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: 63,852 shares; 2024Q4: 71,550 shares; 2025Q1: 95,327 shares; 2025Q2: 105,736 shares; 2025Q3: 107,636 shares; 2025Q4: 109,074 shares; 2026Q1: 110,668 shares 110,668 $66.1M 12.81% +1,594 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: 824,360 shares; 2024Q4: 830,743 shares; 2025Q1: 846,561 shares; 2025Q2: 857,595 shares; 2025Q3: 852,607 shares; 2025Q4: 847,139 shares; 2026Q1: 841,112 shares 841,112 $56.8M 11% -6,027 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: 2,135 shares; 2024Q4: 39,830 shares; 2025Q1: 152,756 shares; 2025Q2: 162,798 shares; 2025Q3: 170,850 shares; 2025Q4: 175,966 shares; 2026Q1: 185,200 shares 185,200 $39.8M 7.72% +9,234 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: 454,677 shares; 2024Q4: 455,093 shares; 2025Q1: 404,228 shares; 2025Q2: 388,158 shares; 2025Q3: 402,837 shares; 2025Q4: 405,298 shares; 2026Q1: 410,546 shares 410,546 $33.1M 6.41% +5,248 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,118,484 shares; 2024Q4: 1,127,700 shares; 2025Q1: 1,153,169 shares; 2025Q2: 1,157,668 shares; 2025Q3: 1,201,092 shares; 2025Q4: 1,241,991 shares; 2026Q1: 1,332,587 shares 1,332,587 $32.3M 6.26% +90,596 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,751 shares; 2024Q4: 258,603 shares; 2025Q1: 259,621 shares; 2025Q2: 265,757 shares; 2025Q3: 286,817 shares; 2025Q4: 292,462 shares; 2026Q1: 305,140 shares 305,140 $29.1M 5.64% +12,678 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: 284,643 shares; 2024Q4: 282,721 shares; 2025Q1: 261,285 shares; 2025Q2: 239,927 shares; 2025Q3: 254,541 shares; 2025Q4: 260,965 shares; 2026Q1: 265,476 shares 265,476 $24M 4.66% +4,511 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: 238,322 shares; 2024Q4: 225,981 shares; 2025Q1: 213,576 shares; 2025Q2: 203,391 shares; 2025Q3: 196,339 shares; 2025Q4: 193,807 shares; 2026Q1: 188,708 shares 188,708 $23.5M 4.54% -5,099 Timeline AVSC 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: 252,976 shares; 2024Q4: 232,221 shares; 2025Q1: 228,363 shares; 2025Q2: 262,159 shares; 2025Q3: 261,073 shares; 2025Q4: 262,807 shares; 2026Q1: 254,079 shares 254,079 $15.8M 3.07% -8,728 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: 20,958 shares; 2024Q4: 22,153 shares; 2025Q1: 22,973 shares; 2025Q2: 25,080 shares; 2025Q3: 23,880 shares; 2025Q4: 23,490 shares; 2026Q1: 23,382 shares 23,382 $15.2M 2.95% -108 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: 149,009 shares; 2024Q4: 148,527 shares; 2025Q1: 156,046 shares; 2025Q2: 156,298 shares; 2025Q3: 149,773 shares; 2025Q4: 147,347 shares; 2026Q1: 109,854 shares 109,854 $8.35M 1.62% -37,493 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,770 shares; 2024Q4: 118,598 shares; 2025Q1: 122,387 shares; 2025Q2: 120,198 shares; 2025Q3: 139,210 shares; 2025Q4: 166,871 shares; 2026Q1: 163,353 shares 163,353 $8.27M 1.6% -3,518 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: 199,943 shares; 2024Q4: 201,044 shares; 2025Q1: 189,176 shares; 2025Q2: 177,517 shares; 2025Q3: 173,908 shares; 2025Q4: 170,759 shares; 2026Q1: 160,633 shares 160,633 $7.51M 1.45% -10,126 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: 19,024 shares; 2024Q4: 19,021 shares; 2025Q1: 19,021 shares; 2025Q2: 18,896 shares; 2025Q3: 18,871 shares; 2025Q4: 17,936 shares; 2026Q1: 17,861 shares 17,861 $6.62M 1.28% -75 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,989 shares; 2024Q4: 19,002 shares; 2025Q1: 19,672 shares; 2025Q2: 19,496 shares; 2025Q3: 19,557 shares; 2025Q4: 19,781 shares; 2026Q1: 19,824 shares 19,824 $6.36M 1.23% +43 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,374 shares; 2024Q4: 23,997 shares; 2025Q1: 23,680 shares; 2025Q2: 21,279 shares; 2025Q3: 21,014 shares; 2025Q4: 21,066 shares; 2026Q1: 20,466 shares 20,466 $5.19M 1.01% -600 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: 5,607 shares; 2024Q4: 5,758 shares; 2025Q1: 5,960 shares; 2025Q2: 7,311 shares; 2025Q3: 7,243 shares; 2025Q4: 7,200 shares; 2026Q1: 7,200 shares 7,200 $4.7M 0.91% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,625 shares; 2024Q4: 8,730 shares; 2025Q1: 8,823 shares; 2025Q2: 10,580 shares; 2025Q3: 10,890 shares; 2025Q4: 11,305 shares; 2026Q1: 11,104 shares 11,104 $4.11M 0.8% -201 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,651 shares; 2024Q4: 95,361 shares; 2025Q1: 97,106 shares; 2025Q2: 97,191 shares; 2025Q3: 97,291 shares; 2025Q4: 84,189 shares; 2026Q1: 81,809 shares 81,809 $4.09M 0.79% -2,380 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: 13,412 shares; 2024Q4: 13,115 shares; 2025Q1: 13,328 shares; 2025Q2: 13,261 shares; 2025Q3: 12,938 shares; 2025Q4: 12,787 shares; 2026Q1: 10,346 shares 10,346 $3.4M 0.66% -2,441 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: 5,212 shares; 2024Q4: 5,212 shares; 2025Q1: 27,419 shares; 2025Q2: 31,466 shares; 2025Q3: 31,368 shares; 2025Q4: 33,747 shares; 2026Q1: 33,747 shares 33,747 $3.26M 0.63% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,394 shares; 2024Q4: 11,200 shares; 2025Q1: 11,306 shares; 2025Q2: 11,250 shares; 2025Q3: 10,957 shares; 2025Q4: 10,997 shares; 2026Q1: 10,954 shares 10,954 $3.22M 0.62% -43 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: 1,320 shares; 2024Q4: 1,320 shares; 2025Q1: 71,386 shares; 2025Q2: 77,386 shares; 2025Q3: 77,386 shares; 2025Q4: 76,930 shares; 2026Q1: 76,930 shares 76,930 $3.16M 0.61% 0 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: 728 shares; 2024Q4: 725 shares; 2025Q1: 7,636 shares; 2025Q2: 10,736 shares; 2025Q3: 10,721 shares; 2025Q4: 10,746 shares; 2026Q1: 10,746 shares 10,746 $3.08M 0.6% 0 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: 16,940 shares; 2024Q4: 15,994 shares; 2025Q1: 13,501 shares; 2025Q2: 12,599 shares; 2025Q3: 11,558 shares; 2025Q4: 11,474 shares; 2026Q1: 9,931 shares 9,931 $3.07M 0.6% -1,543 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 4,560 shares; 2025Q1: 4,560 shares; 2025Q2: 4,560 shares; 2025Q3: 4,560 shares; 2025Q4: 4,562 shares; 2026Q1: 4,562 shares 4,562 $2.81M 0.55% 0 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: 10,386 shares; 2024Q4: 10,146 shares; 2025Q1: 9,891 shares; 2025Q2: 9,572 shares; 2025Q3: 9,205 shares; 2025Q4: 9,509 shares; 2026Q1: 9,394 shares 9,394 $2.69M 0.52% -115 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: 2,838 shares; 2024Q4: 4,135 shares; 2025Q1: 8,312 shares; 2025Q2: 9,730 shares; 2025Q3: 10,129 shares; 2025Q4: 10,341 shares; 2026Q1: 10,179 shares 10,179 $2.49M 0.48% -162 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: 35,331 shares; 2024Q4: 105,543 shares; 2025Q1: 106,383 shares; 2025Q2: 126,108 shares; 2025Q3: 123,028 shares; 2025Q4: 121,263 shares; 2026Q1: 98,628 shares 98,628 $2.48M 0.48% -22,635 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: 46,895 shares; 2024Q4: 111,289 shares; 2025Q1: 107,511 shares; 2025Q2: 90,906 shares; 2025Q3: 94,577 shares; 2025Q4: 94,577 shares; 2026Q1: 93,916 shares 93,916 $2.32M 0.45% -661 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: 2,804 shares; 2024Q4: 2,601 shares; 2025Q1: 2,656 shares; 2025Q2: 2,739 shares; 2025Q3: 2,721 shares; 2025Q4: 2,728 shares; 2026Q1: 2,496 shares 2,496 $2.3M 0.44% -232 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,252 shares; 2024Q4: 28,252 shares; 2025Q1: 30,024 shares; 2025Q2: 30,024 shares; 2025Q3: 30,024 shares; 2025Q4: 31,099 shares; 2026Q1: 31,099 shares 31,099 $2.13M 0.41% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,131 shares; 2024Q4: 12,007 shares; 2025Q1: 11,989 shares; 2025Q2: 11,646 shares; 2025Q3: 10,178 shares; 2025Q4: 12,183 shares; 2026Q1: 12,059 shares 12,059 $2.1M 0.41% -124 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,493 shares; 2024Q4: 20,026 shares; 2025Q1: 19,356 shares; 2025Q2: 19,606 shares; 2025Q3: 19,756 shares; 2025Q4: 19,756 shares; 2026Q1: 19,756 shares 19,756 $2.09M 0.41% 0 Timeline OS ONESTREAM INC More: the full row for ONESTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 85,108 shares; 2025Q2: 85,108 shares; 2025Q3: 85,218 shares; 2025Q4: 85,218 shares; 2026Q1: 85,218 shares 85,218 $2.05M 0.4% 0 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: 13,469 shares; 2024Q4: 13,530 shares; 2025Q1: 14,026 shares; 2025Q2: 15,764 shares; 2025Q3: 15,627 shares; 2025Q4: 15,497 shares; 2026Q1: 13,773 shares 13,773 $1.99M 0.39% -1,724 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: 87,263 shares; 2024Q4: 89,538 shares; 2025Q1: 74,795 shares; 2025Q2: 58,598 shares; 2025Q3: 58,517 shares; 2025Q4: 58,581 shares; 2026Q1: 60,022 shares 60,022 $1.98M 0.38% +1,441 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: 9,189 shares; 2024Q4: 8,972 shares; 2025Q1: 9,124 shares; 2025Q2: 9,124 shares; 2025Q3: 9,054 shares; 2025Q4: 9,395 shares; 2026Q1: 9,416 shares 9,416 $1.96M 0.38% +21 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: 12,138 shares; 2024Q4: 12,062 shares; 2025Q1: 11,414 shares; 2025Q2: 9,943 shares; 2025Q3: 9,711 shares; 2025Q4: 9,559 shares; 2026Q1: 9,422 shares 9,422 $1.95M 0.38% -137 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: 6,761 shares; 2024Q4: 6,591 shares; 2025Q1: 6,498 shares; 2025Q2: 6,674 shares; 2025Q3: 6,553 shares; 2025Q4: 6,827 shares; 2026Q1: 6,774 shares 6,774 $1.95M 0.38% -53 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: 9,548 shares; 2024Q4: 9,035 shares; 2025Q1: 9,145 shares; 2025Q2: 9,217 shares; 2025Q3: 9,165 shares; 2025Q4: 9,033 shares; 2026Q1: 8,180 shares 8,180 $1.78M 0.34% -853 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: 7,048 shares; 2024Q4: 7,066 shares; 2025Q1: 7,218 shares; 2025Q2: 8,488 shares; 2025Q3: 8,535 shares; 2025Q4: 8,856 shares; 2026Q1: 10,018 shares 10,018 $1.7M 0.33% +1,162 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,135 shares; 2024Q4: 27,135 shares; 2025Q1: 22,635 shares; 2025Q2: 22,635 shares; 2025Q3: 22,635 shares; 2025Q4: 22,635 shares; 2026Q1: 20,135 shares 20,135 $1.52M 0.3% -2,500 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: 6,355 shares; 2024Q4: 7,130 shares; 2025Q1: 8,540 shares; 2025Q2: 8,990 shares; 2025Q3: 11,351 shares; 2025Q4: 12,907 shares; 2026Q1: 12,948 shares 12,948 $1.46M 0.28% +41 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: 15,262 shares; 2024Q4: 15,262 shares; 2025Q1: 15,262 shares; 2025Q2: 15,262 shares; 2025Q3: 15,212 shares; 2025Q4: 14,604 shares; 2026Q1: 14,604 shares 14,604 $1.42M 0.28% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,927 shares; 2024Q4: 15,815 shares; 2025Q1: 15,957 shares; 2025Q2: 16,112 shares; 2025Q3: 15,358 shares; 2025Q4: 15,594 shares; 2026Q1: 15,113 shares 15,113 $1.4M 0.27% -481 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,567 shares 41,567 $1.4M 0.27% new 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: 31,056 shares; 2024Q4: 58,033 shares; 2025Q1: 49,768 shares; 2025Q2: 49,528 shares; 2025Q3: 49,138 shares; 2025Q4: 48,289 shares; 2026Q1: 46,649 shares 46,649 $1.36M 0.26% -1,640 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: 19,977 shares; 2024Q4: 19,928 shares; 2025Q1: 20,839 shares; 2025Q2: 20,319 shares; 2025Q3: 20,796 shares; 2025Q4: 20,489 shares; 2026Q1: 17,879 shares 17,879 $1.3M 0.25% -2,610 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: 16,409 shares; 2024Q4: 16,202 shares; 2025Q1: 14,875 shares; 2025Q2: 14,583 shares; 2025Q3: 15,397 shares; 2025Q4: 15,746 shares; 2026Q1: 16,437 shares 16,437 $1.28M 0.25% +691 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,276 shares; 2025Q1: 1,239 shares; 2025Q2: 1,246 shares; 2025Q3: 1,256 shares; 2025Q4: 1,295 shares; 2026Q1: 1,266 shares 1,266 $1.26M 0.24% -29 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: 4,238 shares; 2024Q4: 4,218 shares; 2025Q1: 4,226 shares; 2025Q2: 4,112 shares; 2025Q3: 4,112 shares; 2025Q4: 4,202 shares; 2026Q1: 4,213 shares 4,213 $1.23M 0.24% +11 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,788 shares; 2024Q4: 13,068 shares; 2025Q1: 12,563 shares; 2025Q2: 14,308 shares; 2025Q3: 29,738 shares; 2025Q4: 16,177 shares; 2026Q1: 14,151 shares 14,151 $1.17M 0.23% -2,026 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,776 shares; 2024Q4: 4,737 shares; 2025Q1: 4,687 shares; 2025Q2: 4,514 shares; 2025Q3: 4,476 shares; 2025Q4: 4,392 shares; 2026Q1: 3,736 shares 3,736 $1.16M 0.22% -656 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: 21,195 shares; 2024Q4: 20,129 shares; 2025Q1: 20,129 shares; 2025Q2: 20,129 shares; 2025Q3: 22,556 shares; 2025Q4: 22,328 shares; 2026Q1: 22,328 shares 22,328 $1.09M 0.21% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 2,072 shares; 2025Q1: 2,254 shares; 2025Q2: 2,274 shares; 2025Q3: 2,240 shares; 2025Q4: 2,384 shares; 2026Q1: 2,384 shares 2,384 $1.02M 0.2% 0 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: 2,088 shares; 2024Q4: 2,108 shares; 2025Q1: 2,033 shares; 2025Q2: 1,898 shares; 2025Q3: 1,823 shares; 2025Q4: 2,358 shares; 2026Q1: 2,358 shares 2,358 $1.01M 0.2% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,840 shares; 2025Q1: 2,840 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 2,840 shares; 2026Q1: 2,840 shares 2,840 $1.01M 0.2% 0 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: 1,642 shares; 2024Q4: 1,467 shares; 2025Q1: 1,467 shares; 2025Q2: 1,467 shares; 2025Q3: 1,417 shares; 2025Q4: 1,471 shares; 2026Q1: 1,396 shares 1,396 $989K 0.19% -75 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,187 shares; 2024Q4: 6,187 shares; 2025Q1: 6,187 shares; 2025Q2: 7,935 shares; 2025Q3: 7,544 shares; 2025Q4: 7,440 shares; 2026Q1: 7,550 shares 7,550 $938K 0.18% +110 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: 19,398 shares; 2024Q4: 18,881 shares; 2025Q1: 21,082 shares; 2025Q2: 17,866 shares; 2025Q3: 8,955 shares; 2025Q4: 7,722 shares; 2026Q1: 7,577 shares 7,577 $911K 0.18% -145 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: 3,011 shares; 2024Q4: 3,011 shares; 2025Q1: 3,000 shares; 2025Q2: 3,001 shares; 2025Q3: 2,897 shares; 2025Q4: 3,041 shares; 2026Q1: 3,005 shares 3,005 $908K 0.18% -36 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: 16,856 shares; 2024Q4: 15,618 shares; 2025Q1: 15,905 shares; 2025Q2: 16,754 shares; 2025Q3: 16,266 shares; 2025Q4: 16,452 shares; 2026Q1: 15,567 shares 15,567 $897K 0.17% -885 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,430 shares; 2025Q3: 16,770 shares; 2025Q4: 13,390 shares; 2026Q1: 12,095 shares 12,095 $897K 0.17% -1,295 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 1,059 shares; 2025Q1: 25,811 shares; 2025Q2: 19,230 shares; 2025Q3: 19,070 shares; 2025Q4: 19,334 shares; 2026Q1: 19,334 shares 19,334 $889K 0.17% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,908 shares; 2025Q3: not reported; 2025Q4: 15,014 shares; 2026Q1: 15,016 shares 15,016 $879K 0.17% +2 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,564 shares; 2025Q1: 1,576 shares; 2025Q2: 2,069 shares; 2025Q3: 2,921 shares; 2025Q4: 2,956 shares; 2026Q1: 3,218 shares 3,218 $871K 0.17% +262 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: 4,900 shares; 2024Q4: 14,550 shares; 2025Q1: 14,550 shares; 2025Q2: 29,147 shares; 2025Q3: 28,852 shares; 2025Q4: 28,894 shares; 2026Q1: 27,917 shares 27,917 $864K 0.17% -977 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,003 shares; 2025Q4: 1,516 shares; 2026Q1: 2,486 shares 2,486 $840K 0.16% +970 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 5,586 shares; 2025Q1: 5,268 shares; 2025Q2: 4,276 shares; 2025Q3: 4,151 shares; 2025Q4: 4,165 shares; 2026Q1: 3,962 shares 3,962 $824K 0.16% -203 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: 1,663 shares; 2024Q4: 1,663 shares; 2025Q1: 1,663 shares; 2025Q2: 4,849 shares; 2025Q3: 4,836 shares; 2025Q4: 4,859 shares; 2026Q1: 4,859 shares 4,859 $822K 0.16% 0 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: 11,447 shares; 2024Q4: 11,212 shares; 2025Q1: 10,534 shares; 2025Q2: 10,436 shares; 2025Q3: 10,056 shares; 2025Q4: 8,864 shares; 2026Q1: 5,910 shares 5,910 $804K 0.16% -2,954 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: 1,385 shares; 2024Q4: 1,385 shares; 2025Q1: 1,385 shares; 2025Q2: 1,476 shares; 2025Q3: 1,276 shares; 2025Q4: 1,310 shares; 2026Q1: 1,481 shares 1,481 $797K 0.15% +171 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,020 shares; 2026Q1: 10,020 shares 10,020 $794K 0.15% 0 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: 3,583 shares; 2024Q4: 3,468 shares; 2025Q1: 2,883 shares; 2025Q2: 2,665 shares; 2025Q3: 2,469 shares; 2025Q4: 2,399 shares; 2026Q1: 2,131 shares 2,131 $762K 0.15% -268 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,543 shares; 2025Q1: 1,469 shares; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares; 2025Q4: 1,378 shares; 2026Q1: 1,253 shares 1,253 $757K 0.15% -125 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,069 shares; 2024Q4: 4,086 shares; 2025Q1: 3,786 shares; 2025Q2: 3,731 shares; 2025Q3: 3,588 shares; 2025Q4: 3,594 shares; 2026Q1: 3,899 shares 3,899 $752K 0.15% +305 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: 2,307 shares; 2024Q4: 2,335 shares; 2025Q1: 2,440 shares; 2025Q2: 2,483 shares; 2025Q3: 2,463 shares; 2025Q4: 2,461 shares; 2026Q1: 2,521 shares 2,521 $745K 0.14% +60 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: 1,251 shares; 2024Q4: 1,224 shares; 2025Q1: 1,181 shares; 2025Q2: 1,196 shares; 2025Q3: 1,172 shares; 2025Q4: 1,294 shares; 2026Q1: 1,292 shares 1,292 $739K 0.14% -2 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: 9,065 shares; 2024Q4: 8,560 shares; 2025Q1: 8,514 shares; 2025Q2: 7,230 shares; 2025Q3: 4,795 shares; 2025Q4: 4,933 shares; 2026Q1: 4,732 shares 4,732 $735K 0.14% -201 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,536 shares; 2024Q4: 9,306 shares; 2025Q1: 8,376 shares; 2025Q2: 8,128 shares; 2025Q3: 7,494 shares; 2025Q4: 7,532 shares; 2026Q1: 7,272 shares 7,272 $707K 0.14% -260 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: 5,940 shares; 2024Q4: 5,954 shares; 2025Q1: 5,880 shares; 2025Q2: 5,550 shares; 2025Q3: 4,955 shares; 2025Q4: 4,750 shares; 2026Q1: 3,627 shares 3,627 $704K 0.14% -1,123 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: 5,003 shares; 2025Q1: 5,003 shares; 2025Q2: 5,003 shares; 2025Q3: 5,000 shares; 2025Q4: 5,008 shares; 2026Q1: 5,008 shares 5,008 $699K 0.14% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 1,669 shares; 2025Q1: 1,960 shares; 2025Q2: 2,381 shares; 2025Q3: 2,388 shares; 2025Q4: 2,421 shares; 2026Q1: 2,411 shares 2,411 $585K 0.11% -10 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: 2,877 shares; 2024Q4: 2,705 shares; 2025Q1: 2,877 shares; 2025Q2: 2,870 shares; 2025Q3: 2,870 shares; 2025Q4: 2,904 shares; 2026Q1: 2,782 shares 2,782 $565K 0.11% -122 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 3,494 shares; 2025Q1: 3,494 shares; 2025Q2: 3,494 shares; 2025Q3: 3,714 shares; 2025Q4: 3,714 shares; 2026Q1: 3,714 shares 3,714 $562K 0.11% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 766 shares; 2025Q1: 810 shares; 2025Q2: 855 shares; 2025Q3: 1,045 shares; 2025Q4: 1,293 shares; 2026Q1: 1,604 shares 1,604 $551K 0.11% +311 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,502 shares; 2024Q4: 3,502 shares; 2025Q1: 3,502 shares; 2025Q2: 3,502 shares; 2025Q3: 3,702 shares; 2025Q4: 3,702 shares; 2026Q1: 3,702 shares 3,702 $540K 0.1% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 1,109 shares; 2025Q3: 1,072 shares; 2025Q4: 1,133 shares; 2026Q1: 1,123 shares 1,123 $538K 0.1% -10 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,258 shares; 2024Q4: 4,418 shares; 2025Q1: 4,292 shares; 2025Q2: 4,191 shares; 2025Q3: 4,162 shares; 2025Q4: 4,715 shares; 2026Q1: 4,542 shares 4,542 $526K 0.1% -173 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: 2,081 shares; 2024Q4: 2,145 shares; 2025Q1: 2,057 shares; 2025Q2: 1,995 shares; 2025Q3: 1,972 shares; 2025Q4: 2,016 shares; 2026Q1: 1,977 shares 1,977 $515K 0.1% -39 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 3,337 shares; 2025Q1: 3,687 shares; 2025Q2: 3,587 shares; 2025Q3: 4,237 shares; 2025Q4: 4,237 shares; 2026Q1: 4,237 shares 4,237 $503K 0.1% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: not reported; 2025Q3: 2,248 shares; 2025Q4: 2,317 shares; 2026Q1: 2,397 shares 2,397 $501K 0.1% +80 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,275 shares; 2025Q2: 10,317 shares; 2025Q3: 17,791 shares; 2025Q4: 18,226 shares; 2026Q1: 18,211 shares 18,211 $498K 0.1% -15 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,582 shares; 2024Q4: 8,245 shares; 2025Q1: 11,265 shares; 2025Q2: 12,282 shares; 2025Q3: 12,332 shares; 2025Q4: 12,497 shares; 2026Q1: 12,891 shares 12,891 $492K 0.1% +394 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: 1,211 shares; 2024Q4: 1,211 shares; 2025Q1: 1,211 shares; 2025Q2: 1,211 shares; 2025Q3: 1,301 shares; 2025Q4: 1,465 shares; 2026Q1: 2,866 shares 2,866 $474K 0.09% +1,401 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: 149 shares; 2024Q4: 149 shares; 2025Q1: 2,103 shares; 2025Q2: 2,679 shares; 2025Q3: 2,988 shares; 2025Q4: 3,200 shares; 2026Q1: 3,437 shares 3,437 $465K 0.09% +237 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: 6,577 shares; 2024Q4: 6,577 shares; 2025Q1: 6,445 shares; 2025Q2: 4,928 shares; 2025Q3: 4,698 shares; 2025Q4: 4,845 shares; 2026Q1: 4,817 shares 4,817 $464K 0.09% -28 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,197 shares; 2024Q4: 1,810 shares; 2025Q1: 1,810 shares; 2025Q2: 1,794 shares; 2025Q3: 1,806 shares; 2025Q4: 1,794 shares; 2026Q1: 1,794 shares 1,794 $445K 0.09% 0 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: 5,297 shares; 2024Q4: 5,264 shares; 2025Q1: 5,409 shares; 2025Q2: 5,463 shares; 2025Q3: 5,554 shares; 2025Q4: 4,866 shares; 2026Q1: 2,546 shares 2,546 $442K 0.09% -2,320 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,515 shares; 2025Q4: 1,615 shares; 2026Q1: 1,717 shares 1,717 $431K 0.08% +102 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: 501 shares; 2024Q4: 501 shares; 2025Q1: 506 shares; 2025Q2: 523 shares; 2025Q3: 507 shares; 2025Q4: 1,099 shares; 2026Q1: 980 shares 980 $428K 0.08% -119 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: 11,015 shares; 2024Q4: 9,515 shares; 2025Q1: 4,815 shares; 2025Q2: 4,815 shares; 2025Q3: 4,815 shares; 2025Q4: 4,815 shares; 2026Q1: 4,815 shares 4,815 $424K 0.08% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302 shares; 2024Q4: 302 shares; 2025Q1: 326 shares; 2025Q2: 1,280 shares; 2025Q3: 2,349 shares; 2025Q4: 2,484 shares; 2026Q1: 2,117 shares 2,117 $420K 0.08% -367 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: 3,699 shares; 2024Q4: 3,629 shares; 2025Q1: 3,144 shares; 2025Q2: 3,139 shares; 2025Q3: 3,105 shares; 2025Q4: 3,155 shares; 2026Q1: 3,155 shares 3,155 $413K 0.08% 0 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: 10,997 shares; 2024Q4: 9,663 shares; 2025Q1: 5,783 shares; 2025Q2: 4,897 shares; 2025Q3: 4,771 shares; 2025Q4: 4,836 shares; 2026Q1: 4,564 shares 4,564 $409K 0.08% -272 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: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 506 shares; 2025Q3: 456 shares; 2025Q4: 472 shares; 2026Q1: 472 shares 472 $408K 0.08% 0 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: 2,955 shares; 2024Q4: 2,955 shares; 2025Q1: 2,955 shares; 2025Q2: 3,045 shares; 2025Q3: 3,046 shares; 2025Q4: 3,064 shares; 2026Q1: 3,065 shares 3,065 $402K 0.08% +1 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 1,206 shares; 2025Q1: 1,053 shares; 2025Q2: 1,053 shares; 2025Q3: 1,058 shares; 2025Q4: 1,109 shares; 2026Q1: 1,109 shares 1,109 $390K 0.08% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: 2,701 shares; 2025Q1: 2,797 shares; 2025Q2: 5,593 shares; 2025Q3: 5,633 shares; 2025Q4: 5,477 shares; 2026Q1: 8,310 shares 8,310 $386K 0.07% +2,833 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: 961 shares; 2024Q4: 961 shares; 2025Q1: 961 shares; 2025Q2: 961 shares; 2025Q3: 925 shares; 2025Q4: 913 shares; 2026Q1: 913 shares 913 $380K 0.07% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 2,664 shares; 2025Q1: 2,664 shares; 2025Q2: 2,664 shares; 2025Q3: 2,530 shares; 2025Q4: 2,644 shares; 2026Q1: 2,564 shares 2,564 $377K 0.07% -80 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,925 shares; 2025Q3: 1,925 shares; 2025Q4: 3,535 shares; 2026Q1: 3,535 shares 3,535 $376K 0.07% 0 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: 281 shares; 2024Q4: 281 shares; 2025Q1: 266 shares; 2025Q2: 1,266 shares; 2025Q3: 1,241 shares; 2025Q4: 1,429 shares; 2026Q1: 1,429 shares 1,429 $349K 0.07% 0 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: 921 shares; 2024Q4: 940 shares; 2025Q1: 895 shares; 2025Q2: 848 shares; 2025Q3: 742 shares; 2025Q4: 927 shares; 2026Q1: 936 shares 936 $348K 0.07% +9 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,710 shares 1,710 $335K 0.06% new Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,200 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $333K 0.06% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,039 shares; 2025Q4: 2,078 shares; 2026Q1: 2,023 shares 2,023 $330K 0.06% -55 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: 1,521 shares; 2024Q4: 1,521 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,331 shares; 2025Q4: 1,353 shares; 2026Q1: 1,353 shares 1,353 $328K 0.06% 0 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: 9,862 shares; 2024Q4: 9,788 shares; 2025Q1: 10,103 shares; 2025Q2: 10,042 shares; 2025Q3: 10,087 shares; 2025Q4: 10,087 shares; 2026Q1: 9,742 shares 9,742 $327K 0.06% -345 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $325K 0.06% 0 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: 346 shares; 2024Q4: 376 shares; 2025Q1: 821 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 941 shares; 2026Q1: 941 shares 941 $318K 0.06% 0 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: 326 shares; 2024Q4: 328 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 305 shares; 2025Q4: 3,320 shares; 2026Q1: 3,260 shares 3,260 $313K 0.06% -60 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,800 shares 2,800 $309K 0.06% +500 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: 2,247 shares; 2024Q4: 2,247 shares; 2025Q1: 2,247 shares; 2025Q2: 2,017 shares; 2025Q3: 2,017 shares; 2025Q4: 2,169 shares; 2026Q1: 2,169 shares 2,169 $302K 0.06% 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: 1,973 shares; 2024Q4: 1,965 shares; 2025Q1: 1,900 shares; 2025Q2: 1,891 shares; 2025Q3: 1,584 shares; 2025Q4: 1,607 shares; 2026Q1: 1,549 shares 1,549 $294K 0.06% -58 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,110 shares; 2025Q1: 1,060 shares; 2025Q2: not reported; 2025Q3: 1,332 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares 1,430 $291K 0.06% 0 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: 3,339 shares; 2024Q4: 3,339 shares; 2025Q1: 2,839 shares; 2025Q2: 3,222 shares; 2025Q3: 2,979 shares; 2025Q4: 2,979 shares; 2026Q1: 2,979 shares 2,979 $289K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,201 shares 1,201 $279K 0.05% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 1,913 shares; 2025Q1: 1,523 shares; 2025Q2: 2,616 shares; 2025Q3: 2,628 shares; 2025Q4: 2,628 shares; 2026Q1: 2,628 shares 2,628 $278K 0.05% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,610 shares; 2024Q4: 8,610 shares; 2025Q1: 8,382 shares; 2025Q2: not reported; 2025Q3: 10,100 shares; 2025Q4: 10,505 shares; 2026Q1: 10,505 shares 10,505 $274K 0.05% 0 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: 595 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: 571 shares; 2025Q4: 611 shares; 2026Q1: 593 shares 593 $273K 0.05% -18 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: 1,488 shares; 2024Q4: 4,281 shares; 2025Q1: 4,289 shares; 2025Q2: 8,193 shares; 2025Q3: 7,977 shares; 2025Q4: 8,728 shares; 2026Q1: 8,896 shares 8,896 $273K 0.05% +168 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: 2,413 shares; 2024Q4: 2,527 shares; 2025Q1: 3,126 shares; 2025Q2: 3,126 shares; 2025Q3: 3,102 shares; 2025Q4: 3,102 shares; 2026Q1: 2,957 shares 2,957 $267K 0.05% -145 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: 911 shares; 2024Q4: 911 shares; 2025Q1: 911 shares; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 941 shares; 2026Q1: 941 shares 941 $267K 0.05% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 882 shares; 2025Q1: 882 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,160 shares; 2026Q1: 4,108 shares 4,108 $263K 0.05% -52 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: 1,520 shares; 2024Q4: 1,600 shares; 2025Q1: 2,012 shares; 2025Q2: 1,838 shares; 2025Q3: 1,597 shares; 2025Q4: 1,741 shares; 2026Q1: 1,741 shares 1,741 $255K 0.05% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,102 shares; 2026Q1: 5,102 shares 5,102 $247K 0.05% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 626 shares; 2025Q1: 714 shares; 2025Q2: 794 shares; 2025Q3: 928 shares; 2025Q4: 1,857 shares; 2026Q1: 1,857 shares 1,857 $247K 0.05% 0 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: 501 shares; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: not reported; 2025Q3: 472 shares; 2025Q4: 512 shares; 2026Q1: 502 shares 502 $247K 0.05% -10 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: 2,385 shares; 2024Q4: 1,885 shares; 2025Q1: 959 shares; 2025Q2: 959 shares; 2025Q3: 859 shares; 2025Q4: 859 shares; 2026Q1: 759 shares 759 $245K 0.05% -100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,866 shares; 2025Q4: 1,891 shares; 2026Q1: 2,191 shares 2,191 $244K 0.05% +300 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: 1,976 shares; 2024Q4: 1,976 shares; 2025Q1: 1,976 shares; 2025Q2: 3,832 shares; 2025Q3: 4,134 shares; 2025Q4: 5,200 shares; 2026Q1: 4,492 shares 4,492 $243K 0.05% -708 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: 433 shares; 2024Q4: 433 shares; 2025Q1: 438 shares; 2025Q2: 453 shares; 2025Q3: 457 shares; 2025Q4: 490 shares; 2026Q1: 470 shares 470 $235K 0.05% -20 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,420 shares; 2025Q1: 1,405 shares; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: 1,473 shares; 2026Q1: 1,473 shares 1,473 $232K 0.04% 0 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: 4,282 shares; 2024Q4: 4,338 shares; 2025Q1: 4,617 shares; 2025Q2: 4,121 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,376 shares 1,376 $226K 0.04% new 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: 821 shares; 2024Q4: 821 shares; 2025Q1: 821 shares; 2025Q2: 1,137 shares; 2025Q3: 1,137 shares; 2025Q4: 1,236 shares; 2026Q1: 1,236 shares 1,236 $225K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80 shares; 2025Q3: not reported; 2025Q4: 1,453 shares; 2026Q1: 1,149 shares 1,149 $225K 0.04% -304 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: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,210 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,384 shares; 2026Q1: 1,364 shares 1,364 $224K 0.04% -20 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: 193 shares; 2024Q4: 193 shares; 2025Q1: 150 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares 150 $221K 0.04% new 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: 2,793 shares; 2024Q4: 2,793 shares; 2025Q1: 2,793 shares; 2025Q2: 2,723 shares; 2025Q3: 2,617 shares; 2025Q4: 2,679 shares; 2026Q1: 2,751 shares 2,751 $219K 0.04% +72 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: 568 shares; 2024Q4: 531 shares; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 1,024 shares; 2026Q1: 1,024 shares 1,024 $219K 0.04% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: 2,990 shares; 2025Q1: 2,990 shares; 2025Q2: 2,990 shares; 2025Q3: 2,970 shares; 2025Q4: 3,029 shares; 2026Q1: 3,029 shares 3,029 $216K 0.04% 0 Timeline FXB INVESCO CURRENCYSHARES BRIT More: the full row for INVESCO CURRENCYSHARES BRIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,100 shares; 2025Q3: 3,892 shares; 2025Q4: 1,669 shares; 2026Q1: 1,669 shares 1,669 $213K 0.04% 0 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $211K 0.04% 0 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: 159 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 159 shares 159 $210K 0.04% new 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: 710 shares; 2024Q4: 655 shares; 2025Q1: 646 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 656 shares 656 $209K 0.04% new Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,910 shares 1,910 $204K 0.04% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,451 shares 3,451 $202K 0.04% new 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: 2,100 shares; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares; 2026Q1: 6,300 shares 6,300 $192K 0.04% 0 Timeline JMST 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: 1,740 shares; 2024Q4: 2,240 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 3,650 shares 3,650 $186K 0.04% +1,000 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: not reported; 2026Q1: 585 shares 585 $186K 0.04% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,375 shares 1,375 $166K 0.03% new Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,400 shares; 2024Q4: 12,815 shares; 2025Q1: 9,735 shares; 2025Q2: 10,135 shares; 2025Q3: 10,135 shares; 2025Q4: 10,265 shares; 2026Q1: 6,050 shares 6,050 $151K 0.03% -4,215 Timeline RES RPC INC More: the full row for RPC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,500 shares; 2024Q4: 25,500 shares; 2025Q1: 25,500 shares; 2025Q2: 25,500 shares; 2025Q3: 25,500 shares; 2025Q4: 21,000 shares; 2026Q1: 21,000 shares 21,000 $149K 0.03% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 1,681 shares; 2025Q1: 1,681 shares; 2025Q2: 1,843 shares; 2025Q3: 1,681 shares; 2025Q4: 1,681 shares; 2026Q1: 1,441 shares 1,441 $145K 0.03% -240 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: 816 shares; 2024Q4: 661 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 517 shares; 2025Q4: 571 shares; 2026Q1: 574 shares 574 $125K 0.02% +3 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares 650 $123K 0.02% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,447 shares; 2025Q3: 1,224 shares; 2025Q4: 1,685 shares; 2026Q1: 1,686 shares 1,686 $103K 0.02% +1 Timeline KRE 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: 1,440 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares 1,440 $93.8K 0.02% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,732 shares; 2026Q1: 1,732 shares 1,732 $80K 0.02% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 544 shares; 2025Q3: 425 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $72.6K 0.01% 0 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: 653 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 653 shares 653 $72.1K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares 216 $67.8K 0.01% 0 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 243 shares 243 $58.7K 0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $54.5K 0.01% 0 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: 427 shares; 2024Q4: 1,708 shares; 2025Q1: 1,708 shares; 2025Q2: 2,508 shares; 2025Q3: 1,708 shares; 2025Q4: 1,708 shares; 2026Q1: 1,708 shares 1,708 $49.8K 0.01% 0 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: not reported; 2024Q4: 17,685 shares; 2025Q1: 10,565 shares; 2025Q2: 6,615 shares; 2025Q3: 6,615 shares; 2025Q4: 6,030 shares; 2026Q1: 1,950 shares 1,950 $49.7K 0.01% -4,080 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $41.9K 0.01% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,025 shares 1,025 $39.8K 0.01% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 481 shares 481 $38.3K 0.01% +136 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 345 shares; 2026Q1: 345 shares 345 $37.8K 0.01% 0 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: 469 shares; 2024Q4: 1,406 shares; 2025Q1: 1,406 shares; 2025Q2: 1,406 shares; 2025Q3: 1,406 shares; 2025Q4: 1,406 shares; 2026Q1: 1,406 shares 1,406 $36K 0.01% 0 Timeline IYJ 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: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 367 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $35.4K 0.01% 0 Timeline IYF 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: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 295 shares 295 $34.7K 0.01% 0 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 693 shares; 2026Q1: 600 shares 600 $29.6K 0.01% -93 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: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares 72 $18.9K <0.01% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 172 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares 111 $15.4K <0.01% 0 Timeline IYC 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: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 422 shares; 2025Q3: 172 shares; 2025Q4: 135 shares; 2026Q1: 135 shares 135 $13.1K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $10.9K <0.01% 0 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: 80 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 84 shares; 2026Q1: 84 shares 84 $7.29K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $5.68K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90 shares 90 $4.13K <0.01% new 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $2.56K <0.01% 0 Timeline VTWO 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: not reported; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 16 shares 16 $1.6K <0.01% -19 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $1.03K <0.01% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $726 <0.01% 0 Timeline