MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635,153 shares; 2024Q4: 624,839 shares; 2025Q1: 645,237 shares; 2025Q2: 651,507 shares 651,507 $324M 7.18% +6,270 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338,035 shares; 2024Q4: 1,302,656 shares; 2025Q1: 1,275,380 shares; 2025Q2: 1,268,366 shares 1,268,366 $200M 4.44% -7,014 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,292,858 shares; 2024Q4: 2,268,679 shares; 2025Q1: 2,234,468 shares; 2025Q2: 2,200,405 shares 2,200,405 $197M 4.36% -34,063 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 814,379 shares; 2024Q4: 815,428 shares; 2025Q1: 814,440 shares; 2025Q2: 813,411 shares 813,411 $167M 3.7% -1,029 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621,584 shares; 2024Q4: 611,886 shares; 2025Q1: 608,344 shares; 2025Q2: 606,867 shares 606,867 $133M 2.95% -1,477 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,931 shares; 2024Q4: 528,262 shares; 2025Q1: 541,667 shares; 2025Q2: 557,930 shares 557,930 $133M 2.94% +16,263 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592,315 shares; 2024Q4: 1,587,884 shares; 2025Q1: 1,641,452 shares; 2025Q2: 1,691,938 shares 1,691,938 $105M 2.32% +50,486 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,148,016 shares; 2024Q4: 2,131,632 shares; 2025Q1: 2,102,362 shares; 2025Q2: 2,093,716 shares 2,093,716 $104M 2.29% -8,646 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903,943 shares; 2024Q4: 1,864,742 shares; 2025Q1: 1,836,739 shares; 2025Q2: 1,811,109 shares 1,811,109 $103M 2.29% -25,630 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,548 shares; 2024Q4: 92,718 shares; 2025Q1: 91,973 shares; 2025Q2: 91,829 shares 91,829 $90.9M 2.01% -144 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,822 shares; 2024Q4: 690,136 shares; 2025Q1: 1,099,429 shares; 2025Q2: 1,517,236 shares 1,517,236 $90.7M 2.01% +417,807 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,812 shares; 2024Q4: 302,573 shares; 2025Q1: 299,541 shares; 2025Q2: 297,568 shares 297,568 $86.3M 1.91% -1,973 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,864 shares; 2024Q4: 105,345 shares; 2025Q1: 110,761 shares; 2025Q2: 110,260 shares 110,260 $81.4M 1.8% -501 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,998 shares; 2024Q4: 203,716 shares; 2025Q1: 200,688 shares; 2025Q2: 201,719 shares 201,719 $71.6M 1.59% +1,031 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,604 shares; 2024Q4: 158,953 shares; 2025Q1: 158,614 shares; 2025Q2: 143,081 shares 143,081 $69.5M 1.54% -15,533 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,878 shares; 2024Q4: 90,256 shares; 2025Q1: 87,147 shares; 2025Q2: 85,341 shares 85,341 $66.5M 1.47% -1,806 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,832 shares; 2024Q4: 202,183 shares; 2025Q1: 208,771 shares; 2025Q2: 214,442 shares 214,442 $61.3M 1.36% +5,671 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614,997 shares; 2024Q4: 620,112 shares; 2025Q1: 635,070 shares; 2025Q2: 654,268 shares 654,268 $60.2M 1.33% +19,198 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,739 shares; 2024Q4: 353,722 shares; 2025Q1: 360,059 shares; 2025Q2: 369,883 shares 369,883 $58.4M 1.29% +9,824 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,817 shares; 2024Q4: 292,623 shares; 2025Q1: 299,342 shares; 2025Q2: 303,669 shares 303,669 $53.9M 1.19% +4,327 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,010 shares; 2024Q4: 49,806 shares; 2025Q1: 49,587 shares; 2025Q2: 49,784 shares 49,784 $51.2M 1.13% +197 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,858 shares; 2024Q4: 290,943 shares; 2025Q1: 292,179 shares; 2025Q2: 286,337 shares 286,337 $50.5M 1.12% -5,842 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996,539 shares; 2024Q4: 1,008,412 shares; 2025Q1: 671,252 shares; 2025Q2: 668,002 shares 668,002 $48.6M 1.08% -3,250 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,624 shares; 2024Q4: 110,031 shares; 2025Q1: 107,728 shares; 2025Q2: 113,274 shares 113,274 $48.1M 1.07% +5,546 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,004 shares; 2024Q4: 162,553 shares; 2025Q1: 164,142 shares; 2025Q2: 165,723 shares 165,723 $47.4M 1.05% +1,581 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,665 shares; 2024Q4: 326,046 shares; 2025Q1: 245,700 shares; 2025Q2: 244,111 shares 244,111 $47.4M 1.05% -1,589 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801,798 shares; 2024Q4: 800,648 shares; 2025Q1: 768,830 shares; 2025Q2: 768,830 shares 768,830 $47M 1.04% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,277 shares; 2024Q4: 532,837 shares; 2025Q1: 545,884 shares; 2025Q2: 548,651 shares 548,651 $42.4M 0.94% +2,767 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,520 shares; 2024Q4: 287,763 shares; 2025Q1: 288,810 shares; 2025Q2: 288,064 shares 288,064 $40.6M 0.9% -746 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,608 shares; 2024Q4: 402,520 shares; 2025Q1: 398,569 shares; 2025Q2: 396,949 shares 396,949 $38.8M 0.86% -1,620 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,566 shares; 2024Q4: 6,558 shares; 2025Q1: 6,561 shares; 2025Q2: 6,515 shares 6,515 $37.7M 0.84% -46 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,711 shares; 2024Q4: 15,608 shares; 2025Q1: 52,626 shares; 2025Q2: 135,542 shares 135,542 $37.4M 0.83% +82,916 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,056 shares; 2024Q4: 172,220 shares; 2025Q1: 169,746 shares; 2025Q2: 169,270 shares 169,270 $34.6M 0.77% -476 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,350 shares; 2024Q4: 210,260 shares; 2025Q1: 210,227 shares; 2025Q2: 210,665 shares 210,665 $33.6M 0.74% +438 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729,480 shares; 2024Q4: 743,852 shares; 2025Q1: 747,731 shares; 2025Q2: 698,559 shares 698,559 $33.1M 0.73% -49,172 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,594 shares; 2024Q4: 481,822 shares; 2025Q1: 478,264 shares; 2025Q2: 473,776 shares 473,776 $32.9M 0.73% -4,488 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,490 shares; 2024Q4: 121,964 shares; 2025Q1: 121,013 shares; 2025Q2: 119,634 shares 119,634 $32.7M 0.72% -1,379 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,958 shares; 2024Q4: 227,486 shares; 2025Q1: 232,384 shares; 2025Q2: 235,058 shares 235,058 $32.6M 0.72% +2,674 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,732 shares; 2024Q4: 70,626 shares; 2025Q1: 68,532 shares; 2025Q2: 68,132 shares 68,132 $32M 0.71% -400 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,310 shares; 2025Q2: 172,506 shares 172,506 $31.4M 0.69% +113,196 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,808 shares; 2024Q4: 351,563 shares; 2025Q1: 362,183 shares; 2025Q2: 362,840 shares 362,840 $30.1M 0.67% +657 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,174 shares; 2024Q4: 137,067 shares; 2025Q1: 134,316 shares; 2025Q2: 133,120 shares 133,120 $29.1M 0.64% -1,196 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,943 shares; 2024Q4: 179,670 shares; 2025Q1: 133,477 shares; 2025Q2: 131,015 shares 131,015 $28.6M 0.63% -2,462 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,575 shares; 2024Q4: 76,526 shares; 2025Q1: 75,935 shares; 2025Q2: 75,263 shares 75,263 $27.6M 0.61% -672 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,667 shares; 2024Q4: 67,167 shares; 2025Q1: 67,532 shares; 2025Q2: 68,154 shares 68,154 $26.5M 0.59% +622 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,934 shares; 2024Q4: 33,045 shares; 2025Q1: 33,536 shares; 2025Q2: 34,035 shares 34,035 $23.8M 0.53% +499 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,492 shares; 2024Q4: 321,336 shares; 2025Q1: 321,093 shares; 2025Q2: 324,815 shares 324,815 $23.1M 0.51% +3,722 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,023 shares; 2024Q4: 549,034 shares; 2025Q1: 555,835 shares; 2025Q2: 569,146 shares 569,146 $23M 0.51% +13,311 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,995 shares; 2024Q4: 97,252 shares; 2025Q1: 97,834 shares; 2025Q2: 97,897 shares 97,897 $22.5M 0.5% +63 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,091 shares; 2024Q4: 205,183 shares; 2025Q1: 210,756 shares; 2025Q2: 211,123 shares 211,123 $22.2M 0.49% +367 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,165 shares; 2024Q4: 159,838 shares; 2025Q1: 163,875 shares; 2025Q2: 166,625 shares 166,625 $22M 0.49% +2,750 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,980 shares; 2024Q4: 306,040 shares; 2025Q1: 314,202 shares; 2025Q2: 323,461 shares 323,461 $22M 0.49% +9,259 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,131 shares; 2024Q4: 28,535 shares; 2025Q1: 28,752 shares; 2025Q2: 29,720 shares 29,720 $21.8M 0.48% +968 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,234 shares; 2024Q4: 74,291 shares; 2025Q1: 73,958 shares; 2025Q2: 74,491 shares 74,491 $21.7M 0.48% +533 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,468 shares; 2024Q4: 97,840 shares; 2025Q1: 93,602 shares; 2025Q2: 92,433 shares 92,433 $21.5M 0.48% -1,169 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,267 shares; 2024Q4: 166,872 shares; 2025Q1: 167,705 shares; 2025Q2: 160,818 shares 160,818 $21.4M 0.47% -6,887 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 235,003 shares; 2025Q1: 221,426 shares; 2025Q2: 217,038 shares 217,038 $21.2M 0.47% -4,388 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,323 shares; 2024Q4: 166,909 shares; 2025Q1: 170,710 shares; 2025Q2: 172,447 shares 172,447 $20.6M 0.46% +1,737 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,144 shares; 2024Q4: 55,629 shares; 2025Q1: 59,003 shares; 2025Q2: 62,475 shares 62,475 $19.8M 0.44% +3,472 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,277 shares; 2024Q4: 143,677 shares; 2025Q1: 145,755 shares; 2025Q2: 147,483 shares 147,483 $19.8M 0.44% +1,728 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,825 shares; 2024Q4: 205,707 shares; 2025Q1: 222,174 shares; 2025Q2: 224,157 shares 224,157 $19.7M 0.44% +1,983 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,050 shares; 2024Q4: 97,085 shares; 2025Q1: 97,366 shares; 2025Q2: 97,369 shares 97,369 $19.3M 0.43% +3 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,575 shares; 2024Q4: 116,376 shares; 2025Q1: 118,061 shares; 2025Q2: 124,368 shares 124,368 $19M 0.42% +6,307 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 10,427 shares; 2025Q1: 11,491 shares; 2025Q2: 14,103 shares 14,103 $18.9M 0.42% +2,612 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,407 shares; 2024Q4: 136,795 shares; 2025Q1: 131,524 shares; 2025Q2: 130,502 shares 130,502 $18.7M 0.41% -1,022 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 264,030 shares 264,030 $18.7M 0.41% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,915 shares; 2024Q4: 13,933 shares; 2025Q1: 13,785 shares; 2025Q2: 203,600 shares 203,600 $18.4M 0.41% +189,815 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,618 shares; 2024Q4: 46,831 shares; 2025Q1: 46,331 shares; 2025Q2: 45,351 shares 45,351 $18M 0.4% -980 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,242 shares; 2024Q4: 61,800 shares; 2025Q1: 46,616 shares; 2025Q2: 45,968 shares 45,968 $17.8M 0.39% -648 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,640 shares; 2024Q4: 54,353 shares; 2025Q1: 52,063 shares; 2025Q2: 52,017 shares 52,017 $17.7M 0.39% -46 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,899 shares; 2024Q4: 22,672 shares; 2025Q1: 22,536 shares; 2025Q2: 22,141 shares 22,141 $17.6M 0.39% -395 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,604 shares; 2024Q4: 136,627 shares; 2025Q1: 139,820 shares; 2025Q2: 140,247 shares 140,247 $17.4M 0.39% +427 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,810 shares; 2024Q4: 55,182 shares; 2025Q1: 60,298 shares; 2025Q2: 63,665 shares 63,665 $16.4M 0.36% +3,367 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,803 shares; 2024Q4: 61,292 shares; 2025Q1: 60,692 shares; 2025Q2: 60,652 shares 60,652 $16.4M 0.36% -40 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,378 shares; 2024Q4: 40,834 shares; 2025Q1: 40,221 shares; 2025Q2: 39,717 shares 39,717 $16.1M 0.36% -504 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,191 shares; 2024Q4: 462,972 shares; 2025Q1: 470,666 shares; 2025Q2: 473,935 shares 473,935 $16.1M 0.36% +3,269 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,740 shares; 2024Q4: 53,722 shares; 2025Q1: 53,182 shares; 2025Q2: 54,685 shares 54,685 $16M 0.35% +1,503 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,000 shares; 2024Q4: 120,022 shares; 2025Q1: 120,261 shares; 2025Q2: 120,393 shares 120,393 $15.9M 0.35% +132 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,296 shares; 2024Q4: 45,478 shares; 2025Q1: 45,108 shares; 2025Q2: 45,120 shares 45,120 $15.5M 0.34% +12 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,067 shares; 2024Q4: 42,177 shares; 2025Q1: 43,047 shares; 2025Q2: 43,241 shares 43,241 $15.4M 0.34% +194 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,188 shares; 2024Q4: 231,980 shares; 2025Q1: 219,842 shares; 2025Q2: 219,990 shares 219,990 $15.3M 0.34% +148 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,022 shares; 2024Q4: 159,235 shares; 2025Q1: 159,479 shares; 2025Q2: 156,500 shares 156,500 $14.9M 0.33% -2,979 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,737 shares; 2024Q4: 82,150 shares; 2025Q1: 82,255 shares; 2025Q2: 81,134 shares 81,134 $14.9M 0.33% -1,121 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,783 shares; 2024Q4: 65,382 shares; 2025Q1: 65,031 shares; 2025Q2: 65,269 shares 65,269 $14.5M 0.32% +238 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,246 shares; 2024Q4: 177,492 shares; 2025Q1: 178,936 shares; 2025Q2: 176,286 shares 176,286 $14.2M 0.31% -2,650 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,055 shares; 2024Q4: 17,786 shares; 2025Q1: 18,188 shares; 2025Q2: 18,485 shares 18,485 $13.9M 0.31% +297 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,324 shares; 2024Q4: 253,965 shares; 2025Q1: 217,265 shares; 2025Q2: 205,026 shares 205,026 $13.8M 0.31% -12,239 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,628 shares; 2024Q4: 122,328 shares; 2025Q1: 122,656 shares; 2025Q2: 122,347 shares 122,347 $13.6M 0.3% -309 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,822 shares; 2024Q4: 26,706 shares; 2025Q1: 26,574 shares; 2025Q2: 26,428 shares 26,428 $13.5M 0.3% -146 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,393 shares; 2024Q4: 48,760 shares; 2025Q1: 51,107 shares; 2025Q2: 53,513 shares 53,513 $13.4M 0.3% +2,406 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,801 shares; 2024Q4: 134,600 shares; 2025Q1: 131,551 shares; 2025Q2: 131,519 shares 131,519 $13.3M 0.29% -32 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,683 shares; 2024Q4: 244,772 shares; 2025Q1: 242,666 shares; 2025Q2: 243,473 shares 243,473 $13.3M 0.29% +807 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,208 shares; 2024Q4: 6,208 shares; 2025Q1: 56,694 shares; 2025Q2: 59,524 shares 59,524 $13.3M 0.29% +2,830 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,403 shares; 2024Q4: 93,771 shares; 2025Q1: 102,650 shares; 2025Q2: 104,754 shares 104,754 $12.9M 0.29% +2,104 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,466 shares; 2024Q4: 44,798 shares; 2025Q1: 44,215 shares; 2025Q2: 42,239 shares 42,239 $12.9M 0.29% -1,976 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,653 shares; 2024Q4: 20,589 shares; 2025Q1: 19,725 shares; 2025Q2: 19,120 shares 19,120 $11.8M 0.26% -605 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,881 shares; 2024Q4: 218,921 shares; 2025Q1: 150,892 shares; 2025Q2: 150,110 shares 150,110 $11.7M 0.26% -782 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,884 shares; 2024Q4: 203,848 shares; 2025Q1: 202,595 shares; 2025Q2: 202,611 shares 202,611 $11.4M 0.25% +16 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,343 shares; 2024Q4: 97,504 shares; 2025Q1: 102,572 shares; 2025Q2: 104,948 shares 104,948 $11.3M 0.25% +2,376 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,430 shares; 2024Q4: 37,189 shares; 2025Q1: 43,033 shares; 2025Q2: 46,957 shares 46,957 $11.2M 0.25% +3,924 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,478 shares; 2024Q4: 81,150 shares; 2025Q1: 98,728 shares; 2025Q2: 102,560 shares 102,560 $11.1M 0.24% +3,832 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,613 shares; 2024Q4: 84,607 shares; 2025Q1: 99,123 shares; 2025Q2: 102,175 shares 102,175 $10.9M 0.24% +3,052 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 44,947 shares; 2025Q1: 53,889 shares; 2025Q2: 62,947 shares 62,947 $10.9M 0.24% +9,058 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,435 shares; 2024Q4: 93,415 shares; 2025Q1: 130,575 shares; 2025Q2: 133,526 shares 133,526 $10.7M 0.24% +2,951 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,658 shares; 2024Q4: 99,651 shares; 2025Q1: 102,129 shares; 2025Q2: 102,181 shares 102,181 $10.5M 0.23% +52 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135,935 shares 135,935 $10.3M 0.23% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,852 shares; 2024Q4: 86,744 shares; 2025Q1: 114,645 shares; 2025Q2: 120,895 shares 120,895 $10.2M 0.23% +6,250 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,298 shares; 2024Q4: 136,732 shares; 2025Q1: 136,535 shares; 2025Q2: 130,115 shares 130,115 $10.1M 0.22% -6,420 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,191 shares; 2024Q4: 3,897 shares; 2025Q1: 3,374 shares; 2025Q2: 97,450 shares 97,450 $9.09M 0.2% +94,076 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,222 shares; 2024Q4: 57,715 shares; 2025Q1: 61,200 shares; 2025Q2: 69,513 shares 69,513 $8.93M 0.2% +8,313 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,799 shares; 2025Q1: 103,872 shares; 2025Q2: 107,131 shares 107,131 $8.62M 0.19% +3,259 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,018 shares 26,018 $8.6M 0.19% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,573 shares; 2025Q2: 114,530 shares 114,530 $8.48M 0.19% +15,957 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,993 shares; 2024Q4: 3,918 shares; 2025Q1: 27,243 shares; 2025Q2: 28,617 shares 28,617 $8.44M 0.19% +1,374 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,654 shares; 2024Q4: 29,029 shares; 2025Q1: 38,693 shares; 2025Q2: 39,671 shares 39,671 $8.24M 0.18% +978 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,077 shares; 2024Q4: 36,941 shares; 2025Q1: 35,858 shares; 2025Q2: 36,683 shares 36,683 $7.92M 0.18% +825 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares 10 $7.29M 0.16% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,494 shares; 2024Q4: 48,209 shares; 2025Q1: 59,266 shares; 2025Q2: 62,796 shares 62,796 $6.95M 0.15% +3,530 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,437 shares; 2024Q4: 10,546 shares; 2025Q1: 10,524 shares; 2025Q2: 10,685 shares 10,685 $6.63M 0.15% +161 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,120 shares; 2024Q4: 9,451 shares; 2025Q1: 9,576 shares; 2025Q2: 10,041 shares 10,041 $5.71M 0.13% +465 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,122 shares; 2024Q4: 158,650 shares; 2025Q1: 171,324 shares; 2025Q2: 175,802 shares 175,802 $5.31M 0.12% +4,478 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,984 shares; 2024Q4: 49,944 shares; 2025Q1: 49,019 shares; 2025Q2: 16,614 shares 16,614 $5.18M 0.11% -32,405 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,052 shares; 2024Q4: 55,707 shares; 2025Q1: 54,990 shares; 2025Q2: 55,630 shares 55,630 $5.1M 0.11% +640 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,366 shares; 2024Q4: 4,985 shares; 2025Q1: 8,861 shares; 2025Q2: 9,535 shares 9,535 $5.01M 0.11% +674 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,600 shares; 2025Q2: 36,062 shares 36,062 $4.89M 0.11% +2,462 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,005 shares; 2024Q4: 47,551 shares; 2025Q1: 19,928 shares; 2025Q2: 15,816 shares 15,816 $4.42M 0.1% -4,112 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,202 shares; 2024Q4: 58,202 shares; 2025Q1: 215,900 shares; 2025Q2: 215,900 shares 215,900 $4.05M 0.09% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,811 shares; 2024Q4: 12,701 shares; 2025Q1: 13,724 shares; 2025Q2: 13,898 shares 13,898 $3.9M 0.09% +174 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,395 shares; 2024Q4: 54,342 shares; 2025Q1: 51,549 shares; 2025Q2: 51,408 shares 51,408 $3.89M 0.09% -141 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,122 shares; 2024Q4: 46,251 shares; 2025Q1: 45,281 shares; 2025Q2: 12,566 shares 12,566 $3.76M 0.08% -32,715 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,286 shares; 2024Q4: 53,710 shares; 2025Q1: 53,284 shares; 2025Q2: 52,309 shares 52,309 $3.73M 0.08% -975 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,633 shares; 2024Q4: 29,612 shares; 2025Q1: 27,762 shares; 2025Q2: 26,972 shares 26,972 $3.66M 0.08% -790 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,637 shares; 2024Q4: 11,548 shares; 2025Q1: 11,414 shares; 2025Q2: 11,414 shares 11,414 $3.64M 0.08% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,489 shares; 2024Q4: 24,540 shares; 2025Q1: 25,498 shares; 2025Q2: 24,740 shares 24,740 $3.34M 0.07% -758 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,206 shares; 2024Q4: 30,260 shares; 2025Q1: 30,040 shares; 2025Q2: 29,981 shares 29,981 $3.28M 0.07% -59 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,969 shares; 2024Q4: 14,715 shares; 2025Q1: 14,220 shares; 2025Q2: 13,857 shares 13,857 $3.07M 0.07% -363 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784,976 shares; 2024Q4: 801,684 shares; 2025Q1: 817,627 shares; 2025Q2: 59,649 shares 59,649 $3.02M 0.07% -757,978 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,340 shares; 2024Q4: 91,047 shares; 2025Q1: 93,800 shares; 2025Q2: 22,824 shares 22,824 $3M 0.07% -70,976 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,959 shares; 2024Q4: 108,874 shares; 2025Q1: 100,632 shares; 2025Q2: 98,063 shares 98,063 $2.96M 0.07% -2,569 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,922 shares; 2024Q4: 5,936 shares; 2025Q1: 5,992 shares; 2025Q2: 5,761 shares 5,761 $2.94M 0.07% -231 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,671 shares; 2024Q4: 47,758 shares; 2025Q1: 44,672 shares; 2025Q2: 44,839 shares 44,839 $2.73M 0.06% +167 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,955 shares; 2024Q4: 14,982 shares; 2025Q1: 14,879 shares; 2025Q2: 14,637 shares 14,637 $2.72M 0.06% -242 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,899 shares; 2024Q4: 56,670 shares; 2025Q1: 56,020 shares; 2025Q2: 55,312 shares 55,312 $2.71M 0.06% -708 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,307 shares; 2024Q4: 20,875 shares; 2025Q1: 19,730 shares; 2025Q2: 19,499 shares 19,499 $2.63M 0.06% -231 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,794 shares; 2024Q4: 13,151 shares; 2025Q1: 12,079 shares; 2025Q2: 12,412 shares 12,412 $2.6M 0.06% +333 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,338 shares; 2024Q4: 8,338 shares; 2025Q1: 8,277 shares; 2025Q2: 8,261 shares 8,261 $2.56M 0.06% -16 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,378 shares; 2024Q4: 5,242 shares; 2025Q1: 4,984 shares; 2025Q2: 4,603 shares 4,603 $2.54M 0.06% -381 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,423 shares; 2024Q4: 16,540 shares; 2025Q1: 16,842 shares; 2025Q2: 15,617 shares 15,617 $2.49M 0.06% -1,225 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,605 shares; 2024Q4: 39,301 shares; 2025Q1: 15,798 shares; 2025Q2: 16,672 shares 16,672 $2.37M 0.05% +874 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 21,953 shares; 2025Q1: 21,446 shares; 2025Q2: 21,394 shares 21,394 $2.34M 0.05% -52 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,284 shares; 2024Q4: 5,552 shares; 2025Q1: 6,104 shares; 2025Q2: 6,464 shares 6,464 $2.27M 0.05% +360 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,846 shares; 2024Q4: 17,304 shares; 2025Q1: 15,546 shares; 2025Q2: 15,230 shares 15,230 $2.22M 0.05% -316 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,612 shares; 2024Q4: 40,445 shares; 2025Q1: 27,099 shares; 2025Q2: 25,409 shares 25,409 $2.17M 0.05% -1,690 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,962 shares; 2024Q4: 16,517 shares; 2025Q1: 16,516 shares; 2025Q2: 15,560 shares 15,560 $2.12M 0.05% -956 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,305 shares; 2024Q4: 19,419 shares; 2025Q1: 19,631 shares; 2025Q2: 19,419 shares 19,419 $2.06M 0.05% -212 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,507 shares; 2024Q4: 3,355 shares; 2025Q1: 3,339 shares; 2025Q2: 3,542 shares 3,542 $2.02M 0.04% +203 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,085 shares; 2024Q4: 69,355 shares; 2025Q1: 69,247 shares; 2025Q2: 12,372 shares 12,372 $1.93M 0.04% -56,875 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,932 shares; 2024Q4: 22,432 shares; 2025Q1: 22,435 shares; 2025Q2: 20,519 shares 20,519 $1.87M 0.04% -1,916 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,123 shares; 2024Q4: 9,268 shares; 2025Q1: 9,155 shares; 2025Q2: 9,146 shares 9,146 $1.68M 0.04% -9 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,434 shares; 2024Q4: 11,434 shares; 2025Q1: 11,414 shares; 2025Q2: 11,467 shares 11,467 $1.67M 0.04% +53 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,565 shares; 2025Q1: 1,488 shares; 2025Q2: 1,462 shares 1,462 $1.53M 0.03% -26 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,224 shares; 2024Q4: 59,515 shares; 2025Q1: 59,661 shares; 2025Q2: 59,285 shares 59,285 $1.45M 0.03% -376 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,865 shares; 2024Q4: 68,275 shares; 2025Q1: 59,955 shares; 2025Q2: 59,434 shares 59,434 $1.44M 0.03% -521 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,156 shares; 2024Q4: 9,909 shares; 2025Q1: 7,616 shares; 2025Q2: 7,915 shares 7,915 $1.41M 0.03% +299 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,128 shares; 2024Q4: 54,299 shares; 2025Q1: 54,220 shares; 2025Q2: 55,290 shares 55,290 $1.4M 0.03% +1,070 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,944 shares; 2024Q4: 2,354 shares; 2025Q1: 2,525 shares; 2025Q2: 2,434 shares 2,434 $1.37M 0.03% -91 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,148 shares; 2024Q4: 11,995 shares; 2025Q1: 10,581 shares; 2025Q2: 10,453 shares 10,453 $1.36M 0.03% -128 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,160 shares; 2024Q4: 10,305 shares; 2025Q1: 10,351 shares; 2025Q2: 10,175 shares 10,175 $1.36M 0.03% -176 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,039 shares; 2024Q4: 198,531 shares; 2025Q1: 28,479 shares; 2025Q2: 18,893 shares 18,893 $1.31M 0.03% -9,586 Timeline BZH BEAZER HOMES USA INC More: the full row for BEAZER HOMES USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,068 shares; 2024Q4: 53,068 shares; 2025Q1: 53,068 shares; 2025Q2: 53,068 shares 53,068 $1.19M 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,388 shares; 2024Q4: 8,346 shares; 2025Q1: 8,753 shares; 2025Q2: 8,753 shares 8,753 $1.17M 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,924 shares; 2024Q4: 4,873 shares; 2025Q1: 4,929 shares; 2025Q2: 4,354 shares 4,354 $1.1M 0.02% -575 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,222 shares; 2024Q4: 24,505 shares; 2025Q1: 23,893 shares; 2025Q2: 23,153 shares 23,153 $1.07M 0.02% -740 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,162 shares; 2024Q4: 5,141 shares; 2025Q1: 5,067 shares; 2025Q2: 4,974 shares 4,974 $1.04M 0.02% -93 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,093 shares; 2024Q4: 59,396 shares; 2025Q1: 24,146 shares; 2025Q2: 23,616 shares 23,616 $1.02M 0.02% -530 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,735 shares; 2024Q4: 2,461 shares; 2025Q1: 2,302 shares; 2025Q2: 2,310 shares 2,310 $1.01M 0.02% +8 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,605 shares; 2024Q4: 10,021 shares; 2025Q1: 10,104 shares; 2025Q2: 9,906 shares 9,906 $983K 0.02% -198 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,323 shares; 2024Q4: 32,597 shares; 2025Q1: 33,242 shares; 2025Q2: 33,353 shares 33,353 $974K 0.02% +111 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,025 shares; 2024Q4: 6,025 shares; 2025Q1: 5,771 shares; 2025Q2: 5,842 shares 5,842 $950K 0.02% +71 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,076 shares; 2024Q4: 16,828 shares; 2025Q1: 15,875 shares; 2025Q2: 16,223 shares 16,223 $910K 0.02% +348 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,035 shares; 2024Q4: 39,568 shares; 2025Q1: 38,503 shares; 2025Q2: 40,984 shares 40,984 $906K 0.02% +2,481 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,603 shares; 2024Q4: 15,403 shares; 2025Q1: 15,161 shares; 2025Q2: 15,157 shares 15,157 $904K 0.02% -4 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,205 shares; 2024Q4: 8,205 shares; 2025Q1: 8,205 shares; 2025Q2: 8,205 shares 8,205 $903K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 2,915 shares; 2025Q1: 2,974 shares; 2025Q2: 2,915 shares 2,915 $889K 0.02% -59 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,314 shares; 2024Q4: 16,314 shares; 2025Q1: 16,314 shares; 2025Q2: 19,189 shares 19,189 $878K 0.02% +2,875 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,283 shares; 2024Q4: 12,765 shares; 2025Q1: 12,778 shares; 2025Q2: 12,627 shares 12,627 $871K 0.02% -151 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 1,867 shares; 2025Q1: 1,865 shares; 2025Q2: 1,887 shares 1,887 $840K 0.02% +22 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 862 shares; 2024Q4: 831 shares; 2025Q1: 1,267 shares; 2025Q2: 1,255 shares 1,255 $832K 0.02% -12 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 3,996 shares; 2025Q2: 3,996 shares 3,996 $821K 0.02% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,436 shares; 2024Q4: 5,436 shares; 2025Q1: 5,436 shares; 2025Q2: 5,436 shares 5,436 $820K 0.02% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,652 shares; 2025Q1: 1,652 shares; 2025Q2: 1,663 shares 1,663 $816K 0.02% +11 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,801 shares; 2025Q2: 2,760 shares 2,760 $812K 0.02% -41 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,901 shares; 2024Q4: 6,901 shares; 2025Q1: 6,904 shares; 2025Q2: 6,901 shares 6,901 $789K 0.02% -3 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,415 shares; 2024Q4: 4,415 shares; 2025Q1: 4,415 shares; 2025Q2: 4,415 shares 4,415 $781K 0.02% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,868 shares; 2024Q4: 6,868 shares; 2025Q1: 6,870 shares; 2025Q2: 7,071 shares 7,071 $777K 0.02% +201 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,099 shares; 2024Q4: 25,099 shares; 2025Q1: 25,109 shares; 2025Q2: 17,759 shares 17,759 $763K 0.02% -7,350 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,451 shares; 2024Q4: 7,393 shares; 2025Q1: 7,270 shares; 2025Q2: 7,245 shares 7,245 $743K 0.02% -25 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,119 shares; 2024Q4: 7,822 shares; 2025Q1: 8,333 shares; 2025Q2: 8,079 shares 8,079 $737K 0.02% -254 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,177 shares; 2024Q4: 27,902 shares; 2025Q1: 26,944 shares; 2025Q2: 26,983 shares 26,983 $715K 0.02% +39 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,143 shares; 2024Q4: 28,638 shares; 2025Q1: 27,945 shares; 2025Q2: 28,338 shares 28,338 $635K 0.01% +393 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 2,675 shares; 2025Q1: 2,666 shares; 2025Q2: 2,685 shares 2,685 $614K 0.01% +19 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,285 shares; 2024Q4: 9,285 shares; 2025Q1: 9,285 shares; 2025Q2: 9,270 shares 9,270 $614K 0.01% -15 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 4,039 shares; 2025Q2: 5,759 shares 5,759 $602K 0.01% +1,720 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 8,511 shares; 2025Q1: 7,693 shares; 2025Q2: 4,845 shares 4,845 $597K 0.01% -2,848 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,606 shares; 2024Q4: 9,238 shares; 2025Q1: 9,238 shares; 2025Q2: 9,238 shares 9,238 $576K 0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,629 shares; 2025Q1: 4,629 shares; 2025Q2: 4,829 shares 4,829 $575K 0.01% +200 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,816 shares; 2024Q4: 11,682 shares; 2025Q1: 11,702 shares; 2025Q2: 11,639 shares 11,639 $573K 0.01% -63 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,625 shares; 2025Q1: 21,625 shares; 2025Q2: 22,225 shares 22,225 $563K 0.01% +600 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,653 shares; 2025Q1: 8,199 shares; 2025Q2: 8,103 shares 8,103 $553K 0.01% -96 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,696 shares; 2024Q4: 4,696 shares; 2025Q1: 4,696 shares; 2025Q2: 5,152 shares 5,152 $537K 0.01% +456 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 594 shares; 2025Q1: 794 shares; 2025Q2: 755 shares 755 $534K 0.01% -39 Timeline NRDS NERDWALLET INC More: the full row for NERDWALLET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,232 shares; 2024Q4: 56,278 shares; 2025Q1: 56,278 shares; 2025Q2: 48,278 shares 48,278 $530K 0.01% -8,000 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,759 shares; 2024Q4: 4,801 shares; 2025Q1: 2,935 shares; 2025Q2: 2,401 shares 2,401 $525K 0.01% -534 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,459 shares; 2024Q4: 6,407 shares; 2025Q1: 6,415 shares; 2025Q2: 6,407 shares 6,407 $518K 0.01% -8 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,064 shares; 2025Q1: 2,074 shares; 2025Q2: 2,073 shares 2,073 $509K 0.01% -1 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,682 shares; 2024Q4: 449,925 shares; 2025Q1: 460,328 shares; 2025Q2: 8,632 shares 8,632 $491K 0.01% -451,696 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,917 shares; 2024Q4: 7,917 shares; 2025Q1: 6,929 shares; 2025Q2: 7,620 shares 7,620 $479K 0.01% +691 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,514 shares; 2025Q2: 1,600 shares 1,600 $477K 0.01% +86 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,030 shares; 2024Q4: 19,350 shares; 2025Q1: 20,527 shares; 2025Q2: 20,527 shares 20,527 $477K 0.01% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,512 shares; 2024Q4: 11,204 shares; 2025Q1: 11,204 shares; 2025Q2: 11,204 shares 11,204 $474K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,966 shares; 2024Q4: 11,050 shares; 2025Q1: 11,052 shares; 2025Q2: 11,054 shares 11,054 $467K 0.01% +2 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,714 shares; 2024Q4: 1,931 shares; 2025Q1: 2,083 shares; 2025Q2: 2,011 shares 2,011 $457K 0.01% -72 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,471 shares; 2025Q2: 1,670 shares 1,670 $456K 0.01% +199 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,504 shares; 2024Q4: 2,284 shares; 2025Q1: 2,284 shares; 2025Q2: 2,475 shares 2,475 $452K 0.01% +191 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 6,705 shares; 2025Q1: 6,705 shares; 2025Q2: 6,705 shares 6,705 $449K 0.01% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,119 shares 12,119 $433K 0.01% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,542 shares; 2024Q4: 16,838 shares; 2025Q1: 15,690 shares; 2025Q2: 16,221 shares 16,221 $417K 0.01% +531 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,408 shares; 2024Q4: 11,512 shares; 2025Q1: 11,512 shares; 2025Q2: 11,512 shares 11,512 $409K 0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 103 shares; 2025Q2: 110 shares 110 $408K 0.01% +7 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 927 shares; 2025Q1: 1,007 shares; 2025Q2: 873 shares 873 $404K 0.01% -134 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,424 shares; 2024Q4: 2,535 shares; 2025Q1: 2,251 shares; 2025Q2: 2,311 shares 2,311 $403K 0.01% +60 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,837 shares; 2024Q4: 3,837 shares; 2025Q1: 3,811 shares; 2025Q2: 3,807 shares 3,807 $401K 0.01% -4 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,827 shares; 2024Q4: 2,854 shares; 2025Q1: 2,972 shares; 2025Q2: 2,582 shares 2,582 $397K 0.01% -390 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 4,014 shares; 2025Q1: 4,014 shares; 2025Q2: 4,398 shares 4,398 $392K 0.01% +384 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,610 shares; 2025Q1: 2,460 shares; 2025Q2: 2,460 shares 2,460 $375K 0.01% 0 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,347 shares; 2024Q4: 7,837 shares; 2025Q1: 7,437 shares; 2025Q2: 7,437 shares 7,437 $373K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 1,518 shares; 2025Q1: 1,530 shares; 2025Q2: 1,314 shares 1,314 $371K 0.01% -216 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,556 shares; 2024Q4: 245,734 shares; 2025Q1: 245,734 shares; 2025Q2: 121,438 shares 121,438 $364K 0.01% -124,296 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,101 shares; 2024Q4: 17,641 shares; 2025Q1: 18,348 shares; 2025Q2: 11,707 shares 11,707 $363K 0.01% -6,641 Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,227 shares; 2024Q4: 15,227 shares; 2025Q1: 15,227 shares; 2025Q2: 15,227 shares 15,227 $363K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 622 shares; 2025Q1: 663 shares; 2025Q2: 653 shares 653 $355K 0.01% -10 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,087 shares; 2025Q2: 10,087 shares 10,087 $348K 0.01% 0 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,831 shares; 2024Q4: 5,651 shares; 2025Q1: 5,316 shares; 2025Q2: 5,316 shares 5,316 $345K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,873 shares; 2024Q4: 12,192 shares; 2025Q1: 11,676 shares; 2025Q2: 11,676 shares 11,676 $343K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares 1,775 $342K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 765 shares; 2025Q1: 785 shares; 2025Q2: 780 shares 780 $341K 0.01% -5 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,945 shares; 2024Q4: 8,826 shares; 2025Q1: 4,050 shares; 2025Q2: 4,010 shares 4,010 $340K 0.01% -40 Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,458 shares; 2024Q4: 36,800 shares; 2025Q1: 36,805 shares; 2025Q2: 11,472 shares 11,472 $336K 0.01% -25,333 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,829 shares; 2024Q4: 6,829 shares; 2025Q1: 7,911 shares; 2025Q2: 7,911 shares 7,911 $336K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 6,232 shares; 2025Q1: 6,232 shares; 2025Q2: 6,232 shares 6,232 $323K 0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: 1,049 shares; 2025Q1: 1,049 shares; 2025Q2: 1,049 shares 1,049 $319K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,507 shares; 2024Q4: 11,119 shares; 2025Q1: 11,955 shares; 2025Q2: 12,726 shares 12,726 $310K 0.01% +771 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,631 shares; 2024Q4: 4,178 shares; 2025Q1: 4,298 shares; 2025Q2: 4,163 shares 4,163 $309K 0.01% -135 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 1,465 shares; 2025Q1: 1,410 shares; 2025Q2: 1,059 shares 1,059 $309K 0.01% -351 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 570 shares; 2025Q1: 584 shares; 2025Q2: 614 shares 614 $307K 0.01% +30 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,216 shares; 2024Q4: 72,233 shares; 2025Q1: not reported; 2025Q2: 12,874 shares 12,874 $304K 0.01% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 2,915 shares; 2025Q1: 2,715 shares; 2025Q2: 2,736 shares 2,736 $301K 0.01% +21 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,400 shares; 2025Q1: 23,400 shares; 2025Q2: 24,300 shares 24,300 $297K 0.01% +900 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,613 shares; 2025Q1: 3,677 shares; 2025Q2: 4,118 shares 4,118 $295K 0.01% +441 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 12,034 shares; 2025Q1: 12,345 shares; 2025Q2: 12,340 shares 12,340 $294K 0.01% -5 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: 3,277 shares; 2025Q1: 2,920 shares; 2025Q2: 3,484 shares 3,484 $291K 0.01% +564 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,379 shares; 2024Q4: 4,450 shares; 2025Q1: 4,187 shares; 2025Q2: 4,153 shares 4,153 $287K 0.01% -34 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 4,381 shares; 2025Q1: 4,368 shares; 2025Q2: 3,131 shares 3,131 $285K 0.01% -1,237 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,085 shares; 2025Q2: 948 shares 948 $284K 0.01% -137 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,026 shares; 2024Q4: 5,026 shares; 2025Q1: 5,026 shares; 2025Q2: 5,026 shares 5,026 $284K 0.01% 0 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,054 shares; 2024Q4: 27,208 shares; 2025Q1: 1,999 shares; 2025Q2: 1,423 shares 1,423 $281K 0.01% -576 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,221 shares; 2024Q4: 11,306 shares; 2025Q1: 8,478 shares; 2025Q2: 7,813 shares 7,813 $279K 0.01% -665 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,460 shares; 2025Q1: 3,997 shares; 2025Q2: 3,997 shares 3,997 $274K 0.01% 0 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares 1,130 $268K 0.01% 0 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,675 shares; 2024Q4: 4,175 shares; 2025Q1: 4,175 shares; 2025Q2: 4,175 shares 4,175 $268K 0.01% 0 Timeline VUSB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,186 shares 5,186 $259K 0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,395 shares; 2025Q2: 2,676 shares 2,676 $256K 0.01% +281 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares 2,700 $253K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,528 shares; 2025Q1: 2,518 shares; 2025Q2: 2,418 shares 2,418 $244K 0.01% -100 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,911 shares; 2024Q4: 3,911 shares; 2025Q1: 3,483 shares; 2025Q2: 3,476 shares 3,476 $243K 0.01% -7 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 1,225 shares; 2025Q1: 997 shares; 2025Q2: 800 shares 800 $243K 0.01% -197 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 2,610 shares; 2025Q1: 2,611 shares; 2025Q2: 2,588 shares 2,588 $238K 0.01% -23 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 819 shares; 2025Q2: 833 shares 833 $230K 0.01% +14 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 1,986 shares; 2025Q1: 2,009 shares; 2025Q2: 1,886 shares 1,886 $226K 0.01% -123 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,123 shares; 2025Q2: 7,761 shares 7,761 $225K <0.01% -362 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,464 shares; 2025Q2: 4,464 shares 4,464 $224K <0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,072 shares; 2025Q2: 1,998 shares 1,998 $219K <0.01% -74 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,229 shares; 2024Q4: 6,377 shares; 2025Q1: 5,522 shares; 2025Q2: 4,290 shares 4,290 $217K <0.01% -1,232 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: not reported; 2025Q1: 419 shares; 2025Q2: 411 shares 411 $217K <0.01% -8 Timeline TSBK TIMBERLAND BANCORP INC More: the full row for TIMBERLAND BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,866 shares; 2024Q4: 6,866 shares; 2025Q1: 6,866 shares; 2025Q2: 6,866 shares 6,866 $214K <0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,284 shares; 2025Q1: 1,306 shares; 2025Q2: 1,304 shares 1,304 $213K <0.01% -2 Timeline PRFZ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: 5,670 shares; 2025Q1: 5,745 shares; 2025Q2: 5,176 shares 5,176 $211K <0.01% -569 Timeline RFG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,610 shares; 2025Q2: 4,310 shares 4,310 $210K <0.01% -300 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 1,456 shares; 2025Q1: 1,620 shares; 2025Q2: 1,218 shares 1,218 $210K <0.01% -402 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,750 shares 2,750 $205K <0.01% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 697 shares 697 $205K <0.01% new Timeline RVSB RIVERVIEW BANCORP INC More: the full row for RIVERVIEW BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,300 shares; 2024Q4: 23,533 shares; 2025Q1: 23,533 shares; 2025Q2: 23,533 shares 23,533 $129K <0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,896 shares; 2024Q4: 10,896 shares; 2025Q1: 10,896 shares; 2025Q2: 10,896 shares 10,896 $95.3K <0.01% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares 12,000 $36.2K <0.01% 0 Timeline ONCY ONCOLYTICS BIOTECH INC More: the full row for ONCOLYTICS BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares 40,000 $30.9K <0.01% 0 Timeline NAUT NAUTILUS BIOTECHNOLOGY INC More: the full row for NAUTILUS BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares 30,000 $21.7K <0.01% 0 Timeline