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: 124,481 shares; 2024Q4: 123,053 shares; 2025Q1: 118,064 shares; 2025Q2: 119,012 shares; 2025Q3: 117,610 shares; 2025Q4: 115,234 shares; 2026Q1: 115,697 shares 115,697 $75.6M 6.74% +463 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,412,798 shares; 2024Q4: 2,515,655 shares; 2025Q1: 2,557,934 shares; 2025Q2: 2,704,813 shares; 2025Q3: 2,786,158 shares; 2025Q4: 2,991,112 shares; 2026Q1: 3,115,394 shares 3,115,394 $75.1M 6.7% +124,282 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: 463,817 shares; 2024Q4: 475,922 shares; 2025Q1: 470,205 shares; 2025Q2: 487,616 shares; 2025Q3: 486,027 shares; 2025Q4: 496,572 shares; 2026Q1: 506,007 shares 506,007 $62.9M 5.61% +9,435 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 264,781 shares; 2025Q1: 264,323 shares; 2025Q2: 263,334 shares; 2025Q3: 263,440 shares; 2025Q4: 263,272 shares; 2026Q1: 263,242 shares 263,242 $56.2M 5.01% -30 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: 236,637 shares; 2024Q4: 245,954 shares; 2025Q1: 237,757 shares; 2025Q2: 249,760 shares; 2025Q3: 244,062 shares; 2025Q4: 245,249 shares; 2026Q1: 251,254 shares 251,254 $54M 4.82% +6,005 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: 887,549 shares; 2024Q4: 963,346 shares; 2025Q1: 978,300 shares; 2025Q2: 956,360 shares; 2025Q3: 938,790 shares; 2025Q4: 925,625 shares; 2026Q1: 835,644 shares 835,644 $53.5M 4.77% -89,981 Timeline GII 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: 608,344 shares; 2024Q4: 625,549 shares; 2025Q1: 628,761 shares; 2025Q2: 628,942 shares; 2025Q3: 622,211 shares; 2025Q4: 644,516 shares; 2026Q1: 652,712 shares 652,712 $49.6M 4.42% +8,196 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: 182,203 shares; 2024Q4: 175,403 shares; 2025Q1: 200,740 shares; 2025Q2: 187,688 shares; 2025Q3: 176,497 shares; 2025Q4: 164,127 shares; 2026Q1: 154,114 shares 154,114 $39.1M 3.49% -10,013 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 681,820 shares; 2024Q4: 741,236 shares; 2025Q1: 753,500 shares; 2025Q2: 737,195 shares; 2025Q3: 734,705 shares; 2025Q4: 733,561 shares; 2026Q1: 725,927 shares 725,927 $38.3M 3.42% -7,634 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 701,948 shares; 2024Q4: 689,328 shares; 2025Q1: 712,921 shares; 2025Q2: 731,241 shares; 2025Q3: 714,006 shares; 2025Q4: 710,843 shares; 2026Q1: 700,295 shares 700,295 $33.9M 3.02% -10,548 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: 156,254 shares; 2024Q4: 150,978 shares; 2025Q1: 144,887 shares; 2025Q2: 153,092 shares; 2025Q3: 152,294 shares; 2025Q4: 149,683 shares; 2026Q1: 146,324 shares 146,324 $28.7M 2.56% -3,359 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,812 shares; 2024Q4: 129,566 shares; 2025Q1: 127,552 shares; 2025Q2: 134,344 shares; 2025Q3: 133,972 shares; 2025Q4: 132,936 shares; 2026Q1: 131,722 shares 131,722 $28.6M 2.55% -1,214 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492,397 shares; 2024Q4: 582,025 shares; 2025Q1: 587,281 shares; 2025Q2: 575,555 shares; 2025Q3: 606,251 shares; 2025Q4: 661,399 shares; 2026Q1: 696,762 shares 696,762 $24.9M 2.22% +35,363 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,438 shares; 2024Q4: 215,887 shares; 2025Q1: 206,533 shares; 2025Q2: 197,434 shares; 2025Q3: 199,692 shares; 2025Q4: 223,102 shares; 2026Q1: 223,607 shares 223,607 $24.7M 2.2% +505 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: 159,103 shares; 2024Q4: 160,527 shares; 2025Q1: 161,196 shares; 2025Q2: 162,081 shares; 2025Q3: 162,702 shares; 2025Q4: 166,316 shares; 2026Q1: 169,384 shares 169,384 $23.4M 2.09% +3,068 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: 234,304 shares; 2024Q4: 232,815 shares; 2025Q1: 228,658 shares; 2025Q2: 239,042 shares; 2025Q3: 233,683 shares; 2025Q4: 231,844 shares; 2026Q1: 226,103 shares 226,103 $20.5M 1.82% -5,741 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,275 shares; 2024Q4: 193,166 shares; 2025Q1: 200,025 shares; 2025Q2: 196,628 shares; 2025Q3: 195,394 shares; 2025Q4: 199,570 shares; 2026Q1: 198,353 shares 198,353 $19.8M 1.77% -1,217 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: 70,141 shares; 2024Q4: 67,973 shares; 2025Q1: 67,141 shares; 2025Q2: 70,244 shares; 2025Q3: 69,516 shares; 2025Q4: 66,765 shares; 2026Q1: 64,410 shares 64,410 $19.2M 1.72% -2,355 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: 26,337 shares; 2024Q4: 27,030 shares; 2025Q1: 27,434 shares; 2025Q2: 27,330 shares; 2025Q3: 27,219 shares; 2025Q4: 26,863 shares; 2026Q1: 27,287 shares 27,287 $17.7M 1.58% +424 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: 59,646 shares; 2024Q4: 58,896 shares; 2025Q1: 58,508 shares; 2025Q2: 63,169 shares; 2025Q3: 62,642 shares; 2025Q4: 62,056 shares; 2026Q1: 60,594 shares 60,594 $15.9M 1.41% -1,462 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,237 shares; 2024Q4: 186,106 shares; 2025Q1: 184,592 shares; 2025Q2: 188,476 shares; 2025Q3: 180,963 shares; 2025Q4: 179,965 shares; 2026Q1: 175,076 shares 175,076 $13.7M 1.22% -4,889 Timeline ESML 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: 222,147 shares; 2024Q4: 220,259 shares; 2025Q1: 222,167 shares; 2025Q2: 247,293 shares; 2025Q3: 257,218 shares; 2025Q4: 279,907 shares; 2026Q1: 283,141 shares 283,141 $13.3M 1.19% +3,234 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,952 shares; 2024Q4: 100,819 shares; 2025Q1: 101,113 shares; 2025Q2: 112,540 shares; 2025Q3: 110,762 shares; 2025Q4: 110,336 shares; 2026Q1: 110,103 shares 110,103 $13M 1.16% -233 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: 98,655 shares; 2024Q4: 104,463 shares; 2025Q1: 106,225 shares; 2025Q2: 116,914 shares; 2025Q3: 117,454 shares; 2025Q4: 129,286 shares; 2026Q1: 131,058 shares 131,058 $12.5M 1.12% +1,772 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,519 shares; 2024Q4: 135,104 shares; 2025Q1: 141,417 shares; 2025Q2: 200,646 shares; 2025Q3: 192,087 shares; 2025Q4: 269,411 shares; 2026Q1: 267,085 shares 267,085 $11M 0.98% -2,326 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: 26,446 shares; 2024Q4: 26,616 shares; 2025Q1: 29,118 shares; 2025Q2: 26,222 shares; 2025Q3: 25,309 shares; 2025Q4: 24,500 shares; 2026Q1: 21,250 shares 21,250 $10.2M 0.91% -3,250 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: 45,888 shares; 2024Q4: 45,994 shares; 2025Q1: 46,469 shares; 2025Q2: 59,457 shares; 2025Q3: 58,910 shares; 2025Q4: 65,846 shares; 2026Q1: 69,836 shares 69,836 $9.88M 0.88% +3,990 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: 17,443 shares; 2024Q4: 16,082 shares; 2025Q1: 16,479 shares; 2025Q2: 15,779 shares; 2025Q3: 15,401 shares; 2025Q4: 15,280 shares; 2026Q1: 15,315 shares 15,315 $8.76M 0.78% +35 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: 167,225 shares; 2024Q4: 333,368 shares; 2025Q1: 344,805 shares; 2025Q2: 339,362 shares; 2025Q3: 338,326 shares; 2025Q4: 335,089 shares; 2026Q1: 334,163 shares 334,163 $8.27M 0.74% -926 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: 16,016 shares; 2024Q4: 16,860 shares; 2025Q1: 21,486 shares; 2025Q2: 21,408 shares; 2025Q3: 21,187 shares; 2025Q4: 20,578 shares; 2026Q1: 20,623 shares 20,623 $7.63M 0.68% +45 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,028 shares; 2024Q4: 189,291 shares; 2025Q1: 201,915 shares; 2025Q2: 221,720 shares; 2025Q3: 234,234 shares; 2025Q4: 258,803 shares; 2026Q1: 269,415 shares 269,415 $7.16M 0.64% +10,612 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,355 shares; 2024Q4: 107,723 shares; 2025Q1: 120,911 shares; 2025Q2: 141,811 shares; 2025Q3: 146,481 shares; 2025Q4: 157,775 shares; 2026Q1: 156,151 shares 156,151 $6.62M 0.59% -1,624 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,454 shares; 2024Q4: 86,045 shares; 2025Q1: 94,097 shares; 2025Q2: 111,411 shares; 2025Q3: 124,380 shares; 2025Q4: 155,234 shares; 2026Q1: 151,947 shares 151,947 $6.44M 0.57% -3,287 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: 121,739 shares; 2024Q4: 124,051 shares; 2025Q1: 134,620 shares; 2025Q2: 140,800 shares; 2025Q3: 150,273 shares; 2025Q4: 153,848 shares; 2026Q1: 164,243 shares 164,243 $6.38M 0.57% +10,395 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: 25,405 shares; 2024Q4: 23,517 shares; 2025Q1: 23,917 shares; 2025Q2: 22,068 shares; 2025Q3: 21,625 shares; 2025Q4: 19,429 shares; 2026Q1: 19,763 shares 19,763 $6.12M 0.55% +334 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,709 shares; 2024Q4: 18,890 shares; 2025Q1: 18,748 shares; 2025Q2: 18,741 shares; 2025Q3: 18,824 shares; 2025Q4: 18,671 shares; 2026Q1: 18,687 shares 18,687 $6M 0.53% +16 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,823 shares; 2024Q4: 40,272 shares; 2025Q1: 50,662 shares; 2025Q2: 61,412 shares; 2025Q3: 75,372 shares; 2025Q4: 103,438 shares; 2026Q1: 116,374 shares 116,374 $5.53M 0.49% +12,936 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 169,375 shares 169,375 $5.46M 0.49% new 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: 15,734 shares; 2024Q4: 15,572 shares; 2025Q1: 16,229 shares; 2025Q2: 16,258 shares; 2025Q3: 17,373 shares; 2025Q4: 18,048 shares; 2026Q1: 18,910 shares 18,910 $5.42M 0.48% +862 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,780 shares; 2024Q4: 43,296 shares; 2025Q1: 50,929 shares; 2025Q2: 89,495 shares; 2025Q3: 92,927 shares; 2025Q4: 97,377 shares; 2026Q1: 106,856 shares 106,856 $5.41M 0.48% +9,479 Timeline EFV 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: 85,250 shares; 2024Q4: 84,596 shares; 2025Q1: 82,878 shares; 2025Q2: 83,124 shares; 2025Q3: 80,387 shares; 2025Q4: 79,407 shares; 2026Q1: 71,547 shares 71,547 $5.32M 0.47% -7,860 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: 31,750 shares; 2024Q4: 30,075 shares; 2025Q1: 30,936 shares; 2025Q2: 31,466 shares; 2025Q3: 30,626 shares; 2025Q4: 30,323 shares; 2026Q1: 27,369 shares 27,369 $4.77M 0.43% -2,954 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,564 shares; 2024Q4: 117,607 shares; 2025Q1: 122,817 shares; 2025Q2: 127,010 shares; 2025Q3: 131,829 shares; 2025Q4: 137,004 shares; 2026Q1: 134,097 shares 134,097 $4.56M 0.41% -2,907 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: 45,639 shares; 2024Q4: 46,131 shares; 2025Q1: 50,801 shares; 2025Q2: 54,578 shares; 2025Q3: 53,416 shares; 2025Q4: 53,467 shares; 2026Q1: 53,182 shares 53,182 $4.17M 0.37% -285 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: 66,670 shares; 2024Q4: 133,224 shares; 2025Q1: 186,091 shares; 2025Q2: 143,570 shares; 2025Q3: 143,570 shares; 2025Q4: 143,320 shares; 2026Q1: 142,650 shares 142,650 $4.15M 0.37% -670 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: 3,511 shares; 2024Q4: 4,139 shares; 2025Q1: 5,888 shares; 2025Q2: 6,009 shares; 2025Q3: 5,986 shares; 2025Q4: 5,881 shares; 2026Q1: 5,788 shares 5,788 $4.1M 0.37% -93 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: 46,918 shares; 2024Q4: 51,322 shares; 2025Q1: 53,570 shares; 2025Q2: 51,222 shares; 2025Q3: 52,984 shares; 2025Q4: 56,095 shares; 2026Q1: 54,839 shares 54,839 $4.04M 0.36% -1,256 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: 10,408 shares; 2024Q4: 10,467 shares; 2025Q1: 13,675 shares; 2025Q2: 13,471 shares; 2025Q3: 13,334 shares; 2025Q4: 13,108 shares; 2026Q1: 12,927 shares 12,927 $3.8M 0.34% -181 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,457 shares; 2025Q3: 50,754 shares; 2025Q4: 60,238 shares; 2026Q1: 58,713 shares 58,713 $3.77M 0.34% -1,525 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: 26,993 shares; 2024Q4: 27,470 shares; 2025Q1: 28,424 shares; 2025Q2: 29,234 shares; 2025Q3: 30,484 shares; 2025Q4: 33,751 shares; 2026Q1: 34,499 shares 34,499 $3.67M 0.33% +748 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: 19,787 shares; 2024Q4: 18,612 shares; 2025Q1: 19,964 shares; 2025Q2: 17,567 shares; 2025Q3: 17,554 shares; 2025Q4: 17,449 shares; 2026Q1: 17,624 shares 17,624 $3.67M 0.33% +175 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: 31,744 shares; 2024Q4: 31,292 shares; 2025Q1: 29,025 shares; 2025Q2: 28,486 shares; 2025Q3: 26,905 shares; 2025Q4: 24,319 shares; 2026Q1: 24,392 shares 24,392 $3.57M 0.32% +73 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,308 shares; 2024Q4: 63,509 shares; 2025Q1: 60,847 shares; 2025Q2: 60,257 shares; 2025Q3: 60,188 shares; 2025Q4: 58,986 shares; 2026Q1: 56,353 shares 56,353 $3.38M 0.3% -2,633 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: 3,545 shares; 2024Q4: 4,161 shares; 2025Q1: 4,846 shares; 2025Q2: 5,492 shares; 2025Q3: 5,318 shares; 2025Q4: 5,359 shares; 2026Q1: 5,573 shares 5,573 $3.33M 0.3% +214 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: 13,017 shares; 2024Q4: 12,833 shares; 2025Q1: 13,021 shares; 2025Q2: 12,616 shares; 2025Q3: 11,521 shares; 2025Q4: 10,347 shares; 2026Q1: 10,309 shares 10,309 $2.96M 0.26% -38 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,741 shares; 2024Q4: 55,455 shares; 2025Q1: 55,104 shares; 2025Q2: 56,308 shares; 2025Q3: 54,452 shares; 2025Q4: 51,452 shares; 2026Q1: 44,868 shares 44,868 $2.87M 0.26% -6,584 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: 13,751 shares; 2024Q4: 18,160 shares; 2025Q1: 17,193 shares; 2025Q2: 17,126 shares; 2025Q3: 17,082 shares; 2025Q4: 16,707 shares; 2026Q1: 16,650 shares 16,650 $2.82M 0.25% -57 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,239 shares; 2024Q4: 15,055 shares; 2025Q1: 15,055 shares; 2025Q2: 15,055 shares; 2025Q3: 15,055 shares; 2025Q4: 14,890 shares; 2026Q1: 14,890 shares 14,890 $2.82M 0.25% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,643 shares; 2025Q1: 2,868 shares; 2025Q2: 2,746 shares; 2025Q3: 2,781 shares; 2025Q4: 2,801 shares; 2026Q1: 2,882 shares 2,882 $2.65M 0.24% +81 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,625 shares; 2024Q4: 36,625 shares; 2025Q1: 35,300 shares; 2025Q2: 34,933 shares; 2025Q3: 34,733 shares; 2025Q4: 34,633 shares; 2026Q1: 32,285 shares 32,285 $2.63M 0.23% -2,348 Timeline IGF 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: 41,114 shares; 2024Q4: 41,114 shares; 2025Q1: 40,528 shares; 2025Q2: 39,896 shares; 2025Q3: 38,605 shares; 2025Q4: 38,604 shares; 2026Q1: 38,251 shares 38,251 $2.56M 0.23% -353 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,969 shares; 2024Q4: 7,867 shares; 2025Q1: 18,821 shares; 2025Q2: 18,757 shares; 2025Q3: 18,774 shares; 2025Q4: 18,772 shares; 2026Q1: 19,259 shares 19,259 $2.39M 0.21% +487 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,982 shares; 2024Q4: 6,835 shares; 2025Q1: 5,844 shares; 2025Q2: 6,017 shares; 2025Q3: 5,936 shares; 2025Q4: 5,793 shares; 2026Q1: 5,785 shares 5,785 $2.15M 0.19% -8 Timeline SGOV 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: 5,883 shares; 2025Q1: 5,883 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,970 shares; 2026Q1: 20,495 shares 20,495 $2.06M 0.18% -1,475 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: 5,057 shares; 2024Q4: 4,705 shares; 2025Q1: 6,629 shares; 2025Q2: 6,567 shares; 2025Q3: 6,549 shares; 2025Q4: 6,253 shares; 2026Q1: 6,132 shares 6,132 $2.02M 0.18% -121 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,705 shares; 2024Q4: 5,503 shares; 2025Q1: 5,503 shares; 2025Q2: 5,495 shares; 2025Q3: 5,495 shares; 2025Q4: 5,430 shares; 2026Q1: 5,430 shares 5,430 $2.01M 0.18% 0 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: 8,599 shares; 2024Q4: 8,279 shares; 2025Q1: 9,665 shares; 2025Q2: 7,721 shares; 2025Q3: 7,571 shares; 2025Q4: 7,844 shares; 2026Q1: 7,981 shares 7,981 $1.95M 0.17% +137 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: 7,890 shares; 2024Q4: 10,770 shares; 2025Q1: 13,483 shares; 2025Q2: 13,518 shares; 2025Q3: 13,450 shares; 2025Q4: 13,320 shares; 2026Q1: 13,495 shares 13,495 $1.95M 0.17% +175 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,729 shares; 2024Q4: 2,729 shares; 2025Q1: 2,724 shares; 2025Q2: 7,459 shares; 2025Q3: 7,511 shares; 2025Q4: 7,511 shares; 2026Q1: 7,588 shares 7,588 $1.88M 0.17% +77 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,564 shares; 2024Q4: 15,606 shares; 2025Q1: 23,680 shares; 2025Q2: 22,077 shares; 2025Q3: 24,760 shares; 2025Q4: 22,780 shares; 2026Q1: 22,777 shares 22,777 $1.77M 0.16% -3 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,295 shares; 2024Q4: 14,008 shares; 2025Q1: 14,162 shares; 2025Q2: 13,170 shares; 2025Q3: 12,932 shares; 2025Q4: 13,384 shares; 2026Q1: 13,373 shares 13,373 $1.61M 0.14% -11 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: 5,286 shares; 2024Q4: 5,781 shares; 2025Q1: 11,886 shares; 2025Q2: 8,614 shares; 2025Q3: 8,485 shares; 2025Q4: 8,461 shares; 2026Q1: 8,336 shares 8,336 $1.61M 0.14% -125 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: not reported; 2024Q4: 6,037 shares; 2025Q1: 6,407 shares; 2025Q2: 6,407 shares; 2025Q3: 6,407 shares; 2025Q4: 12,814 shares; 2026Q1: 11,804 shares 11,804 $1.57M 0.14% -1,010 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: 36,022 shares; 2024Q4: 34,593 shares; 2025Q1: 34,953 shares; 2025Q2: 34,776 shares; 2025Q3: 34,176 shares; 2025Q4: 34,002 shares; 2026Q1: 33,899 shares 33,899 $1.54M 0.14% -103 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,694 shares; 2024Q4: 5,609 shares; 2025Q1: 5,782 shares; 2025Q2: 5,987 shares; 2025Q3: 5,787 shares; 2025Q4: 5,248 shares; 2026Q1: 5,602 shares 5,602 $1.52M 0.14% +354 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: 20,044 shares; 2024Q4: 59,340 shares; 2025Q1: 59,367 shares; 2025Q2: 59,392 shares; 2025Q3: 57,845 shares; 2025Q4: 56,957 shares; 2026Q1: 58,610 shares 58,610 $1.47M 0.13% +1,653 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: 2,378 shares; 2024Q4: 2,416 shares; 2025Q1: 2,435 shares; 2025Q2: 2,447 shares; 2025Q3: 2,447 shares; 2025Q4: 2,448 shares; 2026Q1: 2,517 shares 2,517 $1.45M 0.13% +69 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: 29,845 shares; 2024Q4: 28,976 shares; 2025Q1: 29,168 shares; 2025Q2: 29,502 shares; 2025Q3: 29,676 shares; 2025Q4: 29,378 shares; 2026Q1: 29,601 shares 29,601 $1.44M 0.13% +223 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.13% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,588 shares; 2024Q4: 30,542 shares; 2025Q1: 30,542 shares; 2025Q2: 30,404 shares; 2025Q3: 29,910 shares; 2025Q4: 29,910 shares; 2026Q1: 29,571 shares 29,571 $1.38M 0.12% -339 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,902 shares; 2025Q2: 6,907 shares; 2025Q3: 6,906 shares; 2025Q4: 6,939 shares; 2026Q1: 6,945 shares 6,945 $1.37M 0.12% +6 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 918 shares; 2025Q1: 924 shares; 2025Q2: 931 shares; 2025Q3: 938 shares; 2025Q4: 932 shares; 2026Q1: 910 shares 910 $1.34M 0.12% -22 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: 29,012 shares; 2024Q4: 27,265 shares; 2025Q1: 27,469 shares; 2025Q2: 26,075 shares; 2025Q3: 28,775 shares; 2025Q4: 28,871 shares; 2026Q1: 29,012 shares 29,012 $1.28M 0.11% +141 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: 1,341 shares; 2024Q4: 1,291 shares; 2025Q1: 1,488 shares; 2025Q2: 1,388 shares; 2025Q3: 1,376 shares; 2025Q4: 1,280 shares; 2026Q1: 1,283 shares 1,283 $1.28M 0.11% +3 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,103 shares; 2024Q4: 6,053 shares; 2025Q1: 7,674 shares; 2025Q2: 7,634 shares; 2025Q3: 7,625 shares; 2025Q4: 7,639 shares; 2026Q1: 7,654 shares 7,654 $1.27M 0.11% +15 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,070 shares; 2024Q4: 12,070 shares; 2025Q1: 12,070 shares; 2025Q2: 12,070 shares; 2025Q3: 12,070 shares; 2025Q4: 12,070 shares; 2026Q1: 12,070 shares 12,070 $1.23M 0.11% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,839 shares; 2024Q4: 3,530 shares; 2025Q1: 5,499 shares; 2025Q2: 5,436 shares; 2025Q3: 5,586 shares; 2025Q4: 5,669 shares; 2026Q1: 5,744 shares 5,744 $1.19M 0.11% +75 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: 3,393 shares; 2024Q4: 3,348 shares; 2025Q1: 3,433 shares; 2025Q2: 3,432 shares; 2025Q3: 3,431 shares; 2025Q4: 3,470 shares; 2026Q1: 3,440 shares 3,440 $1.18M 0.1% -30 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,057 shares; 2024Q4: 11,651 shares; 2025Q1: 11,688 shares; 2025Q2: 8,818 shares; 2025Q3: 7,622 shares; 2025Q4: 7,492 shares; 2026Q1: 7,626 shares 7,626 $1.15M 0.1% +134 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: 4,281 shares; 2024Q4: 4,281 shares; 2025Q1: 4,430 shares; 2025Q2: 3,978 shares; 2025Q3: 3,977 shares; 2025Q4: 3,977 shares; 2026Q1: 3,999 shares 3,999 $1.15M 0.1% +22 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,748 shares; 2024Q4: 4,748 shares; 2025Q1: 9,736 shares; 2025Q2: 9,692 shares; 2025Q3: 9,687 shares; 2025Q4: 9,701 shares; 2026Q1: 9,701 shares 9,701 $1.12M 0.1% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,624 shares; 2024Q4: 4,593 shares; 2025Q1: 4,611 shares; 2025Q2: 4,694 shares; 2025Q3: 4,686 shares; 2025Q4: 4,556 shares; 2026Q1: 5,132 shares 5,132 $1.12M 0.1% +576 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: 3,777 shares; 2024Q4: 3,741 shares; 2025Q1: 3,761 shares; 2025Q2: 3,749 shares; 2025Q3: 4,279 shares; 2025Q4: 4,249 shares; 2026Q1: 4,603 shares 4,603 $1.12M 0.1% +354 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: 3,121 shares; 2024Q4: 3,121 shares; 2025Q1: 8,731 shares; 2025Q2: 3,121 shares; 2025Q3: 3,121 shares; 2025Q4: 3,121 shares; 2026Q1: 3,121 shares 3,121 $1.11M 0.1% 0 Timeline JMSI 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: 13,548 shares; 2024Q4: 18,548 shares; 2025Q1: 18,548 shares; 2025Q2: 20,018 shares; 2025Q3: 20,526 shares; 2025Q4: 20,526 shares; 2026Q1: 21,725 shares 21,725 $1.08M 0.1% +1,199 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: 10,404 shares; 2024Q4: 10,198 shares; 2025Q1: 15,103 shares; 2025Q2: 14,303 shares; 2025Q3: 14,303 shares; 2025Q4: 14,186 shares; 2026Q1: 14,186 shares 14,186 $1.07M 0.09% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: 3,245 shares; 2025Q1: 3,245 shares; 2025Q2: 2,278 shares; 2025Q3: 2,296 shares; 2025Q4: 2,300 shares; 2026Q1: 2,393 shares 2,393 $1.05M 0.09% +93 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,364 shares; 2025Q2: 30,313 shares; 2025Q3: 30,539 shares; 2025Q4: 30,263 shares; 2026Q1: 30,263 shares 30,263 $1.01M 0.09% 0 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: 15,334 shares; 2024Q4: 15,333 shares; 2025Q1: 15,139 shares; 2025Q2: 11,870 shares; 2025Q3: 11,985 shares; 2025Q4: 8,747 shares; 2026Q1: 4,917 shares 4,917 $1M 0.09% -3,830 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,275 shares; 2024Q4: 13,275 shares; 2025Q1: 13,275 shares; 2025Q2: 13,275 shares; 2025Q3: 12,272 shares; 2025Q4: 12,272 shares; 2026Q1: 12,272 shares 12,272 $989K 0.09% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,346 shares; 2024Q4: 18,346 shares; 2025Q1: 14,827 shares; 2025Q2: 12,621 shares; 2025Q3: 12,621 shares; 2025Q4: 12,626 shares; 2026Q1: 12,626 shares 12,626 $974K 0.09% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,090 shares; 2025Q2: 28,090 shares; 2025Q3: 28,090 shares; 2025Q4: 28,090 shares; 2026Q1: 28,090 shares 28,090 $967K 0.09% 0 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: 2,606 shares; 2024Q4: 2,468 shares; 2025Q1: 2,329 shares; 2025Q2: 2,291 shares; 2025Q3: 2,246 shares; 2025Q4: 2,246 shares; 2026Q1: 2,245 shares 2,245 $957K 0.09% -1 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: 8,011 shares; 2024Q4: 31,120 shares; 2025Q1: 29,927 shares; 2025Q2: 29,927 shares; 2025Q3: 29,927 shares; 2025Q4: 29,927 shares; 2026Q1: 32,357 shares 32,357 $943K 0.08% +2,430 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,694 shares; 2024Q4: 7,694 shares; 2025Q1: 7,694 shares; 2025Q2: 7,142 shares; 2025Q3: 6,816 shares; 2025Q4: 6,802 shares; 2026Q1: 6,802 shares 6,802 $941K 0.08% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,516 shares; 2025Q1: 5,241 shares; 2025Q2: 4,822 shares; 2025Q3: 4,800 shares; 2025Q4: 4,746 shares; 2026Q1: 4,807 shares 4,807 $933K 0.08% +61 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,360 shares; 2025Q1: 3,000 shares; 2025Q2: 2,998 shares; 2025Q3: 2,990 shares; 2025Q4: 2,996 shares; 2026Q1: 2,998 shares 2,998 $932K 0.08% +2 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,401 shares; 2024Q4: 8,408 shares; 2025Q1: 8,415 shares; 2025Q2: 8,401 shares; 2025Q3: 8,402 shares; 2025Q4: 8,402 shares; 2026Q1: 8,402 shares 8,402 $927K 0.08% 0 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,677 shares; 2024Q4: 17,219 shares; 2025Q1: 15,330 shares; 2025Q2: 14,451 shares; 2025Q3: 14,187 shares; 2025Q4: 14,029 shares; 2026Q1: 13,634 shares 13,634 $916K 0.08% -395 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: 2,888 shares; 2024Q4: 2,790 shares; 2025Q1: 2,983 shares; 2025Q2: 2,955 shares; 2025Q3: 2,935 shares; 2025Q4: 3,012 shares; 2026Q1: 3,009 shares 3,009 $909K 0.08% -3 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: 314 shares; 2025Q1: 1,028 shares; 2025Q2: 1,003 shares; 2025Q3: 1,005 shares; 2025Q4: 943 shares; 2026Q1: 945 shares 945 $909K 0.08% +2 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,326 shares; 2026Q1: 9,916 shares 9,916 $909K 0.08% +3,590 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,093 shares; 2025Q1: 3,157 shares; 2025Q2: 3,143 shares; 2025Q3: 3,090 shares; 2025Q4: 3,099 shares; 2026Q1: 3,059 shares 3,059 $896K 0.08% -40 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: 2,468 shares; 2024Q4: 2,478 shares; 2025Q1: 2,439 shares; 2025Q2: 2,314 shares; 2025Q3: 2,358 shares; 2025Q4: 2,418 shares; 2026Q1: 2,532 shares 2,532 $855K 0.08% +114 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,806 shares; 2024Q4: 3,552 shares; 2025Q1: 3,512 shares; 2025Q2: 3,482 shares; 2025Q3: 3,123 shares; 2025Q4: 2,454 shares; 2026Q1: 2,422 shares 2,422 $819K 0.07% -32 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,110 shares; 2024Q4: 12,110 shares; 2025Q1: 12,441 shares; 2025Q2: 12,261 shares; 2025Q3: 12,149 shares; 2025Q4: 12,268 shares; 2026Q1: 12,247 shares 12,247 $768K 0.07% -21 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,944 shares; 2024Q4: 9,063 shares; 2025Q1: 12,250 shares; 2025Q2: 13,830 shares; 2025Q3: 18,107 shares; 2025Q4: 18,810 shares; 2026Q1: 18,844 shares 18,844 $734K 0.07% +34 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,772 shares; 2024Q4: 10,982 shares; 2025Q1: 10,982 shares; 2025Q2: 10,442 shares; 2025Q3: 10,475 shares; 2025Q4: 18,063 shares; 2026Q1: 17,463 shares 17,463 $728K 0.06% -600 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: 10,649 shares; 2024Q4: 10,575 shares; 2025Q1: 13,548 shares; 2025Q2: 14,057 shares; 2025Q3: 13,358 shares; 2025Q4: 13,005 shares; 2026Q1: 12,834 shares 12,834 $694K 0.06% -171 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,396 shares 14,396 $692K 0.06% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,831 shares; 2024Q4: 10,686 shares; 2025Q1: 10,492 shares; 2025Q2: 10,499 shares; 2025Q3: 10,520 shares; 2025Q4: 10,457 shares; 2026Q1: 10,453 shares 10,453 $690K 0.06% -4 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: not reported; 2024Q4: not reported; 2025Q1: 9,225 shares; 2025Q2: 9,823 shares; 2025Q3: 9,823 shares; 2025Q4: 9,729 shares; 2026Q1: 9,710 shares 9,710 $677K 0.06% -19 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,742 shares; 2025Q1: 3,530 shares; 2025Q2: 3,621 shares; 2025Q3: 3,621 shares; 2025Q4: 3,291 shares; 2026Q1: 3,285 shares 3,285 $676K 0.06% -6 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: 8,341 shares; 2024Q4: 8,127 shares; 2025Q1: 8,186 shares; 2025Q2: 7,825 shares; 2025Q3: 8,006 shares; 2025Q4: 8,255 shares; 2026Q1: 8,163 shares 8,163 $650K 0.06% -92 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,002 shares; 2024Q4: 6,002 shares; 2025Q1: 5,704 shares; 2025Q2: 5,680 shares; 2025Q3: 5,625 shares; 2025Q4: 5,696 shares; 2026Q1: 5,687 shares 5,687 $644K 0.06% -9 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: 1,517 shares; 2024Q4: 1,390 shares; 2025Q1: 1,422 shares; 2025Q2: 1,380 shares; 2025Q3: 1,378 shares; 2025Q4: 1,299 shares; 2026Q1: 1,282 shares 1,282 $641K 0.06% -17 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: 2,204 shares; 2024Q4: 2,135 shares; 2025Q1: 2,096 shares; 2025Q2: 2,118 shares; 2025Q3: 2,114 shares; 2025Q4: 2,099 shares; 2026Q1: 2,092 shares 2,092 $633K 0.06% -7 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: 3,184 shares; 2024Q4: 3,183 shares; 2025Q1: 3,209 shares; 2025Q2: 3,281 shares; 2025Q3: 3,340 shares; 2025Q4: 3,261 shares; 2026Q1: 3,091 shares 3,091 $628K 0.06% -170 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: 12,080 shares; 2024Q4: 11,925 shares; 2025Q1: 12,521 shares; 2025Q2: 12,282 shares; 2025Q3: 12,556 shares; 2025Q4: 12,260 shares; 2026Q1: 12,495 shares 12,495 $627K 0.06% +235 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: 4,338 shares; 2024Q4: 4,388 shares; 2025Q1: 4,701 shares; 2025Q2: 3,422 shares; 2025Q3: 3,422 shares; 2025Q4: 3,162 shares; 2026Q1: 3,198 shares 3,198 $614K 0.05% +36 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: 5,148 shares; 2024Q4: 6,018 shares; 2025Q1: 6,041 shares; 2025Q2: 6,185 shares; 2025Q3: 6,020 shares; 2025Q4: 5,987 shares; 2026Q1: 5,958 shares 5,958 $612K 0.05% -29 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,757 shares; 2025Q1: 5,764 shares; 2025Q2: 5,757 shares; 2025Q3: 5,100 shares; 2025Q4: 5,096 shares; 2026Q1: 5,096 shares 5,096 $559K 0.05% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,358 shares; 2024Q4: 6,160 shares; 2025Q1: 6,201 shares; 2025Q2: 6,144 shares; 2025Q3: 6,115 shares; 2025Q4: 6,119 shares; 2026Q1: 3,943 shares 3,943 $550K 0.05% -2,176 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,240 shares; 2025Q1: 1,399 shares; 2025Q2: 1,210 shares; 2025Q3: 1,202 shares; 2025Q4: 1,127 shares; 2026Q1: 1,116 shares 1,116 $548K 0.05% -11 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,240 shares; 2024Q4: 4,999 shares; 2025Q1: 4,999 shares; 2025Q2: 4,929 shares; 2025Q3: 4,785 shares; 2025Q4: 4,206 shares; 2026Q1: 4,148 shares 4,148 $543K 0.05% -58 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 3,581 shares; 2025Q1: 3,615 shares; 2025Q2: 3,666 shares; 2025Q3: 3,883 shares; 2025Q4: 3,695 shares; 2026Q1: 3,798 shares 3,798 $517K 0.05% +103 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,211 shares; 2025Q3: 3,965 shares; 2025Q4: 3,862 shares; 2026Q1: 3,792 shares 3,792 $516K 0.05% -70 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: 1,696 shares; 2024Q4: 1,609 shares; 2025Q1: 1,618 shares; 2025Q2: 1,528 shares; 2025Q3: 1,518 shares; 2025Q4: 1,507 shares; 2026Q1: 1,444 shares 1,444 $508K 0.05% -63 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: 1,328 shares; 2024Q4: 1,306 shares; 2025Q1: 1,385 shares; 2025Q2: 1,381 shares; 2025Q3: 1,406 shares; 2025Q4: 1,368 shares; 2026Q1: 1,397 shares 1,397 $500K 0.04% +29 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 2,172 shares; 2025Q1: 1,801 shares; 2025Q2: 1,795 shares; 2025Q3: 1,741 shares; 2025Q4: 1,730 shares; 2026Q1: 1,759 shares 1,759 $499K 0.04% +29 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,376 shares; 2025Q1: 1,378 shares; 2025Q2: 1,573 shares; 2025Q3: 1,581 shares; 2025Q4: 1,578 shares; 2026Q1: 1,568 shares 1,568 $493K 0.04% -10 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,378 shares; 2024Q4: 7,342 shares; 2025Q1: 7,091 shares; 2025Q2: 6,225 shares; 2025Q3: 6,052 shares; 2025Q4: 5,485 shares; 2026Q1: 5,212 shares 5,212 $490K 0.04% -273 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: 5,405 shares; 2024Q4: 9,692 shares; 2025Q1: 9,921 shares; 2025Q2: 10,166 shares; 2025Q3: 10,166 shares; 2025Q4: 9,916 shares; 2026Q1: 9,911 shares 9,911 $489K 0.04% -5 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,377 shares; 2024Q4: 15,671 shares; 2025Q1: 15,669 shares; 2025Q2: 15,668 shares; 2025Q3: 15,668 shares; 2025Q4: 13,286 shares; 2026Q1: 13,284 shares 13,284 $480K 0.04% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,963 shares; 2026Q1: 5,425 shares 5,425 $478K 0.04% +1,462 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: 4,288 shares; 2024Q4: 3,668 shares; 2025Q1: 3,682 shares; 2025Q2: 3,419 shares; 2025Q3: 3,726 shares; 2025Q4: 3,348 shares; 2026Q1: 3,237 shares 3,237 $476K 0.04% -111 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,935 shares; 2024Q4: 4,847 shares; 2025Q1: 4,850 shares; 2025Q2: 4,902 shares; 2025Q3: 4,811 shares; 2025Q4: 4,811 shares; 2026Q1: 4,811 shares 4,811 $467K 0.04% 0 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: 6,639 shares; 2024Q4: 6,312 shares; 2025Q1: 6,043 shares; 2025Q2: 6,031 shares; 2025Q3: 6,091 shares; 2025Q4: 6,074 shares; 2026Q1: 6,091 shares 6,091 $463K 0.04% +17 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: 1,634 shares; 2024Q4: 1,659 shares; 2025Q1: 1,563 shares; 2025Q2: 1,568 shares; 2025Q3: 1,562 shares; 2025Q4: 1,538 shares; 2026Q1: 1,568 shares 1,568 $455K 0.04% +30 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: 1,199 shares; 2024Q4: 1,899 shares; 2025Q1: 2,014 shares; 2025Q2: 2,014 shares; 2025Q3: 2,014 shares; 2025Q4: 4,028 shares; 2026Q1: 4,028 shares 4,028 $439K 0.04% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,573 shares; 2024Q4: 24,507 shares; 2025Q1: 24,560 shares; 2025Q2: 24,259 shares; 2025Q3: 23,566 shares; 2025Q4: 20,894 shares; 2026Q1: 20,694 shares 20,694 $438K 0.04% -200 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: 4,633 shares; 2024Q4: 4,854 shares; 2025Q1: 10,759 shares; 2025Q2: 4,619 shares; 2025Q3: 4,668 shares; 2025Q4: 4,672 shares; 2026Q1: 4,664 shares 4,664 $433K 0.04% -8 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 484 shares; 2025Q1: 592 shares; 2025Q2: 571 shares; 2025Q3: 567 shares; 2025Q4: 5,672 shares; 2026Q1: 4,472 shares 4,472 $430K 0.04% -1,200 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: not reported; 2024Q4: not reported; 2025Q1: 9,655 shares; 2025Q2: 9,098 shares; 2025Q3: 9,100 shares; 2025Q4: 13,398 shares; 2026Q1: 13,436 shares 13,436 $412K 0.04% +38 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: 765 shares; 2024Q4: 765 shares; 2025Q1: 764 shares; 2025Q2: 763 shares; 2025Q3: 763 shares; 2025Q4: 666 shares; 2026Q1: 666 shares 666 $411K 0.04% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 495 shares; 2025Q3: 461 shares; 2025Q4: 462 shares; 2026Q1: 459 shares 459 $401K 0.04% -3 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,521 shares 8,521 $396K 0.04% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 1,678 shares; 2025Q1: 1,684 shares; 2025Q2: 1,659 shares; 2025Q3: 1,661 shares; 2025Q4: 1,666 shares; 2026Q1: 1,663 shares 1,663 $382K 0.03% -3 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,769 shares; 2024Q4: 3,786 shares; 2025Q1: 3,806 shares; 2025Q2: 3,387 shares; 2025Q3: 3,433 shares; 2025Q4: 3,433 shares; 2026Q1: 3,545 shares 3,545 $378K 0.03% +112 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: 1,506 shares; 2024Q4: 1,528 shares; 2025Q1: 1,505 shares; 2025Q2: 2,591 shares; 2025Q3: 2,465 shares; 2025Q4: 2,504 shares; 2026Q1: 1,886 shares 1,886 $374K 0.03% -618 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,842 shares; 2024Q4: 2,885 shares; 2025Q1: 2,888 shares; 2025Q2: 2,889 shares; 2025Q3: 2,896 shares; 2025Q4: 2,908 shares; 2026Q1: 2,907 shares 2,907 $367K 0.03% -1 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,978 shares; 2024Q4: 5,978 shares; 2025Q1: 5,978 shares; 2025Q2: 3,911 shares; 2025Q3: 3,911 shares; 2025Q4: 3,911 shares; 2026Q1: 3,911 shares 3,911 $367K 0.03% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,210 shares; 2025Q1: 1,258 shares; 2025Q2: 1,242 shares; 2025Q3: 1,253 shares; 2025Q4: 1,266 shares; 2026Q1: 1,239 shares 1,239 $361K 0.03% -27 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,128 shares; 2025Q2: 2,734 shares; 2025Q3: 2,734 shares; 2025Q4: 2,734 shares; 2026Q1: 2,734 shares 2,734 $361K 0.03% 0 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,692 shares; 2024Q4: 1,686 shares; 2025Q1: 1,686 shares; 2025Q2: 1,686 shares; 2025Q3: 1,637 shares; 2025Q4: 1,532 shares; 2026Q1: 1,448 shares 1,448 $349K 0.03% -84 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,663 shares; 2024Q4: 5,965 shares; 2025Q1: 6,031 shares; 2025Q2: 6,177 shares; 2025Q3: 5,873 shares; 2025Q4: 5,836 shares; 2026Q1: 5,761 shares 5,761 $349K 0.03% -75 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: 2,528 shares; 2024Q4: 2,529 shares; 2025Q1: 2,530 shares; 2025Q2: 2,436 shares; 2025Q3: 2,436 shares; 2025Q4: 2,437 shares; 2026Q1: 2,338 shares 2,338 $346K 0.03% -99 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: 736 shares; 2024Q4: 717 shares; 2025Q1: not reported; 2025Q2: 950 shares; 2025Q3: 967 shares; 2025Q4: 967 shares; 2026Q1: 972 shares 972 $346K 0.03% +5 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: 1,270 shares; 2024Q4: 1,179 shares; 2025Q1: 1,208 shares; 2025Q2: 1,200 shares; 2025Q3: 1,071 shares; 2025Q4: 905 shares; 2026Q1: 787 shares 787 $340K 0.03% -118 Timeline QUAD QUAD / GRAPHICS INC More: the full row for QUAD / GRAPHICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,231 shares; 2024Q4: 50,231 shares; 2025Q1: 50,231 shares; 2025Q2: 50,229 shares; 2025Q3: 50,227 shares; 2025Q4: 50,227 shares; 2026Q1: 50,227 shares 50,227 $332K 0.03% 0 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: 1,740 shares; 2024Q4: 1,497 shares; 2025Q1: 1,497 shares; 2025Q2: 1,497 shares; 2025Q3: 1,497 shares; 2025Q4: 1,497 shares; 2026Q1: 1,497 shares 1,497 $320K 0.03% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,367 shares; 2025Q1: 1,370 shares; 2025Q2: 1,149 shares; 2025Q3: 1,152 shares; 2025Q4: 1,152 shares; 2026Q1: 1,148 shares 1,148 $319K 0.03% -4 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,619 shares; 2024Q4: 4,606 shares; 2025Q1: 3,693 shares; 2025Q2: 3,705 shares; 2025Q3: 2,682 shares; 2025Q4: 2,667 shares; 2026Q1: 2,680 shares 2,680 $318K 0.03% +13 Timeline ELPC COMPANHIA PARANAENSE DE ENER More: the full row for COMPANHIA PARANAENSE DE ENER 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: 27,063 shares; 2026Q1: 26,528 shares 26,528 $317K 0.03% -535 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 1,696 shares; 2025Q1: 1,712 shares; 2025Q2: 1,710 shares; 2025Q3: 1,678 shares; 2025Q4: 1,310 shares; 2026Q1: 1,293 shares 1,293 $316K 0.03% -17 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,179 shares; 2024Q4: 2,179 shares; 2025Q1: 2,189 shares; 2025Q2: 2,190 shares; 2025Q3: 2,222 shares; 2025Q4: 2,201 shares; 2026Q1: 2,357 shares 2,357 $314K 0.03% +156 Timeline IYR 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: 3,275 shares; 2024Q4: 3,275 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares; 2025Q4: 3,275 shares; 2026Q1: 3,275 shares 3,275 $310K 0.03% 0 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: 4,222 shares; 2024Q4: 3,805 shares; 2025Q1: 3,394 shares; 2025Q2: 3,674 shares; 2025Q3: 3,663 shares; 2025Q4: 2,986 shares; 2026Q1: 3,190 shares 3,190 $307K 0.03% +204 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,934 shares; 2025Q4: 1,962 shares; 2026Q1: 1,922 shares 1,922 $307K 0.03% -40 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,582 shares; 2024Q4: 6,573 shares; 2025Q1: 6,901 shares; 2025Q2: 6,948 shares; 2025Q3: 7,235 shares; 2025Q4: 7,061 shares; 2026Q1: 6,755 shares 6,755 $306K 0.03% -306 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: 3,906 shares; 2024Q4: 2,926 shares; 2025Q1: 3,137 shares; 2025Q2: 2,300 shares; 2025Q3: 2,242 shares; 2025Q4: 1,894 shares; 2026Q1: 1,962 shares 1,962 $305K 0.03% +68 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 753 shares; 2026Q1: 705 shares 705 $303K 0.03% -48 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: 6,628 shares; 2024Q4: 4,182 shares; 2025Q1: 4,153 shares; 2025Q2: 4,270 shares; 2025Q3: 4,305 shares; 2025Q4: 3,167 shares; 2026Q1: 2,971 shares 2,971 $294K 0.03% -196 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: 2,316 shares; 2024Q4: 2,238 shares; 2025Q1: 2,216 shares; 2025Q2: 2,172 shares; 2025Q3: 2,173 shares; 2025Q4: 2,154 shares; 2026Q1: 2,633 shares 2,633 $289K 0.03% +479 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $286K 0.03% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 1,705 shares; 2025Q1: 1,730 shares; 2025Q2: 1,708 shares; 2025Q3: 1,646 shares; 2025Q4: 1,475 shares; 2026Q1: 1,450 shares 1,450 $286K 0.03% -25 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: 7,188 shares; 2024Q4: 7,188 shares; 2025Q1: 7,188 shares; 2025Q2: 6,094 shares; 2025Q3: 6,094 shares; 2025Q4: 6,094 shares; 2026Q1: 6,094 shares 6,094 $278K 0.02% 0 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: 2,495 shares; 2024Q4: 2,450 shares; 2025Q1: 2,338 shares; 2025Q2: 2,420 shares; 2025Q3: 2,277 shares; 2025Q4: not reported; 2026Q1: 2,275 shares 2,275 $276K 0.02% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 679 shares; 2025Q1: 702 shares; 2025Q2: 681 shares; 2025Q3: 685 shares; 2025Q4: 667 shares; 2026Q1: 647 shares 647 $275K 0.02% -20 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: 3,345 shares; 2024Q4: 3,209 shares; 2025Q1: 3,178 shares; 2025Q2: 3,178 shares; 2025Q3: 3,178 shares; 2025Q4: 3,110 shares; 2026Q1: 3,078 shares 3,078 $273K 0.02% -32 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: 4,960 shares; 2024Q4: 4,960 shares; 2025Q1: 4,960 shares; 2025Q2: 4,960 shares; 2025Q3: 4,980 shares; 2025Q4: 4,980 shares; 2026Q1: 4,980 shares 4,980 $272K 0.02% 0 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 11,512 shares; 2026Q1: 21,454 shares 21,454 $266K 0.02% +9,942 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,783 shares; 2025Q2: 2,720 shares; 2025Q3: 2,719 shares; 2025Q4: 2,370 shares; 2026Q1: 2,355 shares 2,355 $265K 0.02% -15 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: 391 shares; 2024Q4: 391 shares; 2025Q1: 415 shares; 2025Q2: 419 shares; 2025Q3: 382 shares; 2025Q4: 382 shares; 2026Q1: 377 shares 377 $263K 0.02% -5 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,299 shares; 2024Q4: 13,672 shares; 2025Q1: 32,407 shares; 2025Q2: 11,960 shares; 2025Q3: 12,274 shares; 2025Q4: 8,357 shares; 2026Q1: 9,004 shares 9,004 $261K 0.02% +647 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 820 shares; 2025Q4: 822 shares; 2026Q1: 807 shares 807 $257K 0.02% -15 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: 485 shares; 2024Q4: 478 shares; 2025Q1: 487 shares; 2025Q2: 470 shares; 2025Q3: 433 shares; 2025Q4: 422 shares; 2026Q1: 421 shares 421 $254K 0.02% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 298 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 300 shares 300 $254K 0.02% -4 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,257 shares; 2025Q4: 2,232 shares; 2026Q1: 2,233 shares 2,233 $253K 0.02% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 487 shares; 2025Q4: 478 shares; 2026Q1: 465 shares 465 $250K 0.02% -13 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,163 shares; 2025Q1: 1,212 shares; 2025Q2: 1,193 shares; 2025Q3: 1,192 shares; 2025Q4: 1,261 shares; 2026Q1: 1,248 shares 1,248 $247K 0.02% -13 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: 8,519 shares; 2024Q4: 8,140 shares; 2025Q1: 7,909 shares; 2025Q2: 7,591 shares; 2025Q3: 7,436 shares; 2025Q4: 7,189 shares; 2026Q1: 8,550 shares 8,550 $245K 0.02% +1,361 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,508 shares; 2026Q1: 1,488 shares 1,488 $245K 0.02% -20 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: not reported; 2024Q4: not reported; 2025Q1: 1,881 shares; 2025Q2: not reported; 2025Q3: 1,847 shares; 2025Q4: 1,865 shares; 2026Q1: 1,865 shares 1,865 $244K 0.02% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212 shares; 2024Q4: 213 shares; 2025Q1: 216 shares; 2025Q2: 220 shares; 2025Q3: 223 shares; 2025Q4: 224 shares; 2026Q1: 224 shares 224 $244K 0.02% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 1,508 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: 1,690 shares; 2025Q4: 1,561 shares; 2026Q1: 1,661 shares 1,661 $244K 0.02% +100 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,026 shares; 2025Q4: 820 shares; 2026Q1: 610 shares 610 $239K 0.02% -210 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,953 shares; 2025Q4: 1,909 shares; 2026Q1: 1,870 shares 1,870 $236K 0.02% -39 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,931 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,737 shares; 2025Q4: 4,670 shares; 2026Q1: 4,546 shares 4,546 $235K 0.02% -124 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,750 shares; 2025Q1: 1,729 shares; 2025Q2: 1,749 shares; 2025Q3: 1,741 shares; 2025Q4: 1,571 shares; 2026Q1: 1,594 shares 1,594 $231K 0.02% +23 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION 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: 3,293 shares 3,293 $230K 0.02% new 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: 1,224 shares; 2024Q4: 873 shares; 2025Q1: 1,212 shares; 2025Q2: 1,242 shares; 2025Q3: 1,189 shares; 2025Q4: 1,329 shares; 2026Q1: 1,227 shares 1,227 $229K 0.02% -102 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 917 shares; 2025Q1: 998 shares; 2025Q2: 1,096 shares; 2025Q3: 1,097 shares; 2025Q4: 1,051 shares; 2026Q1: 941 shares 941 $229K 0.02% -110 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,744 shares 1,744 $228K 0.02% new 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: 726 shares; 2024Q4: 726 shares; 2025Q1: not reported; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 726 shares; 2026Q1: 726 shares 726 $228K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: not reported; 2025Q1: 2,379 shares; 2025Q2: 2,348 shares; 2025Q3: 2,348 shares; 2025Q4: 2,348 shares; 2026Q1: 2,348 shares 2,348 $227K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,515 shares; 2025Q2: 3,340 shares; 2025Q3: 3,340 shares; 2025Q4: 3,340 shares; 2026Q1: 3,340 shares 3,340 $226K 0.02% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,206 shares; 2025Q3: 3,206 shares; 2025Q4: 3,206 shares; 2026Q1: 3,206 shares 3,206 $225K 0.02% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,874 shares; 2025Q1: 2,834 shares; 2025Q2: 2,829 shares; 2025Q3: 2,835 shares; 2025Q4: 2,835 shares; 2026Q1: 2,804 shares 2,804 $225K 0.02% -31 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 2,263 shares; 2025Q4: not reported; 2026Q1: 3,916 shares 3,916 $221K 0.02% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 894 shares 894 $221K 0.02% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,204 shares; 2026Q1: 1,204 shares 1,204 $217K 0.02% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,916 shares 3,916 $216K 0.02% new 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: 972 shares; 2024Q4: 895 shares; 2025Q1: 898 shares; 2025Q2: 918 shares; 2025Q3: 867 shares; 2025Q4: 882 shares; 2026Q1: 886 shares 886 $215K 0.02% +4 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: 3,724 shares; 2024Q4: 3,626 shares; 2025Q1: 3,619 shares; 2025Q2: 3,560 shares; 2025Q3: 3,522 shares; 2025Q4: not reported; 2026Q1: 3,728 shares 3,728 $215K 0.02% new Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,678 shares; 2025Q2: 5,678 shares; 2025Q3: 5,678 shares; 2025Q4: 5,679 shares; 2026Q1: 4,364 shares 4,364 $214K 0.02% -1,315 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 718 shares 718 $212K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 582 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 375 shares 375 $211K 0.02% new Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,391 shares; 2024Q4: 11,391 shares; 2025Q1: 11,447 shares; 2025Q2: 11,391 shares; 2025Q3: 11,391 shares; 2025Q4: 11,391 shares; 2026Q1: 11,391 shares 11,391 $211K 0.02% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,880 shares; 2025Q4: 2,913 shares; 2026Q1: 2,932 shares 2,932 $211K 0.02% +19 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 901 shares; 2026Q1: 1,153 shares 1,153 $210K 0.02% +252 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 241 shares 241 $209K 0.02% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,416 shares 2,416 $205K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,042 shares; 2025Q4: 2,452 shares; 2026Q1: 2,060 shares 2,060 $205K 0.02% -392 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,502 shares; 2024Q4: 16,502 shares; 2025Q1: 16,502 shares; 2025Q2: 16,155 shares; 2025Q3: 15,536 shares; 2025Q4: 13,658 shares; 2026Q1: 13,271 shares 13,271 $204K 0.02% -387 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: 1,194 shares; 2024Q4: 1,082 shares; 2025Q1: 1,098 shares; 2025Q2: 1,042 shares; 2025Q3: not reported; 2025Q4: 1,032 shares; 2026Q1: 1,072 shares 1,072 $203K 0.02% +40 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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 $202K 0.02% new Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,615 shares; 2024Q4: 20,615 shares; 2025Q1: 20,615 shares; 2025Q2: 20,615 shares; 2025Q3: 20,615 shares; 2025Q4: 20,615 shares; 2026Q1: 20,615 shares 20,615 $183K 0.02% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL 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: 10,736 shares 10,736 $159K 0.01% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,896 shares; 2024Q4: 14,896 shares; 2025Q1: 14,965 shares; 2025Q2: 14,981 shares; 2025Q3: 14,981 shares; 2025Q4: 14,981 shares; 2026Q1: 14,981 shares 14,981 $135K 0.01% 0 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,290 shares 10,290 $129K 0.01% new Timeline FINV FINVOLUTION GROUP More: the full row for FINVOLUTION GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,146 shares; 2024Q4: 19,146 shares; 2025Q1: 19,146 shares; 2025Q2: 19,146 shares; 2025Q3: 19,146 shares; 2025Q4: 19,146 shares; 2026Q1: 19,146 shares 19,146 $91.7K 0.01% 0 Timeline SBDS SOLO BRANDS INC More: the full row for SOLO BRANDS 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: 18,603 shares 18,603 $69.9K 0.01% new Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,827 shares; 2024Q4: 48,725 shares; 2025Q1: 48,725 shares; 2025Q2: 48,725 shares; 2025Q3: 48,725 shares; 2025Q4: 48,725 shares; 2026Q1: 48,725 shares 48,725 $64.3K 0.01% 0 Timeline