GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760,124 shares; 2024Q4: 736,632 shares; 2025Q1: 748,336 shares; 2025Q2: 743,178 shares; 2025Q3: 698,092 shares; 2025Q4: 687,596 shares 687,596 $215M 5.51% -10,496 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,258 shares; 2024Q4: 409,373 shares; 2025Q1: 439,103 shares; 2025Q2: 434,241 shares; 2025Q3: 438,636 shares; 2025Q4: 436,244 shares 436,244 $211M 5.4% -2,392 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,019,538 shares; 2024Q4: 970,788 shares; 2025Q1: 978,101 shares; 2025Q2: 986,635 shares; 2025Q3: 978,486 shares; 2025Q4: 977,591 shares 977,591 $182M 4.67% -895 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661,683 shares; 2024Q4: 636,272 shares; 2025Q1: 629,323 shares; 2025Q2: 606,664 shares; 2025Q3: 593,731 shares; 2025Q4: 580,600 shares 580,600 $158M 4.04% -13,131 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525,380 shares; 2024Q4: 511,376 shares; 2025Q1: 507,891 shares; 2025Q2: 506,079 shares; 2025Q3: 558,140 shares; 2025Q4: 581,327 shares 581,327 $134M 3.44% +23,187 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 832,470 shares; 2025Q1: 963,390 shares; 2025Q2: 968,302 shares; 2025Q3: 836,296 shares; 2025Q4: 774,930 shares 774,930 $133M 3.4% -61,366 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,886 shares; 2024Q4: 384,909 shares; 2025Q1: 400,489 shares; 2025Q2: 395,656 shares; 2025Q3: 395,131 shares; 2025Q4: 393,395 shares 393,395 $127M 3.25% -1,736 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537,335 shares; 2024Q4: 530,507 shares; 2025Q1: 543,970 shares; 2025Q2: 549,762 shares; 2025Q3: 562,807 shares; 2025Q4: 570,173 shares 570,173 $91.5M 2.34% +7,366 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,036 shares; 2024Q4: 141,515 shares; 2025Q1: 160,187 shares; 2025Q2: 172,994 shares; 2025Q3: 184,972 shares; 2025Q4: 234,703 shares 234,703 $68.1M 1.74% +49,731 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,696,266 shares; 2024Q4: 2,529,519 shares; 2025Q1: 2,523,619 shares; 2025Q2: 2,464,108 shares; 2025Q3: 2,448,716 shares; 2025Q4: 2,631,339 shares 2,631,339 $67.8M 1.74% +182,623 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,791 shares; 2024Q4: 343,886 shares; 2025Q1: 344,795 shares; 2025Q2: 348,360 shares; 2025Q3: 353,285 shares; 2025Q4: 359,025 shares 359,025 $65.8M 1.69% +5,740 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,759 shares; 2024Q4: 505,799 shares; 2025Q1: 523,473 shares; 2025Q2: 522,657 shares; 2025Q3: 534,551 shares; 2025Q4: 539,635 shares 539,635 $64.9M 1.66% +5,084 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,299 shares; 2024Q4: 51,403 shares; 2025Q1: 54,497 shares; 2025Q2: 55,366 shares; 2025Q3: 56,638 shares; 2025Q4: 58,036 shares 58,036 $62.4M 1.6% +1,398 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,795 shares; 2024Q4: 81,805 shares; 2025Q1: 73,051 shares; 2025Q2: 73,086 shares; 2025Q3: 78,237 shares; 2025Q4: 399,210 shares 399,210 $61.2M 1.57% +320,973 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,151 shares; 2024Q4: 14,151 shares; 2025Q1: 14,151 shares; 2025Q2: 246,764 shares; 2025Q3: 236,870 shares; 2025Q4: 234,478 shares 234,478 $56.8M 1.45% -2,392 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 681 shares; 2025Q1: not reported; 2025Q2: 90,803 shares; 2025Q3: 179,635 shares; 2025Q4: 212,311 shares 212,311 $56.2M 1.44% +32,676 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487,161 shares; 2024Q4: 479,291 shares; 2025Q1: 476,839 shares; 2025Q2: 482,724 shares; 2025Q3: 487,084 shares; 2025Q4: 504,122 shares 504,122 $50.4M 1.29% +17,038 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,583 shares; 2024Q4: 91,263 shares; 2025Q1: 90,397 shares; 2025Q2: 89,724 shares; 2025Q3: 89,567 shares; 2025Q4: 96,162 shares 96,162 $48.3M 1.24% +6,595 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 442,013 shares; 2025Q2: 489,437 shares; 2025Q3: 515,232 shares; 2025Q4: 570,226 shares 570,226 $46.6M 1.19% +54,994 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,937 shares; 2024Q4: 66,336 shares; 2025Q1: 67,270 shares; 2025Q2: 69,706 shares; 2025Q3: 75,861 shares; 2025Q4: 74,231 shares 74,231 $46.6M 1.19% -1,630 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,823 shares; 2024Q4: 77,740 shares; 2025Q1: 76,217 shares; 2025Q2: 75,810 shares; 2025Q3: 73,537 shares; 2025Q4: 70,054 shares 70,054 $46.2M 1.18% -3,483 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495,179 shares; 2024Q4: 457,523 shares; 2025Q1: 452,675 shares; 2025Q2: 450,644 shares; 2025Q3: 455,680 shares; 2025Q4: 445,707 shares 445,707 $45M 1.15% -9,973 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,518 shares; 2024Q4: 63,528 shares; 2025Q1: 61,070 shares; 2025Q2: 61,042 shares; 2025Q3: 60,746 shares; 2025Q4: 60,199 shares 60,199 $41.1M 1.05% -547 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,277 shares; 2024Q4: 132,772 shares; 2025Q1: 170,422 shares; 2025Q2: 170,778 shares; 2025Q3: 170,958 shares; 2025Q4: 176,163 shares 176,163 $39.7M 1.02% +5,205 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,626 shares; 2024Q4: 149,825 shares; 2025Q1: 150,020 shares; 2025Q2: 150,851 shares; 2025Q3: 151,562 shares; 2025Q4: 154,403 shares 154,403 $37.2M 0.95% +2,841 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 422,714 shares; 2024Q4: 423,251 shares; 2025Q1: 374,881 shares; 2025Q2: 372,060 shares; 2025Q3: 372,443 shares; 2025Q4: 373,832 shares 373,832 $35.6M 0.91% +1,389 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,864 shares; 2024Q4: 118,088 shares; 2025Q1: 116,441 shares; 2025Q2: 116,837 shares; 2025Q3: 119,259 shares; 2025Q4: 119,296 shares 119,296 $32.8M 0.84% +37 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,315 shares; 2024Q4: 59,336 shares; 2025Q1: 58,972 shares; 2025Q2: 57,170 shares; 2025Q3: 56,114 shares; 2025Q4: 56,316 shares 56,316 $32.1M 0.82% +202 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,898 shares; 2024Q4: 244,221 shares; 2025Q1: 239,910 shares; 2025Q2: 233,706 shares; 2025Q3: 231,309 shares; 2025Q4: 223,550 shares 223,550 $32M 0.82% -7,759 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,411 shares; 2024Q4: 107,433 shares; 2025Q1: 105,638 shares; 2025Q2: 103,380 shares; 2025Q3: 102,324 shares; 2025Q4: 99,165 shares 99,165 $31.1M 0.8% -3,159 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,370 shares; 2025Q1: 29,343 shares; 2025Q2: 29,019 shares; 2025Q3: 28,926 shares; 2025Q4: 28,885 shares 28,885 $30.9M 0.79% -41 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,815 shares; 2024Q4: 593,923 shares; 2025Q1: 589,291 shares; 2025Q2: 583,406 shares; 2025Q3: 585,829 shares; 2025Q4: 568,135 shares 568,135 $30.6M 0.78% -17,694 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,121 shares; 2024Q4: 74,336 shares; 2025Q1: 81,029 shares; 2025Q2: 94,028 shares; 2025Q3: 105,493 shares; 2025Q4: 118,078 shares 118,078 $30.5M 0.78% +12,585 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,874 shares; 2024Q4: 154,198 shares; 2025Q1: 149,111 shares; 2025Q2: 145,603 shares; 2025Q3: 149,170 shares; 2025Q4: 146,492 shares 146,492 $30.3M 0.78% -2,678 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,499 shares; 2024Q4: 102,632 shares; 2025Q1: 101,033 shares; 2025Q2: 99,368 shares; 2025Q3: 99,669 shares; 2025Q4: 98,244 shares 98,244 $30M 0.77% -1,425 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,103 shares; 2024Q4: 291,530 shares; 2025Q1: 328,988 shares; 2025Q2: 340,227 shares; 2025Q3: 350,421 shares; 2025Q4: 340,916 shares 340,916 $26.9M 0.69% -9,505 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,361 shares; 2024Q4: 105,374 shares; 2025Q1: 94,707 shares; 2025Q2: 87,203 shares; 2025Q3: 83,857 shares; 2025Q4: 81,435 shares 81,435 $25.9M 0.66% -2,422 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,985 shares; 2024Q4: 45,874 shares; 2025Q1: 45,277 shares; 2025Q2: 44,415 shares; 2025Q3: 43,447 shares; 2025Q4: 43,471 shares 43,471 $25.2M 0.64% +24 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,262 shares; 2024Q4: 56,594 shares; 2025Q1: 56,771 shares; 2025Q2: 56,891 shares; 2025Q3: 52,356 shares; 2025Q4: 50,946 shares 50,946 $24.9M 0.64% -1,410 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,026 shares; 2024Q4: 49,709 shares; 2025Q1: 49,448 shares; 2025Q2: 49,287 shares; 2025Q3: 49,602 shares; 2025Q4: 48,155 shares 48,155 $24.6M 0.63% -1,447 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,578 shares; 2024Q4: 306,038 shares; 2025Q1: 301,961 shares; 2025Q2: 309,247 shares; 2025Q3: 310,850 shares; 2025Q4: 315,942 shares 315,942 $24.3M 0.62% +5,092 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,443 shares; 2024Q4: 198,093 shares; 2025Q1: 221,822 shares; 2025Q2: 258,561 shares; 2025Q3: 291,640 shares; 2025Q4: 329,094 shares 329,094 $24.2M 0.62% +37,454 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,492 shares; 2024Q4: 157,558 shares; 2025Q1: 160,692 shares; 2025Q2: 164,689 shares; 2025Q3: 163,947 shares; 2025Q4: 158,736 shares 158,736 $24.2M 0.62% -5,211 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,402 shares; 2024Q4: 95,806 shares; 2025Q1: 92,432 shares; 2025Q2: 84,830 shares; 2025Q3: 83,963 shares; 2025Q4: 167,721 shares 167,721 $24.1M 0.62% +83,758 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,727 shares; 2024Q4: 53,882 shares; 2025Q1: 52,441 shares; 2025Q2: 41,848 shares; 2025Q3: 41,939 shares; 2025Q4: 41,160 shares 41,160 $23.6M 0.6% -779 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,976 shares; 2024Q4: 198,539 shares; 2025Q1: 209,101 shares; 2025Q2: 224,499 shares; 2025Q3: 245,806 shares; 2025Q4: 263,556 shares 263,556 $23.6M 0.6% +17,750 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,276 shares; 2024Q4: 100,494 shares; 2025Q1: 98,277 shares; 2025Q2: 97,345 shares; 2025Q3: 95,719 shares; 2025Q4: 94,521 shares 94,521 $23.3M 0.6% -1,198 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,013 shares; 2024Q4: 68,944 shares; 2025Q1: 40,518 shares; 2025Q2: 39,700 shares; 2025Q3: 39,619 shares; 2025Q4: 39,990 shares 39,990 $22.8M 0.58% +371 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,926 shares; 2024Q4: 48,469 shares; 2025Q1: 48,219 shares; 2025Q2: 47,779 shares; 2025Q3: 46,389 shares; 2025Q4: 46,369 shares 46,369 $22.7M 0.58% -20 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,716 shares; 2024Q4: 113,037 shares; 2025Q1: 112,294 shares; 2025Q2: 109,524 shares; 2025Q3: 109,054 shares; 2025Q4: 107,964 shares 107,964 $22.5M 0.58% -1,090 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,279 shares; 2024Q4: 16,841 shares; 2025Q1: 21,964 shares; 2025Q2: 27,980 shares; 2025Q3: 38,284 shares; 2025Q4: 80,175 shares 80,175 $22.4M 0.57% +41,891 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,558 shares; 2024Q4: 98,897 shares; 2025Q1: 102,530 shares; 2025Q2: 98,546 shares; 2025Q3: 96,810 shares; 2025Q4: 97,982 shares 97,982 $21.5M 0.55% +1,172 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,371 shares; 2024Q4: 91,843 shares; 2025Q1: 89,503 shares; 2025Q2: 85,836 shares; 2025Q3: 84,766 shares; 2025Q4: 89,738 shares 89,738 $20.8M 0.53% +4,972 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,943 shares; 2024Q4: 295,161 shares; 2025Q1: 291,193 shares; 2025Q2: 288,176 shares; 2025Q3: 285,129 shares; 2025Q4: 280,741 shares 280,741 $20.7M 0.53% -4,388 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,420 shares; 2024Q4: 367,014 shares; 2025Q1: 370,183 shares; 2025Q2: 360,130 shares; 2025Q3: 361,890 shares; 2025Q4: 364,438 shares 364,438 $20M 0.51% +2,548 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,484 shares; 2024Q4: 157,206 shares; 2025Q1: 151,351 shares; 2025Q2: 144,260 shares; 2025Q3: 140,915 shares; 2025Q4: 138,500 shares 138,500 $19.9M 0.51% -2,415 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,524 shares; 2024Q4: 10,954 shares; 2025Q1: 10,670 shares; 2025Q2: 41,775 shares; 2025Q3: 52,182 shares; 2025Q4: 125,788 shares 125,788 $19.7M 0.5% +73,606 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,155 shares; 2024Q4: 293,979 shares; 2025Q1: 271,785 shares; 2025Q2: 266,241 shares; 2025Q3: 271,811 shares; 2025Q4: 268,282 shares 268,282 $18.8M 0.48% -3,529 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,157 shares; 2024Q4: 23,666 shares; 2025Q1: 23,965 shares; 2025Q2: 24,446 shares; 2025Q3: 25,133 shares; 2025Q4: 27,182 shares 27,182 $18.6M 0.48% +2,049 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,510 shares; 2024Q4: 62,674 shares; 2025Q1: 62,074 shares; 2025Q2: 61,894 shares; 2025Q3: 61,784 shares; 2025Q4: 61,379 shares 61,379 $18.6M 0.48% -405 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,778 shares; 2024Q4: 170,938 shares; 2025Q1: 180,182 shares; 2025Q2: 179,132 shares; 2025Q3: 184,793 shares; 2025Q4: 182,964 shares 182,964 $17.6M 0.45% -1,829 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,611 shares; 2024Q4: 94,678 shares; 2025Q1: 95,843 shares; 2025Q2: 95,956 shares; 2025Q3: 89,805 shares; 2025Q4: 88,951 shares 88,951 $17M 0.43% -854 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,478 shares; 2024Q4: 56,846 shares; 2025Q1: 56,263 shares; 2025Q2: 54,264 shares; 2025Q3: 50,855 shares; 2025Q4: 50,676 shares 50,676 $16.7M 0.43% -179 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,947 shares; 2024Q4: 228,326 shares; 2025Q1: 236,313 shares; 2025Q2: 237,947 shares; 2025Q3: 235,231 shares; 2025Q4: 244,123 shares 244,123 $16.4M 0.42% +8,892 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,396 shares; 2024Q4: 182,538 shares; 2025Q1: 180,360 shares; 2025Q2: 210,614 shares; 2025Q3: 219,482 shares; 2025Q4: 222,026 shares 222,026 $15.9M 0.41% +2,544 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,144 shares; 2024Q4: 57,475 shares; 2025Q1: 56,350 shares; 2025Q2: 52,259 shares; 2025Q3: 55,546 shares; 2025Q4: 46,273 shares 46,273 $15.5M 0.4% -9,273 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,652 shares; 2024Q4: 194,260 shares; 2025Q1: 192,917 shares; 2025Q2: 188,289 shares; 2025Q3: 188,518 shares; 2025Q4: 190,085 shares 190,085 $15.3M 0.39% +1,567 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,994 shares; 2024Q4: 108,542 shares; 2025Q1: 107,959 shares; 2025Q2: 107,361 shares; 2025Q3: 106,833 shares; 2025Q4: 108,878 shares 108,878 $15.2M 0.39% +2,045 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,269 shares; 2024Q4: 137,895 shares; 2025Q1: 128,408 shares; 2025Q2: 124,091 shares; 2025Q3: 128,811 shares; 2025Q4: 120,607 shares 120,607 $15.1M 0.39% -8,204 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,213 shares; 2024Q4: 64,487 shares; 2025Q1: 64,648 shares; 2025Q2: 71,122 shares; 2025Q3: 71,671 shares; 2025Q4: 67,226 shares 67,226 $14.3M 0.36% -4,445 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,084 shares; 2024Q4: 94,953 shares; 2025Q1: 172,364 shares; 2025Q2: 180,468 shares; 2025Q3: 182,800 shares; 2025Q4: 182,035 shares 182,035 $14.2M 0.36% -765 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,420 shares; 2024Q4: 15,343 shares; 2025Q1: 15,422 shares; 2025Q2: 17,088 shares; 2025Q3: 18,776 shares; 2025Q4: 23,010 shares 23,010 $14.1M 0.36% +4,234 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,773 shares; 2024Q4: 11,858 shares; 2025Q1: 11,549 shares; 2025Q2: 14,298 shares; 2025Q3: 23,223 shares; 2025Q4: 29,373 shares 29,373 $13.9M 0.36% +6,150 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,084 shares; 2024Q4: 70,234 shares; 2025Q1: 69,636 shares; 2025Q2: 67,310 shares; 2025Q3: 62,176 shares; 2025Q4: 60,231 shares 60,231 $13.8M 0.35% -1,945 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,645 shares; 2024Q4: 146,230 shares; 2025Q1: 170,387 shares; 2025Q2: 171,262 shares; 2025Q3: 182,822 shares; 2025Q4: 184,844 shares 184,844 $13.7M 0.35% +2,022 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,754 shares; 2024Q4: 67,171 shares; 2025Q1: 63,539 shares; 2025Q2: 61,765 shares; 2025Q3: 61,428 shares; 2025Q4: 61,026 shares 61,026 $13.4M 0.34% -402 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,767 shares; 2024Q4: 88,012 shares; 2025Q1: 105,026 shares; 2025Q2: 211,172 shares; 2025Q3: 223,127 shares; 2025Q4: 247,223 shares 247,223 $13.3M 0.34% +24,096 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,972 shares; 2024Q4: 188,528 shares; 2025Q1: 191,033 shares; 2025Q2: 175,307 shares; 2025Q3: 161,789 shares; 2025Q4: 152,991 shares 152,991 $13.1M 0.34% -8,798 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,020 shares; 2024Q4: 144,477 shares; 2025Q1: 151,932 shares; 2025Q2: 90,712 shares; 2025Q3: 79,965 shares; 2025Q4: 82,227 shares 82,227 $13.1M 0.34% +2,262 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,383 shares; 2024Q4: 22,635 shares; 2025Q1: 24,058 shares; 2025Q2: 28,590 shares; 2025Q3: 27,273 shares; 2025Q4: 32,661 shares 32,661 $12.9M 0.33% +5,388 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,022 shares; 2024Q4: 264,549 shares; 2025Q1: 174,640 shares; 2025Q2: 173,430 shares; 2025Q3: 172,643 shares; 2025Q4: 172,561 shares 172,561 $12.7M 0.33% -82 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,976 shares; 2024Q4: 106,424 shares; 2025Q1: 102,343 shares; 2025Q2: 98,193 shares; 2025Q3: 97,406 shares; 2025Q4: 96,842 shares 96,842 $12.5M 0.32% -564 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,388 shares; 2024Q4: 29,755 shares; 2025Q1: 33,253 shares; 2025Q2: 43,957 shares; 2025Q3: 54,531 shares; 2025Q4: 69,230 shares 69,230 $12.3M 0.31% +14,699 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,422 shares; 2024Q4: 133,089 shares; 2025Q1: 119,471 shares; 2025Q2: 115,344 shares; 2025Q3: 107,558 shares; 2025Q4: 105,531 shares 105,531 $11.8M 0.3% -2,027 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,627 shares; 2024Q4: 131,994 shares; 2025Q1: 139,552 shares; 2025Q2: 160,273 shares; 2025Q3: 171,052 shares; 2025Q4: 184,397 shares 184,397 $11.5M 0.29% +13,345 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,742 shares; 2024Q4: 378,119 shares; 2025Q1: 376,761 shares; 2025Q2: 376,273 shares; 2025Q3: 374,380 shares; 2025Q4: 366,216 shares 366,216 $10.9M 0.28% -8,164 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,152 shares; 2024Q4: 89,261 shares; 2025Q1: 88,298 shares; 2025Q2: 97,209 shares; 2025Q3: 96,438 shares; 2025Q4: 88,264 shares 88,264 $10.9M 0.28% -8,174 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,464 shares; 2024Q4: 144,714 shares; 2025Q1: 119,812 shares; 2025Q2: 105,451 shares; 2025Q3: 97,859 shares; 2025Q4: 101,341 shares 101,341 $10.7M 0.27% +3,482 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,080 shares; 2024Q4: 410,341 shares; 2025Q1: 392,595 shares; 2025Q2: 390,438 shares; 2025Q3: 391,037 shares; 2025Q4: 156,340 shares 156,340 $10.5M 0.27% -234,697 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,993 shares; 2024Q4: 80,528 shares; 2025Q1: 76,780 shares; 2025Q2: 80,026 shares; 2025Q3: 78,962 shares; 2025Q4: 72,355 shares 72,355 $10.4M 0.27% -6,607 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,312 shares; 2024Q4: 6,072 shares; 2025Q1: 7,034 shares; 2025Q2: 7,155 shares; 2025Q3: 7,458 shares; 2025Q4: 101,542 shares 101,542 $9.52M 0.24% +94,084 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,925 shares; 2024Q4: 153,685 shares; 2025Q1: 156,958 shares; 2025Q2: 157,452 shares; 2025Q3: 151,185 shares; 2025Q4: 143,136 shares 143,136 $9.45M 0.24% -8,049 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,423 shares; 2024Q4: 35,682 shares; 2025Q1: 34,043 shares; 2025Q2: 34,643 shares; 2025Q3: 43,742 shares; 2025Q4: 40,775 shares 40,775 $9.32M 0.24% -2,967 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,964 shares; 2024Q4: 12,017 shares; 2025Q1: 12,233 shares; 2025Q2: 10,681 shares; 2025Q3: 26,823 shares; 2025Q4: 36,971 shares 36,971 $9.1M 0.23% +10,148 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,262 shares; 2024Q4: 47,220 shares; 2025Q1: 45,819 shares; 2025Q2: 44,896 shares; 2025Q3: 46,624 shares; 2025Q4: 69,117 shares 69,117 $8.7M 0.22% +22,493 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,537 shares; 2024Q4: 92,963 shares; 2025Q1: 92,747 shares; 2025Q2: 88,948 shares; 2025Q3: 87,498 shares; 2025Q4: 87,365 shares 87,365 $8.46M 0.22% -133 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,564 shares; 2024Q4: 25,137 shares; 2025Q1: 24,920 shares; 2025Q2: 24,593 shares; 2025Q3: 24,561 shares; 2025Q4: 24,019 shares 24,019 $8.26M 0.21% -542 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,604 shares; 2024Q4: 20,894 shares; 2025Q1: 22,262 shares; 2025Q2: 23,088 shares; 2025Q3: 23,535 shares; 2025Q4: 23,496 shares 23,496 $8.26M 0.21% -39 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,620 shares; 2024Q4: 98,029 shares; 2025Q1: 97,976 shares; 2025Q2: 96,450 shares; 2025Q3: 95,669 shares; 2025Q4: 92,947 shares 92,947 $8.1M 0.21% -2,722 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,491 shares; 2024Q4: 167,348 shares; 2025Q1: 161,854 shares; 2025Q2: 152,462 shares; 2025Q3: 151,594 shares; 2025Q4: 150,974 shares 150,974 $8.06M 0.21% -620 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,762 shares; 2024Q4: 26,346 shares; 2025Q1: 24,336 shares; 2025Q2: 23,811 shares; 2025Q3: 23,292 shares; 2025Q4: 23,515 shares 23,515 $7.7M 0.2% +223 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,890 shares; 2024Q4: 40,040 shares; 2025Q1: 39,855 shares; 2025Q2: 38,902 shares; 2025Q3: 36,901 shares; 2025Q4: 36,301 shares 36,301 $7.64M 0.2% -600 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,940 shares; 2024Q4: 84,541 shares; 2025Q1: 83,752 shares; 2025Q2: 82,827 shares; 2025Q3: 82,872 shares; 2025Q4: 82,214 shares 82,214 $6.92M 0.18% -658 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,203 shares; 2025Q2: 25,903 shares; 2025Q3: 32,623 shares; 2025Q4: 33,865 shares 33,865 $6.88M 0.18% +1,242 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,522 shares; 2024Q4: 63,916 shares; 2025Q1: 63,363 shares; 2025Q2: 61,772 shares; 2025Q3: 59,333 shares; 2025Q4: 56,015 shares 56,015 $6.73M 0.17% -3,318 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,755 shares; 2024Q4: 32,900 shares; 2025Q1: 33,048 shares; 2025Q2: 33,511 shares; 2025Q3: 35,309 shares; 2025Q4: 37,829 shares 37,829 $6.56M 0.17% +2,520 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,092 shares; 2024Q4: 14,518 shares; 2025Q1: 19,925 shares; 2025Q2: 23,539 shares; 2025Q3: 25,537 shares; 2025Q4: 30,931 shares 30,931 $6.55M 0.17% +5,394 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,531 shares; 2024Q4: 17,351 shares; 2025Q1: 19,829 shares; 2025Q2: 20,157 shares; 2025Q3: 20,312 shares; 2025Q4: 20,813 shares 20,813 $6.29M 0.16% +501 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,547 shares; 2024Q4: 25,505 shares; 2025Q1: 24,438 shares; 2025Q2: 23,640 shares; 2025Q3: 23,515 shares; 2025Q4: 23,024 shares 23,024 $6.24M 0.16% -491 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,986 shares; 2024Q4: 141,453 shares; 2025Q1: 138,165 shares; 2025Q2: 132,457 shares; 2025Q3: 126,853 shares; 2025Q4: 126,185 shares 126,185 $6.21M 0.16% -668 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,777 shares; 2024Q4: 39,912 shares; 2025Q1: 34,738 shares; 2025Q2: 32,715 shares; 2025Q3: 32,067 shares; 2025Q4: 31,696 shares 31,696 $6.18M 0.16% -371 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,590 shares; 2024Q4: 243,418 shares; 2025Q1: 242,289 shares; 2025Q2: 247,536 shares; 2025Q3: 231,874 shares; 2025Q4: 247,617 shares 247,617 $6.03M 0.15% +15,743 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,459 shares; 2024Q4: 71,665 shares; 2025Q1: 58,961 shares; 2025Q2: 59,409 shares; 2025Q3: 53,868 shares; 2025Q4: 52,178 shares 52,178 $5.94M 0.15% -1,690 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,613 shares; 2024Q4: 60,645 shares; 2025Q1: 60,755 shares; 2025Q2: 51,342 shares; 2025Q3: 49,700 shares; 2025Q4: 44,191 shares 44,191 $5.82M 0.15% -5,509 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,215 shares; 2024Q4: 15,924 shares; 2025Q1: 16,007 shares; 2025Q2: 16,251 shares; 2025Q3: 16,590 shares; 2025Q4: 18,057 shares 18,057 $5.35M 0.14% +1,467 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,344 shares; 2024Q4: 72,718 shares; 2025Q1: 69,408 shares; 2025Q2: 69,499 shares; 2025Q3: 72,768 shares; 2025Q4: 66,889 shares 66,889 $5.29M 0.14% -5,879 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,722 shares; 2024Q4: 37,847 shares; 2025Q1: 37,683 shares; 2025Q2: 37,644 shares; 2025Q3: 42,874 shares; 2025Q4: 37,822 shares 37,822 $5.02M 0.13% -5,052 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,889 shares; 2024Q4: 51,830 shares; 2025Q1: 52,656 shares; 2025Q2: 51,853 shares; 2025Q3: 53,036 shares; 2025Q4: 53,269 shares 53,269 $4.96M 0.13% +233 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,573 shares; 2024Q4: 12,568 shares; 2025Q1: 13,588 shares; 2025Q2: 14,065 shares; 2025Q3: 14,147 shares; 2025Q4: 14,041 shares 14,041 $4.92M 0.13% -106 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,762 shares; 2024Q4: 136,584 shares; 2025Q1: 124,846 shares; 2025Q2: 91,002 shares; 2025Q3: 86,472 shares; 2025Q4: 55,234 shares 55,234 $4.89M 0.13% -31,238 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,046 shares; 2024Q4: 8,712 shares; 2025Q1: 9,269 shares; 2025Q2: 8,534 shares; 2025Q3: 8,542 shares; 2025Q4: 7,682 shares 7,682 $4.63M 0.12% -860 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,797 shares; 2024Q4: 6,794 shares; 2025Q1: 6,662 shares; 2025Q2: 6,564 shares; 2025Q3: 6,408 shares; 2025Q4: 6,133 shares 6,133 $4.62M 0.12% -275 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,833 shares; 2024Q4: 45,051 shares; 2025Q1: 44,110 shares; 2025Q2: 43,447 shares; 2025Q3: 42,379 shares; 2025Q4: 41,855 shares 41,855 $4.4M 0.11% -524 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,976 shares; 2024Q4: 42,803 shares; 2025Q1: 43,082 shares; 2025Q2: 37,134 shares; 2025Q3: 35,852 shares; 2025Q4: 25,683 shares 25,683 $4.33M 0.11% -10,169 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,218 shares; 2024Q4: 21,070 shares; 2025Q1: 19,314 shares; 2025Q2: 17,865 shares; 2025Q3: 17,282 shares; 2025Q4: 17,168 shares 17,168 $4.23M 0.11% -114 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,171 shares; 2024Q4: 83,358 shares; 2025Q1: 60,265 shares; 2025Q2: 55,863 shares; 2025Q3: 51,514 shares; 2025Q4: 52,530 shares 52,530 $4.17M 0.11% +1,016 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,139 shares; 2024Q4: 49,152 shares; 2025Q1: 48,445 shares; 2025Q2: 47,191 shares; 2025Q3: 46,543 shares; 2025Q4: 36,570 shares 36,570 $4.13M 0.11% -9,973 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,913 shares; 2024Q4: 223,962 shares; 2025Q1: 195,644 shares; 2025Q2: 167,234 shares; 2025Q3: 165,109 shares; 2025Q4: 160,400 shares 160,400 $3.99M 0.1% -4,709 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,499 shares; 2024Q4: 27,799 shares; 2025Q1: 21,940 shares; 2025Q2: 18,758 shares; 2025Q3: 18,426 shares; 2025Q4: 18,365 shares 18,365 $3.99M 0.1% -61 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,147 shares; 2024Q4: 52,422 shares; 2025Q1: 50,179 shares; 2025Q2: 47,290 shares; 2025Q3: 46,027 shares; 2025Q4: 88,333 shares 88,333 $3.95M 0.1% +42,306 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,204 shares; 2024Q4: 54,444 shares; 2025Q1: 52,211 shares; 2025Q2: 50,482 shares; 2025Q3: 51,023 shares; 2025Q4: 50,003 shares 50,003 $3.88M 0.1% -1,020 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,535 shares; 2024Q4: 59,646 shares; 2025Q1: 59,407 shares; 2025Q2: 59,317 shares; 2025Q3: 56,481 shares; 2025Q4: 59,521 shares 59,521 $3.83M 0.1% +3,040 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,564 shares; 2024Q4: 19,728 shares; 2025Q1: 19,646 shares; 2025Q2: 17,766 shares; 2025Q3: 17,476 shares; 2025Q4: 28,841 shares 28,841 $3.44M 0.09% +11,365 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,666 shares; 2024Q4: 39,680 shares; 2025Q1: 39,521 shares; 2025Q2: 38,425 shares; 2025Q3: 37,137 shares; 2025Q4: 73,969 shares 73,969 $3.16M 0.08% +36,832 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,119 shares; 2024Q4: 8,828 shares; 2025Q1: 8,163 shares; 2025Q2: 7,583 shares; 2025Q3: 7,118 shares; 2025Q4: 6,947 shares 6,947 $3.15M 0.08% -171 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,961 shares; 2024Q4: 73,170 shares; 2025Q1: 79,845 shares; 2025Q2: 46,613 shares; 2025Q3: 37,710 shares; 2025Q4: 31,523 shares 31,523 $3.13M 0.08% -6,187 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,785 shares; 2024Q4: 36,476 shares; 2025Q1: 35,276 shares; 2025Q2: 33,308 shares; 2025Q3: 20,239 shares; 2025Q4: 20,258 shares 20,258 $3.11M 0.08% +19 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,998 shares; 2024Q4: 24,473 shares; 2025Q1: 24,610 shares; 2025Q2: 22,485 shares; 2025Q3: 21,696 shares; 2025Q4: 19,886 shares 19,886 $3.08M 0.08% -1,810 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,784 shares; 2024Q4: 136,477 shares; 2025Q1: 108,052 shares; 2025Q2: 86,163 shares; 2025Q3: 78,270 shares; 2025Q4: 56,910 shares 56,910 $3.07M 0.08% -21,360 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,055 shares; 2024Q4: 115,055 shares; 2025Q1: 115,055 shares; 2025Q2: 115,055 shares; 2025Q3: 115,055 shares; 2025Q4: 114,955 shares 114,955 $3.05M 0.08% -100 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,034 shares; 2024Q4: 23,549 shares; 2025Q1: 23,193 shares; 2025Q2: 23,035 shares; 2025Q3: 22,355 shares; 2025Q4: 22,184 shares 22,184 $3.03M 0.08% -171 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,254 shares; 2024Q4: 52,474 shares; 2025Q1: 50,262 shares; 2025Q2: 47,658 shares; 2025Q3: 48,687 shares; 2025Q4: 46,820 shares 46,820 $2.98M 0.08% -1,867 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,496 shares; 2024Q4: 65,985 shares; 2025Q1: 64,622 shares; 2025Q2: 60,610 shares; 2025Q3: 59,366 shares; 2025Q4: 54,000 shares 54,000 $2.96M 0.08% -5,366 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,789 shares; 2024Q4: 20,169 shares; 2025Q1: 22,429 shares; 2025Q2: 23,986 shares; 2025Q3: 39,328 shares; 2025Q4: 27,381 shares 27,381 $2.89M 0.07% -11,947 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,021 shares; 2024Q4: 139,558 shares; 2025Q1: 128,642 shares; 2025Q2: 123,575 shares; 2025Q3: 123,249 shares; 2025Q4: 70,839 shares 70,839 $2.89M 0.07% -52,410 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,695 shares; 2024Q4: 21,981 shares; 2025Q1: 21,884 shares; 2025Q2: 20,706 shares; 2025Q3: 20,215 shares; 2025Q4: 19,852 shares 19,852 $2.8M 0.07% -363 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,225 shares; 2024Q4: 19,996 shares; 2025Q1: 19,811 shares; 2025Q2: 18,318 shares; 2025Q3: 17,847 shares; 2025Q4: 17,862 shares 17,862 $2.77M 0.07% +15 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,346 shares; 2024Q4: 51,290 shares; 2025Q1: 49,124 shares; 2025Q2: 46,395 shares; 2025Q3: 45,582 shares; 2025Q4: 43,317 shares 43,317 $2.76M 0.07% -2,265 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,397 shares; 2024Q4: 113,767 shares; 2025Q1: 111,979 shares; 2025Q2: 114,946 shares; 2025Q3: 120,229 shares; 2025Q4: 111,000 shares 111,000 $2.69M 0.07% -9,229 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,476 shares; 2024Q4: 16,998 shares; 2025Q1: 17,746 shares; 2025Q2: 18,243 shares; 2025Q3: 18,406 shares; 2025Q4: 17,486 shares 17,486 $2.6M 0.07% -920 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,268 shares; 2024Q4: 96,457 shares; 2025Q1: 99,326 shares; 2025Q2: 104,064 shares; 2025Q3: 111,897 shares; 2025Q4: 106,615 shares 106,615 $2.59M 0.07% -5,282 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,280 shares; 2024Q4: 40,896 shares; 2025Q1: 41,161 shares; 2025Q2: 40,323 shares; 2025Q3: 40,883 shares; 2025Q4: 38,638 shares 38,638 $2.57M 0.07% -2,245 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,623 shares; 2024Q4: 89,861 shares; 2025Q1: 90,863 shares; 2025Q2: 96,235 shares; 2025Q3: 101,756 shares; 2025Q4: 99,942 shares 99,942 $2.54M 0.07% -1,814 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,905 shares; 2024Q4: 26,679 shares; 2025Q1: 26,672 shares; 2025Q2: 25,942 shares; 2025Q3: 25,849 shares; 2025Q4: 25,819 shares 25,819 $2.48M 0.06% -30 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,592 shares; 2024Q4: 47,433 shares; 2025Q1: 41,567 shares; 2025Q2: 42,491 shares; 2025Q3: 42,986 shares; 2025Q4: 42,675 shares 42,675 $2.46M 0.06% -311 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,530 shares; 2025Q4: 78,226 shares 78,226 $2.43M 0.06% +8,696 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,117 shares; 2024Q4: 88,328 shares; 2025Q1: 82,169 shares; 2025Q2: 73,563 shares; 2025Q3: 71,915 shares; 2025Q4: 64,339 shares 64,339 $2.37M 0.06% -7,576 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,217 shares; 2024Q4: 6,128 shares; 2025Q1: 6,144 shares; 2025Q2: 6,077 shares; 2025Q3: 5,988 shares; 2025Q4: 6,354 shares 6,354 $2.37M 0.06% +366 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,191 shares; 2024Q4: 25,484 shares; 2025Q1: 25,398 shares; 2025Q2: 21,307 shares; 2025Q3: 19,784 shares; 2025Q4: 20,026 shares 20,026 $2.28M 0.06% +242 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares 3 $2.26M 0.06% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,021 shares; 2024Q4: 24,750 shares; 2025Q1: 24,864 shares; 2025Q2: 22,535 shares; 2025Q3: 22,441 shares; 2025Q4: 22,108 shares 22,108 $2.26M 0.06% -333 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,809 shares; 2024Q4: 43,569 shares; 2025Q1: 41,578 shares; 2025Q2: 39,655 shares; 2025Q3: 37,175 shares; 2025Q4: 36,629 shares 36,629 $2.21M 0.06% -546 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,621 shares; 2024Q4: 20,980 shares; 2025Q1: 20,640 shares; 2025Q2: 19,615 shares; 2025Q3: 23,822 shares; 2025Q4: 21,950 shares 21,950 $2.19M 0.06% -1,872 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,098 shares; 2024Q4: 76,394 shares; 2025Q1: 79,936 shares; 2025Q2: 85,455 shares; 2025Q3: 90,683 shares; 2025Q4: 98,624 shares 98,624 $2.18M 0.06% +7,941 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,653 shares; 2024Q4: 75,025 shares; 2025Q1: 75,864 shares; 2025Q2: 82,291 shares; 2025Q3: 89,440 shares; 2025Q4: 92,886 shares 92,886 $2.12M 0.05% +3,446 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,217 shares; 2024Q4: 7,122 shares; 2025Q1: 6,926 shares; 2025Q2: 6,232 shares; 2025Q3: 5,862 shares; 2025Q4: 5,632 shares 5,632 $2.08M 0.05% -230 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,901 shares; 2024Q4: 2,866 shares; 2025Q1: 2,211 shares; 2025Q2: 2,101 shares; 2025Q3: 2,168 shares; 2025Q4: 2,363 shares 2,363 $2.08M 0.05% +195 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,978 shares; 2024Q4: 73,164 shares; 2025Q1: 74,764 shares; 2025Q2: 79,975 shares; 2025Q3: 85,667 shares; 2025Q4: 87,656 shares 87,656 $2.05M 0.05% +1,989 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,800 shares; 2024Q4: 66,729 shares; 2025Q1: 69,719 shares; 2025Q2: 84,305 shares; 2025Q3: 88,098 shares; 2025Q4: 89,817 shares 89,817 $2.02M 0.05% +1,719 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,430 shares; 2024Q4: 4,444 shares; 2025Q1: 4,430 shares; 2025Q2: 4,430 shares; 2025Q3: 4,419 shares; 2025Q4: 4,379 shares 4,379 $1.94M 0.05% -40 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,404 shares; 2024Q4: 59,128 shares; 2025Q1: 59,290 shares; 2025Q2: 74,568 shares; 2025Q3: 80,639 shares; 2025Q4: 85,024 shares 85,024 $1.9M 0.05% +4,385 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,899 shares; 2024Q4: 7,861 shares; 2025Q1: 7,602 shares; 2025Q2: 7,304 shares; 2025Q3: 7,251 shares; 2025Q4: 7,078 shares 7,078 $1.82M 0.05% -173 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,175 shares; 2024Q4: 251,017 shares; 2025Q1: 236,260 shares; 2025Q2: 231,417 shares; 2025Q3: 221,140 shares; 2025Q4: 217,701 shares 217,701 $1.82M 0.05% -3,439 TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,173 shares; 2024Q4: 3,624 shares; 2025Q1: 6,407 shares; 2025Q2: 5,228 shares; 2025Q3: 4,153 shares; 2025Q4: 3,981 shares 3,981 $1.79M 0.05% -172 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,771 shares; 2025Q1: 1,765 shares; 2025Q2: 1,719 shares; 2025Q3: 1,870 shares; 2025Q4: 2,064 shares 2,064 $1.78M 0.05% +194 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,340 shares; 2024Q4: 41,265 shares; 2025Q1: 37,995 shares; 2025Q2: 36,375 shares; 2025Q3: 34,003 shares; 2025Q4: 34,003 shares 34,003 $1.76M 0.05% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,943 shares; 2024Q4: 22,040 shares; 2025Q1: 21,834 shares; 2025Q2: 19,327 shares; 2025Q3: 18,749 shares; 2025Q4: 18,773 shares 18,773 $1.76M 0.04% +24 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,577 shares; 2024Q4: 78,043 shares; 2025Q1: 76,536 shares; 2025Q2: 68,657 shares; 2025Q3: 83,504 shares; 2025Q4: 66,868 shares 66,868 $1.66M 0.04% -16,636 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,475 shares; 2024Q4: 40,660 shares; 2025Q1: 44,249 shares; 2025Q2: 54,421 shares; 2025Q3: 61,735 shares; 2025Q4: 78,348 shares 78,348 $1.66M 0.04% +16,613 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,114 shares 36,114 $1.63M 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,366 shares; 2024Q4: 8,891 shares; 2025Q1: 8,693 shares; 2025Q2: 8,558 shares; 2025Q3: 14,066 shares; 2025Q4: 9,949 shares 9,949 $1.59M 0.04% -4,117 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,435 shares; 2024Q4: 5,220 shares; 2025Q1: 5,363 shares; 2025Q2: 4,434 shares; 2025Q3: 4,176 shares; 2025Q4: 4,505 shares 4,505 $1.56M 0.04% +329 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,700 shares; 2024Q4: 35,800 shares; 2025Q1: 37,050 shares; 2025Q2: 40,939 shares; 2025Q3: 45,798 shares; 2025Q4: 60,881 shares 60,881 $1.55M 0.04% +15,083 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,599 shares; 2025Q1: 1,584 shares; 2025Q2: 2,014 shares; 2025Q3: 4,138 shares; 2025Q4: 7,379 shares 7,379 $1.54M 0.04% +3,241 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,250 shares; 2024Q4: 32,200 shares; 2025Q1: 33,900 shares; 2025Q2: 34,770 shares; 2025Q3: 38,935 shares; 2025Q4: 57,100 shares 57,100 $1.49M 0.04% +18,165 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,637 shares; 2024Q4: 19,307 shares; 2025Q1: 18,424 shares; 2025Q2: 13,784 shares; 2025Q3: 12,905 shares; 2025Q4: 12,591 shares 12,591 $1.48M 0.04% -314 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,721 shares; 2024Q4: 55,050 shares; 2025Q1: 55,043 shares; 2025Q2: 62,076 shares; 2025Q3: 63,819 shares; 2025Q4: 66,748 shares 66,748 $1.46M 0.04% +2,929 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,370 shares; 2024Q4: 26,370 shares; 2025Q1: 26,260 shares; 2025Q2: 26,260 shares; 2025Q3: 19,058 shares; 2025Q4: 19,546 shares 19,546 $1.44M 0.04% +488 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,534 shares; 2024Q4: 40,028 shares; 2025Q1: 40,384 shares; 2025Q2: 38,275 shares; 2025Q3: 38,275 shares; 2025Q4: 38,868 shares 38,868 $1.41M 0.04% +593 Timeline WEYS WEYCO GROUP INC More: the full row for WEYCO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,694 shares; 2025Q4: 44,694 shares 44,694 $1.37M 0.03% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,050 shares; 2024Q4: 38,596 shares; 2025Q1: 37,688 shares; 2025Q2: 36,155 shares; 2025Q3: 36,032 shares; 2025Q4: 35,563 shares 35,563 $1.36M 0.03% -469 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,458 shares; 2024Q4: 7,193 shares; 2025Q1: 7,003 shares; 2025Q2: 7,447 shares; 2025Q3: 7,472 shares; 2025Q4: 6,973 shares 6,973 $1.36M 0.03% -499 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,347 shares; 2024Q4: 7,775 shares; 2025Q1: 7,775 shares; 2025Q2: 7,775 shares; 2025Q3: 7,775 shares; 2025Q4: 10,312 shares 10,312 $1.25M 0.03% +2,537 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,437 shares; 2024Q4: 40,547 shares; 2025Q1: 43,583 shares; 2025Q2: 50,546 shares; 2025Q3: 56,836 shares; 2025Q4: 59,917 shares 59,917 $1.19M 0.03% +3,081 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,449 shares; 2024Q4: 71,647 shares; 2025Q1: 67,955 shares; 2025Q2: 57,371 shares; 2025Q3: 54,292 shares; 2025Q4: 49,347 shares 49,347 $1.17M 0.03% -4,945 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,170 shares; 2024Q4: 12,480 shares; 2025Q1: 12,320 shares; 2025Q2: 11,653 shares; 2025Q3: 16,109 shares; 2025Q4: 8,888 shares 8,888 $1.15M 0.03% -7,221 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 406 shares; 2025Q1: 415 shares; 2025Q2: 409 shares; 2025Q3: 934 shares; 2025Q4: 1,109 shares 1,109 $1.12M 0.03% +175 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,701 shares; 2024Q4: 7,635 shares; 2025Q1: 8,135 shares; 2025Q2: 8,135 shares; 2025Q3: 7,845 shares; 2025Q4: 7,790 shares 7,790 $1.1M 0.03% -55 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,059 shares; 2024Q4: 8,059 shares; 2025Q1: 7,893 shares; 2025Q2: 7,843 shares; 2025Q3: 7,543 shares; 2025Q4: 7,473 shares 7,473 $1.1M 0.03% -70 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,712 shares; 2024Q4: 4,750 shares; 2025Q1: 4,784 shares; 2025Q2: 3,168 shares; 2025Q3: 4,219 shares; 2025Q4: 3,545 shares 3,545 $1.09M 0.03% -674 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,700 shares; 2024Q4: 22,007 shares; 2025Q1: 22,007 shares; 2025Q2: 22,007 shares; 2025Q3: 19,366 shares; 2025Q4: 16,725 shares 16,725 $1.08M 0.03% -2,641 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,094 shares; 2024Q4: 12,094 shares; 2025Q1: 12,266 shares; 2025Q2: 12,154 shares; 2025Q3: 10,804 shares; 2025Q4: 10,804 shares 10,804 $1.07M 0.03% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,456 shares; 2024Q4: 3,456 shares; 2025Q1: 3,442 shares; 2025Q2: 3,186 shares; 2025Q3: 3,070 shares; 2025Q4: 3,055 shares 3,055 $1.07M 0.03% -15 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,508 shares; 2024Q4: 28,308 shares; 2025Q1: 28,308 shares; 2025Q2: 19,744 shares; 2025Q3: 19,776 shares; 2025Q4: 22,712 shares 22,712 $1.06M 0.03% +2,936 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,713 shares; 2024Q4: 14,100 shares; 2025Q1: 13,474 shares; 2025Q2: 12,466 shares; 2025Q3: 11,821 shares; 2025Q4: 11,315 shares 11,315 $1.02M 0.03% -506 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,114 shares; 2024Q4: 24,333 shares; 2025Q1: 24,835 shares; 2025Q2: 25,209 shares; 2025Q3: 25,808 shares; 2025Q4: 24,988 shares 24,988 $1.01M 0.03% -820 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,812 shares; 2024Q4: 8,490 shares; 2025Q1: 8,325 shares; 2025Q2: 8,101 shares; 2025Q3: 7,356 shares; 2025Q4: 7,286 shares 7,286 $1M 0.03% -70 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,075 shares; 2025Q2: 10,445 shares; 2025Q3: 18,758 shares; 2025Q4: 37,973 shares 37,973 $1M 0.03% +19,215 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,786 shares; 2024Q4: 27,144 shares; 2025Q1: 26,063 shares; 2025Q2: 26,899 shares; 2025Q3: 26,063 shares; 2025Q4: 26,717 shares 26,717 $872K 0.02% +654 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,614 shares; 2024Q4: 7,614 shares; 2025Q1: 7,704 shares; 2025Q2: 7,757 shares; 2025Q3: 7,907 shares; 2025Q4: 7,857 shares 7,857 $866K 0.02% -50 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,779 shares; 2024Q4: 2,572 shares; 2025Q1: 2,413 shares; 2025Q2: 1,956 shares; 2025Q3: 2,751 shares; 2025Q4: 2,859 shares 2,859 $839K 0.02% +108 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,345 shares; 2024Q4: 32,345 shares; 2025Q1: 32,345 shares; 2025Q2: 32,345 shares; 2025Q3: 27,468 shares; 2025Q4: 24,968 shares 24,968 $800K 0.02% -2,500 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,266 shares; 2025Q1: 19,965 shares; 2025Q2: 30,787 shares; 2025Q3: 34,532 shares; 2025Q4: 38,969 shares 38,969 $800K 0.02% +4,437 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,788 shares; 2024Q4: 5,781 shares; 2025Q1: 5,791 shares; 2025Q2: 5,819 shares; 2025Q3: 5,819 shares; 2025Q4: 5,819 shares 5,819 $797K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 2,695 shares; 2025Q1: 2,695 shares; 2025Q2: 2,734 shares; 2025Q3: 2,734 shares; 2025Q4: 2,688 shares 2,688 $780K 0.02% -46 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,714 shares; 2024Q4: 4,714 shares; 2025Q1: 4,703 shares; 2025Q2: 4,703 shares; 2025Q3: 4,422 shares; 2025Q4: 4,166 shares 4,166 $773K 0.02% -256 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,761 shares; 2024Q4: 22,966 shares; 2025Q1: 22,866 shares; 2025Q2: 22,716 shares; 2025Q3: 26,655 shares; 2025Q4: 22,029 shares 22,029 $765K 0.02% -4,626 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,190 shares; 2024Q4: 11,597 shares; 2025Q1: 10,728 shares; 2025Q2: 5,081 shares; 2025Q3: 4,469 shares; 2025Q4: 6,082 shares 6,082 $742K 0.02% +1,613 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,779 shares; 2025Q2: 3,779 shares; 2025Q3: 3,844 shares; 2025Q4: 3,859 shares 3,859 $739K 0.02% +15 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,713 shares 14,713 $734K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,041 shares; 2024Q4: 16,852 shares; 2025Q1: 12,836 shares; 2025Q2: 11,171 shares; 2025Q3: 15,353 shares; 2025Q4: 14,902 shares 14,902 $720K 0.02% -451 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: 1,113 shares; 2025Q1: 1,198 shares; 2025Q2: 1,383 shares; 2025Q3: 1,334 shares; 2025Q4: 1,460 shares 1,460 $706K 0.02% +126 Timeline MTW MANITOWOC CO INC More: the full row for MANITOWOC CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,842 shares; 2024Q4: 17,842 shares; 2025Q1: 17,842 shares; 2025Q2: 17,867 shares; 2025Q3: 20,302 shares; 2025Q4: 56,982 shares 56,982 $683K 0.02% +36,680 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 543 shares; 2025Q1: 547 shares; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 543 shares 543 $660K 0.02% -3 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,074 shares; 2024Q4: 9,925 shares; 2025Q1: 9,499 shares; 2025Q2: 8,366 shares; 2025Q3: 7,599 shares; 2025Q4: 14,542 shares 14,542 $659K 0.02% +6,943 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,535 shares; 2024Q4: 7,725 shares; 2025Q1: 7,725 shares; 2025Q2: 7,550 shares; 2025Q3: 7,770 shares; 2025Q4: 7,500 shares 7,500 $657K 0.02% -270 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842,490 shares; 2024Q4: 595,150 shares; 2025Q1: 165,382 shares; 2025Q2: 88,214 shares; 2025Q3: 60,454 shares; 2025Q4: 42,095 shares 42,095 $656K 0.02% -18,359 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,835 shares; 2024Q4: 9,192 shares; 2025Q1: 7,942 shares; 2025Q2: 8,227 shares; 2025Q3: 8,352 shares; 2025Q4: 8,352 shares 8,352 $637K 0.02% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,618 shares; 2025Q1: 1,616 shares; 2025Q2: 1,616 shares; 2025Q3: 1,658 shares; 2025Q4: 681 shares 681 $599K 0.02% -977 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,684 shares; 2024Q4: 426,354 shares; 2025Q1: 141,880 shares; 2025Q2: 125,175 shares; 2025Q3: 119,083 shares; 2025Q4: 36,436 shares 36,436 $586K 0.01% -82,647 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,175 shares; 2024Q4: 6,175 shares; 2025Q1: 6,175 shares; 2025Q2: 6,175 shares; 2025Q3: 6,175 shares; 2025Q4: 6,175 shares 6,175 $581K 0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,569 shares; 2024Q4: 11,982 shares; 2025Q1: 11,878 shares; 2025Q2: 11,128 shares; 2025Q3: 10,522 shares; 2025Q4: 10,510 shares 10,510 $580K 0.01% -12 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,675 shares; 2025Q1: 1,734 shares; 2025Q2: 1,709 shares; 2025Q3: 1,852 shares; 2025Q4: 1,852 shares 1,852 $578K 0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: not reported; 2025Q1: 2,897 shares; 2025Q2: 2,707 shares; 2025Q3: 5,780 shares; 2025Q4: 5,780 shares 5,780 $577K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,063 shares; 2025Q1: 5,159 shares; 2025Q2: 5,715 shares; 2025Q3: 5,672 shares; 2025Q4: 6,027 shares 6,027 $573K 0.01% +355 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,153 shares; 2024Q4: 21,153 shares; 2025Q1: 21,028 shares; 2025Q2: 20,526 shares; 2025Q3: 20,526 shares; 2025Q4: 20,598 shares 20,598 $566K 0.01% +72 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,968 shares; 2024Q4: 6,371 shares; 2025Q1: 5,962 shares; 2025Q2: 5,644 shares; 2025Q3: 5,958 shares; 2025Q4: 5,699 shares 5,699 $557K 0.01% -259 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,342 shares; 2024Q4: 10,342 shares; 2025Q1: 10,342 shares; 2025Q2: 10,342 shares; 2025Q3: 10,342 shares; 2025Q4: 8,342 shares 8,342 $542K 0.01% -2,000 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,165 shares; 2024Q4: 2,098 shares; 2025Q1: 2,144 shares; 2025Q2: 2,153 shares; 2025Q3: 2,106 shares; 2025Q4: 2,106 shares 2,106 $541K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,415 shares; 2025Q2: 5,620 shares; 2025Q3: 5,620 shares; 2025Q4: 2,620 shares 2,620 $538K 0.01% -3,000 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,301 shares; 2025Q4: 18,586 shares 18,586 $527K 0.01% +5,285 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,919 shares; 2024Q4: 15,838 shares; 2025Q1: 15,838 shares; 2025Q2: 15,838 shares; 2025Q3: 15,838 shares; 2025Q4: 15,838 shares 15,838 $519K 0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,956 shares; 2024Q4: 5,756 shares; 2025Q1: 5,756 shares; 2025Q2: 5,756 shares; 2025Q3: 5,944 shares; 2025Q4: 5,756 shares 5,756 $507K 0.01% -188 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,629 shares; 2025Q3: 2,786 shares; 2025Q4: 3,599 shares 3,599 $502K 0.01% +813 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,299 shares; 2025Q1: 1,225 shares; 2025Q2: 1,045 shares; 2025Q3: 1,049 shares; 2025Q4: 1,076 shares 1,076 $501K 0.01% +27 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: 4,848 shares; 2025Q1: 4,555 shares; 2025Q2: 4,331 shares; 2025Q3: 4,185 shares; 2025Q4: 4,188 shares 4,188 $491K 0.01% +3 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,624 shares; 2024Q4: 4,124 shares; 2025Q1: 4,031 shares; 2025Q2: 4,786 shares; 2025Q3: 4,278 shares; 2025Q4: 4,203 shares 4,203 $490K 0.01% -75 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,251 shares; 2024Q4: 36,045 shares; 2025Q1: 34,458 shares; 2025Q2: 31,774 shares; 2025Q3: 29,640 shares; 2025Q4: 29,209 shares 29,209 $480K 0.01% -431 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,075 shares; 2024Q4: 10,060 shares; 2025Q1: 10,252 shares; 2025Q2: 9,975 shares; 2025Q3: 8,309 shares; 2025Q4: 8,309 shares 8,309 $468K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,727 shares; 2024Q4: 3,727 shares; 2025Q1: 3,708 shares; 2025Q2: 2,423 shares; 2025Q3: 2,475 shares; 2025Q4: 2,862 shares 2,862 $465K 0.01% +387 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,820 shares; 2025Q3: 2,820 shares; 2025Q4: 3,426 shares 3,426 $463K 0.01% +606 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,417 shares; 2024Q4: 29,761 shares; 2025Q1: 16,057 shares; 2025Q2: 15,867 shares; 2025Q3: 13,320 shares; 2025Q4: 12,231 shares 12,231 $460K 0.01% -1,089 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 973 shares; 2025Q1: 976 shares; 2025Q2: 953 shares; 2025Q3: 1,153 shares; 2025Q4: 1,326 shares 1,326 $446K 0.01% +173 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,818 shares; 2024Q4: 4,818 shares; 2025Q1: 4,828 shares; 2025Q2: 1,818 shares; 2025Q3: 1,923 shares; 2025Q4: 2,418 shares 2,418 $445K 0.01% +495 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,747 shares; 2024Q4: 5,364 shares; 2025Q1: 5,721 shares; 2025Q2: 6,147 shares; 2025Q3: 5,876 shares; 2025Q4: 3,821 shares 3,821 $435K 0.01% -2,055 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 1,217 shares; 2025Q1: 1,244 shares; 2025Q2: 1,160 shares; 2025Q3: 1,335 shares; 2025Q4: 1,658 shares 1,658 $435K 0.01% +323 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,956 shares; 2024Q4: 2,859 shares; 2025Q1: 3,097 shares; 2025Q2: 2,757 shares; 2025Q3: 2,485 shares; 2025Q4: 2,447 shares 2,447 $434K 0.01% -38 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,354 shares; 2025Q1: 1,314 shares; 2025Q2: 1,162 shares; 2025Q3: 1,162 shares; 2025Q4: 1,112 shares 1,112 $433K 0.01% -50 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,601 shares; 2024Q4: 1,078 shares; 2025Q1: 1,048 shares; 2025Q2: 549 shares; 2025Q3: 826 shares; 2025Q4: 659 shares 659 $431K 0.01% -167 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,650 shares; 2024Q4: 2,794 shares; 2025Q1: 2,794 shares; 2025Q2: 2,291 shares; 2025Q3: 2,174 shares; 2025Q4: 2,098 shares 2,098 $419K 0.01% -76 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,509 shares; 2024Q4: 16,527 shares; 2025Q1: 27,503 shares; 2025Q2: 21,026 shares; 2025Q3: 15,986 shares; 2025Q4: 15,557 shares 15,557 $419K 0.01% -429 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 3,418 shares; 2025Q1: 4,483 shares; 2025Q2: 3,996 shares; 2025Q3: 3,996 shares; 2025Q4: 4,255 shares 4,255 $410K 0.01% +259 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,612 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,639 shares 4,639 $410K 0.01% +39 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,147 shares; 2024Q4: 18,347 shares; 2025Q1: 17,343 shares; 2025Q2: 17,343 shares; 2025Q3: 17,343 shares; 2025Q4: 17,085 shares 17,085 $408K 0.01% -258 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,665 shares; 2025Q4: 17,455 shares 17,455 $403K 0.01% +5,790 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,482 shares; 2024Q4: 13,456 shares; 2025Q1: 13,446 shares; 2025Q2: 13,446 shares; 2025Q3: 13,446 shares; 2025Q4: 13,446 shares 13,446 $398K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,497 shares; 2025Q4: 4,714 shares 4,714 $395K 0.01% +2,217 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,066 shares; 2025Q1: 2,060 shares; 2025Q2: 2,060 shares; 2025Q3: 2,060 shares; 2025Q4: 2,060 shares 2,060 $387K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,292 shares; 2025Q1: 1,292 shares; 2025Q2: 1,296 shares; 2025Q3: 1,300 shares; 2025Q4: 1,311 shares 1,311 $377K 0.01% +11 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,316 shares; 2025Q1: 2,307 shares; 2025Q2: 2,307 shares; 2025Q3: 2,307 shares; 2025Q4: 2,307 shares 2,307 $374K 0.01% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,155 shares; 2024Q4: 7,155 shares; 2025Q1: 2,655 shares; 2025Q2: 2,655 shares; 2025Q3: 2,655 shares; 2025Q4: 2,655 shares 2,655 $373K 0.01% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,616 shares; 2024Q4: 5,616 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,541 shares; 2025Q4: 6,219 shares 6,219 $369K 0.01% +1,678 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,253 shares; 2024Q4: 9,253 shares; 2025Q1: 9,253 shares; 2025Q2: 9,253 shares; 2025Q3: 9,253 shares; 2025Q4: 9,253 shares 9,253 $355K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,938 shares; 2024Q4: 5,938 shares; 2025Q1: 5,938 shares; 2025Q2: 5,938 shares; 2025Q3: 11,609 shares; 2025Q4: 5,938 shares 5,938 $341K 0.01% -5,671 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,761 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,173 shares 3,173 $339K 0.01% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,707 shares; 2025Q4: 2,474 shares 2,474 $337K 0.01% +767 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,437 shares; 2024Q4: 2,869 shares; 2025Q1: 2,978 shares; 2025Q2: 2,927 shares; 2025Q3: 2,997 shares; 2025Q4: 2,951 shares 2,951 $331K 0.01% -46 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,115 shares; 2025Q1: 2,140 shares; 2025Q2: 2,143 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares 2,140 $330K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,007 shares; 2024Q4: 4,457 shares; 2025Q1: 4,398 shares; 2025Q2: 8,606 shares; 2025Q3: 8,606 shares; 2025Q4: 8,038 shares 8,038 $323K 0.01% -568 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,923 shares; 2024Q4: 3,586 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,429 shares 2,429 $322K 0.01% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 1,504 shares; 2025Q1: 1,644 shares; 2025Q2: 1,317 shares; 2025Q3: 1,687 shares; 2025Q4: 1,882 shares 1,882 $322K 0.01% +195 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 568 shares 568 $322K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,647 shares 5,647 $321K 0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,459 shares 6,459 $314K 0.01% new Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,104 shares; 2025Q1: 2,482 shares; 2025Q2: 2,843 shares; 2025Q3: 2,815 shares; 2025Q4: 3,126 shares 3,126 $306K 0.01% +311 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 59 shares; 2025Q3: 58 shares; 2025Q4: 57 shares 57 $305K 0.01% -1 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,853 shares; 2024Q4: 3,707 shares; 2025Q1: 3,707 shares; 2025Q2: 3,707 shares; 2025Q3: 2,857 shares; 2025Q4: 3,327 shares 3,327 $303K 0.01% +470 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,686 shares; 2025Q2: 18,251 shares; 2025Q3: 18,251 shares; 2025Q4: 18,251 shares 18,251 $301K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,781 shares; 2025Q2: 10,594 shares; 2025Q3: 10,594 shares; 2025Q4: 10,594 shares 10,594 $298K 0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,535 shares; 2024Q4: 4,535 shares; 2025Q1: 4,535 shares; 2025Q2: 4,535 shares; 2025Q3: 4,680 shares; 2025Q4: 4,680 shares 4,680 $289K 0.01% 0 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $287K 0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,366 shares; 2025Q4: 1,608 shares 1,608 $286K 0.01% +242 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 2,688 shares; 2025Q1: 2,928 shares; 2025Q2: 2,903 shares; 2025Q3: 2,903 shares; 2025Q4: 2,467 shares 2,467 $284K 0.01% -436 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,184 shares; 2025Q1: 1,184 shares; 2025Q2: 1,184 shares; 2025Q3: 2,534 shares; 2025Q4: 1,514 shares 1,514 $279K 0.01% -1,020 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: not reported; 2025Q1: 1,655 shares; 2025Q2: 1,590 shares; 2025Q3: 1,698 shares; 2025Q4: 1,703 shares 1,703 $277K 0.01% +5 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 816 shares; 2025Q1: 653 shares; 2025Q2: 694 shares; 2025Q3: 761 shares; 2025Q4: 612 shares 612 $274K 0.01% -149 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399 shares; 2024Q4: 399 shares; 2025Q1: 408 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 414 shares 414 $274K 0.01% +55 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,848 shares; 2025Q4: 2,848 shares 2,848 $274K 0.01% 0 Timeline AGM-A FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $265K 0.01% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,675 shares; 2024Q4: 20,985 shares; 2025Q1: 20,143 shares; 2025Q2: 18,410 shares; 2025Q3: 18,410 shares; 2025Q4: 14,922 shares 14,922 $265K 0.01% -3,488 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,360 shares; 2025Q1: 3,360 shares; 2025Q2: 3,360 shares; 2025Q3: 3,360 shares; 2025Q4: 3,360 shares 3,360 $263K 0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,357 shares; 2024Q4: 10,357 shares; 2025Q1: 10,357 shares; 2025Q2: 10,357 shares; 2025Q3: 10,357 shares; 2025Q4: 8,404 shares 8,404 $260K 0.01% -1,953 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,179 shares; 2024Q4: 5,648 shares; 2025Q1: 4,502 shares; 2025Q2: 4,502 shares; 2025Q3: 7,225 shares; 2025Q4: 2,596 shares 2,596 $258K 0.01% -4,629 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,146 shares; 2025Q3: 7,146 shares; 2025Q4: 7,146 shares 7,146 $252K 0.01% 0 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,649 shares; 2025Q3: 4,079 shares; 2025Q4: 3,389 shares 3,389 $247K 0.01% -690 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,315 shares; 2025Q1: 2,315 shares; 2025Q2: 2,345 shares; 2025Q3: 2,315 shares; 2025Q4: 1,941 shares 1,941 $244K 0.01% -374 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,341 shares; 2025Q1: 1,392 shares; 2025Q2: 1,190 shares; 2025Q3: 1,034 shares; 2025Q4: 906 shares 906 $243K 0.01% -128 Timeline PSBQ PSB HLDGS INC More: the full row for PSB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,958 shares; 2024Q4: 14,958 shares; 2025Q1: 14,958 shares; 2025Q2: 14,958 shares; 2025Q3: 14,958 shares; 2025Q4: 9,270 shares 9,270 $242K 0.01% -5,688 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,751 shares; 2025Q4: 2,964 shares 2,964 $241K 0.01% +213 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,383 shares; 2024Q4: 11,730 shares; 2025Q1: 10,953 shares; 2025Q2: 10,394 shares; 2025Q3: 13,705 shares; 2025Q4: 9,895 shares 9,895 $240K 0.01% -3,810 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,091 shares; 2024Q4: 7,066 shares; 2025Q1: 7,066 shares; 2025Q2: 4,991 shares; 2025Q3: 4,991 shares; 2025Q4: 4,991 shares 4,991 $239K 0.01% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 34,738 shares; 2025Q4: 10,000 shares 10,000 $237K 0.01% -24,738 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,797 shares; 2025Q3: 1,299 shares; 2025Q4: 1,373 shares 1,373 $230K 0.01% +74 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,592 shares; 2024Q4: 3,638 shares; 2025Q1: 3,084 shares; 2025Q2: 3,180 shares; 2025Q3: 2,943 shares; 2025Q4: 3,644 shares 3,644 $229K 0.01% +701 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 835 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 660 shares 660 $224K 0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,592 shares; 2025Q1: 1,600 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares 1,575 $222K 0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 566 shares 566 $215K 0.01% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,071 shares; 2025Q2: not reported; 2025Q3: 545 shares; 2025Q4: 545 shares 545 $215K 0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,481 shares; 2025Q4: 4,419 shares 4,419 $211K 0.01% -62 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 832 shares; 2025Q1: 813 shares; 2025Q2: not reported; 2025Q3: 675 shares; 2025Q4: 669 shares 669 $211K 0.01% -6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,696 shares; 2024Q4: 4,648 shares; 2025Q1: 4,289 shares; 2025Q2: 4,491 shares; 2025Q3: 4,557 shares; 2025Q4: 3,564 shares 3,564 $208K 0.01% -993 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares 2,280 $208K 0.01% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,449 shares 4,449 $205K 0.01% new Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,860 shares 1,860 $202K 0.01% new Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 901 shares; 2025Q3: 686 shares; 2025Q4: 443 shares 443 $202K 0.01% -243 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 902 shares; 2025Q3: 849 shares; 2025Q4: 611 shares 611 $201K 0.01% -238 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,191 shares; 2024Q4: 11,407 shares; 2025Q1: 11,569 shares; 2025Q2: 9,951 shares; 2025Q3: 10,039 shares; 2025Q4: 5,710 shares 5,710 $200K 0.01% -4,329 Timeline WRLGF WEST RED LAKE GOLD MINES LTD C More: the full row for WEST RED LAKE GOLD MINES LTD C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 204,080 shares; 2025Q3: 204,080 shares; 2025Q4: 204,080 shares 204,080 $152K <0.01% 0 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,942 shares; 2024Q4: 15,084 shares; 2025Q1: 17,298 shares; 2025Q2: 13,742 shares; 2025Q3: 15,375 shares; 2025Q4: 16,824 shares 16,824 $134K <0.01% +1,449 Timeline CERT CERTARA INC More: the full row for CERTARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,169 shares; 2025Q2: 10,869 shares; 2025Q3: 11,920 shares; 2025Q4: 10,933 shares 10,933 $96.3K <0.01% -987 Timeline ARAY ACCURAY INC DEL More: the full row for ACCURAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,675 shares 13,675 $11.3K <0.01% new Timeline ARRNF AMERICAN RARE EARTHS LTD(NZL) More: the full row for AMERICAN RARE EARTHS LTD(NZL) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares 30,000 $6.3K <0.01% new Timeline WELLNESS CTR USA INC WELLNESS CTR USA INC More: the full row for WELLNESS CTR USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $0 0% 0 Value filed as zero, left out of ratios.