MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,518 shares; 2024Q4: 167,422 shares; 2025Q1: 167,603 shares; 2025Q2: 165,680 shares 165,680 $82.4M 2.94% -1,923 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,916 shares; 2024Q4: 303,700 shares; 2025Q1: 300,346 shares; 2025Q2: 300,375 shares 300,375 $61.6M 2.2% +29 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,789 shares; 2024Q4: 277,583 shares; 2025Q1: 290,993 shares; 2025Q2: 306,523 shares 306,523 $59.8M 2.14% +15,530 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,885 shares; 2024Q4: 149,438 shares; 2025Q1: 159,302 shares; 2025Q2: 158,955 shares 158,955 $46.8M 1.67% -347 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 605,802 shares 605,802 $45.8M 1.64% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,667 shares; 2024Q4: 210,041 shares; 2025Q1: 206,140 shares; 2025Q2: 201,892 shares 201,892 $44.1M 1.58% -4,248 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,153 shares; 2024Q4: 306,323 shares; 2025Q1: 311,141 shares; 2025Q2: 313,024 shares 313,024 $42.5M 1.52% +1,883 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,597 shares; 2024Q4: 219,685 shares; 2025Q1: 183,894 shares; 2025Q2: 174,861 shares 174,861 $39.2M 1.4% -9,033 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,131 shares; 2024Q4: 48,877 shares; 2025Q1: 48,891 shares; 2025Q2: 49,764 shares 49,764 $36.7M 1.31% +873 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,530 shares; 2024Q4: 120,585 shares; 2025Q1: 125,725 shares; 2025Q2: 131,313 shares 131,313 $36.4M 1.3% +5,588 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,560 shares; 2024Q4: 146,821 shares; 2025Q1: 139,041 shares; 2025Q2: 130,926 shares 130,926 $36.1M 1.29% -8,115 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,601 shares; 2024Q4: 191,268 shares; 2025Q1: 191,588 shares; 2025Q2: 193,684 shares 193,684 $34.4M 1.23% +2,096 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723,159 shares; 2024Q4: 874,069 shares; 2025Q1: 890,840 shares; 2025Q2: 896,869 shares 896,869 $32.7M 1.17% +6,029 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,731 shares; 2024Q4: 411,969 shares; 2025Q1: 417,722 shares; 2025Q2: 419,620 shares 419,620 $32.5M 1.16% +1,898 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,366 shares; 2024Q4: 164,017 shares; 2025Q1: 241,645 shares; 2025Q2: 244,475 shares 244,475 $31.2M 1.11% +2,830 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,461 shares; 2024Q4: 138,797 shares; 2025Q1: 138,826 shares; 2025Q2: 138,981 shares 138,981 $30.5M 1.09% +155 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,683 shares; 2024Q4: 175,768 shares; 2025Q1: 408,425 shares; 2025Q2: 410,786 shares 410,786 $29.7M 1.06% +2,361 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,172 shares; 2024Q4: 101,290 shares; 2025Q1: 103,003 shares; 2025Q2: 103,948 shares 103,948 $29.6M 1.06% +945 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,402 shares; 2024Q4: 415,224 shares; 2025Q1: 437,468 shares; 2025Q2: 425,514 shares 425,514 $29.4M 1.05% -11,954 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,466 shares; 2024Q4: 60,131 shares; 2025Q1: 63,854 shares; 2025Q2: 67,046 shares 67,046 $29.4M 1.05% +3,192 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,735 shares; 2024Q4: 92,458 shares; 2025Q1: 90,904 shares; 2025Q2: 91,708 shares 91,708 $29.3M 1.05% +804 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,308 shares; 2024Q4: 230,136 shares; 2025Q1: 233,676 shares; 2025Q2: 255,111 shares 255,111 $29M 1.03% +21,435 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,970 shares; 2024Q4: 154,618 shares; 2025Q1: 155,861 shares; 2025Q2: 156,569 shares 156,569 $28.7M 1.02% +708 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780,394 shares; 2024Q4: 1,108,069 shares; 2025Q1: 1,584,441 shares; 2025Q2: 1,762,937 shares 1,762,937 $28M 1% +178,496 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,835 shares; 2024Q4: 165,573 shares; 2025Q1: 165,925 shares; 2025Q2: 169,666 shares 169,666 $27.9M 1% +3,741 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,363 shares; 2024Q4: 145,058 shares; 2025Q1: 152,974 shares; 2025Q2: 154,278 shares 154,278 $27.3M 0.97% +1,304 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,111 shares; 2024Q4: 248,138 shares; 2025Q1: 382,616 shares; 2025Q2: 397,242 shares 397,242 $27.3M 0.97% +14,626 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,885 shares; 2024Q4: 278,224 shares; 2025Q1: 165,422 shares; 2025Q2: 163,754 shares 163,754 $27M 0.96% -1,668 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,336 shares; 2024Q4: 398,364 shares; 2025Q1: 353,950 shares; 2025Q2: 354,072 shares 354,072 $26.9M 0.96% +122 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,327 shares; 2024Q4: 95,197 shares; 2025Q1: 93,128 shares; 2025Q2: 92,604 shares 92,604 $26.8M 0.96% -524 Timeline REVG REV GROUP INC More: the full row for REV GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 368,308 shares; 2025Q2: 562,270 shares 562,270 $26.8M 0.96% +193,962 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,785 shares; 2024Q4: 384,850 shares; 2025Q1: 404,333 shares; 2025Q2: 406,503 shares 406,503 $26.5M 0.95% +2,170 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513,030 shares; 2024Q4: 540,612 shares; 2025Q1: 549,317 shares; 2025Q2: 535,770 shares 535,770 $26.3M 0.94% -13,547 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904,254 shares; 2024Q4: 907,220 shares; 2025Q1: 920,429 shares; 2025Q2: 925,200 shares 925,200 $25.8M 0.92% +4,771 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,088 shares; 2024Q4: 71,754 shares; 2025Q1: 71,383 shares; 2025Q2: 70,662 shares 70,662 $25.2M 0.9% -721 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,788 shares; 2024Q4: 554,634 shares; 2025Q1: 561,146 shares; 2025Q2: 639,939 shares 639,939 $24.7M 0.88% +78,793 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,350 shares; 2024Q4: 209,541 shares; 2025Q1: 214,853 shares; 2025Q2: 216,151 shares 216,151 $24.3M 0.87% +1,298 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,497 shares; 2024Q4: 359,208 shares; 2025Q1: 354,834 shares; 2025Q2: 350,805 shares 350,805 $24.3M 0.87% -4,029 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,137 shares; 2024Q4: 273,794 shares; 2025Q1: 279,019 shares; 2025Q2: 280,068 shares 280,068 $23.8M 0.85% +1,049 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,943 shares; 2024Q4: 252,913 shares; 2025Q1: 245,442 shares; 2025Q2: 239,607 shares 239,607 $23.4M 0.84% -5,835 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,875 shares; 2024Q4: 112,688 shares; 2025Q1: 129,289 shares; 2025Q2: 147,694 shares 147,694 $23.3M 0.83% +18,405 Timeline ENSTAR GROUP LIMITED ENSTAR GROUP LIMITED More: the full row for ENSTAR GROUP LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,485 shares; 2024Q4: 66,005 shares; 2025Q1: 66,799 shares; 2025Q2: 67,160 shares 67,160 $22.6M 0.81% +361 UPBD UPBOUND GROUP INC More: the full row for UPBOUND GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,038 shares; 2024Q4: 406,171 shares; 2025Q1: 724,231 shares; 2025Q2: 889,643 shares 889,643 $22.3M 0.8% +165,412 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,280 shares; 2024Q4: 164,265 shares; 2025Q1: 166,545 shares; 2025Q2: 185,680 shares 185,680 $22.3M 0.8% +19,135 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,467 shares; 2024Q4: 19,587 shares; 2025Q1: 44,986 shares; 2025Q2: 97,177 shares 97,177 $22M 0.79% +52,191 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,981 shares; 2024Q4: 588,715 shares; 2025Q1: 1,219,676 shares; 2025Q2: 1,302,254 shares 1,302,254 $21.7M 0.78% +82,578 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,988 shares; 2024Q4: 348,607 shares; 2025Q1: 463,948 shares; 2025Q2: 471,830 shares 471,830 $21.1M 0.76% +7,882 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,378 shares; 2024Q4: 144,686 shares; 2025Q1: 197,109 shares; 2025Q2: 317,449 shares 317,449 $20.6M 0.74% +120,340 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,292 shares; 2024Q4: 66,816 shares; 2025Q1: 67,485 shares; 2025Q2: 67,631 shares 67,631 $19.8M 0.71% +146 Timeline HMN HORACE MANN EDUCATORS CORP N More: the full row for HORACE MANN EDUCATORS CORP N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,787 shares; 2024Q4: 396,501 shares; 2025Q1: 450,709 shares; 2025Q2: 452,984 shares 452,984 $19.5M 0.7% +2,275 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 3,425 shares; 2025Q1: 3,404 shares; 2025Q2: 3,350 shares 3,350 $19.4M 0.69% -54 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,884 shares; 2024Q4: 67,742 shares; 2025Q1: 66,947 shares; 2025Q2: 65,252 shares 65,252 $19.2M 0.69% -1,695 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,552 shares; 2024Q4: 19,849 shares; 2025Q1: 19,548 shares; 2025Q2: 19,419 shares 19,419 $19.2M 0.69% -129 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,837 shares; 2024Q4: 174,728 shares; 2025Q1: 184,014 shares; 2025Q2: 185,723 shares 185,723 $19.2M 0.68% +1,709 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,027 shares; 2024Q4: 51,975 shares; 2025Q1: 51,641 shares; 2025Q2: 51,421 shares 51,421 $18.9M 0.67% -220 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,643 shares; 2024Q4: 34,430 shares; 2025Q1: 33,872 shares; 2025Q2: 33,734 shares 33,734 $18M 0.64% -138 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,753 shares; 2024Q4: 132,415 shares; 2025Q1: 136,474 shares; 2025Q2: 143,479 shares 143,479 $17.8M 0.64% +7,005 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,151 shares; 2024Q4: 125,441 shares; 2025Q1: 124,219 shares; 2025Q2: 120,046 shares 120,046 $17.5M 0.63% -4,173 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,520 shares; 2024Q4: 865,790 shares; 2025Q1: 883,558 shares; 2025Q2: 940,232 shares 940,232 $17.4M 0.62% +56,674 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,423 shares; 2024Q4: 204,866 shares; 2025Q1: 206,724 shares; 2025Q2: 207,067 shares 207,067 $17.2M 0.61% +343 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,111 shares; 2024Q4: 435,179 shares; 2025Q1: 368,883 shares; 2025Q2: 366,970 shares 366,970 $17.1M 0.61% -1,913 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,807 shares; 2024Q4: 29,695 shares; 2025Q1: 29,680 shares; 2025Q2: 29,845 shares 29,845 $16.8M 0.6% +165 Timeline GIII G III APPAREL GROUP LTD More: the full row for G III APPAREL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,816 shares; 2024Q4: 515,008 shares; 2025Q1: 606,142 shares; 2025Q2: 725,569 shares 725,569 $16.3M 0.58% +119,427 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,513 shares; 2024Q4: 407,022 shares; 2025Q1: 379,949 shares; 2025Q2: 431,745 shares 431,745 $16.1M 0.58% +51,796 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,164 shares; 2024Q4: 126,136 shares; 2025Q1: 128,248 shares; 2025Q2: 128,408 shares 128,408 $15.9M 0.57% +160 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,018 shares; 2024Q4: 52,192 shares; 2025Q1: 51,803 shares; 2025Q2: 52,604 shares 52,604 $15.7M 0.56% +801 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,601 shares; 2024Q4: 62,000 shares; 2025Q1: 62,937 shares; 2025Q2: 61,053 shares 61,053 $15.7M 0.56% -1,884 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,003 shares; 2024Q4: 95,806 shares; 2025Q1: 95,782 shares; 2025Q2: 96,824 shares 96,824 $15.4M 0.55% +1,042 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,199 shares; 2024Q4: 353,000 shares; 2025Q1: 332,120 shares; 2025Q2: 292,480 shares 292,480 $15.4M 0.55% -39,640 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,969 shares; 2024Q4: 113,074 shares; 2025Q1: 113,270 shares; 2025Q2: 113,027 shares 113,027 $15.4M 0.55% -243 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,547 shares; 2024Q4: 65,455 shares; 2025Q1: 66,029 shares; 2025Q2: 64,989 shares 64,989 $15.1M 0.54% -1,040 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,276 shares; 2024Q4: 52,710 shares; 2025Q1: 52,505 shares; 2025Q2: 52,478 shares 52,478 $14.7M 0.52% -27 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,145 shares; 2024Q4: 91,725 shares; 2025Q1: 98,676 shares; 2025Q2: 101,466 shares 101,466 $14.4M 0.51% +2,790 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,735 shares; 2024Q4: 23,289 shares; 2025Q1: 24,046 shares; 2025Q2: 32,649 shares 32,649 $14.3M 0.51% +8,603 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,855 shares; 2024Q4: 75,830 shares; 2025Q1: 75,920 shares; 2025Q2: 76,571 shares 76,571 $14.2M 0.51% +651 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,498 shares; 2024Q4: 82,851 shares; 2025Q1: 85,749 shares; 2025Q2: 87,712 shares 87,712 $14M 0.5% +1,963 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,869 shares; 2024Q4: 149,724 shares; 2025Q1: 150,975 shares; 2025Q2: 150,212 shares 150,212 $13.8M 0.49% -763 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,436 shares; 2024Q4: 83,448 shares; 2025Q1: 85,029 shares; 2025Q2: 89,449 shares 89,449 $13.7M 0.49% +4,420 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,558 shares; 2024Q4: 58,838 shares; 2025Q1: 59,920 shares; 2025Q2: 59,286 shares 59,286 $13.6M 0.49% -634 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,275 shares; 2024Q4: 320,065 shares; 2025Q1: 248,881 shares; 2025Q2: 353,078 shares 353,078 $13.4M 0.48% +104,197 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,305 shares; 2024Q4: 88,022 shares; 2025Q1: 87,944 shares; 2025Q2: 87,366 shares 87,366 $13.3M 0.48% -578 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,352 shares; 2024Q4: 66,219 shares; 2025Q1: 65,862 shares; 2025Q2: 67,153 shares 67,153 $13.3M 0.47% +1,291 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,773 shares; 2024Q4: 96,169 shares; 2025Q1: 98,920 shares; 2025Q2: 100,071 shares 100,071 $13.2M 0.47% +1,151 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,524 shares; 2024Q4: 118,974 shares; 2025Q1: 120,536 shares; 2025Q2: 122,073 shares 122,073 $13.2M 0.47% +1,537 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,563 shares; 2024Q4: 69,179 shares; 2025Q1: 69,582 shares; 2025Q2: 73,948 shares 73,948 $12.7M 0.46% +4,366 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,536 shares; 2024Q4: 48,689 shares; 2025Q1: 47,599 shares; 2025Q2: 47,119 shares 47,119 $12.6M 0.45% -480 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,009 shares 103,009 $12.5M 0.45% new Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,109 shares; 2024Q4: 84,801 shares; 2025Q1: 84,759 shares; 2025Q2: 88,750 shares 88,750 $12.3M 0.44% +3,991 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,666 shares; 2024Q4: 137,833 shares; 2025Q1: 143,528 shares; 2025Q2: 145,007 shares 145,007 $12.3M 0.44% +1,479 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,264 shares; 2025Q1: 10,478 shares; 2025Q2: 11,111 shares 11,111 $11.7M 0.42% +633 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,677 shares; 2024Q4: 140,484 shares; 2025Q1: 141,735 shares; 2025Q2: 146,475 shares 146,475 $11.6M 0.41% +4,740 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,963 shares; 2024Q4: 38,807 shares; 2025Q1: 39,432 shares; 2025Q2: 42,115 shares 42,115 $11.5M 0.41% +2,683 Timeline SCHL SCHOLASTIC CORP More: the full row for SCHOLASTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,112 shares; 2024Q4: 321,841 shares; 2025Q1: 452,413 shares; 2025Q2: 537,993 shares 537,993 $11.3M 0.4% +85,580 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,825 shares; 2024Q4: 96,384 shares; 2025Q1: 85,000 shares; 2025Q2: 54,254 shares 54,254 $11.3M 0.4% -30,746 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,739 shares; 2024Q4: 281,966 shares; 2025Q1: 299,607 shares; 2025Q2: 315,085 shares 315,085 $11.2M 0.4% +15,478 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,735 shares; 2024Q4: 91,250 shares; 2025Q1: 95,530 shares; 2025Q2: 104,557 shares 104,557 $11.2M 0.4% +9,027 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,361 shares; 2024Q4: 59,390 shares; 2025Q1: 63,382 shares; 2025Q2: 71,288 shares 71,288 $10.7M 0.38% +7,906 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,441 shares; 2024Q4: 220,926 shares; 2025Q1: 137,270 shares; 2025Q2: 193,357 shares 193,357 $10.2M 0.37% +56,087 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,616 shares; 2024Q4: 12,013 shares; 2025Q1: 12,508 shares; 2025Q2: 13,103 shares 13,103 $10.2M 0.36% +595 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,545 shares; 2024Q4: 22,927 shares; 2025Q1: 24,792 shares; 2025Q2: 26,254 shares 26,254 $10.2M 0.36% +1,462 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158,320 shares 158,320 $10M 0.36% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,872 shares; 2024Q4: 29,409 shares; 2025Q1: 30,057 shares; 2025Q2: 31,309 shares 31,309 $9.95M 0.36% +1,252 Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,944 shares; 2024Q4: 101,420 shares; 2025Q1: 119,392 shares; 2025Q2: 119,737 shares 119,737 $9.89M 0.35% +345 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,294 shares; 2024Q4: 31,032 shares; 2025Q1: 30,902 shares; 2025Q2: 31,423 shares 31,423 $9.8M 0.35% +521 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 146,571 shares; 2025Q1: 149,361 shares; 2025Q2: 149,339 shares 149,339 $9.49M 0.34% -22 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,343 shares; 2024Q4: 132,930 shares; 2025Q1: 134,728 shares; 2025Q2: 133,608 shares 133,608 $9.41M 0.34% -1,120 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,963 shares; 2024Q4: 32,023 shares; 2025Q1: 31,748 shares; 2025Q2: 32,135 shares 32,135 $9.06M 0.32% +387 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,203 shares; 2024Q4: 52,437 shares; 2025Q1: 52,106 shares; 2025Q2: 51,209 shares 51,209 $9.02M 0.32% -897 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,081 shares; 2025Q2: 39,507 shares 39,507 $8.95M 0.32% +22,426 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,168 shares; 2024Q4: 74,364 shares; 2025Q1: 77,812 shares; 2025Q2: 85,325 shares 85,325 $8.91M 0.32% +7,513 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,582 shares; 2024Q4: 61,790 shares; 2025Q1: 64,782 shares; 2025Q2: 67,461 shares 67,461 $8.91M 0.32% +2,679 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,442 shares; 2024Q4: 95,318 shares; 2025Q1: 95,588 shares; 2025Q2: 98,305 shares 98,305 $8.82M 0.32% +2,717 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,173 shares; 2025Q2: 10,271 shares 10,271 $8.23M 0.29% +6,098 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,349 shares; 2024Q4: 60,648 shares; 2025Q1: 61,461 shares; 2025Q2: 61,684 shares 61,684 $8.08M 0.29% +223 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,917 shares; 2024Q4: 73,401 shares; 2025Q1: 74,283 shares; 2025Q2: 75,557 shares 75,557 $7.94M 0.28% +1,274 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,204 shares; 2024Q4: 89,523 shares; 2025Q1: 90,601 shares; 2025Q2: 90,759 shares 90,759 $7.8M 0.28% +158 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,986 shares; 2024Q4: 74,970 shares; 2025Q1: 78,617 shares; 2025Q2: 84,403 shares 84,403 $7.73M 0.28% +5,786 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,993 shares; 2024Q4: 10,031 shares; 2025Q1: 14,601 shares; 2025Q2: 19,219 shares 19,219 $7.6M 0.27% +4,618 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,973 shares; 2024Q4: 11,372 shares; 2025Q1: 11,553 shares; 2025Q2: 11,648 shares 11,648 $7.2M 0.26% +95 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,382 shares; 2024Q4: 32,003 shares; 2025Q1: 32,327 shares; 2025Q2: 31,877 shares 31,877 $7.07M 0.25% -450 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,306 shares; 2024Q4: 255,074 shares; 2025Q1: 265,442 shares; 2025Q2: 286,578 shares 286,578 $6.95M 0.25% +21,136 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,970 shares; 2024Q4: 80,489 shares; 2025Q1: 90,100 shares; 2025Q2: 99,596 shares 99,596 $6.91M 0.25% +9,496 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,669 shares; 2024Q4: 60,238 shares; 2025Q1: 49,771 shares; 2025Q2: 61,197 shares 61,197 $6.51M 0.23% +11,426 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,917 shares; 2024Q4: 147,052 shares; 2025Q1: 155,813 shares; 2025Q2: 147,160 shares 147,160 $6.37M 0.23% -8,653 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,090 shares; 2024Q4: 293,595 shares; 2025Q1: 298,571 shares; 2025Q2: 298,632 shares 298,632 $6.29M 0.22% +61 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,348 shares; 2024Q4: 57,204 shares; 2025Q1: 67,882 shares; 2025Q2: 84,410 shares 84,410 $6.27M 0.22% +16,528 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,969 shares; 2024Q4: 25,277 shares; 2025Q1: 26,305 shares; 2025Q2: 28,086 shares 28,086 $6.21M 0.22% +1,781 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,759 shares; 2024Q4: 32,742 shares; 2025Q1: 22,355 shares; 2025Q2: 21,270 shares 21,270 $6.1M 0.22% -1,085 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,514 shares; 2024Q4: 99,026 shares; 2025Q1: 100,148 shares; 2025Q2: 102,801 shares 102,801 $6M 0.21% +2,653 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,211 shares; 2024Q4: 12,720 shares; 2025Q1: 12,381 shares; 2025Q2: 12,291 shares 12,291 $5.97M 0.21% -90 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 6,400 shares; 2025Q1: 7,213 shares; 2025Q2: 11,740 shares 11,740 $5.97M 0.21% +4,527 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,817 shares; 2024Q4: 12,960 shares; 2025Q1: 13,498 shares; 2025Q2: 13,937 shares 13,937 $5.65M 0.2% +439 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,543 shares; 2024Q4: 57,243 shares; 2025Q1: 64,266 shares; 2025Q2: 76,787 shares 76,787 $5.45M 0.19% +12,521 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,614 shares; 2024Q4: 5,834 shares; 2025Q1: 6,099 shares; 2025Q2: 6,701 shares 6,701 $5.33M 0.19% +602 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,179 shares; 2024Q4: 36,425 shares; 2025Q1: 36,488 shares; 2025Q2: 36,483 shares 36,483 $5.22M 0.19% -5 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares 7 $5.1M 0.18% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,337 shares; 2024Q4: 39,883 shares; 2025Q1: 41,323 shares; 2025Q2: 44,219 shares 44,219 $5.03M 0.18% +2,896 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,986 shares; 2024Q4: 63,273 shares; 2025Q1: 66,419 shares; 2025Q2: 72,702 shares 72,702 $4.91M 0.18% +6,283 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,651 shares; 2024Q4: 35,100 shares; 2025Q1: 47,257 shares; 2025Q2: 88,940 shares 88,940 $4.8M 0.17% +41,683 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,233 shares; 2024Q4: 36,871 shares; 2025Q1: 37,638 shares; 2025Q2: 39,320 shares 39,320 $4.64M 0.17% +1,682 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,834 shares; 2024Q4: 15,375 shares; 2025Q1: 15,647 shares; 2025Q2: 18,947 shares 18,947 $4.51M 0.16% +3,300 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 1,440 shares; 2025Q1: 8,233 shares; 2025Q2: 20,129 shares 20,129 $4.12M 0.15% +11,896 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,702 shares; 2024Q4: 201,323 shares; 2025Q1: 73,233 shares; 2025Q2: 70,833 shares 70,833 $3.91M 0.14% -2,400 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,532 shares; 2025Q2: 3,758 shares 3,758 $3.86M 0.14% +2,226 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,697 shares; 2024Q4: 13,271 shares; 2025Q1: 13,257 shares; 2025Q2: 13,127 shares 13,127 $3.75M 0.13% -130 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,674 shares; 2024Q4: 44,674 shares; 2025Q1: 36,630 shares; 2025Q2: 35,780 shares 35,780 $3.69M 0.13% -850 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,137 shares; 2024Q4: 247,299 shares; 2025Q1: 235,697 shares; 2025Q2: 226,380 shares 226,380 $3.62M 0.13% -9,317 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,841 shares; 2024Q4: 39,112 shares; 2025Q1: 29,838 shares; 2025Q2: 20,597 shares 20,597 $3.55M 0.13% -9,241 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,876 shares; 2024Q4: 9,669 shares; 2025Q1: 11,691 shares; 2025Q2: 11,457 shares 11,457 $3.48M 0.12% -234 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,533 shares; 2024Q4: 73,079 shares; 2025Q1: 73,669 shares; 2025Q2: 74,497 shares 74,497 $3.45M 0.12% +828 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,983 shares; 2024Q4: 83,387 shares; 2025Q1: 80,686 shares; 2025Q2: 80,052 shares 80,052 $3.44M 0.12% -634 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,065 shares; 2024Q4: 6,759 shares; 2025Q1: 6,272 shares; 2025Q2: 6,304 shares 6,304 $3.34M 0.12% +32 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,068 shares; 2024Q4: 29,497 shares; 2025Q1: 30,033 shares; 2025Q2: 30,039 shares 30,039 $3.31M 0.12% +6 Timeline THS TREEHOUSE FOODS INC More: the full row for TREEHOUSE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,413 shares; 2024Q4: 185,391 shares; 2025Q1: 166,604 shares; 2025Q2: 166,406 shares 166,406 $3.23M 0.12% -198 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,180 shares; 2024Q4: 45,365 shares; 2025Q1: 45,739 shares; 2025Q2: 39,381 shares 39,381 $3.22M 0.11% -6,358 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,628 shares; 2024Q4: 13,402 shares; 2025Q1: 13,240 shares; 2025Q2: 13,033 shares 13,033 $3.09M 0.11% -207 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,738 shares; 2024Q4: 49,575 shares; 2025Q1: 50,501 shares; 2025Q2: 50,938 shares 50,938 $3.05M 0.11% +437 Timeline ANGI ANGI INC More: the full row for ANGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 198,224 shares 198,224 $3.02M 0.11% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,728 shares; 2024Q4: 15,926 shares; 2025Q1: 17,417 shares; 2025Q2: 18,142 shares 18,142 $3.01M 0.11% +725 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,899 shares; 2024Q4: 34,074 shares; 2025Q1: 33,203 shares; 2025Q2: 32,565 shares 32,565 $2.97M 0.11% -638 Timeline FSBC FIVE STAR BANCORP More: the full row for FIVE STAR BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,337 shares; 2025Q1: 71,174 shares; 2025Q2: 101,023 shares 101,023 $2.88M 0.1% +29,849 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,456 shares; 2024Q4: 7,330 shares; 2025Q1: 7,287 shares; 2025Q2: 8,760 shares 8,760 $2.83M 0.1% +1,473 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,879 shares; 2024Q4: 47,488 shares; 2025Q1: 53,998 shares; 2025Q2: 58,602 shares 58,602 $2.77M 0.1% +4,604 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,280 shares; 2024Q4: 7,280 shares; 2025Q1: 7,280 shares; 2025Q2: 7,281 shares 7,281 $2.75M 0.1% +1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,352 shares; 2024Q4: 9,437 shares; 2025Q1: 9,407 shares; 2025Q2: 9,400 shares 9,400 $2.74M 0.1% -7 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,714 shares; 2025Q1: 2,704 shares; 2025Q2: 2,611 shares 2,611 $2.72M 0.1% -93 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,800 shares; 2024Q4: 34,909 shares; 2025Q1: 35,239 shares; 2025Q2: 38,133 shares 38,133 $2.7M 0.1% +2,894 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,034 shares; 2024Q4: 14,050 shares; 2025Q1: 14,255 shares; 2025Q2: 14,284 shares 14,284 $2.69M 0.1% +29 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,652 shares; 2024Q4: 12,646 shares; 2025Q1: 12,271 shares; 2025Q2: 12,183 shares 12,183 $2.66M 0.09% -88 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,719 shares; 2024Q4: 34,570 shares; 2025Q1: 30,451 shares; 2025Q2: 26,316 shares 26,316 $2.54M 0.09% -4,135 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,020 shares; 2024Q4: 88,058 shares; 2025Q1: 95,725 shares; 2025Q2: 101,534 shares 101,534 $2.52M 0.09% +5,809 Timeline FSTR FOSTER L B CO More: the full row for FOSTER L B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,835 shares; 2024Q4: 112,015 shares; 2025Q1: 113,339 shares; 2025Q2: 113,450 shares 113,450 $2.48M 0.09% +111 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,388 shares; 2024Q4: 19,815 shares; 2025Q1: 19,863 shares; 2025Q2: 19,819 shares 19,819 $2.45M 0.09% -44 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,479 shares; 2024Q4: 11,278 shares; 2025Q1: 10,149 shares; 2025Q2: 9,528 shares 9,528 $2.41M 0.09% -621 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,942 shares; 2024Q4: 60,285 shares; 2025Q1: 57,118 shares; 2025Q2: 54,399 shares 54,399 $2.36M 0.08% -2,719 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,864 shares; 2024Q4: 28,235 shares; 2025Q1: 27,421 shares; 2025Q2: 28,772 shares 28,772 $2.26M 0.08% +1,351 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,221 shares; 2025Q1: 1,274 shares; 2025Q2: 1,687 shares 1,687 $2.26M 0.08% +413 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,293 shares; 2024Q4: 3,734 shares; 2025Q1: 3,171 shares; 2025Q2: 3,397 shares 3,397 $2.25M 0.08% +226 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,833 shares; 2024Q4: 6,122 shares; 2025Q1: 5,987 shares; 2025Q2: 5,753 shares 5,753 $2.23M 0.08% -234 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,355 shares; 2024Q4: 16,900 shares; 2025Q1: 16,550 shares; 2025Q2: 16,319 shares 16,319 $2.19M 0.08% -231 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,354 shares; 2024Q4: 26,104 shares; 2025Q1: 26,104 shares; 2025Q2: 26,040 shares 26,040 $2.17M 0.08% -64 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,031 shares; 2024Q4: 50,336 shares; 2025Q1: 31,636 shares; 2025Q2: 44,331 shares 44,331 $2.12M 0.08% +12,695 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,356 shares; 2024Q4: 7,196 shares; 2025Q1: 7,497 shares; 2025Q2: 7,448 shares 7,448 $2.08M 0.07% -49 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,783 shares; 2024Q4: 20,304 shares; 2025Q1: 19,434 shares; 2025Q2: 19,187 shares 19,187 $2.08M 0.07% -247 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 2,410 shares; 2025Q1: 3,429 shares; 2025Q2: 3,352 shares 3,352 $2.08M 0.07% -77 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,859 shares; 2024Q4: 11,694 shares; 2025Q1: 11,694 shares; 2025Q2: 11,694 shares 11,694 $2.03M 0.07% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 2,592 shares; 2025Q1: 3,547 shares; 2025Q2: 3,532 shares 3,532 $2.01M 0.07% -15 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,149 shares; 2024Q4: 8,947 shares; 2025Q1: 9,117 shares; 2025Q2: 9,426 shares 9,426 $1.97M 0.07% +309 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,402 shares; 2024Q4: 59,402 shares; 2025Q1: 59,402 shares; 2025Q2: 59,402 shares 59,402 $1.77M 0.06% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,518 shares; 2024Q4: 4,518 shares; 2025Q1: 4,518 shares; 2025Q2: 4,531 shares 4,531 $1.76M 0.06% +13 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,906 shares; 2024Q4: 25,895 shares; 2025Q1: 25,586 shares; 2025Q2: 25,124 shares 25,124 $1.72M 0.06% -462 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,006 shares 30,006 $1.63M 0.06% +6 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,178 shares; 2024Q4: 32,673 shares; 2025Q1: 28,149 shares; 2025Q2: 27,983 shares 27,983 $1.6M 0.06% -166 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,907 shares; 2024Q4: 31,301 shares; 2025Q1: 30,732 shares; 2025Q2: 31,777 shares 31,777 $1.57M 0.06% +1,045 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,079 shares; 2024Q4: 35,776 shares; 2025Q1: 36,341 shares; 2025Q2: 33,944 shares 33,944 $1.57M 0.06% -2,397 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,345 shares; 2024Q4: 4,905 shares; 2025Q1: 4,867 shares; 2025Q2: 4,846 shares 4,846 $1.49M 0.05% -21 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,023 shares; 2025Q2: 5,238 shares 5,238 $1.47M 0.05% +4,215 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,029 shares; 2024Q4: 16,571 shares; 2025Q1: 16,233 shares; 2025Q2: 16,001 shares 16,001 $1.45M 0.05% -232 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 2,028 shares; 2025Q1: 2,028 shares; 2025Q2: 2,031 shares 2,031 $1.44M 0.05% +3 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,871 shares; 2024Q4: 6,661 shares; 2025Q1: 6,492 shares; 2025Q2: 5,406 shares 5,406 $1.34M 0.05% -1,086 Timeline VOOV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,250 shares; 2024Q4: 7,175 shares; 2025Q1: 7,124 shares; 2025Q2: 7,114 shares 7,114 $1.34M 0.05% -10 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,560 shares; 2024Q4: 28,560 shares; 2025Q1: 31,770 shares; 2025Q2: 31,655 shares 31,655 $1.34M 0.05% -115 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,288 shares; 2024Q4: 11,289 shares; 2025Q1: 11,279 shares; 2025Q2: 11,109 shares 11,109 $1.33M 0.05% -170 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,836 shares 29,836 $1.26M 0.05% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,297 shares; 2024Q4: 2,944 shares; 2025Q1: 3,157 shares; 2025Q2: 3,349 shares 3,349 $1.19M 0.04% +192 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,003 shares; 2024Q4: 21,996 shares; 2025Q1: 23,843 shares; 2025Q2: 22,932 shares 22,932 $1.13M 0.04% -911 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,965 shares; 2024Q4: 3,887 shares; 2025Q1: 3,856 shares; 2025Q2: 3,886 shares 3,886 $1.11M 0.04% +30 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,340 shares; 2024Q4: 10,793 shares; 2025Q1: 10,668 shares; 2025Q2: 10,533 shares 10,533 $1.11M 0.04% -135 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,404 shares; 2024Q4: 8,344 shares; 2025Q1: 8,308 shares; 2025Q2: 8,308 shares 8,308 $1.11M 0.04% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,857 shares; 2024Q4: 11,350 shares; 2025Q1: 11,428 shares; 2025Q2: 11,108 shares 11,108 $1.11M 0.04% -320 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,039 shares; 2024Q4: 14,008 shares; 2025Q1: 13,657 shares; 2025Q2: 13,725 shares 13,725 $1.1M 0.04% +68 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,147 shares; 2024Q4: 13,303 shares; 2025Q1: 12,618 shares; 2025Q2: 12,211 shares 12,211 $1.09M 0.04% -407 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,137 shares; 2024Q4: 11,864 shares; 2025Q1: 11,786 shares; 2025Q2: 11,891 shares 11,891 $1.08M 0.04% +105 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,916 shares; 2024Q4: 39,206 shares; 2025Q1: 35,558 shares; 2025Q2: 33,078 shares 33,078 $1.08M 0.04% -2,480 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,922 shares; 2024Q4: 4,922 shares; 2025Q1: 4,922 shares; 2025Q2: 4,860 shares 4,860 $1.05M 0.04% -62 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,994 shares; 2024Q4: 8,977 shares; 2025Q1: 9,534 shares; 2025Q2: 9,530 shares 9,530 $1.04M 0.04% -4 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,328 shares; 2024Q4: 19,603 shares; 2025Q1: 20,229 shares; 2025Q2: 19,931 shares 19,931 $1.02M 0.04% -298 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,531 shares; 2024Q4: 19,971 shares; 2025Q1: 19,896 shares; 2025Q2: 19,211 shares 19,211 $995K 0.04% -685 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,870 shares; 2024Q4: 3,700 shares; 2025Q1: 4,211 shares; 2025Q2: 4,627 shares 4,627 $947K 0.03% +416 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,667 shares; 2024Q4: 9,811 shares; 2025Q1: 8,660 shares; 2025Q2: 8,594 shares 8,594 $939K 0.03% -66 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,112 shares; 2024Q4: 12,862 shares; 2025Q1: 12,861 shares; 2025Q2: 12,775 shares 12,775 $935K 0.03% -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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,423 shares; 2024Q4: 6,028 shares; 2025Q1: 6,165 shares; 2025Q2: 6,130 shares 6,130 $933K 0.03% -35 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,869 shares; 2024Q4: 9,040 shares; 2025Q1: 10,005 shares; 2025Q2: 10,169 shares 10,169 $907K 0.03% +164 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,495 shares; 2024Q4: 12,367 shares; 2025Q1: 12,480 shares; 2025Q2: 12,938 shares 12,938 $873K 0.03% +458 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,020 shares; 2024Q4: 18,888 shares; 2025Q1: 20,239 shares; 2025Q2: 20,658 shares 20,658 $854K 0.03% +419 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,042 shares; 2024Q4: 24,608 shares; 2025Q1: 19,872 shares; 2025Q2: 14,692 shares 14,692 $830K 0.03% -5,180 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,709 shares; 2024Q4: 5,679 shares; 2025Q1: 5,679 shares; 2025Q2: 5,630 shares 5,630 $811K 0.03% -49 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 1,323 shares; 2025Q1: 1,904 shares; 2025Q2: 1,904 shares 1,904 $808K 0.03% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 739 shares; 2025Q1: 718 shares; 2025Q2: 7,180 shares 7,180 $802K 0.03% +6,462 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,440 shares; 2024Q4: 10,116 shares; 2025Q1: 10,412 shares; 2025Q2: 10,382 shares 10,382 $786K 0.03% -30 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,010 shares; 2025Q1: 2,867 shares; 2025Q2: 2,873 shares 2,873 $785K 0.03% +6 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,628 shares; 2024Q4: 14,274 shares; 2025Q1: 13,885 shares; 2025Q2: 13,810 shares 13,810 $775K 0.03% -75 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,544 shares; 2024Q4: 65,596 shares; 2025Q1: 44,837 shares; 2025Q2: 33,537 shares 33,537 $751K 0.03% -11,300 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,655 shares; 2025Q2: 5,633 shares 5,633 $751K 0.03% +2,978 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 5,020 shares; 2025Q1: 5,025 shares; 2025Q2: 5,025 shares 5,025 $745K 0.03% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,360 shares; 2024Q4: 5,189 shares; 2025Q1: 5,189 shares; 2025Q2: 8,094 shares 8,094 $724K 0.03% +2,905 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,114 shares; 2024Q4: 10,913 shares; 2025Q1: 11,913 shares; 2025Q2: 11,490 shares 11,490 $713K 0.03% -423 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,011 shares; 2024Q4: 7,673 shares; 2025Q1: 7,673 shares; 2025Q2: 7,657 shares 7,657 $704K 0.03% -16 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,090 shares; 2024Q4: 4,903 shares; 2025Q1: 4,903 shares; 2025Q2: 4,951 shares 4,951 $687K 0.02% +48 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,967 shares; 2024Q4: 2,801 shares; 2025Q1: 2,801 shares; 2025Q2: 2,311 shares 2,311 $678K 0.02% -490 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,226 shares; 2025Q1: 1,226 shares; 2025Q2: 1,226 shares 1,226 $676K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,288 shares; 2024Q4: 16,828 shares; 2025Q1: 13,400 shares; 2025Q2: 12,777 shares 12,777 $669K 0.02% -623 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 3,343 shares; 2025Q1: 2,993 shares; 2025Q2: 3,031 shares 3,031 $664K 0.02% +38 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,972 shares; 2025Q1: 22,972 shares; 2025Q2: 19,487 shares 19,487 $654K 0.02% -3,485 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,618 shares; 2024Q4: 3,618 shares; 2025Q1: 3,488 shares; 2025Q2: 3,073 shares 3,073 $644K 0.02% -415 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 2,853 shares; 2025Q1: 2,853 shares; 2025Q2: 7,653 shares 7,653 $634K 0.02% +4,800 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,821 shares; 2024Q4: 6,821 shares; 2025Q1: 6,924 shares; 2025Q2: 6,921 shares 6,921 $631K 0.02% -3 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,547 shares; 2024Q4: 12,751 shares; 2025Q1: 12,565 shares; 2025Q2: 12,087 shares 12,087 $630K 0.02% -478 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,224 shares; 2024Q4: 4,224 shares; 2025Q1: 5,506 shares; 2025Q2: 5,461 shares 5,461 $603K 0.02% -45 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,497 shares; 2024Q4: 12,977 shares; 2025Q1: 13,634 shares; 2025Q2: 14,678 shares 14,678 $598K 0.02% +1,044 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,728 shares; 2024Q4: 4,518 shares; 2025Q1: 4,240 shares; 2025Q2: 4,314 shares 4,314 $570K 0.02% +74 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,628 shares; 2024Q4: 5,310 shares; 2025Q1: 4,170 shares; 2025Q2: 4,229 shares 4,229 $570K 0.02% +59 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,866 shares; 2024Q4: 18,553 shares; 2025Q1: 19,559 shares; 2025Q2: 19,632 shares 19,632 $568K 0.02% +73 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,956 shares; 2024Q4: 22,956 shares; 2025Q1: 22,956 shares; 2025Q2: 22,956 shares 22,956 $549K 0.02% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,326 shares 5,326 $536K 0.02% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,000 shares; 2025Q1: 23,889 shares; 2025Q2: 20,043 shares 20,043 $535K 0.02% -3,846 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,882 shares; 2024Q4: 2,353 shares; 2025Q1: 2,408 shares; 2025Q2: 3,414 shares 3,414 $532K 0.02% +1,006 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,799 shares 17,799 $525K 0.02% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: 4,220 shares; 2025Q2: 4,220 shares 4,220 $512K 0.02% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 919 shares; 2025Q2: 899 shares 899 $509K 0.02% -20 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 2,645 shares; 2025Q1: 2,020 shares; 2025Q2: 1,808 shares 1,808 $506K 0.02% -212 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,475 shares; 2025Q1: 1,021 shares; 2025Q2: 985 shares 985 $502K 0.02% -36 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,302 shares; 2024Q4: 3,651 shares; 2025Q1: 3,492 shares; 2025Q2: 2,908 shares 2,908 $497K 0.02% -584 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 16,100 shares; 2025Q1: 16,100 shares; 2025Q2: 16,100 shares 16,100 $494K 0.02% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 2,230 shares; 2025Q1: 2,048 shares; 2025Q2: 2,061 shares 2,061 $491K 0.02% +13 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,333 shares; 2024Q4: 5,470 shares; 2025Q1: 5,791 shares; 2025Q2: 6,141 shares 6,141 $488K 0.02% +350 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 4,155 shares; 2025Q1: 3,455 shares; 2025Q2: 3,297 shares 3,297 $486K 0.02% -158 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,259 shares; 2024Q4: 9,109 shares; 2025Q1: 8,817 shares; 2025Q2: 7,943 shares 7,943 $484K 0.02% -874 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,552 shares; 2025Q1: 1,360 shares; 2025Q2: 1,330 shares 1,330 $482K 0.02% -30 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,350 shares; 2025Q1: 23,350 shares; 2025Q2: 15,933 shares 15,933 $481K 0.02% -7,417 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,507 shares; 2025Q1: 32,507 shares; 2025Q2: 21,655 shares 21,655 $479K 0.02% -10,852 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,248 shares 2,248 $478K 0.02% new Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,002 shares 6,002 $476K 0.02% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 606 shares; 2025Q1: 604 shares; 2025Q2: 604 shares 604 $476K 0.02% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,957 shares; 2024Q4: 7,355 shares; 2025Q1: 7,593 shares; 2025Q2: 8,088 shares 8,088 $475K 0.02% +495 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,891 shares; 2024Q4: 5,413 shares; 2025Q1: 5,218 shares; 2025Q2: 3,684 shares 3,684 $469K 0.02% -1,534 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,850 shares; 2025Q1: 20,850 shares; 2025Q2: 18,559 shares 18,559 $452K 0.02% -2,291 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,770 shares; 2025Q1: 1,807 shares; 2025Q2: 1,820 shares 1,820 $450K 0.02% +13 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,391 shares; 2024Q4: 6,515 shares; 2025Q1: 6,515 shares; 2025Q2: 6,835 shares 6,835 $448K 0.02% +320 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 2,267 shares; 2025Q1: 2,073 shares; 2025Q2: 2,052 shares 2,052 $446K 0.02% -21 Timeline PRFZ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,060 shares; 2025Q2: 10,910 shares 10,910 $444K 0.02% +1,850 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,326 shares; 2024Q4: 8,597 shares; 2025Q1: 9,754 shares; 2025Q2: 9,684 shares 9,684 $438K 0.02% -70 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,078 shares; 2024Q4: 4,628 shares; 2025Q1: 4,487 shares; 2025Q2: 4,319 shares 4,319 $436K 0.02% -168 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,042 shares 7,042 $435K 0.02% new Timeline VPL 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,275 shares; 2024Q4: 5,275 shares; 2025Q1: 5,275 shares; 2025Q2: 5,275 shares 5,275 $434K 0.02% 0 Timeline VOOG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares 1,063 $422K 0.02% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,612 shares; 2025Q1: 1,612 shares; 2025Q2: 1,618 shares 1,618 $420K 0.01% +6 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 3,452 shares; 2025Q1: 3,420 shares; 2025Q2: 3,422 shares 3,422 $420K 0.01% +2 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,154 shares; 2024Q4: 2,154 shares; 2025Q1: 2,105 shares; 2025Q2: 2,191 shares 2,191 $399K 0.01% +86 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,167 shares; 2024Q4: 4,942 shares; 2025Q1: 4,842 shares; 2025Q2: 4,861 shares 4,861 $391K 0.01% +19 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,996 shares; 2024Q4: 21,696 shares; 2025Q1: 17,339 shares; 2025Q2: 14,503 shares 14,503 $390K 0.01% -2,836 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,550 shares; 2024Q4: 12,555 shares; 2025Q1: 12,561 shares; 2025Q2: 12,087 shares 12,087 $386K 0.01% -474 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,637 shares; 2024Q4: 16,394 shares; 2025Q1: 17,213 shares; 2025Q2: 16,350 shares 16,350 $380K 0.01% -863 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 1,646 shares; 2025Q1: 1,646 shares; 2025Q2: 1,651 shares 1,651 $378K 0.01% +5 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,595 shares; 2025Q1: 3,331 shares; 2025Q2: 3,331 shares 3,331 $373K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: 2,591 shares; 2025Q1: 2,593 shares; 2025Q2: 2,553 shares 2,553 $360K 0.01% -40 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,219 shares; 2024Q4: 34,226 shares; 2025Q1: 33,005 shares; 2025Q2: 3,489 shares 3,489 $352K 0.01% -29,516 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,143 shares; 2025Q1: 1,068 shares; 2025Q2: 1,141 shares 1,141 $348K 0.01% +73 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,429 shares; 2025Q1: 1,753 shares; 2025Q2: 2,127 shares 2,127 $342K 0.01% +374 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,522 shares 6,522 $335K 0.01% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 1,477 shares; 2025Q1: 1,477 shares; 2025Q2: 1,235 shares 1,235 $316K 0.01% -242 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares 1,300 $312K 0.01% new Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,263 shares; 2024Q4: 8,263 shares; 2025Q1: 8,263 shares; 2025Q2: 8,611 shares 8,611 $310K 0.01% +348 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,178 shares; 2024Q4: 2,138 shares; 2025Q1: 1,921 shares; 2025Q2: 1,821 shares 1,821 $310K 0.01% -100 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,665 shares; 2025Q2: 4,885 shares 4,885 $310K 0.01% +1,220 Timeline SouthState Corp SouthState Corp More: the full row for SouthState Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 2,776 shares; 2025Q1: 3,181 shares; 2025Q2: 3,181 shares 3,181 $293K 0.01% 0 VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,129 shares; 2025Q1: 1,129 shares; 2025Q2: 1,079 shares 1,079 $281K 0.01% -50 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,606 shares; 2024Q4: 3,606 shares; 2025Q1: 3,565 shares; 2025Q2: 3,568 shares 3,568 $279K 0.01% +3 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,414 shares; 2025Q2: 3,140 shares 3,140 $279K 0.01% +726 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 505 shares; 2025Q1: 521 shares; 2025Q2: 525 shares 525 $277K 0.01% +4 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,823 shares; 2025Q1: 1,532 shares; 2025Q2: 1,402 shares 1,402 $273K 0.01% -130 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 1,457 shares; 2025Q1: 1,467 shares; 2025Q2: 1,454 shares 1,454 $271K 0.01% -13 Timeline VIOV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,130 shares; 2024Q4: 3,130 shares; 2025Q1: 3,130 shares; 2025Q2: 3,130 shares 3,130 $268K 0.01% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,866 shares; 2024Q4: 7,143 shares; 2025Q1: 7,457 shares; 2025Q2: 7,124 shares 7,124 $267K 0.01% -333 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,743 shares; 2025Q1: 1,721 shares; 2025Q2: 1,175 shares 1,175 $267K 0.01% -546 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 992 shares; 2025Q1: 992 shares; 2025Q2: 992 shares 992 $265K 0.01% 0 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,011 shares; 2024Q4: 13,011 shares; 2025Q1: 13,011 shares; 2025Q2: 13,011 shares 13,011 $263K 0.01% 0 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,992 shares; 2024Q4: 4,992 shares; 2025Q1: 5,052 shares; 2025Q2: 5,358 shares 5,358 $260K 0.01% +306 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,698 shares; 2024Q4: 4,773 shares; 2025Q1: 5,015 shares; 2025Q2: 5,112 shares 5,112 $257K 0.01% +97 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 649 shares; 2025Q1: 557 shares; 2025Q2: 553 shares 553 $256K 0.01% -4 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,810 shares; 2025Q1: 3,810 shares; 2025Q2: 3,810 shares 3,810 $256K 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,400 shares 1,400 $256K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,061 shares; 2025Q2: 4,061 shares 4,061 $253K 0.01% 0 Timeline AVIDXCHANGE HOLDINGS INC AVIDXCHANGE HOLDINGS INC More: the full row for AVIDXCHANGE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,896 shares; 2025Q1: 10,896 shares; 2025Q2: 25,730 shares 25,730 $252K 0.01% +14,834 IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 618 shares; 2025Q1: not reported; 2025Q2: 468 shares 468 $251K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 2,867 shares; 2025Q1: 2,748 shares; 2025Q2: 2,511 shares 2,511 $249K 0.01% -237 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 1,790 shares; 2025Q1: 1,848 shares; 2025Q2: 1,849 shares 1,849 $247K 0.01% +1 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,242 shares; 2024Q4: 2,758 shares; 2025Q1: 2,758 shares; 2025Q2: 2,016 shares 2,016 $240K 0.01% -742 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,946 shares; 2025Q2: 5,050 shares 5,050 $240K 0.01% +104 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: 1,879 shares; 2025Q1: 1,777 shares; 2025Q2: 1,474 shares 1,474 $240K 0.01% -303 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 513 shares; 2025Q1: 497 shares; 2025Q2: 504 shares 504 $236K 0.01% +7 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 826 shares; 2025Q1: 824 shares; 2025Q2: 806 shares 806 $234K 0.01% -18 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,044 shares; 2025Q1: not reported; 2025Q2: 2,044 shares 2,044 $230K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,227 shares; 2025Q2: 3,072 shares 3,072 $229K 0.01% -155 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,020 shares; 2024Q4: 4,830 shares; 2025Q1: 4,830 shares; 2025Q2: 4,830 shares 4,830 $216K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,838 shares; 2024Q4: 7,838 shares; 2025Q1: not reported; 2025Q2: 5,048 shares 5,048 $208K 0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares 1,200 $202K 0.01% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,723 shares; 2025Q2: 1,488 shares 1,488 $201K 0.01% -235 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,594 shares 2,594 $201K 0.01% new Timeline