MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635,153 shares; 2024Q4: 624,839 shares; 2025Q1: 645,237 shares; 2025Q2: 651,507 shares; 2025Q3: 609,028 shares 609,028 $315M 6.64% -42,479 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,338,035 shares; 2024Q4: 1,302,656 shares; 2025Q1: 1,275,380 shares; 2025Q2: 1,268,366 shares; 2025Q3: 1,275,194 shares 1,275,194 $238M 5.01% +6,828 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,292,858 shares; 2024Q4: 2,268,679 shares; 2025Q1: 2,234,468 shares; 2025Q2: 2,200,405 shares; 2025Q3: 2,189,030 shares 2,189,030 $204M 4.3% -11,375 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 814,379 shares; 2024Q4: 815,428 shares; 2025Q1: 814,440 shares; 2025Q2: 813,411 shares; 2025Q3: 792,020 shares 792,020 $202M 4.24% -21,391 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,931 shares; 2024Q4: 528,262 shares; 2025Q1: 541,667 shares; 2025Q2: 557,930 shares; 2025Q3: 563,504 shares 563,504 $144M 3.02% +5,574 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 621,584 shares; 2024Q4: 611,886 shares; 2025Q1: 608,344 shares; 2025Q2: 606,867 shares; 2025Q3: 604,536 shares 604,536 $133M 2.79% -2,331 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,148,016 shares; 2024Q4: 2,131,632 shares; 2025Q1: 2,102,362 shares; 2025Q2: 2,093,716 shares; 2025Q3: 2,076,732 shares 2,076,732 $113M 2.37% -16,984 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592,315 shares; 2024Q4: 1,587,884 shares; 2025Q1: 1,641,452 shares; 2025Q2: 1,691,938 shares; 2025Q3: 1,711,617 shares 1,711,617 $112M 2.35% +19,679 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903,943 shares; 2024Q4: 1,864,742 shares; 2025Q1: 1,836,739 shares; 2025Q2: 1,811,109 shares; 2025Q3: 1,798,505 shares 1,798,505 $108M 2.27% -12,604 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,812 shares; 2024Q4: 302,573 shares; 2025Q1: 299,541 shares; 2025Q2: 297,568 shares; 2025Q3: 295,818 shares 295,818 $93.3M 1.96% -1,750 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,822 shares; 2024Q4: 690,136 shares; 2025Q1: 1,099,429 shares; 2025Q2: 1,517,236 shares; 2025Q3: 1,508,713 shares 1,508,713 $90.6M 1.91% -8,523 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,548 shares; 2024Q4: 92,718 shares; 2025Q1: 91,973 shares; 2025Q2: 91,829 shares; 2025Q3: 89,070 shares 89,070 $82.4M 1.73% -2,759 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,864 shares; 2024Q4: 105,345 shares; 2025Q1: 110,761 shares; 2025Q2: 110,260 shares; 2025Q3: 110,626 shares 110,626 $81.2M 1.71% +366 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,817 shares; 2024Q4: 292,623 shares; 2025Q1: 299,342 shares; 2025Q2: 303,669 shares; 2025Q3: 303,970 shares 303,970 $74M 1.56% +301 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,604 shares; 2024Q4: 158,953 shares; 2025Q1: 158,614 shares; 2025Q2: 143,081 shares; 2025Q3: 141,812 shares 141,812 $71.3M 1.5% -1,269 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,858 shares; 2024Q4: 290,943 shares; 2025Q1: 292,179 shares; 2025Q2: 286,337 shares; 2025Q3: 285,576 shares 285,576 $69.4M 1.46% -761 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,832 shares; 2024Q4: 202,183 shares; 2025Q1: 208,771 shares; 2025Q2: 214,442 shares; 2025Q3: 216,694 shares 216,694 $69.4M 1.46% +2,252 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,998 shares; 2024Q4: 203,716 shares; 2025Q1: 200,688 shares; 2025Q2: 201,719 shares; 2025Q3: 200,308 shares 200,308 $68.4M 1.44% -1,411 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,739 shares; 2024Q4: 353,722 shares; 2025Q1: 360,059 shares; 2025Q2: 369,883 shares; 2025Q3: 374,531 shares 374,531 $66.2M 1.39% +4,648 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,878 shares; 2024Q4: 90,256 shares; 2025Q1: 87,147 shares; 2025Q2: 85,341 shares; 2025Q3: 84,051 shares 84,051 $64.1M 1.35% -1,290 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614,997 shares; 2024Q4: 620,112 shares; 2025Q1: 635,070 shares; 2025Q2: 654,268 shares; 2025Q3: 661,290 shares 661,290 $63.8M 1.34% +7,022 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,711 shares; 2024Q4: 15,608 shares; 2025Q1: 52,626 shares; 2025Q2: 135,542 shares; 2025Q3: 176,863 shares 176,863 $58.3M 1.23% +41,321 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996,539 shares; 2024Q4: 1,008,412 shares; 2025Q1: 671,252 shares; 2025Q2: 668,002 shares; 2025Q3: 672,866 shares 672,866 $52.7M 1.11% +4,864 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,624 shares; 2024Q4: 110,031 shares; 2025Q1: 107,728 shares; 2025Q2: 113,274 shares; 2025Q3: 111,052 shares 111,052 $52M 1.09% -2,222 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,004 shares; 2024Q4: 162,553 shares; 2025Q1: 164,142 shares; 2025Q2: 165,723 shares; 2025Q3: 166,611 shares 166,611 $51.4M 1.08% +888 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,665 shares; 2024Q4: 326,046 shares; 2025Q1: 245,700 shares; 2025Q2: 244,111 shares; 2025Q3: 243,589 shares 243,589 $49.6M 1.04% -522 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,520 shares; 2024Q4: 287,763 shares; 2025Q1: 288,810 shares; 2025Q2: 288,064 shares; 2025Q3: 289,926 shares 289,926 $46.1M 0.97% +1,862 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,010 shares; 2024Q4: 49,806 shares; 2025Q1: 49,587 shares; 2025Q2: 49,784 shares; 2025Q3: 49,870 shares 49,870 $45.9M 0.97% +86 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520,277 shares; 2024Q4: 532,837 shares; 2025Q1: 545,884 shares; 2025Q2: 548,651 shares; 2025Q3: 537,405 shares 537,405 $42M 0.88% -11,246 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,608 shares; 2024Q4: 402,520 shares; 2025Q1: 398,569 shares; 2025Q2: 396,949 shares; 2025Q3: 402,047 shares 402,047 $41.4M 0.87% +5,098 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801,798 shares; 2024Q4: 800,648 shares; 2025Q1: 768,830 shares; 2025Q2: 768,830 shares; 2025Q3: 768,830 shares 768,830 $40.2M 0.85% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,943 shares; 2024Q4: 179,670 shares; 2025Q1: 133,477 shares; 2025Q2: 131,015 shares; 2025Q3: 128,278 shares 128,278 $36.1M 0.76% -2,737 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729,480 shares; 2024Q4: 743,852 shares; 2025Q1: 747,731 shares; 2025Q2: 698,559 shares; 2025Q3: 690,842 shares 690,842 $35.6M 0.75% -7,717 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,566 shares; 2024Q4: 6,558 shares; 2025Q1: 6,561 shares; 2025Q2: 6,515 shares; 2025Q3: 6,502 shares 6,502 $35.1M 0.74% -13 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,056 shares; 2024Q4: 172,220 shares; 2025Q1: 169,746 shares; 2025Q2: 169,270 shares; 2025Q3: 169,119 shares 169,119 $34.4M 0.72% -151 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,958 shares; 2024Q4: 227,486 shares; 2025Q1: 232,384 shares; 2025Q2: 235,058 shares; 2025Q3: 236,619 shares 236,619 $33.7M 0.71% +1,561 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,310 shares; 2025Q2: 172,506 shares; 2025Q3: 175,389 shares 175,389 $33.3M 0.7% +2,883 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,667 shares; 2024Q4: 67,167 shares; 2025Q1: 67,532 shares; 2025Q2: 68,154 shares; 2025Q3: 68,917 shares 68,917 $32.9M 0.69% +763 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,350 shares; 2024Q4: 210,260 shares; 2025Q1: 210,227 shares; 2025Q2: 210,665 shares; 2025Q3: 211,805 shares 211,805 $32.5M 0.68% +1,140 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,732 shares; 2024Q4: 70,626 shares; 2025Q1: 68,532 shares; 2025Q2: 68,132 shares; 2025Q3: 68,207 shares 68,207 $32.4M 0.68% +75 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481,594 shares; 2024Q4: 481,822 shares; 2025Q1: 478,264 shares; 2025Q2: 473,776 shares; 2025Q3: 469,349 shares 469,349 $32.1M 0.68% -4,427 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,575 shares; 2024Q4: 76,526 shares; 2025Q1: 75,935 shares; 2025Q2: 75,263 shares; 2025Q3: 74,982 shares 74,982 $30.4M 0.64% -281 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,808 shares; 2024Q4: 351,563 shares; 2025Q1: 362,183 shares; 2025Q2: 362,840 shares; 2025Q3: 353,027 shares 353,027 $29.7M 0.62% -9,813 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 235,003 shares; 2025Q1: 221,426 shares; 2025Q2: 217,038 shares; 2025Q3: 207,936 shares 207,936 $27.9M 0.59% -9,102 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,490 shares; 2024Q4: 121,964 shares; 2025Q1: 121,013 shares; 2025Q2: 119,634 shares; 2025Q3: 115,910 shares 115,910 $27.5M 0.58% -3,724 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,174 shares; 2024Q4: 137,067 shares; 2025Q1: 134,316 shares; 2025Q2: 133,120 shares; 2025Q3: 131,484 shares 131,484 $26.5M 0.56% -1,636 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,144 shares; 2024Q4: 55,629 shares; 2025Q1: 59,003 shares; 2025Q2: 62,475 shares; 2025Q3: 58,846 shares 58,846 $26.2M 0.55% -3,629 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,934 shares; 2024Q4: 33,045 shares; 2025Q1: 33,536 shares; 2025Q2: 34,035 shares; 2025Q3: 34,426 shares 34,426 $26.1M 0.55% +391 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,277 shares; 2024Q4: 143,677 shares; 2025Q1: 145,755 shares; 2025Q2: 147,483 shares; 2025Q3: 148,452 shares 148,452 $25.3M 0.53% +969 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,023 shares; 2024Q4: 549,034 shares; 2025Q1: 555,835 shares; 2025Q2: 569,146 shares; 2025Q3: 573,365 shares 573,365 $24.8M 0.52% +4,219 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,091 shares; 2024Q4: 205,183 shares; 2025Q1: 210,756 shares; 2025Q2: 211,123 shares; 2025Q3: 210,987 shares 210,987 $24.2M 0.51% -136 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,165 shares; 2024Q4: 159,838 shares; 2025Q1: 163,875 shares; 2025Q2: 166,625 shares; 2025Q3: 167,953 shares 167,953 $23.5M 0.49% +1,328 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,131 shares; 2024Q4: 28,535 shares; 2025Q1: 28,752 shares; 2025Q2: 29,720 shares; 2025Q3: 30,032 shares 30,032 $23.2M 0.49% +312 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,575 shares; 2024Q4: 116,376 shares; 2025Q1: 118,061 shares; 2025Q2: 124,368 shares; 2025Q3: 125,250 shares 125,250 $23.2M 0.49% +882 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,995 shares; 2024Q4: 97,252 shares; 2025Q1: 97,834 shares; 2025Q2: 97,897 shares; 2025Q3: 98,161 shares 98,161 $23.2M 0.49% +264 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,492 shares; 2024Q4: 321,336 shares; 2025Q1: 321,093 shares; 2025Q2: 324,815 shares; 2025Q3: 326,422 shares 326,422 $21.8M 0.46% +1,607 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,915 shares; 2024Q4: 13,933 shares; 2025Q1: 13,785 shares; 2025Q2: 203,600 shares; 2025Q3: 201,970 shares 201,970 $21.8M 0.46% -1,630 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,825 shares; 2024Q4: 205,707 shares; 2025Q1: 222,174 shares; 2025Q2: 224,157 shares; 2025Q3: 224,488 shares 224,488 $21.5M 0.45% +331 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,234 shares; 2024Q4: 74,291 shares; 2025Q1: 73,958 shares; 2025Q2: 74,491 shares; 2025Q3: 74,938 shares 74,938 $21.2M 0.45% +447 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,267 shares; 2024Q4: 166,872 shares; 2025Q1: 167,705 shares; 2025Q2: 160,818 shares; 2025Q3: 158,401 shares 158,401 $20.6M 0.43% -2,417 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,980 shares; 2024Q4: 306,040 shares; 2025Q1: 314,202 shares; 2025Q2: 323,461 shares; 2025Q3: 324,777 shares 324,777 $20.4M 0.43% +1,316 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,810 shares; 2024Q4: 55,182 shares; 2025Q1: 60,298 shares; 2025Q2: 63,665 shares; 2025Q3: 67,791 shares 67,791 $20.4M 0.43% +4,126 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 264,030 shares; 2025Q3: 273,560 shares 273,560 $20.1M 0.42% +9,530 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,407 shares; 2024Q4: 136,795 shares; 2025Q1: 131,524 shares; 2025Q2: 130,502 shares; 2025Q3: 126,872 shares 126,872 $19.7M 0.41% -3,630 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,323 shares; 2024Q4: 166,909 shares; 2025Q1: 170,710 shares; 2025Q2: 172,447 shares; 2025Q3: 174,629 shares 174,629 $19.6M 0.41% +2,182 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,468 shares; 2024Q4: 97,840 shares; 2025Q1: 93,602 shares; 2025Q2: 92,433 shares; 2025Q3: 91,955 shares 91,955 $19.4M 0.41% -478 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,050 shares; 2024Q4: 97,085 shares; 2025Q1: 97,366 shares; 2025Q2: 97,369 shares; 2025Q3: 97,289 shares 97,289 $19.3M 0.41% -80 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,640 shares; 2024Q4: 54,353 shares; 2025Q1: 52,063 shares; 2025Q2: 52,017 shares; 2025Q3: 51,521 shares 51,521 $18.8M 0.4% -496 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,055 shares; 2024Q4: 17,786 shares; 2025Q1: 18,188 shares; 2025Q2: 18,485 shares; 2025Q3: 19,153 shares 19,153 $18.3M 0.38% +668 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,378 shares; 2024Q4: 40,834 shares; 2025Q1: 40,221 shares; 2025Q2: 39,717 shares; 2025Q3: 36,955 shares 36,955 $17.9M 0.38% -2,762 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 10,427 shares; 2025Q1: 11,491 shares; 2025Q2: 14,103 shares; 2025Q3: 14,901 shares 14,901 $17.9M 0.38% +798 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,740 shares; 2024Q4: 53,722 shares; 2025Q1: 53,182 shares; 2025Q2: 54,685 shares; 2025Q3: 55,641 shares 55,641 $16.9M 0.36% +956 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,618 shares; 2024Q4: 46,831 shares; 2025Q1: 46,331 shares; 2025Q2: 45,351 shares; 2025Q3: 45,185 shares 45,185 $16.7M 0.35% -166 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,737 shares; 2024Q4: 82,150 shares; 2025Q1: 82,255 shares; 2025Q2: 81,134 shares; 2025Q3: 81,683 shares 81,683 $16.7M 0.35% +549 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,191 shares; 2024Q4: 462,972 shares; 2025Q1: 470,666 shares; 2025Q2: 473,935 shares; 2025Q3: 471,199 shares 471,199 $16.7M 0.35% -2,736 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,393 shares; 2024Q4: 48,760 shares; 2025Q1: 51,107 shares; 2025Q2: 53,513 shares; 2025Q3: 54,671 shares 54,671 $16.7M 0.35% +1,158 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,188 shares; 2024Q4: 231,980 shares; 2025Q1: 219,842 shares; 2025Q2: 219,990 shares; 2025Q3: 219,094 shares 219,094 $16.5M 0.35% -896 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,067 shares; 2024Q4: 42,177 shares; 2025Q1: 43,047 shares; 2025Q2: 43,241 shares; 2025Q3: 43,854 shares 43,854 $16.4M 0.35% +613 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,803 shares; 2024Q4: 61,292 shares; 2025Q1: 60,692 shares; 2025Q2: 60,652 shares; 2025Q3: 59,448 shares 59,448 $16.3M 0.34% -1,204 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,604 shares; 2024Q4: 136,627 shares; 2025Q1: 139,820 shares; 2025Q2: 140,247 shares; 2025Q3: 140,274 shares 140,274 $16.1M 0.34% +27 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,296 shares; 2024Q4: 45,478 shares; 2025Q1: 45,108 shares; 2025Q2: 45,120 shares; 2025Q3: 45,200 shares 45,200 $15.7M 0.33% +80 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,022 shares; 2024Q4: 159,235 shares; 2025Q1: 159,479 shares; 2025Q2: 156,500 shares; 2025Q3: 156,737 shares 156,737 $15.4M 0.32% +237 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,403 shares; 2024Q4: 93,771 shares; 2025Q1: 102,650 shares; 2025Q2: 104,754 shares; 2025Q3: 105,526 shares 105,526 $15.3M 0.32% +772 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,246 shares; 2024Q4: 177,492 shares; 2025Q1: 178,936 shares; 2025Q2: 176,286 shares; 2025Q3: 175,301 shares 175,301 $14.8M 0.31% -985 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,324 shares; 2024Q4: 253,965 shares; 2025Q1: 217,265 shares; 2025Q2: 205,026 shares; 2025Q3: 205,180 shares 205,180 $14.6M 0.31% +154 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,466 shares; 2024Q4: 44,798 shares; 2025Q1: 44,215 shares; 2025Q2: 42,239 shares; 2025Q3: 41,660 shares 41,660 $13.7M 0.29% -579 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,683 shares; 2024Q4: 244,772 shares; 2025Q1: 242,666 shares; 2025Q2: 243,473 shares; 2025Q3: 243,075 shares 243,075 $13.7M 0.29% -398 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,628 shares; 2024Q4: 122,328 shares; 2025Q1: 122,656 shares; 2025Q2: 122,347 shares; 2025Q3: 122,292 shares 122,292 $13.6M 0.29% -55 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,993 shares; 2024Q4: 3,918 shares; 2025Q1: 27,243 shares; 2025Q2: 28,617 shares; 2025Q3: 48,084 shares 48,084 $13.6M 0.29% +19,467 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,822 shares; 2024Q4: 26,706 shares; 2025Q1: 26,574 shares; 2025Q2: 26,428 shares; 2025Q3: 26,269 shares 26,269 $13M 0.27% -159 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,653 shares; 2024Q4: 20,589 shares; 2025Q1: 19,725 shares; 2025Q2: 19,120 shares; 2025Q3: 19,023 shares 19,023 $12.7M 0.27% -97 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,783 shares; 2024Q4: 65,382 shares; 2025Q1: 65,031 shares; 2025Q2: 65,269 shares; 2025Q3: 64,877 shares 64,877 $12.6M 0.26% -392 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135,935 shares; 2025Q3: 151,308 shares 151,308 $12.4M 0.26% +15,373 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,208 shares; 2024Q4: 6,208 shares; 2025Q1: 56,694 shares; 2025Q2: 59,524 shares; 2025Q3: 59,763 shares 59,763 $12.3M 0.26% +239 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,478 shares; 2024Q4: 81,150 shares; 2025Q1: 98,728 shares; 2025Q2: 102,560 shares; 2025Q3: 105,796 shares 105,796 $11.9M 0.25% +3,236 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,430 shares; 2024Q4: 37,189 shares; 2025Q1: 43,033 shares; 2025Q2: 46,957 shares; 2025Q3: 48,168 shares 48,168 $11.5M 0.24% +1,211 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,613 shares; 2024Q4: 84,607 shares; 2025Q1: 99,123 shares; 2025Q2: 102,175 shares; 2025Q3: 106,957 shares 106,957 $11.5M 0.24% +4,782 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,654 shares; 2024Q4: 29,029 shares; 2025Q1: 38,693 shares; 2025Q2: 39,671 shares; 2025Q3: 61,740 shares 61,740 $11.3M 0.24% +22,069 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,222 shares; 2024Q4: 57,715 shares; 2025Q1: 61,200 shares; 2025Q2: 69,513 shares; 2025Q3: 74,756 shares 74,756 $11.3M 0.24% +5,243 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,801 shares; 2024Q4: 134,600 shares; 2025Q1: 131,551 shares; 2025Q2: 131,519 shares; 2025Q3: 131,519 shares 131,519 $11M 0.23% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,435 shares; 2024Q4: 93,415 shares; 2025Q1: 130,575 shares; 2025Q2: 133,526 shares; 2025Q3: 125,452 shares 125,452 $10.6M 0.22% -8,074 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,242 shares; 2024Q4: 61,800 shares; 2025Q1: 46,616 shares; 2025Q2: 45,968 shares; 2025Q3: 30,039 shares 30,039 $10.6M 0.22% -15,929 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,298 shares; 2024Q4: 136,732 shares; 2025Q1: 136,535 shares; 2025Q2: 130,115 shares; 2025Q3: 125,918 shares 125,918 $10.6M 0.22% -4,197 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,343 shares; 2024Q4: 97,504 shares; 2025Q1: 102,572 shares; 2025Q2: 104,948 shares; 2025Q3: 106,706 shares 106,706 $10.4M 0.22% +1,758 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,852 shares; 2024Q4: 86,744 shares; 2025Q1: 114,645 shares; 2025Q2: 120,895 shares; 2025Q3: 120,891 shares 120,891 $10.1M 0.21% -4 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,881 shares; 2024Q4: 218,921 shares; 2025Q1: 150,892 shares; 2025Q2: 150,110 shares; 2025Q3: 149,988 shares 149,988 $10.1M 0.21% -122 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,191 shares; 2024Q4: 3,897 shares; 2025Q1: 3,374 shares; 2025Q2: 97,450 shares; 2025Q3: 101,341 shares 101,341 $9.93M 0.21% +3,891 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,658 shares; 2024Q4: 99,651 shares; 2025Q1: 102,129 shares; 2025Q2: 102,181 shares; 2025Q3: 100,164 shares 100,164 $9.67M 0.2% -2,017 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 748 shares; 2024Q4: 622 shares; 2025Q1: 663 shares; 2025Q2: 653 shares; 2025Q3: 20,783 shares 20,783 $9.29M 0.2% +20,130 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,573 shares; 2025Q2: 114,530 shares; 2025Q3: 119,938 shares 119,938 $9.01M 0.19% +5,408 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,077 shares; 2024Q4: 36,941 shares; 2025Q1: 35,858 shares; 2025Q2: 36,683 shares; 2025Q3: 36,968 shares 36,968 $8.94M 0.19% +285 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,799 shares; 2025Q1: 103,872 shares; 2025Q2: 107,131 shares; 2025Q3: 107,794 shares 107,794 $8.88M 0.19% +663 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,018 shares; 2025Q3: 28,657 shares 28,657 $8.26M 0.17% +2,639 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,494 shares; 2024Q4: 48,209 shares; 2025Q1: 59,266 shares; 2025Q2: 62,796 shares; 2025Q3: 64,231 shares 64,231 $8.1M 0.17% +1,435 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,437 shares; 2024Q4: 10,546 shares; 2025Q1: 10,524 shares; 2025Q2: 10,685 shares; 2025Q3: 10,779 shares 10,779 $7.21M 0.15% +94 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,000 shares; 2024Q4: 120,022 shares; 2025Q1: 120,261 shares; 2025Q2: 120,393 shares; 2025Q3: 51,079 shares 51,079 $7.17M 0.15% -69,314 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,045 shares 55,045 $6.81M 0.14% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 9 shares 9 $6.79M 0.14% -1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,600 shares; 2025Q2: 36,062 shares; 2025Q3: 39,206 shares 39,206 $6.42M 0.14% +3,144 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,120 shares; 2024Q4: 9,451 shares; 2025Q1: 9,576 shares; 2025Q2: 10,041 shares; 2025Q3: 10,249 shares 10,249 $6.13M 0.13% +208 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,899 shares; 2024Q4: 22,672 shares; 2025Q1: 22,536 shares; 2025Q2: 22,141 shares; 2025Q3: 7,575 shares 7,575 $5.93M 0.12% -14,566 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,122 shares; 2024Q4: 158,650 shares; 2025Q1: 171,324 shares; 2025Q2: 175,802 shares; 2025Q3: 181,480 shares 181,480 $5.5M 0.12% +5,678 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: not reported; 2025Q1: 419 shares; 2025Q2: 411 shares; 2025Q3: 10,995 shares 10,995 $5.35M 0.11% +10,584 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,915 shares 21,915 $5.04M 0.11% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,052 shares; 2024Q4: 55,707 shares; 2025Q1: 54,990 shares; 2025Q2: 55,630 shares; 2025Q3: 55,081 shares 55,081 $4.66M 0.1% -549 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,005 shares; 2024Q4: 47,551 shares; 2025Q1: 19,928 shares; 2025Q2: 15,816 shares; 2025Q3: 15,673 shares 15,673 $4.42M 0.09% -143 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,984 shares; 2024Q4: 49,944 shares; 2025Q1: 49,019 shares; 2025Q2: 16,614 shares; 2025Q3: 12,713 shares 12,713 $4.39M 0.09% -3,901 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,395 shares; 2024Q4: 54,342 shares; 2025Q1: 51,549 shares; 2025Q2: 51,408 shares; 2025Q3: 49,773 shares 49,773 $4.1M 0.09% -1,635 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,811 shares; 2024Q4: 12,701 shares; 2025Q1: 13,724 shares; 2025Q2: 13,898 shares; 2025Q3: 13,875 shares 13,875 $4.09M 0.09% -23 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,637 shares; 2024Q4: 11,548 shares; 2025Q1: 11,414 shares; 2025Q2: 11,414 shares; 2025Q3: 11,386 shares 11,386 $3.78M 0.08% -28 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,633 shares; 2024Q4: 29,612 shares; 2025Q1: 27,762 shares; 2025Q2: 26,972 shares; 2025Q3: 26,512 shares 26,512 $3.71M 0.08% -460 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,286 shares; 2024Q4: 53,710 shares; 2025Q1: 53,284 shares; 2025Q2: 52,309 shares; 2025Q3: 51,959 shares 51,959 $3.64M 0.08% -350 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,206 shares; 2024Q4: 30,260 shares; 2025Q1: 30,040 shares; 2025Q2: 29,981 shares; 2025Q3: 29,957 shares 29,957 $3.56M 0.07% -24 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,202 shares; 2024Q4: 58,202 shares; 2025Q1: 215,900 shares; 2025Q2: 215,900 shares; 2025Q3: 215,900 shares 215,900 $3.52M 0.07% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,969 shares; 2024Q4: 14,715 shares; 2025Q1: 14,220 shares; 2025Q2: 13,857 shares; 2025Q3: 13,858 shares 13,858 $3.48M 0.07% +1 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,489 shares; 2024Q4: 24,540 shares; 2025Q1: 25,498 shares; 2025Q2: 24,740 shares; 2025Q3: 23,697 shares 23,697 $3.45M 0.07% -1,043 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,955 shares; 2024Q4: 14,982 shares; 2025Q1: 14,879 shares; 2025Q2: 14,637 shares; 2025Q3: 14,510 shares 14,510 $3.36M 0.07% -127 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,959 shares; 2024Q4: 108,874 shares; 2025Q1: 100,632 shares; 2025Q2: 98,063 shares; 2025Q3: 92,267 shares 92,267 $3.08M 0.06% -5,796 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,671 shares; 2024Q4: 47,758 shares; 2025Q1: 44,672 shares; 2025Q2: 44,839 shares; 2025Q3: 44,593 shares 44,593 $2.9M 0.06% -246 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,605 shares; 2024Q4: 39,301 shares; 2025Q1: 15,798 shares; 2025Q2: 16,672 shares; 2025Q3: 17,080 shares 17,080 $2.76M 0.06% +408 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,378 shares; 2024Q4: 5,242 shares; 2025Q1: 4,984 shares; 2025Q2: 4,603 shares; 2025Q3: 4,560 shares 4,560 $2.74M 0.06% -43 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,307 shares; 2024Q4: 20,875 shares; 2025Q1: 19,730 shares; 2025Q2: 19,499 shares; 2025Q3: 19,483 shares 19,483 $2.71M 0.06% -16 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,794 shares; 2024Q4: 13,151 shares; 2025Q1: 12,079 shares; 2025Q2: 12,412 shares; 2025Q3: 12,369 shares 12,369 $2.67M 0.06% -43 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,122 shares; 2024Q4: 46,251 shares; 2025Q1: 45,281 shares; 2025Q2: 12,566 shares; 2025Q3: 10,770 shares 10,770 $2.66M 0.06% -1,796 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,922 shares; 2024Q4: 5,936 shares; 2025Q1: 5,992 shares; 2025Q2: 5,761 shares; 2025Q3: 5,706 shares 5,706 $2.62M 0.06% -55 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,846 shares; 2024Q4: 17,304 shares; 2025Q1: 15,546 shares; 2025Q2: 15,230 shares; 2025Q3: 15,576 shares 15,576 $2.61M 0.05% +346 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,423 shares; 2024Q4: 16,540 shares; 2025Q1: 16,842 shares; 2025Q2: 15,617 shares; 2025Q3: 15,340 shares 15,340 $2.55M 0.05% -277 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 21,953 shares; 2025Q1: 21,446 shares; 2025Q2: 21,394 shares; 2025Q3: 21,036 shares 21,036 $2.53M 0.05% -358 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,284 shares; 2024Q4: 5,552 shares; 2025Q1: 6,104 shares; 2025Q2: 6,464 shares; 2025Q3: 6,609 shares 6,609 $2.5M 0.05% +145 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,899 shares; 2024Q4: 56,670 shares; 2025Q1: 56,020 shares; 2025Q2: 55,312 shares; 2025Q3: 54,727 shares 54,727 $2.46M 0.05% -585 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,338 shares; 2024Q4: 8,338 shares; 2025Q1: 8,277 shares; 2025Q2: 8,261 shares; 2025Q3: 8,246 shares 8,246 $2.43M 0.05% -15 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,340 shares; 2024Q4: 91,047 shares; 2025Q1: 93,800 shares; 2025Q2: 22,824 shares; 2025Q3: 15,111 shares 15,111 $2.26M 0.05% -7,713 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,507 shares; 2024Q4: 3,355 shares; 2025Q1: 3,339 shares; 2025Q2: 3,542 shares; 2025Q3: 3,616 shares 3,616 $2.22M 0.05% +74 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,612 shares; 2024Q4: 40,445 shares; 2025Q1: 27,099 shares; 2025Q2: 25,409 shares; 2025Q3: 24,097 shares 24,097 $2.15M 0.05% -1,312 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,305 shares; 2024Q4: 19,419 shares; 2025Q1: 19,631 shares; 2025Q2: 19,419 shares; 2025Q3: 19,419 shares 19,419 $2.14M 0.05% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,962 shares; 2024Q4: 16,517 shares; 2025Q1: 16,516 shares; 2025Q2: 15,560 shares; 2025Q3: 15,347 shares 15,347 $2.06M 0.04% -213 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 784,976 shares; 2024Q4: 801,684 shares; 2025Q1: 817,627 shares; 2025Q2: 59,649 shares; 2025Q3: 37,512 shares 37,512 $1.9M 0.04% -22,137 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,565 shares; 2025Q1: 1,488 shares; 2025Q2: 1,462 shares; 2025Q3: 1,435 shares 1,435 $1.67M 0.04% -27 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,932 shares; 2024Q4: 22,432 shares; 2025Q1: 22,435 shares; 2025Q2: 20,519 shares; 2025Q3: 20,342 shares 20,342 $1.63M 0.03% -177 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,224 shares; 2024Q4: 59,515 shares; 2025Q1: 59,661 shares; 2025Q2: 59,285 shares; 2025Q3: 58,820 shares 58,820 $1.55M 0.03% -465 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,128 shares; 2024Q4: 54,299 shares; 2025Q1: 54,220 shares; 2025Q2: 55,290 shares; 2025Q3: 55,359 shares 55,359 $1.54M 0.03% +69 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,085 shares; 2024Q4: 69,355 shares; 2025Q1: 69,247 shares; 2025Q2: 12,372 shares; 2025Q3: 10,171 shares 10,171 $1.49M 0.03% -2,201 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,865 shares; 2024Q4: 68,275 shares; 2025Q1: 59,955 shares; 2025Q2: 59,434 shares; 2025Q3: 58,090 shares 58,090 $1.48M 0.03% -1,344 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,123 shares; 2024Q4: 9,268 shares; 2025Q1: 9,155 shares; 2025Q2: 9,146 shares; 2025Q3: 8,965 shares 8,965 $1.45M 0.03% -181 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,434 shares; 2024Q4: 11,434 shares; 2025Q1: 11,414 shares; 2025Q2: 11,467 shares; 2025Q3: 11,448 shares 11,448 $1.45M 0.03% -19 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,039 shares; 2024Q4: 198,531 shares; 2025Q1: 28,479 shares; 2025Q2: 18,893 shares; 2025Q3: 18,853 shares 18,853 $1.38M 0.03% -40 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,944 shares; 2024Q4: 2,354 shares; 2025Q1: 2,525 shares; 2025Q2: 2,434 shares; 2025Q3: 2,397 shares 2,397 $1.36M 0.03% -37 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,156 shares; 2024Q4: 9,909 shares; 2025Q1: 7,616 shares; 2025Q2: 7,915 shares; 2025Q3: 7,152 shares 7,152 $1.34M 0.03% -763 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,160 shares; 2024Q4: 10,305 shares; 2025Q1: 10,351 shares; 2025Q2: 10,175 shares; 2025Q3: 10,171 shares 10,171 $1.33M 0.03% -4 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,148 shares; 2024Q4: 11,995 shares; 2025Q1: 10,581 shares; 2025Q2: 10,453 shares; 2025Q3: 10,501 shares 10,501 $1.32M 0.03% +48 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,068 shares; 2024Q4: 53,068 shares; 2025Q1: 53,068 shares; 2025Q2: 53,068 shares; 2025Q3: 53,068 shares 53,068 $1.3M 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,388 shares; 2024Q4: 8,346 shares; 2025Q1: 8,753 shares; 2025Q2: 8,753 shares; 2025Q3: 8,938 shares 8,938 $1.26M 0.03% +185 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,124 shares 14,124 $1.24M 0.03% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,924 shares; 2024Q4: 4,873 shares; 2025Q1: 4,929 shares; 2025Q2: 4,354 shares; 2025Q3: 4,410 shares 4,410 $1.24M 0.03% +56 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,556 shares; 2024Q4: 245,734 shares; 2025Q1: 245,734 shares; 2025Q2: 121,438 shares; 2025Q3: 263,556 shares 263,556 $1.08M 0.02% +142,118 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,323 shares; 2024Q4: 32,597 shares; 2025Q1: 33,242 shares; 2025Q2: 33,353 shares; 2025Q3: 33,184 shares 33,184 $1.06M 0.02% -169 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,222 shares; 2024Q4: 24,505 shares; 2025Q1: 23,893 shares; 2025Q2: 23,153 shares; 2025Q3: 23,179 shares 23,179 $1.05M 0.02% +26 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 2,915 shares; 2025Q1: 2,974 shares; 2025Q2: 2,915 shares; 2025Q3: 2,895 shares 2,895 $1.03M 0.02% -20 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,093 shares; 2024Q4: 59,396 shares; 2025Q1: 24,146 shares; 2025Q2: 23,616 shares; 2025Q3: 23,152 shares 23,152 $1.02M 0.02% -464 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,603 shares; 2024Q4: 15,403 shares; 2025Q1: 15,161 shares; 2025Q2: 15,157 shares; 2025Q3: 15,126 shares 15,126 $1.02M 0.02% -31 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,884 shares; 2024Q4: 203,848 shares; 2025Q1: 202,595 shares; 2025Q2: 202,611 shares; 2025Q3: 25,655 shares 25,655 $1.01M 0.02% -176,956 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,162 shares; 2024Q4: 5,141 shares; 2025Q1: 5,067 shares; 2025Q2: 4,974 shares; 2025Q3: 4,974 shares 4,974 $997K 0.02% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,605 shares; 2024Q4: 10,021 shares; 2025Q1: 10,104 shares; 2025Q2: 9,906 shares; 2025Q3: 9,906 shares 9,906 $993K 0.02% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,283 shares; 2024Q4: 12,765 shares; 2025Q1: 12,778 shares; 2025Q2: 12,627 shares; 2025Q3: 12,640 shares 12,640 $953K 0.02% +13 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,035 shares; 2024Q4: 39,568 shares; 2025Q1: 38,503 shares; 2025Q2: 40,984 shares; 2025Q3: 40,722 shares 40,722 $948K 0.02% -262 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,143 shares; 2024Q4: 28,638 shares; 2025Q1: 27,945 shares; 2025Q2: 28,338 shares; 2025Q3: 27,838 shares 27,838 $934K 0.02% -500 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 862 shares; 2024Q4: 831 shares; 2025Q1: 1,267 shares; 2025Q2: 1,255 shares; 2025Q3: 1,248 shares 1,248 $932K 0.02% -7 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,735 shares; 2024Q4: 2,461 shares; 2025Q1: 2,302 shares; 2025Q2: 2,310 shares; 2025Q3: 1,894 shares 1,894 $909K 0.02% -416 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,436 shares; 2024Q4: 5,436 shares; 2025Q1: 5,436 shares; 2025Q2: 5,436 shares; 2025Q3: 5,436 shares 5,436 $883K 0.02% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,801 shares; 2025Q2: 2,760 shares; 2025Q3: 2,730 shares 2,730 $882K 0.02% -30 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,314 shares; 2024Q4: 16,314 shares; 2025Q1: 16,314 shares; 2025Q2: 19,189 shares; 2025Q3: 17,989 shares 17,989 $879K 0.02% -1,200 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,205 shares; 2024Q4: 8,205 shares; 2025Q1: 8,205 shares; 2025Q2: 8,205 shares; 2025Q3: 7,276 shares 7,276 $878K 0.02% -929 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 3,996 shares; 2025Q2: 3,996 shares; 2025Q3: 3,955 shares 3,955 $857K 0.02% -41 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,868 shares; 2024Q4: 6,868 shares; 2025Q1: 6,870 shares; 2025Q2: 7,071 shares; 2025Q3: 6,911 shares 6,911 $815K 0.02% -160 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,099 shares; 2024Q4: 25,099 shares; 2025Q1: 25,109 shares; 2025Q2: 17,759 shares; 2025Q3: 17,759 shares 17,759 $812K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,652 shares; 2025Q1: 1,652 shares; 2025Q2: 1,663 shares; 2025Q3: 1,652 shares 1,652 $802K 0.02% -11 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,076 shares; 2024Q4: 16,828 shares; 2025Q1: 15,875 shares; 2025Q2: 16,223 shares; 2025Q3: 15,794 shares 15,794 $796K 0.02% -429 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,025 shares; 2024Q4: 6,025 shares; 2025Q1: 5,771 shares; 2025Q2: 5,842 shares; 2025Q3: 5,784 shares 5,784 $779K 0.02% -58 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,119 shares; 2024Q4: 7,822 shares; 2025Q1: 8,333 shares; 2025Q2: 8,079 shares; 2025Q3: 7,979 shares 7,979 $762K 0.02% -100 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 8,511 shares; 2025Q1: 7,693 shares; 2025Q2: 4,845 shares; 2025Q3: 4,451 shares 4,451 $745K 0.02% -394 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,868 shares; 2024Q4: 1,867 shares; 2025Q1: 1,865 shares; 2025Q2: 1,887 shares; 2025Q3: 1,887 shares 1,887 $739K 0.02% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,177 shares; 2024Q4: 27,902 shares; 2025Q1: 26,944 shares; 2025Q2: 26,983 shares; 2025Q3: 27,067 shares 27,067 $739K 0.02% +84 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,451 shares; 2024Q4: 7,393 shares; 2025Q1: 7,270 shares; 2025Q2: 7,245 shares; 2025Q3: 7,245 shares 7,245 $739K 0.02% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,816 shares; 2024Q4: 11,682 shares; 2025Q1: 11,702 shares; 2025Q2: 11,639 shares; 2025Q3: 11,743 shares 11,743 $716K 0.02% +104 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,901 shares; 2024Q4: 6,901 shares; 2025Q1: 6,904 shares; 2025Q2: 6,901 shares; 2025Q3: 6,901 shares 6,901 $713K 0.02% 0 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,653 shares; 2025Q1: 8,199 shares; 2025Q2: 8,103 shares; 2025Q3: 8,031 shares 8,031 $692K 0.01% -72 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,606 shares; 2024Q4: 9,238 shares; 2025Q1: 9,238 shares; 2025Q2: 9,238 shares; 2025Q3: 9,512 shares 9,512 $692K 0.01% +274 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,415 shares; 2024Q4: 4,415 shares; 2025Q1: 4,415 shares; 2025Q2: 4,415 shares; 2025Q3: 4,415 shares 4,415 $666K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,625 shares; 2025Q1: 21,625 shares; 2025Q2: 22,225 shares; 2025Q3: 22,225 shares 22,225 $658K 0.01% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,285 shares; 2024Q4: 9,285 shares; 2025Q1: 9,285 shares; 2025Q2: 9,270 shares; 2025Q3: 9,270 shares 9,270 $631K 0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 4,039 shares; 2025Q2: 5,759 shares; 2025Q3: 5,877 shares 5,877 $626K 0.01% +118 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 44,947 shares; 2025Q1: 53,889 shares; 2025Q2: 62,947 shares; 2025Q3: 4,828 shares 4,828 $622K 0.01% -58,119 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 594 shares; 2025Q1: 794 shares; 2025Q2: 755 shares; 2025Q3: 773 shares 773 $616K 0.01% +18 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,119 shares; 2025Q3: 12,219 shares 12,219 $585K 0.01% +100 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 2,675 shares; 2025Q1: 2,666 shares; 2025Q2: 2,685 shares; 2025Q3: 2,646 shares 2,646 $584K 0.01% -39 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,629 shares; 2025Q1: 4,629 shares; 2025Q2: 4,829 shares; 2025Q3: 4,829 shares 4,829 $577K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,696 shares; 2024Q4: 4,696 shares; 2025Q1: 4,696 shares; 2025Q2: 5,152 shares; 2025Q3: 4,962 shares 4,962 $569K 0.01% -190 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,459 shares; 2024Q4: 6,407 shares; 2025Q1: 6,415 shares; 2025Q2: 6,407 shares; 2025Q3: 6,407 shares 6,407 $565K 0.01% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,514 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares 1,600 $551K 0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,064 shares; 2025Q1: 2,074 shares; 2025Q2: 2,073 shares; 2025Q3: 2,068 shares 2,068 $540K 0.01% -5 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,714 shares; 2024Q4: 1,931 shares; 2025Q1: 2,083 shares; 2025Q2: 2,011 shares; 2025Q3: 1,922 shares 1,922 $538K 0.01% -89 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,759 shares; 2024Q4: 4,801 shares; 2025Q1: 2,935 shares; 2025Q2: 2,401 shares; 2025Q3: 2,366 shares 2,366 $533K 0.01% -35 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,966 shares; 2024Q4: 11,050 shares; 2025Q1: 11,052 shares; 2025Q2: 11,054 shares; 2025Q3: 10,942 shares 10,942 $520K 0.01% -112 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,030 shares; 2024Q4: 19,350 shares; 2025Q1: 20,527 shares; 2025Q2: 20,527 shares; 2025Q3: 20,880 shares 20,880 $490K 0.01% +353 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,705 shares; 2024Q4: 6,705 shares; 2025Q1: 6,705 shares; 2025Q2: 6,705 shares; 2025Q3: 6,705 shares 6,705 $486K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,512 shares; 2024Q4: 11,204 shares; 2025Q1: 11,204 shares; 2025Q2: 11,204 shares; 2025Q3: 10,860 shares 10,860 $485K 0.01% -344 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,917 shares; 2024Q4: 7,917 shares; 2025Q1: 6,929 shares; 2025Q2: 7,620 shares; 2025Q3: 7,620 shares 7,620 $483K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 103 shares; 2025Q2: 110 shares; 2025Q3: 112 shares 112 $482K 0.01% +2 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,504 shares; 2024Q4: 2,284 shares; 2025Q1: 2,284 shares; 2025Q2: 2,475 shares; 2025Q3: 2,413 shares 2,413 $469K 0.01% -62 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,827 shares; 2024Q4: 2,854 shares; 2025Q1: 2,972 shares; 2025Q2: 2,582 shares; 2025Q3: 2,582 shares 2,582 $460K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,408 shares; 2024Q4: 11,512 shares; 2025Q1: 11,512 shares; 2025Q2: 11,512 shares; 2025Q3: 11,512 shares 11,512 $435K 0.01% 0 Timeline NRDS NERDWALLET INC More: the full row for NERDWALLET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,232 shares; 2024Q4: 56,278 shares; 2025Q1: 56,278 shares; 2025Q2: 48,278 shares; 2025Q3: 40,278 shares 40,278 $433K 0.01% -8,000 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,837 shares; 2024Q4: 3,837 shares; 2025Q1: 3,811 shares; 2025Q2: 3,807 shares; 2025Q3: 3,797 shares 3,797 $424K 0.01% -10 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,471 shares; 2025Q2: 1,670 shares; 2025Q3: 1,620 shares 1,620 $422K 0.01% -50 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,366 shares; 2024Q4: 4,985 shares; 2025Q1: 8,861 shares; 2025Q2: 9,535 shares; 2025Q3: 725 shares 725 $408K 0.01% -8,810 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 927 shares; 2025Q1: 1,007 shares; 2025Q2: 873 shares; 2025Q3: 816 shares 816 $407K 0.01% -57 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 4,014 shares; 2025Q1: 4,014 shares; 2025Q2: 4,398 shares; 2025Q3: 4,304 shares 4,304 $393K 0.01% -94 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,610 shares; 2025Q1: 2,460 shares; 2025Q2: 2,460 shares; 2025Q3: 2,480 shares 2,480 $385K 0.01% +20 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,400 shares; 2025Q1: 23,400 shares; 2025Q2: 24,300 shares; 2025Q3: 24,100 shares 24,100 $378K 0.01% -200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,831 shares; 2024Q4: 5,651 shares; 2025Q1: 5,316 shares; 2025Q2: 5,316 shares; 2025Q3: 5,316 shares 5,316 $377K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 570 shares; 2025Q1: 584 shares; 2025Q2: 614 shares; 2025Q3: 613 shares 613 $374K 0.01% -1 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,775 shares; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares 1,775 $372K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,424 shares; 2024Q4: 2,535 shares; 2025Q1: 2,251 shares; 2025Q2: 2,311 shares; 2025Q3: 2,135 shares 2,135 $369K 0.01% -176 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,101 shares; 2024Q4: 17,641 shares; 2025Q1: 18,348 shares; 2025Q2: 11,707 shares; 2025Q3: 11,707 shares 11,707 $366K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,347 shares; 2024Q4: 7,837 shares; 2025Q1: 7,437 shares; 2025Q2: 7,437 shares; 2025Q3: 7,437 shares 7,437 $360K 0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 1,465 shares; 2025Q1: 1,410 shares; 2025Q2: 1,059 shares; 2025Q3: 1,054 shares 1,054 $359K 0.01% -5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,227 shares; 2024Q4: 15,227 shares; 2025Q1: 15,227 shares; 2025Q2: 15,227 shares; 2025Q3: 14,827 shares 14,827 $359K 0.01% -400 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,518 shares; 2024Q4: 1,518 shares; 2025Q1: 1,530 shares; 2025Q2: 1,314 shares; 2025Q3: 1,314 shares 1,314 $358K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,945 shares; 2024Q4: 8,826 shares; 2025Q1: 4,050 shares; 2025Q2: 4,010 shares; 2025Q3: 4,010 shares 4,010 $358K 0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,945 shares 1,945 $355K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,873 shares; 2024Q4: 12,192 shares; 2025Q1: 11,676 shares; 2025Q2: 11,676 shares; 2025Q3: 12,423 shares 12,423 $352K 0.01% +747 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: 1,049 shares; 2025Q1: 1,049 shares; 2025Q2: 1,049 shares; 2025Q3: 1,049 shares 1,049 $349K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,829 shares; 2024Q4: 6,829 shares; 2025Q1: 7,911 shares; 2025Q2: 7,911 shares; 2025Q3: 7,911 shares 7,911 $348K 0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,087 shares; 2025Q2: 10,087 shares; 2025Q3: 9,387 shares 9,387 $343K 0.01% -700 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,542 shares; 2024Q4: 16,838 shares; 2025Q1: 15,690 shares; 2025Q2: 16,221 shares; 2025Q3: 13,739 shares 13,739 $341K 0.01% -2,482 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,682 shares; 2024Q4: 449,925 shares; 2025Q1: 460,328 shares; 2025Q2: 8,632 shares; 2025Q3: 5,932 shares 5,932 $339K 0.01% -2,700 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 765 shares; 2025Q1: 785 shares; 2025Q2: 780 shares; 2025Q3: 780 shares 780 $329K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 6,232 shares; 2025Q1: 6,232 shares; 2025Q2: 6,232 shares; 2025Q3: 6,323 shares 6,323 $319K 0.01% +91 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,507 shares; 2024Q4: 11,119 shares; 2025Q1: 11,955 shares; 2025Q2: 12,726 shares; 2025Q3: 12,876 shares 12,876 $314K 0.01% +150 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 4,381 shares; 2025Q1: 4,368 shares; 2025Q2: 3,131 shares; 2025Q3: 3,131 shares 3,131 $312K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares 1,130 $308K 0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,030 shares; 2024Q4: 3,277 shares; 2025Q1: 2,920 shares; 2025Q2: 3,484 shares; 2025Q3: 3,484 shares 3,484 $304K 0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: 12,034 shares; 2025Q1: 12,345 shares; 2025Q2: 12,340 shares; 2025Q3: 11,793 shares 11,793 $303K 0.01% -547 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,085 shares; 2025Q2: 948 shares; 2025Q3: 948 shares 948 $296K 0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,026 shares; 2024Q4: 5,026 shares; 2025Q1: 5,026 shares; 2025Q2: 5,026 shares; 2025Q3: 5,026 shares 5,026 $295K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,613 shares; 2025Q1: 3,677 shares; 2025Q2: 4,118 shares; 2025Q3: 4,155 shares 4,155 $280K 0.01% +37 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,631 shares; 2024Q4: 4,178 shares; 2025Q1: 4,298 shares; 2025Q2: 4,163 shares; 2025Q3: 4,148 shares 4,148 $278K 0.01% -15 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,221 shares; 2024Q4: 11,306 shares; 2025Q1: 8,478 shares; 2025Q2: 7,813 shares; 2025Q3: 8,770 shares 8,770 $276K 0.01% +957 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,054 shares; 2024Q4: 27,208 shares; 2025Q1: 1,999 shares; 2025Q2: 1,423 shares; 2025Q3: 1,335 shares 1,335 $274K 0.01% -88 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 1,225 shares; 2025Q1: 997 shares; 2025Q2: 800 shares; 2025Q3: 1,015 shares 1,015 $271K 0.01% +215 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,675 shares; 2024Q4: 4,175 shares; 2025Q1: 4,175 shares; 2025Q2: 4,175 shares; 2025Q3: 4,099 shares 4,099 $268K 0.01% -76 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,186 shares; 2025Q3: 5,186 shares 5,186 $259K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares 2,700 $257K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,284 shares; 2025Q1: 1,306 shares; 2025Q2: 1,304 shares; 2025Q3: 1,304 shares 1,304 $255K 0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 353 shares 353 $254K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares 2,750 $250K 0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 2,610 shares; 2025Q1: 2,611 shares; 2025Q2: 2,588 shares; 2025Q3: 2,535 shares 2,535 $240K 0.01% -53 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,072 shares; 2025Q2: 1,998 shares; 2025Q3: 1,998 shares 1,998 $237K <0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 2,915 shares; 2025Q1: 2,715 shares; 2025Q2: 2,736 shares; 2025Q3: 2,114 shares 2,114 $235K <0.01% -622 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: 5,670 shares; 2025Q1: 5,745 shares; 2025Q2: 5,176 shares; 2025Q3: 5,175 shares 5,175 $235K <0.01% -1 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,464 shares; 2025Q2: 4,464 shares; 2025Q3: 4,464 shares 4,464 $233K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 1,986 shares; 2025Q1: 2,009 shares; 2025Q2: 1,886 shares; 2025Q3: 1,886 shares 1,886 $233K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,866 shares; 2024Q4: 6,866 shares; 2025Q1: 6,866 shares; 2025Q2: 6,866 shares; 2025Q3: 6,866 shares 6,866 $229K <0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 819 shares; 2025Q2: 833 shares; 2025Q3: 818 shares 818 $221K <0.01% -15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,610 shares; 2025Q2: 4,310 shares; 2025Q3: 4,310 shares 4,310 $220K <0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 725 shares 725 $218K <0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,695 shares 1,695 $217K <0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,528 shares; 2025Q1: 2,518 shares; 2025Q2: 2,418 shares; 2025Q3: 2,036 shares 2,036 $217K <0.01% -382 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,229 shares; 2024Q4: 6,377 shares; 2025Q1: 5,522 shares; 2025Q2: 4,290 shares; 2025Q3: 4,290 shares 4,290 $217K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,216 shares; 2024Q4: 72,233 shares; 2025Q1: not reported; 2025Q2: 12,874 shares; 2025Q3: 8,971 shares 8,971 $215K <0.01% -3,903 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,840 shares 3,840 $205K <0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,379 shares; 2024Q4: 4,450 shares; 2025Q1: 4,187 shares; 2025Q2: 4,153 shares; 2025Q3: 3,683 shares 3,683 $204K <0.01% -470 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,300 shares; 2024Q4: 23,533 shares; 2025Q1: 23,533 shares; 2025Q2: 23,533 shares; 2025Q3: 22,547 shares 22,547 $121K <0.01% -986 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares 40,000 $56K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares 12,000 $31.6K <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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares 30,000 $25.3K <0.01% 0 Timeline