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: 966,957 shares; 2024Q4: 975,468 shares; 2025Q1: 991,138 shares; 2025Q2: 991,068 shares; 2025Q3: 980,965 shares; 2025Q4: 974,883 shares 974,883 $471M 6.17% -6,082 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: 1,778,375 shares; 2024Q4: 1,760,160 shares; 2025Q1: 1,732,390 shares; 2025Q2: 1,729,819 shares; 2025Q3: 1,705,709 shares; 2025Q4: 1,683,579 shares 1,683,579 $458M 5.99% -22,130 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: 1,427,160 shares; 2024Q4: 1,428,400 shares; 2025Q1: 1,429,485 shares; 2025Q2: 1,425,595 shares; 2025Q3: 1,393,578 shares; 2025Q4: 1,370,381 shares 1,370,381 $430M 5.63% -23,197 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: 769,492 shares; 2024Q4: 761,467 shares; 2025Q1: 755,340 shares; 2025Q2: 767,328 shares; 2025Q3: 755,223 shares; 2025Q4: 746,883 shares 746,883 $241M 3.15% -8,340 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: 790,997 shares; 2024Q4: 803,526 shares; 2025Q1: 853,324 shares; 2025Q2: 900,568 shares; 2025Q3: 907,858 shares; 2025Q4: 919,389 shares 919,389 $212M 2.78% +11,531 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: 314,200 shares; 2024Q4: 315,976 shares; 2025Q1: 325,125 shares; 2025Q2: 341,527 shares; 2025Q3: 335,625 shares; 2025Q4: 336,080 shares 336,080 $211M 2.76% +455 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: 748,789 shares; 2024Q4: 832,022 shares; 2025Q1: 1,022,393 shares; 2025Q2: 1,103,390 shares; 2025Q3: 1,111,071 shares; 2025Q4: 1,128,349 shares 1,128,349 $210M 2.75% +17,278 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: 410,119 shares; 2024Q4: 410,560 shares; 2025Q1: 402,046 shares; 2025Q2: 397,410 shares; 2025Q3: 397,780 shares; 2025Q4: 398,923 shares 398,923 $201M 2.62% +1,143 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: 329,249 shares; 2024Q4: 332,955 shares; 2025Q1: 333,345 shares; 2025Q2: 334,210 shares; 2025Q3: 331,581 shares; 2025Q4: 335,969 shares 335,969 $192M 2.51% +4,388 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: 1,102,539 shares; 2024Q4: 1,090,976 shares; 2025Q1: 1,048,530 shares; 2025Q2: 1,041,529 shares; 2025Q3: 1,022,434 shares; 2025Q4: 1,009,661 shares 1,009,661 $155M 2.03% -12,773 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: 1,118,193 shares; 2024Q4: 1,122,846 shares; 2025Q1: 1,115,235 shares; 2025Q2: 1,103,285 shares; 2025Q3: 1,083,366 shares; 2025Q4: 1,059,662 shares 1,059,662 $152M 1.99% -23,704 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: 1,253,156 shares; 2024Q4: 1,276,184 shares; 2025Q1: 1,285,617 shares; 2025Q2: 1,386,713 shares; 2025Q3: 1,450,759 shares; 2025Q4: 1,568,882 shares 1,568,882 $140M 1.84% +118,123 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: 451,052 shares; 2024Q4: 451,011 shares; 2025Q1: 449,603 shares; 2025Q2: 444,740 shares; 2025Q3: 425,250 shares; 2025Q4: 420,489 shares 420,489 $132M 1.72% -4,761 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: 1,071,941 shares; 2024Q4: 1,067,626 shares; 2025Q1: 1,052,107 shares; 2025Q2: 1,057,152 shares; 2025Q3: 1,026,086 shares; 2025Q4: 1,011,054 shares 1,011,054 $127M 1.66% -15,032 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: 563,274 shares; 2024Q4: 544,864 shares; 2025Q1: 532,839 shares; 2025Q2: 531,684 shares; 2025Q3: 521,102 shares; 2025Q4: 513,091 shares 513,091 $124M 1.62% -8,011 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: 154,113 shares; 2024Q4: 153,001 shares; 2025Q1: 146,798 shares; 2025Q2: 144,811 shares; 2025Q3: 142,239 shares; 2025Q4: 141,010 shares 141,010 $122M 1.59% -1,229 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: 368,841 shares; 2024Q4: 360,595 shares; 2025Q1: 352,304 shares; 2025Q2: 352,744 shares; 2025Q3: 345,401 shares; 2025Q4: 348,174 shares 348,174 $114M 1.49% +2,773 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: 179,884 shares; 2024Q4: 179,963 shares; 2025Q1: 189,952 shares; 2025Q2: 190,864 shares; 2025Q3: 192,260 shares; 2025Q4: 194,369 shares 194,369 $113M 1.47% +2,109 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: 132,082 shares; 2024Q4: 139,346 shares; 2025Q1: 146,465 shares; 2025Q2: 156,082 shares; 2025Q3: 157,155 shares; 2025Q4: 163,517 shares 163,517 $108M 1.41% +6,362 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: 203,967 shares; 2024Q4: 203,753 shares; 2025Q1: 197,226 shares; 2025Q2: 197,948 shares; 2025Q3: 205,182 shares; 2025Q4: 212,372 shares 212,372 $99.2M 1.3% +7,190 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: 227,333 shares; 2024Q4: 232,883 shares; 2025Q1: 246,512 shares; 2025Q2: 249,742 shares; 2025Q3: 235,879 shares; 2025Q4: 228,951 shares 228,951 $97.6M 1.28% -6,928 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,394 shares; 2024Q4: 125,370 shares; 2025Q1: 126,012 shares; 2025Q2: 128,910 shares; 2025Q3: 131,758 shares; 2025Q4: 145,542 shares 145,542 $96.4M 1.26% +13,784 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: 1,070,660 shares; 2024Q4: 1,090,096 shares; 2025Q1: 1,110,121 shares; 2025Q2: 1,151,060 shares; 2025Q3: 1,115,973 shares; 2025Q4: 1,124,864 shares 1,124,864 $90.3M 1.18% +8,891 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: 352,223 shares; 2024Q4: 345,087 shares; 2025Q1: 330,085 shares; 2025Q2: 329,802 shares; 2025Q3: 331,075 shares; 2025Q4: 328,449 shares 328,449 $89.1M 1.17% -2,626 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: 293,475 shares; 2024Q4: 297,999 shares; 2025Q1: 301,102 shares; 2025Q2: 301,169 shares; 2025Q3: 289,986 shares; 2025Q4: 320,509 shares 320,509 $86M 1.13% +30,523 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: 638,778 shares; 2024Q4: 631,643 shares; 2025Q1: 618,286 shares; 2025Q2: 602,404 shares; 2025Q3: 567,778 shares; 2025Q4: 556,259 shares 556,259 $80.6M 1.05% -11,519 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: 39,209 shares; 2024Q4: 38,300 shares; 2025Q1: 35,609 shares; 2025Q2: 198,567 shares; 2025Q3: 218,072 shares; 2025Q4: 238,030 shares 238,030 $75.8M 0.99% +19,958 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: 231,081 shares; 2024Q4: 235,495 shares; 2025Q1: 239,225 shares; 2025Q2: 240,365 shares; 2025Q3: 238,070 shares; 2025Q4: 236,227 shares 236,227 $73.9M 0.97% -1,843 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: 541,778 shares; 2024Q4: 534,400 shares; 2025Q1: 514,160 shares; 2025Q2: 508,151 shares; 2025Q3: 496,109 shares; 2025Q4: 478,543 shares 478,543 $72.9M 0.95% -17,566 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: 246,191 shares; 2024Q4: 250,845 shares; 2025Q1: 251,151 shares; 2025Q2: 260,101 shares; 2025Q3: 266,965 shares; 2025Q4: 270,916 shares 270,916 $71.9M 0.94% +3,951 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: 387,189 shares; 2024Q4: 398,879 shares; 2025Q1: 393,614 shares; 2025Q2: 391,489 shares; 2025Q3: 395,165 shares; 2025Q4: 410,215 shares 410,215 $70.2M 0.92% +15,050 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: 619,741 shares; 2024Q4: 612,162 shares; 2025Q1: 590,400 shares; 2025Q2: 589,701 shares; 2025Q3: 588,667 shares; 2025Q4: 592,671 shares 592,671 $69.5M 0.91% +4,004 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: 276,058 shares; 2024Q4: 278,185 shares; 2025Q1: 275,311 shares; 2025Q2: 275,728 shares; 2025Q3: 270,274 shares; 2025Q4: 309,174 shares 309,174 $67.9M 0.89% +38,900 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: 56,458 shares; 2024Q4: 58,456 shares; 2025Q1: 70,009 shares; 2025Q2: 65,050 shares; 2025Q3: 63,844 shares; 2025Q4: 61,568 shares 61,568 $65.9M 0.86% -2,276 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: 118,815 shares; 2024Q4: 118,577 shares; 2025Q1: 118,888 shares; 2025Q2: 118,915 shares; 2025Q3: 117,970 shares; 2025Q4: 120,642 shares 120,642 $63M 0.83% +2,672 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: 176,942 shares; 2024Q4: 175,913 shares; 2025Q1: 171,259 shares; 2025Q2: 170,562 shares; 2025Q3: 182,792 shares; 2025Q4: 186,045 shares 186,045 $61.4M 0.8% +3,253 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: 393,236 shares; 2024Q4: 407,162 shares; 2025Q1: 437,547 shares; 2025Q2: 464,245 shares; 2025Q3: 475,518 shares; 2025Q4: 495,044 shares 495,044 $59.5M 0.78% +19,526 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: 571,042 shares; 2024Q4: 609,290 shares; 2025Q1: 654,930 shares; 2025Q2: 771,412 shares; 2025Q3: 812,702 shares; 2025Q4: 859,610 shares 859,610 $56.7M 0.74% +46,908 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: 711,788 shares; 2024Q4: 704,835 shares; 2025Q1: 697,107 shares; 2025Q2: 708,290 shares; 2025Q3: 716,739 shares; 2025Q4: 710,963 shares 710,963 $56.7M 0.74% -5,776 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 66 shares; 2025Q4: 74 shares 74 $55.9M 0.73% +8 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,776 shares; 2024Q4: 668,858 shares; 2025Q1: 619,025 shares; 2025Q2: 620,943 shares; 2025Q3: 625,639 shares; 2025Q4: 642,293 shares 642,293 $53.8M 0.7% +16,654 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: 149,366 shares; 2024Q4: 147,810 shares; 2025Q1: 151,501 shares; 2025Q2: 161,794 shares; 2025Q3: 161,168 shares; 2025Q4: 157,268 shares 157,268 $52.7M 0.69% -3,900 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,920 shares; 2024Q4: 211,184 shares; 2025Q1: 209,020 shares; 2025Q2: 210,805 shares; 2025Q3: 208,210 shares; 2025Q4: 206,961 shares 206,961 $51.9M 0.68% -1,249 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: 454,182 shares; 2024Q4: 449,359 shares; 2025Q1: 299,987 shares; 2025Q2: 268,095 shares; 2025Q3: 254,517 shares; 2025Q4: 242,668 shares 242,668 $50.2M 0.66% -11,849 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: 212,626 shares; 2024Q4: 210,930 shares; 2025Q1: 208,529 shares; 2025Q2: 206,571 shares; 2025Q3: 203,424 shares; 2025Q4: 200,376 shares 200,376 $49.6M 0.65% -3,048 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: 1,648 shares; 2024Q4: 3,296 shares; 2025Q1: 3,330 shares; 2025Q2: 3,581 shares; 2025Q3: 178,286 shares; 2025Q4: 264,643 shares 264,643 $48.7M 0.64% +86,357 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: 413,642 shares; 2024Q4: 412,247 shares; 2025Q1: 407,248 shares; 2025Q2: 403,198 shares; 2025Q3: 386,049 shares; 2025Q4: 381,913 shares 381,913 $42.6M 0.56% -4,136 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 562,908 shares; 2024Q4: 579,561 shares; 2025Q1: 596,475 shares; 2025Q2: 589,705 shares; 2025Q3: 605,149 shares; 2025Q4: 566,253 shares 566,253 $38.8M 0.51% -38,896 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,986 shares; 2024Q4: 448,449 shares; 2025Q1: 455,367 shares; 2025Q2: 529,394 shares; 2025Q3: 527,906 shares; 2025Q4: 574,589 shares 574,589 $38.6M 0.51% +46,683 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: 61,650 shares; 2024Q4: 61,850 shares; 2025Q1: 61,708 shares; 2025Q2: 61,808 shares; 2025Q3: 61,713 shares; 2025Q4: 63,317 shares 63,317 $38.3M 0.5% +1,604 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: 100,676 shares; 2024Q4: 101,324 shares; 2025Q1: 101,759 shares; 2025Q2: 101,601 shares; 2025Q3: 101,169 shares; 2025Q4: 102,538 shares 102,538 $37.9M 0.5% +1,369 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: 954 shares; 2024Q4: 954 shares; 2025Q1: 1,072 shares; 2025Q2: 1,027 shares; 2025Q3: 1,231 shares; 2025Q4: 432,835 shares 432,835 $35.4M 0.46% +431,604 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: 141,104 shares; 2024Q4: 144,664 shares; 2025Q1: 141,595 shares; 2025Q2: 140,722 shares; 2025Q3: 110,340 shares; 2025Q4: 93,565 shares 93,565 $31.5M 0.41% -16,775 Timeline VMBS 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: 407,702 shares; 2024Q4: 542,617 shares; 2025Q1: 591,635 shares; 2025Q2: 607,738 shares; 2025Q3: 590,937 shares; 2025Q4: 632,336 shares 632,336 $29.8M 0.39% +41,399 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: 142,771 shares; 2024Q4: 140,258 shares; 2025Q1: 133,268 shares; 2025Q2: 130,613 shares; 2025Q3: 128,083 shares; 2025Q4: 120,886 shares 120,886 $28M 0.37% -7,197 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,251 shares; 2024Q4: 26,093 shares; 2025Q1: 25,876 shares; 2025Q2: 26,107 shares; 2025Q3: 26,044 shares; 2025Q4: 25,740 shares 25,740 $27.7M 0.36% -304 Timeline JQUA 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,112 shares; 2024Q4: 364,087 shares; 2025Q1: 386,212 shares; 2025Q2: 403,621 shares; 2025Q3: 407,155 shares; 2025Q4: 436,961 shares 436,961 $27.6M 0.36% +29,806 Timeline ISTB 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: 2,500 shares; 2024Q4: 2,520 shares; 2025Q1: 2,490 shares; 2025Q2: not reported; 2025Q3: 421,596 shares; 2025Q4: 556,170 shares 556,170 $27.1M 0.35% +134,574 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: 586,165 shares; 2024Q4: 629,111 shares; 2025Q1: 650,747 shares; 2025Q2: 693,523 shares; 2025Q3: 529,604 shares; 2025Q4: 512,016 shares 512,016 $27.1M 0.35% -17,588 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: 122,370 shares; 2024Q4: 120,686 shares; 2025Q1: 119,991 shares; 2025Q2: 118,957 shares; 2025Q3: 118,647 shares; 2025Q4: 116,896 shares 116,896 $26.7M 0.35% -1,751 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: 31,167 shares; 2024Q4: 33,273 shares; 2025Q1: 33,998 shares; 2025Q2: 34,440 shares; 2025Q3: 34,417 shares; 2025Q4: 38,425 shares 38,425 $26.3M 0.34% +4,008 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,366 shares; 2024Q4: 306,590 shares; 2025Q1: 353,262 shares; 2025Q2: 367,390 shares; 2025Q3: 358,896 shares; 2025Q4: 208,152 shares 208,152 $26.2M 0.34% -150,744 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: 97,374 shares; 2024Q4: 99,256 shares; 2025Q1: 100,027 shares; 2025Q2: 98,311 shares; 2025Q3: 98,372 shares; 2025Q4: 100,211 shares 100,211 $25.9M 0.34% +1,839 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,169 shares; 2024Q4: 926,437 shares; 2025Q1: 959,046 shares; 2025Q2: 941,707 shares; 2025Q3: 951,550 shares; 2025Q4: 933,529 shares 933,529 $25.4M 0.33% -18,021 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: 173,740 shares; 2024Q4: 166,082 shares; 2025Q1: 162,165 shares; 2025Q2: 161,564 shares; 2025Q3: 156,087 shares; 2025Q4: 134,736 shares 134,736 $24.7M 0.32% -21,351 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: 264,048 shares; 2024Q4: 249,525 shares; 2025Q1: 258,907 shares; 2025Q2: 263,658 shares; 2025Q3: 308,868 shares; 2025Q4: 296,970 shares 296,970 $23.4M 0.31% -11,898 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,350 shares; 2024Q4: 366,591 shares; 2025Q1: 371,748 shares; 2025Q2: 382,437 shares; 2025Q3: 339,921 shares; 2025Q4: 181,495 shares 181,495 $23M 0.3% -158,426 Timeline SPIB 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: 162,235 shares; 2024Q4: 172,720 shares; 2025Q1: 174,995 shares; 2025Q2: 171,550 shares; 2025Q3: 565,498 shares; 2025Q4: 675,373 shares 675,373 $22.8M 0.3% +109,875 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,958 shares; 2024Q4: 114,621 shares; 2025Q1: 118,195 shares; 2025Q2: 117,999 shares; 2025Q3: 118,538 shares; 2025Q4: 131,755 shares 131,755 $21.6M 0.28% +13,217 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: 145,682 shares; 2024Q4: 145,585 shares; 2025Q1: 91,252 shares; 2025Q2: 80,807 shares; 2025Q3: 74,471 shares; 2025Q4: 68,229 shares 68,229 $20.9M 0.27% -6,242 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: 76,616 shares; 2024Q4: 73,940 shares; 2025Q1: 70,893 shares; 2025Q2: 70,902 shares; 2025Q3: 69,852 shares; 2025Q4: 69,414 shares 69,414 $20M 0.26% -438 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,336 shares; 2024Q4: 377,418 shares; 2025Q1: 373,158 shares; 2025Q2: 371,803 shares; 2025Q3: 370,289 shares; 2025Q4: 367,072 shares 367,072 $19.8M 0.26% -3,217 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: 193,692 shares; 2024Q4: 197,806 shares; 2025Q1: 210,482 shares; 2025Q2: 211,500 shares; 2025Q3: 205,454 shares; 2025Q4: 203,958 shares 203,958 $19.6M 0.26% -1,496 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,330 shares; 2024Q4: 1,079,436 shares; 2025Q1: 1,053,093 shares; 2025Q2: 1,045,997 shares; 2025Q3: 1,045,557 shares; 2025Q4: 726,836 shares 726,836 $19.1M 0.25% -318,721 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,124 shares; 2024Q4: 254,631 shares; 2025Q1: 251,710 shares; 2025Q2: 251,073 shares; 2025Q3: 253,054 shares; 2025Q4: 256,064 shares 256,064 $18.8M 0.25% +3,010 Timeline SHY 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: 303,220 shares; 2024Q4: 340,050 shares; 2025Q1: 404,252 shares; 2025Q2: 456,099 shares; 2025Q3: 274,615 shares; 2025Q4: 227,158 shares 227,158 $18.8M 0.25% -47,457 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,438 shares; 2024Q4: 259,069 shares; 2025Q1: 257,422 shares; 2025Q2: 255,663 shares; 2025Q3: 253,747 shares; 2025Q4: 249,873 shares 249,873 $18.4M 0.24% -3,874 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: 157,524 shares; 2024Q4: 164,671 shares; 2025Q1: 166,502 shares; 2025Q2: 166,184 shares; 2025Q3: 167,218 shares; 2025Q4: 174,772 shares 174,772 $16.8M 0.22% +7,554 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: 47,357 shares; 2024Q4: 47,319 shares; 2025Q1: 47,189 shares; 2025Q2: 46,477 shares; 2025Q3: 49,164 shares; 2025Q4: 47,998 shares 47,998 $16.6M 0.22% -1,166 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: 248,992 shares; 2024Q4: 210,258 shares; 2025Q1: 183,777 shares; 2025Q2: 174,744 shares; 2025Q3: 156,588 shares; 2025Q4: 139,267 shares 139,267 $15.9M 0.21% -17,321 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,360 shares; 2024Q4: 34,731 shares; 2025Q1: 34,537 shares; 2025Q2: 34,643 shares; 2025Q3: 34,912 shares; 2025Q4: 34,941 shares 34,941 $15.7M 0.21% +29 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: 200,598 shares; 2024Q4: 185,122 shares; 2025Q1: 167,339 shares; 2025Q2: 161,876 shares; 2025Q3: 159,362 shares; 2025Q4: 155,259 shares 155,259 $15.5M 0.2% -4,103 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: 122,099 shares; 2024Q4: 116,973 shares; 2025Q1: 111,405 shares; 2025Q2: 110,121 shares; 2025Q3: 108,366 shares; 2025Q4: 108,375 shares 108,375 $14.8M 0.19% +9 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: 75,582 shares; 2024Q4: 74,412 shares; 2025Q1: 71,433 shares; 2025Q2: 70,494 shares; 2025Q3: 68,339 shares; 2025Q4: 63,440 shares 63,440 $14.5M 0.19% -4,899 Timeline MBB 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: 117,490 shares; 2024Q4: 123,495 shares; 2025Q1: 138,177 shares; 2025Q2: 140,933 shares; 2025Q3: 141,122 shares; 2025Q4: 152,596 shares 152,596 $14.5M 0.19% +11,474 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,082 shares; 2024Q4: 49,730 shares; 2025Q1: 49,444 shares; 2025Q2: 51,385 shares; 2025Q3: 50,971 shares; 2025Q4: 100,780 shares 100,780 $14.5M 0.19% +49,809 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: 1,927 shares; 2024Q4: 58,569 shares; 2025Q1: 78,171 shares; 2025Q2: 102,941 shares; 2025Q3: 106,068 shares; 2025Q4: 70,451 shares 70,451 $14.3M 0.19% -35,617 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: 37,784 shares; 2024Q4: 37,844 shares; 2025Q1: 37,839 shares; 2025Q2: 37,839 shares; 2025Q3: 37,839 shares; 2025Q4: 37,739 shares 37,739 $14.1M 0.18% -100 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,701 shares; 2024Q4: 74,493 shares; 2025Q1: 71,227 shares; 2025Q2: 70,627 shares; 2025Q3: 68,260 shares; 2025Q4: 65,659 shares 65,659 $13.9M 0.18% -2,601 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: 194,252 shares; 2024Q4: 185,323 shares; 2025Q1: 157,722 shares; 2025Q2: 139,728 shares; 2025Q3: 133,436 shares; 2025Q4: 124,785 shares 124,785 $13.2M 0.17% -8,651 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,665 shares; 2024Q4: 1,640 shares; 2025Q1: 1,590 shares; 2025Q2: 1,590 shares; 2025Q3: 142,934 shares; 2025Q4: 169,968 shares 169,968 $13.2M 0.17% +27,034 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA 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: 385,513 shares; 2025Q3: 779,194 shares; 2025Q4: 779,194 shares 779,194 $13.1M 0.17% 0 Timeline SHYG 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: 302,023 shares; 2024Q4: 303,830 shares; 2025Q1: 319,739 shares; 2025Q2: 313,519 shares; 2025Q3: 309,335 shares; 2025Q4: 305,003 shares 305,003 $13.1M 0.17% -4,332 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: 109,654 shares; 2024Q4: 108,199 shares; 2025Q1: 104,683 shares; 2025Q2: 104,542 shares; 2025Q3: 104,171 shares; 2025Q4: 106,562 shares 106,562 $12.8M 0.17% +2,391 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: 19,411 shares; 2024Q4: 18,282 shares; 2025Q1: 18,262 shares; 2025Q2: 18,299 shares; 2025Q3: 18,040 shares; 2025Q4: 18,221 shares 18,221 $12.5M 0.16% +181 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: 98,355 shares; 2024Q4: 97,935 shares; 2025Q1: 95,677 shares; 2025Q2: 95,181 shares; 2025Q3: 94,321 shares; 2025Q4: 93,859 shares 93,859 $12.5M 0.16% -462 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,889 shares; 2024Q4: 36,679 shares; 2025Q1: 35,452 shares; 2025Q2: 35,621 shares; 2025Q3: 36,397 shares; 2025Q4: 36,083 shares 36,083 $12.4M 0.16% -314 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: 47,432 shares; 2024Q4: 46,815 shares; 2025Q1: 46,308 shares; 2025Q2: 48,085 shares; 2025Q3: 48,262 shares; 2025Q4: 48,005 shares 48,005 $12.4M 0.16% -257 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: 181,709 shares; 2024Q4: 167,936 shares; 2025Q1: 167,736 shares; 2025Q2: 168,119 shares; 2025Q3: 167,501 shares; 2025Q4: 167,007 shares 167,007 $11.7M 0.15% -494 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: 117,169 shares; 2024Q4: 116,489 shares; 2025Q1: 85,187 shares; 2025Q2: 85,823 shares; 2025Q3: 84,707 shares; 2025Q4: 84,499 shares 84,499 $11.6M 0.15% -208 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: 41,580 shares; 2024Q4: 41,239 shares; 2025Q1: 41,221 shares; 2025Q2: 40,794 shares; 2025Q3: 39,600 shares; 2025Q4: 39,277 shares 39,277 $11.4M 0.15% -323 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: 40,018 shares; 2024Q4: 43,865 shares; 2025Q1: 57,386 shares; 2025Q2: 58,109 shares; 2025Q3: 57,575 shares; 2025Q4: 58,213 shares 58,213 $11.3M 0.15% +638 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,226 shares; 2024Q4: 87,374 shares; 2025Q1: 83,614 shares; 2025Q2: 82,137 shares; 2025Q3: 81,092 shares; 2025Q4: 80,398 shares 80,398 $11.3M 0.15% -694 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: 262,805 shares; 2024Q4: 242,140 shares; 2025Q1: 232,914 shares; 2025Q2: 61,335 shares; 2025Q3: 52,935 shares; 2025Q4: 38,208 shares 38,208 $11.1M 0.14% -14,727 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: 33,612 shares; 2024Q4: 32,318 shares; 2025Q1: 31,638 shares; 2025Q2: 31,218 shares; 2025Q3: 30,029 shares; 2025Q4: 28,120 shares 28,120 $10.9M 0.14% -1,909 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: 310,471 shares; 2024Q4: 281,841 shares; 2025Q1: 276,627 shares; 2025Q2: 265,627 shares; 2025Q3: 249,906 shares; 2025Q4: 60,116 shares 60,116 $10.7M 0.14% -189,790 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,696 shares; 2024Q4: 38,320 shares; 2025Q1: 36,962 shares; 2025Q2: 36,561 shares; 2025Q3: 35,138 shares; 2025Q4: 33,919 shares 33,919 $10.2M 0.13% -1,219 Timeline GOVT 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: 755,885 shares; 2024Q4: 655,495 shares; 2025Q1: 708,303 shares; 2025Q2: 800,183 shares; 2025Q3: 495,370 shares; 2025Q4: 429,576 shares 429,576 $9.89M 0.13% -65,794 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: 66,147 shares; 2024Q4: 67,077 shares; 2025Q1: 64,844 shares; 2025Q2: 64,515 shares; 2025Q3: 68,289 shares; 2025Q4: 86,311 shares 86,311 $9.24M 0.12% +18,022 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: 25,749 shares; 2024Q4: 25,324 shares; 2025Q1: 25,354 shares; 2025Q2: 25,909 shares; 2025Q3: 25,286 shares; 2025Q4: 25,684 shares 25,684 $9.01M 0.12% +398 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: 159,507 shares; 2024Q4: 165,881 shares; 2025Q1: 159,230 shares; 2025Q2: 159,256 shares; 2025Q3: 163,287 shares; 2025Q4: 163,336 shares 163,336 $8.78M 0.11% +49 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,332 shares; 2024Q4: 25,048 shares; 2025Q1: 35,943 shares; 2025Q2: 35,210 shares; 2025Q3: 35,069 shares; 2025Q4: 42,286 shares 42,286 $8.44M 0.11% +7,217 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,825 shares; 2024Q4: 82,925 shares; 2025Q1: 82,966 shares; 2025Q2: 79,957 shares; 2025Q3: 78,478 shares; 2025Q4: 78,349 shares 78,349 $8.26M 0.11% -129 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: 35,863 shares; 2024Q4: 35,853 shares; 2025Q1: 35,682 shares; 2025Q2: 35,783 shares; 2025Q3: 34,750 shares; 2025Q4: 67,979 shares 67,979 $8.12M 0.11% +33,229 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: 11,789 shares; 2024Q4: 11,515 shares; 2025Q1: 10,065 shares; 2025Q2: 10,030 shares; 2025Q3: 10,011 shares; 2025Q4: 9,761 shares 9,761 $8.02M 0.1% -250 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,439 shares; 2024Q4: 337,588 shares; 2025Q1: 373,786 shares; 2025Q2: 334,759 shares; 2025Q3: 337,124 shares; 2025Q4: 330,110 shares 330,110 $7.94M 0.1% -7,014 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: 28,056 shares; 2024Q4: 27,280 shares; 2025Q1: 32,109 shares; 2025Q2: 31,965 shares; 2025Q3: 31,513 shares; 2025Q4: 30,385 shares 30,385 $7.48M 0.1% -1,128 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: 172,563 shares; 2024Q4: 166,703 shares; 2025Q1: 159,172 shares; 2025Q2: 155,743 shares; 2025Q3: 152,604 shares; 2025Q4: 134,602 shares 134,602 $7.26M 0.1% -18,002 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: 36,372 shares; 2024Q4: 36,222 shares; 2025Q1: 33,318 shares; 2025Q2: 33,318 shares; 2025Q3: 32,803 shares; 2025Q4: 32,628 shares 32,628 $7.17M 0.09% -175 Timeline USIG 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: 201,453 shares; 2024Q4: 221,230 shares; 2025Q1: 247,960 shares; 2025Q2: 276,349 shares; 2025Q3: 157,250 shares; 2025Q4: 137,908 shares 137,908 $7.14M 0.09% -19,342 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,333 shares; 2024Q4: 286,705 shares; 2025Q1: 310,377 shares; 2025Q2: 278,875 shares; 2025Q3: 269,383 shares; 2025Q4: 259,978 shares 259,978 $7M 0.09% -9,405 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: 108,909 shares; 2024Q4: 106,438 shares; 2025Q1: 102,005 shares; 2025Q2: 99,963 shares; 2025Q3: 97,173 shares; 2025Q4: 88,035 shares 88,035 $6.96M 0.09% -9,138 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: 167,438 shares; 2024Q4: 158,029 shares; 2025Q1: 143,843 shares; 2025Q2: 141,538 shares; 2025Q3: 136,207 shares; 2025Q4: 127,009 shares 127,009 $6.86M 0.09% -9,198 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,636 shares; 2024Q4: 43,293 shares; 2025Q1: 43,176 shares; 2025Q2: 43,182 shares; 2025Q3: 110,016 shares; 2025Q4: 109,473 shares 109,473 $6.84M 0.09% -543 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: 25,593 shares; 2024Q4: 25,316 shares; 2025Q1: 23,619 shares; 2025Q2: 23,385 shares; 2025Q3: 23,352 shares; 2025Q4: 22,665 shares 22,665 $6.71M 0.09% -687 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: 15,487 shares; 2024Q4: 15,633 shares; 2025Q1: 15,048 shares; 2025Q2: 15,042 shares; 2025Q3: 14,023 shares; 2025Q4: 13,191 shares 13,191 $6.38M 0.08% -832 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531,224 shares; 2024Q4: 539,589 shares; 2025Q1: 583,987 shares; 2025Q2: 528,816 shares; 2025Q3: 514,541 shares; 2025Q4: 74,197 shares 74,197 $6.26M 0.08% -440,344 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,635 shares; 2024Q4: 196,739 shares; 2025Q1: 203,862 shares; 2025Q2: 196,910 shares; 2025Q3: 193,247 shares; 2025Q4: 190,984 shares 190,984 $6.23M 0.08% -2,263 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,194 shares; 2024Q4: 8,157 shares; 2025Q1: 8,137 shares; 2025Q2: 8,117 shares; 2025Q3: 8,117 shares; 2025Q4: 8,147 shares 8,147 $6.14M 0.08% +30 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: 40,642 shares; 2024Q4: 40,478 shares; 2025Q1: 40,379 shares; 2025Q2: 40,379 shares; 2025Q3: 40,448 shares; 2025Q4: 40,088 shares 40,088 $6.06M 0.08% -360 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,717 shares; 2024Q4: 15,695 shares; 2025Q1: 15,708 shares; 2025Q2: 15,710 shares; 2025Q3: 15,717 shares; 2025Q4: 16,916 shares 16,916 $5.96M 0.08% +1,199 Timeline VGSH 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: 89,840 shares; 2024Q4: 92,489 shares; 2025Q1: 99,029 shares; 2025Q2: 95,144 shares; 2025Q3: 96,423 shares; 2025Q4: 100,201 shares 100,201 $5.88M 0.08% +3,778 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,413 shares; 2024Q4: 43,418 shares; 2025Q1: 42,786 shares; 2025Q2: 42,788 shares; 2025Q3: 42,789 shares; 2025Q4: 42,847 shares 42,847 $5.72M 0.07% +58 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: 80,712 shares; 2024Q4: 79,160 shares; 2025Q1: 76,798 shares; 2025Q2: 75,108 shares; 2025Q3: 74,031 shares; 2025Q4: 72,839 shares 72,839 $5.61M 0.07% -1,192 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,118 shares; 2024Q4: 198,678 shares; 2025Q1: 196,835 shares; 2025Q2: 177,645 shares; 2025Q3: 172,587 shares; 2025Q4: 40,510 shares 40,510 $5.52M 0.07% -132,077 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: 31,857 shares; 2024Q4: 31,903 shares; 2025Q1: 32,063 shares; 2025Q2: 31,925 shares; 2025Q3: 29,514 shares; 2025Q4: 29,188 shares 29,188 $5.49M 0.07% -326 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: 37,320 shares; 2024Q4: 38,215 shares; 2025Q1: 38,822 shares; 2025Q2: 43,682 shares; 2025Q3: 43,488 shares; 2025Q4: 44,258 shares 44,258 $5.46M 0.07% +770 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,778 shares; 2024Q4: 39,054 shares; 2025Q1: 35,660 shares; 2025Q2: 33,779 shares; 2025Q3: 32,425 shares; 2025Q4: 27,819 shares 27,819 $5.4M 0.07% -4,606 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: 36,491 shares; 2024Q4: 32,818 shares; 2025Q1: 32,989 shares; 2025Q2: 32,407 shares; 2025Q3: 32,257 shares; 2025Q4: 32,220 shares 32,220 $5.21M 0.07% -37 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: 121,448 shares; 2024Q4: 123,688 shares; 2025Q1: 119,557 shares; 2025Q2: 123,843 shares; 2025Q3: 119,997 shares; 2025Q4: 94,854 shares 94,854 $5.11M 0.07% -25,143 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,994 shares; 2024Q4: 24,031 shares; 2025Q1: 23,700 shares; 2025Q2: 23,832 shares; 2025Q3: 23,854 shares; 2025Q4: 23,598 shares 23,598 $4.93M 0.06% -256 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: 89,135 shares; 2024Q4: 81,623 shares; 2025Q1: 79,944 shares; 2025Q2: 77,334 shares; 2025Q3: 71,524 shares; 2025Q4: 66,944 shares 66,944 $4.93M 0.06% -4,580 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: 20,745 shares; 2024Q4: 20,040 shares; 2025Q1: 19,926 shares; 2025Q2: 19,801 shares; 2025Q3: 17,473 shares; 2025Q4: 16,737 shares 16,737 $4.86M 0.06% -736 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,389 shares; 2024Q4: 24,074 shares; 2025Q1: 23,701 shares; 2025Q2: 23,497 shares; 2025Q3: 21,966 shares; 2025Q4: 22,238 shares 22,238 $4.72M 0.06% +272 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: 74,889 shares; 2024Q4: 70,024 shares; 2025Q1: 67,448 shares; 2025Q2: 63,828 shares; 2025Q3: 61,075 shares; 2025Q4: 54,705 shares 54,705 $4.61M 0.06% -6,370 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,621 shares; 2024Q4: 81,828 shares; 2025Q1: 78,625 shares; 2025Q2: 79,207 shares; 2025Q3: 76,650 shares; 2025Q4: 75,995 shares 75,995 $4.57M 0.06% -655 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,751 shares; 2024Q4: 18,751 shares; 2025Q1: 18,592 shares; 2025Q2: 17,602 shares; 2025Q3: 17,615 shares; 2025Q4: 17,615 shares 17,615 $4.51M 0.06% 0 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: 14,042 shares; 2024Q4: 13,987 shares; 2025Q1: 14,197 shares; 2025Q2: 14,733 shares; 2025Q3: 14,634 shares; 2025Q4: 14,282 shares 14,282 $4.4M 0.06% -352 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: 5,043 shares; 2024Q4: 5,053 shares; 2025Q1: 5,053 shares; 2025Q2: 5,063 shares; 2025Q3: 5,053 shares; 2025Q4: 15,159 shares 15,159 $4.35M 0.06% +10,106 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,250 shares; 2024Q4: 25,345 shares; 2025Q1: 25,340 shares; 2025Q2: 24,889 shares; 2025Q3: 22,406 shares; 2025Q4: 22,406 shares 22,406 $3.98M 0.05% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,930 shares; 2024Q4: 22,930 shares; 2025Q1: 22,980 shares; 2025Q2: 22,980 shares; 2025Q3: 22,980 shares; 2025Q4: 32,713 shares 32,713 $3.96M 0.05% +9,733 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,487 shares; 2024Q4: 132,247 shares; 2025Q1: 145,202 shares; 2025Q2: 131,519 shares; 2025Q3: 128,447 shares; 2025Q4: 120,022 shares 120,022 $3.93M 0.05% -8,425 Timeline BY BYLINE BANCORP INC More: the full row for BYLINE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,158 shares; 2024Q4: 134,158 shares; 2025Q1: 134,158 shares; 2025Q2: 134,158 shares; 2025Q3: 134,158 shares; 2025Q4: 134,158 shares 134,158 $3.91M 0.05% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,456 shares; 2024Q4: 53,181 shares; 2025Q1: 52,449 shares; 2025Q2: 51,501 shares; 2025Q3: 50,802 shares; 2025Q4: 49,976 shares 49,976 $3.7M 0.05% -826 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,842 shares; 2024Q4: 136,566 shares; 2025Q1: 137,189 shares; 2025Q2: 131,182 shares; 2025Q3: 122,449 shares; 2025Q4: 122,340 shares 122,340 $3.69M 0.05% -109 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,990 shares; 2024Q4: 11,990 shares; 2025Q1: 12,000 shares; 2025Q2: 11,990 shares; 2025Q3: 11,990 shares; 2025Q4: 11,990 shares 11,990 $3.58M 0.05% 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: 672 shares; 2024Q4: 661 shares; 2025Q1: 661 shares; 2025Q2: 641 shares; 2025Q3: 654 shares; 2025Q4: 654 shares 654 $3.5M 0.05% 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: 7,193 shares; 2024Q4: 7,168 shares; 2025Q1: 7,161 shares; 2025Q2: 7,122 shares; 2025Q3: 7,130 shares; 2025Q4: 7,122 shares 7,122 $3.49M 0.05% -8 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,833 shares; 2024Q4: 19,503 shares; 2025Q1: 19,303 shares; 2025Q2: 19,204 shares; 2025Q3: 19,154 shares; 2025Q4: 16,984 shares 16,984 $3.49M 0.05% -2,170 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: 50,853 shares; 2024Q4: 50,932 shares; 2025Q1: 49,253 shares; 2025Q2: 49,619 shares; 2025Q3: 49,094 shares; 2025Q4: 55,709 shares 55,709 $3.48M 0.05% +6,615 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 2,382 shares; 2025Q1: 4,800 shares; 2025Q2: 4,986 shares; 2025Q3: 7,391 shares; 2025Q4: 7,310 shares 7,310 $3.46M 0.05% -81 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,474 shares; 2024Q4: 6,392 shares; 2025Q1: 6,319 shares; 2025Q2: 6,924 shares; 2025Q3: 6,864 shares; 2025Q4: 6,867 shares 6,867 $3.35M 0.04% +3 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: 95,067 shares; 2024Q4: 130,273 shares; 2025Q1: 130,285 shares; 2025Q2: 111,660 shares; 2025Q3: 93,712 shares; 2025Q4: 92,244 shares 92,244 $3.34M 0.04% -1,468 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: 20,243 shares; 2024Q4: 19,117 shares; 2025Q1: 17,319 shares; 2025Q2: 17,831 shares; 2025Q3: 17,049 shares; 2025Q4: 16,930 shares 16,930 $3.3M 0.04% -119 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,893 shares; 2024Q4: 85,123 shares; 2025Q1: 71,683 shares; 2025Q2: 67,504 shares; 2025Q3: 65,090 shares; 2025Q4: 63,428 shares 63,428 $3.22M 0.04% -1,662 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: 20,131 shares; 2024Q4: 19,933 shares; 2025Q1: 19,934 shares; 2025Q2: 20,203 shares; 2025Q3: 22,727 shares; 2025Q4: 20,733 shares 20,733 $3.21M 0.04% -1,994 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,868 shares; 2024Q4: 85,987 shares; 2025Q1: 76,961 shares; 2025Q2: 77,774 shares; 2025Q3: 72,998 shares; 2025Q4: 66,972 shares 66,972 $3.2M 0.04% -6,026 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: 6,092 shares; 2024Q4: 6,092 shares; 2025Q1: 5,925 shares; 2025Q2: 5,413 shares; 2025Q3: 5,567 shares; 2025Q4: 5,569 shares 5,569 $3.19M 0.04% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,652 shares; 2024Q4: 10,916 shares; 2025Q1: 10,977 shares; 2025Q2: 10,781 shares; 2025Q3: 10,888 shares; 2025Q4: 10,905 shares 10,905 $3.11M 0.04% +17 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: 29,128 shares; 2024Q4: 27,626 shares; 2025Q1: 27,523 shares; 2025Q2: 27,507 shares; 2025Q3: 27,593 shares; 2025Q4: 27,305 shares 27,305 $3M 0.04% -288 Timeline SCZ 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: 50,135 shares; 2024Q4: 48,910 shares; 2025Q1: 45,390 shares; 2025Q2: 42,462 shares; 2025Q3: 40,986 shares; 2025Q4: 37,856 shares 37,856 $2.93M 0.04% -3,130 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,662 shares; 2024Q4: 2,592 shares; 2025Q1: 2,893 shares; 2025Q2: 2,809 shares; 2025Q3: 2,674 shares; 2025Q4: 3,335 shares 3,335 $2.93M 0.04% +661 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: 117,487 shares; 2024Q4: 103,016 shares; 2025Q1: 88,904 shares; 2025Q2: 82,315 shares; 2025Q3: 80,909 shares; 2025Q4: 75,961 shares 75,961 $2.8M 0.04% -4,948 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,278 shares; 2024Q4: 9,102 shares; 2025Q1: 9,098 shares; 2025Q2: 9,154 shares; 2025Q3: 8,909 shares; 2025Q4: 8,793 shares 8,793 $2.77M 0.04% -116 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,049 shares; 2024Q4: 82,049 shares; 2025Q1: 82,049 shares; 2025Q2: 82,049 shares; 2025Q3: 81,829 shares; 2025Q4: 81,829 shares 81,829 $2.75M 0.04% 0 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: 110,601 shares; 2024Q4: 108,385 shares; 2025Q1: 115,149 shares; 2025Q2: 119,207 shares; 2025Q3: 112,289 shares; 2025Q4: 110,556 shares 110,556 $2.75M 0.04% -1,733 Timeline IWO 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: 8,680 shares; 2024Q4: 8,640 shares; 2025Q1: 8,440 shares; 2025Q2: 8,456 shares; 2025Q3: 8,440 shares; 2025Q4: 8,440 shares 8,440 $2.73M 0.04% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,471 shares; 2024Q4: 64,126 shares; 2025Q1: 63,201 shares; 2025Q2: 59,269 shares; 2025Q3: 57,566 shares; 2025Q4: 54,874 shares 54,874 $2.71M 0.04% -2,692 Timeline VTWV 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: 21,655 shares; 2024Q4: 19,555 shares; 2025Q1: 19,055 shares; 2025Q2: 17,355 shares; 2025Q3: 16,829 shares; 2025Q4: 16,829 shares 16,829 $2.69M 0.04% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,335 shares; 2024Q4: 9,335 shares; 2025Q1: 9,406 shares; 2025Q2: 9,356 shares; 2025Q3: 9,356 shares; 2025Q4: 9,347 shares 9,347 $2.67M 0.03% -9 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: 17,288 shares; 2024Q4: 16,884 shares; 2025Q1: 17,314 shares; 2025Q2: 17,272 shares; 2025Q3: 16,899 shares; 2025Q4: 16,649 shares 16,649 $2.67M 0.03% -250 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: 12,367 shares; 2024Q4: 12,367 shares; 2025Q1: 12,600 shares; 2025Q2: 12,087 shares; 2025Q3: 12,313 shares; 2025Q4: 12,352 shares 12,352 $2.65M 0.03% +39 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: 61,824 shares; 2024Q4: 52,589 shares; 2025Q1: 51,320 shares; 2025Q2: 46,450 shares; 2025Q3: 49,586 shares; 2025Q4: 48,088 shares 48,088 $2.64M 0.03% -1,498 Timeline IWN 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: 14,674 shares; 2024Q4: 14,401 shares; 2025Q1: 14,384 shares; 2025Q2: 14,239 shares; 2025Q3: 14,532 shares; 2025Q4: 14,504 shares 14,504 $2.63M 0.03% -28 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: 2,369 shares; 2024Q4: 2,351 shares; 2025Q1: 2,954 shares; 2025Q2: 2,953 shares; 2025Q3: 3,021 shares; 2025Q4: 2,951 shares 2,951 $2.59M 0.03% -70 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: 3,954 shares; 2024Q4: 3,770 shares; 2025Q1: 3,770 shares; 2025Q2: 4,022 shares; 2025Q3: 3,831 shares; 2025Q4: 4,144 shares 4,144 $2.55M 0.03% +313 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: 169,314 shares; 2024Q4: 151,715 shares; 2025Q1: 141,475 shares; 2025Q2: 123,665 shares; 2025Q3: 114,957 shares; 2025Q4: 98,670 shares 98,670 $2.46M 0.03% -16,287 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: 29,401 shares; 2024Q4: 28,527 shares; 2025Q1: 25,254 shares; 2025Q2: 24,902 shares; 2025Q3: 24,051 shares; 2025Q4: 23,168 shares 23,168 $2.37M 0.03% -883 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: 25,955 shares; 2024Q4: 26,893 shares; 2025Q1: 26,511 shares; 2025Q2: 26,272 shares; 2025Q3: 25,429 shares; 2025Q4: 25,016 shares 25,016 $2.34M 0.03% -413 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,785 shares; 2024Q4: 82,146 shares; 2025Q1: 81,911 shares; 2025Q2: 80,989 shares; 2025Q3: 81,234 shares; 2025Q4: 77,602 shares 77,602 $2.33M 0.03% -3,632 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: 1,685 shares; 2025Q1: 2,061 shares; 2025Q2: 1,951 shares; 2025Q3: 2,037 shares; 2025Q4: 2,141 shares 2,141 $2.29M 0.03% +104 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 512 shares; 2025Q1: 539 shares; 2025Q2: 543 shares; 2025Q3: 3,949 shares; 2025Q4: 3,946 shares 3,946 $2.25M 0.03% -3 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: 18,322 shares; 2024Q4: 17,767 shares; 2025Q1: 17,671 shares; 2025Q2: 17,675 shares; 2025Q3: 17,014 shares; 2025Q4: 17,014 shares 17,014 $2.2M 0.03% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,345 shares; 2024Q4: 39,695 shares; 2025Q1: 45,540 shares; 2025Q2: 46,976 shares; 2025Q3: 46,935 shares; 2025Q4: 45,698 shares 45,698 $2.16M 0.03% -1,237 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,844 shares; 2024Q4: 24,051 shares; 2025Q1: 24,398 shares; 2025Q2: 21,698 shares; 2025Q3: 21,834 shares; 2025Q4: 21,541 shares 21,541 $2.15M 0.03% -293 Timeline SUSB 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: 69,311 shares; 2024Q4: 75,465 shares; 2025Q1: 76,916 shares; 2025Q2: 78,959 shares; 2025Q3: 78,965 shares; 2025Q4: 85,196 shares 85,196 $2.15M 0.03% +6,231 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: 71,745 shares; 2024Q4: 71,745 shares; 2025Q1: 42,886 shares; 2025Q2: 42,920 shares; 2025Q3: 41,016 shares; 2025Q4: 40,911 shares 40,911 $2.08M 0.03% -105 Timeline QUAL 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: 5,829 shares; 2024Q4: 5,909 shares; 2025Q1: 10,559 shares; 2025Q2: 10,631 shares; 2025Q3: 9,399 shares; 2025Q4: 10,430 shares 10,430 $2.07M 0.03% +1,031 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,565 shares; 2024Q4: 10,565 shares; 2025Q1: 10,547 shares; 2025Q2: 10,551 shares; 2025Q3: 10,551 shares; 2025Q4: 18,638 shares 18,638 $2.07M 0.03% +8,087 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,234 shares; 2024Q4: 10,234 shares; 2025Q1: 10,259 shares; 2025Q2: 10,234 shares; 2025Q3: 10,234 shares; 2025Q4: 9,784 shares 9,784 $2.07M 0.03% -450 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: 9,277 shares; 2024Q4: 9,322 shares; 2025Q1: 9,322 shares; 2025Q2: 9,322 shares; 2025Q3: 9,517 shares; 2025Q4: 12,230 shares 12,230 $2.06M 0.03% +2,713 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: 31,833 shares; 2024Q4: 31,833 shares; 2025Q1: 34,633 shares; 2025Q2: 37,023 shares; 2025Q3: 37,738 shares; 2025Q4: 37,588 shares 37,588 $2.06M 0.03% -150 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: 23,144 shares; 2024Q4: 21,194 shares; 2025Q1: 21,424 shares; 2025Q2: 21,298 shares; 2025Q3: 20,286 shares; 2025Q4: 20,788 shares 20,788 $2.03M 0.03% +502 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: 9,872 shares; 2024Q4: 9,958 shares; 2025Q1: 9,867 shares; 2025Q2: 9,780 shares; 2025Q3: 9,579 shares; 2025Q4: 9,643 shares 9,643 $2.01M 0.03% +64 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: 11,692 shares; 2024Q4: 11,792 shares; 2025Q1: 11,760 shares; 2025Q2: 11,719 shares; 2025Q3: 11,611 shares; 2025Q4: 11,524 shares 11,524 $2M 0.03% -87 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: 3,114 shares; 2024Q4: 3,117 shares; 2025Q1: 3,156 shares; 2025Q2: 3,180 shares; 2025Q3: 3,260 shares; 2025Q4: 3,055 shares 3,055 $2M 0.03% -205 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,214 shares; 2024Q4: 8,810 shares; 2025Q1: 8,554 shares; 2025Q2: 8,429 shares; 2025Q3: 9,219 shares; 2025Q4: 9,100 shares 9,100 $1.98M 0.03% -119 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: 10,195 shares; 2024Q4: 10,195 shares; 2025Q1: 9,946 shares; 2025Q2: 9,713 shares; 2025Q3: 9,435 shares; 2025Q4: 9,355 shares 9,355 $1.96M 0.03% -80 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,009 shares; 2024Q4: 109,898 shares; 2025Q1: 121,853 shares; 2025Q2: 108,502 shares; 2025Q3: 108,668 shares; 2025Q4: 67,582 shares 67,582 $1.92M 0.03% -41,086 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,555 shares; 2024Q4: 16,105 shares; 2025Q1: 15,992 shares; 2025Q2: 15,613 shares; 2025Q3: 15,006 shares; 2025Q4: 14,006 shares 14,006 $1.92M 0.03% -1,000 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: 22,869 shares; 2024Q4: 22,043 shares; 2025Q1: 20,149 shares; 2025Q2: 20,095 shares; 2025Q3: 20,805 shares; 2025Q4: 20,638 shares 20,638 $1.92M 0.03% -167 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,123 shares; 2024Q4: 24,873 shares; 2025Q1: 24,873 shares; 2025Q2: 24,733 shares; 2025Q3: 24,479 shares; 2025Q4: 24,209 shares 24,209 $1.92M 0.03% -270 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,206 shares; 2024Q4: 6,158 shares; 2025Q1: 6,279 shares; 2025Q2: 6,236 shares; 2025Q3: 6,245 shares; 2025Q4: 6,123 shares 6,123 $1.9M 0.02% -122 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: 9,368 shares; 2024Q4: 10,420 shares; 2025Q1: 10,441 shares; 2025Q2: 10,378 shares; 2025Q3: 10,210 shares; 2025Q4: 10,172 shares 10,172 $1.89M 0.02% -38 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,959 shares; 2024Q4: 15,880 shares; 2025Q1: 18,698 shares; 2025Q2: 19,636 shares; 2025Q3: 27,107 shares; 2025Q4: 31,486 shares 31,486 $1.89M 0.02% +4,379 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: 16,581 shares; 2024Q4: 16,581 shares; 2025Q1: 16,584 shares; 2025Q2: 16,592 shares; 2025Q3: 16,592 shares; 2025Q4: 16,183 shares 16,183 $1.88M 0.02% -409 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,337 shares; 2024Q4: 50,097 shares; 2025Q1: 49,441 shares; 2025Q2: 47,223 shares; 2025Q3: 46,223 shares; 2025Q4: 36,992 shares 36,992 $1.86M 0.02% -9,231 Timeline VT 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: 12,129 shares; 2024Q4: 12,090 shares; 2025Q1: 11,994 shares; 2025Q2: 13,048 shares; 2025Q3: 13,052 shares; 2025Q4: 13,064 shares 13,064 $1.84M 0.02% +12 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: 7,925 shares; 2024Q4: 8,329 shares; 2025Q1: 8,088 shares; 2025Q2: 7,992 shares; 2025Q3: 6,270 shares; 2025Q4: 6,240 shares 6,240 $1.83M 0.02% -30 Timeline IYJ 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: 6,132 shares; 2024Q4: 6,132 shares; 2025Q1: 7,368 shares; 2025Q2: 7,368 shares; 2025Q3: 7,368 shares; 2025Q4: 12,335 shares 12,335 $1.83M 0.02% +4,967 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,355 shares; 2025Q1: 9,311 shares; 2025Q2: 8,950 shares; 2025Q3: 8,950 shares; 2025Q4: 8,631 shares 8,631 $1.82M 0.02% -319 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,144 shares; 2024Q4: 38,025 shares; 2025Q1: 38,025 shares; 2025Q2: 38,025 shares; 2025Q3: 38,025 shares; 2025Q4: 38,025 shares 38,025 $1.82M 0.02% 0 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,153 shares; 2024Q4: 111,473 shares; 2025Q1: 104,800 shares; 2025Q2: 87,850 shares; 2025Q3: 87,100 shares; 2025Q4: 101,975 shares 101,975 $1.79M 0.02% +14,875 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,915 shares; 2024Q4: 3,990 shares; 2025Q1: 3,692 shares; 2025Q2: 4,893 shares; 2025Q3: 4,525 shares; 2025Q4: 4,315 shares 4,315 $1.71M 0.02% -210 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,222 shares; 2024Q4: 20,222 shares; 2025Q1: 20,222 shares; 2025Q2: 20,222 shares; 2025Q3: 20,222 shares; 2025Q4: 19,122 shares 19,122 $1.7M 0.02% -1,100 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,075 shares; 2024Q4: 17,337 shares; 2025Q1: 17,181 shares; 2025Q2: 16,957 shares; 2025Q3: 16,649 shares; 2025Q4: 14,261 shares 14,261 $1.68M 0.02% -2,388 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 3,208 shares; 2025Q1: 2,690 shares; 2025Q2: 2,691 shares; 2025Q3: 2,691 shares; 2025Q4: 2,691 shares 2,691 $1.68M 0.02% 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: 323,858 shares; 2024Q4: 303,081 shares; 2025Q1: 250,259 shares; 2025Q2: 64,605 shares; 2025Q3: 47,846 shares; 2025Q4: 26,019 shares 26,019 $1.67M 0.02% -21,827 Timeline EAGG 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: 40,497 shares; 2024Q4: 34,381 shares; 2025Q1: 33,281 shares; 2025Q2: 33,281 shares; 2025Q3: 34,313 shares; 2025Q4: 34,313 shares 34,313 $1.64M 0.02% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,853 shares; 2024Q4: 17,853 shares; 2025Q1: 18,452 shares; 2025Q2: 18,569 shares; 2025Q3: 18,555 shares; 2025Q4: 18,544 shares 18,544 $1.64M 0.02% -11 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: 2,919 shares; 2024Q4: 2,839 shares; 2025Q1: 2,769 shares; 2025Q2: 2,769 shares; 2025Q3: 2,790 shares; 2025Q4: 2,821 shares 2,821 $1.6M 0.02% +31 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,726 shares; 2024Q4: 4,826 shares; 2025Q1: 4,648 shares; 2025Q2: 4,582 shares; 2025Q3: 4,596 shares; 2025Q4: 4,726 shares 4,726 $1.6M 0.02% +130 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: 9,578 shares; 2024Q4: 9,578 shares; 2025Q1: 9,580 shares; 2025Q2: 9,555 shares; 2025Q3: 9,506 shares; 2025Q4: 9,506 shares 9,506 $1.55M 0.02% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,584 shares; 2024Q4: 4,599 shares; 2025Q1: 4,511 shares; 2025Q2: 4,559 shares; 2025Q3: 4,410 shares; 2025Q4: 4,410 shares 4,410 $1.55M 0.02% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,405 shares; 2024Q4: 5,405 shares; 2025Q1: 5,375 shares; 2025Q2: 5,375 shares; 2025Q3: 5,370 shares; 2025Q4: 5,370 shares 5,370 $1.55M 0.02% 0 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: 28,818 shares; 2024Q4: 29,560 shares; 2025Q1: 27,835 shares; 2025Q2: 28,818 shares; 2025Q3: 29,432 shares; 2025Q4: 28,659 shares 28,659 $1.51M 0.02% -773 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: 40,423 shares; 2024Q4: 40,423 shares; 2025Q1: 40,423 shares; 2025Q2: 40,423 shares; 2025Q3: 40,423 shares; 2025Q4: 40,423 shares 40,423 $1.47M 0.02% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,051 shares; 2024Q4: 110,031 shares; 2025Q1: 77,774 shares; 2025Q2: 70,290 shares; 2025Q3: 58,737 shares; 2025Q4: 48,828 shares 48,828 $1.46M 0.02% -9,909 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,900 shares; 2024Q4: 9,900 shares; 2025Q1: 9,601 shares; 2025Q2: 9,101 shares; 2025Q3: 9,116 shares; 2025Q4: 9,116 shares 9,116 $1.45M 0.02% 0 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: 6,709 shares; 2024Q4: 6,709 shares; 2025Q1: 11,002 shares; 2025Q2: 11,028 shares; 2025Q3: 11,272 shares; 2025Q4: 10,710 shares 10,710 $1.4M 0.02% -562 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,148 shares; 2024Q4: 37,324 shares; 2025Q1: 22,949 shares; 2025Q2: 22,089 shares; 2025Q3: 20,610 shares; 2025Q4: 16,030 shares 16,030 $1.38M 0.02% -4,580 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,130 shares; 2024Q4: 31,326 shares; 2025Q1: 29,223 shares; 2025Q2: 29,040 shares; 2025Q3: 28,430 shares; 2025Q4: 49,412 shares 49,412 $1.36M 0.02% +20,982 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,271 shares; 2024Q4: 6,296 shares; 2025Q1: 6,597 shares; 2025Q2: 6,493 shares; 2025Q3: 15,707 shares; 2025Q4: 15,189 shares 15,189 $1.35M 0.02% -518 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,091 shares; 2024Q4: 5,091 shares; 2025Q1: 4,181 shares; 2025Q2: 4,168 shares; 2025Q3: 4,056 shares; 2025Q4: 4,287 shares 4,287 $1.31M 0.02% +231 Timeline IWV 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: 1,325 shares; 2024Q4: 1,325 shares; 2025Q1: 3,345 shares; 2025Q2: 3,345 shares; 2025Q3: 3,345 shares; 2025Q4: 3,345 shares 3,345 $1.29M 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: 17,209 shares; 2024Q4: 17,084 shares; 2025Q1: 17,098 shares; 2025Q2: 17,595 shares; 2025Q3: 17,640 shares; 2025Q4: 16,240 shares 16,240 $1.28M 0.02% -1,400 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,103 shares; 2024Q4: 12,103 shares; 2025Q1: 12,302 shares; 2025Q2: 11,825 shares; 2025Q3: 11,900 shares; 2025Q4: 11,203 shares 11,203 $1.26M 0.02% -697 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: 45,970 shares; 2024Q4: 44,470 shares; 2025Q1: 42,580 shares; 2025Q2: 42,742 shares; 2025Q3: 42,739 shares; 2025Q4: 42,525 shares 42,525 $1.17M 0.02% -214 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,011 shares; 2024Q4: 13,005 shares; 2025Q1: 13,005 shares; 2025Q2: 13,005 shares; 2025Q3: 13,005 shares; 2025Q4: 16,168 shares 16,168 $1.16M 0.02% +3,163 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,450 shares; 2024Q4: 6,450 shares; 2025Q1: 6,314 shares; 2025Q2: 5,513 shares; 2025Q3: 4,966 shares; 2025Q4: 4,966 shares 4,966 $1.13M 0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,198 shares; 2024Q4: 2,122 shares; 2025Q1: 2,124 shares; 2025Q2: 6,095 shares; 2025Q3: 5,827 shares; 2025Q4: 5,831 shares 5,831 $1.11M 0.01% +4 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,285 shares; 2024Q4: 5,285 shares; 2025Q1: 5,243 shares; 2025Q2: 4,893 shares; 2025Q3: 4,425 shares; 2025Q4: 4,025 shares 4,025 $1.11M 0.01% -400 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,419 shares; 2024Q4: 2,419 shares; 2025Q1: 2,416 shares; 2025Q2: 2,416 shares; 2025Q3: 2,416 shares; 2025Q4: 2,416 shares 2,416 $1.07M 0.01% 0 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: 5,158 shares; 2024Q4: 5,158 shares; 2025Q1: 5,124 shares; 2025Q2: 5,123 shares; 2025Q3: 4,783 shares; 2025Q4: 5,401 shares 5,401 $1.05M 0.01% +618 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: 4,756 shares; 2024Q4: 4,756 shares; 2025Q1: 4,127 shares; 2025Q2: 4,086 shares; 2025Q3: 4,058 shares; 2025Q4: 4,096 shares 4,096 $1.05M 0.01% +38 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: 1,069 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,118 shares; 2025Q4: 1,025 shares 1,025 $1.03M 0.01% -93 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,246 shares; 2024Q4: 3,246 shares; 2025Q1: 3,259 shares; 2025Q2: 3,257 shares; 2025Q3: 3,257 shares; 2025Q4: 3,188 shares 3,188 $1.03M 0.01% -69 Timeline GNMA 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: 9,005 shares; 2024Q4: 16,125 shares; 2025Q1: 20,824 shares; 2025Q2: 19,039 shares; 2025Q3: 17,589 shares; 2025Q4: 23,136 shares 23,136 $1.03M 0.01% +5,547 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: 6,629 shares; 2024Q4: 4,841 shares; 2025Q1: 4,725 shares; 2025Q2: 4,649 shares; 2025Q3: 4,182 shares; 2025Q4: 4,068 shares 4,068 $1M 0.01% -114 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: 3,492 shares; 2024Q4: 8,697 shares; 2025Q1: 7,482 shares; 2025Q2: 7,874 shares; 2025Q3: 7,966 shares; 2025Q4: 8,161 shares 8,161 $1M 0.01% +195 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,487 shares; 2024Q4: 10,435 shares; 2025Q1: 7,736 shares; 2025Q2: 7,886 shares; 2025Q3: 8,342 shares; 2025Q4: 8,643 shares 8,643 $997K 0.01% +301 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,841 shares; 2024Q4: 3,836 shares; 2025Q1: 3,784 shares; 2025Q2: 3,421 shares; 2025Q3: 3,084 shares; 2025Q4: 2,819 shares 2,819 $987K 0.01% -265 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,236 shares; 2024Q4: 163,236 shares; 2025Q1: 150,236 shares; 2025Q2: 150,236 shares; 2025Q3: 150,236 shares; 2025Q4: 156,236 shares 156,236 $981K 0.01% +6,000 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,403 shares; 2024Q4: 64,178 shares; 2025Q1: 54,963 shares; 2025Q2: 47,588 shares; 2025Q3: 46,088 shares; 2025Q4: 55,363 shares 55,363 $964K 0.01% +9,275 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,325 shares; 2024Q4: 57,525 shares; 2025Q1: 47,885 shares; 2025Q2: 48,535 shares; 2025Q3: 48,485 shares; 2025Q4: 48,485 shares 48,485 $963K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,373 shares; 2024Q4: 16,217 shares; 2025Q1: 15,972 shares; 2025Q2: 15,620 shares; 2025Q3: 14,999 shares; 2025Q4: 14,703 shares 14,703 $957K 0.01% -296 Timeline IYM 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: 1,938 shares; 2024Q4: 1,618 shares; 2025Q1: 3,618 shares; 2025Q2: 3,618 shares; 2025Q3: 3,618 shares; 2025Q4: 6,196 shares 6,196 $954K 0.01% +2,578 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: 30,734 shares; 2024Q4: 26,886 shares; 2025Q1: 25,159 shares; 2025Q2: 25,352 shares; 2025Q3: 23,444 shares; 2025Q4: 23,095 shares 23,095 $941K 0.01% -349 Timeline IYC 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: 5,168 shares; 2024Q4: 5,168 shares; 2025Q1: 6,680 shares; 2025Q2: 6,680 shares; 2025Q3: 6,680 shares; 2025Q4: 9,085 shares 9,085 $937K 0.01% +2,405 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: 24,009 shares; 2024Q4: 22,139 shares; 2025Q1: 20,632 shares; 2025Q2: 21,502 shares; 2025Q3: 21,232 shares; 2025Q4: 19,947 shares 19,947 $928K 0.01% -1,285 Timeline DGRO 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: 6,783 shares; 2024Q4: 6,783 shares; 2025Q1: 14,508 shares; 2025Q2: 14,508 shares; 2025Q3: 13,308 shares; 2025Q4: 13,308 shares 13,308 $924K 0.01% 0 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: 363 shares; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 2,418 shares; 2025Q3: 4,863 shares; 2025Q4: 4,780 shares 4,780 $916K 0.01% -83 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: 17,418 shares; 2024Q4: 15,417 shares; 2025Q1: 15,289 shares; 2025Q2: 15,114 shares; 2025Q3: 15,299 shares; 2025Q4: 15,259 shares 15,259 $894K 0.01% -40 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 292 shares; 2025Q1: 343 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 1,581 shares 1,581 $888K 0.01% +1,289 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: 7,213 shares; 2024Q4: 7,173 shares; 2025Q1: 6,749 shares; 2025Q2: 6,716 shares; 2025Q3: 6,716 shares; 2025Q4: 5,916 shares 5,916 $880K 0.01% -800 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,784 shares; 2024Q4: 9,297 shares; 2025Q1: 10,042 shares; 2025Q2: 10,685 shares; 2025Q3: 11,388 shares; 2025Q4: 13,716 shares 13,716 $873K 0.01% +2,328 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,764 shares; 2024Q4: 6,474 shares; 2025Q1: 7,074 shares; 2025Q2: 6,061 shares; 2025Q3: 6,063 shares; 2025Q4: 6,065 shares 6,065 $870K 0.01% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,050 shares; 2024Q4: 24,050 shares; 2025Q1: 24,006 shares; 2025Q2: 23,359 shares; 2025Q3: 23,433 shares; 2025Q4: 23,515 shares 23,515 $870K 0.01% +82 Timeline VTWO 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: 3,950 shares; 2024Q4: 5,655 shares; 2025Q1: 8,655 shares; 2025Q2: 8,904 shares; 2025Q3: 8,655 shares; 2025Q4: 8,655 shares 8,655 $861K 0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,992 shares; 2024Q4: 36,180 shares; 2025Q1: 36,290 shares; 2025Q2: 36,425 shares; 2025Q3: 36,440 shares; 2025Q4: 29,089 shares 29,089 $861K 0.01% -7,351 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares 400 $858K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 470 shares; 2025Q2: 3,416 shares; 2025Q3: 3,452 shares; 2025Q4: 3,452 shares 3,452 $837K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,342 shares; 2024Q4: 10,112 shares; 2025Q1: 9,849 shares; 2025Q2: 9,579 shares; 2025Q3: 9,553 shares; 2025Q4: 9,549 shares 9,549 $833K 0.01% -4 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,498 shares; 2025Q1: 11,498 shares; 2025Q2: 11,498 shares; 2025Q3: 11,498 shares; 2025Q4: 17,250 shares 17,250 $830K 0.01% +5,752 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4,950 shares; 2025Q1: 4,550 shares; 2025Q2: 4,551 shares; 2025Q3: 4,576 shares; 2025Q4: 4,661 shares 4,661 $829K 0.01% +85 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,869 shares; 2024Q4: 34,869 shares; 2025Q1: 33,571 shares; 2025Q2: 30,846 shares; 2025Q3: 31,032 shares; 2025Q4: 31,323 shares 31,323 $824K 0.01% +291 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: 5,960 shares; 2025Q1: 5,963 shares; 2025Q2: 5,965 shares; 2025Q3: 6,069 shares; 2025Q4: 6,207 shares 6,207 $813K 0.01% +138 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: 10,200 shares; 2024Q4: 10,573 shares; 2025Q1: 9,909 shares; 2025Q2: 10,229 shares; 2025Q3: 9,779 shares; 2025Q4: 9,268 shares 9,268 $810K 0.01% -511 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,150 shares; 2024Q4: 5,150 shares; 2025Q1: 5,857 shares; 2025Q2: 5,856 shares; 2025Q3: 2,813 shares; 2025Q4: 2,813 shares 2,813 $797K 0.01% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,879 shares; 2024Q4: 7,288 shares; 2025Q1: 7,538 shares; 2025Q2: 7,623 shares; 2025Q3: 7,127 shares; 2025Q4: 7,127 shares 7,127 $797K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,052 shares; 2024Q4: 4,045 shares; 2025Q1: 3,921 shares; 2025Q2: 3,911 shares; 2025Q3: 3,760 shares; 2025Q4: 3,029 shares 3,029 $778K 0.01% -731 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: 1,624 shares; 2024Q4: 1,624 shares; 2025Q1: 1,625 shares; 2025Q2: 1,624 shares; 2025Q3: 1,625 shares; 2025Q4: 1,464 shares 1,464 $748K 0.01% -161 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,169 shares; 2024Q4: 4,206 shares; 2025Q1: 4,078 shares; 2025Q2: 4,078 shares; 2025Q3: 4,092 shares; 2025Q4: 4,096 shares 4,096 $745K 0.01% +4 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: 2,773 shares; 2024Q4: 2,773 shares; 2025Q1: 2,707 shares; 2025Q2: 2,719 shares; 2025Q3: 2,719 shares; 2025Q4: 2,706 shares 2,706 $745K 0.01% -13 Timeline DSI 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: 5,941 shares; 2024Q4: 5,763 shares; 2025Q1: 5,763 shares; 2025Q2: 5,763 shares; 2025Q3: 5,763 shares; 2025Q4: 5,763 shares 5,763 $742K 0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,007 shares; 2024Q4: 4,007 shares; 2025Q1: 4,051 shares; 2025Q2: 4,027 shares; 2025Q3: 4,007 shares; 2025Q4: 4,007 shares 4,007 $741K 0.01% 0 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: 3,885 shares; 2024Q4: 3,885 shares; 2025Q1: 4,484 shares; 2025Q2: 4,479 shares; 2025Q3: 4,479 shares; 2025Q4: 4,534 shares 4,534 $734K 0.01% +55 Timeline JMUB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,643 shares; 2024Q4: 21,055 shares; 2025Q1: 18,358 shares; 2025Q2: 15,436 shares; 2025Q3: 15,215 shares; 2025Q4: 14,286 shares 14,286 $724K 0.01% -929 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,320 shares; 2024Q4: 10,120 shares; 2025Q1: 10,120 shares; 2025Q2: 10,120 shares; 2025Q3: 10,120 shares; 2025Q4: 10,120 shares 10,120 $723K 0.01% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,610 shares; 2024Q4: 35,458 shares; 2025Q1: 35,508 shares; 2025Q2: 35,508 shares; 2025Q3: 35,508 shares; 2025Q4: 35,584 shares 35,584 $712K 0.01% +76 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 3,200 shares; 2025Q1: 7,646 shares; 2025Q2: 7,685 shares; 2025Q3: 7,750 shares; 2025Q4: 7,587 shares 7,587 $701K 0.01% -163 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,129 shares; 2024Q4: 7,129 shares; 2025Q1: 6,903 shares; 2025Q2: 6,901 shares; 2025Q3: 6,826 shares; 2025Q4: 6,843 shares 6,843 $701K 0.01% +17 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: 7,548 shares; 2024Q4: 7,355 shares; 2025Q1: 5,930 shares; 2025Q2: 5,905 shares; 2025Q3: 4,630 shares; 2025Q4: 4,630 shares 4,630 $653K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,422 shares; 2024Q4: 7,528 shares; 2025Q1: 7,410 shares; 2025Q2: 7,572 shares; 2025Q3: 7,455 shares; 2025Q4: 7,455 shares 7,455 $653K 0.01% 0 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: 72,395 shares; 2024Q4: 67,386 shares; 2025Q1: 15,379 shares; 2025Q2: 8,234 shares; 2025Q3: 6,824 shares; 2025Q4: 6,486 shares 6,486 $643K 0.01% -338 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 4,602 shares; 2025Q2: 4,673 shares; 2025Q3: 4,505 shares; 2025Q4: 4,646 shares 4,646 $643K 0.01% +141 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,855 shares; 2024Q4: 16,180 shares; 2025Q1: 11,382 shares; 2025Q2: 11,826 shares; 2025Q3: 11,780 shares; 2025Q4: 11,830 shares 11,830 $641K 0.01% +50 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: 5,293 shares; 2024Q4: 4,805 shares; 2025Q1: 4,479 shares; 2025Q2: 4,444 shares; 2025Q3: 5,612 shares; 2025Q4: 4,128 shares 4,128 $636K 0.01% -1,484 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,885 shares; 2024Q4: 13,985 shares; 2025Q1: 13,985 shares; 2025Q2: 13,985 shares; 2025Q3: 12,585 shares; 2025Q4: 12,585 shares 12,585 $627K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,737 shares; 2024Q4: 7,194 shares; 2025Q1: 7,119 shares; 2025Q2: 7,132 shares; 2025Q3: 7,119 shares; 2025Q4: 8,452 shares 8,452 $621K 0.01% +1,333 Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,602 shares; 2024Q4: 37,611 shares; 2025Q1: 37,621 shares; 2025Q2: 37,693 shares; 2025Q3: 37,703 shares; 2025Q4: 37,713 shares 37,713 $618K 0.01% +10 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,056 shares; 2024Q4: 8,056 shares; 2025Q1: 8,056 shares; 2025Q2: 6,804 shares; 2025Q3: 6,804 shares; 2025Q4: 6,804 shares 6,804 $617K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,084 shares; 2024Q4: 7,000 shares; 2025Q1: 7,103 shares; 2025Q2: 7,105 shares; 2025Q3: 7,190 shares; 2025Q4: 7,190 shares 7,190 $615K 0.01% 0 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS 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: 7,330 shares 7,330 $610K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,356 shares; 2024Q4: 7,356 shares; 2025Q1: 7,358 shares; 2025Q2: 7,158 shares; 2025Q3: 7,058 shares; 2025Q4: 6,758 shares 6,758 $589K 0.01% -300 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,100 shares; 2024Q4: 11,100 shares; 2025Q1: 11,100 shares; 2025Q2: 11,100 shares; 2025Q3: 11,100 shares; 2025Q4: 11,100 shares 11,100 $582K 0.01% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 10,218 shares 10,218 $579K 0.01% +10,196 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,703 shares; 2024Q4: 7,703 shares; 2025Q1: 7,704 shares; 2025Q2: 7,703 shares; 2025Q3: 7,773 shares; 2025Q4: 7,739 shares 7,739 $575K 0.01% -34 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,722 shares; 2024Q4: 1,722 shares; 2025Q1: 1,647 shares; 2025Q2: 1,647 shares; 2025Q3: 1,648 shares; 2025Q4: 1,682 shares 1,682 $571K 0.01% +34 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,714 shares; 2024Q4: 5,949 shares; 2025Q1: 5,823 shares; 2025Q2: 5,608 shares; 2025Q3: 5,248 shares; 2025Q4: 4,724 shares 4,724 $551K 0.01% -524 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,270 shares; 2024Q4: 7,270 shares; 2025Q1: 7,270 shares; 2025Q2: 7,272 shares; 2025Q3: 7,272 shares; 2025Q4: 7,272 shares 7,272 $550K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC 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: 8,379 shares 8,379 $548K 0.01% new 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: 279 shares; 2024Q4: 279 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 3,879 shares 3,879 $548K 0.01% +3,600 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: 268 shares; 2024Q4: 256 shares; 2025Q1: 318 shares; 2025Q2: 485 shares; 2025Q3: 524 shares; 2025Q4: 5,716 shares 5,716 $536K 0.01% +5,192 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,084 shares; 2024Q4: 8,084 shares; 2025Q1: 8,360 shares; 2025Q2: 8,368 shares; 2025Q3: 8,368 shares; 2025Q4: 8,368 shares 8,368 $533K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 1,370 shares; 2025Q1: 1,473 shares; 2025Q2: 1,433 shares; 2025Q3: 1,391 shares; 2025Q4: 1,383 shares 1,383 $532K 0.01% -8 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,493 shares; 2024Q4: 17,264 shares; 2025Q1: 18,825 shares; 2025Q2: 18,813 shares; 2025Q3: 16,745 shares; 2025Q4: 18,221 shares 18,221 $525K 0.01% +1,476 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 6,375 shares; 2025Q1: 6,242 shares; 2025Q2: 6,004 shares; 2025Q3: 6,082 shares; 2025Q4: 6,082 shares 6,082 $518K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,457 shares; 2024Q4: 3,457 shares; 2025Q1: 3,593 shares; 2025Q2: 3,202 shares; 2025Q3: 3,093 shares; 2025Q4: 3,093 shares 3,093 $518K 0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,700 shares; 2024Q4: 9,700 shares; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 8,600 shares; 2025Q4: 8,500 shares 8,500 $515K 0.01% -100 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,360 shares; 2025Q1: 2,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $514K 0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,400 shares; 2024Q4: 8,400 shares; 2025Q1: 8,400 shares; 2025Q2: 8,400 shares; 2025Q3: 8,400 shares; 2025Q4: 8,400 shares 8,400 $507K 0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,701 shares; 2025Q2: 4,700 shares; 2025Q3: 4,731 shares; 2025Q4: 4,731 shares 4,731 $507K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,866 shares; 2024Q4: 6,580 shares; 2025Q1: 6,500 shares; 2025Q2: 6,425 shares; 2025Q3: 6,425 shares; 2025Q4: 6,714 shares 6,714 $507K 0.01% +289 Timeline ICF 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 8,460 shares; 2025Q2: 6,730 shares; 2025Q3: 6,630 shares; 2025Q4: 8,348 shares 8,348 $498K 0.01% +1,718 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: 22,920 shares; 2024Q4: 18,401 shares; 2025Q1: 18,491 shares; 2025Q2: 17,842 shares; 2025Q3: 16,401 shares; 2025Q4: 15,592 shares 15,592 $483K 0.01% -809 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,900 shares; 2024Q4: 37,000 shares; 2025Q1: 40,750 shares; 2025Q2: 40,750 shares; 2025Q3: 40,750 shares; 2025Q4: 40,750 shares 40,750 $481K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,355 shares; 2024Q4: 26,650 shares; 2025Q1: 7,865 shares; 2025Q2: 7,585 shares; 2025Q3: 4,696 shares; 2025Q4: 5,942 shares 5,942 $472K 0.01% +1,246 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,070 shares; 2024Q4: 6,070 shares; 2025Q1: 9,072 shares; 2025Q2: 9,080 shares; 2025Q3: 5,574 shares; 2025Q4: 5,574 shares 5,574 $465K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 4,200 shares; 2025Q1: 4,103 shares; 2025Q2: 4,100 shares; 2025Q3: 4,143 shares; 2025Q4: 3,636 shares 3,636 $464K 0.01% -507 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: 3,627 shares; 2025Q2: 3,627 shares; 2025Q3: 3,627 shares; 2025Q4: 3,627 shares 3,627 $463K 0.01% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,021 shares; 2025Q3: 9,020 shares; 2025Q4: 9,020 shares 9,020 $459K 0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,739 shares; 2024Q4: 3,739 shares; 2025Q1: 4,564 shares; 2025Q2: 4,564 shares; 2025Q3: 4,564 shares; 2025Q4: 4,564 shares 4,564 $451K 0.01% 0 Timeline XDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,200 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 10,600 shares 10,600 $442K 0.01% 0 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: 9,277 shares; 2024Q4: 6,805 shares; 2025Q1: 6,675 shares; 2025Q2: 4,936 shares; 2025Q3: 5,032 shares; 2025Q4: 4,574 shares 4,574 $442K 0.01% -458 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,607 shares; 2024Q4: 3,396 shares; 2025Q1: 3,621 shares; 2025Q2: 3,721 shares; 2025Q3: 3,973 shares; 2025Q4: 3,973 shares 3,973 $441K 0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,036 shares; 2024Q4: 3,036 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,664 shares; 2025Q4: 2,512 shares 2,512 $441K 0.01% -152 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $440K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,339 shares; 2024Q4: 8,316 shares; 2025Q1: 11,362 shares; 2025Q2: 11,651 shares; 2025Q3: 8,349 shares; 2025Q4: 7,501 shares 7,501 $438K 0.01% -848 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,746 shares; 2024Q4: 32,746 shares; 2025Q1: 32,746 shares; 2025Q2: 32,746 shares; 2025Q3: 32,746 shares; 2025Q4: 32,746 shares 32,746 $435K 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,651 shares; 2025Q2: 1,650 shares; 2025Q3: 1,662 shares; 2025Q4: 1,670 shares 1,670 $432K 0.01% +8 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,446 shares 6,446 $431K 0.01% new 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: 1,510 shares; 2024Q4: 7,050 shares; 2025Q1: 7,180 shares; 2025Q2: 6,269 shares; 2025Q3: 6,019 shares; 2025Q4: 8,598 shares 8,598 $430K 0.01% +2,579 Timeline AGGM 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: 5,470 shares; 2024Q4: 5,345 shares; 2025Q1: 5,220 shares; 2025Q2: 4,095 shares; 2025Q3: 4,095 shares; 2025Q4: 4,095 shares 4,095 $429K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,378 shares; 2024Q4: 10,298 shares; 2025Q1: 10,162 shares; 2025Q2: 10,177 shares; 2025Q3: 10,177 shares; 2025Q4: 8,662 shares 8,662 $426K 0.01% -1,515 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,460 shares; 2024Q4: 5,295 shares; 2025Q1: 4,622 shares; 2025Q2: 4,822 shares; 2025Q3: 4,852 shares; 2025Q4: 4,352 shares 4,352 $426K 0.01% -500 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 4,560 shares; 2025Q1: 4,564 shares; 2025Q2: 8,995 shares; 2025Q3: 10,899 shares; 2025Q4: 10,334 shares 10,334 $415K 0.01% -565 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,245 shares; 2024Q4: 5,975 shares; 2025Q1: 5,975 shares; 2025Q2: 5,975 shares; 2025Q3: 5,975 shares; 2025Q4: 8,961 shares 8,961 $411K 0.01% +2,986 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,255 shares; 2024Q4: 10,255 shares; 2025Q1: 10,255 shares; 2025Q2: 10,255 shares; 2025Q3: 10,255 shares; 2025Q4: 10,255 shares 10,255 $406K 0.01% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,872 shares; 2024Q4: 15,231 shares; 2025Q1: 15,996 shares; 2025Q2: 15,996 shares; 2025Q3: 16,581 shares; 2025Q4: 16,581 shares 16,581 $404K 0.01% 0 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: 3,111 shares; 2024Q4: 3,111 shares; 2025Q1: 2,892 shares; 2025Q2: 2,892 shares; 2025Q3: 2,892 shares; 2025Q4: 2,892 shares 2,892 $402K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,616 shares; 2024Q4: 4,574 shares; 2025Q1: 4,285 shares; 2025Q2: 4,255 shares; 2025Q3: 3,970 shares; 2025Q4: 3,962 shares 3,962 $396K 0.01% -8 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares 3,100 $392K 0.01% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,488 shares; 2024Q4: 4,327 shares; 2025Q1: 4,036 shares; 2025Q2: 4,036 shares; 2025Q3: 4,036 shares; 2025Q4: 4,036 shares 4,036 $392K 0.01% 0 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: 2,760 shares; 2024Q4: 2,760 shares; 2025Q1: 2,760 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares; 2025Q4: 2,760 shares 2,760 $385K 0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 3,120 shares; 2025Q4: 3,120 shares 3,120 $380K <0.01% 0 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,394 shares; 2024Q4: 8,394 shares; 2025Q1: 14,550 shares; 2025Q2: 14,624 shares; 2025Q3: 14,624 shares; 2025Q4: 14,174 shares 14,174 $376K <0.01% -450 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 850 shares; 2025Q1: 1,239 shares; 2025Q2: 2,028 shares; 2025Q3: 2,064 shares; 2025Q4: 2,093 shares 2,093 $372K <0.01% +29 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 4,155 shares; 2025Q1: 4,155 shares; 2025Q2: 4,162 shares; 2025Q3: 4,218 shares; 2025Q4: 4,218 shares 4,218 $372K <0.01% 0 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: 2,054 shares; 2025Q1: 2,061 shares; 2025Q2: 2,012 shares; 2025Q3: 2,157 shares; 2025Q4: 2,157 shares 2,157 $370K <0.01% 0 Timeline MAC MACERICH CO More: the full row for MACERICH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $369K <0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,451 shares; 2024Q4: 2,451 shares; 2025Q1: 2,275 shares; 2025Q2: 2,319 shares; 2025Q3: 2,295 shares; 2025Q4: 2,295 shares 2,295 $369K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,608 shares; 2024Q4: 8,970 shares; 2025Q1: 8,574 shares; 2025Q2: 9,781 shares; 2025Q3: 9,699 shares; 2025Q4: 9,499 shares 9,499 $367K <0.01% -200 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,439 shares; 2024Q4: 3,263 shares; 2025Q1: 5,815 shares; 2025Q2: 4,390 shares; 2025Q3: 1,403 shares; 2025Q4: 1,403 shares 1,403 $367K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,248 shares; 2024Q4: 4,218 shares; 2025Q1: 4,104 shares; 2025Q2: 4,150 shares; 2025Q3: 1,377 shares; 2025Q4: 1,332 shares 1,332 $364K <0.01% -45 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,171 shares; 2024Q4: 28,956 shares; 2025Q1: 23,581 shares; 2025Q2: 22,131 shares; 2025Q3: 22,131 shares; 2025Q4: 20,391 shares 20,391 $360K <0.01% -1,740 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,850 shares; 2024Q4: 8,850 shares; 2025Q1: 8,850 shares; 2025Q2: 8,850 shares; 2025Q3: 8,850 shares; 2025Q4: 8,850 shares 8,850 $355K <0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 2,600 shares; 2025Q1: 2,309 shares; 2025Q2: 2,288 shares; 2025Q3: 2,288 shares; 2025Q4: 2,188 shares 2,188 $352K <0.01% -100 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: 16,643 shares; 2024Q4: 14,643 shares; 2025Q1: 14,133 shares; 2025Q2: 14,127 shares; 2025Q3: 14,738 shares; 2025Q4: 14,355 shares 14,355 $347K <0.01% -383 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 7,700 shares; 2025Q1: 6,702 shares; 2025Q2: 5,100 shares; 2025Q3: 3,970 shares; 2025Q4: 3,970 shares 3,970 $346K <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,020 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $345K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 932 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 1,155 shares; 2025Q4: 1,155 shares 1,155 $342K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,065 shares; 2024Q4: 6,525 shares; 2025Q1: 6,525 shares; 2025Q2: 6,333 shares; 2025Q3: 4,225 shares; 2025Q4: 4,225 shares 4,225 $338K <0.01% 0 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,455 shares; 2024Q4: 14,455 shares; 2025Q1: 14,455 shares; 2025Q2: 14,455 shares; 2025Q3: 14,455 shares; 2025Q4: 14,455 shares 14,455 $337K <0.01% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,868 shares 3,868 $336K <0.01% new 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: 3,350 shares; 2024Q4: 3,350 shares; 2025Q1: 3,403 shares; 2025Q2: 3,803 shares; 2025Q3: 3,803 shares; 2025Q4: 7,500 shares 7,500 $335K <0.01% +3,697 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,326 shares; 2024Q4: 2,326 shares; 2025Q1: 2,361 shares; 2025Q2: 2,326 shares; 2025Q3: 2,326 shares; 2025Q4: 2,326 shares 2,326 $333K <0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: 2,290 shares; 2025Q1: 2,406 shares; 2025Q2: 2,404 shares; 2025Q3: 2,429 shares; 2025Q4: 2,429 shares 2,429 $331K <0.01% 0 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY 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: 4,282 shares; 2025Q3: 4,282 shares; 2025Q4: 2,000 shares 2,000 $329K <0.01% -2,282 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: 7,271 shares; 2025Q1: 7,271 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares 6,800 $326K <0.01% 0 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,781 shares; 2024Q4: 20,781 shares; 2025Q1: 25,326 shares; 2025Q2: 25,326 shares; 2025Q3: 25,326 shares; 2025Q4: 20,781 shares 20,781 $324K <0.01% -4,545 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 4,417 shares; 2025Q1: 4,192 shares; 2025Q2: 4,192 shares; 2025Q3: 3,448 shares; 2025Q4: 3,436 shares 3,436 $324K <0.01% -12 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,319 shares; 2024Q4: 1,319 shares; 2025Q1: 1,319 shares; 2025Q2: 1,319 shares; 2025Q3: 1,319 shares; 2025Q4: 5,116 shares 5,116 $321K <0.01% +3,797 Timeline SUB 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: 2,170 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 3,679 shares; 2025Q4: 3,005 shares 3,005 $321K <0.01% -674 Timeline AVDE 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,843 shares; 2025Q3: 3,843 shares; 2025Q4: 3,843 shares 3,843 $316K <0.01% 0 Timeline NAZ NUVEEN ARIZONA QLTY MUN INC More: the full row for NUVEEN ARIZONA QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,400 shares; 2024Q4: 24,400 shares; 2025Q1: 26,400 shares; 2025Q2: 26,400 shares; 2025Q3: 26,400 shares; 2025Q4: 26,400 shares 26,400 $314K <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,465 shares; 2025Q1: 1,465 shares; 2025Q2: 1,450 shares; 2025Q3: 1,445 shares; 2025Q4: 1,465 shares 1,465 $314K <0.01% +20 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,453 shares; 2024Q4: 6,453 shares; 2025Q1: 6,453 shares; 2025Q2: 6,433 shares; 2025Q3: 6,433 shares; 2025Q4: 6,433 shares 6,433 $313K <0.01% 0 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $311K <0.01% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 3,674 shares; 2025Q1: 3,357 shares; 2025Q2: 3,357 shares; 2025Q3: 3,357 shares; 2025Q4: 3,359 shares 3,359 $310K <0.01% +2 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,564 shares; 2024Q4: 5,564 shares; 2025Q1: 5,783 shares; 2025Q2: 5,785 shares; 2025Q3: 5,831 shares; 2025Q4: 5,785 shares 5,785 $310K <0.01% -46 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 154 shares; 2025Q1: 186 shares; 2025Q2: 2,628 shares; 2025Q3: 3,199 shares; 2025Q4: 3,373 shares 3,373 $308K <0.01% +174 Timeline LYTS LSI INDS INC OHIO More: the full row for LSI INDS INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,814 shares; 2024Q4: 31,331 shares; 2025Q1: 27,096 shares; 2025Q2: 26,696 shares; 2025Q3: 26,696 shares; 2025Q4: 16,731 shares 16,731 $307K <0.01% -9,965 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: 1,548 shares; 2024Q4: 1,521 shares; 2025Q1: 1,245 shares; 2025Q2: 971 shares; 2025Q3: 1,530 shares; 2025Q4: 1,332 shares 1,332 $303K <0.01% -198 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 1,192 shares; 2025Q1: 1,193 shares; 2025Q2: 1,193 shares; 2025Q3: 1,193 shares; 2025Q4: 1,193 shares 1,193 $302K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 488 shares; 2025Q2: 537 shares; 2025Q3: 1,187 shares; 2025Q4: 1,307 shares 1,307 $297K <0.01% +120 Timeline EUSB 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: 6,762 shares; 2024Q4: 6,762 shares; 2025Q1: 6,762 shares; 2025Q2: 6,762 shares; 2025Q3: 6,762 shares; 2025Q4: 6,762 shares 6,762 $297K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,665 shares; 2024Q4: 17,275 shares; 2025Q1: 4,919 shares; 2025Q2: 4,687 shares; 2025Q3: 3,479 shares; 2025Q4: 2,077 shares 2,077 $287K <0.01% -1,402 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,750 shares; 2024Q4: 9,750 shares; 2025Q1: 8,750 shares; 2025Q2: 8,750 shares; 2025Q3: 8,750 shares; 2025Q4: 7,200 shares 7,200 $285K <0.01% -1,550 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,521 shares; 2024Q4: 40,521 shares; 2025Q1: 15,340 shares; 2025Q2: 12,345 shares; 2025Q3: 11,805 shares; 2025Q4: 11,800 shares 11,800 $284K <0.01% -5 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 585 shares 585 $282K <0.01% -25 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 510 shares; 2025Q1: 512 shares; 2025Q2: 516 shares; 2025Q3: 788 shares; 2025Q4: 790 shares 790 $279K <0.01% +2 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: 344 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 347 shares; 2025Q3: 361 shares; 2025Q4: 361 shares 361 $279K <0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 2,601 shares; 2025Q3: 2,601 shares; 2025Q4: 2,601 shares 2,601 $274K <0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 357 shares; 2025Q1: 587 shares; 2025Q2: 587 shares; 2025Q3: 600 shares; 2025Q4: 601 shares 601 $272K <0.01% +1 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 4,090 shares 4,090 $268K <0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: 3,894 shares; 2025Q1: 4,111 shares; 2025Q2: 4,043 shares; 2025Q3: 3,973 shares; 2025Q4: 3,974 shares 3,974 $266K <0.01% +1 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,410 shares; 2025Q1: 1,551 shares; 2025Q2: 2,267 shares; 2025Q3: 2,896 shares; 2025Q4: 2,896 shares 2,896 $266K <0.01% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,495 shares; 2024Q4: 2,312 shares; 2025Q1: 2,313 shares; 2025Q2: 2,315 shares; 2025Q3: 2,392 shares; 2025Q4: 2,394 shares 2,394 $264K <0.01% +2 Timeline LLYVA LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS 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: 3,222 shares 3,222 $263K <0.01% new Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,354 shares; 2024Q4: 6,354 shares; 2025Q1: 6,354 shares; 2025Q2: 6,354 shares; 2025Q3: 6,354 shares; 2025Q4: 6,354 shares 6,354 $261K <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,751 shares; 2024Q4: 12,005 shares; 2025Q1: 12,018 shares; 2025Q2: 14,784 shares; 2025Q3: 14,784 shares; 2025Q4: 14,784 shares 14,784 $259K <0.01% 0 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $257K <0.01% 0 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: 2,504 shares; 2024Q4: 2,504 shares; 2025Q1: 2,005 shares; 2025Q2: 2,005 shares; 2025Q3: 2,005 shares; 2025Q4: 2,054 shares 2,054 $255K <0.01% +49 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,393 shares; 2025Q1: 1,394 shares; 2025Q2: 1,371 shares; 2025Q3: 1,146 shares; 2025Q4: 1,146 shares 1,146 $250K <0.01% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 5,191 shares; 2025Q1: 5,191 shares; 2025Q2: 4,741 shares; 2025Q3: 4,741 shares; 2025Q4: 4,741 shares 4,741 $249K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,460 shares; 2024Q4: 6,755 shares; 2025Q1: 6,923 shares; 2025Q2: 6,824 shares; 2025Q3: 7,792 shares; 2025Q4: 3,709 shares 3,709 $249K <0.01% -4,083 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 373 shares; 2025Q2: 603 shares; 2025Q3: 518 shares; 2025Q4: 530 shares 530 $249K <0.01% +12 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 2,754 shares 2,754 $248K <0.01% +2,543 Timeline ESGE 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: 5,580 shares; 2024Q4: 5,525 shares; 2025Q1: 5,525 shares; 2025Q2: 5,525 shares; 2025Q3: 5,525 shares; 2025Q4: 5,525 shares 5,525 $244K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,476 shares; 2024Q4: 13,476 shares; 2025Q1: 6,124 shares; 2025Q2: 5,955 shares; 2025Q3: 5,817 shares; 2025Q4: 4,724 shares 4,724 $240K <0.01% -1,093 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,040 shares; 2024Q4: 12,085 shares; 2025Q1: 12,123 shares; 2025Q2: 12,168 shares; 2025Q3: 12,212 shares; 2025Q4: 12,258 shares 12,258 $239K <0.01% +46 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: 2,590 shares; 2024Q4: 2,590 shares; 2025Q1: 2,590 shares; 2025Q2: 2,765 shares; 2025Q3: 2,765 shares; 2025Q4: 5,530 shares 5,530 $236K <0.01% +2,765 Timeline HI HILLENBRAND INC More: the full row for HILLENBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,533 shares; 2024Q4: 7,533 shares; 2025Q1: 7,533 shares; 2025Q2: 7,533 shares; 2025Q3: 7,433 shares; 2025Q4: 7,433 shares 7,433 $236K <0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,108 shares; 2024Q4: 1,852 shares; 2025Q1: 1,757 shares; 2025Q2: 1,435 shares; 2025Q3: 1,118 shares; 2025Q4: 595 shares 595 $234K <0.01% -523 Timeline MSML 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: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $234K <0.01% 0 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: not reported; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares 32 $233K <0.01% 0 Timeline SPMB 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: 10,341 shares; 2024Q4: 10,341 shares; 2025Q1: 10,341 shares; 2025Q2: 10,341 shares; 2025Q3: 10,341 shares; 2025Q4: 10,341 shares 10,341 $232K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,431 shares; 2024Q4: 11,431 shares; 2025Q1: 11,420 shares; 2025Q2: 9,947 shares; 2025Q3: 9,908 shares; 2025Q4: 9,877 shares 9,877 $223K <0.01% -31 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1,286 shares; 2025Q1: 989 shares; 2025Q2: 847 shares; 2025Q3: 856 shares; 2025Q4: 848 shares 848 $220K <0.01% -8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 1,801 shares; 2025Q1: 2,270 shares; 2025Q2: 1,801 shares; 2025Q3: 1,801 shares; 2025Q4: 1,801 shares 1,801 $219K <0.01% 0 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: 6,888 shares; 2024Q4: 5,967 shares; 2025Q1: 5,427 shares; 2025Q2: 5,427 shares; 2025Q3: 5,427 shares; 2025Q4: 5,427 shares 5,427 $219K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,388 shares; 2024Q4: 2,873 shares; 2025Q1: 2,873 shares; 2025Q2: 2,931 shares; 2025Q3: 2,931 shares; 2025Q4: 3,028 shares 3,028 $216K <0.01% +97 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $216K <0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $211K <0.01% 0 Timeline MTUM 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: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 822 shares; 2025Q3: 810 shares; 2025Q4: 822 shares 822 $206K <0.01% +12 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,817 shares; 2024Q4: 34,252 shares; 2025Q1: 21,938 shares; 2025Q2: 21,760 shares; 2025Q3: 15,645 shares; 2025Q4: 8,754 shares 8,754 $205K <0.01% -6,891 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares 7,800 $205K <0.01% 0 Timeline SOXX 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: 630 shares; 2024Q4: 630 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 677 shares 677 $204K <0.01% +17 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,569 shares; 2024Q4: 12,151 shares; 2025Q1: 5,712 shares; 2025Q2: 5,810 shares; 2025Q3: 4,982 shares; 2025Q4: 4,175 shares 4,175 $202K <0.01% -807 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,014 shares; 2024Q4: 2,007 shares; 2025Q1: 1,710 shares; 2025Q2: 1,710 shares; 2025Q3: 1,710 shares; 2025Q4: 2,110 shares 2,110 $201K <0.01% +400 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,775 shares; 2025Q3: 3,775 shares; 2025Q4: 3,775 shares 3,775 $199K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,584 shares; 2024Q4: 4,584 shares; 2025Q1: 4,584 shares; 2025Q2: 4,595 shares; 2025Q3: 4,653 shares; 2025Q4: 3,603 shares 3,603 $199K <0.01% -1,050 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 151 shares; 2025Q2: 150 shares; 2025Q3: 421 shares; 2025Q4: 422 shares 422 $198K <0.01% +1 Timeline IGV 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: 1,950 shares; 2024Q4: 1,870 shares; 2025Q1: 1,870 shares; 2025Q2: 2,035 shares; 2025Q3: 1,870 shares; 2025Q4: 1,870 shares 1,870 $198K <0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2,391 shares; 2025Q1: 2,394 shares; 2025Q2: 2,395 shares; 2025Q3: 2,367 shares; 2025Q4: 2,456 shares 2,456 $195K <0.01% +89 Timeline ESGU 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: 1,428 shares; 2024Q4: 1,099 shares; 2025Q1: 1,355 shares; 2025Q2: 1,294 shares; 2025Q3: 1,294 shares; 2025Q4: 1,294 shares 1,294 $193K <0.01% 0 Timeline PHO 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: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares 2,700 $190K <0.01% 0 Timeline EPI 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: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares 4,100 $190K <0.01% 0 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: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 850 shares 850 $189K <0.01% -150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,134 shares; 2024Q4: 2,052 shares; 2025Q1: 2,153 shares; 2025Q2: 2,155 shares; 2025Q3: 3,050 shares; 2025Q4: 2,317 shares 2,317 $188K <0.01% -733 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407 shares; 2024Q4: 457 shares; 2025Q1: 602 shares; 2025Q2: 612 shares; 2025Q3: 632 shares; 2025Q4: 658 shares 658 $184K <0.01% +26 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 561 shares; 2025Q2: 560 shares; 2025Q3: 360 shares; 2025Q4: 360 shares 360 $184K <0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,046 shares; 2025Q1: 1,046 shares; 2025Q2: 1,077 shares; 2025Q3: 1,022 shares; 2025Q4: 1,022 shares 1,022 $181K <0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654 shares; 2024Q4: 654 shares; 2025Q1: 551 shares; 2025Q2: 552 shares; 2025Q3: 803 shares; 2025Q4: 803 shares 803 $180K <0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,524 shares; 2024Q4: 3,424 shares; 2025Q1: 1,974 shares; 2025Q2: 2,212 shares; 2025Q3: 1,742 shares; 2025Q4: 1,752 shares 1,752 $179K <0.01% +10 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $178K <0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 982 shares; 2025Q3: 635 shares; 2025Q4: 635 shares 635 $177K <0.01% 0 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 4,463 shares; 2025Q1: 4,463 shares; 2025Q2: 4,463 shares; 2025Q3: 4,463 shares; 2025Q4: 4,463 shares 4,463 $176K <0.01% 0 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $175K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,520 shares 3,520 $171K <0.01% new Timeline BH BIGLARI HLDGS INC More: the full row for BIGLARI HLDGS 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: 503 shares; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 503 shares 503 $167K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,420 shares; 2024Q4: 8,420 shares; 2025Q1: 11,425 shares; 2025Q2: 8,425 shares; 2025Q3: 8,425 shares; 2025Q4: 8,425 shares 8,425 $166K <0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 1,962 shares; 2025Q1: 1,964 shares; 2025Q2: 1,962 shares; 2025Q3: 1,967 shares; 2025Q4: 1,964 shares 1,964 $165K <0.01% -3 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 3,700 shares 3,700 $164K <0.01% -400 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 299 shares; 2025Q1: 272 shares; 2025Q2: 494 shares; 2025Q3: 1,650 shares; 2025Q4: 2,515 shares 2,515 $164K <0.01% +865 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares 3,800 $162K <0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares 1,225 $161K <0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 445 shares 445 $160K <0.01% +130 Timeline SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares 2,550 $159K <0.01% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $159K <0.01% 0 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: 106 shares; 2024Q4: 101 shares; 2025Q1: 107 shares; 2025Q2: 97 shares; 2025Q3: 130 shares; 2025Q4: 130 shares 130 $158K <0.01% 0 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: 4,650 shares; 2024Q4: 4,650 shares; 2025Q1: 713 shares; 2025Q2: 716 shares; 2025Q3: 761 shares; 2025Q4: 1,166 shares 1,166 $158K <0.01% +405 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: 5,986 shares; 2024Q4: 3,264 shares; 2025Q1: 2,432 shares; 2025Q2: 2,431 shares; 2025Q3: 2,499 shares; 2025Q4: 2,692 shares 2,692 $158K <0.01% +193 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 972 shares; 2025Q1: 753 shares; 2025Q2: 534 shares; 2025Q3: 534 shares; 2025Q4: 437 shares 437 $157K <0.01% -97 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,905 shares; 2024Q4: 2,005 shares; 2025Q1: 2,005 shares; 2025Q2: 2,005 shares; 2025Q3: 1,555 shares; 2025Q4: 1,555 shares 1,555 $157K <0.01% 0 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: 1,963 shares; 2024Q4: 1,967 shares; 2025Q1: 1,938 shares; 2025Q2: 2,089 shares; 2025Q3: 2,169 shares; 2025Q4: 1,894 shares 1,894 $155K <0.01% -275 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,893 shares; 2024Q4: 18,064 shares; 2025Q1: 18,236 shares; 2025Q2: 18,408 shares; 2025Q3: 18,583 shares; 2025Q4: 13,775 shares 13,775 $155K <0.01% -4,808 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 129 shares; 2025Q1: 130 shares; 2025Q2: 381 shares; 2025Q3: 395 shares; 2025Q4: 395 shares 395 $154K <0.01% 0 Timeline PRF 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: 2,973 shares; 2024Q4: 2,973 shares; 2025Q1: 2,973 shares; 2025Q2: 2,973 shares; 2025Q3: 3,243 shares; 2025Q4: 3,243 shares 3,243 $152K <0.01% 0 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: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $151K <0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 962 shares; 2025Q1: 799 shares; 2025Q2: 1,016 shares; 2025Q3: 998 shares; 2025Q4: 815 shares 815 $150K <0.01% -183 Timeline LBRDA LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,063 shares; 2024Q4: 3,063 shares; 2025Q1: 3,063 shares; 2025Q2: 3,063 shares; 2025Q3: 3,063 shares; 2025Q4: 3,063 shares 3,063 $148K <0.01% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,149 shares 2,149 $147K <0.01% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,300 shares 4,300 $147K <0.01% +100 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 2,925 shares; 2025Q1: 2,925 shares; 2025Q2: 2,925 shares; 2025Q3: 2,925 shares; 2025Q4: 2,925 shares 2,925 $146K <0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $146K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 201 shares; 2025Q3: 211 shares; 2025Q4: 211 shares 211 $143K <0.01% 0 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,735 shares; 2024Q4: 3,735 shares; 2025Q1: 3,735 shares; 2025Q2: 3,735 shares; 2025Q3: 3,735 shares; 2025Q4: 3,930 shares 3,930 $142K <0.01% +195 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $142K <0.01% 0 Timeline