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: 166,934 shares; 2024Q4: 179,653 shares; 2025Q1: 194,392 shares; 2025Q2: 198,845 shares; 2025Q3: 211,026 shares; 2025Q4: 214,675 shares; 2026Q1: 214,106 shares 214,106 $69.2M 5.18% -569 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: 96,531 shares; 2024Q4: 95,423 shares; 2025Q1: 93,832 shares; 2025Q2: 90,146 shares; 2025Q3: 88,746 shares; 2025Q4: 88,336 shares; 2026Q1: 80,807 shares 80,807 $57.1M 4.28% -7,529 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: 320,933 shares; 2024Q4: 327,381 shares; 2025Q1: 408,093 shares; 2025Q2: 592,919 shares; 2025Q3: 637,639 shares; 2025Q4: 692,609 shares; 2026Q1: 710,952 shares 710,952 $54.8M 4.11% +18,343 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 656,746 shares; 2024Q4: 2,037,851 shares; 2025Q1: 2,125,048 shares; 2025Q2: 2,025,879 shares; 2025Q3: 2,019,089 shares; 2025Q4: 2,032,771 shares; 2026Q1: 2,119,640 shares 2,119,640 $53.6M 4.02% +86,869 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: 125,036 shares; 2024Q4: 129,980 shares; 2025Q1: 124,531 shares; 2025Q2: 129,097 shares; 2025Q3: 135,918 shares; 2025Q4: 289,404 shares; 2026Q1: 298,721 shares 298,721 $40.3M 3.02% +9,317 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: 474,207 shares; 2024Q4: 471,397 shares; 2025Q1: 485,279 shares; 2025Q2: 469,701 shares; 2025Q3: 473,930 shares; 2025Q4: 480,838 shares; 2026Q1: 491,313 shares 491,313 $38.3M 2.87% +10,475 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 486,754 shares; 2024Q4: 535,162 shares; 2025Q1: 603,360 shares; 2025Q2: 576,197 shares; 2025Q3: 613,792 shares; 2025Q4: 712,397 shares; 2026Q1: 733,804 shares 733,804 $33.5M 2.51% +21,407 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 1,038,507 shares; 2025Q4: 1,009,318 shares; 2026Q1: 1,052,246 shares 1,052,246 $25.9M 1.94% +42,928 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: 209,508 shares; 2024Q4: 230,787 shares; 2025Q1: 260,092 shares; 2025Q2: 342,632 shares; 2025Q3: 338,710 shares; 2025Q4: 353,925 shares; 2026Q1: 330,479 shares 330,479 $24.3M 1.82% -23,446 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: 93,408 shares; 2024Q4: 93,663 shares; 2025Q1: 91,744 shares; 2025Q2: 94,705 shares; 2025Q3: 92,729 shares; 2025Q4: 92,302 shares; 2026Q1: 89,261 shares 89,261 $23.5M 1.76% -3,041 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: 153,551 shares; 2024Q4: 179,858 shares; 2025Q1: 197,488 shares; 2025Q2: 233,683 shares; 2025Q3: 255,037 shares; 2025Q4: 273,520 shares; 2026Q1: 290,503 shares 290,503 $23M 1.72% +16,983 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,578 shares; 2024Q4: 237,157 shares; 2025Q1: 279,885 shares; 2025Q2: 336,558 shares; 2025Q3: 354,633 shares; 2025Q4: 353,297 shares; 2026Q1: 376,638 shares 376,638 $22.3M 1.67% +23,341 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: 180,129 shares; 2024Q4: 657,511 shares; 2025Q1: 672,250 shares; 2025Q2: 730,249 shares; 2025Q3: 804,729 shares; 2025Q4: 830,325 shares; 2026Q1: 742,117 shares 742,117 $21.8M 1.63% -88,208 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: 29,128 shares; 2024Q4: 34,351 shares; 2025Q1: 36,379 shares; 2025Q2: 32,518 shares; 2025Q3: 32,890 shares; 2025Q4: 33,016 shares; 2026Q1: 32,892 shares 32,892 $21.6M 1.62% -124 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289,272 shares; 2024Q4: 876,137 shares; 2025Q1: 873,465 shares; 2025Q2: 859,916 shares; 2025Q3: 837,192 shares; 2025Q4: 826,182 shares; 2026Q1: 815,782 shares 815,782 $21.1M 1.58% -10,400 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422,890 shares; 2024Q4: 396,986 shares; 2025Q1: 359,196 shares; 2025Q2: 330,248 shares; 2025Q3: 315,052 shares; 2025Q4: 331,265 shares; 2026Q1: 346,364 shares 346,364 $20.2M 1.51% +15,099 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: 258,103 shares; 2024Q4: 208,158 shares; 2025Q1: 203,400 shares; 2025Q2: 217,610 shares; 2025Q3: 194,948 shares; 2025Q4: 203,994 shares; 2026Q1: 216,614 shares 216,614 $19.9M 1.49% +12,620 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 781,039 shares; 2025Q4: 791,606 shares; 2026Q1: 774,685 shares 774,685 $19.3M 1.44% -16,921 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: 75,039 shares; 2024Q4: 76,594 shares; 2025Q1: 75,446 shares; 2025Q2: 72,102 shares; 2025Q3: 71,858 shares; 2025Q4: 71,850 shares; 2026Q1: 71,197 shares 71,197 $18.2M 1.36% -653 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,370 shares; 2024Q4: 698,213 shares; 2025Q1: 709,518 shares; 2025Q2: 653,127 shares; 2025Q3: 677,148 shares; 2025Q4: 701,765 shares; 2026Q1: 713,571 shares 713,571 $17.9M 1.34% +11,806 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: 85,543 shares; 2024Q4: 89,579 shares; 2025Q1: 85,181 shares; 2025Q2: 76,675 shares; 2025Q3: 83,560 shares; 2025Q4: 166,078 shares; 2026Q1: 153,254 shares 153,254 $16.8M 1.26% -12,824 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,940 shares; 2024Q4: 153,601 shares; 2025Q1: 165,125 shares; 2025Q2: 174,568 shares; 2025Q3: 154,985 shares; 2025Q4: 153,253 shares; 2026Q1: 150,548 shares 150,548 $16.7M 1.25% -2,705 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: 72,109 shares; 2024Q4: 72,503 shares; 2025Q1: 70,039 shares; 2025Q2: 65,150 shares; 2025Q3: 62,633 shares; 2025Q4: 62,176 shares; 2026Q1: 58,724 shares 58,724 $16.1M 1.21% -3,452 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,086 shares; 2024Q4: 377,657 shares; 2025Q1: 370,032 shares; 2025Q2: 318,649 shares; 2025Q3: 365,041 shares; 2025Q4: 356,666 shares; 2026Q1: 317,870 shares 317,870 $15.7M 1.18% -38,796 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,386 shares; 2024Q4: 290,140 shares; 2025Q1: 295,333 shares; 2025Q2: 306,239 shares; 2025Q3: 309,126 shares; 2025Q4: 310,182 shares; 2026Q1: 313,519 shares 313,519 $15.2M 1.14% +3,337 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: 37,039 shares; 2024Q4: 65,173 shares; 2025Q1: 59,264 shares; 2025Q2: 42,216 shares; 2025Q3: 41,393 shares; 2025Q4: 40,859 shares; 2026Q1: 40,632 shares 40,632 $15M 1.12% -227 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,086 shares; 2024Q4: 107,223 shares; 2025Q1: 106,661 shares; 2025Q2: 106,899 shares; 2025Q3: 106,457 shares; 2025Q4: 104,952 shares; 2026Q1: 101,638 shares 101,638 $14.6M 1.09% -3,314 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,466 shares; 2024Q4: 70,574 shares; 2025Q1: 84,749 shares; 2025Q2: 85,250 shares; 2025Q3: 93,654 shares; 2025Q4: 90,919 shares; 2026Q1: 86,728 shares 86,728 $14.3M 1.07% -4,191 Timeline JBND 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: 11,073 shares; 2025Q1: 9,870 shares; 2025Q2: 90,445 shares; 2025Q3: 134,782 shares; 2025Q4: 183,190 shares; 2026Q1: 251,459 shares 251,459 $13.5M 1.01% +68,269 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,161 shares; 2024Q4: 138,673 shares; 2025Q1: 149,223 shares; 2025Q2: 182,191 shares; 2025Q3: 224,059 shares; 2025Q4: 233,011 shares; 2026Q1: 250,366 shares 250,366 $12.7M 0.95% +17,355 Timeline SPMD 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: 200,598 shares; 2024Q4: 206,019 shares; 2025Q1: 210,152 shares; 2025Q2: 207,691 shares; 2025Q3: 210,525 shares; 2025Q4: 209,498 shares; 2026Q1: 211,868 shares 211,868 $12.6M 0.95% +2,370 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,143 shares; 2024Q4: 117,137 shares; 2025Q1: 115,965 shares; 2025Q2: 114,037 shares; 2025Q3: 110,403 shares; 2025Q4: 109,156 shares; 2026Q1: 100,902 shares 100,902 $12.2M 0.91% -8,254 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318,942 shares; 2024Q4: 387,663 shares; 2025Q1: 413,481 shares; 2025Q2: 429,060 shares; 2025Q3: 480,559 shares; 2025Q4: 508,361 shares; 2026Q1: 527,177 shares 527,177 $11.8M 0.88% +18,816 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: 86,023 shares; 2024Q4: 78,117 shares; 2025Q1: 86,533 shares; 2025Q2: 76,805 shares; 2025Q3: 74,957 shares; 2025Q4: 81,630 shares; 2026Q1: 78,986 shares 78,986 $11.7M 0.87% -2,644 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: 79,415 shares; 2024Q4: 84,714 shares; 2025Q1: 106,788 shares; 2025Q2: 87,155 shares; 2025Q3: 86,450 shares; 2025Q4: 83,366 shares; 2026Q1: 80,772 shares 80,772 $11.3M 0.84% -2,594 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,801 shares; 2024Q4: 141,935 shares; 2025Q1: 153,961 shares; 2025Q2: 177,602 shares; 2025Q3: 185,012 shares; 2025Q4: 194,936 shares; 2026Q1: 226,895 shares 226,895 $10.5M 0.79% +31,959 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: 116,755 shares; 2024Q4: 118,602 shares; 2025Q1: 117,678 shares; 2025Q2: 114,816 shares; 2025Q3: 120,880 shares; 2025Q4: 120,930 shares; 2026Q1: 136,447 shares 136,447 $9.59M 0.72% +15,517 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124,244 shares; 2025Q3: 163,469 shares; 2025Q4: 180,812 shares; 2026Q1: 193,227 shares 193,227 $9.06M 0.68% +12,415 Timeline LQD 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: 73,486 shares; 2024Q4: 72,873 shares; 2025Q1: 72,113 shares; 2025Q2: 76,497 shares; 2025Q3: 80,716 shares; 2025Q4: 70,557 shares; 2026Q1: 82,589 shares 82,589 $8.97M 0.67% +12,032 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: 99,138 shares; 2024Q4: 93,028 shares; 2025Q1: 73,494 shares; 2025Q2: 66,936 shares; 2025Q3: 76,565 shares; 2025Q4: 150,757 shares; 2026Q1: 146,204 shares 146,204 $8.62M 0.65% -4,553 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: 18,988 shares; 2024Q4: 19,090 shares; 2025Q1: 18,760 shares; 2025Q2: 18,623 shares; 2025Q3: 18,450 shares; 2025Q4: 18,212 shares; 2026Q1: 18,003 shares 18,003 $8.61M 0.65% -209 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,288 shares; 2024Q4: 102,830 shares; 2025Q1: 106,276 shares; 2025Q2: 113,912 shares; 2025Q3: 112,393 shares; 2025Q4: 112,219 shares; 2026Q1: 112,282 shares 112,282 $8.54M 0.64% +63 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: 14,818 shares; 2024Q4: 14,863 shares; 2025Q1: 14,737 shares; 2025Q2: 12,974 shares; 2025Q3: 13,069 shares; 2025Q4: 12,946 shares; 2026Q1: 12,963 shares 12,963 $8.49M 0.64% +17 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: 36,402 shares; 2024Q4: 36,447 shares; 2025Q1: 36,389 shares; 2025Q2: 36,361 shares; 2025Q3: 36,233 shares; 2025Q4: 35,553 shares; 2026Q1: 34,159 shares 34,159 $8.22M 0.62% -1,394 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: 11,141 shares; 2024Q4: 10,984 shares; 2025Q1: 11,900 shares; 2025Q2: 11,284 shares; 2025Q3: 11,141 shares; 2025Q4: 12,197 shares; 2026Q1: 11,736 shares 11,736 $6.86M 0.51% -461 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: 182,863 shares; 2024Q4: 191,026 shares; 2025Q1: 198,301 shares; 2025Q2: 177,368 shares; 2025Q3: 181,348 shares; 2025Q4: 187,394 shares; 2026Q1: 202,400 shares 202,400 $6.69M 0.5% +15,006 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: 26,226 shares; 2024Q4: 25,960 shares; 2025Q1: 25,210 shares; 2025Q2: 24,032 shares; 2025Q3: 23,548 shares; 2025Q4: 23,075 shares; 2026Q1: 22,195 shares 22,195 $6.6M 0.49% -880 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: 9,211 shares; 2024Q4: 8,974 shares; 2025Q1: 8,400 shares; 2025Q2: 7,671 shares; 2025Q3: 7,344 shares; 2025Q4: 7,217 shares; 2026Q1: 6,851 shares 6,851 $6.54M 0.49% -366 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: 114,007 shares; 2024Q4: 109,592 shares; 2025Q1: 107,843 shares; 2025Q2: 97,842 shares; 2025Q3: 92,508 shares; 2025Q4: 88,012 shares; 2026Q1: 81,371 shares 81,371 $6.36M 0.48% -6,641 Timeline IEUR 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: 52,764 shares; 2024Q4: 44,238 shares; 2025Q1: 86,506 shares; 2025Q2: 74,535 shares; 2025Q3: 87,322 shares; 2025Q4: 96,510 shares; 2026Q1: 84,547 shares 84,547 $6.03M 0.45% -11,963 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: 46,527 shares; 2024Q4: 48,651 shares; 2025Q1: 50,577 shares; 2025Q2: 86,684 shares; 2025Q3: 91,973 shares; 2025Q4: 102,031 shares; 2026Q1: 120,091 shares 120,091 $5.65M 0.42% +18,060 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,389 shares; 2024Q4: 63,245 shares; 2025Q1: 63,217 shares; 2025Q2: 64,042 shares; 2025Q3: 64,803 shares; 2025Q4: 64,078 shares; 2026Q1: 64,040 shares 64,040 $5.61M 0.42% -38 Timeline MBB 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: 93,624 shares; 2024Q4: 107,340 shares; 2025Q1: 112,707 shares; 2025Q2: 115,312 shares; 2025Q3: 102,664 shares; 2025Q4: 70,779 shares; 2026Q1: 57,475 shares 57,475 $5.44M 0.41% -13,304 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,312 shares; 2024Q4: 31,014 shares; 2025Q1: 30,925 shares; 2025Q2: 30,520 shares; 2025Q3: 29,532 shares; 2025Q4: 29,620 shares; 2026Q1: 29,877 shares 29,877 $5.42M 0.41% +257 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: 14,436 shares; 2024Q4: 43,669 shares; 2025Q1: 43,882 shares; 2025Q2: 43,764 shares; 2025Q3: 41,087 shares; 2025Q4: 40,715 shares; 2026Q1: 52,656 shares 52,656 $5.21M 0.39% +11,941 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: 25,745 shares; 2024Q4: 24,455 shares; 2025Q1: 22,730 shares; 2025Q2: 21,946 shares; 2025Q3: 21,709 shares; 2025Q4: 21,068 shares; 2026Q1: 21,228 shares 21,228 $5.18M 0.39% +160 Timeline SPTS 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: 117,727 shares; 2025Q3: 156,199 shares; 2025Q4: 164,527 shares; 2026Q1: 163,542 shares 163,542 $4.76M 0.36% -985 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: 5,476 shares; 2024Q4: 5,457 shares; 2025Q1: 5,070 shares; 2025Q2: 5,005 shares; 2025Q3: 4,984 shares; 2025Q4: 4,961 shares; 2026Q1: 4,742 shares 4,742 $4.73M 0.35% -219 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,536 shares; 2024Q4: 58,492 shares; 2025Q1: 41,276 shares; 2025Q2: 41,016 shares; 2025Q3: 79,066 shares; 2025Q4: 67,421 shares; 2026Q1: 89,202 shares 89,202 $4.62M 0.35% +21,781 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,427 shares; 2024Q4: 173,159 shares; 2025Q1: 163,176 shares; 2025Q2: 145,569 shares; 2025Q3: 142,620 shares; 2025Q4: 149,589 shares; 2026Q1: 150,183 shares 150,183 $4.41M 0.33% +594 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,015 shares; 2024Q4: 25,559 shares; 2025Q1: 24,813 shares; 2025Q2: 24,811 shares; 2025Q3: 24,667 shares; 2025Q4: 23,876 shares; 2026Q1: 23,717 shares 23,717 $4.37M 0.33% -159 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: 54,158 shares; 2024Q4: 48,317 shares; 2025Q1: 38,143 shares; 2025Q2: 37,057 shares; 2025Q3: 28,788 shares; 2025Q4: 24,772 shares; 2026Q1: 21,895 shares 21,895 $4.31M 0.32% -2,877 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: 39,064 shares; 2024Q4: 37,887 shares; 2025Q1: 37,605 shares; 2025Q2: 37,194 shares; 2025Q3: 36,654 shares; 2025Q4: 35,914 shares; 2026Q1: 29,876 shares 29,876 $4.3M 0.32% -6,038 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: 3,058 shares; 2024Q4: 6,769 shares; 2025Q1: 6,001 shares; 2025Q2: 9,487 shares; 2025Q3: 9,699 shares; 2025Q4: 10,594 shares; 2026Q1: 9,734 shares 9,734 $4.3M 0.32% -860 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: 54,225 shares; 2024Q4: 51,875 shares; 2025Q1: 51,136 shares; 2025Q2: 46,117 shares; 2025Q3: 45,487 shares; 2025Q4: 45,314 shares; 2026Q1: 52,542 shares 52,542 $4.28M 0.32% +7,228 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: 14,180 shares; 2024Q4: 13,938 shares; 2025Q1: 13,884 shares; 2025Q2: 13,244 shares; 2025Q3: 13,271 shares; 2025Q4: 14,044 shares; 2026Q1: 14,434 shares 14,434 $4.26M 0.32% +390 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: 72,722 shares; 2024Q4: 73,699 shares; 2025Q1: 73,601 shares; 2025Q2: 75,149 shares; 2025Q3: 75,047 shares; 2025Q4: 76,952 shares; 2026Q1: 78,045 shares 78,045 $4.23M 0.32% +1,093 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: 15,156 shares; 2024Q4: 15,129 shares; 2025Q1: 14,964 shares; 2025Q2: 14,142 shares; 2025Q3: 13,968 shares; 2025Q4: 13,793 shares; 2026Q1: 13,664 shares 13,664 $4.2M 0.31% -129 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,581 shares; 2025Q1: 1,584 shares; 2025Q2: 7,434 shares; 2025Q3: 7,438 shares; 2025Q4: 7,167 shares; 2026Q1: 13,725 shares 13,725 $4.13M 0.31% +6,558 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: 36,462 shares; 2024Q4: 37,110 shares; 2025Q1: 35,256 shares; 2025Q2: 36,928 shares; 2025Q3: 35,245 shares; 2025Q4: 34,761 shares; 2026Q1: 32,897 shares 32,897 $4.11M 0.31% -1,864 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: 16,228 shares; 2024Q4: 16,438 shares; 2025Q1: 16,652 shares; 2025Q2: 16,532 shares; 2025Q3: 16,596 shares; 2025Q4: 16,906 shares; 2026Q1: 18,303 shares 18,303 $3.85M 0.29% +1,397 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: 3,746 shares; 2024Q4: 13,758 shares; 2025Q1: 48,289 shares; 2025Q2: 19,772 shares; 2025Q3: 41,666 shares; 2025Q4: 54,698 shares; 2026Q1: 69,817 shares 69,817 $3.85M 0.29% +15,119 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,009 shares; 2024Q4: 30,471 shares; 2025Q1: 26,992 shares; 2025Q2: 20,867 shares; 2025Q3: 19,637 shares; 2025Q4: 19,506 shares; 2026Q1: 18,627 shares 18,627 $3.8M 0.28% -879 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: 35,037 shares; 2024Q4: 34,037 shares; 2025Q1: 33,773 shares; 2025Q2: 32,969 shares; 2025Q3: 32,966 shares; 2025Q4: 32,958 shares; 2026Q1: 32,845 shares 32,845 $3.76M 0.28% -113 Timeline JGLO 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: not reported; 2025Q1: not reported; 2025Q2: 41,074 shares; 2025Q3: 44,841 shares; 2025Q4: 50,925 shares; 2026Q1: 57,128 shares 57,128 $3.74M 0.28% +6,203 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: 26,260 shares; 2024Q4: 25,533 shares; 2025Q1: 25,137 shares; 2025Q2: 24,121 shares; 2025Q3: 24,553 shares; 2025Q4: 24,194 shares; 2026Q1: 23,824 shares 23,824 $3.68M 0.28% -370 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: 44,560 shares; 2024Q4: 131,939 shares; 2025Q1: 142,191 shares; 2025Q2: 118,254 shares; 2025Q3: 115,405 shares; 2025Q4: 116,709 shares; 2026Q1: 120,758 shares 120,758 $3.68M 0.28% +4,049 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: 3,935 shares; 2024Q4: 3,910 shares; 2025Q1: 3,760 shares; 2025Q2: 3,523 shares; 2025Q3: 3,535 shares; 2025Q4: 3,482 shares; 2026Q1: 6,091 shares 6,091 $3.67M 0.27% +2,609 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: 5,493 shares; 2024Q4: 5,421 shares; 2025Q1: 5,031 shares; 2025Q2: 4,981 shares; 2025Q3: 4,981 shares; 2025Q4: 4,953 shares; 2026Q1: 4,878 shares 4,878 $3.56M 0.27% -75 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,962 shares; 2024Q4: 66,996 shares; 2025Q1: 39,020 shares; 2025Q2: 103,054 shares; 2025Q3: 59,816 shares; 2025Q4: 46,591 shares; 2026Q1: 48,469 shares 48,469 $3.4M 0.25% +1,878 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: 11,861 shares; 2024Q4: 11,506 shares; 2025Q1: 16,349 shares; 2025Q2: 18,917 shares; 2025Q3: 18,909 shares; 2025Q4: 18,175 shares; 2026Q1: 18,058 shares 18,058 $3.28M 0.25% -117 Timeline RING 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: not reported; 2024Q4: 33,676 shares; 2025Q1: 35,570 shares; 2025Q2: 34,218 shares; 2025Q3: 37,007 shares; 2025Q4: 40,700 shares; 2026Q1: 39,662 shares 39,662 $3.28M 0.25% -1,038 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: 11,901 shares; 2024Q4: 13,409 shares; 2025Q1: 14,025 shares; 2025Q2: 12,589 shares; 2025Q3: 12,662 shares; 2025Q4: 12,714 shares; 2026Q1: 10,825 shares 10,825 $3.2M 0.24% -1,889 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,756 shares; 2024Q4: 13,000 shares; 2025Q1: 12,425 shares; 2025Q2: 12,042 shares; 2025Q3: 11,636 shares; 2025Q4: 11,571 shares; 2026Q1: 10,048 shares 10,048 $3.19M 0.24% -1,523 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: 9,754 shares; 2024Q4: 9,172 shares; 2025Q1: 9,172 shares; 2025Q2: 9,169 shares; 2025Q3: 9,269 shares; 2025Q4: 9,503 shares; 2026Q1: 17,531 shares 17,531 $3.08M 0.23% +8,028 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,146 shares; 2024Q4: 6,192 shares; 2025Q1: 7,066 shares; 2025Q2: 6,359 shares; 2025Q3: 6,180 shares; 2025Q4: 6,415 shares; 2026Q1: 8,492 shares 8,492 $3.07M 0.23% +2,077 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: 6,788 shares; 2024Q4: 6,410 shares; 2025Q1: 6,132 shares; 2025Q2: 6,076 shares; 2025Q3: 5,861 shares; 2025Q4: 5,722 shares; 2026Q1: 5,547 shares 5,547 $3.05M 0.23% -175 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,201 shares; 2024Q4: 37,946 shares; 2025Q1: 36,737 shares; 2025Q2: 34,575 shares; 2025Q3: 33,475 shares; 2025Q4: 65,654 shares; 2026Q1: 65,947 shares 65,947 $3.04M 0.23% +293 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: not reported; 2024Q4: not reported; 2025Q1: 34,254 shares; 2025Q2: 36,485 shares; 2025Q3: 37,505 shares; 2025Q4: 35,016 shares; 2026Q1: 32,170 shares 32,170 $3.03M 0.23% -2,846 Timeline SCHQ 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: 67,371 shares; 2024Q4: 40,216 shares; 2025Q1: 113,435 shares; 2025Q2: 85,591 shares; 2025Q3: 87,255 shares; 2025Q4: 128,500 shares; 2026Q1: 95,285 shares 95,285 $2.98M 0.22% -33,215 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: not reported; 2024Q4: not reported; 2025Q1: 12,701 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,401 shares 15,401 $2.97M 0.22% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,241 shares; 2024Q4: 24,972 shares; 2025Q1: 24,580 shares; 2025Q2: 24,360 shares; 2025Q3: 24,007 shares; 2025Q4: 23,749 shares; 2026Q1: 23,653 shares 23,653 $2.95M 0.22% -96 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,414 shares; 2024Q4: 8,837 shares; 2025Q1: not reported; 2025Q2: 5,603 shares; 2025Q3: 17,970 shares; 2025Q4: 27,276 shares; 2026Q1: 28,954 shares 28,954 $2.9M 0.22% +1,678 Timeline SCHO 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: 63,499 shares; 2024Q4: 124,018 shares; 2025Q1: 126,989 shares; 2025Q2: 123,571 shares; 2025Q3: 125,464 shares; 2025Q4: 123,395 shares; 2026Q1: 118,172 shares 118,172 $2.86M 0.21% -5,223 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: 30,385 shares; 2024Q4: 29,133 shares; 2025Q1: 28,353 shares; 2025Q2: 28,689 shares; 2025Q3: 28,587 shares; 2025Q4: 28,516 shares; 2026Q1: 27,999 shares 27,999 $2.76M 0.21% -517 Timeline XLB 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: 28,660 shares; 2024Q4: 27,756 shares; 2025Q1: 27,069 shares; 2025Q2: 27,069 shares; 2025Q3: 26,647 shares; 2025Q4: 54,375 shares; 2026Q1: 54,497 shares 54,497 $2.75M 0.21% +122 Timeline JIRE 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: not reported; 2025Q1: not reported; 2025Q2: 24,584 shares; 2025Q3: 28,503 shares; 2025Q4: 33,558 shares; 2026Q1: 34,968 shares 34,968 $2.69M 0.2% +1,410 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,616 shares; 2024Q4: 16,247 shares; 2025Q1: 15,992 shares; 2025Q2: 17,841 shares; 2025Q3: 16,829 shares; 2025Q4: 16,733 shares; 2026Q1: 15,928 shares 15,928 $2.66M 0.2% -805 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: 42,756 shares; 2024Q4: 41,366 shares; 2025Q1: 40,719 shares; 2025Q2: 37,655 shares; 2025Q3: 36,705 shares; 2025Q4: 36,528 shares; 2026Q1: 33,717 shares 33,717 $2.63M 0.2% -2,811 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,618 shares; 2024Q4: 72,393 shares; 2025Q1: 61,573 shares; 2025Q2: 48,843 shares; 2025Q3: 13,600 shares; 2025Q4: 13,063 shares; 2026Q1: 13,125 shares 13,125 $2.53M 0.19% +62 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,368 shares; 2024Q4: 81,513 shares; 2025Q1: 77,740 shares; 2025Q2: 75,144 shares; 2025Q3: 73,718 shares; 2025Q4: 80,165 shares; 2026Q1: 79,721 shares 79,721 $2.49M 0.19% -444 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: 3,550 shares; 2024Q4: 3,548 shares; 2025Q1: 3,503 shares; 2025Q2: 3,360 shares; 2025Q3: 3,455 shares; 2025Q4: 3,431 shares; 2026Q1: 4,273 shares 4,273 $2.47M 0.19% +842 Timeline JAVA 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: not reported; 2025Q1: not reported; 2025Q2: 20,812 shares; 2025Q3: 24,697 shares; 2025Q4: 30,614 shares; 2026Q1: 33,324 shares 33,324 $2.4M 0.18% +2,710 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: 14,409 shares; 2024Q4: 14,336 shares; 2025Q1: 14,140 shares; 2025Q2: 13,892 shares; 2025Q3: 13,761 shares; 2025Q4: 13,570 shares; 2026Q1: 11,979 shares 11,979 $2.38M 0.18% -1,591 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,213 shares; 2024Q4: 12,346 shares; 2025Q1: 10,626 shares; 2025Q2: 18,480 shares; 2025Q3: 11,371 shares; 2025Q4: 11,604 shares; 2026Q1: 24,579 shares 24,579 $2.34M 0.17% +12,975 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: 28,458 shares; 2024Q4: 27,086 shares; 2025Q1: 25,947 shares; 2025Q2: 27,125 shares; 2025Q3: 26,279 shares; 2025Q4: 25,482 shares; 2026Q1: 25,058 shares 25,058 $2.23M 0.17% -424 Timeline XLRE 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: 57,162 shares; 2024Q4: 55,902 shares; 2025Q1: 54,406 shares; 2025Q2: 52,329 shares; 2025Q3: 52,323 shares; 2025Q4: 52,469 shares; 2026Q1: 53,311 shares 53,311 $2.18M 0.16% +842 Timeline VDC 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: 10,560 shares; 2024Q4: 10,577 shares; 2025Q1: 10,391 shares; 2025Q2: 10,347 shares; 2025Q3: 9,748 shares; 2025Q4: 9,667 shares; 2026Q1: 9,653 shares 9,653 $2.16M 0.16% -14 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,739 shares; 2024Q4: 5,844 shares; 2025Q1: 5,687 shares; 2025Q2: 5,600 shares; 2025Q3: 5,622 shares; 2025Q4: 6,536 shares; 2026Q1: 6,237 shares 6,237 $2.06M 0.15% -299 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares; 2025Q2: 1,909 shares; 2025Q3: 1,909 shares; 2025Q4: 1,909 shares; 2026Q1: 1,848 shares 1,848 $2.05M 0.15% -61 Timeline JGRO 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: not reported; 2025Q1: not reported; 2025Q2: 15,860 shares; 2025Q3: 17,995 shares; 2025Q4: 21,910 shares; 2026Q1: 23,703 shares 23,703 $2.02M 0.15% +1,793 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: 13,954 shares; 2024Q4: 14,063 shares; 2025Q1: 14,463 shares; 2025Q2: 13,970 shares; 2025Q3: 13,910 shares; 2025Q4: 13,596 shares; 2026Q1: 13,121 shares 13,121 $2.02M 0.15% -475 Timeline VLUE 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: 13,401 shares 13,401 $1.94M 0.15% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,868 shares; 2024Q4: 10,495 shares; 2025Q1: 9,956 shares; 2025Q2: 9,428 shares; 2025Q3: 9,315 shares; 2025Q4: 9,321 shares; 2026Q1: 8,856 shares 8,856 $1.87M 0.14% -465 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: 6,823 shares; 2024Q4: 6,524 shares; 2025Q1: 6,465 shares; 2025Q2: 6,447 shares; 2025Q3: 6,422 shares; 2025Q4: 6,372 shares; 2026Q1: 6,268 shares 6,268 $1.87M 0.14% -104 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,771 shares; 2024Q4: 8,771 shares; 2025Q1: 9,810 shares; 2025Q2: 17,139 shares; 2025Q3: 13,947 shares; 2025Q4: 13,947 shares; 2026Q1: 35,511 shares 35,511 $1.85M 0.14% +21,564 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: 36,911 shares; 2024Q4: 40,831 shares; 2025Q1: 40,977 shares; 2025Q2: 33,912 shares; 2025Q3: 33,943 shares; 2025Q4: 33,809 shares; 2026Q1: 27,857 shares 27,857 $1.81M 0.14% -5,952 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: 8,488 shares; 2024Q4: 8,761 shares; 2025Q1: 10,174 shares; 2025Q2: 9,381 shares; 2025Q3: 57,384 shares; 2025Q4: 78,829 shares; 2026Q1: 71,636 shares 71,636 $1.78M 0.13% -7,193 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: 8,145 shares; 2024Q4: 7,771 shares; 2025Q1: 7,417 shares; 2025Q2: 7,117 shares; 2025Q3: 6,912 shares; 2025Q4: 6,758 shares; 2026Q1: 6,085 shares 6,085 $1.77M 0.13% -673 Timeline JMEE 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: not reported; 2025Q1: not reported; 2025Q2: 19,148 shares; 2025Q3: 21,560 shares; 2025Q4: 25,319 shares; 2026Q1: 26,139 shares 26,139 $1.76M 0.13% +820 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: 14,526 shares; 2024Q4: 14,197 shares; 2025Q1: 14,055 shares; 2025Q2: 13,848 shares; 2025Q3: 13,710 shares; 2025Q4: 13,667 shares; 2026Q1: 13,521 shares 13,521 $1.71M 0.13% -146 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,897 shares; 2024Q4: 73,315 shares; 2025Q1: 74,603 shares; 2025Q2: 67,566 shares; 2025Q3: 72,860 shares; 2025Q4: 72,661 shares; 2026Q1: 72,613 shares 72,613 $1.68M 0.13% -48 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: 8,886 shares; 2024Q4: 8,789 shares; 2025Q1: 8,783 shares; 2025Q2: 7,977 shares; 2025Q3: 7,980 shares; 2025Q4: 7,941 shares; 2026Q1: 7,765 shares 7,765 $1.67M 0.13% -176 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,772 shares; 2024Q4: 35,672 shares; 2025Q1: 32,826 shares; 2025Q2: 32,014 shares; 2025Q3: 32,016 shares; 2025Q4: 32,016 shares; 2026Q1: 31,972 shares 31,972 $1.65M 0.12% -44 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: 32,488 shares; 2024Q4: 32,376 shares; 2025Q1: 34,253 shares; 2025Q2: 33,080 shares; 2025Q3: 33,017 shares; 2025Q4: 33,533 shares; 2026Q1: 33,422 shares 33,422 $1.65M 0.12% -111 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: 3,087 shares; 2024Q4: 3,079 shares; 2025Q1: 2,978 shares; 2025Q2: 2,893 shares; 2025Q3: 2,873 shares; 2025Q4: 2,873 shares; 2026Q1: 2,873 shares 2,873 $1.64M 0.12% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,892 shares; 2024Q4: 5,141 shares; 2025Q1: 5,407 shares; 2025Q2: 5,712 shares; 2025Q3: 6,174 shares; 2025Q4: 6,218 shares; 2026Q1: 6,523 shares 6,523 $1.64M 0.12% +305 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: 3,462 shares; 2024Q4: 3,337 shares; 2025Q1: 3,320 shares; 2025Q2: 3,324 shares; 2025Q3: 3,254 shares; 2025Q4: 3,204 shares; 2026Q1: 3,204 shares 3,204 $1.58M 0.12% 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: 11,787 shares; 2024Q4: 11,396 shares; 2025Q1: 11,403 shares; 2025Q2: 11,412 shares; 2025Q3: 10,496 shares; 2025Q4: 10,506 shares; 2026Q1: 10,157 shares 10,157 $1.53M 0.11% -349 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: 6,999 shares; 2024Q4: 6,527 shares; 2025Q1: 6,502 shares; 2025Q2: 6,257 shares; 2025Q3: 6,228 shares; 2025Q4: 6,478 shares; 2026Q1: 6,393 shares 6,393 $1.51M 0.11% -85 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: 8,706 shares; 2024Q4: 8,553 shares; 2025Q1: 8,140 shares; 2025Q2: 7,503 shares; 2025Q3: 7,304 shares; 2025Q4: 7,056 shares; 2026Q1: 7,597 shares 7,597 $1.5M 0.11% +541 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: 7,022 shares; 2024Q4: 6,953 shares; 2025Q1: 6,703 shares; 2025Q2: 6,440 shares; 2025Q3: 6,481 shares; 2025Q4: 6,475 shares; 2026Q1: 6,476 shares 6,476 $1.48M 0.11% +1 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: 7,380 shares; 2024Q4: 7,617 shares; 2025Q1: 7,435 shares; 2025Q2: 6,741 shares; 2025Q3: 6,732 shares; 2025Q4: 6,504 shares; 2026Q1: 6,351 shares 6,351 $1.47M 0.11% -153 Timeline USIG 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: 24,011 shares; 2024Q4: 25,644 shares; 2025Q1: 25,694 shares; 2025Q2: 27,869 shares; 2025Q3: 27,622 shares; 2025Q4: 27,129 shares; 2026Q1: 28,010 shares 28,010 $1.43M 0.11% +881 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: 41,039 shares; 2024Q4: 41,237 shares; 2025Q1: 39,439 shares; 2025Q2: 38,260 shares; 2025Q3: 37,679 shares; 2025Q4: 37,681 shares; 2026Q1: 34,233 shares 34,233 $1.42M 0.11% -3,448 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: 1,673 shares; 2024Q4: 1,608 shares; 2025Q1: 1,565 shares; 2025Q2: 1,539 shares; 2025Q3: 1,539 shares; 2025Q4: 1,539 shares; 2026Q1: 1,539 shares 1,539 $1.42M 0.11% 0 Timeline JPIE 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: not reported; 2025Q1: not reported; 2025Q2: 22,057 shares; 2025Q3: 29,985 shares; 2025Q4: 33,550 shares; 2026Q1: 30,597 shares 30,597 $1.4M 0.11% -2,953 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: 12,625 shares; 2024Q4: 11,674 shares; 2025Q1: 9,963 shares; 2025Q2: 9,875 shares; 2025Q3: 9,875 shares; 2025Q4: 9,634 shares; 2026Q1: 9,592 shares 9,592 $1.39M 0.1% -42 Timeline FEZ 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: 23,879 shares; 2024Q4: 23,148 shares; 2025Q1: 22,800 shares; 2025Q2: 46,783 shares; 2025Q3: 22,986 shares; 2025Q4: 23,106 shares; 2026Q1: 21,990 shares 21,990 $1.39M 0.1% -1,116 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: 8,242 shares; 2024Q4: 12,099 shares; 2025Q1: 10,071 shares; 2025Q2: 7,494 shares; 2025Q3: 7,451 shares; 2025Q4: 7,788 shares; 2026Q1: 8,615 shares 8,615 $1.39M 0.1% +827 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: 24,246 shares; 2024Q4: 17,647 shares; 2025Q1: 17,647 shares; 2025Q2: 10,565 shares; 2025Q3: 10,850 shares; 2025Q4: 9,478 shares; 2026Q1: 9,444 shares 9,444 $1.38M 0.1% -34 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,964 shares; 2024Q4: 38,391 shares; 2025Q1: 32,449 shares; 2025Q2: 30,664 shares; 2025Q3: 30,647 shares; 2025Q4: 30,435 shares; 2026Q1: 29,929 shares 29,929 $1.38M 0.1% -506 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,067 shares; 2025Q1: 2,067 shares; 2025Q2: 1,947 shares; 2025Q3: 1,947 shares; 2025Q4: 1,943 shares; 2026Q1: 1,919 shares 1,919 $1.34M 0.1% -24 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: 14,753 shares; 2024Q4: 14,502 shares; 2025Q1: 11,254 shares; 2025Q2: 10,598 shares; 2025Q3: 10,190 shares; 2025Q4: 11,313 shares; 2026Q1: 10,962 shares 10,962 $1.32M 0.1% -351 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: 7,259 shares; 2024Q4: 6,597 shares; 2025Q1: 6,880 shares; 2025Q2: 6,429 shares; 2025Q3: 6,054 shares; 2025Q4: 6,254 shares; 2026Q1: 6,122 shares 6,122 $1.32M 0.1% -132 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,895 shares; 2024Q4: 19,132 shares; 2025Q1: 20,812 shares; 2025Q2: 23,614 shares; 2025Q3: 26,246 shares; 2025Q4: 26,362 shares; 2026Q1: 25,918 shares 25,918 $1.31M 0.1% -444 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: 6,806 shares; 2024Q4: 7,392 shares; 2025Q1: 8,250 shares; 2025Q2: 8,049 shares; 2025Q3: 6,760 shares; 2025Q4: 6,759 shares; 2026Q1: 6,499 shares 6,499 $1.27M 0.09% -260 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: 21,030 shares; 2024Q4: 20,086 shares; 2025Q1: 18,911 shares; 2025Q2: 17,580 shares; 2025Q3: 16,986 shares; 2025Q4: 14,693 shares; 2026Q1: 12,774 shares 12,774 $1.23M 0.09% -1,919 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,667 shares; 2024Q4: 4,542 shares; 2025Q1: 6,332 shares; 2025Q2: 4,783 shares; 2025Q3: 4,665 shares; 2025Q4: 4,939 shares; 2026Q1: 4,704 shares 4,704 $1.22M 0.09% -235 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: 4,645 shares; 2024Q4: 4,439 shares; 2025Q1: 4,332 shares; 2025Q2: 4,294 shares; 2025Q3: 4,295 shares; 2025Q4: 4,226 shares; 2026Q1: 4,180 shares 4,180 $1.2M 0.09% -46 Timeline EWJ 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: 4,141 shares; 2024Q4: 19,741 shares; 2025Q1: 14,983 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,543 shares; 2026Q1: 13,711 shares 13,711 $1.19M 0.09% +168 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: 3,262 shares; 2024Q4: 3,304 shares; 2025Q1: 3,457 shares; 2025Q2: 2,359 shares; 2025Q3: 2,361 shares; 2025Q4: 2,563 shares; 2026Q1: 2,546 shares 2,546 $1.19M 0.09% -17 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,142 shares; 2024Q4: 4,026 shares; 2025Q1: 3,933 shares; 2025Q2: 3,766 shares; 2025Q3: 3,708 shares; 2025Q4: 3,637 shares; 2026Q1: 3,614 shares 3,614 $1.18M 0.09% -23 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: 4,274 shares; 2024Q4: 4,273 shares; 2025Q1: 4,477 shares; 2025Q2: 4,314 shares; 2025Q3: 4,309 shares; 2025Q4: 4,256 shares; 2026Q1: 4,256 shares 4,256 $1.18M 0.09% 0 Timeline TFI 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: 28,451 shares; 2024Q4: 31,959 shares; 2025Q1: 34,271 shares; 2025Q2: 28,349 shares; 2025Q3: 24,915 shares; 2025Q4: 25,883 shares; 2026Q1: 25,877 shares 25,877 $1.17M 0.09% -6 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,584 shares; 2024Q4: 11,092 shares; 2025Q1: 11,102 shares; 2025Q2: 11,138 shares; 2025Q3: 10,287 shares; 2025Q4: 9,935 shares; 2026Q1: 9,110 shares 9,110 $1.16M 0.09% -825 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: 21,249 shares; 2024Q4: 18,726 shares; 2025Q1: 18,203 shares; 2025Q2: 17,992 shares; 2025Q3: 17,843 shares; 2025Q4: 17,355 shares; 2026Q1: 15,101 shares 15,101 $1.15M 0.09% -2,254 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: 2,536 shares; 2024Q4: 2,512 shares; 2025Q1: 2,579 shares; 2025Q2: 2,520 shares; 2025Q3: 2,567 shares; 2025Q4: 2,542 shares; 2026Q1: 3,012 shares 3,012 $1.15M 0.09% +470 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: 5,779 shares; 2024Q4: 5,770 shares; 2025Q1: 5,771 shares; 2025Q2: 5,627 shares; 2025Q3: 5,629 shares; 2025Q4: 5,419 shares; 2026Q1: 5,434 shares 5,434 $1.14M 0.09% +15 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: 11,311 shares; 2024Q4: 11,837 shares; 2025Q1: 12,126 shares; 2025Q2: 12,132 shares; 2025Q3: 12,048 shares; 2025Q4: 12,907 shares; 2026Q1: 12,237 shares 12,237 $1.14M 0.09% -670 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: not reported; 2024Q4: not reported; 2025Q1: 16,647 shares; 2025Q2: 20,629 shares; 2025Q3: 20,639 shares; 2025Q4: 20,624 shares; 2026Q1: 20,581 shares 20,581 $1.13M 0.08% -43 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,596 shares; 2024Q4: 9,563 shares; 2025Q1: 9,617 shares; 2025Q2: 7,678 shares; 2025Q3: 8,641 shares; 2025Q4: 7,907 shares; 2026Q1: 7,905 shares 7,905 $1.13M 0.08% -2 Timeline EZU 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: 6,769 shares; 2024Q4: 7,766 shares; 2025Q1: 8,853 shares; 2025Q2: 17,791 shares; 2025Q3: 17,789 shares; 2025Q4: 17,785 shares; 2026Q1: 17,568 shares 17,568 $1.12M 0.08% -217 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: 56,828 shares; 2024Q4: 75,910 shares; 2025Q1: 71,876 shares; 2025Q2: 49,472 shares; 2025Q3: 39,492 shares; 2025Q4: 39,505 shares; 2026Q1: 22,345 shares 22,345 $1.12M 0.08% -17,160 Timeline AOR 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: 17,217 shares; 2024Q4: 17,217 shares; 2025Q1: 17,217 shares; 2025Q2: 17,034 shares; 2025Q3: 17,034 shares; 2025Q4: 17,034 shares; 2026Q1: 17,034 shares 17,034 $1.1M 0.08% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,813 shares 2,813 $1.1M 0.08% new Timeline ACWV 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: 7,371 shares; 2024Q4: 7,313 shares; 2025Q1: 9,445 shares; 2025Q2: 9,384 shares; 2025Q3: 9,124 shares; 2025Q4: 9,125 shares; 2026Q1: 9,160 shares 9,160 $1.09M 0.08% +35 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,066 shares; 2025Q4: 26,941 shares; 2026Q1: 61,132 shares 61,132 $1.07M 0.08% +34,191 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,510 shares; 2024Q4: 31,310 shares; 2025Q1: 31,263 shares; 2025Q2: 30,452 shares; 2025Q3: 30,452 shares; 2025Q4: 33,002 shares; 2026Q1: 32,616 shares 32,616 $999K 0.07% -386 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: 3,993 shares; 2024Q4: 3,884 shares; 2025Q1: 3,567 shares; 2025Q2: 3,282 shares; 2025Q3: 3,324 shares; 2025Q4: 3,294 shares; 2026Q1: 3,294 shares 3,294 $993K 0.07% 0 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: 1,055 shares; 2025Q1: 1,034 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 1,034 shares 1,034 $990K 0.07% 0 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $977K 0.07% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 531 shares; 2025Q1: 541 shares; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 537 shares; 2026Q1: 547 shares 547 $940K 0.07% +10 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,621 shares; 2024Q4: 8,621 shares; 2025Q1: 7,420 shares; 2025Q2: 7,420 shares; 2025Q3: 7,420 shares; 2025Q4: 7,420 shares; 2026Q1: 7,285 shares 7,285 $930K 0.07% -135 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,940 shares; 2025Q4: 6,438 shares; 2026Q1: 8,032 shares 8,032 $920K 0.07% +1,594 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: 5,204 shares; 2024Q4: 5,208 shares; 2025Q1: 5,212 shares; 2025Q2: 7,556 shares; 2025Q3: 7,559 shares; 2025Q4: 7,559 shares; 2026Q1: 6,459 shares 6,459 $920K 0.07% -1,100 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: 4,291 shares; 2024Q4: 4,318 shares; 2025Q1: 5,509 shares; 2025Q2: 5,465 shares; 2025Q3: 4,632 shares; 2025Q4: 5,751 shares; 2026Q1: 5,734 shares 5,734 $902K 0.07% -17 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: 19,208 shares; 2024Q4: 18,918 shares; 2025Q1: 16,546 shares; 2025Q2: 15,115 shares; 2025Q3: 13,683 shares; 2025Q4: 13,736 shares; 2026Q1: 13,134 shares 13,134 $894K 0.07% -602 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,356 shares; 2024Q4: 24,762 shares; 2025Q1: 23,864 shares; 2025Q2: 23,814 shares; 2025Q3: 20,920 shares; 2025Q4: 19,826 shares; 2026Q1: 17,813 shares 17,813 $862K 0.06% -2,013 Timeline SPHY 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: 10,145 shares; 2025Q1: 15,376 shares; 2025Q2: 19,048 shares; 2025Q3: 29,621 shares; 2025Q4: 31,795 shares; 2026Q1: 36,365 shares 36,365 $845K 0.06% +4,570 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: 471 shares; 2024Q4: 471 shares; 2025Q1: 480 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 980 shares; 2026Q1: 980 shares 980 $843K 0.06% 0 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: 1,409 shares; 2024Q4: 1,426 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares 1,350 $834K 0.06% 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: 3,087 shares; 2024Q4: 3,063 shares; 2025Q1: 2,998 shares; 2025Q2: 2,791 shares; 2025Q3: 2,792 shares; 2025Q4: 2,793 shares; 2026Q1: 2,794 shares 2,794 $808K 0.06% +1 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,717 shares; 2024Q4: 11,640 shares; 2025Q1: 11,300 shares; 2025Q2: 8,225 shares; 2025Q3: 8,195 shares; 2025Q4: 7,607 shares; 2026Q1: 7,448 shares 7,448 $804K 0.06% -159 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: 3,294 shares; 2025Q1: 3,168 shares; 2025Q2: 3,166 shares; 2025Q3: 3,166 shares; 2025Q4: 3,166 shares; 2026Q1: 3,651 shares 3,651 $790K 0.06% +485 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,687 shares; 2024Q4: 4,695 shares; 2025Q1: 4,703 shares; 2025Q2: 4,710 shares; 2025Q3: 4,719 shares; 2025Q4: 4,574 shares; 2026Q1: 4,582 shares 4,582 $788K 0.06% +8 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 4,553 shares; 2025Q1: 4,441 shares; 2025Q2: 4,342 shares; 2025Q3: 3,930 shares; 2025Q4: 3,711 shares; 2026Q1: 3,384 shares 3,384 $773K 0.06% -327 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: 3,570 shares; 2024Q4: 3,344 shares; 2025Q1: 3,260 shares; 2025Q2: 3,261 shares; 2025Q3: 3,153 shares; 2025Q4: 3,136 shares; 2026Q1: 3,179 shares 3,179 $773K 0.06% +43 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 3,191 shares; 2025Q1: 3,226 shares; 2025Q2: 2,372 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares; 2026Q1: 2,747 shares 2,747 $768K 0.06% +153 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $765K 0.06% 0 Timeline IYG 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: 3,571 shares; 2025Q2: 8,988 shares; 2025Q3: 8,972 shares; 2025Q4: 9,070 shares; 2026Q1: 9,059 shares 9,059 $751K 0.06% -11 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: 12,829 shares; 2024Q4: 11,274 shares; 2025Q1: 9,971 shares; 2025Q2: 9,605 shares; 2025Q3: 9,507 shares; 2025Q4: 8,962 shares; 2026Q1: 8,265 shares 8,265 $747K 0.06% -697 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $732K 0.05% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,245 shares; 2024Q4: 19,995 shares; 2025Q1: 19,197 shares; 2025Q2: 18,780 shares; 2025Q3: 18,580 shares; 2025Q4: 18,568 shares; 2026Q1: 16,182 shares 16,182 $722K 0.05% -2,386 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $716K 0.05% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,768 shares; 2025Q2: 1,667 shares; 2025Q3: 1,667 shares; 2025Q4: 1,667 shares; 2026Q1: 1,640 shares 1,640 $702K 0.05% -27 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: 1,501 shares; 2024Q4: 1,501 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $697K 0.05% 0 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: 1,707 shares; 2024Q4: 1,681 shares; 2025Q1: 1,630 shares; 2025Q2: 1,630 shares; 2025Q3: 1,630 shares; 2025Q4: 1,630 shares; 2026Q1: 1,631 shares 1,631 $694K 0.05% +1 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: 3,162 shares; 2024Q4: 3,020 shares; 2025Q1: 3,740 shares; 2025Q2: 3,368 shares; 2025Q3: 3,293 shares; 2025Q4: 3,253 shares; 2026Q1: 2,831 shares 2,831 $688K 0.05% -422 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: 9,402 shares; 2024Q4: 8,861 shares; 2025Q1: 8,581 shares; 2025Q2: 8,525 shares; 2025Q3: 8,315 shares; 2025Q4: 8,264 shares; 2026Q1: 8,044 shares 8,044 $687K 0.05% -220 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,237 shares; 2024Q4: 18,129 shares; 2025Q1: 17,316 shares; 2025Q2: 16,407 shares; 2025Q3: 15,683 shares; 2025Q4: 15,525 shares; 2026Q1: 15,392 shares 15,392 $682K 0.05% -133 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,093 shares; 2024Q4: 13,638 shares; 2025Q1: 9,358 shares; 2025Q2: 9,358 shares; 2025Q3: 9,358 shares; 2025Q4: 9,360 shares; 2026Q1: 9,730 shares 9,730 $675K 0.05% +370 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: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,177 shares; 2025Q2: 3,234 shares; 2025Q3: 3,234 shares; 2025Q4: 3,234 shares; 2026Q1: 3,083 shares 3,083 $663K 0.05% -151 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 1,323 shares; 2025Q1: 1,267 shares; 2025Q2: 1,267 shares; 2025Q3: 1,255 shares; 2025Q4: 6,275 shares; 2026Q1: 6,275 shares 6,275 $653K 0.05% 0 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: 1,193 shares; 2024Q4: 1,194 shares; 2025Q1: 1,194 shares; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares; 2025Q4: 1,046 shares; 2026Q1: 1,046 shares 1,046 $650K 0.05% 0 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: 16,478 shares; 2024Q4: 16,478 shares; 2025Q1: 16,478 shares; 2025Q2: 16,464 shares; 2025Q3: 16,464 shares; 2025Q4: 16,464 shares; 2026Q1: 16,464 shares 16,464 $644K 0.05% 0 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,222 shares; 2025Q3: 13,595 shares; 2025Q4: 13,595 shares; 2026Q1: 13,595 shares 13,595 $631K 0.05% 0 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: 11,028 shares; 2024Q4: 10,693 shares; 2025Q1: 10,076 shares; 2025Q2: 10,322 shares; 2025Q3: 9,463 shares; 2025Q4: 7,361 shares; 2026Q1: 6,747 shares 6,747 $625K 0.05% -614 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,451 shares; 2025Q2: 25,361 shares; 2025Q3: 28,777 shares; 2025Q4: 29,023 shares; 2026Q1: 33,915 shares 33,915 $624K 0.05% +4,892 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: 5,605 shares; 2024Q4: 5,451 shares; 2025Q1: 5,331 shares; 2025Q2: 4,706 shares; 2025Q3: 4,681 shares; 2025Q4: 4,681 shares; 2026Q1: 4,681 shares 4,681 $620K 0.05% 0 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: 39,528 shares; 2024Q4: 39,425 shares; 2025Q1: 8,065 shares; 2025Q2: 8,058 shares; 2025Q3: 7,924 shares; 2025Q4: 7,546 shares; 2026Q1: 6,879 shares 6,879 $617K 0.05% -667 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,615 shares; 2024Q4: 8,967 shares; 2025Q1: 8,783 shares; 2025Q2: 9,089 shares; 2025Q3: 8,935 shares; 2025Q4: 8,987 shares; 2026Q1: 8,654 shares 8,654 $612K 0.05% -333 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: 1,843 shares; 2024Q4: 1,806 shares; 2025Q1: 1,779 shares; 2025Q2: 1,727 shares; 2025Q3: 1,722 shares; 2025Q4: 1,722 shares; 2026Q1: 1,722 shares 1,722 $608K 0.05% 0 Timeline FELV 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: 42,772 shares; 2024Q4: 21,797 shares; 2025Q1: 18,483 shares; 2025Q2: 18,571 shares; 2025Q3: 18,652 shares; 2025Q4: 18,729 shares; 2026Q1: 17,141 shares 17,141 $601K 0.05% -1,588 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 1,117 shares; 2025Q2: 1,109 shares; 2025Q3: 1,109 shares; 2025Q4: 1,109 shares; 2026Q1: 1,000 shares 1,000 $599K 0.04% -109 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,146 shares; 2024Q4: 1,144 shares; 2025Q1: 1,744 shares; 2025Q2: 1,744 shares; 2025Q3: 1,744 shares; 2025Q4: 1,744 shares; 2026Q1: 1,744 shares 1,744 $590K 0.04% 0 Timeline SPSB 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: 11,033 shares; 2024Q4: 11,033 shares; 2025Q1: 11,033 shares; 2025Q2: 10,482 shares; 2025Q3: 10,482 shares; 2025Q4: 10,482 shares; 2026Q1: 19,688 shares 19,688 $590K 0.04% +9,206 Timeline SPMB 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: 27,113 shares; 2024Q4: 27,120 shares; 2025Q1: 27,019 shares; 2025Q2: 26,701 shares; 2025Q3: 26,704 shares; 2025Q4: 26,378 shares; 2026Q1: 26,380 shares 26,380 $589K 0.04% +2 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: 3,574 shares; 2024Q4: 3,545 shares; 2025Q1: 2,707 shares; 2025Q2: 2,355 shares; 2025Q3: 2,146 shares; 2025Q4: 1,969 shares; 2026Q1: 1,870 shares 1,870 $586K 0.04% -99 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: 7,594 shares; 2024Q4: 7,414 shares; 2025Q1: 6,990 shares; 2025Q2: 6,702 shares; 2025Q3: 6,426 shares; 2025Q4: 6,427 shares; 2026Q1: 6,001 shares 6,001 $585K 0.04% -426 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: 2,453 shares; 2024Q4: 2,454 shares; 2025Q1: 2,471 shares; 2025Q2: 2,959 shares; 2025Q3: 2,960 shares; 2025Q4: 2,546 shares; 2026Q1: 2,837 shares 2,837 $579K 0.04% +291 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,856 shares; 2025Q3: 4,332 shares; 2025Q4: 4,645 shares; 2026Q1: 11,052 shares 11,052 $579K 0.04% +6,407 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,610 shares; 2025Q1: 1,610 shares; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares; 2025Q4: 1,610 shares; 2026Q1: 1,580 shares 1,580 $578K 0.04% -30 Timeline VUSB 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: 15,116 shares; 2024Q4: 12,269 shares; 2025Q1: 13,310 shares; 2025Q2: 12,606 shares; 2025Q3: 11,591 shares; 2025Q4: 11,591 shares; 2026Q1: 11,591 shares 11,591 $575K 0.04% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,751 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares; 2026Q1: 1,161 shares 1,161 $573K 0.04% 0 Timeline BBAG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,402 shares 12,402 $570K 0.04% new 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: 1,330 shares; 2024Q4: 1,193 shares; 2025Q1: 1,052 shares; 2025Q2: 1,121 shares; 2025Q3: 1,110 shares; 2025Q4: 1,312 shares; 2026Q1: 1,289 shares 1,289 $564K 0.04% -23 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: 3,495 shares; 2024Q4: 3,275 shares; 2025Q1: 2,931 shares; 2025Q2: 2,931 shares; 2025Q3: 3,816 shares; 2025Q4: 2,816 shares; 2026Q1: 2,791 shares 2,791 $562K 0.04% -25 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: 7,552 shares; 2024Q4: 7,508 shares; 2025Q1: 8,222 shares; 2025Q2: 8,055 shares; 2025Q3: 7,307 shares; 2025Q4: 8,705 shares; 2026Q1: 8,541 shares 8,541 $559K 0.04% -164 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,624 shares; 2024Q4: 5,113 shares; 2025Q1: 4,764 shares; 2025Q2: 5,109 shares; 2025Q3: 5,148 shares; 2025Q4: 5,148 shares; 2026Q1: 5,148 shares 5,148 $548K 0.04% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,820 shares; 2024Q4: 8,820 shares; 2025Q1: 7,510 shares; 2025Q2: 7,510 shares; 2025Q3: 7,201 shares; 2025Q4: 7,201 shares; 2026Q1: 6,837 shares 6,837 $545K 0.04% -364 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,450 shares; 2024Q4: 6,450 shares; 2025Q1: 6,450 shares; 2025Q2: 6,450 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 6,100 shares 6,100 $544K 0.04% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,453 shares 6,453 $531K 0.04% new Timeline PCY 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: 26,533 shares; 2024Q4: 26,320 shares; 2025Q1: 26,319 shares; 2025Q2: 25,683 shares; 2025Q3: 25,660 shares; 2025Q4: 25,587 shares; 2026Q1: 25,154 shares 25,154 $528K 0.04% -433 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,871 shares; 2024Q4: 27,307 shares; 2025Q1: 26,380 shares; 2025Q2: 24,560 shares; 2025Q3: 21,363 shares; 2025Q4: 21,288 shares; 2026Q1: 20,892 shares 20,892 $519K 0.04% -396 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 1,714 shares; 2025Q1: 1,711 shares; 2025Q2: 1,664 shares; 2025Q3: 1,682 shares; 2025Q4: 1,682 shares; 2026Q1: 1,770 shares 1,770 $518K 0.04% +88 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: 956 shares; 2024Q4: 950 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 991 shares; 2026Q1: 1,147 shares 1,147 $493K 0.04% +156 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: 5,132 shares; 2024Q4: 4,471 shares; 2025Q1: 4,264 shares; 2025Q2: 4,063 shares; 2025Q3: 4,241 shares; 2025Q4: 4,199 shares; 2026Q1: 3,762 shares 3,762 $492K 0.04% -437 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: 1,312 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,394 shares; 2025Q4: 1,338 shares; 2026Q1: 2,339 shares 2,339 $492K 0.04% +1,001 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,952 shares; 2024Q4: 15,607 shares; 2025Q1: 18,939 shares; 2025Q2: 17,130 shares; 2025Q3: 17,846 shares; 2025Q4: 17,285 shares; 2026Q1: 16,781 shares 16,781 $479K 0.04% -504 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,663 shares; 2025Q3: 9,663 shares; 2025Q4: 9,663 shares; 2026Q1: 9,663 shares 9,663 $478K 0.04% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,452 shares; 2024Q4: 4,766 shares; 2025Q1: 4,600 shares; 2025Q2: 4,537 shares; 2025Q3: 4,387 shares; 2025Q4: 4,387 shares; 2026Q1: 4,337 shares 4,337 $476K 0.04% -50 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 5,265 shares; 2025Q1: 5,265 shares; 2025Q2: 6,760 shares; 2025Q3: 6,760 shares; 2025Q4: 6,760 shares; 2026Q1: 6,760 shares 6,760 $474K 0.04% 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: 5,005 shares; 2024Q4: 4,387 shares; 2025Q1: 4,271 shares; 2025Q2: 3,624 shares; 2025Q3: 3,624 shares; 2025Q4: 3,617 shares; 2026Q1: 3,602 shares 3,602 $474K 0.04% -15 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,498 shares; 2025Q2: 4,254 shares; 2025Q3: 4,107 shares; 2025Q4: 4,115 shares; 2026Q1: 4,106 shares 4,106 $474K 0.04% -9 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: 10,304 shares; 2024Q4: 12,788 shares; 2025Q1: 15,060 shares; 2025Q2: 20,194 shares; 2025Q3: 20,420 shares; 2025Q4: 16,682 shares; 2026Q1: 16,638 shares 16,638 $471K 0.04% -44 Timeline PFM 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: 12,278 shares; 2024Q4: 11,673 shares; 2025Q1: 11,220 shares; 2025Q2: 10,461 shares; 2025Q3: 10,093 shares; 2025Q4: 9,978 shares; 2026Q1: 9,146 shares 9,146 $468K 0.04% -832 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: 9,608 shares; 2024Q4: 7,712 shares; 2025Q1: 6,454 shares; 2025Q2: 6,207 shares; 2025Q3: 5,881 shares; 2025Q4: 5,881 shares; 2026Q1: 4,530 shares 4,530 $464K 0.03% -1,351 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: 1,906 shares; 2024Q4: 1,873 shares; 2025Q1: 1,873 shares; 2025Q2: 1,848 shares; 2025Q3: 1,541 shares; 2025Q4: 1,541 shares; 2026Q1: 1,541 shares 1,541 $446K 0.03% 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: 828 shares; 2024Q4: 828 shares; 2025Q1: 828 shares; 2025Q2: 1,028 shares; 2025Q3: 1,195 shares; 2025Q4: 1,195 shares; 2026Q1: 1,231 shares 1,231 $432K 0.03% +36 Timeline SMMU 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: 10,261 shares; 2024Q4: 8,507 shares; 2025Q1: 8,522 shares; 2025Q2: 8,552 shares; 2025Q3: 8,552 shares; 2025Q4: 8,552 shares; 2026Q1: 8,552 shares 8,552 $431K 0.03% 0 Timeline EFAV 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: 4,652 shares; 2025Q3: 4,652 shares; 2025Q4: 4,652 shares; 2026Q1: 4,652 shares 4,652 $428K 0.03% 0 Timeline VWOB 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: not reported; 2024Q4: not reported; 2025Q1: 3,241 shares; 2025Q2: 3,911 shares; 2025Q3: 4,805 shares; 2025Q4: 5,096 shares; 2026Q1: 6,370 shares 6,370 $418K 0.03% +1,274 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,590 shares; 2024Q4: 5,493 shares; 2025Q1: 5,507 shares; 2025Q2: 4,410 shares; 2025Q3: 4,312 shares; 2025Q4: 4,315 shares; 2026Q1: 4,253 shares 4,253 $417K 0.03% -62 Timeline FUTY 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: 6,833 shares; 2024Q4: 6,796 shares; 2025Q1: 6,826 shares; 2025Q2: 6,884 shares; 2025Q3: 6,888 shares; 2025Q4: 6,891 shares; 2026Q1: 6,995 shares 6,995 $415K 0.03% +104 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,512 shares; 2024Q4: 8,512 shares; 2025Q1: 8,512 shares; 2025Q2: 8,512 shares; 2025Q3: 8,512 shares; 2025Q4: 8,512 shares; 2026Q1: 8,512 shares 8,512 $412K 0.03% 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: 982 shares; 2025Q3: 979 shares; 2025Q4: 979 shares; 2026Q1: 1,138 shares 1,138 $409K 0.03% +159 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: 2,155 shares; 2024Q4: 2,246 shares; 2025Q1: 2,304 shares; 2025Q2: 1,955 shares; 2025Q3: 1,885 shares; 2025Q4: 1,885 shares; 2026Q1: 1,973 shares 1,973 $409K 0.03% +88 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: 3,335 shares; 2024Q4: 3,145 shares; 2025Q1: 3,151 shares; 2025Q2: 3,158 shares; 2025Q3: 3,165 shares; 2025Q4: 3,175 shares; 2026Q1: 3,038 shares 3,038 $407K 0.03% -137 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,998 shares; 2024Q4: 5,998 shares; 2025Q1: 5,859 shares; 2025Q2: 5,859 shares; 2025Q3: 5,508 shares; 2025Q4: 5,488 shares; 2026Q1: 5,547 shares 5,547 $407K 0.03% +59 Timeline SCHH 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: 21,893 shares; 2024Q4: 21,104 shares; 2025Q1: 20,070 shares; 2025Q2: 19,260 shares; 2025Q3: 19,575 shares; 2025Q4: 18,929 shares; 2026Q1: 18,602 shares 18,602 $401K 0.03% -327 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $399K 0.03% 0 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,660 shares 15,660 $397K 0.03% new 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: 1,172 shares; 2024Q4: 1,172 shares; 2025Q1: 1,183 shares; 2025Q2: 1,044 shares; 2025Q3: 1,044 shares; 2025Q4: 1,244 shares; 2026Q1: 1,294 shares 1,294 $394K 0.03% +50 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: 1,562 shares; 2024Q4: 6,647 shares; 2025Q1: 1,534 shares; 2025Q2: 1,534 shares; 2025Q3: 12,079 shares; 2025Q4: 1,602 shares; 2026Q1: 1,578 shares 1,578 $387K 0.03% -24 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 1,475 shares 1,475 $384K 0.03% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,147 shares; 2025Q2: 1,146 shares; 2025Q3: 1,146 shares; 2025Q4: 1,146 shares; 2026Q1: 1,146 shares 1,146 $384K 0.03% 0 Timeline LEMB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,382 shares; 2026Q1: 9,318 shares 9,318 $382K 0.03% -64 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: 4,579 shares; 2024Q4: 3,483 shares; 2025Q1: 3,490 shares; 2025Q2: 3,495 shares; 2025Q3: 3,500 shares; 2025Q4: 3,508 shares; 2026Q1: 3,332 shares 3,332 $381K 0.03% -176 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: 4,817 shares; 2024Q4: 4,378 shares; 2025Q1: 4,367 shares; 2025Q2: 3,952 shares; 2025Q3: 3,852 shares; 2025Q4: 3,315 shares; 2026Q1: 3,160 shares 3,160 $381K 0.03% -155 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: 16,154 shares; 2024Q4: 15,782 shares; 2025Q1: 15,718 shares; 2025Q2: 15,005 shares; 2025Q3: 13,861 shares; 2025Q4: 13,766 shares; 2026Q1: 13,366 shares 13,366 $375K 0.03% -400 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: 4,860 shares; 2024Q4: 4,722 shares; 2025Q1: 4,698 shares; 2025Q2: 4,632 shares; 2025Q3: 4,371 shares; 2025Q4: 4,309 shares; 2026Q1: 2,185 shares 2,185 $374K 0.03% -2,124 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: 20,784 shares; 2024Q4: 18,714 shares; 2025Q1: 21,406 shares; 2025Q2: 20,900 shares; 2025Q3: 20,602 shares; 2025Q4: 21,014 shares; 2026Q1: 20,478 shares 20,478 $374K 0.03% -536 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: 4,821 shares; 2024Q4: not reported; 2025Q1: 5,301 shares; 2025Q2: 8,540 shares; 2025Q3: 8,661 shares; 2025Q4: 7,853 shares; 2026Q1: 7,531 shares 7,531 $372K 0.03% -322 Timeline DSI 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: 3,394 shares; 2024Q4: 3,106 shares; 2025Q1: 3,319 shares; 2025Q2: 3,359 shares; 2025Q3: 3,305 shares; 2025Q4: 3,323 shares; 2026Q1: 3,038 shares 3,038 $371K 0.03% -285 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: 4,121 shares; 2024Q4: 4,085 shares; 2025Q1: 4,085 shares; 2025Q2: 8,170 shares; 2025Q3: 8,170 shares; 2025Q4: 8,170 shares; 2026Q1: 7,956 shares 7,956 $371K 0.03% -214 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: 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 $367K 0.03% 0 Timeline IEI 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: 3,099 shares; 2025Q3: 3,099 shares; 2025Q4: 3,099 shares; 2026Q1: 3,099 shares 3,099 $366K 0.03% 0 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: 2,164 shares; 2024Q4: 2,184 shares; 2025Q1: 2,182 shares; 2025Q2: 2,206 shares; 2025Q3: 2,351 shares; 2025Q4: 2,159 shares; 2026Q1: 1,953 shares 1,953 $364K 0.03% -206 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: 3,898 shares; 2024Q4: 3,898 shares; 2025Q1: 3,248 shares; 2025Q2: 3,249 shares; 2025Q3: 3,299 shares; 2025Q4: 3,299 shares; 2026Q1: 3,299 shares 3,299 $352K 0.03% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,604 shares; 2024Q4: 6,370 shares; 2025Q1: 6,346 shares; 2025Q2: 4,966 shares; 2025Q3: 4,966 shares; 2025Q4: 4,966 shares; 2026Q1: 4,945 shares 4,945 $352K 0.03% -21 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: 7,994 shares; 2024Q4: 7,060 shares; 2025Q1: 4,534 shares; 2025Q2: 3,820 shares; 2025Q3: 3,388 shares; 2025Q4: 3,388 shares; 2026Q1: 3,303 shares 3,303 $351K 0.03% -85 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: 7,124 shares; 2024Q4: 6,395 shares; 2025Q1: 6,374 shares; 2025Q2: 5,910 shares; 2025Q3: 6,097 shares; 2025Q4: 7,047 shares; 2026Q1: 7,499 shares 7,499 $350K 0.03% +452 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,810 shares; 2025Q4: 1,773 shares; 2026Q1: 1,973 shares 1,973 $347K 0.03% +200 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $342K 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,998 shares; 2024Q4: 11,551 shares; 2025Q1: 8,947 shares; 2025Q2: not reported; 2025Q3: 7,381 shares; 2025Q4: 7,181 shares; 2026Q1: 7,056 shares 7,056 $339K 0.03% -125 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT 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: 12,021 shares; 2025Q3: 12,021 shares; 2025Q4: 12,021 shares; 2026Q1: 7,973 shares 7,973 $339K 0.03% -4,048 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,666 shares; 2025Q3: 1,666 shares; 2025Q4: 1,714 shares; 2026Q1: 1,600 shares 1,600 $337K 0.03% -114 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,859 shares; 2024Q4: 5,761 shares; 2025Q1: 5,504 shares; 2025Q2: 5,496 shares; 2025Q3: 5,496 shares; 2025Q4: 5,292 shares; 2026Q1: 5,292 shares 5,292 $326K 0.02% 0 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: 4,624 shares; 2024Q4: 4,470 shares; 2025Q1: 4,473 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,407 shares; 2026Q1: 5,257 shares 5,257 $325K 0.02% +850 Timeline PKW 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: 3,410 shares; 2024Q4: 3,335 shares; 2025Q1: 3,189 shares; 2025Q2: 3,189 shares; 2025Q3: 3,029 shares; 2025Q4: 2,909 shares; 2026Q1: 2,442 shares 2,442 $322K 0.02% -467 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares 7,000 $321K 0.02% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,354 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 1,352 shares; 2026Q1: 1,598 shares 1,598 $315K 0.02% +246 Timeline GSEW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,480 shares; 2025Q3: 3,480 shares; 2025Q4: 3,480 shares; 2026Q1: 3,703 shares 3,703 $315K 0.02% +223 Timeline GLOF 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: 5,872 shares 5,872 $310K 0.02% new 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: not reported; 2025Q4: not reported; 2026Q1: 3,774 shares 3,774 $301K 0.02% new Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,640 shares 6,640 $300K 0.02% new 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: 2,400 shares; 2024Q4: 2,200 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: not reported; 2025Q4: 2,430 shares; 2026Q1: 2,816 shares 2,816 $300K 0.02% +386 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: 2,755 shares; 2024Q4: 3,170 shares; 2025Q1: 2,966 shares; 2025Q2: 2,367 shares; 2025Q3: 2,333 shares; 2025Q4: 2,334 shares; 2026Q1: 2,255 shares 2,255 $290K 0.02% -79 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: 3,348 shares; 2024Q4: 3,031 shares; 2025Q1: 2,782 shares; 2025Q2: 2,422 shares; 2025Q3: 2,072 shares; 2025Q4: 1,998 shares; 2026Q1: 1,988 shares 1,988 $289K 0.02% -10 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: 2,919 shares; 2024Q4: 2,611 shares; 2025Q1: 2,609 shares; 2025Q2: 2,609 shares; 2025Q3: 1,609 shares; 2025Q4: 1,537 shares; 2026Q1: 1,512 shares 1,512 $288K 0.02% -25 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,732 shares; 2024Q4: 9,178 shares; 2025Q1: 9,250 shares; 2025Q2: 7,112 shares; 2025Q3: 5,117 shares; 2025Q4: 5,214 shares; 2026Q1: 5,177 shares 5,177 $288K 0.02% -37 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,803 shares; 2024Q4: 3,808 shares; 2025Q1: 3,803 shares; 2025Q2: 3,778 shares; 2025Q3: 3,778 shares; 2025Q4: 3,738 shares; 2026Q1: 3,207 shares 3,207 $288K 0.02% -531 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 977 shares 977 $283K 0.02% new Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,836 shares; 2024Q4: 9,517 shares; 2025Q1: 9,217 shares; 2025Q2: 8,233 shares; 2025Q3: 6,267 shares; 2025Q4: 5,300 shares; 2026Q1: 5,286 shares 5,286 $283K 0.02% -14 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: not reported; 2024Q4: not reported; 2025Q1: 3,871 shares; 2025Q2: 3,156 shares; 2025Q3: 3,159 shares; 2025Q4: 3,159 shares; 2026Q1: 3,159 shares 3,159 $282K 0.02% 0 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: not reported; 2024Q4: 1,152 shares; 2025Q1: not reported; 2025Q2: 1,152 shares; 2025Q3: 1,152 shares; 2025Q4: 1,152 shares; 2026Q1: 1,752 shares 1,752 $281K 0.02% +600 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,436 shares; 2025Q4: 1,436 shares; 2026Q1: 1,000 shares 1,000 $280K 0.02% -436 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: 1,112 shares; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 729 shares; 2026Q1: 776 shares 776 $279K 0.02% +47 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: 10,184 shares; 2025Q1: 10,270 shares; 2025Q2: 7,775 shares; 2025Q3: 7,075 shares; 2025Q4: 6,830 shares; 2026Q1: 5,668 shares 5,668 $277K 0.02% -1,162 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $277K 0.02% 0 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: 7,045 shares; 2024Q4: 6,817 shares; 2025Q1: 6,751 shares; 2025Q2: 6,145 shares; 2025Q3: 4,540 shares; 2025Q4: 5,441 shares; 2026Q1: 4,842 shares 4,842 $276K 0.02% -599 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 871 shares 871 $275K 0.02% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 1,971 shares; 2025Q1: 1,970 shares; 2025Q2: 1,955 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares 1,850 $274K 0.02% 0 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: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 1,020 shares; 2025Q2: 1,016 shares; 2025Q3: 1,012 shares; 2025Q4: 1,006 shares; 2026Q1: 1,006 shares 1,006 $271K 0.02% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,101 shares; 2024Q4: 3,101 shares; 2025Q1: 3,101 shares; 2025Q2: not reported; 2025Q3: 2,221 shares; 2025Q4: 2,080 shares; 2026Q1: 2,080 shares 2,080 $267K 0.02% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,258 shares; 2025Q3: 2,868 shares; 2025Q4: 2,751 shares; 2026Q1: 2,705 shares 2,705 $263K 0.02% -46 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,772 shares; 2024Q4: 5,772 shares; 2025Q1: 5,772 shares; 2025Q2: 5,772 shares; 2025Q3: 5,772 shares; 2025Q4: 5,772 shares; 2026Q1: 5,772 shares 5,772 $262K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,800 shares; 2025Q2: 2,739 shares; 2025Q3: 2,740 shares; 2025Q4: 2,991 shares; 2026Q1: 3,204 shares 3,204 $258K 0.02% +213 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: 2,247 shares; 2024Q4: 2,145 shares; 2025Q1: 2,089 shares; 2025Q2: 2,059 shares; 2025Q3: 2,059 shares; 2025Q4: 2,059 shares; 2026Q1: 2,006 shares 2,006 $255K 0.02% -53 Timeline BBIN 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,428 shares 3,428 $255K 0.02% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 823 shares; 2024Q4: 813 shares; 2025Q1: 796 shares; 2025Q2: 794 shares; 2025Q3: 794 shares; 2025Q4: 794 shares; 2026Q1: 794 shares 794 $254K 0.02% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,433 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,264 shares; 2025Q3: 10,740 shares; 2025Q4: 10,863 shares; 2026Q1: 10,962 shares 10,962 $253K 0.02% +99 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,767 shares; 2024Q4: 2,685 shares; 2025Q1: 2,656 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,242 shares 3,242 $249K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,564 shares 2,564 $248K 0.02% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 2,971 shares; 2025Q1: 2,922 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 1,210 shares; 2026Q1: 1,210 shares 1,210 $246K 0.02% 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: 5,323 shares; 2024Q4: 5,260 shares; 2025Q1: 5,260 shares; 2025Q2: 4,940 shares; 2025Q3: 4,940 shares; 2025Q4: 4,940 shares; 2026Q1: 4,940 shares 4,940 $243K 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,681 shares; 2025Q1: 1,830 shares; 2025Q2: 1,243 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares; 2026Q1: 1,238 shares 1,238 $242K 0.02% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,893 shares; 2025Q3: 1,803 shares; 2025Q4: 1,803 shares; 2026Q1: 1,803 shares 1,803 $240K 0.02% 0 Timeline IYY 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $239K 0.02% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,830 shares; 2025Q4: 5,908 shares; 2026Q1: 5,172 shares 5,172 $237K 0.02% -736 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK 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: 4,918 shares 4,918 $234K 0.02% new 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: 1,434 shares; 2024Q4: 1,428 shares; 2025Q1: 1,898 shares; 2025Q2: 1,137 shares; 2025Q3: 1,129 shares; 2025Q4: 1,129 shares; 2026Q1: 1,114 shares 1,114 $233K 0.02% -15 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 830 shares; 2025Q1: 1,342 shares; 2025Q2: 1,038 shares; 2025Q3: 1,038 shares; 2025Q4: 682 shares; 2026Q1: 697 shares 697 $232K 0.02% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,741 shares 3,741 $231K 0.02% new 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: 4,936 shares; 2024Q4: 4,813 shares; 2025Q1: 4,815 shares; 2025Q2: 4,752 shares; 2025Q3: 3,354 shares; 2025Q4: 3,181 shares; 2026Q1: 3,182 shares 3,182 $229K 0.02% +1 Timeline IGPT 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: 5,526 shares; 2024Q4: 5,526 shares; 2025Q1: not reported; 2025Q2: 4,551 shares; 2025Q3: 4,551 shares; 2025Q4: 4,551 shares; 2026Q1: 3,801 shares 3,801 $226K 0.02% -750 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,736 shares; 2024Q4: 8,705 shares; 2025Q1: 8,741 shares; 2025Q2: 8,778 shares; 2025Q3: 4,994 shares; 2025Q4: 5,015 shares; 2026Q1: 5,039 shares 5,039 $224K 0.02% +24 Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 2,520 shares 2,520 $224K 0.02% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,701 shares; 2024Q4: 3,476 shares; 2025Q1: 3,477 shares; 2025Q2: 3,456 shares; 2025Q3: 3,419 shares; 2025Q4: not reported; 2026Q1: 2,883 shares 2,883 $219K 0.02% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 593 shares 593 $218K 0.02% new 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: 1,528 shares; 2024Q4: 1,528 shares; 2025Q1: 1,803 shares; 2025Q2: 1,803 shares; 2025Q3: 1,553 shares; 2025Q4: 1,403 shares; 2026Q1: 1,387 shares 1,387 $217K 0.02% -16 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $216K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,458 shares; 2025Q4: 1,458 shares; 2026Q1: 1,458 shares 1,458 $216K 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: 652 shares; 2024Q4: 643 shares; 2025Q1: 643 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 491 shares 491 $214K 0.02% -2 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: 1,810 shares; 2024Q4: 1,780 shares; 2025Q1: 1,778 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 586 shares 586 $207K 0.02% new Timeline STIP 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $206K 0.02% 0 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: 2,207 shares; 2024Q4: 2,207 shares; 2025Q1: 2,056 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,174 shares 2,174 $202K 0.02% new Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,559 shares; 2024Q4: 28,559 shares; 2025Q1: 28,559 shares; 2025Q2: 28,559 shares; 2025Q3: 28,559 shares; 2025Q4: 28,559 shares; 2026Q1: 28,559 shares 28,559 $119K 0.01% 0 Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,369 shares; 2024Q4: 10,369 shares; 2025Q1: 10,369 shares; 2025Q2: 10,369 shares; 2025Q3: 10,369 shares; 2025Q4: 10,369 shares; 2026Q1: 10,369 shares 10,369 $19.7K <0.01% 0 Timeline