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: restricted; 2024Q4: 101,487 shares; 2025Q1: 100,972 shares; 2025Q2: 100,750 shares; 2025Q3: 96,817 shares 96,817 $24.7M 14.18% -3,933 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: restricted; 2024Q4: 130,057 shares; 2025Q1: 127,743 shares; 2025Q2: 124,098 shares; 2025Q3: 121,773 shares 121,773 $22.7M 13.07% -2,325 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: restricted; 2024Q4: 74,241 shares; 2025Q1: 73,474 shares; 2025Q2: 73,333 shares; 2025Q3: 72,556 shares 72,556 $15.9M 9.16% -777 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: restricted; 2024Q4: 62,878 shares; 2025Q1: 62,793 shares; 2025Q2: 63,096 shares; 2025Q3: 62,272 shares 62,272 $15.1M 8.71% -824 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: restricted; 2024Q4: 24,534 shares; 2025Q1: 24,303 shares; 2025Q2: 23,996 shares; 2025Q3: 23,888 shares 23,888 $8.15M 4.69% -108 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: restricted; 2024Q4: 15,268 shares; 2025Q1: 15,512 shares; 2025Q2: 15,489 shares; 2025Q3: 15,211 shares 15,211 $7.88M 4.53% -278 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: restricted; 2024Q4: 25,675 shares; 2025Q1: 25,516 shares; 2025Q2: 24,902 shares; 2025Q3: 24,365 shares 24,365 $7.69M 4.42% -537 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: restricted; 2024Q4: 13,965 shares; 2025Q1: 14,464 shares; 2025Q2: 14,804 shares; 2025Q3: 14,793 shares 14,793 $5.99M 3.45% -11 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: restricted; 2024Q4: 107,790 shares; 2025Q1: 108,117 shares; 2025Q2: 106,193 shares; 2025Q3: 105,182 shares 105,182 $5.43M 3.12% -1,011 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,013 shares; 2025Q1: 84,535 shares; 2025Q2: 81,825 shares; 2025Q3: 82,686 shares 82,686 $4.05M 2.33% +861 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: restricted; 2024Q4: 7,902 shares; 2025Q1: 7,230 shares; 2025Q2: 6,905 shares; 2025Q3: 6,873 shares 6,873 $3.46M 1.99% -32 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: restricted; 2024Q4: 14,783 shares; 2025Q1: 15,019 shares; 2025Q2: 14,912 shares; 2025Q3: 14,175 shares 14,175 $3.45M 1.99% -737 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,107 shares; 2025Q1: 11,602 shares; 2025Q2: 11,429 shares; 2025Q3: 11,195 shares 11,195 $3.44M 1.98% -234 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: restricted; 2024Q4: 16,749 shares; 2025Q1: 17,234 shares; 2025Q2: 16,922 shares; 2025Q3: 16,873 shares 16,873 $3.24M 1.87% -49 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: restricted; 2024Q4: 3,848 shares; 2025Q1: 3,848 shares; 2025Q2: 6,305 shares; 2025Q3: 9,019 shares 9,019 $3.11M 1.79% +2,714 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: restricted; 2024Q4: 8,476 shares; 2025Q1: 8,463 shares; 2025Q2: 8,413 shares; 2025Q3: 8,351 shares 8,351 $2.54M 1.46% -62 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: restricted; 2024Q4: 15,847 shares; 2025Q1: 15,481 shares; 2025Q2: 14,057 shares; 2025Q3: 12,509 shares 12,509 $2.32M 1.33% -1,548 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: restricted; 2024Q4: 12,432 shares; 2025Q1: 14,302 shares; 2025Q2: 20,603 shares; 2025Q3: 26,539 shares 26,539 $2.22M 1.27% +5,936 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: restricted; 2024Q4: 2,016 shares; 2025Q1: 2,015 shares; 2025Q2: 2,015 shares; 2025Q3: 2,014 shares 2,014 $1.86M 1.07% -1 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: restricted; 2024Q4: 4,521 shares; 2025Q1: 4,466 shares; 2025Q2: 4,322 shares; 2025Q3: 3,961 shares 3,961 $1.81M 1.04% -361 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,726 shares; 2025Q1: 10,048 shares; 2025Q2: 12,219 shares; 2025Q3: 12,608 shares 12,608 $1.7M 0.98% +389 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: restricted; 2024Q4: 4,164 shares; 2025Q1: 4,094 shares; 2025Q2: 3,797 shares; 2025Q3: 3,792 shares 3,792 $1.69M 0.97% -5 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,545 shares; 2025Q1: 46,570 shares; 2025Q2: 45,350 shares; 2025Q3: 44,075 shares 44,075 $1.57M 0.9% -1,275 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: restricted; 2024Q4: 7,887 shares; 2025Q1: 8,349 shares; 2025Q2: 10,070 shares; 2025Q3: 9,993 shares 9,993 $1.4M 0.81% -77 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: restricted; 2024Q4: 8,063 shares; 2025Q1: 8,049 shares; 2025Q2: 8,087 shares; 2025Q3: 8,057 shares 8,057 $1.25M 0.72% -30 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: restricted; 2024Q4: 19,659 shares; 2025Q1: 19,579 shares; 2025Q2: 19,239 shares; 2025Q3: 18,959 shares 18,959 $1.23M 0.71% -280 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: restricted; 2024Q4: 7,221 shares; 2025Q1: 7,156 shares; 2025Q2: 7,054 shares; 2025Q3: 6,979 shares 6,979 $1.19M 0.68% -75 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: restricted; 2024Q4: 1,381 shares; 2025Q1: 1,577 shares; 2025Q2: 1,952 shares; 2025Q3: 1,936 shares 1,936 $1.16M 0.67% -16 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: restricted; 2024Q4: 5,378 shares; 2025Q1: 5,361 shares; 2025Q2: 5,301 shares; 2025Q3: 5,262 shares 5,262 $1.16M 0.67% -39 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,955 shares; 2025Q1: 3,955 shares; 2025Q2: 4,045 shares; 2025Q3: 3,895 shares 3,895 $1.09M 0.63% -150 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: restricted; 2024Q4: 1,165 shares; 2025Q1: 1,286 shares; 2025Q2: 1,417 shares; 2025Q3: 1,402 shares 1,402 $1.07M 0.62% -15 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,285 shares; 2025Q1: 9,000 shares; 2025Q2: 8,359 shares; 2025Q3: 8,224 shares 8,224 $999K 0.57% -135 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: restricted; 2024Q4: 11,874 shares; 2025Q1: 11,220 shares; 2025Q2: 10,724 shares; 2025Q3: 10,167 shares 10,167 $964K 0.55% -557 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: restricted; 2024Q4: 3,365 shares; 2025Q1: 3,360 shares; 2025Q2: 3,344 shares; 2025Q3: 3,234 shares 3,234 $913K 0.52% -110 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: restricted; 2024Q4: 8,235 shares; 2025Q1: 7,822 shares; 2025Q2: 7,697 shares; 2025Q3: 7,505 shares 7,505 $846K 0.49% -192 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: restricted; 2024Q4: 14,014 shares; 2025Q1: 13,899 shares; 2025Q2: 13,430 shares; 2025Q3: 13,359 shares 13,359 $817K 0.47% -71 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: restricted; 2024Q4: 6,313 shares; 2025Q1: 6,014 shares; 2025Q2: 6,520 shares; 2025Q3: 6,275 shares 6,275 $777K 0.45% -245 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: restricted; 2024Q4: not reported; 2025Q1: 1,969 shares; 2025Q2: 2,730 shares; 2025Q3: 2,705 shares 2,705 $755K 0.43% -25 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: restricted; 2024Q4: not reported; 2025Q1: 360 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares 1,057 $707K 0.41% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,866 shares; 2025Q1: 9,465 shares; 2025Q2: 9,522 shares; 2025Q3: 9,356 shares 9,356 $706K 0.41% -166 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,353 shares; 2025Q1: 1,353 shares; 2025Q2: 1,303 shares; 2025Q3: 1,301 shares 1,301 $618K 0.36% -2 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,613 shares; 2025Q1: 2,613 shares; 2025Q2: 2,683 shares; 2025Q3: 4,282 shares 4,282 $598K 0.34% +1,599 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,130 shares; 2025Q1: 5,830 shares; 2025Q2: 5,858 shares; 2025Q3: 5,803 shares 5,803 $569K 0.33% -55 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: restricted; 2024Q4: 2,514 shares; 2025Q1: 2,464 shares; 2025Q2: 2,439 shares; 2025Q3: 2,317 shares 2,317 $549K 0.32% -122 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: restricted; 2024Q4: 24,490 shares; 2025Q1: 24,490 shares; 2025Q2: 24,490 shares; 2025Q3: 24,490 shares 24,490 $538K 0.31% 0 Timeline ALIT ALIGHT INC More: the full row for ALIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 208,750 shares; 2025Q1: 208,700 shares; 2025Q2: 180,300 shares; 2025Q3: 137,800 shares 137,800 $449K 0.26% -42,500 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,586 shares 1,586 $448K 0.26% new 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: restricted; 2024Q4: 3,127 shares; 2025Q1: 3,102 shares; 2025Q2: 3,063 shares; 2025Q3: 2,852 shares 2,852 $438K 0.25% -211 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: restricted; 2024Q4: 548 shares; 2025Q1: 548 shares; 2025Q2: 548 shares; 2025Q3: 548 shares 548 $436K 0.25% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,477 shares; 2025Q1: 1,477 shares; 2025Q2: 1,377 shares; 2025Q3: 1,377 shares 1,377 $359K 0.21% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,475 shares; 2025Q3: 1,225 shares 1,225 $352K 0.2% -250 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: restricted; 2024Q4: 3,651 shares; 2025Q1: 3,750 shares; 2025Q2: 3,702 shares; 2025Q3: 2,697 shares 2,697 $278K 0.16% -1,005 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 812 shares; 2025Q3: 812 shares 812 $268K 0.15% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,010 shares; 2025Q2: 2,165 shares; 2025Q3: 2,155 shares 2,155 $247K 0.14% -10 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: restricted; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: 412 shares 412 $234K 0.13% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 904 shares 904 $219K 0.13% new Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,355 shares; 2025Q1: 4,251 shares; 2025Q2: 4,301 shares; 2025Q3: 4,230 shares 4,230 $213K 0.12% -71 Timeline