VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,004,289 shares; 2024Q4: 3,149,172 shares; 2025Q1: 3,277,956 shares; 2025Q2: 3,251,331 shares; 2025Q3: 3,363,119 shares 3,363,119 $202M 8.7% +111,788 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,354 shares; 2024Q4: 231,581 shares; 2025Q1: 237,748 shares; 2025Q2: 248,249 shares; 2025Q3: 259,802 shares 259,802 $174M 7.51% +11,553 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,989,178 shares; 2024Q4: 2,099,763 shares; 2025Q1: 2,189,702 shares; 2025Q2: 2,203,629 shares; 2025Q3: 2,341,429 shares 2,341,429 $153M 6.6% +137,800 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,276,432 shares; 2024Q4: 2,371,672 shares; 2025Q1: 2,481,904 shares; 2025Q2: 2,490,439 shares; 2025Q3: 2,571,930 shares 2,571,930 $139M 6.02% +81,491 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563,760 shares; 2024Q4: 533,892 shares; 2025Q1: 527,456 shares; 2025Q2: 519,971 shares; 2025Q3: 507,831 shares 507,831 $94.8M 4.09% -12,140 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,840,880 shares; 2024Q4: 1,934,988 shares; 2025Q1: 2,051,304 shares; 2025Q2: 2,102,164 shares; 2025Q3: 2,265,306 shares 2,265,306 $80.3M 3.47% +163,142 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,284 shares; 2024Q4: 307,273 shares; 2025Q1: 316,530 shares; 2025Q2: 309,770 shares; 2025Q3: 311,666 shares 311,666 $79.4M 3.43% +1,896 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,724 shares; 2024Q4: 158,019 shares; 2025Q1: 152,764 shares; 2025Q2: 150,554 shares; 2025Q3: 153,198 shares 153,198 $79.3M 3.43% +2,644 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720,585 shares; 2024Q4: 697,953 shares; 2025Q1: 672,202 shares; 2025Q2: 657,365 shares; 2025Q3: 497,350 shares 497,350 $59.1M 2.55% -160,015 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 676,246 shares 676,246 $53M 2.29% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,610 shares; 2024Q4: 118,814 shares; 2025Q1: 126,490 shares; 2025Q2: 163,221 shares; 2025Q3: 161,833 shares 161,833 $47.5M 2.05% -1,388 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,107 shares; 2024Q4: 371,008 shares; 2025Q1: 410,043 shares; 2025Q2: 420,848 shares; 2025Q3: 484,931 shares 484,931 $47.5M 2.05% +64,083 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,026 shares; 2024Q4: 347,862 shares; 2025Q1: 345,598 shares; 2025Q2: 355,895 shares; 2025Q3: 322,268 shares 322,268 $46.9M 2.03% -33,627 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383,245 shares; 2024Q4: 456,689 shares; 2025Q1: 470,371 shares; 2025Q2: 501,568 shares; 2025Q3: 499,139 shares 499,139 $43.6M 1.88% -2,429 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,783 shares; 2024Q4: 133,603 shares; 2025Q1: 130,518 shares; 2025Q2: 130,136 shares; 2025Q3: 130,310 shares 130,310 $41.1M 1.77% +174 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,922 shares; 2024Q4: 1,399,500 shares; 2025Q1: 1,387,851 shares; 2025Q2: 1,247,966 shares; 2025Q3: 1,238,595 shares 1,238,595 $36.7M 1.58% -9,371 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,418 shares; 2024Q4: 186,969 shares; 2025Q1: 148,677 shares; 2025Q2: 151,647 shares; 2025Q3: 150,539 shares 150,539 $36.6M 1.58% -1,108 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,210 shares; 2024Q4: 529,501 shares; 2025Q1: 543,157 shares; 2025Q2: 556,394 shares; 2025Q3: 552,971 shares 552,971 $36.5M 1.57% -3,423 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,882 shares; 2024Q4: 157,413 shares; 2025Q1: 154,540 shares; 2025Q2: 154,076 shares; 2025Q3: 156,743 shares 156,743 $34.4M 1.49% +2,667 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,562 shares; 2024Q4: 51,029 shares; 2025Q1: 54,870 shares; 2025Q2: 55,939 shares; 2025Q3: 60,304 shares 60,304 $30.3M 1.31% +4,365 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,498 shares; 2024Q4: 106,451 shares; 2025Q1: 115,303 shares; 2025Q2: 130,593 shares; 2025Q3: 107,370 shares 107,370 $27.3M 1.18% -23,223 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,645 shares; 2024Q4: 37,106 shares; 2025Q1: 37,859 shares; 2025Q2: 39,856 shares; 2025Q3: 39,441 shares 39,441 $26.3M 1.13% -415 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,874 shares; 2024Q4: 25,290 shares; 2025Q1: 25,241 shares; 2025Q2: 25,129 shares; 2025Q3: 25,690 shares 25,690 $23.8M 1.03% +561 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,963 shares; 2024Q4: 174,655 shares; 2025Q1: 196,294 shares; 2025Q2: 204,747 shares; 2025Q3: 249,320 shares 249,320 $23.7M 1.02% +44,573 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,523 shares; 2024Q4: 254,782 shares; 2025Q1: 260,971 shares; 2025Q2: 264,599 shares; 2025Q3: 319,502 shares 319,502 $22.8M 0.98% +54,903 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 148,942 shares; 2025Q1: 143,622 shares; 2025Q2: 147,651 shares; 2025Q3: 146,791 shares 146,791 $21.4M 0.92% -860 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,853 shares; 2024Q4: 89,224 shares; 2025Q1: 88,258 shares; 2025Q2: 87,287 shares; 2025Q3: 87,556 shares 87,556 $20.3M 0.88% +269 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,988 shares; 2024Q4: 66,133 shares; 2025Q1: 62,796 shares; 2025Q2: 62,040 shares; 2025Q3: 59,199 shares 59,199 $20.2M 0.87% -2,841 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,268 shares; 2024Q4: 125,651 shares; 2025Q1: 127,526 shares; 2025Q2: 126,346 shares; 2025Q3: 128,901 shares 128,901 $20M 0.86% +2,555 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,576 shares; 2024Q4: 172,576 shares; 2025Q1: 172,576 shares; 2025Q2: 172,576 shares; 2025Q3: 172,656 shares 172,656 $19.8M 0.85% +80 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,535 shares; 2024Q4: 81,091 shares; 2025Q1: 85,355 shares; 2025Q2: 86,228 shares; 2025Q3: 92,566 shares 92,566 $18.8M 0.81% +6,338 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,408 shares; 2025Q1: 22,676 shares; 2025Q2: 30,416 shares; 2025Q3: 30,286 shares 30,286 $18.6M 0.8% -130 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,309 shares; 2024Q4: 50,422 shares; 2025Q1: 49,343 shares; 2025Q2: 51,390 shares; 2025Q3: 51,609 shares 51,609 $18.1M 0.78% +219 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,134 shares; 2024Q4: 115,480 shares; 2025Q1: 114,470 shares; 2025Q2: 113,976 shares; 2025Q3: 115,371 shares 115,371 $17.7M 0.77% +1,395 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 4,411 shares; 2025Q1: 15,103 shares; 2025Q2: 21,153 shares; 2025Q3: 22,527 shares 22,527 $16.5M 0.71% +1,374 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,920 shares; 2024Q4: 188,025 shares; 2025Q1: 195,682 shares; 2025Q2: 197,384 shares; 2025Q3: 205,152 shares 205,152 $15.5M 0.67% +7,768 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559,292 shares; 2024Q4: 599,296 shares; 2025Q1: 637,819 shares; 2025Q2: 667,470 shares; 2025Q3: 141,370 shares 141,370 $14.2M 0.61% -526,100 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,564 shares; 2024Q4: 38,607 shares; 2025Q1: 38,432 shares; 2025Q2: 37,689 shares; 2025Q3: 37,837 shares 37,837 $14M 0.6% +148 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,098 shares; 2024Q4: 27,991 shares; 2025Q1: 27,991 shares; 2025Q2: 27,810 shares; 2025Q3: 27,806 shares 27,806 $13.3M 0.58% -4 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,303 shares; 2024Q4: 27,909 shares; 2025Q1: 28,032 shares; 2025Q2: 28,005 shares; 2025Q3: 29,106 shares 29,106 $13.3M 0.57% +1,101 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,537 shares; 2024Q4: 46,486 shares; 2025Q1: 48,164 shares; 2025Q2: 50,261 shares; 2025Q3: 53,817 shares 53,817 $12.8M 0.55% +3,556 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,923 shares; 2024Q4: 49,364 shares; 2025Q1: 51,724 shares; 2025Q2: 52,243 shares; 2025Q3: 56,270 shares 56,270 $12.4M 0.54% +4,027 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,878 shares; 2024Q4: 81,079 shares; 2025Q1: 82,879 shares; 2025Q2: 82,821 shares; 2025Q3: 84,486 shares 84,486 $12.2M 0.53% +1,665 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,456 shares; 2024Q4: 37,752 shares; 2025Q1: 39,991 shares; 2025Q2: 39,082 shares; 2025Q3: 39,488 shares 39,488 $12M 0.52% +406 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,137 shares; 2024Q4: 49,945 shares; 2025Q1: 49,920 shares; 2025Q2: 55,561 shares; 2025Q3: 58,552 shares 58,552 $11.6M 0.5% +2,991 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,316 shares; 2024Q4: 74,331 shares; 2025Q1: 72,902 shares; 2025Q2: 75,875 shares; 2025Q3: 77,707 shares 77,707 $11.4M 0.49% +1,832 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,431 shares; 2024Q4: 69,107 shares; 2025Q1: 65,870 shares; 2025Q2: 60,929 shares; 2025Q3: 59,154 shares 59,154 $11M 0.47% -1,775 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,456 shares; 2024Q4: 60,082 shares; 2025Q1: 60,106 shares; 2025Q2: 63,269 shares; 2025Q3: 63,732 shares 63,732 $10.8M 0.47% +463 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,583 shares; 2024Q4: 22,137 shares; 2025Q1: 21,647 shares; 2025Q2: 21,709 shares; 2025Q3: 21,625 shares 21,625 $10.5M 0.45% -84 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,014 shares; 2025Q2: 41,350 shares; 2025Q3: 48,662 shares 48,662 $10.3M 0.45% +7,312 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,724 shares; 2024Q4: 1,748 shares; 2025Q1: 1,624 shares; 2025Q2: 4,772 shares; 2025Q3: 8,452 shares 8,452 $10.1M 0.44% +3,680 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 106,204 shares; 2025Q1: 135,531 shares; 2025Q2: 153,343 shares; 2025Q3: 164,479 shares 164,479 $10M 0.43% +11,136 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,694 shares; 2024Q4: 380,820 shares; 2025Q1: 369,427 shares; 2025Q2: 345,340 shares; 2025Q3: 305,160 shares 305,160 $9.74M 0.42% -40,180 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,477 shares; 2024Q4: 17,640 shares; 2025Q1: 19,602 shares; 2025Q2: 19,792 shares; 2025Q3: 20,418 shares 20,418 $9.7M 0.42% +626 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,259 shares; 2024Q4: 53,272 shares; 2025Q1: 53,272 shares; 2025Q2: 52,897 shares; 2025Q3: 50,926 shares 50,926 $9.5M 0.41% -1,971 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,437 shares; 2025Q2: 9,205 shares; 2025Q3: 9,581 shares 9,581 $8.82M 0.38% +376 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,084 shares 56,084 $8.03M 0.35% new Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,250 shares; 2024Q4: 152,050 shares; 2025Q1: 152,200 shares; 2025Q2: 151,550 shares; 2025Q3: 118,600 shares 118,600 $7.76M 0.33% -32,950 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,917 shares; 2024Q4: 13,001 shares; 2025Q1: 12,604 shares; 2025Q2: 11,841 shares; 2025Q3: 10,809 shares 10,809 $6.49M 0.28% -1,032 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,060 shares; 2024Q4: 57,329 shares; 2025Q1: 57,431 shares; 2025Q2: 56,953 shares; 2025Q3: 56,375 shares 56,375 $6.36M 0.27% -578 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,929 shares; 2024Q4: 22,408 shares; 2025Q1: 21,413 shares; 2025Q2: 20,802 shares; 2025Q3: 20,301 shares 20,301 $5.73M 0.25% -501 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,460 shares; 2024Q4: 18,037 shares; 2025Q1: 17,640 shares; 2025Q2: 17,392 shares; 2025Q3: 17,171 shares 17,171 $5.04M 0.22% -221 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,944 shares; 2024Q4: 10,506 shares; 2025Q1: 10,521 shares; 2025Q2: 10,449 shares; 2025Q3: 10,264 shares 10,264 $4.9M 0.21% -185 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,721 shares; 2024Q4: 19,850 shares; 2025Q1: 34,523 shares; 2025Q2: 35,383 shares; 2025Q3: 34,310 shares 34,310 $4.74M 0.2% -1,073 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,748 shares; 2024Q4: 16,113 shares; 2025Q1: 15,776 shares; 2025Q2: 15,000 shares; 2025Q3: 14,989 shares 14,989 $4.61M 0.2% -11 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,601 shares; 2024Q4: 16,473 shares; 2025Q1: 22,431 shares; 2025Q2: 21,887 shares; 2025Q3: 21,964 shares 21,964 $4.41M 0.19% +77 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,294 shares; 2024Q4: 34,869 shares; 2025Q1: 33,413 shares; 2025Q2: 32,912 shares; 2025Q3: 32,665 shares 32,665 $4.38M 0.19% -247 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,896 shares; 2024Q4: 12,896 shares; 2025Q1: 12,893 shares; 2025Q2: 12,828 shares; 2025Q3: 12,803 shares 12,803 $4.25M 0.18% -25 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,396 shares; 2024Q4: 6,657 shares; 2025Q1: 6,566 shares; 2025Q2: 6,865 shares; 2025Q3: 6,806 shares 6,806 $4.17M 0.18% -59 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,755 shares; 2024Q4: 10,770 shares; 2025Q1: 10,725 shares; 2025Q2: 12,389 shares; 2025Q3: 11,110 shares 11,110 $3.65M 0.16% -1,279 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,862 shares; 2024Q4: 47,905 shares; 2025Q1: 44,513 shares; 2025Q2: 43,212 shares; 2025Q3: 42,265 shares 42,265 $3.55M 0.15% -947 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,957 shares; 2024Q4: 15,626 shares; 2025Q1: 15,212 shares; 2025Q2: 15,077 shares; 2025Q3: 15,155 shares 15,155 $3.19M 0.14% +78 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,376 shares; 2024Q4: 37,586 shares; 2025Q1: 37,536 shares; 2025Q2: 37,359 shares; 2025Q3: 39,125 shares 39,125 $3.09M 0.13% +1,766 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,921 shares; 2024Q4: 47,704 shares; 2025Q1: 46,520 shares; 2025Q2: 46,836 shares; 2025Q3: 46,509 shares 46,509 $3.08M 0.13% -327 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,752 shares; 2024Q4: 24,150 shares; 2025Q1: 23,101 shares; 2025Q2: 21,606 shares; 2025Q3: 21,483 shares 21,483 $3.02M 0.13% -123 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,823 shares; 2025Q1: 3,923 shares; 2025Q2: 3,715 shares; 2025Q3: 3,924 shares 3,924 $2.93M 0.13% +209 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,253 shares; 2024Q4: 23,956 shares; 2025Q1: 23,538 shares; 2025Q2: 22,675 shares; 2025Q3: 22,738 shares 22,738 $2.81M 0.12% +63 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,100 shares; 2024Q4: 52,100 shares; 2025Q1: 52,100 shares; 2025Q2: 52,100 shares; 2025Q3: 52,361 shares 52,361 $2.7M 0.12% +261 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,098 shares; 2024Q4: 47,626 shares; 2025Q1: 47,225 shares; 2025Q2: 52,201 shares; 2025Q3: 52,725 shares 52,725 $2.61M 0.11% +524 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,090 shares; 2024Q4: 15,257 shares; 2025Q1: 16,393 shares; 2025Q2: 34,220 shares; 2025Q3: 30,979 shares 30,979 $2.52M 0.11% -3,241 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,616 shares; 2024Q4: 28,989 shares; 2025Q1: 28,988 shares; 2025Q2: 26,950 shares; 2025Q3: 26,755 shares 26,755 $2.5M 0.11% -195 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,315 shares; 2024Q4: 21,282 shares; 2025Q1: 20,729 shares; 2025Q2: 20,028 shares; 2025Q3: 18,701 shares 18,701 $2.45M 0.11% -1,327 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,881 shares; 2024Q4: 10,078 shares; 2025Q1: 10,113 shares; 2025Q2: 7,517 shares; 2025Q3: 6,972 shares 6,972 $2.3M 0.1% -545 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,998 shares; 2024Q4: 31,101 shares; 2025Q1: 30,233 shares; 2025Q2: 30,443 shares; 2025Q3: 27,991 shares 27,991 $2.3M 0.1% -2,452 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: 4,647 shares; 2025Q1: 19,436 shares; 2025Q2: 8,793 shares; 2025Q3: 8,107 shares 8,107 $2.28M 0.1% -686 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 2,920 shares; 2025Q1: 2,962 shares; 2025Q2: 2,876 shares; 2025Q3: 2,917 shares 2,917 $2.23M 0.1% +41 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,711 shares; 2024Q4: 39,105 shares; 2025Q1: 34,337 shares; 2025Q2: 35,646 shares; 2025Q3: 28,327 shares 28,327 $2.21M 0.1% -7,319 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,017 shares; 2024Q4: 10,995 shares; 2025Q1: 8,010 shares; 2025Q2: 9,437 shares; 2025Q3: 9,053 shares 9,053 $2.2M 0.1% -384 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,737 shares; 2024Q4: 59,589 shares; 2025Q1: 56,813 shares; 2025Q2: 55,123 shares; 2025Q3: 54,515 shares 54,515 $2.18M 0.09% -608 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,655 shares; 2024Q4: 6,636 shares; 2025Q1: 6,572 shares; 2025Q2: 6,086 shares; 2025Q3: 7,660 shares 7,660 $2.15M 0.09% +1,574 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,933 shares; 2024Q4: 4,846 shares; 2025Q1: 5,858 shares; 2025Q2: 4,469 shares; 2025Q3: 4,694 shares 4,694 $2.09M 0.09% +225 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,256 shares; 2024Q4: 96,589 shares; 2025Q1: 89,920 shares; 2025Q2: 84,822 shares; 2025Q3: 74,575 shares 74,575 $2.04M 0.09% -10,247 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 3,902 shares; 2025Q1: 3,615 shares; 2025Q2: 3,537 shares; 2025Q3: 3,571 shares 3,571 $2.03M 0.09% +34 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,823 shares; 2024Q4: 41,125 shares; 2025Q1: 28,790 shares; 2025Q2: 29,357 shares; 2025Q3: 26,873 shares 26,873 $1.84M 0.08% -2,484 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,863 shares; 2024Q4: 5,838 shares; 2025Q1: 5,803 shares; 2025Q2: 5,700 shares; 2025Q3: 5,886 shares 5,886 $1.77M 0.08% +186 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,182 shares; 2024Q4: 4,094 shares; 2025Q1: 4,081 shares; 2025Q2: 4,037 shares; 2025Q3: 4,023 shares 4,023 $1.7M 0.07% -14 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: 4,037 shares; 2025Q1: 3,975 shares; 2025Q2: 3,913 shares; 2025Q3: 4,055 shares 4,055 $1.64M 0.07% +142 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,173 shares; 2024Q4: 18,966 shares; 2025Q1: 16,836 shares; 2025Q2: 15,790 shares; 2025Q3: 19,238 shares 19,238 $1.61M 0.07% +3,448 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,300 shares; 2024Q4: 19,662 shares; 2025Q1: 15,402 shares; 2025Q2: 24,091 shares; 2025Q3: 24,013 shares 24,013 $1.61M 0.07% -78 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,425 shares; 2024Q4: 9,775 shares; 2025Q1: 10,100 shares; 2025Q2: 10,000 shares; 2025Q3: 9,935 shares 9,935 $1.48M 0.06% -65 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,119 shares; 2024Q4: 33,119 shares; 2025Q1: 32,494 shares; 2025Q2: 27,494 shares; 2025Q3: 27,494 shares 27,494 $1.47M 0.06% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,577 shares; 2024Q4: 28,286 shares; 2025Q1: 30,803 shares; 2025Q2: 40,761 shares; 2025Q3: 28,127 shares 28,127 $1.43M 0.06% -12,634 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,082 shares; 2024Q4: 12,517 shares; 2025Q1: 11,842 shares; 2025Q2: 11,465 shares; 2025Q3: 11,082 shares 11,082 $1.4M 0.06% -383 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,250 shares; 2024Q4: 7,250 shares; 2025Q1: 7,250 shares; 2025Q2: 7,250 shares; 2025Q3: 7,250 shares 7,250 $1.39M 0.06% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,989 shares; 2024Q4: 38,654 shares; 2025Q1: 36,753 shares; 2025Q2: 35,303 shares; 2025Q3: 35,303 shares 35,303 $1.37M 0.06% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,868 shares; 2024Q4: 15,525 shares; 2025Q1: 15,521 shares; 2025Q2: 17,688 shares; 2025Q3: 18,323 shares 18,323 $1.35M 0.06% +635 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,981 shares; 2024Q4: 9,359 shares; 2025Q1: 8,769 shares; 2025Q2: 8,620 shares; 2025Q3: 8,665 shares 8,665 $1.34M 0.06% +45 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,879 shares; 2024Q4: 50,280 shares; 2025Q1: 48,692 shares; 2025Q2: 42,341 shares; 2025Q3: 39,306 shares 39,306 $1.33M 0.06% -3,035 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,191 shares; 2024Q4: 43,051 shares; 2025Q1: 41,484 shares; 2025Q2: 37,546 shares; 2025Q3: 37,225 shares 37,225 $1.32M 0.06% -321 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 2,507 shares; 2025Q1: 2,625 shares; 2025Q2: 3,236 shares; 2025Q3: 3,684 shares 3,684 $1.31M 0.06% +448 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,289 shares; 2024Q4: 8,097 shares; 2025Q1: 7,815 shares; 2025Q2: 7,790 shares; 2025Q3: 7,827 shares 7,827 $1.3M 0.06% +37 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,415 shares; 2024Q4: 9,237 shares; 2025Q1: 10,141 shares; 2025Q2: 8,994 shares; 2025Q3: 8,787 shares 8,787 $1.28M 0.06% -207 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,130 shares; 2024Q4: 24,130 shares; 2025Q1: 24,130 shares; 2025Q2: 24,130 shares; 2025Q3: 24,130 shares 24,130 $1.21M 0.05% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,346 shares; 2024Q4: 38,435 shares; 2025Q1: 34,651 shares; 2025Q2: 29,220 shares; 2025Q3: 26,874 shares 26,874 $1.18M 0.05% -2,346 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,750 shares; 2024Q4: 14,500 shares; 2025Q1: 14,498 shares; 2025Q2: 14,397 shares; 2025Q3: 16,664 shares 16,664 $1.18M 0.05% +2,267 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,168 shares; 2024Q4: 50,384 shares; 2025Q1: 44,439 shares; 2025Q2: 41,991 shares; 2025Q3: 38,162 shares 38,162 $1.16M 0.05% -3,829 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,830 shares; 2024Q4: 30,824 shares; 2025Q1: 33,086 shares; 2025Q2: 16,032 shares; 2025Q3: 12,860 shares 12,860 $1.15M 0.05% -3,172 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,604 shares; 2024Q4: 21,604 shares; 2025Q1: 22,584 shares; 2025Q2: 22,584 shares; 2025Q3: 23,604 shares 23,604 $1.11M 0.05% +1,020 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,522 shares; 2024Q4: 22,542 shares; 2025Q1: 21,918 shares; 2025Q2: 20,940 shares; 2025Q3: 21,234 shares 21,234 $1.07M 0.05% +294 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 3,451 shares; 2025Q1: 3,247 shares; 2025Q2: 3,082 shares; 2025Q3: 3,025 shares 3,025 $1.07M 0.05% -57 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,031 shares; 2024Q4: 75,789 shares; 2025Q1: 50,414 shares; 2025Q2: 45,095 shares; 2025Q3: 41,814 shares 41,814 $1.07M 0.05% -3,281 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,848 shares; 2024Q4: 42,165 shares; 2025Q1: 38,577 shares; 2025Q2: 36,908 shares; 2025Q3: 40,894 shares 40,894 $1.05M 0.05% +3,986 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,103 shares; 2025Q1: 5,419 shares; 2025Q2: 5,319 shares; 2025Q3: 5,495 shares 5,495 $1M 0.04% +176 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,025 shares; 2024Q4: 11,565 shares; 2025Q1: 11,690 shares; 2025Q2: 11,428 shares; 2025Q3: 8,192 shares 8,192 $984K 0.04% -3,236 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,713 shares; 2024Q4: 3,593 shares; 2025Q1: 3,518 shares; 2025Q2: 3,064 shares; 2025Q3: 2,979 shares 2,979 $980K 0.04% -85 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,571 shares; 2024Q4: 9,590 shares; 2025Q1: 9,937 shares; 2025Q2: 7,286 shares; 2025Q3: 7,286 shares 7,286 $956K 0.04% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,428 shares; 2024Q4: 7,475 shares; 2025Q1: 7,678 shares; 2025Q2: 6,647 shares; 2025Q3: 6,704 shares 6,704 $955K 0.04% +57 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,178 shares; 2024Q4: 10,029 shares; 2025Q1: 9,712 shares; 2025Q2: 8,882 shares; 2025Q3: 8,376 shares 8,376 $934K 0.04% -506 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,821 shares; 2024Q4: 3,837 shares; 2025Q1: 4,304 shares; 2025Q2: 3,977 shares; 2025Q3: 4,290 shares 4,290 $926K 0.04% +313 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,927 shares; 2024Q4: 3,242 shares; 2025Q1: 3,227 shares; 2025Q2: 3,252 shares; 2025Q3: 3,212 shares 3,212 $906K 0.04% -40 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,849 shares; 2024Q4: 9,800 shares; 2025Q1: 9,800 shares; 2025Q2: 9,800 shares; 2025Q3: 9,870 shares 9,870 $884K 0.04% +70 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,675 shares; 2024Q4: 25,223 shares; 2025Q1: 22,934 shares; 2025Q2: 17,244 shares; 2025Q3: 16,956 shares 16,956 $875K 0.04% -288 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,873 shares; 2024Q4: 11,002 shares; 2025Q1: 8,701 shares; 2025Q2: 8,449 shares; 2025Q3: 8,403 shares 8,403 $866K 0.04% -46 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,833 shares; 2024Q4: 23,539 shares; 2025Q1: 22,455 shares; 2025Q2: 19,531 shares; 2025Q3: 19,151 shares 19,151 $864K 0.04% -380 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,112 shares; 2024Q4: 49,051 shares; 2025Q1: 50,051 shares; 2025Q2: 49,051 shares; 2025Q3: 49,051 shares 49,051 $842K 0.04% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 2,974 shares; 2025Q1: 3,873 shares; 2025Q2: 3,773 shares; 2025Q3: 3,548 shares 3,548 $834K 0.04% -225 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,801 shares; 2024Q4: 80,285 shares; 2025Q1: 71,798 shares; 2025Q2: 70,097 shares; 2025Q3: 55,609 shares 55,609 $830K 0.04% -14,488 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,616 shares; 2024Q4: 13,116 shares; 2025Q1: 12,391 shares; 2025Q2: 11,725 shares; 2025Q3: 11,294 shares 11,294 $827K 0.04% -431 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 2,626 shares; 2025Q1: 2,581 shares; 2025Q2: 2,499 shares; 2025Q3: 2,490 shares 2,490 $819K 0.04% -9 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: 2,224 shares; 2025Q1: 2,224 shares; 2025Q2: 2,224 shares; 2025Q3: 2,224 shares 2,224 $813K 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,333 shares; 2024Q4: 8,499 shares; 2025Q1: 8,399 shares; 2025Q2: 8,399 shares; 2025Q3: 8,399 shares 8,399 $811K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,673 shares; 2024Q4: 2,641 shares; 2025Q1: 2,661 shares; 2025Q2: 2,735 shares; 2025Q3: 2,697 shares 2,697 $803K 0.03% -38 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,030 shares; 2024Q4: 25,679 shares; 2025Q1: 4,678 shares; 2025Q2: 1,949 shares; 2025Q3: 1,604 shares 1,604 $801K 0.03% -345 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,697 shares; 2025Q1: 1,042 shares; 2025Q2: 922 shares; 2025Q3: 677 shares 677 $790K 0.03% -245 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,278 shares; 2024Q4: 4,299 shares; 2025Q1: 4,279 shares; 2025Q2: 4,207 shares; 2025Q3: 4,240 shares 4,240 $779K 0.03% +33 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,444 shares; 2024Q4: 13,855 shares; 2025Q1: 15,092 shares; 2025Q2: 15,123 shares; 2025Q3: 15,947 shares 15,947 $766K 0.03% +824 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.03% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,268 shares; 2024Q4: 12,001 shares; 2025Q1: 12,244 shares; 2025Q2: 12,129 shares; 2025Q3: 11,885 shares 11,885 $753K 0.03% -244 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,045 shares; 2025Q2: 11,046 shares; 2025Q3: 11,047 shares 11,047 $746K 0.03% +1 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 5,103 shares; 2025Q1: 22,766 shares; 2025Q2: 5,752 shares; 2025Q3: 4,779 shares 4,779 $737K 0.03% -973 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,020 shares; 2024Q4: 3,920 shares; 2025Q1: 3,770 shares; 2025Q2: 3,770 shares; 2025Q3: 3,929 shares 3,929 $735K 0.03% +159 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,848 shares; 2024Q4: 21,848 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $734K 0.03% 0 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,916 shares; 2024Q4: 23,917 shares; 2025Q1: 25,417 shares; 2025Q2: 25,418 shares; 2025Q3: 23,917 shares 23,917 $718K 0.03% -1,501 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,031 shares; 2024Q4: 33,659 shares; 2025Q1: 33,259 shares; 2025Q2: 31,501 shares; 2025Q3: 25,491 shares 25,491 $711K 0.03% -6,010 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,517 shares; 2024Q4: 23,144 shares; 2025Q1: 21,965 shares; 2025Q2: 18,453 shares; 2025Q3: 17,945 shares 17,945 $667K 0.03% -508 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,219 shares; 2025Q1: 1,219 shares; 2025Q2: 1,107 shares; 2025Q3: 1,107 shares 1,107 $660K 0.03% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 2,352 shares; 2025Q1: 2,352 shares; 2025Q2: 2,392 shares; 2025Q3: 2,393 shares 2,393 $653K 0.03% +1 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,111 shares; 2024Q4: 1,111 shares; 2025Q1: 1,501 shares; 2025Q2: 1,501 shares; 2025Q3: 1,516 shares 1,516 $640K 0.03% +15 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,206 shares; 2024Q4: 6,033 shares; 2025Q1: 5,307 shares; 2025Q2: 5,153 shares; 2025Q3: 5,525 shares 5,525 $633K 0.03% +372 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 2,292 shares; 2025Q1: 2,174 shares; 2025Q2: 2,172 shares; 2025Q3: 2,184 shares 2,184 $630K 0.03% +12 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,213 shares; 2024Q4: 4,064 shares; 2025Q1: 4,015 shares; 2025Q2: 3,612 shares; 2025Q3: 3,737 shares 3,737 $625K 0.03% +125 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,083 shares; 2024Q4: 3,009 shares; 2025Q1: 3,009 shares; 2025Q2: 1,872 shares; 2025Q3: 1,852 shares 1,852 $616K 0.03% -20 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,770 shares; 2025Q1: 1,762 shares; 2025Q2: 1,762 shares; 2025Q3: 1,762 shares 1,762 $610K 0.03% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,123 shares; 2024Q4: 14,300 shares; 2025Q1: 14,175 shares; 2025Q2: 14,304 shares; 2025Q3: 13,428 shares 13,428 $604K 0.03% -876 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 2,502 shares; 2025Q1: 3,135 shares; 2025Q2: 2,950 shares; 2025Q3: 2,775 shares 2,775 $599K 0.03% -175 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 771 shares; 2025Q1: 1,143 shares; 2025Q2: 1,158 shares; 2025Q3: 1,191 shares 1,191 $585K 0.03% +33 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,677 shares; 2024Q4: 6,455 shares; 2025Q1: 6,321 shares; 2025Q2: 6,321 shares; 2025Q3: 6,068 shares 6,068 $574K 0.02% -253 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,999 shares; 2024Q4: 3,999 shares; 2025Q1: 3,999 shares; 2025Q2: 3,999 shares; 2025Q3: 10,904 shares 10,904 $553K 0.02% +6,905 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,198 shares; 2024Q4: 3,128 shares; 2025Q1: 3,985 shares; 2025Q2: 3,385 shares; 2025Q3: 3,235 shares 3,235 $553K 0.02% -150 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 3,561 shares; 2025Q1: 3,735 shares; 2025Q2: 2,982 shares; 2025Q3: 3,143 shares 3,143 $549K 0.02% +161 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,825 shares; 2024Q4: 8,077 shares; 2025Q1: 8,077 shares; 2025Q2: 9,789 shares; 2025Q3: 12,644 shares 12,644 $536K 0.02% +2,855 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,453 shares; 2025Q1: 1,460 shares; 2025Q2: 1,440 shares; 2025Q3: 1,421 shares 1,421 $532K 0.02% -19 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,659 shares; 2024Q4: 9,659 shares; 2025Q1: 11,141 shares; 2025Q2: 11,866 shares; 2025Q3: 11,626 shares 11,626 $510K 0.02% -240 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,585 shares; 2024Q4: 4,409 shares; 2025Q1: 31,998 shares; 2025Q2: 4,501 shares; 2025Q3: 4,276 shares 4,276 $506K 0.02% -225 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,133 shares; 2024Q4: 6,133 shares; 2025Q1: 5,882 shares; 2025Q2: 5,854 shares; 2025Q3: 5,877 shares 5,877 $497K 0.02% +23 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,422 shares; 2024Q4: 5,100 shares; 2025Q1: 5,075 shares; 2025Q2: 4,745 shares; 2025Q3: 4,630 shares 4,630 $487K 0.02% -115 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 3,105 shares; 2025Q1: 3,439 shares; 2025Q2: 5,245 shares; 2025Q3: 5,200 shares 5,200 $483K 0.02% -45 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,936 shares; 2024Q4: 3,955 shares; 2025Q1: 3,823 shares; 2025Q2: 3,688 shares; 2025Q3: 3,738 shares 3,738 $465K 0.02% +50 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 2,157 shares; 2025Q1: 2,178 shares; 2025Q2: 2,281 shares; 2025Q3: 2,223 shares 2,223 $464K 0.02% -58 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,808 shares; 2024Q4: 36,788 shares; 2025Q1: 1,886 shares; 2025Q2: 1,633 shares; 2025Q3: 1,654 shares 1,654 $453K 0.02% +21 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,976 shares; 2025Q2: 4,976 shares; 2025Q3: 5,375 shares 5,375 $452K 0.02% +399 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,355 shares; 2024Q4: 9,286 shares; 2025Q1: 11,152 shares; 2025Q2: 11,193 shares; 2025Q3: 10,393 shares 10,393 $451K 0.02% -800 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 2,671 shares; 2025Q1: 2,671 shares; 2025Q2: 2,671 shares; 2025Q3: 2,620 shares 2,620 $447K 0.02% -51 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,127 shares; 2024Q4: 55,171 shares; 2025Q1: 55,470 shares; 2025Q2: 27,319 shares; 2025Q3: 1,731 shares 1,731 $447K 0.02% -25,588 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 1,836 shares; 2025Q1: 1,836 shares; 2025Q2: 1,874 shares; 2025Q3: 1,891 shares 1,891 $447K 0.02% +17 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 2,883 shares; 2025Q1: 2,674 shares; 2025Q2: 2,610 shares; 2025Q3: 2,715 shares 2,715 $440K 0.02% +105 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,600 shares; 2025Q1: 4,475 shares; 2025Q2: 4,375 shares; 2025Q3: 4,428 shares 4,428 $436K 0.02% +53 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,485 shares; 2024Q4: 20,840 shares; 2025Q1: 19,166 shares; 2025Q2: 14,002 shares; 2025Q3: 15,437 shares 15,437 $436K 0.02% +1,435 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 947 shares; 2025Q1: 834 shares; 2025Q2: 990 shares; 2025Q3: 889 shares 889 $436K 0.02% -101 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,115 shares; 2024Q4: 4,065 shares; 2025Q1: 4,065 shares; 2025Q2: 3,920 shares; 2025Q3: 3,973 shares 3,973 $433K 0.02% +53 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,239 shares; 2024Q4: 21,375 shares; 2025Q1: 20,840 shares; 2025Q2: 34,323 shares; 2025Q3: 2,988 shares 2,988 $428K 0.02% -31,335 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,080 shares; 2025Q1: 10,790 shares; 2025Q2: 5,913 shares; 2025Q3: 5,873 shares 5,873 $427K 0.02% -40 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,475 shares; 2025Q1: 2,023 shares; 2025Q2: 1,754 shares; 2025Q3: 1,673 shares 1,673 $421K 0.02% -81 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,543 shares; 2025Q1: 1,564 shares; 2025Q2: 1,560 shares; 2025Q3: 1,605 shares 1,605 $419K 0.02% +45 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2,103 shares; 2025Q1: 1,903 shares; 2025Q2: 1,903 shares; 2025Q3: 1,918 shares 1,918 $412K 0.02% +15 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,427 shares; 2025Q1: 2,833 shares; 2025Q2: 2,565 shares; 2025Q3: 2,570 shares 2,570 $409K 0.02% +5 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,236 shares; 2024Q4: 9,242 shares; 2025Q1: 7,947 shares; 2025Q2: 7,110 shares; 2025Q3: 6,479 shares 6,479 $405K 0.02% -631 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,888 shares; 2024Q4: 4,016 shares; 2025Q1: 3,979 shares; 2025Q2: 3,979 shares; 2025Q3: 4,257 shares 4,257 $403K 0.02% +278 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,466 shares; 2025Q1: 2,568 shares; 2025Q2: 2,770 shares; 2025Q3: 2,823 shares 2,823 $401K 0.02% +53 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,520 shares; 2024Q4: 4,159 shares; 2025Q1: 4,559 shares; 2025Q2: 4,531 shares; 2025Q3: 5,154 shares 5,154 $401K 0.02% +623 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,472 shares; 2025Q1: 27,676 shares; 2025Q2: 9,383 shares; 2025Q3: 9,426 shares 9,426 $397K 0.02% +43 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,775 shares; 2024Q4: 7,721 shares; 2025Q1: 6,826 shares; 2025Q2: 4,837 shares; 2025Q3: 4,407 shares 4,407 $395K 0.02% -430 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 1,654 shares; 2025Q1: 1,527 shares; 2025Q2: 1,527 shares; 2025Q3: 1,592 shares 1,592 $393K 0.02% +65 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 5,980 shares; 2025Q1: 3,833 shares; 2025Q2: 4,345 shares; 2025Q3: 4,430 shares 4,430 $386K 0.02% +85 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,441 shares; 2024Q4: 15,713 shares; 2025Q1: 15,361 shares; 2025Q2: 12,816 shares; 2025Q3: 12,012 shares 12,012 $377K 0.02% -804 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,021 shares; 2025Q1: 2,012 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares 1,800 $369K 0.02% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 474 shares; 2025Q3: 476 shares 476 $368K 0.02% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,374 shares; 2025Q1: 1,424 shares; 2025Q2: 1,282 shares; 2025Q3: 1,314 shares 1,314 $367K 0.02% +32 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,455 shares; 2024Q4: 9,455 shares; 2025Q1: 9,455 shares; 2025Q2: 9,455 shares; 2025Q3: 9,455 shares 9,455 $365K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,387 shares; 2025Q1: 1,547 shares; 2025Q2: 1,319 shares; 2025Q3: 1,233 shares 1,233 $362K 0.02% -86 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,705 shares; 2024Q4: 12,705 shares; 2025Q1: 12,705 shares; 2025Q2: 9,601 shares; 2025Q3: 7,601 shares 7,601 $352K 0.02% -2,000 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,205 shares; 2024Q4: 3,200 shares; 2025Q1: 3,178 shares; 2025Q2: 3,262 shares; 2025Q3: 3,102 shares 3,102 $349K 0.02% -160 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 388 shares; 2025Q1: 385 shares; 2025Q2: 325 shares; 2025Q3: 435 shares 435 $346K 0.01% +110 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,081 shares 3,081 $346K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,133 shares; 2025Q2: 2,133 shares; 2025Q3: 2,133 shares 2,133 $345K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 367 shares 367 $343K 0.01% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,223 shares; 2024Q4: 6,393 shares; 2025Q1: 7,003 shares; 2025Q2: 6,903 shares; 2025Q3: 5,571 shares 5,571 $341K 0.01% -1,332 Timeline IVOG 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,822 shares; 2024Q4: 2,822 shares; 2025Q1: 2,822 shares; 2025Q2: 2,822 shares; 2025Q3: 2,822 shares 2,822 $337K 0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 792 shares; 2025Q1: 732 shares; 2025Q2: 727 shares; 2025Q3: 742 shares 742 $332K 0.01% +15 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,744 shares; 2024Q4: not reported; 2025Q1: 2,762 shares; 2025Q2: 2,762 shares; 2025Q3: 3,351 shares 3,351 $328K 0.01% +589 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,204 shares; 2024Q4: 5,836 shares; 2025Q1: 5,527 shares; 2025Q2: 4,758 shares; 2025Q3: 4,848 shares 4,848 $328K 0.01% +90 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,639 shares; 2024Q4: 6,636 shares; 2025Q1: 6,597 shares; 2025Q2: 3,897 shares; 2025Q3: 3,581 shares 3,581 $327K 0.01% -316 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 529 shares; 2025Q3: 537 shares 537 $327K 0.01% +8 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 2,537 shares; 2025Q1: 2,332 shares; 2025Q2: 2,147 shares; 2025Q3: 1,987 shares 1,987 $321K 0.01% -160 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,656 shares; 2024Q4: 7,656 shares; 2025Q1: 7,656 shares; 2025Q2: 7,656 shares; 2025Q3: 7,656 shares 7,656 $320K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 2,116 shares; 2025Q1: 2,076 shares; 2025Q2: 1,969 shares; 2025Q3: 1,702 shares 1,702 $319K 0.01% -267 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,602 shares; 2025Q1: 1,602 shares; 2025Q2: 1,602 shares; 2025Q3: 1,602 shares 1,602 $317K 0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 928 shares 928 $316K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 4,230 shares; 2025Q1: 4,230 shares; 2025Q2: 4,230 shares; 2025Q3: 4,230 shares 4,230 $315K 0.01% 0 Timeline VPV INVESCO PA VALUE MUN INC TR More: the full row for INVESCO PA VALUE MUN INC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,424 shares; 2024Q4: 22,399 shares; 2025Q1: 29,554 shares; 2025Q2: 30,347 shares; 2025Q3: 30,347 shares 30,347 $313K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 1,750 shares; 2025Q1: 1,734 shares; 2025Q2: 1,356 shares; 2025Q3: 1,207 shares 1,207 $313K 0.01% -149 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,610 shares; 2025Q2: 5,610 shares; 2025Q3: 5,610 shares 5,610 $303K 0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,650 shares; 2025Q1: 1,616 shares; 2025Q2: 1,543 shares; 2025Q3: 2,144 shares 2,144 $302K 0.01% +601 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,489 shares; 2024Q4: 2,491 shares; 2025Q1: 2,492 shares; 2025Q2: 2,494 shares; 2025Q3: 2,496 shares 2,496 $301K 0.01% +2 Timeline ALM ALMONTY INDS INC More: the full row for ALMONTY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,400 shares 49,400 $298K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,377 shares; 2025Q3: 3,968 shares 3,968 $295K 0.01% -409 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,942 shares; 2024Q4: 5,558 shares; 2025Q1: 6,328 shares; 2025Q2: 6,586 shares; 2025Q3: 6,436 shares 6,436 $290K 0.01% -150 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,859 shares; 2024Q4: 11,826 shares; 2025Q1: 11,826 shares; 2025Q2: 11,826 shares; 2025Q3: 11,972 shares 11,972 $279K 0.01% +146 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 381 shares 381 $274K 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,624 shares; 2024Q4: 9,558 shares; 2025Q1: 8,698 shares; 2025Q2: 7,948 shares; 2025Q3: 7,948 shares 7,948 $273K 0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: 50 shares 50 $271K 0.01% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,609 shares; 2024Q4: 10,620 shares; 2025Q1: 11,040 shares; 2025Q2: 5,628 shares; 2025Q3: 5,788 shares 5,788 $265K 0.01% +160 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,164 shares; 2024Q4: 3,114 shares; 2025Q1: 3,156 shares; 2025Q2: 3,106 shares; 2025Q3: 3,106 shares 3,106 $259K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,052 shares; 2024Q4: 3,242 shares; 2025Q1: 3,242 shares; 2025Q2: 2,882 shares; 2025Q3: 3,242 shares 3,242 $259K 0.01% +360 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,131 shares; 2024Q4: not reported; 2025Q1: 5,814 shares; 2025Q2: 5,987 shares; 2025Q3: 5,987 shares 5,987 $258K 0.01% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares 1,570 $255K 0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,211 shares; 2025Q1: 4,211 shares; 2025Q2: 4,211 shares; 2025Q3: 4,212 shares 4,212 $253K 0.01% +1 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,165 shares; 2025Q3: 3,165 shares 3,165 $253K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,792 shares; 2024Q4: 11,008 shares; 2025Q1: 10,627 shares; 2025Q2: 10,127 shares; 2025Q3: 10,127 shares 10,127 $251K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,425 shares; 2024Q4: 5,218 shares; 2025Q1: 5,237 shares; 2025Q2: 5,060 shares; 2025Q3: 4,912 shares 4,912 $248K 0.01% -148 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,866 shares; 2024Q4: 4,866 shares; 2025Q1: 4,866 shares; 2025Q2: 4,866 shares; 2025Q3: 4,866 shares 4,866 $245K 0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,437 shares; 2024Q4: 7,127 shares; 2025Q1: 6,800 shares; 2025Q2: 6,100 shares; 2025Q3: 4,270 shares 4,270 $244K 0.01% -1,830 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,994 shares; 2024Q4: 3,585 shares; 2025Q1: 3,509 shares; 2025Q2: 3,459 shares; 2025Q3: 3,348 shares 3,348 $239K 0.01% -111 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,930 shares; 2024Q4: 12,660 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,102 shares 7,102 $238K 0.01% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,187 shares; 2025Q3: 1,210 shares 1,210 $230K 0.01% +23 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,075 shares; 2025Q3: 1,925 shares 1,925 $229K 0.01% -150 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: 2,637 shares; 2025Q1: not reported; 2025Q2: 2,065 shares; 2025Q3: 2,076 shares 2,076 $228K 0.01% +11 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 815 shares; 2025Q2: 715 shares; 2025Q3: 729 shares 729 $228K 0.01% +14 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,520 shares; 2024Q4: 15,206 shares; 2025Q1: 12,136 shares; 2025Q2: 11,136 shares; 2025Q3: 8,803 shares 8,803 $225K 0.01% -2,333 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 771 shares; 2025Q3: 771 shares 771 $221K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,314 shares 2,314 $220K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,813 shares; 2024Q4: 1,382 shares; 2025Q1: 1,208 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares 1,145 $220K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,648 shares; 2025Q2: not reported; 2025Q3: 1,593 shares 1,593 $217K 0.01% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,008 shares; 2025Q1: 16,508 shares; 2025Q2: 3,345 shares; 2025Q3: 1,535 shares 1,535 $214K 0.01% -1,810 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 856 shares; 2025Q3: 714 shares 714 $213K 0.01% -142 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,289 shares 1,289 $212K 0.01% new Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,387 shares; 2025Q3: 2,387 shares 2,387 $210K 0.01% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,072 shares; 2025Q1: 2,072 shares; 2025Q2: not reported; 2025Q3: 2,072 shares 2,072 $208K 0.01% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 4,550 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 2,950 shares 2,950 $208K 0.01% -1,450 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,574 shares; 2025Q1: not reported; 2025Q2: 1,560 shares; 2025Q3: 1,571 shares 1,571 $204K 0.01% +11 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 526 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 521 shares 521 $204K 0.01% +7 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,686 shares; 2024Q4: not reported; 2025Q1: 10,634 shares; 2025Q2: not reported; 2025Q3: 7,634 shares 7,634 $201K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,051 shares; 2025Q2: 1,051 shares; 2025Q3: 1,051 shares 1,051 $200K 0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,805 shares; 2024Q4: 12,805 shares; 2025Q1: 16,805 shares; 2025Q2: 14,805 shares; 2025Q3: 14,805 shares 14,805 $145K 0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,572 shares; 2024Q4: 23,972 shares; 2025Q1: 23,972 shares; 2025Q2: 15,872 shares; 2025Q3: 15,200 shares 15,200 $105K <0.01% -672 Timeline KARYOPHARM THERAPEUTICS INC KARYOPHARM THERAPEUTICS INC More: the full row for KARYOPHARM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,000 shares 75,000 $60.5K <0.01% new