AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 353,478 shares; 2025Q1: 348,745 shares; 2025Q2: 343,421 shares; 2025Q3: 341,453 shares; 2025Q4: 331,417 shares; 2026Q1: 325,457 shares; 2026Q2: 330,559 shares 330,559 $95.7M 6.13% +5,102 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 166,742 shares; 2025Q1: 160,848 shares; 2025Q2: 159,842 shares; 2025Q3: 157,966 shares; 2025Q4: 155,276 shares; 2026Q1: 151,671 shares; 2026Q2: 143,740 shares 143,740 $51.4M 3.29% -7,931 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 151,446 shares; 2025Q1: 151,647 shares; 2025Q2: 150,382 shares; 2025Q3: 149,357 shares; 2025Q4: 148,341 shares; 2026Q1: 148,446 shares; 2026Q2: 127,919 shares 127,919 $47.7M 3.06% -20,527 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 465,811 shares; 2025Q1: 468,500 shares; 2025Q2: 467,090 shares; 2025Q3: 483,733 shares; 2025Q4: 572,566 shares; 2026Q1: 569,512 shares; 2026Q2: 604,397 shares 604,397 $46.6M 2.98% +34,885 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; 2024Q3: restricted; 2024Q4: 220,937 shares; 2025Q1: 216,571 shares; 2025Q2: 216,231 shares; 2025Q3: 217,536 shares; 2025Q4: 216,579 shares; 2026Q1: 216,151 shares; 2026Q2: 187,755 shares 187,755 $44.7M 2.87% -28,396 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 224,986 shares; 2025Q1: 229,445 shares; 2025Q2: 224,302 shares; 2025Q3: 221,765 shares; 2025Q4: 218,696 shares; 2026Q1: 211,712 shares; 2026Q2: 219,225 shares 219,225 $43.9M 2.81% +7,513 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 149,019 shares; 2025Q1: 145,397 shares; 2025Q2: 143,042 shares; 2025Q3: 140,774 shares; 2025Q4: 136,862 shares; 2026Q1: 135,712 shares; 2026Q2: 122,759 shares 122,759 $43.4M 2.78% -12,953 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 113,707 shares; 2025Q2: 113,424 shares; 2025Q3: not reported; 2025Q4: 109,904 shares; 2026Q1: 102,345 shares; 2026Q2: 96,662 shares 96,662 $41.9M 2.68% -5,683 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; 2024Q3: restricted; 2024Q4: 43,435 shares; 2025Q1: 43,109 shares; 2025Q2: 42,405 shares; 2025Q3: 42,065 shares; 2025Q4: 42,242 shares; 2026Q1: 41,615 shares; 2026Q2: 42,112 shares 42,112 $39.4M 2.52% +497 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; 2024Q3: restricted; 2024Q4: 75,408 shares; 2025Q1: 76,170 shares; 2025Q2: 76,308 shares; 2025Q3: 73,561 shares; 2025Q4: 73,700 shares; 2026Q1: 73,763 shares; 2026Q2: 59,803 shares 59,803 $29.9M 1.92% -13,960 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 84,628 shares; 2025Q1: 82,907 shares; 2025Q2: 82,257 shares; 2025Q3: 81,331 shares; 2025Q4: 81,775 shares; 2026Q1: 80,638 shares; 2026Q2: 82,599 shares 82,599 $28.3M 1.82% +1,961 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 140,678 shares; 2025Q1: 137,837 shares; 2025Q2: 137,495 shares; 2025Q3: 139,418 shares; 2025Q4: 139,975 shares; 2026Q1: 140,640 shares; 2026Q2: 141,366 shares 141,366 $24.9M 1.6% +726 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 46,450 shares; 2025Q1: 46,583 shares; 2025Q2: 47,164 shares; 2025Q3: 46,923 shares; 2025Q4: 47,766 shares; 2026Q1: 47,806 shares; 2026Q2: 48,988 shares 48,988 $24.6M 1.57% +1,182 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,782 shares; 2025Q1: 20,695 shares; 2025Q2: 20,609 shares; 2025Q3: 22,597 shares; 2025Q4: 23,986 shares; 2026Q1: 22,869 shares; 2026Q2: 30,863 shares 30,863 $23.1M 1.48% +7,994 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; 2024Q3: restricted; 2024Q4: 40,275 shares; 2025Q1: 42,487 shares; 2025Q2: 43,546 shares; 2025Q3: 43,973 shares; 2025Q4: 44,630 shares; 2026Q1: 45,250 shares; 2026Q2: 47,776 shares 47,776 $22.8M 1.46% +2,526 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,942 shares; 2025Q1: 19,641 shares; 2025Q2: 19,700 shares; 2025Q3: 19,649 shares; 2025Q4: 19,766 shares; 2026Q1: 19,613 shares; 2026Q2: 19,420 shares 19,420 $22M 1.41% -193 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; 2024Q3: restricted; 2024Q4: 30,365 shares; 2025Q1: 28,932 shares; 2025Q2: 29,133 shares; 2025Q3: 28,446 shares; 2025Q4: 29,745 shares; 2026Q1: 29,462 shares; 2026Q2: 29,237 shares 29,237 $21.8M 1.4% -225 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; 2024Q3: restricted; 2024Q4: 112,302 shares; 2025Q1: 137,939 shares; 2025Q2: 165,560 shares; 2025Q3: 290,951 shares; 2025Q4: 434,038 shares; 2026Q1: 444,095 shares; 2026Q2: 411,749 shares 411,749 $20.8M 1.33% -32,346 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 206,406 shares; 2025Q1: 206,591 shares; 2025Q2: 206,772 shares; 2025Q3: 157,195 shares; 2025Q4: 146,382 shares; 2026Q1: 136,684 shares; 2026Q2: 136,354 shares 136,354 $20.2M 1.3% -330 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,916 shares; 2025Q4: 135,006 shares; 2026Q1: 189,835 shares; 2026Q2: 222,217 shares 222,217 $19.8M 1.27% +32,382 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75,781 shares; 2025Q1: 76,191 shares; 2025Q2: 76,607 shares; 2025Q3: 76,241 shares; 2025Q4: 76,136 shares; 2026Q1: 68,656 shares; 2026Q2: 70,154 shares 70,154 $19.5M 1.25% +1,498 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; 2024Q3: restricted; 2024Q4: 47,855 shares; 2025Q1: 48,314 shares; 2025Q2: 49,664 shares; 2025Q3: 49,956 shares; 2025Q4: 51,232 shares; 2026Q1: 52,383 shares; 2026Q2: 55,809 shares 55,809 $18.3M 1.17% +3,426 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; 2024Q3: restricted; 2024Q4: 81,162 shares; 2025Q1: 81,727 shares; 2025Q2: 84,726 shares; 2025Q3: 86,887 shares; 2025Q4: 87,938 shares; 2026Q1: 88,429 shares; 2026Q2: 91,504 shares 91,504 $17.4M 1.12% +3,075 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; 2024Q3: restricted; 2024Q4: 39,312 shares; 2025Q1: 41,535 shares; 2025Q2: 43,361 shares; 2025Q3: 44,864 shares; 2025Q4: 46,629 shares; 2026Q1: 47,614 shares; 2026Q2: 50,219 shares 50,219 $17.1M 1.1% +2,605 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,038 shares; 2025Q1: 40,870 shares; 2025Q2: 43,104 shares; 2025Q3: 41,813 shares; 2025Q4: 42,179 shares; 2026Q1: 40,625 shares; 2026Q2: 40,621 shares 40,621 $16.6M 1.07% -4 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 43,514 shares; 2025Q1: 43,570 shares; 2025Q2: 44,657 shares; 2025Q3: 45,125 shares; 2025Q4: 45,623 shares; 2026Q1: 45,836 shares; 2026Q2: 45,813 shares 45,813 $16.6M 1.06% -23 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 47,297 shares; 2025Q1: 47,531 shares; 2025Q2: 47,782 shares; 2025Q3: 47,485 shares; 2025Q4: 47,773 shares; 2026Q1: 47,879 shares; 2026Q2: 49,754 shares 49,754 $15.7M 1% +1,875 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; 2024Q3: restricted; 2024Q4: 484,537 shares; 2025Q1: 496,108 shares; 2025Q2: 478,119 shares; 2025Q3: 495,381 shares; 2025Q4: 507,999 shares; 2026Q1: 459,831 shares; 2026Q2: 443,638 shares 443,638 $15M 0.96% -16,193 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 107,790 shares; 2025Q1: 107,910 shares; 2025Q2: 108,028 shares; 2025Q3: 108,150 shares; 2025Q4: 108,263 shares; 2026Q1: 108,356 shares; 2026Q2: 108,453 shares 108,453 $14.9M 0.96% +97 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 93,515 shares; 2025Q1: 93,464 shares; 2025Q2: 113,237 shares; 2025Q3: 126,777 shares; 2025Q4: 144,513 shares; 2026Q1: 154,107 shares; 2026Q2: 153,211 shares 153,211 $14.8M 0.95% -896 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; 2024Q3: restricted; 2024Q4: 38,355 shares; 2025Q1: 38,388 shares; 2025Q2: 39,145 shares; 2025Q3: 39,990 shares; 2025Q4: 39,983 shares; 2026Q1: 41,299 shares; 2026Q2: 41,743 shares 41,743 $14.7M 0.94% +444 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; 2024Q3: restricted; 2024Q4: 80,306 shares; 2025Q1: 80,799 shares; 2025Q2: 81,397 shares; 2025Q3: 81,171 shares; 2025Q4: 82,047 shares; 2026Q1: 81,532 shares; 2026Q2: 81,421 shares 81,421 $12.3M 0.79% -111 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 82,149 shares; 2025Q1: 87,093 shares; 2025Q2: 90,498 shares; 2025Q3: 93,229 shares; 2025Q4: 98,286 shares; 2026Q1: 99,129 shares; 2026Q2: 107,297 shares 107,297 $12.2M 0.78% +8,168 Timeline EQWL 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,861 shares; 2025Q4: 58,340 shares; 2026Q1: 78,526 shares; 2026Q2: 90,021 shares 90,021 $11.6M 0.74% +11,495 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; 2024Q3: restricted; 2024Q4: 6,293 shares; 2025Q1: 6,868 shares; 2025Q2: 7,139 shares; 2025Q3: 7,451 shares; 2025Q4: 8,028 shares; 2026Q1: 8,516 shares; 2026Q2: 9,488 shares 9,488 $11.4M 0.73% +972 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 312,008 shares; 2025Q1: 312,008 shares; 2025Q2: 312,008 shares; 2025Q3: 312,008 shares; 2025Q4: 318,518 shares; 2026Q1: 318,518 shares; 2026Q2: 347,395 shares 347,395 $11.2M 0.72% +28,877 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,764 shares; 2025Q1: 16,830 shares; 2025Q2: 16,640 shares; 2025Q3: 16,470 shares; 2025Q4: 16,413 shares; 2026Q1: 15,988 shares; 2026Q2: 15,590 shares 15,590 $11.1M 0.71% -398 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,049 shares; 2025Q1: 30,361 shares; 2025Q2: 30,330 shares; 2025Q3: 29,980 shares; 2025Q4: 29,704 shares; 2026Q1: 27,810 shares; 2026Q2: 25,480 shares 25,480 $10.8M 0.69% -2,330 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 65,797 shares; 2025Q1: 68,354 shares; 2025Q2: 70,447 shares; 2025Q3: 73,319 shares; 2025Q4: 74,439 shares; 2026Q1: 68,734 shares; 2026Q2: 68,606 shares 68,606 $10.5M 0.68% -128 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; 2024Q3: restricted; 2024Q4: 345,864 shares; 2025Q1: 347,758 shares; 2025Q2: 352,222 shares; 2025Q3: 321,159 shares; 2025Q4: 318,815 shares; 2026Q1: 312,198 shares; 2026Q2: 320,655 shares 320,655 $10.2M 0.65% +8,457 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 79,924 shares; 2025Q1: 79,012 shares; 2025Q2: 86,957 shares; 2025Q3: 98,614 shares; 2025Q4: 114,425 shares; 2026Q1: 120,029 shares; 2026Q2: 122,535 shares 122,535 $10.2M 0.65% +2,506 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; 2024Q3: restricted; 2024Q4: 35,973 shares; 2025Q1: 36,281 shares; 2025Q2: 35,846 shares; 2025Q3: 35,257 shares; 2025Q4: 35,687 shares; 2026Q1: 35,277 shares; 2026Q2: 36,951 shares 36,951 $10.1M 0.64% +1,674 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; 2024Q3: restricted; 2024Q4: 16,342 shares; 2025Q1: 17,849 shares; 2025Q2: 18,640 shares; 2025Q3: 19,340 shares; 2025Q4: 20,517 shares; 2026Q1: 21,810 shares; 2026Q2: 23,468 shares 23,468 $10M 0.64% +1,658 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; 2024Q3: restricted; 2024Q4: 100,356 shares; 2025Q1: 102,635 shares; 2025Q2: 102,475 shares; 2025Q3: 101,727 shares; 2025Q4: 102,792 shares; 2026Q1: 104,995 shares; 2026Q2: 110,729 shares 110,729 $9.72M 0.62% +5,734 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,686 shares; 2025Q1: 36,182 shares; 2025Q2: 36,212 shares; 2025Q3: 35,903 shares; 2025Q4: 36,593 shares; 2026Q1: 36,951 shares; 2026Q2: 37,440 shares 37,440 $9.42M 0.6% +489 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 47,621 shares; 2025Q1: 46,788 shares; 2025Q2: 46,893 shares; 2025Q3: 46,728 shares; 2025Q4: 47,097 shares; 2026Q1: 48,854 shares; 2026Q2: 48,845 shares 48,845 $9.27M 0.59% -9 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,940 shares; 2025Q1: 21,771 shares; 2025Q2: 21,981 shares; 2025Q3: 22,043 shares; 2025Q4: 22,237 shares; 2026Q1: 22,411 shares; 2026Q2: 23,162 shares 23,162 $9.21M 0.59% +751 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 69,904 shares; 2025Q1: 68,405 shares; 2025Q2: 67,411 shares; 2025Q3: 66,260 shares; 2025Q4: 65,597 shares; 2026Q1: 64,316 shares; 2026Q2: 62,632 shares 62,632 $9.18M 0.59% -1,684 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 137,951 shares; 2025Q1: 136,591 shares; 2025Q2: 139,581 shares; 2025Q3: 139,490 shares; 2025Q4: 178,474 shares; 2026Q1: 178,731 shares; 2026Q2: 181,509 shares 181,509 $9.15M 0.59% +2,778 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; 2024Q3: restricted; 2024Q4: 87,538 shares; 2025Q1: 104,942 shares; 2025Q2: 99,875 shares; 2025Q3: 105,882 shares; 2025Q4: 115,968 shares; 2026Q1: 124,372 shares; 2026Q2: 165,574 shares 165,574 $8.44M 0.54% +41,202 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 42,613 shares; 2025Q1: 45,670 shares; 2025Q2: 47,481 shares; 2025Q3: 47,467 shares; 2025Q4: 50,255 shares; 2026Q1: 45,461 shares; 2026Q2: 69,844 shares 69,844 $8.31M 0.53% +24,383 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75,428 shares; 2025Q1: 77,675 shares; 2025Q2: 76,170 shares; 2025Q3: 78,406 shares; 2025Q4: 76,955 shares; 2026Q1: 78,597 shares; 2026Q2: 82,205 shares 82,205 $8.29M 0.53% +3,608 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; 2024Q3: restricted; 2024Q4: 14,000 shares; 2025Q1: 13,759 shares; 2025Q2: 13,806 shares; 2025Q3: 13,696 shares; 2025Q4: 13,691 shares; 2026Q1: 14,181 shares; 2026Q2: 14,567 shares 14,567 $8.21M 0.53% +386 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 35,156 shares; 2025Q1: 35,291 shares; 2025Q2: 35,438 shares; 2025Q3: 35,584 shares; 2025Q4: 35,748 shares; 2026Q1: 35,879 shares; 2026Q2: 36,017 shares 36,017 $8.18M 0.52% +138 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,533 shares; 2025Q1: 21,211 shares; 2025Q2: 21,172 shares; 2025Q3: 21,174 shares; 2025Q4: 21,385 shares; 2026Q1: 21,086 shares; 2026Q2: 21,071 shares 21,071 $7.87M 0.5% -15 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,554 shares; 2025Q1: 19,134 shares; 2025Q2: 19,638 shares; 2025Q3: 20,295 shares; 2025Q4: 20,478 shares; 2026Q1: 21,362 shares; 2026Q2: 21,709 shares 21,709 $7.87M 0.5% +347 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,047 shares; 2025Q1: 24,233 shares; 2025Q2: 25,944 shares; 2025Q3: 26,181 shares; 2025Q4: 26,726 shares; 2026Q1: 26,143 shares; 2026Q2: 25,841 shares 25,841 $7.76M 0.5% -302 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,414 shares; 2025Q1: 18,326 shares; 2025Q2: 18,777 shares; 2025Q3: 18,558 shares; 2025Q4: 17,400 shares; 2026Q1: 17,963 shares; 2026Q2: 19,251 shares 19,251 $7.27M 0.47% +1,288 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,047 shares; 2025Q1: 28,092 shares; 2025Q2: 28,006 shares; 2025Q3: 27,137 shares; 2025Q4: 26,930 shares; 2026Q1: 26,369 shares; 2026Q2: 26,517 shares 26,517 $7.17M 0.46% +148 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; 2024Q3: restricted; 2024Q4: 4,236 shares; 2025Q1: 4,520 shares; 2025Q2: 4,695 shares; 2025Q3: 4,808 shares; 2025Q4: 5,009 shares; 2026Q1: 5,138 shares; 2026Q2: 5,236 shares 5,236 $7.12M 0.46% +98 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 112,514 shares; 2025Q1: 122,152 shares; 2025Q2: 144,493 shares; 2025Q3: 146,558 shares; 2025Q4: 197,478 shares; 2026Q1: 215,514 shares; 2026Q2: 229,347 shares 229,347 $6.75M 0.43% +13,833 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; 2024Q3: restricted; 2024Q4: 11,980 shares; 2025Q1: 15,980 shares; 2025Q2: 16,128 shares; 2025Q3: 12,313 shares; 2025Q4: 11,790 shares; 2026Q1: 10,583 shares; 2026Q2: 9,420 shares 9,420 $6.47M 0.41% -1,163 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,249 shares; 2025Q1: 6,882 shares; 2025Q2: 5,599 shares; 2025Q3: 5,600 shares; 2025Q4: 5,694 shares; 2026Q1: 5,381 shares; 2026Q2: 5,392 shares 5,392 $6.33M 0.41% +11 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,232 shares; 2025Q1: 28,490 shares; 2025Q2: 26,957 shares; 2025Q3: 26,258 shares; 2025Q4: 24,355 shares; 2026Q1: 24,259 shares; 2026Q2: 24,249 shares 24,249 $6.16M 0.39% -10 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,950 shares; 2025Q1: 16,370 shares; 2025Q2: 16,418 shares; 2025Q3: 16,618 shares; 2025Q4: 16,615 shares; 2026Q1: 16,485 shares; 2026Q2: 16,270 shares 16,270 $5.99M 0.38% -215 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,114 shares; 2026Q2: 19,750 shares 19,750 $5.98M 0.38% +8,636 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,038 shares; 2025Q1: 5,083 shares; 2025Q2: 6,607 shares; 2025Q3: 7,033 shares; 2025Q4: 74,291 shares; 2026Q1: 80,616 shares; 2026Q2: 83,281 shares 83,281 $5.95M 0.38% +2,665 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; 2024Q3: restricted; 2024Q4: 6,738 shares; 2025Q1: 7,190 shares; 2025Q2: 7,193 shares; 2025Q3: 7,451 shares; 2025Q4: 9,296 shares; 2026Q1: 9,306 shares; 2026Q2: 7,955 shares 7,955 $5.86M 0.38% -1,351 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,011 shares; 2025Q1: 16,011 shares; 2025Q2: 15,716 shares; 2025Q3: 15,717 shares; 2025Q4: 15,713 shares; 2026Q1: 15,713 shares; 2026Q2: 15,722 shares 15,722 $5.83M 0.37% +9 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; 2024Q3: restricted; 2024Q4: 10,444 shares; 2025Q1: 10,444 shares; 2025Q2: 10,444 shares; 2025Q3: 10,444 shares; 2025Q4: 10,444 shares; 2026Q1: 10,447 shares; 2026Q2: 5,721 shares 5,721 $5.79M 0.37% -4,726 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 81,863 shares; 2025Q1: 81,836 shares; 2025Q2: 52,421 shares; 2025Q3: 48,028 shares; 2025Q4: 44,377 shares; 2026Q1: 43,434 shares; 2026Q2: 42,416 shares 42,416 $5.74M 0.37% -1,018 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,116 shares; 2025Q1: 5,397 shares; 2025Q2: 5,661 shares; 2025Q3: 5,714 shares; 2025Q4: 28,933 shares; 2026Q1: 55,116 shares; 2026Q2: 56,350 shares 56,350 $5.59M 0.36% +1,234 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; 2024Q3: restricted; 2024Q4: 36,702 shares; 2025Q1: 35,661 shares; 2025Q2: 35,380 shares; 2025Q3: 34,856 shares; 2025Q4: 34,471 shares; 2026Q1: 33,518 shares; 2026Q2: 33,433 shares 33,433 $5.34M 0.34% -85 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,515 shares; 2026Q2: 129,073 shares 129,073 $5.29M 0.34% +38,558 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 47,964 shares; 2025Q1: 47,391 shares; 2025Q2: 47,473 shares; 2025Q3: 46,372 shares; 2025Q4: 45,909 shares; 2026Q1: 44,958 shares; 2026Q2: 44,891 shares 44,891 $5.26M 0.34% -67 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,815 shares; 2025Q1: 32,922 shares; 2025Q2: 30,031 shares; 2025Q3: 30,504 shares; 2025Q4: 29,783 shares; 2026Q1: 31,056 shares; 2026Q2: 31,704 shares 31,704 $5.26M 0.34% +648 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,999 shares; 2025Q1: 25,859 shares; 2025Q2: 27,328 shares; 2025Q3: 29,315 shares; 2025Q4: 31,756 shares; 2026Q1: 30,936 shares; 2026Q2: 31,079 shares 31,079 $5.21M 0.33% +143 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,251 shares; 2025Q1: 20,512 shares; 2025Q2: 20,596 shares; 2025Q3: 20,848 shares; 2025Q4: 20,696 shares; 2026Q1: 21,617 shares; 2026Q2: 19,359 shares 19,359 $5.05M 0.32% -2,258 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,711 shares; 2026Q2: 67,396 shares 67,396 $4.94M 0.32% +36,685 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; 2024Q3: restricted; 2024Q4: 27,000 shares; 2025Q1: 38,172 shares; 2025Q2: 30,681 shares; 2025Q3: 37,541 shares; 2025Q4: 44,862 shares; 2026Q1: 52,587 shares; 2026Q2: 55,978 shares 55,978 $4.92M 0.32% +3,391 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; 2024Q3: restricted; 2024Q4: 31,002 shares; 2025Q1: 29,699 shares; 2025Q2: 29,605 shares; 2025Q3: 19,055 shares; 2025Q4: 18,240 shares; 2026Q1: 17,409 shares; 2026Q2: 11,642 shares 11,642 $4.84M 0.31% -5,767 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,608 shares; 2025Q1: 22,720 shares; 2025Q2: 22,608 shares; 2025Q3: 22,608 shares; 2025Q4: 22,233 shares; 2026Q1: 22,293 shares; 2026Q2: 22,118 shares 22,118 $4.62M 0.3% -175 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,767 shares; 2025Q1: 9,737 shares; 2025Q2: 9,472 shares; 2025Q3: 8,987 shares; 2025Q4: 8,934 shares; 2026Q1: 8,841 shares; 2026Q2: 8,900 shares 8,900 $4.62M 0.3% +59 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 65,962 shares; 2025Q1: 68,611 shares; 2025Q2: 68,888 shares; 2025Q3: 65,542 shares; 2025Q4: 63,797 shares; 2026Q1: 62,853 shares; 2026Q2: 58,664 shares 58,664 $4.55M 0.29% -4,189 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; 2024Q3: restricted; 2024Q4: 72,367 shares; 2025Q1: 71,857 shares; 2025Q2: 73,074 shares; 2025Q3: 73,129 shares; 2025Q4: 84,996 shares; 2026Q1: 86,182 shares; 2026Q2: 87,743 shares 87,743 $4.54M 0.29% +1,561 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,664 shares; 2025Q3: not reported; 2025Q4: 47,856 shares; 2026Q1: 79,201 shares; 2026Q2: 89,929 shares 89,929 $4.54M 0.29% +10,728 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,812 shares; 2025Q1: 15,781 shares; 2025Q2: 17,779 shares; 2025Q3: 21,134 shares; 2025Q4: 27,414 shares; 2026Q1: 72,504 shares; 2026Q2: 83,954 shares 83,954 $4.46M 0.29% +11,450 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; 2024Q3: restricted; 2024Q4: 36,914 shares; 2025Q1: 36,892 shares; 2025Q2: 36,290 shares; 2025Q3: 35,104 shares; 2025Q4: 33,329 shares; 2026Q1: 32,321 shares; 2026Q2: 29,925 shares 29,925 $4.39M 0.28% -2,396 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; 2024Q3: restricted; 2024Q4: 31,861 shares; 2025Q1: 31,773 shares; 2025Q2: 31,701 shares; 2025Q3: 31,173 shares; 2025Q4: 31,035 shares; 2026Q1: 31,710 shares; 2026Q2: 31,824 shares 31,824 $4.35M 0.28% +114 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; 2024Q3: restricted; 2024Q4: 12,003 shares; 2025Q1: 12,517 shares; 2025Q2: 12,062 shares; 2025Q3: 12,180 shares; 2025Q4: 12,536 shares; 2026Q1: 13,062 shares; 2026Q2: 14,799 shares 14,799 $4.3M 0.28% +1,737 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,079 shares; 2025Q2: 14,158 shares; 2025Q3: 15,557 shares; 2025Q4: 17,020 shares; 2026Q1: 18,184 shares; 2026Q2: 18,819 shares 18,819 $4.27M 0.27% +635 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,545 shares; 2025Q1: 29,523 shares; 2025Q2: 29,524 shares; 2025Q3: 29,524 shares; 2025Q4: 29,450 shares; 2026Q1: 29,422 shares; 2026Q2: 29,659 shares 29,659 $4.15M 0.27% +237 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,778 shares; 2025Q1: 28,161 shares; 2025Q2: 27,857 shares; 2025Q3: 27,854 shares; 2025Q4: 28,132 shares; 2026Q1: 28,467 shares; 2026Q2: 29,328 shares 29,328 $3.97M 0.25% +861 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,886 shares; 2025Q1: 1,939 shares; 2025Q2: 2,546 shares; 2025Q3: 3,140 shares; 2025Q4: 3,724 shares; 2026Q1: 4,276 shares; 2026Q2: 4,966 shares 4,966 $3.95M 0.25% +690 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45,787 shares; 2025Q1: 44,008 shares; 2025Q2: 43,919 shares; 2025Q3: 42,985 shares; 2025Q4: 42,156 shares; 2026Q1: 40,076 shares; 2026Q2: 38,912 shares 38,912 $3.77M 0.24% -1,164 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; 2024Q3: restricted; 2024Q4: 10,675 shares; 2025Q1: 9,698 shares; 2025Q2: 11,123 shares; 2025Q3: 10,812 shares; 2025Q4: 10,902 shares; 2026Q1: 10,745 shares; 2026Q2: 9,806 shares 9,806 $3.63M 0.23% -939 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; 2024Q3: restricted; 2024Q4: 10,427 shares; 2025Q1: 10,813 shares; 2025Q2: 11,009 shares; 2025Q3: 11,044 shares; 2025Q4: 11,469 shares; 2026Q1: 11,925 shares; 2026Q2: 15,434 shares 15,434 $3.44M 0.22% +3,509 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,460 shares; 2025Q1: 34,660 shares; 2025Q2: 39,857 shares; 2025Q3: 40,047 shares; 2025Q4: 48,327 shares; 2026Q1: 57,687 shares; 2026Q2: 67,612 shares 67,612 $3.41M 0.22% +9,925 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 77,713 shares; 2025Q1: 85,477 shares; 2025Q2: 99,318 shares; 2025Q3: 53,230 shares; 2025Q4: 59,471 shares; 2026Q1: 61,593 shares; 2026Q2: 64,272 shares 64,272 $3.37M 0.22% +2,679 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; 2024Q3: restricted; 2024Q4: 46,105 shares; 2025Q1: 46,027 shares; 2025Q2: 45,990 shares; 2025Q3: 45,685 shares; 2025Q4: 44,915 shares; 2026Q1: 44,478 shares; 2026Q2: 44,381 shares 44,381 $3.26M 0.21% -97 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,292 shares; 2025Q1: 4,165 shares; 2025Q2: 4,251 shares; 2025Q3: 4,161 shares; 2025Q4: 4,120 shares; 2026Q1: 4,735 shares; 2026Q2: 6,219 shares 6,219 $3.19M 0.2% +1,484 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,072 shares; 2025Q2: 3,140 shares; 2025Q3: not reported; 2025Q4: 3,203 shares; 2026Q1: 3,225 shares; 2026Q2: 3,223 shares 3,223 $3.1M 0.2% -2 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,830 shares; 2025Q1: 8,790 shares; 2025Q2: 8,852 shares; 2025Q3: 9,056 shares; 2025Q4: 8,998 shares; 2026Q1: 8,971 shares; 2026Q2: 8,846 shares 8,846 $3.04M 0.19% -125 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 95,507 shares; 2025Q1: 97,279 shares; 2025Q2: 99,482 shares; 2025Q3: 105,018 shares; 2025Q4: 105,525 shares; 2026Q1: 105,412 shares; 2026Q2: 104,866 shares 104,866 $3.04M 0.19% -546 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,117 shares; 2025Q1: 10,575 shares; 2025Q2: 10,575 shares; 2025Q3: 10,575 shares; 2025Q4: 10,460 shares; 2026Q1: 9,175 shares; 2026Q2: 9,175 shares 9,175 $3.03M 0.19% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 245 shares; 2025Q1: 259 shares; 2025Q2: 3,885 shares; 2025Q3: 4,185 shares; 2025Q4: 28,086 shares; 2026Q1: 31,464 shares; 2026Q2: 32,914 shares 32,914 $3.03M 0.19% +1,450 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,526 shares; 2025Q1: 27,977 shares; 2025Q2: 27,813 shares; 2025Q3: 27,799 shares; 2025Q4: 27,499 shares; 2026Q1: 27,432 shares; 2026Q2: 26,691 shares 26,691 $2.98M 0.19% -741 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,280 shares; 2025Q2: 5,270 shares; 2025Q3: 5,647 shares; 2025Q4: 8,014 shares; 2026Q1: 33,351 shares; 2026Q2: 57,387 shares 57,387 $2.9M 0.19% +24,036 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 82,270 shares; 2025Q1: 89,228 shares; 2025Q2: 103,048 shares; 2025Q3: 111,463 shares; 2025Q4: 120,568 shares; 2026Q1: 57,210 shares; 2026Q2: 54,978 shares 54,978 $2.72M 0.17% -2,232 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,060 shares; 2025Q1: 28,232 shares; 2025Q2: 59,977 shares; 2025Q3: 58,937 shares; 2025Q4: 56,747 shares; 2026Q1: 56,328 shares; 2026Q2: 56,190 shares 56,190 $2.7M 0.17% -138 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,966 shares; 2025Q1: 24,805 shares; 2025Q2: 24,505 shares; 2025Q3: 24,535 shares; 2025Q4: 24,535 shares; 2026Q1: 23,048 shares; 2026Q2: 7,992 shares 7,992 $2.65M 0.17% -15,056 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 756 shares; 2025Q1: 784 shares; 2025Q2: 813 shares; 2025Q3: 817 shares; 2025Q4: 846 shares; 2026Q1: 824 shares; 2026Q2: 811 shares 811 $2.59M 0.17% -13 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; 2024Q3: restricted; 2024Q4: 23,063 shares; 2025Q1: 23,373 shares; 2025Q2: 22,935 shares; 2025Q3: 22,935 shares; 2025Q4: 22,835 shares; 2026Q1: 22,733 shares; 2026Q2: 22,047 shares 22,047 $2.59M 0.17% -686 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; 2024Q3: restricted; 2024Q4: 30,626 shares; 2025Q1: 29,961 shares; 2025Q2: 29,862 shares; 2025Q3: 29,372 shares; 2025Q4: 28,231 shares; 2026Q1: 27,726 shares; 2026Q2: 26,709 shares 26,709 $2.57M 0.16% -1,017 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51,648 shares; 2025Q1: 53,285 shares; 2025Q2: 47,047 shares; 2025Q3: 44,861 shares; 2025Q4: 32,383 shares; 2026Q1: 30,184 shares; 2026Q2: 24,434 shares 24,434 $2.54M 0.16% -5,750 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,892 shares; 2025Q1: 13,165 shares; 2025Q2: 13,472 shares; 2025Q3: 13,968 shares; 2025Q4: 14,183 shares; 2026Q1: 14,335 shares; 2026Q2: 14,371 shares 14,371 $2.43M 0.16% +36 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,809 shares; 2025Q1: 7,822 shares; 2025Q2: 11,372 shares; 2025Q3: 11,252 shares; 2025Q4: 10,808 shares; 2026Q1: 10,808 shares; 2026Q2: 10,933 shares 10,933 $2.4M 0.15% +125 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; 2024Q3: restricted; 2024Q4: 4,850 shares; 2025Q1: 4,850 shares; 2025Q2: 4,578 shares; 2025Q3: 4,604 shares; 2025Q4: 4,805 shares; 2026Q1: 3,654 shares; 2026Q2: 3,254 shares 3,254 $2.35M 0.15% -400 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,244 shares; 2025Q1: 18,458 shares; 2025Q2: 17,085 shares; 2025Q3: 16,091 shares; 2025Q4: 16,162 shares; 2026Q1: 15,921 shares; 2026Q2: 15,464 shares 15,464 $2.19M 0.14% -457 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; 2024Q3: restricted; 2024Q4: 33,049 shares; 2025Q1: 31,992 shares; 2025Q2: 29,839 shares; 2025Q3: 25,701 shares; 2025Q4: 25,701 shares; 2026Q1: 25,701 shares; 2026Q2: 25,585 shares 25,585 $2.11M 0.14% -116 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,119 shares; 2025Q1: 12,236 shares; 2025Q2: 12,786 shares; 2025Q3: 10,383 shares; 2025Q4: 10,564 shares; 2026Q1: 16,293 shares; 2026Q2: 18,647 shares 18,647 $2.09M 0.13% +2,354 Timeline PBE 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; 2024Q3: restricted; 2024Q4: 24,506 shares; 2025Q1: 24,506 shares; 2025Q2: 24,256 shares; 2025Q3: 24,286 shares; 2025Q4: 24,381 shares; 2026Q1: 24,386 shares; 2026Q2: 23,136 shares 23,136 $2.07M 0.13% -1,250 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,173 shares; 2025Q1: 43,670 shares; 2025Q2: 46,640 shares; 2025Q3: 41,298 shares; 2025Q4: 44,495 shares; 2026Q1: 29,906 shares; 2026Q2: 27,316 shares 27,316 $2.06M 0.13% -2,590 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; 2024Q3: restricted; 2024Q4: 5,961 shares; 2025Q1: 5,967 shares; 2025Q2: 5,978 shares; 2025Q3: 5,960 shares; 2025Q4: 5,917 shares; 2026Q1: 5,928 shares; 2026Q2: 6,067 shares 6,067 $2.05M 0.13% +139 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65,000 shares 65,000 $2.02M 0.13% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,586 shares; 2025Q1: 15,509 shares; 2025Q2: 16,829 shares; 2025Q3: 16,904 shares; 2025Q4: 16,464 shares; 2026Q1: 16,455 shares; 2026Q2: 10,044 shares 10,044 $2.02M 0.13% -6,411 Timeline HELO 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,549 shares; 2025Q3: 20,282 shares; 2025Q4: 28,102 shares; 2026Q1: 33,957 shares; 2026Q2: 29,784 shares 29,784 $2.01M 0.13% -4,173 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,711 shares; 2025Q1: 2,169 shares; 2025Q2: 5,477 shares; 2025Q3: 5,138 shares; 2025Q4: 11,730 shares; 2026Q1: 10,125 shares; 2026Q2: 10,456 shares 10,456 $1.99M 0.13% +331 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53,908 shares; 2025Q1: 61,868 shares; 2025Q2: 63,119 shares; 2025Q3: 66,251 shares; 2025Q4: 64,381 shares; 2026Q1: 58,604 shares; 2026Q2: 56,855 shares 56,855 $1.93M 0.12% -1,749 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,123 shares; 2025Q3: 2,123 shares; 2025Q4: 2,049 shares; 2026Q1: 1,564 shares; 2026Q2: 1,670 shares 1,670 $1.93M 0.12% +106 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,447 shares; 2025Q1: 5,545 shares; 2025Q2: 5,470 shares; 2025Q3: 5,470 shares; 2025Q4: 5,347 shares; 2026Q1: 5,297 shares; 2026Q2: 4,981 shares 4,981 $1.93M 0.12% -316 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 340 shares; 2026Q1: 636 shares; 2026Q2: 1,121 shares 1,121 $1.9M 0.12% +485 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,577 shares; 2025Q1: 10,697 shares; 2025Q2: 10,323 shares; 2025Q3: 9,341 shares; 2025Q4: 9,755 shares; 2026Q1: 9,577 shares; 2026Q2: 10,077 shares 10,077 $1.9M 0.12% +500 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; 2024Q3: restricted; 2024Q4: 8,888 shares; 2025Q1: 8,705 shares; 2025Q2: 8,693 shares; 2025Q3: 8,686 shares; 2025Q4: 8,683 shares; 2026Q1: 8,646 shares; 2026Q2: 8,557 shares 8,557 $1.89M 0.12% -89 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,926 shares; 2025Q1: 39,432 shares; 2025Q2: 38,124 shares; 2025Q3: 35,975 shares; 2025Q4: 31,133 shares; 2026Q1: 30,084 shares; 2026Q2: 29,667 shares 29,667 $1.81M 0.12% -417 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; 2024Q3: restricted; 2024Q4: 42,715 shares; 2025Q1: 41,598 shares; 2025Q2: 41,374 shares; 2025Q3: 40,342 shares; 2025Q4: 36,280 shares; 2026Q1: 33,027 shares; 2026Q2: 30,722 shares 30,722 $1.78M 0.11% -2,305 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; 2024Q3: restricted; 2024Q4: 8,359 shares; 2025Q1: 8,213 shares; 2025Q2: 11,910 shares; 2025Q3: 11,240 shares; 2025Q4: 21,581 shares; 2026Q1: 23,355 shares; 2026Q2: 31,560 shares 31,560 $1.68M 0.11% +8,205 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,461 shares; 2025Q1: 21,802 shares; 2025Q2: 21,291 shares; 2025Q3: 20,413 shares; 2025Q4: 18,796 shares; 2026Q1: 16,997 shares; 2026Q2: 11,416 shares 11,416 $1.66M 0.11% -5,581 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,837 shares; 2025Q1: 13,437 shares; 2025Q2: 13,412 shares; 2025Q3: 13,387 shares; 2025Q4: 13,617 shares; 2026Q1: 13,742 shares; 2026Q2: 13,822 shares 13,822 $1.62M 0.1% +80 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,055 shares; 2025Q1: 16,943 shares; 2025Q2: 17,625 shares; 2025Q3: 17,441 shares; 2025Q4: 16,967 shares; 2026Q1: 16,155 shares; 2026Q2: 15,544 shares 15,544 $1.62M 0.1% -611 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,168 shares; 2025Q1: 1,881 shares; 2025Q2: 1,919 shares; 2025Q3: 2,250 shares; 2025Q4: 2,048 shares; 2026Q1: 2,106 shares; 2026Q2: 2,229 shares 2,229 $1.6M 0.1% +123 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,225 shares; 2025Q1: 8,619 shares; 2025Q2: 8,355 shares; 2025Q3: 7,906 shares; 2025Q4: 7,586 shares; 2026Q1: 7,330 shares; 2026Q2: 7,266 shares 7,266 $1.6M 0.1% -64 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,947 shares; 2025Q1: 28,142 shares; 2025Q2: 27,327 shares; 2025Q3: 26,231 shares; 2025Q4: 19,758 shares; 2026Q1: 17,797 shares; 2026Q2: 16,271 shares 16,271 $1.6M 0.1% -1,526 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,950 shares; 2025Q1: 8,700 shares; 2025Q2: 9,301 shares; 2025Q3: 13,585 shares; 2025Q4: 16,731 shares; 2026Q1: 18,581 shares; 2026Q2: 18,956 shares 18,956 $1.51M 0.1% +375 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,209 shares; 2025Q1: 10,682 shares; 2025Q2: 11,829 shares; 2025Q3: 12,377 shares; 2025Q4: 12,039 shares; 2026Q1: 12,357 shares; 2026Q2: 12,187 shares 12,187 $1.44M 0.09% -170 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; 2024Q3: restricted; 2024Q4: 3,925 shares; 2025Q1: 8,438 shares; 2025Q2: 9,546 shares; 2025Q3: 9,525 shares; 2025Q4: 10,002 shares; 2026Q1: 10,476 shares; 2026Q2: 12,117 shares 12,117 $1.41M 0.09% +1,641 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 898 shares; 2025Q1: 902 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 906 shares; 2026Q1: 1,022 shares; 2026Q2: 1,024 shares 1,024 $1.36M 0.09% +2 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; 2024Q3: restricted; 2024Q4: 4,549 shares; 2025Q1: 4,705 shares; 2025Q2: 4,760 shares; 2025Q3: 4,961 shares; 2025Q4: 5,006 shares; 2026Q1: 5,229 shares; 2026Q2: 4,782 shares 4,782 $1.34M 0.09% -447 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,666 shares; 2025Q1: 1,692 shares; 2025Q2: 1,694 shares; 2025Q3: 1,695 shares; 2025Q4: 1,686 shares; 2026Q1: 1,318 shares; 2026Q2: 1,249 shares 1,249 $1.33M 0.09% -69 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,779 shares; 2025Q1: 12,477 shares; 2025Q2: 14,415 shares; 2025Q3: 17,508 shares; 2025Q4: 24,962 shares; 2026Q1: 29,782 shares; 2026Q2: 25,240 shares 25,240 $1.33M 0.09% -4,542 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,011 shares; 2025Q1: 22,829 shares; 2025Q2: 22,796 shares; 2025Q3: 21,618 shares; 2025Q4: 21,431 shares; 2026Q1: 21,179 shares; 2026Q2: 18,301 shares 18,301 $1.31M 0.08% -2,878 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,236 shares; 2025Q1: 11,358 shares; 2025Q2: 11,392 shares; 2025Q3: 10,507 shares; 2025Q4: 10,751 shares; 2026Q1: 10,847 shares; 2026Q2: 10,936 shares 10,936 $1.3M 0.08% +89 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,268 shares; 2025Q1: 17,753 shares; 2025Q2: 17,127 shares; 2025Q3: 16,323 shares; 2025Q4: 15,662 shares; 2026Q1: 15,016 shares; 2026Q2: 14,569 shares 14,569 $1.29M 0.08% -447 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,256 shares; 2026Q2: 3,159 shares 3,159 $1.29M 0.08% +1,903 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; 2024Q3: restricted; 2024Q4: 13,699 shares; 2025Q1: 14,309 shares; 2025Q2: 15,274 shares; 2025Q3: 15,019 shares; 2025Q4: 15,083 shares; 2026Q1: 15,682 shares; 2026Q2: 15,545 shares 15,545 $1.26M 0.08% -137 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,377 shares; 2025Q1: 6,152 shares; 2025Q2: 5,727 shares; 2025Q3: 21,527 shares; 2025Q4: 21,340 shares; 2026Q1: 21,363 shares; 2026Q2: 24,456 shares 24,456 $1.24M 0.08% +3,093 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; 2024Q3: restricted; 2024Q4: 24,637 shares; 2025Q1: 23,467 shares; 2025Q2: 16,386 shares; 2025Q3: 16,001 shares; 2025Q4: 15,328 shares; 2026Q1: 15,443 shares; 2026Q2: 15,383 shares 15,383 $1.22M 0.08% -60 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,160 shares; 2025Q1: 19,570 shares; 2025Q2: 21,370 shares; 2025Q3: 28,985 shares; 2025Q4: 18,740 shares; 2026Q1: 24,267 shares; 2026Q2: 24,213 shares 24,213 $1.21M 0.08% -54 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,218 shares; 2025Q1: 4,102 shares; 2025Q2: 4,282 shares; 2025Q3: 9,579 shares; 2025Q4: 11,149 shares; 2026Q1: 12,066 shares; 2026Q2: 12,049 shares 12,049 $1.19M 0.08% -17 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; 2024Q3: restricted; 2024Q4: 6,968 shares; 2025Q1: 6,642 shares; 2025Q2: 6,226 shares; 2025Q3: 5,316 shares; 2025Q4: 5,160 shares; 2026Q1: 4,733 shares; 2026Q2: 4,382 shares 4,382 $1.19M 0.08% -351 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,989 shares; 2025Q1: 16,954 shares; 2025Q2: 17,392 shares; 2025Q3: 17,115 shares; 2025Q4: 17,130 shares; 2026Q1: 17,180 shares; 2026Q2: 17,055 shares 17,055 $1.17M 0.07% -125 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,900 shares; 2025Q1: 9,200 shares; 2025Q2: 9,300 shares; 2025Q3: 8,925 shares; 2025Q4: 9,145 shares; 2026Q1: 7,545 shares; 2026Q2: 7,120 shares 7,120 $1.12M 0.07% -425 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 85,110 shares; 2025Q1: 82,817 shares; 2025Q2: 82,635 shares; 2025Q3: 82,354 shares; 2025Q4: 79,717 shares; 2026Q1: 72,943 shares; 2026Q2: 45,512 shares 45,512 $1.12M 0.07% -27,431 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,786 shares; 2025Q1: 2,187 shares; 2025Q2: 2,654 shares; 2025Q3: 2,904 shares; 2025Q4: 3,114 shares; 2026Q1: 3,258 shares; 2026Q2: 3,226 shares 3,226 $1.11M 0.07% -32 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; 2024Q3: restricted; 2024Q4: 24,513 shares; 2025Q1: 36,767 shares; 2025Q2: 38,316 shares; 2025Q3: 35,343 shares; 2025Q4: 36,834 shares; 2026Q1: 36,282 shares; 2026Q2: 36,932 shares 36,932 $1.11M 0.07% +650 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,301 shares; 2025Q2: 2,974 shares; 2025Q3: 2,974 shares; 2025Q4: 2,306 shares; 2026Q1: 2,032 shares; 2026Q2: 2,781 shares 2,781 $1.1M 0.07% +749 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,374 shares; 2025Q1: 19,584 shares; 2025Q2: 20,039 shares; 2025Q3: 19,294 shares; 2025Q4: 18,180 shares; 2026Q1: 17,354 shares; 2026Q2: 16,419 shares 16,419 $1.1M 0.07% -935 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; 2024Q3: restricted; 2024Q4: 13,296 shares; 2025Q1: 12,261 shares; 2025Q2: 8,583 shares; 2025Q3: 8,563 shares; 2025Q4: 8,348 shares; 2026Q1: 8,448 shares; 2026Q2: 8,398 shares 8,398 $1.08M 0.07% -50 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,068 shares; 2025Q1: 4,068 shares; 2025Q2: 4,062 shares; 2025Q3: 4,062 shares; 2025Q4: 4,062 shares; 2026Q1: 4,062 shares; 2026Q2: 4,062 shares 4,062 $1.08M 0.07% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 60,557 shares; 2025Q1: 60,506 shares; 2025Q2: 53,898 shares; 2025Q3: 50,012 shares; 2025Q4: 48,442 shares; 2026Q1: 48,213 shares; 2026Q2: 44,361 shares 44,361 $1.07M 0.07% -3,852 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 39,355 shares; 2025Q1: 38,435 shares; 2025Q2: 37,885 shares; 2025Q3: 35,820 shares; 2025Q4: 35,000 shares; 2026Q1: 34,552 shares; 2026Q2: 34,552 shares 34,552 $1.07M 0.07% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,760 shares; 2025Q1: 2,692 shares; 2025Q2: 2,513 shares; 2025Q3: 2,513 shares; 2025Q4: 3,231 shares; 2026Q1: 6,169 shares; 2026Q2: 6,816 shares 6,816 $1.05M 0.07% +647 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,055 shares; 2025Q1: 1,980 shares; 2025Q2: 2,017 shares; 2025Q3: 2,117 shares; 2025Q4: 2,102 shares; 2026Q1: 2,086 shares; 2026Q2: 8,436 shares 8,436 $1.05M 0.07% +6,350 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,206 shares; 2025Q1: 4,180 shares; 2025Q2: 4,187 shares; 2025Q3: 5,853 shares; 2025Q4: 5,679 shares; 2026Q1: 6,359 shares; 2026Q2: 8,436 shares 8,436 $1.03M 0.07% +2,077 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,263 shares; 2025Q1: 2,263 shares; 2025Q2: 4,493 shares; 2025Q3: 4,010 shares; 2025Q4: 3,860 shares; 2026Q1: 3,821 shares; 2026Q2: 3,721 shares 3,721 $1.03M 0.07% -100 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: 11,000 shares; 2026Q1: 11,535 shares; 2026Q2: 10,915 shares 10,915 $1M 0.06% -620 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,200 shares; 2025Q1: 8,700 shares; 2025Q2: 14,550 shares; 2025Q3: 8,500 shares; 2025Q4: 10,000 shares; 2026Q1: 10,490 shares; 2026Q2: 9,800 shares 9,800 $987K 0.06% -690 Timeline IDEQ LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,050 shares 28,050 $984K 0.06% 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; 2024Q3: restricted; 2024Q4: 13,589 shares; 2025Q1: 13,324 shares; 2025Q2: 13,179 shares; 2025Q3: 12,009 shares; 2025Q4: 11,447 shares; 2026Q1: 10,622 shares; 2026Q2: 10,527 shares 10,527 $965K 0.06% -95 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,241 shares; 2025Q1: 26,516 shares; 2025Q2: 26,468 shares; 2025Q3: 26,287 shares; 2025Q4: 26,935 shares; 2026Q1: 24,905 shares; 2026Q2: 25,901 shares 25,901 $955K 0.06% +996 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,392 shares; 2025Q1: 6,879 shares; 2025Q2: 7,045 shares; 2025Q3: 6,165 shares; 2025Q4: 5,933 shares; 2026Q1: 5,978 shares; 2026Q2: 8,923 shares 8,923 $950K 0.06% +2,945 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,521 shares; 2026Q2: 4,059 shares 4,059 $932K 0.06% +1,538 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,557 shares; 2025Q1: 12,557 shares; 2025Q2: 12,557 shares; 2025Q3: 12,557 shares; 2025Q4: 12,557 shares; 2026Q1: 12,557 shares; 2026Q2: 10,000 shares 10,000 $905K 0.06% -2,557 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,749 shares; 2025Q1: 1,796 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,757 shares; 2026Q1: 1,730 shares; 2026Q2: 10,374 shares 10,374 $894K 0.06% +8,644 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; 2024Q3: restricted; 2024Q4: 3,855 shares; 2025Q1: 3,855 shares; 2025Q2: 3,720 shares; 2025Q3: 3,720 shares; 2025Q4: 3,120 shares; 2026Q1: 3,028 shares; 2026Q2: 2,991 shares 2,991 $892K 0.06% -37 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,491 shares; 2025Q1: 2,125 shares; 2025Q2: 1,915 shares; 2025Q3: 1,904 shares; 2025Q4: 2,006 shares; 2026Q1: 2,080 shares; 2026Q2: 2,101 shares 2,101 $884K 0.06% +21 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,700 shares; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,700 shares; 2025Q4: 7,700 shares; 2026Q1: 7,700 shares; 2026Q2: 7,700 shares 7,700 $879K 0.06% 0 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; 2024Q3: restricted; 2024Q4: 4,359 shares; 2025Q1: 4,372 shares; 2025Q2: 4,296 shares; 2025Q3: 4,421 shares; 2025Q4: 4,062 shares; 2026Q1: 3,986 shares; 2026Q2: 3,916 shares 3,916 $877K 0.06% -70 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,055 shares; 2026Q2: 82,213 shares 82,213 $869K 0.06% +29,158 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,532 shares; 2025Q3: 1,532 shares; 2025Q4: 1,565 shares; 2026Q1: not reported; 2026Q2: 1,421 shares 1,421 $825K 0.05% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37,529 shares; 2025Q1: 36,375 shares; 2025Q2: 34,926 shares; 2025Q3: 32,262 shares; 2025Q4: 28,747 shares; 2026Q1: 19,724 shares; 2026Q2: 16,023 shares 16,023 $808K 0.05% -3,701 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; 2024Q3: restricted; 2024Q4: 20,285 shares; 2025Q1: 21,054 shares; 2025Q2: 20,191 shares; 2025Q3: 20,552 shares; 2025Q4: 19,777 shares; 2026Q1: 14,024 shares; 2026Q2: 14,147 shares 14,147 $806K 0.05% +123 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,657 shares; 2025Q1: 11,357 shares; 2025Q2: 18,144 shares; 2025Q3: 4,704 shares; 2025Q4: 3,424 shares; 2026Q1: 3,547 shares; 2026Q2: 3,650 shares 3,650 $777K 0.05% +103 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; 2024Q3: restricted; 2024Q4: 30,489 shares; 2025Q1: 30,226 shares; 2025Q2: 32,449 shares; 2025Q3: 23,556 shares; 2025Q4: 21,986 shares; 2026Q1: 21,017 shares; 2026Q2: 21,136 shares 21,136 $764K 0.05% +119 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,231 shares; 2025Q3: 1,450 shares; 2025Q4: 836 shares; 2026Q1: 444 shares; 2026Q2: 365 shares 365 $726K 0.05% -79 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,829 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 8,001 shares; 2026Q1: 8,001 shares; 2026Q2: 8,001 shares 8,001 $724K 0.05% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,938 shares; 2025Q1: 4,898 shares; 2025Q2: 4,898 shares; 2025Q3: 4,898 shares; 2025Q4: 4,388 shares; 2026Q1: 4,499 shares; 2026Q2: 4,344 shares 4,344 $703K 0.05% -155 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,004 shares; 2025Q1: 6,004 shares; 2025Q2: 5,904 shares; 2025Q3: 5,904 shares; 2025Q4: 5,904 shares; 2026Q1: 5,804 shares; 2026Q2: 5,454 shares 5,454 $689K 0.04% -350 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; 2024Q3: restricted; 2024Q4: 8,042 shares; 2025Q1: 8,110 shares; 2025Q2: 8,108 shares; 2025Q3: 8,110 shares; 2025Q4: 8,111 shares; 2026Q1: 8,098 shares; 2026Q2: 8,096 shares 8,096 $678K 0.04% -2 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,535 shares; 2025Q1: 26,721 shares; 2025Q2: 26,130 shares; 2025Q3: 23,515 shares; 2025Q4: 21,169 shares; 2026Q1: 20,374 shares; 2026Q2: 9,338 shares 9,338 $671K 0.04% -11,036 Timeline PIO 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; 2024Q3: restricted; 2024Q4: 14,720 shares; 2025Q1: 14,720 shares; 2025Q2: 14,720 shares; 2025Q3: 14,720 shares; 2025Q4: 14,720 shares; 2026Q1: 14,720 shares; 2026Q2: 14,720 shares 14,720 $662K 0.04% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,840 shares; 2025Q1: 7,731 shares; 2025Q2: 6,707 shares; 2025Q3: 6,607 shares; 2025Q4: 6,616 shares; 2026Q1: 6,586 shares; 2026Q2: 6,636 shares 6,636 $640K 0.04% +50 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; 2024Q3: restricted; 2024Q4: 13,224 shares; 2025Q1: 12,854 shares; 2025Q2: 15,279 shares; 2025Q3: 17,831 shares; 2025Q4: 18,503 shares; 2026Q1: 21,987 shares; 2026Q2: 23,029 shares 23,029 $638K 0.04% +1,042 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,581 shares; 2025Q3: 8,745 shares; 2025Q4: 9,855 shares; 2026Q1: 9,784 shares; 2026Q2: 10,384 shares 10,384 $631K 0.04% +600 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,719 shares 11,719 $623K 0.04% new 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; 2024Q3: restricted; 2024Q4: 12,835 shares; 2025Q1: 12,835 shares; 2025Q2: 12,835 shares; 2025Q3: 11,145 shares; 2025Q4: 11,103 shares; 2026Q1: 11,053 shares; 2026Q2: 10,753 shares 10,753 $620K 0.04% -300 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; 2024Q3: restricted; 2024Q4: 3,380 shares; 2025Q1: 3,238 shares; 2025Q2: 3,238 shares; 2025Q3: 3,083 shares; 2025Q4: 3,023 shares; 2026Q1: 2,913 shares; 2026Q2: 2,572 shares 2,572 $609K 0.04% -341 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,674 shares; 2025Q1: 2,547 shares; 2025Q2: 2,610 shares; 2025Q3: 2,620 shares; 2025Q4: 2,595 shares; 2026Q1: 2,403 shares; 2026Q2: 2,458 shares 2,458 $596K 0.04% +55 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; 2024Q3: restricted; 2024Q4: 8,993 shares; 2025Q1: 9,003 shares; 2025Q2: 8,218 shares; 2025Q3: 5,589 shares; 2025Q4: 4,763 shares; 2026Q1: 4,208 shares; 2026Q2: 3,785 shares 3,785 $573K 0.04% -423 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,472 shares; 2025Q1: 5,502 shares; 2025Q2: 5,726 shares; 2025Q3: 5,564 shares; 2025Q4: 5,564 shares; 2026Q1: 5,313 shares; 2026Q2: 5,288 shares 5,288 $549K 0.04% -25 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,523 shares; 2025Q1: 4,093 shares; 2025Q2: 3,943 shares; 2025Q3: 3,943 shares; 2025Q4: 3,883 shares; 2026Q1: 3,553 shares; 2026Q2: 3,503 shares 3,503 $549K 0.04% -50 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 946 shares; 2025Q1: 946 shares; 2025Q2: 946 shares; 2025Q3: 846 shares; 2025Q4: 846 shares; 2026Q1: 846 shares; 2026Q2: 846 shares 846 $537K 0.03% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,345 shares; 2025Q1: 6,960 shares; 2025Q2: 6,260 shares; 2025Q3: 6,135 shares; 2025Q4: 5,200 shares; 2026Q1: 5,034 shares; 2026Q2: 5,104 shares 5,104 $528K 0.03% +70 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,459 shares; 2025Q2: 7,409 shares; 2025Q3: 6,772 shares; 2025Q4: 6,254 shares; 2026Q1: 5,944 shares; 2026Q2: 6,677 shares 6,677 $527K 0.03% +733 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 559 shares; 2025Q1: 579 shares; 2025Q2: 533 shares; 2025Q3: 489 shares; 2025Q4: 511 shares; 2026Q1: 481 shares; 2026Q2: 498 shares 498 $519K 0.03% +17 Timeline ABIG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,775 shares 14,775 $511K 0.03% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 36,958 shares; 2025Q1: 27,878 shares; 2025Q2: 24,263 shares; 2025Q3: 23,549 shares; 2025Q4: 20,664 shares; 2026Q1: 17,861 shares; 2026Q2: 11,955 shares 11,955 $491K 0.03% -5,906 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,476 shares; 2025Q1: 3,501 shares; 2025Q2: 5,617 shares; 2025Q3: 5,460 shares; 2025Q4: 5,490 shares; 2026Q1: 5,509 shares; 2026Q2: 5,713 shares 5,713 $488K 0.03% +204 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,810 shares; 2025Q1: 12,810 shares; 2025Q2: 12,810 shares; 2025Q3: 12,810 shares; 2025Q4: 11,583 shares; 2026Q1: 10,275 shares; 2026Q2: 9,268 shares 9,268 $483K 0.03% -1,007 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 971 shares; 2026Q2: 1,423 shares 1,423 $476K 0.03% +452 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,698 shares; 2025Q1: 9,650 shares; 2025Q2: 9,635 shares; 2025Q3: 10,461 shares; 2025Q4: 8,935 shares; 2026Q1: 8,757 shares; 2026Q2: 8,763 shares 8,763 $470K 0.03% +6 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; 2024Q3: restricted; 2024Q4: 3,929 shares; 2025Q1: 3,980 shares; 2025Q2: 3,870 shares; 2025Q3: 3,725 shares; 2025Q4: 3,350 shares; 2026Q1: 3,284 shares; 2026Q2: 3,049 shares 3,049 $464K 0.03% -235 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,420 shares; 2025Q1: 2,370 shares; 2025Q2: 5,421 shares; 2025Q3: 6,084 shares; 2025Q4: 6,697 shares; 2026Q1: 4,267 shares; 2026Q2: 3,910 shares 3,910 $460K 0.03% -357 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,244 shares; 2025Q1: 10,998 shares; 2025Q2: 10,748 shares; 2025Q3: 9,892 shares; 2025Q4: 9,393 shares; 2026Q1: 11,434 shares; 2026Q2: 11,109 shares 11,109 $454K 0.03% -325 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; 2024Q3: restricted; 2024Q4: 2,794 shares; 2025Q1: 2,794 shares; 2025Q2: 2,439 shares; 2025Q3: 2,439 shares; 2025Q4: 2,439 shares; 2026Q1: 2,997 shares; 2026Q2: 3,076 shares 3,076 $449K 0.03% +79 Timeline CEF 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; 2024Q3: restricted; 2024Q4: 11,105 shares; 2025Q1: 11,105 shares; 2025Q2: 11,105 shares; 2025Q3: 11,105 shares; 2025Q4: 11,105 shares; 2026Q1: 11,105 shares; 2026Q2: 11,105 shares 11,105 $447K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 2,158 shares; 2025Q1: 2,108 shares; 2025Q2: 2,074 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares; 2026Q1: 2,141 shares; 2026Q2: 2,440 shares 2,440 $441K 0.03% +299 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,680 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,883 shares; 2025Q4: 1,780 shares; 2026Q1: 1,780 shares; 2026Q2: 3,010 shares 3,010 $428K 0.03% +1,230 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 107 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 102 shares; 2025Q4: 96 shares; 2026Q1: 97 shares; 2026Q2: 2,400 shares 2,400 $428K 0.03% +2,303 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,500 shares; 2025Q1: 6,625 shares; 2025Q2: 6,613 shares; 2025Q3: 6,613 shares; 2025Q4: 6,608 shares; 2026Q1: 6,577 shares; 2026Q2: 6,577 shares 6,577 $421K 0.03% 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; 2024Q3: restricted; 2024Q4: 528 shares; 2025Q1: 707 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 655 shares; 2026Q1: 831 shares; 2026Q2: 823 shares 823 $419K 0.03% -8 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,346 shares; 2025Q1: 2,346 shares; 2025Q2: 2,346 shares; 2025Q3: 2,346 shares; 2025Q4: 2,346 shares; 2026Q1: 2,346 shares; 2026Q2: 2,346 shares 2,346 $419K 0.03% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 841 shares; 2025Q1: 941 shares; 2025Q2: 891 shares; 2025Q3: 893 shares; 2025Q4: 841 shares; 2026Q1: 841 shares; 2026Q2: 841 shares 841 $418K 0.03% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,461 shares; 2026Q1: 2,227 shares; 2026Q2: 2,218 shares 2,218 $411K 0.03% -9 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,939 shares; 2026Q1: 6,814 shares; 2026Q2: 7,111 shares 7,111 $410K 0.03% +297 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,389 shares; 2025Q1: 12,889 shares; 2025Q2: 12,889 shares; 2025Q3: 12,889 shares; 2025Q4: 12,889 shares; 2026Q1: 12,889 shares; 2026Q2: 12,889 shares 12,889 $404K 0.03% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,163 shares; 2025Q1: 3,163 shares; 2025Q2: 3,153 shares; 2025Q3: 3,133 shares; 2025Q4: 2,663 shares; 2026Q1: 2,663 shares; 2026Q2: 2,814 shares 2,814 $403K 0.03% +151 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,719 shares; 2025Q1: 1,719 shares; 2025Q2: 1,719 shares; 2025Q3: 1,723 shares; 2025Q4: 1,219 shares; 2026Q1: 1,219 shares; 2026Q2: 1,257 shares 1,257 $395K 0.03% +38 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,340 shares; 2025Q1: 1,256 shares; 2025Q2: 1,256 shares; 2025Q3: 1,256 shares; 2025Q4: 1,256 shares; 2026Q1: not reported; 2026Q2: 2,362 shares 2,362 $394K 0.03% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 775 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 760 shares; 2026Q2: 737 shares 737 $386K 0.02% -23 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; 2024Q3: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,195 shares; 2025Q3: 1,195 shares; 2025Q4: 1,195 shares; 2026Q1: 1,195 shares; 2026Q2: 4,780 shares 4,780 $385K 0.02% +3,585 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,626 shares; 2025Q1: 5,507 shares; 2025Q2: 5,441 shares; 2025Q3: 5,176 shares; 2025Q4: 4,988 shares; 2026Q1: 4,920 shares; 2026Q2: 4,244 shares 4,244 $385K 0.02% -676 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,667 shares; 2025Q1: 8,667 shares; 2025Q2: 8,513 shares; 2025Q3: 8,513 shares; 2025Q4: 8,461 shares; 2026Q1: 7,683 shares; 2026Q2: 8,070 shares 8,070 $384K 0.02% +387 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 3,202 shares 3,202 $383K 0.02% +2,802 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; 2024Q3: restricted; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 764 shares; 2025Q4: 760 shares; 2026Q1: 760 shares; 2026Q2: 760 shares 760 $373K 0.02% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,533 shares; 2025Q1: 9,992 shares; 2025Q2: 10,032 shares; 2025Q3: 9,908 shares; 2025Q4: 9,188 shares; 2026Q1: 5,873 shares; 2026Q2: 5,605 shares 5,605 $372K 0.02% -268 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,876 shares; 2025Q1: 12,884 shares; 2025Q2: 12,179 shares; 2025Q3: 11,214 shares; 2025Q4: 9,682 shares; 2026Q1: 2,505 shares; 2026Q2: 2,370 shares 2,370 $370K 0.02% -135 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,045 shares; 2025Q1: 2,038 shares; 2025Q2: 2,035 shares; 2025Q3: 2,035 shares; 2025Q4: 2,037 shares; 2026Q1: 2,035 shares; 2026Q2: 1,961 shares 1,961 $362K 0.02% -74 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,785 shares; 2026Q2: 5,785 shares 5,785 $359K 0.02% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,418 shares; 2026Q2: 1,418 shares 1,418 $358K 0.02% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 577 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 573 shares; 2025Q4: 568 shares; 2026Q1: 568 shares; 2026Q2: 568 shares 568 $354K 0.02% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,031 shares; 2025Q1: 3,557 shares; 2025Q2: 3,567 shares; 2025Q3: 3,557 shares; 2025Q4: 7,125 shares; 2026Q1: 7,355 shares; 2026Q2: 7,764 shares 7,764 $352K 0.02% +409 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,900 shares; 2026Q1: 2,754 shares; 2026Q2: 2,754 shares 2,754 $351K 0.02% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,879 shares 4,879 $351K 0.02% new Timeline RSPN 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,816 shares; 2025Q4: 4,981 shares; 2026Q1: 4,981 shares; 2026Q2: 5,481 shares 5,481 $351K 0.02% +500 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,684 shares; 2025Q4: 2,684 shares; 2026Q1: 2,684 shares; 2026Q2: 2,684 shares 2,684 $345K 0.02% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,486 shares; 2025Q1: 3,134 shares; 2025Q2: 3,134 shares; 2025Q3: 2,962 shares; 2025Q4: 2,962 shares; 2026Q1: 2,962 shares; 2026Q2: 2,962 shares 2,962 $340K 0.02% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,082 shares 3,082 $340K 0.02% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,127 shares; 2025Q1: 2,127 shares; 2025Q2: 2,127 shares; 2025Q3: 2,654 shares; 2025Q4: 2,007 shares; 2026Q1: 2,047 shares; 2026Q2: 2,047 shares 2,047 $333K 0.02% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,370 shares; 2026Q2: 1,336 shares 1,336 $329K 0.02% -34 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; 2024Q3: restricted; 2024Q4: 7,027 shares; 2025Q1: 6,678 shares; 2025Q2: 7,048 shares; 2025Q3: 6,672 shares; 2025Q4: 5,564 shares; 2026Q1: 5,506 shares; 2026Q2: 5,506 shares 5,506 $329K 0.02% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 759 shares 759 $327K 0.02% new Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,608 shares; 2026Q1: 4,832 shares; 2026Q2: 4,416 shares 4,416 $325K 0.02% -416 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,229 shares; 2025Q3: 5,829 shares; 2025Q4: 3,840 shares; 2026Q1: 3,826 shares; 2026Q2: 3,881 shares 3,881 $322K 0.02% +55 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,440 shares; 2025Q1: 9,272 shares; 2025Q2: 9,468 shares; 2025Q3: 7,974 shares; 2025Q4: 3,535 shares; 2026Q1: 3,338 shares; 2026Q2: 3,338 shares 3,338 $319K 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; 2024Q3: restricted; 2024Q4: 2,452 shares; 2025Q1: 2,632 shares; 2025Q2: 2,687 shares; 2025Q3: 2,389 shares; 2025Q4: 3,094 shares; 2026Q1: 2,477 shares; 2026Q2: 2,462 shares 2,462 $319K 0.02% -15 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,048 shares; 2025Q1: 1,493 shares; 2025Q2: 1,485 shares; 2025Q3: 1,485 shares; 2025Q4: 1,485 shares; 2026Q1: 1,422 shares; 2026Q2: 1,458 shares 1,458 $318K 0.02% +36 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,478 shares; 2026Q1: 2,478 shares; 2026Q2: 2,578 shares 2,578 $313K 0.02% +100 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,736 shares; 2025Q1: 2,725 shares; 2025Q2: 2,730 shares; 2025Q3: 2,730 shares; 2025Q4: 2,730 shares; 2026Q1: 2,734 shares; 2026Q2: 2,734 shares 2,734 $312K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,964 shares; 2025Q1: 4,993 shares; 2025Q2: 4,582 shares; 2025Q3: 4,372 shares; 2025Q4: 4,121 shares; 2026Q1: 3,452 shares; 2026Q2: 3,047 shares 3,047 $311K 0.02% -405 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; 2024Q3: restricted; 2024Q4: 8,098 shares; 2025Q1: 8,098 shares; 2025Q2: 8,098 shares; 2025Q3: 8,437 shares; 2025Q4: 8,438 shares; 2026Q1: 8,438 shares; 2026Q2: 8,445 shares 8,445 $310K 0.02% +7 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,474 shares; 2025Q1: 2,474 shares; 2025Q2: 2,474 shares; 2025Q3: 2,474 shares; 2025Q4: 2,396 shares; 2026Q1: 2,326 shares; 2026Q2: 2,326 shares 2,326 $308K 0.02% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 480 shares 480 $308K 0.02% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,264 shares; 2025Q1: 2,064 shares; 2025Q2: 2,064 shares; 2025Q3: 2,064 shares; 2025Q4: 2,064 shares; 2026Q1: 2,064 shares; 2026Q2: 2,064 shares 2,064 $302K 0.02% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,643 shares; 2025Q2: not reported; 2025Q3: 1,652 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,357 shares 2,357 $298K 0.02% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 499 shares; 2025Q4: 419 shares; 2026Q1: 389 shares; 2026Q2: 392 shares 392 $296K 0.02% +3 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,336 shares; 2025Q1: 8,336 shares; 2025Q2: 8,336 shares; 2025Q3: 8,261 shares; 2025Q4: 8,261 shares; 2026Q1: 5,346 shares; 2026Q2: 4,082 shares 4,082 $288K 0.02% -1,264 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,137 shares 7,137 $283K 0.02% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,281 shares; 2025Q2: 1,211 shares; 2025Q3: 1,211 shares; 2025Q4: 1,211 shares; 2026Q1: 1,121 shares; 2026Q2: 1,172 shares 1,172 $279K 0.02% +51 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 768 shares; 2025Q1: 768 shares; 2025Q2: 768 shares; 2025Q3: 749 shares; 2025Q4: 725 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $274K 0.02% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,390 shares; 2025Q4: 6,683 shares; 2026Q1: 7,219 shares; 2026Q2: 7,499 shares 7,499 $272K 0.02% +280 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 635 shares; 2026Q2: 515 shares 515 $271K 0.02% -120 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,490 shares 3,490 $267K 0.02% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,919 shares; 2025Q1: 2,286 shares; 2025Q2: 2,271 shares; 2025Q3: 2,282 shares; 2025Q4: 2,282 shares; 2026Q1: 2,829 shares; 2026Q2: 2,432 shares 2,432 $261K 0.02% -397 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,097 shares; 2025Q3: 3,097 shares; 2025Q4: 3,097 shares; 2026Q1: 3,097 shares; 2026Q2: 3,068 shares 3,068 $260K 0.02% -29 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,588 shares 1,588 $259K 0.02% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,519 shares; 2025Q1: 2,591 shares; 2025Q2: 2,467 shares; 2025Q3: 2,439 shares; 2025Q4: 2,354 shares; 2026Q1: 2,354 shares; 2026Q2: 2,354 shares 2,354 $258K 0.02% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 662 shares; 2025Q2: 662 shares; 2025Q3: 662 shares; 2025Q4: 662 shares; 2026Q1: 662 shares; 2026Q2: 662 shares 662 $258K 0.02% 0 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,670 shares; 2025Q1: 7,670 shares; 2025Q2: 7,670 shares; 2025Q3: 7,670 shares; 2025Q4: 7,670 shares; 2026Q1: 7,670 shares; 2026Q2: 7,670 shares 7,670 $255K 0.02% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,036 shares; 2025Q2: not reported; 2025Q3: 4,036 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,030 shares 5,030 $254K 0.02% new 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; 2024Q3: restricted; 2024Q4: 1,157 shares; 2025Q1: 986 shares; 2025Q2: 987 shares; 2025Q3: 937 shares; 2025Q4: 937 shares; 2026Q1: 822 shares; 2026Q2: 802 shares 802 $243K 0.02% -20 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,172 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares; 2026Q1: 1,147 shares; 2026Q2: 1,147 shares 1,147 $235K 0.02% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,347 shares; 2025Q2: 1,327 shares; 2025Q3: 1,327 shares; 2025Q4: 1,177 shares; 2026Q1: 1,177 shares; 2026Q2: 1,077 shares 1,077 $235K 0.02% -100 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 973 shares 973 $234K 0.02% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,391 shares; 2025Q1: 1,391 shares; 2025Q2: 1,391 shares; 2025Q3: 1,391 shares; 2025Q4: 1,391 shares; 2026Q1: 1,391 shares; 2026Q2: 1,391 shares 1,391 $232K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,344 shares 1,344 $229K 0.01% new 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; 2024Q3: restricted; 2024Q4: 5,276 shares; 2025Q1: 5,224 shares; 2025Q2: 4,691 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,354 shares 5,354 $227K 0.01% new 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; 2024Q3: restricted; 2024Q4: 8,667 shares; 2025Q1: 8,617 shares; 2025Q2: 8,617 shares; 2025Q3: 8,487 shares; 2025Q4: 8,487 shares; 2026Q1: 8,487 shares; 2026Q2: 4,292 shares 4,292 $226K 0.01% -4,195 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,331 shares; 2026Q2: 15,426 shares 15,426 $225K 0.01% -1,905 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,648 shares 1,648 $224K 0.01% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,293 shares 3,293 $222K 0.01% new 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; 2024Q3: restricted; 2024Q4: 368 shares; 2025Q1: not reported; 2025Q2: 378 shares; 2025Q3: 368 shares; 2025Q4: 355 shares; 2026Q1: 325 shares; 2026Q2: 315 shares 315 $222K 0.01% -10 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; 2024Q3: restricted; 2024Q4: 488 shares; 2025Q1: 645 shares; 2025Q2: 638 shares; 2025Q3: 641 shares; 2025Q4: 638 shares; 2026Q1: 488 shares; 2026Q2: 478 shares 478 $219K 0.01% -10 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 391 shares; 2025Q4: 392 shares; 2026Q1: not reported; 2026Q2: 390 shares 390 $219K 0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,102 shares; 2025Q3: 937 shares; 2025Q4: not reported; 2026Q1: 682 shares; 2026Q2: 695 shares 695 $218K 0.01% +13 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,650 shares; 2026Q1: not reported; 2026Q2: 2,020 shares 2,020 $212K 0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,057 shares; 2026Q2: 13,225 shares 13,225 $210K 0.01% +3,168 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,270 shares 1,270 $209K 0.01% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,124 shares; 2025Q4: 2,024 shares; 2026Q1: not reported; 2026Q2: 1,824 shares 1,824 $207K 0.01% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 545 shares 545 $204K 0.01% new Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 856 shares 856 $204K 0.01% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,194 shares 1,194 $203K 0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 787 shares 787 $201K 0.01% new 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; 2024Q3: restricted; 2024Q4: 1,548 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,897 shares; 2026Q1: not reported; 2026Q2: 1,263 shares 1,263 $200K 0.01% new Timeline