VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,004,289 shares; 2024Q4: 3,149,172 shares; 2025Q1: 3,277,956 shares; 2025Q2: 3,251,331 shares; 2025Q3: 3,363,119 shares; 2025Q4: 3,479,727 shares 3,479,727 $217M 9.09% +116,608 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,354 shares; 2024Q4: 231,581 shares; 2025Q1: 237,748 shares; 2025Q2: 248,249 shares; 2025Q3: 259,802 shares; 2025Q4: 271,761 shares 271,761 $186M 7.78% +11,959 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,989,178 shares; 2024Q4: 2,099,763 shares; 2025Q1: 2,189,702 shares; 2025Q2: 2,203,629 shares; 2025Q3: 2,341,429 shares; 2025Q4: 2,491,663 shares 2,491,663 $164M 6.87% +150,234 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,276,432 shares; 2024Q4: 2,371,672 shares; 2025Q1: 2,481,904 shares; 2025Q2: 2,490,439 shares; 2025Q3: 2,571,930 shares; 2025Q4: 2,642,281 shares 2,642,281 $142M 5.94% +70,351 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563,760 shares; 2024Q4: 533,892 shares; 2025Q1: 527,456 shares; 2025Q2: 519,971 shares; 2025Q3: 507,831 shares; 2025Q4: 498,165 shares 498,165 $92.9M 3.88% -9,666 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; 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; 2025Q4: 2,358,218 shares 2,358,218 $88.7M 3.71% +92,912 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,284 shares; 2024Q4: 307,273 shares; 2025Q1: 316,530 shares; 2025Q2: 309,770 shares; 2025Q3: 311,666 shares; 2025Q4: 304,311 shares 304,311 $82.7M 3.46% -7,355 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,724 shares; 2024Q4: 158,019 shares; 2025Q1: 152,764 shares; 2025Q2: 150,554 shares; 2025Q3: 153,198 shares; 2025Q4: 151,367 shares 151,367 $73.2M 3.06% -1,831 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 676,246 shares; 2025Q4: 872,729 shares 872,729 $68M 2.84% +196,483 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720,585 shares; 2024Q4: 697,953 shares; 2025Q1: 672,202 shares; 2025Q2: 657,365 shares; 2025Q3: 497,350 shares; 2025Q4: 480,162 shares 480,162 $57.7M 2.41% -17,188 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,107 shares; 2024Q4: 371,008 shares; 2025Q1: 410,043 shares; 2025Q2: 420,848 shares; 2025Q3: 484,931 shares; 2025Q4: 550,140 shares 550,140 $53.5M 2.24% +65,209 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,026 shares; 2024Q4: 347,862 shares; 2025Q1: 345,598 shares; 2025Q2: 355,895 shares; 2025Q3: 322,268 shares; 2025Q4: 333,658 shares 333,658 $49.6M 2.07% +11,390 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,610 shares; 2024Q4: 118,814 shares; 2025Q1: 126,490 shares; 2025Q2: 163,221 shares; 2025Q3: 161,833 shares; 2025Q4: 160,810 shares 160,810 $46.7M 1.95% -1,023 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,418 shares; 2024Q4: 186,969 shares; 2025Q1: 148,677 shares; 2025Q2: 151,647 shares; 2025Q3: 150,539 shares; 2025Q4: 145,609 shares 145,609 $45.6M 1.91% -4,930 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383,245 shares; 2024Q4: 456,689 shares; 2025Q1: 470,371 shares; 2025Q2: 501,568 shares; 2025Q3: 499,139 shares; 2025Q4: 493,106 shares 493,106 $44.1M 1.84% -6,033 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,783 shares; 2024Q4: 133,603 shares; 2025Q1: 130,518 shares; 2025Q2: 130,136 shares; 2025Q3: 130,310 shares; 2025Q4: 126,105 shares 126,105 $40.6M 1.7% -4,205 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 514,210 shares; 2024Q4: 529,501 shares; 2025Q1: 543,157 shares; 2025Q2: 556,394 shares; 2025Q3: 552,971 shares; 2025Q4: 552,262 shares 552,262 $37.1M 1.55% -709 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473,922 shares; 2024Q4: 1,399,500 shares; 2025Q1: 1,387,851 shares; 2025Q2: 1,247,966 shares; 2025Q3: 1,238,595 shares; 2025Q4: 1,232,416 shares 1,232,416 $37.1M 1.55% -6,179 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,882 shares; 2024Q4: 157,413 shares; 2025Q1: 154,540 shares; 2025Q2: 154,076 shares; 2025Q3: 156,743 shares; 2025Q4: 157,134 shares 157,134 $36.3M 1.52% +391 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,562 shares; 2024Q4: 51,029 shares; 2025Q1: 54,870 shares; 2025Q2: 55,939 shares; 2025Q3: 60,304 shares; 2025Q4: 59,380 shares 59,380 $29.8M 1.25% -924 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,645 shares; 2024Q4: 37,106 shares; 2025Q1: 37,859 shares; 2025Q2: 39,856 shares; 2025Q3: 39,441 shares; 2025Q4: 40,026 shares 40,026 $27.3M 1.14% +585 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,498 shares; 2024Q4: 106,451 shares; 2025Q1: 115,303 shares; 2025Q2: 130,593 shares; 2025Q3: 107,370 shares; 2025Q4: 104,165 shares 104,165 $26.9M 1.12% -3,205 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,963 shares; 2024Q4: 174,655 shares; 2025Q1: 196,294 shares; 2025Q2: 204,747 shares; 2025Q3: 249,320 shares; 2025Q4: 273,765 shares 273,765 $26.4M 1.1% +24,445 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,523 shares; 2024Q4: 254,782 shares; 2025Q1: 260,971 shares; 2025Q2: 264,599 shares; 2025Q3: 319,502 shares; 2025Q4: 327,033 shares 327,033 $24.1M 1.01% +7,531 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,576 shares; 2024Q4: 172,576 shares; 2025Q1: 172,576 shares; 2025Q2: 172,576 shares; 2025Q3: 172,656 shares; 2025Q4: 172,636 shares 172,636 $22M 0.92% -20 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,874 shares; 2024Q4: 25,290 shares; 2025Q1: 25,241 shares; 2025Q2: 25,129 shares; 2025Q3: 25,690 shares; 2025Q4: 24,380 shares 24,380 $21M 0.88% -1,310 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,988 shares; 2024Q4: 66,133 shares; 2025Q1: 62,796 shares; 2025Q2: 62,040 shares; 2025Q3: 59,199 shares; 2025Q4: 56,993 shares 56,993 $20M 0.84% -2,206 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,853 shares; 2024Q4: 89,224 shares; 2025Q1: 88,258 shares; 2025Q2: 87,287 shares; 2025Q3: 87,556 shares; 2025Q4: 84,650 shares 84,650 $19.3M 0.81% -2,906 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,268 shares; 2024Q4: 125,651 shares; 2025Q1: 127,526 shares; 2025Q2: 126,346 shares; 2025Q3: 128,901 shares; 2025Q4: 125,207 shares 125,207 $19.1M 0.8% -3,694 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 148,942 shares; 2025Q1: 143,622 shares; 2025Q2: 147,651 shares; 2025Q3: 146,791 shares; 2025Q4: 144,440 shares 144,440 $18.9M 0.79% -2,351 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,408 shares; 2025Q1: 22,676 shares; 2025Q2: 30,416 shares; 2025Q3: 30,286 shares; 2025Q4: 28,377 shares 28,377 $18.5M 0.78% -1,909 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,535 shares; 2024Q4: 81,091 shares; 2025Q1: 85,355 shares; 2025Q2: 86,228 shares; 2025Q3: 92,566 shares; 2025Q4: 92,732 shares 92,732 $17.1M 0.71% +166 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,309 shares; 2024Q4: 50,422 shares; 2025Q1: 49,343 shares; 2025Q2: 51,390 shares; 2025Q3: 51,609 shares; 2025Q4: 52,250 shares 52,250 $16.3M 0.68% +641 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,944 shares; 2024Q4: 10,506 shares; 2025Q1: 10,521 shares; 2025Q2: 10,449 shares; 2025Q3: 10,264 shares; 2025Q4: 27,886 shares 27,886 $16M 0.67% +17,622 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,134 shares; 2024Q4: 115,480 shares; 2025Q1: 114,470 shares; 2025Q2: 113,976 shares; 2025Q3: 115,371 shares; 2025Q4: 107,816 shares 107,816 $15.5M 0.65% -7,555 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,537 shares; 2024Q4: 46,486 shares; 2025Q1: 48,164 shares; 2025Q2: 50,261 shares; 2025Q3: 53,817 shares; 2025Q4: 57,027 shares 57,027 $15.1M 0.63% +3,210 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 4,411 shares; 2025Q1: 15,103 shares; 2025Q2: 21,153 shares; 2025Q3: 22,527 shares; 2025Q4: 22,591 shares 22,591 $14.9M 0.62% +64 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,098 shares; 2024Q4: 27,991 shares; 2025Q1: 27,991 shares; 2025Q2: 27,810 shares; 2025Q3: 27,806 shares; 2025Q4: 28,918 shares 28,918 $14.1M 0.59% +1,112 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,137 shares; 2024Q4: 49,945 shares; 2025Q1: 49,920 shares; 2025Q2: 55,561 shares; 2025Q3: 58,552 shares; 2025Q4: 58,962 shares 58,962 $13.5M 0.56% +410 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,564 shares; 2024Q4: 38,607 shares; 2025Q1: 38,432 shares; 2025Q2: 37,689 shares; 2025Q3: 37,837 shares; 2025Q4: 37,833 shares 37,833 $13.3M 0.56% -4 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,878 shares; 2024Q4: 81,079 shares; 2025Q1: 82,879 shares; 2025Q2: 82,821 shares; 2025Q3: 84,486 shares; 2025Q4: 84,537 shares 84,537 $13M 0.54% +51 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,014 shares; 2025Q2: 41,350 shares; 2025Q3: 48,662 shares; 2025Q4: 50,204 shares 50,204 $12.2M 0.51% +1,542 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,456 shares; 2024Q4: 37,752 shares; 2025Q1: 39,991 shares; 2025Q2: 39,082 shares; 2025Q3: 39,488 shares; 2025Q4: 39,742 shares 39,742 $12.1M 0.51% +254 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,431 shares; 2024Q4: 69,107 shares; 2025Q1: 65,870 shares; 2025Q2: 60,929 shares; 2025Q3: 59,154 shares; 2025Q4: 58,483 shares 58,483 $12.1M 0.51% -671 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,923 shares; 2024Q4: 49,364 shares; 2025Q1: 51,724 shares; 2025Q2: 52,243 shares; 2025Q3: 56,270 shares; 2025Q4: 54,543 shares 54,543 $12M 0.5% -1,727 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,583 shares; 2024Q4: 22,137 shares; 2025Q1: 21,647 shares; 2025Q2: 21,709 shares; 2025Q3: 21,625 shares; 2025Q4: 21,244 shares 21,244 $11.1M 0.46% -381 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,694 shares; 2024Q4: 380,820 shares; 2025Q1: 369,427 shares; 2025Q2: 345,340 shares; 2025Q3: 305,160 shares; 2025Q4: 317,456 shares 317,456 $10.4M 0.43% +12,296 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,259 shares; 2024Q4: 53,272 shares; 2025Q1: 53,272 shares; 2025Q2: 52,897 shares; 2025Q3: 50,926 shares; 2025Q4: 49,228 shares 49,228 $9.4M 0.39% -1,698 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 106,204 shares; 2025Q1: 135,531 shares; 2025Q2: 153,343 shares; 2025Q3: 164,479 shares; 2025Q4: 165,749 shares 165,749 $9.34M 0.39% +1,270 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,456 shares; 2024Q4: 60,082 shares; 2025Q1: 60,106 shares; 2025Q2: 63,269 shares; 2025Q3: 63,732 shares; 2025Q4: 64,375 shares 64,375 $9.27M 0.39% +643 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,437 shares; 2025Q2: 9,205 shares; 2025Q3: 9,581 shares; 2025Q4: 9,283 shares 9,283 $8.41M 0.35% -298 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,477 shares; 2024Q4: 17,640 shares; 2025Q1: 19,602 shares; 2025Q2: 19,792 shares; 2025Q3: 20,418 shares; 2025Q4: 18,966 shares 18,966 $8.09M 0.34% -1,452 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,316 shares; 2024Q4: 74,331 shares; 2025Q1: 72,902 shares; 2025Q2: 75,875 shares; 2025Q3: 77,707 shares; 2025Q4: 55,790 shares 55,790 $7.02M 0.29% -21,917 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,060 shares; 2024Q4: 57,329 shares; 2025Q1: 57,431 shares; 2025Q2: 56,953 shares; 2025Q3: 56,375 shares; 2025Q4: 57,738 shares 57,738 $6.95M 0.29% +1,363 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,084 shares; 2025Q4: 57,044 shares 57,044 $6.45M 0.27% +960 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,917 shares; 2024Q4: 13,001 shares; 2025Q1: 12,604 shares; 2025Q2: 11,841 shares; 2025Q3: 10,809 shares; 2025Q4: 10,219 shares 10,219 $6.28M 0.26% -590 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: 4,647 shares; 2025Q1: 19,436 shares; 2025Q2: 8,793 shares; 2025Q3: 8,107 shares; 2025Q4: 43,145 shares 43,145 $6.21M 0.26% +35,038 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,489 shares 14,489 $6.12M 0.26% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,802 shares 57,802 $6.1M 0.25% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,929 shares; 2024Q4: 22,408 shares; 2025Q1: 21,413 shares; 2025Q2: 20,802 shares; 2025Q3: 20,301 shares; 2025Q4: 19,926 shares 19,926 $5.9M 0.25% -375 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,724 shares; 2024Q4: 1,748 shares; 2025Q1: 1,624 shares; 2025Q2: 4,772 shares; 2025Q3: 8,452 shares; 2025Q4: 60,635 shares 60,635 $5.69M 0.24% +52,183 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,585 shares; 2024Q4: 4,409 shares; 2025Q1: 31,998 shares; 2025Q2: 4,501 shares; 2025Q3: 4,276 shares; 2025Q4: 42,784 shares 42,784 $5.04M 0.21% +38,508 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,748 shares; 2024Q4: 16,113 shares; 2025Q1: 15,776 shares; 2025Q2: 15,000 shares; 2025Q3: 14,989 shares; 2025Q4: 15,963 shares 15,963 $5.03M 0.21% +974 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,250 shares; 2024Q4: 152,050 shares; 2025Q1: 152,200 shares; 2025Q2: 151,550 shares; 2025Q3: 118,600 shares; 2025Q4: 61,520 shares 61,520 $4.87M 0.2% -57,080 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,920 shares; 2024Q4: 188,025 shares; 2025Q1: 195,682 shares; 2025Q2: 197,384 shares; 2025Q3: 205,152 shares; 2025Q4: 60,587 shares 60,587 $4.86M 0.2% -144,565 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 559,292 shares; 2024Q4: 599,296 shares; 2025Q1: 637,819 shares; 2025Q2: 667,470 shares; 2025Q3: 141,370 shares; 2025Q4: 48,097 shares 48,097 $4.8M 0.2% -93,273 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,896 shares; 2024Q4: 12,896 shares; 2025Q1: 12,893 shares; 2025Q2: 12,828 shares; 2025Q3: 12,803 shares; 2025Q4: 12,699 shares 12,699 $4.7M 0.2% -104 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,721 shares; 2024Q4: 19,850 shares; 2025Q1: 34,523 shares; 2025Q2: 35,383 shares; 2025Q3: 34,310 shares; 2025Q4: 34,310 shares 34,310 $4.64M 0.19% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,601 shares; 2024Q4: 16,473 shares; 2025Q1: 22,431 shares; 2025Q2: 21,887 shares; 2025Q3: 21,964 shares; 2025Q4: 21,910 shares 21,910 $4.57M 0.19% -54 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,862 shares; 2024Q4: 47,905 shares; 2025Q1: 44,513 shares; 2025Q2: 43,212 shares; 2025Q3: 42,265 shares; 2025Q4: 41,161 shares 41,161 $4.33M 0.18% -1,104 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,460 shares; 2024Q4: 18,037 shares; 2025Q1: 17,640 shares; 2025Q2: 17,392 shares; 2025Q3: 17,171 shares; 2025Q4: 16,081 shares 16,081 $4.14M 0.17% -1,090 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,396 shares; 2024Q4: 6,657 shares; 2025Q1: 6,566 shares; 2025Q2: 6,865 shares; 2025Q3: 6,806 shares; 2025Q4: 6,551 shares 6,551 $4.11M 0.17% -255 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,294 shares; 2024Q4: 34,869 shares; 2025Q1: 33,413 shares; 2025Q2: 32,912 shares; 2025Q3: 32,665 shares; 2025Q4: 31,904 shares 31,904 $4M 0.17% -761 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 5,980 shares; 2025Q1: 3,833 shares; 2025Q2: 4,345 shares; 2025Q3: 4,430 shares; 2025Q4: 92,795 shares 92,795 $3.96M 0.17% +88,365 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,755 shares; 2024Q4: 10,770 shares; 2025Q1: 10,725 shares; 2025Q2: 12,389 shares; 2025Q3: 11,110 shares; 2025Q4: 10,893 shares 10,893 $3.65M 0.15% -217 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,823 shares; 2025Q1: 3,923 shares; 2025Q2: 3,715 shares; 2025Q3: 3,924 shares; 2025Q4: 4,348 shares 4,348 $3.28M 0.14% +424 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,376 shares; 2024Q4: 37,586 shares; 2025Q1: 37,536 shares; 2025Q2: 37,359 shares; 2025Q3: 39,125 shares; 2025Q4: 39,514 shares 39,514 $3.11M 0.13% +389 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,921 shares; 2024Q4: 47,704 shares; 2025Q1: 46,520 shares; 2025Q2: 46,836 shares; 2025Q3: 46,509 shares; 2025Q4: 43,797 shares 43,797 $3.06M 0.13% -2,712 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,752 shares; 2024Q4: 24,150 shares; 2025Q1: 23,101 shares; 2025Q2: 21,606 shares; 2025Q3: 21,483 shares; 2025Q4: 20,878 shares 20,878 $3M 0.13% -605 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 2,920 shares; 2025Q1: 2,962 shares; 2025Q2: 2,876 shares; 2025Q3: 2,917 shares; 2025Q4: 2,760 shares 2,760 $2.97M 0.12% -157 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,090 shares; 2024Q4: 15,257 shares; 2025Q1: 16,393 shares; 2025Q2: 34,220 shares; 2025Q3: 30,979 shares; 2025Q4: 36,137 shares 36,137 $2.91M 0.12% +5,158 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,008 shares; 2025Q1: 16,508 shares; 2025Q2: 3,345 shares; 2025Q3: 1,535 shares; 2025Q4: 18,611 shares 18,611 $2.88M 0.12% +17,076 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,957 shares; 2024Q4: 15,626 shares; 2025Q1: 15,212 shares; 2025Q2: 15,077 shares; 2025Q3: 15,155 shares; 2025Q4: 14,685 shares 14,685 $2.86M 0.12% -470 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,303 shares; 2024Q4: 27,909 shares; 2025Q1: 28,032 shares; 2025Q2: 28,005 shares; 2025Q3: 29,106 shares; 2025Q4: 6,139 shares 6,139 $2.86M 0.12% -22,967 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,017 shares; 2024Q4: 10,995 shares; 2025Q1: 8,010 shares; 2025Q2: 9,437 shares; 2025Q3: 9,053 shares; 2025Q4: 9,028 shares 9,028 $2.83M 0.12% -25 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,098 shares; 2024Q4: 47,626 shares; 2025Q1: 47,225 shares; 2025Q2: 52,201 shares; 2025Q3: 52,725 shares; 2025Q4: 54,556 shares 54,556 $2.64M 0.11% +1,831 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,616 shares; 2024Q4: 28,989 shares; 2025Q1: 28,988 shares; 2025Q2: 26,950 shares; 2025Q3: 26,755 shares; 2025Q4: 26,712 shares 26,712 $2.57M 0.11% -43 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,253 shares; 2024Q4: 23,956 shares; 2025Q1: 23,538 shares; 2025Q2: 22,675 shares; 2025Q3: 22,738 shares; 2025Q4: 21,445 shares 21,445 $2.51M 0.11% -1,293 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,256 shares; 2024Q4: 96,589 shares; 2025Q1: 89,920 shares; 2025Q2: 84,822 shares; 2025Q3: 74,575 shares; 2025Q4: 89,998 shares 89,998 $2.47M 0.1% +15,423 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,998 shares; 2024Q4: 31,101 shares; 2025Q1: 30,233 shares; 2025Q2: 30,443 shares; 2025Q3: 27,991 shares; 2025Q4: 27,555 shares 27,555 $2.41M 0.1% -436 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,315 shares; 2024Q4: 21,282 shares; 2025Q1: 20,729 shares; 2025Q2: 20,028 shares; 2025Q3: 18,701 shares; 2025Q4: 17,994 shares 17,994 $2.39M 0.1% -707 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,881 shares; 2024Q4: 10,078 shares; 2025Q1: 10,113 shares; 2025Q2: 7,517 shares; 2025Q3: 6,972 shares; 2025Q4: 6,805 shares 6,805 $2.36M 0.1% -167 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,188 shares 27,188 $2.11M 0.09% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,933 shares; 2024Q4: 4,846 shares; 2025Q1: 5,858 shares; 2025Q2: 4,469 shares; 2025Q3: 4,694 shares; 2025Q4: 4,669 shares 4,669 $2.1M 0.09% -25 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 5,103 shares; 2025Q1: 22,766 shares; 2025Q2: 5,752 shares; 2025Q3: 4,779 shares; 2025Q4: 13,510 shares 13,510 $2.1M 0.09% +8,731 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,823 shares; 2024Q4: 41,125 shares; 2025Q1: 28,790 shares; 2025Q2: 29,357 shares; 2025Q3: 26,873 shares; 2025Q4: 27,129 shares 27,129 $2.09M 0.09% +256 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,737 shares; 2024Q4: 59,589 shares; 2025Q1: 56,813 shares; 2025Q2: 55,123 shares; 2025Q3: 54,515 shares; 2025Q4: 52,976 shares 52,976 $2.03M 0.08% -1,539 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,100 shares; 2024Q4: 52,100 shares; 2025Q1: 52,100 shares; 2025Q2: 52,100 shares; 2025Q3: 52,361 shares; 2025Q4: 51,961 shares 51,961 $1.98M 0.08% -400 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,711 shares; 2024Q4: 39,105 shares; 2025Q1: 34,337 shares; 2025Q2: 35,646 shares; 2025Q3: 28,327 shares; 2025Q4: 24,414 shares 24,414 $1.9M 0.08% -3,913 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,863 shares; 2024Q4: 5,838 shares; 2025Q1: 5,803 shares; 2025Q2: 5,700 shares; 2025Q3: 5,886 shares; 2025Q4: 6,151 shares 6,151 $1.89M 0.08% +265 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,173 shares; 2024Q4: 18,966 shares; 2025Q1: 16,836 shares; 2025Q2: 15,790 shares; 2025Q3: 19,238 shares; 2025Q4: 19,542 shares 19,542 $1.82M 0.08% +304 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 3,902 shares; 2025Q1: 3,615 shares; 2025Q2: 3,537 shares; 2025Q3: 3,571 shares; 2025Q4: 3,050 shares 3,050 $1.74M 0.07% -521 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,830 shares; 2024Q4: 30,824 shares; 2025Q1: 33,086 shares; 2025Q2: 16,032 shares; 2025Q3: 12,860 shares; 2025Q4: 37,601 shares 37,601 $1.68M 0.07% +24,741 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,182 shares; 2024Q4: 4,094 shares; 2025Q1: 4,081 shares; 2025Q2: 4,037 shares; 2025Q3: 4,023 shares; 2025Q4: 4,013 shares 4,013 $1.56M 0.07% -10 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,425 shares; 2024Q4: 9,775 shares; 2025Q1: 10,100 shares; 2025Q2: 10,000 shares; 2025Q3: 9,935 shares; 2025Q4: 9,619 shares 9,619 $1.55M 0.06% -316 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,428 shares; 2024Q4: 7,475 shares; 2025Q1: 7,678 shares; 2025Q2: 6,647 shares; 2025Q3: 6,704 shares; 2025Q4: 11,216 shares 11,216 $1.54M 0.06% +4,512 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,300 shares; 2024Q4: 19,662 shares; 2025Q1: 15,402 shares; 2025Q2: 24,091 shares; 2025Q3: 24,013 shares; 2025Q4: 22,473 shares 22,473 $1.52M 0.06% -1,540 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,119 shares; 2024Q4: 33,119 shares; 2025Q1: 32,494 shares; 2025Q2: 27,494 shares; 2025Q3: 27,494 shares; 2025Q4: 27,653 shares 27,653 $1.51M 0.06% +159 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,871 shares; 2024Q4: 4,037 shares; 2025Q1: 3,975 shares; 2025Q2: 3,913 shares; 2025Q3: 4,055 shares; 2025Q4: 4,141 shares 4,141 $1.42M 0.06% +86 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,981 shares; 2024Q4: 9,359 shares; 2025Q1: 8,769 shares; 2025Q2: 8,620 shares; 2025Q3: 8,665 shares; 2025Q4: 8,818 shares 8,818 $1.41M 0.06% +153 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 2,507 shares; 2025Q1: 2,625 shares; 2025Q2: 3,236 shares; 2025Q3: 3,684 shares; 2025Q4: 3,500 shares 3,500 $1.39M 0.06% -184 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,250 shares; 2024Q4: 7,250 shares; 2025Q1: 7,250 shares; 2025Q2: 7,250 shares; 2025Q3: 7,250 shares; 2025Q4: 7,250 shares 7,250 $1.39M 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,868 shares; 2024Q4: 15,525 shares; 2025Q1: 15,521 shares; 2025Q2: 17,688 shares; 2025Q3: 18,323 shares; 2025Q4: 17,990 shares 17,990 $1.36M 0.06% -333 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,989 shares; 2024Q4: 38,654 shares; 2025Q1: 36,753 shares; 2025Q2: 35,303 shares; 2025Q3: 35,303 shares; 2025Q4: 35,303 shares 35,303 $1.35M 0.06% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,415 shares; 2024Q4: 9,237 shares; 2025Q1: 10,141 shares; 2025Q2: 8,994 shares; 2025Q3: 8,787 shares; 2025Q4: 8,981 shares 8,981 $1.34M 0.06% +194 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,191 shares; 2024Q4: 43,051 shares; 2025Q1: 41,484 shares; 2025Q2: 37,546 shares; 2025Q3: 37,225 shares; 2025Q4: 35,211 shares 35,211 $1.28M 0.05% -2,014 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,289 shares; 2024Q4: 8,097 shares; 2025Q1: 7,815 shares; 2025Q2: 7,790 shares; 2025Q3: 7,827 shares; 2025Q4: 7,389 shares 7,389 $1.26M 0.05% -438 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,655 shares; 2024Q4: 6,636 shares; 2025Q1: 6,572 shares; 2025Q2: 6,086 shares; 2025Q3: 7,660 shares; 2025Q4: 6,388 shares 6,388 $1.25M 0.05% -1,272 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,025 shares; 2024Q4: 11,565 shares; 2025Q1: 11,690 shares; 2025Q2: 11,428 shares; 2025Q3: 8,192 shares; 2025Q4: 7,209 shares 7,209 $1.24M 0.05% -983 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,130 shares; 2024Q4: 24,130 shares; 2025Q1: 24,130 shares; 2025Q2: 24,130 shares; 2025Q3: 24,130 shares; 2025Q4: 24,130 shares 24,130 $1.21M 0.05% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,082 shares; 2024Q4: 12,517 shares; 2025Q1: 11,842 shares; 2025Q2: 11,465 shares; 2025Q3: 11,082 shares; 2025Q4: 10,538 shares 10,538 $1.18M 0.05% -544 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,577 shares; 2024Q4: 28,286 shares; 2025Q1: 30,803 shares; 2025Q2: 40,761 shares; 2025Q3: 28,127 shares; 2025Q4: 22,240 shares 22,240 $1.13M 0.05% -5,887 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,750 shares; 2024Q4: 14,500 shares; 2025Q1: 14,498 shares; 2025Q2: 14,397 shares; 2025Q3: 16,664 shares; 2025Q4: 16,045 shares 16,045 $1.12M 0.05% -619 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: 2,224 shares; 2025Q1: 2,224 shares; 2025Q2: 2,224 shares; 2025Q3: 2,224 shares; 2025Q4: 2,982 shares 2,982 $1.11M 0.05% +758 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,604 shares; 2024Q4: 21,604 shares; 2025Q1: 22,584 shares; 2025Q2: 22,584 shares; 2025Q3: 23,604 shares; 2025Q4: 23,604 shares 23,604 $1.11M 0.05% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,848 shares; 2024Q4: 42,165 shares; 2025Q1: 38,577 shares; 2025Q2: 36,908 shares; 2025Q3: 40,894 shares; 2025Q4: 40,761 shares 40,761 $1.07M 0.04% -133 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,713 shares; 2024Q4: 3,593 shares; 2025Q1: 3,518 shares; 2025Q2: 3,064 shares; 2025Q3: 2,979 shares; 2025Q4: 2,997 shares 2,997 $1.06M 0.04% +18 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,673 shares; 2024Q4: 2,641 shares; 2025Q1: 2,661 shares; 2025Q2: 2,735 shares; 2025Q3: 2,697 shares; 2025Q4: 3,430 shares 3,430 $1.04M 0.04% +733 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,031 shares; 2024Q4: 75,789 shares; 2025Q1: 50,414 shares; 2025Q2: 45,095 shares; 2025Q3: 41,814 shares; 2025Q4: 41,310 shares 41,310 $1.03M 0.04% -504 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,675 shares; 2024Q4: 25,223 shares; 2025Q1: 22,934 shares; 2025Q2: 17,244 shares; 2025Q3: 16,956 shares; 2025Q4: 18,303 shares 18,303 $1.01M 0.04% +1,347 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 3,451 shares; 2025Q1: 3,247 shares; 2025Q2: 3,082 shares; 2025Q3: 3,025 shares; 2025Q4: 2,873 shares 2,873 $1.01M 0.04% -152 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,522 shares; 2024Q4: 22,542 shares; 2025Q1: 21,918 shares; 2025Q2: 20,940 shares; 2025Q3: 21,234 shares; 2025Q4: 20,861 shares 20,861 $1000K 0.04% -373 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,346 shares; 2024Q4: 38,435 shares; 2025Q1: 34,651 shares; 2025Q2: 29,220 shares; 2025Q3: 26,874 shares; 2025Q4: 24,519 shares 24,519 $999K 0.04% -2,355 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,927 shares; 2024Q4: 3,242 shares; 2025Q1: 3,227 shares; 2025Q2: 3,252 shares; 2025Q3: 3,212 shares; 2025Q4: 3,002 shares 3,002 $983K 0.04% -210 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,821 shares; 2024Q4: 3,837 shares; 2025Q1: 4,304 shares; 2025Q2: 3,977 shares; 2025Q3: 4,290 shares; 2025Q4: 4,508 shares 4,508 $979K 0.04% +218 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,849 shares; 2024Q4: 9,800 shares; 2025Q1: 9,800 shares; 2025Q2: 9,800 shares; 2025Q3: 9,870 shares; 2025Q4: 10,688 shares 10,688 $977K 0.04% +818 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,571 shares; 2024Q4: 9,590 shares; 2025Q1: 9,937 shares; 2025Q2: 7,286 shares; 2025Q3: 7,286 shares; 2025Q4: 7,286 shares 7,286 $973K 0.04% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,833 shares; 2024Q4: 23,539 shares; 2025Q1: 22,455 shares; 2025Q2: 19,531 shares; 2025Q3: 19,151 shares; 2025Q4: 17,317 shares 17,317 $934K 0.04% -1,834 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,848 shares; 2024Q4: 21,848 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $916K 0.04% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,873 shares; 2024Q4: 11,002 shares; 2025Q1: 8,701 shares; 2025Q2: 8,449 shares; 2025Q3: 8,403 shares; 2025Q4: 8,203 shares 8,203 $914K 0.04% -200 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,103 shares; 2025Q1: 5,419 shares; 2025Q2: 5,319 shares; 2025Q3: 5,495 shares; 2025Q4: 5,028 shares 5,028 $894K 0.04% -467 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 2,974 shares; 2025Q1: 3,873 shares; 2025Q2: 3,773 shares; 2025Q3: 3,548 shares; 2025Q4: 3,498 shares 3,498 $844K 0.04% -50 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,168 shares; 2024Q4: 50,384 shares; 2025Q1: 44,439 shares; 2025Q2: 41,991 shares; 2025Q3: 38,162 shares; 2025Q4: 26,829 shares 26,829 $810K 0.03% -11,333 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,112 shares; 2024Q4: 49,051 shares; 2025Q1: 50,051 shares; 2025Q2: 49,051 shares; 2025Q3: 49,051 shares; 2025Q4: 49,051 shares 49,051 $809K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 2,626 shares; 2025Q1: 2,581 shares; 2025Q2: 2,499 shares; 2025Q3: 2,490 shares; 2025Q4: 2,495 shares 2,495 $798K 0.03% +5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,916 shares; 2024Q4: 23,917 shares; 2025Q1: 25,417 shares; 2025Q2: 25,418 shares; 2025Q3: 23,917 shares; 2025Q4: 23,917 shares 23,917 $783K 0.03% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,111 shares; 2024Q4: 1,111 shares; 2025Q1: 1,501 shares; 2025Q2: 1,501 shares; 2025Q3: 1,516 shares; 2025Q4: 1,520 shares 1,520 $776K 0.03% +4 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,444 shares; 2024Q4: 13,855 shares; 2025Q1: 15,092 shares; 2025Q2: 15,123 shares; 2025Q3: 15,947 shares; 2025Q4: 16,102 shares 16,102 $770K 0.03% +155 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,801 shares; 2024Q4: 80,285 shares; 2025Q1: 71,798 shares; 2025Q2: 70,097 shares; 2025Q3: 55,609 shares; 2025Q4: 50,545 shares 50,545 $749K 0.03% -5,064 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,278 shares; 2024Q4: 4,299 shares; 2025Q1: 4,279 shares; 2025Q2: 4,207 shares; 2025Q3: 4,240 shares; 2025Q4: 4,286 shares 4,286 $744K 0.03% +46 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,879 shares; 2024Q4: 50,280 shares; 2025Q1: 48,692 shares; 2025Q2: 42,341 shares; 2025Q3: 39,306 shares; 2025Q4: 21,713 shares 21,713 $734K 0.03% -17,593 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,068 shares 16,068 $729K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,616 shares; 2024Q4: 13,116 shares; 2025Q1: 12,391 shares; 2025Q2: 11,725 shares; 2025Q3: 11,294 shares; 2025Q4: 10,404 shares 10,404 $728K 0.03% -890 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,045 shares; 2025Q2: 11,046 shares; 2025Q3: 11,047 shares; 2025Q4: 11,048 shares 11,048 $711K 0.03% +1 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,030 shares; 2024Q4: 25,679 shares; 2025Q1: 4,678 shares; 2025Q2: 1,949 shares; 2025Q3: 1,604 shares; 2025Q4: 1,463 shares 1,463 $708K 0.03% -141 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,697 shares; 2025Q1: 1,042 shares; 2025Q2: 922 shares; 2025Q3: 677 shares; 2025Q4: 655 shares 655 $702K 0.03% -22 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,153 shares 7,153 $700K 0.03% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,268 shares; 2024Q4: 12,001 shares; 2025Q1: 12,244 shares; 2025Q2: 12,129 shares; 2025Q3: 11,885 shares; 2025Q4: 11,432 shares 11,432 $687K 0.03% -453 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,825 shares; 2024Q4: 8,077 shares; 2025Q1: 8,077 shares; 2025Q2: 9,789 shares; 2025Q3: 12,644 shares; 2025Q4: 10,664 shares 10,664 $687K 0.03% -1,980 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,020 shares; 2024Q4: 3,920 shares; 2025Q1: 3,770 shares; 2025Q2: 3,770 shares; 2025Q3: 3,929 shares; 2025Q4: 3,771 shares 3,771 $686K 0.03% -158 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 3,561 shares; 2025Q1: 3,735 shares; 2025Q2: 2,982 shares; 2025Q3: 3,143 shares; 2025Q4: 3,788 shares 3,788 $672K 0.03% +645 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,219 shares; 2025Q1: 1,219 shares; 2025Q2: 1,107 shares; 2025Q3: 1,107 shares; 2025Q4: 1,110 shares 1,110 $670K 0.03% +3 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,333 shares; 2024Q4: 8,499 shares; 2025Q1: 8,399 shares; 2025Q2: 8,399 shares; 2025Q3: 8,399 shares; 2025Q4: 6,808 shares 6,808 $655K 0.03% -1,591 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,999 shares; 2024Q4: 3,999 shares; 2025Q1: 3,999 shares; 2025Q2: 3,999 shares; 2025Q3: 10,904 shares; 2025Q4: 12,881 shares 12,881 $652K 0.03% +1,977 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,031 shares; 2024Q4: 33,659 shares; 2025Q1: 33,259 shares; 2025Q2: 31,501 shares; 2025Q3: 25,491 shares; 2025Q4: 22,543 shares 22,543 $642K 0.03% -2,948 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 539 shares; 2025Q1: 647 shares; 2025Q2: 534 shares; 2025Q3: not reported; 2025Q4: 1,350 shares 1,350 $639K 0.03% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,083 shares; 2024Q4: 3,009 shares; 2025Q1: 3,009 shares; 2025Q2: 1,872 shares; 2025Q3: 1,852 shares; 2025Q4: 1,852 shares 1,852 $635K 0.03% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,206 shares; 2024Q4: 6,033 shares; 2025Q1: 5,307 shares; 2025Q2: 5,153 shares; 2025Q3: 5,525 shares; 2025Q4: 5,517 shares 5,517 $628K 0.03% -8 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,517 shares; 2024Q4: 23,144 shares; 2025Q1: 21,965 shares; 2025Q2: 18,453 shares; 2025Q3: 17,945 shares; 2025Q4: 17,624 shares 17,624 $617K 0.03% -321 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 2,157 shares; 2025Q1: 2,178 shares; 2025Q2: 2,281 shares; 2025Q3: 2,223 shares; 2025Q4: 2,912 shares 2,912 $617K 0.03% +689 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,081 shares; 2025Q4: 2,573 shares 2,573 $611K 0.03% -508 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 2,292 shares; 2025Q1: 2,174 shares; 2025Q2: 2,172 shares; 2025Q3: 2,184 shares; 2025Q4: 2,214 shares 2,214 $609K 0.03% +30 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,213 shares; 2024Q4: 4,064 shares; 2025Q1: 4,015 shares; 2025Q2: 3,612 shares; 2025Q3: 3,737 shares; 2025Q4: 3,284 shares 3,284 $602K 0.03% -453 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 2,502 shares; 2025Q1: 3,135 shares; 2025Q2: 2,950 shares; 2025Q3: 2,775 shares; 2025Q4: 2,726 shares 2,726 $599K 0.03% -49 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,472 shares; 2025Q1: 27,676 shares; 2025Q2: 9,383 shares; 2025Q3: 9,426 shares; 2025Q4: 14,656 shares 14,656 $591K 0.02% +5,230 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 771 shares; 2025Q1: 1,143 shares; 2025Q2: 1,158 shares; 2025Q3: 1,191 shares; 2025Q4: 1,205 shares 1,205 $591K 0.02% +14 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 2,352 shares; 2025Q1: 2,352 shares; 2025Q2: 2,392 shares; 2025Q3: 2,393 shares; 2025Q4: 2,377 shares 2,377 $587K 0.02% -16 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,123 shares; 2024Q4: 14,300 shares; 2025Q1: 14,175 shares; 2025Q2: 14,304 shares; 2025Q3: 13,428 shares; 2025Q4: 13,253 shares 13,253 $578K 0.02% -175 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,677 shares; 2024Q4: 6,455 shares; 2025Q1: 6,321 shares; 2025Q2: 6,321 shares; 2025Q3: 6,068 shares; 2025Q4: 6,007 shares 6,007 $562K 0.02% -61 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,639 shares; 2024Q4: 6,636 shares; 2025Q1: 6,597 shares; 2025Q2: 3,897 shares; 2025Q3: 3,581 shares; 2025Q4: 6,331 shares 6,331 $560K 0.02% +2,750 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,770 shares; 2025Q1: 1,762 shares; 2025Q2: 1,762 shares; 2025Q3: 1,762 shares; 2025Q4: 1,689 shares 1,689 $547K 0.02% -73 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,659 shares; 2024Q4: 9,659 shares; 2025Q1: 11,141 shares; 2025Q2: 11,866 shares; 2025Q3: 11,626 shares; 2025Q4: 11,922 shares 11,922 $532K 0.02% +296 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,080 shares; 2025Q1: 10,790 shares; 2025Q2: 5,913 shares; 2025Q3: 5,873 shares; 2025Q4: 6,479 shares 6,479 $526K 0.02% +606 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,178 shares; 2024Q4: 10,029 shares; 2025Q1: 9,712 shares; 2025Q2: 8,882 shares; 2025Q3: 8,376 shares; 2025Q4: 4,706 shares 4,706 $519K 0.02% -3,670 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 3,105 shares; 2025Q1: 3,439 shares; 2025Q2: 5,245 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares 5,200 $494K 0.02% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,681 shares; 2025Q2: 3,861 shares; 2025Q3: not reported; 2025Q4: 8,977 shares 8,977 $492K 0.02% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,198 shares; 2024Q4: 3,128 shares; 2025Q1: 3,985 shares; 2025Q2: 3,385 shares; 2025Q3: 3,235 shares; 2025Q4: 3,152 shares 3,152 $486K 0.02% -83 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,422 shares; 2024Q4: 5,100 shares; 2025Q1: 5,075 shares; 2025Q2: 4,745 shares; 2025Q3: 4,630 shares; 2025Q4: 4,674 shares 4,674 $479K 0.02% +44 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,115 shares; 2024Q4: 4,065 shares; 2025Q1: 4,065 shares; 2025Q2: 3,920 shares; 2025Q3: 3,973 shares; 2025Q4: 4,107 shares 4,107 $477K 0.02% +134 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 2,021 shares; 2025Q1: 2,012 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,827 shares 1,827 $470K 0.02% +27 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,355 shares; 2024Q4: 9,286 shares; 2025Q1: 11,152 shares; 2025Q2: 11,193 shares; 2025Q3: 10,393 shares; 2025Q4: 10,613 shares 10,613 $469K 0.02% +220 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,133 shares; 2024Q4: 6,133 shares; 2025Q1: 5,882 shares; 2025Q2: 5,854 shares; 2025Q3: 5,877 shares; 2025Q4: 5,327 shares 5,327 $464K 0.02% -550 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,427 shares; 2025Q1: 2,833 shares; 2025Q2: 2,565 shares; 2025Q3: 2,570 shares; 2025Q4: 2,577 shares 2,577 $457K 0.02% +7 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,453 shares; 2025Q1: 1,460 shares; 2025Q2: 1,440 shares; 2025Q3: 1,421 shares; 2025Q4: 1,420 shares 1,420 $452K 0.02% -1 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,800 shares 6,800 $445K 0.02% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,911 shares; 2024Q4: 2,671 shares; 2025Q1: 2,671 shares; 2025Q2: 2,671 shares; 2025Q3: 2,620 shares; 2025Q4: 2,626 shares 2,626 $440K 0.02% +6 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,520 shares; 2024Q4: 4,159 shares; 2025Q1: 4,559 shares; 2025Q2: 4,531 shares; 2025Q3: 5,154 shares; 2025Q4: 5,149 shares 5,149 $439K 0.02% -5 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2,103 shares; 2025Q1: 1,903 shares; 2025Q2: 1,903 shares; 2025Q3: 1,918 shares; 2025Q4: 2,062 shares 2,062 $429K 0.02% +144 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,387 shares; 2025Q1: 1,547 shares; 2025Q2: 1,319 shares; 2025Q3: 1,233 shares; 2025Q4: 1,504 shares 1,504 $420K 0.02% +271 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 792 shares; 2025Q1: 732 shares; 2025Q2: 727 shares; 2025Q3: 742 shares; 2025Q4: 741 shares 741 $420K 0.02% -1 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,961 shares 1,961 $416K 0.02% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 1,654 shares; 2025Q1: 1,527 shares; 2025Q2: 1,527 shares; 2025Q3: 1,592 shares; 2025Q4: 1,532 shares 1,532 $411K 0.02% -60 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,475 shares; 2025Q1: 2,023 shares; 2025Q2: 1,754 shares; 2025Q3: 1,673 shares; 2025Q4: 1,685 shares 1,685 $406K 0.02% +12 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,466 shares; 2025Q1: 2,568 shares; 2025Q2: 2,770 shares; 2025Q3: 2,823 shares; 2025Q4: 2,866 shares 2,866 $405K 0.02% +43 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 947 shares; 2025Q1: 834 shares; 2025Q2: 990 shares; 2025Q3: 889 shares; 2025Q4: 857 shares 857 $402K 0.02% -32 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,888 shares; 2024Q4: 4,016 shares; 2025Q1: 3,979 shares; 2025Q2: 3,979 shares; 2025Q3: 4,257 shares; 2025Q4: 4,599 shares 4,599 $401K 0.02% +342 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 474 shares; 2025Q3: 476 shares; 2025Q4: 480 shares 480 $394K 0.02% +4 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,543 shares; 2025Q1: 1,564 shares; 2025Q2: 1,560 shares; 2025Q3: 1,605 shares; 2025Q4: 1,586 shares 1,586 $391K 0.02% -19 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 2,537 shares; 2025Q1: 2,332 shares; 2025Q2: 2,147 shares; 2025Q3: 1,987 shares; 2025Q4: 1,806 shares 1,806 $387K 0.02% -181 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 1,836 shares; 2025Q1: 1,836 shares; 2025Q2: 1,874 shares; 2025Q3: 1,891 shares; 2025Q4: 1,670 shares 1,670 $386K 0.02% -221 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,808 shares; 2024Q4: 36,788 shares; 2025Q1: 1,886 shares; 2025Q2: 1,633 shares; 2025Q3: 1,654 shares; 2025Q4: 1,471 shares 1,471 $386K 0.02% -183 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,600 shares; 2025Q1: 4,475 shares; 2025Q2: 4,375 shares; 2025Q3: 4,428 shares; 2025Q4: 4,280 shares 4,280 $385K 0.02% -148 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,455 shares; 2024Q4: 9,455 shares; 2025Q1: 9,455 shares; 2025Q2: 9,455 shares; 2025Q3: 9,455 shares; 2025Q4: 9,455 shares 9,455 $374K 0.02% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 388 shares; 2025Q1: 385 shares; 2025Q2: 325 shares; 2025Q3: 435 shares; 2025Q4: 424 shares 424 $373K 0.02% -11 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,936 shares; 2024Q4: 3,955 shares; 2025Q1: 3,823 shares; 2025Q2: 3,688 shares; 2025Q3: 3,738 shares; 2025Q4: 3,574 shares 3,574 $361K 0.02% -164 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,374 shares; 2025Q1: 1,424 shares; 2025Q2: 1,282 shares; 2025Q3: 1,314 shares; 2025Q4: 1,241 shares 1,241 $360K 0.02% -73 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,205 shares; 2024Q4: 3,200 shares; 2025Q1: 3,178 shares; 2025Q2: 3,262 shares; 2025Q3: 3,102 shares; 2025Q4: 3,117 shares 3,117 $359K 0.02% +15 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,441 shares; 2024Q4: 15,713 shares; 2025Q1: 15,361 shares; 2025Q2: 12,816 shares; 2025Q3: 12,012 shares; 2025Q4: 11,952 shares 11,952 $357K 0.01% -60 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,705 shares; 2024Q4: 12,705 shares; 2025Q1: 12,705 shares; 2025Q2: 9,601 shares; 2025Q3: 7,601 shares; 2025Q4: 7,601 shares 7,601 $356K 0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 2,883 shares; 2025Q1: 2,674 shares; 2025Q2: 2,610 shares; 2025Q3: 2,715 shares; 2025Q4: 2,161 shares 2,161 $347K 0.01% -554 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,236 shares; 2024Q4: 9,242 shares; 2025Q1: 7,947 shares; 2025Q2: 7,110 shares; 2025Q3: 6,479 shares; 2025Q4: 6,423 shares 6,423 $346K 0.01% -56 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,485 shares; 2024Q4: 20,840 shares; 2025Q1: 19,166 shares; 2025Q2: 14,002 shares; 2025Q3: 15,437 shares; 2025Q4: 13,900 shares 13,900 $345K 0.01% -1,537 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,133 shares; 2025Q2: 2,133 shares; 2025Q3: 2,133 shares; 2025Q4: 2,133 shares 2,133 $340K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,822 shares; 2024Q4: 2,822 shares; 2025Q1: 2,822 shares; 2025Q2: 2,822 shares; 2025Q3: 2,822 shares; 2025Q4: 2,822 shares 2,822 $339K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,204 shares; 2024Q4: 5,836 shares; 2025Q1: 5,527 shares; 2025Q2: 4,758 shares; 2025Q3: 4,848 shares; 2025Q4: 4,902 shares 4,902 $329K 0.01% +54 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,602 shares; 2025Q1: 1,602 shares; 2025Q2: 1,602 shares; 2025Q3: 1,602 shares; 2025Q4: 1,620 shares 1,620 $326K 0.01% +18 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,223 shares; 2024Q4: 6,393 shares; 2025Q1: 7,003 shares; 2025Q2: 6,903 shares; 2025Q3: 5,571 shares; 2025Q4: 5,568 shares 5,568 $326K 0.01% -3 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,775 shares; 2024Q4: 7,721 shares; 2025Q1: 6,826 shares; 2025Q2: 4,837 shares; 2025Q3: 4,407 shares; 2025Q4: 3,287 shares 3,287 $321K 0.01% -1,120 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,400 shares; 2025Q4: 36,243 shares 36,243 $319K 0.01% -13,157 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,656 shares; 2024Q4: 7,656 shares; 2025Q1: 7,656 shares; 2025Q2: 7,656 shares; 2025Q3: 7,656 shares; 2025Q4: 7,656 shares 7,656 $318K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 4,230 shares; 2025Q1: 4,230 shares; 2025Q2: 4,230 shares; 2025Q3: 4,230 shares; 2025Q4: 4,230 shares 4,230 $312K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,610 shares; 2025Q2: 5,610 shares; 2025Q3: 5,610 shares; 2025Q4: 5,610 shares 5,610 $310K 0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,489 shares; 2024Q4: 2,491 shares; 2025Q1: 2,492 shares; 2025Q2: 2,494 shares; 2025Q3: 2,496 shares; 2025Q4: 2,497 shares 2,497 $308K 0.01% +1 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 2,116 shares; 2025Q1: 2,076 shares; 2025Q2: 1,969 shares; 2025Q3: 1,702 shares; 2025Q4: 1,561 shares 1,561 $303K 0.01% -141 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 1,750 shares; 2025Q1: 1,734 shares; 2025Q2: 1,356 shares; 2025Q3: 1,207 shares; 2025Q4: 1,052 shares 1,052 $303K 0.01% -155 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,650 shares; 2025Q1: 1,616 shares; 2025Q2: 1,543 shares; 2025Q3: 2,144 shares; 2025Q4: 2,059 shares 2,059 $295K 0.01% -85 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 367 shares; 2025Q4: 1,020 shares 1,020 $293K 0.01% +653 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 529 shares; 2025Q3: 537 shares; 2025Q4: 508 shares 508 $290K 0.01% -29 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,609 shares; 2024Q4: 10,620 shares; 2025Q1: 11,040 shares; 2025Q2: 5,628 shares; 2025Q3: 5,788 shares; 2025Q4: 5,775 shares 5,775 $284K 0.01% -13 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,131 shares; 2024Q4: not reported; 2025Q1: 5,814 shares; 2025Q2: 5,987 shares; 2025Q3: 5,987 shares; 2025Q4: 5,780 shares 5,780 $283K 0.01% -207 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 52 shares 52 $278K 0.01% +2 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,976 shares; 2025Q2: 4,976 shares; 2025Q3: 5,375 shares; 2025Q4: 3,457 shares 3,457 $275K 0.01% -1,918 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,744 shares; 2024Q4: not reported; 2025Q1: 2,762 shares; 2025Q2: 2,762 shares; 2025Q3: 3,351 shares; 2025Q4: 3,326 shares 3,326 $272K 0.01% -25 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,624 shares; 2024Q4: 9,558 shares; 2025Q1: 8,698 shares; 2025Q2: 7,948 shares; 2025Q3: 7,948 shares; 2025Q4: 7,002 shares 7,002 $269K 0.01% -946 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,165 shares; 2025Q3: 3,165 shares; 2025Q4: 3,165 shares 3,165 $265K 0.01% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,942 shares; 2024Q4: 5,558 shares; 2025Q1: 6,328 shares; 2025Q2: 6,586 shares; 2025Q3: 6,436 shares; 2025Q4: 5,749 shares 5,749 $264K 0.01% -687 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,070 shares 1,070 $263K 0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 928 shares; 2025Q4: 776 shares 776 $261K 0.01% -152 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,570 shares; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares 1,570 $260K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,994 shares; 2024Q4: 3,585 shares; 2025Q1: 3,509 shares; 2025Q2: 3,459 shares; 2025Q3: 3,348 shares; 2025Q4: 3,519 shares 3,519 $259K 0.01% +171 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,866 shares; 2024Q4: 4,866 shares; 2025Q1: 4,866 shares; 2025Q2: 4,866 shares; 2025Q3: 4,866 shares; 2025Q4: 4,866 shares 4,866 $258K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,859 shares; 2024Q4: 11,826 shares; 2025Q1: 11,826 shares; 2025Q2: 11,826 shares; 2025Q3: 11,972 shares; 2025Q4: 10,596 shares 10,596 $255K 0.01% -1,376 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,377 shares; 2025Q3: 3,968 shares; 2025Q4: 3,428 shares 3,428 $254K 0.01% -540 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,211 shares; 2025Q1: 4,211 shares; 2025Q2: 4,211 shares; 2025Q3: 4,212 shares; 2025Q4: 4,211 shares 4,211 $252K 0.01% -1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,164 shares; 2024Q4: 3,114 shares; 2025Q1: 3,156 shares; 2025Q2: 3,106 shares; 2025Q3: 3,106 shares; 2025Q4: 3,106 shares 3,106 $249K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 815 shares; 2025Q2: 715 shares; 2025Q3: 729 shares; 2025Q4: 737 shares 737 $249K 0.01% +8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: 2,637 shares; 2025Q1: not reported; 2025Q2: 2,065 shares; 2025Q3: 2,076 shares; 2025Q4: 2,074 shares 2,074 $248K 0.01% -2 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,648 shares; 2025Q2: not reported; 2025Q3: 1,593 shares; 2025Q4: 1,875 shares 1,875 $242K 0.01% +282 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 526 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 521 shares; 2025Q4: 528 shares 528 $239K 0.01% +7 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,187 shares; 2025Q3: 1,210 shares; 2025Q4: 1,240 shares 1,240 $237K 0.01% +30 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,437 shares; 2024Q4: 7,127 shares; 2025Q1: 6,800 shares; 2025Q2: 6,100 shares; 2025Q3: 4,270 shares; 2025Q4: 4,021 shares 4,021 $230K 0.01% -249 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,140 shares 2,140 $229K 0.01% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,930 shares; 2024Q4: 12,660 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,102 shares; 2025Q4: 6,204 shares 6,204 $229K 0.01% -898 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,052 shares; 2024Q4: 3,242 shares; 2025Q1: 3,242 shares; 2025Q2: 2,882 shares; 2025Q3: 3,242 shares; 2025Q4: 2,882 shares 2,882 $228K 0.01% -360 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,424 shares; 2024Q4: 22,399 shares; 2025Q1: 29,554 shares; 2025Q2: 30,347 shares; 2025Q3: 30,347 shares; 2025Q4: 21,755 shares 21,755 $228K 0.01% -8,592 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,387 shares; 2025Q3: 2,387 shares; 2025Q4: 2,387 shares 2,387 $219K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,805 shares; 2024Q4: 12,805 shares; 2025Q1: 16,805 shares; 2025Q2: 14,805 shares; 2025Q3: 14,805 shares; 2025Q4: 20,305 shares 20,305 $218K 0.01% +5,500 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,314 shares; 2025Q4: 2,233 shares 2,233 $215K 0.01% -81 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,792 shares; 2024Q4: 11,008 shares; 2025Q1: 10,627 shares; 2025Q2: 10,127 shares; 2025Q3: 10,127 shares; 2025Q4: 9,027 shares 9,027 $214K 0.01% -1,100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,520 shares; 2024Q4: 15,206 shares; 2025Q1: 12,136 shares; 2025Q2: 11,136 shares; 2025Q3: 8,803 shares; 2025Q4: 8,803 shares 8,803 $210K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,075 shares; 2025Q3: 1,925 shares; 2025Q4: 1,925 shares 1,925 $209K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,369 shares; 2024Q4: 1,128 shares; 2025Q1: 802 shares; 2025Q2: 712 shares; 2025Q3: not reported; 2025Q4: 661 shares 661 $206K 0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,574 shares; 2025Q1: not reported; 2025Q2: 1,560 shares; 2025Q3: 1,571 shares; 2025Q4: 1,599 shares 1,599 $204K 0.01% +28 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 2,072 shares; 2025Q1: 2,072 shares; 2025Q2: not reported; 2025Q3: 2,072 shares; 2025Q4: 2,072 shares 2,072 $204K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,572 shares; 2024Q4: 23,972 shares; 2025Q1: 23,972 shares; 2025Q2: 15,872 shares; 2025Q3: 15,200 shares; 2025Q4: 15,200 shares 15,200 $95.8K <0.01% 0 Timeline