VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 523,242 shares; 2025Q1: 536,972 shares; 2025Q2: 536,809 shares; 2025Q3: 569,077 shares 569,077 $323M 16.42% +32,268 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,075,224 shares; 2025Q1: 2,095,734 shares; 2025Q2: 2,150,144 shares; 2025Q3: 2,233,448 shares 2,233,448 $164M 8.36% +83,304 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,621,237 shares; 2025Q1: 2,629,280 shares; 2025Q2: 2,603,492 shares; 2025Q3: 2,770,339 shares 2,770,339 $158M 8.02% +166,847 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,721,827 shares; 2025Q1: 1,772,239 shares; 2025Q2: 1,878,946 shares; 2025Q3: 1,941,060 shares 1,941,060 $114M 5.8% +62,114 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 900,008 shares; 2025Q1: 918,675 shares; 2025Q2: 922,025 shares; 2025Q3: 979,780 shares 979,780 $107M 5.44% +57,755 Timeline IGIB 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: 1,800,482 shares; 2025Q1: 1,810,780 shares; 2025Q2: 1,881,074 shares; 2025Q3: 1,966,925 shares 1,966,925 $105M 5.33% +85,851 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,576,888 shares; 2025Q1: 1,591,955 shares; 2025Q2: 1,574,000 shares; 2025Q3: 1,689,031 shares 1,689,031 $105M 5.32% +115,031 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,599,764 shares; 2025Q1: 1,627,307 shares; 2025Q2: 1,658,973 shares; 2025Q3: 1,732,187 shares 1,732,187 $80.3M 4.08% +73,214 Timeline SMLF 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: 800,756 shares; 2025Q1: 837,350 shares; 2025Q2: 870,884 shares; 2025Q3: 915,251 shares 915,251 $62.2M 3.16% +44,367 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 920,992 shares; 2025Q1: 929,465 shares; 2025Q2: 941,557 shares; 2025Q3: 998,808 shares 998,808 $49.4M 2.51% +57,251 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 151,414 shares; 2025Q1: 149,006 shares; 2025Q2: 166,188 shares; 2025Q3: 171,400 shares 171,400 $48.9M 2.48% +5,212 Timeline IEFA 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: 427,410 shares; 2025Q1: 424,125 shares; 2025Q2: 430,338 shares; 2025Q3: 480,486 shares 480,486 $40.1M 2.04% +50,148 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125,371 shares; 2025Q1: 126,663 shares; 2025Q2: 128,846 shares; 2025Q3: 134,659 shares 134,659 $32.4M 1.64% +5,813 Timeline IMTM 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: 593,044 shares; 2025Q1: 595,567 shares; 2025Q2: 601,479 shares; 2025Q3: 629,086 shares 629,086 $28.7M 1.46% +27,607 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 725,152 shares; 2025Q1: 751,285 shares; 2025Q2: 755,117 shares; 2025Q3: 796,249 shares 796,249 $24.7M 1.25% +41,132 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 475,877 shares; 2025Q1: 473,296 shares; 2025Q2: 487,005 shares; 2025Q3: 513,890 shares 513,890 $22M 1.12% +26,885 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: 19,610 shares; 2025Q1: 19,602 shares; 2025Q2: 19,752 shares; 2025Q3: 41,627 shares 41,627 $20.7M 1.05% +21,875 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,971 shares; 2025Q1: 79,801 shares; 2025Q2: 79,358 shares; 2025Q3: 95,577 shares 95,577 $19.6M 1% +16,219 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: 28,994 shares; 2025Q1: 27,978 shares; 2025Q2: 27,665 shares; 2025Q3: 28,648 shares 28,648 $17.8M 0.9% +983 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 155,335 shares; 2025Q1: 154,860 shares; 2025Q2: 155,005 shares; 2025Q3: 158,497 shares 158,497 $17.5M 0.89% +3,492 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,012 shares; 2025Q1: 57,475 shares; 2025Q2: 67,990 shares; 2025Q3: 70,475 shares 70,475 $16.7M 0.85% +2,485 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 148,305 shares; 2025Q1: 154,225 shares; 2025Q2: 157,846 shares; 2025Q3: 160,136 shares 160,136 $16.1M 0.82% +2,290 Timeline LRGF 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: 212,734 shares; 2025Q1: 207,869 shares; 2025Q2: 229,860 shares; 2025Q3: 231,813 shares 231,813 $14.9M 0.76% +1,953 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,874 shares; 2025Q1: 31,682 shares; 2025Q2: 44,504 shares; 2025Q3: 46,346 shares 46,346 $13M 0.66% +1,842 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: 3,902 shares; 2025Q1: 3,940 shares; 2025Q2: 3,563 shares; 2025Q3: 66,504 shares 66,504 $10.6M 0.54% +62,941 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: 91,090 shares; 2025Q1: 93,505 shares; 2025Q2: 93,267 shares; 2025Q3: 107,100 shares 107,100 $10.5M 0.53% +13,833 Timeline INTF 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: 277,970 shares; 2025Q1: 289,425 shares; 2025Q2: 301,413 shares; 2025Q3: 303,958 shares 303,958 $10.4M 0.53% +2,545 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,582 shares; 2025Q1: 52,409 shares; 2025Q2: 52,027 shares; 2025Q3: 52,819 shares 52,819 $10.3M 0.52% +792 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: 53,689 shares; 2025Q1: 53,701 shares; 2025Q2: 55,274 shares; 2025Q3: 62,665 shares 62,665 $9.9M 0.5% +7,391 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,305 shares; 2025Q1: 20,964 shares; 2025Q2: 21,057 shares; 2025Q3: 21,899 shares 21,899 $9.6M 0.49% +842 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137,930 shares; 2025Q1: 137,236 shares; 2025Q2: 142,199 shares; 2025Q3: 157,093 shares 157,093 $9.43M 0.48% +14,894 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 199,989 shares; 2025Q1: 195,294 shares; 2025Q2: 198,224 shares; 2025Q3: 199,864 shares 199,864 $8.45M 0.43% +1,640 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,616 shares; 2025Q1: 70,862 shares; 2025Q2: 65,075 shares; 2025Q3: 72,880 shares 72,880 $7.61M 0.39% +7,805 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: 10,705 shares; 2025Q1: 10,943 shares; 2025Q2: 10,950 shares; 2025Q3: 14,581 shares 14,581 $7.08M 0.36% +3,631 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,544 shares; 2025Q1: 70,434 shares; 2025Q2: 74,034 shares; 2025Q3: 78,440 shares 78,440 $6.5M 0.33% +4,406 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: 20,205 shares; 2025Q1: 20,105 shares; 2025Q2: 20,153 shares; 2025Q3: 21,693 shares 21,693 $6.29M 0.32% +1,540 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: 25,557 shares; 2025Q1: 26,345 shares; 2025Q2: 25,922 shares; 2025Q3: 28,374 shares 28,374 $6.22M 0.32% +2,452 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: 32,271 shares; 2025Q1: 31,627 shares; 2025Q2: 32,195 shares; 2025Q3: 33,453 shares 33,453 $5.9M 0.3% +1,258 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,497 shares; 2025Q1: 5,494 shares; 2025Q2: 5,744 shares; 2025Q3: 8,687 shares 8,687 $5.37M 0.27% +2,943 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: 14,568 shares; 2025Q1: 14,791 shares; 2025Q2: 14,787 shares; 2025Q3: 15,079 shares 15,079 $5.35M 0.27% +292 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 232,541 shares; 2025Q1: 223,571 shares; 2025Q2: 209,296 shares; 2025Q3: 234,436 shares 234,436 $5.18M 0.26% +25,140 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,822 shares; 2025Q1: 57,596 shares; 2025Q2: 56,152 shares; 2025Q3: 56,152 shares 56,152 $5.16M 0.26% 0 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: 10,920 shares; 2025Q1: 11,298 shares; 2025Q2: 10,294 shares; 2025Q3: 15,371 shares 15,371 $4.8M 0.24% +5,077 Timeline IEI 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: 31,633 shares; 2025Q1: 29,852 shares; 2025Q2: 36,641 shares; 2025Q3: 38,256 shares 38,256 $4.56M 0.23% +1,615 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,828 shares; 2025Q1: 62,078 shares; 2025Q2: 63,558 shares; 2025Q3: 73,208 shares 73,208 $4.38M 0.22% +9,650 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,519 shares; 2025Q1: 21,165 shares; 2025Q2: 23,046 shares; 2025Q3: 24,422 shares 24,422 $4.32M 0.22% +1,376 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: 14,818 shares; 2025Q1: 14,633 shares; 2025Q2: 14,633 shares; 2025Q3: 18,355 shares 18,355 $3.96M 0.2% +3,722 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,145 shares; 2025Q1: 51,751 shares; 2025Q2: 48,868 shares; 2025Q3: 50,091 shares 50,091 $3.94M 0.2% +1,223 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,760 shares; 2025Q1: 43,180 shares; 2025Q2: 41,953 shares; 2025Q3: 43,774 shares 43,774 $3.91M 0.2% +1,821 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,767 shares; 2025Q1: 6,531 shares; 2025Q2: 6,487 shares; 2025Q3: 12,873 shares 12,873 $3.91M 0.2% +6,386 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,297 shares; 2025Q1: 13,197 shares; 2025Q2: 13,291 shares; 2025Q3: 15,214 shares 15,214 $3.85M 0.2% +1,923 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,992 shares; 2025Q1: 19,772 shares; 2025Q2: 19,692 shares; 2025Q3: 19,692 shares 19,692 $3.82M 0.19% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,466 shares; 2025Q1: 20,903 shares; 2025Q2: 20,713 shares; 2025Q3: 20,693 shares 20,693 $3.59M 0.18% -20 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,447 shares; 2025Q1: 12,590 shares; 2025Q2: 12,590 shares; 2025Q3: 12,703 shares 12,703 $3.52M 0.18% +113 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,948 shares; 2025Q1: 11,711 shares; 2025Q2: 11,691 shares; 2025Q3: 12,993 shares 12,993 $3.48M 0.18% +1,302 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: 28,743 shares; 2025Q1: 28,181 shares; 2025Q2: 27,724 shares; 2025Q3: 30,955 shares 30,955 $3.34M 0.17% +3,231 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: 20,717 shares; 2025Q1: 20,562 shares; 2025Q2: 20,598 shares; 2025Q3: 21,838 shares 21,838 $3.34M 0.17% +1,240 Timeline IEF 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: 25,823 shares; 2025Q1: 29,010 shares; 2025Q2: 30,215 shares; 2025Q3: 32,160 shares 32,160 $3.08M 0.16% +1,945 Timeline SCZ 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: 47,795 shares; 2025Q1: 46,200 shares; 2025Q2: 39,269 shares; 2025Q3: 40,169 shares 40,169 $2.92M 0.15% +900 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,635 shares; 2025Q1: 18,552 shares; 2025Q2: 18,560 shares; 2025Q3: 20,656 shares 20,656 $2.91M 0.15% +2,096 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP 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: 28,421 shares 28,421 $2.8M 0.14% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,989 shares; 2025Q1: 35,891 shares; 2025Q2: 35,675 shares; 2025Q3: 38,024 shares 38,024 $2.73M 0.14% +2,349 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,943 shares 4,943 $2.73M 0.14% new 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: 16,691 shares; 2025Q1: 16,368 shares; 2025Q2: 15,945 shares; 2025Q3: 18,026 shares 18,026 $2.58M 0.13% +2,081 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,558 shares; 2025Q1: 7,558 shares; 2025Q2: 7,558 shares; 2025Q3: 7,558 shares 7,558 $2.57M 0.13% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,238 shares; 2025Q1: 12,448 shares; 2025Q2: 12,603 shares; 2025Q3: 13,108 shares 13,108 $2.56M 0.13% +505 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF 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: 45,745 shares; 2025Q3: 45,745 shares 45,745 $2.36M 0.12% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,137 shares; 2025Q1: 5,074 shares; 2025Q2: 5,146 shares; 2025Q3: 5,146 shares 5,146 $2.18M 0.11% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,675 shares; 2025Q1: 3,791 shares; 2025Q2: 3,952 shares; 2025Q3: 4,437 shares 4,437 $2.05M 0.1% +485 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,662 shares; 2025Q1: 1,560 shares; 2025Q2: 23,052 shares; 2025Q3: 22,590 shares 22,590 $2.04M 0.1% -462 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,521 shares; 2025Q1: 6,458 shares; 2025Q2: 6,347 shares; 2025Q3: 6,523 shares 6,523 $2.03M 0.1% +176 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,510 shares; 2025Q1: 47,755 shares; 2025Q2: 43,955 shares; 2025Q3: 43,955 shares 43,955 $1.98M 0.1% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,215 shares; 2025Q1: 1,271 shares; 2025Q2: 1,403 shares; 2025Q3: 2,617 shares 2,617 $1.93M 0.1% +1,214 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: 4,840 shares; 2025Q1: 4,618 shares; 2025Q2: 4,553 shares; 2025Q3: 5,257 shares 5,257 $1.93M 0.1% +704 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,066 shares; 2025Q1: 8,004 shares; 2025Q2: 7,781 shares; 2025Q3: 8,629 shares 8,629 $1.91M 0.1% +848 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: 3,263 shares; 2025Q1: 3,267 shares; 2025Q2: 3,269 shares; 2025Q3: 3,765 shares 3,765 $1.91M 0.1% +496 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,363 shares; 2025Q1: 3,108 shares; 2025Q2: 3,131 shares; 2025Q3: 2,404 shares 2,404 $1.81M 0.09% -727 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,142 shares; 2025Q1: 9,594 shares; 2025Q2: 25,999 shares; 2025Q3: 26,333 shares 26,333 $1.8M 0.09% +334 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,407 shares; 2025Q1: 5,853 shares; 2025Q2: 5,683 shares; 2025Q3: 5,975 shares 5,975 $1.79M 0.09% +292 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,532 shares; 2025Q1: 4,579 shares; 2025Q2: 4,657 shares; 2025Q3: 4,650 shares 4,650 $1.78M 0.09% -7 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: 1,167 shares; 2025Q1: 1,177 shares; 2025Q2: 1,195 shares; 2025Q3: 1,787 shares 1,787 $1.77M 0.09% +592 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,003 shares; 2025Q1: 16,215 shares; 2025Q2: 15,559 shares; 2025Q3: 17,680 shares 17,680 $1.75M 0.09% +2,121 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,811 shares; 2025Q1: 22,635 shares; 2025Q2: 22,666 shares; 2025Q3: 23,372 shares 23,372 $1.74M 0.09% +706 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,040 shares; 2025Q1: 12,040 shares; 2025Q2: 12,040 shares; 2025Q3: 31,480 shares 31,480 $1.73M 0.09% +19,440 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,243 shares; 2025Q1: 34,891 shares; 2025Q2: 35,567 shares; 2025Q3: 38,604 shares 38,604 $1.67M 0.08% +3,037 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: 2,814 shares; 2025Q1: 2,915 shares; 2025Q2: 3,614 shares; 2025Q3: 5,247 shares 5,247 $1.67M 0.08% +1,633 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,302 shares; 2025Q1: 2,151 shares; 2025Q2: 2,177 shares; 2025Q3: 5,203 shares 5,203 $1.66M 0.08% +3,026 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,802 shares; 2025Q1: 11,739 shares; 2025Q2: 12,220 shares; 2025Q3: 12,220 shares 12,220 $1.65M 0.08% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,516 shares; 2025Q1: 11,584 shares; 2025Q2: 11,242 shares; 2025Q3: 12,117 shares 12,117 $1.56M 0.08% +875 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,421 shares; 2025Q1: 12,336 shares; 2025Q2: 12,483 shares; 2025Q3: 16,873 shares 16,873 $1.51M 0.08% +4,390 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,804 shares; 2025Q1: 24,488 shares; 2025Q2: 22,174 shares; 2025Q3: 23,039 shares 23,039 $1.48M 0.08% +865 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,825 shares; 2025Q1: 17,954 shares; 2025Q2: 17,168 shares; 2025Q3: 17,644 shares 17,644 $1.47M 0.07% +476 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: 1,765 shares; 2025Q1: 1,785 shares; 2025Q2: 1,836 shares; 2025Q3: 1,840 shares 1,840 $1.43M 0.07% +4 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,827 shares; 2025Q1: 12,749 shares; 2025Q2: 12,765 shares; 2025Q3: 16,615 shares 16,615 $1.41M 0.07% +3,850 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,085 shares; 2025Q1: 8,400 shares; 2025Q2: 8,400 shares; 2025Q3: 8,400 shares 8,400 $1.38M 0.07% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,009 shares; 2025Q1: 35,796 shares; 2025Q2: 26,462 shares; 2025Q3: 28,924 shares 28,924 $1.34M 0.07% +2,462 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,269 shares; 2025Q1: 8,102 shares; 2025Q2: 7,937 shares; 2025Q3: 8,170 shares 8,170 $1.3M 0.07% +233 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,396 shares; 2025Q1: 3,494 shares; 2025Q2: 3,232 shares; 2025Q3: 6,978 shares 6,978 $1.3M 0.07% +3,746 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,463 shares; 2025Q1: 9,616 shares; 2025Q2: 9,507 shares; 2025Q3: 10,395 shares 10,395 $1.28M 0.07% +888 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,871 shares; 2025Q1: 9,166 shares; 2025Q2: 9,166 shares; 2025Q3: 14,310 shares 14,310 $1.27M 0.06% +5,144 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,196 shares; 2025Q1: 16,605 shares; 2025Q2: 15,043 shares; 2025Q3: 15,793 shares 15,793 $1.25M 0.06% +750 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: 8,338 shares; 2025Q1: 7,943 shares; 2025Q2: 7,341 shares; 2025Q3: 9,089 shares 9,089 $1.2M 0.06% +1,748 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,838 shares; 2025Q1: 16,237 shares; 2025Q2: 14,995 shares; 2025Q3: 16,010 shares 16,010 $1.15M 0.06% +1,015 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,678 shares; 2025Q1: 3,221 shares; 2025Q2: 3,336 shares; 2025Q3: 8,395 shares 8,395 $1.14M 0.06% +5,059 Timeline SHY 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: 10,215 shares; 2025Q1: 9,991 shares; 2025Q2: 11,663 shares; 2025Q3: 13,643 shares 13,643 $1.13M 0.06% +1,980 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,528 shares; 2025Q1: 7,258 shares; 2025Q2: 7,258 shares; 2025Q3: 8,926 shares 8,926 $1.13M 0.06% +1,668 Timeline IYF 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: 5,740 shares; 2025Q1: 5,410 shares; 2025Q2: 5,410 shares; 2025Q3: 8,910 shares 8,910 $1.08M 0.05% +3,500 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: 2,965 shares; 2025Q1: 2,964 shares; 2025Q2: 2,996 shares; 2025Q3: 1,900 shares 1,900 $1.07M 0.05% -1,096 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,231 shares; 2025Q1: 32,045 shares; 2025Q2: 27,068 shares; 2025Q3: 29,744 shares 29,744 $1.06M 0.05% +2,676 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,234 shares; 2025Q1: 5,146 shares; 2025Q2: 5,162 shares; 2025Q3: 7,235 shares 7,235 $1.06M 0.05% +2,073 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,471 shares; 2025Q1: 6,717 shares; 2025Q2: 6,201 shares; 2025Q3: 6,564 shares 6,564 $1.05M 0.05% +363 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,371 shares; 2025Q1: 4,380 shares; 2025Q2: 4,267 shares; 2025Q3: 10,241 shares 10,241 $984K 0.05% +5,974 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,564 shares; 2025Q1: 2,368 shares; 2025Q2: 2,317 shares; 2025Q3: 2,503 shares 2,503 $973K 0.05% +186 Timeline IJT 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: 7,305 shares; 2025Q1: 7,309 shares; 2025Q2: 7,313 shares; 2025Q3: 7,313 shares 7,313 $973K 0.05% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,620 shares; 2025Q1: 3,524 shares; 2025Q2: 3,532 shares; 2025Q3: 3,745 shares 3,745 $959K 0.05% +213 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,892 shares; 2025Q1: 5,881 shares; 2025Q2: 5,865 shares; 2025Q3: 6,141 shares 6,141 $935K 0.05% +276 Timeline AOA 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: 3,775 shares; 2025Q1: 3,632 shares; 2025Q2: 3,643 shares; 2025Q3: 11,209 shares 11,209 $935K 0.05% +7,566 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: 3,007 shares; 2025Q1: 3,061 shares; 2025Q2: 3,210 shares; 2025Q3: 3,384 shares 3,384 $933K 0.05% +174 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,212 shares; 2025Q1: 2,215 shares; 2025Q2: 2,222 shares; 2025Q3: 2,402 shares 2,402 $933K 0.05% +180 Timeline DSI 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: 8,133 shares; 2025Q1: 8,133 shares; 2025Q2: 8,018 shares; 2025Q3: 8,018 shares 8,018 $931K 0.05% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: 2,100 shares 2,100 $925K 0.05% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,668 shares; 2025Q1: 2,711 shares; 2025Q2: 2,663 shares; 2025Q3: 4,416 shares 4,416 $925K 0.05% +1,753 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: 2,975 shares; 2025Q1: 2,932 shares; 2025Q2: 2,599 shares; 2025Q3: 3,151 shares 3,151 $921K 0.05% +552 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 169 shares; 2025Q1: 142 shares; 2025Q2: 138 shares; 2025Q3: 159 shares 159 $920K 0.05% +21 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: 13,797 shares; 2025Q1: 13,496 shares; 2025Q2: 13,666 shares; 2025Q3: 19,197 shares 19,197 $908K 0.05% +5,531 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,655 shares; 2025Q1: 2,630 shares; 2025Q2: 2,629 shares; 2025Q3: 2,767 shares 2,767 $906K 0.05% +138 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,400 shares; 2025Q1: 5,619 shares; 2025Q2: 5,572 shares; 2025Q3: 6,715 shares 6,715 $895K 0.05% +1,143 Timeline MBB 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: 10,113 shares; 2025Q1: 9,128 shares; 2025Q2: 9,031 shares; 2025Q3: 9,467 shares 9,467 $889K 0.05% +436 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,752 shares; 2025Q1: 2,728 shares; 2025Q2: 2,728 shares; 2025Q3: 2,878 shares 2,878 $839K 0.04% +150 Timeline IWV 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: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 2,355 shares 2,355 $827K 0.04% +1,655 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: 2,915 shares; 2025Q1: 3,105 shares; 2025Q2: 3,098 shares; 2025Q3: 4,614 shares 4,614 $819K 0.04% +1,516 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: 3,195 shares; 2025Q1: 3,195 shares; 2025Q2: 3,380 shares; 2025Q3: 3,525 shares 3,525 $798K 0.04% +145 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,383 shares; 2025Q1: 2,342 shares; 2025Q2: 2,293 shares; 2025Q3: 2,396 shares 2,396 $796K 0.04% +103 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,368 shares; 2025Q1: 4,374 shares; 2025Q2: 4,337 shares; 2025Q3: 4,739 shares 4,739 $787K 0.04% +402 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,873 shares; 2025Q1: 12,280 shares; 2025Q2: 12,575 shares; 2025Q3: 17,156 shares 17,156 $776K 0.04% +4,581 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,547 shares; 2025Q1: 20,547 shares; 2025Q2: 18,997 shares; 2025Q3: 18,997 shares 18,997 $769K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,646 shares; 2025Q1: 1,647 shares; 2025Q2: 1,667 shares; 2025Q3: 1,719 shares 1,719 $752K 0.04% +52 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,608 shares; 2025Q1: 4,398 shares; 2025Q2: 4,315 shares; 2025Q3: 4,438 shares 4,438 $749K 0.04% +123 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,293 shares; 2025Q1: 5,679 shares; 2025Q2: 5,862 shares; 2025Q3: 6,473 shares 6,473 $740K 0.04% +611 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,193 shares; 2025Q1: 2,206 shares; 2025Q2: 2,197 shares; 2025Q3: 2,491 shares 2,491 $734K 0.04% +294 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,056 shares; 2025Q1: 23,108 shares; 2025Q2: 23,359 shares; 2025Q3: 24,931 shares 24,931 $721K 0.04% +1,572 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,099 shares; 2025Q1: 1,085 shares; 2025Q2: not reported; 2025Q3: 3,107 shares 3,107 $715K 0.04% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,451 shares; 2025Q1: 9,236 shares; 2025Q2: 9,257 shares; 2025Q3: 10,265 shares 10,265 $712K 0.04% +1,008 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,895 shares; 2025Q1: 1,898 shares; 2025Q2: 1,908 shares; 2025Q3: 2,143 shares 2,143 $692K 0.04% +235 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,375 shares; 2025Q1: 7,000 shares; 2025Q2: 6,810 shares; 2025Q3: 8,310 shares 8,310 $673K 0.03% +1,500 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,735 shares; 2025Q1: 13,195 shares; 2025Q2: 13,201 shares; 2025Q3: 13,909 shares 13,909 $671K 0.03% +708 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,917 shares; 2025Q1: 5,821 shares; 2025Q2: 5,350 shares; 2025Q3: 5,521 shares 5,521 $670K 0.03% +171 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,247 shares; 2025Q2: 2,823 shares; 2025Q3: 4,896 shares 4,896 $667K 0.03% +2,073 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,370 shares; 2025Q1: 13,577 shares; 2025Q2: 11,495 shares; 2025Q3: 12,742 shares 12,742 $667K 0.03% +1,247 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,437 shares; 2025Q1: 15,382 shares; 2025Q2: 16,145 shares; 2025Q3: 16,145 shares 16,145 $667K 0.03% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,551 shares; 2025Q1: 3,569 shares; 2025Q2: 3,596 shares; 2025Q3: 5,384 shares 5,384 $664K 0.03% +1,788 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,615 shares; 2025Q1: 3,460 shares; 2025Q2: 3,464 shares; 2025Q3: 3,456 shares 3,456 $621K 0.03% -8 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST 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: 17,233 shares 17,233 $618K 0.03% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,396 shares; 2025Q1: 24,396 shares; 2025Q2: 24,396 shares; 2025Q3: 24,396 shares 24,396 $617K 0.03% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,376 shares; 2025Q1: 5,130 shares; 2025Q2: 5,621 shares; 2025Q3: 3,363 shares 3,363 $616K 0.03% -2,258 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: 13,965 shares; 2025Q1: 17,450 shares; 2025Q2: 18,148 shares; 2025Q3: 18,836 shares 18,836 $615K 0.03% +688 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,545 shares; 2025Q1: 2,465 shares; 2025Q2: 2,468 shares; 2025Q3: 5,797 shares 5,797 $604K 0.03% +3,329 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,833 shares; 2025Q1: 2,728 shares; 2025Q2: 2,799 shares; 2025Q3: 2,766 shares 2,766 $588K 0.03% -33 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,990 shares; 2025Q1: 23,990 shares; 2025Q2: 23,990 shares; 2025Q3: 23,990 shares 23,990 $586K 0.03% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 882 shares 882 $585K 0.03% +222 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,170 shares; 2025Q1: 6,386 shares; 2025Q2: 4,201 shares; 2025Q3: 4,866 shares 4,866 $582K 0.03% +665 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,977 shares; 2025Q1: 7,978 shares; 2025Q2: 7,979 shares; 2025Q3: 7,979 shares 7,979 $580K 0.03% 0 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP 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: 25,333 shares 25,333 $580K 0.03% new Timeline IWC 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: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: not reported; 2025Q3: 4,502 shares 4,502 $575K 0.03% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,549 shares; 2025Q1: 6,746 shares; 2025Q2: 5,518 shares; 2025Q3: 5,820 shares 5,820 $574K 0.03% +302 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: 5,709 shares; 2025Q1: 5,305 shares; 2025Q2: 4,664 shares; 2025Q3: 5,533 shares 5,533 $558K 0.03% +869 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,096 shares 2,096 $539K 0.03% new Timeline IYH 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: 10,510 shares; 2025Q1: 10,010 shares; 2025Q2: 8,845 shares; 2025Q3: 9,345 shares 9,345 $528K 0.03% +500 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 423 shares; 2025Q1: 426 shares; 2025Q2: 443 shares; 2025Q3: 669 shares 669 $527K 0.03% +226 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 985 shares; 2025Q1: 986 shares; 2025Q2: 980 shares; 2025Q3: 955 shares 955 $519K 0.03% -25 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,246 shares; 2025Q1: 3,100 shares; 2025Q2: 2,763 shares; 2025Q3: 2,809 shares 2,809 $502K 0.03% +46 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,288 shares; 2025Q1: 3,289 shares; 2025Q2: 3,392 shares; 2025Q3: 3,392 shares 3,392 $500K 0.03% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,774 shares; 2025Q1: 16,774 shares; 2025Q2: 16,512 shares; 2025Q3: 16,512 shares 16,512 $498K 0.03% 0 Timeline EAGG 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: 4,905 shares; 2025Q1: 4,985 shares; 2025Q2: 5,330 shares; 2025Q3: 10,120 shares 10,120 $481K 0.02% +4,790 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 995 shares; 2025Q1: 951 shares; 2025Q2: 1,189 shares; 2025Q3: 1,221 shares 1,221 $472K 0.02% +32 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,612 shares; 2025Q1: 2,750 shares; 2025Q2: 2,087 shares; 2025Q3: 2,512 shares 2,512 $458K 0.02% +425 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 297 shares; 2025Q1: 327 shares; 2025Q2: 358 shares; 2025Q3: 341 shares 341 $457K 0.02% -17 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,313 shares; 2025Q1: 6,357 shares; 2025Q2: 6,294 shares; 2025Q3: 6,196 shares 6,196 $438K 0.02% -98 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: 342 shares; 2025Q1: 346 shares; 2025Q2: 349 shares; 2025Q3: 619 shares 619 $438K 0.02% +270 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,860 shares; 2025Q1: 10,090 shares; 2025Q2: 9,650 shares; 2025Q3: 9,885 shares 9,885 $437K 0.02% +235 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,105 shares; 2025Q1: 2,133 shares; 2025Q2: not reported; 2025Q3: 5,435 shares 5,435 $435K 0.02% new Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST 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: 2,550 shares 2,550 $430K 0.02% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 719 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 841 shares 841 $428K 0.02% +131 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,595 shares; 2025Q1: 4,592 shares; 2025Q2: 4,650 shares; 2025Q3: 4,615 shares 4,615 $423K 0.02% -35 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,150 shares; 2025Q1: 13,150 shares; 2025Q2: 14,400 shares; 2025Q3: 14,400 shares 14,400 $422K 0.02% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,997 shares; 2025Q1: 14,997 shares; 2025Q2: 14,997 shares; 2025Q3: 14,997 shares 14,997 $421K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,018 shares; 2025Q1: 15,668 shares; 2025Q2: 13,785 shares; 2025Q3: 17,239 shares 17,239 $418K 0.02% +3,454 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,322 shares; 2025Q1: 3,322 shares; 2025Q2: 3,022 shares; 2025Q3: 3,022 shares 3,022 $410K 0.02% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,726 shares; 2025Q1: 3,639 shares; 2025Q2: 3,624 shares; 2025Q3: 5,573 shares 5,573 $408K 0.02% +1,949 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,781 shares; 2025Q1: 1,799 shares; 2025Q2: not reported; 2025Q3: 4,466 shares 4,466 $407K 0.02% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 774 shares; 2025Q1: 664 shares; 2025Q2: 668 shares; 2025Q3: 812 shares 812 $406K 0.02% +144 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,413 shares; 2025Q1: 1,415 shares; 2025Q2: 1,423 shares; 2025Q3: 1,423 shares 1,423 $405K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,586 shares; 2025Q1: 1,587 shares; 2025Q2: 1,614 shares; 2025Q3: 1,965 shares 1,965 $402K 0.02% +351 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,383 shares; 2025Q1: 2,387 shares; 2025Q2: 2,391 shares; 2025Q3: 3,121 shares 3,121 $397K 0.02% +730 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,028 shares; 2025Q1: 1,823 shares; 2025Q2: 1,875 shares; 2025Q3: 1,871 shares 1,871 $388K 0.02% -4 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,687 shares; 2025Q1: 1,803 shares; 2025Q2: 1,850 shares; 2025Q3: 1,768 shares 1,768 $387K 0.02% -82 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: 365 shares; 2025Q1: 497 shares; 2025Q2: not reported; 2025Q3: 1,410 shares 1,410 $384K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,435 shares; 2025Q1: 4,464 shares; 2025Q2: 4,485 shares; 2025Q3: 5,715 shares 5,715 $384K 0.02% +1,230 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,459 shares; 2025Q1: 10,459 shares; 2025Q2: 9,491 shares; 2025Q3: 14,333 shares 14,333 $380K 0.02% +4,842 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,497 shares; 2025Q1: 2,406 shares; 2025Q2: 2,303 shares; 2025Q3: 3,045 shares 3,045 $378K 0.02% +742 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,469 shares; 2025Q1: 9,519 shares; 2025Q2: 6,089 shares; 2025Q3: 6,519 shares 6,519 $377K 0.02% +430 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,712 shares; 2025Q1: 1,923 shares; 2025Q2: 3,153 shares; 2025Q3: 4,570 shares 4,570 $373K 0.02% +1,417 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW 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: 5,863 shares 5,863 $367K 0.02% new Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP 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: 1,267 shares; 2025Q3: 2,000 shares 2,000 $366K 0.02% +733 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 384 shares; 2025Q1: 276 shares; 2025Q2: not reported; 2025Q3: 672 shares 672 $359K 0.02% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,726 shares 2,726 $358K 0.02% new Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,700 shares; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 8,700 shares 8,700 $354K 0.02% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 509 shares; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: 505 shares 505 $353K 0.02% -6 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: 1,018 shares; 2025Q1: 1,097 shares; 2025Q2: 1,066 shares; 2025Q3: 1,241 shares 1,241 $346K 0.02% +175 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,085 shares; 2025Q1: 6,588 shares; 2025Q2: 6,001 shares; 2025Q3: 6,546 shares 6,546 $345K 0.02% +545 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 879 shares; 2025Q1: 883 shares; 2025Q2: 887 shares; 2025Q3: 953 shares 953 $340K 0.02% +66 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP 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: 5,278 shares; 2025Q3: 8,500 shares 8,500 $336K 0.02% +3,222 Timeline VLUE 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: 2,935 shares; 2025Q3: 2,935 shares 2,935 $332K 0.02% 0 Timeline IGSB 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: 7,450 shares; 2025Q1: 5,827 shares; 2025Q2: 5,662 shares; 2025Q3: 6,203 shares 6,203 $327K 0.02% +541 Timeline OKLO OKLO INC More: the full row for OKLO 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: 3,632 shares; 2025Q3: 5,757 shares 5,757 $322K 0.02% +2,125 Timeline SUSA 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: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,540 shares; 2025Q3: 2,540 shares 2,540 $322K 0.02% 0 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,695 shares; 2025Q1: 13,695 shares; 2025Q2: 14,495 shares; 2025Q3: 14,495 shares 14,495 $320K 0.02% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,020 shares; 2025Q1: 9,020 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares 9,500 $319K 0.02% 0 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: 2,141 shares; 2025Q1: 2,149 shares; 2025Q2: 2,149 shares; 2025Q3: 2,341 shares 2,341 $315K 0.02% +192 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP 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: 2,767 shares; 2025Q3: 4,144 shares 4,144 $308K 0.02% +1,377 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 770 shares; 2025Q3: 770 shares 770 $305K 0.02% 0 Timeline IHI 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: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares 4,800 $301K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,547 shares; 2025Q1: 1,769 shares; 2025Q2: 2,471 shares; 2025Q3: 3,232 shares 3,232 $297K 0.02% +761 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,150 shares; 2025Q1: 2,038 shares; 2025Q2: 1,986 shares; 2025Q3: 2,460 shares 2,460 $293K 0.01% +474 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,771 shares; 2025Q1: 1,887 shares; 2025Q2: 1,944 shares; 2025Q3: 2,063 shares 2,063 $293K 0.01% +119 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,738 shares; 2025Q1: 1,741 shares; 2025Q2: 1,897 shares; 2025Q3: 2,609 shares 2,609 $283K 0.01% +712 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,783 shares; 2025Q1: 9,118 shares; 2025Q2: 9,118 shares; 2025Q3: 9,118 shares 9,118 $268K 0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,934 shares; 2025Q1: 11,934 shares; 2025Q2: 9,684 shares; 2025Q3: 9,684 shares 9,684 $268K 0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,258 shares; 2025Q1: 6,258 shares; 2025Q2: 6,258 shares; 2025Q3: 6,258 shares 6,258 $267K 0.01% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,401 shares; 2025Q1: 1,401 shares; 2025Q2: 1,401 shares; 2025Q3: 1,401 shares 1,401 $255K 0.01% 0 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,455 shares; 2025Q1: 1,380 shares; 2025Q2: 1,383 shares; 2025Q3: 1,375 shares 1,375 $249K 0.01% -8 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,170 shares; 2025Q1: 2,170 shares; 2025Q2: not reported; 2025Q3: 2,727 shares 2,727 $248K 0.01% new 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: 816 shares; 2025Q1: 596 shares; 2025Q2: not reported; 2025Q3: 1,084 shares 1,084 $248K 0.01% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,857 shares 7,857 $244K 0.01% new Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS 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: 28,525 shares; 2025Q3: 28,525 shares 28,525 $242K 0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,416 shares; 2025Q1: 7,404 shares; 2025Q2: 7,481 shares; 2025Q3: 7,423 shares 7,423 $241K 0.01% -58 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 929 shares; 2025Q1: 931 shares; 2025Q2: 933 shares; 2025Q3: 926 shares 926 $240K 0.01% -7 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: not reported; 2025Q3: 2,050 shares 2,050 $236K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,602 shares; 2025Q1: 1,736 shares; 2025Q2: 1,736 shares; 2025Q3: 1,771 shares 1,771 $236K 0.01% +35 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 446 shares 446 $236K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,439 shares; 2025Q1: 1,398 shares; 2025Q2: not reported; 2025Q3: 2,363 shares 2,363 $234K 0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 914 shares; 2025Q1: 696 shares; 2025Q2: not reported; 2025Q3: 1,071 shares 1,071 $233K 0.01% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,675 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares 1,675 $232K 0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,387 shares; 2025Q1: 2,505 shares; 2025Q2: not reported; 2025Q3: 3,931 shares 3,931 $230K 0.01% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,205 shares; 2025Q1: 4,208 shares; 2025Q2: 4,212 shares; 2025Q3: 4,212 shares 4,212 $229K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,554 shares; 2025Q1: 3,609 shares; 2025Q2: 3,041 shares; 2025Q3: 2,983 shares 2,983 $226K 0.01% -58 Timeline C CITIGROUP INC More: the full row for CITIGROUP 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: not reported; 2025Q3: 2,629 shares 2,629 $224K 0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,168 shares; 2025Q1: 2,182 shares; 2025Q2: 2,279 shares; 2025Q3: 2,237 shares 2,237 $221K 0.01% -42 Timeline SOXX 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: 923 shares 923 $220K 0.01% new Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: not reported; 2025Q3: 1,808 shares 1,808 $220K 0.01% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 251 shares; 2025Q1: 253 shares; 2025Q2: not reported; 2025Q3: 290 shares 290 $213K 0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,153 shares; 2025Q1: 4,923 shares; 2025Q2: 4,854 shares; 2025Q3: 4,827 shares 4,827 $210K 0.01% -27 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,124 shares; 2025Q1: 8,124 shares; 2025Q2: 8,344 shares; 2025Q3: 8,344 shares 8,344 $209K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 473 shares; 2025Q1: 476 shares; 2025Q2: 482 shares; 2025Q3: 469 shares 469 $209K 0.01% -13 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,098 shares; 2025Q1: 1,048 shares; 2025Q2: 1,054 shares; 2025Q3: 1,034 shares 1,034 $208K 0.01% -20 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,419 shares; 2025Q1: 4,338 shares; 2025Q2: 4,346 shares; 2025Q3: 1,591 shares 1,591 $205K 0.01% -2,755 Timeline IUSG 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: 1,262 shares; 2025Q1: 1,262 shares; 2025Q2: 1,353 shares; 2025Q3: 1,353 shares 1,353 $203K 0.01% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES 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: not reported; 2025Q3: 1,408 shares 1,408 $203K 0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,913 shares 1,913 $202K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,799 shares; 2025Q2: 12,072 shares; 2025Q3: 12,290 shares 12,290 $133K 0.01% +218 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC 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: 20,000 shares 20,000 $122K 0.01% new Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & 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: 12,000 shares; 2025Q3: 15,725 shares 15,725 $69K <0.01% +3,725 Timeline FIP FTAI INFRASTRUCTURE INC More: the full row for FTAI INFRASTRUCTURE 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: 10,080 shares; 2025Q3: 11,080 shares 11,080 $68.4K <0.01% +1,000 Timeline PENNYMAC CORP PENNYMAC CORP More: the full row for PENNYMAC CORP 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: 50,000 shares 50,000 $50.3K <0.01% new AGL AGILON HEALTH INC COM (DE) More: the full row for AGILON HEALTH INC COM (DE) 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: 19,000 shares; 2025Q3: 19,000 shares 19,000 $43.7K <0.01% 0 Timeline PELOTON INTERACTIVE INC PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE 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: not reported; 2025Q3: 40,000 shares 40,000 $38.3K <0.01% new