SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,849,522 shares; 2024Q4: 6,131,572 shares; 2025Q1: 6,027,021 shares; 2025Q2: 5,821,759 shares 5,821,759 $129M 11.92% -205,262 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640,929 shares; 2024Q4: 649,499 shares; 2025Q1: 655,541 shares; 2025Q2: 672,510 shares 672,510 $119M 11.01% +16,969 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,847 shares; 2024Q4: 220,174 shares; 2025Q1: 231,567 shares; 2025Q2: 228,602 shares 228,602 $100M 9.29% -2,965 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012,464 shares; 2024Q4: 991,019 shares; 2025Q1: 989,736 shares; 2025Q2: 1,002,142 shares 1,002,142 $59.9M 5.55% +12,406 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,851 shares; 2024Q4: 518,171 shares; 2025Q1: 516,583 shares; 2025Q2: 522,566 shares 522,566 $43.3M 4.01% +5,983 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,691 shares; 2024Q4: 437,849 shares; 2025Q1: 437,311 shares; 2025Q2: 442,181 shares 442,181 $35.2M 3.26% +4,870 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715,698 shares; 2024Q4: 1,391,700 shares; 2025Q1: 1,374,561 shares; 2025Q2: 1,396,128 shares 1,396,128 $34M 3.15% +21,567 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 671,833 shares; 2024Q4: 671,368 shares; 2025Q1: 679,572 shares; 2025Q2: 669,800 shares 669,800 $33.1M 3.07% -9,772 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,307 shares; 2024Q4: 336,019 shares; 2025Q1: 344,820 shares; 2025Q2: 337,031 shares 337,031 $28.1M 2.61% -7,789 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,161 shares; 2024Q4: 526,468 shares; 2025Q1: 546,609 shares; 2025Q2: 519,837 shares 519,837 $27.2M 2.52% -26,772 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,428 shares; 2024Q4: 135,722 shares; 2025Q1: 134,050 shares; 2025Q2: 131,183 shares 131,183 $26.9M 2.49% -2,867 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,105 shares; 2024Q4: 270,929 shares; 2025Q1: 277,599 shares; 2025Q2: 265,168 shares 265,168 $25.3M 2.34% -12,431 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,287 shares; 2024Q4: 250,700 shares; 2025Q1: 269,163 shares; 2025Q2: 285,410 shares 285,410 $22.8M 2.11% +16,247 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,274 shares; 2024Q4: 334,178 shares; 2025Q1: 286,072 shares; 2025Q2: 276,413 shares 276,413 $18.1M 1.68% -9,659 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,379 shares; 2024Q4: 27,331 shares; 2025Q1: 26,709 shares; 2025Q2: 26,634 shares 26,634 $17.7M 1.64% -75 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,089 shares; 2024Q4: 597,355 shares; 2025Q1: 612,379 shares; 2025Q2: 624,804 shares 624,804 $15.4M 1.43% +12,425 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,693 shares; 2024Q4: 143,932 shares; 2025Q1: 146,425 shares; 2025Q2: 143,333 shares 143,333 $15.2M 1.41% -3,092 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,229 shares; 2024Q4: 483,041 shares; 2025Q1: 485,763 shares; 2025Q2: 439,760 shares 439,760 $14.4M 1.33% -46,003 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,265 shares; 2024Q4: 27,876 shares; 2025Q1: 27,092 shares; 2025Q2: 26,155 shares 26,155 $13M 1.21% -937 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,955 shares; 2024Q4: 75,612 shares; 2025Q1: 74,718 shares; 2025Q2: 75,576 shares 75,576 $11.9M 1.11% +858 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,142 shares; 2024Q4: 112,660 shares; 2025Q1: 106,284 shares; 2025Q2: 191,871 shares 191,871 $9.41M 0.87% +85,587 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,031 shares; 2024Q4: 134,730 shares; 2025Q1: 133,460 shares; 2025Q2: 125,292 shares 125,292 $7.52M 0.7% -8,168 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,046 shares; 2024Q4: 32,987 shares; 2025Q1: 32,576 shares; 2025Q2: 32,809 shares 32,809 $7.2M 0.67% +233 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,673 shares; 2024Q4: 118,145 shares; 2025Q1: 129,935 shares; 2025Q2: 125,158 shares 125,158 $7.14M 0.66% -4,777 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,653 shares; 2024Q4: 103,316 shares; 2025Q1: 108,769 shares; 2025Q2: 66,450 shares 66,450 $6.94M 0.64% -42,319 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,630 shares; 2024Q4: 27,581 shares; 2025Q1: 27,029 shares; 2025Q2: 23,882 shares 23,882 $6.92M 0.64% -3,147 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,450 shares; 2024Q4: 59,315 shares; 2025Q1: 59,315 shares; 2025Q2: 58,307 shares 58,307 $6.05M 0.56% -1,008 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,061 shares; 2024Q4: 32,917 shares; 2025Q1: 33,046 shares; 2025Q2: 32,922 shares 32,922 $5.8M 0.54% -124 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,429 shares; 2024Q4: 20,594 shares; 2025Q1: 20,609 shares; 2025Q2: 20,473 shares 20,473 $5.64M 0.52% -136 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,768 shares; 2024Q4: 29,501 shares; 2025Q1: 30,453 shares; 2025Q2: 26,901 shares 26,901 $5.25M 0.49% -3,552 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,864 shares; 2024Q4: 44,868 shares; 2025Q1: 49,037 shares; 2025Q2: 47,128 shares 47,128 $5.17M 0.48% -1,909 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,381 shares; 2024Q4: 6,345 shares; 2025Q1: 6,336 shares; 2025Q2: 6,297 shares 6,297 $4.91M 0.45% -39 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,606 shares; 2024Q4: 67,649 shares; 2025Q1: 65,524 shares; 2025Q2: 66,470 shares 66,470 $4.64M 0.43% +946 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,756 shares; 2024Q4: 37,819 shares; 2025Q1: 36,947 shares; 2025Q2: 37,642 shares 37,642 $4.41M 0.41% +695 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,971 shares; 2024Q4: 87,724 shares; 2025Q1: 86,384 shares; 2025Q2: 84,842 shares 84,842 $4.32M 0.4% -1,542 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,614 shares; 2024Q4: 9,414 shares; 2025Q1: 8,894 shares; 2025Q2: 8,620 shares 8,620 $4.19M 0.39% -274 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,123 shares; 2024Q4: 25,123 shares; 2025Q1: 25,123 shares; 2025Q2: 77,938 shares 77,938 $4M 0.37% +52,815 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,139 shares; 2024Q4: 154,347 shares; 2025Q1: 161,504 shares; 2025Q2: 84,423 shares 84,423 $3.84M 0.36% -77,081 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,944 shares; 2024Q4: 72,687 shares; 2025Q1: 72,961 shares; 2025Q2: 72,074 shares 72,074 $3.77M 0.35% -887 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,817 shares; 2024Q4: 131,270 shares; 2025Q1: 127,470 shares; 2025Q2: 128,257 shares 128,257 $3.75M 0.35% +787 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,091 shares; 2024Q4: 17,987 shares; 2025Q1: 17,111 shares; 2025Q2: 17,081 shares 17,081 $3.71M 0.34% -30 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,500 shares; 2024Q4: 29,162 shares; 2025Q1: 27,801 shares; 2025Q2: 27,359 shares 27,359 $3.69M 0.34% -442 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,799 shares; 2024Q4: 39,675 shares; 2025Q1: 38,941 shares; 2025Q2: 38,420 shares 38,420 $3.61M 0.33% -521 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,719 shares; 2024Q4: 48,728 shares; 2025Q1: 48,508 shares; 2025Q2: 47,954 shares 47,954 $3.57M 0.33% -554 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,486 shares; 2024Q4: 121,458 shares; 2025Q1: 121,458 shares; 2025Q2: 126,913 shares 126,913 $3.51M 0.33% +5,455 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,269 shares; 2024Q4: 6,119 shares; 2025Q1: 6,144 shares; 2025Q2: 6,179 shares 6,179 $3.41M 0.32% +35 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,165 shares; 2024Q4: 107,023 shares; 2025Q1: 106,144 shares; 2025Q2: 110,236 shares 110,236 $3.32M 0.31% +4,092 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,897 shares; 2024Q4: 4,933 shares; 2025Q1: 5,047 shares; 2025Q2: 5,016 shares 5,016 $3.1M 0.29% -31 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,984 shares; 2024Q4: 18,965 shares; 2025Q1: 18,953 shares; 2025Q2: 18,495 shares 18,495 $2.95M 0.27% -458 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,830 shares; 2024Q4: 34,824 shares; 2025Q1: 34,756 shares; 2025Q2: 34,355 shares 34,355 $2.94M 0.27% -401 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 3,186 shares; 2025Q1: 3,184 shares; 2025Q2: 3,712 shares 3,712 $2.8M 0.26% +528 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,240 shares; 2024Q4: 10,170 shares; 2025Q1: 9,873 shares; 2025Q2: 9,808 shares 9,808 $2.75M 0.25% -65 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,795 shares; 2024Q4: 4,696 shares; 2025Q1: 7,340 shares; 2025Q2: 8,678 shares 8,678 $2.64M 0.24% +1,338 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,125 shares; 2024Q4: 24,135 shares; 2025Q1: 23,808 shares; 2025Q2: 23,815 shares 23,815 $2.57M 0.24% +7 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,706 shares; 2024Q4: 32,529 shares; 2025Q1: 36,676 shares; 2025Q2: 36,697 shares 36,697 $2.54M 0.23% +21 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,424 shares; 2024Q4: 36,435 shares; 2025Q1: 35,582 shares; 2025Q2: 35,594 shares 35,594 $2.44M 0.23% +12 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,122 shares; 2024Q4: 29,412 shares; 2025Q1: 27,652 shares; 2025Q2: 26,828 shares 26,828 $2.39M 0.22% -824 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,803 shares; 2024Q4: 36,133 shares; 2025Q1: 34,714 shares; 2025Q2: 34,593 shares 34,593 $2.33M 0.22% -121 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,506 shares; 2024Q4: 12,041 shares; 2025Q1: 12,032 shares; 2025Q2: 12,032 shares 12,032 $2.23M 0.21% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,152 shares; 2024Q4: 48,858 shares; 2025Q1: 48,247 shares; 2025Q2: 46,495 shares 46,495 $2.22M 0.21% -1,752 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,265 shares; 2024Q4: 8,160 shares; 2025Q1: 7,649 shares; 2025Q2: 7,548 shares 7,548 $2.21M 0.2% -101 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,919 shares; 2024Q4: 12,920 shares; 2025Q1: 12,920 shares; 2025Q2: 13,194 shares 13,194 $1.97M 0.18% +274 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,261 shares; 2024Q4: 12,169 shares; 2025Q1: 12,714 shares; 2025Q2: 10,958 shares 10,958 $1.94M 0.18% -1,756 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,760 shares; 2024Q4: 8,066 shares; 2025Q1: 8,361 shares; 2025Q2: 8,472 shares 8,472 $1.92M 0.18% +111 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,296 shares; 2024Q4: 11,177 shares; 2025Q1: 11,039 shares; 2025Q2: 11,164 shares 11,164 $1.91M 0.18% +125 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,352 shares; 2025Q1: 2,367 shares; 2025Q2: 2,569 shares 2,569 $1.9M 0.18% +202 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,852 shares; 2024Q4: 27,133 shares; 2025Q1: 23,786 shares; 2025Q2: 23,612 shares 23,612 $1.87M 0.17% -174 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,389 shares; 2024Q4: 29,931 shares; 2025Q1: 29,826 shares; 2025Q2: 23,350 shares 23,350 $1.81M 0.17% -6,476 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 2,818 shares; 2025Q1: 2,823 shares; 2025Q2: 2,830 shares 2,830 $1.76M 0.16% +7 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,441 shares; 2024Q4: 12,438 shares; 2025Q1: 11,741 shares; 2025Q2: 11,376 shares 11,376 $1.74M 0.16% -365 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,588 shares; 2024Q4: 5,172 shares; 2025Q1: 5,116 shares; 2025Q2: 5,603 shares 5,603 $1.71M 0.16% +487 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 3,327 shares; 2025Q1: 3,257 shares; 2025Q2: 3,614 shares 3,614 $1.67M 0.16% +357 Timeline FLEE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,985 shares; 2024Q4: 48,985 shares; 2025Q1: 48,985 shares; 2025Q2: 48,895 shares 48,895 $1.64M 0.15% -90 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,085 shares; 2024Q4: 6,990 shares; 2025Q1: 6,985 shares; 2025Q2: 6,988 shares 6,988 $1.61M 0.15% +3 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,944 shares; 2024Q4: 2,984 shares; 2025Q1: 2,984 shares; 2025Q2: 2,833 shares 2,833 $1.59M 0.15% -151 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,798 shares; 2024Q4: 23,533 shares; 2025Q1: 22,581 shares; 2025Q2: 22,472 shares 22,472 $1.59M 0.15% -109 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,903 shares; 2024Q4: 11,903 shares; 2025Q1: 10,654 shares; 2025Q2: 10,654 shares 10,654 $1.57M 0.15% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,055 shares; 2024Q4: 5,518 shares; 2025Q1: 5,289 shares; 2025Q2: 5,234 shares 5,234 $1.54M 0.14% -55 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares 2 $1.46M 0.14% 0 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,784 shares; 2024Q4: 75,516 shares; 2025Q1: 69,911 shares; 2025Q2: 69,911 shares 69,911 $1.43M 0.13% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,364 shares; 2024Q4: 14,380 shares; 2025Q1: 13,322 shares; 2025Q2: 14,268 shares 14,268 $1.4M 0.13% +946 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,872 shares; 2024Q4: 14,872 shares; 2025Q1: 14,872 shares; 2025Q2: 14,872 shares 14,872 $1.37M 0.13% 0 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,430 shares; 2024Q4: 17,430 shares; 2025Q1: 17,344 shares; 2025Q2: 17,344 shares 17,344 $1.37M 0.13% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,789 shares; 2024Q4: 4,806 shares; 2025Q1: 4,789 shares; 2025Q2: 4,789 shares 4,789 $1.37M 0.13% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,399 shares; 2024Q4: 11,082 shares; 2025Q1: 10,422 shares; 2025Q2: 10,311 shares 10,311 $1.36M 0.13% -111 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,333 shares; 2024Q4: 11,672 shares; 2025Q1: 14,555 shares; 2025Q2: 23,073 shares 23,073 $1.35M 0.13% +8,518 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,974 shares; 2024Q4: 13,658 shares; 2025Q1: 12,785 shares; 2025Q2: 12,783 shares 12,783 $1.33M 0.12% -2 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,126 shares; 2024Q4: 6,828 shares; 2025Q1: 7,567 shares; 2025Q2: 7,142 shares 7,142 $1.31M 0.12% -425 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,877 shares; 2024Q4: 6,883 shares; 2025Q1: 6,883 shares; 2025Q2: 6,877 shares 6,877 $1.28M 0.12% -6 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,799 shares; 2024Q4: 10,721 shares; 2025Q1: 9,522 shares; 2025Q2: 9,542 shares 9,542 $1.27M 0.12% +20 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,049 shares; 2024Q4: 4,079 shares; 2025Q1: 3,957 shares; 2025Q2: 3,971 shares 3,971 $1.26M 0.12% +14 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,162 shares; 2025Q1: 1,154 shares; 2025Q2: 1,143 shares 1,143 $1.2M 0.11% -11 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 885 shares; 2025Q1: 898 shares; 2025Q2: 886 shares 886 $1.19M 0.11% -12 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 3,373 shares; 2025Q1: 3,373 shares; 2025Q2: 3,373 shares 3,373 $1.15M 0.11% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,615 shares; 2024Q4: 4,618 shares; 2025Q1: 4,620 shares; 2025Q2: 4,513 shares 4,513 $1.14M 0.11% -107 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,743 shares; 2024Q4: 12,743 shares; 2025Q1: 12,717 shares; 2025Q2: 12,717 shares 12,717 $1.14M 0.11% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,276 shares; 2025Q1: 1,131 shares; 2025Q2: 1,133 shares 1,133 $1.12M 0.1% +2 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,531 shares; 2024Q4: 16,531 shares; 2025Q1: 16,531 shares; 2025Q2: 16,531 shares 16,531 $1.09M 0.1% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,311 shares; 2024Q4: 15,825 shares; 2025Q1: 13,458 shares; 2025Q2: 13,264 shares 13,264 $1.09M 0.1% -194 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,399 shares; 2024Q4: 7,637 shares; 2025Q1: 7,247 shares; 2025Q2: 7,358 shares 7,358 $1.05M 0.1% +111 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,040 shares; 2025Q1: 2,981 shares; 2025Q2: 2,797 shares 2,797 $1.03M 0.1% -184 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,376 shares; 2024Q4: 8,376 shares; 2025Q1: 8,373 shares; 2025Q2: 7,521 shares 7,521 $1.02M 0.09% -852 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,895 shares; 2024Q4: 3,925 shares; 2025Q1: 3,925 shares; 2025Q2: 3,925 shares 3,925 $1.01M 0.09% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,357 shares; 2024Q4: 28,786 shares; 2025Q1: 28,786 shares; 2025Q2: 28,786 shares 28,786 $993K 0.09% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,264 shares; 2024Q4: 41,664 shares; 2025Q1: 39,867 shares; 2025Q2: 37,321 shares 37,321 $988K 0.09% -2,546 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,686 shares; 2024Q4: 15,686 shares; 2025Q1: 15,391 shares; 2025Q2: 15,391 shares 15,391 $984K 0.09% 0 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,927 shares; 2024Q4: 24,847 shares; 2025Q1: 23,210 shares; 2025Q2: 23,210 shares 23,210 $978K 0.09% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 3,520 shares; 2025Q1: 3,468 shares; 2025Q2: 3,468 shares 3,468 $968K 0.09% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,755 shares; 2025Q1: 2,755 shares; 2025Q2: 2,700 shares 2,700 $958K 0.09% -55 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,658 shares; 2024Q4: 13,052 shares; 2025Q1: 12,467 shares; 2025Q2: 12,449 shares 12,449 $864K 0.08% -18 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,361 shares; 2024Q4: 3,174 shares; 2025Q1: 3,102 shares; 2025Q2: 3,052 shares 3,052 $841K 0.08% -50 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,119 shares 2,119 $838K 0.08% -181 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,693 shares; 2024Q4: 5,565 shares; 2025Q1: 6,035 shares; 2025Q2: 6,182 shares 6,182 $835K 0.08% +147 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,137 shares; 2024Q4: 8,928 shares; 2025Q1: 8,928 shares; 2025Q2: 8,928 shares 8,928 $812K 0.08% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 1,301 shares; 2025Q1: 1,301 shares; 2025Q2: 1,421 shares 1,421 $807K 0.07% +120 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,183 shares; 2024Q4: 7,245 shares; 2025Q1: 5,525 shares; 2025Q2: 5,506 shares 5,506 $804K 0.07% -19 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 1,143 shares; 2025Q1: 1,135 shares; 2025Q2: 1,121 shares 1,121 $793K 0.07% -14 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,335 shares; 2024Q4: 6,335 shares; 2025Q1: 6,335 shares; 2025Q2: 6,101 shares 6,101 $777K 0.07% -234 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,647 shares; 2024Q4: 17,647 shares; 2025Q1: 17,288 shares; 2025Q2: 17,016 shares 17,016 $771K 0.07% -272 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,943 shares; 2024Q4: 7,943 shares; 2025Q1: 7,943 shares; 2025Q2: 8,551 shares 8,551 $771K 0.07% +608 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,961 shares; 2024Q4: 2,958 shares; 2025Q1: 2,958 shares; 2025Q2: 2,951 shares 2,951 $733K 0.07% -7 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,006 shares; 2024Q4: 5,490 shares; 2025Q1: 5,443 shares; 2025Q2: 5,441 shares 5,441 $725K 0.07% -2 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,665 shares; 2024Q4: 7,821 shares; 2025Q1: 7,657 shares; 2025Q2: 7,742 shares 7,742 $695K 0.06% +85 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,383 shares; 2024Q4: 4,422 shares; 2025Q1: 4,422 shares; 2025Q2: 10,144 shares 10,144 $682K 0.06% +5,722 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,660 shares; 2024Q4: 11,671 shares; 2025Q1: 11,650 shares; 2025Q2: 10,915 shares 10,915 $677K 0.06% -735 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,057 shares; 2024Q4: 3,007 shares; 2025Q1: 2,998 shares; 2025Q2: 2,998 shares 2,998 $665K 0.06% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,493 shares; 2024Q4: 3,517 shares; 2025Q1: 3,493 shares; 2025Q2: 2,257 shares 2,257 $658K 0.06% -1,236 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,446 shares; 2024Q4: 9,446 shares; 2025Q1: 9,446 shares; 2025Q2: 9,446 shares 9,446 $649K 0.06% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,522 shares; 2024Q4: 3,522 shares; 2025Q1: 3,522 shares; 2025Q2: 3,522 shares 3,522 $640K 0.06% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,173 shares; 2024Q4: 6,192 shares; 2025Q1: 6,229 shares; 2025Q2: 4,850 shares 4,850 $623K 0.06% -1,379 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 4,327 shares; 2025Q1: 4,479 shares; 2025Q2: 4,297 shares 4,297 $610K 0.06% -182 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,524 shares; 2024Q4: 5,524 shares; 2025Q1: 5,524 shares; 2025Q2: 5,524 shares 5,524 $608K 0.06% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,773 shares; 2024Q4: 2,773 shares; 2025Q1: 2,773 shares; 2025Q2: 2,773 shares 2,773 $604K 0.06% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: 5,340 shares; 2025Q1: 5,340 shares; 2025Q2: 5,340 shares 5,340 $583K 0.05% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: 2,829 shares; 2025Q1: 2,830 shares; 2025Q2: 2,830 shares 2,830 $579K 0.05% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,334 shares; 2025Q1: 5,271 shares; 2025Q2: 5,280 shares 5,280 $577K 0.05% +9 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 2,258 shares; 2025Q1: 2,225 shares; 2025Q2: 2,043 shares 2,043 $576K 0.05% -182 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,213 shares; 2024Q4: 6,213 shares; 2025Q1: 6,213 shares; 2025Q2: 5,972 shares 5,972 $568K 0.05% -241 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,542 shares; 2024Q4: 9,663 shares; 2025Q1: 8,309 shares; 2025Q2: 8,110 shares 8,110 $563K 0.05% -199 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares 9,000 $561K 0.05% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 977 shares; 2025Q1: 977 shares; 2025Q2: 1,057 shares 1,057 $559K 0.05% +80 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,850 shares; 2024Q4: 15,288 shares; 2025Q1: 14,900 shares; 2025Q2: 14,227 shares 14,227 $557K 0.05% -673 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,917 shares; 2024Q4: 12,898 shares; 2025Q1: 12,712 shares; 2025Q2: 11,408 shares 11,408 $540K 0.05% -1,304 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,288 shares; 2025Q1: 2,286 shares; 2025Q2: 2,267 shares 2,267 $513K 0.05% -19 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,876 shares; 2024Q4: 1,878 shares; 2025Q1: 1,883 shares; 2025Q2: 1,881 shares 1,881 $513K 0.05% -2 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,781 shares; 2024Q4: 10,781 shares; 2025Q1: 6,400 shares; 2025Q2: 6,000 shares 6,000 $505K 0.05% -400 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,830 shares; 2025Q1: 12,804 shares; 2025Q2: 27,760 shares 27,760 $501K 0.05% +14,956 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,831 shares; 2024Q4: 5,793 shares; 2025Q1: 5,686 shares; 2025Q2: 5,673 shares 5,673 $498K 0.05% -13 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,598 shares; 2024Q4: 10,558 shares; 2025Q1: 12,137 shares; 2025Q2: 11,504 shares 11,504 $475K 0.04% -633 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,974 shares; 2024Q4: 1,974 shares; 2025Q1: 1,974 shares; 2025Q2: 1,974 shares 1,974 $474K 0.04% 0 Timeline BITWISE CRYPTO INDUSTRY INN… BITWISE CRYPTO INDUSTRY INNOVATOR… More: the full row for BITWISE CRYPTO INDUSTRY INNOVATORS ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,087 shares; 2024Q4: 26,087 shares; 2025Q1: 26,087 shares; 2025Q2: 23,337 shares 23,337 $460K 0.04% -2,750 EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,158 shares; 2024Q4: 9,158 shares; 2025Q1: 9,158 shares; 2025Q2: 9,158 shares 9,158 $452K 0.04% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 1,163 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares 1,161 $449K 0.04% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,629 shares; 2024Q4: 3,790 shares; 2025Q1: 3,731 shares; 2025Q2: 3,761 shares 3,761 $444K 0.04% +30 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,458 shares; 2025Q1: 1,448 shares; 2025Q2: 1,434 shares 1,434 $442K 0.04% -14 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,802 shares; 2024Q4: 4,805 shares; 2025Q1: 4,805 shares; 2025Q2: 4,802 shares 4,802 $440K 0.04% -3 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 1,938 shares; 2025Q1: 1,517 shares; 2025Q2: 1,403 shares 1,403 $438K 0.04% -114 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,366 shares; 2024Q4: 8,366 shares; 2025Q1: 8,366 shares; 2025Q2: 8,366 shares 8,366 $433K 0.04% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,721 shares 2,721 $429K 0.04% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 2,109 shares; 2025Q1: 1,843 shares; 2025Q2: 1,841 shares 1,841 $429K 0.04% -2 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,021 shares; 2024Q4: 13,027 shares; 2025Q1: 13,021 shares; 2025Q2: 13,021 shares 13,021 $425K 0.04% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 1,998 shares; 2025Q1: 1,931 shares; 2025Q2: 1,938 shares 1,938 $424K 0.04% +7 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,847 shares; 2024Q4: 10,253 shares; 2025Q1: 9,480 shares; 2025Q2: 9,640 shares 9,640 $417K 0.04% +160 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,277 shares; 2025Q1: 1,274 shares; 2025Q2: 1,278 shares 1,278 $408K 0.04% +4 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,835 shares; 2025Q1: 3,832 shares; 2025Q2: 3,832 shares 3,832 $399K 0.04% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,433 shares; 2025Q1: 1,433 shares; 2025Q2: 1,433 shares 1,433 $397K 0.04% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,569 shares; 2024Q4: 3,426 shares; 2025Q1: 3,351 shares; 2025Q2: 3,114 shares 3,114 $394K 0.04% -237 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,416 shares; 2024Q4: 14,528 shares; 2025Q1: 13,239 shares; 2025Q2: 13,227 shares 13,227 $389K 0.04% -12 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,984 shares; 2024Q4: 3,611 shares; 2025Q1: 3,413 shares; 2025Q2: 3,253 shares 3,253 $388K 0.04% -160 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,262 shares; 2025Q1: 1,257 shares; 2025Q2: 1,257 shares 1,257 $387K 0.04% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,537 shares; 2024Q4: 8,426 shares; 2025Q1: 8,426 shares; 2025Q2: 8,284 shares 8,284 $383K 0.04% -142 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,162 shares; 2024Q4: 4,179 shares; 2025Q1: 4,179 shares; 2025Q2: 4,162 shares 4,162 $382K 0.04% -17 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,626 shares; 2024Q4: 2,707 shares; 2025Q1: 2,707 shares; 2025Q2: 2,693 shares 2,693 $379K 0.04% -14 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,591 shares; 2025Q1: 1,591 shares; 2025Q2: 1,509 shares 1,509 $373K 0.03% -82 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,691 shares; 2024Q4: 4,692 shares; 2025Q1: 4,683 shares; 2025Q2: 4,641 shares 4,641 $341K 0.03% -42 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 1,957 shares; 2025Q1: 1,958 shares; 2025Q2: 1,523 shares 1,523 $333K 0.03% -435 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,874 shares; 2024Q4: 17,183 shares; 2025Q1: 15,583 shares; 2025Q2: 13,612 shares 13,612 $330K 0.03% -1,971 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,026 shares; 2025Q1: 1,026 shares; 2025Q2: 1,020 shares 1,020 $329K 0.03% -6 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,702 shares; 2024Q4: 1,702 shares; 2025Q1: 1,680 shares; 2025Q2: 1,652 shares 1,652 $322K 0.03% -28 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,132 shares; 2024Q4: 7,168 shares; 2025Q1: 5,183 shares; 2025Q2: 5,377 shares 5,377 $315K 0.03% +194 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,226 shares; 2025Q1: not reported; 2025Q2: 891 shares 891 $312K 0.03% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,937 shares; 2025Q2: 3,853 shares 3,853 $309K 0.03% -7,084 Timeline XMYDX BLACKROCK MUNIYIELD FUND More: the full row for BLACKROCK MUNIYIELD FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares 30,000 $301K 0.03% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,987 shares; 2024Q4: 2,987 shares; 2025Q1: 2,987 shares; 2025Q2: 2,987 shares 2,987 $301K 0.03% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 913 shares; 2025Q1: 910 shares; 2025Q2: 910 shares 910 $301K 0.03% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,146 shares; 2024Q4: 1,146 shares; 2025Q1: 740 shares; 2025Q2: 740 shares 740 $300K 0.03% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,965 shares; 2024Q4: 1,566 shares; 2025Q1: 1,372 shares; 2025Q2: 1,422 shares 1,422 $298K 0.03% +50 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,865 shares; 2025Q1: 1,782 shares; 2025Q2: 1,706 shares 1,706 $297K 0.03% -76 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,812 shares; 2024Q4: 6,812 shares; 2025Q1: 6,812 shares; 2025Q2: 6,812 shares 6,812 $297K 0.03% 0 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares 20,000 $296K 0.03% 0 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,614 shares; 2024Q4: 13,858 shares; 2025Q1: 13,858 shares; 2025Q2: 13,067 shares 13,067 $295K 0.03% -791 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,025 shares; 2024Q4: 10,176 shares; 2025Q1: 10,067 shares; 2025Q2: 10,050 shares 10,050 $291K 0.03% -17 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares 18,000 $290K 0.03% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,698 shares 6,698 $289K 0.03% new Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,456 shares 2,456 $289K 0.03% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,428 shares; 2024Q4: 5,428 shares; 2025Q1: 5,468 shares; 2025Q2: 5,568 shares 5,568 $272K 0.03% +100 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,816 shares; 2024Q4: 23,741 shares; 2025Q1: 23,731 shares; 2025Q2: 23,737 shares 23,737 $272K 0.03% +6 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,674 shares; 2024Q4: 3,678 shares; 2025Q1: 3,678 shares; 2025Q2: 3,674 shares 3,674 $269K 0.02% -4 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,951 shares 1,951 $266K 0.02% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares 3,120 $262K 0.02% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 1,826 shares; 2025Q1: 1,645 shares; 2025Q2: 1,645 shares 1,645 $257K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 999 shares 999 $256K 0.02% -1 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,394 shares 2,394 $255K 0.02% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 2,358 shares; 2025Q1: 2,358 shares; 2025Q2: 2,358 shares 2,358 $255K 0.02% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 1,292 shares; 2025Q1: 1,287 shares; 2025Q2: 1,287 shares 1,287 $254K 0.02% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 688 shares 688 $249K 0.02% +11 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares 1,170 $249K 0.02% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 979 shares; 2025Q1: 973 shares; 2025Q2: 973 shares 973 $244K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,866 shares; 2025Q1: 1,866 shares; 2025Q2: 1,798 shares 1,798 $244K 0.02% -68 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,472 shares 2,472 $242K 0.02% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,154 shares; 2024Q4: not reported; 2025Q1: 2,052 shares; 2025Q2: 1,942 shares 1,942 $241K 0.02% -110 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 1,627 shares; 2025Q1: 1,512 shares; 2025Q2: 1,512 shares 1,512 $241K 0.02% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 444 shares; 2025Q1: 444 shares; 2025Q2: 443 shares 443 $241K 0.02% -1 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,623 shares; 2024Q4: not reported; 2025Q1: 5,623 shares; 2025Q2: 5,623 shares 5,623 $239K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 463 shares 463 $236K 0.02% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 2,000 shares 2,000 $231K 0.02% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,322 shares; 2025Q1: 3,712 shares; 2025Q2: 2,322 shares 2,322 $230K 0.02% -1,390 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,244 shares; 2024Q4: 2,330 shares; 2025Q1: 2,317 shares; 2025Q2: 2,331 shares 2,331 $230K 0.02% +14 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: not reported; 2025Q2: 1,050 shares 1,050 $229K 0.02% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 308 shares; 2025Q1: 306 shares; 2025Q2: 284 shares 284 $228K 0.02% -22 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,129 shares 1,129 $227K 0.02% new Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,616 shares; 2024Q4: 5,816 shares; 2025Q1: 5,816 shares; 2025Q2: 5,816 shares 5,816 $220K 0.02% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,153 shares; 2025Q1: not reported; 2025Q2: 1,115 shares 1,115 $220K 0.02% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 720 shares; 2025Q1: 719 shares; 2025Q2: 718 shares 718 $215K 0.02% -1 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 712 shares 712 $213K 0.02% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 990 shares; 2025Q1: 987 shares; 2025Q2: 937 shares 937 $213K 0.02% -50 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,944 shares 1,944 $211K 0.02% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 2,813 shares; 2025Q1: 2,410 shares; 2025Q2: 2,310 shares 2,310 $210K 0.02% -100 Timeline VPV INVESCO PA VALUE MUN INC TR More: the full row for INVESCO PA VALUE MUN INC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,685 shares; 2024Q4: 20,462 shares; 2025Q1: 20,462 shares; 2025Q2: 20,462 shares 20,462 $206K 0.02% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,942 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,902 shares 2,902 $204K 0.02% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,114 shares 1,114 $204K 0.02% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,618 shares; 2024Q4: 8,618 shares; 2025Q1: 5,170 shares; 2025Q2: 2,598 shares 2,598 $201K 0.02% -2,572 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,775 shares; 2025Q2: 10,775 shares 10,775 $13.4K <0.01% 0 Timeline