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: 1,232,944 shares; 2024Q4: 3,546,845 shares; 2025Q1: 3,029,980 shares; 2025Q2: 3,364,915 shares; 2025Q3: 3,440,674 shares; 2025Q4: 3,456,934 shares 3,456,934 $309M 13.22% +16,260 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: not reported; 2024Q4: not reported; 2025Q1: 1,233,208 shares; 2025Q2: 1,409,149 shares; 2025Q3: 1,456,404 shares; 2025Q4: 1,604,085 shares 1,604,085 $306M 13.09% +147,681 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: not reported; 2024Q4: not reported; 2025Q1: 560,420 shares; 2025Q2: 586,269 shares; 2025Q3: 568,297 shares; 2025Q4: 590,640 shares 590,640 $288M 12.31% +22,343 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: 179,162 shares; 2024Q4: 381,080 shares; 2025Q1: 381,672 shares; 2025Q2: 357,615 shares; 2025Q3: 350,127 shares; 2025Q4: 353,558 shares 353,558 $217M 9.28% +3,431 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 286,004 shares; 2025Q3: 290,541 shares; 2025Q4: 587,480 shares 587,480 $113M 4.81% +296,939 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: 8,926 shares; 2024Q4: 8,426 shares; 2025Q1: 158,685 shares; 2025Q2: 346,034 shares; 2025Q3: 343,893 shares; 2025Q4: 333,970 shares 333,970 $112M 4.79% -9,923 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: 84,123 shares; 2024Q4: 158,072 shares; 2025Q1: 177,995 shares; 2025Q2: 181,275 shares; 2025Q3: 179,983 shares; 2025Q4: 149,089 shares 149,089 $93.5M 4% -30,894 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,252,623 shares; 2025Q1: 1,441,969 shares; 2025Q2: 1,516,195 shares; 2025Q3: 1,571,923 shares; 2025Q4: 1,581,036 shares 1,581,036 $89.8M 3.84% +9,113 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: 446,104 shares; 2024Q4: 516,482 shares; 2025Q1: 551,354 shares; 2025Q2: 529,906 shares; 2025Q3: 560,906 shares; 2025Q4: 616,369 shares 616,369 $61.6M 2.63% +55,463 Timeline BILS 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: 371,279 shares; 2024Q4: 626,349 shares; 2025Q1: 618,143 shares; 2025Q2: 530,257 shares; 2025Q3: 502,821 shares; 2025Q4: 547,342 shares 547,342 $54.3M 2.32% +44,521 Timeline BIL 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: 280,803 shares; 2024Q4: 299,766 shares; 2025Q1: 238,223 shares; 2025Q2: 443,909 shares; 2025Q3: 440,112 shares; 2025Q4: 441,486 shares 441,486 $40.3M 1.72% +1,374 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: not reported; 2024Q4: 236,609 shares; 2025Q1: 462,997 shares; 2025Q2: 446,592 shares; 2025Q3: 778,461 shares; 2025Q4: 844,957 shares 844,957 $39.8M 1.7% +66,496 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: 208,265 shares; 2024Q4: 205,806 shares; 2025Q1: 204,306 shares; 2025Q2: 182,187 shares; 2025Q3: 184,402 shares; 2025Q4: 185,480 shares 185,480 $34.6M 1.48% +1,078 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,284 shares; 2024Q4: 35,291 shares; 2025Q1: 37,535 shares; 2025Q2: 38,472 shares; 2025Q3: 38,864 shares; 2025Q4: 40,043 shares 40,043 $19.4M 0.83% +1,179 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: 25,027 shares; 2024Q4: 24,723 shares; 2025Q1: 25,000 shares; 2025Q2: 26,461 shares; 2025Q3: 26,526 shares; 2025Q4: 26,255 shares 26,255 $17.9M 0.77% -271 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: 258,946 shares; 2024Q4: 696,473 shares; 2025Q1: 680,876 shares; 2025Q2: 711,664 shares; 2025Q3: 721,199 shares; 2025Q4: 107,334 shares 107,334 $15.4M 0.66% -613,865 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: 73,994 shares; 2024Q4: 72,656 shares; 2025Q1: 70,206 shares; 2025Q2: 69,834 shares; 2025Q3: 61,461 shares; 2025Q4: 55,187 shares 55,187 $15M 0.64% -6,274 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: 61,719 shares; 2024Q4: 62,360 shares; 2025Q1: 65,806 shares; 2025Q2: 66,032 shares; 2025Q3: 66,506 shares; 2025Q4: 63,828 shares 63,828 $14.7M 0.63% -2,678 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: 47,183 shares; 2024Q4: 51,365 shares; 2025Q1: 51,550 shares; 2025Q2: 44,165 shares; 2025Q3: 45,848 shares; 2025Q4: 45,962 shares 45,962 $13.6M 0.58% +114 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: 120,063 shares; 2024Q4: 142,231 shares; 2025Q1: 154,036 shares; 2025Q2: 178,456 shares; 2025Q3: 181,506 shares; 2025Q4: 170,052 shares 170,052 $13.6M 0.58% -11,454 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: 66,644 shares; 2024Q4: 76,842 shares; 2025Q1: 81,170 shares; 2025Q2: 71,585 shares; 2025Q3: 56,353 shares; 2025Q4: 49,368 shares 49,368 $13.6M 0.58% -6,985 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: 17,430 shares; 2024Q4: 17,483 shares; 2025Q1: 19,240 shares; 2025Q2: 19,475 shares; 2025Q3: 19,832 shares; 2025Q4: 20,186 shares 20,186 $13.3M 0.57% +354 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: 38,989 shares; 2024Q4: 39,747 shares; 2025Q1: 43,652 shares; 2025Q2: 44,157 shares; 2025Q3: 45,131 shares; 2025Q4: 42,056 shares 42,056 $13.2M 0.56% -3,075 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: 45,190 shares; 2024Q4: 52,851 shares; 2025Q1: 55,017 shares; 2025Q2: 75,260 shares; 2025Q3: 81,300 shares; 2025Q4: 83,123 shares 83,123 $12.7M 0.54% +1,823 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: 66,817 shares; 2024Q4: 73,150 shares; 2025Q1: 73,770 shares; 2025Q2: 71,191 shares; 2025Q3: 60,248 shares; 2025Q4: 52,915 shares 52,915 $12.1M 0.52% -7,333 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 89,414 shares; 2025Q4: 238,849 shares 238,849 $12.1M 0.52% +149,435 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: 76,588 shares; 2024Q4: 83,321 shares; 2025Q1: 86,417 shares; 2025Q2: 92,105 shares; 2025Q3: 95,600 shares; 2025Q4: 96,099 shares 96,099 $11.6M 0.49% +499 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: 183,507 shares; 2024Q4: 202,500 shares; 2025Q1: 205,706 shares; 2025Q2: 149,621 shares; 2025Q3: 150,714 shares; 2025Q4: 148,953 shares 148,953 $11.5M 0.49% -1,761 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: 59,094 shares; 2024Q4: 67,806 shares; 2025Q1: 74,230 shares; 2025Q2: 113,299 shares; 2025Q3: 124,617 shares; 2025Q4: 115,625 shares 115,625 $11.5M 0.49% -8,992 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: 108,699 shares; 2024Q4: 121,812 shares; 2025Q1: 125,073 shares; 2025Q2: 104,638 shares; 2025Q3: 106,150 shares; 2025Q4: 127,901 shares 127,901 $11.2M 0.48% +21,751 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: 279,031 shares; 2024Q4: 331,802 shares; 2025Q1: 366,542 shares; 2025Q2: 433,983 shares; 2025Q3: 457,094 shares; 2025Q4: 445,650 shares 445,650 $11.1M 0.47% -11,444 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: 32,185 shares; 2024Q4: 32,726 shares; 2025Q1: 36,594 shares; 2025Q2: 37,516 shares; 2025Q3: 38,677 shares; 2025Q4: 34,955 shares 34,955 $11M 0.47% -3,722 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,727 shares; 2024Q4: 484,052 shares; 2025Q1: 500,498 shares; 2025Q2: 504,792 shares; 2025Q3: 530,194 shares; 2025Q4: 534,586 shares 534,586 $10.8M 0.46% +4,392 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: 156,731 shares; 2024Q4: 184,683 shares; 2025Q1: 193,656 shares; 2025Q2: 249,761 shares; 2025Q3: 258,893 shares; 2025Q4: 259,383 shares 259,383 $10.6M 0.45% +490 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,772 shares; 2024Q4: 175,742 shares; 2025Q1: 184,909 shares; 2025Q2: 183,114 shares; 2025Q3: 185,855 shares; 2025Q4: 184,972 shares 184,972 $10.2M 0.43% -883 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,256 shares; 2024Q4: 30,733 shares; 2025Q1: 31,470 shares; 2025Q2: 30,210 shares; 2025Q3: 30,565 shares; 2025Q4: 29,962 shares 29,962 $9.81M 0.42% -603 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: 65,122 shares; 2024Q4: 73,715 shares; 2025Q1: 79,039 shares; 2025Q2: 82,092 shares; 2025Q3: 86,518 shares; 2025Q4: 85,432 shares 85,432 $9.64M 0.41% -1,086 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: 112,641 shares; 2024Q4: 118,187 shares; 2025Q1: 116,162 shares; 2025Q2: 77,196 shares; 2025Q3: 78,585 shares; 2025Q4: 76,577 shares 76,577 $9.4M 0.4% -2,008 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: 3,190 shares; 2024Q4: 3,214 shares; 2025Q1: 3,096 shares; 2025Q2: 65,092 shares; 2025Q3: 65,923 shares; 2025Q4: 65,356 shares 65,356 $9.38M 0.4% -567 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,942 shares; 2024Q4: 150,978 shares; 2025Q1: 167,536 shares; 2025Q2: 172,487 shares; 2025Q3: 167,317 shares; 2025Q4: 161,149 shares 161,149 $9.26M 0.4% -6,168 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: 4,802 shares; 2024Q4: 5,784 shares; 2025Q1: 172,158 shares; 2025Q2: 176,561 shares; 2025Q3: 176,144 shares; 2025Q4: 173,472 shares 173,472 $9.26M 0.4% -2,672 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: 74,087 shares; 2024Q4: 84,526 shares; 2025Q1: 87,629 shares; 2025Q2: 78,607 shares; 2025Q3: 79,284 shares; 2025Q4: 77,541 shares 77,541 $9.09M 0.39% -1,743 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,911 shares; 2024Q4: 181,513 shares; 2025Q1: 195,082 shares; 2025Q2: 186,766 shares; 2025Q3: 192,881 shares; 2025Q4: 184,200 shares 184,200 $9.03M 0.39% -8,681 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: 503,307 shares; 2024Q4: 558,470 shares; 2025Q1: 597,553 shares; 2025Q2: 523,977 shares; 2025Q3: 523,737 shares; 2025Q4: 519,395 shares 519,395 $9.01M 0.39% -4,342 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: 315,002 shares; 2024Q4: 378,422 shares; 2025Q1: 384,065 shares; 2025Q2: 308,905 shares; 2025Q3: 314,455 shares; 2025Q4: 327,243 shares 327,243 $8.13M 0.35% +12,788 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,274 shares; 2024Q4: 237,494 shares; 2025Q1: 263,405 shares; 2025Q2: 333,942 shares; 2025Q3: 345,930 shares; 2025Q4: 334,524 shares 334,524 $8.11M 0.35% -11,406 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: 165,130 shares; 2024Q4: 183,755 shares; 2025Q1: 342,371 shares; 2025Q2: 349,575 shares; 2025Q3: 326,392 shares; 2025Q4: 326,718 shares 326,718 $7.85M 0.34% +326 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: not reported; 2024Q4: 240,893 shares; 2025Q1: 254,375 shares; 2025Q2: 254,464 shares; 2025Q3: 265,198 shares; 2025Q4: 265,786 shares 265,786 $7.31M 0.31% +588 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: 12,634 shares; 2024Q4: 12,798 shares; 2025Q1: 18,647 shares; 2025Q2: 18,953 shares; 2025Q3: 18,922 shares; 2025Q4: 19,900 shares 19,900 $6.89M 0.29% +978 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,689 shares; 2024Q4: 477,423 shares; 2025Q1: 526,896 shares; 2025Q2: 590,228 shares; 2025Q3: 587,645 shares; 2025Q4: 552,650 shares 552,650 $6.88M 0.29% -34,995 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,073 shares; 2025Q1: 68,836 shares; 2025Q2: 71,445 shares; 2025Q3: 76,071 shares; 2025Q4: 73,049 shares 73,049 $6.49M 0.28% -3,022 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: 18,032 shares; 2024Q4: 18,391 shares; 2025Q1: 18,749 shares; 2025Q2: 20,785 shares; 2025Q3: 20,082 shares; 2025Q4: 20,132 shares 20,132 $6.49M 0.28% +50 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,705 shares; 2024Q4: 282,825 shares; 2025Q1: 310,831 shares; 2025Q2: 340,176 shares; 2025Q3: 406,298 shares; 2025Q4: 373,277 shares 373,277 $6.46M 0.28% -33,021 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: 14,234 shares; 2024Q4: 14,401 shares; 2025Q1: 14,470 shares; 2025Q2: 15,663 shares; 2025Q3: 15,863 shares; 2025Q4: 16,803 shares 16,803 $5.89M 0.25% +940 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,446 shares; 2024Q4: 161,246 shares; 2025Q1: 189,766 shares; 2025Q2: 219,755 shares; 2025Q3: 249,306 shares; 2025Q4: 246,954 shares 246,954 $5.77M 0.25% -2,352 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,773 shares; 2024Q4: 94,800 shares; 2025Q1: 106,802 shares; 2025Q2: 114,997 shares; 2025Q3: 122,761 shares; 2025Q4: 123,703 shares 123,703 $5.36M 0.23% +942 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: 38,055 shares; 2024Q4: 43,015 shares; 2025Q1: 44,547 shares; 2025Q2: 48,358 shares; 2025Q3: 53,524 shares; 2025Q4: 50,771 shares 50,771 $5.12M 0.22% -2,753 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: 13,433 shares; 2024Q4: 13,693 shares; 2025Q1: 14,956 shares; 2025Q2: 12,453 shares; 2025Q3: 11,260 shares; 2025Q4: 11,031 shares 11,031 $4.96M 0.21% -229 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: 9,888 shares; 2024Q4: 10,122 shares; 2025Q1: 9,964 shares; 2025Q2: 9,986 shares; 2025Q3: 29,626 shares; 2025Q4: 29,523 shares 29,523 $4.23M 0.18% -103 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: not reported; 2024Q4: 6,740 shares; 2025Q1: 9,032 shares; 2025Q2: 9,249 shares; 2025Q3: 11,346 shares; 2025Q4: 12,943 shares 12,943 $3.93M 0.17% +1,597 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: 5,696 shares; 2024Q4: 5,680 shares; 2025Q1: 6,083 shares; 2025Q2: 6,251 shares; 2025Q3: 6,380 shares; 2025Q4: 6,447 shares 6,447 $3.68M 0.16% +67 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: 12,328 shares; 2024Q4: 12,699 shares; 2025Q1: 12,821 shares; 2025Q2: 12,989 shares; 2025Q3: 17,466 shares; 2025Q4: 11,021 shares 11,021 $3.37M 0.14% -6,445 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: 2,388 shares; 2024Q4: 43,824 shares; 2025Q1: 34,061 shares; 2025Q2: 40,066 shares; 2025Q3: 67,943 shares; 2025Q4: 104,155 shares 104,155 $2.86M 0.12% +36,212 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: 1,492 shares; 2024Q4: 1,497 shares; 2025Q1: 1,596 shares; 2025Q2: 1,596 shares; 2025Q3: 1,766 shares; 2025Q4: 2,308 shares 2,308 $2.48M 0.11% +542 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,042 shares; 2024Q4: 46,837 shares; 2025Q1: 35,272 shares; 2025Q2: 36,385 shares; 2025Q3: 38,612 shares; 2025Q4: 42,447 shares 42,447 $2.43M 0.1% +3,835 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: 4,586 shares; 2024Q4: 4,580 shares; 2025Q1: 4,609 shares; 2025Q2: 4,512 shares; 2025Q3: 4,669 shares; 2025Q4: 4,674 shares 4,674 $2.35M 0.1% +5 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: 8,554 shares; 2024Q4: 10,987 shares; 2025Q1: 19,877 shares; 2025Q2: 20,203 shares; 2025Q3: 19,979 shares; 2025Q4: 20,968 shares 20,968 $2.34M 0.1% +989 Timeline SPHQ 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: 24,688 shares; 2024Q4: 24,688 shares; 2025Q1: 24,688 shares; 2025Q2: 26,287 shares; 2025Q3: 29,049 shares; 2025Q4: 30,216 shares 30,216 $2.27M 0.1% +1,167 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: 35,236 shares; 2024Q4: 35,236 shares; 2025Q1: 36,501 shares; 2025Q2: 38,577 shares; 2025Q3: 36,005 shares; 2025Q4: 36,005 shares 36,005 $2.25M 0.1% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,235 shares; 2025Q2: 21,024 shares; 2025Q3: 30,318 shares; 2025Q4: 49,351 shares 49,351 $2.19M 0.09% +19,033 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: 4,921 shares; 2024Q4: 4,701 shares; 2025Q1: 4,872 shares; 2025Q2: 7,373 shares; 2025Q3: 7,411 shares; 2025Q4: 8,786 shares 8,786 $2.12M 0.09% +1,375 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: 4,352 shares; 2024Q4: 5,046 shares; 2025Q1: 5,319 shares; 2025Q2: 5,864 shares; 2025Q3: 5,953 shares; 2025Q4: 6,080 shares 6,080 $2.09M 0.09% +127 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: 2,332 shares; 2024Q4: 2,370 shares; 2025Q1: 2,551 shares; 2025Q2: 2,634 shares; 2025Q3: 2,240 shares; 2025Q4: 2,395 shares 2,395 $2.07M 0.09% +155 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: 8,671 shares; 2024Q4: 8,973 shares; 2025Q1: 9,572 shares; 2025Q2: 9,616 shares; 2025Q3: 9,309 shares; 2025Q4: 9,499 shares 9,499 $2.03M 0.09% +190 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: 1,831 shares; 2024Q4: 2,092 shares; 2025Q1: 2,048 shares; 2025Q2: 2,102 shares; 2025Q3: 2,096 shares; 2025Q4: 21,296 shares 21,296 $2M 0.09% +19,200 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: 25,205 shares; 2024Q4: 26,103 shares; 2025Q1: 23,611 shares; 2025Q2: 26,710 shares; 2025Q3: 27,364 shares; 2025Q4: 27,791 shares 27,791 $1.94M 0.08% +427 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,299 shares 10,299 $1.87M 0.08% new 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: 8,696 shares; 2024Q4: 8,916 shares; 2025Q1: 11,190 shares; 2025Q2: 11,689 shares; 2025Q3: 11,896 shares; 2025Q4: 23,014 shares 23,014 $1.83M 0.08% +11,118 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,462 shares; 2025Q1: 24,583 shares; 2025Q2: 24,462 shares; 2025Q3: 24,036 shares; 2025Q4: 23,914 shares 23,914 $1.77M 0.08% -122 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,151 shares; 2025Q3: 29,934 shares; 2025Q4: 29,934 shares 29,934 $1.76M 0.08% 0 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: 4,179 shares; 2024Q4: 4,379 shares; 2025Q1: 6,362 shares; 2025Q2: 6,568 shares; 2025Q3: 6,882 shares; 2025Q4: 6,800 shares 6,800 $1.75M 0.07% -82 Timeline SHV 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: 17,098 shares; 2025Q3: 15,497 shares; 2025Q4: 15,497 shares 15,497 $1.71M 0.07% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,398 shares; 2024Q4: 7,283 shares; 2025Q1: 5,592 shares; 2025Q2: 5,388 shares; 2025Q3: 5,359 shares; 2025Q4: 4,819 shares 4,819 $1.56M 0.07% -540 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,538 shares; 2025Q3: 19,647 shares; 2025Q4: 19,647 shares 19,647 $1.55M 0.07% 0 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,006 shares; 2024Q4: 88,006 shares; 2025Q1: 88,006 shares; 2025Q2: 88,006 shares; 2025Q3: 88,006 shares; 2025Q4: 88,006 shares 88,006 $1.54M 0.07% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,367 shares; 2024Q4: 3,349 shares; 2025Q1: 3,284 shares; 2025Q2: 3,284 shares; 2025Q3: 7,633 shares; 2025Q4: 7,475 shares 7,475 $1.46M 0.06% -158 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: 8,661 shares; 2024Q4: 8,597 shares; 2025Q1: 7,940 shares; 2025Q2: 5,637 shares; 2025Q3: 5,763 shares; 2025Q4: 5,431 shares 5,431 $1.44M 0.06% -332 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: 7,700 shares; 2024Q4: 7,700 shares; 2025Q1: 7,720 shares; 2025Q2: 7,569 shares; 2025Q3: 7,646 shares; 2025Q4: 7,646 shares 7,646 $1.36M 0.06% 0 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: 6,995 shares; 2024Q4: 6,924 shares; 2025Q1: 5,266 shares; 2025Q2: 5,232 shares; 2025Q3: 5,216 shares; 2025Q4: 4,932 shares 4,932 $1.34M 0.06% -284 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: 3,338 shares; 2024Q4: 3,333 shares; 2025Q1: 3,333 shares; 2025Q2: 3,333 shares; 2025Q3: 3,333 shares; 2025Q4: 3,583 shares 3,583 $1.33M 0.06% +250 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: 6,723 shares; 2024Q4: 6,723 shares; 2025Q1: 6,722 shares; 2025Q2: 8,521 shares; 2025Q3: 8,460 shares; 2025Q4: 7,797 shares 7,797 $1.25M 0.05% -663 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: 17,391 shares; 2024Q4: 17,355 shares; 2025Q1: 17,370 shares; 2025Q2: 20,117 shares; 2025Q3: 19,622 shares; 2025Q4: 20,365 shares 20,365 $1.12M 0.05% +743 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: 1,601 shares; 2024Q4: 1,598 shares; 2025Q1: 1,598 shares; 2025Q2: 2,492 shares; 2025Q3: 2,415 shares; 2025Q4: 1,920 shares 1,920 $1.1M 0.05% -495 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: 4,279 shares; 2024Q4: 4,394 shares; 2025Q1: 4,228 shares; 2025Q2: 5,446 shares; 2025Q3: 5,379 shares; 2025Q4: 5,157 shares 5,157 $1.07M 0.05% -222 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: not reported; 2024Q4: not reported; 2025Q1: 3,763 shares; 2025Q2: 3,800 shares; 2025Q3: 3,720 shares; 2025Q4: 3,657 shares 3,657 $1.04M 0.04% -63 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: 7,182 shares; 2024Q4: 7,324 shares; 2025Q1: 3,113 shares; 2025Q2: 3,754 shares; 2025Q3: 3,603 shares; 2025Q4: 3,145 shares 3,145 $1.04M 0.04% -458 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,421 shares; 2025Q3: 7,508 shares; 2025Q4: 7,857 shares 7,857 $1.03M 0.04% +349 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: 18,846 shares; 2024Q4: 18,435 shares; 2025Q1: 14,274 shares; 2025Q2: 30,078 shares; 2025Q3: 29,851 shares; 2025Q4: 25,476 shares 25,476 $1.02M 0.04% -4,375 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: 1,281 shares; 2024Q4: 1,281 shares; 2025Q1: 1,281 shares; 2025Q2: 1,281 shares; 2025Q3: 1,281 shares; 2025Q4: 1,281 shares 1,281 $966K 0.04% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,172 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,096 shares; 2025Q4: 1,096 shares 1,096 $963K 0.04% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,347 shares; 2024Q4: 22,347 shares; 2025Q1: 22,347 shares; 2025Q2: 21,812 shares; 2025Q3: 18,218 shares; 2025Q4: 17,288 shares 17,288 $947K 0.04% -930 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: 9,605 shares; 2024Q4: 10,134 shares; 2025Q1: 9,919 shares; 2025Q2: 11,737 shares; 2025Q3: 11,835 shares; 2025Q4: 11,662 shares 11,662 $936K 0.04% -173 Timeline JEPQ 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: not reported; 2024Q4: 16,187 shares; 2025Q1: 16,483 shares; 2025Q2: 16,187 shares; 2025Q3: 15,646 shares; 2025Q4: 15,560 shares 15,560 $904K 0.04% -86 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: 5,065 shares; 2024Q4: 5,063 shares; 2025Q1: 4,920 shares; 2025Q2: 4,589 shares; 2025Q3: 4,589 shares; 2025Q4: 4,294 shares 4,294 $894K 0.04% -295 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 1,516 shares; 2025Q1: 1,226 shares; 2025Q2: 1,205 shares; 2025Q3: 1,205 shares; 2025Q4: 5,775 shares 5,775 $885K 0.04% +4,570 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,376 shares; 2024Q4: 2,340 shares; 2025Q1: 1,812 shares; 2025Q2: 1,695 shares; 2025Q3: 1,647 shares; 2025Q4: 1,598 shares 1,598 $835K 0.04% -49 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: 4,918 shares; 2024Q4: 5,327 shares; 2025Q1: 5,133 shares; 2025Q2: 5,133 shares; 2025Q3: 5,133 shares; 2025Q4: 4,689 shares 4,689 $832K 0.04% -444 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: 3,109 shares; 2024Q4: 2,819 shares; 2025Q1: 2,819 shares; 2025Q2: 2,709 shares; 2025Q3: 2,710 shares; 2025Q4: 2,533 shares 2,533 $818K 0.03% -177 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: 1,766 shares; 2024Q4: 1,766 shares; 2025Q1: 1,766 shares; 2025Q2: 1,700 shares; 2025Q3: 1,721 shares; 2025Q4: 1,700 shares 1,700 $805K 0.03% -21 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 2,351 shares; 2025Q1: 1,816 shares; 2025Q2: 1,783 shares; 2025Q3: 1,769 shares; 2025Q4: 1,720 shares 1,720 $781K 0.03% -49 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,015 shares; 2025Q1: 14,848 shares; 2025Q2: 7,922 shares; 2025Q3: 6,858 shares; 2025Q4: 17,042 shares 17,042 $756K 0.03% +10,184 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: 1,451 shares; 2024Q4: 1,455 shares; 2025Q1: 1,455 shares; 2025Q2: 3,324 shares; 2025Q3: 3,324 shares; 2025Q4: 3,324 shares 3,324 $699K 0.03% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,681 shares; 2025Q1: 1,681 shares; 2025Q2: 1,681 shares; 2025Q3: 2,461 shares; 2025Q4: 1,718 shares 1,718 $681K 0.03% -743 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: 2,346 shares; 2024Q4: 2,590 shares; 2025Q1: 2,686 shares; 2025Q2: 2,964 shares; 2025Q3: 1,433 shares; 2025Q4: 1,428 shares 1,428 $665K 0.03% -5 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: not reported; 2024Q4: 721 shares; 2025Q1: 2,136 shares; 2025Q2: 2,213 shares; 2025Q3: 2,319 shares; 2025Q4: 1,415 shares 1,415 $663K 0.03% -904 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 585 shares; 2025Q3: 587 shares; 2025Q4: 615 shares 615 $658K 0.03% +28 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: 2,187 shares; 2024Q4: 2,187 shares; 2025Q1: 2,187 shares; 2025Q2: 2,187 shares; 2025Q3: 2,169 shares; 2025Q4: 2,169 shares 2,169 $655K 0.03% 0 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: 2,034 shares; 2024Q4: 2,235 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,084 shares; 2025Q4: 2,079 shares 2,079 $649K 0.03% -5 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: 13,438 shares; 2024Q4: 15,136 shares; 2025Q1: 13,971 shares; 2025Q2: 13,664 shares; 2025Q3: 5,405 shares; 2025Q4: 5,247 shares 5,247 $635K 0.03% -158 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,970 shares; 2024Q4: 5,970 shares; 2025Q1: 5,970 shares; 2025Q2: 5,970 shares; 2025Q3: 5,970 shares; 2025Q4: 5,970 shares 5,970 $606K 0.03% 0 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: 1,485 shares; 2024Q4: 1,398 shares; 2025Q1: 1,335 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 935 shares 935 $564K 0.02% -200 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: 955 shares; 2024Q4: 987 shares; 2025Q1: 932 shares; 2025Q2: 894 shares; 2025Q3: 867 shares; 2025Q4: 823 shares 823 $564K 0.02% -44 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: not reported; 2024Q4: 8,600 shares; 2025Q1: 8,600 shares; 2025Q2: 8,600 shares; 2025Q3: 8,002 shares; 2025Q4: 7,903 shares 7,903 $549K 0.02% -99 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,651 shares 14,651 $542K 0.02% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 1,451 shares; 2025Q3: 1,384 shares; 2025Q4: 1,309 shares 1,309 $540K 0.02% -75 Timeline MGV 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: 3,853 shares; 2024Q4: 3,853 shares; 2025Q1: 3,853 shares; 2025Q2: 3,923 shares; 2025Q3: 3,851 shares; 2025Q4: 3,790 shares 3,790 $535K 0.02% -61 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: 3,423 shares; 2024Q4: 3,118 shares; 2025Q1: 3,054 shares; 2025Q2: 2,799 shares; 2025Q3: 2,641 shares; 2025Q4: 2,432 shares 2,432 $528K 0.02% -209 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: 5,173 shares; 2024Q4: 5,139 shares; 2025Q1: 2,226 shares; 2025Q2: 2,250 shares; 2025Q3: 2,242 shares; 2025Q4: 2,232 shares 2,232 $511K 0.02% -10 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: 2,420 shares; 2024Q4: 2,001 shares; 2025Q1: 2,001 shares; 2025Q2: 2,001 shares; 2025Q3: 2,003 shares; 2025Q4: 1,924 shares 1,924 $496K 0.02% -79 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: 238,613 shares; 2024Q4: 70,718 shares; 2025Q1: 69,685 shares; 2025Q2: 69,339 shares; 2025Q3: 67,063 shares; 2025Q4: 13,379 shares 13,379 $494K 0.02% -53,684 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,118 shares; 2025Q4: 5,345 shares 5,345 $481K 0.02% +227 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: 1,602 shares; 2024Q4: 1,608 shares; 2025Q1: 1,608 shares; 2025Q2: 2,603 shares; 2025Q3: 3,080 shares; 2025Q4: 2,733 shares 2,733 $474K 0.02% -347 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: 19,259 shares; 2024Q4: 41,983 shares; 2025Q1: 29,394 shares; 2025Q2: 29,249 shares; 2025Q3: 19,259 shares; 2025Q4: 9,259 shares 9,259 $468K 0.02% -10,000 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: 2,533 shares; 2024Q4: 2,542 shares; 2025Q1: 2,542 shares; 2025Q2: 2,537 shares; 2025Q3: 2,395 shares; 2025Q4: 2,395 shares 2,395 $467K 0.02% 0 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: 4,073 shares; 2024Q4: 3,842 shares; 2025Q1: 4,331 shares; 2025Q2: 4,331 shares; 2025Q3: 4,331 shares; 2025Q4: 4,622 shares 4,622 $445K 0.02% +291 Timeline IGF 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $430K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 1,470 shares; 2025Q1: 1,465 shares; 2025Q2: 1,465 shares; 2025Q3: 1,465 shares; 2025Q4: 1,465 shares 1,465 $423K 0.02% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,109 shares; 2025Q1: 1,181 shares; 2025Q2: 1,151 shares; 2025Q3: 1,008 shares; 2025Q4: 858 shares 858 $415K 0.02% -150 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,262 shares; 2024Q4: 11,925 shares; 2025Q1: 10,966 shares; 2025Q2: 10,551 shares; 2025Q3: 10,355 shares; 2025Q4: 10,355 shares 10,355 $408K 0.02% 0 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: 1,596 shares; 2024Q4: 1,554 shares; 2025Q1: 1,522 shares; 2025Q2: 1,522 shares; 2025Q3: 1,737 shares; 2025Q4: 1,693 shares 1,693 $392K 0.02% -44 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 1,799 shares; 2025Q1: 1,528 shares; 2025Q2: 1,528 shares; 2025Q3: 1,511 shares; 2025Q4: 1,452 shares 1,452 $390K 0.02% -59 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 304 shares; 2025Q1: 238 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 225 shares 225 $380K 0.02% -8 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $379K 0.02% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,358 shares; 2025Q1: 1,318 shares; 2025Q2: 1,318 shares; 2025Q3: 1,449 shares; 2025Q4: 1,425 shares 1,425 $374K 0.02% -24 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: 14,418 shares; 2024Q4: 8,970 shares; 2025Q1: 4,044 shares; 2025Q2: 5,026 shares; 2025Q3: 4,683 shares; 2025Q4: 4,420 shares 4,420 $372K 0.02% -263 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: 620 shares; 2024Q4: 617 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 923 shares; 2025Q4: 1,020 shares 1,020 $358K 0.02% +97 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,071 shares; 2024Q4: 11,071 shares; 2025Q1: 11,071 shares; 2025Q2: 12,844 shares; 2025Q3: 4,845 shares; 2025Q4: 4,845 shares 4,845 $358K 0.02% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,173 shares; 2024Q4: 10,521 shares; 2025Q1: 3,735 shares; 2025Q2: 3,635 shares; 2025Q3: 3,669 shares; 2025Q4: 3,375 shares 3,375 $355K 0.02% -294 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,446 shares; 2025Q3: 1,451 shares; 2025Q4: 1,451 shares 1,451 $352K 0.02% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: 2,217 shares; 2025Q1: 2,031 shares; 2025Q2: 3,015 shares; 2025Q3: 2,918 shares; 2025Q4: 2,725 shares 2,725 $341K 0.01% -193 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: 7,173 shares; 2024Q4: 6,556 shares; 2025Q1: 6,892 shares; 2025Q2: 6,735 shares; 2025Q3: 4,822 shares; 2025Q4: 5,003 shares 5,003 $336K 0.01% +181 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares 6,200 $331K 0.01% 0 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,086 shares; 2024Q4: 4,086 shares; 2025Q1: 4,086 shares; 2025Q2: 4,086 shares; 2025Q3: 4,086 shares; 2025Q4: 4,086 shares 4,086 $330K 0.01% 0 Timeline FNDF 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: not reported; 2024Q4: 7,111 shares; 2025Q1: 7,111 shares; 2025Q2: 7,111 shares; 2025Q3: 7,111 shares; 2025Q4: 6,994 shares 6,994 $316K 0.01% -117 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: not reported; 2024Q4: 608 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 608 shares; 2025Q4: 608 shares 608 $310K 0.01% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,622 shares; 2024Q4: 22,331 shares; 2025Q1: 5,449 shares; 2025Q2: 5,163 shares; 2025Q3: 5,163 shares; 2025Q4: 5,163 shares 5,163 $310K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 371 shares; 2025Q4: 371 shares 371 $300K 0.01% 0 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: 1,726 shares; 2024Q4: 1,789 shares; 2025Q1: 1,979 shares; 2025Q2: 2,067 shares; 2025Q3: 520 shares; 2025Q4: 515 shares 515 $298K 0.01% -5 Timeline SCHY 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: not reported; 2024Q4: 9,939 shares; 2025Q1: 9,939 shares; 2025Q2: 9,939 shares; 2025Q3: 9,939 shares; 2025Q4: 9,903 shares 9,903 $295K 0.01% -36 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: 54 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares 53 $284K 0.01% 0 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: 1,390 shares; 2024Q4: 1,390 shares; 2025Q1: not reported; 2025Q2: 1,390 shares; 2025Q3: 1,390 shares; 2025Q4: 1,390 shares 1,390 $278K 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 492 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 361 shares; 2025Q4: 336 shares 336 $276K 0.01% -25 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: 710 shares; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 708 shares 708 $276K 0.01% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,232 shares; 2024Q4: 17,885 shares; 2025Q1: 13,396 shares; 2025Q2: 13,183 shares; 2025Q3: 12,783 shares; 2025Q4: 3,962 shares 3,962 $266K 0.01% -8,821 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 5,263 shares; 2025Q1: 1,334 shares; 2025Q2: 1,334 shares; 2025Q3: 1,253 shares; 2025Q4: 1,177 shares 1,177 $263K 0.01% -76 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,320 shares; 2025Q3: 3,340 shares; 2025Q4: 3,320 shares 3,320 $262K 0.01% -20 Timeline MOAT 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: 2,491 shares; 2025Q1: 3,760 shares; 2025Q2: 2,491 shares; 2025Q3: 2,491 shares; 2025Q4: 2,491 shares 2,491 $258K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,062 shares; 2025Q3: 1,162 shares; 2025Q4: 1,162 shares 1,162 $252K 0.01% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,306 shares; 2025Q1: 5,306 shares; 2025Q2: 5,306 shares; 2025Q3: 5,306 shares; 2025Q4: 5,306 shares 5,306 $247K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 662,366 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,725 shares 3,725 $246K 0.01% new Timeline AFIF TWO RDS SHARED TR More: the full row for TWO RDS SHARED 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: 25,387 shares 25,387 $239K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,563 shares 2,563 $239K 0.01% new 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: 9,747 shares; 2024Q4: 9,747 shares; 2025Q1: 9,747 shares; 2025Q2: 9,747 shares; 2025Q3: 7,697 shares; 2025Q4: 7,697 shares 7,697 $238K 0.01% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,032 shares; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: 1,487 shares; 2025Q3: 818 shares; 2025Q4: 1,636 shares 1,636 $236K 0.01% +818 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 5,202 shares; 2025Q4: 5,202 shares 5,202 $234K 0.01% 0 Timeline DFIV 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: not reported; 2024Q4: not reported; 2025Q1: 5,506 shares; 2025Q2: 5,506 shares; 2025Q3: 4,646 shares; 2025Q4: 4,646 shares 4,646 $232K 0.01% 0 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: 300 shares; 2024Q4: 300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares 300 $232K 0.01% new 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: 29,120 shares; 2024Q4: 20,211 shares; 2025Q1: 20,101 shares; 2025Q2: 20,101 shares; 2025Q3: 19,267 shares; 2025Q4: 4,246 shares 4,246 $229K 0.01% -15,021 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: 1,379 shares; 2024Q4: 1,379 shares; 2025Q1: 1,432 shares; 2025Q2: 1,322 shares; 2025Q3: 926 shares; 2025Q4: 926 shares 926 $228K 0.01% 0 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: 768 shares; 2024Q4: 768 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 786 shares 786 $227K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 780 shares; 2025Q4: 780 shares 780 $226K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,765 shares; 2025Q3: 1,974 shares; 2025Q4: 1,965 shares 1,965 $224K 0.01% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 260 shares; 2025Q4: 252 shares 252 $222K 0.01% -8 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,450 shares; 2025Q3: 1,265 shares; 2025Q4: 1,200 shares 1,200 $221K 0.01% -65 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 3,172 shares 3,172 $220K 0.01% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,955 shares; 2024Q4: 3,724 shares; 2025Q1: 897 shares; 2025Q2: not reported; 2025Q3: 774 shares; 2025Q4: 774 shares 774 $213K 0.01% 0 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: 818 shares; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: 815 shares; 2025Q3: 821 shares; 2025Q4: 815 shares 815 $210K 0.01% -6 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,076 shares; 2025Q4: 2,551 shares 2,551 $208K 0.01% +475 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 717 shares; 2025Q4: 717 shares 717 $205K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 710 shares 710 $204K 0.01% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: not reported; 2025Q4: 595 shares 595 $204K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306 shares; 2025Q3: 304 shares; 2025Q4: 304 shares 304 $201K 0.01% 0 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $192K 0.01% 0 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,656 shares; 2024Q4: 13,656 shares; 2025Q1: 13,656 shares; 2025Q2: 13,656 shares; 2025Q3: 13,656 shares; 2025Q4: 13,656 shares 13,656 $154K 0.01% 0 Timeline