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: restricted; 2024Q4: 3,128,379 shares; 2025Q1: 3,306,390 shares; 2025Q2: 3,577,671 shares; 2025Q3: 3,938,781 shares; 2025Q4: 4,308,564 shares; 2026Q1: 4,740,776 shares 4,740,776 $322M 10.37% +432,212 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: restricted; 2024Q4: 2,268,330 shares; 2025Q1: 2,458,408 shares; 2025Q2: 2,608,070 shares; 2025Q3: 2,820,540 shares; 2025Q4: 3,027,310 shares; 2026Q1: 3,280,863 shares 3,280,863 $185M 5.98% +253,553 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: restricted; 2024Q4: 336,107 shares; 2025Q1: 333,135 shares; 2025Q2: 366,364 shares; 2025Q3: 396,920 shares; 2025Q4: 425,885 shares; 2026Q1: 475,275 shares 475,275 $159M 5.11% +49,390 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: restricted; 2024Q4: 166,673 shares; 2025Q1: 161,780 shares; 2025Q2: 155,278 shares; 2025Q3: 170,956 shares; 2025Q4: 187,783 shares; 2026Q1: 194,068 shares 194,068 $121M 3.89% +6,285 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: restricted; 2024Q4: 995,065 shares; 2025Q1: 1,116,274 shares; 2025Q2: 1,127,248 shares; 2025Q3: 1,127,561 shares; 2025Q4: 1,108,495 shares; 2026Q1: 1,158,252 shares 1,158,252 $111M 3.56% +49,757 Timeline VTC 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: restricted; 2024Q4: 919,993 shares; 2025Q1: 999,491 shares; 2025Q2: 1,002,796 shares; 2025Q3: 1,083,517 shares; 2025Q4: 1,150,759 shares; 2026Q1: 1,356,285 shares 1,356,285 $104M 3.37% +205,526 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,759,911 shares; 2025Q1: 2,997,326 shares; 2025Q2: 3,067,339 shares; 2025Q3: 3,406,789 shares; 2025Q4: 3,825,629 shares; 2026Q1: 4,370,401 shares 4,370,401 $100M 3.23% +544,772 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: restricted; 2024Q4: 400,948 shares; 2025Q1: 414,908 shares; 2025Q2: 429,653 shares; 2025Q3: 462,407 shares; 2025Q4: 458,227 shares; 2026Q1: 452,533 shares 452,533 $82.4M 2.66% -5,694 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: restricted; 2024Q4: 1,215,658 shares; 2025Q1: 1,365,745 shares; 2025Q2: 1,327,687 shares; 2025Q3: 1,204,023 shares; 2025Q4: 1,322,300 shares; 2026Q1: 1,587,787 shares 1,587,787 $79.6M 2.57% +265,487 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: restricted; 2024Q4: 250,656 shares; 2025Q1: 260,718 shares; 2025Q2: 253,621 shares; 2025Q3: 275,017 shares; 2025Q4: 282,853 shares; 2026Q1: 285,372 shares 285,372 $73.9M 2.38% +2,519 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: restricted; 2024Q4: 708,478 shares; 2025Q1: 845,765 shares; 2025Q2: 852,360 shares; 2025Q3: 866,628 shares; 2025Q4: 866,536 shares; 2026Q1: 896,140 shares 896,140 $66.4M 2.14% +29,604 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: restricted; 2024Q4: 293,396 shares; 2025Q1: 349,835 shares; 2025Q2: 496,553 shares; 2025Q3: 497,248 shares; 2025Q4: 465,572 shares; 2026Q1: 472,473 shares 472,473 $50.4M 1.63% +6,901 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: restricted; 2024Q4: 88,841 shares; 2025Q1: 95,213 shares; 2025Q2: 99,298 shares; 2025Q3: 106,357 shares; 2025Q4: 106,413 shares; 2026Q1: 159,605 shares 159,605 $50.2M 1.62% +53,192 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: restricted; 2024Q4: 85,992 shares; 2025Q1: 94,830 shares; 2025Q2: 96,225 shares; 2025Q3: 101,215 shares; 2025Q4: 106,063 shares; 2026Q1: 148,344 shares 148,344 $47.1M 1.52% +42,281 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: restricted; 2024Q4: 100,883 shares; 2025Q1: 99,061 shares; 2025Q2: 104,758 shares; 2025Q3: 112,736 shares; 2025Q4: 110,319 shares; 2026Q1: 106,223 shares 106,223 $39.8M 1.28% -4,096 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: restricted; 2024Q4: 140,256 shares; 2025Q1: 160,599 shares; 2025Q2: 153,735 shares; 2025Q3: 163,078 shares; 2025Q4: 164,468 shares; 2026Q1: 169,403 shares 169,403 $37.5M 1.21% +4,935 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: restricted; 2024Q4: 41,507 shares; 2025Q1: 41,480 shares; 2025Q2: 43,272 shares; 2025Q3: 267,535 shares; 2025Q4: 263,474 shares; 2026Q1: 265,373 shares 265,373 $37.4M 1.2% +1,899 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: restricted; 2024Q4: 481,961 shares; 2025Q1: 514,152 shares; 2025Q2: 529,679 shares; 2025Q3: 559,295 shares; 2025Q4: 625,652 shares; 2026Q1: 682,426 shares 682,426 $32.9M 1.06% +56,774 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: restricted; 2024Q4: 43,459 shares; 2025Q1: 45,637 shares; 2025Q2: 46,991 shares; 2025Q3: 49,001 shares; 2025Q4: 47,054 shares; 2026Q1: 47,593 shares 47,593 $29.1M 0.94% +539 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: restricted; 2024Q4: 163,041 shares; 2025Q1: 177,367 shares; 2025Q2: 184,519 shares; 2025Q3: 186,473 shares; 2025Q4: 186,833 shares; 2026Q1: 180,872 shares 180,872 $27.8M 0.9% -5,961 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: restricted; 2024Q4: 660,430 shares; 2025Q1: 911,946 shares; 2025Q2: 970,909 shares; 2025Q3: 1,000,835 shares; 2025Q4: 1,035,169 shares; 2026Q1: 1,036,722 shares 1,036,722 $27.1M 0.88% +1,553 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: restricted; 2024Q4: 50,228 shares; 2025Q1: 69,073 shares; 2025Q2: 69,263 shares; 2025Q3: 73,094 shares; 2025Q4: 77,595 shares; 2026Q1: 76,629 shares 76,629 $26.9M 0.87% -966 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: restricted; 2024Q4: 15,086 shares; 2025Q1: 19,386 shares; 2025Q2: 21,251 shares; 2025Q3: 26,133 shares; 2025Q4: 26,349 shares; 2026Q1: 36,981 shares 36,981 $22.4M 0.72% +10,632 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,214 shares; 2025Q1: 67,149 shares; 2025Q2: 70,763 shares; 2025Q3: 125,442 shares; 2025Q4: 160,113 shares; 2026Q1: 194,623 shares 194,623 $19.4M 0.63% +34,510 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: restricted; 2024Q4: 40,323 shares; 2025Q1: 55,957 shares; 2025Q2: 52,269 shares; 2025Q3: 53,937 shares; 2025Q4: 54,703 shares; 2026Q1: 55,950 shares 55,950 $19.2M 0.62% +1,247 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: restricted; 2024Q4: 29,690 shares; 2025Q1: 39,184 shares; 2025Q2: 38,192 shares; 2025Q3: 40,159 shares; 2025Q4: 36,950 shares; 2026Q1: 37,381 shares 37,381 $17.9M 0.58% +431 Timeline USHY 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: restricted; 2024Q4: 396,120 shares; 2025Q1: 409,744 shares; 2025Q2: 406,461 shares; 2025Q3: 422,652 shares; 2025Q4: 441,908 shares; 2026Q1: 482,749 shares 482,749 $17.9M 0.58% +40,841 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: restricted; 2024Q4: 56,244 shares; 2025Q1: 50,702 shares; 2025Q2: 53,197 shares; 2025Q3: 54,890 shares; 2025Q4: 55,132 shares; 2026Q1: 59,116 shares 59,116 $17.6M 0.57% +3,984 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: restricted; 2024Q4: 74,242 shares; 2025Q1: 55,134 shares; 2025Q2: 56,620 shares; 2025Q3: 56,270 shares; 2025Q4: 57,607 shares; 2026Q1: 60,051 shares 60,051 $16.4M 0.53% +2,444 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: restricted; 2024Q4: 40,716 shares; 2025Q1: 42,499 shares; 2025Q2: 44,047 shares; 2025Q3: 46,117 shares; 2025Q4: 47,811 shares; 2026Q1: 50,587 shares 50,587 $15.6M 0.5% +2,776 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: restricted; 2024Q4: 16,008 shares; 2025Q1: 16,012 shares; 2025Q2: 18,608 shares; 2025Q3: 22,224 shares; 2025Q4: 21,039 shares; 2026Q1: 22,292 shares 22,292 $15.1M 0.49% +1,253 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: restricted; 2024Q4: 64,176 shares; 2025Q1: 83,445 shares; 2025Q2: 91,446 shares; 2025Q3: 118,682 shares; 2025Q4: 93,946 shares; 2026Q1: 189,589 shares 189,589 $15M 0.48% +95,643 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: restricted; 2024Q4: 14,149 shares; 2025Q1: 14,668 shares; 2025Q2: 14,698 shares; 2025Q3: 13,477 shares; 2025Q4: 14,519 shares; 2026Q1: 14,822 shares 14,822 $14.1M 0.46% +303 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: restricted; 2024Q4: 11,054 shares; 2025Q1: 492,766 shares; 2025Q2: 509,143 shares; 2025Q3: 497,337 shares; 2025Q4: 502,881 shares; 2026Q1: 540,015 shares 540,015 $14.1M 0.45% +37,134 Timeline VYMI 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: restricted; 2024Q4: 121,701 shares; 2025Q1: 128,133 shares; 2025Q2: 129,920 shares; 2025Q3: 132,373 shares; 2025Q4: 138,264 shares; 2026Q1: 138,036 shares 138,036 $13.6M 0.44% -228 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: restricted; 2024Q4: 4,137 shares; 2025Q1: 4,263 shares; 2025Q2: 11,490 shares; 2025Q3: 7,725 shares; 2025Q4: 7,827 shares; 2026Q1: 13,747 shares 13,747 $12.9M 0.41% +5,920 Timeline SCMB 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: restricted; 2024Q4: 496,568 shares; 2025Q1: 574,349 shares; 2025Q2: 489,484 shares; 2025Q3: 489,352 shares; 2025Q4: 492,383 shares; 2026Q1: 494,149 shares 494,149 $12.7M 0.41% +1,766 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: restricted; 2024Q4: 28,902 shares; 2025Q1: 28,911 shares; 2025Q2: 31,405 shares; 2025Q3: 31,791 shares; 2025Q4: 32,800 shares; 2026Q1: 61,097 shares 61,097 $12.3M 0.4% +28,297 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: restricted; 2024Q4: 163,093 shares; 2025Q1: 141,297 shares; 2025Q2: 151,021 shares; 2025Q3: 158,727 shares; 2025Q4: 158,679 shares; 2026Q1: 144,393 shares 144,393 $12.2M 0.39% -14,286 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: restricted; 2024Q4: 17,919 shares; 2025Q1: 43,427 shares; 2025Q2: 40,433 shares; 2025Q3: 36,082 shares; 2025Q4: 36,185 shares; 2026Q1: 38,980 shares 38,980 $12.1M 0.39% +2,795 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: restricted; 2024Q4: 58,408 shares; 2025Q1: 77,662 shares; 2025Q2: 80,962 shares; 2025Q3: 101,104 shares; 2025Q4: 132,533 shares; 2026Q1: 144,811 shares 144,811 $11.8M 0.38% +12,278 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127,684 shares; 2025Q1: 130,878 shares; 2025Q2: 136,549 shares; 2025Q3: 139,262 shares; 2025Q4: 136,595 shares; 2026Q1: 127,708 shares 127,708 $11.7M 0.38% -8,887 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: restricted; 2024Q4: 94,131 shares; 2025Q1: 106,773 shares; 2025Q2: 107,809 shares; 2025Q3: 109,170 shares; 2025Q4: 110,511 shares; 2026Q1: 110,884 shares 110,884 $11.7M 0.38% +373 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: restricted; 2024Q4: 13,476 shares; 2025Q1: 14,095 shares; 2025Q2: 14,638 shares; 2025Q3: 14,327 shares; 2025Q4: 14,480 shares; 2026Q1: 16,128 shares 16,128 $11M 0.35% +1,648 Timeline AVUS 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: restricted; 2024Q4: 91,573 shares; 2025Q1: 91,607 shares; 2025Q2: 91,640 shares; 2025Q3: 91,668 shares; 2025Q4: 91,700 shares; 2026Q1: 92,022 shares 92,022 $10.6M 0.34% +322 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: restricted; 2024Q4: 9,293 shares; 2025Q1: 9,871 shares; 2025Q2: 10,192 shares; 2025Q3: 10,469 shares; 2025Q4: 108,735 shares; 2026Q1: 106,642 shares 106,642 $10.6M 0.34% -2,093 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: restricted; 2024Q4: 58,632 shares; 2025Q1: 62,645 shares; 2025Q2: 64,916 shares; 2025Q3: 65,651 shares; 2025Q4: 65,390 shares; 2026Q1: 67,672 shares 67,672 $10.6M 0.34% +2,282 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: restricted; 2024Q4: 8,900 shares; 2025Q1: 7,207 shares; 2025Q2: 7,203 shares; 2025Q3: 7,249 shares; 2025Q4: 12,542 shares; 2026Q1: 13,209 shares 13,209 $9.76M 0.31% +667 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: restricted; 2024Q4: 63,925 shares; 2025Q1: 63,541 shares; 2025Q2: 66,786 shares; 2025Q3: 70,755 shares; 2025Q4: 73,345 shares; 2026Q1: 76,664 shares 76,664 $9.76M 0.31% +3,319 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: restricted; 2024Q4: 91,298 shares; 2025Q1: 89,236 shares; 2025Q2: 80,603 shares; 2025Q3: 82,266 shares; 2025Q4: 84,262 shares; 2026Q1: 65,023 shares 65,023 $9.34M 0.3% -19,239 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: restricted; 2024Q4: 25,822 shares; 2025Q1: 37,245 shares; 2025Q2: 39,996 shares; 2025Q3: 42,064 shares; 2025Q4: 42,061 shares; 2026Q1: 43,207 shares 43,207 $9.14M 0.29% +1,146 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: restricted; 2024Q4: 270,302 shares; 2025Q1: 277,518 shares; 2025Q2: 281,835 shares; 2025Q3: 272,123 shares; 2025Q4: 265,105 shares; 2026Q1: 264,567 shares 264,567 $9.11M 0.29% -538 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: restricted; 2024Q4: 84,992 shares; 2025Q1: 80,941 shares; 2025Q2: 77,418 shares; 2025Q3: 76,345 shares; 2025Q4: 78,125 shares; 2026Q1: 78,144 shares 78,144 $8.97M 0.29% +19 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: restricted; 2024Q4: 32,130 shares; 2025Q1: 37,624 shares; 2025Q2: 41,344 shares; 2025Q3: 41,719 shares; 2025Q4: 46,725 shares; 2026Q1: 59,159 shares 59,159 $8.55M 0.28% +12,434 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: restricted; 2024Q4: 23,945 shares; 2025Q1: 26,747 shares; 2025Q2: 27,975 shares; 2025Q3: 29,711 shares; 2025Q4: 30,712 shares; 2026Q1: 34,444 shares 34,444 $8.31M 0.27% +3,732 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,271 shares; 2025Q1: 91,050 shares; 2025Q2: 92,292 shares; 2025Q3: 92,352 shares; 2025Q4: 93,710 shares; 2026Q1: 93,710 shares 93,710 $8.24M 0.27% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,354 shares; 2025Q1: 25,385 shares; 2025Q2: 27,252 shares; 2025Q3: 27,871 shares; 2025Q4: 27,644 shares; 2026Q1: 26,534 shares 26,534 $8.2M 0.26% -1,110 Timeline CMF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 143,224 shares; 2025Q4: 157,426 shares; 2026Q1: 142,044 shares 142,044 $8.13M 0.26% -15,382 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,011 shares; 2025Q1: 11,613 shares; 2025Q2: 55,312 shares; 2025Q3: 63,832 shares; 2025Q4: 64,945 shares; 2026Q1: 65,221 shares 65,221 $7.71M 0.25% +276 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: restricted; 2024Q4: 74,799 shares; 2025Q1: 100,055 shares; 2025Q2: 100,784 shares; 2025Q3: 98,309 shares; 2025Q4: 104,019 shares; 2026Q1: 107,648 shares 107,648 $7.59M 0.24% +3,629 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: restricted; 2024Q4: 142,261 shares; 2025Q1: 151,984 shares; 2025Q2: 153,314 shares; 2025Q3: 153,109 shares; 2025Q4: 151,015 shares; 2026Q1: 151,071 shares 151,071 $7.44M 0.24% +56 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: restricted; 2024Q4: 13,382 shares; 2025Q1: 13,308 shares; 2025Q2: 12,854 shares; 2025Q3: 13,847 shares; 2025Q4: 14,889 shares; 2026Q1: 32,969 shares 32,969 $7.08M 0.23% +18,080 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: restricted; 2024Q4: 5,465 shares; 2025Q1: 5,821 shares; 2025Q2: 6,129 shares; 2025Q3: 6,294 shares; 2025Q4: 6,282 shares; 2026Q1: 6,799 shares 6,799 $7.01M 0.23% +517 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: restricted; 2024Q4: 30,856 shares; 2025Q1: 32,806 shares; 2025Q2: 33,303 shares; 2025Q3: 33,433 shares; 2025Q4: 48,351 shares; 2026Q1: 46,343 shares 46,343 $6.86M 0.22% -2,008 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: restricted; 2024Q4: 11,203 shares; 2025Q1: 10,922 shares; 2025Q2: 12,152 shares; 2025Q3: 12,195 shares; 2025Q4: 12,866 shares; 2026Q1: 14,700 shares 14,700 $6.72M 0.22% +1,834 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: restricted; 2024Q4: 7,331 shares; 2025Q1: 7,148 shares; 2025Q2: 7,573 shares; 2025Q3: 8,084 shares; 2025Q4: 8,187 shares; 2026Q1: 8,512 shares 8,512 $6.57M 0.21% +325 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: restricted; 2024Q4: 17,847 shares; 2025Q1: 22,687 shares; 2025Q2: 19,556 shares; 2025Q3: 23,856 shares; 2025Q4: 24,331 shares; 2026Q1: 27,372 shares 27,372 $6.35M 0.2% +3,041 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: restricted; 2024Q4: 75,132 shares; 2025Q1: 69,424 shares; 2025Q2: 69,691 shares; 2025Q3: 69,691 shares; 2025Q4: 70,734 shares; 2026Q1: 70,861 shares 70,861 $6.33M 0.2% +127 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: restricted; 2024Q4: 13,369 shares; 2025Q1: 13,766 shares; 2025Q2: 13,233 shares; 2025Q3: 13,853 shares; 2025Q4: 13,627 shares; 2026Q1: 14,714 shares 14,714 $5.98M 0.19% +1,087 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: restricted; 2024Q4: 16,688 shares; 2025Q1: 17,234 shares; 2025Q2: 19,649 shares; 2025Q3: 20,255 shares; 2025Q4: 20,365 shares; 2026Q1: 18,677 shares 18,677 $5.75M 0.19% -1,688 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: restricted; 2024Q4: 17,957 shares; 2025Q1: 18,796 shares; 2025Q2: 18,863 shares; 2025Q3: 23,032 shares; 2025Q4: 25,260 shares; 2026Q1: 25,507 shares 25,507 $5.66M 0.18% +247 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: restricted; 2024Q4: 10,368 shares; 2025Q1: 10,777 shares; 2025Q2: 11,299 shares; 2025Q3: 11,725 shares; 2025Q4: 11,828 shares; 2026Q1: 11,063 shares 11,063 $5.61M 0.18% -765 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: restricted; 2024Q4: 24,261 shares; 2025Q1: 43,414 shares; 2025Q2: 42,130 shares; 2025Q3: 38,763 shares; 2025Q4: 39,980 shares; 2026Q1: 41,413 shares 41,413 $5.38M 0.17% +1,433 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: restricted; 2024Q4: 4,898 shares; 2025Q1: 5,038 shares; 2025Q2: 5,140 shares; 2025Q3: 5,524 shares; 2025Q4: 5,586 shares; 2026Q1: 5,805 shares 5,805 $5.26M 0.17% +219 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: restricted; 2024Q4: 10,610 shares; 2025Q1: 11,628 shares; 2025Q2: 12,268 shares; 2025Q3: 12,761 shares; 2025Q4: 13,816 shares; 2026Q1: 13,406 shares 13,406 $5.17M 0.17% -410 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: restricted; 2024Q4: 26,348 shares; 2025Q1: 28,730 shares; 2025Q2: 37,491 shares; 2025Q3: 30,503 shares; 2025Q4: 31,800 shares; 2026Q1: 31,998 shares 31,998 $5.15M 0.17% +198 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: restricted; 2024Q4: 51,263 shares; 2025Q1: 53,407 shares; 2025Q2: 63,475 shares; 2025Q3: 52,900 shares; 2025Q4: 65,259 shares; 2026Q1: 66,582 shares 66,582 $5.15M 0.17% +1,323 Timeline HNGE HINGE HEALTH INC More: the full row for HINGE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 133,303 shares 133,303 $5.1M 0.16% new 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: restricted; 2024Q4: 18,074 shares; 2025Q1: 18,279 shares; 2025Q2: 18,168 shares; 2025Q3: 18,003 shares; 2025Q4: 18,045 shares; 2026Q1: 21,122 shares 21,122 $4.76M 0.15% +3,077 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: restricted; 2024Q4: 13,481 shares; 2025Q1: 16,259 shares; 2025Q2: 17,334 shares; 2025Q3: 17,875 shares; 2025Q4: 17,848 shares; 2026Q1: 32,777 shares 32,777 $4.64M 0.15% +14,929 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: restricted; 2024Q4: 23,807 shares; 2025Q1: 25,254 shares; 2025Q2: 25,375 shares; 2025Q3: 26,951 shares; 2025Q4: 26,340 shares; 2026Q1: 30,183 shares 30,183 $4.59M 0.15% +3,843 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: restricted; 2024Q4: 4,406 shares; 2025Q1: 4,287 shares; 2025Q2: 3,964 shares; 2025Q3: 4,167 shares; 2025Q4: 4,399 shares; 2026Q1: 12,957 shares 12,957 $4.49M 0.14% +8,558 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: restricted; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 7 shares; 2026Q1: 6 shares 6 $4.32M 0.14% -1 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: restricted; 2024Q4: 14,995 shares; 2025Q1: 17,362 shares; 2025Q2: 24,439 shares; 2025Q3: 25,239 shares; 2025Q4: 26,007 shares; 2026Q1: 17,485 shares 17,485 $4.31M 0.14% -8,522 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: restricted; 2024Q4: 39,669 shares; 2025Q1: 42,325 shares; 2025Q2: 45,297 shares; 2025Q3: 46,720 shares; 2025Q4: 46,605 shares; 2026Q1: 51,459 shares 51,459 $4.31M 0.14% +4,854 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: restricted; 2024Q4: 16,625 shares; 2025Q1: 18,016 shares; 2025Q2: 18,858 shares; 2025Q3: 19,690 shares; 2025Q4: 19,695 shares; 2026Q1: 21,044 shares 21,044 $4.28M 0.14% +1,349 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,577 shares; 2025Q1: 46,363 shares; 2025Q2: 52,293 shares; 2025Q3: 52,314 shares; 2025Q4: 54,412 shares; 2026Q1: 49,230 shares 49,230 $4.22M 0.14% -5,182 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: restricted; 2024Q4: 13,762 shares; 2025Q1: 15,023 shares; 2025Q2: 12,104 shares; 2025Q3: 19,364 shares; 2025Q4: 20,619 shares; 2026Q1: 21,095 shares 21,095 $4.07M 0.13% +476 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: restricted; 2024Q4: 9,027 shares; 2025Q1: 12,124 shares; 2025Q2: 11,722 shares; 2025Q3: 12,229 shares; 2025Q4: 12,896 shares; 2026Q1: 15,324 shares 15,324 $3.99M 0.13% +2,428 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: restricted; 2024Q4: 12,781 shares; 2025Q1: 12,096 shares; 2025Q2: 11,029 shares; 2025Q3: 15,040 shares; 2025Q4: 14,995 shares; 2026Q1: 13,044 shares 13,044 $3.99M 0.13% -1,951 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: restricted; 2024Q4: 9,209 shares; 2025Q1: 9,209 shares; 2025Q2: 9,507 shares; 2025Q3: 9,727 shares; 2025Q4: 9,225 shares; 2026Q1: 33,042 shares 33,042 $3.94M 0.13% +23,817 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: restricted; 2024Q4: 43,130 shares; 2025Q1: 42,046 shares; 2025Q2: 34,815 shares; 2025Q3: 30,590 shares; 2025Q4: 26,475 shares; 2026Q1: 26,951 shares 26,951 $3.91M 0.13% +476 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: restricted; 2024Q4: 58,704 shares; 2025Q1: 63,662 shares; 2025Q2: 67,162 shares; 2025Q3: 66,818 shares; 2025Q4: 63,291 shares; 2026Q1: 65,604 shares 65,604 $3.9M 0.13% +2,313 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,015 shares; 2025Q3: 40,006 shares; 2025Q4: 40,056 shares; 2026Q1: 40,231 shares 40,231 $3.89M 0.13% +175 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: restricted; 2024Q4: 13,569 shares; 2025Q1: 13,450 shares; 2025Q2: 13,745 shares; 2025Q3: 14,229 shares; 2025Q4: 12,385 shares; 2026Q1: 11,572 shares 11,572 $3.89M 0.13% -813 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 42,268 shares; 2025Q2: 42,269 shares; 2025Q3: 42,576 shares; 2025Q4: 42,578 shares; 2026Q1: 42,841 shares 42,841 $3.88M 0.12% +263 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: restricted; 2024Q4: 11,402 shares; 2025Q1: 11,550 shares; 2025Q2: 12,040 shares; 2025Q3: 12,185 shares; 2025Q4: 12,295 shares; 2026Q1: 12,172 shares 12,172 $3.85M 0.12% -123 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: restricted; 2024Q4: 3,034 shares; 2025Q1: 3,064 shares; 2025Q2: 3,160 shares; 2025Q3: 3,285 shares; 2025Q4: 3,820 shares; 2026Q1: 3,883 shares 3,883 $3.75M 0.12% +63 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: restricted; 2024Q4: 66,232 shares; 2025Q1: 64,967 shares; 2025Q2: 66,386 shares; 2025Q3: 71,755 shares; 2025Q4: 74,007 shares; 2026Q1: 72,018 shares 72,018 $3.74M 0.12% -1,989 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,857 shares; 2025Q1: 44,609 shares; 2025Q2: 43,034 shares; 2025Q3: 43,035 shares; 2025Q4: 43,039 shares; 2026Q1: 43,041 shares 43,041 $3.73M 0.12% +2 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: restricted; 2024Q4: 28,420 shares; 2025Q1: 34,176 shares; 2025Q2: 34,291 shares; 2025Q3: 36,300 shares; 2025Q4: 33,688 shares; 2026Q1: 39,604 shares 39,604 $3.65M 0.12% +5,916 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,114 shares; 2025Q1: 10,717 shares; 2025Q2: 11,308 shares; 2025Q3: 13,029 shares; 2025Q4: 12,845 shares; 2026Q1: 12,953 shares 12,953 $3.51M 0.11% +108 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: restricted; 2024Q4: 114,220 shares; 2025Q1: 123,247 shares; 2025Q2: 189,850 shares; 2025Q3: 177,328 shares; 2025Q4: 125,013 shares; 2026Q1: 127,858 shares 127,858 $3.5M 0.11% +2,845 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: restricted; 2024Q4: 14,725 shares; 2025Q1: 13,574 shares; 2025Q2: 13,065 shares; 2025Q3: 13,070 shares; 2025Q4: 27,213 shares; 2026Q1: 24,442 shares 24,442 $3.46M 0.11% -2,771 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: restricted; 2024Q4: 23,476 shares; 2025Q1: 23,597 shares; 2025Q2: 24,349 shares; 2025Q3: 25,289 shares; 2025Q4: 25,162 shares; 2026Q1: 25,432 shares 25,432 $3.44M 0.11% +270 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: restricted; 2024Q4: 30,815 shares; 2025Q1: 112,167 shares; 2025Q2: 112,700 shares; 2025Q3: 146,963 shares; 2025Q4: 128,614 shares; 2026Q1: 128,698 shares 128,698 $3.43M 0.11% +84 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,991 shares; 2025Q1: 19,035 shares; 2025Q2: 19,655 shares; 2025Q3: 20,141 shares; 2025Q4: 20,362 shares; 2026Q1: 22,862 shares 22,862 $3.32M 0.11% +2,500 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: restricted; 2024Q4: 1,338 shares; 2025Q1: 2,211 shares; 2025Q2: 2,341 shares; 2025Q3: 2,018 shares; 2025Q4: 1,879 shares; 2026Q1: 1,943 shares 1,943 $3.25M 0.1% +64 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: restricted; 2024Q4: 17,880 shares; 2025Q1: 33,365 shares; 2025Q2: 49,838 shares; 2025Q3: 53,435 shares; 2025Q4: 58,502 shares; 2026Q1: 54,950 shares 54,950 $3.21M 0.1% -3,552 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: restricted; 2024Q4: 51,357 shares; 2025Q1: 66,386 shares; 2025Q2: 66,773 shares; 2025Q3: 72,674 shares; 2025Q4: 105,724 shares; 2026Q1: 105,749 shares 105,749 $3.21M 0.1% +25 Timeline AVIV 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: restricted; 2024Q4: 27,576 shares; 2025Q1: 27,576 shares; 2025Q2: 40,669 shares; 2025Q3: 40,669 shares; 2025Q4: 40,906 shares; 2026Q1: 40,922 shares 40,922 $3.21M 0.1% +16 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: restricted; 2024Q4: 11,395 shares; 2025Q1: 11,953 shares; 2025Q2: 13,065 shares; 2025Q3: 13,238 shares; 2025Q4: 13,430 shares; 2026Q1: 13,247 shares 13,247 $3.2M 0.1% -183 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: restricted; 2024Q4: 35,562 shares; 2025Q1: 19,836 shares; 2025Q2: 20,530 shares; 2025Q3: 22,608 shares; 2025Q4: 23,531 shares; 2026Q1: 25,861 shares 25,861 $3.19M 0.1% +2,330 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,346 shares; 2025Q1: 18,400 shares; 2025Q2: 17,839 shares; 2025Q3: 17,504 shares; 2025Q4: 17,530 shares; 2026Q1: 16,783 shares 16,783 $3.18M 0.1% -747 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: restricted; 2024Q4: 7,725 shares; 2025Q1: 7,851 shares; 2025Q2: 7,941 shares; 2025Q3: 8,298 shares; 2025Q4: 8,860 shares; 2026Q1: 8,693 shares 8,693 $3.18M 0.1% -167 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: restricted; 2024Q4: 15,285 shares; 2025Q1: 16,185 shares; 2025Q2: 16,470 shares; 2025Q3: 16,875 shares; 2025Q4: 17,954 shares; 2026Q1: 19,558 shares 19,558 $3.16M 0.1% +1,604 Timeline NYF 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: restricted; 2024Q4: 46,482 shares; 2025Q1: 46,684 shares; 2025Q2: 46,725 shares; 2025Q3: 47,218 shares; 2025Q4: 52,790 shares; 2026Q1: 58,562 shares 58,562 $3.13M 0.1% +5,772 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: restricted; 2024Q4: 17,389 shares; 2025Q1: 23,577 shares; 2025Q2: 23,706 shares; 2025Q3: 25,044 shares; 2025Q4: 24,261 shares; 2026Q1: 25,309 shares 25,309 $3.13M 0.1% +1,048 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: restricted; 2024Q4: 3,690 shares; 2025Q1: 3,636 shares; 2025Q2: 3,618 shares; 2025Q3: 3,715 shares; 2025Q4: 3,894 shares; 2026Q1: 8,961 shares 8,961 $3.12M 0.1% +5,067 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: restricted; 2024Q4: 90,965 shares; 2025Q1: 96,852 shares; 2025Q2: 92,013 shares; 2025Q3: 94,758 shares; 2025Q4: 99,717 shares; 2026Q1: 100,519 shares 100,519 $3.1M 0.1% +802 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: restricted; 2024Q4: 52,046 shares; 2025Q1: 52,046 shares; 2025Q2: 74,775 shares; 2025Q3: 74,775 shares; 2025Q4: 91,981 shares; 2026Q1: 76,662 shares 76,662 $3.1M 0.1% -15,319 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: restricted; 2024Q4: 16,656 shares; 2025Q1: 16,811 shares; 2025Q2: 16,644 shares; 2025Q3: 15,397 shares; 2025Q4: 18,962 shares; 2026Q1: 17,402 shares 17,402 $3.07M 0.1% -1,560 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: restricted; 2024Q4: 9,498 shares; 2025Q1: 9,351 shares; 2025Q2: 9,765 shares; 2025Q3: 9,967 shares; 2025Q4: 10,088 shares; 2026Q1: 10,516 shares 10,516 $2.99M 0.1% +428 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,322 shares; 2025Q1: 7,095 shares; 2025Q2: 6,919 shares; 2025Q3: 7,128 shares; 2025Q4: 7,491 shares; 2026Q1: 7,570 shares 7,570 $2.96M 0.1% +79 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: restricted; 2024Q4: 6,814 shares; 2025Q1: 7,545 shares; 2025Q2: 8,266 shares; 2025Q3: 7,950 shares; 2025Q4: 8,541 shares; 2026Q1: 8,435 shares 8,435 $2.95M 0.1% -106 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,778 shares; 2025Q1: 4,843 shares; 2025Q2: 4,962 shares; 2025Q3: 5,026 shares; 2025Q4: 4,975 shares; 2026Q1: 5,064 shares 5,064 $2.92M 0.09% +89 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: restricted; 2024Q4: 6,102 shares; 2025Q1: 6,432 shares; 2025Q2: 6,690 shares; 2025Q3: 5,948 shares; 2025Q4: 6,217 shares; 2026Q1: 6,284 shares 6,284 $2.9M 0.09% +67 Timeline AVES 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: restricted; 2024Q4: 34,272 shares; 2025Q1: 42,885 shares; 2025Q2: 46,523 shares; 2025Q3: 46,523 shares; 2025Q4: 46,146 shares; 2026Q1: 46,094 shares 46,094 $2.9M 0.09% -52 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: restricted; 2024Q4: 19,214 shares; 2025Q1: 29,190 shares; 2025Q2: 30,922 shares; 2025Q3: 32,125 shares; 2025Q4: 31,279 shares; 2026Q1: 27,899 shares 27,899 $2.89M 0.09% -3,380 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: restricted; 2024Q4: 22,993 shares; 2025Q1: 22,928 shares; 2025Q2: 37,324 shares; 2025Q3: 37,793 shares; 2025Q4: 39,420 shares; 2026Q1: 35,476 shares 35,476 $2.81M 0.09% -3,944 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: restricted; 2024Q4: 6,391 shares; 2025Q1: 7,143 shares; 2025Q2: 9,332 shares; 2025Q3: 8,588 shares; 2025Q4: 23,862 shares; 2026Q1: 22,963 shares 22,963 $2.79M 0.09% -899 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: restricted; 2024Q4: 8,486 shares; 2025Q1: 8,583 shares; 2025Q2: 8,997 shares; 2025Q3: 9,151 shares; 2025Q4: 9,152 shares; 2026Q1: 9,510 shares 9,510 $2.75M 0.09% +358 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,953 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,523 shares; 2025Q4: 14,864 shares; 2026Q1: 23,492 shares 23,492 $2.73M 0.09% +8,628 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: restricted; 2024Q4: 12,292 shares; 2025Q1: 12,488 shares; 2025Q2: 24,793 shares; 2025Q3: 29,345 shares; 2025Q4: 37,084 shares; 2026Q1: 37,239 shares 37,239 $2.68M 0.09% +155 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: restricted; 2024Q4: 6,125 shares; 2025Q1: 7,230 shares; 2025Q2: 7,451 shares; 2025Q3: 7,751 shares; 2025Q4: 7,928 shares; 2026Q1: 8,648 shares 8,648 $2.65M 0.09% +720 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: restricted; 2024Q4: 8,473 shares; 2025Q1: 8,804 shares; 2025Q2: 8,821 shares; 2025Q3: 8,837 shares; 2025Q4: 8,855 shares; 2026Q1: 6,829 shares 6,829 $2.63M 0.08% -2,026 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,418 shares; 2025Q1: 16,587 shares; 2025Q2: 19,354 shares; 2025Q3: 29,372 shares; 2025Q4: 48,912 shares; 2026Q1: 63,951 shares 63,951 $2.58M 0.08% +15,039 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: restricted; 2024Q4: 1,243 shares; 2025Q1: 1,256 shares; 2025Q2: 3,286 shares; 2025Q3: 3,643 shares; 2025Q4: 3,585 shares; 2026Q1: 3,716 shares 3,716 $2.55M 0.08% +131 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: restricted; 2024Q4: 11,972 shares; 2025Q1: 12,398 shares; 2025Q2: 13,524 shares; 2025Q3: 14,238 shares; 2025Q4: 13,622 shares; 2026Q1: 14,426 shares 14,426 $2.54M 0.08% +804 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: restricted; 2024Q4: 5,484 shares; 2025Q1: 5,872 shares; 2025Q2: 5,888 shares; 2025Q3: 6,131 shares; 2025Q4: 6,168 shares; 2026Q1: 6,572 shares 6,572 $2.53M 0.08% +404 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,400 shares; 2025Q2: 15,400 shares; 2025Q3: 15,400 shares; 2025Q4: 15,400 shares; 2026Q1: 15,400 shares 15,400 $2.51M 0.08% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,950 shares; 2025Q1: 5,907 shares; 2025Q2: 6,952 shares; 2025Q3: 7,596 shares; 2025Q4: 9,599 shares; 2026Q1: 11,340 shares 11,340 $2.47M 0.08% +1,741 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: restricted; 2024Q4: 2,485 shares; 2025Q1: 2,458 shares; 2025Q2: 2,664 shares; 2025Q3: 2,763 shares; 2025Q4: 2,716 shares; 2026Q1: 2,459 shares 2,459 $2.46M 0.08% -257 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: restricted; 2024Q4: 28,499 shares; 2025Q1: 28,128 shares; 2025Q2: 28,236 shares; 2025Q3: 26,100 shares; 2025Q4: 27,444 shares; 2026Q1: 25,255 shares 25,255 $2.46M 0.08% -2,189 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 480 shares; 2025Q1: 499 shares; 2025Q2: 531 shares; 2025Q3: 553 shares; 2025Q4: 564 shares; 2026Q1: 13,315 shares 13,315 $2.41M 0.08% +12,751 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: restricted; 2024Q4: 36,258 shares; 2025Q1: 43,462 shares; 2025Q2: 42,863 shares; 2025Q3: 42,863 shares; 2025Q4: 48,358 shares; 2026Q1: 48,645 shares 48,645 $2.35M 0.08% +287 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,795 shares; 2025Q1: 26,868 shares; 2025Q2: 27,144 shares; 2025Q3: 25,400 shares; 2025Q4: 24,309 shares; 2026Q1: 20,431 shares 20,431 $2.33M 0.08% -3,878 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,728 shares; 2025Q1: 8,482 shares; 2025Q2: 8,710 shares; 2025Q3: 9,050 shares; 2025Q4: 9,058 shares; 2026Q1: 9,030 shares 9,030 $2.26M 0.07% -28 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,998 shares; 2025Q1: 7,438 shares; 2025Q2: 7,631 shares; 2025Q3: 7,812 shares; 2025Q4: 7,904 shares; 2026Q1: 8,019 shares 8,019 $2.24M 0.07% +115 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,982 shares; 2026Q1: 41,557 shares 41,557 $2.22M 0.07% -9,425 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: restricted; 2024Q4: 8,919 shares; 2025Q1: 8,924 shares; 2025Q2: 9,183 shares; 2025Q3: 9,292 shares; 2025Q4: 9,108 shares; 2026Q1: 9,505 shares 9,505 $2.21M 0.07% +397 Timeline VPL 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: restricted; 2024Q4: 23,471 shares; 2025Q1: 23,471 shares; 2025Q2: 23,039 shares; 2025Q3: 22,956 shares; 2025Q4: 23,010 shares; 2026Q1: 21,032 shares 21,032 $2.21M 0.07% -1,978 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: restricted; 2024Q4: 18,756 shares; 2025Q1: 19,149 shares; 2025Q2: 17,866 shares; 2025Q3: 25,686 shares; 2025Q4: 15,757 shares; 2026Q1: 17,473 shares 17,473 $2.19M 0.07% +1,716 Timeline ESGV 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: restricted; 2024Q4: 2,553 shares; 2025Q1: 16,595 shares; 2025Q2: 18,382 shares; 2025Q3: 18,421 shares; 2025Q4: 19,159 shares; 2026Q1: 18,566 shares 18,566 $2.18M 0.07% -593 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: restricted; 2024Q4: 5,765 shares; 2025Q1: 5,870 shares; 2025Q2: 9,016 shares; 2025Q3: 9,584 shares; 2025Q4: 10,206 shares; 2026Q1: 11,292 shares 11,292 $2.17M 0.07% +1,086 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: restricted; 2024Q4: 8,259 shares; 2025Q1: 8,013 shares; 2025Q2: 8,228 shares; 2025Q3: 8,389 shares; 2025Q4: 8,676 shares; 2026Q1: 8,835 shares 8,835 $2.15M 0.07% +159 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: restricted; 2024Q4: 6,856 shares; 2025Q1: 6,581 shares; 2025Q2: 11,434 shares; 2025Q3: 11,886 shares; 2025Q4: 11,685 shares; 2026Q1: 12,719 shares 12,719 $2.14M 0.07% +1,034 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: restricted; 2024Q4: 13,844 shares; 2025Q1: 14,354 shares; 2025Q2: 14,929 shares; 2025Q3: 16,190 shares; 2025Q4: 15,423 shares; 2026Q1: 16,204 shares 16,204 $2.13M 0.07% +781 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: restricted; 2024Q4: 3,847 shares; 2025Q1: 4,408 shares; 2025Q2: 4,666 shares; 2025Q3: 4,906 shares; 2025Q4: 3,760 shares; 2026Q1: 4,256 shares 4,256 $2.13M 0.07% +496 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: restricted; 2024Q4: 81,883 shares; 2025Q1: 88,546 shares; 2025Q2: 88,675 shares; 2025Q3: 84,451 shares; 2025Q4: 84,495 shares; 2026Q1: 84,517 shares 84,517 $2.12M 0.07% +22 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,664 shares; 2025Q1: 4,658 shares; 2025Q2: 6,261 shares; 2025Q3: 6,383 shares; 2025Q4: 7,414 shares; 2026Q1: 7,509 shares 7,509 $2.08M 0.07% +95 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: restricted; 2024Q4: 15,858 shares; 2025Q1: 15,858 shares; 2025Q2: 15,485 shares; 2025Q3: 15,485 shares; 2025Q4: 16,080 shares; 2026Q1: 20,368 shares 20,368 $2.08M 0.07% +4,288 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: restricted; 2024Q4: 2,003 shares; 2025Q1: 2,163 shares; 2025Q2: 2,284 shares; 2025Q3: 2,352 shares; 2025Q4: 2,357 shares; 2026Q1: 2,380 shares 2,380 $2.07M 0.07% +23 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: restricted; 2024Q4: 2,782 shares; 2025Q1: 3,067 shares; 2025Q2: 3,117 shares; 2025Q3: 3,128 shares; 2025Q4: 3,221 shares; 2026Q1: 3,265 shares 3,265 $1.99M 0.06% +44 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,744 shares; 2026Q1: 2,497 shares 2,497 $1.95M 0.06% +753 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: restricted; 2024Q4: 7,221 shares; 2025Q1: 8,379 shares; 2025Q2: 8,706 shares; 2025Q3: 9,222 shares; 2025Q4: 9,279 shares; 2026Q1: 9,524 shares 9,524 $1.95M 0.06% +245 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: restricted; 2024Q4: 2,745 shares; 2025Q1: 3,326 shares; 2025Q2: 3,182 shares; 2025Q3: 3,039 shares; 2025Q4: 2,352 shares; 2026Q1: 9,844 shares 9,844 $1.95M 0.06% +7,492 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,195 shares; 2025Q1: 4,056 shares; 2025Q2: 4,229 shares; 2025Q3: 3,931 shares; 2025Q4: 4,210 shares; 2026Q1: 4,524 shares 4,524 $1.93M 0.06% +314 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: restricted; 2024Q4: 15,159 shares; 2025Q1: 16,023 shares; 2025Q2: 15,949 shares; 2025Q3: 17,778 shares; 2025Q4: 18,611 shares; 2026Q1: 20,403 shares 20,403 $1.92M 0.06% +1,792 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: restricted; 2024Q4: 4,519 shares; 2025Q1: 4,758 shares; 2025Q2: 5,002 shares; 2025Q3: 5,017 shares; 2025Q4: 5,126 shares; 2026Q1: 4,383 shares 4,383 $1.92M 0.06% -743 Timeline HYD 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: restricted; 2024Q4: 34,356 shares; 2025Q1: 37,028 shares; 2025Q2: 37,526 shares; 2025Q3: 38,777 shares; 2025Q4: 39,473 shares; 2026Q1: 37,636 shares 37,636 $1.91M 0.06% -1,837 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,558 shares; 2025Q1: 24,161 shares; 2025Q2: 25,696 shares; 2025Q3: 27,173 shares; 2025Q4: 27,066 shares; 2026Q1: 26,333 shares 26,333 $1.91M 0.06% -733 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 19,420 shares; 2025Q2: 40,597 shares; 2025Q3: 40,713 shares; 2025Q4: 51,105 shares; 2026Q1: 52,687 shares 52,687 $1.91M 0.06% +1,582 Timeline VCIT 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: restricted; 2024Q4: not reported; 2025Q1: 2,809 shares; 2025Q2: 6,539 shares; 2025Q3: 12,127 shares; 2025Q4: 21,982 shares; 2026Q1: 22,780 shares 22,780 $1.89M 0.06% +798 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: restricted; 2024Q4: 6,580 shares; 2025Q1: 5,757 shares; 2025Q2: 7,038 shares; 2025Q3: 7,530 shares; 2025Q4: 7,577 shares; 2026Q1: 7,701 shares 7,701 $1.85M 0.06% +124 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,568 shares; 2025Q1: 16,307 shares; 2025Q2: 16,948 shares; 2025Q3: 17,596 shares; 2025Q4: 18,070 shares; 2026Q1: 18,905 shares 18,905 $1.83M 0.06% +835 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,773 shares; 2025Q1: 3,332 shares; 2025Q2: 3,476 shares; 2025Q3: 3,560 shares; 2025Q4: 3,569 shares; 2026Q1: 3,615 shares 3,615 $1.83M 0.06% +46 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,071 shares; 2025Q1: 4,322 shares; 2025Q2: 4,281 shares; 2025Q3: 4,400 shares; 2025Q4: 3,830 shares; 2026Q1: 4,076 shares 4,076 $1.83M 0.06% +246 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,547 shares; 2025Q1: 2,921 shares; 2025Q2: 2,889 shares; 2025Q3: 2,940 shares; 2025Q4: 2,966 shares; 2026Q1: 3,074 shares 3,074 $1.82M 0.06% +108 Timeline IAGG 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: restricted; 2024Q4: 31,000 shares; 2025Q1: 31,168 shares; 2025Q2: 35,096 shares; 2025Q3: 35,136 shares; 2025Q4: 35,991 shares; 2026Q1: 36,165 shares 36,165 $1.81M 0.06% +174 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: restricted; 2024Q4: 1,767 shares; 2025Q1: 1,810 shares; 2025Q2: 3,187 shares; 2025Q3: 4,269 shares; 2025Q4: 4,598 shares; 2026Q1: 4,282 shares 4,282 $1.81M 0.06% -316 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,167 shares; 2025Q1: 20,048 shares; 2025Q2: 19,616 shares; 2025Q3: 19,616 shares; 2025Q4: 19,616 shares; 2026Q1: 19,616 shares 19,616 $1.8M 0.06% 0 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: restricted; 2024Q4: 10,345 shares; 2025Q1: 10,593 shares; 2025Q2: 11,331 shares; 2025Q3: 11,303 shares; 2025Q4: 9,951 shares; 2026Q1: 10,267 shares 10,267 $1.79M 0.06% +316 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: restricted; 2024Q4: 5,991 shares; 2025Q1: 5,965 shares; 2025Q2: 6,237 shares; 2025Q3: 5,352 shares; 2025Q4: 5,244 shares; 2026Q1: 5,384 shares 5,384 $1.79M 0.06% +140 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,290 shares; 2025Q1: 22,729 shares; 2025Q2: 23,349 shares; 2025Q3: 24,804 shares; 2025Q4: 25,000 shares; 2026Q1: 24,529 shares 24,529 $1.79M 0.06% -471 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 18,343 shares; 2025Q2: 18,344 shares; 2025Q3: 18,344 shares; 2025Q4: 18,344 shares; 2026Q1: 18,345 shares 18,345 $1.78M 0.06% +1 Timeline VTHR 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: restricted; 2024Q4: 5,646 shares; 2025Q1: 5,652 shares; 2025Q2: 5,599 shares; 2025Q3: 5,605 shares; 2025Q4: 5,611 shares; 2026Q1: 5,848 shares 5,848 $1.75M 0.06% +237 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,852 shares; 2025Q3: 2,981 shares; 2025Q4: 3,272 shares; 2026Q1: 3,528 shares 3,528 $1.74M 0.06% +256 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: restricted; 2024Q4: 16,203 shares; 2025Q1: 17,055 shares; 2025Q2: 19,086 shares; 2025Q3: 19,952 shares; 2025Q4: 18,290 shares; 2026Q1: 17,913 shares 17,913 $1.74M 0.06% -377 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: restricted; 2024Q4: 9,573 shares; 2025Q1: 9,815 shares; 2025Q2: 8,236 shares; 2025Q3: 9,687 shares; 2025Q4: 10,186 shares; 2026Q1: 11,198 shares 11,198 $1.73M 0.06% +1,012 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: restricted; 2024Q4: 2,984 shares; 2025Q1: 2,712 shares; 2025Q2: 2,916 shares; 2025Q3: 2,402 shares; 2025Q4: 3,000 shares; 2026Q1: 2,754 shares 2,754 $1.73M 0.06% -246 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,214 shares; 2025Q1: 1,195 shares; 2025Q2: 1,224 shares; 2025Q3: 1,160 shares; 2025Q4: 1,227 shares; 2026Q1: 1,212 shares 1,212 $1.72M 0.06% -15 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: restricted; 2024Q4: 19,273 shares; 2025Q1: 21,238 shares; 2025Q2: 20,474 shares; 2025Q3: 20,479 shares; 2025Q4: 20,486 shares; 2026Q1: 20,631 shares 20,631 $1.72M 0.06% +145 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,006 shares; 2025Q1: 48,988 shares; 2025Q2: 49,022 shares; 2025Q3: 49,022 shares; 2025Q4: 49,014 shares; 2026Q1: 48,954 shares 48,954 $1.72M 0.06% -60 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,044 shares; 2025Q1: 15,389 shares; 2025Q2: 13,124 shares; 2025Q3: 10,217 shares; 2025Q4: 83,827 shares; 2026Q1: 98,849 shares 98,849 $1.71M 0.06% +15,022 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: restricted; 2024Q4: 24,759 shares; 2025Q1: 38,459 shares; 2025Q2: 42,316 shares; 2025Q3: 54,789 shares; 2025Q4: 50,591 shares; 2026Q1: 55,771 shares 55,771 $1.71M 0.06% +5,180 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: restricted; 2024Q4: 7,281 shares; 2025Q1: 8,644 shares; 2025Q2: 18,004 shares; 2025Q3: 18,803 shares; 2025Q4: 18,335 shares; 2026Q1: 35,142 shares 35,142 $1.69M 0.05% +16,807 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: restricted; 2024Q4: not reported; 2025Q1: 18,424 shares; 2025Q2: 12,871 shares; 2025Q3: 17,684 shares; 2025Q4: 20,944 shares; 2026Q1: 28,646 shares 28,646 $1.69M 0.05% +7,702 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: restricted; 2024Q4: 17,795 shares; 2025Q1: 17,083 shares; 2025Q2: 15,764 shares; 2025Q3: 17,242 shares; 2025Q4: 17,811 shares; 2026Q1: 16,942 shares 16,942 $1.68M 0.05% -869 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: restricted; 2024Q4: 2,162 shares; 2025Q1: 2,175 shares; 2025Q2: 2,222 shares; 2025Q3: 2,274 shares; 2025Q4: 2,248 shares; 2026Q1: 2,194 shares 2,194 $1.67M 0.05% -54 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: restricted; 2024Q4: not reported; 2025Q1: 20,560 shares; 2025Q2: 20,575 shares; 2025Q3: 20,579 shares; 2025Q4: 21,652 shares; 2026Q1: 30,285 shares 30,285 $1.67M 0.05% +8,633 Timeline SMLF 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: restricted; 2024Q4: not reported; 2025Q1: 21,170 shares; 2025Q2: 21,170 shares; 2025Q3: 21,170 shares; 2025Q4: 21,170 shares; 2026Q1: 21,170 shares 21,170 $1.66M 0.05% 0 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: restricted; 2024Q4: 4,002 shares; 2025Q1: 3,821 shares; 2025Q2: 4,193 shares; 2025Q3: 5,020 shares; 2025Q4: 4,918 shares; 2026Q1: 5,177 shares 5,177 $1.64M 0.05% +259 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: restricted; 2024Q4: 31,833 shares; 2025Q1: 30,886 shares; 2025Q2: 33,400 shares; 2025Q3: 36,685 shares; 2025Q4: 30,363 shares; 2026Q1: 34,166 shares 34,166 $1.64M 0.05% +3,803 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: restricted; 2024Q4: 12,391 shares; 2025Q1: 8,972 shares; 2025Q2: 10,857 shares; 2025Q3: 9,627 shares; 2025Q4: 16,440 shares; 2026Q1: 19,165 shares 19,165 $1.64M 0.05% +2,725 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,853 shares; 2026Q1: 60,468 shares 60,468 $1.59M 0.05% -385 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: restricted; 2024Q4: 3,492 shares; 2025Q1: 3,494 shares; 2025Q2: 3,516 shares; 2025Q3: 3,558 shares; 2025Q4: 3,621 shares; 2026Q1: 3,490 shares 3,490 $1.58M 0.05% -131 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: restricted; 2024Q4: 8,914 shares; 2025Q1: 10,283 shares; 2025Q2: 10,447 shares; 2025Q3: 10,401 shares; 2025Q4: 9,535 shares; 2026Q1: 9,096 shares 9,096 $1.58M 0.05% -439 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: restricted; 2024Q4: 11,263 shares; 2025Q1: 8,170 shares; 2025Q2: 8,409 shares; 2025Q3: 25,281 shares; 2025Q4: 25,256 shares; 2026Q1: 21,376 shares 21,376 $1.58M 0.05% -3,880 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: restricted; 2024Q4: 4,454 shares; 2025Q1: 5,389 shares; 2025Q2: 6,920 shares; 2025Q3: 7,343 shares; 2025Q4: 7,506 shares; 2026Q1: 9,518 shares 9,518 $1.57M 0.05% +2,012 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: restricted; 2024Q4: 13,512 shares; 2025Q1: 15,145 shares; 2025Q2: 13,988 shares; 2025Q3: 13,618 shares; 2025Q4: 14,295 shares; 2026Q1: 15,990 shares 15,990 $1.55M 0.05% +1,695 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 671 shares; 2025Q1: 1,054 shares; 2025Q2: 1,068 shares; 2025Q3: 1,102 shares; 2025Q4: 1,104 shares; 2026Q1: 1,181 shares 1,181 $1.55M 0.05% +77 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,860 shares; 2025Q1: 13,860 shares; 2025Q2: 31,795 shares; 2025Q3: 69,102 shares; 2025Q4: 59,323 shares; 2026Q1: 32,827 shares 32,827 $1.55M 0.05% -26,496 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,876 shares; 2025Q1: 10,318 shares; 2025Q2: 10,361 shares; 2025Q3: 10,425 shares; 2025Q4: 10,428 shares; 2026Q1: 10,354 shares 10,354 $1.53M 0.05% -74 Timeline GDX 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: restricted; 2024Q4: not reported; 2025Q1: 15,572 shares; 2025Q2: 15,572 shares; 2025Q3: 15,579 shares; 2025Q4: 15,574 shares; 2026Q1: 15,574 shares 15,574 $1.53M 0.05% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,983 shares; 2025Q1: 8,462 shares; 2025Q2: 9,347 shares; 2025Q3: 8,650 shares; 2025Q4: 8,192 shares; 2026Q1: 7,690 shares 7,690 $1.52M 0.05% -502 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: restricted; 2024Q4: 6,086 shares; 2025Q1: 5,866 shares; 2025Q2: 6,437 shares; 2025Q3: 6,580 shares; 2025Q4: 6,592 shares; 2026Q1: 6,550 shares 6,550 $1.52M 0.05% -42 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: restricted; 2024Q4: 29,329 shares; 2025Q1: 29,352 shares; 2025Q2: 29,534 shares; 2025Q3: 30,060 shares; 2025Q4: 30,300 shares; 2026Q1: 29,442 shares 29,442 $1.51M 0.05% -858 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: restricted; 2024Q4: 9,403 shares; 2025Q1: 11,110 shares; 2025Q2: 12,191 shares; 2025Q3: 14,311 shares; 2025Q4: 15,305 shares; 2026Q1: 19,100 shares 19,100 $1.5M 0.05% +3,795 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,633 shares; 2025Q1: 4,355 shares; 2025Q2: 5,284 shares; 2025Q3: 3,299 shares; 2025Q4: 3,218 shares; 2026Q1: 3,383 shares 3,383 $1.5M 0.05% +165 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: restricted; 2024Q4: 9,411 shares; 2025Q1: 12,301 shares; 2025Q2: 10,110 shares; 2025Q3: 10,017 shares; 2025Q4: 9,537 shares; 2026Q1: 13,074 shares 13,074 $1.5M 0.05% +3,537 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: restricted; 2024Q4: 8,112 shares; 2025Q1: 4,384 shares; 2025Q2: 4,828 shares; 2025Q3: 4,834 shares; 2025Q4: 4,480 shares; 2026Q1: 4,036 shares 4,036 $1.5M 0.05% -444 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,913 shares; 2025Q1: 19,453 shares; 2025Q2: 22,121 shares; 2025Q3: 23,478 shares; 2025Q4: 27,709 shares; 2026Q1: 27,020 shares 27,020 $1.5M 0.05% -689 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: restricted; 2024Q4: 2,983 shares; 2025Q1: 2,969 shares; 2025Q2: 3,090 shares; 2025Q3: 3,159 shares; 2025Q4: 3,173 shares; 2026Q1: 3,310 shares 3,310 $1.49M 0.05% +137 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: restricted; 2024Q4: 11,827 shares; 2025Q1: 12,594 shares; 2025Q2: 12,818 shares; 2025Q3: 12,901 shares; 2025Q4: 13,349 shares; 2026Q1: 11,595 shares 11,595 $1.48M 0.05% -1,754 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 916 shares; 2025Q1: 1,036 shares; 2025Q2: 16,071 shares; 2025Q3: 16,764 shares; 2025Q4: 15,758 shares; 2026Q1: 15,853 shares 15,853 $1.48M 0.05% +95 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,679 shares; 2025Q2: 11,679 shares; 2025Q3: 11,679 shares; 2025Q4: 11,679 shares; 2026Q1: 11,679 shares 11,679 $1.47M 0.05% 0 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: restricted; 2024Q4: 8,345 shares; 2025Q1: 16,131 shares; 2025Q2: 16,072 shares; 2025Q3: 16,293 shares; 2025Q4: 14,596 shares; 2026Q1: 13,813 shares 13,813 $1.47M 0.05% -783 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,880 shares; 2025Q1: 5,628 shares; 2025Q2: 5,707 shares; 2025Q3: 5,872 shares; 2025Q4: 6,511 shares; 2026Q1: 6,533 shares 6,533 $1.47M 0.05% +22 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,378 shares; 2025Q1: 4,398 shares; 2025Q2: 4,422 shares; 2025Q3: 4,443 shares; 2025Q4: 4,469 shares; 2026Q1: 9,862 shares 9,862 $1.46M 0.05% +5,393 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: restricted; 2024Q4: 6,739 shares; 2025Q1: 7,186 shares; 2025Q2: 7,186 shares; 2025Q3: 7,681 shares; 2025Q4: 6,792 shares; 2026Q1: 7,305 shares 7,305 $1.44M 0.05% +513 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: restricted; 2024Q4: 5,870 shares; 2025Q1: 6,217 shares; 2025Q2: 6,295 shares; 2025Q3: 6,304 shares; 2025Q4: 5,317 shares; 2026Q1: 6,235 shares 6,235 $1.44M 0.05% +918 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: restricted; 2024Q4: 3,882 shares; 2025Q1: 5,151 shares; 2025Q2: 5,033 shares; 2025Q3: 5,182 shares; 2025Q4: 5,348 shares; 2026Q1: 6,812 shares 6,812 $1.44M 0.05% +1,464 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,230 shares; 2025Q1: 38,960 shares; 2025Q2: 38,960 shares; 2025Q3: 38,960 shares; 2025Q4: 38,960 shares; 2026Q1: 38,988 shares 38,988 $1.43M 0.05% +28 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: restricted; 2024Q4: 30,834 shares; 2025Q1: 23,249 shares; 2025Q2: 24,603 shares; 2025Q3: 31,166 shares; 2025Q4: 36,991 shares; 2026Q1: 51,735 shares 51,735 $1.42M 0.05% +14,744 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,084 shares; 2025Q1: 33,699 shares; 2025Q2: 26,926 shares; 2025Q3: 27,514 shares; 2025Q4: 27,488 shares; 2026Q1: 27,488 shares 27,488 $1.42M 0.05% 0 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127 shares; 2025Q1: 202 shares; 2025Q2: 237 shares; 2025Q3: 244 shares; 2025Q4: 241 shares; 2026Q1: 242 shares 242 $1.42M 0.05% +1 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,727 shares; 2025Q1: 6,972 shares; 2025Q2: 7,040 shares; 2025Q3: 7,202 shares; 2025Q4: 7,389 shares; 2026Q1: 7,281 shares 7,281 $1.41M 0.05% -108 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,865 shares; 2025Q1: 19,894 shares; 2025Q2: 21,480 shares; 2025Q3: 22,397 shares; 2025Q4: 22,178 shares; 2026Q1: 21,867 shares 21,867 $1.38M 0.04% -311 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,388 shares; 2025Q1: 7,562 shares; 2025Q2: 7,749 shares; 2025Q3: 8,188 shares; 2025Q4: 8,610 shares; 2026Q1: 9,866 shares 9,866 $1.37M 0.04% +1,256 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: restricted; 2024Q4: 3,885 shares; 2025Q1: 4,134 shares; 2025Q2: 4,314 shares; 2025Q3: 4,316 shares; 2025Q4: 4,455 shares; 2026Q1: 3,515 shares 3,515 $1.37M 0.04% -940 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: restricted; 2024Q4: 22,712 shares; 2025Q1: 22,103 shares; 2025Q2: 22,103 shares; 2025Q3: 22,480 shares; 2025Q4: 22,186 shares; 2026Q1: 22,104 shares 22,104 $1.37M 0.04% -82 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: restricted; 2024Q4: 19,999 shares; 2025Q1: 18,181 shares; 2025Q2: 18,179 shares; 2025Q3: 20,329 shares; 2025Q4: 26,068 shares; 2026Q1: 27,722 shares 27,722 $1.36M 0.04% +1,654 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,813 shares; 2025Q4: 47,813 shares; 2026Q1: 37,846 shares 37,846 $1.35M 0.04% -9,967 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: restricted; 2024Q4: 6,043 shares; 2025Q1: 6,047 shares; 2025Q2: 5,277 shares; 2025Q3: 5,460 shares; 2025Q4: 5,906 shares; 2026Q1: 6,468 shares 6,468 $1.35M 0.04% +562 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,133 shares; 2025Q1: 7,065 shares; 2025Q2: 7,497 shares; 2025Q3: 7,434 shares; 2025Q4: 7,538 shares; 2026Q1: 8,018 shares 8,018 $1.35M 0.04% +480 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: restricted; 2024Q4: 4,650 shares; 2025Q1: 5,135 shares; 2025Q2: 4,681 shares; 2025Q3: 4,704 shares; 2025Q4: 4,809 shares; 2026Q1: 5,375 shares 5,375 $1.34M 0.04% +566 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: restricted; 2024Q4: 33,814 shares; 2025Q1: 34,469 shares; 2025Q2: 36,373 shares; 2025Q3: 40,323 shares; 2025Q4: 38,033 shares; 2026Q1: 40,345 shares 40,345 $1.33M 0.04% +2,312 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,268 shares; 2025Q1: 2,965 shares; 2025Q2: 3,604 shares; 2025Q3: 3,782 shares; 2025Q4: 3,731 shares; 2026Q1: 4,637 shares 4,637 $1.3M 0.04% +906 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: restricted; 2024Q4: 5,860 shares; 2025Q1: 5,861 shares; 2025Q2: 5,862 shares; 2025Q3: 5,417 shares; 2025Q4: 5,037 shares; 2026Q1: 5,037 shares 5,037 $1.3M 0.04% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,719 shares; 2025Q1: 4,911 shares; 2025Q2: 4,818 shares; 2025Q3: 4,892 shares; 2025Q4: 4,992 shares; 2026Q1: 5,147 shares 5,147 $1.3M 0.04% +155 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: restricted; 2024Q4: 4,811 shares; 2025Q1: 4,718 shares; 2025Q2: 5,143 shares; 2025Q3: 5,316 shares; 2025Q4: 5,879 shares; 2026Q1: 5,861 shares 5,861 $1.29M 0.04% -18 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: restricted; 2024Q4: 19,447 shares; 2025Q1: 15,043 shares; 2025Q2: 18,151 shares; 2025Q3: 19,046 shares; 2025Q4: 19,799 shares; 2026Q1: 19,272 shares 19,272 $1.29M 0.04% -527 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: restricted; 2024Q4: 10,077 shares; 2025Q1: 9,327 shares; 2025Q2: 9,831 shares; 2025Q3: 10,245 shares; 2025Q4: 10,659 shares; 2026Q1: 25,902 shares 25,902 $1.28M 0.04% +15,243 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,174 shares; 2025Q4: 3,035 shares; 2026Q1: 3,764 shares 3,764 $1.28M 0.04% +729 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,337 shares; 2025Q1: 5,310 shares; 2025Q2: 5,991 shares; 2025Q3: 5,919 shares; 2025Q4: 6,061 shares; 2026Q1: 5,923 shares 5,923 $1.26M 0.04% -138 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,583 shares; 2025Q3: 3,747 shares; 2025Q4: 3,884 shares; 2026Q1: 4,420 shares 4,420 $1.25M 0.04% +536 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,572 shares; 2025Q1: 41,722 shares; 2025Q2: 42,294 shares; 2025Q3: 42,408 shares; 2025Q4: 43,400 shares; 2026Q1: 43,406 shares 43,406 $1.25M 0.04% +6 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,679 shares; 2025Q1: 18,988 shares; 2025Q2: 17,990 shares; 2025Q3: 16,896 shares; 2025Q4: 39,580 shares; 2026Q1: 39,404 shares 39,404 $1.24M 0.04% -176 Timeline INTF 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: restricted; 2024Q4: not reported; 2025Q1: 30,267 shares; 2025Q2: 30,272 shares; 2025Q3: 30,272 shares; 2025Q4: 30,276 shares; 2026Q1: 30,276 shares 30,276 $1.24M 0.04% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,375 shares; 2025Q1: 3,104 shares; 2025Q2: 3,277 shares; 2025Q3: 3,006 shares; 2025Q4: 2,790 shares; 2026Q1: 3,009 shares 3,009 $1.23M 0.04% +219 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,669 shares; 2025Q1: 3,876 shares; 2025Q2: 4,189 shares; 2025Q3: 4,282 shares; 2025Q4: 4,027 shares; 2026Q1: 3,614 shares 3,614 $1.23M 0.04% -413 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,236 shares; 2025Q1: 21,555 shares; 2025Q2: 22,180 shares; 2025Q3: 21,965 shares; 2025Q4: 22,217 shares; 2026Q1: 19,598 shares 19,598 $1.23M 0.04% -2,619 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,150 shares; 2026Q1: 1,365 shares 1,365 $1.22M 0.04% +215 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: restricted; 2024Q4: 2,628 shares; 2025Q1: 2,605 shares; 2025Q2: 2,618 shares; 2025Q3: 2,618 shares; 2025Q4: 2,776 shares; 2026Q1: 2,743 shares 2,743 $1.22M 0.04% -33 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,589 shares; 2025Q1: 62,297 shares; 2025Q2: 62,537 shares; 2025Q3: 63,264 shares; 2025Q4: 62,837 shares; 2026Q1: 61,699 shares 61,699 $1.21M 0.04% -1,138 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,248 shares; 2025Q1: 5,576 shares; 2025Q2: 5,483 shares; 2025Q3: 5,453 shares; 2025Q4: 4,989 shares; 2026Q1: 4,970 shares 4,970 $1.21M 0.04% -19 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,941 shares; 2025Q1: 14,545 shares; 2025Q2: 14,142 shares; 2025Q3: 12,730 shares; 2025Q4: 13,501 shares; 2026Q1: 13,959 shares 13,959 $1.21M 0.04% +458 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: restricted; 2024Q4: 3,597 shares; 2025Q1: 3,845 shares; 2025Q2: 3,683 shares; 2025Q3: 3,888 shares; 2025Q4: 3,964 shares; 2026Q1: 4,101 shares 4,101 $1.21M 0.04% +137 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: restricted; 2024Q4: 6,292 shares; 2025Q1: 6,735 shares; 2025Q2: 6,913 shares; 2025Q3: 7,487 shares; 2025Q4: 6,781 shares; 2026Q1: 5,966 shares 5,966 $1.2M 0.04% -815 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,838 shares 5,838 $1.19M 0.04% new 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: restricted; 2024Q4: 6,165 shares; 2025Q1: 6,665 shares; 2025Q2: 7,384 shares; 2025Q3: 8,352 shares; 2025Q4: 9,161 shares; 2026Q1: 8,840 shares 8,840 $1.19M 0.04% -321 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: restricted; 2024Q4: 14,875 shares; 2025Q1: 14,773 shares; 2025Q2: 14,143 shares; 2025Q3: 14,871 shares; 2025Q4: 15,182 shares; 2026Q1: 14,340 shares 14,340 $1.19M 0.04% -842 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: restricted; 2024Q4: 8,966 shares; 2025Q1: 9,168 shares; 2025Q2: 10,793 shares; 2025Q3: 12,246 shares; 2025Q4: 10,167 shares; 2026Q1: 10,443 shares 10,443 $1.19M 0.04% +276 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: restricted; 2024Q4: 2,800 shares; 2025Q1: 3,198 shares; 2025Q2: 3,598 shares; 2025Q3: 3,499 shares; 2025Q4: 3,654 shares; 2026Q1: 3,904 shares 3,904 $1.18M 0.04% +250 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: restricted; 2024Q4: 7,010 shares; 2025Q1: 7,010 shares; 2025Q2: 7,276 shares; 2025Q3: 5,517 shares; 2025Q4: 5,462 shares; 2026Q1: 5,462 shares 5,462 $1.18M 0.04% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,442 shares; 2025Q1: 3,358 shares; 2025Q2: 3,368 shares; 2025Q3: 3,492 shares; 2025Q4: 3,587 shares; 2026Q1: 3,707 shares 3,707 $1.18M 0.04% +120 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,066 shares; 2025Q1: 13,066 shares; 2025Q2: 13,321 shares; 2025Q3: 13,321 shares; 2025Q4: 15,012 shares; 2026Q1: 13,865 shares 13,865 $1.18M 0.04% -1,147 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,119 shares; 2025Q1: 3,174 shares; 2025Q2: 3,015 shares; 2025Q3: 2,819 shares; 2025Q4: 2,972 shares; 2026Q1: 2,981 shares 2,981 $1.16M 0.04% +9 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,530 shares; 2025Q1: 8,617 shares; 2025Q2: 7,651 shares; 2025Q3: 7,914 shares; 2025Q4: 7,812 shares; 2026Q1: 8,116 shares 8,116 $1.16M 0.04% +304 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,294 shares; 2025Q1: 2,427 shares; 2025Q2: 2,385 shares; 2025Q3: 2,508 shares; 2025Q4: 2,619 shares; 2026Q1: 2,576 shares 2,576 $1.15M 0.04% -43 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,578 shares; 2025Q1: 6,419 shares; 2025Q2: 7,119 shares; 2025Q3: 7,649 shares; 2025Q4: 7,043 shares; 2026Q1: 7,125 shares 7,125 $1.14M 0.04% +82 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: restricted; 2024Q4: 2,329 shares; 2025Q1: 2,424 shares; 2025Q2: 2,477 shares; 2025Q3: 2,814 shares; 2025Q4: 3,184 shares; 2026Q1: 3,041 shares 3,041 $1.14M 0.04% -143 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,847 shares; 2025Q4: 8,082 shares; 2026Q1: 10,557 shares 10,557 $1.13M 0.04% +2,475 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: restricted; 2024Q4: not reported; 2025Q1: 3,517 shares; 2025Q2: 7,200 shares; 2025Q3: 12,021 shares; 2025Q4: 14,213 shares; 2026Q1: 12,732 shares 12,732 $1.13M 0.04% -1,481 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,635 shares; 2025Q1: 14,102 shares; 2025Q2: 14,687 shares; 2025Q3: 15,270 shares; 2025Q4: 15,904 shares; 2026Q1: 16,472 shares 16,472 $1.12M 0.04% +568 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,574 shares; 2025Q1: 3,943 shares; 2025Q2: 4,243 shares; 2025Q3: 5,017 shares; 2025Q4: 5,098 shares; 2026Q1: 4,650 shares 4,650 $1.12M 0.04% -448 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: restricted; 2024Q4: 2,398 shares; 2025Q1: 2,361 shares; 2025Q2: 2,796 shares; 2025Q3: 2,996 shares; 2025Q4: 3,076 shares; 2026Q1: 3,196 shares 3,196 $1.12M 0.04% +120 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,639 shares; 2025Q1: 12,424 shares; 2025Q2: 25,206 shares; 2025Q3: 25,319 shares; 2025Q4: 24,090 shares; 2026Q1: 15,410 shares 15,410 $1.11M 0.04% -8,680 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,897 shares; 2025Q2: 4,754 shares; 2025Q3: 10,038 shares; 2025Q4: 12,669 shares; 2026Q1: 13,169 shares 13,169 $1.11M 0.04% +500 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: restricted; 2024Q4: 8,348 shares; 2025Q1: 9,860 shares; 2025Q2: 12,090 shares; 2025Q3: 12,545 shares; 2025Q4: 11,722 shares; 2026Q1: 13,491 shares 13,491 $1.1M 0.04% +1,769 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,146 shares; 2025Q1: 11,836 shares; 2025Q2: 14,333 shares; 2025Q3: 13,628 shares; 2025Q4: 14,326 shares; 2026Q1: 14,643 shares 14,643 $1.1M 0.04% +317 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,404 shares; 2026Q1: 2,954 shares 2,954 $1.09M 0.04% +1,550 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,961 shares; 2025Q1: 3,202 shares; 2025Q2: 2,510 shares; 2025Q3: 2,502 shares; 2025Q4: 2,576 shares; 2026Q1: 3,029 shares 3,029 $1.09M 0.03% +453 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,598 shares; 2025Q1: 40,304 shares; 2025Q2: 43,548 shares; 2025Q3: 48,355 shares; 2025Q4: 47,843 shares; 2026Q1: 44,946 shares 44,946 $1.08M 0.03% -2,897 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,624 shares; 2025Q1: 7,916 shares; 2025Q2: 9,113 shares; 2025Q3: 7,755 shares; 2025Q4: 7,763 shares; 2026Q1: 16,672 shares 16,672 $1.08M 0.03% +8,909 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: restricted; 2024Q4: 7,153 shares; 2025Q1: 12,274 shares; 2025Q2: 12,296 shares; 2025Q3: 12,296 shares; 2025Q4: 12,819 shares; 2026Q1: 12,981 shares 12,981 $1.08M 0.03% +162 Timeline TMFG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,508 shares; 2025Q1: 36,508 shares; 2025Q2: 36,508 shares; 2025Q3: 36,508 shares; 2025Q4: 36,508 shares; 2026Q1: 36,508 shares 36,508 $1.08M 0.03% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,292 shares; 2025Q1: 7,075 shares; 2025Q2: 7,477 shares; 2025Q3: 7,800 shares; 2025Q4: 7,997 shares; 2026Q1: 8,358 shares 8,358 $1.07M 0.03% +361 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: restricted; 2024Q4: 8,809 shares; 2025Q1: 8,775 shares; 2025Q2: 8,676 shares; 2025Q3: 9,409 shares; 2025Q4: 9,275 shares; 2026Q1: 9,391 shares 9,391 $1.06M 0.03% +116 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,123 shares; 2025Q1: 30,603 shares; 2025Q2: 28,455 shares; 2025Q3: 24,684 shares; 2025Q4: 44,011 shares; 2026Q1: 29,500 shares 29,500 $1.06M 0.03% -14,511 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,743 shares; 2025Q1: 1,954 shares; 2025Q2: 1,979 shares; 2025Q3: 2,248 shares; 2025Q4: 2,863 shares; 2026Q1: 3,153 shares 3,153 $1.05M 0.03% +290 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: restricted; 2024Q4: 9,908 shares; 2025Q1: 9,804 shares; 2025Q2: 9,278 shares; 2025Q3: 8,967 shares; 2025Q4: 17,989 shares; 2026Q1: 18,005 shares 18,005 $1.05M 0.03% +16 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,920 shares; 2025Q1: 11,296 shares; 2025Q2: 11,111 shares; 2025Q3: 11,429 shares; 2025Q4: 11,435 shares; 2026Q1: 11,327 shares 11,327 $1.04M 0.03% -108 Timeline VSGX 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: restricted; 2024Q4: not reported; 2025Q1: 15,380 shares; 2025Q2: 15,634 shares; 2025Q3: 15,725 shares; 2025Q4: 13,878 shares; 2026Q1: 13,732 shares 13,732 $1.04M 0.03% -146 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,018 shares; 2025Q1: 13,438 shares; 2025Q2: 14,050 shares; 2025Q3: 13,502 shares; 2025Q4: 13,249 shares; 2026Q1: 13,416 shares 13,416 $1.04M 0.03% +167 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 763 shares; 2025Q1: 853 shares; 2025Q2: 870 shares; 2025Q3: 841 shares; 2025Q4: 824 shares; 2026Q1: 848 shares 848 $1.03M 0.03% +24 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,348 shares; 2025Q1: 6,501 shares; 2025Q2: 6,533 shares; 2025Q3: 6,467 shares; 2025Q4: 7,416 shares; 2026Q1: 6,692 shares 6,692 $1.03M 0.03% -724 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: restricted; 2024Q4: 2,500 shares; 2025Q1: 2,761 shares; 2025Q2: 2,876 shares; 2025Q3: 2,906 shares; 2025Q4: 13,624 shares; 2026Q1: 10,566 shares 10,566 $1.03M 0.03% -3,058 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,032 shares; 2025Q1: 988 shares; 2025Q2: 1,000 shares; 2025Q3: 860 shares; 2025Q4: 712 shares; 2026Q1: 1,005 shares 1,005 $1.02M 0.03% +293 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,726 shares; 2025Q1: 15,698 shares; 2025Q2: 13,219 shares; 2025Q3: 15,102 shares; 2025Q4: 15,084 shares; 2026Q1: 15,667 shares 15,667 $1.02M 0.03% +583 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: restricted; 2024Q4: 10,487 shares; 2025Q1: 11,362 shares; 2025Q2: 14,436 shares; 2025Q3: 13,668 shares; 2025Q4: 19,256 shares; 2026Q1: 17,170 shares 17,170 $1.02M 0.03% -2,086 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: restricted; 2024Q4: 1,353 shares; 2025Q1: 1,400 shares; 2025Q2: 1,541 shares; 2025Q3: 1,590 shares; 2025Q4: 1,562 shares; 2026Q1: 1,698 shares 1,698 $1.01M 0.03% +136 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,298 shares; 2025Q1: 21,377 shares; 2025Q2: 21,430 shares; 2025Q3: 20,333 shares; 2025Q4: 17,942 shares; 2026Q1: 17,352 shares 17,352 $1.01M 0.03% -590 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,915 shares; 2025Q4: 9,915 shares; 2026Q1: 10,777 shares 10,777 $1.01M 0.03% +862 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,828 shares; 2025Q1: 3,982 shares; 2025Q2: 4,115 shares; 2025Q3: 4,217 shares; 2025Q4: 4,332 shares; 2026Q1: 4,653 shares 4,653 $1M 0.03% +321 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: restricted; 2024Q4: 5,324 shares; 2025Q1: 5,621 shares; 2025Q2: 5,644 shares; 2025Q3: 5,982 shares; 2025Q4: 6,277 shares; 2026Q1: 7,002 shares 7,002 $999K 0.03% +725 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: restricted; 2024Q4: 2,843 shares; 2025Q1: 3,238 shares; 2025Q2: 3,276 shares; 2025Q3: 3,412 shares; 2025Q4: 3,498 shares; 2026Q1: 2,969 shares 2,969 $997K 0.03% -529 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,417 shares; 2025Q1: 8,594 shares; 2025Q2: 7,963 shares; 2025Q3: 8,097 shares; 2025Q4: 7,986 shares; 2026Q1: 8,025 shares 8,025 $997K 0.03% +39 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,909 shares; 2025Q1: 27,355 shares; 2025Q2: 26,862 shares; 2025Q3: 29,277 shares; 2025Q4: 31,853 shares; 2026Q1: 35,946 shares 35,946 $990K 0.03% +4,093 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,650 shares; 2025Q3: 2,853 shares; 2025Q4: 3,064 shares; 2026Q1: 3,859 shares 3,859 $988K 0.03% +795 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,605 shares; 2025Q1: 9,195 shares; 2025Q2: 9,498 shares; 2025Q3: 9,570 shares; 2025Q4: 9,499 shares; 2026Q1: 10,197 shares 10,197 $987K 0.03% +698 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: restricted; 2024Q4: 9,900 shares; 2025Q1: 9,907 shares; 2025Q2: 9,203 shares; 2025Q3: 9,214 shares; 2025Q4: 9,225 shares; 2026Q1: 8,655 shares 8,655 $985K 0.03% -570 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: restricted; 2024Q4: 30,249 shares; 2025Q1: 30,255 shares; 2025Q2: 30,255 shares; 2025Q3: 30,528 shares; 2025Q4: 30,272 shares; 2026Q1: 30,275 shares 30,275 $982K 0.03% +3 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: restricted; 2024Q4: 2,432 shares; 2025Q1: 2,592 shares; 2025Q2: 2,426 shares; 2025Q3: 2,512 shares; 2025Q4: 2,703 shares; 2026Q1: 3,082 shares 3,082 $981K 0.03% +379 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,645 shares; 2025Q1: 15,022 shares; 2025Q2: 19,297 shares; 2025Q3: 19,186 shares; 2025Q4: 15,754 shares; 2026Q1: 16,304 shares 16,304 $974K 0.03% +550 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,276 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,587 shares; 2025Q4: 1,669 shares; 2026Q1: 1,669 shares 1,669 $971K 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: restricted; 2024Q4: 2,636 shares; 2025Q1: 2,978 shares; 2025Q2: 3,170 shares; 2025Q3: 3,126 shares; 2025Q4: 3,167 shares; 2026Q1: 3,215 shares 3,215 $970K 0.03% +48 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,437 shares; 2025Q1: 10,506 shares; 2025Q2: 12,167 shares; 2025Q3: 12,735 shares; 2025Q4: 13,463 shares; 2026Q1: 15,185 shares 15,185 $968K 0.03% +1,722 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: restricted; 2024Q4: 10,340 shares; 2025Q1: 10,340 shares; 2025Q2: 10,429 shares; 2025Q3: 10,464 shares; 2025Q4: 10,572 shares; 2026Q1: 10,594 shares 10,594 $968K 0.03% +22 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,049 shares 7,049 $960K 0.03% 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: restricted; 2024Q4: 4,305 shares; 2025Q1: 4,179 shares; 2025Q2: 4,160 shares; 2025Q3: 4,226 shares; 2025Q4: 4,111 shares; 2026Q1: 4,360 shares 4,360 $955K 0.03% +249 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: restricted; 2024Q4: 3,308 shares; 2025Q1: 3,181 shares; 2025Q2: 3,068 shares; 2025Q3: 3,387 shares; 2025Q4: 3,233 shares; 2026Q1: 3,506 shares 3,506 $945K 0.03% +273 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: restricted; 2024Q4: 2,453 shares; 2025Q1: 2,415 shares; 2025Q2: 2,541 shares; 2025Q3: 2,830 shares; 2025Q4: 2,843 shares; 2026Q1: 2,896 shares 2,896 $941K 0.03% +53 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,656 shares; 2025Q1: 6,655 shares; 2025Q2: 6,654 shares; 2025Q3: 6,657 shares; 2025Q4: 9,265 shares; 2026Q1: 9,275 shares 9,275 $939K 0.03% +10 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: restricted; 2024Q4: 2,742 shares; 2025Q1: 2,961 shares; 2025Q2: 3,000 shares; 2025Q3: 3,491 shares; 2025Q4: 3,254 shares; 2026Q1: 3,421 shares 3,421 $936K 0.03% +167 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,377 shares; 2025Q1: 5,530 shares; 2025Q2: 4,801 shares; 2025Q3: 5,535 shares; 2025Q4: 5,941 shares; 2026Q1: 6,798 shares 6,798 $934K 0.03% +857 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 479 shares; 2025Q3: 497 shares; 2025Q4: 558 shares; 2026Q1: 611 shares 611 $932K 0.03% +53 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,245 shares; 2025Q1: 14,099 shares; 2025Q2: 14,872 shares; 2025Q3: 14,152 shares; 2025Q4: 15,061 shares; 2026Q1: 15,445 shares 15,445 $930K 0.03% +384 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,707 shares; 2025Q1: 773 shares; 2025Q2: 707 shares; 2025Q3: 1,143 shares; 2025Q4: 1,122 shares; 2026Q1: 1,198 shares 1,198 $929K 0.03% +76 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,968 shares; 2025Q1: 11,041 shares; 2025Q2: 10,961 shares; 2025Q3: 12,011 shares; 2025Q4: 12,008 shares; 2026Q1: 12,006 shares 12,006 $921K 0.03% -2 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: restricted; 2024Q4: 4,265 shares; 2025Q1: 7,979 shares; 2025Q2: 7,979 shares; 2025Q3: 7,979 shares; 2025Q4: 8,173 shares; 2026Q1: 7,530 shares 7,530 $921K 0.03% -643 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: restricted; 2024Q4: 4,083 shares; 2025Q1: 4,085 shares; 2025Q2: 4,120 shares; 2025Q3: 4,122 shares; 2025Q4: 4,124 shares; 2026Q1: 4,126 shares 4,126 $916K 0.03% +2 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,199 shares; 2025Q1: 12,221 shares; 2025Q2: 12,291 shares; 2025Q3: 11,236 shares; 2025Q4: 11,318 shares; 2026Q1: 11,713 shares 11,713 $908K 0.03% +395 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: restricted; 2024Q4: 2,183 shares; 2025Q1: 2,118 shares; 2025Q2: 1,065 shares; 2025Q3: 1,684 shares; 2025Q4: 1,829 shares; 2026Q1: 1,799 shares 1,799 $906K 0.03% -30 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: restricted; 2024Q4: 4,915 shares; 2025Q1: 4,694 shares; 2025Q2: 4,655 shares; 2025Q3: 4,669 shares; 2025Q4: 4,651 shares; 2026Q1: 4,330 shares 4,330 $904K 0.03% -321 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,152 shares; 2025Q1: 6,410 shares; 2025Q2: 6,407 shares; 2025Q3: 6,413 shares; 2025Q4: 6,498 shares; 2026Q1: 6,642 shares 6,642 $904K 0.03% +144 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: restricted; 2024Q4: 7,362 shares; 2025Q1: 7,624 shares; 2025Q2: 7,849 shares; 2025Q3: 8,239 shares; 2025Q4: 8,236 shares; 2026Q1: 7,648 shares 7,648 $900K 0.03% -588 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,288 shares; 2025Q1: 1,019 shares; 2025Q2: 900 shares; 2025Q3: 979 shares; 2025Q4: 1,921 shares; 2026Q1: 1,800 shares 1,800 $898K 0.03% -121 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,981 shares; 2025Q1: 23,051 shares; 2025Q2: 23,126 shares; 2025Q3: 23,204 shares; 2025Q4: 23,283 shares; 2026Q1: 23,339 shares 23,339 $888K 0.03% +56 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,435 shares; 2025Q1: 7,833 shares; 2025Q2: 7,737 shares; 2025Q3: 7,003 shares; 2025Q4: 5,605 shares; 2026Q1: 5,048 shares 5,048 $887K 0.03% -557 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: restricted; 2024Q4: 1,694 shares; 2025Q1: 1,834 shares; 2025Q2: 1,840 shares; 2025Q3: 1,990 shares; 2025Q4: 1,394 shares; 2026Q1: 2,929 shares 2,929 $869K 0.03% +1,535 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: restricted; 2024Q4: 702 shares; 2025Q1: 717 shares; 2025Q2: 744 shares; 2025Q3: 744 shares; 2025Q4: 733 shares; 2026Q1: 748 shares 748 $858K 0.03% +15 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,716 shares; 2025Q1: 21,655 shares; 2025Q2: 21,702 shares; 2025Q3: 20,241 shares; 2025Q4: 21,758 shares; 2026Q1: 21,821 shares 21,821 $855K 0.03% +63 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,064 shares; 2025Q1: 3,896 shares; 2025Q2: 4,141 shares; 2025Q3: 4,184 shares; 2025Q4: 4,095 shares; 2026Q1: 4,598 shares 4,598 $853K 0.03% +503 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,804 shares; 2025Q1: 9,880 shares; 2025Q2: 10,136 shares; 2025Q3: 12,152 shares; 2025Q4: 11,563 shares; 2026Q1: 13,699 shares 13,699 $836K 0.03% +2,136 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,777 shares; 2025Q1: 4,061 shares; 2025Q2: 3,836 shares; 2025Q3: 3,523 shares; 2025Q4: 3,478 shares; 2026Q1: 3,610 shares 3,610 $832K 0.03% +132 Timeline SCHY 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: restricted; 2024Q4: 38,305 shares; 2025Q1: 38,305 shares; 2025Q2: 39,549 shares; 2025Q3: 24,954 shares; 2025Q4: 24,967 shares; 2026Q1: 24,976 shares 24,976 $815K 0.03% +9 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,330 shares; 2025Q3: 1,921 shares; 2025Q4: 2,790 shares; 2026Q1: 1,870 shares 1,870 $813K 0.03% -920 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 229 shares; 2025Q1: 233 shares; 2025Q2: 246 shares; 2025Q3: 255 shares; 2025Q4: 240 shares; 2026Q1: 234 shares 234 $811K 0.03% -6 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,939 shares 7,939 $804K 0.03% new 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: restricted; 2024Q4: 11,700 shares; 2025Q1: 16,076 shares; 2025Q2: 16,310 shares; 2025Q3: 16,598 shares; 2025Q4: 16,354 shares; 2026Q1: 14,485 shares 14,485 $803K 0.03% -1,869 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,704 shares; 2025Q1: 6,521 shares; 2025Q2: 7,228 shares; 2025Q3: 7,249 shares; 2025Q4: 7,670 shares; 2026Q1: 10,085 shares 10,085 $802K 0.03% +2,415 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,755 shares; 2025Q1: 2,815 shares; 2025Q2: 2,896 shares; 2025Q3: 3,027 shares; 2025Q4: 2,790 shares; 2026Q1: 2,887 shares 2,887 $795K 0.03% +97 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,697 shares 8,697 $792K 0.03% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,693 shares; 2025Q1: 12,363 shares; 2025Q2: 12,559 shares; 2025Q3: 16,193 shares; 2025Q4: 15,311 shares; 2026Q1: 15,311 shares 15,311 $786K 0.03% 0 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,624 shares; 2025Q2: 7,624 shares; 2025Q3: 7,624 shares; 2025Q4: 7,624 shares; 2026Q1: 7,624 shares 7,624 $781K 0.03% 0 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: restricted; 2024Q4: 5,618 shares; 2025Q1: 3,617 shares; 2025Q2: 3,048 shares; 2025Q3: 3,012 shares; 2025Q4: 3,408 shares; 2026Q1: 3,975 shares 3,975 $780K 0.03% +567 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: restricted; 2024Q4: 15,509 shares; 2025Q1: 16,220 shares; 2025Q2: 14,434 shares; 2025Q3: 15,856 shares; 2025Q4: 16,472 shares; 2026Q1: 18,317 shares 18,317 $772K 0.02% +1,845 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,763 shares; 2025Q1: 4,243 shares; 2025Q2: 4,213 shares; 2025Q3: 4,352 shares; 2025Q4: 4,662 shares; 2026Q1: 5,126 shares 5,126 $772K 0.02% +464 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,161 shares; 2025Q2: 5,692 shares; 2025Q3: 5,810 shares; 2025Q4: 5,768 shares; 2026Q1: 6,260 shares 6,260 $770K 0.02% +492 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,694 shares; 2025Q1: 7,883 shares; 2025Q2: 7,979 shares; 2025Q3: 7,865 shares; 2025Q4: 8,262 shares; 2026Q1: 8,520 shares 8,520 $769K 0.02% +258 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: restricted; 2024Q4: 4,250 shares; 2025Q1: 4,353 shares; 2025Q2: 6,166 shares; 2025Q3: 6,415 shares; 2025Q4: 6,459 shares; 2026Q1: 6,708 shares 6,708 $769K 0.02% +249 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: restricted; 2024Q4: 3,780 shares; 2025Q1: 3,775 shares; 2025Q2: 3,784 shares; 2025Q3: 3,786 shares; 2025Q4: 3,806 shares; 2026Q1: 4,639 shares 4,639 $764K 0.02% +833 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: restricted; 2024Q4: 3,432 shares; 2025Q1: 3,576 shares; 2025Q2: 3,513 shares; 2025Q3: 3,619 shares; 2025Q4: 3,227 shares; 2026Q1: 3,445 shares 3,445 $761K 0.02% +218 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,809 shares; 2025Q1: 6,451 shares; 2025Q2: 7,168 shares; 2025Q3: 6,779 shares; 2025Q4: 7,622 shares; 2026Q1: 9,101 shares 9,101 $760K 0.02% +1,479 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,473 shares; 2025Q1: 29,781 shares; 2025Q2: 36,255 shares; 2025Q3: 37,436 shares; 2025Q4: 55,047 shares; 2026Q1: 52,178 shares 52,178 $757K 0.02% -2,869 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,766 shares; 2025Q1: 3,158 shares; 2025Q2: 3,221 shares; 2025Q3: 4,244 shares; 2025Q4: 4,074 shares; 2026Q1: 4,310 shares 4,310 $755K 0.02% +236 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,973 shares; 2025Q1: 13,580 shares; 2025Q2: 11,839 shares; 2025Q3: 12,079 shares; 2025Q4: 12,566 shares; 2026Q1: 11,565 shares 11,565 $753K 0.02% -1,001 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,445 shares; 2025Q1: 52,785 shares; 2025Q2: 51,893 shares; 2025Q3: 66,751 shares; 2025Q4: 68,214 shares; 2026Q1: 72,817 shares 72,817 $751K 0.02% +4,603 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,950 shares; 2025Q1: 3,632 shares; 2025Q2: 3,959 shares; 2025Q3: 4,376 shares; 2025Q4: 4,418 shares; 2026Q1: 4,811 shares 4,811 $750K 0.02% +393 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,491 shares; 2025Q2: 1,680 shares; 2025Q3: 1,796 shares; 2025Q4: 1,890 shares; 2026Q1: 2,212 shares 2,212 $749K 0.02% +322 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,908 shares; 2025Q1: 4,404 shares; 2025Q2: 4,474 shares; 2025Q3: 4,474 shares; 2025Q4: 4,495 shares; 2026Q1: 4,403 shares 4,403 $746K 0.02% -92 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,417 shares; 2025Q1: 8,136 shares; 2025Q2: 8,485 shares; 2025Q3: 9,029 shares; 2025Q4: 8,908 shares; 2026Q1: 9,036 shares 9,036 $736K 0.02% +128 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,245 shares; 2025Q1: 1,436 shares; 2025Q2: 1,559 shares; 2025Q3: 1,613 shares; 2025Q4: 1,565 shares; 2026Q1: 1,519 shares 1,519 $734K 0.02% -46 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,217 shares; 2025Q1: 2,309 shares; 2025Q2: 2,378 shares; 2025Q3: 2,466 shares; 2025Q4: 2,363 shares; 2026Q1: 2,457 shares 2,457 $729K 0.02% +94 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,975 shares; 2025Q1: 1,975 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,393 shares; 2026Q1: 4,240 shares 4,240 $729K 0.02% +2,847 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,564 shares; 2025Q1: 12,483 shares; 2025Q2: 11,280 shares; 2025Q3: 9,579 shares; 2025Q4: 11,847 shares; 2026Q1: 14,022 shares 14,022 $727K 0.02% +2,175 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,933 shares; 2025Q1: 12,304 shares; 2025Q2: 13,888 shares; 2025Q3: 16,500 shares; 2025Q4: 18,832 shares; 2026Q1: 19,177 shares 19,177 $725K 0.02% +345 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,207 shares; 2025Q1: 5,777 shares; 2025Q2: 8,437 shares; 2025Q3: 10,891 shares; 2025Q4: 11,512 shares; 2026Q1: 11,461 shares 11,461 $724K 0.02% -51 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,148 shares; 2025Q1: not reported; 2025Q2: 2,461 shares; 2025Q3: 2,662 shares; 2025Q4: 2,786 shares; 2026Q1: 3,888 shares 3,888 $721K 0.02% +1,102 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,278 shares; 2025Q1: 3,450 shares; 2025Q2: 3,555 shares; 2025Q3: 3,684 shares; 2025Q4: 3,734 shares; 2026Q1: 3,829 shares 3,829 $714K 0.02% +95 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,404 shares; 2025Q1: 1,417 shares; 2025Q2: 1,370 shares; 2025Q3: 1,386 shares; 2025Q4: 1,345 shares; 2026Q1: 1,264 shares 1,264 $704K 0.02% -81 Timeline AVMV 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: restricted; 2024Q4: not reported; 2025Q1: 7,342 shares; 2025Q2: 9,161 shares; 2025Q3: 9,184 shares; 2025Q4: 9,215 shares; 2026Q1: 9,215 shares 9,215 $701K 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: restricted; 2024Q4: 9,847 shares; 2025Q1: 7,925 shares; 2025Q2: 12,606 shares; 2025Q3: 9,961 shares; 2025Q4: 7,277 shares; 2026Q1: 11,828 shares 11,828 $696K 0.02% +4,551 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: restricted; 2024Q4: 9,808 shares; 2025Q1: 9,808 shares; 2025Q2: 9,816 shares; 2025Q3: 9,816 shares; 2025Q4: 9,821 shares; 2026Q1: 9,391 shares 9,391 $695K 0.02% -430 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: restricted; 2024Q4: 12,348 shares; 2025Q1: 11,162 shares; 2025Q2: 13,237 shares; 2025Q3: 14,578 shares; 2025Q4: 15,277 shares; 2026Q1: 13,873 shares 13,873 $684K 0.02% -1,404 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,700 shares; 2025Q1: 8,161 shares; 2025Q2: 8,402 shares; 2025Q3: 8,862 shares; 2025Q4: 9,236 shares; 2026Q1: 9,468 shares 9,468 $681K 0.02% +232 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,786 shares; 2025Q1: 29,907 shares; 2025Q2: 30,063 shares; 2025Q3: 30,235 shares; 2025Q4: 30,383 shares; 2026Q1: 37,331 shares 37,331 $678K 0.02% +6,948 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,471 shares; 2025Q1: 6,049 shares; 2025Q2: 7,349 shares; 2025Q3: 5,349 shares; 2025Q4: 9,903 shares; 2026Q1: 10,913 shares 10,913 $678K 0.02% +1,010 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,171 shares; 2025Q1: 4,650 shares; 2025Q2: 4,706 shares; 2025Q3: 4,856 shares; 2025Q4: 4,884 shares; 2026Q1: 4,859 shares 4,859 $675K 0.02% -25 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,423 shares 19,423 $670K 0.02% new 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: restricted; 2024Q4: 9,967 shares; 2025Q1: 10,028 shares; 2025Q2: 10,102 shares; 2025Q3: 10,314 shares; 2025Q4: 10,471 shares; 2026Q1: 8,912 shares 8,912 $663K 0.02% -1,559 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,465 shares; 2026Q1: 6,405 shares 6,405 $662K 0.02% -60 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,517 shares; 2025Q1: 2,767 shares; 2025Q2: 2,871 shares; 2025Q3: 2,904 shares; 2025Q4: 2,929 shares; 2026Q1: 3,040 shares 3,040 $658K 0.02% +111 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,398 shares; 2025Q1: 30,727 shares; 2025Q2: 31,170 shares; 2025Q3: 29,859 shares; 2025Q4: 29,465 shares; 2026Q1: 29,189 shares 29,189 $656K 0.02% -276 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: restricted; 2024Q4: 2,951 shares; 2025Q1: 2,898 shares; 2025Q2: 3,724 shares; 2025Q3: 4,264 shares; 2025Q4: 4,701 shares; 2026Q1: 4,390 shares 4,390 $655K 0.02% -311 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 666 shares; 2025Q2: 697 shares; 2025Q3: 708 shares; 2025Q4: 707 shares; 2026Q1: 726 shares 726 $654K 0.02% +19 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: restricted; 2024Q4: 3,832 shares; 2025Q1: 3,687 shares; 2025Q2: 3,750 shares; 2025Q3: 3,757 shares; 2025Q4: 3,763 shares; 2026Q1: 3,823 shares 3,823 $652K 0.02% +60 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,811 shares; 2025Q1: 6,755 shares; 2025Q2: 7,784 shares; 2025Q3: 10,433 shares; 2025Q4: 5,480 shares; 2026Q1: 4,684 shares 4,684 $651K 0.02% -796 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,129 shares; 2025Q4: 9,735 shares; 2026Q1: 12,344 shares 12,344 $647K 0.02% +2,609 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: restricted; 2024Q4: 9,845 shares; 2025Q1: 3,828 shares; 2025Q2: 3,404 shares; 2025Q3: 7,938 shares; 2025Q4: 7,267 shares; 2026Q1: 8,080 shares 8,080 $643K 0.02% +813 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: restricted; 2024Q4: 3,732 shares; 2025Q1: 3,933 shares; 2025Q2: 3,727 shares; 2025Q3: 3,977 shares; 2025Q4: 4,251 shares; 2026Q1: 4,004 shares 4,004 $642K 0.02% -247 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,935 shares; 2025Q1: 29,471 shares; 2025Q2: 29,487 shares; 2025Q3: 25,044 shares; 2025Q4: 17,597 shares; 2026Q1: 18,998 shares 18,998 $642K 0.02% +1,401 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,705 shares; 2025Q2: 10,771 shares; 2025Q3: 16,258 shares; 2025Q4: 10,940 shares; 2026Q1: 13,369 shares 13,369 $641K 0.02% +2,429 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,026 shares; 2025Q1: 3,947 shares; 2025Q2: 4,054 shares; 2025Q3: 4,090 shares; 2025Q4: 4,278 shares; 2026Q1: 4,429 shares 4,429 $639K 0.02% +151 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,175 shares; 2025Q1: 14,411 shares; 2025Q2: 11,629 shares; 2025Q3: 11,824 shares; 2025Q4: 11,782 shares; 2026Q1: 11,739 shares 11,739 $639K 0.02% -43 Timeline CAR AVIS BUDGET GROUP INC More: the full row for AVIS BUDGET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,531 shares; 2025Q3: 1,624 shares; 2025Q4: 1,750 shares; 2026Q1: 2,436 shares 2,436 $637K 0.02% +686 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,717 shares; 2025Q1: 8,472 shares; 2025Q2: 8,868 shares; 2025Q3: 8,831 shares; 2025Q4: 9,207 shares; 2026Q1: 8,905 shares 8,905 $632K 0.02% -302 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,739 shares; 2026Q1: 7,278 shares 7,278 $627K 0.02% +2,539 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,747 shares; 2025Q1: 4,031 shares; 2025Q2: 4,138 shares; 2025Q3: 4,432 shares; 2025Q4: 4,538 shares; 2026Q1: 4,403 shares 4,403 $627K 0.02% -135 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,010 shares; 2025Q1: 1,109 shares; 2025Q2: 1,179 shares; 2025Q3: 1,476 shares; 2025Q4: 1,527 shares; 2026Q1: 1,727 shares 1,727 $625K 0.02% +200 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,802 shares; 2025Q1: 7,318 shares; 2025Q2: 6,751 shares; 2025Q3: 7,875 shares; 2025Q4: 8,037 shares; 2026Q1: 7,037 shares 7,037 $624K 0.02% -1,000 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,078 shares; 2025Q4: 9,297 shares; 2026Q1: 9,618 shares 9,618 $622K 0.02% +321 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,758 shares; 2025Q1: 4,361 shares; 2025Q2: 4,764 shares; 2025Q3: 4,826 shares; 2025Q4: 4,790 shares; 2026Q1: 6,228 shares 6,228 $620K 0.02% +1,438 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,747 shares; 2025Q4: 3,168 shares; 2026Q1: 3,055 shares 3,055 $618K 0.02% -113 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,260 shares 8,260 $613K 0.02% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,553 shares; 2025Q1: 5,206 shares; 2025Q2: 5,566 shares; 2025Q3: 5,798 shares; 2025Q4: 6,065 shares; 2026Q1: 6,353 shares 6,353 $612K 0.02% +288 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,648 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,008 shares; 2025Q4: 7,764 shares; 2026Q1: 8,517 shares 8,517 $611K 0.02% +753 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,139 shares; 2025Q1: 3,527 shares; 2025Q2: 3,536 shares; 2025Q3: 4,113 shares; 2025Q4: 3,101 shares; 2026Q1: 4,751 shares 4,751 $610K 0.02% +1,650 Timeline PZA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,158 shares 26,158 $608K 0.02% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,090 shares; 2025Q1: 2,098 shares; 2025Q2: 2,190 shares; 2025Q3: 2,246 shares; 2025Q4: 2,324 shares; 2026Q1: 2,244 shares 2,244 $605K 0.02% -80 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,464 shares; 2025Q1: 2,138 shares; 2025Q2: 2,387 shares; 2025Q3: 2,522 shares; 2025Q4: 2,767 shares; 2026Q1: 2,960 shares 2,960 $604K 0.02% +193 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: restricted; 2024Q4: 2,144 shares; 2025Q1: 2,525 shares; 2025Q2: 2,603 shares; 2025Q3: 2,940 shares; 2025Q4: 2,715 shares; 2026Q1: 3,034 shares 3,034 $603K 0.02% +319 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,430 shares; 2025Q1: 3,057 shares; 2025Q2: 3,031 shares; 2025Q3: 3,465 shares; 2025Q4: 3,431 shares; 2026Q1: 4,148 shares 4,148 $603K 0.02% +717 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: restricted; 2024Q4: 9,614 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,956 shares 11,956 $598K 0.02% new 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: restricted; 2024Q4: 3,153 shares; 2025Q1: 3,856 shares; 2025Q2: 3,855 shares; 2025Q3: 4,004 shares; 2025Q4: 3,987 shares; 2026Q1: 3,971 shares 3,971 $596K 0.02% -16 Timeline VNQI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,294 shares; 2025Q4: 6,360 shares; 2026Q1: 12,632 shares 12,632 $592K 0.02% +6,272 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,738 shares; 2025Q1: 3,486 shares; 2025Q2: 3,549 shares; 2025Q3: 3,630 shares; 2025Q4: 3,607 shares; 2026Q1: 5,052 shares 5,052 $591K 0.02% +1,445 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: restricted; 2024Q4: 3,632 shares; 2025Q1: 3,722 shares; 2025Q2: 3,778 shares; 2025Q3: 2,985 shares; 2025Q4: 2,764 shares; 2026Q1: 2,845 shares 2,845 $591K 0.02% +81 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,766 shares; 2025Q1: 13,036 shares; 2025Q2: 13,331 shares; 2025Q3: 13,162 shares; 2025Q4: 14,608 shares; 2026Q1: 14,971 shares 14,971 $590K 0.02% +363 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,243 shares; 2025Q1: 10,297 shares; 2025Q2: 10,355 shares; 2025Q3: 10,416 shares; 2025Q4: 11,080 shares; 2026Q1: 10,544 shares 10,544 $589K 0.02% -536 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,067 shares; 2025Q2: 1,826 shares; 2025Q3: 1,925 shares; 2025Q4: 2,229 shares; 2026Q1: 2,384 shares 2,384 $589K 0.02% +155 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: restricted; 2024Q4: 3,305 shares; 2025Q1: 2,773 shares; 2025Q2: 2,096 shares; 2025Q3: 2,579 shares; 2025Q4: 3,054 shares; 2026Q1: 4,899 shares 4,899 $588K 0.02% +1,845 Timeline SCHJ 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: restricted; 2024Q4: 22,389 shares; 2025Q1: 22,641 shares; 2025Q2: 22,897 shares; 2025Q3: 23,152 shares; 2025Q4: 23,405 shares; 2026Q1: 23,674 shares 23,674 $585K 0.02% +269 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,463 shares; 2025Q1: 2,477 shares; 2025Q2: 2,558 shares; 2025Q3: 2,538 shares; 2025Q4: 2,559 shares; 2026Q1: 2,700 shares 2,700 $585K 0.02% +141 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: restricted; 2024Q4: 3,505 shares; 2025Q1: 3,517 shares; 2025Q2: 3,959 shares; 2025Q3: 4,015 shares; 2025Q4: 3,966 shares; 2026Q1: 4,442 shares 4,442 $584K 0.02% +476 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,938 shares; 2025Q1: 5,818 shares; 2025Q2: 7,571 shares; 2025Q3: 7,884 shares; 2025Q4: 8,006 shares; 2026Q1: 7,399 shares 7,399 $583K 0.02% -607 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,867 shares; 2025Q1: 2,046 shares; 2025Q2: 2,052 shares; 2025Q3: 2,054 shares; 2025Q4: 1,876 shares; 2026Q1: 1,751 shares 1,751 $577K 0.02% -125 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,132 shares; 2025Q1: 6,321 shares; 2025Q2: 6,098 shares; 2025Q3: 6,135 shares; 2025Q4: 5,768 shares; 2026Q1: 5,374 shares 5,374 $575K 0.02% -394 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,529 shares; 2025Q1: 2,595 shares; 2025Q2: 2,473 shares; 2025Q3: 2,849 shares; 2025Q4: 2,881 shares; 2026Q1: 3,051 shares 3,051 $571K 0.02% +170 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,038 shares; 2025Q1: 8,278 shares; 2025Q2: 9,852 shares; 2025Q3: 8,863 shares; 2025Q4: 8,687 shares; 2026Q1: 8,477 shares 8,477 $570K 0.02% -210 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,581 shares; 2025Q1: 6,214 shares; 2025Q2: 7,784 shares; 2025Q3: 5,645 shares; 2025Q4: 5,906 shares; 2026Q1: 5,668 shares 5,668 $568K 0.02% -238 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,244 shares; 2025Q1: 21,192 shares; 2025Q2: 20,880 shares; 2025Q3: 20,967 shares; 2025Q4: 21,764 shares; 2026Q1: 25,984 shares 25,984 $566K 0.02% +4,220 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,307 shares; 2025Q1: 15,721 shares; 2025Q2: 15,998 shares; 2025Q3: 16,054 shares; 2025Q4: 16,519 shares; 2026Q1: 16,520 shares 16,520 $561K 0.02% +1 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,053 shares; 2025Q1: 2,328 shares; 2025Q2: 2,478 shares; 2025Q3: 2,554 shares; 2025Q4: 2,554 shares; 2026Q1: 2,773 shares 2,773 $561K 0.02% +219 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,116 shares; 2025Q1: 24,213 shares; 2025Q2: 24,312 shares; 2025Q3: 24,413 shares; 2025Q4: 12,560 shares; 2026Q1: 12,646 shares 12,646 $557K 0.02% +86 Timeline SPTI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,045 shares; 2026Q1: 19,392 shares 19,392 $555K 0.02% +1,347 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,208 shares; 2026Q1: 6,184 shares 6,184 $553K 0.02% -24 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,119 shares; 2025Q1: 6,693 shares; 2025Q2: 6,171 shares; 2025Q3: 6,045 shares; 2025Q4: 6,425 shares; 2026Q1: 6,505 shares 6,505 $551K 0.02% +80 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,069 shares; 2025Q1: 26,696 shares; 2025Q2: 26,486 shares; 2025Q3: 27,294 shares; 2025Q4: 29,616 shares; 2026Q1: 33,580 shares 33,580 $549K 0.02% +3,964 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,998 shares; 2025Q1: 12,340 shares; 2025Q2: 17,162 shares; 2025Q3: 20,780 shares; 2025Q4: 21,236 shares; 2026Q1: 22,610 shares 22,610 $547K 0.02% +1,374 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,736 shares; 2025Q4: 8,360 shares; 2026Q1: 20,449 shares 20,449 $546K 0.02% +12,089 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,731 shares; 2025Q1: 17,490 shares; 2025Q2: 18,915 shares; 2025Q3: 20,180 shares; 2025Q4: 21,083 shares; 2026Q1: 19,460 shares 19,460 $545K 0.02% -1,623 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: restricted; 2024Q4: 9,017 shares; 2025Q1: 8,597 shares; 2025Q2: 9,641 shares; 2025Q3: 9,641 shares; 2025Q4: 9,641 shares; 2026Q1: 9,641 shares 9,641 $544K 0.02% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,964 shares; 2025Q1: 25,486 shares; 2025Q2: 28,032 shares; 2025Q3: 30,879 shares; 2025Q4: 32,627 shares; 2026Q1: 35,914 shares 35,914 $544K 0.02% +3,287 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: restricted; 2024Q4: 6,439 shares; 2025Q1: 6,592 shares; 2025Q2: 8,192 shares; 2025Q3: 8,703 shares; 2025Q4: 8,882 shares; 2026Q1: 11,058 shares 11,058 $544K 0.02% +2,176 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: restricted; 2024Q4: 5,027 shares; 2025Q1: 5,268 shares; 2025Q2: 4,837 shares; 2025Q3: 4,840 shares; 2025Q4: 9,615 shares; 2026Q1: 10,495 shares 10,495 $543K 0.02% +880 Timeline NTSX 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: restricted; 2024Q4: 10,054 shares; 2025Q1: 10,054 shares; 2025Q2: 10,054 shares; 2025Q3: 10,054 shares; 2025Q4: 10,054 shares; 2026Q1: 10,054 shares 10,054 $542K 0.02% 0 Timeline SNSR 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: restricted; 2024Q4: not reported; 2025Q1: 13,653 shares; 2025Q2: 13,653 shares; 2025Q3: 13,653 shares; 2025Q4: 13,653 shares; 2026Q1: 13,653 shares 13,653 $541K 0.02% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,628 shares; 2025Q1: 7,614 shares; 2025Q2: 7,333 shares; 2025Q3: 7,548 shares; 2025Q4: 7,325 shares; 2026Q1: 7,490 shares 7,490 $537K 0.02% +165 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: restricted; 2024Q4: 1,454 shares; 2025Q1: 1,530 shares; 2025Q2: 1,634 shares; 2025Q3: 1,732 shares; 2025Q4: 1,722 shares; 2026Q1: 1,830 shares 1,830 $536K 0.02% +108 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,532 shares; 2025Q1: 29,658 shares; 2025Q2: 29,124 shares; 2025Q3: 28,947 shares; 2025Q4: 30,339 shares; 2026Q1: 28,995 shares 28,995 $534K 0.02% -1,344 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,281 shares; 2025Q1: 1,297 shares; 2025Q2: 5,264 shares; 2025Q3: 6,867 shares; 2025Q4: 7,099 shares; 2026Q1: 7,390 shares 7,390 $534K 0.02% +291 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,933 shares; 2025Q1: 6,301 shares; 2025Q2: 5,838 shares; 2025Q3: 7,321 shares; 2025Q4: 6,233 shares; 2026Q1: 7,110 shares 7,110 $534K 0.02% +877 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,047 shares; 2025Q1: 2,302 shares; 2025Q2: 2,393 shares; 2025Q3: 2,415 shares; 2025Q4: 2,675 shares; 2026Q1: 2,841 shares 2,841 $533K 0.02% +166 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: restricted; 2024Q4: 2,824 shares; 2025Q1: 3,038 shares; 2025Q2: 3,242 shares; 2025Q3: 2,951 shares; 2025Q4: 2,490 shares; 2026Q1: 3,006 shares 3,006 $530K 0.02% +516 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: restricted; 2024Q4: 5,320 shares; 2025Q1: 5,439 shares; 2025Q2: 5,170 shares; 2025Q3: 5,049 shares; 2025Q4: 3,965 shares; 2026Q1: 2,212 shares 2,212 $529K 0.02% -1,753 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 770 shares; 2025Q1: 789 shares; 2025Q2: 857 shares; 2025Q3: 872 shares; 2025Q4: 914 shares; 2026Q1: 986 shares 986 $525K 0.02% +72 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,670 shares; 2025Q1: 2,109 shares; 2025Q2: 2,190 shares; 2025Q3: 2,680 shares; 2025Q4: 2,793 shares; 2026Q1: 2,908 shares 2,908 $523K 0.02% +115 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,884 shares; 2025Q1: 38,772 shares; 2025Q2: 38,943 shares; 2025Q3: 39,186 shares; 2025Q4: 41,102 shares; 2026Q1: 42,702 shares 42,702 $521K 0.02% +1,600 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,112 shares; 2025Q1: 5,987 shares; 2025Q2: 6,291 shares; 2025Q3: 6,312 shares; 2025Q4: 6,315 shares; 2026Q1: 6,296 shares 6,296 $521K 0.02% -19 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: restricted; 2024Q4: 4,338 shares; 2025Q1: 4,841 shares; 2025Q2: 4,853 shares; 2025Q3: 8,068 shares; 2025Q4: 7,841 shares; 2026Q1: 8,287 shares 8,287 $520K 0.02% +446 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,529 shares; 2025Q2: 8,658 shares; 2025Q3: 9,141 shares; 2025Q4: 10,093 shares; 2026Q1: 10,340 shares 10,340 $515K 0.02% +247 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,549 shares; 2025Q1: 2,126 shares; 2025Q2: 2,218 shares; 2025Q3: 2,053 shares; 2025Q4: 2,327 shares; 2026Q1: 2,435 shares 2,435 $515K 0.02% +108 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,109 shares; 2025Q1: 2,549 shares; 2025Q2: 2,865 shares; 2025Q3: 1,942 shares; 2025Q4: 1,898 shares; 2026Q1: 2,929 shares 2,929 $514K 0.02% +1,031 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,166 shares; 2025Q1: 9,000 shares; 2025Q2: 9,410 shares; 2025Q3: 10,500 shares; 2025Q4: 9,900 shares; 2026Q1: 9,377 shares 9,377 $513K 0.02% -523 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,641 shares; 2025Q3: 8,641 shares; 2025Q4: 14,225 shares; 2026Q1: 14,225 shares 14,225 $510K 0.02% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,032 shares; 2025Q1: 1,977 shares; 2025Q2: 2,098 shares; 2025Q3: 2,126 shares; 2025Q4: 2,183 shares; 2026Q1: 2,209 shares 2,209 $510K 0.02% +26 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,013 shares 11,013 $507K 0.02% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,625 shares; 2025Q1: 2,318 shares; 2025Q2: 2,569 shares; 2025Q3: 2,605 shares; 2025Q4: 2,230 shares; 2026Q1: 1,870 shares 1,870 $507K 0.02% -360 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 972 shares; 2025Q1: 1,062 shares; 2025Q2: 1,080 shares; 2025Q3: 1,114 shares; 2025Q4: 1,307 shares; 2026Q1: 1,346 shares 1,346 $505K 0.02% +39 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,114 shares; 2025Q3: 1,121 shares; 2025Q4: 1,213 shares; 2026Q1: 1,275 shares 1,275 $504K 0.02% +62 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,945 shares; 2026Q1: 9,052 shares 9,052 $502K 0.02% +1,107 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,578 shares; 2025Q1: 2,737 shares; 2025Q2: 2,553 shares; 2025Q3: 2,625 shares; 2025Q4: 2,710 shares; 2026Q1: 2,757 shares 2,757 $502K 0.02% +47 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,803 shares; 2026Q1: 4,399 shares 4,399 $492K 0.02% +596 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,282 shares; 2025Q3: 5,363 shares; 2025Q4: 5,536 shares; 2026Q1: 6,564 shares 6,564 $492K 0.02% +1,028 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,535 shares 28,535 $492K 0.02% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,962 shares; 2025Q1: not reported; 2025Q2: 1,105 shares; 2025Q3: 1,151 shares; 2025Q4: 1,155 shares; 2026Q1: 1,194 shares 1,194 $491K 0.02% +39 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,511 shares; 2025Q1: 4,455 shares; 2025Q2: 3,999 shares; 2025Q3: 4,052 shares; 2025Q4: 4,166 shares; 2026Q1: 4,261 shares 4,261 $488K 0.02% +95 Timeline