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: 404,612 shares; 2024Q4: 408,040 shares; 2025Q1: 400,038 shares; 2025Q2: 410,717 shares; 2025Q3: 392,927 shares; 2025Q4: 406,187 shares; 2026Q1: 415,008 shares 415,008 $181M 11.17% +8,821 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: 674,330 shares; 2024Q4: 689,469 shares; 2025Q1: 729,443 shares; 2025Q2: 753,725 shares; 2025Q3: 708,345 shares; 2025Q4: 748,472 shares; 2026Q1: 738,418 shares 738,418 $145M 8.93% -10,054 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: 1,266,384 shares; 2024Q4: 1,295,718 shares; 2025Q1: 1,390,436 shares; 2025Q2: 1,429,066 shares; 2025Q3: 1,432,838 shares; 2025Q4: 1,494,152 shares; 2026Q1: 1,544,563 shares 1,544,563 $99M 6.1% +50,411 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: 179,658 shares; 2024Q4: 177,754 shares; 2025Q1: 177,608 shares; 2025Q2: 180,705 shares; 2025Q3: 172,537 shares; 2025Q4: 170,006 shares; 2026Q1: 171,186 shares 171,186 $43.4M 2.68% +1,180 Timeline IBDT 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: 1,465,502 shares; 2024Q4: 1,539,109 shares; 2025Q1: 1,638,539 shares; 2025Q2: 1,700,074 shares; 2025Q3: 1,626,388 shares; 2025Q4: 1,626,267 shares; 2026Q1: 1,624,154 shares 1,624,154 $41.1M 2.54% -2,113 Timeline IBDU 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: 1,382,320 shares; 2024Q4: 1,536,141 shares; 2025Q1: 1,678,154 shares; 2025Q2: 1,778,176 shares; 2025Q3: 1,730,611 shares; 2025Q4: 1,745,523 shares; 2026Q1: 1,751,750 shares 1,751,750 $40.7M 2.51% +6,227 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: 136,367 shares; 2024Q4: 131,885 shares; 2025Q1: 128,708 shares; 2025Q2: 130,740 shares; 2025Q3: 114,305 shares; 2025Q4: 108,641 shares; 2026Q1: 109,113 shares 109,113 $33.8M 2.08% +472 Timeline IBDS 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: 1,287,113 shares; 2024Q4: 1,356,596 shares; 2025Q1: 1,432,132 shares; 2025Q2: 1,474,249 shares; 2025Q3: 1,377,966 shares; 2025Q4: 1,362,891 shares; 2026Q1: 1,360,290 shares 1,360,290 $33M 2.03% -2,601 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524,639 shares; 2024Q4: 709,505 shares; 2025Q1: 799,923 shares; 2025Q2: 853,117 shares; 2025Q3: 940,577 shares; 2025Q4: 984,643 shares; 2026Q1: 1,073,443 shares 1,073,443 $31.3M 1.93% +88,800 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: 87,896 shares; 2024Q4: 87,947 shares; 2025Q1: 89,055 shares; 2025Q2: 91,969 shares; 2025Q3: 91,763 shares; 2025Q4: 93,385 shares; 2026Q1: 94,555 shares 94,555 $30.3M 1.87% +1,170 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: 80,525 shares; 2024Q4: 80,544 shares; 2025Q1: 82,445 shares; 2025Q2: 82,893 shares; 2025Q3: 75,214 shares; 2025Q4: 75,792 shares; 2026Q1: 78,322 shares 78,322 $29M 1.79% +2,530 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: 89,055 shares; 2024Q4: 88,699 shares; 2025Q1: 90,115 shares; 2025Q2: 90,420 shares; 2025Q3: 90,768 shares; 2025Q4: 94,535 shares; 2026Q1: 97,156 shares 97,156 $27.9M 1.72% +2,621 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,409 shares; 2024Q4: 128,141 shares; 2025Q1: 266,768 shares; 2025Q2: 267,225 shares; 2025Q3: 228,166 shares; 2025Q4: 233,774 shares; 2026Q1: 342,462 shares 342,462 $27.6M 1.7% +108,688 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: 100,893 shares; 2024Q4: 100,625 shares; 2025Q1: 101,658 shares; 2025Q2: 100,352 shares; 2025Q3: 94,965 shares; 2025Q4: 97,187 shares; 2026Q1: 98,052 shares 98,052 $25.7M 1.58% +865 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: 56,556 shares; 2024Q4: 58,724 shares; 2025Q1: 59,141 shares; 2025Q2: 59,142 shares; 2025Q3: 53,181 shares; 2025Q4: 53,203 shares; 2026Q1: 52,522 shares 52,522 $24.9M 1.53% -681 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: 84,531 shares; 2024Q4: 83,692 shares; 2025Q1: 84,665 shares; 2025Q2: 87,098 shares; 2025Q3: 80,635 shares; 2025Q4: 81,283 shares; 2026Q1: 82,715 shares 82,715 $24.3M 1.5% +1,432 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: 113,211 shares; 2024Q4: 115,563 shares; 2025Q1: 118,233 shares; 2025Q2: 124,238 shares; 2025Q3: 111,363 shares; 2025Q4: 112,683 shares; 2026Q1: 114,378 shares 114,378 $23.7M 1.46% +1,695 Timeline IBDV 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: 53,757 shares; 2025Q3: 795,525 shares; 2025Q4: 953,887 shares; 2026Q1: 1,064,345 shares 1,064,345 $23.3M 1.44% +110,458 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: 85,671 shares; 2024Q4: 89,712 shares; 2025Q1: 93,629 shares; 2025Q2: 97,737 shares; 2025Q3: 88,754 shares; 2025Q4: 89,859 shares; 2026Q1: 91,900 shares 91,900 $22.5M 1.38% +2,041 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: 165,293 shares; 2024Q4: 160,955 shares; 2025Q1: 170,399 shares; 2025Q2: 176,885 shares; 2025Q3: 167,318 shares; 2025Q4: 170,507 shares; 2026Q1: 172,439 shares 172,439 $20.7M 1.28% +1,932 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: 168,008 shares; 2024Q4: 167,140 shares; 2025Q1: 172,733 shares; 2025Q2: 172,398 shares; 2025Q3: 153,083 shares; 2025Q4: 155,430 shares; 2026Q1: 158,167 shares 158,167 $20.7M 1.28% +2,737 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: 333,313 shares; 2024Q4: 338,374 shares; 2025Q1: 360,698 shares; 2025Q2: 372,657 shares; 2025Q3: 410,401 shares; 2025Q4: 428,795 shares; 2026Q1: 440,795 shares 440,795 $20.7M 1.27% +12,000 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: 4,831 shares; 2024Q4: 10,687 shares; 2025Q1: 12,977 shares; 2025Q2: 19,910 shares; 2025Q3: 20,717 shares; 2025Q4: 20,820 shares; 2026Q1: 21,949 shares 21,949 $20.2M 1.24% +1,129 Timeline IBDW 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: 605,186 shares; 2025Q4: 813,979 shares; 2026Q1: 936,335 shares 936,335 $19.6M 1.21% +122,356 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 378,080 shares; 2026Q1: 467,143 shares 467,143 $18.6M 1.14% +89,063 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: 220,170 shares; 2024Q4: 205,391 shares; 2025Q1: 224,770 shares; 2025Q2: 224,053 shares; 2025Q3: 228,569 shares; 2025Q4: 233,351 shares; 2026Q1: 234,917 shares 234,917 $17.6M 1.09% +1,566 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: 72,552 shares; 2024Q4: 71,584 shares; 2025Q1: 74,093 shares; 2025Q2: 78,179 shares; 2025Q3: 62,483 shares; 2025Q4: 61,956 shares; 2026Q1: 61,175 shares 61,175 $17.5M 1.08% -781 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: 736,861 shares; 2024Q4: 485,037 shares; 2025Q1: 588,764 shares; 2025Q2: 630,079 shares; 2025Q3: 718,366 shares; 2025Q4: 528,985 shares; 2026Q1: 569,599 shares 569,599 $16.3M 1.01% +40,614 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: 31,555 shares; 2024Q4: 31,806 shares; 2025Q1: 31,489 shares; 2025Q2: 31,972 shares; 2025Q3: 33,589 shares; 2025Q4: 33,857 shares; 2026Q1: 33,708 shares 33,708 $16.2M 1% -149 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: 38,088 shares; 2024Q4: 38,350 shares; 2025Q1: 40,829 shares; 2025Q2: 46,375 shares; 2025Q3: 47,601 shares; 2025Q4: 49,503 shares; 2026Q1: 51,802 shares 51,802 $14.9M 0.92% +2,299 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,361 shares; 2024Q4: 115,418 shares; 2025Q1: 119,412 shares; 2025Q2: 148,008 shares; 2025Q3: 161,310 shares; 2025Q4: 153,861 shares; 2026Q1: 136,357 shares 136,357 $13.7M 0.85% -17,504 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: 5,342 shares; 2024Q4: 109,325 shares; 2025Q1: 110,908 shares; 2025Q2: 105,923 shares; 2025Q3: 115,644 shares; 2025Q4: 110,206 shares; 2026Q1: 110,902 shares 110,902 $13.2M 0.81% +696 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: 48,756 shares; 2024Q4: 60,465 shares; 2025Q1: 79,030 shares; 2025Q2: 82,331 shares; 2025Q3: 70,863 shares; 2025Q4: 74,388 shares; 2026Q1: 78,615 shares 78,615 $12.9M 0.8% +4,227 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: 85,615 shares; 2024Q4: 85,386 shares; 2025Q1: 86,334 shares; 2025Q2: 88,890 shares; 2025Q3: 82,737 shares; 2025Q4: 84,746 shares; 2026Q1: 87,767 shares 87,767 $12.7M 0.78% +3,021 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 136,953 shares 136,953 $11.8M 0.73% new 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: 32,862 shares; 2024Q4: 33,359 shares; 2025Q1: 36,457 shares; 2025Q2: 37,555 shares; 2025Q3: 33,660 shares; 2025Q4: 34,469 shares; 2026Q1: 35,467 shares 35,467 $11.6M 0.71% +998 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: 49,408 shares; 2024Q4: 70,863 shares; 2025Q1: 67,925 shares; 2025Q2: 67,622 shares; 2025Q3: 65,856 shares; 2025Q4: 65,840 shares; 2026Q1: 64,567 shares 64,567 $11M 0.68% -1,273 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: 204,164 shares; 2024Q4: 201,106 shares; 2025Q1: 213,275 shares; 2025Q2: 214,658 shares; 2025Q3: 195,040 shares; 2025Q4: 203,696 shares; 2026Q1: 209,953 shares 209,953 $10.5M 0.65% +6,257 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: 2,213 shares; 2024Q4: 2,213 shares; 2025Q1: 3,558 shares; 2025Q2: 43,515 shares; 2025Q3: 47,317 shares; 2025Q4: 51,595 shares; 2026Q1: 52,771 shares 52,771 $10.4M 0.64% +1,176 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: 73,449 shares; 2024Q4: 71,602 shares; 2025Q1: 71,181 shares; 2025Q2: 70,424 shares; 2025Q3: 67,504 shares; 2025Q4: 67,384 shares; 2026Q1: 66,178 shares 66,178 $9.8M 0.6% -1,206 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: 5,144 shares; 2024Q4: 5,144 shares; 2025Q1: 30,537 shares; 2025Q2: 28,271 shares; 2025Q3: 24,785 shares; 2025Q4: 25,273 shares; 2026Q1: 25,250 shares 25,250 $9.68M 0.6% -23 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 139,679 shares; 2025Q2: 147,032 shares; 2025Q3: 136,308 shares; 2025Q4: 143,860 shares; 2026Q1: 156,626 shares 156,626 $9.6M 0.59% +12,766 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: 45,214 shares; 2024Q4: 44,360 shares; 2025Q1: 45,081 shares; 2025Q2: 46,551 shares; 2025Q3: 43,952 shares; 2025Q4: 43,849 shares; 2026Q1: 44,190 shares 44,190 $9.5M 0.59% +341 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 290,541 shares 290,541 $9.2M 0.57% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,672 shares; 2024Q4: 107,090 shares; 2025Q1: 111,737 shares; 2025Q2: 112,824 shares; 2025Q3: 114,665 shares; 2025Q4: 118,226 shares; 2026Q1: 120,502 shares 120,502 $9.16M 0.56% +2,276 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,052 shares; 2024Q4: not reported; 2025Q1: 58,261 shares; 2025Q2: 77,705 shares; 2025Q3: 96,287 shares; 2025Q4: 103,817 shares; 2026Q1: 104,119 shares 104,119 $8.42M 0.52% +302 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: 161,575 shares; 2024Q4: 131,154 shares; 2025Q1: 130,629 shares; 2025Q2: 130,726 shares; 2025Q3: 138,122 shares; 2025Q4: 134,860 shares; 2026Q1: 138,845 shares 138,845 $8.13M 0.5% +3,985 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,006 shares; 2024Q4: 161,549 shares; 2025Q1: 164,227 shares; 2025Q2: 158,546 shares; 2025Q3: 155,785 shares; 2025Q4: 152,756 shares; 2026Q1: 151,405 shares 151,405 $7.96M 0.49% -1,351 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: 227,489 shares; 2024Q4: 252,994 shares; 2025Q1: 269,981 shares; 2025Q2: 246,450 shares; 2025Q3: 255,817 shares; 2025Q4: 266,901 shares; 2026Q1: 278,391 shares 278,391 $7.82M 0.48% +11,490 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119,337 shares; 2025Q2: 129,533 shares; 2025Q3: 131,347 shares; 2025Q4: 140,878 shares; 2026Q1: 173,492 shares 173,492 $7.71M 0.48% +32,614 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: 57,519 shares; 2024Q4: 57,737 shares; 2025Q1: 58,241 shares; 2025Q2: 59,139 shares; 2025Q3: 53,410 shares; 2025Q4: 54,444 shares; 2026Q1: 56,527 shares 56,527 $7.41M 0.46% +2,083 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: 71,605 shares; 2024Q4: 70,868 shares; 2025Q1: 66,381 shares; 2025Q2: 65,401 shares; 2025Q3: 55,638 shares; 2025Q4: 55,161 shares; 2026Q1: 55,159 shares 55,159 $6.86M 0.42% -2 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: 44,388 shares; 2024Q4: 45,044 shares; 2025Q1: 17,684 shares; 2025Q2: 21,534 shares; 2025Q3: 21,083 shares; 2025Q4: 21,006 shares; 2026Q1: 20,803 shares 20,803 $6.84M 0.42% -203 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: 109,599 shares; 2024Q4: 111,323 shares; 2025Q1: 119,798 shares; 2025Q2: 122,462 shares; 2025Q3: 124,227 shares; 2025Q4: 127,601 shares; 2026Q1: 135,740 shares 135,740 $6.62M 0.41% +8,139 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: 6,601 shares; 2024Q4: 6,574 shares; 2025Q1: 6,558 shares; 2025Q2: 6,579 shares; 2025Q3: 6,607 shares; 2025Q4: 6,587 shares; 2026Q1: 6,631 shares 6,631 $6.61M 0.41% +44 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: 16,352 shares; 2024Q4: 16,718 shares; 2025Q1: 16,422 shares; 2025Q2: 16,517 shares; 2025Q3: 16,876 shares; 2025Q4: 17,349 shares; 2026Q1: 18,834 shares 18,834 $6.19M 0.38% +1,485 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: 4,336 shares; 2024Q4: 5,224 shares; 2025Q1: 5,878 shares; 2025Q2: 6,246 shares; 2025Q3: 6,302 shares; 2025Q4: 9,012 shares; 2026Q1: 10,108 shares 10,108 $6.04M 0.37% +1,096 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,053 shares; 2024Q4: 50,913 shares; 2025Q1: 53,176 shares; 2025Q2: 56,261 shares; 2025Q3: 53,648 shares; 2025Q4: 54,176 shares; 2026Q1: 40,073 shares 40,073 $5.88M 0.36% -14,103 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: 7,645 shares; 2024Q4: 7,652 shares; 2025Q1: 7,606 shares; 2025Q2: 7,603 shares; 2025Q3: 6,626 shares; 2025Q4: 16,746 shares; 2026Q1: 17,102 shares 17,102 $5.87M 0.36% +356 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: 3,832 shares; 2024Q4: 3,892 shares; 2025Q1: 3,734 shares; 2025Q2: 7,161 shares; 2025Q3: 7,345 shares; 2025Q4: 7,173 shares; 2026Q1: 7,727 shares 7,727 $5.05M 0.31% +554 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: 24,968 shares; 2024Q4: 23,463 shares; 2025Q1: 23,263 shares; 2025Q2: 23,300 shares; 2025Q3: 23,365 shares; 2025Q4: 23,250 shares; 2026Q1: 23,101 shares 23,101 $5.02M 0.31% -149 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: 101,782 shares; 2024Q4: 96,027 shares; 2025Q1: 92,663 shares; 2025Q2: 92,416 shares; 2025Q3: 86,865 shares; 2025Q4: 87,668 shares; 2026Q1: 86,466 shares 86,466 $4.67M 0.29% -1,202 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: 14,858 shares; 2024Q4: 29,990 shares; 2025Q1: 30,143 shares; 2025Q2: 31,028 shares; 2025Q3: 22,215 shares; 2025Q4: 22,126 shares; 2026Q1: 28,706 shares 28,706 $4.6M 0.28% +6,580 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,428 shares; 2024Q4: 125,464 shares; 2025Q1: 129,085 shares; 2025Q2: 139,396 shares; 2025Q3: 113,432 shares; 2025Q4: 113,426 shares; 2026Q1: 114,676 shares 114,676 $4.58M 0.28% +1,250 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: 148,929 shares; 2024Q4: 136,860 shares; 2025Q1: 136,254 shares; 2025Q2: 131,685 shares; 2025Q3: 127,270 shares; 2025Q4: 124,796 shares; 2026Q1: 118,242 shares 118,242 $4.47M 0.28% -6,554 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: 6,043 shares; 2024Q4: 5,872 shares; 2025Q1: 6,281 shares; 2025Q2: 6,708 shares; 2025Q3: 7,090 shares; 2025Q4: 6,981 shares; 2026Q1: 6,573 shares 6,573 $4.27M 0.26% -408 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: 7,099 shares; 2024Q4: 7,006 shares; 2025Q1: 7,119 shares; 2025Q2: 7,146 shares; 2025Q3: 7,234 shares; 2025Q4: 7,021 shares; 2026Q1: 7,264 shares 7,264 $4.19M 0.26% +243 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: 37,658 shares; 2024Q4: 36,454 shares; 2025Q1: 35,112 shares; 2025Q2: 34,768 shares; 2025Q3: 28,209 shares; 2025Q4: 27,843 shares; 2026Q1: 27,201 shares 27,201 $4.15M 0.26% -642 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,138 shares; 2024Q4: 38,484 shares; 2025Q1: 35,213 shares; 2025Q2: 33,243 shares; 2025Q3: 27,970 shares; 2025Q4: 27,309 shares; 2026Q1: 26,686 shares 26,686 $4.14M 0.26% -623 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: 17,255 shares; 2024Q4: 18,647 shares; 2025Q1: 16,958 shares; 2025Q2: 18,566 shares; 2025Q3: 18,783 shares; 2025Q4: 19,045 shares; 2026Q1: 19,715 shares 19,715 $4.11M 0.25% +670 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: 86,808 shares; 2024Q4: 167,221 shares; 2025Q1: 165,971 shares; 2025Q2: 162,570 shares; 2025Q3: 163,363 shares; 2025Q4: 162,616 shares; 2026Q1: 162,616 shares 162,616 $4.02M 0.25% 0 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,955 shares; 2024Q4: 81,400 shares; 2025Q1: 103,693 shares; 2025Q2: 106,213 shares; 2025Q3: 103,862 shares; 2025Q4: 105,339 shares; 2026Q1: 110,559 shares 110,559 $3.9M 0.24% +5,220 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: 17,669 shares; 2024Q4: 17,243 shares; 2025Q1: 18,959 shares; 2025Q2: 21,661 shares; 2025Q3: 19,588 shares; 2025Q4: 19,974 shares; 2026Q1: 22,219 shares 22,219 $3.88M 0.24% +2,245 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,445 shares; 2024Q4: 21,026 shares; 2025Q1: 20,854 shares; 2025Q2: 20,649 shares; 2025Q3: 20,127 shares; 2025Q4: 20,064 shares; 2026Q1: 20,115 shares 20,115 $3.86M 0.24% +51 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,538 shares; 2024Q4: 5,208 shares; 2025Q1: 4,830 shares; 2025Q2: 4,918 shares; 2025Q3: 4,955 shares; 2025Q4: 5,015 shares; 2026Q1: 5,428 shares 5,428 $3.85M 0.24% +413 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: 14,003 shares; 2024Q4: 13,333 shares; 2025Q1: 12,570 shares; 2025Q2: 12,432 shares; 2025Q3: 12,083 shares; 2025Q4: 11,589 shares; 2026Q1: 11,392 shares 11,392 $3.54M 0.22% -197 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: 5,096 shares; 2024Q4: 5,231 shares; 2025Q1: 5,242 shares; 2025Q2: 5,329 shares; 2025Q3: 5,531 shares; 2025Q4: 6,010 shares; 2026Q1: 6,063 shares 6,063 $3.47M 0.21% +53 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: 21,598 shares; 2024Q4: 21,599 shares; 2025Q1: 27,514 shares; 2025Q2: 33,594 shares; 2025Q3: 30,176 shares; 2025Q4: 30,176 shares; 2026Q1: 30,176 shares 30,176 $3.31M 0.2% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,540 shares; 2024Q4: 18,362 shares; 2025Q1: 18,713 shares; 2025Q2: 19,206 shares; 2025Q3: 14,495 shares; 2025Q4: 14,530 shares; 2026Q1: 17,448 shares 17,448 $3.26M 0.2% +2,918 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: 35,823 shares; 2024Q4: 35,656 shares; 2025Q1: 33,365 shares; 2025Q2: 33,101 shares; 2025Q3: 32,995 shares; 2025Q4: 32,938 shares; 2026Q1: 33,202 shares 33,202 $3.2M 0.2% +264 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: 20,892 shares; 2024Q4: 18,101 shares; 2025Q1: 18,608 shares; 2025Q2: 20,368 shares; 2025Q3: 9,356 shares; 2025Q4: 9,114 shares; 2026Q1: 11,818 shares 11,818 $3.2M 0.2% +2,704 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: 34,758 shares; 2024Q4: 104,124 shares; 2025Q1: 104,124 shares; 2025Q2: 104,124 shares; 2025Q3: 104,085 shares; 2025Q4: 104,277 shares; 2026Q1: 103,965 shares 103,965 $3.17M 0.2% -312 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,071 shares; 2024Q4: 71,815 shares; 2025Q1: 68,638 shares; 2025Q2: 69,499 shares; 2025Q3: 52,279 shares; 2025Q4: 52,705 shares; 2026Q1: 75,366 shares 75,366 $3.09M 0.19% +22,661 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,757 shares; 2024Q4: 41,737 shares; 2025Q1: 36,537 shares; 2025Q2: 35,341 shares; 2025Q3: 34,407 shares; 2025Q4: 33,190 shares; 2026Q1: 32,126 shares 32,126 $2.96M 0.18% -1,064 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: 15,439 shares; 2024Q4: 14,845 shares; 2025Q1: 13,716 shares; 2025Q2: 13,087 shares; 2025Q3: 13,081 shares; 2025Q4: 12,877 shares; 2026Q1: 12,784 shares 12,784 $2.94M 0.18% -93 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 27,703 shares; 2026Q1: 35,859 shares 35,859 $2.84M 0.17% +8,156 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: 34,840 shares; 2024Q4: 32,225 shares; 2025Q1: 30,859 shares; 2025Q2: 25,901 shares; 2025Q3: 18,430 shares; 2025Q4: 18,149 shares; 2026Q1: 18,396 shares 18,396 $2.69M 0.17% +247 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: 41,598 shares; 2024Q4: 41,790 shares; 2025Q1: 42,370 shares; 2025Q2: 40,858 shares; 2025Q3: 39,603 shares; 2025Q4: 39,797 shares; 2026Q1: 39,825 shares 39,825 $2.65M 0.16% +28 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: 15,600 shares; 2024Q4: 15,338 shares; 2025Q1: 15,182 shares; 2025Q2: 15,193 shares; 2025Q3: 15,200 shares; 2025Q4: 14,695 shares; 2026Q1: 15,187 shares 15,187 $2.57M 0.16% +492 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: 8,936 shares; 2024Q4: 8,268 shares; 2025Q1: 8,253 shares; 2025Q2: 8,265 shares; 2025Q3: 8,526 shares; 2025Q4: 8,561 shares; 2026Q1: 8,418 shares 8,418 $2.55M 0.16% -143 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,381 shares; 2024Q4: 65,404 shares; 2025Q1: 76,056 shares; 2025Q2: 91,404 shares; 2025Q3: 107,068 shares; 2025Q4: 101,176 shares; 2026Q1: 100,204 shares 100,204 $2.54M 0.16% -972 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: 37,363 shares; 2024Q4: 34,921 shares; 2025Q1: 31,936 shares; 2025Q2: 31,653 shares; 2025Q3: 31,671 shares; 2025Q4: 31,611 shares; 2026Q1: 31,232 shares 31,232 $2.42M 0.15% -379 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,078 shares 31,078 $2.37M 0.15% new 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: 12,838 shares; 2024Q4: 12,751 shares; 2025Q1: 12,696 shares; 2025Q2: 12,626 shares; 2025Q3: 12,384 shares; 2025Q4: 12,160 shares; 2026Q1: 12,419 shares 12,419 $2.35M 0.15% +259 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: 62,078 shares; 2024Q4: 60,158 shares; 2025Q1: 60,042 shares; 2025Q2: 55,337 shares; 2025Q3: 35,232 shares; 2025Q4: 34,035 shares; 2026Q1: 33,529 shares 33,529 $2.34M 0.14% -506 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: 13,897 shares; 2024Q4: 13,566 shares; 2025Q1: 12,535 shares; 2025Q2: 12,210 shares; 2025Q3: 12,081 shares; 2025Q4: 11,981 shares; 2026Q1: 12,097 shares 12,097 $2.33M 0.14% +116 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: 23,835 shares; 2024Q4: 23,793 shares; 2025Q1: 23,625 shares; 2025Q2: 23,631 shares; 2025Q3: 23,663 shares; 2025Q4: 47,339 shares; 2026Q1: 47,602 shares 47,602 $2.18M 0.13% +263 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON 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: 12,402 shares; 2025Q4: 12,402 shares; 2026Q1: 12,402 shares 12,402 $2.14M 0.13% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,506 shares; 2024Q4: 22,364 shares; 2025Q1: 3,670 shares; 2025Q2: 3,661 shares; 2025Q3: 3,598 shares; 2025Q4: 3,598 shares; 2026Q1: 3,541 shares 3,541 $2.14M 0.13% -57 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: 4,348 shares; 2024Q4: 4,300 shares; 2025Q1: 4,163 shares; 2025Q2: 4,030 shares; 2025Q3: 3,382 shares; 2025Q4: 3,304 shares; 2026Q1: 4,201 shares 4,201 $2.1M 0.13% +897 Timeline IQLT 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: 44,577 shares; 2024Q4: 45,256 shares; 2025Q1: 45,309 shares; 2025Q2: 45,025 shares; 2025Q3: 45,078 shares; 2025Q4: 45,018 shares; 2026Q1: 45,113 shares 45,113 $2.09M 0.13% +95 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,437 shares 17,437 $2.08M 0.13% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,999 shares; 2024Q4: 62,504 shares; 2025Q1: 55,986 shares; 2025Q2: 59,515 shares; 2025Q3: 58,787 shares; 2025Q4: 57,738 shares; 2026Q1: 56,829 shares 56,829 $2.05M 0.13% -909 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: 53,286 shares; 2024Q4: 53,027 shares; 2025Q1: 52,717 shares; 2025Q2: 52,717 shares; 2025Q3: 52,118 shares; 2025Q4: 49,992 shares; 2026Q1: 48,394 shares 48,394 $1.99M 0.12% -1,598 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: 803 shares; 2024Q4: 803 shares; 2025Q1: 863 shares; 2025Q2: 4,135 shares; 2025Q3: 3,793 shares; 2025Q4: 3,783 shares; 2026Q1: 3,170 shares 3,170 $1.95M 0.12% -613 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: 42,334 shares; 2024Q4: 42,334 shares; 2025Q1: 23,667 shares; 2025Q2: 23,667 shares; 2025Q3: 22,173 shares; 2025Q4: 22,173 shares; 2026Q1: 23,541 shares 23,541 $1.8M 0.11% +1,368 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: 5,948 shares; 2024Q4: 5,707 shares; 2025Q1: 5,711 shares; 2025Q2: 5,810 shares; 2025Q3: 5,753 shares; 2025Q4: 5,624 shares; 2026Q1: 5,918 shares 5,918 $1.79M 0.11% +294 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,616 shares; 2024Q4: 77,909 shares; 2025Q1: 81,909 shares; 2025Q2: 95,929 shares; 2025Q3: 85,231 shares; 2025Q4: 69,588 shares; 2026Q1: 68,619 shares 68,619 $1.75M 0.11% -969 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: 17,289 shares; 2024Q4: 16,549 shares; 2025Q1: 16,516 shares; 2025Q2: 16,376 shares; 2025Q3: 16,426 shares; 2025Q4: 16,015 shares; 2026Q1: 15,984 shares 15,984 $1.64M 0.1% -31 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,828 shares; 2024Q4: 26,591 shares; 2025Q1: 26,426 shares; 2025Q2: 26,146 shares; 2025Q3: 24,608 shares; 2025Q4: 22,686 shares; 2026Q1: 22,214 shares 22,214 $1.62M 0.1% -472 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,670 shares; 2024Q4: 74,683 shares; 2025Q1: 78,054 shares; 2025Q2: 26,196 shares; 2025Q3: 16,244 shares; 2025Q4: 16,068 shares; 2026Q1: 15,955 shares 15,955 $1.57M 0.1% -113 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: 4,014 shares; 2024Q4: 4,014 shares; 2025Q1: 4,014 shares; 2025Q2: 8,755 shares; 2025Q3: 8,233 shares; 2025Q4: 9,809 shares; 2026Q1: 9,809 shares 9,809 $1.49M 0.09% 0 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: 10,612 shares; 2024Q4: 10,612 shares; 2025Q1: 10,612 shares; 2025Q2: 10,643 shares; 2025Q3: 10,643 shares; 2025Q4: 9,586 shares; 2026Q1: 64,254 shares 64,254 $1.46M 0.09% +54,668 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: 10,939 shares; 2024Q4: 11,124 shares; 2025Q1: 11,189 shares; 2025Q2: 11,270 shares; 2025Q3: 11,183 shares; 2025Q4: 10,053 shares; 2026Q1: 9,844 shares 9,844 $1.45M 0.09% -209 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 474 shares; 2025Q1: not reported; 2025Q2: 2,984 shares; 2025Q3: 2,984 shares; 2025Q4: 2,984 shares; 2026Q1: 2,969 shares 2,969 $1.38M 0.08% -15 Timeline MYCG SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,855 shares; 2025Q1: 54,855 shares; 2025Q2: 54,855 shares; 2025Q3: 54,855 shares; 2025Q4: 54,855 shares; 2026Q1: 54,855 shares 54,855 $1.37M 0.08% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,970 shares; 2024Q4: 8,763 shares; 2025Q1: 8,767 shares; 2025Q2: 8,691 shares; 2025Q3: 8,468 shares; 2025Q4: 8,291 shares; 2026Q1: 8,549 shares 8,549 $1.37M 0.08% +258 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,333 shares; 2025Q1: 67,333 shares; 2025Q2: 43,882 shares; 2025Q3: 43,882 shares; 2025Q4: 43,882 shares; 2026Q1: 43,882 shares 43,882 $1.32M 0.08% 0 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: 16,117 shares; 2024Q4: 30,832 shares; 2025Q1: 30,009 shares; 2025Q2: 28,683 shares; 2025Q3: 27,525 shares; 2025Q4: 25,678 shares; 2026Q1: 25,153 shares 25,153 $1.31M 0.08% -525 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: 2,470 shares; 2024Q4: 12,445 shares; 2025Q1: 9,652 shares; 2025Q2: 49,285 shares; 2025Q3: 49,185 shares; 2025Q4: 48,084 shares; 2026Q1: 41,917 shares 41,917 $1.29M 0.08% -6,167 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: 9,576 shares; 2024Q4: 37,664 shares; 2025Q1: 38,816 shares; 2025Q2: 40,291 shares; 2025Q3: 40,616 shares; 2025Q4: 43,416 shares; 2026Q1: 43,891 shares 43,891 $1.28M 0.08% +475 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: 18,945 shares; 2024Q4: 17,224 shares; 2025Q1: 17,727 shares; 2025Q2: 17,261 shares; 2025Q3: 17,527 shares; 2025Q4: 17,173 shares; 2026Q1: 16,038 shares 16,038 $1.27M 0.08% -1,135 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: 5,306 shares; 2024Q4: 5,303 shares; 2025Q1: 5,158 shares; 2025Q2: 5,182 shares; 2025Q3: 5,374 shares; 2025Q4: 5,404 shares; 2026Q1: 5,508 shares 5,508 $1.24M 0.08% +104 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: 9,189 shares; 2024Q4: 9,172 shares; 2025Q1: 9,151 shares; 2025Q2: 10,590 shares; 2025Q3: 10,304 shares; 2025Q4: 20,608 shares; 2026Q1: 19,040 shares 19,040 $1.17M 0.07% -1,568 Timeline MYCF SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,792 shares; 2025Q1: 45,792 shares; 2025Q2: 45,792 shares; 2025Q3: 45,792 shares; 2025Q4: 45,792 shares; 2026Q1: 45,792 shares 45,792 $1.15M 0.07% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,404 shares; 2024Q4: 68,404 shares; 2025Q1: 66,710 shares; 2025Q2: 66,710 shares; 2025Q3: 62,469 shares; 2025Q4: 58,532 shares; 2026Q1: 57,520 shares 57,520 $1.13M 0.07% -1,012 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: 5,485 shares; 2024Q4: 5,459 shares; 2025Q1: 5,459 shares; 2025Q2: 5,459 shares; 2025Q3: 5,459 shares; 2025Q4: 5,384 shares; 2026Q1: 5,344 shares 5,344 $1.1M 0.07% -40 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: 3,329 shares; 2024Q4: 2,947 shares; 2025Q1: 3,225 shares; 2025Q2: 3,043 shares; 2025Q3: 3,004 shares; 2025Q4: 2,854 shares; 2026Q1: 2,578 shares 2,578 $1.1M 0.07% -276 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: 3,474 shares; 2024Q4: 3,455 shares; 2025Q1: 3,403 shares; 2025Q2: 3,403 shares; 2025Q3: 3,404 shares; 2025Q4: 3,319 shares; 2026Q1: 3,299 shares 3,299 $1.08M 0.07% -20 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,913 shares; 2025Q2: 17,234 shares; 2025Q3: 17,234 shares; 2025Q4: 17,234 shares; 2026Q1: 14,584 shares 14,584 $1.07M 0.07% -2,650 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,388 shares; 2024Q4: 110,551 shares; 2025Q1: 118,422 shares; 2025Q2: 37,589 shares; 2025Q3: 36,523 shares; 2025Q4: 35,064 shares; 2026Q1: 27,438 shares 27,438 $1.01M 0.06% -7,626 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: 2,460 shares; 2024Q4: 2,472 shares; 2025Q1: 2,635 shares; 2025Q2: 2,644 shares; 2025Q3: 2,859 shares; 2025Q4: 2,859 shares; 2026Q1: 2,801 shares 2,801 $998K 0.06% -58 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,047 shares; 2025Q1: 1,041 shares; 2025Q2: 1,044 shares; 2025Q3: 994 shares; 2025Q4: 1,037 shares; 2026Q1: 1,027 shares 1,027 $988K 0.06% -10 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: 13,005 shares; 2024Q4: 12,885 shares; 2025Q1: 10,067 shares; 2025Q2: 10,067 shares; 2025Q3: 10,042 shares; 2025Q4: 10,042 shares; 2026Q1: 10,152 shares 10,152 $986K 0.06% +110 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: 20,054 shares; 2024Q4: 20,579 shares; 2025Q1: 20,579 shares; 2025Q2: 45,284 shares; 2025Q3: 10,731 shares; 2025Q4: 16,521 shares; 2026Q1: 18,916 shares 18,916 $964K 0.06% +2,395 Timeline IBMP 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: 66,907 shares; 2024Q4: 71,315 shares; 2025Q1: 71,315 shares; 2025Q2: 77,590 shares; 2025Q3: 60,136 shares; 2025Q4: 49,119 shares; 2026Q1: 37,742 shares 37,742 $960K 0.06% -11,377 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,021 shares; 2024Q4: 17,021 shares; 2025Q1: 19,920 shares; 2025Q2: 19,920 shares; 2025Q3: 17,369 shares; 2025Q4: 31,404 shares; 2026Q1: 31,404 shares 31,404 $952K 0.06% 0 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: 17,232 shares; 2024Q4: 34,284 shares; 2025Q1: 34,290 shares; 2025Q2: 34,210 shares; 2025Q3: 32,836 shares; 2025Q4: 32,734 shares; 2026Q1: 32,643 shares 32,643 $949K 0.06% -91 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,306 shares; 2024Q4: 8,303 shares; 2025Q1: 8,477 shares; 2025Q2: 8,377 shares; 2025Q3: 5,772 shares; 2025Q4: 5,774 shares; 2026Q1: 7,211 shares 7,211 $937K 0.06% +1,437 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,205 shares; 2024Q4: 61,454 shares; 2025Q1: 55,748 shares; 2025Q2: 53,051 shares; 2025Q3: 49,067 shares; 2025Q4: 41,256 shares; 2026Q1: 38,222 shares 38,222 $934K 0.06% -3,034 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,782 shares; 2024Q4: 26,292 shares; 2025Q1: 19,310 shares; 2025Q2: 21,426 shares; 2025Q3: 13,650 shares; 2025Q4: 13,318 shares; 2026Q1: 4,499 shares 4,499 $930K 0.06% -8,819 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,452 shares; 2024Q4: 5,268 shares; 2025Q1: 5,473 shares; 2025Q2: 5,479 shares; 2025Q3: 5,710 shares; 2025Q4: 5,725 shares; 2026Q1: 5,599 shares 5,599 $926K 0.06% -126 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: 10,064 shares; 2024Q4: 10,119 shares; 2025Q1: 9,970 shares; 2025Q2: 9,229 shares; 2025Q3: 10,153 shares; 2025Q4: 10,069 shares; 2026Q1: 9,769 shares 9,769 $907K 0.06% -300 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: 3,645 shares; 2024Q4: 3,645 shares; 2025Q1: 3,295 shares; 2025Q2: 3,318 shares; 2025Q3: 3,222 shares; 2025Q4: 3,141 shares; 2026Q1: 3,309 shares 3,309 $880K 0.05% +168 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: 4,260 shares; 2024Q4: 4,335 shares; 2025Q1: 4,336 shares; 2025Q2: 4,642 shares; 2025Q3: 4,675 shares; 2025Q4: 4,402 shares; 2026Q1: 4,289 shares 4,289 $871K 0.05% -113 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: 4,791 shares; 2024Q4: 4,719 shares; 2025Q1: 4,696 shares; 2025Q2: 4,729 shares; 2025Q3: 4,509 shares; 2025Q4: 4,502 shares; 2026Q1: 4,368 shares 4,368 $866K 0.05% -134 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: 12,380 shares; 2024Q4: 10,680 shares; 2025Q1: 10,206 shares; 2025Q2: 10,122 shares; 2025Q3: 9,637 shares; 2025Q4: 9,435 shares; 2026Q1: 8,751 shares 8,751 $843K 0.05% -684 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,215 shares; 2026Q1: 1,198 shares 1,198 $836K 0.05% -17 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: 16,144 shares; 2024Q4: 16,074 shares; 2025Q1: 16,074 shares; 2025Q2: 16,724 shares; 2025Q3: 16,724 shares; 2025Q4: 16,724 shares; 2026Q1: 16,376 shares 16,376 $808K 0.05% -348 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: 3,742 shares; 2024Q4: 3,723 shares; 2025Q1: 3,681 shares; 2025Q2: 3,605 shares; 2025Q3: 3,554 shares; 2025Q4: 3,444 shares; 2026Q1: 3,259 shares 3,259 $808K 0.05% -185 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: 10,505 shares; 2024Q4: 9,694 shares; 2025Q1: 9,664 shares; 2025Q2: 9,736 shares; 2025Q3: 9,952 shares; 2025Q4: 9,952 shares; 2026Q1: 10,024 shares 10,024 $798K 0.05% +72 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: not reported; 2024Q4: 2,877 shares; 2025Q1: 2,278 shares; 2025Q2: 2,398 shares; 2025Q3: 2,099 shares; 2025Q4: 2,124 shares; 2026Q1: 2,118 shares 2,118 $787K 0.05% -6 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: 6,689 shares; 2024Q4: 6,490 shares; 2025Q1: 6,590 shares; 2025Q2: 6,659 shares; 2025Q3: 6,653 shares; 2025Q4: 6,299 shares; 2026Q1: 6,055 shares 6,055 $780K 0.05% -244 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: 4,277 shares; 2024Q4: 4,159 shares; 2025Q1: 4,123 shares; 2025Q2: 4,087 shares; 2025Q3: 4,087 shares; 2025Q4: 4,087 shares; 2026Q1: 3,631 shares 3,631 $776K 0.05% -456 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,512 shares; 2024Q4: 6,492 shares; 2025Q1: 9,822 shares; 2025Q2: 9,892 shares; 2025Q3: 10,941 shares; 2025Q4: 10,941 shares; 2026Q1: 11,656 shares 11,656 $769K 0.05% +715 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,524 shares; 2025Q3: 5,474 shares; 2025Q4: 5,406 shares; 2026Q1: 5,507 shares 5,507 $747K 0.05% +101 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,606 shares; 2024Q4: 31,773 shares; 2025Q1: 33,403 shares; 2025Q2: 8,827 shares; 2025Q3: 8,032 shares; 2025Q4: 8,032 shares; 2026Q1: 8,032 shares 8,032 $734K 0.05% 0 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: 10,795 shares; 2024Q4: 10,823 shares; 2025Q1: 9,985 shares; 2025Q2: 9,629 shares; 2025Q3: 9,418 shares; 2025Q4: 9,367 shares; 2026Q1: 8,961 shares 8,961 $725K 0.04% -406 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: 5,399 shares; 2024Q4: 5,399 shares; 2025Q1: 5,249 shares; 2025Q2: 6,536 shares; 2025Q3: 6,536 shares; 2025Q4: 6,413 shares; 2026Q1: 6,413 shares 6,413 $725K 0.04% 0 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: 1,344 shares; 2024Q4: 955 shares; 2025Q1: 963 shares; 2025Q2: 881 shares; 2025Q3: 822 shares; 2025Q4: 794 shares; 2026Q1: 828 shares 828 $701K 0.04% +34 Timeline ATEX ANTERIX INC More: the full row for ANTERIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,545 shares; 2024Q4: 34,633 shares; 2025Q1: 31,888 shares; 2025Q2: 29,058 shares; 2025Q3: 17,352 shares; 2025Q4: 17,316 shares; 2026Q1: 18,307 shares 18,307 $699K 0.04% +991 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: 2,686 shares; 2024Q4: 2,786 shares; 2025Q1: 2,809 shares; 2025Q2: 2,809 shares; 2025Q3: 2,786 shares; 2025Q4: 2,822 shares; 2026Q1: 2,943 shares 2,943 $695K 0.04% +121 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,827 shares; 2024Q4: 26,932 shares; 2025Q1: 17,767 shares; 2025Q2: 15,511 shares; 2025Q3: 14,971 shares; 2025Q4: 14,023 shares; 2026Q1: 12,823 shares 12,823 $677K 0.04% -1,200 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: 14,269 shares; 2024Q4: 13,898 shares; 2025Q1: 13,324 shares; 2025Q2: 13,314 shares; 2025Q3: 12,990 shares; 2025Q4: 12,397 shares; 2026Q1: 11,560 shares 11,560 $666K 0.04% -837 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,367 shares; 2024Q4: 88,253 shares; 2025Q1: 101,502 shares; 2025Q2: 101,477 shares; 2025Q3: 8,692 shares; 2025Q4: 8,215 shares; 2026Q1: 8,215 shares 8,215 $662K 0.04% 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: 3,354 shares; 2024Q4: 3,369 shares; 2025Q1: 3,274 shares; 2025Q2: 3,291 shares; 2025Q3: 3,474 shares; 2025Q4: 3,295 shares; 2026Q1: 3,323 shares 3,323 $659K 0.04% +28 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,082 shares; 2025Q1: 5,085 shares; 2025Q2: 5,151 shares; 2025Q3: 5,161 shares; 2025Q4: 4,190 shares; 2026Q1: 3,955 shares 3,955 $651K 0.04% -235 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: 12,615 shares; 2024Q4: 13,006 shares; 2025Q1: 13,096 shares; 2025Q2: 11,958 shares; 2025Q3: 11,411 shares; 2025Q4: 10,712 shares; 2026Q1: 10,712 shares 10,712 $650K 0.04% 0 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: 7,638 shares; 2024Q4: 6,838 shares; 2025Q1: 6,838 shares; 2025Q2: 6,838 shares; 2025Q3: 6,973 shares; 2025Q4: 6,973 shares; 2026Q1: 6,973 shares 6,973 $648K 0.04% 0 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: 27,895 shares; 2024Q4: 28,080 shares; 2025Q1: 27,415 shares; 2025Q2: 23,863 shares; 2025Q3: 22,709 shares; 2025Q4: 21,598 shares; 2026Q1: 22,147 shares 22,147 $642K 0.04% +549 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: 2,043 shares; 2024Q4: 2,031 shares; 2025Q1: 2,051 shares; 2025Q2: 2,069 shares; 2025Q3: 2,069 shares; 2025Q4: 1,686 shares; 2026Q1: 1,778 shares 1,778 $636K 0.04% +92 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: 3,465 shares; 2024Q4: 3,465 shares; 2025Q1: 3,450 shares; 2025Q2: 3,430 shares; 2025Q3: 3,488 shares; 2025Q4: 3,488 shares; 2026Q1: 3,488 shares 3,488 $635K 0.04% 0 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: 2,228 shares; 2024Q4: 2,153 shares; 2025Q1: 2,135 shares; 2025Q2: 1,930 shares; 2025Q3: 1,900 shares; 2025Q4: 1,825 shares; 2026Q1: 1,800 shares 1,800 $633K 0.04% -25 Timeline MYCH SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,207 shares; 2025Q1: 24,207 shares; 2025Q2: 24,207 shares; 2025Q3: 24,207 shares; 2025Q4: 24,207 shares; 2026Q1: 24,207 shares 24,207 $604K 0.04% 0 Timeline SMOT 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: 159,410 shares; 2024Q4: 163,937 shares; 2025Q1: 175,044 shares; 2025Q2: 175,639 shares; 2025Q3: 22,706 shares; 2025Q4: 19,450 shares; 2026Q1: 17,097 shares 17,097 $602K 0.04% -2,353 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: 566 shares; 2024Q4: 599 shares; 2025Q1: 614 shares; 2025Q2: 862 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 865 shares 865 $590K 0.04% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 2,732 shares; 2025Q1: 2,732 shares; 2025Q2: 2,657 shares; 2025Q3: 2,552 shares; 2025Q4: 2,552 shares; 2026Q1: 2,527 shares 2,527 $568K 0.03% -25 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,345 shares; 2024Q4: 36,905 shares; 2025Q1: 35,879 shares; 2025Q2: 33,379 shares; 2025Q3: 33,379 shares; 2025Q4: 28,610 shares; 2026Q1: 28,110 shares 28,110 $549K 0.03% -500 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,462 shares; 2025Q1: 1,463 shares; 2025Q2: 2,124 shares; 2025Q3: 1,924 shares; 2025Q4: 1,807 shares; 2026Q1: 1,606 shares 1,606 $549K 0.03% -201 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: 3,535 shares; 2024Q4: 3,347 shares; 2025Q1: 3,271 shares; 2025Q2: 3,121 shares; 2025Q3: 2,871 shares; 2025Q4: 2,997 shares; 2026Q1: 2,522 shares 2,522 $548K 0.03% -475 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,452 shares; 2026Q1: 1,452 shares 1,452 $534K 0.03% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,804 shares; 2025Q3: 6,550 shares; 2025Q4: 6,589 shares; 2026Q1: 7,316 shares 7,316 $532K 0.03% +727 Timeline CLW CLEARWATER PAPER CORP More: the full row for CLEARWATER PAPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,482 shares; 2024Q4: 37,662 shares; 2025Q1: 39,670 shares; 2025Q2: 40,170 shares; 2025Q3: 40,170 shares; 2025Q4: 36,830 shares; 2026Q1: 36,830 shares 36,830 $530K 0.03% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,002 shares; 2024Q4: 6,002 shares; 2025Q1: 6,002 shares; 2025Q2: 4,788 shares; 2025Q3: 5,718 shares; 2025Q4: 6,393 shares; 2026Q1: 6,393 shares 6,393 $528K 0.03% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,186 shares; 2024Q4: 9,189 shares; 2025Q1: 9,266 shares; 2025Q2: 8,811 shares; 2025Q3: 7,939 shares; 2025Q4: 7,786 shares; 2026Q1: 7,340 shares 7,340 $519K 0.03% -446 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: 2,953 shares; 2024Q4: 2,953 shares; 2025Q1: 3,081 shares; 2025Q2: 2,953 shares; 2025Q3: 2,836 shares; 2025Q4: 2,836 shares; 2026Q1: 4,090 shares 4,090 $508K 0.03% +1,254 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: 1,026 shares; 2024Q4: 1,026 shares; 2025Q1: 1,026 shares; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,026 shares; 2026Q1: 1,141 shares 1,141 $507K 0.03% +115 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 7,896 shares; 2025Q1: 7,896 shares; 2025Q2: 7,781 shares; 2025Q3: 7,781 shares; 2025Q4: 7,781 shares; 2026Q1: 7,808 shares 7,808 $504K 0.03% +27 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: 2,612 shares; 2024Q4: 2,949 shares; 2025Q1: 2,686 shares; 2025Q2: 2,488 shares; 2025Q3: 2,439 shares; 2025Q4: 2,014 shares; 2026Q1: 2,014 shares 2,014 $488K 0.03% 0 Timeline ISPY 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: 5,300 shares; 2024Q4: 5,600 shares; 2025Q1: 5,300 shares; 2025Q2: 5,789 shares; 2025Q3: not reported; 2025Q4: 11,251 shares; 2026Q1: 11,251 shares 11,251 $488K 0.03% 0 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: 7,100 shares; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 7,100 shares; 2026Q1: 7,100 shares 7,100 $486K 0.03% 0 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,574 shares; 2025Q1: 5,574 shares; 2025Q2: 5,574 shares; 2025Q3: 5,574 shares; 2025Q4: 5,574 shares; 2026Q1: 5,574 shares 5,574 $483K 0.03% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,396 shares; 2024Q4: 11,813 shares; 2025Q1: 8,711 shares; 2025Q2: 24,001 shares; 2025Q3: 8,711 shares; 2025Q4: 8,521 shares; 2026Q1: 9,442 shares 9,442 $478K 0.03% +921 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,054 shares; 2025Q2: 4,071 shares; 2025Q3: 4,585 shares; 2025Q4: 10,878 shares; 2026Q1: 8,339 shares 8,339 $463K 0.03% -2,539 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: 1,787 shares; 2024Q4: 1,787 shares; 2025Q1: 1,787 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares; 2025Q4: 1,841 shares; 2026Q1: 1,841 shares 1,841 $458K 0.03% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,437 shares; 2024Q4: 6,437 shares; 2025Q1: 6,437 shares; 2025Q2: 6,437 shares; 2025Q3: 6,437 shares; 2025Q4: 5,187 shares; 2026Q1: 5,187 shares 5,187 $457K 0.03% 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: 1,322 shares; 2024Q4: 1,354 shares; 2025Q1: 1,350 shares; 2025Q2: 1,841 shares; 2025Q3: 1,881 shares; 2025Q4: 1,881 shares; 2026Q1: 1,881 shares 1,881 $456K 0.03% 0 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: 2,592 shares; 2024Q4: 2,603 shares; 2025Q1: 3,266 shares; 2025Q2: 3,138 shares; 2025Q3: 3,148 shares; 2025Q4: 3,095 shares; 2026Q1: 3,104 shares 3,104 $453K 0.03% +9 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: 1,300 shares; 2024Q4: 1,406 shares; 2025Q1: 1,603 shares; 2025Q2: 1,650 shares; 2025Q3: 1,577 shares; 2025Q4: 1,553 shares; 2026Q1: 2,324 shares 2,324 $451K 0.03% +771 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,079 shares; 2024Q4: 3,079 shares; 2025Q1: 3,079 shares; 2025Q2: 3,099 shares; 2025Q3: 2,975 shares; 2025Q4: 2,914 shares; 2026Q1: 3,078 shares 3,078 $447K 0.03% +164 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: 3,338 shares; 2024Q4: 3,038 shares; 2025Q1: 2,991 shares; 2025Q2: 2,995 shares; 2025Q3: 2,918 shares; 2025Q4: 2,871 shares; 2026Q1: 2,871 shares 2,871 $446K 0.03% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,265 shares; 2025Q1: 1,261 shares; 2025Q2: 1,269 shares; 2025Q3: 1,271 shares; 2025Q4: 1,285 shares; 2026Q1: 1,285 shares 1,285 $444K 0.03% 0 Timeline IWS 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: 3,805 shares; 2024Q4: 3,730 shares; 2025Q1: 3,730 shares; 2025Q2: 3,201 shares; 2025Q3: 3,201 shares; 2025Q4: 3,201 shares; 2026Q1: 3,022 shares 3,022 $440K 0.03% -179 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,467 shares; 2024Q4: 3,748 shares; 2025Q1: 3,789 shares; 2025Q2: 3,343 shares; 2025Q3: 3,127 shares; 2025Q4: 3,127 shares; 2026Q1: 2,793 shares 2,793 $439K 0.03% -334 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: 724 shares; 2024Q4: 553 shares; 2025Q1: 547 shares; 2025Q2: 555 shares; 2025Q3: 468 shares; 2025Q4: 4,520 shares; 2026Q1: 4,527 shares 4,527 $435K 0.03% +7 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,163 shares; 2024Q4: 11,163 shares; 2025Q1: 11,163 shares; 2025Q2: 11,163 shares; 2025Q3: 7,799 shares; 2025Q4: 15,556 shares; 2026Q1: 15,556 shares 15,556 $433K 0.03% 0 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: 2,370 shares; 2024Q4: 2,170 shares; 2025Q1: 1,761 shares; 2025Q2: 1,805 shares; 2025Q3: 1,829 shares; 2025Q4: 1,621 shares; 2026Q1: 1,621 shares 1,621 $422K 0.03% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,902 shares 5,902 $414K 0.03% new 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: 2,132 shares; 2024Q4: 2,213 shares; 2025Q1: 2,071 shares; 2025Q2: 2,071 shares; 2025Q3: 2,071 shares; 2025Q4: 2,071 shares; 2026Q1: 2,071 shares 2,071 $409K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,178 shares; 2025Q2: 1,230 shares; 2025Q3: 1,310 shares; 2025Q4: 1,310 shares; 2026Q1: 1,423 shares 1,423 $404K 0.02% +113 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,396 shares; 2025Q1: 1,387 shares; 2025Q2: 1,387 shares; 2025Q3: 1,397 shares; 2025Q4: 1,397 shares; 2026Q1: 1,379 shares 1,379 $402K 0.02% -18 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,841 shares; 2026Q1: 6,841 shares 6,841 $390K 0.02% 0 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: 1,785 shares; 2024Q4: 1,785 shares; 2025Q1: 1,785 shares; 2025Q2: 1,806 shares; 2025Q3: 1,806 shares; 2025Q4: 1,806 shares; 2026Q1: 1,806 shares 1,806 $381K 0.02% 0 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: 2,513 shares; 2024Q4: 2,513 shares; 2025Q1: 2,453 shares; 2025Q2: 2,474 shares; 2025Q3: 2,498 shares; 2025Q4: 2,541 shares; 2026Q1: 2,541 shares 2,541 $367K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,345 shares; 2025Q3: 2,244 shares; 2025Q4: 1,992 shares; 2026Q1: 1,959 shares 1,959 $357K 0.02% -33 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,638 shares; 2025Q4: 2,939 shares; 2026Q1: 2,615 shares 2,615 $356K 0.02% -324 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: 341 shares; 2024Q4: 341 shares; 2025Q1: 344 shares; 2025Q2: 346 shares; 2025Q3: 318 shares; 2025Q4: 319 shares; 2026Q1: 325 shares 325 $355K 0.02% +6 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 805 shares; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 804 shares 804 $351K 0.02% -6 Timeline IBMS 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: 11,155 shares; 2025Q4: 13,267 shares; 2026Q1: 13,267 shares 13,267 $343K 0.02% 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: 5,801 shares; 2024Q4: 5,400 shares; 2025Q1: 5,402 shares; 2025Q2: 5,376 shares; 2025Q3: 4,755 shares; 2025Q4: 4,754 shares; 2026Q1: 4,754 shares 4,754 $339K 0.02% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,419 shares; 2025Q4: 6,419 shares; 2026Q1: 6,223 shares 6,223 $337K 0.02% -196 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,051 shares; 2024Q4: 9,663 shares; 2025Q1: 8,452 shares; 2025Q2: 7,910 shares; 2025Q3: 7,181 shares; 2025Q4: 6,342 shares; 2026Q1: 4,419 shares 4,419 $329K 0.02% -1,923 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: 9,245 shares; 2024Q4: 9,245 shares; 2025Q1: 9,254 shares; 2025Q2: 8,756 shares; 2025Q3: 10,031 shares; 2025Q4: 10,087 shares; 2026Q1: 12,491 shares 12,491 $326K 0.02% +2,404 Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 20,100 shares; 2025Q3: 20,100 shares; 2025Q4: 20,100 shares; 2026Q1: 20,100 shares 20,100 $319K 0.02% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,859 shares; 2024Q4: 7,859 shares; 2025Q1: 7,662 shares; 2025Q2: 7,662 shares; 2025Q3: 7,662 shares; 2025Q4: 6,515 shares; 2026Q1: 6,515 shares 6,515 $315K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 7,521 shares; 2025Q2: 4,933 shares; 2025Q3: 5,268 shares; 2025Q4: 5,268 shares; 2026Q1: 5,268 shares 5,268 $314K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,613 shares; 2025Q3: 3,373 shares; 2025Q4: not reported; 2026Q1: 4,267 shares 4,267 $307K 0.02% new 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: 3,894 shares; 2024Q4: 3,819 shares; 2025Q1: 3,700 shares; 2025Q2: 3,478 shares; 2025Q3: 3,450 shares; 2025Q4: 3,707 shares; 2026Q1: 3,570 shares 3,570 $304K 0.02% -137 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: 6,002 shares; 2024Q4: 6,002 shares; 2025Q1: 6,002 shares; 2025Q2: 5,885 shares; 2025Q3: 5,785 shares; 2025Q4: 5,785 shares; 2026Q1: 5,401 shares 5,401 $304K 0.02% -384 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,094 shares; 2024Q4: 8,094 shares; 2025Q1: 8,094 shares; 2025Q2: 8,094 shares; 2025Q3: 8,094 shares; 2025Q4: 8,094 shares; 2026Q1: 8,094 shares 8,094 $292K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 11,908 shares; 2025Q2: 11,658 shares; 2025Q3: 11,658 shares; 2025Q4: 7,684 shares; 2026Q1: 8,050 shares 8,050 $285K 0.02% +366 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: 1,638 shares; 2024Q4: not reported; 2025Q1: 2,005 shares; 2025Q2: 1,617 shares; 2025Q3: 1,539 shares; 2025Q4: 1,509 shares; 2026Q1: 1,389 shares 1,389 $283K 0.02% -120 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,540 shares; 2024Q4: 13,660 shares; 2025Q1: 13,660 shares; 2025Q2: 10,346 shares; 2025Q3: 8,510 shares; 2025Q4: 8,510 shares; 2026Q1: 8,510 shares 8,510 $283K 0.02% 0 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: 10,737 shares; 2024Q4: 10,737 shares; 2025Q1: 10,737 shares; 2025Q2: 8,750 shares; 2025Q3: 4,123 shares; 2025Q4: 4,105 shares; 2026Q1: 4,164 shares 4,164 $280K 0.02% +59 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,655 shares; 2024Q4: 23,905 shares; 2025Q1: 22,773 shares; 2025Q2: 22,926 shares; 2025Q3: 23,790 shares; 2025Q4: 23,790 shares; 2026Q1: 23,790 shares 23,790 $275K 0.02% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 3,040 shares; 2025Q1: 3,040 shares; 2025Q2: 3,051 shares; 2025Q3: 3,051 shares; 2025Q4: 3,014 shares; 2026Q1: 3,057 shares 3,057 $270K 0.02% +43 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: 6,627 shares; 2024Q4: 6,627 shares; 2025Q1: 6,350 shares; 2025Q2: 6,350 shares; 2025Q3: 6,350 shares; 2025Q4: 6,350 shares; 2026Q1: 5,783 shares 5,783 $269K 0.02% -567 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,194 shares; 2025Q3: 8,194 shares; 2025Q4: 7,678 shares; 2026Q1: 7,705 shares 7,705 $258K 0.02% +27 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: not reported; 2024Q4: 9,267 shares; 2025Q1: 9,267 shares; 2025Q2: 9,267 shares; 2025Q3: 9,267 shares; 2025Q4: 9,267 shares; 2026Q1: 9,267 shares 9,267 $258K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,749 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,027 shares 1,027 $257K 0.02% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,527 shares; 2024Q4: 13,147 shares; 2025Q1: 13,147 shares; 2025Q2: 12,897 shares; 2025Q3: 10,152 shares; 2025Q4: 9,732 shares; 2026Q1: 6,799 shares 6,799 $255K 0.02% -2,933 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: not reported; 2024Q4: 2,787 shares; 2025Q1: 2,748 shares; 2025Q2: 2,749 shares; 2025Q3: 2,655 shares; 2025Q4: 1,218 shares; 2026Q1: 1,218 shares 1,218 $253K 0.02% 0 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,551 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,600 shares 2,600 $243K 0.02% +400 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: 2,263 shares; 2024Q4: 2,264 shares; 2025Q1: 1,314 shares; 2025Q2: 1,224 shares; 2025Q3: 1,161 shares; 2025Q4: 1,173 shares; 2026Q1: 1,173 shares 1,173 $242K 0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,028 shares; 2024Q4: 7,583 shares; 2025Q1: 6,778 shares; 2025Q2: 6,778 shares; 2025Q3: 6,707 shares; 2025Q4: 5,934 shares; 2026Q1: 5,934 shares 5,934 $242K 0.01% 0 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 441 shares 441 $240K 0.01% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,883 shares; 2026Q1: 4,883 shares 4,883 $232K 0.01% 0 Timeline XSOE 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: 8,976 shares; 2024Q4: 8,661 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,745 shares; 2025Q4: 5,745 shares; 2026Q1: 5,745 shares 5,745 $230K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,246 shares; 2025Q4: 1,246 shares; 2026Q1: 1,246 shares 1,246 $230K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,856 shares; 2024Q4: 4,375 shares; 2025Q1: 1,995 shares; 2025Q2: 1,434 shares; 2025Q3: 1,291 shares; 2025Q4: 1,291 shares; 2026Q1: 1,091 shares 1,091 $227K 0.01% -200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,122 shares 3,122 $226K 0.01% new 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: not reported; 2025Q4: 664 shares; 2026Q1: 649 shares 649 $219K 0.01% -15 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: 951 shares; 2024Q4: 951 shares; 2025Q1: 763 shares; 2025Q2: 763 shares; 2025Q3: 751 shares; 2025Q4: not reported; 2026Q1: 751 shares 751 $218K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,079 shares; 2025Q3: 2,079 shares; 2025Q4: not reported; 2026Q1: 1,655 shares 1,655 $217K 0.01% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 523 shares; 2025Q3: 523 shares; 2025Q4: 515 shares; 2026Q1: 519 shares 519 $216K 0.01% +4 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,558 shares; 2024Q4: not reported; 2025Q1: 4,558 shares; 2025Q2: not reported; 2025Q3: 4,558 shares; 2025Q4: not reported; 2026Q1: 4,558 shares 4,558 $207K 0.01% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,247 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares; 2026Q1: 1,022 shares 1,022 $202K 0.01% -125 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,089 shares 1,089 $202K 0.01% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,026 shares; 2025Q2: 2,026 shares; 2025Q3: 2,026 shares; 2025Q4: 2,026 shares; 2026Q1: 2,026 shares 2,026 $201K 0.01% 0 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: 3,435 shares 3,435 $201K 0.01% new Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,350 shares; 2024Q4: 15,350 shares; 2025Q1: 15,300 shares; 2025Q2: 14,300 shares; 2025Q3: 14,250 shares; 2025Q4: 14,250 shares; 2026Q1: 14,250 shares 14,250 $169K 0.01% 0 Timeline BBHL BBH TR More: the full row for BBH 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: 10,965 shares; 2026Q1: 10,965 shares 10,965 $165K 0.01% 0 Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,147 shares; 2024Q4: 36,147 shares; 2025Q1: 36,147 shares; 2025Q2: 36,147 shares; 2025Q3: 36,147 shares; 2025Q4: 21,690 shares; 2026Q1: 21,690 shares 21,690 $109K 0.01% 0 Timeline