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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,068 shares; 2024Q4: 89,105 shares; 2025Q1: 87,348 shares; 2025Q2: 90,176 shares; 2025Q3: 82,119 shares; 2025Q4: 85,011 shares 85,011 $53.3M 11.95% +2,892 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,780 shares; 2024Q4: 156,190 shares; 2025Q1: 160,540 shares; 2025Q2: 145,912 shares; 2025Q3: 144,559 shares; 2025Q4: 144,207 shares 144,207 $26.9M 6.03% -352 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,242 shares; 2024Q4: 94,386 shares; 2025Q1: 97,487 shares; 2025Q2: 96,690 shares; 2025Q3: 95,047 shares; 2025Q4: 97,022 shares 97,022 $25M 5.61% +1,975 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,302 shares; 2024Q4: 59,924 shares; 2025Q1: 70,906 shares; 2025Q2: 74,767 shares; 2025Q3: 74,650 shares; 2025Q4: 66,830 shares 66,830 $18.2M 4.07% -7,820 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,448 shares; 2024Q4: 46,509 shares; 2025Q1: 47,115 shares; 2025Q2: 46,495 shares; 2025Q3: 46,145 shares; 2025Q4: 46,781 shares 46,781 $14.7M 3.29% +636 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,168 shares; 2024Q4: 15,858 shares; 2025Q1: 22,004 shares; 2025Q2: 22,358 shares; 2025Q3: 22,578 shares; 2025Q4: 23,037 shares 23,037 $11.1M 2.5% +459 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,233 shares; 2024Q4: 27,583 shares; 2025Q1: 27,726 shares; 2025Q2: 27,436 shares; 2025Q3: 27,085 shares; 2025Q4: 26,799 shares 26,799 $9.28M 2.08% -286 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,695 shares; 2024Q4: 16,706 shares; 2025Q1: 16,795 shares; 2025Q2: 16,430 shares; 2025Q3: 16,865 shares; 2025Q4: 16,515 shares 16,515 $8.3M 1.86% -350 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,195 shares; 2024Q4: 9,720 shares; 2025Q1: 12,083 shares; 2025Q2: 10,751 shares; 2025Q3: 11,130 shares; 2025Q4: 12,348 shares 12,348 $8.15M 1.83% +1,218 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,596 shares; 2024Q4: 34,134 shares; 2025Q1: 38,662 shares; 2025Q2: 37,740 shares; 2025Q3: 37,306 shares; 2025Q4: 40,273 shares 40,273 $6.52M 1.46% +2,967 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,158 shares; 2024Q4: 8,111 shares; 2025Q1: 8,087 shares; 2025Q2: 8,068 shares; 2025Q3: 7,954 shares; 2025Q4: 7,879 shares 7,879 $6.47M 1.45% -75 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,209 shares; 2024Q4: 47,568 shares; 2025Q1: 45,604 shares; 2025Q2: 43,553 shares; 2025Q3: 41,751 shares; 2025Q4: 38,566 shares 38,566 $6.22M 1.39% -3,185 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,663 shares; 2024Q4: 39,583 shares; 2025Q1: 48,836 shares; 2025Q2: 42,242 shares; 2025Q3: 46,291 shares; 2025Q4: 48,366 shares 48,366 $5.96M 1.34% +2,075 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,361 shares; 2024Q4: 17,430 shares; 2025Q1: 18,068 shares; 2025Q2: 17,993 shares; 2025Q3: 17,933 shares; 2025Q4: 17,862 shares 17,862 $5.76M 1.29% -71 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,114 shares; 2024Q4: 62,372 shares; 2025Q1: 65,856 shares; 2025Q2: 67,109 shares; 2025Q3: 68,206 shares; 2025Q4: 70,718 shares 70,718 $5.2M 1.17% +2,512 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 700 shares; 2025Q1: 717 shares; 2025Q2: 794 shares; 2025Q3: 799 shares; 2025Q4: 892 shares 892 $4.78M 1.07% +93 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,374 shares; 2024Q4: 47,722 shares; 2025Q1: 51,290 shares; 2025Q2: 53,147 shares; 2025Q3: 52,809 shares; 2025Q4: 50,523 shares 50,523 $4.71M 1.06% -2,286 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,338 shares; 2024Q4: 16,966 shares; 2025Q1: 23,624 shares; 2025Q2: 24,304 shares; 2025Q3: 24,473 shares; 2025Q4: 20,244 shares 20,244 $4.67M 1.05% -4,229 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,560 shares; 2024Q4: 17,242 shares; 2025Q1: 21,669 shares; 2025Q2: 21,999 shares; 2025Q3: 22,092 shares; 2025Q4: 22,061 shares 22,061 $4.57M 1.02% -31 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,023 shares; 2024Q4: 63,779 shares; 2025Q1: 70,140 shares; 2025Q2: 71,641 shares; 2025Q3: 72,816 shares; 2025Q4: 73,547 shares 73,547 $4.32M 0.97% +731 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,085 shares; 2024Q4: 51,577 shares; 2025Q1: 56,589 shares; 2025Q2: 55,076 shares; 2025Q3: 54,778 shares; 2025Q4: 54,748 shares 54,748 $4.22M 0.94% -30 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,704 shares; 2024Q4: 66,743 shares; 2025Q1: 66,538 shares; 2025Q2: 67,439 shares; 2025Q3: 67,222 shares; 2025Q4: 67,207 shares 67,207 $4.04M 0.91% -15 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,078 shares; 2024Q4: 4,932 shares; 2025Q1: 4,367 shares; 2025Q2: 3,548 shares; 2025Q3: 4,947 shares; 2025Q4: 3,598 shares 3,598 $3.87M 0.87% -1,349 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,633 shares; 2024Q4: 32,972 shares; 2025Q1: 33,652 shares; 2025Q2: 33,548 shares; 2025Q3: 33,603 shares; 2025Q4: 33,616 shares 33,616 $3.75M 0.84% +13 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,301 shares; 2024Q4: 19,515 shares; 2025Q1: 19,571 shares; 2025Q2: 19,579 shares; 2025Q3: 20,202 shares; 2025Q4: 19,942 shares 19,942 $3.7M 0.83% -260 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,161 shares; 2025Q1: 7,419 shares; 2025Q2: 7,729 shares; 2025Q3: 7,676 shares; 2025Q4: 7,971 shares 7,971 $3.58M 0.8% +295 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,368 shares; 2024Q4: 13,755 shares; 2025Q1: 14,526 shares; 2025Q2: 14,939 shares; 2025Q3: 15,379 shares; 2025Q4: 15,534 shares 15,534 $3.55M 0.8% +155 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,830 shares; 2024Q4: 120,584 shares; 2025Q1: 127,365 shares; 2025Q2: 131,075 shares; 2025Q3: 132,367 shares; 2025Q4: 127,448 shares 127,448 $3.54M 0.79% -4,919 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,532 shares; 2024Q4: not reported; 2025Q1: 16,578 shares; 2025Q2: 16,613 shares; 2025Q3: 16,852 shares; 2025Q4: 11,014 shares 11,014 $3.45M 0.77% -5,838 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,857 shares; 2024Q4: 18,084 shares; 2025Q1: 16,615 shares; 2025Q2: 16,460 shares; 2025Q3: 15,961 shares; 2025Q4: 15,961 shares 15,961 $3.38M 0.76% 0 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,994 shares; 2025Q2: 48,059 shares; 2025Q3: 48,059 shares; 2025Q4: 48,059 shares 48,059 $3.28M 0.73% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,058 shares; 2024Q4: 12,488 shares; 2025Q1: 16,986 shares; 2025Q2: 18,644 shares; 2025Q3: 19,060 shares; 2025Q4: 18,250 shares 18,250 $3.12M 0.7% -810 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,916 shares; 2025Q2: 10,301 shares; 2025Q3: 10,488 shares; 2025Q4: 10,365 shares 10,365 $2.99M 0.67% -123 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,041 shares; 2024Q4: 13,633 shares; 2025Q1: 13,259 shares; 2025Q2: 13,138 shares; 2025Q3: 13,072 shares; 2025Q4: 12,868 shares 12,868 $2.93M 0.66% -204 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,844 shares; 2025Q2: 22,162 shares; 2025Q3: 23,636 shares; 2025Q4: 23,572 shares 23,572 $2.89M 0.65% -64 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,713 shares; 2024Q4: 12,711 shares; 2025Q1: 12,045 shares; 2025Q2: 11,801 shares; 2025Q3: 11,569 shares; 2025Q4: 11,569 shares 11,569 $2.85M 0.64% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,021 shares; 2025Q2: 12,751 shares; 2025Q3: 11,703 shares; 2025Q4: 11,636 shares 11,636 $2.82M 0.63% -67 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,292 shares; 2025Q1: 10,669 shares; 2025Q2: 9,882 shares; 2025Q3: 13,133 shares; 2025Q4: 16,399 shares 16,399 $2.81M 0.63% +3,266 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,377 shares; 2024Q4: 45,354 shares; 2025Q1: 50,394 shares; 2025Q2: 51,069 shares; 2025Q3: 50,693 shares; 2025Q4: 50,594 shares 50,594 $2.78M 0.62% -99 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,180 shares; 2025Q2: 3,554 shares; 2025Q3: 3,934 shares; 2025Q4: 4,815 shares 4,815 $2.75M 0.62% +881 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,457 shares; 2024Q4: 21,706 shares; 2025Q1: 20,390 shares; 2025Q2: 24,763 shares; 2025Q3: 24,058 shares; 2025Q4: 22,799 shares 22,799 $2.74M 0.61% -1,259 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,276 shares; 2024Q4: 32,504 shares; 2025Q1: 31,388 shares; 2025Q2: 30,332 shares; 2025Q3: 29,268 shares; 2025Q4: 28,176 shares 28,176 $2.7M 0.61% -1,092 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,444 shares; 2024Q4: 35,229 shares; 2025Q1: 30,166 shares; 2025Q2: 29,892 shares; 2025Q3: 30,104 shares; 2025Q4: 29,892 shares 29,892 $2.67M 0.6% -212 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,827 shares; 2024Q4: 14,270 shares; 2025Q1: 14,664 shares; 2025Q2: 14,683 shares; 2025Q3: 14,404 shares; 2025Q4: 14,208 shares 14,208 $2.61M 0.58% -196 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,210 shares; 2024Q4: 19,270 shares; 2025Q1: 18,877 shares; 2025Q2: 18,457 shares; 2025Q3: 17,126 shares; 2025Q4: 16,693 shares 16,693 $2.39M 0.54% -433 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,442 shares; 2024Q4: 27,072 shares; 2025Q1: 24,152 shares; 2025Q2: 22,825 shares; 2025Q3: 23,033 shares; 2025Q4: 23,886 shares 23,886 $2.39M 0.53% +853 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,162 shares; 2024Q4: 37,131 shares; 2025Q1: 37,000 shares; 2025Q2: 34,152 shares; 2025Q3: 22,313 shares; 2025Q4: 21,518 shares 21,518 $2.28M 0.51% -795 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $2.26M 0.51% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 591 shares; 2025Q2: 575 shares; 2025Q3: 1,442 shares; 2025Q4: 1,818 shares 1,818 $2.21M 0.49% +376 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,713 shares; 2024Q4: 11,934 shares; 2025Q1: 14,169 shares; 2025Q2: 13,911 shares; 2025Q3: 13,974 shares; 2025Q4: 14,861 shares 14,861 $2.15M 0.48% +887 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,811 shares; 2025Q2: 6,860 shares; 2025Q3: 6,816 shares; 2025Q4: 6,817 shares 6,817 $2.08M 0.47% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,491 shares; 2025Q2: 6,084 shares; 2025Q3: 5,698 shares; 2025Q4: 5,590 shares 5,590 $2.07M 0.46% -108 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 429 shares; 2025Q1: 433 shares; 2025Q2: 406 shares; 2025Q3: 298 shares; 2025Q4: 281 shares 281 $2.05M 0.46% -17 Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,511 shares; 2025Q3: 38,404 shares; 2025Q4: 38,542 shares 38,542 $2.03M 0.46% +138 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,716 shares; 2024Q4: 8,424 shares; 2025Q1: 7,662 shares; 2025Q2: 7,722 shares; 2025Q3: 7,584 shares; 2025Q4: 7,292 shares 7,292 $2.01M 0.45% -292 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,102 shares; 2024Q4: 10,196 shares; 2025Q1: 10,353 shares; 2025Q2: 9,881 shares; 2025Q3: 9,773 shares; 2025Q4: 10,061 shares 10,061 $1.96M 0.44% +288 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,318 shares; 2024Q4: 42,708 shares; 2025Q1: 42,900 shares; 2025Q2: 42,588 shares; 2025Q3: 42,476 shares; 2025Q4: 42,679 shares 42,679 $1.94M 0.44% +203 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,037 shares; 2024Q4: 5,721 shares; 2025Q1: 5,279 shares; 2025Q2: 4,912 shares; 2025Q3: 4,433 shares; 2025Q4: 4,186 shares 4,186 $1.9M 0.43% -247 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,473 shares; 2024Q4: 11,892 shares; 2025Q1: 11,744 shares; 2025Q2: 11,324 shares; 2025Q3: 11,119 shares; 2025Q4: 11,500 shares 11,500 $1.87M 0.42% +381 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,100 shares; 2025Q1: 12,016 shares; 2025Q2: 12,164 shares; 2025Q3: 12,917 shares; 2025Q4: 12,183 shares 12,183 $1.86M 0.42% -734 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,596 shares; 2025Q2: 4,790 shares; 2025Q3: 4,779 shares; 2025Q4: 5,085 shares 5,085 $1.78M 0.4% +306 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,004 shares; 2025Q1: 13,834 shares; 2025Q2: 15,734 shares; 2025Q3: 15,200 shares; 2025Q4: 14,763 shares 14,763 $1.72M 0.39% -437 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,422 shares; 2024Q4: 12,058 shares; 2025Q1: 12,308 shares; 2025Q2: 11,928 shares; 2025Q3: 11,833 shares; 2025Q4: 11,371 shares 11,371 $1.69M 0.38% -462 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,725 shares; 2025Q2: 6,725 shares; 2025Q3: 6,725 shares; 2025Q4: 6,725 shares 6,725 $1.69M 0.38% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,460 shares; 2024Q4: 13,460 shares; 2025Q1: 13,460 shares; 2025Q2: 13,460 shares; 2025Q3: 13,460 shares; 2025Q4: 13,460 shares 13,460 $1.64M 0.37% 0 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,238 shares; 2024Q4: 24,841 shares; 2025Q1: 31,517 shares; 2025Q2: 21,818 shares; 2025Q3: 22,328 shares; 2025Q4: 22,771 shares 22,771 $1.63M 0.37% +443 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,530 shares; 2025Q2: 5,417 shares; 2025Q3: 5,326 shares; 2025Q4: 5,537 shares 5,537 $1.58M 0.35% +211 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,509 shares; 2025Q2: 9,386 shares; 2025Q3: 9,245 shares; 2025Q4: 9,690 shares 9,690 $1.56M 0.35% +445 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,633 shares; 2025Q2: 5,829 shares; 2025Q3: 5,994 shares; 2025Q4: 5,965 shares 5,965 $1.53M 0.34% -29 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,180 shares; 2024Q4: 14,653 shares; 2025Q1: 14,865 shares; 2025Q2: 14,969 shares; 2025Q3: 15,383 shares; 2025Q4: 16,141 shares 16,141 $1.5M 0.34% +758 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,196 shares; 2025Q2: 2,184 shares; 2025Q3: 2,184 shares; 2025Q4: 2,182 shares 2,182 $1.49M 0.33% -2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,532 shares; 2024Q4: 23,437 shares; 2025Q1: 23,918 shares; 2025Q2: 23,056 shares; 2025Q3: 21,190 shares; 2025Q4: 23,853 shares 23,853 $1.49M 0.33% +2,663 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,676 shares; 2024Q4: 29,314 shares; 2025Q1: 31,598 shares; 2025Q2: 31,587 shares; 2025Q3: 28,925 shares; 2025Q4: 25,152 shares 25,152 $1.47M 0.33% -3,773 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,476 shares; 2025Q2: 12,460 shares; 2025Q3: 17,011 shares; 2025Q4: 18,573 shares 18,573 $1.39M 0.31% +1,562 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,815 shares; 2025Q2: 9,445 shares; 2025Q3: 9,202 shares; 2025Q4: 9,203 shares 9,203 $1.32M 0.3% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,799 shares; 2025Q2: 2,273 shares; 2025Q3: 2,316 shares; 2025Q4: 2,312 shares 2,312 $1.32M 0.3% -4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,591 shares; 2025Q2: 3,590 shares; 2025Q3: 3,643 shares; 2025Q4: 3,747 shares 3,747 $1.29M 0.29% +104 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,390 shares; 2025Q2: 16,899 shares; 2025Q3: 16,095 shares; 2025Q4: 18,418 shares 18,418 $1.29M 0.29% +2,323 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,368 shares; 2025Q2: 4,368 shares; 2025Q3: 4,368 shares; 2025Q4: 4,368 shares 4,368 $1.27M 0.28% 0 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,474 shares; 2024Q4: 28,744 shares; 2025Q1: 24,281 shares; 2025Q2: 23,613 shares; 2025Q3: 17,576 shares; 2025Q4: 17,199 shares 17,199 $1.24M 0.28% -377 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,275 shares; 2025Q2: 5,131 shares; 2025Q3: 5,005 shares; 2025Q4: 4,834 shares 4,834 $1.21M 0.27% -171 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,449 shares; 2025Q2: 1,465 shares; 2025Q3: 1,416 shares; 2025Q4: 1,405 shares 1,405 $1.21M 0.27% -11 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,323 shares; 2025Q1: 11,688 shares; 2025Q2: 14,665 shares; 2025Q3: 16,705 shares; 2025Q4: 16,091 shares 16,091 $1.18M 0.26% -614 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,329 shares; 2024Q4: 10,329 shares; 2025Q1: 10,329 shares; 2025Q2: 10,069 shares; 2025Q3: 10,069 shares; 2025Q4: 10,069 shares 10,069 $1.15M 0.26% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,954 shares; 2025Q2: 14,016 shares; 2025Q3: 13,991 shares; 2025Q4: 14,105 shares 14,105 $1.13M 0.25% +114 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,181 shares; 2025Q2: 1,970 shares; 2025Q3: 1,982 shares; 2025Q4: 1,955 shares 1,955 $1.12M 0.25% -27 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 778 shares; 2025Q2: 11,550 shares; 2025Q3: 11,331 shares; 2025Q4: 11,314 shares 11,314 $1.03M 0.23% -17 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,236 shares; 2025Q2: 3,587 shares; 2025Q3: 3,583 shares; 2025Q4: 5,451 shares 5,451 $1.03M 0.23% +1,868 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,217 shares; 2025Q2: 5,175 shares; 2025Q3: 5,176 shares; 2025Q4: 5,175 shares 5,175 $1.01M 0.23% -1 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,189 shares; 2025Q2: 3,238 shares; 2025Q3: 3,209 shares; 2025Q4: 3,205 shares 3,205 $988K 0.22% -4 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,968 shares; 2025Q2: 14,826 shares; 2025Q3: 16,588 shares; 2025Q4: 12,388 shares 12,388 $958K 0.21% -4,200 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,075 shares; 2025Q2: 7,075 shares; 2025Q3: 7,075 shares; 2025Q4: 7,075 shares 7,075 $937K 0.21% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,538 shares; 2025Q2: 3,688 shares; 2025Q3: 3,689 shares; 2025Q4: 4,064 shares 4,064 $932K 0.21% +375 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,026 shares; 2025Q2: 2,175 shares; 2025Q3: 2,063 shares; 2025Q4: 1,945 shares 1,945 $909K 0.2% -118 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,044 shares; 2025Q2: 1,622 shares; 2025Q3: 2,336 shares; 2025Q4: 2,732 shares 2,732 $902K 0.2% +396 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,470 shares; 2025Q2: 9,772 shares; 2025Q3: 10,151 shares; 2025Q4: 10,248 shares 10,248 $897K 0.2% +97 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,031 shares; 2025Q3: 2,886 shares; 2025Q4: 3,117 shares 3,117 $883K 0.2% +231 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,860 shares; 2025Q2: 2,929 shares; 2025Q3: 2,810 shares; 2025Q4: 2,925 shares 2,925 $866K 0.19% +115 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,049 shares; 2025Q3: 2,442 shares; 2025Q4: 2,417 shares 2,417 $857K 0.19% -25 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,641 shares; 2025Q2: 3,696 shares; 2025Q3: 3,802 shares; 2025Q4: 3,859 shares 3,859 $848K 0.19% +57 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,698 shares; 2025Q2: 2,159 shares; 2025Q3: 1,726 shares; 2025Q4: 1,719 shares 1,719 $832K 0.19% -7 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,907 shares; 2024Q4: 13,976 shares; 2025Q1: 13,967 shares; 2025Q2: 15,405 shares; 2025Q3: 15,945 shares; 2025Q4: 7,739 shares 7,739 $813K 0.18% -8,206 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,156 shares; 2025Q2: 5,239 shares; 2025Q3: 5,121 shares; 2025Q4: 5,130 shares 5,130 $788K 0.18% +9 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,270 shares; 2025Q2: 3,187 shares; 2025Q3: 3,907 shares; 2025Q4: 2,967 shares 2,967 $787K 0.18% -940 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,101 shares; 2025Q2: 8,655 shares; 2025Q3: 9,592 shares; 2025Q4: 9,245 shares 9,245 $771K 0.17% -347 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 637 shares; 2025Q2: 8,038 shares; 2025Q3: 8,038 shares; 2025Q4: 7,984 shares 7,984 $767K 0.17% -54 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,444 shares; 2025Q2: 7,076 shares; 2025Q3: 7,110 shares; 2025Q4: 6,664 shares 6,664 $763K 0.17% -446 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,544 shares; 2025Q2: 5,652 shares; 2025Q3: 5,609 shares; 2025Q4: 5,864 shares 5,864 $735K 0.16% +255 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,694 shares; 2025Q2: 6,428 shares; 2025Q3: 6,352 shares; 2025Q4: 6,255 shares 6,255 $733K 0.16% -97 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,030 shares; 2025Q2: 3,853 shares; 2025Q3: 3,799 shares; 2025Q4: 3,799 shares 3,799 $728K 0.16% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,633 shares; 2025Q1: 17,293 shares; 2025Q2: 17,397 shares; 2025Q3: 14,520 shares; 2025Q4: 14,713 shares 14,713 $724K 0.16% +193 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,803 shares 7,803 $720K 0.16% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,293 shares; 2025Q2: 2,545 shares; 2025Q3: 4,206 shares; 2025Q4: 2,046 shares 2,046 $716K 0.16% -2,160 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,727 shares; 2024Q4: 17,155 shares; 2025Q1: 15,184 shares; 2025Q2: 5,543 shares; 2025Q3: 4,819 shares; 2025Q4: 5,711 shares 5,711 $713K 0.16% +892 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,884 shares; 2025Q2: 2,861 shares; 2025Q3: 2,916 shares; 2025Q4: 2,928 shares 2,928 $706K 0.16% +12 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,209 shares; 2025Q2: 3,986 shares; 2025Q3: 3,946 shares; 2025Q4: 3,957 shares 3,957 $702K 0.16% +11 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 833 shares; 2025Q2: 736 shares; 2025Q3: 698 shares; 2025Q4: 683 shares 683 $689K 0.15% -15 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 611 shares; 2025Q2: 625 shares; 2025Q3: 648 shares; 2025Q4: 626 shares 626 $670K 0.15% -22 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,605 shares; 2025Q2: 4,498 shares; 2025Q3: 4,104 shares; 2025Q4: 3,832 shares 3,832 $665K 0.15% -272 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,279 shares; 2024Q4: 53,005 shares; 2025Q1: 57,026 shares; 2025Q2: 62,786 shares; 2025Q3: 26,460 shares; 2025Q4: 12,138 shares 12,138 $655K 0.15% -14,322 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,336 shares; 2025Q3: 5,143 shares; 2025Q4: 5,036 shares 5,036 $643K 0.14% -107 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,934 shares; 2025Q2: 5,910 shares; 2025Q3: 6,003 shares; 2025Q4: 7,251 shares 7,251 $626K 0.14% +1,248 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,204 shares; 2025Q2: 5,204 shares; 2025Q3: 5,150 shares; 2025Q4: 5,150 shares 5,150 $619K 0.14% 0 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,758 shares; 2024Q4: 13,807 shares; 2025Q1: 16,087 shares; 2025Q2: 11,200 shares; 2025Q3: 11,746 shares; 2025Q4: 12,571 shares 12,571 $616K 0.14% +825 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 920 shares; 2025Q2: 1,636 shares; 2025Q3: 1,755 shares; 2025Q4: 1,804 shares 1,804 $607K 0.14% +49 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 605 shares; 2025Q2: 640 shares; 2025Q3: 646 shares; 2025Q4: 681 shares 681 $599K 0.13% +35 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,048 shares; 2025Q2: 896 shares; 2025Q3: 955 shares; 2025Q4: 1,145 shares 1,145 $598K 0.13% +190 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,367 shares; 2025Q2: 6,349 shares; 2025Q3: 5,805 shares; 2025Q4: 5,820 shares 5,820 $594K 0.13% +15 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 786 shares; 2025Q3: 750 shares; 2025Q4: 771 shares 771 $591K 0.13% +21 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,502 shares; 2025Q2: 6,182 shares; 2025Q3: 7,590 shares; 2025Q4: 6,661 shares 6,661 $580K 0.13% -929 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,031 shares; 2025Q2: 1,627 shares; 2025Q3: 1,809 shares; 2025Q4: 2,124 shares 2,124 $576K 0.13% +315 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,156 shares; 2025Q2: 2,105 shares; 2025Q3: 1,790 shares; 2025Q4: 1,742 shares 1,742 $574K 0.13% -48 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,505 shares; 2025Q2: 1,784 shares; 2025Q3: 1,707 shares; 2025Q4: 1,692 shares 1,692 $569K 0.13% -15 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 932 shares; 2025Q2: 980 shares; 2025Q3: 1,041 shares; 2025Q4: 1,135 shares 1,135 $557K 0.12% +94 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,827 shares; 2025Q2: 1,856 shares; 2025Q3: 1,859 shares; 2025Q4: 1,872 shares 1,872 $550K 0.12% +13 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,289 shares; 2025Q2: 5,857 shares; 2025Q3: 6,076 shares; 2025Q4: 8,186 shares 8,186 $549K 0.12% +2,110 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,207 shares; 2024Q4: 31,470 shares; 2025Q1: 36,682 shares; 2025Q2: 8,815 shares; 2025Q3: 7,889 shares; 2025Q4: 8,094 shares 8,094 $548K 0.12% +205 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,001 shares; 2025Q1: 10,049 shares; 2025Q2: 10,220 shares; 2025Q3: 10,111 shares; 2025Q4: 10,183 shares 10,183 $546K 0.12% +72 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,036 shares; 2025Q2: 6,261 shares; 2025Q3: 6,261 shares; 2025Q4: 6,239 shares 6,239 $544K 0.12% -22 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 587 shares; 2025Q2: 682 shares; 2025Q3: 673 shares; 2025Q4: 821 shares 821 $544K 0.12% +148 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,385 shares; 2025Q4: 18,719 shares 18,719 $535K 0.12% +9,334 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,251 shares; 2025Q2: 9,539 shares; 2025Q3: 9,605 shares; 2025Q4: 9,630 shares 9,630 $518K 0.12% +25 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 955 shares; 2025Q2: 1,043 shares; 2025Q3: 1,042 shares; 2025Q4: 1,098 shares 1,098 $513K 0.11% +56 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,433 shares; 2025Q2: 784 shares; 2025Q3: 762 shares; 2025Q4: 762 shares 762 $498K 0.11% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,032 shares; 2025Q2: 6,857 shares; 2025Q3: 7,154 shares; 2025Q4: 7,406 shares 7,406 $498K 0.11% +252 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,713 shares; 2024Q4: not reported; 2025Q1: 11,482 shares; 2025Q2: 11,412 shares; 2025Q3: 9,184 shares; 2025Q4: 8,881 shares 8,881 $483K 0.11% -303 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,762 shares; 2025Q2: 1,856 shares; 2025Q3: 1,982 shares; 2025Q4: 2,080 shares 2,080 $473K 0.11% +98 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 777 shares; 2025Q2: 1,487 shares; 2025Q3: 1,452 shares; 2025Q4: 1,476 shares 1,476 $462K 0.1% +24 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,215 shares; 2025Q3: 2,339 shares; 2025Q4: 2,600 shares 2,600 $462K 0.1% +261 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,592 shares; 2025Q2: 4,926 shares; 2025Q3: 4,776 shares; 2025Q4: 4,105 shares 4,105 $460K 0.1% -671 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 888 shares; 2025Q4: 899 shares 899 $459K 0.1% +11 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 439 shares; 2025Q2: 474 shares; 2025Q3: 472 shares; 2025Q4: 4,692 shares 4,692 $440K 0.1% +4,220 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,470 shares; 2025Q2: 3,396 shares; 2025Q3: 3,396 shares; 2025Q4: 3,401 shares 3,401 $428K 0.1% +5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 821 shares; 2025Q2: 633 shares; 2025Q3: 721 shares; 2025Q4: 723 shares 723 $419K 0.09% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,929 shares; 2025Q2: 1,919 shares; 2025Q3: 2,010 shares; 2025Q4: 1,993 shares 1,993 $416K 0.09% -17 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,617 shares; 2025Q2: 3,589 shares; 2025Q3: 3,559 shares; 2025Q4: 3,592 shares 3,592 $414K 0.09% +33 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares 7,800 $411K 0.09% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,165 shares; 2025Q2: 5,333 shares; 2025Q3: 4,696 shares; 2025Q4: 4,709 shares 4,709 $411K 0.09% +13 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,269 shares; 2025Q2: 1,399 shares; 2025Q3: 1,265 shares; 2025Q4: 1,253 shares 1,253 $410K 0.09% -12 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,691 shares; 2025Q1: 9,921 shares; 2025Q2: 7,944 shares; 2025Q3: 5,708 shares; 2025Q4: 4,185 shares 4,185 $409K 0.09% -1,523 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,135 shares 9,135 $405K 0.09% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,083 shares; 2025Q2: 1,009 shares; 2025Q3: 1,044 shares; 2025Q4: 1,025 shares 1,025 $399K 0.09% -19 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,751 shares; 2025Q4: 3,599 shares 3,599 $390K 0.09% +848 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,044 shares; 2025Q3: 1,051 shares; 2025Q4: 1,064 shares 1,064 $376K 0.08% +13 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,561 shares; 2025Q4: 1,731 shares 1,731 $371K 0.08% +170 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,309 shares; 2025Q2: 5,265 shares; 2025Q3: 4,176 shares; 2025Q4: 4,114 shares 4,114 $370K 0.08% -62 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,460 shares; 2024Q4: 21,448 shares; 2025Q1: 12,642 shares; 2025Q2: 12,687 shares; 2025Q3: 11,273 shares; 2025Q4: 8,927 shares 8,927 $364K 0.08% -2,346 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,746 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,810 shares 1,810 $361K 0.08% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,896 shares; 2025Q2: 1,789 shares; 2025Q3: 1,047 shares; 2025Q4: 1,346 shares 1,346 $361K 0.08% +299 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,301 shares; 2025Q2: 6,250 shares; 2025Q3: 3,873 shares; 2025Q4: 3,523 shares 3,523 $349K 0.08% -350 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,906 shares; 2025Q2: 8,265 shares; 2025Q3: 8,291 shares; 2025Q4: 8,260 shares 8,260 $345K 0.08% -31 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,347 shares; 2025Q3: 1,337 shares; 2025Q4: 1,551 shares 1,551 $338K 0.08% +214 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 994 shares; 2025Q3: 994 shares; 2025Q4: 994 shares 994 $338K 0.08% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,033 shares; 2025Q2: 1,148 shares; 2025Q3: 1,146 shares; 2025Q4: 1,161 shares 1,161 $337K 0.08% +15 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,027 shares; 2025Q2: 3,880 shares; 2025Q3: 3,797 shares; 2025Q4: 3,819 shares 3,819 $327K 0.07% +22 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,501 shares; 2024Q4: not reported; 2025Q1: 8,886 shares; 2025Q2: 9,499 shares; 2025Q3: 8,854 shares; 2025Q4: 8,670 shares 8,670 $321K 0.07% -184 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,928 shares; 2025Q2: 2,928 shares; 2025Q3: 2,928 shares; 2025Q4: 2,987 shares 2,987 $311K 0.07% +59 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,773 shares; 2025Q2: 2,591 shares; 2025Q3: 2,334 shares; 2025Q4: 2,313 shares 2,313 $307K 0.07% -21 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,044 shares; 2025Q2: 1,093 shares; 2025Q3: 1,054 shares; 2025Q4: 1,058 shares 1,058 $307K 0.07% +4 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,097 shares 3,097 $306K 0.07% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,367 shares; 2025Q2: 7,306 shares; 2025Q3: 7,863 shares; 2025Q4: 7,450 shares 7,450 $299K 0.07% -413 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,087 shares; 2025Q2: 2,005 shares; 2025Q3: 1,886 shares; 2025Q4: 1,189 shares 1,189 $294K 0.07% -697 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,806 shares; 2025Q3: 1,744 shares; 2025Q4: 1,819 shares 1,819 $291K 0.07% +75 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,267 shares; 2025Q2: 1,108 shares; 2025Q3: 1,259 shares; 2025Q4: 1,122 shares 1,122 $291K 0.07% -137 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 738 shares; 2025Q2: 711 shares; 2025Q3: 793 shares; 2025Q4: 1,378 shares 1,378 $290K 0.06% +585 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 471 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 471 shares 471 $289K 0.06% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,212 shares; 2025Q2: 3,664 shares; 2025Q3: 3,681 shares; 2025Q4: 3,615 shares 3,615 $286K 0.06% -66 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,552 shares; 2025Q2: 1,641 shares; 2025Q3: 1,732 shares; 2025Q4: 1,720 shares 1,720 $282K 0.06% -12 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,220 shares; 2025Q2: 9,883 shares; 2025Q3: 9,715 shares; 2025Q4: 8,831 shares 8,831 $266K 0.06% -884 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,568 shares; 2025Q2: 1,652 shares; 2025Q3: 1,379 shares; 2025Q4: 1,189 shares 1,189 $261K 0.06% -190 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,271 shares; 2025Q2: 1,225 shares; 2025Q3: 1,268 shares; 2025Q4: 1,239 shares 1,239 $259K 0.06% -29 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,660 shares; 2025Q2: 4,121 shares; 2025Q3: 4,334 shares; 2025Q4: 3,024 shares 3,024 $255K 0.06% -1,310 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 4,147 shares; 2025Q3: 4,235 shares; 2025Q4: 4,147 shares 4,147 $252K 0.06% -88 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 410 shares; 2025Q2: 411 shares; 2025Q3: not reported; 2025Q4: 439 shares 439 $249K 0.06% new Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,961 shares; 2025Q3: 4,975 shares; 2025Q4: 4,960 shares 4,960 $243K 0.05% -15 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,102 shares; 2025Q2: 2,106 shares; 2025Q3: 2,084 shares; 2025Q4: 2,128 shares 2,128 $240K 0.05% +44 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 654 shares; 2025Q4: 674 shares 674 $232K 0.05% +20 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 748 shares; 2025Q3: 748 shares; 2025Q4: 782 shares 782 $231K 0.05% +34 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,055 shares; 2025Q2: 3,340 shares; 2025Q3: 3,325 shares; 2025Q4: 3,325 shares 3,325 $227K 0.05% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,017 shares; 2025Q2: 879 shares; 2025Q3: not reported; 2025Q4: 1,115 shares 1,115 $226K 0.05% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 636 shares; 2025Q2: 596 shares; 2025Q3: 660 shares; 2025Q4: 519 shares 519 $221K 0.05% -141 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares 1,023 $218K 0.05% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,319 shares; 2024Q4: 10,197 shares; 2025Q1: 7,951 shares; 2025Q2: 8,340 shares; 2025Q3: 10,032 shares; 2025Q4: 8,761 shares 8,761 $218K 0.05% -1,271 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 709 shares; 2025Q4: 697 shares 697 $218K 0.05% -12 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,508 shares; 2025Q4: 2,689 shares 2,689 $216K 0.05% +181 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 732 shares; 2025Q2: 665 shares; 2025Q3: not reported; 2025Q4: 589 shares 589 $206K 0.05% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,310 shares; 2025Q4: 4,310 shares 4,310 $206K 0.05% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 301 shares 301 $204K 0.05% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 240 shares; 2025Q3: 263 shares; 2025Q4: 1,321 shares 1,321 $202K 0.05% +1,058 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,324 shares; 2025Q2: 1,013 shares; 2025Q3: 958 shares; 2025Q4: 871 shares 871 $201K 0.05% -87 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,481 shares 1,481 $201K 0.04% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,750 shares 92,750 $183K 0.04% new Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,625 shares 12,625 $170K 0.04% new Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,102 shares; 2025Q4: 2,259 shares 2,259 $166K 0.04% +157 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,761 shares 15,761 $162K 0.04% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $149K 0.03% 0 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 845 shares; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares; 2025Q4: 1,885 shares 1,885 $141K 0.03% +8 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,510 shares; 2025Q2: 1,435 shares; 2025Q3: 1,436 shares; 2025Q4: 849 shares 849 $120K 0.03% -587 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,947 shares; 2025Q2: 1,835 shares; 2025Q3: 1,745 shares; 2025Q4: 1,745 shares 1,745 $115K 0.03% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,507 shares; 2025Q2: 3,584 shares; 2025Q3: 3,618 shares; 2025Q4: 1,966 shares 1,966 $113K 0.03% -1,652 Timeline JFLI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,108 shares 2,108 $108K 0.02% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 818 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares 485 $87.9K 0.02% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: 369 shares 369 $70.5K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 179 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares 181 $60.8K 0.01% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,283 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 580 shares 580 $53.5K 0.01% 0 Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 813 shares; 2025Q4: 466 shares 466 $32.3K 0.01% -347 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 133 shares; 2025Q2: 333 shares; 2025Q3: 398 shares; 2025Q4: 376 shares 376 $22.1K <0.01% -22 Timeline JDIV J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112 shares; 2025Q4: 115 shares 115 $6.17K <0.01% +3 Timeline JADE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85 shares 85 $5.34K <0.01% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares 14 $1.69K <0.01% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares 11 $486 <0.01% 0 Timeline