 2025Q4: 14,523 shares; 2026Q1: 15,147 shares 15,147 $4.86M 0.39% +624 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: 14,281 shares; 2024Q4: 14,251 shares; 2025Q1: 13,311 shares; 2025Q2: 13,624 shares; 2025Q3: 13,823 shares; 2025Q4: 13,838 shares; 2026Q1: 6,855 shares 6,855 $4.46M 0.36% -6,983 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: 55,005 shares; 2024Q4: 54,530 shares; 2025Q1: 54,530 shares; 2025Q2: 54,049 shares; 2025Q3: 54,141 shares; 2025Q4: 52,101 shares; 2026Q1: 52,206 shares 52,206 $4.05M 0.33% +105 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: 56,929 shares; 2024Q4: 57,269 shares; 2025Q1: 59,887 shares; 2025Q2: 59,496 shares; 2025Q3: 59,488 shares; 2025Q4: 61,630 shares; 2026Q1: 61,425 shares 61,425 $3.94M 0.32% -205 Timeline DFNM 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: 81,477 shares; 2025Q4: 80,398 shares; 2026Q1: 82,087 shares 82,087 $3.93M 0.32% +1,689 Timeline WAT WATERS CORP More: the full row for WATERS 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: 13,031 shares 13,031 $3.88M 0.31% new 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: 56,561 shares; 2024Q4: 54,188 shares; 2025Q1: 53,843 shares; 2025Q2: 51,403 shares; 2025Q3: 51,301 shares; 2025Q4: 49,808 shares; 2026Q1: 50,749 shares 50,749 $3.86M 0.31% +941 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: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $3.59M 0.29% 0 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: 19,715 shares; 2024Q4: 26,903 shares; 2025Q1: 26,932 shares; 2025Q2: 26,630 shares; 2025Q3: 26,917 shares; 2025Q4: 48,097 shares; 2026Q1: 48,478 shares 48,478 $3.57M 0.29% +381 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: 16,997 shares; 2024Q4: 17,167 shares; 2025Q1: 17,173 shares; 2025Q2: 17,034 shares; 2025Q3: 16,749 shares; 2025Q4: 16,352 shares; 2026Q1: 16,369 shares 16,369 $3.56M 0.29% +17 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: 4,750 shares; 2024Q4: 5,048 shares; 2025Q1: 6,774 shares; 2025Q2: 7,125 shares; 2025Q3: 7,211 shares; 2025Q4: 8,255 shares; 2026Q1: 9,657 shares 9,657 $3.45M 0.28% +1,402 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: 9,809 shares; 2024Q4: 10,377 shares; 2025Q1: 10,606 shares; 2025Q2: 10,489 shares; 2025Q3: 10,584 shares; 2025Q4: 10,666 shares; 2026Q1: 11,444 shares 11,444 $3M 0.24% +778 Timeline DFAU 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: 28,727 shares; 2024Q4: 28,727 shares; 2025Q1: 34,992 shares; 2025Q2: 31,777 shares; 2025Q3: 59,955 shares; 2025Q4: 62,224 shares; 2026Q1: 65,006 shares 65,006 $2.93M 0.24% +2,782 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: 14,995 shares; 2024Q4: 15,028 shares; 2025Q1: 14,945 shares; 2025Q2: 15,244 shares; 2025Q3: 15,467 shares; 2025Q4: 15,710 shares; 2026Q1: 15,702 shares 15,702 $2.89M 0.23% -8 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: 28,887 shares; 2024Q4: 29,020 shares; 2025Q1: 27,052 shares; 2025Q2: 26,992 shares; 2025Q3: 27,057 shares; 2025Q4: 27,047 shares; 2026Q1: 27,266 shares 27,266 $2.8M 0.23% +219 Timeline SCHP 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: 55,708 shares; 2024Q4: 105,566 shares; 2025Q1: 105,666 shares; 2025Q2: 105,996 shares; 2025Q3: 101,946 shares; 2025Q4: 106,586 shares; 2026Q1: 101,696 shares 101,696 $2.71M 0.22% -4,890 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 59,819 shares 59,819 $2.71M 0.22% new 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: 13,138 shares; 2024Q4: 13,346 shares; 2025Q1: 13,133 shares; 2025Q2: 13,128 shares; 2025Q3: 13,128 shares; 2025Q4: 12,906 shares; 2026Q1: 12,746 shares 12,746 $2.59M 0.21% -160 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,087 shares; 2024Q4: 5,087 shares; 2025Q1: 5,087 shares; 2025Q2: 5,087 shares; 2025Q3: 31,591 shares; 2025Q4: 36,149 shares; 2026Q1: 35,915 shares 35,915 $2.55M 0.21% -234 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: 19,975 shares; 2024Q4: 18,840 shares; 2025Q1: 18,279 shares; 2025Q2: 18,339 shares; 2025Q3: 17,698 shares; 2025Q4: 17,661 shares; 2026Q1: 17,514 shares 17,514 $2.53M 0.2% -147 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,080 shares; 2024Q4: 4,080 shares; 2025Q1: 4,770 shares; 2025Q2: 3,696 shares; 2025Q3: 70,462 shares; 2025Q4: 69,441 shares; 2026Q1: 70,656 shares 70,656 $2.39M 0.19% +1,215 Timeline DUHP 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: 64,012 shares; 2025Q4: 62,527 shares; 2026Q1: 61,171 shares 61,171 $2.25M 0.18% -1,356 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: 7,058 shares; 2024Q4: 7,133 shares; 2025Q1: 6,978 shares; 2025Q2: 6,982 shares; 2025Q3: 6,982 shares; 2025Q4: 6,988 shares; 2026Q1: 6,634 shares 6,634 $2.18M 0.18% -354 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: 103,323 shares; 2024Q4: 98,435 shares; 2025Q1: 22,294 shares; 2025Q2: 21,896 shares; 2025Q3: 21,915 shares; 2025Q4: 21,381 shares; 2026Q1: 21,257 shares 21,257 $2.09M 0.17% -124 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: 2,270 shares; 2024Q4: 2,231 shares; 2025Q1: 2,228 shares; 2025Q2: 2,442 shares; 2025Q3: 2,325 shares; 2025Q4: 2,388 shares; 2026Q1: 2,372 shares 2,372 $2.07M 0.17% -16 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: 8,694 shares; 2024Q4: 8,694 shares; 2025Q1: 10,725 shares; 2025Q2: 13,826 shares; 2025Q3: 35,541 shares; 2025Q4: 45,486 shares; 2026Q1: 53,026 shares 53,026 $2.07M 0.17% +7,540 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: 8,483 shares; 2024Q4: 8,364 shares; 2025Q1: 8,305 shares; 2025Q2: 7,752 shares; 2025Q3: 7,598 shares; 2025Q4: 7,477 shares; 2026Q1: 7,266 shares 7,266 $2.06M 0.17% -211 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: 7,245 shares; 2024Q4: 7,245 shares; 2025Q1: 7,045 shares; 2025Q2: 7,045 shares; 2025Q3: 7,045 shares; 2025Q4: 6,908 shares; 2026Q1: 6,783 shares 6,783 $2.02M 0.16% -125 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,145 shares; 2025Q1: 1,205 shares; 2025Q2: 12,914 shares; 2025Q3: 13,284 shares; 2025Q4: 12,880 shares; 2026Q1: 11,212 shares 11,212 $1.92M 0.16% -1,668 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: 2,771 shares; 2024Q4: 2,726 shares; 2025Q1: 2,726 shares; 2025Q2: 2,696 shares; 2025Q3: 2,780 shares; 2025Q4: 2,661 shares; 2026Q1: 2,646 shares 2,646 $1.87M 0.15% -15 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: 10,480 shares; 2024Q4: 10,270 shares; 2025Q1: 10,270 shares; 2025Q2: 10,328 shares; 2025Q3: 10,266 shares; 2025Q4: 9,870 shares; 2026Q1: 9,645 shares 9,645 $1.86M 0.15% -225 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD 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: 42,994 shares; 2025Q4: 41,093 shares; 2026Q1: 41,093 shares 41,093 $1.85M 0.15% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,699 shares; 2025Q4: 37,521 shares; 2026Q1: 34,295 shares 34,295 $1.81M 0.15% -3,226 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,625 shares; 2024Q4: 36,674 shares; 2025Q1: 27,136 shares; 2025Q2: 23,840 shares; 2025Q3: 22,840 shares; 2025Q4: 21,840 shares; 2026Q1: 20,756 shares 20,756 $1.79M 0.14% -1,084 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: 6,523 shares; 2024Q4: 6,520 shares; 2025Q1: 6,474 shares; 2025Q2: 6,675 shares; 2025Q3: 6,835 shares; 2025Q4: 6,824 shares; 2026Q1: 6,852 shares 6,852 $1.76M 0.14% +28 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: 6,182 shares; 2024Q4: 6,211 shares; 2025Q1: 5,957 shares; 2025Q2: 5,857 shares; 2025Q3: 5,917 shares; 2025Q4: 5,890 shares; 2026Q1: 5,785 shares 5,785 $1.75M 0.14% -105 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: 5,624 shares; 2024Q4: 5,466 shares; 2025Q1: 5,241 shares; 2025Q2: 5,176 shares; 2025Q3: 5,066 shares; 2025Q4: 4,891 shares; 2026Q1: 4,901 shares 4,901 $1.75M 0.14% +10 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: 23,541 shares; 2024Q4: 21,361 shares; 2025Q1: 21,087 shares; 2025Q2: 21,187 shares; 2025Q3: 19,374 shares; 2025Q4: 20,418 shares; 2026Q1: 20,474 shares 20,474 $1.62M 0.13% +56 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: 7,899 shares; 2024Q4: 7,899 shares; 2025Q1: 6,849 shares; 2025Q2: 6,849 shares; 2025Q3: 6,849 shares; 2025Q4: 6,689 shares; 2026Q1: 6,725 shares 6,725 $1.59M 0.13% +36 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 545 shares; 2026Q1: 25,274 shares 25,274 $1.58M 0.13% +24,729 Timeline DFCF 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: 14,316 shares; 2024Q4: 14,316 shares; 2025Q1: 16,359 shares; 2025Q2: 17,019 shares; 2025Q3: 36,188 shares; 2025Q4: 37,022 shares; 2026Q1: 37,506 shares 37,506 $1.58M 0.13% +484 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,004 shares; 2024Q4: 74,055 shares; 2025Q1: 84,620 shares; 2025Q2: 98,792 shares; 2025Q3: 101,894 shares; 2025Q4: 52,092 shares; 2026Q1: 32,383 shares 32,383 $1.5M 0.12% -19,709 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,856 shares; 2024Q4: 145,856 shares; 2025Q1: 144,596 shares; 2025Q2: 110,316 shares; 2025Q3: 101,757 shares; 2025Q4: 90,553 shares; 2026Q1: 32,893 shares 32,893 $1.49M 0.12% -57,660 Timeline DIHP 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: 49,088 shares; 2025Q4: 47,280 shares; 2026Q1: 45,562 shares 45,562 $1.47M 0.12% -1,718 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: 5,195 shares; 2024Q4: 23,476 shares; 2025Q1: 32,558 shares; 2025Q2: 42,038 shares; 2025Q3: 42,475 shares; 2025Q4: 44,811 shares; 2026Q1: 46,145 shares 46,145 $1.42M 0.11% +1,334 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: 1,286 shares; 2024Q4: 4,388 shares; 2025Q1: 2,667 shares; 2025Q2: 2,711 shares; 2025Q3: 2,897 shares; 2025Q4: 2,857 shares; 2026Q1: 2,870 shares 2,870 $1.41M 0.11% +13 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: 4,188 shares; 2024Q4: 4,188 shares; 2025Q1: 4,188 shares; 2025Q2: 4,188 shares; 2025Q3: 4,188 shares; 2025Q4: 4,188 shares; 2026Q1: 4,287 shares 4,287 $1.33M 0.11% +99 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,558 shares; 2024Q4: 21,558 shares; 2025Q1: 21,558 shares; 2025Q2: 21,433 shares; 2025Q3: 21,433 shares; 2025Q4: 32,148 shares; 2026Q1: 31,647 shares 31,647 $1.28M 0.1% -501 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: 1,628 shares; 2025Q1: 1,494 shares; 2025Q2: 1,375 shares; 2025Q3: 1,351 shares; 2025Q4: 1,331 shares; 2026Q1: 1,326 shares 1,326 $1.28M 0.1% -5 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: 49,216 shares; 2024Q4: 48,144 shares; 2025Q1: 47,537 shares; 2025Q2: 44,720 shares; 2025Q3: 44,720 shares; 2025Q4: 45,253 shares; 2026Q1: 45,283 shares 45,283 $1.27M 0.1% +30 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,034 shares; 2024Q4: 4,224 shares; 2025Q1: 4,287 shares; 2025Q2: 4,259 shares; 2025Q3: 17,282 shares; 2025Q4: 17,011 shares; 2026Q1: 16,939 shares 16,939 $1.2M 0.1% -72 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: 16,593 shares; 2024Q4: 16,755 shares; 2025Q1: 16,624 shares; 2025Q2: 16,638 shares; 2025Q3: 17,487 shares; 2025Q4: 17,699 shares; 2026Q1: 17,519 shares 17,519 $1.18M 0.1% -180 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,546 shares; 2024Q4: 14,546 shares; 2025Q1: 14,546 shares; 2025Q2: 14,546 shares; 2025Q3: 19,520 shares; 2025Q4: 19,532 shares; 2026Q1: 30,295 shares 30,295 $1.18M 0.1% +10,763 Timeline DFSD 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: 4,430 shares; 2024Q4: 4,430 shares; 2025Q1: 4,910 shares; 2025Q2: 5,029 shares; 2025Q3: 20,039 shares; 2025Q4: 20,289 shares; 2026Q1: 24,351 shares 24,351 $1.17M 0.09% +4,062 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: 3,488 shares; 2024Q4: 3,662 shares; 2025Q1: 3,785 shares; 2025Q2: 3,766 shares; 2025Q3: 3,778 shares; 2025Q4: 3,724 shares; 2026Q1: 3,724 shares 3,724 $1.13M 0.09% 0 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: 4,668 shares; 2024Q4: 4,700 shares; 2025Q1: 4,708 shares; 2025Q2: 4,767 shares; 2025Q3: 4,592 shares; 2025Q4: 4,592 shares; 2026Q1: 4,632 shares 4,632 $1.12M 0.09% +40 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,555 shares; 2024Q4: 2,555 shares; 2025Q1: 2,555 shares; 2025Q2: 2,555 shares; 2025Q3: 2,676 shares; 2025Q4: 2,555 shares; 2026Q1: 2,558 shares 2,558 $1.12M 0.09% +3 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: 8,653 shares; 2024Q4: 8,659 shares; 2025Q1: 8,682 shares; 2025Q2: 8,823 shares; 2025Q3: 8,943 shares; 2025Q4: 8,893 shares; 2026Q1: 8,906 shares 8,906 $1.07M 0.09% +13 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 3,900 shares 3,900 $1.02M 0.08% -200 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: 20,329 shares; 2024Q4: 17,415 shares; 2025Q1: 17,455 shares; 2025Q2: 14,912 shares; 2025Q3: 15,098 shares; 2025Q4: 11,188 shares; 2026Q1: 10,971 shares 10,971 $993K 0.08% -217 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: 7,797 shares; 2024Q4: 7,797 shares; 2025Q1: 7,797 shares; 2025Q2: 7,757 shares; 2025Q3: 7,757 shares; 2025Q4: 7,757 shares; 2026Q1: 7,507 shares 7,507 $984K 0.08% -250 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: 1,051 shares; 2024Q4: 1,124 shares; 2025Q1: 1,130 shares; 2025Q2: 1,143 shares; 2025Q3: 1,006 shares; 2025Q4: 1,047 shares; 2026Q1: 1,064 shares 1,064 $979K 0.08% +17 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: 2,091 shares; 2024Q4: 3,503 shares; 2025Q1: 2,833 shares; 2025Q2: 2,711 shares; 2025Q3: 2,967 shares; 2025Q4: 2,860 shares; 2026Q1: 2,612 shares 2,612 $971K 0.08% -248 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: 17,162 shares; 2024Q4: 15,033 shares; 2025Q1: 17,146 shares; 2025Q2: 17,260 shares; 2025Q3: 16,797 shares; 2025Q4: 16,963 shares; 2026Q1: 17,733 shares 17,733 $958K 0.08% +770 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 869 shares; 2025Q2: 869 shares; 2025Q3: 892 shares; 2025Q4: 900 shares; 2026Q1: 948 shares 948 $929K 0.08% +48 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: not reported; 2025Q3: 5,436 shares; 2025Q4: 11,864 shares; 2026Q1: 18,587 shares 18,587 $893K 0.07% +6,723 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: 2,301 shares; 2024Q4: 2,348 shares; 2025Q1: 2,357 shares; 2025Q2: 2,215 shares; 2025Q3: 2,251 shares; 2025Q4: 2,299 shares; 2026Q1: 1,368 shares 1,368 $893K 0.07% -931 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: 26,360 shares; 2024Q4: 22,660 shares; 2025Q1: 22,660 shares; 2025Q2: 22,660 shares; 2025Q3: 22,692 shares; 2025Q4: 22,017 shares; 2026Q1: 8,901 shares 8,901 $865K 0.07% -13,116 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,302 shares; 2025Q1: 1,344 shares; 2025Q2: 2,613 shares; 2025Q3: 26,782 shares; 2025Q4: 28,950 shares; 2026Q1: 26,105 shares 26,105 $836K 0.07% -2,845 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: 4,679 shares; 2024Q4: 4,254 shares; 2025Q1: 4,439 shares; 2025Q2: 3,332 shares; 2025Q3: 3,307 shares; 2025Q4: 2,055 shares; 2026Q1: 1,937 shares 1,937 $826K 0.07% -118 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: 7,113 shares; 2024Q4: 7,109 shares; 2025Q1: 7,132 shares; 2025Q2: 6,222 shares; 2025Q3: 3,722 shares; 2025Q4: 4,322 shares; 2026Q1: 3,978 shares 3,978 $823K 0.07% -344 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: 738 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 808 shares; 2025Q4: 918 shares; 2026Q1: 822 shares 822 $819K 0.07% -96 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: 5,618 shares; 2024Q4: 5,310 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 4,900 shares; 2025Q4: 4,885 shares; 2026Q1: 4,935 shares 4,935 $816K 0.07% +50 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: 14,275 shares; 2024Q4: 28,550 shares; 2025Q1: 25,372 shares; 2025Q2: 25,372 shares; 2025Q3: 25,269 shares; 2025Q4: 25,004 shares; 2026Q1: 24,903 shares 24,903 $808K 0.07% -101 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,992 shares; 2024Q4: 7,112 shares; 2025Q1: 6,869 shares; 2025Q2: 6,869 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $793K 0.06% 0 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 318 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 2,136 shares; 2025Q4: 13,175 shares; 2026Q1: 13,375 shares 13,375 $789K 0.06% +200 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: 2,031 shares; 2024Q4: 2,034 shares; 2025Q1: 2,485 shares; 2025Q2: 2,393 shares; 2025Q3: 2,364 shares; 2025Q4: 2,227 shares; 2026Q1: 2,498 shares 2,498 $773K 0.06% +271 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: 14,975 shares; 2024Q4: 14,975 shares; 2025Q1: 14,975 shares; 2025Q2: 14,975 shares; 2025Q3: 14,975 shares; 2025Q4: 14,975 shares; 2026Q1: 14,975 shares 14,975 $770K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 634 shares; 2025Q4: 637 shares; 2026Q1: 1,631 shares 1,631 $755K 0.06% +994 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: 725 shares; 2024Q4: 725 shares; 2025Q1: 966 shares; 2025Q2: 966 shares; 2025Q3: 892 shares; 2025Q4: 882 shares; 2026Q1: 882 shares 882 $746K 0.06% 0 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: 6,086 shares; 2024Q4: 6,107 shares; 2025Q1: 6,102 shares; 2025Q2: 6,109 shares; 2025Q3: 6,082 shares; 2025Q4: 6,055 shares; 2026Q1: 5,972 shares 5,972 $742K 0.06% -83 Timeline DFLV 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: 19,974 shares; 2025Q4: 20,027 shares; 2026Q1: 20,076 shares 20,076 $717K 0.06% +49 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,703 shares; 2024Q4: 3,703 shares; 2025Q1: 3,703 shares; 2025Q2: 3,703 shares; 2025Q3: 3,703 shares; 2025Q4: 3,703 shares; 2026Q1: 3,703 shares 3,703 $706K 0.06% 0 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: 7,765 shares; 2024Q4: 7,038 shares; 2025Q1: 6,647 shares; 2025Q2: 6,647 shares; 2025Q3: 6,976 shares; 2025Q4: 7,517 shares; 2026Q1: 7,581 shares 7,581 $704K 0.06% +64 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 2,619 shares; 2025Q1: 2,619 shares; 2025Q2: 2,619 shares; 2025Q3: 2,619 shares; 2025Q4: 2,619 shares; 2026Q1: 2,865 shares 2,865 $681K 0.06% +246 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,367 shares; 2024Q4: 6,367 shares; 2025Q1: 6,337 shares; 2025Q2: 6,326 shares; 2025Q3: 6,326 shares; 2025Q4: 6,326 shares; 2026Q1: 6,339 shares 6,339 $678K 0.05% +13 Timeline DFIS 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: 20,139 shares; 2025Q4: 20,227 shares; 2026Q1: 19,546 shares 19,546 $658K 0.05% -681 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: 415 shares; 2024Q4: 1,299 shares; 2025Q1: 1,299 shares; 2025Q2: 1,299 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares; 2026Q1: 1,503 shares 1,503 $647K 0.05% +170 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,809 shares; 2024Q4: 24,647 shares; 2025Q1: 24,647 shares; 2025Q2: 24,647 shares; 2025Q3: 25,280 shares; 2025Q4: 24,617 shares; 2026Q1: 11,056 shares 11,056 $628K 0.05% -13,561 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,416 shares; 2024Q4: 28,583 shares; 2025Q1: 28,335 shares; 2025Q2: 27,325 shares; 2025Q3: 18,340 shares; 2025Q4: 14,115 shares; 2026Q1: 8,343 shares 8,343 $621K 0.05% -5,772 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,166 shares; 2024Q4: 6,158 shares; 2025Q1: 6,048 shares; 2025Q2: 6,062 shares; 2025Q3: 6,062 shares; 2025Q4: 5,912 shares; 2026Q1: 5,315 shares 5,315 $588K 0.05% -597 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: 680 shares; 2024Q4: 508 shares; 2025Q1: 486 shares; 2025Q2: 484 shares; 2025Q3: 510 shares; 2025Q4: 5,117 shares; 2026Q1: 5,846 shares 5,846 $562K 0.05% +729 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,468 shares; 2024Q4: 6,468 shares; 2025Q1: 6,468 shares; 2025Q2: 6,468 shares; 2025Q3: 13,618 shares; 2025Q4: 11,661 shares; 2026Q1: 11,598 shares 11,598 $562K 0.05% -63 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,050 shares; 2024Q4: 13,050 shares; 2025Q1: 12,988 shares; 2025Q2: 12,988 shares; 2025Q3: 12,988 shares; 2025Q4: 12,988 shares; 2026Q1: 12,933 shares 12,933 $551K 0.04% -55 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: 2,442 shares; 2024Q4: 2,610 shares; 2025Q1: 2,341 shares; 2025Q2: 2,385 shares; 2025Q3: 4,170 shares; 2025Q4: 3,695 shares; 2026Q1: 3,660 shares 3,660 $538K 0.04% -35 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,818 shares; 2024Q4: 6,987 shares; 2025Q1: 5,212 shares; 2025Q2: 5,234 shares; 2025Q3: 5,087 shares; 2025Q4: 6,723 shares; 2026Q1: 6,653 shares 6,653 $530K 0.04% -70 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: 10,614 shares; 2024Q4: 21,228 shares; 2025Q1: 21,228 shares; 2025Q2: 21,228 shares; 2025Q3: 21,228 shares; 2025Q4: 21,228 shares; 2026Q1: 21,228 shares 21,228 $525K 0.04% 0 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: 11,013 shares; 2024Q4: 12,065 shares; 2025Q1: 12,208 shares; 2025Q2: 10,369 shares; 2025Q3: 10,588 shares; 2025Q4: 6,875 shares; 2026Q1: 7,452 shares 7,452 $520K 0.04% +577 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: 16,919 shares; 2024Q4: 17,068 shares; 2025Q1: 16,836 shares; 2025Q2: 17,000 shares; 2025Q3: 16,470 shares; 2025Q4: 16,014 shares; 2026Q1: 17,558 shares 17,558 $509K 0.04% +1,544 Timeline IBTG 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: 22,310 shares; 2025Q2: 22,377 shares; 2025Q3: 20,805 shares; 2025Q4: 22,064 shares; 2026Q1: 22,064 shares 22,064 $506K 0.04% 0 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: 1,039 shares; 2024Q4: 1,044 shares; 2025Q1: 1,181 shares; 2025Q2: 1,311 shares; 2025Q3: 1,540 shares; 2025Q4: 1,616 shares; 2026Q1: 1,702 shares 1,702 $489K 0.04% +86 Timeline NRT NORTH EUROPEAN OIL RTY TR More: the full row for NORTH EUROPEAN OIL RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,432 shares; 2024Q4: 53,432 shares; 2025Q1: 53,432 shares; 2025Q2: 53,432 shares; 2025Q3: 53,432 shares; 2025Q4: 53,432 shares; 2026Q1: 53,432 shares 53,432 $481K 0.04% 0 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: 6,368 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,063 shares; 2025Q3: 7,172 shares; 2025Q4: 6,728 shares; 2026Q1: 6,131 shares 6,131 $481K 0.04% -597 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: 2,000 shares; 2024Q4: 1,800 shares; 2025Q1: 4,044 shares; 2025Q2: 3,044 shares; 2025Q3: 2,999 shares; 2025Q4: 2,964 shares; 2026Q1: 3,271 shares 3,271 $478K 0.04% +307 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: 9,302 shares; 2024Q4: 9,516 shares; 2025Q1: 8,767 shares; 2025Q2: 8,767 shares; 2025Q3: 9,025 shares; 2025Q4: 9,578 shares; 2026Q1: 9,251 shares 9,251 $464K 0.04% -327 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,699 shares; 2024Q4: 1,705 shares; 2025Q1: 1,713 shares; 2025Q2: 1,721 shares; 2025Q3: 1,729 shares; 2025Q4: 1,738 shares; 2026Q1: 2,241 shares 2,241 $457K 0.04% +503 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: 906 shares; 2024Q4: 872 shares; 2025Q1: 1,119 shares; 2025Q2: 1,119 shares; 2025Q3: 1,052 shares; 2025Q4: 982 shares; 2026Q1: 1,088 shares 1,088 $454K 0.04% +106 Timeline GSLC 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: 6,260 shares; 2024Q4: 6,260 shares; 2025Q1: 5,378 shares; 2025Q2: 5,378 shares; 2025Q3: 4,265 shares; 2025Q4: 3,773 shares; 2026Q1: 3,599 shares 3,599 $450K 0.04% -174 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 949 shares; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 1,157 shares; 2025Q4: 1,173 shares; 2026Q1: 2,344 shares 2,344 $450K 0.04% +1,171 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: 1,685 shares; 2024Q4: 1,963 shares; 2025Q1: 1,826 shares; 2025Q2: 1,826 shares; 2025Q3: 2,013 shares; 2025Q4: 2,019 shares; 2026Q1: 2,022 shares 2,022 $439K 0.04% +3 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: 2,023 shares; 2024Q4: 2,116 shares; 2025Q1: 2,137 shares; 2025Q2: 2,259 shares; 2025Q3: 1,854 shares; 2025Q4: 2,130 shares; 2026Q1: 2,245 shares 2,245 $436K 0.04% +115 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: 3,182 shares; 2024Q4: 3,182 shares; 2025Q1: 3,182 shares; 2025Q2: 3,182 shares; 2025Q3: 3,182 shares; 2025Q4: 3,182 shares; 2026Q1: 3,182 shares 3,182 $432K 0.03% 0 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,981 shares; 2025Q1: 11,894 shares; 2025Q2: 11,294 shares; 2025Q3: 9,384 shares; 2025Q4: 6,204 shares; 2026Q1: 6,219 shares 6,219 $432K 0.03% +15 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares 4,600 $424K 0.03% 0 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: not reported; 2024Q4: 763 shares; 2025Q1: 763 shares; 2025Q2: 2,586 shares; 2025Q3: 2,614 shares; 2025Q4: 8,103 shares; 2026Q1: 8,171 shares 8,171 $414K 0.03% +68 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,288 shares; 2025Q1: 1,238 shares; 2025Q2: 1,238 shares; 2025Q3: 1,904 shares; 2025Q4: 1,909 shares; 2026Q1: 1,914 shares 1,914 $396K 0.03% +5 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: 1,335 shares; 2024Q4: 1,405 shares; 2025Q1: 1,167 shares; 2025Q2: 1,183 shares; 2025Q3: 1,190 shares; 2025Q4: 1,221 shares; 2026Q1: 1,120 shares 1,120 $394K 0.03% -101 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 947 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 680 shares 680 $392K 0.03% -40 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: 680 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 1,988 shares; 2025Q4: 1,997 shares; 2026Q1: 1,981 shares 1,981 $392K 0.03% -16 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,825 shares; 2026Q1: 6,745 shares 6,745 $385K 0.03% +2,920 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $384K 0.03% 0 Timeline DISV 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: 10,114 shares; 2025Q4: 10,159 shares; 2026Q1: 9,663 shares 9,663 $381K 0.03% -496 Timeline DFAR 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: 15,819 shares; 2025Q4: 15,972 shares; 2026Q1: 15,990 shares 15,990 $378K 0.03% +18 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: 12,073 shares; 2024Q4: 9,547 shares; 2025Q1: 8,593 shares; 2025Q2: 8,824 shares; 2025Q3: 9,469 shares; 2025Q4: 8,533 shares; 2026Q1: 8,533 shares 8,533 $377K 0.03% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,083 shares; 2024Q4: 10,083 shares; 2025Q1: 10,083 shares; 2025Q2: 10,083 shares; 2025Q3: 10,083 shares; 2025Q4: 10,083 shares; 2026Q1: 10,083 shares 10,083 $364K 0.03% 0 Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,310 shares; 2024Q4: 12,310 shares; 2025Q1: 12,310 shares; 2025Q2: 12,310 shares; 2025Q3: 11,510 shares; 2025Q4: 11,110 shares; 2026Q1: 10,310 shares 10,310 $346K 0.03% -800 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,878 shares; 2024Q4: 1,878 shares; 2025Q1: 1,878 shares; 2025Q2: 1,878 shares; 2025Q3: 1,878 shares; 2025Q4: 1,878 shares; 2026Q1: 1,878 shares 1,878 $338K 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,668 shares; 2024Q4: 6,543 shares; 2025Q1: 5,975 shares; 2025Q2: 5,975 shares; 2025Q3: 5,375 shares; 2025Q4: 4,875 shares; 2026Q1: 4,925 shares 4,925 $325K 0.03% +50 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: 5,579 shares; 2024Q4: 5,579 shares; 2025Q1: 5,579 shares; 2025Q2: 5,579 shares; 2025Q3: 5,843 shares; 2025Q4: 5,800 shares; 2026Q1: 5,562 shares 5,562 $313K 0.03% -238 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares; 2026Q1: 2,720 shares 2,720 $306K 0.02% 0 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: 1,701 shares; 2024Q4: 1,490 shares; 2025Q1: 1,490 shares; 2025Q2: 1,490 shares; 2025Q3: 1,452 shares; 2025Q4: 1,452 shares; 2026Q1: 1,536 shares 1,536 $306K 0.02% +84 Timeline DEHP 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: 9,522 shares; 2025Q4: 8,978 shares; 2026Q1: 8,989 shares 8,989 $304K 0.02% +11 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: 1,799 shares; 2024Q4: 2,461 shares; 2025Q1: 2,461 shares; 2025Q2: 2,320 shares; 2025Q3: 2,320 shares; 2025Q4: 2,293 shares; 2026Q1: 2,337 shares 2,337 $301K 0.02% +44 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: 9,971 shares; 2024Q4: 10,337 shares; 2025Q1: 10,337 shares; 2025Q2: 9,655 shares; 2025Q3: 9,655 shares; 2025Q4: 9,089 shares; 2026Q1: 9,089 shares 9,089 $299K 0.02% 0 Timeline CGW 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: 5,433 shares; 2024Q4: 5,433 shares; 2025Q1: 5,252 shares; 2025Q2: 5,252 shares; 2025Q3: 5,108 shares; 2025Q4: 4,679 shares; 2026Q1: 4,679 shares 4,679 $299K 0.02% 0 Timeline AMLP 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: 3,923 shares; 2024Q4: 6,148 shares; 2025Q1: 6,148 shares; 2025Q2: 6,148 shares; 2025Q3: 5,878 shares; 2025Q4: 5,878 shares; 2026Q1: 5,667 shares 5,667 $298K 0.02% -211 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: 7,289 shares; 2024Q4: 6,700 shares; 2025Q1: 4,475 shares; 2025Q2: 4,875 shares; 2025Q3: 4,773 shares; 2025Q4: 4,773 shares; 2026Q1: 4,893 shares 4,893 $297K 0.02% +120 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: 3,087 shares; 2024Q4: 3,028 shares; 2025Q1: 3,111 shares; 2025Q2: 3,111 shares; 2025Q3: 3,163 shares; 2025Q4: 3,163 shares; 2026Q1: 3,163 shares 3,163 $294K 0.02% 0 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: 2,604 shares; 2024Q4: 2,604 shares; 2025Q1: 2,604 shares; 2025Q2: 2,608 shares; 2025Q3: 2,608 shares; 2025Q4: 2,608 shares; 2026Q1: 2,472 shares 2,472 $293K 0.02% -136 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: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,201 shares; 2026Q1: 1,274 shares 1,274 $293K 0.02% +73 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 421 shares; 2026Q1: 420 shares 420 $286K 0.02% -1 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,866 shares; 2024Q4: 3,866 shares; 2025Q1: 3,866 shares; 2025Q2: 3,866 shares; 2025Q3: 3,866 shares; 2025Q4: 3,866 shares; 2026Q1: 3,866 shares 3,866 $277K 0.02% 0 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: 4,970 shares; 2024Q4: 4,370 shares; 2025Q1: 4,370 shares; 2025Q2: 4,370 shares; 2025Q3: 4,195 shares; 2025Q4: 3,995 shares; 2026Q1: 3,495 shares 3,495 $275K 0.02% -500 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,444 shares; 2024Q4: 2,444 shares; 2025Q1: 2,109 shares; 2025Q2: 2,184 shares; 2025Q3: 2,259 shares; 2025Q4: 2,121 shares; 2026Q1: 2,948 shares 2,948 $273K 0.02% +827 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: 3,455 shares; 2024Q4: 3,455 shares; 2025Q1: 3,455 shares; 2025Q2: 1,844 shares; 2025Q3: 1,844 shares; 2025Q4: 1,844 shares; 2026Q1: 1,844 shares 1,844 $269K 0.02% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,625 shares; 2024Q4: 5,688 shares; 2025Q1: 5,688 shares; 2025Q2: 5,688 shares; 2025Q3: 5,842 shares; 2025Q4: 5,622 shares; 2026Q1: 5,620 shares 5,620 $262K 0.02% -2 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: 4,741 shares; 2024Q4: 4,730 shares; 2025Q1: 4,268 shares; 2025Q2: 4,706 shares; 2025Q3: 4,406 shares; 2025Q4: 4,406 shares; 2026Q1: 4,542 shares 4,542 $262K 0.02% +136 Timeline DFAT 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: 4,236 shares; 2025Q4: 4,250 shares; 2026Q1: 4,139 shares 4,139 $258K 0.02% -111 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: 5,144 shares; 2024Q4: 4,907 shares; 2025Q1: 5,039 shares; 2025Q2: 5,372 shares; 2025Q3: 5,376 shares; 2025Q4: 5,380 shares; 2026Q1: 5,287 shares 5,287 $258K 0.02% -93 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,279 shares; 2024Q4: 17,409 shares; 2025Q1: 17,013 shares; 2025Q2: 24,810 shares; 2025Q3: 25,600 shares; 2025Q4: 25,796 shares; 2026Q1: 5,408 shares 5,408 $256K 0.02% -20,388 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: 2,505 shares; 2024Q4: 2,505 shares; 2025Q1: 2,505 shares; 2025Q2: 2,505 shares; 2025Q3: 2,505 shares; 2025Q4: 2,505 shares; 2026Q1: 1,958 shares 1,958 $256K 0.02% -547 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 1,710 shares; 2025Q1: 1,710 shares; 2025Q2: 1,710 shares; 2025Q3: 1,808 shares; 2025Q4: 1,808 shares; 2026Q1: 1,710 shares 1,710 $248K 0.02% -98 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: 818 shares; 2024Q4: 971 shares; 2025Q1: 885 shares; 2025Q2: 867 shares; 2025Q3: 858 shares; 2025Q4: 928 shares; 2026Q1: 916 shares 916 $248K 0.02% -12 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: 7,361 shares; 2024Q4: 7,361 shares; 2025Q1: 6,561 shares; 2025Q2: 5,086 shares; 2025Q3: 3,556 shares; 2025Q4: 3,556 shares; 2026Q1: 3,556 shares 3,556 $235K 0.02% 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: 7,201 shares; 2024Q4: 7,201 shares; 2025Q1: 7,201 shares; 2025Q2: 7,201 shares; 2025Q3: 7,201 shares; 2025Q4: 7,201 shares; 2026Q1: 7,201 shares 7,201 $235K 0.02% 0 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: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $234K 0.02% 0 Timeline DFGX 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: 4,420 shares; 2026Q1: 4,420 shares 4,420 $232K 0.02% 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: 5,754 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 9,775 shares; 2025Q3: 9,775 shares; 2025Q4: 9,150 shares; 2026Q1: 9,100 shares 9,100 $227K 0.02% -50 Timeline DFSU 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: 5,480 shares; 2025Q4: 5,492 shares; 2026Q1: 5,505 shares 5,505 $226K 0.02% +13 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: 2,195 shares; 2025Q4: 2,210 shares; 2026Q1: 2,218 shares 2,218 $224K 0.02% +8 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 1,293 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,058 shares 1,058 $219K 0.02% +8 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: 337 shares; 2024Q4: 345 shares; 2025Q1: 321 shares; 2025Q2: 339 shares; 2025Q3: 311 shares; 2025Q4: 310 shares; 2026Q1: 428 shares 428 $214K 0.02% +118 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,198 shares; 2024Q4: 80,240 shares; 2025Q1: 53,846 shares; 2025Q2: 10,379 shares; 2025Q3: 8,263 shares; 2025Q4: 8,130 shares; 2026Q1: 8,130 shares 8,130 $212K 0.02% 0 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: 2,142 shares; 2024Q4: 2,057 shares; 2025Q1: 2,012 shares; 2025Q2: 2,007 shares; 2025Q3: 1,867 shares; 2025Q4: 1,855 shares; 2026Q1: 1,855 shares 1,855 $210K 0.02% 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: 1,486 shares; 2024Q4: 1,486 shares; 2025Q1: 1,286 shares; 2025Q2: 1,286 shares; 2025Q3: 1,286 shares; 2025Q4: 1,286 shares; 2026Q1: 1,286 shares 1,286 $209K 0.02% 0 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: 1,017 shares; 2024Q4: 920 shares; 2025Q1: 2,515 shares; 2025Q2: 2,474 shares; 2025Q3: 2,945 shares; 2025Q4: 2,771 shares; 2026Q1: 2,862 shares 2,862 $208K 0.02% +91 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: not reported; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares 540 $207K 0.02% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,676 shares; 2024Q4: 2,676 shares; 2025Q1: 2,676 shares; 2025Q2: 2,676 shares; 2025Q3: 2,676 shares; 2025Q4: 2,676 shares; 2026Q1: 2,676 shares 2,676 $202K 0.02% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 324 shares; 2025Q1: 309 shares; 2025Q2: 301 shares; 2025Q3: 306 shares; 2025Q4: 282 shares; 2026Q1: 3,102 shares 3,102 $197K 0.02% +2,820 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: 864 shares; 2024Q4: 898 shares; 2025Q1: 855 shares; 2025Q2: 974 shares; 2025Q3: 1,045 shares; 2025Q4: 1,045 shares; 2026Q1: 1,191 shares 1,191 $196K 0.02% +146 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: 1,895 shares; 2024Q4: 1,745 shares; 2025Q1: 695 shares; 2025Q2: 871 shares; 2025Q3: 894 shares; 2025Q4: 1,005 shares; 2026Q1: 861 shares 861 $195K 0.02% -144 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,495 shares; 2024Q4: 4,495 shares; 2025Q1: 4,495 shares; 2025Q2: 4,360 shares; 2025Q3: 4,360 shares; 2025Q4: 4,360 shares; 2026Q1: 4,360 shares 4,360 $194K 0.02% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 692 shares; 2025Q1: 576 shares; 2025Q2: 576 shares; 2025Q3: 724 shares; 2025Q4: 628 shares; 2026Q1: 553 shares 553 $190K 0.02% -75 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,350 shares; 2025Q1: 2,340 shares; 2025Q2: 1,950 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $187K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 453 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $187K 0.02% 0 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: 1,207 shares; 2024Q4: 739 shares; 2025Q1: 499 shares; 2025Q2: 499 shares; 2025Q3: 540 shares; 2025Q4: 607 shares; 2026Q1: 1,621 shares 1,621 $186K 0.02% +1,014 Timeline DFSB 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: 3,461 shares; 2025Q4: 3,575 shares; 2026Q1: 3,575 shares 3,575 $185K 0.01% 0 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: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,377 shares 2,377 $183K 0.01% +77 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: 932 shares; 2024Q4: 844 shares; 2025Q1: 960 shares; 2025Q2: 885 shares; 2025Q3: 958 shares; 2025Q4: 1,165 shares; 2026Q1: 978 shares 978 $183K 0.01% -187 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: 800 shares; 2025Q4: 850 shares; 2026Q1: 848 shares 848 $182K 0.01% -2 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: 443 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 737 shares; 2025Q4: 709 shares; 2026Q1: 552 shares 552 $181K 0.01% -157 Timeline XLG 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: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $180K 0.01% 0 Timeline DFSI 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: 4,159 shares; 2025Q4: 4,181 shares; 2026Q1: 4,191 shares 4,191 $178K 0.01% +10 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: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares 925 $175K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 1,819 shares; 2025Q1: 1,843 shares; 2025Q2: 1,843 shares; 2025Q3: 1,816 shares; 2025Q4: 1,730 shares; 2026Q1: 1,805 shares 1,805 $175K 0.01% +75 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: 193 shares; 2024Q4: 164 shares; 2025Q1: 97 shares; 2025Q2: 268 shares; 2025Q3: 255 shares; 2025Q4: 491 shares; 2026Q1: 401 shares 401 $173K 0.01% -90 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: 308 shares; 2024Q4: 239 shares; 2025Q1: 298 shares; 2025Q2: 323 shares; 2025Q3: 349 shares; 2025Q4: 483 shares; 2026Q1: 377 shares 377 $168K 0.01% -106 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: 3,625 shares; 2024Q4: 4,374 shares; 2025Q1: 4,221 shares; 2025Q2: 2,993 shares; 2025Q3: 3,221 shares; 2025Q4: 1,226 shares; 2026Q1: 787 shares 787 $168K 0.01% -439 Timeline DFGR 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: 5,590 shares; 2025Q4: 5,657 shares; 2026Q1: 6,320 shares 6,320 $168K 0.01% +663 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: 3,469 shares; 2024Q4: 3,469 shares; 2025Q1: 3,469 shares; 2025Q2: 3,481 shares; 2025Q3: 3,481 shares; 2025Q4: 3,317 shares; 2026Q1: 3,060 shares 3,060 $166K 0.01% -257 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: 1,296 shares; 2024Q4: 1,183 shares; 2025Q1: 769 shares; 2025Q2: 677 shares; 2025Q3: 1,729 shares; 2025Q4: 562 shares; 2026Q1: 811 shares 811 $165K 0.01% +249 Timeline QYLD 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: 9,535 shares; 2024Q4: 9,535 shares; 2025Q1: 9,535 shares; 2025Q2: 9,535 shares; 2025Q3: 9,535 shares; 2025Q4: 9,535 shares; 2026Q1: 9,535 shares 9,535 $164K 0.01% 0 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: 1,764 shares; 2025Q1: 2,293 shares; 2025Q2: 2,293 shares; 2025Q3: 704 shares; 2025Q4: 650 shares; 2026Q1: 743 shares 743 $159K 0.01% +93 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,865 shares; 2024Q4: 2,865 shares; 2025Q1: 2,565 shares; 2025Q2: 2,565 shares; 2025Q3: 2,565 shares; 2025Q4: 2,565 shares; 2026Q1: 2,565 shares 2,565 $157K 0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,629 shares; 2024Q4: 4,963 shares; 2025Q1: 4,966 shares; 2025Q2: 4,904 shares; 2025Q3: 2,670 shares; 2025Q4: 2,030 shares; 2026Q1: 1,245 shares 1,245 $153K 0.01% -785 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,543 shares; 2024Q4: 1,235 shares; 2025Q1: 1,257 shares; 2025Q2: 1,269 shares; 2025Q3: 1,506 shares; 2025Q4: 1,368 shares; 2026Q1: 1,279 shares 1,279 $152K 0.01% -89 Timeline DFAX 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: 3,207 shares; 2024Q4: 3,207 shares; 2025Q1: 3,207 shares; 2025Q2: 3,207 shares; 2025Q3: 4,352 shares; 2025Q4: 4,360 shares; 2026Q1: 4,362 shares 4,362 $148K 0.01% +2 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: 1,500 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $147K 0.01% 0 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,335 shares; 2026Q1: 2,361 shares 2,361 $146K 0.01% +26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,986 shares; 2025Q4: 4,991 shares; 2026Q1: 4,998 shares 4,998 $146K 0.01% +7 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: 570 shares; 2024Q4: 381 shares; 2025Q1: 343 shares; 2025Q2: 343 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 268 shares 268 $144K 0.01% +8 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $144K 0.01% 0 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: 442 shares; 2024Q4: 697 shares; 2025Q1: 697 shares; 2025Q2: 962 shares; 2025Q3: 962 shares; 2025Q4: 1,043 shares; 2026Q1: 1,059 shares 1,059 $140K 0.01% +16 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: 884 shares; 2024Q4: 899 shares; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 878 shares; 2025Q4: 878 shares; 2026Q1: 886 shares 886 $138K 0.01% +8 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 955 shares; 2025Q1: 964 shares; 2025Q2: 994 shares; 2025Q3: 1,026 shares; 2025Q4: 1,031 shares; 2026Q1: 941 shares 941 $138K 0.01% -90 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: 1,470 shares; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares; 2025Q2: 1,470 shares; 2025Q3: 1,470 shares; 2025Q4: 1,470 shares; 2026Q1: 1,486 shares 1,486 $137K 0.01% +16 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,544 shares; 2024Q4: 2,544 shares; 2025Q1: 2,544 shares; 2025Q2: 2,544 shares; 2025Q3: 2,544 shares; 2025Q4: 2,544 shares; 2026Q1: 2,544 shares 2,544 $135K 0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 886 shares; 2025Q1: 893 shares; 2025Q2: 893 shares; 2025Q3: 888 shares; 2025Q4: 825 shares; 2026Q1: 815 shares 815 $135K 0.01% -10 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: 669 shares; 2024Q4: 650 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 1,049 shares; 2025Q4: 959 shares; 2026Q1: 959 shares 959 $134K 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: 571 shares; 2024Q4: 571 shares; 2025Q1: 571 shares; 2025Q2: 571 shares; 2025Q3: 1,667 shares; 2025Q4: 1,565 shares; 2026Q1: 1,585 shares 1,585 $133K 0.01% +20 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: 329 shares; 2024Q4: 3,746 shares; 2025Q1: 3,418 shares; 2025Q2: 3,422 shares; 2025Q3: 3,930 shares; 2025Q4: 2,508 shares; 2026Q1: 2,545 shares 2,545 $132K 0.01% +37 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: 938 shares; 2024Q4: 938 shares; 2025Q1: 938 shares; 2025Q2: 938 shares; 2025Q3: 938 shares; 2025Q4: 938 shares; 2026Q1: 945 shares 945 $129K 0.01% +7 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 1,724 shares; 2025Q1: 1,760 shares; 2025Q2: 1,861 shares; 2025Q3: 1,861 shares; 2025Q4: 993 shares; 2026Q1: 995 shares 995 $127K 0.01% +2 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $127K 0.01% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 3,500 shares; 2025Q4: 2,800 shares; 2026Q1: 2,600 shares 2,600 $124K 0.01% -200 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: 2,901 shares; 2025Q2: 2,901 shares; 2025Q3: 1,983 shares; 2025Q4: 1,337 shares; 2026Q1: 1,337 shares 1,337 $123K 0.01% 0 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: 2,191 shares; 2025Q4: 2,219 shares; 2026Q1: 2,394 shares 2,394 $121K 0.01% +175 Timeline USMV 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $121K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 795 shares 795 $120K 0.01% new 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: 2,760 shares; 2024Q4: 2,760 shares; 2025Q1: 3,247 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares; 2025Q4: 3,526 shares; 2026Q1: 2,931 shares 2,931 $120K 0.01% -595 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: 191 shares; 2024Q4: 191 shares; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares; 2026Q1: 1,004 shares 1,004 $119K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130 shares; 2026Q1: 1,102 shares 1,102 $118K 0.01% +972 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,667 shares; 2025Q1: 1,667 shares; 2025Q2: 1,667 shares; 2025Q3: 1,659 shares; 2025Q4: 1,600 shares; 2026Q1: 1,615 shares 1,615 $118K 0.01% +15 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: 343 shares; 2024Q4: 344 shares; 2025Q1: 345 shares; 2025Q2: 340 shares; 2025Q3: 403 shares; 2025Q4: 396 shares; 2026Q1: 398 shares 398 $116K 0.01% +2 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 589 shares; 2025Q4: 598 shares; 2026Q1: 662 shares 662 $115K 0.01% +64 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: 168 shares; 2024Q4: 168 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 339 shares; 2025Q4: 326 shares; 2026Q1: 335 shares 335 $114K 0.01% +9 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: 2,789 shares; 2024Q4: 2,051 shares; 2025Q1: 2,037 shares; 2025Q2: 2,035 shares; 2025Q3: 2,084 shares; 2025Q4: 2,084 shares; 2026Q1: 1,583 shares 1,583 $113K 0.01% -501 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: 699 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 742 shares; 2025Q3: 739 shares; 2025Q4: 739 shares; 2026Q1: 737 shares 737 $113K 0.01% -2 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $112K 0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,412 shares; 2024Q4: 4,798 shares; 2025Q1: 4,056 shares; 2025Q2: 4,056 shares; 2025Q3: 4,045 shares; 2025Q4: 1,551 shares; 2026Q1: 1,539 shares 1,539 $112K 0.01% -12 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: 2,100 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares 2,900 $110K 0.01% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 3,242 shares; 2025Q1: 3,242 shares; 2025Q2: 3,242 shares; 2025Q3: 3,242 shares; 2025Q4: 3,242 shares; 2026Q1: 3,242 shares 3,242 $110K 0.01% 0 Timeline DIM 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: 1,312 shares; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 1,312 shares; 2026Q1: 1,312 shares 1,312 $109K 0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 971 shares; 2025Q4: 971 shares; 2026Q1: 971 shares 971 $104K 0.01% 0 Timeline DFSE 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: 2,423 shares; 2025Q4: 2,440 shares; 2026Q1: 2,443 shares 2,443 $104K 0.01% +3 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: 2,177 shares; 2024Q4: 2,177 shares; 2025Q1: 2,177 shares; 2025Q2: 2,177 shares; 2025Q3: 2,177 shares; 2025Q4: 2,177 shares; 2026Q1: 2,177 shares 2,177 $103K 0.01% 0 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: 376 shares; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 376 shares; 2026Q1: 376 shares 376 $102K 0.01% 0 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares 780 $102K 0.01% 0 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,059 shares; 2024Q4: 12,059 shares; 2025Q1: 12,059 shares; 2025Q2: 11,673 shares; 2025Q3: 11,673 shares; 2025Q4: 10,882 shares; 2026Q1: 10,882 shares 10,882 $101K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 599 shares; 2025Q2: 599 shares; 2025Q3: 380 shares; 2025Q4: 484 shares; 2026Q1: 501 shares 501 $99.3K 0.01% +17 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 386 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 1,387 shares; 2025Q4: 1,396 shares; 2026Q1: 1,403 shares 1,403 $97.4K 0.01% +7 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 329 shares 329 $95.6K 0.01% +4 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $95.5K 0.01% 0 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: 827 shares; 2024Q4: 827 shares; 2025Q1: 752 shares; 2025Q2: 210 shares; 2025Q3: 150 shares; 2025Q4: 1,462 shares; 2026Q1: 1,508 shares 1,508 $94.6K 0.01% +46 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 1,945 shares; 2025Q1: 1,900 shares; 2025Q2: 1,821 shares; 2025Q3: 1,648 shares; 2025Q4: 1,765 shares; 2026Q1: 1,606 shares 1,606 $94.4K 0.01% -159 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: 595 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 577 shares; 2025Q3: 474 shares; 2025Q4: 474 shares; 2026Q1: 474 shares 474 $94K 0.01% 0 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: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 350 shares; 2025Q4: 327 shares; 2026Q1: 292 shares 292 $92.9K 0.01% -35 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 337 shares; 2025Q3: 191 shares; 2025Q4: 220 shares; 2026Q1: 291 shares 291 $88.5K 0.01% +71 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 293 shares; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: 308 shares; 2025Q4: 276 shares; 2026Q1: 276 shares 276 $88.5K 0.01% 0 Timeline STXE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,513 shares; 2025Q4: 2,246 shares; 2026Q1: 2,254 shares 2,254 $88.1K 0.01% +8 Timeline ALLW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $86.5K 0.01% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 600 shares 600 $85.7K 0.01% -50 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 446 shares; 2025Q1: 347 shares; 2025Q2: 347 shares; 2025Q3: 346 shares; 2025Q4: 346 shares; 2026Q1: 354 shares 354 $84.7K 0.01% +8 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares; 2026Q1: 1,049 shares 1,049 $83.3K 0.01% +19 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: 903 shares; 2024Q4: 903 shares; 2025Q1: 919 shares; 2025Q2: 869 shares; 2025Q3: 929 shares; 2025Q4: 929 shares; 2026Q1: 929 shares 929 $82.4K 0.01% 0 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: 694 shares; 2024Q4: 694 shares; 2025Q1: 694 shares; 2025Q2: 694 shares; 2025Q3: 694 shares; 2025Q4: 694 shares; 2026Q1: 694 shares 694 $82.2K 0.01% 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 55 shares 55 $81K 0.01% +5 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: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 1,238 shares; 2026Q1: 595 shares 595 $80.9K 0.01% -643 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: 1,325 shares; 2024Q4: 1,325 shares; 2025Q1: 1,175 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares; 2026Q1: 900 shares 900 $80.4K 0.01% -175 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: 1,323 shares; 2026Q1: 1,411 shares 1,411 $80.4K 0.01% +88 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: 1,456 shares; 2024Q4: 1,456 shares; 2025Q1: 1,456 shares; 2025Q2: 1,456 shares; 2025Q3: 1,456 shares; 2025Q4: 1,456 shares; 2026Q1: 1,456 shares 1,456 $80.4K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,171 shares; 2025Q1: 1,129 shares; 2025Q2: 1,129 shares; 2025Q3: 1,129 shares; 2025Q4: 1,129 shares; 2026Q1: 1,141 shares 1,141 $79K 0.01% +12 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 542 shares; 2025Q4: 542 shares; 2026Q1: 549 shares 549 $78.7K 0.01% +7 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: 887 shares; 2024Q4: 887 shares; 2025Q1: 887 shares; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 970 shares; 2026Q1: 970 shares 970 $78.5K 0.01% 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: 354 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 358 shares; 2025Q3: 369 shares; 2025Q4: 369 shares; 2026Q1: 375 shares 375 $77.9K 0.01% +6 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $77.1K 0.01% 0 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: 1,725 shares; 2024Q4: 1,725 shares; 2025Q1: 1,725 shares; 2025Q2: 1,725 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,625 shares 1,625 $76.4K 0.01% 0 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: 775 shares; 2024Q4: 823 shares; 2025Q1: 1,195 shares; 2025Q2: 931 shares; 2025Q3: 1,138 shares; 2025Q4: 970 shares; 2026Q1: 784 shares 784 $76.2K 0.01% -186 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: 72 shares; 2024Q4: 345 shares; 2025Q1: 276 shares; 2025Q2: 277 shares; 2025Q3: 278 shares; 2025Q4: 384 shares; 2026Q1: 545 shares 545 $75.4K 0.01% +161 Timeline DGCB 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: 1,332 shares; 2025Q4: 1,370 shares; 2026Q1: 1,387 shares 1,387 $75.1K 0.01% +17 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: not reported; 2024Q4: 1,582 shares; 2025Q1: 892 shares; 2025Q2: 892 shares; 2025Q3: 892 shares; 2025Q4: 892 shares; 2026Q1: 892 shares 892 $73.1K 0.01% 0 Timeline ILCG 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: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $71.6K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $71.3K 0.01% 0 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 374 shares; 2025Q1: 374 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 394 shares; 2026Q1: 394 shares 394 $70.9K 0.01% 0 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: 978 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 816 shares; 2025Q3: 1,244 shares; 2025Q4: 1,426 shares; 2026Q1: 1,519 shares 1,519 $69.6K 0.01% +93 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,625 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 604 shares 604 $68.5K 0.01% +429 Timeline VTIP 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: 1,368 shares; 2024Q4: 1,368 shares; 2025Q1: 1,368 shares; 2025Q2: 1,368 shares; 2025Q3: 1,368 shares; 2025Q4: 1,368 shares; 2026Q1: 1,368 shares 1,368 $68.3K 0.01% 0 Timeline MINT 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: 930 shares; 2024Q4: 930 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 980 shares; 2025Q4: 659 shares; 2026Q1: 659 shares 659 $66.3K 0.01% 0 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: 436 shares; 2024Q4: 447 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 447 shares; 2026Q1: 447 shares 447 $66.2K 0.01% 0 Timeline PHO 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: 980 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 980 shares; 2026Q1: 980 shares 980 $65.5K 0.01% 0 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: 333 shares; 2024Q4: 322 shares; 2025Q1: 327 shares; 2025Q2: 312 shares; 2025Q3: 230 shares; 2025Q4: 200 shares; 2026Q1: 220 shares 220 $64.4K 0.01% +20 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: 382 shares; 2024Q4: 382 shares; 2025Q1: 393 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 456 shares; 2026Q1: 403 shares 403 $63.4K 0.01% -53 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: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 961 shares; 2025Q4: 961 shares; 2026Q1: 713 shares 713 $62.9K 0.01% -248 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 636 shares; 2025Q2: 736 shares; 2025Q3: 853 shares; 2025Q4: 853 shares; 2026Q1: 717 shares 717 $62.1K 0.01% -136 Timeline DFSV 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: 1,756 shares 1,756 $61.5K <0.01% new Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,965 shares; 2025Q1: 2,965 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,965 shares; 2026Q1: 2,965 shares 2,965 $60.7K <0.01% 0 Timeline AOA 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: 691 shares; 2024Q4: 691 shares; 2025Q1: 691 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 685 shares 685 $60.6K <0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: 1,129 shares; 2025Q1: 1,129 shares; 2025Q2: 1,129 shares; 2025Q3: 1,129 shares; 2025Q4: 1,129 shares; 2026Q1: 1,129 shares 1,129 $59.8K <0.01% 0 Timeline TIP 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: 536 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 536 shares; 2026Q1: 536 shares 536 $59.2K <0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 766 shares; 2025Q4: 766 shares; 2026Q1: 766 shares 766 $58.6K <0.01% 0 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: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 434 shares; 2026Q1: 434 shares 434 $57.7K <0.01% 0 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: 60 shares; 2024Q4: 55 shares; 2025Q1: 58 shares; 2025Q2: 60 shares; 2025Q3: 58 shares; 2025Q4: 114 shares; 2026Q1: 66 shares 66 $57K <0.01% -48 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: 489 shares; 2026Q1: 489 shares 489 $56.4K <0.01% 0 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 4,300 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $55.3K <0.01% 0 Timeline DFIP 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: 1,288 shares; 2025Q4: 1,307 shares; 2026Q1: 1,307 shares 1,307 $54.5K <0.01% 0 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: 1,094 shares; 2024Q4: 1,094 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares; 2026Q1: 1,176 shares 1,176 $54.1K <0.01% +82 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 609 shares; 2024Q4: 839 shares; 2025Q1: 770 shares; 2025Q2: 591 shares; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 584 shares 584 $53.2K <0.01% +295 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $52.9K <0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 577 shares; 2025Q3: 496 shares; 2025Q4: 496 shares; 2026Q1: 356 shares 356 $52.2K <0.01% -140 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: not reported; 2024Q4: 262 shares; 2025Q1: 462 shares; 2025Q2: 283 shares; 2025Q3: 257 shares; 2025Q4: 227 shares; 2026Q1: 226 shares 226 $52.1K <0.01% -1 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 670 shares 670 $51.8K <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: 1,352 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $51.1K <0.01% 0 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: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 24 shares; 2026Q1: 57 shares 57 $50.8K <0.01% +33 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: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 245 shares 245 $50.4K <0.01% 0 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: 315 shares; 2024Q4: 200 shares; 2025Q1: 238 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 183 shares; 2026Q1: 239 shares 239 $50K <0.01% +56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71 shares 71 $49.5K <0.01% new 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: 30 shares; 2024Q4: 408 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 448 shares; 2026Q1: 448 shares 448 $48.8K <0.01% 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: 150 shares; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 622 shares 622 $48K <0.01% new 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: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares 192 $47.6K <0.01% 0 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH 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: 1,980 shares 1,980 $47.4K <0.01% 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: 407 shares; 2025Q4: 407 shares; 2026Q1: 138 shares 138 $46.7K <0.01% -269 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 237 shares; 2025Q1: 166 shares; 2025Q2: 136 shares; 2025Q3: 161 shares; 2025Q4: 139 shares; 2026Q1: 94 shares 94 $45.5K <0.01% -45 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: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 74 shares 74 $44.7K <0.01% +4 Timeline ANGO ANGIODYNAMICS INC More: the full row for ANGIODYNAMICS 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: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 3,900 shares 3,900 $44.3K <0.01% +1,500 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 25 shares; 2025Q1: 54 shares; 2025Q2: 20 shares; 2025Q3: 15 shares; 2025Q4: 39 shares; 2026Q1: 110 shares 110 $43.6K <0.01% +71 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: 458 shares 458 $42.9K <0.01% 0 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: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 916 shares 916 $42.5K <0.01% +36 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $42.3K <0.01% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 343 shares; 2025Q4: 343 shares; 2026Q1: 343 shares 343 $41.8K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP 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: 400 shares; 2025Q4: 400 shares; 2026Q1: 200 shares 200 $41.7K <0.01% -200 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,852 shares; 2024Q4: 4,147 shares; 2025Q1: 4,147 shares; 2025Q2: 4,227 shares; 2025Q3: 4,155 shares; 2025Q4: 4,155 shares; 2026Q1: 4,155 shares 4,155 $41.6K <0.01% 0 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,829 shares; 2025Q1: 1,921 shares; 2025Q2: 1,921 shares; 2025Q3: 1,921 shares; 2025Q4: 2,014 shares; 2026Q1: 2,014 shares 2,014 $41.5K <0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $41.1K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 795 shares; 2025Q1: 759 shares; 2025Q2: 759 shares; 2025Q3: 624 shares; 2025Q4: 684 shares; 2026Q1: 680 shares 680 $40.9K <0.01% -4 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: 123 shares; 2024Q4: 47 shares; 2025Q1: 36 shares; 2025Q2: 600 shares; 2025Q3: 33 shares; 2025Q4: 37 shares; 2026Q1: 161 shares 161 $40.3K <0.01% +124 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: 108 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares 188 $40.3K <0.01% 0 Timeline DFIC 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: 1,124 shares; 2025Q4: 1,131 shares; 2026Q1: 1,133 shares 1,133 $40.2K <0.01% +2 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: 526 shares; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 519 shares; 2025Q3: 513 shares; 2025Q4: 513 shares; 2026Q1: 508 shares 508 $39.9K <0.01% -5 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: 524 shares; 2024Q4: 518 shares; 2025Q1: 778 shares; 2025Q2: 778 shares; 2025Q3: 998 shares; 2025Q4: 1,081 shares; 2026Q1: 1,080 shares 1,080 $39.7K <0.01% -1 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: 3,682 shares; 2024Q4: 3,200 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $39.1K <0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 63 shares; 2025Q1: 40 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 421 shares 421 $38.9K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 232 shares 232 $38.5K <0.01% new Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 1,232 shares; 2025Q1: 1,232 shares; 2025Q2: 1,232 shares; 2025Q3: 932 shares; 2025Q4: 932 shares; 2026Q1: 932 shares 932 $38.5K <0.01% 0 Timeline GATX GATX CORP More: the full row for GATX 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: 321 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $38.4K <0.01% 0 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: 635 shares; 2024Q4: 687 shares; 2025Q1: 668 shares; 2025Q2: 682 shares; 2025Q3: 768 shares; 2025Q4: 768 shares; 2026Q1: 608 shares 608 $37.1K <0.01% -160 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: 99 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 125 shares 125 $36.9K <0.01% +26 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,276 shares; 2025Q1: 1,276 shares; 2025Q2: 952 shares; 2025Q3: 952 shares; 2025Q4: 850 shares; 2026Q1: 880 shares 880 $36.7K <0.01% +30 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: 934 shares; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: 901 shares; 2025Q4: 901 shares; 2026Q1: 901 shares 901 $35.6K <0.01% 0 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: 5,197 shares; 2024Q4: 5,002 shares; 2025Q1: 1,212 shares; 2025Q2: 1,253 shares; 2025Q3: 1,222 shares; 2025Q4: 905 shares; 2026Q1: 1,236 shares 1,236 $35.5K <0.01% +331 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS 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: 1,000 shares 1,000 $35.5K <0.01% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 200 shares; 2025Q1: 201 shares; 2025Q2: 202 shares; 2025Q3: 204 shares; 2025Q4: 205 shares; 2026Q1: 206 shares 206 $35.4K <0.01% +1 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: 670 shares; 2024Q4: 704 shares; 2025Q1: 404 shares; 2025Q2: 460 shares; 2025Q3: 412 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $35.3K <0.01% 0 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: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $34.5K <0.01% 0 Timeline ARTY 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: 425 shares; 2025Q4: 425 shares; 2026Q1: 725 shares 725 $33.7K <0.01% +300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $33K <0.01% 0 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: 404 shares; 2024Q4: 259 shares; 2025Q1: 247 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 372 shares; 2026Q1: 296 shares 296 $33K <0.01% -76 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: 464 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 356 shares; 2025Q3: 381 shares; 2025Q4: 278 shares; 2026Q1: 246 shares 246 $32.2K <0.01% -32 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: 795 shares; 2024Q4: 795 shares; 2025Q1: 795 shares; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 795 shares; 2026Q1: 795 shares 795 $31.6K <0.01% 0 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: 310 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 197 shares 197 $31.5K <0.01% +27 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $30.6K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 73 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 93 shares 93 $30K <0.01% +5 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: 105 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 94 shares; 2025Q4: 86 shares; 2026Q1: 88 shares 88 $29.8K <0.01% +2 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 103 shares 103 $29.8K <0.01% +3 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: 179 shares; 2024Q4: 179 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 203 shares 203 $29.3K <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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 106 shares 106 $29.2K <0.01% +6 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 214 shares 214 $28.8K <0.01% new 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: 153 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 140 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $28.5K <0.01% 0 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: 168 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 73 shares 73 $28.5K <0.01% +4 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 370 shares; 2025Q2: 336 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $28.4K <0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 445 shares; 2026Q1: 445 shares 445 $27.3K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 879 shares; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 879 shares; 2025Q4: 879 shares; 2026Q1: 954 shares 954 $26.2K <0.01% +75 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: 65 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $26.1K <0.01% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 88 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 86 shares; 2025Q4: 92 shares; 2026Q1: 86 shares 86 $26.1K <0.01% -6 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: 835 shares; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 260 shares 260 $25.1K <0.01% -500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 506 shares; 2025Q4: 506 shares; 2026Q1: 506 shares 506 $23.7K <0.01% 0 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: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $23.6K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 162 shares 162 $23.4K <0.01% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 95 shares 95 $23K <0.01% -6 Timeline VGLT 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: 414 shares; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 414 shares 414 $22.9K <0.01% 0 Timeline SPTM 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: not reported; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 289 shares 289 $22.8K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 402 shares 402 $22.7K <0.01% 0 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: 965 shares; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 965 shares; 2026Q1: 965 shares 965 $22.1K <0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 984 shares 984 $21.9K <0.01% +84 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: 446 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: 69 shares; 2026Q1: 82 shares 82 $21.9K <0.01% +13 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 233 shares; 2025Q1: 231 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 177 shares 177 $21.5K <0.01% +102 Timeline VIOG 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: 168 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 171 shares 171 $21.3K <0.01% +1 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: 280 shares; 2024Q4: 231 shares; 2025Q1: 273 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 140 shares; 2026Q1: 206 shares 206 $20.4K <0.01% +66 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $20.2K <0.01% 0 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 134 shares 134 $20.1K <0.01% +9 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: 85 shares; 2024Q4: 100 shares; 2025Q1: 125 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 50 shares 50 $19.8K <0.01% +6 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $19.6K <0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 90 shares 90 $19.5K <0.01% -1 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: 659 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $19.3K <0.01% 0 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: 387 shares; 2024Q4: 387 shares; 2025Q1: 432 shares; 2025Q2: 432 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 205 shares 205 $19.3K <0.01% +31 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 77 shares; 2025Q4: 77 shares; 2026Q1: 77 shares 77 $19.1K <0.01% 0 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: 679 shares; 2024Q4: 578 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 268 shares 268 $19.1K <0.01% +18 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 350 shares; 2026Q1: 275 shares 275 $18.7K <0.01% -75 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: 381 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 25 shares; 2026Q1: 37 shares 37 $18.3K <0.01% +12 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 526 shares; 2025Q4: 529 shares; 2026Q1: 530 shares 530 $18.3K <0.01% +1 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 169 shares; 2025Q2: 206 shares; 2025Q3: 236 shares; 2025Q4: 155 shares; 2026Q1: 107 shares 107 $17.6K <0.01% -48 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC 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: 1,000 shares; 2026Q1: 1,000 shares 1,000 $17.2K <0.01% 0 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $16.9K <0.01% 0 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: 74 shares; 2024Q4: 62 shares; 2025Q1: 68 shares; 2025Q2: 72 shares; 2025Q3: 335 shares; 2025Q4: 342 shares; 2026Q1: 362 shares 362 $16.8K <0.01% +20 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 327 shares; 2025Q1: 364 shares; 2025Q2: 342 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 128 shares 128 $16.6K <0.01% +7 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: not reported; 2025Q3: 156 shares; 2025Q4: 229 shares; 2026Q1: 229 shares 229 $16.3K <0.01% 0 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: 785 shares; 2024Q4: 323 shares; 2025Q1: 312 shares; 2025Q2: 74 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 65 shares 65 $15.8K <0.01% +15 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 227 shares 227 $15.7K <0.01% new Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 588 shares 588 $15.6K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 232 shares; 2025Q1: 190 shares; 2025Q2: 170 shares; 2025Q3: 165 shares; 2025Q4: 121 shares; 2026Q1: 74 shares 74 $15.5K <0.01% -47 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 21 shares 21 $15.4K <0.01% -1 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 410 shares 410 $15.4K <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: not reported; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 206 shares; 2025Q4: 223 shares; 2026Q1: 223 shares 223 $15.3K <0.01% 0 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D 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: 185 shares 185 $15.2K <0.01% new Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 970 shares; 2026Q1: 970 shares 970 $15K <0.01% 0 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY 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: 5,000 shares; 2026Q1: 5,000 shares 5,000 $14.4K <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: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 154 shares; 2026Q1: 154 shares 154 $14.4K <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: 233 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 233 shares; 2026Q1: 233 shares 233 $14.3K <0.01% 0 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 222 shares; 2025Q1: 238 shares; 2025Q2: 249 shares; 2025Q3: 663 shares; 2025Q4: 791 shares; 2026Q1: 350 shares 350 $14.2K <0.01% -441 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 30 shares; 2025Q3: 32 shares; 2025Q4: 44 shares; 2026Q1: 52 shares 52 $14.1K <0.01% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129 shares; 2025Q4: 283 shares; 2026Q1: 125 shares 125 $14K <0.01% -158 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY 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: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares 190 $14K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42 shares; 2025Q4: 87 shares; 2026Q1: 119 shares 119 $14K <0.01% +32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90 shares; 2026Q1: 118 shares 118 $13.6K <0.01% +28 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: 381 shares; 2024Q4: 427 shares; 2025Q1: 432 shares; 2025Q2: 452 shares; 2025Q3: 452 shares; 2025Q4: 146 shares; 2026Q1: 192 shares 192 $13.6K <0.01% +46 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54 shares; 2024Q4: 59 shares; 2025Q1: 75 shares; 2025Q2: 77 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares 71 $13.3K <0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 151 shares; 2026Q1: 165 shares 165 $13.3K <0.01% +14 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 45 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 46 shares 46 $13.3K <0.01% -5 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 152 shares; 2026Q1: 119 shares 119 $13.2K <0.01% -33 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 22 shares; 2026Q1: 21 shares 21 $12.7K <0.01% -1 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO 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: 136 shares 136 $12.7K <0.01% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 119 shares 119 $12.6K <0.01% +19 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44 shares 44 $12.4K <0.01% new Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA 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: 177 shares; 2025Q3: 246 shares; 2025Q4: 119 shares; 2026Q1: 169 shares 169 $12.3K <0.01% +50 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 118 shares 118 $12.1K <0.01% -98 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 460 shares 460 $12K <0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427 shares; 2024Q4: 427 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 225 shares; 2025Q4: 191 shares; 2026Q1: 183 shares 183 $11.9K <0.01% -8 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 378 shares; 2025Q4: 374 shares; 2026Q1: 79 shares 79 $11.9K <0.01% -295 Timeline GRMN GARMIN LTD More: the full row for GARMIN 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares 50 $11.6K <0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares 330 $11.4K <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: 440 shares; 2024Q4: 440 shares; 2025Q1: 393 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 157 shares 157 $11.3K <0.01% -256 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 856 shares; 2025Q1: 856 shares; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 818 shares; 2026Q1: 818 shares 818 $11.1K <0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 41 shares; 2025Q1: 38 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 42 shares; 2026Q1: 73 shares 73 $11K <0.01% +31 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 246 shares; 2025Q1: 204 shares; 2025Q2: 137 shares; 2025Q3: 85 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $10.9K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 217 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares 216 $10.5K <0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1,079 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 538 shares; 2025Q4: 479 shares; 2026Q1: 479 shares 479 $10.4K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 38 shares; 2025Q3: 36 shares; 2025Q4: 31 shares; 2026Q1: 30 shares 30 $10.4K <0.01% -1 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares 165 $10.3K <0.01% 0 Timeline ICLN 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: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $10.1K <0.01% 0 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $9.93K <0.01% 0 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: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 67 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 73 shares 73 $9.89K <0.01% -3 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 208 shares; 2025Q1: 48 shares; 2025Q2: 39 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $9.8K <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: 205 shares; 2024Q4: 205 shares; 2025Q1: 192 shares; 2025Q2: 183 shares; 2025Q3: 371 shares; 2025Q4: 239 shares; 2026Q1: 112 shares 112 $9.73K <0.01% -127 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 86 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 97 shares 97 $9.72K <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: 458 shares 458 $9.48K <0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 141 shares; 2025Q1: 174 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 278 shares; 2026Q1: 120 shares 120 $9.45K <0.01% -158 Timeline SCZ 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: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $9.17K <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: 517 shares; 2024Q4: 314 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares 89 $8.81K <0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 72 shares; 2025Q1: 76 shares; 2025Q2: 82 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91 $8.76K <0.01% 0 Timeline