AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 381,867 shares; 2024Q4: 362,782 shares; 2025Q1: 354,384 shares; 2025Q2: 349,357 shares; 2025Q3: 348,074 shares; 2025Q4: 341,715 shares 341,715 $92.9M 6.12% -6,359 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,376 shares; 2024Q4: 119,614 shares; 2025Q1: 122,316 shares; 2025Q2: 118,307 shares; 2025Q3: 117,333 shares; 2025Q4: 117,451 shares 117,451 $56.8M 3.74% +118 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,497 shares; 2024Q4: 436,574 shares; 2025Q1: 434,376 shares; 2025Q2: 429,334 shares; 2025Q3: 429,458 shares; 2025Q4: 423,087 shares 423,087 $56M 3.69% -6,371 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644,254 shares; 2024Q4: 1,921,306 shares; 2025Q1: 1,898,727 shares; 2025Q2: 1,864,340 shares; 2025Q3: 1,863,389 shares; 2025Q4: 1,846,376 shares 1,846,376 $49.7M 3.27% -17,013 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,328 shares; 2024Q4: 154,394 shares; 2025Q1: 154,260 shares; 2025Q2: 154,711 shares; 2025Q3: 143,507 shares; 2025Q4: 138,274 shares 138,274 $43.4M 2.86% -5,233 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,847 shares; 2024Q4: 186,634 shares; 2025Q1: 185,406 shares; 2025Q2: 180,847 shares; 2025Q3: 180,826 shares; 2025Q4: 179,908 shares 179,908 $41.5M 2.74% -918 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,660 shares; 2024Q4: 162,323 shares; 2025Q1: 151,953 shares; 2025Q2: 135,361 shares; 2025Q3: 124,572 shares; 2025Q4: 119,632 shares 119,632 $41.4M 2.73% -4,940 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,436 shares; 2024Q4: 142,626 shares; 2025Q1: 139,226 shares; 2025Q2: 129,067 shares; 2025Q3: 128,354 shares; 2025Q4: 127,112 shares 127,112 $41M 2.7% -1,242 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,356 shares; 2024Q4: 153,513 shares; 2025Q1: 154,927 shares; 2025Q2: 138,009 shares; 2025Q3: 130,767 shares; 2025Q4: 117,704 shares 117,704 $33.6M 2.21% -13,063 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,537 shares; 2024Q4: 51,703 shares; 2025Q1: 49,173 shares; 2025Q2: 47,967 shares; 2025Q3: 44,019 shares; 2025Q4: 43,260 shares 43,260 $28.3M 1.86% -759 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,157 shares; 2024Q4: 89,371 shares; 2025Q1: 86,969 shares; 2025Q2: 84,510 shares; 2025Q3: 80,066 shares; 2025Q4: 80,275 shares 80,275 $28.2M 1.85% +209 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,732 shares; 2024Q4: 153,040 shares; 2025Q1: 154,738 shares; 2025Q2: 154,906 shares; 2025Q3: 152,933 shares; 2025Q4: 151,496 shares 151,496 $26.9M 1.77% -1,437 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,528 shares; 2024Q4: 256,413 shares; 2025Q1: 273,017 shares; 2025Q2: 272,588 shares; 2025Q3: 270,307 shares; 2025Q4: 543,535 shares 543,535 $24.3M 1.6% +273,228 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578,858 shares; 2024Q4: 493,462 shares; 2025Q1: 482,233 shares; 2025Q2: 460,530 shares; 2025Q3: 482,726 shares; 2025Q4: 479,117 shares 479,117 $24.2M 1.6% -3,609 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,852 shares; 2024Q4: 62,250 shares; 2025Q1: 64,087 shares; 2025Q2: 63,979 shares; 2025Q3: 64,694 shares; 2025Q4: 64,970 shares 64,970 $22.4M 1.47% +276 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,361 shares; 2024Q4: 26,312 shares; 2025Q1: 31,909 shares; 2025Q2: 32,606 shares; 2025Q3: 33,811 shares; 2025Q4: 33,489 shares 33,489 $22.1M 1.46% -322 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,619 shares; 2024Q4: 860,942 shares; 2025Q1: 855,361 shares; 2025Q2: 858,567 shares; 2025Q3: 864,362 shares; 2025Q4: 860,686 shares 860,686 $20.7M 1.36% -3,676 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,888 shares; 2024Q4: 4,849 shares; 2025Q1: 4,687 shares; 2025Q2: 4,625 shares; 2025Q3: 18,204 shares; 2025Q4: 18,135 shares 18,135 $19.5M 1.28% -69 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,833 shares; 2024Q4: 437,334 shares; 2025Q1: 434,058 shares; 2025Q2: 434,855 shares; 2025Q3: 440,747 shares; 2025Q4: 441,848 shares 441,848 $19M 1.25% +1,101 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,991 shares; 2024Q4: 251,455 shares; 2025Q1: 261,252 shares; 2025Q2: 263,714 shares; 2025Q3: 268,662 shares; 2025Q4: 266,009 shares 266,009 $17.9M 1.18% -2,653 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,004 shares; 2024Q4: 26,119 shares; 2025Q1: 81,630 shares; 2025Q2: 89,430 shares; 2025Q3: 89,580 shares; 2025Q4: 92,966 shares 92,966 $17.3M 1.14% +3,386 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,262 shares; 2024Q4: 14,164 shares; 2025Q1: 26,219 shares; 2025Q2: 32,454 shares; 2025Q3: 33,624 shares; 2025Q4: 33,297 shares 33,297 $16.7M 1.1% -327 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,429 shares; 2024Q4: 86,794 shares; 2025Q1: 84,035 shares; 2025Q2: 85,267 shares; 2025Q3: 88,673 shares; 2025Q4: 87,714 shares 87,714 $16.4M 1.08% -959 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,904 shares; 2024Q4: 105,429 shares; 2025Q1: 96,284 shares; 2025Q2: 96,884 shares; 2025Q3: 99,151 shares; 2025Q4: 100,749 shares 100,749 $16.3M 1.07% +1,598 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,639 shares; 2024Q4: 18,726 shares; 2025Q1: 17,619 shares; 2025Q2: 16,926 shares; 2025Q3: 16,781 shares; 2025Q4: 170,594 shares 170,594 $16M 1.05% +153,813 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,347 shares; 2024Q4: 24,280 shares; 2025Q1: 23,896 shares; 2025Q2: 22,080 shares; 2025Q3: 23,733 shares; 2025Q4: 23,574 shares 23,574 $15.6M 1.03% -159 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,002 shares; 2024Q4: 55,694 shares; 2025Q1: 54,522 shares; 2025Q2: 51,486 shares; 2025Q3: 50,716 shares; 2025Q4: 49,574 shares 49,574 $15.5M 1.02% -1,142 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,281 shares; 2024Q4: 95,772 shares; 2025Q1: 97,140 shares; 2025Q2: 97,463 shares; 2025Q3: 97,942 shares; 2025Q4: 98,758 shares 98,758 $15.2M 1% +816 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,371 shares; 2024Q4: 252,120 shares; 2025Q1: 260,028 shares; 2025Q2: 260,440 shares; 2025Q3: 261,858 shares; 2025Q4: 263,716 shares 263,716 $15.1M 0.99% +1,858 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,854 shares; 2024Q4: 435,558 shares; 2025Q1: 469,599 shares; 2025Q2: 441,986 shares; 2025Q3: 445,934 shares; 2025Q4: 476,983 shares 476,983 $14.7M 0.97% +31,049 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,646 shares; 2024Q4: 36,843 shares; 2025Q1: 36,920 shares; 2025Q2: 50,378 shares; 2025Q3: 45,745 shares; 2025Q4: 42,857 shares 42,857 $14.1M 0.93% -2,888 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,211 shares; 2024Q4: 22,598 shares; 2025Q1: 21,814 shares; 2025Q2: 21,169 shares; 2025Q3: 20,618 shares; 2025Q4: 20,503 shares 20,503 $14M 0.92% -115 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,505 shares; 2024Q4: 51,364 shares; 2025Q1: 58,856 shares; 2025Q2: 56,755 shares; 2025Q3: 56,045 shares; 2025Q4: 55,895 shares 55,895 $12.8M 0.84% -150 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,524 shares; 2024Q4: 48,344 shares; 2025Q1: 48,472 shares; 2025Q2: 48,290 shares; 2025Q3: 48,854 shares; 2025Q4: 49,292 shares 49,292 $12.8M 0.84% +438 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: 2,334 shares; 2025Q1: 2,272 shares; 2025Q2: 2,178 shares; 2025Q3: 2,201 shares; 2025Q4: 2,367 shares 2,367 $12.7M 0.84% +166 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,010 shares; 2025Q1: 24,109 shares; 2025Q2: 22,743 shares; 2025Q3: 22,907 shares; 2025Q4: 22,652 shares 22,652 $12.5M 0.82% -255 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,677 shares; 2024Q4: 432,409 shares; 2025Q1: 448,597 shares; 2025Q2: 441,378 shares; 2025Q3: 441,543 shares; 2025Q4: 438,247 shares 438,247 $12.5M 0.82% -3,296 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,699 shares; 2024Q4: 75,803 shares; 2025Q1: 78,382 shares; 2025Q2: 73,894 shares; 2025Q3: 73,913 shares; 2025Q4: 73,900 shares 73,900 $12.5M 0.82% -13 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,710 shares; 2025Q4: 38,365 shares 38,365 $12M 0.79% +655 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 613,911 shares 613,911 $11.8M 0.78% new Timeline CIBR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,877 shares; 2024Q4: 145,452 shares; 2025Q1: 147,928 shares; 2025Q2: 163,057 shares; 2025Q3: 163,119 shares; 2025Q4: 162,489 shares 162,489 $11.6M 0.76% -630 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136,863 shares; 2025Q4: 148,287 shares 148,287 $11.3M 0.74% +11,424 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,791 shares; 2024Q4: 34,496 shares; 2025Q1: 34,459 shares; 2025Q2: 34,439 shares; 2025Q3: 34,511 shares; 2025Q4: 34,484 shares 34,484 $11.2M 0.74% -27 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,822 shares; 2024Q4: 29,222 shares; 2025Q1: 29,127 shares; 2025Q2: 29,509 shares; 2025Q3: 30,254 shares; 2025Q4: 30,507 shares 30,507 $10.7M 0.71% +253 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,920 shares; 2024Q4: 44,181 shares; 2025Q1: 44,137 shares; 2025Q2: 42,724 shares; 2025Q3: 43,138 shares; 2025Q4: 47,222 shares 47,222 $10.6M 0.7% +4,084 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,056 shares; 2024Q4: 97,923 shares; 2025Q1: 98,043 shares; 2025Q2: 93,828 shares; 2025Q3: 92,377 shares; 2025Q4: 92,164 shares 92,164 $10.5M 0.69% -213 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,424 shares; 2025Q1: 34,977 shares; 2025Q2: 30,380 shares; 2025Q3: 30,638 shares; 2025Q4: 30,704 shares 30,704 $10.4M 0.69% +66 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,129 shares; 2024Q4: 32,379 shares; 2025Q1: 36,595 shares; 2025Q2: 36,422 shares; 2025Q3: 36,297 shares; 2025Q4: 36,273 shares 36,273 $10.3M 0.68% -24 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,497 shares; 2024Q4: 264,067 shares; 2025Q1: 275,173 shares; 2025Q2: 281,200 shares; 2025Q3: 287,831 shares; 2025Q4: 305,676 shares 305,676 $10.3M 0.68% +17,845 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,056 shares; 2024Q4: 86,798 shares; 2025Q1: 87,687 shares; 2025Q2: 88,477 shares; 2025Q3: 89,679 shares; 2025Q4: 91,742 shares 91,742 $9.97M 0.66% +2,063 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,247 shares; 2024Q4: 49,917 shares; 2025Q1: 48,045 shares; 2025Q2: 46,980 shares; 2025Q3: 47,009 shares; 2025Q4: 47,188 shares 47,188 $9.77M 0.64% +179 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,701 shares; 2024Q4: 176,944 shares; 2025Q1: 182,293 shares; 2025Q2: 182,143 shares; 2025Q3: 185,256 shares; 2025Q4: 190,012 shares 190,012 $9.52M 0.63% +4,756 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,195 shares; 2024Q4: 22,677 shares; 2025Q1: 22,576 shares; 2025Q2: 22,655 shares; 2025Q3: 22,612 shares; 2025Q4: 21,337 shares 21,337 $9.5M 0.63% -1,275 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,197 shares; 2024Q4: 125,338 shares; 2025Q1: 121,888 shares; 2025Q2: 120,265 shares; 2025Q3: 121,968 shares; 2025Q4: 121,703 shares 121,703 $9.33M 0.61% -265 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,312 shares; 2024Q4: 44,895 shares; 2025Q1: 46,131 shares; 2025Q2: 43,406 shares; 2025Q3: 42,688 shares; 2025Q4: 43,269 shares 43,269 $9.17M 0.6% +581 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,401 shares; 2024Q4: 49,793 shares; 2025Q1: 49,386 shares; 2025Q2: 49,805 shares; 2025Q3: 51,268 shares; 2025Q4: 51,880 shares 51,880 $9.1M 0.6% +612 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,973 shares; 2024Q4: 11,763 shares; 2025Q1: 10,878 shares; 2025Q2: 10,438 shares; 2025Q3: 10,341 shares; 2025Q4: 10,230 shares 10,230 $8.82M 0.58% -111 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,863 shares; 2024Q4: 65,346 shares; 2025Q1: 66,116 shares; 2025Q2: 63,704 shares; 2025Q3: 62,971 shares; 2025Q4: 61,222 shares 61,222 $8.77M 0.58% -1,749 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,178 shares; 2024Q4: 276,359 shares; 2025Q1: 291,804 shares; 2025Q2: 304,336 shares; 2025Q3: 316,019 shares; 2025Q4: 337,647 shares 337,647 $8.69M 0.57% +21,628 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,641 shares; 2024Q4: 36,148 shares; 2025Q1: 35,877 shares; 2025Q2: 34,512 shares; 2025Q3: 15,283 shares; 2025Q4: 14,898 shares 14,898 $8.63M 0.57% -385 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,924 shares; 2025Q3: 14,072 shares; 2025Q4: 14,353 shares 14,353 $8.34M 0.55% +281 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,368 shares; 2025Q1: 1,238 shares; 2025Q2: 11,321 shares; 2025Q3: 11,873 shares; 2025Q4: 53,889 shares 53,889 $8.26M 0.54% +42,016 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,338 shares; 2024Q4: 24,817 shares; 2025Q1: 24,842 shares; 2025Q2: 25,038 shares; 2025Q3: 24,668 shares; 2025Q4: 27,457 shares 27,457 $8.13M 0.54% +2,789 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,592 shares; 2024Q4: 39,921 shares; 2025Q1: 37,732 shares; 2025Q2: 39,742 shares; 2025Q3: 38,451 shares; 2025Q4: 34,177 shares 34,177 $7.81M 0.51% -4,274 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,010 shares; 2024Q4: 63,498 shares; 2025Q1: 68,547 shares; 2025Q2: 65,824 shares; 2025Q3: 64,448 shares; 2025Q4: 64,257 shares 64,257 $7.16M 0.47% -191 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,611 shares; 2024Q4: 53,113 shares; 2025Q1: 50,471 shares; 2025Q2: 48,347 shares; 2025Q3: 47,587 shares; 2025Q4: 45,815 shares 45,815 $7.04M 0.46% -1,772 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,446 shares 88,446 $7.01M 0.46% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,723 shares; 2024Q4: 116,301 shares; 2025Q1: 122,989 shares; 2025Q2: 126,629 shares; 2025Q3: 130,267 shares; 2025Q4: 135,723 shares 135,723 $6.79M 0.45% +5,456 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,297 shares; 2024Q4: 52,406 shares; 2025Q1: 51,059 shares; 2025Q2: 48,518 shares; 2025Q3: 47,590 shares; 2025Q4: 47,207 shares 47,207 $6.78M 0.45% -383 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,458 shares; 2024Q4: 42,659 shares; 2025Q1: 39,007 shares; 2025Q2: 38,218 shares; 2025Q3: 37,845 shares; 2025Q4: 36,118 shares 36,118 $6.65M 0.44% -1,727 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,823 shares; 2024Q4: 126,059 shares; 2025Q1: 122,142 shares; 2025Q2: 113,012 shares; 2025Q3: 118,432 shares; 2025Q4: 119,572 shares 119,572 $6.09M 0.4% +1,140 Timeline CNSWF CONSTELLATION SOFTWARE INC COM More: the full row for CONSTELLATION SOFTWARE INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,525 shares; 2025Q1: 2,498 shares; 2025Q2: 2,473 shares; 2025Q3: 2,616 shares; 2025Q4: 2,485 shares 2,485 $5.96M 0.39% -131 Timeline LVMUY LVMH MOET HENNESSY-UNSP ADR More: the full row for LVMH MOET HENNESSY-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,327 shares; 2024Q4: 34,884 shares; 2025Q1: 45,197 shares; 2025Q2: 41,793 shares; 2025Q3: 39,599 shares; 2025Q4: 37,673 shares 37,673 $5.71M 0.38% -1,926 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,512 shares; 2024Q4: 53,159 shares; 2025Q1: 58,943 shares; 2025Q2: 58,493 shares; 2025Q3: 65,934 shares; 2025Q4: 129,508 shares 129,508 $5.53M 0.36% +63,574 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,241 shares; 2024Q4: 18,625 shares; 2025Q1: 18,788 shares; 2025Q2: 17,696 shares; 2025Q3: 17,593 shares; 2025Q4: 17,670 shares 17,670 $5.4M 0.36% +77 Timeline EMLP 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,409 shares; 2024Q4: 129,231 shares; 2025Q1: 126,793 shares; 2025Q2: 125,720 shares; 2025Q3: 127,450 shares; 2025Q4: 128,625 shares 128,625 $4.87M 0.32% +1,175 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,554 shares; 2024Q4: 199,386 shares; 2025Q1: 206,271 shares; 2025Q2: 207,261 shares; 2025Q3: 212,878 shares; 2025Q4: 223,625 shares 223,625 $4.67M 0.31% +10,747 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,166 shares; 2024Q4: 5,902 shares; 2025Q1: 5,543 shares; 2025Q2: 5,448 shares; 2025Q3: 5,400 shares; 2025Q4: 5,219 shares 5,219 $4.59M 0.3% -181 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,524 shares; 2024Q4: 19,865 shares; 2025Q1: 19,385 shares; 2025Q2: 18,905 shares; 2025Q3: 18,532 shares; 2025Q4: 18,300 shares 18,300 $4.5M 0.3% -232 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,553 shares; 2024Q4: 16,825 shares; 2025Q1: 16,270 shares; 2025Q2: 16,032 shares; 2025Q3: 16,379 shares; 2025Q4: 16,402 shares 16,402 $4.48M 0.3% +23 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,072 shares; 2024Q4: 37,027 shares; 2025Q1: 38,818 shares; 2025Q2: 36,521 shares; 2025Q3: 35,336 shares; 2025Q4: 33,453 shares 33,453 $4.17M 0.28% -1,883 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,815 shares; 2024Q4: 22,081 shares; 2025Q1: 23,109 shares; 2025Q2: 22,969 shares; 2025Q3: 23,256 shares; 2025Q4: 21,750 shares 21,750 $3.96M 0.26% -1,506 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,994 shares; 2024Q4: 31,811 shares; 2025Q1: 32,878 shares; 2025Q2: 31,334 shares; 2025Q3: 31,385 shares; 2025Q4: 31,544 shares 31,544 $3.8M 0.25% +159 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,212 shares; 2025Q3: 15,450 shares; 2025Q4: 15,350 shares 15,350 $3.72M 0.25% -100 Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,828 shares; 2024Q4: 162,633 shares; 2025Q1: 169,245 shares; 2025Q2: 171,902 shares; 2025Q3: 173,315 shares; 2025Q4: 176,080 shares 176,080 $3.72M 0.24% +2,765 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,607 shares; 2025Q3: 161,244 shares; 2025Q4: 203,925 shares 203,925 $3.72M 0.24% +42,681 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,285 shares; 2024Q4: 48,360 shares; 2025Q1: 47,920 shares; 2025Q2: 46,680 shares; 2025Q3: 46,464 shares; 2025Q4: 45,635 shares 45,635 $3.67M 0.24% -829 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,720 shares; 2024Q4: 24,593 shares; 2025Q1: 22,634 shares; 2025Q2: 21,647 shares; 2025Q3: 21,626 shares; 2025Q4: 20,804 shares 20,804 $3.65M 0.24% -822 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,054 shares; 2025Q2: 19,146 shares; 2025Q3: 20,249 shares; 2025Q4: 20,982 shares 20,982 $3.64M 0.24% +733 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,390 shares; 2024Q4: 12,960 shares; 2025Q1: 12,201 shares; 2025Q2: 12,176 shares; 2025Q3: 13,479 shares; 2025Q4: 25,095 shares 25,095 $3.61M 0.24% +11,616 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,110 shares; 2024Q4: 4,933 shares; 2025Q1: 4,962 shares; 2025Q2: 5,402 shares; 2025Q3: 5,216 shares; 2025Q4: 5,226 shares 5,226 $3.58M 0.24% +10 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,767 shares; 2025Q1: 16,091 shares; 2025Q2: 16,215 shares; 2025Q3: 15,189 shares; 2025Q4: 15,132 shares 15,132 $3.44M 0.23% -57 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,545 shares; 2024Q4: 49,365 shares; 2025Q1: 53,048 shares; 2025Q2: 54,168 shares; 2025Q3: 54,863 shares; 2025Q4: 55,906 shares 55,906 $3.35M 0.22% +1,043 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,598 shares; 2024Q4: 120,319 shares; 2025Q1: 124,988 shares; 2025Q2: 126,845 shares; 2025Q3: 130,364 shares; 2025Q4: 139,555 shares 139,555 $3.3M 0.22% +9,191 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,294 shares; 2024Q4: 139,648 shares; 2025Q1: 145,741 shares; 2025Q2: 145,866 shares; 2025Q3: 151,634 shares; 2025Q4: 156,205 shares 156,205 $3.28M 0.22% +4,571 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,718 shares; 2024Q4: 15,662 shares; 2025Q1: 15,916 shares; 2025Q2: 15,570 shares; 2025Q3: 6,415 shares; 2025Q4: 6,416 shares 6,416 $3.1M 0.2% +1 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,202 shares; 2024Q4: 33,304 shares; 2025Q1: 34,894 shares; 2025Q2: 32,802 shares; 2025Q3: 32,893 shares; 2025Q4: 32,200 shares 32,200 $3.09M 0.2% -693 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,691 shares; 2024Q4: 20,641 shares; 2025Q1: 20,856 shares; 2025Q2: 21,391 shares; 2025Q3: 5,533 shares; 2025Q4: 5,376 shares 5,376 $3.06M 0.2% -157 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,153 shares; 2024Q4: 2,061 shares; 2025Q1: 2,018 shares; 2025Q2: 2,018 shares; 2025Q3: 2,063 shares; 2025Q4: 15,321 shares 15,321 $2.99M 0.2% +13,258 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,014 shares; 2024Q4: 32,191 shares; 2025Q1: 31,951 shares; 2025Q2: 31,546 shares; 2025Q3: 31,583 shares; 2025Q4: 30,501 shares 30,501 $2.93M 0.19% -1,082 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,826 shares; 2024Q4: 42,499 shares; 2025Q1: 42,069 shares; 2025Q2: 43,909 shares; 2025Q3: 36,609 shares; 2025Q4: 32,780 shares 32,780 $2.87M 0.19% -3,829 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,876 shares; 2024Q4: 13,263 shares; 2025Q1: 16,002 shares; 2025Q2: 15,462 shares; 2025Q3: 15,687 shares; 2025Q4: 15,045 shares 15,045 $2.83M 0.19% -642 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,201 shares; 2024Q4: 12,835 shares; 2025Q1: 13,338 shares; 2025Q2: 12,645 shares; 2025Q3: 11,983 shares; 2025Q4: 12,072 shares 12,072 $2.69M 0.18% +89 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,161 shares; 2024Q4: 41,591 shares; 2025Q1: 39,605 shares; 2025Q2: 39,164 shares; 2025Q3: 41,667 shares; 2025Q4: 40,550 shares 40,550 $2.53M 0.17% -1,117 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,891 shares; 2024Q4: 69,319 shares; 2025Q1: 74,896 shares; 2025Q2: 73,831 shares; 2025Q3: 69,326 shares; 2025Q4: 69,026 shares 69,026 $2.25M 0.15% -300 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,715 shares; 2025Q3: 9,866 shares; 2025Q4: 8,886 shares 8,886 $2.19M 0.14% -980 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,661 shares; 2024Q4: 24,344 shares; 2025Q1: 31,008 shares; 2025Q2: 29,476 shares; 2025Q3: 29,338 shares; 2025Q4: 29,438 shares 29,438 $2.17M 0.14% +100 Timeline NTDOY NINTENDO CO LTD SPON ADR -NEW- More: the full row for NINTENDO CO LTD SPON ADR -NEW- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,225 shares; 2024Q4: 128,775 shares; 2025Q1: 130,744 shares; 2025Q2: 126,442 shares; 2025Q3: 127,279 shares; 2025Q4: 127,454 shares 127,454 $2.15M 0.14% +175 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,252 shares; 2024Q4: 23,212 shares; 2025Q1: 23,042 shares; 2025Q2: 22,782 shares; 2025Q3: 22,780 shares; 2025Q4: 22,150 shares 22,150 $2.13M 0.14% -630 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,176 shares; 2024Q4: 278,744 shares; 2025Q1: 44,384 shares; 2025Q2: 41,229 shares; 2025Q3: 40,971 shares; 2025Q4: 38,416 shares 38,416 $2.11M 0.14% -2,555 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 3,976 shares; 2025Q1: 3,393 shares; 2025Q2: 16,195 shares; 2025Q3: 33,078 shares; 2025Q4: 32,944 shares 32,944 $2.1M 0.14% -134 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,760 shares; 2024Q4: 6,510 shares; 2025Q1: 8,139 shares; 2025Q2: 7,949 shares; 2025Q3: 7,909 shares; 2025Q4: 8,102 shares 8,102 $2.08M 0.14% +193 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,769 shares; 2024Q4: 6,713 shares; 2025Q1: 6,802 shares; 2025Q2: 6,717 shares; 2025Q3: 6,716 shares; 2025Q4: 6,124 shares 6,124 $2.06M 0.14% -592 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,835 shares; 2025Q4: 11,254 shares 11,254 $1.96M 0.13% +419 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,456 shares; 2024Q4: 15,099 shares; 2025Q1: 2,761 shares; 2025Q2: 2,669 shares; 2025Q3: 2,605 shares; 2025Q4: 2,488 shares 2,488 $1.91M 0.13% -117 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,589 shares; 2024Q4: 84,757 shares; 2025Q1: 83,098 shares; 2025Q2: 80,909 shares; 2025Q3: 16,173 shares; 2025Q4: 15,037 shares 15,037 $1.89M 0.12% -1,136 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,886 shares; 2024Q4: 14,156 shares; 2025Q1: 14,434 shares; 2025Q2: 14,087 shares; 2025Q3: 13,757 shares; 2025Q4: 13,856 shares 13,856 $1.74M 0.11% +99 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,572 shares; 2024Q4: 18,467 shares; 2025Q1: 6,569 shares; 2025Q2: 6,171 shares; 2025Q3: 5,377 shares; 2025Q4: 5,302 shares 5,302 $1.74M 0.11% -75 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 2,786 shares; 2025Q1: 2,864 shares; 2025Q2: 3,384 shares; 2025Q3: 3,550 shares; 2025Q4: 4,141 shares 4,141 $1.64M 0.11% +591 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,425 shares; 2024Q4: 14,024 shares; 2025Q1: 13,494 shares; 2025Q2: 12,470 shares; 2025Q3: 11,913 shares; 2025Q4: 11,722 shares 11,722 $1.58M 0.1% -191 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,539 shares; 2024Q4: 8,539 shares; 2025Q1: 6,234 shares; 2025Q2: 6,201 shares; 2025Q3: 6,161 shares; 2025Q4: 5,441 shares 5,441 $1.58M 0.1% -720 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,522 shares; 2024Q4: 26,640 shares; 2025Q1: 24,238 shares; 2025Q2: 24,172 shares; 2025Q3: 27,283 shares; 2025Q4: 28,618 shares 28,618 $1.57M 0.1% +1,335 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,676 shares; 2024Q4: 12,698 shares; 2025Q1: 19,436 shares; 2025Q2: 20,880 shares; 2025Q3: 21,120 shares; 2025Q4: 20,335 shares 20,335 $1.57M 0.1% -785 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,144 shares; 2024Q4: 3,150 shares; 2025Q1: 3,138 shares; 2025Q2: 3,113 shares; 2025Q3: 3,273 shares; 2025Q4: 3,278 shares 3,278 $1.55M 0.1% +5 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,421 shares; 2024Q4: 4,421 shares; 2025Q1: 4,421 shares; 2025Q2: 4,416 shares; 2025Q3: 4,639 shares; 2025Q4: 4,639 shares 4,639 $1.5M 0.1% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,124 shares; 2024Q4: 21,785 shares; 2025Q1: 21,744 shares; 2025Q2: 20,850 shares; 2025Q3: 20,340 shares; 2025Q4: 20,053 shares 20,053 $1.48M 0.1% -287 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,559 shares; 2024Q4: 2,488 shares; 2025Q1: 2,666 shares; 2025Q2: 2,320 shares; 2025Q3: 2,427 shares; 2025Q4: 2,385 shares 2,385 $1.47M 0.1% -42 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,317 shares; 2024Q4: 4,317 shares; 2025Q1: 4,912 shares; 2025Q2: 4,615 shares; 2025Q3: 4,664 shares; 2025Q4: 4,639 shares 4,639 $1.46M 0.1% -25 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,851 shares; 2024Q4: 12,597 shares; 2025Q1: 11,982 shares; 2025Q2: 12,066 shares; 2025Q3: 12,512 shares; 2025Q4: 11,677 shares 11,677 $1.38M 0.09% -835 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,012 shares; 2024Q4: 4,012 shares; 2025Q1: 4,009 shares; 2025Q2: 4,031 shares; 2025Q3: 4,087 shares; 2025Q4: 4,062 shares 4,062 $1.36M 0.09% -25 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,826 shares; 2025Q1: 28,961 shares; 2025Q2: 26,192 shares; 2025Q3: 28,053 shares; 2025Q4: 32,314 shares 32,314 $1.3M 0.09% +4,261 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,655 shares; 2024Q4: 3,722 shares; 2025Q1: 4,269 shares; 2025Q2: 4,195 shares; 2025Q3: 3,969 shares; 2025Q4: 3,965 shares 3,965 $1.22M 0.08% -4 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,260 shares; 2024Q4: 22,823 shares; 2025Q1: 20,339 shares; 2025Q2: 27,516 shares; 2025Q3: 26,757 shares; 2025Q4: 22,687 shares 22,687 $1.22M 0.08% -4,070 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,489 shares; 2024Q4: 5,923 shares; 2025Q1: 5,451 shares; 2025Q2: 4,656 shares; 2025Q3: 5,094 shares; 2025Q4: 6,141 shares 6,141 $1.2M 0.08% +1,047 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,921 shares; 2024Q4: 3,789 shares; 2025Q1: 3,633 shares; 2025Q2: 3,524 shares; 2025Q3: 3,461 shares; 2025Q4: 3,346 shares 3,346 $1.17M 0.08% -115 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,415 shares; 2024Q4: 2,415 shares; 2025Q1: 2,395 shares; 2025Q2: 2,095 shares; 2025Q3: 2,095 shares; 2025Q4: 1,495 shares 1,495 $1.13M 0.07% -600 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 1,642 shares; 2025Q1: 1,768 shares; 2025Q2: 1,687 shares; 2025Q3: 1,652 shares; 2025Q4: 1,888 shares 1,888 $1.08M 0.07% +236 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,662 shares; 2024Q4: 10,722 shares; 2025Q1: 10,412 shares; 2025Q2: 9,553 shares; 2025Q3: 9,133 shares; 2025Q4: 8,534 shares 8,534 $1.08M 0.07% -599 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,090 shares; 2024Q4: 6,010 shares; 2025Q1: 4,510 shares; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares; 2025Q4: 4,424 shares 4,424 $1.07M 0.07% -36 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,022 shares; 2024Q4: 16,882 shares; 2025Q1: 16,627 shares; 2025Q2: 16,160 shares; 2025Q3: 15,965 shares; 2025Q4: 15,950 shares 15,950 $1.05M 0.07% -15 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,967 shares; 2024Q4: 218,129 shares; 2025Q1: 227,429 shares; 2025Q2: 214,421 shares; 2025Q3: 85,176 shares; 2025Q4: 55,536 shares 55,536 $1.05M 0.07% -29,640 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,547 shares; 2025Q4: 7,331 shares 7,331 $1.02M 0.07% +784 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,373 shares; 2024Q4: 6,191 shares; 2025Q1: 6,052 shares; 2025Q2: 33,832 shares; 2025Q3: 35,153 shares; 2025Q4: 33,805 shares 33,805 $1.01M 0.07% -1,348 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,107 shares; 2024Q4: 8,876 shares; 2025Q1: 11,108 shares; 2025Q2: 11,018 shares; 2025Q3: 11,113 shares; 2025Q4: 10,692 shares 10,692 $996K 0.07% -421 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,510 shares; 2024Q4: 19,334 shares; 2025Q1: 18,146 shares; 2025Q2: 17,946 shares; 2025Q3: 17,896 shares; 2025Q4: 16,836 shares 16,836 $921K 0.06% -1,060 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,439 shares; 2024Q4: 2,953 shares; 2025Q1: 3,403 shares; 2025Q2: 3,303 shares; 2025Q3: 4,260 shares; 2025Q4: 4,165 shares 4,165 $915K 0.06% -95 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,226 shares; 2024Q4: 6,226 shares; 2025Q1: 6,226 shares; 2025Q2: 6,226 shares; 2025Q3: 6,672 shares; 2025Q4: 6,672 shares 6,672 $914K 0.06% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,917 shares; 2024Q4: 2,749 shares; 2025Q1: 3,505 shares; 2025Q2: 3,277 shares; 2025Q3: 3,270 shares; 2025Q4: 3,027 shares 3,027 $897K 0.06% -243 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,184 shares; 2024Q4: 6,184 shares; 2025Q1: 6,184 shares; 2025Q2: 6,184 shares; 2025Q3: 6,184 shares; 2025Q4: 6,184 shares 6,184 $873K 0.06% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,125 shares; 2024Q4: 4,395 shares; 2025Q1: 4,474 shares; 2025Q2: 4,172 shares; 2025Q3: 3,863 shares; 2025Q4: 4,705 shares 4,705 $863K 0.06% +842 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,181 shares; 2024Q4: 11,073 shares; 2025Q1: 10,807 shares; 2025Q2: 10,670 shares; 2025Q3: 10,542 shares; 2025Q4: 10,517 shares 10,517 $854K 0.06% -25 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,924 shares; 2024Q4: 16,759 shares; 2025Q1: 15,359 shares; 2025Q2: 15,434 shares; 2025Q3: 14,014 shares; 2025Q4: 12,068 shares 12,068 $844K 0.06% -1,946 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 914 shares; 2025Q1: 1,138 shares; 2025Q2: 1,307 shares; 2025Q3: 1,368 shares; 2025Q4: 1,316 shares 1,316 $825K 0.05% -52 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,804 shares; 2024Q4: 1,808 shares; 2025Q1: 1,793 shares; 2025Q2: 1,808 shares; 2025Q3: 1,808 shares; 2025Q4: 1,808 shares 1,808 $820K 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,305 shares; 2024Q4: 5,110 shares; 2025Q1: 6,085 shares; 2025Q2: 5,975 shares; 2025Q3: 5,915 shares; 2025Q4: 5,860 shares 5,860 $815K 0.05% -55 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,387 shares; 2024Q4: 40,755 shares; 2025Q1: 33,262 shares; 2025Q2: 31,450 shares; 2025Q3: 29,288 shares; 2025Q4: 29,288 shares 29,288 $797K 0.05% 0 Timeline QEMM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,557 shares; 2024Q4: 16,007 shares; 2025Q1: 14,662 shares; 2025Q2: 13,437 shares; 2025Q3: 13,097 shares; 2025Q4: 11,874 shares 11,874 $785K 0.05% -1,223 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 978 shares; 2025Q1: 1,941 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,300 shares 1,300 $784K 0.05% -140 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,933 shares; 2024Q4: 3,854 shares; 2025Q1: 3,822 shares; 2025Q2: 3,772 shares; 2025Q3: 3,712 shares; 2025Q4: 3,662 shares 3,662 $782K 0.05% -50 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,567 shares; 2024Q4: 28,087 shares; 2025Q1: 25,432 shares; 2025Q2: 24,320 shares; 2025Q3: 19,620 shares; 2025Q4: 16,680 shares 16,680 $776K 0.05% -2,940 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,112 shares; 2024Q4: 106,825 shares; 2025Q1: 8,394 shares; 2025Q2: 7,869 shares; 2025Q3: 7,512 shares; 2025Q4: 7,296 shares 7,296 $768K 0.05% -216 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,312 shares; 2024Q4: 5,094 shares; 2025Q1: 4,705 shares; 2025Q2: 3,737 shares; 2025Q3: 3,513 shares; 2025Q4: 4,377 shares 4,377 $759K 0.05% +864 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.05% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,748 shares; 2024Q4: 18,744 shares; 2025Q1: 18,484 shares; 2025Q2: 18,226 shares; 2025Q3: 18,226 shares; 2025Q4: 20,570 shares 20,570 $746K 0.05% +2,344 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 3,424 shares; 2025Q1: 2,344 shares; 2025Q2: 2,151 shares; 2025Q3: 2,046 shares; 2025Q4: 2,774 shares 2,774 $744K 0.05% +728 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 3,696 shares; 2025Q1: 3,349 shares; 2025Q2: 2,961 shares; 2025Q3: 2,697 shares; 2025Q4: 3,075 shares 3,075 $711K 0.05% +378 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 1,555 shares; 2025Q1: 1,504 shares; 2025Q2: 1,809 shares; 2025Q3: 1,786 shares; 2025Q4: 1,756 shares 1,756 $683K 0.04% -30 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 3,451 shares; 2025Q1: 4,356 shares; 2025Q2: 4,656 shares; 2025Q3: 4,431 shares; 2025Q4: 4,199 shares 4,199 $672K 0.04% -232 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,749 shares; 2024Q4: 16,878 shares; 2025Q1: 13,209 shares; 2025Q2: 14,836 shares; 2025Q3: 14,756 shares; 2025Q4: 14,656 shares 14,656 $663K 0.04% -100 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,734 shares; 2024Q4: 5,584 shares; 2025Q1: 5,628 shares; 2025Q2: 5,420 shares; 2025Q3: 7,199 shares; 2025Q4: 7,601 shares 7,601 $649K 0.04% +402 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,458 shares; 2024Q4: 24,619 shares; 2025Q1: 24,369 shares; 2025Q2: 24,319 shares; 2025Q3: 23,403 shares; 2025Q4: 22,828 shares 22,828 $626K 0.04% -575 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 582 shares; 2025Q1: 2,432 shares; 2025Q2: 1,289 shares; 2025Q3: 1,289 shares; 2025Q4: 1,289 shares 1,289 $619K 0.04% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 5,525 shares; 2025Q1: 4,530 shares; 2025Q2: 4,530 shares; 2025Q3: 4,432 shares; 2025Q4: 5,057 shares 5,057 $612K 0.04% +625 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,164 shares; 2024Q4: 2,067 shares; 2025Q1: 1,776 shares; 2025Q2: 1,682 shares; 2025Q3: 1,682 shares; 2025Q4: 2,107 shares 2,107 $611K 0.04% +425 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,820 shares; 2024Q4: 21,485 shares; 2025Q1: 18,865 shares; 2025Q2: 17,944 shares; 2025Q3: 17,426 shares; 2025Q4: 16,451 shares 16,451 $607K 0.04% -975 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 1,184 shares; 2025Q1: 2,659 shares; 2025Q2: 2,634 shares; 2025Q3: 1,960 shares; 2025Q4: 1,940 shares 1,940 $606K 0.04% -20 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 948 shares; 2025Q1: 1,148 shares; 2025Q2: 926 shares; 2025Q3: 939 shares; 2025Q4: 1,234 shares 1,234 $575K 0.04% +295 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,876 shares; 2024Q4: 2,882 shares; 2025Q1: 2,822 shares; 2025Q2: 2,632 shares; 2025Q3: 2,657 shares; 2025Q4: 2,548 shares 2,548 $560K 0.04% -109 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,415 shares; 2024Q4: 8,035 shares; 2025Q1: 6,725 shares; 2025Q2: 6,635 shares; 2025Q3: 6,635 shares; 2025Q4: 6,454 shares 6,454 $557K 0.04% -181 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,468 shares; 2024Q4: 12,175 shares; 2025Q1: 11,235 shares; 2025Q2: 10,827 shares; 2025Q3: 10,582 shares; 2025Q4: 10,237 shares 10,237 $551K 0.04% -345 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,066 shares; 2025Q1: 1,942 shares; 2025Q2: 2,151 shares; 2025Q3: 2,137 shares; 2025Q4: 2,112 shares 2,112 $545K 0.04% -25 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,055 shares; 2024Q4: 5,292 shares; 2025Q1: 4,115 shares; 2025Q2: 3,895 shares; 2025Q3: 3,586 shares; 2025Q4: 3,586 shares 3,586 $542K 0.04% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 4,137 shares; 2025Q1: 4,137 shares; 2025Q2: 4,370 shares; 2025Q3: 3,765 shares; 2025Q4: 3,765 shares 3,765 $540K 0.04% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,524 shares; 2024Q4: 2,337 shares; 2025Q1: 2,296 shares; 2025Q2: 2,355 shares; 2025Q3: 2,123 shares; 2025Q4: 2,036 shares 2,036 $539K 0.04% -87 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,963 shares; 2025Q2: 4,863 shares; 2025Q3: 4,863 shares; 2025Q4: 4,863 shares 4,863 $536K 0.04% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,497 shares; 2024Q4: 9,497 shares; 2025Q1: 9,497 shares; 2025Q2: 9,497 shares; 2025Q3: 9,497 shares; 2025Q4: 9,282 shares 9,282 $534K 0.04% -215 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 3,479 shares; 2025Q1: 3,344 shares; 2025Q2: 3,244 shares; 2025Q3: 3,244 shares; 2025Q4: 3,159 shares 3,159 $514K 0.03% -85 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,817 shares; 2024Q4: 5,218 shares; 2025Q1: 5,418 shares; 2025Q2: 6,133 shares; 2025Q3: 5,570 shares; 2025Q4: 5,521 shares 5,521 $494K 0.03% -49 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,123 shares; 2024Q4: 4,440 shares; 2025Q1: 4,300 shares; 2025Q2: 4,169 shares; 2025Q3: 4,169 shares; 2025Q4: 4,088 shares 4,088 $491K 0.03% -81 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,932 shares; 2024Q4: 2,859 shares; 2025Q1: 2,765 shares; 2025Q2: 2,590 shares; 2025Q3: 2,942 shares; 2025Q4: 2,654 shares 2,654 $481K 0.03% -288 Timeline SAMG SILVERCREST ASSET MGMT GROUP More: the full row for SILVERCREST ASSET MGMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,650 shares; 2024Q4: 31,650 shares; 2025Q1: 31,650 shares; 2025Q2: 31,650 shares; 2025Q3: 31,650 shares; 2025Q4: 31,650 shares 31,650 $481K 0.03% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,944 shares; 2024Q4: 4,896 shares; 2025Q1: 4,549 shares; 2025Q2: 4,544 shares; 2025Q3: 6,249 shares; 2025Q4: 5,661 shares 5,661 $477K 0.03% -588 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,728 shares; 2024Q4: 5,703 shares; 2025Q1: 4,988 shares; 2025Q2: 4,953 shares; 2025Q3: 4,128 shares; 2025Q4: 4,903 shares 4,903 $474K 0.03% +775 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,810 shares; 2024Q4: 18,278 shares; 2025Q1: 17,923 shares; 2025Q2: 17,694 shares; 2025Q3: 18,936 shares; 2025Q4: 18,955 shares 18,955 $471K 0.03% +19 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,544 shares; 2025Q1: 1,455 shares; 2025Q2: 1,768 shares; 2025Q3: 1,689 shares; 2025Q4: 1,870 shares 1,870 $461K 0.03% +181 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,997 shares 1,997 $455K 0.03% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,171 shares; 2024Q4: 5,171 shares; 2025Q1: 4,506 shares; 2025Q2: 4,456 shares; 2025Q3: 4,649 shares; 2025Q4: 4,664 shares 4,664 $443K 0.03% +15 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 569 shares; 2025Q1: 1,335 shares; 2025Q2: 1,324 shares; 2025Q3: 830 shares; 2025Q4: 899 shares 899 $439K 0.03% +69 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,605 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,592 shares; 2025Q4: 1,592 shares 1,592 $438K 0.03% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,670 shares; 2024Q4: 9,138 shares; 2025Q1: 9,194 shares; 2025Q2: 9,268 shares; 2025Q3: 10,549 shares; 2025Q4: 10,730 shares 10,730 $437K 0.03% +181 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,775 shares; 2024Q4: 3,775 shares; 2025Q1: 3,600 shares; 2025Q2: 3,575 shares; 2025Q3: 3,575 shares; 2025Q4: 3,575 shares 3,575 $425K 0.03% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 15,851 shares; 2025Q1: 15,639 shares; 2025Q2: 15,549 shares; 2025Q3: 15,379 shares; 2025Q4: 16,043 shares 16,043 $421K 0.03% +664 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,442 shares; 2024Q4: 4,149 shares; 2025Q1: 3,908 shares; 2025Q2: 6,725 shares; 2025Q3: 6,031 shares; 2025Q4: 5,414 shares 5,414 $421K 0.03% -617 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,447 shares; 2024Q4: 2,447 shares; 2025Q1: 2,447 shares; 2025Q2: 2,447 shares; 2025Q3: 2,971 shares; 2025Q4: 2,956 shares 2,956 $417K 0.03% -15 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,215 shares; 2024Q4: 3,273 shares; 2025Q1: 3,684 shares; 2025Q2: 2,769 shares; 2025Q3: 2,706 shares; 2025Q4: 2,676 shares 2,676 $408K 0.03% -30 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 1,041 shares; 2025Q1: 1,001 shares; 2025Q2: 922 shares; 2025Q3: 971 shares; 2025Q4: 1,996 shares 1,996 $405K 0.03% +1,025 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,887 shares; 2024Q4: 3,887 shares; 2025Q1: 4,006 shares; 2025Q2: 3,806 shares; 2025Q3: 3,806 shares; 2025Q4: 3,806 shares 3,806 $401K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,953 shares; 2024Q4: 10,630 shares; 2025Q1: 10,241 shares; 2025Q2: 11,966 shares; 2025Q3: 11,884 shares; 2025Q4: 11,884 shares 11,884 $389K 0.03% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,891 shares; 2025Q2: 2,771 shares; 2025Q3: 2,661 shares; 2025Q4: 2,611 shares 2,611 $388K 0.03% -50 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,099 shares; 2024Q4: 889 shares; 2025Q1: not reported; 2025Q2: 731 shares; 2025Q3: 874 shares; 2025Q4: 858 shares 858 $386K 0.03% -16 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 471 shares; 2025Q1: 276 shares; 2025Q2: 4,134 shares; 2025Q3: 4,095 shares; 2025Q4: 4,209 shares 4,209 $384K 0.03% +114 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,214 shares; 2024Q4: 4,290 shares; 2025Q1: 4,323 shares; 2025Q2: 3,672 shares; 2025Q3: 3,672 shares; 2025Q4: 4,557 shares 4,557 $382K 0.03% +885 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,848 shares; 2025Q1: 1,630 shares; 2025Q2: 1,564 shares; 2025Q3: 1,617 shares; 2025Q4: 1,741 shares 1,741 $378K 0.02% +124 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,845 shares; 2024Q4: 1,568 shares; 2025Q1: 1,860 shares; 2025Q2: 1,920 shares; 2025Q3: 1,805 shares; 2025Q4: 1,958 shares 1,958 $374K 0.02% +153 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,779 shares; 2024Q4: 18,412 shares; 2025Q1: 13,103 shares; 2025Q2: 11,968 shares; 2025Q3: 11,968 shares; 2025Q4: 11,818 shares 11,818 $372K 0.02% -150 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,671 shares; 2024Q4: 2,361 shares; 2025Q1: 2,081 shares; 2025Q2: 1,986 shares; 2025Q3: 1,986 shares; 2025Q4: 1,986 shares 1,986 $365K 0.02% 0 Timeline HERO GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,811 shares; 2024Q4: 15,080 shares; 2025Q1: 14,705 shares; 2025Q2: 14,402 shares; 2025Q3: 12,157 shares; 2025Q4: 12,157 shares 12,157 $362K 0.02% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,809 shares 7,809 $358K 0.02% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,825 shares; 2025Q2: 3,227 shares; 2025Q3: 4,321 shares; 2025Q4: 4,534 shares 4,534 $346K 0.02% +213 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,464 shares; 2024Q4: 3,648 shares; 2025Q1: 3,286 shares; 2025Q2: 3,320 shares; 2025Q3: 3,369 shares; 2025Q4: 3,285 shares 3,285 $345K 0.02% -84 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,639 shares; 2025Q4: 1,639 shares 1,639 $345K 0.02% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,251 shares 5,251 $344K 0.02% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,811 shares; 2024Q4: 1,810 shares; 2025Q1: 1,627 shares; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares; 2025Q4: 1,591 shares 1,591 $337K 0.02% +27 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: 2,436 shares; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,330 shares 2,330 $334K 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,872 shares; 2024Q4: 5,847 shares; 2025Q1: 5,666 shares; 2025Q2: 4,281 shares; 2025Q3: 4,196 shares; 2025Q4: 4,071 shares 4,071 $322K 0.02% -125 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,004 shares 4,004 $321K 0.02% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,987 shares; 2025Q3: 4,987 shares; 2025Q4: 4,987 shares 4,987 $319K 0.02% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,115 shares; 2025Q1: 4,715 shares; 2025Q2: 6,040 shares; 2025Q3: 6,040 shares; 2025Q4: 5,440 shares 5,440 $316K 0.02% -600 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,780 shares 3,780 $309K 0.02% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,835 shares; 2025Q1: 1,835 shares; 2025Q2: 1,835 shares; 2025Q3: 1,897 shares; 2025Q4: 1,897 shares 1,897 $309K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 2,190 shares; 2025Q1: 2,190 shares; 2025Q2: 2,190 shares; 2025Q3: 2,190 shares; 2025Q4: 1,440 shares 1,440 $305K 0.02% -750 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,135 shares; 2024Q4: 27,135 shares; 2025Q1: 27,135 shares; 2025Q2: 27,135 shares; 2025Q3: 22,996 shares; 2025Q4: 22,996 shares 22,996 $302K 0.02% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 712 shares; 2025Q4: 712 shares 712 $299K 0.02% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,090 shares; 2025Q4: 1,040 shares 1,040 $299K 0.02% -50 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares; 2025Q4: 1,540 shares 1,540 $295K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 4,196 shares; 2025Q1: 4,196 shares; 2025Q2: 3,423 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares 3,375 $294K 0.02% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,539 shares; 2024Q4: 6,539 shares; 2025Q1: 6,539 shares; 2025Q2: 6,539 shares; 2025Q3: 7,439 shares; 2025Q4: 6,089 shares 6,089 $289K 0.02% -1,350 Timeline FPX 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,716 shares; 2025Q1: not reported; 2025Q2: 1,716 shares; 2025Q3: 1,716 shares; 2025Q4: 1,716 shares 1,716 $281K 0.02% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 990 shares 990 $280K 0.02% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,451 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,252 shares; 2025Q3: 7,252 shares; 2025Q4: 7,252 shares 7,252 $262K 0.02% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 4,743 shares; 2025Q1: 4,615 shares; 2025Q2: 4,584 shares; 2025Q3: 4,580 shares; 2025Q4: 4,580 shares 4,580 $253K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,651 shares 3,651 $245K 0.02% new Timeline SPXE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,760 shares; 2024Q4: 3,780 shares; 2025Q1: 3,663 shares; 2025Q2: 3,621 shares; 2025Q3: 3,321 shares; 2025Q4: 3,321 shares 3,321 $245K 0.02% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,689 shares; 2025Q4: 4,689 shares 4,689 $242K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 10,064 shares; 2025Q1: 9,941 shares; 2025Q2: 13,784 shares; 2025Q3: 7,977 shares; 2025Q4: 7,844 shares 7,844 $236K 0.02% -133 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,811 shares; 2024Q4: 10,581 shares; 2025Q1: 8,866 shares; 2025Q2: 6,246 shares; 2025Q3: 5,181 shares; 2025Q4: 5,006 shares 5,006 $233K 0.02% -175 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 3,227 shares; 2025Q1: 3,167 shares; 2025Q2: 3,214 shares; 2025Q3: 980 shares; 2025Q4: 964 shares 964 $232K 0.02% -16 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,280 shares; 2024Q4: 5,280 shares; 2025Q1: 5,280 shares; 2025Q2: 5,280 shares; 2025Q3: 4,871 shares; 2025Q4: 4,810 shares 4,810 $230K 0.02% -61 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 645 shares 645 $228K 0.02% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,825 shares; 2025Q2: 3,024 shares; 2025Q3: 3,086 shares; 2025Q4: 3,086 shares 3,086 $227K 0.01% 0 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 2,665 shares; 2025Q1: 5,330 shares; 2025Q2: 4,715 shares; 2025Q3: 4,465 shares; 2025Q4: 3,415 shares 3,415 $218K 0.01% -1,050 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,120 shares; 2025Q4: 2,120 shares 2,120 $216K 0.01% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 2,673 shares; 2025Q1: 2,648 shares; 2025Q2: 2,538 shares; 2025Q3: 2,538 shares; 2025Q4: 2,489 shares 2,489 $211K 0.01% -49 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,523 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,117 shares; 2025Q4: 1,087 shares 1,087 $210K 0.01% -30 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,615 shares; 2025Q3: 1,615 shares; 2025Q4: 1,540 shares 1,540 $210K 0.01% -75 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,937 shares; 2024Q4: 9,627 shares; 2025Q1: 11,416 shares; 2025Q2: 8,468 shares; 2025Q3: 8,417 shares; 2025Q4: 8,376 shares 8,376 $209K 0.01% -41 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,382 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,925 shares 2,925 $209K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,920 shares; 2025Q2: not reported; 2025Q3: 7,031 shares; 2025Q4: 7,031 shares 7,031 $208K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,510 shares 2,510 $205K 0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,450 shares 2,450 $205K 0.01% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,368 shares; 2024Q4: 3,318 shares; 2025Q1: 2,933 shares; 2025Q2: 2,863 shares; 2025Q3: 2,863 shares; 2025Q4: 2,863 shares 2,863 $204K 0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,362 shares; 2024Q4: 2,505 shares; 2025Q1: 2,339 shares; 2025Q2: 2,377 shares; 2025Q3: not reported; 2025Q4: 4,431 shares 4,431 $201K 0.01% new Timeline CLIFTON MNG CO COM CLIFTON MNG CO COM More: the full row for CLIFTON MNG CO COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $3K <0.01% 0