XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,219 shares; 2024Q4: 475,141 shares; 2025Q1: 468,257 shares; 2025Q2: 471,736 shares; 2025Q3: 470,263 shares; 2025Q4: 935,204 shares 935,204 $135M 7.78% +464,941 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,288 shares; 2024Q4: 76,948 shares; 2025Q1: 76,113 shares; 2025Q2: 74,974 shares; 2025Q3: 72,327 shares; 2025Q4: 72,110 shares 72,110 $77.5M 4.48% -217 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,556 shares; 2024Q4: 108,072 shares; 2025Q1: 106,793 shares; 2025Q2: 105,249 shares; 2025Q3: 103,334 shares; 2025Q4: 104,105 shares 104,105 $71.3M 4.12% +771 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 561,359 shares; 2024Q4: 574,441 shares; 2025Q1: 596,769 shares; 2025Q2: 595,678 shares; 2025Q3: 622,586 shares; 2025Q4: 674,262 shares 674,262 $67.3M 3.89% +51,676 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,013 shares; 2024Q4: 261,105 shares; 2025Q1: 251,247 shares; 2025Q2: 244,654 shares; 2025Q3: 246,103 shares; 2025Q4: 243,132 shares 243,132 $66.1M 3.82% -2,971 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,143 shares; 2024Q4: 230,212 shares; 2025Q1: 225,373 shares; 2025Q2: 217,796 shares; 2025Q3: 206,778 shares; 2025Q4: 205,871 shares 205,871 $42.6M 2.46% -907 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,129 shares; 2024Q4: 102,821 shares; 2025Q1: 99,040 shares; 2025Q2: 95,013 shares; 2025Q3: 139,384 shares; 2025Q4: 134,780 shares 134,780 $42.2M 2.44% -4,604 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,848 shares; 2024Q4: 83,360 shares; 2025Q1: 79,994 shares; 2025Q2: 76,273 shares; 2025Q3: 76,538 shares; 2025Q4: 75,809 shares 75,809 $36.7M 2.12% -729 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,150 shares; 2024Q4: 437,067 shares; 2025Q1: 450,589 shares; 2025Q2: 515,694 shares; 2025Q3: 531,857 shares; 2025Q4: 548,387 shares 548,387 $34.3M 1.98% +16,530 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,819 shares; 2024Q4: 130,750 shares; 2025Q1: 129,401 shares; 2025Q2: 135,526 shares; 2025Q3: 135,668 shares; 2025Q4: 271,112 shares 271,112 $32.4M 1.87% +135,444 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,632 shares; 2024Q4: 472,000 shares; 2025Q1: 477,896 shares; 2025Q2: 478,814 shares; 2025Q3: 481,559 shares; 2025Q4: 487,949 shares 487,949 $32.2M 1.86% +6,390 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,368 shares; 2024Q4: 36,192 shares; 2025Q1: 35,454 shares; 2025Q2: 34,969 shares; 2025Q3: 34,682 shares; 2025Q4: 34,430 shares 34,430 $29.7M 1.72% -252 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,615 shares; 2024Q4: 228,749 shares; 2025Q1: 234,503 shares; 2025Q2: 235,313 shares; 2025Q3: 236,055 shares; 2025Q4: 239,069 shares 239,069 $28.7M 1.66% +3,014 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,526 shares; 2024Q4: 49,379 shares; 2025Q1: 49,171 shares; 2025Q2: 46,844 shares; 2025Q3: 46,787 shares; 2025Q4: 46,426 shares 46,426 $26.6M 1.54% -361 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,565 shares; 2024Q4: 234,663 shares; 2025Q1: 234,820 shares; 2025Q2: 226,667 shares; 2025Q3: 217,449 shares; 2025Q4: 218,982 shares 218,982 $26.4M 1.52% +1,533 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,970 shares; 2024Q4: 85,886 shares; 2025Q1: 82,063 shares; 2025Q2: 79,809 shares; 2025Q3: 78,362 shares; 2025Q4: 77,176 shares 77,176 $24.9M 1.44% -1,186 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,248 shares; 2024Q4: 424,404 shares; 2025Q1: 420,541 shares; 2025Q2: 445,799 shares; 2025Q3: 445,564 shares; 2025Q4: 446,315 shares 446,315 $24.4M 1.41% +751 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,120 shares; 2024Q4: 155,805 shares; 2025Q1: 155,475 shares; 2025Q2: 155,796 shares; 2025Q3: 155,881 shares; 2025Q4: 157,021 shares 157,021 $24.4M 1.41% +1,140 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,751 shares; 2024Q4: 33,700 shares; 2025Q1: 33,710 shares; 2025Q2: 36,422 shares; 2025Q3: 36,411 shares; 2025Q4: 36,400 shares 36,400 $22.4M 1.29% -11 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,860 shares; 2024Q4: 76,837 shares; 2025Q1: 75,018 shares; 2025Q2: 74,322 shares; 2025Q3: 74,444 shares; 2025Q4: 74,334 shares 74,334 $22M 1.27% -110 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,460 shares; 2024Q4: 376,478 shares; 2025Q1: 376,812 shares; 2025Q2: 372,581 shares; 2025Q3: 388,360 shares; 2025Q4: 409,711 shares 409,711 $21.7M 1.25% +21,351 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,514 shares; 2024Q4: 78,989 shares; 2025Q1: 77,964 shares; 2025Q2: 86,302 shares; 2025Q3: 89,402 shares; 2025Q4: 93,092 shares 93,092 $21.3M 1.23% +3,690 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,281 shares; 2024Q4: 144,538 shares; 2025Q1: 141,559 shares; 2025Q2: 135,510 shares; 2025Q3: 128,854 shares; 2025Q4: 130,073 shares 130,073 $20.1M 1.16% +1,219 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,495 shares; 2024Q4: 148,853 shares; 2025Q1: 147,771 shares; 2025Q2: 146,263 shares; 2025Q3: 160,410 shares; 2025Q4: 172,032 shares 172,032 $18.1M 1.05% +11,622 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,944 shares; 2024Q4: 83,418 shares; 2025Q1: 79,504 shares; 2025Q2: 76,423 shares; 2025Q3: 75,888 shares; 2025Q4: 75,575 shares 75,575 $17.4M 1.01% -313 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,222 shares; 2024Q4: 140,792 shares; 2025Q1: 139,713 shares; 2025Q2: 137,655 shares; 2025Q3: 137,670 shares; 2025Q4: 139,103 shares 139,103 $17.4M 1.01% +1,433 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,997 shares; 2024Q4: 168,682 shares; 2025Q1: 158,591 shares; 2025Q2: 154,957 shares; 2025Q3: 153,654 shares; 2025Q4: 152,400 shares 152,400 $17M 0.98% -1,254 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,337 shares; 2024Q4: 35,515 shares; 2025Q1: 34,673 shares; 2025Q2: 33,892 shares; 2025Q3: 33,391 shares; 2025Q4: 32,089 shares 32,089 $16.1M 0.93% -1,302 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,433 shares; 2024Q4: 101,605 shares; 2025Q1: 101,278 shares; 2025Q2: 100,565 shares; 2025Q3: 101,283 shares; 2025Q4: 100,688 shares 100,688 $15.5M 0.89% -595 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 188,955 shares; 2025Q3: 258,957 shares; 2025Q4: 285,008 shares 285,008 $14.7M 0.85% +26,051 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,979 shares; 2024Q4: 29,281 shares; 2025Q1: 26,170 shares; 2025Q2: 26,555 shares; 2025Q3: 26,303 shares; 2025Q4: 64,303 shares 64,303 $14.7M 0.85% +38,000 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,089 shares; 2024Q4: 109,666 shares; 2025Q1: 109,231 shares; 2025Q2: 109,566 shares; 2025Q3: 110,594 shares; 2025Q4: 110,223 shares 110,223 $14.7M 0.85% -371 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,290 shares; 2024Q4: 57,832 shares; 2025Q1: 61,432 shares; 2025Q2: 67,765 shares; 2025Q3: 74,652 shares; 2025Q4: 76,206 shares 76,206 $14.2M 0.82% +1,554 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,084 shares; 2024Q4: 281,199 shares; 2025Q1: 275,578 shares; 2025Q2: 269,312 shares; 2025Q3: 267,860 shares; 2025Q4: 262,918 shares 262,918 $14.2M 0.82% -4,942 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,369 shares; 2024Q4: 170,519 shares; 2025Q1: 278,851 shares; 2025Q2: 297,952 shares; 2025Q3: 309,138 shares; 2025Q4: 273,170 shares 273,170 $13.8M 0.8% -35,968 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,746 shares; 2024Q4: 136,640 shares; 2025Q1: 136,257 shares; 2025Q2: 137,008 shares; 2025Q3: 137,386 shares; 2025Q4: 141,252 shares 141,252 $13.6M 0.78% +3,866 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,640 shares; 2024Q4: 428,401 shares; 2025Q1: 458,476 shares; 2025Q2: 477,541 shares; 2025Q3: 435,667 shares; 2025Q4: 420,683 shares 420,683 $13.1M 0.75% -14,984 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,278 shares; 2024Q4: 171,206 shares; 2025Q1: 167,288 shares; 2025Q2: 165,351 shares; 2025Q3: 165,422 shares; 2025Q4: 166,412 shares 166,412 $12.9M 0.75% +990 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,826 shares; 2024Q4: 97,025 shares; 2025Q1: 96,011 shares; 2025Q2: 89,700 shares; 2025Q3: 83,081 shares; 2025Q4: 82,089 shares 82,089 $12.5M 0.72% -992 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,062 shares; 2025Q4: 61,923 shares 61,923 $12.2M 0.7% +861 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,171 shares; 2024Q4: 47,174 shares; 2025Q1: 47,179 shares; 2025Q2: 47,138 shares; 2025Q3: 46,918 shares; 2025Q4: 46,393 shares 46,393 $11.9M 0.69% -525 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,578 shares; 2024Q4: 157,367 shares; 2025Q1: 213,461 shares; 2025Q2: 216,925 shares; 2025Q3: 215,251 shares; 2025Q4: 221,612 shares 221,612 $11.9M 0.69% +6,361 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,976 shares; 2025Q3: 12,280 shares; 2025Q4: 14,696 shares 14,696 $11.3M 0.66% +2,416 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,835 shares; 2024Q4: 17,792 shares; 2025Q1: 15,993 shares; 2025Q2: 15,646 shares; 2025Q3: 12,494 shares; 2025Q4: 36,873 shares 36,873 $10.6M 0.61% +24,379 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,241 shares; 2024Q4: 76,285 shares; 2025Q1: 72,641 shares; 2025Q2: 71,207 shares; 2025Q3: 71,381 shares; 2025Q4: 70,974 shares 70,974 $10.2M 0.59% -407 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,439 shares; 2024Q4: 70,999 shares; 2025Q1: 70,680 shares; 2025Q2: 83,876 shares; 2025Q3: 84,521 shares; 2025Q4: 85,758 shares 85,758 $10.1M 0.58% +1,237 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,789 shares; 2024Q4: 74,270 shares; 2025Q1: 74,055 shares; 2025Q2: 74,480 shares; 2025Q3: 75,164 shares; 2025Q4: 73,819 shares 73,819 $9.8M 0.57% -1,345 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,427 shares; 2024Q4: 45,665 shares; 2025Q1: 45,846 shares; 2025Q2: 46,436 shares; 2025Q3: 46,315 shares; 2025Q4: 41,645 shares 41,645 $9.63M 0.56% -4,670 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,194 shares; 2024Q4: 54,194 shares; 2025Q1: 54,194 shares; 2025Q2: 64,421 shares; 2025Q3: 64,381 shares; 2025Q4: 64,422 shares 64,422 $9.58M 0.55% +41 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,810 shares; 2024Q4: 125,560 shares; 2025Q1: 125,806 shares; 2025Q2: 125,106 shares; 2025Q3: 125,553 shares; 2025Q4: 127,731 shares 127,731 $9.41M 0.54% +2,178 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,279 shares; 2025Q3: 80,127 shares; 2025Q4: 67,909 shares 67,909 $9.02M 0.52% -12,218 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,468 shares; 2024Q4: 25,968 shares; 2025Q1: 25,041 shares; 2025Q2: 24,676 shares; 2025Q3: 24,685 shares; 2025Q4: 26,033 shares 26,033 $8.96M 0.52% +1,348 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,062 shares; 2024Q4: 131,692 shares; 2025Q1: 128,804 shares; 2025Q2: 118,568 shares; 2025Q3: 107,188 shares; 2025Q4: 107,683 shares 107,683 $8.51M 0.49% +495 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,205 shares; 2024Q4: 12,087 shares; 2025Q1: 12,102 shares; 2025Q2: 12,545 shares; 2025Q3: 12,495 shares; 2025Q4: 12,378 shares 12,378 $8.44M 0.49% -117 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,303 shares; 2024Q4: 96,627 shares; 2025Q1: 126,093 shares; 2025Q2: 118,667 shares; 2025Q3: 89,010 shares; 2025Q4: 135,649 shares 135,649 $8.33M 0.48% +46,639 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,344 shares; 2024Q4: 77,248 shares; 2025Q1: 83,868 shares; 2025Q2: 88,902 shares; 2025Q3: 94,091 shares; 2025Q4: 190,890 shares 190,890 $8.15M 0.47% +96,799 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,347 shares; 2024Q4: 16,618 shares; 2025Q1: 15,188 shares; 2025Q2: 14,526 shares; 2025Q3: 14,378 shares; 2025Q4: 14,164 shares 14,164 $8.09M 0.47% -214 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,372 shares; 2024Q4: 87,344 shares; 2025Q1: 87,182 shares; 2025Q2: 87,393 shares; 2025Q3: 87,337 shares; 2025Q4: 178,524 shares 178,524 $7.98M 0.46% +91,187 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,610 shares 35,610 $7.92M 0.46% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,113 shares; 2024Q4: 60,783 shares; 2025Q1: 56,569 shares; 2025Q2: 55,281 shares; 2025Q3: 55,517 shares; 2025Q4: 54,914 shares 54,914 $7.88M 0.46% -603 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,747 shares; 2025Q2: 54,520 shares; 2025Q3: 52,391 shares; 2025Q4: 45,806 shares 45,806 $7.84M 0.45% -6,585 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,410 shares; 2025Q4: 98,087 shares 98,087 $7.48M 0.43% -11,323 Timeline STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 371,735 shares; 2025Q3: 378,491 shares; 2025Q4: 350,282 shares 350,282 $7.05M 0.41% -28,209 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,206 shares; 2024Q4: 165,633 shares; 2025Q1: 167,934 shares; 2025Q2: 166,686 shares; 2025Q3: 169,123 shares; 2025Q4: 167,228 shares 167,228 $6.81M 0.39% -1,895 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,885 shares; 2024Q4: 93,399 shares; 2025Q1: 92,792 shares; 2025Q2: 89,769 shares; 2025Q3: 89,410 shares; 2025Q4: 88,385 shares 88,385 $6.81M 0.39% -1,025 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,130 shares; 2024Q4: 23,278 shares; 2025Q1: 23,344 shares; 2025Q2: 23,005 shares; 2025Q3: 23,668 shares; 2025Q4: 37,059 shares 37,059 $6.6M 0.38% +13,391 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,227 shares; 2024Q4: 28,041 shares; 2025Q1: 23,277 shares; 2025Q2: 21,415 shares; 2025Q3: 21,347 shares; 2025Q4: 20,584 shares 20,584 $6.46M 0.37% -763 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,919 shares; 2024Q4: 59,371 shares; 2025Q1: 56,293 shares; 2025Q2: 55,237 shares; 2025Q3: 67,882 shares; 2025Q4: 141,319 shares 141,319 $6.41M 0.37% +73,437 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,097 shares; 2024Q4: 2,292 shares; 2025Q1: not reported; 2025Q2: 12,624 shares; 2025Q3: 16,808 shares; 2025Q4: 18,367 shares 18,367 $6.36M 0.37% +1,559 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,256 shares; 2024Q4: 21,402 shares; 2025Q1: 21,411 shares; 2025Q2: 20,707 shares; 2025Q3: 20,460 shares; 2025Q4: 20,130 shares 20,130 $6.28M 0.36% -330 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,998 shares; 2024Q4: 118,309 shares; 2025Q1: 114,586 shares; 2025Q2: 111,523 shares; 2025Q3: 110,545 shares; 2025Q4: 107,810 shares 107,810 $5.93M 0.34% -2,735 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,622 shares; 2024Q4: 27,695 shares; 2025Q1: 27,838 shares; 2025Q2: 26,793 shares; 2025Q3: 26,816 shares; 2025Q4: 26,869 shares 26,869 $5.9M 0.34% +53 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112,669 shares 112,669 $5.85M 0.34% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,750 shares; 2024Q4: 78,556 shares; 2025Q1: 76,391 shares; 2025Q2: 71,730 shares; 2025Q3: 69,116 shares; 2025Q4: 70,337 shares 70,337 $5.61M 0.32% +1,221 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,836 shares; 2025Q2: 47,140 shares; 2025Q3: 44,843 shares; 2025Q4: 41,969 shares 41,969 $5.5M 0.32% -2,874 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,272 shares; 2024Q4: 21,470 shares; 2025Q1: 21,949 shares; 2025Q2: 6,384 shares; 2025Q3: 6,311 shares; 2025Q4: 6,204 shares 6,204 $5.45M 0.32% -107 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,246 shares; 2024Q4: 64,885 shares; 2025Q1: 65,235 shares; 2025Q2: 103,323 shares; 2025Q3: 97,335 shares; 2025Q4: 89,837 shares 89,837 $5.45M 0.31% -7,498 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,389 shares; 2024Q4: 18,768 shares; 2025Q1: 18,189 shares; 2025Q2: 18,249 shares; 2025Q3: 18,223 shares; 2025Q4: 17,857 shares 17,857 $5.24M 0.3% -366 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,023 shares; 2024Q4: 52,536 shares; 2025Q1: 50,627 shares; 2025Q2: 45,988 shares; 2025Q3: 44,100 shares; 2025Q4: 36,972 shares 36,972 $5M 0.29% -7,128 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,558 shares; 2024Q4: 4,522 shares; 2025Q1: 4,522 shares; 2025Q2: 4,522 shares; 2025Q3: 4,522 shares; 2025Q4: 4,522 shares 4,522 $4.84M 0.28% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,356 shares; 2024Q4: 14,624 shares; 2025Q1: 15,173 shares; 2025Q2: 15,153 shares; 2025Q3: 15,177 shares; 2025Q4: 15,125 shares 15,125 $4.82M 0.28% -52 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,335 shares; 2024Q4: 46,552 shares; 2025Q1: 46,707 shares; 2025Q2: 45,288 shares; 2025Q3: 44,921 shares; 2025Q4: 43,675 shares 43,675 $4.81M 0.28% -1,246 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,913 shares; 2025Q4: 88,684 shares 88,684 $4.8M 0.28% +3,771 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,989 shares; 2024Q4: 5,369 shares; 2025Q1: 6,682 shares; 2025Q2: 6,638 shares; 2025Q3: 6,798 shares; 2025Q4: 7,140 shares 7,140 $4.71M 0.27% +342 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,061 shares; 2024Q4: 45,586 shares; 2025Q1: 45,046 shares; 2025Q2: 42,499 shares; 2025Q3: 41,600 shares; 2025Q4: 40,315 shares 40,315 $4.59M 0.27% -1,285 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,520 shares; 2024Q4: 17,031 shares; 2025Q1: 16,233 shares; 2025Q2: 16,168 shares; 2025Q3: 14,863 shares; 2025Q4: 14,670 shares 14,670 $4.48M 0.26% -193 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,433 shares; 2024Q4: 177,802 shares; 2025Q1: 174,740 shares; 2025Q2: 173,471 shares; 2025Q3: 173,504 shares; 2025Q4: 178,812 shares 178,812 $4.45M 0.26% +5,308 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,516 shares; 2024Q4: 62,057 shares; 2025Q1: 60,913 shares; 2025Q2: 60,886 shares; 2025Q3: 61,768 shares; 2025Q4: 62,138 shares 62,138 $4.34M 0.25% +370 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,881 shares 67,881 $4.33M 0.25% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,959 shares; 2024Q4: 163,215 shares; 2025Q1: 158,857 shares; 2025Q2: 155,822 shares; 2025Q3: 154,274 shares; 2025Q4: 153,422 shares 153,422 $4.22M 0.24% -852 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,680 shares; 2024Q4: 23,786 shares; 2025Q1: 23,258 shares; 2025Q2: 22,970 shares; 2025Q3: 22,666 shares; 2025Q4: 22,386 shares 22,386 $4.11M 0.24% -280 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,847 shares; 2024Q4: 28,250 shares; 2025Q1: 27,059 shares; 2025Q2: 25,727 shares; 2025Q3: 25,315 shares; 2025Q4: 24,790 shares 24,790 $4.01M 0.23% -525 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,417 shares; 2024Q4: 33,008 shares; 2025Q1: 39,260 shares; 2025Q2: 10,136 shares; 2025Q3: 10,229 shares; 2025Q4: 10,185 shares 10,185 $3.96M 0.23% -44 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,349 shares; 2024Q4: 24,359 shares; 2025Q1: 24,107 shares; 2025Q2: 23,482 shares; 2025Q3: 23,466 shares; 2025Q4: 22,474 shares 22,474 $3.95M 0.23% -992 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,447 shares; 2024Q4: 12,263 shares; 2025Q1: 11,120 shares; 2025Q2: 10,868 shares; 2025Q3: 10,799 shares; 2025Q4: 10,746 shares 10,746 $3.77M 0.22% -53 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,455 shares; 2024Q4: 161,539 shares; 2025Q1: 160,568 shares; 2025Q2: 158,761 shares; 2025Q3: 109,246 shares; 2025Q4: 46,880 shares 46,880 $3.74M 0.22% -62,366 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,201 shares; 2024Q4: 8,109 shares; 2025Q1: 6,771 shares; 2025Q2: 6,471 shares; 2025Q3: 6,275 shares; 2025Q4: 6,095 shares 6,095 $3.53M 0.2% -180 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,258 shares; 2024Q4: 12,855 shares; 2025Q1: 43,571 shares; 2025Q2: 53,165 shares; 2025Q3: 57,786 shares; 2025Q4: 60,008 shares 60,008 $3.52M 0.2% +2,222 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,039 shares; 2024Q4: 14,666 shares; 2025Q1: 14,346 shares; 2025Q2: 14,586 shares; 2025Q3: 13,747 shares; 2025Q4: 13,159 shares 13,159 $3.49M 0.2% -588 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,928 shares; 2024Q4: 11,936 shares; 2025Q1: 11,879 shares; 2025Q2: 11,860 shares; 2025Q3: 12,023 shares; 2025Q4: 11,951 shares 11,951 $3.47M 0.2% -72 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,496 shares; 2024Q4: 65,408 shares; 2025Q1: 65,408 shares; 2025Q2: 65,068 shares; 2025Q3: 65,068 shares; 2025Q4: 63,865 shares 63,865 $3.38M 0.2% -1,203 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,466 shares; 2024Q4: 373,800 shares; 2025Q1: 353,300 shares; 2025Q2: 295,458 shares; 2025Q3: 280,363 shares; 2025Q4: 370,825 shares 370,825 $3.36M 0.19% +90,462 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,055 shares; 2024Q4: 10,470 shares; 2025Q1: 10,118 shares; 2025Q2: 10,045 shares; 2025Q3: 9,830 shares; 2025Q4: 9,510 shares 9,510 $3.33M 0.19% -320 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,685 shares; 2024Q4: 4,490 shares; 2025Q1: 15,145 shares; 2025Q2: 15,192 shares; 2025Q3: 15,888 shares; 2025Q4: 16,892 shares 16,892 $3.3M 0.19% +1,004 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,092 shares; 2024Q4: 67,092 shares; 2025Q1: 67,092 shares; 2025Q2: 67,092 shares; 2025Q3: 67,092 shares; 2025Q4: 67,092 shares 67,092 $3.29M 0.19% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695 shares; 2024Q4: 694 shares; 2025Q1: 645 shares; 2025Q2: 621 shares; 2025Q3: 609 shares; 2025Q4: 611 shares 611 $3.27M 0.19% +2 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,492 shares; 2024Q4: 18,102 shares; 2025Q1: 17,943 shares; 2025Q2: 17,712 shares; 2025Q3: 17,837 shares; 2025Q4: 17,568 shares 17,568 $3.24M 0.19% -269 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,392 shares; 2024Q4: 15,573 shares; 2025Q1: 11,892 shares; 2025Q2: 11,179 shares; 2025Q3: 10,874 shares; 2025Q4: 10,974 shares 10,974 $3.17M 0.18% +100 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,179 shares; 2025Q3: 16,582 shares; 2025Q4: 17,508 shares 17,508 $3.04M 0.18% +926 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,704 shares; 2024Q4: 74,335 shares; 2025Q1: 74,268 shares; 2025Q2: 74,126 shares; 2025Q3: 74,523 shares; 2025Q4: 75,128 shares 75,128 $3.03M 0.18% +605 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,829 shares; 2024Q4: 36,376 shares; 2025Q1: 36,076 shares; 2025Q2: 36,031 shares; 2025Q3: 36,031 shares; 2025Q4: 35,484 shares 35,484 $2.99M 0.17% -547 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 1,798 shares; 2025Q1: 1,796 shares; 2025Q2: 8,055 shares; 2025Q3: 10,766 shares; 2025Q4: 10,999 shares 10,999 $2.98M 0.17% +233 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,135 shares; 2024Q4: 11,893 shares; 2025Q1: 16,216 shares; 2025Q2: 18,014 shares; 2025Q3: 18,670 shares; 2025Q4: 21,961 shares 21,961 $2.8M 0.16% +3,291 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,137 shares; 2024Q4: 27,662 shares; 2025Q1: 26,546 shares; 2025Q2: 26,546 shares; 2025Q3: 26,296 shares; 2025Q4: 28,988 shares 28,988 $2.78M 0.16% +2,692 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,833 shares; 2024Q4: 76,333 shares; 2025Q1: 76,333 shares; 2025Q2: 76,333 shares; 2025Q3: 75,790 shares; 2025Q4: 75,490 shares 75,490 $2.74M 0.16% -300 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,407 shares; 2024Q4: 105,648 shares; 2025Q1: 61,446 shares; 2025Q2: 43,357 shares; 2025Q3: 35,351 shares; 2025Q4: 33,515 shares 33,515 $2.69M 0.16% -1,836 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,542 shares; 2024Q4: 4,140 shares; 2025Q1: 3,649 shares; 2025Q2: 3,973 shares; 2025Q3: 4,416 shares; 2025Q4: 4,417 shares 4,417 $2.67M 0.15% +1 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,018 shares; 2024Q4: 224,681 shares; 2025Q1: 223,855 shares; 2025Q2: 57,093 shares; 2025Q3: 57,066 shares; 2025Q4: 56,918 shares 56,918 $2.59M 0.15% -148 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,400 shares; 2025Q1: 107,320 shares; 2025Q2: 105,198 shares; 2025Q3: 108,032 shares; 2025Q4: 107,097 shares 107,097 $2.57M 0.15% -935 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,826 shares; 2024Q4: 15,664 shares; 2025Q1: 15,292 shares; 2025Q2: 15,568 shares; 2025Q3: 14,893 shares; 2025Q4: 15,161 shares 15,161 $2.56M 0.15% +268 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 430 shares; 2025Q3: 1,373 shares; 2025Q4: 25,660 shares 25,660 $2.41M 0.14% +24,287 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,879 shares; 2024Q4: 52,543 shares; 2025Q1: 52,200 shares; 2025Q2: 52,049 shares; 2025Q3: 48,417 shares; 2025Q4: 47,529 shares 47,529 $2.38M 0.14% -888 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,695 shares; 2024Q4: 85,146 shares; 2025Q1: 69,640 shares; 2025Q2: 35,912 shares; 2025Q3: 28,024 shares; 2025Q4: 23,838 shares 23,838 $2.36M 0.14% -4,186 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 732 shares; 2025Q1: 712 shares; 2025Q2: 701 shares; 2025Q3: 683 shares; 2025Q4: 674 shares 674 $2.29M 0.13% -9 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,464 shares; 2024Q4: 13,464 shares; 2025Q1: 13,464 shares; 2025Q2: 13,464 shares; 2025Q3: 13,464 shares; 2025Q4: 13,464 shares 13,464 $2.19M 0.13% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,385 shares; 2024Q4: 9,004 shares; 2025Q1: 9,241 shares; 2025Q2: 9,104 shares; 2025Q3: 8,741 shares; 2025Q4: 8,660 shares 8,660 $2.09M 0.12% -81 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,558 shares; 2024Q4: 9,024 shares; 2025Q1: 9,533 shares; 2025Q2: 9,024 shares; 2025Q3: 8,716 shares; 2025Q4: 8,313 shares 8,313 $2.05M 0.12% -403 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,849 shares; 2024Q4: 38,789 shares; 2025Q1: 37,776 shares; 2025Q2: 37,641 shares; 2025Q3: 38,190 shares; 2025Q4: 38,012 shares 38,012 $2.05M 0.12% -178 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,314 shares; 2025Q4: 4,150 shares 4,150 $1.95M 0.11% +1,836 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,136 shares; 2024Q4: 26,784 shares; 2025Q1: 26,069 shares; 2025Q2: 22,930 shares; 2025Q3: 23,209 shares; 2025Q4: 23,324 shares 23,324 $1.91M 0.11% +115 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,544 shares; 2024Q4: 6,513 shares; 2025Q1: 6,501 shares; 2025Q2: 6,475 shares; 2025Q3: 6,456 shares; 2025Q4: 6,254 shares 6,254 $1.81M 0.1% -202 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,336 shares; 2024Q4: 7,567 shares; 2025Q1: 7,474 shares; 2025Q2: 7,505 shares; 2025Q3: 6,936 shares; 2025Q4: 6,840 shares 6,840 $1.76M 0.1% -96 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 7,309 shares; 2025Q1: 8,859 shares; 2025Q2: 9,209 shares; 2025Q3: 10,226 shares; 2025Q4: 10,624 shares 10,624 $1.7M 0.1% +398 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,996 shares; 2024Q4: 9,745 shares; 2025Q1: 9,610 shares; 2025Q2: 9,430 shares; 2025Q3: 9,250 shares; 2025Q4: 10,020 shares 10,020 $1.6M 0.09% +770 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,386 shares; 2024Q4: 29,761 shares; 2025Q1: 28,748 shares; 2025Q2: 28,649 shares; 2025Q3: 28,593 shares; 2025Q4: 28,579 shares 28,579 $1.56M 0.09% -14 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,475 shares; 2024Q4: 3,625 shares; 2025Q1: 3,621 shares; 2025Q2: 3,625 shares; 2025Q3: 4,309 shares; 2025Q4: 4,660 shares 4,660 $1.44M 0.08% +351 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,180 shares; 2024Q4: 10,180 shares; 2025Q1: 10,180 shares; 2025Q2: 10,123 shares; 2025Q3: 10,076 shares; 2025Q4: 10,076 shares 10,076 $1.4M 0.08% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,441 shares; 2025Q4: 17,158 shares 17,158 $1.4M 0.08% +7,717 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,268 shares; 2024Q4: 9,064 shares; 2025Q1: 8,627 shares; 2025Q2: 8,460 shares; 2025Q3: 8,453 shares; 2025Q4: 8,038 shares 8,038 $1.39M 0.08% -415 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,582 shares; 2024Q4: 9,207 shares; 2025Q1: 10,503 shares; 2025Q2: 13,364 shares; 2025Q3: 13,540 shares; 2025Q4: 15,223 shares 15,223 $1.36M 0.08% +1,683 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,347 shares; 2025Q2: 1,307 shares; 2025Q3: 1,297 shares; 2025Q4: 1,237 shares 1,237 $1.32M 0.08% -60 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,545 shares; 2024Q4: 11,768 shares; 2025Q1: 10,776 shares; 2025Q2: 10,431 shares; 2025Q3: 6,094 shares; 2025Q4: 3,924 shares 3,924 $1.3M 0.07% -2,170 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 2,511 shares; 2025Q1: 2,481 shares; 2025Q2: 2,816 shares; 2025Q3: 2,441 shares; 2025Q4: 3,607 shares 3,607 $1.18M 0.07% +1,166 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,486 shares; 2024Q4: 7,448 shares; 2025Q1: 7,343 shares; 2025Q2: 7,343 shares; 2025Q3: 7,337 shares; 2025Q4: 8,207 shares 8,207 $1.16M 0.07% +870 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,511 shares; 2024Q4: 6,375 shares; 2025Q1: 6,009 shares; 2025Q2: 5,844 shares; 2025Q3: 5,591 shares; 2025Q4: 5,513 shares 5,513 $1.13M 0.07% -78 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,317 shares; 2024Q4: 5,068 shares; 2025Q1: 4,851 shares; 2025Q2: 4,766 shares; 2025Q3: 4,759 shares; 2025Q4: 4,562 shares 4,562 $1.12M 0.06% -197 Timeline EZA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,009 shares; 2024Q4: 16,009 shares; 2025Q1: 16,009 shares; 2025Q2: 16,009 shares; 2025Q3: 16,009 shares; 2025Q4: 16,009 shares 16,009 $1.1M 0.06% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,649 shares; 2025Q4: 5,154 shares 5,154 $1.07M 0.06% +1,505 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,844 shares; 2025Q1: 1,769 shares; 2025Q2: 1,769 shares; 2025Q3: 1,769 shares; 2025Q4: 2,099 shares 2,099 $1.02M 0.06% +330 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,383 shares; 2024Q4: 4,090 shares; 2025Q1: 3,916 shares; 2025Q2: 3,755 shares; 2025Q3: 3,746 shares; 2025Q4: 3,668 shares 3,668 $963K 0.06% -78 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,562 shares; 2024Q4: 4,474 shares; 2025Q1: 4,323 shares; 2025Q2: 4,293 shares; 2025Q3: 5,045 shares; 2025Q4: 4,878 shares 4,878 $951K 0.05% -167 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 1,811 shares; 2025Q1: 1,802 shares; 2025Q2: 1,756 shares; 2025Q3: 1,756 shares; 2025Q4: 1,742 shares 1,742 $910K 0.05% -14 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,439 shares; 2024Q4: 6,439 shares; 2025Q1: 6,180 shares; 2025Q2: 6,346 shares; 2025Q3: 5,705 shares; 2025Q4: 9,135 shares 9,135 $879K 0.05% +3,430 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,840 shares; 2024Q4: 32,841 shares; 2025Q1: 33,075 shares; 2025Q2: 36,193 shares; 2025Q3: 43,611 shares; 2025Q4: 34,716 shares 34,716 $862K 0.05% -8,895 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,001 shares; 2024Q4: 4,926 shares; 2025Q1: 4,903 shares; 2025Q2: 4,903 shares; 2025Q3: 4,621 shares; 2025Q4: 4,531 shares 4,531 $841K 0.05% -90 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,475 shares 1,475 $835K 0.05% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,096 shares; 2024Q4: 17,789 shares; 2025Q1: 18,578 shares; 2025Q2: 18,028 shares; 2025Q3: 17,693 shares; 2025Q4: 17,815 shares 17,815 $828K 0.05% +122 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,384 shares; 2024Q4: 2,256 shares; 2025Q1: 2,203 shares; 2025Q2: 2,167 shares; 2025Q3: 2,152 shares; 2025Q4: 2,126 shares 2,126 $787K 0.05% -26 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,389 shares; 2024Q4: 168,871 shares; 2025Q1: 177,097 shares; 2025Q2: 176,526 shares; 2025Q3: 21,597 shares; 2025Q4: 14,960 shares 14,960 $772K 0.04% -6,637 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,224 shares; 2024Q4: 5,405 shares; 2025Q1: 5,260 shares; 2025Q2: 5,260 shares; 2025Q3: 4,974 shares; 2025Q4: 4,930 shares 4,930 $760K 0.04% -44 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 1,641 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares; 2025Q3: 1,512 shares; 2025Q4: 1,762 shares 1,762 $751K 0.04% +250 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,170 shares; 2024Q4: 14,720 shares; 2025Q1: 14,167 shares; 2025Q2: 13,947 shares; 2025Q3: 8,643 shares; 2025Q4: 2,789 shares 2,789 $748K 0.04% -5,854 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,120 shares; 2024Q4: 5,115 shares; 2025Q1: 5,025 shares; 2025Q2: 5,025 shares; 2025Q3: 4,864 shares; 2025Q4: 4,800 shares 4,800 $726K 0.04% -64 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,160 shares; 2025Q1: 1,069 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,110 shares 1,110 $696K 0.04% +60 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,719 shares; 2024Q4: 13,717 shares; 2025Q1: 13,522 shares; 2025Q2: 13,431 shares; 2025Q3: 13,128 shares; 2025Q4: 12,916 shares 12,916 $682K 0.04% -212 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,424 shares; 2024Q4: 4,295 shares; 2025Q1: 4,250 shares; 2025Q2: 4,060 shares; 2025Q3: 3,965 shares; 2025Q4: 3,965 shares 3,965 $678K 0.04% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,806 shares; 2024Q4: 4,770 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 6,258 shares; 2025Q4: 5,648 shares 5,648 $662K 0.04% -610 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,310 shares; 2024Q4: 5,310 shares; 2025Q1: 5,310 shares; 2025Q2: 5,310 shares; 2025Q3: 5,318 shares; 2025Q4: 5,310 shares 5,310 $653K 0.04% -8 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,148 shares; 2024Q4: 7,087 shares; 2025Q1: 6,711 shares; 2025Q2: 6,700 shares; 2025Q3: 6,542 shares; 2025Q4: 5,240 shares 5,240 $646K 0.04% -1,302 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,047 shares; 2024Q4: 7,743 shares; 2025Q1: 7,859 shares; 2025Q2: 7,862 shares; 2025Q3: 7,977 shares; 2025Q4: 7,900 shares 7,900 $637K 0.04% -77 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,627 shares; 2024Q4: 1,617 shares; 2025Q1: 1,435 shares; 2025Q2: 1,421 shares; 2025Q3: 1,391 shares; 2025Q4: 1,366 shares 1,366 $636K 0.04% -25 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,668 shares; 2024Q4: 76,999 shares; 2025Q1: 58,817 shares; 2025Q2: 23,966 shares; 2025Q3: 14,782 shares; 2025Q4: 12,167 shares 12,167 $619K 0.04% -2,615 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,065 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 1,065 shares; 2025Q4: 2,215 shares 2,215 $610K 0.04% +1,150 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,668 shares 2,668 $608K 0.04% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 1,825 shares; 2025Q1: 2,232 shares; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,795 shares 1,795 $602K 0.03% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,827 shares; 2024Q4: 31,126 shares; 2025Q1: 92,863 shares; 2025Q2: 10,867 shares; 2025Q3: 10,155 shares; 2025Q4: 9,068 shares 9,068 $578K 0.03% -1,087 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,038 shares; 2024Q4: 5,038 shares; 2025Q1: 4,774 shares; 2025Q2: 4,738 shares; 2025Q3: 4,612 shares; 2025Q4: 4,445 shares 4,445 $574K 0.03% -167 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,934 shares; 2024Q4: 4,934 shares; 2025Q1: 4,934 shares; 2025Q2: 4,934 shares; 2025Q3: 4,891 shares; 2025Q4: 4,891 shares 4,891 $568K 0.03% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 2,702 shares; 2025Q1: 2,680 shares; 2025Q2: 2,680 shares; 2025Q3: 2,722 shares; 2025Q4: 2,663 shares 2,663 $556K 0.03% -59 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,016 shares; 2024Q4: 3,560 shares; 2025Q1: 3,492 shares; 2025Q2: 3,141 shares; 2025Q3: 3,100 shares; 2025Q4: 2,953 shares 2,953 $555K 0.03% -147 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,306 shares; 2024Q4: 2,306 shares; 2025Q1: 2,306 shares; 2025Q2: 2,256 shares; 2025Q3: 2,256 shares; 2025Q4: 2,256 shares 2,256 $555K 0.03% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,418 shares; 2024Q4: 9,067 shares; 2025Q1: 8,808 shares; 2025Q2: 8,077 shares; 2025Q3: 6,307 shares; 2025Q4: 5,419 shares 5,419 $547K 0.03% -888 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,321 shares; 2025Q1: 1,306 shares; 2025Q2: 1,210 shares; 2025Q3: 1,210 shares; 2025Q4: 1,065 shares 1,065 $544K 0.03% -145 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,539 shares; 2024Q4: 3,823 shares; 2025Q1: 3,798 shares; 2025Q2: 3,646 shares; 2025Q3: 3,713 shares; 2025Q4: 706 shares 706 $541K 0.03% -3,007 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,093 shares; 2024Q4: 23,065 shares; 2025Q1: 16,396 shares; 2025Q2: 9,077 shares; 2025Q3: 2,514 shares; 2025Q4: 2,504 shares 2,504 $536K 0.03% -10 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,811 shares; 2024Q4: 4,786 shares; 2025Q1: 3,317 shares; 2025Q2: 3,317 shares; 2025Q3: 3,292 shares; 2025Q4: 3,175 shares 3,175 $516K 0.03% -117 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 520 shares; 2025Q3: 677 shares; 2025Q4: 785 shares 785 $513K 0.03% +108 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,767 shares; 2024Q4: 3,219 shares; 2025Q1: not reported; 2025Q2: 4,469 shares; 2025Q3: 4,469 shares; 2025Q4: 4,769 shares 4,769 $511K 0.03% +300 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 2,345 shares; 2025Q1: 2,896 shares; 2025Q2: 2,896 shares; 2025Q3: 2,896 shares; 2025Q4: 2,472 shares 2,472 $498K 0.03% -424 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,938 shares; 2024Q4: 13,738 shares; 2025Q1: 13,738 shares; 2025Q2: 13,972 shares; 2025Q3: 14,168 shares; 2025Q4: 16,087 shares 16,087 $498K 0.03% +1,919 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,007 shares; 2024Q4: 5,807 shares; 2025Q1: 5,807 shares; 2025Q2: 5,757 shares; 2025Q3: 5,457 shares; 2025Q4: 5,457 shares 5,457 $476K 0.03% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,876 shares; 2024Q4: 1,886 shares; 2025Q1: 1,863 shares; 2025Q2: 1,905 shares; 2025Q3: 1,884 shares; 2025Q4: 1,837 shares 1,837 $474K 0.03% -47 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: 1,658 shares; 2025Q1: 1,627 shares; 2025Q2: 1,627 shares; 2025Q3: 1,627 shares; 2025Q4: 1,627 shares 1,627 $472K 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,228 shares; 2024Q4: 42,484 shares; 2025Q1: 39,365 shares; 2025Q2: 14,159 shares; 2025Q3: 12,890 shares; 2025Q4: 12,788 shares 12,788 $472K 0.03% -102 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,076 shares; 2025Q4: 4,890 shares 4,890 $461K 0.03% -1,186 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,682 shares; 2024Q4: 41,682 shares; 2025Q1: 41,682 shares; 2025Q2: 41,682 shares; 2025Q3: 41,682 shares; 2025Q4: 41,682 shares 41,682 $435K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,759 shares; 2024Q4: 4,608 shares; 2025Q1: 4,162 shares; 2025Q2: 3,294 shares; 2025Q3: 3,334 shares; 2025Q4: 3,877 shares 3,877 $426K 0.02% +543 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,258 shares; 2024Q4: 5,258 shares; 2025Q1: 5,258 shares; 2025Q2: 6,145 shares; 2025Q3: 5,920 shares; 2025Q4: 5,874 shares 5,874 $408K 0.02% -46 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 3,133 shares; 2025Q1: 3,363 shares; 2025Q2: 3,063 shares; 2025Q3: 3,063 shares; 2025Q4: 2,913 shares 2,913 $402K 0.02% -150 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,705 shares; 2025Q1: 1,555 shares; 2025Q2: 2,099 shares; 2025Q3: 2,099 shares; 2025Q4: 2,083 shares 2,083 $399K 0.02% -16 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,389 shares; 2024Q4: 5,389 shares; 2025Q1: 5,389 shares; 2025Q2: 5,389 shares; 2025Q3: 5,389 shares; 2025Q4: 5,389 shares 5,389 $398K 0.02% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,979 shares 4,979 $392K 0.02% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,870 shares; 2024Q4: 2,760 shares; 2025Q1: 2,626 shares; 2025Q2: 2,544 shares; 2025Q3: 2,103 shares; 2025Q4: 1,983 shares 1,983 $387K 0.02% -120 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,091 shares; 2024Q4: 4,980 shares; 2025Q1: 4,271 shares; 2025Q2: 4,099 shares; 2025Q3: 4,017 shares; 2025Q4: 3,978 shares 3,978 $385K 0.02% -39 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 4,522 shares; 2025Q1: 4,410 shares; 2025Q2: 4,410 shares; 2025Q3: 4,152 shares; 2025Q4: 4,109 shares 4,109 $385K 0.02% -43 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,986 shares; 2024Q4: 6,430 shares; 2025Q1: 5,721 shares; 2025Q2: 5,721 shares; 2025Q3: 5,721 shares; 2025Q4: 5,420 shares 5,420 $384K 0.02% -301 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 3,470 shares; 2025Q1: 3,317 shares; 2025Q2: 3,317 shares; 2025Q3: 3,317 shares; 2025Q4: 3,012 shares 3,012 $382K 0.02% -305 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,561 shares; 2024Q4: 4,561 shares; 2025Q1: 4,480 shares; 2025Q2: 4,480 shares; 2025Q3: 4,480 shares; 2025Q4: 4,030 shares 4,030 $376K 0.02% -450 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,588 shares; 2024Q4: 9,887 shares; 2025Q1: 9,634 shares; 2025Q2: 9,207 shares; 2025Q3: 9,207 shares; 2025Q4: 9,188 shares 9,188 $369K 0.02% -19 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,783 shares; 2025Q3: 1,823 shares; 2025Q4: 3,001 shares 3,001 $358K 0.02% +1,178 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 907 shares; 2025Q1: 851 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 1,041 shares 1,041 $350K 0.02% +179 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,544 shares; 2024Q4: 4,036 shares; 2025Q1: 4,036 shares; 2025Q2: 4,011 shares; 2025Q3: 3,995 shares; 2025Q4: 3,968 shares 3,968 $347K 0.02% -27 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,249 shares; 2024Q4: 2,979 shares; 2025Q1: 2,969 shares; 2025Q2: 2,919 shares; 2025Q3: 2,919 shares; 2025Q4: 2,795 shares 2,795 $343K 0.02% -124 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,683 shares; 2024Q4: 2,777 shares; 2025Q1: 2,702 shares; 2025Q2: 2,402 shares; 2025Q3: 2,342 shares; 2025Q4: 2,361 shares 2,361 $329K 0.02% +19 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,994 shares; 2024Q4: 2,696 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,365 shares 3,365 $329K 0.02% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 45 shares 45 $328K 0.02% +10 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,309 shares; 2024Q4: 3,039 shares; 2025Q1: 3,265 shares; 2025Q2: 2,904 shares; 2025Q3: 2,689 shares; 2025Q4: 2,495 shares 2,495 $326K 0.02% -194 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,813 shares; 2024Q4: 19,018 shares; 2025Q1: 18,765 shares; 2025Q2: 17,989 shares; 2025Q3: 17,567 shares; 2025Q4: 13,416 shares 13,416 $314K 0.02% -4,151 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,090 shares; 2025Q1: 2,404 shares; 2025Q2: 2,404 shares; 2025Q3: 2,404 shares; 2025Q4: 2,404 shares 2,404 $310K 0.02% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,948 shares; 2024Q4: 3,905 shares; 2025Q1: 3,909 shares; 2025Q2: 3,909 shares; 2025Q3: 3,909 shares; 2025Q4: 3,909 shares 3,909 $309K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,159 shares; 2024Q4: 31,892 shares; 2025Q1: 32,204 shares; 2025Q2: 30,767 shares; 2025Q3: 11,145 shares; 2025Q4: 3,654 shares 3,654 $308K 0.02% -7,491 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 822 shares 822 $307K 0.02% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 388 shares; 2025Q1: 398 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 373 shares 373 $306K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,410 shares; 2024Q4: 5,375 shares; 2025Q1: 5,487 shares; 2025Q2: 5,656 shares; 2025Q3: 5,175 shares; 2025Q4: 5,175 shares 5,175 $298K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,360 shares; 2024Q4: 5,330 shares; 2025Q1: 5,180 shares; 2025Q2: 5,180 shares; 2025Q3: 5,635 shares; 2025Q4: 5,355 shares 5,355 $288K 0.02% -280 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,780 shares; 2024Q4: 8,780 shares; 2025Q1: 8,780 shares; 2025Q2: 8,522 shares; 2025Q3: 7,442 shares; 2025Q4: 7,430 shares 7,430 $285K 0.02% -12 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,166 shares; 2024Q4: 3,836 shares; 2025Q1: 3,836 shares; 2025Q2: 3,575 shares; 2025Q3: 3,120 shares; 2025Q4: 3,102 shares 3,102 $279K 0.02% -18 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,780 shares; 2024Q4: 4,590 shares; 2025Q1: 4,465 shares; 2025Q2: 4,325 shares; 2025Q3: 4,325 shares; 2025Q4: 4,025 shares 4,025 $271K 0.02% -300 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,914 shares; 2024Q4: 2,914 shares; 2025Q1: 2,834 shares; 2025Q2: 2,794 shares; 2025Q3: 2,694 shares; 2025Q4: 2,694 shares 2,694 $268K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,282 shares; 2025Q1: 1,237 shares; 2025Q2: 1,224 shares; 2025Q3: 1,224 shares; 2025Q4: 1,224 shares 1,224 $255K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 2,036 shares; 2025Q1: 1,728 shares; 2025Q2: 1,923 shares; 2025Q3: 1,923 shares; 2025Q4: 1,905 shares 1,905 $251K 0.01% -18 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,080 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,150 shares 3,150 $250K 0.01% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 414 shares 414 $250K 0.01% -90 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: 1,360 shares; 2025Q3: 1,360 shares; 2025Q4: 1,360 shares 1,360 $249K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,446 shares; 2024Q4: 2,546 shares; 2025Q1: 2,268 shares; 2025Q2: 2,268 shares; 2025Q3: 2,260 shares; 2025Q4: 2,251 shares 2,251 $248K 0.01% -9 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,419 shares; 2025Q3: 1,419 shares; 2025Q4: 1,419 shares 1,419 $238K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 1,760 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,720 shares 1,720 $236K 0.01% -40 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 1,748 shares; 2025Q1: 1,743 shares; 2025Q2: 1,696 shares; 2025Q3: 1,667 shares; 2025Q4: 1,653 shares 1,653 $233K 0.01% -14 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,104 shares; 2024Q4: 13,554 shares; 2025Q1: 13,872 shares; 2025Q2: 13,872 shares; 2025Q3: 13,872 shares; 2025Q4: 14,075 shares 14,075 $231K 0.01% +203 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,340 shares; 2025Q3: not reported; 2025Q4: 6,340 shares 6,340 $230K 0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 1,959 shares; 2025Q1: 1,959 shares; 2025Q2: 2,516 shares; 2025Q3: 1,779 shares; 2025Q4: 1,778 shares 1,778 $229K 0.01% -1 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,370 shares; 2025Q2: not reported; 2025Q3: 1,226 shares; 2025Q4: 1,214 shares 1,214 $225K 0.01% -12 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,876 shares; 2024Q4: 4,876 shares; 2025Q1: 4,876 shares; 2025Q2: 4,876 shares; 2025Q3: 4,876 shares; 2025Q4: 4,876 shares 4,876 $223K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 449 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 449 shares; 2025Q4: 449 shares 449 $220K 0.01% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,214 shares; 2025Q1: not reported; 2025Q2: 995 shares; 2025Q3: 995 shares; 2025Q4: 995 shares 995 $219K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: 2,621 shares; 2025Q1: 2,621 shares; 2025Q2: 2,621 shares; 2025Q3: 2,607 shares; 2025Q4: 2,150 shares 2,150 $217K 0.01% -457 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175 shares 175 $213K 0.01% new Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,711 shares; 2024Q4: 17,711 shares; 2025Q1: 17,711 shares; 2025Q2: 17,711 shares; 2025Q3: 17,711 shares; 2025Q4: 17,711 shares 17,711 $206K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,110 shares; 2025Q1: 1,010 shares; 2025Q2: 1,010 shares; 2025Q3: 1,026 shares; 2025Q4: 1,010 shares 1,010 $205K 0.01% -16 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,865 shares; 2024Q4: 19,865 shares; 2025Q1: 19,865 shares; 2025Q2: 19,865 shares; 2025Q3: 19,865 shares; 2025Q4: 19,865 shares 19,865 $201K 0.01% 0 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,795 shares; 2024Q4: 19,795 shares; 2025Q1: 19,795 shares; 2025Q2: 19,795 shares; 2025Q3: 19,795 shares; 2025Q4: 19,795 shares 19,795 $189K 0.01% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,025 shares; 2024Q4: 13,025 shares; 2025Q1: 13,025 shares; 2025Q2: 13,025 shares; 2025Q3: 13,025 shares; 2025Q4: 13,025 shares 13,025 $157K 0.01% 0 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,413 shares; 2024Q4: 13,413 shares; 2025Q1: 13,413 shares; 2025Q2: 13,413 shares; 2025Q3: 13,413 shares; 2025Q4: 13,413 shares 13,413 $144K 0.01% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,305 shares; 2024Q4: 12,305 shares; 2025Q1: 12,305 shares; 2025Q2: 12,305 shares; 2025Q3: 12,305 shares; 2025Q4: 12,305 shares 12,305 $139K 0.01% 0 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,348 shares; 2024Q4: 13,348 shares; 2025Q1: 13,348 shares; 2025Q2: 13,348 shares; 2025Q3: 13,348 shares; 2025Q4: 13,348 shares 13,348 $133K 0.01% 0 Timeline DMB BNY MELLON MUN BD INFRASTRUC More: the full row for BNY MELLON MUN BD INFRASTRUC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,075 shares; 2024Q4: 12,075 shares; 2025Q1: 12,075 shares; 2025Q2: 12,075 shares; 2025Q3: 12,075 shares; 2025Q4: 12,075 shares 12,075 $133K 0.01% 0 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,400 shares; 2025Q4: 15,400 shares 15,400 $132K 0.01% 0 Timeline SBI WESTERN ASSET INTER MUNI More: the full row for WESTERN ASSET INTER MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,110 shares; 2024Q4: 15,110 shares; 2025Q1: 15,110 shares; 2025Q2: 15,110 shares; 2025Q3: 15,110 shares; 2025Q4: 15,110 shares 15,110 $116K 0.01% 0 Timeline