SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,375,652 shares; 2024Q4: 5,335,474 shares; 2025Q1: 5,195,001 shares; 2025Q2: 5,191,814 shares; 2025Q3: 5,190,558 shares 5,190,558 $320M 16.84% -1,256 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584,046 shares; 2024Q4: 584,615 shares; 2025Q1: 575,157 shares; 2025Q2: 563,612 shares; 2025Q3: 568,098 shares 568,098 $266M 14.03% +4,486 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665,762 shares; 2024Q4: 660,089 shares; 2025Q1: 675,118 shares; 2025Q2: 677,377 shares; 2025Q3: 686,114 shares 686,114 $140M 7.36% +8,737 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,329 shares; 2024Q4: 181,887 shares; 2025Q1: 182,945 shares; 2025Q2: 183,996 shares; 2025Q3: 180,881 shares 180,881 $120M 6.35% -3,115 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744,555 shares; 2024Q4: 755,167 shares; 2025Q1: 737,604 shares; 2025Q2: 731,200 shares; 2025Q3: 607,596 shares 607,596 $85.1M 4.49% -123,604 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724,201 shares; 2024Q4: 723,624 shares; 2025Q1: 726,756 shares; 2025Q2: 726,094 shares; 2025Q3: 741,030 shares 741,030 $50M 2.64% +14,936 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,276 shares; 2024Q4: 474,301 shares; 2025Q1: 451,563 shares; 2025Q2: 464,358 shares; 2025Q3: 479,734 shares 479,734 $44.8M 2.36% +15,376 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,509 shares; 2024Q4: 84,475 shares; 2025Q1: 83,178 shares; 2025Q2: 83,217 shares; 2025Q3: 81,869 shares 81,869 $42.4M 2.24% -1,348 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619,725 shares; 2024Q4: 612,631 shares; 2025Q1: 608,911 shares; 2025Q2: 615,598 shares; 2025Q3: 605,569 shares 605,569 $36.3M 1.91% -10,029 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,148 shares; 2024Q4: 162,513 shares; 2025Q1: 159,964 shares; 2025Q2: 141,862 shares; 2025Q3: 140,897 shares 140,897 $35.9M 1.89% -965 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,315 shares; 2024Q4: 35,787 shares; 2025Q1: 35,017 shares; 2025Q2: 34,338 shares; 2025Q3: 33,355 shares 33,355 $25.4M 1.34% -983 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,540 shares; 2024Q4: 252,836 shares; 2025Q1: 270,166 shares; 2025Q2: 295,919 shares; 2025Q3: 380,722 shares 380,722 $24.8M 1.31% +84,803 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,624 shares; 2024Q4: 103,094 shares; 2025Q1: 101,248 shares; 2025Q2: 100,728 shares; 2025Q3: 101,138 shares 101,138 $24.6M 1.3% +410 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,775 shares; 2024Q4: 106,829 shares; 2025Q1: 105,113 shares; 2025Q2: 101,894 shares; 2025Q3: 99,499 shares 99,499 $24.1M 1.27% -2,395 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,495 shares; 2024Q4: 209,551 shares; 2025Q1: 207,287 shares; 2025Q2: 206,646 shares; 2025Q3: 201,587 shares 201,587 $24M 1.26% -5,059 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,005 shares; 2024Q4: 36,156 shares; 2025Q1: 36,020 shares; 2025Q2: 36,139 shares; 2025Q3: 35,820 shares 35,820 $21.3M 1.13% -319 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,334 shares; 2024Q4: 71,194 shares; 2025Q1: 69,558 shares; 2025Q2: 67,805 shares; 2025Q3: 66,000 shares 66,000 $20.8M 1.1% -1,805 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,922 shares; 2024Q4: 90,723 shares; 2025Q1: 90,766 shares; 2025Q2: 90,471 shares; 2025Q3: 90,480 shares 90,480 $19.9M 1.05% +9 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,082 shares; 2024Q4: 92,097 shares; 2025Q1: 92,133 shares; 2025Q2: 91,403 shares; 2025Q3: 90,713 shares 90,713 $19.1M 1.01% -690 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,587 shares; 2024Q4: 81,086 shares; 2025Q1: 72,162 shares; 2025Q2: 75,195 shares; 2025Q3: 74,082 shares 74,082 $13.8M 0.73% -1,113 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,309 shares; 2024Q4: 54,754 shares; 2025Q1: 53,946 shares; 2025Q2: 53,326 shares; 2025Q3: 53,010 shares 53,010 $12.9M 0.68% -316 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,152 shares; 2024Q4: 45,893 shares; 2025Q1: 45,412 shares; 2025Q2: 45,640 shares; 2025Q3: 44,866 shares 44,866 $12.6M 0.67% -774 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,015 shares; 2024Q4: 70,980 shares; 2025Q1: 70,276 shares; 2025Q2: 69,044 shares; 2025Q3: 68,017 shares 68,017 $12.6M 0.66% -1,027 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,184 shares; 2024Q4: 11,946 shares; 2025Q1: 11,958 shares; 2025Q2: 11,626 shares; 2025Q3: 11,651 shares 11,651 $10.8M 0.57% +25 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,767 shares; 2024Q4: 131,650 shares; 2025Q1: 131,650 shares; 2025Q2: 129,650 shares; 2025Q3: 102,650 shares 102,650 $10.6M 0.56% -27,000 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,489 shares; 2024Q4: 32,278 shares; 2025Q1: 30,748 shares; 2025Q2: 30,907 shares; 2025Q3: 30,339 shares 30,339 $10M 0.53% -568 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,182 shares; 2024Q4: 43,922 shares; 2025Q1: 44,176 shares; 2025Q2: 44,123 shares; 2025Q3: 47,212 shares 47,212 $9.61M 0.51% +3,089 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,755 shares; 2024Q4: 89,947 shares; 2025Q1: 90,733 shares; 2025Q2: 91,697 shares; 2025Q3: 90,908 shares 90,908 $9.5M 0.5% -789 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,912 shares; 2024Q4: 31,354 shares; 2025Q1: 31,202 shares; 2025Q2: 29,173 shares; 2025Q3: 28,467 shares 28,467 $9.46M 0.5% -706 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,320 shares; 2024Q4: 69,794 shares; 2025Q1: 69,069 shares; 2025Q2: 67,496 shares; 2025Q3: 66,018 shares 66,018 $9.27M 0.49% -1,478 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,578 shares; 2024Q4: 22,765 shares; 2025Q1: 22,663 shares; 2025Q2: 22,701 shares; 2025Q3: 22,085 shares 22,085 $8.95M 0.47% -616 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,160 shares; 2024Q4: 30,608 shares; 2025Q1: 30,144 shares; 2025Q2: 29,824 shares; 2025Q3: 29,415 shares 29,415 $8.94M 0.47% -409 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,291 shares; 2024Q4: 31,111 shares; 2025Q1: 30,730 shares; 2025Q2: 30,448 shares; 2025Q3: 29,759 shares 29,759 $8.73M 0.46% -689 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,355 shares; 2024Q4: 59,249 shares; 2025Q1: 58,930 shares; 2025Q2: 57,699 shares; 2025Q3: 56,755 shares 56,755 $8.2M 0.43% -944 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,698 shares; 2024Q4: 121,040 shares; 2025Q1: 119,051 shares; 2025Q2: 119,197 shares; 2025Q3: 120,929 shares 120,929 $8.2M 0.43% +1,732 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,872 shares; 2024Q4: 54,775 shares; 2025Q1: 54,214 shares; 2025Q2: 54,199 shares; 2025Q3: 53,383 shares 53,383 $8.2M 0.43% -816 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,755 shares; 2024Q4: 99,562 shares; 2025Q1: 98,213 shares; 2025Q2: 98,622 shares; 2025Q3: 96,067 shares 96,067 $8.06M 0.43% -2,555 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,696 shares; 2024Q4: 28,193 shares; 2025Q1: 27,894 shares; 2025Q2: 27,511 shares; 2025Q3: 26,830 shares 26,830 $8.06M 0.42% -681 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,244 shares; 2024Q4: 30,660 shares; 2025Q1: 28,894 shares; 2025Q2: 28,516 shares; 2025Q3: 28,058 shares 28,058 $7.92M 0.42% -458 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,317 shares; 2024Q4: 185,521 shares; 2025Q1: 187,521 shares; 2025Q2: 174,355 shares; 2025Q3: 170,848 shares 170,848 $7.9M 0.42% -3,507 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,231 shares; 2024Q4: 15,963 shares; 2025Q1: 15,972 shares; 2025Q2: 16,023 shares; 2025Q3: 16,135 shares 16,135 $7.83M 0.41% +112 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,088 shares; 2024Q4: 34,498 shares; 2025Q1: 33,965 shares; 2025Q2: 33,870 shares; 2025Q3: 32,494 shares 32,494 $6.97M 0.37% -1,376 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,349 shares; 2024Q4: 16,047 shares; 2025Q1: 16,124 shares; 2025Q2: 13,824 shares; 2025Q3: 13,661 shares 13,661 $6.87M 0.36% -163 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,161 shares; 2024Q4: 61,119 shares; 2025Q1: 58,929 shares; 2025Q2: 59,827 shares; 2025Q3: 60,146 shares 60,146 $6.78M 0.36% +319 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,765 shares; 2024Q4: 43,610 shares; 2025Q1: 43,321 shares; 2025Q2: 43,488 shares; 2025Q3: 43,285 shares 43,285 $6.72M 0.35% -203 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,133 shares; 2024Q4: 65,519 shares; 2025Q1: 65,549 shares; 2025Q2: 66,273 shares; 2025Q3: 64,562 shares 64,562 $6.65M 0.35% -1,711 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,267 shares; 2024Q4: 11,142 shares; 2025Q1: 11,136 shares; 2025Q2: 11,048 shares; 2025Q3: 10,879 shares 10,879 $6.19M 0.33% -169 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,489 shares; 2024Q4: 28,270 shares; 2025Q1: 27,773 shares; 2025Q2: 26,940 shares; 2025Q3: 26,671 shares 26,671 $6.18M 0.33% -269 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,720 shares; 2024Q4: 32,617 shares; 2025Q1: 32,339 shares; 2025Q2: 31,855 shares; 2025Q3: 32,160 shares 32,160 $5.49M 0.29% +305 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,888 shares; 2024Q4: 82,184 shares; 2025Q1: 79,693 shares; 2025Q2: 79,087 shares; 2025Q3: 78,871 shares 78,871 $5.4M 0.28% -216 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,197 shares; 2024Q4: 46,428 shares; 2025Q1: 45,997 shares; 2025Q2: 46,277 shares; 2025Q3: 46,272 shares 46,272 $5.3M 0.28% -5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,290 shares; 2024Q4: 11,238 shares; 2025Q1: 11,284 shares; 2025Q2: 11,613 shares; 2025Q3: 11,642 shares 11,642 $5.21M 0.27% +29 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,297 shares; 2024Q4: 39,021 shares; 2025Q1: 38,846 shares; 2025Q2: 38,228 shares; 2025Q3: 38,333 shares 38,333 $5.13M 0.27% +105 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,654 shares; 2024Q4: 96,437 shares; 2025Q1: 97,193 shares; 2025Q2: 97,521 shares; 2025Q3: 98,615 shares 98,615 $5.09M 0.27% +1,094 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,686 shares; 2024Q4: 11,906 shares; 2025Q1: 15,277 shares; 2025Q2: 14,175 shares; 2025Q3: 14,212 shares 14,212 $5.05M 0.27% +37 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,244 shares; 2024Q4: 49,071 shares; 2025Q1: 48,364 shares; 2025Q2: 45,817 shares; 2025Q3: 46,805 shares 46,805 $5.03M 0.27% +988 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,417 shares; 2024Q4: 49,862 shares; 2025Q1: 49,135 shares; 2025Q2: 49,751 shares; 2025Q3: 50,004 shares 50,004 $5.01M 0.26% +253 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,468 shares; 2024Q4: 80,351 shares; 2025Q1: 85,828 shares; 2025Q2: 87,584 shares; 2025Q3: 87,331 shares 87,331 $4.73M 0.25% -253 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,280 shares; 2024Q4: 5,341 shares; 2025Q1: 5,589 shares; 2025Q2: 6,038 shares; 2025Q3: 6,332 shares 6,332 $4.65M 0.25% +294 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,293 shares; 2024Q4: 103,848 shares; 2025Q1: 86,363 shares; 2025Q2: 86,665 shares; 2025Q3: 86,319 shares 86,319 $4.61M 0.24% -346 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,282 shares; 2024Q4: 9,259 shares; 2025Q1: 9,303 shares; 2025Q2: 9,434 shares; 2025Q3: 9,617 shares 9,617 $4.59M 0.24% +183 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,073 shares; 2024Q4: 12,982 shares; 2025Q1: 12,924 shares; 2025Q2: 13,079 shares; 2025Q3: 13,028 shares 13,028 $4.45M 0.23% -51 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,828 shares; 2024Q4: 25,160 shares; 2025Q1: 25,108 shares; 2025Q2: 25,511 shares; 2025Q3: 25,565 shares 25,565 $4.28M 0.23% +54 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,388 shares; 2025Q3: 90,357 shares 90,357 $4.2M 0.22% +6,969 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,229 shares; 2024Q4: 45,348 shares; 2025Q1: 44,831 shares; 2025Q2: 44,384 shares; 2025Q3: 43,200 shares 43,200 $4.09M 0.22% -1,184 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,517 shares; 2024Q4: 21,173 shares; 2025Q1: 20,711 shares; 2025Q2: 20,393 shares; 2025Q3: 20,024 shares 20,024 $3.97M 0.21% -369 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,252 shares; 2024Q4: 24,058 shares; 2025Q1: 23,958 shares; 2025Q2: 23,926 shares; 2025Q3: 23,694 shares 23,694 $3.94M 0.21% -232 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,016 shares; 2024Q4: 14,841 shares; 2025Q1: 14,723 shares; 2025Q2: 14,567 shares; 2025Q3: 14,055 shares 14,055 $3.92M 0.21% -512 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,780 shares; 2024Q4: 24,780 shares; 2025Q1: 24,905 shares; 2025Q2: 24,890 shares; 2025Q3: 24,795 shares 24,795 $3.85M 0.2% -95 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,875 shares; 2024Q4: 85,643 shares; 2025Q1: 86,559 shares; 2025Q2: 85,397 shares; 2025Q3: 85,623 shares 85,623 $3.61M 0.19% +226 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,109 shares; 2024Q4: 47,786 shares; 2025Q1: 46,047 shares; 2025Q2: 45,108 shares; 2025Q3: 43,486 shares 43,486 $3.58M 0.19% -1,622 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,373 shares; 2024Q4: 8,268 shares; 2025Q1: 8,345 shares; 2025Q2: 8,307 shares; 2025Q3: 8,298 shares 8,298 $3.54M 0.19% -9 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,578 shares; 2024Q4: 16,215 shares; 2025Q1: 15,950 shares; 2025Q2: 15,794 shares; 2025Q3: 15,681 shares 15,681 $3.46M 0.18% -113 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,651 shares; 2024Q4: 10,596 shares; 2025Q1: 10,601 shares; 2025Q2: 10,746 shares; 2025Q3: 10,746 shares 10,746 $3.23M 0.17% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,134 shares; 2024Q4: 6,129 shares; 2025Q1: 6,175 shares; 2025Q2: 6,250 shares; 2025Q3: 6,284 shares 6,284 $3.14M 0.17% +34 Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,744 shares; 2024Q4: 48,744 shares; 2025Q1: 48,744 shares; 2025Q2: 48,744 shares; 2025Q3: 48,744 shares 48,744 $3.13M 0.16% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,738 shares; 2024Q4: 4,735 shares; 2025Q1: 4,822 shares; 2025Q2: 4,995 shares; 2025Q3: 4,983 shares 4,983 $2.99M 0.16% -12 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,012 shares; 2024Q4: 26,859 shares; 2025Q1: 26,443 shares; 2025Q2: 26,881 shares; 2025Q3: 26,576 shares 26,576 $2.99M 0.16% -305 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,549 shares; 2024Q4: 6,424 shares; 2025Q1: 6,403 shares; 2025Q2: 6,357 shares; 2025Q3: 6,402 shares 6,402 $2.93M 0.15% +45 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,698 shares; 2024Q4: 53,680 shares; 2025Q1: 53,427 shares; 2025Q2: 49,223 shares; 2025Q3: 44,769 shares 44,769 $2.88M 0.15% -4,454 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,565 shares; 2024Q4: 29,371 shares; 2025Q1: 28,949 shares; 2025Q2: 32,712 shares; 2025Q3: 33,131 shares 33,131 $2.8M 0.15% +419 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 3,099 shares; 2025Q1: 5,198 shares; 2025Q2: 6,186 shares; 2025Q3: 6,543 shares 6,543 $2.71M 0.14% +357 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,395 shares; 2024Q4: 46,274 shares; 2025Q1: 45,964 shares; 2025Q2: 47,608 shares; 2025Q3: 48,114 shares 48,114 $2.66M 0.14% +506 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,931 shares; 2024Q4: 7,835 shares; 2025Q1: 7,735 shares; 2025Q2: 7,753 shares; 2025Q3: 7,547 shares 7,547 $2.57M 0.14% -206 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,852 shares; 2024Q4: 15,925 shares; 2025Q1: 15,928 shares; 2025Q2: 16,151 shares; 2025Q3: 16,114 shares 16,114 $2.56M 0.14% -37 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,178 shares; 2024Q4: 34,760 shares; 2025Q1: 33,581 shares; 2025Q2: 33,784 shares; 2025Q3: 33,466 shares 33,466 $2.53M 0.13% -318 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,908 shares; 2024Q4: 16,653 shares; 2025Q1: 16,677 shares; 2025Q2: 16,744 shares; 2025Q3: 16,559 shares 16,559 $2.52M 0.13% -185 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,376 shares; 2025Q1: 3,122 shares; 2025Q2: 3,722 shares; 2025Q3: 3,535 shares 3,535 $2.37M 0.12% -187 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,368 shares; 2024Q4: 18,154 shares; 2025Q1: 17,826 shares; 2025Q2: 17,399 shares; 2025Q3: 16,519 shares 16,519 $2.3M 0.12% -880 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,760 shares; 2024Q4: 23,633 shares; 2025Q1: 23,563 shares; 2025Q2: 23,680 shares; 2025Q3: 23,370 shares 23,370 $2.23M 0.12% -310 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,566 shares; 2024Q4: 15,378 shares; 2025Q1: 15,378 shares; 2025Q2: 15,319 shares; 2025Q3: 15,319 shares 15,319 $2.23M 0.12% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,294 shares; 2024Q4: 8,991 shares; 2025Q1: 8,863 shares; 2025Q2: 8,710 shares; 2025Q3: 8,132 shares 8,132 $2.22M 0.12% -578 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,593 shares; 2025Q1: 4,633 shares; 2025Q2: 4,633 shares; 2025Q3: 4,633 shares 4,633 $2.15M 0.11% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,529 shares; 2024Q4: 10,443 shares; 2025Q1: 10,212 shares; 2025Q2: 10,287 shares; 2025Q3: 8,548 shares 8,548 $2.15M 0.11% -1,739 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,455 shares; 2024Q4: 17,405 shares; 2025Q1: 16,975 shares; 2025Q2: 16,935 shares; 2025Q3: 21,720 shares 21,720 $2.1M 0.11% +4,785 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,712 shares; 2024Q4: 5,540 shares; 2025Q1: 5,652 shares; 2025Q2: 5,628 shares; 2025Q3: 5,626 shares 5,626 $2.08M 0.11% -2 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,196 shares; 2024Q4: 12,369 shares; 2025Q1: 13,252 shares; 2025Q2: 13,662 shares; 2025Q3: 14,110 shares 14,110 $2.01M 0.11% +448 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,777 shares; 2024Q4: 14,942 shares; 2025Q1: 14,661 shares; 2025Q2: 13,944 shares; 2025Q3: 13,871 shares 13,871 $2M 0.11% -73 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,723 shares; 2024Q4: 28,776 shares; 2025Q1: 26,785 shares; 2025Q2: 26,435 shares; 2025Q3: 26,115 shares 26,115 $1.82M 0.1% -320 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,919 shares; 2024Q4: 24,580 shares; 2025Q1: 23,101 shares; 2025Q2: 22,691 shares; 2025Q3: 21,790 shares 21,790 $1.79M 0.09% -901 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,015 shares; 2024Q4: 23,954 shares; 2025Q1: 23,253 shares; 2025Q2: 22,001 shares; 2025Q3: 21,970 shares 21,970 $1.78M 0.09% -31 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,538 shares; 2024Q4: 12,504 shares; 2025Q1: 12,340 shares; 2025Q2: 14,852 shares; 2025Q3: 14,724 shares 14,724 $1.78M 0.09% -128 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,188 shares; 2024Q4: 64,246 shares; 2025Q1: 57,820 shares; 2025Q2: not reported; 2025Q3: 40,054 shares 40,054 $1.75M 0.09% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 2,628 shares; 2025Q1: 2,791 shares; 2025Q2: 2,799 shares; 2025Q3: 2,715 shares 2,715 $1.66M 0.09% -84 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,252 shares; 2024Q4: 7,096 shares; 2025Q1: 7,009 shares; 2025Q2: 6,965 shares; 2025Q3: 6,925 shares 6,925 $1.64M 0.09% -40 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,490 shares 31,490 $1.63M 0.09% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,544 shares; 2024Q4: 2,531 shares; 2025Q1: 2,532 shares; 2025Q2: 2,604 shares; 2025Q3: 2,582 shares 2,582 $1.59M 0.08% -22 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,533 shares; 2024Q4: 4,450 shares; 2025Q1: 4,908 shares; 2025Q2: 4,916 shares; 2025Q3: 7,347 shares 7,347 $1.59M 0.08% +2,431 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,445 shares; 2024Q4: 20,276 shares; 2025Q1: 20,367 shares; 2025Q2: 18,775 shares; 2025Q3: 17,872 shares 17,872 $1.56M 0.08% -903 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,800 shares; 2024Q4: 40,474 shares; 2025Q1: 40,424 shares; 2025Q2: 39,696 shares; 2025Q3: 39,396 shares 39,396 $1.54M 0.08% -300 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,519 shares; 2024Q4: 5,469 shares; 2025Q1: 5,839 shares; 2025Q2: 6,480 shares; 2025Q3: 6,241 shares 6,241 $1.48M 0.08% -239 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,559 shares; 2024Q4: 35,015 shares; 2025Q1: 34,471 shares; 2025Q2: 33,691 shares; 2025Q3: 33,114 shares 33,114 $1.46M 0.08% -577 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,813 shares; 2024Q4: 32,098 shares; 2025Q1: 31,433 shares; 2025Q2: 30,495 shares; 2025Q3: 29,602 shares 29,602 $1.43M 0.08% -893 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,639 shares; 2024Q4: 68,935 shares; 2025Q1: 65,713 shares; 2025Q2: 59,220 shares; 2025Q3: 53,972 shares 53,972 $1.38M 0.07% -5,248 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 2,781 shares; 2025Q1: 3,053 shares; 2025Q2: 3,635 shares; 2025Q3: 3,649 shares 3,649 $1.37M 0.07% +14 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,043 shares; 2024Q4: 11,208 shares; 2025Q1: 11,232 shares; 2025Q2: 11,042 shares; 2025Q3: 10,921 shares 10,921 $1.35M 0.07% -121 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,500 shares; 2024Q4: 18,393 shares; 2025Q1: 18,091 shares; 2025Q2: 17,825 shares; 2025Q3: 17,199 shares 17,199 $1.34M 0.07% -626 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,957 shares; 2024Q4: 11,580 shares; 2025Q1: 11,343 shares; 2025Q2: 11,200 shares; 2025Q3: 10,637 shares 10,637 $1.32M 0.07% -563 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,835 shares; 2024Q4: 19,430 shares; 2025Q1: 19,472 shares; 2025Q2: 19,212 shares; 2025Q3: 19,619 shares 19,619 $1.3M 0.07% +407 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,626 shares; 2025Q3: 6,126 shares 6,126 $1.3M 0.07% +3,500 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,195 shares; 2024Q4: 19,089 shares; 2025Q1: 19,089 shares; 2025Q2: 19,125 shares; 2025Q3: 19,125 shares 19,125 $1.29M 0.07% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,016 shares; 2024Q4: 12,016 shares; 2025Q1: 12,056 shares; 2025Q2: 12,111 shares; 2025Q3: 11,401 shares 11,401 $1.25M 0.07% -710 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,032 shares; 2025Q1: 1,007 shares; 2025Q2: 1,069 shares; 2025Q3: 1,069 shares 1,069 $1.25M 0.07% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,262 shares; 2025Q1: 1,262 shares; 2025Q2: 1,271 shares; 2025Q3: 1,266 shares 1,266 $1.21M 0.06% -5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,007 shares; 2024Q4: 30,579 shares; 2025Q1: 30,082 shares; 2025Q2: 30,062 shares; 2025Q3: 26,071 shares 26,071 $1.18M 0.06% -3,991 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,876 shares; 2024Q4: 13,440 shares; 2025Q1: 13,057 shares; 2025Q2: 12,623 shares; 2025Q3: 12,214 shares 12,214 $1.16M 0.06% -409 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,889 shares; 2024Q4: 2,697 shares; 2025Q1: 2,915 shares; 2025Q2: 3,270 shares; 2025Q3: 3,236 shares 3,236 $1.14M 0.06% -34 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,652 shares; 2024Q4: 23,519 shares; 2025Q1: 23,432 shares; 2025Q2: 23,150 shares; 2025Q3: 22,650 shares 22,650 $1.11M 0.06% -500 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,230 shares; 2024Q4: 13,145 shares; 2025Q1: 13,159 shares; 2025Q2: 13,207 shares; 2025Q3: 13,207 shares 13,207 $1.11M 0.06% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,338 shares; 2024Q4: 4,894 shares; 2025Q1: 5,619 shares; 2025Q2: 6,058 shares; 2025Q3: 6,832 shares 6,832 $1.11M 0.06% +774 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,768 shares; 2024Q4: 3,763 shares; 2025Q1: 3,763 shares; 2025Q2: 3,572 shares; 2025Q3: 3,572 shares 3,572 $1.09M 0.06% 0 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 20,611 shares; 2025Q1: 20,611 shares; 2025Q2: 20,611 shares; 2025Q3: 20,611 shares 20,611 $1.09M 0.06% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,464 shares; 2024Q4: 5,207 shares; 2025Q1: 5,069 shares; 2025Q2: 6,237 shares; 2025Q3: 7,441 shares 7,441 $1.09M 0.06% +1,204 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,810 shares; 2024Q4: 8,720 shares; 2025Q1: 8,645 shares; 2025Q2: 8,676 shares; 2025Q3: 12,826 shares 12,826 $1.08M 0.06% +4,150 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,114 shares; 2024Q4: 4,114 shares; 2025Q1: 4,114 shares; 2025Q2: 4,112 shares; 2025Q3: 4,134 shares 4,134 $1.05M 0.06% +22 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,075 shares; 2024Q4: 37,970 shares; 2025Q1: 37,359 shares; 2025Q2: 36,974 shares; 2025Q3: 35,917 shares 35,917 $1.01M 0.05% -1,057 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,543 shares; 2024Q4: 25,219 shares; 2025Q1: 24,633 shares; 2025Q2: 23,323 shares; 2025Q3: 23,323 shares 23,323 $1.01M 0.05% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,685 shares; 2024Q4: 4,700 shares; 2025Q1: 4,380 shares; 2025Q2: 4,380 shares; 2025Q3: 5,402 shares 5,402 $1.01M 0.05% +1,022 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,802 shares; 2024Q4: 10,420 shares; 2025Q1: 10,868 shares; 2025Q2: 10,813 shares; 2025Q3: 10,829 shares 10,829 $1.01M 0.05% +16 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,757 shares; 2024Q4: 4,555 shares; 2025Q1: 4,495 shares; 2025Q2: 4,924 shares; 2025Q3: 4,874 shares 4,874 $1.01M 0.05% -50 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,918 shares; 2024Q4: 8,648 shares; 2025Q1: 8,096 shares; 2025Q2: 7,638 shares; 2025Q3: 7,364 shares 7,364 $997K 0.05% -274 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,631 shares; 2024Q4: 29,261 shares; 2025Q1: 27,938 shares; 2025Q2: 28,610 shares; 2025Q3: 28,431 shares 28,431 $980K 0.05% -179 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,048 shares; 2024Q4: 7,006 shares; 2025Q1: 7,009 shares; 2025Q2: 7,076 shares; 2025Q3: 7,408 shares 7,408 $972K 0.05% +332 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,424 shares; 2024Q4: 9,424 shares; 2025Q1: 9,424 shares; 2025Q2: 9,424 shares; 2025Q3: 9,424 shares 9,424 $971K 0.05% 0 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,460 shares 20,460 $955K 0.05% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,406 shares; 2024Q4: 11,693 shares; 2025Q1: 11,693 shares; 2025Q2: 11,693 shares; 2025Q3: 11,406 shares 11,406 $936K 0.05% -287 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,975 shares; 2024Q4: 15,226 shares; 2025Q1: 15,331 shares; 2025Q2: 14,848 shares; 2025Q3: 13,901 shares 13,901 $932K 0.05% -947 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 3,677 shares; 2025Q1: 3,563 shares; 2025Q2: 3,612 shares; 2025Q3: 3,561 shares 3,561 $929K 0.05% -51 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,403 shares; 2024Q4: 20,698 shares; 2025Q1: 20,333 shares; 2025Q2: 20,022 shares; 2025Q3: 18,224 shares 18,224 $920K 0.05% -1,798 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,281 shares; 2024Q4: 12,336 shares; 2025Q1: 11,089 shares; 2025Q2: 11,580 shares; 2025Q3: 11,889 shares 11,889 $896K 0.05% +309 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,518 shares; 2024Q4: 4,544 shares; 2025Q1: 4,572 shares; 2025Q2: 4,544 shares; 2025Q3: 4,544 shares 4,544 $876K 0.05% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 3,027 shares; 2025Q1: 3,116 shares; 2025Q2: 3,068 shares; 2025Q3: 3,022 shares 3,022 $853K 0.04% -46 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,760 shares; 2024Q4: 4,700 shares; 2025Q1: 4,701 shares; 2025Q2: 6,044 shares; 2025Q3: 6,614 shares 6,614 $853K 0.04% +570 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,606 shares; 2024Q4: 11,606 shares; 2025Q1: 11,606 shares; 2025Q2: 11,128 shares; 2025Q3: 11,128 shares 11,128 $846K 0.04% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,103 shares; 2024Q4: 6,123 shares; 2025Q1: 6,162 shares; 2025Q2: 6,255 shares; 2025Q3: 6,221 shares 6,221 $846K 0.04% -34 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,872 shares; 2024Q4: 2,988 shares; 2025Q1: 2,923 shares; 2025Q2: 2,934 shares; 2025Q3: 2,915 shares 2,915 $823K 0.04% -19 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,396 shares; 2024Q4: 4,886 shares; 2025Q1: 4,918 shares; 2025Q2: 4,802 shares; 2025Q3: 4,728 shares 4,728 $817K 0.04% -74 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,881 shares; 2024Q4: 12,435 shares; 2025Q1: 12,507 shares; 2025Q2: 11,350 shares; 2025Q3: 11,350 shares 11,350 $799K 0.04% 0 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $795K 0.04% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,538 shares; 2024Q4: 10,420 shares; 2025Q1: 10,420 shares; 2025Q2: 10,207 shares; 2025Q3: 10,194 shares 10,194 $793K 0.04% -13 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,924 shares; 2024Q4: 5,924 shares; 2025Q1: 5,924 shares; 2025Q2: 5,959 shares; 2025Q3: 5,043 shares 5,043 $792K 0.04% -916 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,844 shares; 2025Q1: 1,771 shares; 2025Q2: 1,740 shares; 2025Q3: 1,800 shares 1,800 $760K 0.04% +60 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 1,083 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares 1,084 $740K 0.04% 0 Timeline CTS CTS CORP More: the full row for CTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,351 shares; 2024Q4: 18,172 shares; 2025Q1: 18,172 shares; 2025Q2: 18,172 shares; 2025Q3: 18,172 shares 18,172 $726K 0.04% 0 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,500 shares; 2024Q4: 22,500 shares; 2025Q1: 22,500 shares; 2025Q2: 22,500 shares; 2025Q3: 22,500 shares 22,500 $724K 0.04% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,593 shares; 2024Q4: 9,273 shares; 2025Q1: 9,227 shares; 2025Q2: 8,100 shares; 2025Q3: 7,725 shares 7,725 $703K 0.04% -375 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,417 shares; 2024Q4: 29,672 shares; 2025Q1: 28,654 shares; 2025Q2: 25,942 shares; 2025Q3: 20,391 shares 20,391 $684K 0.04% -5,551 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,336 shares; 2024Q4: 4,334 shares; 2025Q1: 4,334 shares; 2025Q2: 3,757 shares; 2025Q3: 3,757 shares 3,757 $674K 0.04% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,900 shares; 2024Q4: 27,638 shares; 2025Q1: 27,063 shares; 2025Q2: 19,279 shares; 2025Q3: 35,960 shares 35,960 $672K 0.04% +16,681 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,664 shares; 2024Q4: 7,523 shares; 2025Q1: 7,095 shares; 2025Q2: 7,393 shares; 2025Q3: 6,785 shares 6,785 $668K 0.04% -608 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,691 shares; 2025Q1: 1,635 shares; 2025Q2: 1,895 shares; 2025Q3: 1,928 shares 1,928 $666K 0.04% +33 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,286 shares; 2024Q4: 4,336 shares; 2025Q1: 4,440 shares; 2025Q2: 3,752 shares; 2025Q3: 3,828 shares 3,828 $652K 0.03% +76 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,010 shares; 2024Q4: 6,010 shares; 2025Q1: 6,010 shares; 2025Q2: 6,846 shares; 2025Q3: 6,060 shares 6,060 $645K 0.03% -786 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,569 shares; 2024Q4: 23,209 shares; 2025Q1: 21,852 shares; 2025Q2: 21,159 shares; 2025Q3: 20,082 shares 20,082 $631K 0.03% -1,077 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 1,036 shares; 2025Q1: 1,024 shares; 2025Q2: 996 shares; 2025Q3: 996 shares 996 $607K 0.03% 0 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,487 shares; 2025Q2: 10,042 shares; 2025Q3: 10,042 shares 10,042 $594K 0.03% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,420 shares; 2025Q1: 1,685 shares; 2025Q2: 1,673 shares; 2025Q3: 1,615 shares 1,615 $590K 0.03% -58 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,269 shares; 2024Q4: 5,349 shares; 2025Q1: 5,303 shares; 2025Q2: 5,218 shares; 2025Q3: 5,208 shares 5,208 $584K 0.03% -10 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,321 shares; 2024Q4: 36,000 shares; 2025Q1: 36,177 shares; 2025Q2: 36,177 shares; 2025Q3: 36,000 shares 36,000 $576K 0.03% -177 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 3,479 shares; 2025Q1: 2,705 shares; 2025Q2: 3,127 shares; 2025Q3: 3,037 shares 3,037 $576K 0.03% -90 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 1,105 shares; 2025Q2: 1,664 shares; 2025Q3: 1,706 shares 1,706 $560K 0.03% +42 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,757 shares; 2024Q4: 8,879 shares; 2025Q1: 8,883 shares; 2025Q2: 9,371 shares; 2025Q3: 9,249 shares 9,249 $552K 0.03% -122 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: 1,923 shares; 2025Q1: 1,859 shares; 2025Q2: 1,828 shares; 2025Q3: 1,708 shares 1,708 $552K 0.03% -120 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,657 shares; 2024Q4: 1,657 shares; 2025Q1: 1,601 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares 1,575 $551K 0.03% 0 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,496 shares; 2025Q2: 11,496 shares; 2025Q3: 11,496 shares 11,496 $535K 0.03% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,802 shares; 2024Q4: 3,802 shares; 2025Q1: 3,802 shares; 2025Q2: 3,802 shares; 2025Q3: 3,802 shares 3,802 $531K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 4,223 shares; 2025Q1: 4,150 shares; 2025Q2: 5,518 shares; 2025Q3: 5,501 shares 5,501 $521K 0.03% -17 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 1,042 shares; 2025Q1: 1,144 shares; 2025Q2: 1,168 shares; 2025Q3: 1,153 shares 1,153 $513K 0.03% -15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,079 shares; 2024Q4: 6,789 shares; 2025Q1: 6,789 shares; 2025Q2: 5,689 shares; 2025Q3: 5,689 shares 5,689 $508K 0.03% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 642 shares; 2025Q3: 636 shares 636 $506K 0.03% -6 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,119 shares; 2024Q4: 21,466 shares; 2025Q1: 21,125 shares; 2025Q2: 21,417 shares; 2025Q3: 21,417 shares 21,417 $491K 0.03% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,668 shares; 2025Q1: 1,736 shares; 2025Q2: 1,736 shares; 2025Q3: 1,736 shares 1,736 $489K 0.03% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,300 shares; 2024Q4: 10,919 shares; 2025Q1: 10,872 shares; 2025Q2: 10,818 shares; 2025Q3: 10,818 shares 10,818 $488K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,654 shares; 2025Q1: 1,655 shares; 2025Q2: 1,674 shares; 2025Q3: 1,674 shares 1,674 $483K 0.03% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,839 shares; 2025Q1: 1,850 shares; 2025Q2: 1,857 shares; 2025Q3: 1,953 shares 1,953 $480K 0.03% +96 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: not reported; 2025Q1: 2,343 shares; 2025Q2: 2,818 shares; 2025Q3: 2,818 shares 2,818 $472K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 2,369 shares; 2025Q1: 2,372 shares; 2025Q2: 2,157 shares; 2025Q3: 2,295 shares 2,295 $470K 0.02% +138 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,936 shares; 2024Q4: 7,936 shares; 2025Q1: 7,856 shares; 2025Q2: 7,783 shares; 2025Q3: 7,544 shares 7,544 $461K 0.02% -239 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,738 shares; 2025Q3: 1,634 shares 1,634 $456K 0.02% -104 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 15,565 shares; 2025Q1: 16,669 shares; 2025Q2: 16,669 shares; 2025Q3: 16,669 shares 16,669 $455K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 1,630 shares; 2025Q1: 1,642 shares; 2025Q2: 1,639 shares; 2025Q3: 1,639 shares 1,639 $443K 0.02% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 2,371 shares; 2025Q1: 2,348 shares; 2025Q2: 2,322 shares; 2025Q3: 2,292 shares 2,292 $441K 0.02% -30 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,988 shares; 2025Q1: 2,938 shares; 2025Q2: 2,931 shares; 2025Q3: 2,713 shares 2,713 $440K 0.02% -218 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 606 shares; 2025Q1: 586 shares; 2025Q2: 583 shares; 2025Q3: 568 shares 568 $431K 0.02% -15 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,132 shares; 2024Q4: 6,107 shares; 2025Q1: 6,107 shares; 2025Q2: 5,866 shares; 2025Q3: 5,866 shares 5,866 $428K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 362 shares; 2025Q1: 339 shares; 2025Q2: 394 shares; 2025Q3: 355 shares 355 $426K 0.02% -39 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,080 shares; 2024Q4: 10,080 shares; 2025Q1: 10,080 shares; 2025Q2: 10,080 shares; 2025Q3: 9,880 shares 9,880 $424K 0.02% -200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,429 shares; 2024Q4: 4,411 shares; 2025Q1: 4,348 shares; 2025Q2: 4,526 shares; 2025Q3: 4,516 shares 4,516 $413K 0.02% -10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 2,431 shares; 2025Q1: 2,406 shares; 2025Q2: 2,254 shares; 2025Q3: 2,244 shares 2,244 $412K 0.02% -10 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 1,847 shares; 2025Q1: 1,819 shares; 2025Q2: 1,820 shares; 2025Q3: 1,735 shares 1,735 $409K 0.02% -85 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,988 shares; 2025Q3: 12,001 shares 12,001 $407K 0.02% +2,013 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,549 shares; 2024Q4: 10,885 shares; 2025Q1: 11,018 shares; 2025Q2: 11,610 shares; 2025Q3: 11,726 shares 11,726 $403K 0.02% +116 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,383 shares; 2025Q1: 1,373 shares; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares 1,371 $403K 0.02% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,431 shares; 2024Q4: 13,405 shares; 2025Q1: 13,489 shares; 2025Q2: 13,405 shares; 2025Q3: 13,405 shares 13,405 $403K 0.02% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,994 shares; 2024Q4: 22,994 shares; 2025Q1: 22,994 shares; 2025Q2: 22,994 shares; 2025Q3: 22,994 shares 22,994 $395K 0.02% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 2,603 shares; 2025Q1: 2,603 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares 2,600 $390K 0.02% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: 1,693 shares; 2025Q3: 1,693 shares 1,693 $389K 0.02% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,761 shares; 2024Q4: 5,761 shares; 2025Q1: 5,761 shares; 2025Q2: 5,761 shares; 2025Q3: 5,753 shares 5,753 $386K 0.02% -8 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,074 shares; 2024Q4: 6,115 shares; 2025Q1: 5,828 shares; 2025Q2: 5,822 shares; 2025Q3: 5,822 shares 5,822 $385K 0.02% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 1,554 shares; 2025Q1: 1,539 shares; 2025Q2: 1,589 shares; 2025Q3: 1,554 shares 1,554 $383K 0.02% -35 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,404 shares; 2024Q4: 3,404 shares; 2025Q1: 3,404 shares; 2025Q2: 3,404 shares; 2025Q3: 3,404 shares 3,404 $376K 0.02% 0 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,608 shares 8,608 $372K 0.02% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,463 shares; 2024Q4: 7,735 shares; 2025Q1: 7,896 shares; 2025Q2: 8,577 shares; 2025Q3: 8,114 shares 8,114 $371K 0.02% -463 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,387 shares; 2024Q4: 5,431 shares; 2025Q1: 5,548 shares; 2025Q2: 6,070 shares; 2025Q3: 4,407 shares 4,407 $368K 0.02% -1,663 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,963 shares; 2024Q4: 6,643 shares; 2025Q1: 6,435 shares; 2025Q2: 5,653 shares; 2025Q3: 5,792 shares 5,792 $362K 0.02% +139 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 3,144 shares; 2025Q1: 3,144 shares; 2025Q2: 3,155 shares; 2025Q3: 3,155 shares 3,155 $352K 0.02% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 2,255 shares; 2025Q1: 1,989 shares; 2025Q2: 1,844 shares; 2025Q3: 1,844 shares 1,844 $351K 0.02% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,231 shares; 2024Q4: 3,288 shares; 2025Q1: 3,206 shares; 2025Q2: 3,021 shares; 2025Q3: 3,021 shares 3,021 $346K 0.02% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,951 shares; 2024Q4: 5,845 shares; 2025Q1: 5,845 shares; 2025Q2: 5,771 shares; 2025Q3: 5,757 shares 5,757 $344K 0.02% -14 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 434 shares; 2025Q3: 434 shares 434 $335K 0.02% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 3,709 shares; 2025Q1: 3,709 shares; 2025Q2: 3,709 shares; 2025Q3: 3,704 shares 3,704 $332K 0.02% -5 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,433 shares; 2025Q3: 5,369 shares 5,369 $331K 0.02% +1,936 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,583 shares; 2024Q4: 1,590 shares; 2025Q1: 1,583 shares; 2025Q2: 1,583 shares; 2025Q3: 1,583 shares 1,583 $330K 0.02% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,351 shares; 2025Q1: 1,351 shares; 2025Q2: 1,286 shares; 2025Q3: 1,265 shares 1,265 $329K 0.02% -21 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,062 shares; 2024Q4: 19,021 shares; 2025Q1: 16,694 shares; 2025Q2: 14,804 shares; 2025Q3: 14,804 shares 14,804 $325K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,962 shares; 2024Q4: 6,748 shares; 2025Q1: 6,624 shares; 2025Q2: 6,336 shares; 2025Q3: 6,336 shares 6,336 $319K 0.02% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares 7,500 $318K 0.02% 0 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,850 shares; 2024Q4: 5,850 shares; 2025Q1: 6,278 shares; 2025Q2: 6,278 shares; 2025Q3: 6,278 shares 6,278 $315K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,652 shares; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares 1,520 $312K 0.02% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,750 shares 4,750 $309K 0.02% +300 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 940 shares; 2025Q3: 914 shares 914 $301K 0.02% -26 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,819 shares 6,819 $298K 0.02% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,256 shares; 2025Q1: 1,257 shares; 2025Q2: 1,272 shares; 2025Q3: 1,202 shares 1,202 $297K 0.02% -70 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,968 shares 1,968 $292K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 557 shares; 2025Q1: 614 shares; 2025Q2: 606 shares; 2025Q3: 606 shares 606 $291K 0.02% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,719 shares; 2024Q4: 3,713 shares; 2025Q1: 3,697 shares; 2025Q2: 2,726 shares; 2025Q3: 2,721 shares 2,721 $290K 0.02% -5 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares 63 $270K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 2,984 shares; 2025Q1: 2,932 shares; 2025Q2: 2,940 shares; 2025Q3: 2,940 shares 2,940 $265K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,915 shares; 2024Q4: 3,706 shares; 2025Q1: 3,693 shares; 2025Q2: 3,651 shares; 2025Q3: 3,300 shares 3,300 $259K 0.01% -351 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 1,606 shares; 2025Q1: 1,606 shares; 2025Q2: 1,606 shares; 2025Q3: 1,606 shares 1,606 $258K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,321 shares; 2025Q1: 4,321 shares; 2025Q2: 4,635 shares; 2025Q3: 4,635 shares 4,635 $250K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,023 shares; 2025Q2: 3,075 shares; 2025Q3: 3,075 shares 3,075 $236K 0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 935 shares; 2025Q3: 909 shares 909 $233K 0.01% -26 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3,236 shares; 2025Q1: 3,236 shares; 2025Q2: 3,086 shares; 2025Q3: 3,072 shares 3,072 $231K 0.01% -14 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,148 shares; 2024Q4: 2,148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,191 shares 2,191 $227K 0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 823 shares 823 $225K 0.01% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,921 shares; 2024Q4: 4,921 shares; 2025Q1: not reported; 2025Q2: 4,921 shares; 2025Q3: 4,921 shares 4,921 $219K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,059 shares; 2025Q3: 3,059 shares 3,059 $219K 0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares 1,564 $218K 0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,272 shares; 2025Q3: 2,272 shares 2,272 $214K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,502 shares; 2025Q3: 1,521 shares 1,521 $212K 0.01% +19 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,270 shares 2,270 $212K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,655 shares; 2025Q1: 1,405 shares; 2025Q2: 1,210 shares; 2025Q3: 1,050 shares 1,050 $211K 0.01% -160 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 866 shares; 2025Q2: 668 shares; 2025Q3: 668 shares 668 $209K 0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,622 shares 2,622 $201K 0.01% new Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,085 shares; 2024Q4: 15,085 shares; 2025Q1: 15,085 shares; 2025Q2: 14,585 shares; 2025Q3: 14,585 shares 14,585 $134K 0.01% 0 Timeline DRAGONFLY ENERGY HOLDINGS CO DRAGONFLY ENERGY HOLDINGS CO More: the full row for DRAGONFLY ENERGY HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,329 shares 17,329 $10.3K <0.01% new