SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,907 shares; 2024Q4: 678,771 shares; 2025Q1: 1,792,898 shares; 2025Q2: 1,342,865 shares; 2025Q3: 1,366,766 shares 1,366,766 $107M 3.79% +23,901 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,371 shares; 2024Q4: 182,568 shares; 2025Q1: 806,123 shares; 2025Q2: 733,202 shares; 2025Q3: 693,464 shares 693,464 $83.7M 2.96% -39,738 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,110 shares; 2024Q4: 326,953 shares; 2025Q1: 1,003,637 shares; 2025Q2: 1,038,131 shares; 2025Q3: 1,267,886 shares 1,267,886 $75.1M 2.65% +229,755 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,001 shares; 2024Q4: 158,846 shares; 2025Q1: 213,230 shares; 2025Q2: 183,577 shares; 2025Q3: 288,477 shares 288,477 $73.5M 2.6% +104,900 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,152 shares; 2024Q4: 95,104 shares; 2025Q1: 117,788 shares; 2025Q2: 109,485 shares; 2025Q3: 140,611 shares 140,611 $72.8M 2.58% +31,126 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,734 shares; 2024Q4: 256,428 shares; 2025Q1: 350,669 shares; 2025Q2: 282,785 shares; 2025Q3: 380,970 shares 380,970 $71.1M 2.51% +98,185 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,849 shares; 2024Q4: 42,303 shares; 2025Q1: 290,047 shares; 2025Q2: 305,852 shares; 2025Q3: 309,923 shares 309,923 $64M 2.26% +4,071 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,615 shares; 2025Q2: 101,899 shares; 2025Q3: 207,450 shares 207,450 $50.6M 1.79% +105,551 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,861 shares; 2024Q4: 79,701 shares; 2025Q1: 434,797 shares; 2025Q2: 728,491 shares; 2025Q3: 849,426 shares 849,426 $48.1M 1.7% +120,935 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,520 shares; 2024Q4: 88,446 shares; 2025Q1: 247,954 shares; 2025Q2: 258,158 shares; 2025Q3: 231,253 shares 231,253 $45M 1.59% -26,905 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,836 shares; 2024Q4: 201,553 shares; 2025Q1: 375,968 shares; 2025Q2: 411,008 shares; 2025Q3: 412,908 shares 412,908 $41.4M 1.46% +1,900 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,544 shares; 2024Q4: 48,012 shares; 2025Q1: 403,075 shares; 2025Q2: 401,160 shares; 2025Q3: 374,003 shares 374,003 $39.8M 1.41% -27,157 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,412 shares; 2024Q4: 37,351 shares; 2025Q1: 50,879 shares; 2025Q2: 50,285 shares; 2025Q3: 53,622 shares 53,622 $39.4M 1.39% +3,337 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,363 shares; 2024Q4: 119,644 shares; 2025Q1: 143,282 shares; 2025Q2: 151,859 shares; 2025Q3: 150,062 shares 150,062 $36.5M 1.29% -1,797 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,653 shares; 2024Q4: 101,833 shares; 2025Q1: 143,071 shares; 2025Q2: 128,766 shares; 2025Q3: 164,841 shares 164,841 $36.2M 1.28% +36,075 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,061 shares; 2024Q4: 28,242 shares; 2025Q1: 80,570 shares; 2025Q2: 576,494 shares; 2025Q3: 492,034 shares 492,034 $33.4M 1.18% -84,460 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,186 shares; 2024Q4: 1,216 shares; 2025Q1: 91,147 shares; 2025Q2: 86,928 shares; 2025Q3: 70,924 shares 70,924 $33.2M 1.18% -16,004 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 1,959 shares; 2025Q1: 51,124 shares; 2025Q2: 111,001 shares; 2025Q3: 85,229 shares 85,229 $30.3M 1.07% -25,772 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,912 shares; 2024Q4: 43,251 shares; 2025Q1: 553,083 shares; 2025Q2: 1,026,965 shares; 2025Q3: 1,095,354 shares 1,095,354 $29.5M 1.04% +68,389 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 459,952 shares; 2025Q3: 861,242 shares 861,242 $29.4M 1.04% +401,290 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,928 shares; 2025Q2: 708,623 shares; 2025Q3: 727,593 shares 727,593 $27.5M 0.97% +18,970 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,634 shares; 2024Q4: 51,174 shares; 2025Q1: 76,286 shares; 2025Q2: 65,087 shares; 2025Q3: 79,966 shares 79,966 $26.4M 0.93% +14,879 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,127 shares; 2024Q4: 62,888 shares; 2025Q1: 74,425 shares; 2025Q2: 80,771 shares; 2025Q3: 81,249 shares 81,249 $25.6M 0.91% +478 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,013 shares; 2025Q1: 256,372 shares; 2025Q2: 243,055 shares; 2025Q3: 338,918 shares 338,918 $24.7M 0.87% +95,863 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,761 shares; 2024Q4: 93,597 shares; 2025Q1: 221,589 shares; 2025Q2: 234,321 shares; 2025Q3: 247,057 shares 247,057 $23.5M 0.83% +12,736 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,830 shares; 2024Q4: 64,768 shares; 2025Q1: 90,477 shares; 2025Q2: 58,014 shares; 2025Q3: 95,368 shares 95,368 $23.2M 0.82% +37,354 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,039 shares; 2024Q4: 17,875 shares; 2025Q1: 30,965 shares; 2025Q2: 31,662 shares; 2025Q3: 31,773 shares 31,773 $21.3M 0.75% +111 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 103,166 shares; 2025Q1: 129,994 shares; 2025Q2: 143,850 shares; 2025Q3: 137,957 shares 137,957 $20.1M 0.71% -5,893 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,994 shares; 2024Q4: 104,801 shares; 2025Q1: 98,248 shares; 2025Q2: 458,440 shares; 2025Q3: 406,074 shares 406,074 $20.1M 0.71% -52,366 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,303 shares; 2024Q4: 11,728 shares; 2025Q1: 395,168 shares; 2025Q2: 375,369 shares; 2025Q3: 344,932 shares 344,932 $19.1M 0.68% -30,437 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,363 shares; 2024Q4: 20,022 shares; 2025Q1: 26,474 shares; 2025Q2: 27,637 shares; 2025Q3: 37,783 shares 37,783 $19M 0.67% +10,146 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,823 shares; 2024Q4: 41,879 shares; 2025Q1: 60,580 shares; 2025Q2: 58,983 shares; 2025Q3: 54,988 shares 54,988 $18.8M 0.66% -3,995 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,824 shares; 2024Q4: 127,378 shares; 2025Q1: 141,067 shares; 2025Q2: 143,258 shares; 2025Q3: 180,306 shares 180,306 $18.6M 0.66% +37,048 Timeline SPMO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,479 shares; 2025Q1: 154,037 shares; 2025Q2: 152,214 shares; 2025Q3: 150,056 shares 150,056 $18.2M 0.64% -2,158 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,243 shares; 2024Q4: 92,986 shares; 2025Q1: 277,663 shares; 2025Q2: 300,192 shares; 2025Q3: 333,660 shares 333,660 $17.8M 0.63% +33,468 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,314 shares; 2024Q4: 9,740 shares; 2025Q1: 196,209 shares; 2025Q2: 170,066 shares; 2025Q3: 159,626 shares 159,626 $17M 0.6% -10,440 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,540 shares; 2024Q4: 4,271 shares; 2025Q1: 127,175 shares; 2025Q2: 117,930 shares; 2025Q3: 80,380 shares 80,380 $16.4M 0.58% -37,550 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,168 shares; 2024Q4: 24,874 shares; 2025Q1: 26,749 shares; 2025Q2: 23,978 shares; 2025Q3: 28,190 shares 28,190 $16M 0.57% +4,212 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 224,050 shares 224,050 $15.7M 0.56% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,485 shares; 2024Q4: 7,480 shares; 2025Q1: 186,711 shares; 2025Q2: 178,622 shares; 2025Q3: 147,472 shares 147,472 $15.4M 0.55% -31,150 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,024 shares; 2024Q4: 62,627 shares; 2025Q1: 73,313 shares; 2025Q2: 237,014 shares; 2025Q3: 185,038 shares 185,038 $15.4M 0.54% -51,976 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,543 shares; 2024Q4: 11,437 shares; 2025Q1: 30,472 shares; 2025Q2: 29,790 shares; 2025Q3: 24,792 shares 24,792 $15.2M 0.54% -4,998 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,685 shares; 2024Q4: 10,926 shares; 2025Q1: 13,426 shares; 2025Q2: 13,279 shares; 2025Q3: 15,359 shares 15,359 $14.2M 0.5% +2,080 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,282 shares; 2024Q4: 11,205 shares; 2025Q1: 14,900 shares; 2025Q2: 17,246 shares; 2025Q3: 17,821 shares 17,821 $13.6M 0.48% +575 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,207 shares; 2024Q4: 66,942 shares; 2025Q1: 71,069 shares; 2025Q2: 80,703 shares; 2025Q3: 84,749 shares 84,749 $13M 0.46% +4,046 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,937 shares; 2024Q4: 14,479 shares; 2025Q1: 26,988 shares; 2025Q2: 26,871 shares; 2025Q3: 27,889 shares 27,889 $12.4M 0.44% +1,018 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,625 shares; 2024Q4: 28,831 shares; 2025Q1: 29,530 shares; 2025Q2: 27,398 shares; 2025Q3: 30,192 shares 30,192 $12.2M 0.43% +2,794 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,335 shares; 2024Q4: 43,050 shares; 2025Q1: 74,626 shares; 2025Q2: 79,754 shares; 2025Q3: 74,947 shares 74,947 $12.2M 0.43% -4,807 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,026 shares; 2024Q4: 33,715 shares; 2025Q1: 87,381 shares; 2025Q2: 69,172 shares; 2025Q3: 63,449 shares 63,449 $11.8M 0.42% -5,723 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,453 shares; 2024Q4: 4,453 shares; 2025Q1: 13,777 shares; 2025Q2: 104,787 shares; 2025Q3: 117,160 shares 117,160 $11.3M 0.4% +12,373 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,276 shares; 2024Q4: 92,787 shares; 2025Q1: 94,902 shares; 2025Q2: 102,401 shares; 2025Q3: 118,013 shares 118,013 $11.3M 0.4% +15,612 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,864 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 429,124 shares; 2025Q3: 131,154 shares 131,154 $11.1M 0.39% -297,970 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,080 shares; 2024Q4: 27,504 shares; 2025Q1: 30,989 shares; 2025Q2: 100,442 shares; 2025Q3: 91,161 shares 91,161 $10.9M 0.39% -9,281 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,057 shares; 2024Q4: 16,485 shares; 2025Q1: 25,336 shares; 2025Q2: 308,114 shares; 2025Q3: 111,812 shares 111,812 $10.6M 0.38% -196,302 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,045 shares; 2024Q4: 39,122 shares; 2025Q1: 41,927 shares; 2025Q2: 45,248 shares; 2025Q3: 87,039 shares 87,039 $10.5M 0.37% +41,791 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,870 shares; 2024Q4: 3,523 shares; 2025Q1: 149,898 shares; 2025Q2: 147,085 shares; 2025Q3: 109,177 shares 109,177 $10.2M 0.36% -37,908 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,315 shares; 2024Q4: 15,525 shares; 2025Q1: 32,607 shares; 2025Q2: 35,444 shares; 2025Q3: 36,178 shares 36,178 $10.2M 0.36% +734 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,617 shares; 2024Q4: 54,400 shares; 2025Q1: 94,846 shares; 2025Q2: 93,487 shares; 2025Q3: 106,768 shares 106,768 $10.2M 0.36% +13,281 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,911 shares; 2024Q4: 369,562 shares; 2025Q1: 488,406 shares; 2025Q2: 261,989 shares; 2025Q3: 200,683 shares 200,683 $10.2M 0.36% -61,306 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,478 shares; 2024Q4: 31,577 shares; 2025Q1: 169,216 shares; 2025Q2: 165,104 shares; 2025Q3: 113,944 shares 113,944 $9.95M 0.35% -51,160 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,964 shares; 2024Q4: 25,642 shares; 2025Q1: 162,020 shares; 2025Q2: 163,360 shares; 2025Q3: 148,923 shares 148,923 $9.82M 0.35% -14,437 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,826 shares; 2024Q4: 36,842 shares; 2025Q1: 37,151 shares; 2025Q2: 33,818 shares; 2025Q3: 39,209 shares 39,209 $9.68M 0.34% +5,391 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,457 shares; 2024Q4: 175,907 shares; 2025Q1: 297,204 shares; 2025Q2: 283,787 shares; 2025Q3: 161,415 shares 161,415 $9.67M 0.34% -122,372 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,676 shares 84,676 $9.49M 0.34% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,893 shares; 2024Q4: 31,552 shares; 2025Q1: 41,040 shares; 2025Q2: 39,769 shares; 2025Q3: 58,582 shares 58,582 $9.1M 0.32% +18,813 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,613 shares; 2024Q4: 54,077 shares; 2025Q1: 112,893 shares; 2025Q2: 106,645 shares; 2025Q3: 132,216 shares 132,216 $9.05M 0.32% +25,571 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,960 shares; 2024Q4: 46,139 shares; 2025Q1: 102,768 shares; 2025Q2: 103,083 shares; 2025Q3: 108,477 shares 108,477 $8.96M 0.32% +5,394 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,025 shares; 2024Q4: 9,374 shares; 2025Q1: 15,177 shares; 2025Q2: 16,818 shares; 2025Q3: 17,331 shares 17,331 $8.91M 0.32% +513 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,009 shares; 2024Q4: 5,089 shares; 2025Q1: 6,860 shares; 2025Q2: 8,432 shares; 2025Q3: 7,409 shares 7,409 $8.88M 0.31% -1,023 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,170 shares; 2025Q1: 5,872 shares; 2025Q2: 99,361 shares; 2025Q3: 85,842 shares 85,842 $8.87M 0.31% -13,519 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,651 shares; 2024Q4: 59,284 shares; 2025Q1: 98,529 shares; 2025Q2: 78,557 shares; 2025Q3: 78,495 shares 78,495 $8.85M 0.31% -62 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,035 shares; 2024Q4: 38,186 shares; 2025Q1: 79,631 shares; 2025Q2: 70,997 shares; 2025Q3: 59,752 shares 59,752 $8.64M 0.31% -11,245 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,380 shares; 2024Q4: 37,101 shares; 2025Q1: 31,191 shares; 2025Q2: 34,151 shares; 2025Q3: 35,693 shares 35,693 $8.54M 0.3% +1,542 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,979 shares; 2024Q4: 154,289 shares; 2025Q1: 301,077 shares; 2025Q2: 310,547 shares; 2025Q3: 296,090 shares 296,090 $8.36M 0.3% -14,457 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,249 shares; 2024Q4: 7,222 shares; 2025Q1: 26,824 shares; 2025Q2: 26,139 shares; 2025Q3: 24,591 shares 24,591 $8.18M 0.29% -1,548 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: not reported; 2025Q1: 13,120 shares; 2025Q2: 33,128 shares; 2025Q3: 33,727 shares 33,727 $8.16M 0.29% +599 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,245 shares; 2024Q4: 24,866 shares; 2025Q1: 28,169 shares; 2025Q2: 31,138 shares; 2025Q3: 32,102 shares 32,102 $8.16M 0.29% +964 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,579 shares; 2024Q4: 47,043 shares; 2025Q1: 47,897 shares; 2025Q2: 25,172 shares; 2025Q3: 27,611 shares 27,611 $8.11M 0.29% +2,439 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,964 shares; 2024Q4: 358,746 shares; 2025Q1: 1,291,417 shares; 2025Q2: 708,480 shares; 2025Q3: 335,703 shares 335,703 $7.88M 0.28% -372,777 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,746 shares; 2024Q4: 21,805 shares; 2025Q1: 26,535 shares; 2025Q2: 15,950 shares; 2025Q3: 21,913 shares 21,913 $7.57M 0.27% +5,963 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,547 shares; 2024Q4: 25,936 shares; 2025Q1: 24,576 shares; 2025Q2: 21,621 shares; 2025Q3: 32,261 shares 32,261 $7.47M 0.26% +10,640 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,686 shares; 2024Q4: 23,357 shares; 2025Q1: 26,316 shares; 2025Q2: 29,173 shares; 2025Q3: 29,987 shares 29,987 $7.4M 0.26% +814 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,325 shares; 2024Q4: 141,889 shares; 2025Q1: 212,865 shares; 2025Q2: 156,133 shares; 2025Q3: 170,765 shares 170,765 $7.39M 0.26% +14,632 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,904 shares; 2024Q4: 88,186 shares; 2025Q1: 135,656 shares; 2025Q2: 154,061 shares; 2025Q3: 111,220 shares 111,220 $7.35M 0.26% -42,841 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,410 shares; 2024Q4: 72,137 shares; 2025Q1: 67,982 shares; 2025Q2: 60,195 shares; 2025Q3: 89,984 shares 89,984 $7.31M 0.26% +29,789 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,492 shares; 2024Q4: 32,885 shares; 2025Q1: 49,303 shares; 2025Q2: 47,134 shares; 2025Q3: 38,239 shares 38,239 $7.19M 0.25% -8,895 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,853 shares; 2024Q4: 154,102 shares; 2025Q1: 143,176 shares; 2025Q2: 152,926 shares; 2025Q3: 161,113 shares 161,113 $7.08M 0.25% +8,187 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,446 shares; 2024Q4: 3,296 shares; 2025Q1: 17,976 shares; 2025Q2: 17,995 shares; 2025Q3: 10,420 shares 10,420 $6.94M 0.25% -7,575 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,585 shares; 2024Q4: 8,118 shares; 2025Q1: 10,470 shares; 2025Q2: 12,773 shares; 2025Q3: 16,148 shares 16,148 $6.87M 0.24% +3,375 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,673 shares; 2024Q4: 21,108 shares; 2025Q1: 32,308 shares; 2025Q2: 49,324 shares; 2025Q3: 61,250 shares 61,250 $6.8M 0.24% +11,926 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,672 shares; 2024Q4: 26,518 shares; 2025Q1: 28,126 shares; 2025Q2: 28,291 shares; 2025Q3: 32,934 shares 32,934 $6.76M 0.24% +4,643 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,483 shares; 2024Q4: 148,969 shares; 2025Q1: 123,126 shares; 2025Q2: 106,561 shares; 2025Q3: 129,092 shares 129,092 $6.66M 0.24% +22,531 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,746 shares; 2024Q4: 10,788 shares; 2025Q1: 15,013 shares; 2025Q2: 14,917 shares; 2025Q3: 13,832 shares 13,832 $6.57M 0.23% -1,085 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,615 shares; 2024Q4: 66,094 shares; 2025Q1: 69,794 shares; 2025Q2: 64,735 shares; 2025Q3: 34,873 shares 34,873 $6.5M 0.23% -29,862 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,941 shares; 2024Q4: 15,831 shares; 2025Q1: 17,524 shares; 2025Q2: 16,439 shares; 2025Q3: 21,250 shares 21,250 $6.46M 0.23% +4,811 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,367 shares; 2024Q4: 60,261 shares; 2025Q1: 172,035 shares; 2025Q2: 166,852 shares; 2025Q3: 119,045 shares 119,045 $6.45M 0.23% -47,807 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,264 shares; 2024Q4: 28,465 shares; 2025Q1: 26,514 shares; 2025Q2: 24,051 shares; 2025Q3: 13,428 shares 13,428 $6.44M 0.23% -10,623 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,545 shares; 2024Q4: 36,505 shares; 2025Q1: 43,085 shares; 2025Q2: 48,426 shares; 2025Q3: 63,339 shares 63,339 $6.43M 0.23% +14,913 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,178 shares; 2024Q4: 7,327 shares; 2025Q1: 109,486 shares; 2025Q2: 118,893 shares; 2025Q3: 124,782 shares 124,782 $6.25M 0.22% +5,889 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 123,359 shares; 2025Q2: 126,250 shares; 2025Q3: 160,779 shares 160,779 $6.07M 0.21% +34,529 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,451 shares; 2024Q4: 5,818 shares; 2025Q1: 6,102 shares; 2025Q2: 11,358 shares; 2025Q3: 13,540 shares 13,540 $6.06M 0.21% +2,182 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,837 shares; 2024Q4: 36,197 shares; 2025Q1: 31,804 shares; 2025Q2: 31,088 shares; 2025Q3: 42,508 shares 42,508 $5.97M 0.21% +11,420 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,462 shares; 2025Q2: 110,578 shares; 2025Q3: 117,479 shares 117,479 $5.95M 0.21% +6,901 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,113 shares; 2024Q4: 12,265 shares; 2025Q1: 94,549 shares; 2025Q2: 82,208 shares; 2025Q3: 79,717 shares 79,717 $5.93M 0.21% -2,491 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,030 shares; 2024Q4: 72,702 shares; 2025Q1: 82,461 shares; 2025Q2: 75,104 shares; 2025Q3: 88,849 shares 88,849 $5.89M 0.21% +13,745 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: 2,144 shares; 2025Q1: 2,645 shares; 2025Q2: 50,819 shares; 2025Q3: 54,241 shares 54,241 $5.85M 0.21% +3,422 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,077 shares; 2024Q4: 21,659 shares; 2025Q1: 17,876 shares; 2025Q2: 19,574 shares; 2025Q3: 26,726 shares 26,726 $5.68M 0.2% +7,152 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,150 shares; 2024Q4: 11,907 shares; 2025Q1: 18,494 shares; 2025Q2: 24,317 shares; 2025Q3: 34,914 shares 34,914 $5.65M 0.2% +10,597 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,079 shares; 2024Q4: 14,808 shares; 2025Q1: 16,998 shares; 2025Q2: 15,373 shares; 2025Q3: 19,670 shares 19,670 $5.55M 0.2% +4,297 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,002 shares; 2024Q4: 16,187 shares; 2025Q1: 16,039 shares; 2025Q2: 14,662 shares; 2025Q3: 23,355 shares 23,355 $5.54M 0.2% +8,693 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,111 shares; 2024Q4: 19,555 shares; 2025Q1: 17,806 shares; 2025Q2: 14,392 shares; 2025Q3: 18,217 shares 18,217 $5.48M 0.19% +3,825 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,915 shares; 2024Q4: 2,972 shares; 2025Q1: 4,099 shares; 2025Q2: 9,249 shares; 2025Q3: 6,979 shares 6,979 $5.39M 0.19% -2,270 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,666 shares; 2024Q4: 12,600 shares; 2025Q1: 13,210 shares; 2025Q2: 13,492 shares; 2025Q3: 12,744 shares 12,744 $5.38M 0.19% -748 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,096 shares; 2024Q4: 7,397 shares; 2025Q1: 8,851 shares; 2025Q2: 7,844 shares; 2025Q3: 10,963 shares 10,963 $5.32M 0.19% +3,119 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,742 shares; 2025Q2: 78,158 shares; 2025Q3: 106,706 shares 106,706 $5.25M 0.19% +28,548 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,629 shares; 2025Q2: 53,748 shares; 2025Q3: 55,629 shares 55,629 $5.2M 0.18% +1,881 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,671 shares; 2024Q4: 19,163 shares; 2025Q1: 39,893 shares; 2025Q2: 33,763 shares; 2025Q3: 30,862 shares 30,862 $5.16M 0.18% -2,901 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,369 shares; 2024Q4: 9,550 shares; 2025Q1: 17,616 shares; 2025Q2: 16,354 shares; 2025Q3: 17,368 shares 17,368 $5.1M 0.18% +1,014 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,173 shares; 2024Q4: 17,446 shares; 2025Q1: 57,192 shares; 2025Q2: 49,780 shares; 2025Q3: 44,314 shares 44,314 $5.05M 0.18% -5,466 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,117 shares; 2024Q4: 184,721 shares; 2025Q1: 202,262 shares; 2025Q2: 106,255 shares; 2025Q3: 99,909 shares 99,909 $5.05M 0.18% -6,346 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,661 shares; 2024Q4: 64,293 shares; 2025Q1: 68,980 shares; 2025Q2: 68,769 shares; 2025Q3: 92,283 shares 92,283 $4.91M 0.17% +23,514 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,867 shares; 2024Q4: 4,083 shares; 2025Q1: 5,734 shares; 2025Q2: 5,809 shares; 2025Q3: 13,038 shares 13,038 $4.82M 0.17% +7,229 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,710 shares; 2024Q4: 25,251 shares; 2025Q1: 35,846 shares; 2025Q2: 74,611 shares; 2025Q3: 95,914 shares 95,914 $4.7M 0.17% +21,303 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,116 shares; 2024Q4: 5,147 shares; 2025Q1: 14,039 shares; 2025Q2: 27,140 shares; 2025Q3: 16,706 shares 16,706 $4.67M 0.17% -10,434 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,131 shares; 2024Q4: 13,564 shares; 2025Q1: 13,627 shares; 2025Q2: 13,119 shares; 2025Q3: 13,221 shares 13,221 $4.66M 0.16% +102 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,706 shares; 2024Q4: 114,710 shares; 2025Q1: 188,978 shares; 2025Q2: 186,603 shares; 2025Q3: 200,288 shares 200,288 $4.63M 0.16% +13,685 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 2,154 shares; 2025Q1: 3,961 shares; 2025Q2: 3,256 shares; 2025Q3: 5,759 shares 5,759 $4.59M 0.16% +2,503 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,630 shares; 2024Q4: 7,060 shares; 2025Q1: 8,780 shares; 2025Q2: 9,533 shares; 2025Q3: 13,709 shares 13,709 $4.55M 0.16% +4,176 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,218 shares; 2024Q4: 45,171 shares; 2025Q1: 158,880 shares; 2025Q2: 144,290 shares; 2025Q3: 22,563 shares 22,563 $4.42M 0.16% -121,727 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,257 shares; 2024Q4: 12,790 shares; 2025Q1: 18,578 shares; 2025Q2: 18,434 shares; 2025Q3: 20,820 shares 20,820 $4.35M 0.15% +2,386 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,486 shares; 2024Q4: 17,823 shares; 2025Q1: 21,802 shares; 2025Q2: 24,347 shares; 2025Q3: 61,369 shares 61,369 $4.3M 0.15% +37,022 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,112 shares; 2024Q4: 1,854 shares; 2025Q1: 14,903 shares; 2025Q2: 14,767 shares; 2025Q3: 14,649 shares 14,649 $4.3M 0.15% -118 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,354 shares; 2024Q4: 53,652 shares; 2025Q1: 53,618 shares; 2025Q2: 52,954 shares; 2025Q3: 56,213 shares 56,213 $4.24M 0.15% +3,259 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,702 shares; 2024Q4: 22,439 shares; 2025Q1: 28,029 shares; 2025Q2: 29,377 shares; 2025Q3: 43,098 shares 43,098 $4.22M 0.15% +13,721 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,784 shares; 2024Q4: 43,807 shares; 2025Q1: 43,899 shares; 2025Q2: 27,789 shares; 2025Q3: 30,176 shares 30,176 $4.21M 0.15% +2,387 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,556 shares; 2024Q4: 72,772 shares; 2025Q1: 80,481 shares; 2025Q2: 79,398 shares; 2025Q3: 66,464 shares 66,464 $4.21M 0.15% -12,934 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,712 shares; 2024Q4: 69,637 shares; 2025Q1: 102,350 shares; 2025Q2: 93,343 shares; 2025Q3: 164,124 shares 164,124 $4.18M 0.15% +70,781 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,561 shares; 2024Q4: 54,256 shares; 2025Q1: 69,835 shares; 2025Q2: 71,104 shares; 2025Q3: 78,819 shares 78,819 $4.18M 0.15% +7,715 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,236 shares; 2024Q4: 27,679 shares; 2025Q1: 23,281 shares; 2025Q2: 25,669 shares; 2025Q3: 31,539 shares 31,539 $4.07M 0.14% +5,870 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,156 shares; 2024Q4: 18,812 shares; 2025Q1: 32,279 shares; 2025Q2: 31,278 shares; 2025Q3: 30,202 shares 30,202 $4.05M 0.14% -1,076 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,783 shares; 2024Q4: 8,808 shares; 2025Q1: 9,607 shares; 2025Q2: 10,086 shares; 2025Q3: 9,419 shares 9,419 $4.01M 0.14% -667 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,035 shares; 2024Q4: 56,228 shares; 2025Q1: 43,029 shares; 2025Q2: 32,269 shares; 2025Q3: 47,657 shares 47,657 $3.99M 0.14% +15,388 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,382 shares; 2024Q4: 14,932 shares; 2025Q1: 14,429 shares; 2025Q2: 11,841 shares; 2025Q3: 16,129 shares 16,129 $3.98M 0.14% +4,288 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,451 shares; 2024Q4: 2,359 shares; 2025Q1: 3,389 shares; 2025Q2: 3,110 shares; 2025Q3: 3,659 shares 3,659 $3.95M 0.14% +549 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,357 shares; 2024Q4: 8,480 shares; 2025Q1: 8,489 shares; 2025Q2: 9,510 shares; 2025Q3: 7,866 shares 7,866 $3.93M 0.14% -1,644 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,769 shares; 2024Q4: 17,693 shares; 2025Q1: 24,372 shares; 2025Q2: 23,511 shares; 2025Q3: 34,833 shares 34,833 $3.91M 0.14% +11,322 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,963 shares; 2024Q4: 5,537 shares; 2025Q1: 29,591 shares; 2025Q2: 31,179 shares; 2025Q3: 32,185 shares 32,185 $3.9M 0.14% +1,006 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,032 shares; 2024Q4: 23,193 shares; 2025Q1: 24,194 shares; 2025Q2: 16,312 shares; 2025Q3: 22,290 shares 22,290 $3.89M 0.14% +5,978 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,186 shares; 2025Q2: 22,041 shares; 2025Q3: 21,785 shares 21,785 $3.88M 0.14% -256 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,288 shares; 2024Q4: 15,297 shares; 2025Q1: 49,942 shares; 2025Q2: 45,148 shares; 2025Q3: 39,571 shares 39,571 $3.86M 0.14% -5,577 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,569 shares; 2024Q4: 67,000 shares; 2025Q1: 92,443 shares; 2025Q2: 98,197 shares; 2025Q3: 75,808 shares 75,808 $3.82M 0.14% -22,389 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,472 shares; 2024Q4: 6,918 shares; 2025Q1: 11,533 shares; 2025Q2: 10,950 shares; 2025Q3: 10,416 shares 10,416 $3.81M 0.13% -534 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,464 shares; 2025Q2: 8,717 shares; 2025Q3: 20,849 shares 20,849 $3.8M 0.13% +12,132 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,979 shares; 2024Q4: 4,740 shares; 2025Q1: 7,022 shares; 2025Q2: 8,731 shares; 2025Q3: 11,484 shares 11,484 $3.77M 0.13% +2,753 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,843 shares; 2024Q4: 16,427 shares; 2025Q1: 21,127 shares; 2025Q2: 20,150 shares; 2025Q3: 18,646 shares 18,646 $3.76M 0.13% -1,504 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 1,908 shares; 2025Q1: 4,851 shares; 2025Q2: 4,061 shares; 2025Q3: 6,067 shares 6,067 $3.73M 0.13% +2,006 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,490 shares; 2024Q4: 7,534 shares; 2025Q1: 14,298 shares; 2025Q2: 15,417 shares; 2025Q3: 16,419 shares 16,419 $3.63M 0.13% +1,002 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,787 shares; 2024Q4: 27,889 shares; 2025Q1: 30,655 shares; 2025Q2: 31,183 shares; 2025Q3: 31,809 shares 31,809 $3.58M 0.13% +626 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,952 shares; 2024Q4: 23,932 shares; 2025Q1: 28,078 shares; 2025Q2: 28,465 shares; 2025Q3: 28,810 shares 28,810 $3.57M 0.13% +345 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,273 shares; 2024Q4: 15,133 shares; 2025Q1: 15,726 shares; 2025Q2: 13,659 shares; 2025Q3: 15,029 shares 15,029 $3.55M 0.13% +1,370 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,432 shares; 2024Q4: 87,937 shares; 2025Q1: 82,546 shares; 2025Q2: 89,875 shares; 2025Q3: 292,317 shares 292,317 $3.5M 0.12% +202,442 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,822 shares; 2024Q4: 16,969 shares; 2025Q1: 21,833 shares; 2025Q2: 22,413 shares; 2025Q3: 12,854 shares 12,854 $3.47M 0.12% -9,559 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,995 shares; 2024Q4: 17,010 shares; 2025Q1: 23,444 shares; 2025Q2: 29,388 shares; 2025Q3: 31,288 shares 31,288 $3.46M 0.12% +1,900 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,656 shares; 2024Q4: 4,139 shares; 2025Q1: 4,692 shares; 2025Q2: 4,417 shares; 2025Q3: 4,606 shares 4,606 $3.44M 0.12% +189 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,528 shares; 2024Q4: 27,197 shares; 2025Q1: 69,273 shares; 2025Q2: 60,310 shares; 2025Q3: 71,292 shares 71,292 $3.44M 0.12% +10,982 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,621 shares; 2025Q1: 6,097 shares; 2025Q2: 7,840 shares; 2025Q3: 15,915 shares 15,915 $3.43M 0.12% +8,075 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,888 shares; 2024Q4: 10,727 shares; 2025Q1: 15,857 shares; 2025Q2: 18,988 shares; 2025Q3: 36,538 shares 36,538 $3.43M 0.12% +17,550 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,697 shares; 2025Q1: 4,477 shares; 2025Q2: 4,507 shares; 2025Q3: 4,514 shares 4,514 $3.42M 0.12% +7 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,448 shares; 2024Q4: 8,522 shares; 2025Q1: 12,410 shares; 2025Q2: 12,708 shares; 2025Q3: 19,999 shares 19,999 $3.42M 0.12% +7,291 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,022 shares; 2025Q1: 1,007 shares; 2025Q2: 996 shares; 2025Q3: 8,484 shares 8,484 $3.41M 0.12% +7,488 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,626 shares; 2024Q4: 15,813 shares; 2025Q1: 17,698 shares; 2025Q2: 19,000 shares; 2025Q3: 29,532 shares 29,532 $3.38M 0.12% +10,532 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,539 shares; 2024Q4: 8,968 shares; 2025Q1: 9,011 shares; 2025Q2: 9,051 shares; 2025Q3: 6,844 shares 6,844 $3.33M 0.12% -2,207 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,030 shares; 2024Q4: 14,678 shares; 2025Q1: 20,492 shares; 2025Q2: 21,450 shares; 2025Q3: 47,740 shares 47,740 $3.29M 0.12% +26,290 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,860 shares; 2024Q4: 38,973 shares; 2025Q1: 39,814 shares; 2025Q2: 40,129 shares; 2025Q3: 34,729 shares 34,729 $3.24M 0.11% -5,400 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,568 shares; 2024Q4: 9,493 shares; 2025Q1: 9,606 shares; 2025Q2: 9,652 shares; 2025Q3: 7,723 shares 7,723 $3.2M 0.11% -1,929 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 2,496 shares; 2025Q1: 4,105 shares; 2025Q2: 4,704 shares; 2025Q3: 15,569 shares 15,569 $3.17M 0.11% +10,865 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,046 shares; 2024Q4: 55,381 shares; 2025Q1: 62,322 shares; 2025Q2: 62,231 shares; 2025Q3: 64,748 shares 64,748 $3.13M 0.11% +2,517 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,665 shares; 2024Q4: 10,574 shares; 2025Q1: 7,040 shares; 2025Q2: 6,766 shares; 2025Q3: 18,532 shares 18,532 $3.08M 0.11% +11,766 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,978 shares; 2024Q4: 5,718 shares; 2025Q1: 8,034 shares; 2025Q2: 8,001 shares; 2025Q3: 8,442 shares 8,442 $3.01M 0.11% +441 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,169 shares; 2024Q4: 4,322 shares; 2025Q1: 6,394 shares; 2025Q2: 6,658 shares; 2025Q3: 11,958 shares 11,958 $3.01M 0.11% +5,300 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,246 shares; 2024Q4: 25,093 shares; 2025Q1: 14,822 shares; 2025Q2: 12,632 shares; 2025Q3: 31,598 shares 31,598 $2.99M 0.11% +18,966 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,931 shares; 2024Q4: 43,010 shares; 2025Q1: 54,516 shares; 2025Q2: 16,467 shares; 2025Q3: 35,310 shares 35,310 $2.96M 0.1% +18,843 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,563 shares; 2025Q2: 48,809 shares; 2025Q3: 33,442 shares 33,442 $2.96M 0.1% -15,367 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,090 shares; 2024Q4: 19,571 shares; 2025Q1: 19,486 shares; 2025Q2: 19,231 shares; 2025Q3: 18,636 shares 18,636 $2.95M 0.1% -595 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,098 shares; 2024Q4: 8,032 shares; 2025Q1: 8,184 shares; 2025Q2: 8,136 shares; 2025Q3: 21,369 shares 21,369 $2.94M 0.1% +13,233 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,422 shares; 2025Q2: 11,835 shares; 2025Q3: 21,883 shares 21,883 $2.93M 0.1% +10,048 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138 shares; 2024Q4: 1,639 shares; 2025Q1: 4,467 shares; 2025Q2: 3,260 shares; 2025Q3: 6,136 shares 6,136 $2.93M 0.1% +2,876 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 2,035 shares; 2025Q1: 2,045 shares; 2025Q2: 1,602 shares; 2025Q3: 3,175 shares 3,175 $2.92M 0.1% +1,573 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,465 shares; 2024Q4: 3,129 shares; 2025Q1: 9,938 shares; 2025Q2: 10,381 shares; 2025Q3: 18,380 shares 18,380 $2.92M 0.1% +7,999 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,495 shares; 2024Q4: 29,890 shares; 2025Q1: 46,658 shares; 2025Q2: 45,919 shares; 2025Q3: 45,998 shares 45,998 $2.87M 0.1% +79 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,492 shares; 2024Q4: 30,247 shares; 2025Q1: 32,850 shares; 2025Q2: 33,991 shares; 2025Q3: 34,648 shares 34,648 $2.85M 0.1% +657 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,528 shares; 2025Q2: 8,374 shares; 2025Q3: 5,767 shares 5,767 $2.83M 0.1% -2,607 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,684 shares; 2024Q4: 12,652 shares; 2025Q1: 11,018 shares; 2025Q2: 7,907 shares; 2025Q3: 13,728 shares 13,728 $2.81M 0.1% +5,821 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,481 shares; 2024Q4: 62,382 shares; 2025Q1: 63,653 shares; 2025Q2: 64,106 shares; 2025Q3: 62,915 shares 62,915 $2.8M 0.1% -1,191 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,171 shares; 2024Q4: 68,002 shares; 2025Q1: 15,256 shares; 2025Q2: 10,983 shares; 2025Q3: 22,563 shares 22,563 $2.79M 0.1% +11,580 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,512 shares; 2024Q4: 11,448 shares; 2025Q1: 14,939 shares; 2025Q2: 6,591 shares; 2025Q3: 9,894 shares 9,894 $2.79M 0.1% +3,303 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,527 shares; 2025Q1: 15,795 shares; 2025Q2: 17,380 shares; 2025Q3: 51,134 shares 51,134 $2.77M 0.1% +33,754 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,302 shares; 2024Q4: 4,419 shares; 2025Q1: 5,168 shares; 2025Q2: 5,860 shares; 2025Q3: 4,483 shares 4,483 $2.73M 0.1% -1,377 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,003 shares; 2024Q4: 8,311 shares; 2025Q1: 10,790 shares; 2025Q2: 10,728 shares; 2025Q3: 13,339 shares 13,339 $2.68M 0.09% +2,611 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,072 shares; 2024Q4: 22,118 shares; 2025Q1: 26,276 shares; 2025Q2: 26,806 shares; 2025Q3: 18,239 shares 18,239 $2.67M 0.09% -8,567 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,981 shares; 2024Q4: 10,419 shares; 2025Q1: 11,430 shares; 2025Q2: 13,289 shares; 2025Q3: 55,842 shares 55,842 $2.66M 0.09% +42,553 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,711 shares; 2024Q4: 30,766 shares; 2025Q1: 65,076 shares; 2025Q2: 7,521 shares; 2025Q3: 23,013 shares 23,013 $2.64M 0.09% +15,492 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,796 shares; 2024Q4: 10,787 shares; 2025Q1: 9,442 shares; 2025Q2: 8,652 shares; 2025Q3: 6,619 shares 6,619 $2.59M 0.09% -2,033 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,003 shares; 2024Q4: 16,531 shares; 2025Q1: 16,131 shares; 2025Q2: 16,107 shares; 2025Q3: 19,395 shares 19,395 $2.59M 0.09% +3,288 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,785 shares; 2024Q4: 54,315 shares; 2025Q1: 51,094 shares; 2025Q2: 56,384 shares; 2025Q3: 57,618 shares 57,618 $2.59M 0.09% +1,234 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,049 shares; 2024Q4: 5,351 shares; 2025Q1: 2,823 shares; 2025Q2: 4,281 shares; 2025Q3: 6,880 shares 6,880 $2.57M 0.09% +2,599 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,822 shares; 2024Q4: 68,214 shares; 2025Q1: 55,180 shares; 2025Q2: 47,620 shares; 2025Q3: 68,991 shares 68,991 $2.56M 0.09% +21,371 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,409 shares; 2024Q4: 17,677 shares; 2025Q1: 13,743 shares; 2025Q2: 14,939 shares; 2025Q3: 20,193 shares 20,193 $2.56M 0.09% +5,254 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,149 shares; 2024Q4: 7,333 shares; 2025Q1: 10,874 shares; 2025Q2: 9,725 shares; 2025Q3: 5,035 shares 5,035 $2.51M 0.09% -4,690 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,753 shares; 2024Q4: 56,453 shares; 2025Q1: 58,387 shares; 2025Q2: 59,560 shares; 2025Q3: 57,877 shares 57,877 $2.51M 0.09% -1,683 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,090 shares; 2024Q4: 9,142 shares; 2025Q1: 11,526 shares; 2025Q2: 13,399 shares; 2025Q3: 53,450 shares 53,450 $2.49M 0.09% +40,051 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,910 shares; 2024Q4: 3,950 shares; 2025Q1: 5,213 shares; 2025Q2: 5,372 shares; 2025Q3: 8,280 shares 8,280 $2.49M 0.09% +2,908 Timeline TWFG TWFG INC More: the full row for TWFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,996 shares; 2025Q1: 43,883 shares; 2025Q2: 48,547 shares; 2025Q3: 90,402 shares 90,402 $2.48M 0.09% +41,855 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,281 shares; 2024Q4: 11,750 shares; 2025Q1: 31,411 shares; 2025Q2: 20,604 shares; 2025Q3: 24,502 shares 24,502 $2.45M 0.09% +3,898 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,457 shares; 2024Q4: 16,390 shares; 2025Q1: 21,317 shares; 2025Q2: 25,512 shares; 2025Q3: 30,415 shares 30,415 $2.43M 0.09% +4,903 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,008 shares; 2024Q4: 8,466 shares; 2025Q1: 9,454 shares; 2025Q2: 10,447 shares; 2025Q3: 10,734 shares 10,734 $2.41M 0.09% +287 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,182 shares; 2024Q4: 30,763 shares; 2025Q1: 33,920 shares; 2025Q2: 35,284 shares; 2025Q3: 39,376 shares 39,376 $2.41M 0.09% +4,092 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: 2,753 shares; 2025Q1: 5,805 shares; 2025Q2: 4,964 shares; 2025Q3: 13,915 shares 13,915 $2.33M 0.08% +8,951 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,227 shares; 2024Q4: 63,544 shares; 2025Q1: 84,269 shares; 2025Q2: 43,462 shares; 2025Q3: 54,388 shares 54,388 $2.33M 0.08% +10,926 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,397 shares; 2024Q4: 23,447 shares; 2025Q1: 45,778 shares; 2025Q2: 46,813 shares; 2025Q3: 50,415 shares 50,415 $2.32M 0.08% +3,602 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,527 shares; 2024Q4: 12,343 shares; 2025Q1: 20,013 shares; 2025Q2: 20,637 shares; 2025Q3: 27,126 shares 27,126 $2.29M 0.08% +6,489 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,786 shares; 2024Q4: 17,347 shares; 2025Q1: 16,954 shares; 2025Q2: 16,808 shares; 2025Q3: 16,279 shares 16,279 $2.29M 0.08% -529 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,529 shares; 2024Q4: 4,865 shares; 2025Q1: 17,933 shares; 2025Q2: 19,063 shares; 2025Q3: 9,822 shares 9,822 $2.25M 0.08% -9,241 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 5,553 shares; 2025Q1: 4,963 shares; 2025Q2: 3,197 shares; 2025Q3: 3,116 shares 3,116 $2.24M 0.08% -81 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,572 shares; 2024Q4: 31,241 shares; 2025Q1: 31,693 shares; 2025Q2: 31,759 shares; 2025Q3: 26,801 shares 26,801 $2.24M 0.08% -4,958 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,138 shares; 2024Q4: 7,721 shares; 2025Q1: 21,314 shares; 2025Q2: 4,547 shares; 2025Q3: 9,011 shares 9,011 $2.21M 0.08% +4,464 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,545 shares; 2024Q4: 5,884 shares; 2025Q1: 6,179 shares; 2025Q2: 4,770 shares; 2025Q3: 7,055 shares 7,055 $2.19M 0.08% +2,285 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,436 shares; 2024Q4: 66,744 shares; 2025Q1: 74,751 shares; 2025Q2: 79,344 shares; 2025Q3: 82,841 shares 82,841 $2.18M 0.08% +3,497 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,142 shares; 2025Q1: 1,602 shares; 2025Q2: 2,133 shares; 2025Q3: 3,177 shares 3,177 $2.17M 0.08% +1,044 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,048 shares; 2024Q4: 12,053 shares; 2025Q1: 12,806 shares; 2025Q2: 12,172 shares; 2025Q3: 12,856 shares 12,856 $2.17M 0.08% +684 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,706 shares; 2024Q4: 39,292 shares; 2025Q1: 12,667 shares; 2025Q2: 12,771 shares; 2025Q3: 35,128 shares 35,128 $2.14M 0.08% +22,357 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,587 shares; 2024Q4: 11,100 shares; 2025Q1: 15,584 shares; 2025Q2: 20,507 shares; 2025Q3: 22,033 shares 22,033 $2.13M 0.08% +1,526 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 193 shares; 2025Q1: 323 shares; 2025Q2: 299 shares; 2025Q3: 389 shares 389 $2.1M 0.07% +90 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,189 shares; 2024Q4: 12,081 shares; 2025Q1: 22,018 shares; 2025Q2: 18,172 shares; 2025Q3: 17,481 shares 17,481 $2.08M 0.07% -691 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 4,449 shares; 2025Q1: 5,032 shares; 2025Q2: 1,951 shares; 2025Q3: 2,121 shares 2,121 $2.05M 0.07% +170 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,203 shares; 2024Q4: 21,167 shares; 2025Q1: 9,046 shares; 2025Q2: 7,516 shares; 2025Q3: 9,715 shares 9,715 $2.05M 0.07% +2,199 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,801 shares; 2024Q4: 5,252 shares; 2025Q1: 6,549 shares; 2025Q2: 6,959 shares; 2025Q3: 7,282 shares 7,282 $2.03M 0.07% +323 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,433 shares; 2024Q4: 19,663 shares; 2025Q1: 21,161 shares; 2025Q2: 21,725 shares; 2025Q3: 28,365 shares 28,365 $2.02M 0.07% +6,640 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 3,990 shares; 2025Q1: 4,315 shares; 2025Q2: 4,848 shares; 2025Q3: 5,675 shares 5,675 $1.98M 0.07% +827 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,865 shares; 2024Q4: 39,823 shares; 2025Q1: 93,840 shares; 2025Q2: 84,993 shares; 2025Q3: 43,147 shares 43,147 $1.98M 0.07% -41,846 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,439 shares; 2025Q2: 2,454 shares; 2025Q3: 15,192 shares 15,192 $1.97M 0.07% +12,738 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 1,812 shares; 2025Q1: 4,491 shares; 2025Q2: 4,490 shares; 2025Q3: 9,912 shares 9,912 $1.97M 0.07% +5,422 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,882 shares; 2024Q4: 58,808 shares; 2025Q1: 56,032 shares; 2025Q2: 38,257 shares; 2025Q3: 41,830 shares 41,830 $1.96M 0.07% +3,573 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: 1,087 shares; 2025Q1: 1,249 shares; 2025Q2: 1,325 shares; 2025Q3: 1,481 shares 1,481 $1.95M 0.07% +156 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,378 shares; 2025Q1: 2,168 shares; 2025Q2: 2,301 shares; 2025Q3: 4,243 shares 4,243 $1.94M 0.07% +1,942 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,004 shares; 2024Q4: 20,604 shares; 2025Q1: 20,483 shares; 2025Q2: 19,469 shares; 2025Q3: 28,458 shares 28,458 $1.93M 0.07% +8,989 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,278 shares; 2024Q4: 31,142 shares; 2025Q1: 31,790 shares; 2025Q2: 31,525 shares; 2025Q3: 31,656 shares 31,656 $1.91M 0.07% +131 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,531 shares; 2024Q4: 35,353 shares; 2025Q1: 28,106 shares; 2025Q2: 26,272 shares; 2025Q3: 20,833 shares 20,833 $1.87M 0.07% -5,439 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,783 shares; 2024Q4: 51,792 shares; 2025Q1: 55,141 shares; 2025Q2: 55,628 shares; 2025Q3: 40,336 shares 40,336 $1.87M 0.07% -15,292 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,168 shares; 2024Q4: 5,085 shares; 2025Q1: 5,777 shares; 2025Q2: 6,116 shares; 2025Q3: 6,805 shares 6,805 $1.86M 0.07% +689 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,402 shares; 2024Q4: 26,547 shares; 2025Q1: 30,091 shares; 2025Q2: 11,846 shares; 2025Q3: 7,318 shares 7,318 $1.86M 0.07% -4,528 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,946 shares; 2024Q4: 12,871 shares; 2025Q1: 19,326 shares; 2025Q2: 22,753 shares; 2025Q3: 23,040 shares 23,040 $1.86M 0.07% +287 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,734 shares; 2024Q4: 10,518 shares; 2025Q1: 8,350 shares; 2025Q2: 5,651 shares; 2025Q3: 10,096 shares 10,096 $1.85M 0.07% +4,445 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,894 shares; 2024Q4: 17,074 shares; 2025Q1: 19,986 shares; 2025Q2: 18,086 shares; 2025Q3: 16,596 shares 16,596 $1.85M 0.07% -1,490 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,887 shares; 2025Q1: 14,542 shares; 2025Q2: 14,514 shares; 2025Q3: 13,233 shares 13,233 $1.85M 0.07% -1,281 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,990 shares; 2024Q4: 11,285 shares; 2025Q1: 13,834 shares; 2025Q2: 16,077 shares; 2025Q3: 17,035 shares 17,035 $1.85M 0.07% +958 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,878 shares; 2024Q4: 62,860 shares; 2025Q1: 61,406 shares; 2025Q2: 58,966 shares; 2025Q3: 54,396 shares 54,396 $1.83M 0.06% -4,570 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,680 shares; 2025Q1: 3,384 shares; 2025Q2: 4,029 shares; 2025Q3: 5,251 shares 5,251 $1.82M 0.06% +1,222 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,753 shares; 2024Q4: 9,008 shares; 2025Q1: 5,847 shares; 2025Q2: 4,794 shares; 2025Q3: 5,289 shares 5,289 $1.8M 0.06% +495 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,181 shares; 2025Q2: 35,150 shares; 2025Q3: 21,573 shares 21,573 $1.8M 0.06% -13,577 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,972 shares; 2025Q3: 24,594 shares 24,594 $1.8M 0.06% +21,622 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,645 shares; 2024Q4: 19,102 shares; 2025Q1: 18,740 shares; 2025Q2: 74,871 shares; 2025Q3: 26,685 shares 26,685 $1.8M 0.06% -48,186 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,906 shares; 2024Q4: 5,603 shares; 2025Q1: 6,705 shares; 2025Q2: 6,167 shares; 2025Q3: 15,607 shares 15,607 $1.79M 0.06% +9,440 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,833 shares; 2024Q4: 8,822 shares; 2025Q1: 12,586 shares; 2025Q2: 13,454 shares; 2025Q3: 5,716 shares 5,716 $1.79M 0.06% -7,738 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,274 shares; 2024Q4: 9,880 shares; 2025Q1: 12,710 shares; 2025Q2: 12,728 shares; 2025Q3: 14,298 shares 14,298 $1.78M 0.06% +1,570 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,470 shares; 2024Q4: 11,947 shares; 2025Q1: 11,732 shares; 2025Q2: 8,950 shares; 2025Q3: 7,523 shares 7,523 $1.78M 0.06% -1,427 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,697 shares; 2024Q4: 12,399 shares; 2025Q1: 12,133 shares; 2025Q2: 13,500 shares; 2025Q3: 23,842 shares 23,842 $1.75M 0.06% +10,342 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,732 shares; 2025Q2: 2,295 shares; 2025Q3: 6,397 shares 6,397 $1.74M 0.06% +4,102 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,084 shares; 2025Q3: 38,628 shares 38,628 $1.74M 0.06% +8,544 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,720 shares; 2024Q4: 23,756 shares; 2025Q1: 11,968 shares; 2025Q2: 14,322 shares; 2025Q3: 17,305 shares 17,305 $1.7M 0.06% +2,983 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,691 shares; 2024Q4: 6,848 shares; 2025Q1: 14,024 shares; 2025Q2: 14,121 shares; 2025Q3: 13,125 shares 13,125 $1.68M 0.06% -996 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,376 shares; 2024Q4: 9,186 shares; 2025Q1: 9,881 shares; 2025Q2: 8,863 shares; 2025Q3: 8,710 shares 8,710 $1.68M 0.06% -153 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,666 shares; 2024Q4: 15,405 shares; 2025Q1: 23,477 shares; 2025Q2: 13,244 shares; 2025Q3: 15,358 shares 15,358 $1.67M 0.06% +2,114 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,652 shares; 2024Q4: 48,377 shares; 2025Q1: 45,929 shares; 2025Q2: 39,832 shares; 2025Q3: 46,850 shares 46,850 $1.66M 0.06% +7,018 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,783 shares; 2024Q4: 10,411 shares; 2025Q1: 11,676 shares; 2025Q2: 12,960 shares; 2025Q3: 13,236 shares 13,236 $1.66M 0.06% +276 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,425 shares; 2024Q4: 31,149 shares; 2025Q1: 25,160 shares; 2025Q2: 22,798 shares; 2025Q3: 23,210 shares 23,210 $1.66M 0.06% +412 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,736 shares; 2024Q4: 15,985 shares; 2025Q1: 27,633 shares; 2025Q2: 15,863 shares; 2025Q3: 8,437 shares 8,437 $1.65M 0.06% -7,426 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,243 shares; 2024Q4: 43,812 shares; 2025Q1: 44,281 shares; 2025Q2: 14,209 shares; 2025Q3: 18,419 shares 18,419 $1.65M 0.06% +4,210 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,924 shares; 2024Q4: 7,422 shares; 2025Q1: 50,517 shares; 2025Q2: 44,067 shares; 2025Q3: 24,516 shares 24,516 $1.64M 0.06% -19,551 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,587 shares; 2024Q4: 10,494 shares; 2025Q1: 12,741 shares; 2025Q2: 3,587 shares; 2025Q3: 8,540 shares 8,540 $1.64M 0.06% +4,953 Timeline IRTC IRHYTHM HOLDINGS INC More: the full row for IRHYTHM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,175 shares; 2024Q4: 8,110 shares; 2025Q1: 8,390 shares; 2025Q2: 8,946 shares; 2025Q3: 9,517 shares 9,517 $1.64M 0.06% +571 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,286 shares; 2024Q4: 8,083 shares; 2025Q1: 17,263 shares; 2025Q2: 38,301 shares; 2025Q3: 17,137 shares 17,137 $1.63M 0.06% -21,164 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,955 shares; 2024Q4: 2,555 shares; 2025Q1: 4,540 shares; 2025Q2: 5,760 shares; 2025Q3: 5,724 shares 5,724 $1.62M 0.06% -36 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,350 shares; 2024Q4: 19,569 shares; 2025Q1: 20,955 shares; 2025Q2: 20,890 shares; 2025Q3: 20,680 shares 20,680 $1.61M 0.06% -210 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,544 shares; 2025Q1: 3,479 shares; 2025Q2: 17,843 shares; 2025Q3: 17,215 shares 17,215 $1.61M 0.06% -628 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 383 shares; 2025Q1: 493 shares; 2025Q2: 401 shares; 2025Q3: 374 shares 374 $1.61M 0.06% -27 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,099 shares; 2024Q4: 4,739 shares; 2025Q1: 7,453 shares; 2025Q2: 6,868 shares; 2025Q3: 6,129 shares 6,129 $1.6M 0.06% -739 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,414 shares; 2025Q3: 8,048 shares 8,048 $1.58M 0.06% +6,634 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,605 shares; 2025Q1: 2,050 shares; 2025Q2: 1,353 shares; 2025Q3: 1,345 shares 1,345 $1.57M 0.06% -8 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,940 shares; 2025Q1: 5,940 shares; 2025Q2: 34,720 shares; 2025Q3: 33,242 shares 33,242 $1.54M 0.05% -1,478 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,994 shares; 2024Q4: 12,558 shares; 2025Q1: 11,513 shares; 2025Q2: 14,518 shares; 2025Q3: 13,567 shares 13,567 $1.51M 0.05% -951 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,925 shares; 2024Q4: 21,235 shares; 2025Q1: 37,740 shares; 2025Q2: 35,145 shares; 2025Q3: 19,260 shares 19,260 $1.5M 0.05% -15,885 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,951 shares; 2024Q4: 7,614 shares; 2025Q1: 12,166 shares; 2025Q2: 5,358 shares; 2025Q3: 31,729 shares 31,729 $1.5M 0.05% +26,371 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,232 shares; 2024Q4: 5,598 shares; 2025Q1: 12,441 shares; 2025Q2: 2,025 shares; 2025Q3: 5,615 shares 5,615 $1.46M 0.05% +3,590 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,813 shares; 2025Q2: 13,657 shares; 2025Q3: 17,197 shares 17,197 $1.45M 0.05% +3,540 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368 shares; 2025Q3: 2,287 shares 2,287 $1.44M 0.05% +1,919 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,693 shares; 2024Q4: 9,317 shares; 2025Q1: 10,265 shares; 2025Q2: 9,679 shares; 2025Q3: 10,983 shares 10,983 $1.44M 0.05% +1,304 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,537 shares; 2025Q2: not reported; 2025Q3: 42,769 shares 42,769 $1.43M 0.05% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,426 shares; 2024Q4: 13,450 shares; 2025Q1: 36,138 shares; 2025Q2: 34,218 shares; 2025Q3: 15,775 shares 15,775 $1.43M 0.05% -18,443 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,824 shares; 2025Q1: 5,897 shares; 2025Q2: 4,682 shares; 2025Q3: 20,516 shares 20,516 $1.43M 0.05% +15,834 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,823 shares; 2024Q4: 20,068 shares; 2025Q1: 16,941 shares; 2025Q2: 17,096 shares; 2025Q3: 16,700 shares 16,700 $1.41M 0.05% -396 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 749 shares; 2025Q1: 1,430 shares; 2025Q2: 1,489 shares; 2025Q3: 2,019 shares 2,019 $1.41M 0.05% +530 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 5,813 shares; 2025Q1: 5,801 shares; 2025Q2: 7,310 shares; 2025Q3: 10,623 shares 10,623 $1.4M 0.05% +3,313 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,445 shares; 2024Q4: 13,531 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,048 shares 81,048 $1.4M 0.05% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,569 shares; 2024Q4: 17,612 shares; 2025Q1: 25,866 shares; 2025Q2: 26,245 shares; 2025Q3: 26,291 shares 26,291 $1.4M 0.05% +46 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,448 shares; 2025Q2: 1,401 shares; 2025Q3: 5,115 shares 5,115 $1.4M 0.05% +3,714 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,210 shares; 2024Q4: 12,606 shares; 2025Q1: 15,346 shares; 2025Q2: 13,642 shares; 2025Q3: 19,492 shares 19,492 $1.38M 0.05% +5,850 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,002 shares; 2025Q1: 1,536 shares; 2025Q2: 1,678 shares; 2025Q3: 2,804 shares 2,804 $1.38M 0.05% +1,126 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,110 shares; 2025Q2: 12,021 shares; 2025Q3: 6,338 shares 6,338 $1.38M 0.05% -5,683 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,670 shares; 2024Q4: 19,073 shares; 2025Q1: 23,072 shares; 2025Q2: 21,441 shares; 2025Q3: 21,125 shares 21,125 $1.38M 0.05% -316 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,517 shares; 2024Q4: 5,710 shares; 2025Q1: 6,800 shares; 2025Q2: 6,376 shares; 2025Q3: 8,076 shares 8,076 $1.38M 0.05% +1,700 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,140 shares; 2024Q4: 4,915 shares; 2025Q1: 4,242 shares; 2025Q2: 3,970 shares; 2025Q3: 6,548 shares 6,548 $1.37M 0.05% +2,578 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,592 shares; 2025Q3: 26,054 shares 26,054 $1.37M 0.05% -1,538 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,328 shares; 2024Q4: 5,870 shares; 2025Q1: 8,369 shares; 2025Q2: 8,161 shares; 2025Q3: 13,459 shares 13,459 $1.36M 0.05% +5,298 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 1,642 shares; 2025Q1: 1,862 shares; 2025Q2: not reported; 2025Q3: 10,717 shares 10,717 $1.35M 0.05% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,534 shares; 2025Q2: 9,004 shares; 2025Q3: 10,701 shares 10,701 $1.35M 0.05% +1,697 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 3,448 shares; 2025Q1: 4,106 shares; 2025Q2: 4,341 shares; 2025Q3: 5,568 shares 5,568 $1.34M 0.05% +1,227 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,155 shares; 2024Q4: 9,987 shares; 2025Q1: 7,410 shares; 2025Q2: 9,067 shares; 2025Q3: 8,788 shares 8,788 $1.34M 0.05% -279 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,874 shares; 2024Q4: 1,980 shares; 2025Q1: 21,687 shares; 2025Q2: 16,199 shares; 2025Q3: 9,238 shares 9,238 $1.32M 0.05% -6,961 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,133 shares; 2024Q4: 4,134 shares; 2025Q1: 3,831 shares; 2025Q2: 10,634 shares; 2025Q3: 16,394 shares 16,394 $1.31M 0.05% +5,760 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,056 shares; 2024Q4: 12,632 shares; 2025Q1: 7,056 shares; 2025Q2: 8,016 shares; 2025Q3: 6,517 shares 6,517 $1.31M 0.05% -1,499 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,205 shares; 2024Q4: 4,830 shares; 2025Q1: 5,425 shares; 2025Q2: 4,771 shares; 2025Q3: 4,598 shares 4,598 $1.3M 0.05% -173 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: 2,315 shares; 2025Q1: 9,475 shares; 2025Q2: 9,420 shares; 2025Q3: 5,973 shares 5,973 $1.29M 0.05% -3,447 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,066 shares; 2025Q2: 16,065 shares; 2025Q3: 16,515 shares 16,515 $1.27M 0.04% +450 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,321 shares; 2024Q4: 15,476 shares; 2025Q1: 21,448 shares; 2025Q2: 3,058 shares; 2025Q3: 10,315 shares 10,315 $1.26M 0.04% +7,257 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,827 shares 8,827 $1.26M 0.04% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,918 shares; 2024Q4: 20,578 shares; 2025Q1: 22,012 shares; 2025Q2: 21,317 shares; 2025Q3: 26,936 shares 26,936 $1.23M 0.04% +5,619 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,280 shares; 2024Q4: 21,814 shares; 2025Q1: 12,353 shares; 2025Q2: 17,130 shares; 2025Q3: 26,388 shares 26,388 $1.22M 0.04% +9,258 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,607 shares; 2024Q4: 4,083 shares; 2025Q1: 9,707 shares; 2025Q2: 10,347 shares; 2025Q3: 12,877 shares 12,877 $1.22M 0.04% +2,530 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,008 shares; 2024Q4: 12,917 shares; 2025Q1: 13,574 shares; 2025Q2: 13,677 shares; 2025Q3: 8,568 shares 8,568 $1.21M 0.04% -5,109 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,495 shares; 2025Q1: 2,680 shares; 2025Q2: 1,584 shares; 2025Q3: 8,564 shares 8,564 $1.21M 0.04% +6,980 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,054 shares; 2024Q4: 8,272 shares; 2025Q1: 7,409 shares; 2025Q2: 12,674 shares; 2025Q3: 16,163 shares 16,163 $1.19M 0.04% +3,489 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,674 shares; 2024Q4: 19,063 shares; 2025Q1: 55,918 shares; 2025Q2: 21,150 shares; 2025Q3: 24,261 shares 24,261 $1.16M 0.04% +3,111 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 2,222 shares; 2025Q1: 3,160 shares; 2025Q2: 5,467 shares; 2025Q3: 6,088 shares 6,088 $1.15M 0.04% +621 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,386 shares; 2025Q3: 20,798 shares 20,798 $1.15M 0.04% +16,412 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,296 shares 5,296 $1.15M 0.04% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,308 shares 11,308 $1.15M 0.04% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,437 shares; 2024Q4: 9,500 shares; 2025Q1: 12,291 shares; 2025Q2: 11,587 shares; 2025Q3: 11,033 shares 11,033 $1.14M 0.04% -554 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,014 shares; 2024Q4: 20,865 shares; 2025Q1: 49,106 shares; 2025Q2: 46,015 shares; 2025Q3: 13,354 shares 13,354 $1.13M 0.04% -32,661 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,849 shares; 2025Q1: 6,655 shares; 2025Q2: 7,737 shares; 2025Q3: 8,399 shares 8,399 $1.13M 0.04% +662 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,325 shares; 2024Q4: 38,736 shares; 2025Q1: 31,975 shares; 2025Q2: 33,622 shares; 2025Q3: 40,468 shares 40,468 $1.13M 0.04% +6,846 BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,865 shares; 2024Q4: 36,562 shares; 2025Q1: 34,089 shares; 2025Q2: 32,948 shares; 2025Q3: 15,809 shares 15,809 $1.12M 0.04% -17,139 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: 1,625 shares; 2025Q1: 2,979 shares; 2025Q2: 2,740 shares; 2025Q3: 2,423 shares 2,423 $1.11M 0.04% -317 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,895 shares; 2024Q4: 11,256 shares; 2025Q1: 8,235 shares; 2025Q2: 7,170 shares; 2025Q3: 7,598 shares 7,598 $1.11M 0.04% +428 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,246 shares 13,246 $1.09M 0.04% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,156 shares; 2024Q4: 6,258 shares; 2025Q1: 6,759 shares; 2025Q2: 5,267 shares; 2025Q3: 3,376 shares 3,376 $1.09M 0.04% -1,891 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,847 shares; 2024Q4: 23,359 shares; 2025Q1: 33,150 shares; 2025Q2: 31,509 shares; 2025Q3: 12,153 shares 12,153 $1.06M 0.04% -19,356 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,623 shares; 2025Q2: 11,292 shares; 2025Q3: 16,828 shares 16,828 $1.06M 0.04% +5,536 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,498 shares; 2024Q4: 7,680 shares; 2025Q1: 7,613 shares; 2025Q2: 5,746 shares; 2025Q3: 4,617 shares 4,617 $1.05M 0.04% -1,129 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,938 shares; 2025Q2: 7,089 shares; 2025Q3: 7,209 shares 7,209 $1.05M 0.04% +120 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,687 shares; 2024Q4: 12,147 shares; 2025Q1: 12,651 shares; 2025Q2: 12,629 shares; 2025Q3: 7,526 shares 7,526 $1.05M 0.04% -5,103 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,840 shares; 2024Q4: 10,802 shares; 2025Q1: 8,226 shares; 2025Q2: 5,961 shares; 2025Q3: 13,847 shares 13,847 $1.05M 0.04% +7,886 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,843 shares; 2024Q4: 5,109 shares; 2025Q1: 5,626 shares; 2025Q2: 5,044 shares; 2025Q3: 4,832 shares 4,832 $1.04M 0.04% -212 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,534 shares; 2024Q4: 27,294 shares; 2025Q1: 32,688 shares; 2025Q2: 29,286 shares; 2025Q3: 32,706 shares 32,706 $1.03M 0.04% +3,420 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,157 shares; 2025Q2: 30,424 shares; 2025Q3: 28,865 shares 28,865 $1.02M 0.04% -1,559 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,747 shares; 2024Q4: 14,024 shares; 2025Q1: 19,100 shares; 2025Q2: 22,466 shares; 2025Q3: 21,416 shares 21,416 $1.02M 0.04% -1,050 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,409 shares; 2025Q2: 7,819 shares; 2025Q3: 9,019 shares 9,019 $1.02M 0.04% +1,200 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,356 shares; 2024Q4: 1,409 shares; 2025Q1: 4,175 shares; 2025Q2: 3,922 shares; 2025Q3: 3,781 shares 3,781 $1.01M 0.04% -141 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,585 shares; 2024Q4: 132,039 shares; 2025Q1: 292,623 shares; 2025Q2: 25,191 shares; 2025Q3: 14,787 shares 14,787 $998K 0.04% -10,404 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 383 shares; 2025Q2: 437 shares; 2025Q3: 1,273 shares 1,273 $997K 0.04% +836 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,831 shares; 2024Q4: 1,466 shares; 2025Q1: 1,071 shares; 2025Q2: 1,030 shares; 2025Q3: 3,263 shares 3,263 $996K 0.04% +2,233 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,251 shares; 2024Q4: 8,500 shares; 2025Q1: 9,665 shares; 2025Q2: 10,503 shares; 2025Q3: 11,753 shares 11,753 $992K 0.04% +1,250 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,993 shares 10,993 $986K 0.03% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 7,519 shares; 2025Q1: 7,302 shares; 2025Q2: 7,302 shares; 2025Q3: 7,397 shares 7,397 $971K 0.03% +95 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,541 shares; 2024Q4: 7,134 shares; 2025Q1: 15,718 shares; 2025Q2: 24,568 shares; 2025Q3: 21,758 shares 21,758 $949K 0.03% -2,810 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,072 shares; 2024Q4: 20,342 shares; 2025Q1: 34,941 shares; 2025Q2: 29,210 shares; 2025Q3: 27,599 shares 27,599 $949K 0.03% -1,611 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,975 shares; 2025Q2: 2,038 shares; 2025Q3: 2,929 shares 2,929 $948K 0.03% +891 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,816 shares; 2024Q4: 9,148 shares; 2025Q1: 8,232 shares; 2025Q2: 3,005 shares; 2025Q3: 3,696 shares 3,696 $948K 0.03% +691 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,176 shares; 2024Q4: 3,827 shares; 2025Q1: 5,341 shares; 2025Q2: 5,248 shares; 2025Q3: 6,055 shares 6,055 $940K 0.03% +807 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,099 shares; 2024Q4: 7,468 shares; 2025Q1: 6,085 shares; 2025Q2: 8,070 shares; 2025Q3: 7,937 shares 7,937 $940K 0.03% -133 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,933 shares; 2025Q2: 14,650 shares; 2025Q3: 15,710 shares 15,710 $938K 0.03% +1,060 TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,550 shares; 2024Q4: 19,380 shares; 2025Q1: 21,004 shares; 2025Q2: 23,030 shares; 2025Q3: 25,588 shares 25,588 $934K 0.03% +2,558 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,612 shares; 2024Q4: 5,638 shares; 2025Q1: 8,389 shares; 2025Q2: 8,093 shares; 2025Q3: 7,743 shares 7,743 $928K 0.03% -350 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,430 shares; 2025Q1: 3,101 shares; 2025Q2: 3,392 shares; 2025Q3: 4,317 shares 4,317 $923K 0.03% +925 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,189 shares; 2024Q4: 6,612 shares; 2025Q1: 7,472 shares; 2025Q2: 8,224 shares; 2025Q3: 1,946 shares 1,946 $909K 0.03% -6,278 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,412 shares; 2025Q1: 1,566 shares; 2025Q2: 1,472 shares; 2025Q3: 1,512 shares 1,512 $908K 0.03% +40 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,069 shares; 2025Q2: 50,885 shares; 2025Q3: 30,928 shares 30,928 $905K 0.03% -19,957 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,147 shares; 2024Q4: 6,745 shares; 2025Q1: 6,475 shares; 2025Q2: 3,807 shares; 2025Q3: 4,742 shares 4,742 $903K 0.03% +935 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,743 shares; 2024Q4: 14,385 shares; 2025Q1: 32,411 shares; 2025Q2: 31,436 shares; 2025Q3: 31,125 shares 31,125 $900K 0.03% -311 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,376 shares; 2025Q2: 6,275 shares; 2025Q3: 5,918 shares 5,918 $880K 0.03% -357 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,440 shares; 2024Q4: 23,152 shares; 2025Q1: 19,778 shares; 2025Q2: 15,919 shares; 2025Q3: 16,320 shares 16,320 $879K 0.03% +401 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 1,417 shares; 2025Q1: 2,422 shares; 2025Q2: 2,235 shares; 2025Q3: 2,068 shares 2,068 $873K 0.03% -167 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 2,665 shares; 2025Q1: 2,897 shares; 2025Q2: 3,092 shares; 2025Q3: 4,021 shares 4,021 $873K 0.03% +929 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,320 shares; 2024Q4: 5,331 shares; 2025Q1: 5,029 shares; 2025Q2: 7,952 shares; 2025Q3: 12,946 shares 12,946 $871K 0.03% +4,994 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,047 shares; 2024Q4: 45,111 shares; 2025Q1: 51,985 shares; 2025Q2: 35,589 shares; 2025Q3: 31,952 shares 31,952 $870K 0.03% -3,637 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,379 shares; 2025Q1: 18,622 shares; 2025Q2: 14,922 shares; 2025Q3: 33,398 shares 33,398 $870K 0.03% +18,476 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,188 shares; 2025Q1: 1,398 shares; 2025Q2: 1,867 shares; 2025Q3: 2,473 shares 2,473 $869K 0.03% +606 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,838 shares; 2024Q4: 10,908 shares; 2025Q1: 11,506 shares; 2025Q2: 10,926 shares; 2025Q3: 10,342 shares 10,342 $857K 0.03% -584 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,368 shares; 2025Q1: 6,654 shares; 2025Q2: 5,791 shares; 2025Q3: 7,687 shares 7,687 $855K 0.03% +1,896 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,424 shares; 2025Q2: 13,872 shares; 2025Q3: 12,032 shares 12,032 $854K 0.03% -1,840 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,982 shares; 2024Q4: 3,972 shares; 2025Q1: 4,109 shares; 2025Q2: 6,600 shares; 2025Q3: 5,434 shares 5,434 $853K 0.03% -1,166 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,731 shares; 2024Q4: 7,820 shares; 2025Q1: 16,662 shares; 2025Q2: 16,904 shares; 2025Q3: 17,392 shares 17,392 $835K 0.03% +488 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 5,652 shares; 2025Q1: 1,803 shares; 2025Q2: 3,037 shares; 2025Q3: 2,841 shares 2,841 $819K 0.03% -196 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,573 shares; 2024Q4: 8,545 shares; 2025Q1: 13,060 shares; 2025Q2: 21,654 shares; 2025Q3: 17,514 shares 17,514 $818K 0.03% -4,140 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,808 shares; 2025Q2: 2,817 shares; 2025Q3: 2,149 shares 2,149 $814K 0.03% -668 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,365 shares; 2024Q4: 3,246 shares; 2025Q1: 3,537 shares; 2025Q2: 3,114 shares; 2025Q3: 3,295 shares 3,295 $808K 0.03% +181 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,227 shares; 2025Q1: 9,820 shares; 2025Q2: 7,623 shares; 2025Q3: 11,327 shares 11,327 $793K 0.03% +3,704 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,810 shares; 2025Q2: 5,977 shares; 2025Q3: 8,170 shares 8,170 $788K 0.03% +2,193 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,156 shares; 2024Q4: 10,818 shares; 2025Q1: 14,220 shares; 2025Q2: 14,369 shares; 2025Q3: 13,625 shares 13,625 $776K 0.03% -744 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,621 shares; 2024Q4: 15,985 shares; 2025Q1: 29,130 shares; 2025Q2: 31,998 shares; 2025Q3: 32,737 shares 32,737 $771K 0.03% +739 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,246 shares; 2025Q2: 17,246 shares; 2025Q3: 17,246 shares 17,246 $768K 0.03% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,262 shares; 2025Q1: 4,145 shares; 2025Q2: 4,166 shares; 2025Q3: 4,861 shares 4,861 $766K 0.03% +695 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,670 shares; 2025Q1: 5,041 shares; 2025Q2: 5,637 shares; 2025Q3: 5,191 shares 5,191 $765K 0.03% -446 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: 837 shares; 2025Q1: 736 shares; 2025Q2: 591 shares; 2025Q3: 511 shares 511 $765K 0.03% -80 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,940 shares; 2024Q4: 7,224 shares; 2025Q1: 6,860 shares; 2025Q2: 6,476 shares; 2025Q3: 9,042 shares 9,042 $761K 0.03% +2,566 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,795 shares; 2025Q3: 7,435 shares 7,435 $758K 0.03% +640 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,282 shares; 2024Q4: 8,265 shares; 2025Q1: 10,438 shares; 2025Q2: 10,317 shares; 2025Q3: 9,650 shares 9,650 $758K 0.03% -667 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,566 shares; 2024Q4: 6,659 shares; 2025Q1: 6,346 shares; 2025Q2: 7,640 shares; 2025Q3: 5,425 shares 5,425 $755K 0.03% -2,215 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,950 shares; 2024Q4: 8,689 shares; 2025Q1: 9,365 shares; 2025Q2: 10,264 shares; 2025Q3: 11,208 shares 11,208 $754K 0.03% +944 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 2,581 shares; 2025Q1: 3,568 shares; 2025Q2: 3,744 shares; 2025Q3: 2,993 shares 2,993 $753K 0.03% -751 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,246 shares; 2024Q4: 1,997 shares; 2025Q1: 2,505 shares; 2025Q2: 2,462 shares; 2025Q3: 2,886 shares 2,886 $752K 0.03% +424 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,646 shares; 2024Q4: 5,143 shares; 2025Q1: 8,305 shares; 2025Q2: 5,947 shares; 2025Q3: 6,958 shares 6,958 $748K 0.03% +1,011 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 1,853 shares; 2025Q1: 4,612 shares; 2025Q2: 4,143 shares; 2025Q3: 4,853 shares 4,853 $738K 0.03% +710 Timeline PZA 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,781 shares 31,781 $734K 0.03% new Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,329 shares; 2025Q1: 27,380 shares; 2025Q2: 15,460 shares; 2025Q3: 25,541 shares 25,541 $732K 0.03% +10,081 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,420 shares 5,420 $730K 0.03% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,815 shares; 2025Q2: 5,844 shares; 2025Q3: 7,261 shares 7,261 $730K 0.03% +1,417 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,555 shares; 2024Q4: 14,925 shares; 2025Q1: 13,631 shares; 2025Q2: 12,988 shares; 2025Q3: 12,737 shares 12,737 $728K 0.03% -251 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,214 shares; 2025Q2: 8,623 shares; 2025Q3: 10,344 shares 10,344 $727K 0.03% +1,721 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 933 shares; 2025Q1: 903 shares; 2025Q2: 763 shares; 2025Q3: 1,116 shares 1,116 $725K 0.03% +353 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,885 shares; 2025Q2: 49,004 shares; 2025Q3: 41,510 shares 41,510 $723K 0.03% -7,494 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,089 shares; 2024Q4: 15,879 shares; 2025Q1: 6,836 shares; 2025Q2: 5,994 shares; 2025Q3: 6,084 shares 6,084 $721K 0.03% +90 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,923 shares; 2024Q4: 26,734 shares; 2025Q1: 23,501 shares; 2025Q2: 28,435 shares; 2025Q3: 29,289 shares 29,289 $719K 0.03% +854 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 587 shares; 2024Q4: 693 shares; 2025Q1: 1,735 shares; 2025Q2: 1,879 shares; 2025Q3: 1,506 shares 1,506 $718K 0.03% -373 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,198 shares; 2025Q2: 24,978 shares; 2025Q3: 24,372 shares 24,372 $715K 0.03% -606 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,913 shares; 2024Q4: 15,787 shares; 2025Q1: 11,690 shares; 2025Q2: 14,175 shares; 2025Q3: 16,555 shares 16,555 $713K 0.03% +2,380 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,296 shares; 2024Q4: 7,685 shares; 2025Q1: 10,587 shares; 2025Q2: 10,202 shares; 2025Q3: 9,798 shares 9,798 $711K 0.03% -404 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,675 shares; 2024Q4: 42,535 shares; 2025Q1: 41,253 shares; 2025Q2: 34,651 shares; 2025Q3: 34,651 shares 34,651 $707K 0.03% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,242 shares; 2024Q4: 44,469 shares; 2025Q1: 53,190 shares; 2025Q2: 53,506 shares; 2025Q3: 15,656 shares 15,656 $706K 0.02% -37,850 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 946 shares; 2025Q2: 2,276 shares; 2025Q3: 2,499 shares 2,499 $699K 0.02% +223 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,112 shares; 2025Q2: 45,168 shares; 2025Q3: 12,180 shares 12,180 $698K 0.02% -32,988 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,488 shares; 2025Q2: 11,144 shares; 2025Q3: 10,604 shares 10,604 $694K 0.02% -540 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,192 shares; 2024Q4: 28,441 shares; 2025Q1: 28,911 shares; 2025Q2: 43,374 shares; 2025Q3: 25,994 shares 25,994 $685K 0.02% -17,380 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,595 shares; 2024Q4: 20,236 shares; 2025Q1: 21,454 shares; 2025Q2: 21,369 shares; 2025Q3: 24,761 shares 24,761 $676K 0.02% +3,392 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 4,778 shares; 2025Q1: 4,647 shares; 2025Q2: 4,647 shares; 2025Q3: 4,647 shares 4,647 $671K 0.02% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,001 shares; 2024Q4: 22,080 shares; 2025Q1: 34,333 shares; 2025Q2: 37,912 shares; 2025Q3: 34,536 shares 34,536 $665K 0.02% -3,376 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,184 shares; 2025Q2: 3,304 shares; 2025Q3: 3,715 shares 3,715 $664K 0.02% +411 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,942 shares; 2024Q4: 15,981 shares; 2025Q1: 16,901 shares; 2025Q2: 16,511 shares; 2025Q3: 13,126 shares 13,126 $664K 0.02% -3,385 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,733 shares; 2024Q4: 4,395 shares; 2025Q1: 6,588 shares; 2025Q2: 6,480 shares; 2025Q3: 12,249 shares 12,249 $663K 0.02% +5,769 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,190 shares; 2024Q4: 20,177 shares; 2025Q1: 59,968 shares; 2025Q2: 61,364 shares; 2025Q3: 60,706 shares 60,706 $659K 0.02% -658 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,625 shares; 2024Q4: not reported; 2025Q1: 25,016 shares; 2025Q2: 22,897 shares; 2025Q3: 20,139 shares 20,139 $657K 0.02% -2,758 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,285 shares; 2024Q4: 6,507 shares; 2025Q1: 4,959 shares; 2025Q2: 2,465 shares; 2025Q3: 3,826 shares 3,826 $653K 0.02% +1,361 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,811 shares 25,811 $653K 0.02% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,198 shares 4,198 $647K 0.02% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: not reported; 2025Q1: 9,073 shares; 2025Q2: 8,454 shares; 2025Q3: 8,308 shares 8,308 $637K 0.02% -146 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,693 shares; 2024Q4: 8,552 shares; 2025Q1: 1,547 shares; 2025Q2: 5,951 shares; 2025Q3: 3,390 shares 3,390 $634K 0.02% -2,561 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,286 shares; 2025Q3: 4,433 shares 4,433 $630K 0.02% +1,147 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,924 shares; 2024Q4: 2,700 shares; 2025Q1: 2,733 shares; 2025Q2: 2,747 shares; 2025Q3: 2,292 shares 2,292 $627K 0.02% -455 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,508 shares; 2024Q4: 10,613 shares; 2025Q1: 15,233 shares; 2025Q2: 15,251 shares; 2025Q3: 15,300 shares 15,300 $627K 0.02% +49 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,156 shares; 2025Q2: 3,903 shares; 2025Q3: 3,527 shares 3,527 $624K 0.02% -376 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,270 shares; 2025Q1: 2,335 shares; 2025Q2: 2,242 shares; 2025Q3: 1,535 shares 1,535 $621K 0.02% -707 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: not reported; 2025Q1: 2,577 shares; 2025Q2: 2,027 shares; 2025Q3: 2,814 shares 2,814 $618K 0.02% +787 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 3,722 shares; 2025Q1: 3,268 shares; 2025Q2: 2,724 shares; 2025Q3: 2,501 shares 2,501 $616K 0.02% -223 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,691 shares 8,691 $616K 0.02% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,554 shares; 2025Q2: 56,691 shares; 2025Q3: 58,489 shares 58,489 $613K 0.02% +1,798 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,054 shares; 2025Q1: 10,465 shares; 2025Q2: 9,241 shares; 2025Q3: 7,237 shares 7,237 $607K 0.02% -2,004 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,260 shares; 2024Q4: 6,962 shares; 2025Q1: 19,784 shares; 2025Q2: 15,311 shares; 2025Q3: 17,262 shares 17,262 $605K 0.02% +1,951 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,604 shares; 2025Q3: 7,266 shares 7,266 $598K 0.02% +3,662 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,397 shares; 2024Q4: 15,061 shares; 2025Q1: 14,552 shares; 2025Q2: 14,214 shares; 2025Q3: 15,484 shares 15,484 $597K 0.02% +1,270 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,477 shares; 2025Q2: 3,914 shares; 2025Q3: 8,181 shares 8,181 $597K 0.02% +4,267 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,014 shares; 2025Q1: 2,014 shares; 2025Q2: 2,014 shares; 2025Q3: 2,014 shares 2,014 $597K 0.02% 0 Timeline WLFC WILLIS LEASE FIN CORP More: the full row for WILLIS LEASE FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,290 shares 4,290 $588K 0.02% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,821 shares; 2025Q2: 25,655 shares; 2025Q3: 23,635 shares 23,635 $587K 0.02% -2,020 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,625 shares; 2024Q4: 16,063 shares; 2025Q1: 17,808 shares; 2025Q2: 17,295 shares; 2025Q3: 14,854 shares 14,854 $587K 0.02% -2,441 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,561 shares; 2025Q3: 9,590 shares 9,590 $586K 0.02% -971 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,269 shares; 2025Q2: 21,900 shares; 2025Q3: 19,369 shares 19,369 $586K 0.02% -2,531 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 713 shares; 2025Q1: 735 shares; 2025Q2: 824 shares; 2025Q3: 1,069 shares 1,069 $580K 0.02% +245 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,082 shares; 2025Q2: 1,890 shares; 2025Q3: 1,799 shares 1,799 $571K 0.02% -91 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,212 shares; 2024Q4: 14,070 shares; 2025Q1: 12,167 shares; 2025Q2: 11,930 shares; 2025Q3: 12,501 shares 12,501 $570K 0.02% +571 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,819 shares; 2024Q4: 3,016 shares; 2025Q1: 2,330 shares; 2025Q2: 2,218 shares; 2025Q3: 2,366 shares 2,366 $567K 0.02% +148 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,477 shares; 2025Q2: 3,363 shares; 2025Q3: 1,083 shares 1,083 $567K 0.02% -2,280 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,876 shares; 2024Q4: 7,010 shares; 2025Q1: 6,195 shares; 2025Q2: 5,475 shares; 2025Q3: 12,046 shares 12,046 $566K 0.02% +6,571 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,617 shares; 2024Q4: 16,020 shares; 2025Q1: 17,117 shares; 2025Q2: 16,387 shares; 2025Q3: 13,427 shares 13,427 $564K 0.02% -2,960 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 667 shares; 2025Q1: 718 shares; 2025Q2: 874 shares; 2025Q3: 1,344 shares 1,344 $563K 0.02% +470 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 4,842 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,735 shares 16,735 $563K 0.02% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,714 shares; 2025Q3: 3,948 shares 3,948 $553K 0.02% +1,234 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,281 shares; 2025Q3: 3,966 shares 3,966 $549K 0.02% -315 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,433 shares; 2025Q2: 17,762 shares; 2025Q3: 15,770 shares 15,770 $548K 0.02% -1,992 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,417 shares; 2025Q3: 15,946 shares 15,946 $548K 0.02% -2,471 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,946 shares 10,946 $545K 0.02% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,379 shares; 2025Q2: 1,483 shares; 2025Q3: 1,650 shares 1,650 $543K 0.02% +167 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,917 shares; 2024Q4: 14,876 shares; 2025Q1: 14,405 shares; 2025Q2: 15,052 shares; 2025Q3: 17,277 shares 17,277 $542K 0.02% +2,225 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 5,654 shares; 2025Q1: 5,660 shares; 2025Q2: 7,438 shares; 2025Q3: 6,852 shares 6,852 $537K 0.02% -586 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 4,544 shares; 2025Q1: 6,518 shares; 2025Q2: 8,643 shares; 2025Q3: 8,000 shares 8,000 $536K 0.02% -643 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,088 shares; 2024Q4: 12,812 shares; 2025Q1: 12,702 shares; 2025Q2: 5,941 shares; 2025Q3: 6,098 shares 6,098 $536K 0.02% +157 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 2,611 shares; 2025Q1: 4,769 shares; 2025Q2: 4,316 shares; 2025Q3: 5,137 shares 5,137 $533K 0.02% +821 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,498 shares; 2025Q1: 14,903 shares; 2025Q2: 11,409 shares; 2025Q3: 9,940 shares 9,940 $531K 0.02% -1,469 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,190 shares 17,190 $529K 0.02% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: not reported; 2025Q1: 1,825 shares; 2025Q2: 2,557 shares; 2025Q3: 3,112 shares 3,112 $527K 0.02% +555 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,877 shares; 2025Q3: 5,743 shares 5,743 $527K 0.02% -134 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,979 shares; 2024Q4: 48,610 shares; 2025Q1: 41,918 shares; 2025Q2: 39,405 shares; 2025Q3: 6,661 shares 6,661 $526K 0.02% -32,744 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,601 shares; 2024Q4: 17,533 shares; 2025Q1: 15,991 shares; 2025Q2: 13,895 shares; 2025Q3: 13,012 shares 13,012 $523K 0.02% -883 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,661 shares; 2025Q3: 3,650 shares 3,650 $523K 0.02% -11 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,155 shares; 2024Q4: 20,314 shares; 2025Q1: 26,532 shares; 2025Q2: 15,670 shares; 2025Q3: 9,417 shares 9,417 $523K 0.02% -6,253 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,073 shares; 2024Q4: 3,374 shares; 2025Q1: 4,646 shares; 2025Q2: 4,311 shares; 2025Q3: 4,147 shares 4,147 $522K 0.02% -164 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,339 shares; 2025Q2: 6,740 shares; 2025Q3: 6,900 shares 6,900 $520K 0.02% +160 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,418 shares; 2024Q4: 22,551 shares; 2025Q1: 16,992 shares; 2025Q2: 6,095 shares; 2025Q3: 5,553 shares 5,553 $509K 0.02% -542 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,615 shares; 2025Q2: 11,450 shares; 2025Q3: 8,450 shares 8,450 $504K 0.02% -3,000 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,962 shares; 2025Q2: 2,472 shares; 2025Q3: 5,563 shares 5,563 $499K 0.02% +3,091 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,245 shares; 2025Q2: 4,549 shares; 2025Q3: 4,532 shares 4,532 $498K 0.02% -17 Timeline