AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,916 shares; 2024Q4: 303,700 shares; 2025Q1: 300,346 shares; 2025Q2: 300,375 shares; 2025Q3: 303,337 shares; 2025Q4: 300,921 shares 300,921 $81.8M 2.66% -2,416 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,518 shares; 2024Q4: 167,422 shares; 2025Q1: 167,603 shares; 2025Q2: 165,680 shares; 2025Q3: 165,335 shares; 2025Q4: 165,892 shares 165,892 $80.2M 2.61% +557 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,789 shares; 2024Q4: 277,583 shares; 2025Q1: 290,993 shares; 2025Q2: 306,523 shares; 2025Q3: 294,047 shares; 2025Q4: 295,284 shares 295,284 $62.5M 2.04% +1,237 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,601 shares; 2024Q4: 191,268 shares; 2025Q1: 191,588 shares; 2025Q2: 193,684 shares; 2025Q3: 189,439 shares; 2025Q4: 183,694 shares 183,694 $57.6M 1.88% -5,745 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,683 shares; 2024Q4: 175,768 shares; 2025Q1: 408,425 shares; 2025Q2: 410,786 shares; 2025Q3: 746,151 shares; 2025Q4: 780,683 shares 780,683 $49.9M 1.63% +34,532 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 723,159 shares; 2024Q4: 874,069 shares; 2025Q1: 890,840 shares; 2025Q2: 896,869 shares; 2025Q3: 1,108,501 shares; 2025Q4: 1,316,362 shares 1,316,362 $49.3M 1.6% +207,861 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,153 shares; 2024Q4: 306,323 shares; 2025Q1: 311,141 shares; 2025Q2: 313,024 shares; 2025Q3: 313,533 shares; 2025Q4: 314,063 shares 314,063 $47.2M 1.54% +530 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 605,802 shares; 2025Q3: 605,802 shares; 2025Q4: 610,021 shares 610,021 $46M 1.5% +4,219 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,597 shares; 2024Q4: 219,685 shares; 2025Q1: 183,894 shares; 2025Q2: 174,861 shares; 2025Q3: 169,963 shares; 2025Q4: 136,724 shares 136,724 $43.5M 1.42% -33,239 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,560 shares; 2024Q4: 146,821 shares; 2025Q1: 139,041 shares; 2025Q2: 130,926 shares; 2025Q3: 125,406 shares; 2025Q4: 118,321 shares 118,321 $41M 1.33% -7,085 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,530 shares; 2024Q4: 120,585 shares; 2025Q1: 125,725 shares; 2025Q2: 131,313 shares; 2025Q3: 132,292 shares; 2025Q4: 135,323 shares 135,323 $40.9M 1.33% +3,031 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,970 shares; 2024Q4: 154,618 shares; 2025Q1: 155,861 shares; 2025Q2: 156,569 shares; 2025Q3: 157,840 shares; 2025Q4: 154,915 shares 154,915 $39.8M 1.3% -2,925 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,667 shares; 2024Q4: 210,041 shares; 2025Q1: 206,140 shares; 2025Q2: 201,892 shares; 2025Q3: 191,806 shares; 2025Q4: 190,445 shares 190,445 $37.1M 1.21% -1,361 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 368,308 shares; 2025Q2: 562,270 shares; 2025Q3: 567,825 shares; 2025Q4: 574,290 shares 574,290 $34.9M 1.14% +6,465 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,131 shares; 2024Q4: 48,877 shares; 2025Q1: 48,891 shares; 2025Q2: 49,764 shares; 2025Q3: 50,081 shares; 2025Q4: 52,897 shares 52,897 $34.9M 1.14% +2,816 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,466 shares; 2024Q4: 60,131 shares; 2025Q1: 63,854 shares; 2025Q2: 67,046 shares; 2025Q3: 66,541 shares; 2025Q4: 70,951 shares 70,951 $34.6M 1.13% +4,410 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,988 shares; 2024Q4: 348,607 shares; 2025Q1: 463,948 shares; 2025Q2: 471,830 shares; 2025Q3: 538,652 shares; 2025Q4: 744,279 shares 744,279 $34.3M 1.12% +205,627 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,735 shares; 2024Q4: 92,458 shares; 2025Q1: 90,904 shares; 2025Q2: 91,708 shares; 2025Q3: 90,718 shares; 2025Q4: 89,680 shares 89,680 $33.2M 1.08% -1,038 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,402 shares; 2024Q4: 415,224 shares; 2025Q1: 437,468 shares; 2025Q2: 425,514 shares; 2025Q3: 421,426 shares; 2025Q4: 431,710 shares 431,710 $32.6M 1.06% +10,284 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,308 shares; 2024Q4: 230,136 shares; 2025Q1: 233,676 shares; 2025Q2: 255,111 shares; 2025Q3: 256,012 shares; 2025Q4: 256,745 shares 256,745 $32.3M 1.05% +733 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,461 shares; 2024Q4: 138,797 shares; 2025Q1: 138,826 shares; 2025Q2: 138,981 shares; 2025Q3: 137,574 shares; 2025Q4: 137,188 shares 137,188 $31.7M 1.03% -386 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,785 shares; 2024Q4: 384,850 shares; 2025Q1: 404,333 shares; 2025Q2: 406,503 shares; 2025Q3: 407,828 shares; 2025Q4: 408,986 shares 408,986 $31.4M 1.02% +1,158 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,835 shares; 2024Q4: 165,573 shares; 2025Q1: 165,925 shares; 2025Q2: 169,666 shares; 2025Q3: 169,713 shares; 2025Q4: 175,901 shares 175,901 $31.2M 1.02% +6,188 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513,030 shares; 2024Q4: 540,612 shares; 2025Q1: 549,317 shares; 2025Q2: 535,770 shares; 2025Q3: 582,048 shares; 2025Q4: 616,050 shares 616,050 $31M 1.01% +34,002 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,327 shares; 2024Q4: 95,197 shares; 2025Q1: 93,128 shares; 2025Q2: 92,604 shares; 2025Q3: 92,584 shares; 2025Q4: 96,108 shares 96,108 $31M 1.01% +3,524 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,336 shares; 2024Q4: 398,364 shares; 2025Q1: 353,950 shares; 2025Q2: 354,072 shares; 2025Q3: 354,821 shares; 2025Q4: 355,459 shares 355,459 $30.6M 1% +638 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,172 shares; 2024Q4: 101,290 shares; 2025Q1: 103,003 shares; 2025Q2: 103,948 shares; 2025Q3: 103,764 shares; 2025Q4: 108,818 shares 108,818 $30.4M 0.99% +5,054 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,731 shares; 2024Q4: 411,969 shares; 2025Q1: 417,722 shares; 2025Q2: 419,620 shares; 2025Q3: 420,200 shares; 2025Q4: 420,381 shares 420,381 $30.2M 0.98% +181 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,363 shares; 2024Q4: 145,058 shares; 2025Q1: 152,974 shares; 2025Q2: 154,278 shares; 2025Q3: 153,003 shares; 2025Q4: 157,892 shares 157,892 $30.2M 0.98% +4,889 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,788 shares; 2024Q4: 554,634 shares; 2025Q1: 561,146 shares; 2025Q2: 639,939 shares; 2025Q3: 642,196 shares; 2025Q4: 695,066 shares 695,066 $29.5M 0.96% +52,870 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,366 shares; 2024Q4: 164,017 shares; 2025Q1: 241,645 shares; 2025Q2: 244,475 shares; 2025Q3: 245,878 shares; 2025Q4: 265,161 shares 265,161 $29.2M 0.95% +19,283 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904,254 shares; 2024Q4: 907,220 shares; 2025Q1: 920,429 shares; 2025Q2: 925,200 shares; 2025Q3: 927,835 shares; 2025Q4: 971,379 shares 971,379 $28.4M 0.92% +43,544 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,009 shares; 2025Q3: 205,998 shares; 2025Q4: 212,618 shares 212,618 $28.3M 0.92% +6,620 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,280 shares; 2024Q4: 164,265 shares; 2025Q1: 166,545 shares; 2025Q2: 185,680 shares; 2025Q3: 186,425 shares; 2025Q4: 187,047 shares 187,047 $28.2M 0.92% +622 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,981 shares; 2024Q4: 588,715 shares; 2025Q1: 1,219,676 shares; 2025Q2: 1,302,254 shares; 2025Q3: 1,309,973 shares; 2025Q4: 1,437,711 shares 1,437,711 $28.1M 0.91% +127,738 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,875 shares; 2024Q4: 112,688 shares; 2025Q1: 129,289 shares; 2025Q2: 147,694 shares; 2025Q3: 150,461 shares; 2025Q4: 147,704 shares 147,704 $27.5M 0.9% -2,757 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,885 shares; 2024Q4: 149,438 shares; 2025Q1: 159,302 shares; 2025Q2: 158,955 shares; 2025Q3: 158,367 shares; 2025Q4: 60,117 shares 60,117 $27.4M 0.89% -98,250 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,497 shares; 2024Q4: 359,208 shares; 2025Q1: 354,834 shares; 2025Q2: 350,805 shares; 2025Q3: 350,740 shares; 2025Q4: 350,100 shares 350,100 $27M 0.88% -640 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,111 shares; 2024Q4: 248,138 shares; 2025Q1: 382,616 shares; 2025Q2: 397,242 shares; 2025Q3: 398,814 shares; 2025Q4: 398,272 shares 398,272 $26.7M 0.87% -542 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,378 shares; 2024Q4: 144,686 shares; 2025Q1: 197,109 shares; 2025Q2: 317,449 shares; 2025Q3: 353,735 shares; 2025Q4: 356,075 shares 356,075 $26.4M 0.86% +2,340 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780,394 shares; 2024Q4: 1,108,069 shares; 2025Q1: 1,584,441 shares; 2025Q2: 1,762,937 shares; 2025Q3: 1,773,272 shares; 2025Q4: 1,769,132 shares 1,769,132 $25.6M 0.83% -4,140 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158,320 shares; 2025Q3: 303,301 shares; 2025Q4: 372,210 shares 372,210 $25.5M 0.83% +68,909 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,467 shares; 2024Q4: 19,587 shares; 2025Q1: 44,986 shares; 2025Q2: 97,177 shares; 2025Q3: 98,452 shares; 2025Q4: 99,652 shares 99,652 $25.2M 0.82% +1,200 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,837 shares; 2024Q4: 174,728 shares; 2025Q1: 184,014 shares; 2025Q2: 185,723 shares; 2025Q3: 186,820 shares; 2025Q4: 239,169 shares 239,169 $25M 0.81% +52,349 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,943 shares; 2024Q4: 252,913 shares; 2025Q1: 245,442 shares; 2025Q2: 239,607 shares; 2025Q3: 232,464 shares; 2025Q4: 223,187 shares 223,187 $24.9M 0.81% -9,277 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,137 shares; 2024Q4: 273,794 shares; 2025Q1: 279,019 shares; 2025Q2: 280,068 shares; 2025Q3: 281,015 shares; 2025Q4: 281,536 shares 281,536 $23.7M 0.77% +521 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,199 shares; 2024Q4: 353,000 shares; 2025Q1: 332,120 shares; 2025Q2: 292,480 shares; 2025Q3: 277,845 shares; 2025Q4: 262,246 shares 262,246 $23M 0.75% -15,599 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,885 shares; 2024Q4: 278,224 shares; 2025Q1: 165,422 shares; 2025Q2: 163,754 shares; 2025Q3: 163,731 shares; 2025Q4: 286,474 shares 286,474 $22.8M 0.74% +122,743 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,088 shares; 2024Q4: 71,754 shares; 2025Q1: 71,383 shares; 2025Q2: 70,662 shares; 2025Q3: 69,002 shares; 2025Q4: 68,114 shares 68,114 $21.7M 0.71% -888 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,816 shares; 2024Q4: 515,008 shares; 2025Q1: 606,142 shares; 2025Q2: 725,569 shares; 2025Q3: 728,611 shares; 2025Q4: 732,462 shares 732,462 $21.2M 0.69% +3,851 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,151 shares; 2024Q4: 125,441 shares; 2025Q1: 124,219 shares; 2025Q2: 120,046 shares; 2025Q3: 118,981 shares; 2025Q4: 115,105 shares 115,105 $21.1M 0.69% -3,876 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,145 shares; 2024Q4: 91,725 shares; 2025Q1: 98,676 shares; 2025Q2: 101,466 shares; 2025Q3: 101,332 shares; 2025Q4: 98,253 shares 98,253 $21M 0.68% -3,079 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395,787 shares; 2024Q4: 396,501 shares; 2025Q1: 450,709 shares; 2025Q2: 452,984 shares; 2025Q3: 454,266 shares; 2025Q4: 455,175 shares 455,175 $21M 0.68% +909 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,292 shares; 2024Q4: 66,816 shares; 2025Q1: 67,485 shares; 2025Q2: 67,631 shares; 2025Q3: 67,822 shares; 2025Q4: 68,543 shares 68,543 $20.9M 0.68% +721 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,884 shares; 2024Q4: 67,742 shares; 2025Q1: 66,947 shares; 2025Q2: 65,252 shares; 2025Q3: 65,676 shares; 2025Q4: 67,085 shares 67,085 $19.9M 0.65% +1,409 Timeline SCHL SCHOLASTIC CORP More: the full row for SCHOLASTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,112 shares; 2024Q4: 321,841 shares; 2025Q1: 452,413 shares; 2025Q2: 537,993 shares; 2025Q3: 592,103 shares; 2025Q4: 668,904 shares 668,904 $19.8M 0.65% +76,801 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,164 shares; 2024Q4: 126,136 shares; 2025Q1: 128,248 shares; 2025Q2: 128,408 shares; 2025Q3: 129,133 shares; 2025Q4: 128,647 shares 128,647 $19.8M 0.64% -486 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,520 shares; 2024Q4: 865,790 shares; 2025Q1: 883,558 shares; 2025Q2: 940,232 shares; 2025Q3: 944,677 shares; 2025Q4: 947,376 shares 947,376 $19.6M 0.64% +2,699 Timeline 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,038 shares; 2024Q4: 406,171 shares; 2025Q1: 724,231 shares; 2025Q2: 889,643 shares; 2025Q3: 985,889 shares; 2025Q4: 1,105,047 shares 1,105,047 $19.4M 0.63% +119,158 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,423 shares; 2024Q4: 204,866 shares; 2025Q1: 206,724 shares; 2025Q2: 207,067 shares; 2025Q3: 212,816 shares; 2025Q4: 222,498 shares 222,498 $18.6M 0.61% +9,682 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,305 shares; 2024Q4: 88,022 shares; 2025Q1: 87,944 shares; 2025Q2: 87,366 shares; 2025Q3: 85,174 shares; 2025Q4: 89,409 shares 89,409 $18.5M 0.6% +4,235 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,027 shares; 2024Q4: 51,975 shares; 2025Q1: 51,641 shares; 2025Q2: 51,421 shares; 2025Q3: 51,263 shares; 2025Q4: 52,105 shares 52,105 $17.9M 0.58% +842 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 3,425 shares; 2025Q1: 3,404 shares; 2025Q2: 3,350 shares; 2025Q3: 3,278 shares; 2025Q4: 3,269 shares 3,269 $17.5M 0.57% -9 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,807 shares; 2024Q4: 29,695 shares; 2025Q1: 29,680 shares; 2025Q2: 29,845 shares; 2025Q3: 29,684 shares; 2025Q4: 30,079 shares 30,079 $17.2M 0.56% +395 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,773 shares; 2024Q4: 96,169 shares; 2025Q1: 98,920 shares; 2025Q2: 100,071 shares; 2025Q3: 98,781 shares; 2025Q4: 99,436 shares 99,436 $17M 0.55% +655 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,350 shares; 2024Q4: 209,541 shares; 2025Q1: 214,853 shares; 2025Q2: 216,151 shares; 2025Q3: 217,293 shares; 2025Q4: 167,985 shares 167,985 $16.9M 0.55% -49,308 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,276 shares; 2024Q4: 52,710 shares; 2025Q1: 52,505 shares; 2025Q2: 52,478 shares; 2025Q3: 51,433 shares; 2025Q4: 51,233 shares 51,233 $16.8M 0.55% -200 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,855 shares; 2024Q4: 75,830 shares; 2025Q1: 75,920 shares; 2025Q2: 76,571 shares; 2025Q3: 74,713 shares; 2025Q4: 73,379 shares 73,379 $16.8M 0.55% -1,334 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,601 shares; 2024Q4: 62,000 shares; 2025Q1: 62,937 shares; 2025Q2: 61,053 shares; 2025Q3: 57,013 shares; 2025Q4: 54,276 shares 54,276 $16.7M 0.54% -2,737 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,552 shares; 2024Q4: 19,849 shares; 2025Q1: 19,548 shares; 2025Q2: 19,419 shares; 2025Q3: 19,175 shares; 2025Q4: 19,086 shares 19,086 $16.5M 0.54% -89 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,753 shares; 2024Q4: 132,415 shares; 2025Q1: 136,474 shares; 2025Q2: 143,479 shares; 2025Q3: 140,897 shares; 2025Q4: 144,309 shares 144,309 $16.4M 0.53% +3,412 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,498 shares; 2024Q4: 82,851 shares; 2025Q1: 85,749 shares; 2025Q2: 87,712 shares; 2025Q3: 91,514 shares; 2025Q4: 94,886 shares 94,886 $16.2M 0.53% +3,372 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,643 shares; 2024Q4: 34,430 shares; 2025Q1: 33,872 shares; 2025Q2: 33,734 shares; 2025Q3: 33,556 shares; 2025Q4: 32,926 shares 32,926 $16.1M 0.53% -630 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,494 shares; 2025Q4: 181,922 shares 181,922 $16M 0.52% +161,428 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,536 shares; 2024Q4: 48,689 shares; 2025Q1: 47,599 shares; 2025Q2: 47,119 shares; 2025Q3: 49,403 shares; 2025Q4: 69,371 shares 69,371 $15.8M 0.51% +19,968 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,018 shares; 2024Q4: 52,192 shares; 2025Q1: 51,803 shares; 2025Q2: 52,604 shares; 2025Q3: 55,741 shares; 2025Q4: 58,014 shares 58,014 $15.6M 0.51% +2,273 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,677 shares; 2024Q4: 140,484 shares; 2025Q1: 141,735 shares; 2025Q2: 146,475 shares; 2025Q3: 147,678 shares; 2025Q4: 146,456 shares 146,456 $15.4M 0.5% -1,222 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,352 shares; 2024Q4: 66,219 shares; 2025Q1: 65,862 shares; 2025Q2: 67,153 shares; 2025Q3: 66,511 shares; 2025Q4: 67,229 shares 67,229 $15.4M 0.5% +718 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,203 shares; 2024Q4: 52,437 shares; 2025Q1: 52,106 shares; 2025Q2: 51,209 shares; 2025Q3: 50,738 shares; 2025Q4: 49,055 shares 49,055 $15.4M 0.5% -1,683 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,524 shares; 2024Q4: 118,974 shares; 2025Q1: 120,536 shares; 2025Q2: 122,073 shares; 2025Q3: 120,603 shares; 2025Q4: 126,300 shares 126,300 $15.2M 0.49% +5,697 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,436 shares; 2024Q4: 83,448 shares; 2025Q1: 85,029 shares; 2025Q2: 89,449 shares; 2025Q3: 89,097 shares; 2025Q4: 92,557 shares 92,557 $14.9M 0.48% +3,460 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,111 shares; 2024Q4: 435,179 shares; 2025Q1: 368,883 shares; 2025Q2: 366,970 shares; 2025Q3: 368,444 shares; 2025Q4: 370,812 shares 370,812 $14.6M 0.47% +2,368 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,513 shares; 2024Q4: 407,022 shares; 2025Q1: 379,949 shares; 2025Q2: 431,745 shares; 2025Q3: 433,740 shares; 2025Q4: 369,615 shares 369,615 $14.5M 0.47% -64,125 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,616 shares; 2024Q4: 12,013 shares; 2025Q1: 12,508 shares; 2025Q2: 13,103 shares; 2025Q3: 13,198 shares; 2025Q4: 13,367 shares 13,367 $14.4M 0.47% +169 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,003 shares; 2024Q4: 95,806 shares; 2025Q1: 95,782 shares; 2025Q2: 96,824 shares; 2025Q3: 97,694 shares; 2025Q4: 98,302 shares 98,302 $14.1M 0.46% +608 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,872 shares; 2024Q4: 29,409 shares; 2025Q1: 30,057 shares; 2025Q2: 31,309 shares; 2025Q3: 31,906 shares; 2025Q4: 31,199 shares 31,199 $14M 0.46% -707 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,081 shares; 2025Q2: 39,507 shares; 2025Q3: 44,174 shares; 2025Q4: 46,065 shares 46,065 $14M 0.46% +1,891 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,969 shares; 2024Q4: 113,074 shares; 2025Q1: 113,270 shares; 2025Q2: 113,027 shares; 2025Q3: 110,810 shares; 2025Q4: 111,462 shares 111,462 $14M 0.45% +652 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,173 shares; 2025Q2: 10,271 shares; 2025Q3: 12,362 shares; 2025Q4: 13,005 shares 13,005 $13.9M 0.45% +643 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,109 shares; 2024Q4: 84,801 shares; 2025Q1: 84,759 shares; 2025Q2: 88,750 shares; 2025Q3: 86,282 shares; 2025Q4: 85,691 shares 85,691 $13.7M 0.45% -591 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,558 shares; 2024Q4: 58,838 shares; 2025Q1: 59,920 shares; 2025Q2: 59,286 shares; 2025Q3: 59,012 shares; 2025Q4: 58,888 shares 58,888 $13.6M 0.44% -124 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,735 shares; 2024Q4: 23,289 shares; 2025Q1: 24,046 shares; 2025Q2: 32,649 shares; 2025Q3: 32,781 shares; 2025Q4: 34,031 shares 34,031 $13.2M 0.43% +1,250 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,547 shares; 2024Q4: 65,455 shares; 2025Q1: 66,029 shares; 2025Q2: 64,989 shares; 2025Q3: 65,689 shares; 2025Q4: 66,527 shares 66,527 $13M 0.42% +838 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 146,571 shares; 2025Q1: 149,361 shares; 2025Q2: 149,339 shares; 2025Q3: 150,145 shares; 2025Q4: 150,726 shares 150,726 $12.9M 0.42% +581 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,275 shares; 2024Q4: 320,065 shares; 2025Q1: 248,881 shares; 2025Q2: 353,078 shares; 2025Q3: 354,772 shares; 2025Q4: 356,159 shares 356,159 $12.8M 0.42% +1,387 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,963 shares; 2024Q4: 38,807 shares; 2025Q1: 39,432 shares; 2025Q2: 42,115 shares; 2025Q3: 45,363 shares; 2025Q4: 48,220 shares 48,220 $12.8M 0.42% +2,857 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,869 shares; 2024Q4: 149,724 shares; 2025Q1: 150,975 shares; 2025Q2: 150,212 shares; 2025Q3: 146,462 shares; 2025Q4: 145,136 shares 145,136 $12.7M 0.41% -1,326 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,666 shares; 2024Q4: 137,833 shares; 2025Q1: 143,528 shares; 2025Q2: 145,007 shares; 2025Q3: 145,643 shares; 2025Q4: 145,937 shares 145,937 $12.3M 0.4% +294 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,264 shares; 2025Q1: 10,478 shares; 2025Q2: 11,111 shares; 2025Q3: 11,057 shares; 2025Q4: 11,361 shares 11,361 $12.2M 0.4% +304 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,361 shares; 2024Q4: 59,390 shares; 2025Q1: 63,382 shares; 2025Q2: 71,288 shares; 2025Q3: 71,425 shares; 2025Q4: 75,350 shares 75,350 $11.6M 0.38% +3,925 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,944 shares; 2024Q4: 101,420 shares; 2025Q1: 119,392 shares; 2025Q2: 119,737 shares; 2025Q3: 120,180 shares; 2025Q4: 120,697 shares 120,697 $11.5M 0.37% +517 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,545 shares; 2024Q4: 22,927 shares; 2025Q1: 24,792 shares; 2025Q2: 26,254 shares; 2025Q3: 28,255 shares; 2025Q4: 29,886 shares 29,886 $10.5M 0.34% +1,631 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,294 shares; 2024Q4: 31,032 shares; 2025Q1: 30,902 shares; 2025Q2: 31,423 shares; 2025Q3: 30,399 shares; 2025Q4: 31,128 shares 31,128 $10.3M 0.33% +729 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,168 shares; 2024Q4: 74,364 shares; 2025Q1: 77,812 shares; 2025Q2: 85,325 shares; 2025Q3: 90,923 shares; 2025Q4: 95,876 shares 95,876 $10.3M 0.33% +4,953 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,582 shares; 2024Q4: 61,790 shares; 2025Q1: 64,782 shares; 2025Q2: 67,461 shares; 2025Q3: 68,091 shares; 2025Q4: 69,567 shares 69,567 $9.98M 0.33% +1,476 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,343 shares; 2024Q4: 132,930 shares; 2025Q1: 134,728 shares; 2025Q2: 133,608 shares; 2025Q3: 130,339 shares; 2025Q4: 131,380 shares 131,380 $9.65M 0.31% +1,041 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,917 shares; 2024Q4: 73,401 shares; 2025Q1: 74,283 shares; 2025Q2: 75,557 shares; 2025Q3: 75,865 shares; 2025Q4: 75,132 shares 75,132 $9.59M 0.31% -733 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,442 shares; 2024Q4: 95,318 shares; 2025Q1: 95,588 shares; 2025Q2: 98,305 shares; 2025Q3: 98,626 shares; 2025Q4: 100,242 shares 100,242 $9.38M 0.31% +1,616 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,834 shares; 2024Q4: 15,375 shares; 2025Q1: 15,647 shares; 2025Q2: 18,947 shares; 2025Q3: 32,687 shares; 2025Q4: 45,818 shares 45,818 $9.3M 0.3% +13,131 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,739 shares; 2024Q4: 281,966 shares; 2025Q1: 299,607 shares; 2025Q2: 315,085 shares; 2025Q3: 311,357 shares; 2025Q4: 302,324 shares 302,324 $9.04M 0.29% -9,033 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,514 shares; 2024Q4: 99,026 shares; 2025Q1: 100,148 shares; 2025Q2: 102,801 shares; 2025Q3: 104,230 shares; 2025Q4: 102,571 shares 102,571 $8.21M 0.27% -1,659 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,817 shares; 2024Q4: 12,960 shares; 2025Q1: 13,498 shares; 2025Q2: 13,937 shares; 2025Q3: 13,759 shares; 2025Q4: 14,062 shares 14,062 $8.15M 0.27% +303 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,558 shares; 2025Q4: 77,344 shares 77,344 $7.89M 0.26% +31,786 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,970 shares; 2024Q4: 80,489 shares; 2025Q1: 90,100 shares; 2025Q2: 99,596 shares; 2025Q3: 96,910 shares; 2025Q4: 96,893 shares 96,893 $7.78M 0.25% -17 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,973 shares; 2024Q4: 11,372 shares; 2025Q1: 11,553 shares; 2025Q2: 11,648 shares; 2025Q3: 11,601 shares; 2025Q4: 11,298 shares 11,298 $7.7M 0.25% -303 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,382 shares; 2024Q4: 32,003 shares; 2025Q1: 32,327 shares; 2025Q2: 31,877 shares; 2025Q3: 32,702 shares; 2025Q4: 31,428 shares 31,428 $7.58M 0.25% -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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,204 shares; 2024Q4: 89,523 shares; 2025Q1: 90,601 shares; 2025Q2: 90,759 shares; 2025Q3: 90,982 shares; 2025Q4: 91,233 shares 91,233 $7.48M 0.24% +251 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,993 shares; 2024Q4: 10,031 shares; 2025Q1: 14,601 shares; 2025Q2: 19,219 shares; 2025Q3: 19,781 shares; 2025Q4: 20,833 shares 20,833 $7.32M 0.24% +1,052 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,825 shares; 2024Q4: 96,384 shares; 2025Q1: 85,000 shares; 2025Q2: 54,254 shares; 2025Q3: 47,143 shares; 2025Q4: 41,698 shares 41,698 $7.23M 0.24% -5,445 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 6,400 shares; 2025Q1: 7,213 shares; 2025Q2: 11,740 shares; 2025Q3: 13,591 shares; 2025Q4: 15,512 shares 15,512 $7.22M 0.24% +1,921 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,669 shares; 2024Q4: 60,238 shares; 2025Q1: 49,771 shares; 2025Q2: 61,197 shares; 2025Q3: 63,860 shares; 2025Q4: 67,327 shares 67,327 $7.18M 0.23% +3,467 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,306 shares; 2024Q4: 255,074 shares; 2025Q1: 265,442 shares; 2025Q2: 286,578 shares; 2025Q3: 283,588 shares; 2025Q4: 286,375 shares 286,375 $7.13M 0.23% +2,787 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,211 shares; 2024Q4: 12,720 shares; 2025Q1: 12,381 shares; 2025Q2: 12,291 shares; 2025Q3: 13,795 shares; 2025Q4: 13,758 shares 13,758 $6.92M 0.23% -37 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,735 shares; 2024Q4: 91,250 shares; 2025Q1: 95,530 shares; 2025Q2: 104,557 shares; 2025Q3: 96,614 shares; 2025Q4: 59,321 shares 59,321 $6.7M 0.22% -37,293 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,800 shares; 2024Q4: 34,909 shares; 2025Q1: 35,239 shares; 2025Q2: 38,133 shares; 2025Q3: 35,739 shares; 2025Q4: 91,558 shares 91,558 $6.4M 0.21% +55,819 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,986 shares; 2024Q4: 74,970 shares; 2025Q1: 78,617 shares; 2025Q2: 84,403 shares; 2025Q3: 86,604 shares; 2025Q4: 75,048 shares 75,048 $6.32M 0.21% -11,556 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,349 shares; 2024Q4: 60,648 shares; 2025Q1: 61,461 shares; 2025Q2: 61,684 shares; 2025Q3: 41,892 shares; 2025Q4: 36,083 shares 36,083 $6.23M 0.2% -5,809 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,759 shares; 2024Q4: 32,742 shares; 2025Q1: 22,355 shares; 2025Q2: 21,270 shares; 2025Q3: 21,007 shares; 2025Q4: 19,897 shares 19,897 $5.84M 0.19% -1,110 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,543 shares; 2024Q4: 57,243 shares; 2025Q1: 64,266 shares; 2025Q2: 76,787 shares; 2025Q3: 78,725 shares; 2025Q4: 90,707 shares 90,707 $5.78M 0.19% +11,982 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,090 shares; 2024Q4: 293,595 shares; 2025Q1: 298,571 shares; 2025Q2: 298,632 shares; 2025Q3: 297,603 shares; 2025Q4: 382,475 shares 382,475 $5.76M 0.19% +84,872 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,963 shares; 2024Q4: 32,023 shares; 2025Q1: 31,748 shares; 2025Q2: 32,135 shares; 2025Q3: 31,747 shares; 2025Q4: 23,104 shares 23,104 $5.71M 0.19% -8,643 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,441 shares; 2024Q4: 220,926 shares; 2025Q1: 137,270 shares; 2025Q2: 193,357 shares; 2025Q3: 193,881 shares; 2025Q4: 137,188 shares 137,188 $5.7M 0.19% -56,693 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,614 shares; 2024Q4: 5,834 shares; 2025Q1: 6,099 shares; 2025Q2: 6,701 shares; 2025Q3: 6,965 shares; 2025Q4: 7,077 shares 7,077 $5.42M 0.18% +112 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: 1,440 shares; 2025Q1: 8,233 shares; 2025Q2: 20,129 shares; 2025Q3: 25,688 shares; 2025Q4: 29,425 shares 29,425 $5.42M 0.18% +3,737 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,179 shares; 2024Q4: 36,425 shares; 2025Q1: 36,488 shares; 2025Q2: 36,483 shares; 2025Q3: 36,315 shares; 2025Q4: 35,269 shares 35,269 $5.38M 0.17% -1,046 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,986 shares; 2024Q4: 63,273 shares; 2025Q1: 66,419 shares; 2025Q2: 72,702 shares; 2025Q3: 73,591 shares; 2025Q4: 75,553 shares 75,553 $5.1M 0.17% +1,962 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,651 shares; 2024Q4: 35,100 shares; 2025Q1: 47,257 shares; 2025Q2: 88,940 shares; 2025Q3: 89,188 shares; 2025Q4: 85,470 shares 85,470 $5.09M 0.17% -3,718 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,969 shares; 2024Q4: 25,277 shares; 2025Q1: 26,305 shares; 2025Q2: 28,086 shares; 2025Q3: 28,353 shares; 2025Q4: 28,950 shares 28,950 $5.08M 0.17% +597 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,221 shares; 2025Q1: 1,274 shares; 2025Q2: 1,687 shares; 2025Q3: 3,976 shares; 2025Q4: 53,447 shares 53,447 $5.01M 0.16% +49,471 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,456 shares; 2024Q4: 7,330 shares; 2025Q1: 7,287 shares; 2025Q2: 8,760 shares; 2025Q3: 11,955 shares; 2025Q4: 13,411 shares 13,411 $4.74M 0.15% +1,456 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,348 shares; 2024Q4: 57,204 shares; 2025Q1: 67,882 shares; 2025Q2: 84,410 shares; 2025Q3: 84,117 shares; 2025Q4: 81,038 shares 81,038 $4.73M 0.15% -3,079 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $4.53M 0.15% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,532 shares; 2025Q2: 3,758 shares; 2025Q3: 4,800 shares; 2025Q4: 28,686 shares 28,686 $4.39M 0.14% +23,886 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,233 shares; 2024Q4: 36,871 shares; 2025Q1: 37,638 shares; 2025Q2: 39,320 shares; 2025Q3: 38,281 shares; 2025Q4: 37,008 shares 37,008 $4.34M 0.14% -1,273 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,983 shares; 2024Q4: 83,387 shares; 2025Q1: 80,686 shares; 2025Q2: 80,052 shares; 2025Q3: 78,607 shares; 2025Q4: 85,123 shares 85,123 $4.19M 0.14% +6,516 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,697 shares; 2024Q4: 13,271 shares; 2025Q1: 13,257 shares; 2025Q2: 13,127 shares; 2025Q3: 12,825 shares; 2025Q4: 12,477 shares 12,477 $3.93M 0.13% -348 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,563 shares; 2024Q4: 69,179 shares; 2025Q1: 69,582 shares; 2025Q2: 73,948 shares; 2025Q3: 76,185 shares; 2025Q4: 58,251 shares 58,251 $3.91M 0.13% -17,934 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,065 shares; 2024Q4: 6,759 shares; 2025Q1: 6,272 shares; 2025Q2: 6,304 shares; 2025Q3: 6,032 shares; 2025Q4: 5,946 shares 5,946 $3.89M 0.13% -86 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,876 shares; 2024Q4: 9,669 shares; 2025Q1: 11,691 shares; 2025Q2: 11,457 shares; 2025Q3: 11,278 shares; 2025Q4: 11,236 shares 11,236 $3.77M 0.12% -42 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,337 shares; 2025Q1: 71,174 shares; 2025Q2: 101,023 shares; 2025Q3: 101,813 shares; 2025Q4: 103,001 shares 103,001 $3.69M 0.12% +1,188 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,533 shares; 2024Q4: 73,079 shares; 2025Q1: 73,669 shares; 2025Q2: 74,497 shares; 2025Q3: 75,450 shares; 2025Q4: 78,135 shares 78,135 $3.68M 0.12% +2,685 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,674 shares; 2024Q4: 44,674 shares; 2025Q1: 36,630 shares; 2025Q2: 35,780 shares; 2025Q3: 35,334 shares; 2025Q4: 35,100 shares 35,100 $3.64M 0.12% -234 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,068 shares; 2024Q4: 29,497 shares; 2025Q1: 30,033 shares; 2025Q2: 30,039 shares; 2025Q3: 30,521 shares; 2025Q4: 31,459 shares 31,459 $3.46M 0.11% +938 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,899 shares; 2024Q4: 34,074 shares; 2025Q1: 33,203 shares; 2025Q2: 32,565 shares; 2025Q3: 31,231 shares; 2025Q4: 29,511 shares 29,511 $3.43M 0.11% -1,720 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,728 shares; 2024Q4: 15,926 shares; 2025Q1: 17,417 shares; 2025Q2: 18,142 shares; 2025Q3: 18,259 shares; 2025Q4: 18,717 shares 18,717 $3.41M 0.11% +458 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,628 shares; 2024Q4: 13,402 shares; 2025Q1: 13,240 shares; 2025Q2: 13,033 shares; 2025Q3: 12,924 shares; 2025Q4: 12,900 shares 12,900 $3.33M 0.11% -24 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,833 shares; 2024Q4: 6,122 shares; 2025Q1: 5,987 shares; 2025Q2: 5,753 shares; 2025Q3: 6,000 shares; 2025Q4: 5,776 shares 5,776 $3.31M 0.11% -224 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,879 shares; 2024Q4: 47,488 shares; 2025Q1: 53,998 shares; 2025Q2: 58,602 shares; 2025Q3: 58,510 shares; 2025Q4: 59,289 shares 59,289 $3.26M 0.11% +779 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,738 shares; 2024Q4: 49,575 shares; 2025Q1: 50,501 shares; 2025Q2: 50,938 shares; 2025Q3: 52,187 shares; 2025Q4: 53,570 shares 53,570 $3.21M 0.1% +1,383 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,352 shares; 2024Q4: 9,437 shares; 2025Q1: 9,407 shares; 2025Q2: 9,400 shares; 2025Q3: 9,383 shares; 2025Q4: 9,308 shares 9,308 $3.13M 0.1% -75 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,835 shares; 2024Q4: 112,015 shares; 2025Q1: 113,339 shares; 2025Q2: 113,450 shares; 2025Q3: 113,349 shares; 2025Q4: 113,765 shares 113,765 $3.07M 0.1% +416 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,479 shares; 2024Q4: 11,278 shares; 2025Q1: 10,149 shares; 2025Q2: 9,528 shares; 2025Q3: 9,569 shares; 2025Q4: 19,412 shares 19,412 $2.79M 0.09% +9,843 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,841 shares; 2024Q4: 39,112 shares; 2025Q1: 29,838 shares; 2025Q2: 20,597 shares; 2025Q3: 16,920 shares; 2025Q4: 14,195 shares 14,195 $2.75M 0.09% -2,725 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,388 shares; 2024Q4: 19,815 shares; 2025Q1: 19,863 shares; 2025Q2: 19,819 shares; 2025Q3: 19,815 shares; 2025Q4: 19,885 shares 19,885 $2.62M 0.09% +70 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 513 shares; 2025Q1: 497 shares; 2025Q2: 504 shares; 2025Q3: 476 shares; 2025Q4: 6,093 shares 6,093 $2.6M 0.08% +5,617 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,020 shares; 2024Q4: 88,058 shares; 2025Q1: 95,725 shares; 2025Q2: 101,534 shares; 2025Q3: 102,120 shares; 2025Q4: 103,822 shares 103,822 $2.59M 0.08% +1,702 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,293 shares; 2024Q4: 3,734 shares; 2025Q1: 3,171 shares; 2025Q2: 3,397 shares; 2025Q3: 3,394 shares; 2025Q4: 3,284 shares 3,284 $2.48M 0.08% -110 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,714 shares; 2025Q1: 2,704 shares; 2025Q2: 2,611 shares; 2025Q3: 2,584 shares; 2025Q4: 2,447 shares 2,447 $2.47M 0.08% -137 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,355 shares; 2024Q4: 16,900 shares; 2025Q1: 16,550 shares; 2025Q2: 16,319 shares; 2025Q3: 15,770 shares; 2025Q4: 15,047 shares 15,047 $2.45M 0.08% -723 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,137 shares; 2024Q4: 247,299 shares; 2025Q1: 235,697 shares; 2025Q2: 226,380 shares; 2025Q3: 226,380 shares; 2025Q4: 224,780 shares 224,780 $2.45M 0.08% -1,600 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,864 shares; 2024Q4: 28,235 shares; 2025Q1: 27,421 shares; 2025Q2: 28,772 shares; 2025Q3: 29,339 shares; 2025Q4: 30,403 shares 30,403 $2.4M 0.08% +1,064 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,227 shares 63,227 $2.34M 0.08% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,859 shares; 2024Q4: 11,694 shares; 2025Q1: 11,694 shares; 2025Q2: 11,694 shares; 2025Q3: 11,694 shares; 2025Q4: 11,694 shares 11,694 $2.34M 0.08% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,783 shares; 2024Q4: 20,304 shares; 2025Q1: 19,434 shares; 2025Q2: 19,187 shares; 2025Q3: 19,294 shares; 2025Q4: 19,730 shares 19,730 $2.32M 0.08% +436 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,719 shares; 2024Q4: 34,570 shares; 2025Q1: 30,451 shares; 2025Q2: 26,316 shares; 2025Q3: 24,254 shares; 2025Q4: 22,468 shares 22,468 $2.3M 0.07% -1,786 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 2,592 shares; 2025Q1: 3,547 shares; 2025Q2: 3,532 shares; 2025Q3: 3,532 shares; 2025Q4: 3,573 shares 3,573 $2.24M 0.07% +41 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,280 shares; 2024Q4: 7,280 shares; 2025Q1: 7,280 shares; 2025Q2: 7,281 shares; 2025Q3: 7,281 shares; 2025Q4: 5,300 shares 5,300 $2.24M 0.07% -1,981 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,796 shares 6,796 $2.2M 0.07% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 2,410 shares; 2025Q1: 3,429 shares; 2025Q2: 3,352 shares; 2025Q3: 3,218 shares; 2025Q4: 3,187 shares 3,187 $2.18M 0.07% -31 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,337 shares; 2024Q4: 39,883 shares; 2025Q1: 41,323 shares; 2025Q2: 44,219 shares; 2025Q3: 44,827 shares; 2025Q4: 21,265 shares 21,265 $2.18M 0.07% -23,562 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,149 shares; 2024Q4: 8,947 shares; 2025Q1: 9,117 shares; 2025Q2: 9,426 shares; 2025Q3: 9,283 shares; 2025Q4: 9,190 shares 9,190 $2.17M 0.07% -93 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,356 shares; 2024Q4: 7,196 shares; 2025Q1: 7,497 shares; 2025Q2: 7,448 shares; 2025Q3: 7,410 shares; 2025Q4: 7,404 shares 7,404 $2.15M 0.07% -6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,402 shares; 2024Q4: 59,402 shares; 2025Q1: 59,402 shares; 2025Q2: 59,402 shares; 2025Q3: 59,402 shares; 2025Q4: 59,402 shares 59,402 $2.04M 0.07% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,870 shares; 2024Q4: 3,700 shares; 2025Q1: 4,211 shares; 2025Q2: 4,627 shares; 2025Q3: 3,814 shares; 2025Q4: 9,163 shares 9,163 $2.01M 0.07% +5,349 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,652 shares; 2024Q4: 12,646 shares; 2025Q1: 12,271 shares; 2025Q2: 12,183 shares; 2025Q3: 11,412 shares; 2025Q4: 10,921 shares 10,921 $2.01M 0.07% -491 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,354 shares; 2024Q4: 26,104 shares; 2025Q1: 26,104 shares; 2025Q2: 26,040 shares; 2025Q3: 25,849 shares; 2025Q4: 24,752 shares 24,752 $1.96M 0.06% -1,097 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,031 shares; 2024Q4: 50,336 shares; 2025Q1: 31,636 shares; 2025Q2: 44,331 shares; 2025Q3: 34,931 shares; 2025Q4: 40,131 shares 40,131 $1.93M 0.06% +5,200 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,866 shares; 2024Q4: 7,143 shares; 2025Q1: 7,457 shares; 2025Q2: 7,124 shares; 2025Q3: 11,700 shares; 2025Q4: 51,334 shares 51,334 $1.92M 0.06% +39,634 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,942 shares; 2024Q4: 60,285 shares; 2025Q1: 57,118 shares; 2025Q2: 54,399 shares; 2025Q3: 48,481 shares; 2025Q4: 42,638 shares 42,638 $1.86M 0.06% -5,843 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,374 shares; 2025Q4: 15,985 shares 15,985 $1.83M 0.06% +611 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 2,028 shares; 2025Q1: 2,028 shares; 2025Q2: 2,031 shares; 2025Q3: 2,038 shares; 2025Q4: 2,038 shares 2,038 $1.79M 0.06% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,178 shares; 2024Q4: 32,673 shares; 2025Q1: 28,149 shares; 2025Q2: 27,983 shares; 2025Q3: 27,954 shares; 2025Q4: 27,216 shares 27,216 $1.7M 0.06% -738 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,907 shares; 2024Q4: 31,301 shares; 2025Q1: 30,732 shares; 2025Q2: 31,777 shares; 2025Q3: 33,111 shares; 2025Q4: 35,098 shares 35,098 $1.7M 0.06% +1,987 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,079 shares; 2024Q4: 35,776 shares; 2025Q1: 36,341 shares; 2025Q2: 33,944 shares; 2025Q3: 32,556 shares; 2025Q4: 30,157 shares 30,157 $1.63M 0.05% -2,399 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,023 shares; 2025Q2: 5,238 shares; 2025Q3: 5,238 shares; 2025Q4: 5,238 shares 5,238 $1.62M 0.05% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,518 shares; 2024Q4: 4,518 shares; 2025Q1: 4,518 shares; 2025Q2: 4,531 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares 4,500 $1.58M 0.05% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,560 shares; 2024Q4: 28,560 shares; 2025Q1: 31,770 shares; 2025Q2: 31,655 shares; 2025Q3: 33,332 shares; 2025Q4: 33,332 shares 33,332 $1.56M 0.05% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,871 shares; 2024Q4: 6,661 shares; 2025Q1: 6,492 shares; 2025Q2: 5,406 shares; 2025Q3: 5,300 shares; 2025Q4: 5,314 shares 5,314 $1.53M 0.05% +14 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,250 shares; 2024Q4: 7,175 shares; 2025Q1: 7,124 shares; 2025Q2: 7,114 shares; 2025Q3: 6,929 shares; 2025Q4: 6,889 shares 6,889 $1.41M 0.05% -40 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,836 shares; 2025Q3: 29,836 shares; 2025Q4: 29,836 shares 29,836 $1.39M 0.05% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,288 shares; 2024Q4: 11,289 shares; 2025Q1: 11,279 shares; 2025Q2: 11,109 shares; 2025Q3: 10,518 shares; 2025Q4: 10,402 shares 10,402 $1.34M 0.04% -116 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,297 shares; 2024Q4: 2,944 shares; 2025Q1: 3,157 shares; 2025Q2: 3,349 shares; 2025Q3: 3,634 shares; 2025Q4: 3,649 shares 3,649 $1.28M 0.04% +15 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,857 shares; 2024Q4: 11,350 shares; 2025Q1: 11,428 shares; 2025Q2: 11,108 shares; 2025Q3: 11,058 shares; 2025Q4: 11,058 shares 11,058 $1.26M 0.04% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,003 shares; 2024Q4: 21,996 shares; 2025Q1: 23,843 shares; 2025Q2: 22,932 shares; 2025Q3: 22,549 shares; 2025Q4: 23,044 shares 23,044 $1.24M 0.04% +495 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,965 shares; 2024Q4: 3,887 shares; 2025Q1: 3,856 shares; 2025Q2: 3,886 shares; 2025Q3: 3,856 shares; 2025Q4: 3,833 shares 3,833 $1.24M 0.04% -23 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,006 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $1.23M 0.04% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,029 shares; 2024Q4: 16,571 shares; 2025Q1: 16,233 shares; 2025Q2: 16,001 shares; 2025Q3: 16,727 shares; 2025Q4: 15,300 shares 15,300 $1.21M 0.04% -1,427 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,345 shares; 2024Q4: 4,905 shares; 2025Q1: 4,867 shares; 2025Q2: 4,846 shares; 2025Q3: 4,729 shares; 2025Q4: 4,604 shares 4,604 $1.18M 0.04% -125 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,404 shares; 2024Q4: 8,344 shares; 2025Q1: 8,308 shares; 2025Q2: 8,308 shares; 2025Q3: 8,308 shares; 2025Q4: 8,311 shares 8,311 $1.17M 0.04% +3 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,994 shares; 2024Q4: 8,977 shares; 2025Q1: 9,534 shares; 2025Q2: 9,530 shares; 2025Q3: 9,527 shares; 2025Q4: 9,476 shares 9,476 $1.15M 0.04% -51 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,039 shares; 2024Q4: 14,008 shares; 2025Q1: 13,657 shares; 2025Q2: 13,725 shares; 2025Q3: 12,538 shares; 2025Q4: 12,290 shares 12,290 $1.15M 0.04% -248 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,137 shares; 2024Q4: 11,864 shares; 2025Q1: 11,786 shares; 2025Q2: 11,891 shares; 2025Q3: 11,843 shares; 2025Q4: 11,821 shares 11,821 $1.15M 0.04% -22 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,328 shares; 2024Q4: 19,603 shares; 2025Q1: 20,229 shares; 2025Q2: 19,931 shares; 2025Q3: 19,931 shares; 2025Q4: 20,059 shares 20,059 $1.13M 0.04% +128 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,916 shares; 2024Q4: 39,206 shares; 2025Q1: 35,558 shares; 2025Q2: 33,078 shares; 2025Q3: 33,078 shares; 2025Q4: 31,341 shares 31,341 $1.13M 0.04% -1,737 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,423 shares; 2024Q4: 6,028 shares; 2025Q1: 6,165 shares; 2025Q2: 6,130 shares; 2025Q3: 6,117 shares; 2025Q4: 6,955 shares 6,955 $1.11M 0.04% +838 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,922 shares; 2024Q4: 4,922 shares; 2025Q1: 4,922 shares; 2025Q2: 4,860 shares; 2025Q3: 4,588 shares; 2025Q4: 4,508 shares 4,508 $1.11M 0.04% -80 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,544 shares; 2024Q4: 65,596 shares; 2025Q1: 44,837 shares; 2025Q2: 33,537 shares; 2025Q3: 28,816 shares; 2025Q4: 29,170 shares 29,170 $1.08M 0.04% +354 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 739 shares; 2025Q1: 718 shares; 2025Q2: 7,180 shares; 2025Q3: 7,030 shares; 2025Q4: 6,763 shares 6,763 $1.04M 0.03% -267 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,667 shares; 2024Q4: 9,811 shares; 2025Q1: 8,660 shares; 2025Q2: 8,594 shares; 2025Q3: 8,594 shares; 2025Q4: 8,594 shares 8,594 $1.03M 0.03% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,917 shares; 2024Q4: 147,052 shares; 2025Q1: 155,813 shares; 2025Q2: 147,160 shares; 2025Q3: 50,685 shares; 2025Q4: 25,287 shares 25,287 $1.03M 0.03% -25,398 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,147 shares; 2024Q4: 13,303 shares; 2025Q1: 12,618 shares; 2025Q2: 12,211 shares; 2025Q3: 11,646 shares; 2025Q4: 11,551 shares 11,551 $1.02M 0.03% -95 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,340 shares; 2024Q4: 10,793 shares; 2025Q1: 10,668 shares; 2025Q2: 10,533 shares; 2025Q3: 10,053 shares; 2025Q4: 9,227 shares 9,227 $1.02M 0.03% -826 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,869 shares; 2024Q4: 9,040 shares; 2025Q1: 10,005 shares; 2025Q2: 10,169 shares; 2025Q3: 10,150 shares; 2025Q4: 10,175 shares 10,175 $968K 0.03% +25 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,020 shares; 2024Q4: 18,888 shares; 2025Q1: 20,239 shares; 2025Q2: 20,658 shares; 2025Q3: 20,604 shares; 2025Q4: 21,031 shares 21,031 $967K 0.03% +427 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,906 shares; 2024Q4: 25,895 shares; 2025Q1: 25,586 shares; 2025Q2: 25,124 shares; 2025Q3: 25,865 shares; 2025Q4: 22,739 shares 22,739 $914K 0.03% -3,126 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,531 shares; 2024Q4: 19,971 shares; 2025Q1: 19,896 shares; 2025Q2: 19,211 shares; 2025Q3: 19,139 shares; 2025Q4: 19,139 shares 19,139 $890K 0.03% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,010 shares; 2025Q1: 2,867 shares; 2025Q2: 2,873 shares; 2025Q3: 2,867 shares; 2025Q4: 2,867 shares 2,867 $889K 0.03% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,709 shares; 2024Q4: 5,679 shares; 2025Q1: 5,679 shares; 2025Q2: 5,630 shares; 2025Q3: 5,561 shares; 2025Q4: 5,504 shares 5,504 $876K 0.03% -57 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 1,323 shares; 2025Q1: 1,904 shares; 2025Q2: 1,904 shares; 2025Q3: 1,892 shares; 2025Q4: 1,827 shares 1,827 $865K 0.03% -65 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,360 shares; 2024Q4: 5,189 shares; 2025Q1: 5,189 shares; 2025Q2: 8,094 shares; 2025Q3: 8,568 shares; 2025Q4: 8,784 shares 8,784 $844K 0.03% +216 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,999 shares 9,999 $816K 0.03% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,226 shares; 2025Q1: 1,226 shares; 2025Q2: 1,226 shares; 2025Q3: 1,320 shares; 2025Q4: 1,278 shares 1,278 $785K 0.03% -42 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,821 shares; 2024Q4: 6,821 shares; 2025Q1: 6,924 shares; 2025Q2: 6,921 shares; 2025Q3: 7,891 shares; 2025Q4: 7,845 shares 7,845 $784K 0.03% -46 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 5,020 shares; 2025Q1: 5,025 shares; 2025Q2: 5,025 shares; 2025Q3: 5,020 shares; 2025Q4: 5,020 shares 5,020 $759K 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,440 shares; 2024Q4: 10,116 shares; 2025Q1: 10,412 shares; 2025Q2: 10,382 shares; 2025Q3: 10,316 shares; 2025Q4: 9,961 shares 9,961 $734K 0.02% -355 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,011 shares; 2024Q4: 7,673 shares; 2025Q1: 7,673 shares; 2025Q2: 7,657 shares; 2025Q3: 7,553 shares; 2025Q4: 7,553 shares 7,553 $727K 0.02% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,114 shares; 2024Q4: 10,913 shares; 2025Q1: 11,913 shares; 2025Q2: 11,490 shares; 2025Q3: 11,049 shares; 2025Q4: 10,991 shares 10,991 $725K 0.02% -58 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,628 shares; 2024Q4: 14,274 shares; 2025Q1: 13,885 shares; 2025Q2: 13,810 shares; 2025Q3: 13,660 shares; 2025Q4: 13,507 shares 13,507 $715K 0.02% -153 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,618 shares; 2024Q4: 3,618 shares; 2025Q1: 3,488 shares; 2025Q2: 3,073 shares; 2025Q3: 3,263 shares; 2025Q4: 3,223 shares 3,223 $700K 0.02% -40 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,288 shares; 2024Q4: 16,828 shares; 2025Q1: 13,400 shares; 2025Q2: 12,777 shares; 2025Q3: 12,769 shares; 2025Q4: 12,654 shares 12,654 $693K 0.02% -115 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,497 shares; 2024Q4: 12,977 shares; 2025Q1: 13,634 shares; 2025Q2: 14,678 shares; 2025Q3: 14,980 shares; 2025Q4: 15,463 shares 15,463 $690K 0.02% +483 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,090 shares; 2024Q4: 4,903 shares; 2025Q1: 4,903 shares; 2025Q2: 4,951 shares; 2025Q3: 4,951 shares; 2025Q4: 4,951 shares 4,951 $678K 0.02% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,655 shares; 2025Q2: 5,633 shares; 2025Q3: 5,175 shares; 2025Q4: 4,542 shares 4,542 $652K 0.02% -633 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,956 shares; 2024Q4: 22,956 shares; 2025Q1: 22,956 shares; 2025Q2: 22,956 shares; 2025Q3: 14,956 shares; 2025Q4: 7,500 shares 7,500 $652K 0.02% -7,456 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,495 shares; 2024Q4: 12,367 shares; 2025Q1: 12,480 shares; 2025Q2: 12,938 shares; 2025Q3: 12,416 shares; 2025Q4: 12,022 shares 12,022 $647K 0.02% -394 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,112 shares; 2024Q4: 12,862 shares; 2025Q1: 12,861 shares; 2025Q2: 12,775 shares; 2025Q3: 12,614 shares; 2025Q4: 12,213 shares 12,213 $645K 0.02% -401 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,799 shares; 2025Q3: 20,097 shares; 2025Q4: 20,097 shares 20,097 $636K 0.02% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 3,343 shares; 2025Q1: 2,993 shares; 2025Q2: 3,031 shares; 2025Q3: 3,011 shares; 2025Q4: 3,001 shares 3,001 $634K 0.02% -10 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,866 shares; 2024Q4: 18,553 shares; 2025Q1: 19,559 shares; 2025Q2: 19,632 shares; 2025Q3: 23,866 shares; 2025Q4: 25,274 shares 25,274 $628K 0.02% +1,408 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,728 shares; 2024Q4: 4,518 shares; 2025Q1: 4,240 shares; 2025Q2: 4,314 shares; 2025Q3: 4,314 shares; 2025Q4: 4,314 shares 4,314 $608K 0.02% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,547 shares; 2024Q4: 12,751 shares; 2025Q1: 12,565 shares; 2025Q2: 12,087 shares; 2025Q3: 11,513 shares; 2025Q4: 10,990 shares 10,990 $607K 0.02% -523 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,882 shares; 2024Q4: 2,353 shares; 2025Q1: 2,408 shares; 2025Q2: 3,414 shares; 2025Q3: 3,273 shares; 2025Q4: 4,793 shares 4,793 $603K 0.02% +1,520 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,957 shares; 2024Q4: 7,355 shares; 2025Q1: 7,593 shares; 2025Q2: 8,088 shares; 2025Q3: 8,084 shares; 2025Q4: 10,230 shares 10,230 $601K 0.02% +2,146 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,002 shares; 2025Q3: 6,177 shares; 2025Q4: 6,177 shares 6,177 $580K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,042 shares; 2024Q4: 24,608 shares; 2025Q1: 19,872 shares; 2025Q2: 14,692 shares; 2025Q3: 11,251 shares; 2025Q4: 9,756 shares 9,756 $572K 0.02% -1,495 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,302 shares; 2024Q4: 3,651 shares; 2025Q1: 3,492 shares; 2025Q2: 2,908 shares; 2025Q3: 2,896 shares; 2025Q4: 2,896 shares 2,896 $561K 0.02% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,972 shares; 2025Q1: 22,972 shares; 2025Q2: 19,487 shares; 2025Q3: 19,487 shares; 2025Q4: 16,516 shares 16,516 $558K 0.02% -2,971 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,967 shares; 2024Q4: 2,801 shares; 2025Q1: 2,801 shares; 2025Q2: 2,311 shares; 2025Q3: 2,215 shares; 2025Q4: 2,150 shares 2,150 $558K 0.02% -65 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,391 shares; 2024Q4: 6,515 shares; 2025Q1: 6,515 shares; 2025Q2: 6,835 shares; 2025Q3: 6,835 shares; 2025Q4: 7,663 shares 7,663 $549K 0.02% +828 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,628 shares; 2024Q4: 5,310 shares; 2025Q1: 4,170 shares; 2025Q2: 4,229 shares; 2025Q3: 3,482 shares; 2025Q4: 3,512 shares 3,512 $544K 0.02% +30 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 2,230 shares; 2025Q1: 2,048 shares; 2025Q2: 2,061 shares; 2025Q3: 2,055 shares; 2025Q4: 2,004 shares 2,004 $543K 0.02% -51 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 919 shares; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 899 shares 899 $542K 0.02% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,163 shares; 2024Q4: 2,645 shares; 2025Q1: 2,020 shares; 2025Q2: 1,808 shares; 2025Q3: 1,808 shares; 2025Q4: 1,808 shares 1,808 $539K 0.02% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,259 shares; 2024Q4: 9,109 shares; 2025Q1: 8,817 shares; 2025Q2: 7,943 shares; 2025Q3: 7,943 shares; 2025Q4: 7,943 shares 7,943 $533K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,000 shares; 2025Q1: 23,889 shares; 2025Q2: 20,043 shares; 2025Q3: 21,715 shares; 2025Q4: 20,043 shares 20,043 $531K 0.02% -1,672 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,522 shares; 2025Q3: 7,811 shares; 2025Q4: 10,086 shares 10,086 $529K 0.02% +2,275 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,248 shares; 2025Q3: 2,242 shares; 2025Q4: 2,167 shares 2,167 $525K 0.02% -75 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,552 shares; 2025Q1: 1,360 shares; 2025Q2: 1,330 shares; 2025Q3: 1,324 shares; 2025Q4: 1,324 shares 1,324 $522K 0.02% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 4,155 shares; 2025Q1: 3,455 shares; 2025Q2: 3,297 shares; 2025Q3: 3,329 shares; 2025Q4: 3,270 shares 3,270 $507K 0.02% -59 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,891 shares; 2024Q4: 5,413 shares; 2025Q1: 5,218 shares; 2025Q2: 3,684 shares; 2025Q3: 3,660 shares; 2025Q4: 3,766 shares 3,766 $503K 0.02% +106 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 16,100 shares; 2025Q1: 16,100 shares; 2025Q2: 16,100 shares; 2025Q3: 16,100 shares; 2025Q4: 16,100 shares 16,100 $498K 0.02% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,333 shares; 2024Q4: 5,470 shares; 2025Q1: 5,791 shares; 2025Q2: 6,141 shares; 2025Q3: 6,284 shares; 2025Q4: 6,190 shares 6,190 $494K 0.02% -94 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,350 shares; 2025Q1: 23,350 shares; 2025Q2: 15,933 shares; 2025Q3: 16,263 shares; 2025Q4: 16,263 shares 16,263 $491K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,224 shares; 2024Q4: 4,224 shares; 2025Q1: 5,506 shares; 2025Q2: 5,461 shares; 2025Q3: 5,331 shares; 2025Q4: 5,131 shares 5,131 $490K 0.02% -200 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,060 shares; 2025Q2: 10,910 shares; 2025Q3: 11,340 shares; 2025Q4: 10,570 shares 10,570 $485K 0.02% -770 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,960 shares 9,960 $484K 0.02% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,770 shares; 2025Q1: 1,807 shares; 2025Q2: 1,820 shares; 2025Q3: 1,697 shares; 2025Q4: 1,957 shares 1,957 $482K 0.02% +260 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,507 shares; 2025Q1: 32,507 shares; 2025Q2: 21,655 shares; 2025Q3: 21,655 shares; 2025Q4: 21,433 shares 21,433 $480K 0.02% -222 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,275 shares; 2024Q4: 5,275 shares; 2025Q1: 5,275 shares; 2025Q2: 5,275 shares; 2025Q3: 5,275 shares; 2025Q4: 5,275 shares 5,275 $477K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,048 shares; 2025Q4: 1,048 shares 1,048 $466K 0.02% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 2,267 shares; 2025Q1: 2,073 shares; 2025Q2: 2,052 shares; 2025Q3: 1,994 shares; 2025Q4: 3,857 shares 3,857 $461K 0.01% +1,863 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,850 shares; 2025Q1: 20,850 shares; 2025Q2: 18,559 shares; 2025Q3: 18,763 shares; 2025Q4: 18,763 shares 18,763 $457K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: 4,220 shares; 2025Q2: 4,220 shares; 2025Q3: 4,220 shares; 2025Q4: 3,695 shares 3,695 $454K 0.01% -525 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,838 shares; 2024Q4: 7,838 shares; 2025Q1: not reported; 2025Q2: 5,048 shares; 2025Q3: 9,630 shares; 2025Q4: 9,630 shares 9,630 $451K 0.01% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,637 shares; 2024Q4: 16,394 shares; 2025Q1: 17,213 shares; 2025Q2: 16,350 shares; 2025Q3: 18,181 shares; 2025Q4: 19,030 shares 19,030 $445K 0.01% +849 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,326 shares; 2024Q4: 8,597 shares; 2025Q1: 9,754 shares; 2025Q2: 9,684 shares; 2025Q3: 9,250 shares; 2025Q4: 9,101 shares 9,101 $436K 0.01% -149 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,429 shares; 2025Q1: 1,753 shares; 2025Q2: 2,127 shares; 2025Q3: 2,168 shares; 2025Q4: 2,351 shares 2,351 $435K 0.01% +183 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 3,452 shares; 2025Q1: 3,420 shares; 2025Q2: 3,422 shares; 2025Q3: 3,422 shares; 2025Q4: 3,422 shares 3,422 $431K 0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,550 shares; 2024Q4: 12,555 shares; 2025Q1: 12,561 shares; 2025Q2: 12,087 shares; 2025Q3: 12,093 shares; 2025Q4: 11,664 shares 11,664 $423K 0.01% -429 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,143 shares; 2025Q1: 1,068 shares; 2025Q2: 1,141 shares; 2025Q3: 1,086 shares; 2025Q4: 1,054 shares 1,054 $418K 0.01% -32 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: 2,591 shares; 2025Q1: 2,593 shares; 2025Q2: 2,553 shares; 2025Q3: 2,478 shares; 2025Q4: 2,352 shares 2,352 $418K 0.01% -126 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,475 shares; 2025Q1: 1,021 shares; 2025Q2: 985 shares; 2025Q3: 785 shares; 2025Q4: 885 shares 885 $415K 0.01% +100 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,078 shares; 2024Q4: 4,628 shares; 2025Q1: 4,487 shares; 2025Q2: 4,319 shares; 2025Q3: 4,241 shares; 2025Q4: 4,142 shares 4,142 $413K 0.01% -99 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,008 shares 1,008 $386K 0.01% new Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,042 shares; 2025Q3: 5,784 shares; 2025Q4: 5,784 shares 5,784 $386K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,167 shares; 2024Q4: 4,942 shares; 2025Q1: 4,842 shares; 2025Q2: 4,861 shares; 2025Q3: 4,861 shares; 2025Q4: 4,861 shares 4,861 $384K 0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,595 shares; 2025Q1: 3,331 shares; 2025Q2: 3,331 shares; 2025Q3: 3,331 shares; 2025Q4: 3,331 shares 3,331 $379K 0.01% 0 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,665 shares; 2025Q2: 4,885 shares; 2025Q3: 4,885 shares; 2025Q4: 5,935 shares 5,935 $378K 0.01% +1,050 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,178 shares; 2024Q4: 2,138 shares; 2025Q1: 1,921 shares; 2025Q2: 1,821 shares; 2025Q3: 1,821 shares; 2025Q4: 1,711 shares 1,711 $372K 0.01% -110 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 606 shares; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 561 shares 561 $372K 0.01% -43 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,061 shares; 2025Q2: 4,061 shares; 2025Q3: 4,061 shares; 2025Q4: 4,402 shares 4,402 $357K 0.01% +341 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,612 shares; 2025Q1: 1,612 shares; 2025Q2: 1,618 shares; 2025Q3: 1,612 shares; 2025Q4: 1,612 shares 1,612 $350K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 1,477 shares; 2025Q1: 1,477 shares; 2025Q2: 1,235 shares; 2025Q3: 1,229 shares; 2025Q4: 1,205 shares 1,205 $348K 0.01% -24 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 1,646 shares; 2025Q1: 1,646 shares; 2025Q2: 1,651 shares; 2025Q3: 1,581 shares; 2025Q4: 1,581 shares 1,581 $347K 0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,154 shares; 2024Q4: 2,154 shares; 2025Q1: 2,105 shares; 2025Q2: 2,191 shares; 2025Q3: 2,117 shares; 2025Q4: 2,148 shares 2,148 $345K 0.01% +31 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,195 shares 1,195 $341K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,263 shares; 2024Q4: 8,263 shares; 2025Q1: 8,263 shares; 2025Q2: 8,611 shares; 2025Q3: 8,611 shares; 2025Q4: 8,611 shares 8,611 $337K 0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 1,457 shares; 2025Q1: 1,467 shares; 2025Q2: 1,454 shares; 2025Q3: 1,485 shares; 2025Q4: 1,485 shares 1,485 $310K 0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,272 shares; 2025Q4: 11,272 shares 11,272 $307K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,130 shares; 2024Q4: 3,130 shares; 2025Q1: 3,130 shares; 2025Q2: 3,130 shares; 2025Q3: 3,130 shares; 2025Q4: 3,130 shares 3,130 $306K 0.01% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,698 shares; 2024Q4: 4,773 shares; 2025Q1: 5,015 shares; 2025Q2: 5,112 shares; 2025Q3: 5,400 shares; 2025Q4: 6,098 shares 6,098 $302K 0.01% +698 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,810 shares; 2025Q1: 3,810 shares; 2025Q2: 3,810 shares; 2025Q3: 3,810 shares; 2025Q4: 4,079 shares 4,079 $300K 0.01% +269 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,181 shares; 2025Q4: 3,146 shares 3,146 $296K 0.01% -35 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,606 shares; 2024Q4: 3,606 shares; 2025Q1: 3,565 shares; 2025Q2: 3,568 shares; 2025Q3: 3,568 shares; 2025Q4: 3,389 shares 3,389 $289K 0.01% -179 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,655 shares; 2024Q4: 12,262 shares; 2025Q1: 6,562 shares; 2025Q2: not reported; 2025Q3: 4,532 shares; 2025Q4: 6,319 shares 6,319 $289K 0.01% +1,787 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 992 shares; 2025Q1: 992 shares; 2025Q2: 992 shares; 2025Q3: 992 shares; 2025Q4: 992 shares 992 $288K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,823 shares; 2025Q1: 1,532 shares; 2025Q2: 1,402 shares; 2025Q3: 1,393 shares; 2025Q4: 1,373 shares 1,373 $285K 0.01% -20 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,227 shares; 2025Q2: 3,072 shares; 2025Q3: 4,221 shares; 2025Q4: 4,221 shares 4,221 $283K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,414 shares; 2025Q2: 3,140 shares; 2025Q3: 2,960 shares; 2025Q4: 2,966 shares 2,966 $279K 0.01% +6 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 649 shares; 2025Q1: 557 shares; 2025Q2: 553 shares; 2025Q3: 608 shares; 2025Q4: 568 shares 568 $275K 0.01% -40 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,129 shares; 2025Q1: 1,129 shares; 2025Q2: 1,079 shares; 2025Q3: 1,049 shares; 2025Q4: 949 shares 949 $271K 0.01% -100 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 826 shares; 2025Q1: 824 shares; 2025Q2: 806 shares; 2025Q3: 907 shares; 2025Q4: 867 shares 867 $271K 0.01% -40 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,946 shares; 2025Q2: 5,050 shares; 2025Q3: 5,051 shares; 2025Q4: 5,642 shares 5,642 $270K 0.01% +591 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: not reported; 2025Q1: 1,817 shares; 2025Q2: not reported; 2025Q3: 1,651 shares; 2025Q4: 1,651 shares 1,651 $269K 0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,996 shares; 2024Q4: 21,696 shares; 2025Q1: 17,339 shares; 2025Q2: 14,503 shares; 2025Q3: 11,558 shares; 2025Q4: 10,235 shares 10,235 $267K 0.01% -1,323 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 505 shares; 2025Q1: 521 shares; 2025Q2: 525 shares; 2025Q3: 521 shares; 2025Q4: 507 shares 507 $265K 0.01% -14 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,044 shares; 2025Q1: not reported; 2025Q2: 2,044 shares; 2025Q3: 2,044 shares; 2025Q4: 2,044 shares 2,044 $264K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 618 shares; 2025Q1: not reported; 2025Q2: 468 shares; 2025Q3: 382 shares; 2025Q4: 382 shares 382 $258K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,992 shares; 2024Q4: 4,992 shares; 2025Q1: 5,052 shares; 2025Q2: 5,358 shares; 2025Q3: 5,358 shares; 2025Q4: 5,358 shares 5,358 $256K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,242 shares; 2024Q4: 2,758 shares; 2025Q1: 2,758 shares; 2025Q2: 2,016 shares; 2025Q3: 2,016 shares; 2025Q4: 2,016 shares 2,016 $254K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,011 shares; 2024Q4: 13,011 shares; 2025Q1: 13,011 shares; 2025Q2: 13,011 shares; 2025Q3: 13,011 shares; 2025Q4: 13,011 shares 13,011 $251K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: not reported; 2025Q4: 1,200 shares 1,200 $247K 0.01% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 292 shares 292 $240K 0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,743 shares; 2025Q1: 1,721 shares; 2025Q2: 1,175 shares; 2025Q3: 1,025 shares; 2025Q4: 810 shares 810 $234K 0.01% -215 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,875 shares 1,875 $231K 0.01% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 2,853 shares; 2025Q1: 2,853 shares; 2025Q2: 7,653 shares; 2025Q3: 6,888 shares; 2025Q4: 2,763 shares 2,763 $229K 0.01% -4,125 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,046 shares; 2025Q4: 1,400 shares 1,400 $228K 0.01% +354 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,723 shares; 2025Q2: 1,488 shares; 2025Q3: 1,488 shares; 2025Q4: 1,518 shares 1,518 $226K 0.01% +30 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,904 shares; 2024Q4: 17,769 shares; 2025Q1: 17,769 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,785 shares 8,785 $225K 0.01% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,020 shares; 2024Q4: 4,830 shares; 2025Q1: 4,830 shares; 2025Q2: 4,830 shares; 2025Q3: 4,830 shares; 2025Q4: 4,700 shares 4,700 $224K 0.01% -130 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,227 shares 3,227 $224K 0.01% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares 400 $221K 0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,594 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares 2,594 $217K 0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 1,790 shares; 2025Q1: 1,848 shares; 2025Q2: 1,849 shares; 2025Q3: 1,689 shares; 2025Q4: 1,590 shares 1,590 $211K 0.01% -99 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,100 shares; 2025Q2: not reported; 2025Q3: 2,288 shares; 2025Q4: 4,606 shares 4,606 $206K 0.01% +2,318 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,215 shares 1,215 $205K 0.01% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,289 shares 2,289 $205K 0.01% new Timeline