SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,849,522 shares; 2024Q4: 6,131,572 shares; 2025Q1: 6,027,021 shares; 2025Q2: 5,821,759 shares; 2025Q3: 5,828,880 shares 5,828,880 $136M 11.79% +7,121 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640,929 shares; 2024Q4: 649,499 shares; 2025Q1: 655,541 shares; 2025Q2: 672,510 shares; 2025Q3: 687,779 shares 687,779 $128M 11.15% +15,269 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,847 shares; 2024Q4: 220,174 shares; 2025Q1: 231,567 shares; 2025Q2: 228,602 shares; 2025Q3: 222,398 shares 222,398 $107M 9.27% -6,204 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,851 shares; 2024Q4: 518,171 shares; 2025Q1: 516,583 shares; 2025Q2: 522,566 shares; 2025Q3: 1,245,035 shares 1,245,035 $105M 9.1% +722,469 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012,464 shares; 2024Q4: 991,019 shares; 2025Q1: 989,736 shares; 2025Q2: 1,002,142 shares; 2025Q3: 894,430 shares 894,430 $53.7M 4.67% -107,712 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 671,833 shares; 2024Q4: 671,368 shares; 2025Q1: 679,572 shares; 2025Q2: 669,800 shares; 2025Q3: 670,845 shares 670,845 $36.3M 3.16% +1,045 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,428 shares; 2024Q4: 135,722 shares; 2025Q1: 134,050 shares; 2025Q2: 131,183 shares; 2025Q3: 130,476 shares 130,476 $33.2M 2.89% -707 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,307 shares; 2024Q4: 336,019 shares; 2025Q1: 344,820 shares; 2025Q2: 337,031 shares; 2025Q3: 337,597 shares 337,597 $29.5M 2.56% +566 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,161 shares; 2024Q4: 526,468 shares; 2025Q1: 546,609 shares; 2025Q2: 519,837 shares; 2025Q3: 521,906 shares 521,906 $28.9M 2.51% +2,069 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,105 shares; 2024Q4: 270,929 shares; 2025Q1: 277,599 shares; 2025Q2: 265,168 shares; 2025Q3: 264,199 shares 264,199 $27.6M 2.4% -969 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,287 shares; 2024Q4: 250,700 shares; 2025Q1: 269,163 shares; 2025Q2: 285,410 shares; 2025Q3: 286,569 shares 286,569 $25.4M 2.21% +1,159 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,379 shares; 2024Q4: 27,331 shares; 2025Q1: 26,709 shares; 2025Q2: 26,634 shares; 2025Q3: 26,615 shares 26,615 $19.9M 1.73% -19 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,274 shares; 2024Q4: 334,178 shares; 2025Q1: 286,072 shares; 2025Q2: 276,413 shares; 2025Q3: 257,933 shares 257,933 $19.7M 1.71% -18,480 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; 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; 2025Q3: 753,904 shares 753,904 $18.4M 1.6% -642,224 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,089 shares; 2024Q4: 597,355 shares; 2025Q1: 612,379 shares; 2025Q2: 624,804 shares; 2025Q3: 651,663 shares 651,663 $16.7M 1.45% +26,859 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,229 shares; 2024Q4: 483,041 shares; 2025Q1: 485,763 shares; 2025Q2: 439,760 shares; 2025Q3: 437,075 shares 437,075 $16.6M 1.45% -2,685 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,693 shares; 2024Q4: 143,932 shares; 2025Q1: 146,425 shares; 2025Q2: 143,333 shares; 2025Q3: 139,819 shares 139,819 $14.9M 1.3% -3,514 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,955 shares; 2024Q4: 75,612 shares; 2025Q1: 74,718 shares; 2025Q2: 75,576 shares; 2025Q3: 77,341 shares 77,341 $14.4M 1.25% +1,765 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,265 shares; 2024Q4: 27,876 shares; 2025Q1: 27,092 shares; 2025Q2: 26,155 shares; 2025Q3: 25,766 shares 25,766 $13.3M 1.16% -389 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,142 shares; 2024Q4: 112,660 shares; 2025Q1: 106,284 shares; 2025Q2: 191,871 shares; 2025Q3: 187,880 shares 187,880 $9.41M 0.82% -3,991 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,031 shares; 2024Q4: 134,730 shares; 2025Q1: 133,460 shares; 2025Q2: 125,292 shares; 2025Q3: 124,530 shares 124,530 $8.21M 0.71% -762 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,061 shares; 2024Q4: 32,917 shares; 2025Q1: 33,046 shares; 2025Q2: 32,922 shares; 2025Q3: 32,506 shares 32,506 $7.9M 0.69% -416 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,630 shares; 2024Q4: 27,581 shares; 2025Q1: 27,029 shares; 2025Q2: 23,882 shares; 2025Q3: 23,901 shares 23,901 $7.54M 0.66% +19 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,653 shares; 2024Q4: 103,316 shares; 2025Q1: 108,769 shares; 2025Q2: 66,450 shares; 2025Q3: 68,716 shares 68,716 $7.32M 0.64% +2,266 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,673 shares; 2024Q4: 118,145 shares; 2025Q1: 129,935 shares; 2025Q2: 125,158 shares; 2025Q3: 121,848 shares 121,848 $7.3M 0.63% -3,310 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,046 shares; 2024Q4: 32,987 shares; 2025Q1: 32,576 shares; 2025Q2: 32,809 shares; 2025Q3: 32,351 shares 32,351 $7.1M 0.62% -458 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,429 shares; 2024Q4: 20,594 shares; 2025Q1: 20,609 shares; 2025Q2: 20,473 shares; 2025Q3: 20,414 shares 20,414 $6.73M 0.59% -59 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,768 shares; 2024Q4: 29,501 shares; 2025Q1: 30,453 shares; 2025Q2: 26,901 shares; 2025Q3: 27,303 shares 27,303 $5.7M 0.5% +402 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,450 shares; 2024Q4: 59,315 shares; 2025Q1: 59,315 shares; 2025Q2: 58,307 shares; 2025Q3: 47,629 shares 47,629 $5.4M 0.47% -10,678 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,864 shares; 2024Q4: 44,868 shares; 2025Q1: 49,037 shares; 2025Q2: 47,128 shares; 2025Q3: 45,190 shares 45,190 $5.35M 0.47% -1,938 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,606 shares; 2024Q4: 67,649 shares; 2025Q1: 65,524 shares; 2025Q2: 66,470 shares; 2025Q3: 64,743 shares 64,743 $4.97M 0.43% -1,727 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,381 shares; 2024Q4: 6,345 shares; 2025Q1: 6,336 shares; 2025Q2: 6,297 shares; 2025Q3: 6,303 shares 6,303 $4.81M 0.42% +6 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,756 shares; 2024Q4: 37,819 shares; 2025Q1: 36,947 shares; 2025Q2: 37,642 shares; 2025Q3: 37,464 shares 37,464 $4.59M 0.4% -178 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,971 shares; 2024Q4: 87,724 shares; 2025Q1: 86,384 shares; 2025Q2: 84,842 shares; 2025Q3: 83,410 shares 83,410 $4.26M 0.37% -1,432 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,817 shares; 2024Q4: 131,270 shares; 2025Q1: 127,470 shares; 2025Q2: 128,257 shares; 2025Q3: 133,245 shares 133,245 $4.25M 0.37% +4,988 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,091 shares; 2024Q4: 17,987 shares; 2025Q1: 17,111 shares; 2025Q2: 17,081 shares; 2025Q3: 16,976 shares 16,976 $4.07M 0.35% -105 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,614 shares; 2024Q4: 9,414 shares; 2025Q1: 8,894 shares; 2025Q2: 8,620 shares; 2025Q3: 8,078 shares 8,078 $4.06M 0.35% -542 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,139 shares; 2024Q4: 154,347 shares; 2025Q1: 161,504 shares; 2025Q2: 84,423 shares; 2025Q3: 85,271 shares 85,271 $3.97M 0.35% +848 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,123 shares; 2024Q4: 25,123 shares; 2025Q1: 25,123 shares; 2025Q2: 77,938 shares; 2025Q3: 75,011 shares 75,011 $3.92M 0.34% -2,927 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,944 shares; 2024Q4: 72,687 shares; 2025Q1: 72,961 shares; 2025Q2: 72,074 shares; 2025Q3: 71,428 shares 71,428 $3.85M 0.33% -646 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,486 shares; 2024Q4: 121,458 shares; 2025Q1: 121,458 shares; 2025Q2: 126,913 shares; 2025Q3: 127,211 shares 127,211 $3.7M 0.32% +298 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,269 shares; 2024Q4: 6,119 shares; 2025Q1: 6,144 shares; 2025Q2: 6,179 shares; 2025Q3: 6,148 shares 6,148 $3.69M 0.32% -31 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,165 shares; 2024Q4: 107,023 shares; 2025Q1: 106,144 shares; 2025Q2: 110,236 shares; 2025Q3: 110,557 shares 110,557 $3.69M 0.32% +321 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,500 shares; 2024Q4: 29,162 shares; 2025Q1: 27,801 shares; 2025Q2: 27,359 shares; 2025Q3: 25,775 shares 25,775 $3.59M 0.31% -1,584 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 3,186 shares; 2025Q1: 3,184 shares; 2025Q2: 3,712 shares; 2025Q3: 3,712 shares 3,712 $3.54M 0.31% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,799 shares; 2024Q4: 39,675 shares; 2025Q1: 38,941 shares; 2025Q2: 38,420 shares; 2025Q3: 36,763 shares 36,763 $3.5M 0.3% -1,657 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,897 shares; 2024Q4: 4,933 shares; 2025Q1: 5,047 shares; 2025Q2: 5,016 shares; 2025Q3: 4,941 shares 4,941 $3.29M 0.29% -75 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,830 shares; 2024Q4: 34,824 shares; 2025Q1: 34,756 shares; 2025Q2: 34,355 shares; 2025Q3: 34,050 shares 34,050 $3.24M 0.28% -305 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,719 shares; 2024Q4: 48,728 shares; 2025Q1: 48,508 shares; 2025Q2: 47,954 shares; 2025Q3: 47,913 shares 47,913 $3.24M 0.28% -41 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,240 shares; 2024Q4: 10,170 shares; 2025Q1: 9,873 shares; 2025Q2: 9,808 shares; 2025Q3: 9,790 shares 9,790 $2.9M 0.25% -18 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,795 shares; 2024Q4: 4,696 shares; 2025Q1: 7,340 shares; 2025Q2: 8,678 shares; 2025Q3: 8,797 shares 8,797 $2.89M 0.25% +119 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,984 shares; 2024Q4: 18,965 shares; 2025Q1: 18,953 shares; 2025Q2: 18,495 shares; 2025Q3: 18,509 shares 18,509 $2.84M 0.25% +14 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,424 shares; 2024Q4: 36,435 shares; 2025Q1: 35,582 shares; 2025Q2: 35,594 shares; 2025Q3: 35,948 shares 35,948 $2.8M 0.24% +354 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,706 shares; 2024Q4: 32,529 shares; 2025Q1: 36,676 shares; 2025Q2: 36,697 shares; 2025Q3: 36,657 shares 36,657 $2.69M 0.23% -40 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,125 shares; 2024Q4: 24,135 shares; 2025Q1: 23,808 shares; 2025Q2: 23,815 shares; 2025Q3: 23,839 shares 23,839 $2.69M 0.23% +24 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,261 shares; 2024Q4: 12,169 shares; 2025Q1: 12,714 shares; 2025Q2: 10,958 shares; 2025Q3: 10,893 shares 10,893 $2.65M 0.23% -65 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,506 shares; 2024Q4: 12,041 shares; 2025Q1: 12,032 shares; 2025Q2: 12,032 shares; 2025Q3: 11,431 shares 11,431 $2.65M 0.23% -601 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,803 shares; 2024Q4: 36,133 shares; 2025Q1: 34,714 shares; 2025Q2: 34,593 shares; 2025Q3: 34,586 shares 34,586 $2.41M 0.21% -7 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,122 shares; 2024Q4: 29,412 shares; 2025Q1: 27,652 shares; 2025Q2: 26,828 shares; 2025Q3: 25,681 shares 25,681 $2.39M 0.21% -1,147 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,919 shares; 2024Q4: 12,920 shares; 2025Q1: 12,920 shares; 2025Q2: 13,194 shares; 2025Q3: 13,194 shares 13,194 $2.25M 0.2% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,265 shares; 2024Q4: 8,160 shares; 2025Q1: 7,649 shares; 2025Q2: 7,548 shares; 2025Q3: 7,417 shares 7,417 $2.25M 0.2% -131 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,441 shares; 2024Q4: 12,438 shares; 2025Q1: 11,741 shares; 2025Q2: 11,376 shares; 2025Q3: 11,397 shares 11,397 $2.11M 0.18% +21 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,760 shares; 2024Q4: 8,066 shares; 2025Q1: 8,361 shares; 2025Q2: 8,472 shares; 2025Q3: 8,472 shares 8,472 $2.09M 0.18% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,296 shares; 2024Q4: 11,177 shares; 2025Q1: 11,039 shares; 2025Q2: 11,164 shares; 2025Q3: 11,128 shares 11,128 $2.09M 0.18% -36 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,588 shares; 2024Q4: 5,172 shares; 2025Q1: 5,116 shares; 2025Q2: 5,603 shares; 2025Q3: 5,700 shares 5,700 $2.03M 0.18% +97 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,852 shares; 2024Q4: 27,133 shares; 2025Q1: 23,786 shares; 2025Q2: 23,612 shares; 2025Q3: 23,318 shares 23,318 $1.96M 0.17% -294 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,389 shares; 2024Q4: 29,931 shares; 2025Q1: 29,826 shares; 2025Q2: 23,350 shares; 2025Q3: 23,679 shares 23,679 $1.96M 0.17% +329 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,152 shares; 2024Q4: 48,858 shares; 2025Q1: 48,247 shares; 2025Q2: 46,495 shares; 2025Q3: 40,185 shares 40,185 $1.94M 0.17% -6,310 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 2,818 shares; 2025Q1: 2,823 shares; 2025Q2: 2,830 shares; 2025Q3: 2,834 shares 2,834 $1.9M 0.16% +4 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,352 shares; 2025Q1: 2,367 shares; 2025Q2: 2,569 shares; 2025Q3: 2,578 shares 2,578 $1.89M 0.16% +9 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,049 shares; 2024Q4: 4,079 shares; 2025Q1: 3,957 shares; 2025Q2: 3,971 shares; 2025Q3: 4,028 shares 4,028 $1.79M 0.16% +57 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,339 shares; 2024Q4: 3,327 shares; 2025Q1: 3,257 shares; 2025Q2: 3,614 shares; 2025Q3: 3,466 shares 3,466 $1.73M 0.15% -148 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,985 shares; 2024Q4: 48,985 shares; 2025Q1: 48,985 shares; 2025Q2: 48,895 shares; 2025Q3: 48,895 shares 48,895 $1.7M 0.15% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,903 shares; 2024Q4: 11,903 shares; 2025Q1: 10,654 shares; 2025Q2: 10,654 shares; 2025Q3: 10,654 shares 10,654 $1.64M 0.14% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,085 shares; 2024Q4: 6,990 shares; 2025Q1: 6,985 shares; 2025Q2: 6,988 shares; 2025Q3: 6,944 shares 6,944 $1.64M 0.14% -44 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,944 shares; 2024Q4: 2,984 shares; 2025Q1: 2,984 shares; 2025Q2: 2,833 shares; 2025Q3: 2,822 shares 2,822 $1.61M 0.14% -11 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,691 shares; 2024Q4: 437,849 shares; 2025Q1: 437,311 shares; 2025Q2: 442,181 shares; 2025Q3: 19,248 shares 19,248 $1.54M 0.13% -422,933 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,872 shares; 2024Q4: 14,872 shares; 2025Q1: 14,872 shares; 2025Q2: 14,872 shares; 2025Q3: 14,872 shares 14,872 $1.53M 0.13% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,333 shares; 2024Q4: 11,672 shares; 2025Q1: 14,555 shares; 2025Q2: 23,073 shares; 2025Q3: 24,104 shares 24,104 $1.5M 0.13% +1,031 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,784 shares; 2024Q4: 75,516 shares; 2025Q1: 69,911 shares; 2025Q2: 69,911 shares; 2025Q3: 69,444 shares 69,444 $1.48M 0.13% -467 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,789 shares; 2024Q4: 4,806 shares; 2025Q1: 4,789 shares; 2025Q2: 4,789 shares; 2025Q3: 4,789 shares 4,789 $1.47M 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,364 shares; 2024Q4: 14,380 shares; 2025Q1: 13,322 shares; 2025Q2: 14,268 shares; 2025Q3: 14,212 shares 14,212 $1.46M 0.13% -56 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,798 shares; 2024Q4: 23,533 shares; 2025Q1: 22,581 shares; 2025Q2: 22,472 shares; 2025Q3: 22,000 shares 22,000 $1.46M 0.13% -472 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,974 shares; 2024Q4: 13,658 shares; 2025Q1: 12,785 shares; 2025Q2: 12,783 shares; 2025Q3: 12,779 shares 12,779 $1.44M 0.12% -4 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,055 shares; 2024Q4: 5,518 shares; 2025Q1: 5,289 shares; 2025Q2: 5,234 shares; 2025Q3: 5,094 shares 5,094 $1.44M 0.12% -140 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,126 shares; 2024Q4: 6,828 shares; 2025Q1: 7,567 shares; 2025Q2: 7,142 shares; 2025Q3: 7,142 shares 7,142 $1.39M 0.12% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,430 shares; 2024Q4: 17,430 shares; 2025Q1: 17,344 shares; 2025Q2: 17,344 shares; 2025Q3: 17,325 shares 17,325 $1.38M 0.12% -19 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,799 shares; 2024Q4: 10,721 shares; 2025Q1: 9,522 shares; 2025Q2: 9,542 shares; 2025Q3: 9,520 shares 9,520 $1.34M 0.12% -22 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,162 shares; 2025Q1: 1,154 shares; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares 1,143 $1.33M 0.12% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,877 shares; 2024Q4: 6,883 shares; 2025Q1: 6,883 shares; 2025Q2: 6,877 shares; 2025Q3: 6,337 shares 6,337 $1.27M 0.11% -540 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,615 shares; 2024Q4: 4,618 shares; 2025Q1: 4,620 shares; 2025Q2: 4,513 shares; 2025Q3: 4,516 shares 4,516 $1.27M 0.11% +3 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 3,373 shares; 2025Q1: 3,373 shares; 2025Q2: 3,373 shares; 2025Q3: 3,373 shares 3,373 $1.23M 0.11% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,743 shares; 2024Q4: 12,743 shares; 2025Q1: 12,717 shares; 2025Q2: 12,717 shares; 2025Q3: 12,717 shares 12,717 $1.19M 0.1% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,895 shares; 2024Q4: 3,925 shares; 2025Q1: 3,925 shares; 2025Q2: 3,925 shares; 2025Q3: 3,925 shares 3,925 $1.18M 0.1% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,399 shares; 2024Q4: 11,082 shares; 2025Q1: 10,422 shares; 2025Q2: 10,311 shares; 2025Q3: 8,327 shares 8,327 $1.17M 0.1% -1,984 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,311 shares; 2024Q4: 15,825 shares; 2025Q1: 13,458 shares; 2025Q2: 13,264 shares; 2025Q3: 13,265 shares 13,265 $1.17M 0.1% +1 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,399 shares; 2024Q4: 7,637 shares; 2025Q1: 7,247 shares; 2025Q2: 7,358 shares; 2025Q3: 7,334 shares 7,334 $1.14M 0.1% -24 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,040 shares; 2025Q1: 2,981 shares; 2025Q2: 2,797 shares; 2025Q3: 2,797 shares 2,797 $1.13M 0.1% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,531 shares; 2024Q4: 16,531 shares; 2025Q1: 16,531 shares; 2025Q2: 16,531 shares; 2025Q3: 16,531 shares 16,531 $1.13M 0.1% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 885 shares; 2025Q1: 898 shares; 2025Q2: 886 shares; 2025Q3: 882 shares 882 $1.06M 0.09% -4 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,276 shares; 2025Q1: 1,131 shares; 2025Q2: 1,133 shares; 2025Q3: 1,133 shares 1,133 $1.05M 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,357 shares; 2024Q4: 28,786 shares; 2025Q1: 28,786 shares; 2025Q2: 28,786 shares; 2025Q3: 28,616 shares 28,616 $1.05M 0.09% -170 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,686 shares; 2024Q4: 15,686 shares; 2025Q1: 15,391 shares; 2025Q2: 15,391 shares; 2025Q3: 15,224 shares 15,224 $1.04M 0.09% -167 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,927 shares; 2024Q4: 24,847 shares; 2025Q1: 23,210 shares; 2025Q2: 23,210 shares; 2025Q3: 23,210 shares 23,210 $991K 0.09% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,376 shares; 2024Q4: 8,376 shares; 2025Q1: 8,373 shares; 2025Q2: 7,521 shares; 2025Q3: 7,338 shares 7,338 $983K 0.09% -183 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 3,520 shares; 2025Q1: 3,468 shares; 2025Q2: 3,468 shares; 2025Q3: 3,468 shares 3,468 $979K 0.09% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,183 shares; 2024Q4: 7,245 shares; 2025Q1: 5,525 shares; 2025Q2: 5,506 shares; 2025Q3: 5,606 shares 5,606 $938K 0.08% +100 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,693 shares; 2024Q4: 5,565 shares; 2025Q1: 6,035 shares; 2025Q2: 6,182 shares; 2025Q3: 6,408 shares 6,408 $933K 0.08% +226 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,755 shares; 2025Q1: 2,755 shares; 2025Q2: 2,700 shares; 2025Q3: 2,690 shares 2,690 $918K 0.08% -10 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 1,143 shares; 2025Q1: 1,135 shares; 2025Q2: 1,121 shares; 2025Q3: 1,122 shares 1,122 $894K 0.08% +1 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,658 shares; 2024Q4: 13,052 shares; 2025Q1: 12,467 shares; 2025Q2: 12,449 shares; 2025Q3: 12,804 shares 12,804 $876K 0.08% +355 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 1,301 shares; 2025Q1: 1,301 shares; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares 1,421 $870K 0.08% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,830 shares; 2025Q1: 12,804 shares; 2025Q2: 27,760 shares; 2025Q3: 28,370 shares 28,370 $846K 0.07% +610 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,264 shares; 2024Q4: 41,664 shares; 2025Q1: 39,867 shares; 2025Q2: 37,321 shares; 2025Q3: 36,575 shares 36,575 $839K 0.07% -746 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,361 shares; 2024Q4: 3,174 shares; 2025Q1: 3,102 shares; 2025Q2: 3,052 shares; 2025Q3: 3,036 shares 3,036 $820K 0.07% -16 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,137 shares; 2024Q4: 8,928 shares; 2025Q1: 8,928 shares; 2025Q2: 8,928 shares; 2025Q3: 8,414 shares 8,414 $807K 0.07% -514 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,335 shares; 2024Q4: 6,335 shares; 2025Q1: 6,335 shares; 2025Q2: 6,101 shares; 2025Q3: 6,101 shares 6,101 $801K 0.07% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,647 shares; 2024Q4: 17,647 shares; 2025Q1: 17,288 shares; 2025Q2: 17,016 shares; 2025Q3: 17,016 shares 17,016 $783K 0.07% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,493 shares; 2024Q4: 3,517 shares; 2025Q1: 3,493 shares; 2025Q2: 2,257 shares; 2025Q3: 2,257 shares 2,257 $770K 0.07% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,119 shares; 2025Q3: 2,069 shares 2,069 $765K 0.07% -50 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 1 shares 1 $754K 0.07% -1 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,961 shares; 2024Q4: 2,958 shares; 2025Q1: 2,958 shares; 2025Q2: 2,951 shares; 2025Q3: 2,902 shares 2,902 $753K 0.07% -49 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,943 shares; 2024Q4: 7,943 shares; 2025Q1: 7,943 shares; 2025Q2: 8,551 shares; 2025Q3: 8,408 shares 8,408 $753K 0.07% -143 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,057 shares; 2024Q4: 3,007 shares; 2025Q1: 2,998 shares; 2025Q2: 2,998 shares; 2025Q3: 2,982 shares 2,982 $749K 0.07% -16 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,665 shares; 2024Q4: 7,821 shares; 2025Q1: 7,657 shares; 2025Q2: 7,742 shares; 2025Q3: 7,752 shares 7,752 $733K 0.06% +10 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,383 shares; 2024Q4: 4,422 shares; 2025Q1: 4,422 shares; 2025Q2: 10,144 shares; 2025Q3: 10,155 shares 10,155 $725K 0.06% +11 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,660 shares; 2024Q4: 11,671 shares; 2025Q1: 11,650 shares; 2025Q2: 10,915 shares; 2025Q3: 10,915 shares 10,915 $712K 0.06% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,006 shares; 2024Q4: 5,490 shares; 2025Q1: 5,443 shares; 2025Q2: 5,441 shares; 2025Q3: 5,396 shares 5,396 $708K 0.06% -45 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 4,327 shares; 2025Q1: 4,479 shares; 2025Q2: 4,297 shares; 2025Q3: 4,333 shares 4,333 $701K 0.06% +36 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,446 shares; 2024Q4: 9,446 shares; 2025Q1: 9,446 shares; 2025Q2: 9,446 shares; 2025Q3: 9,446 shares 9,446 $694K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,173 shares; 2024Q4: 6,192 shares; 2025Q1: 6,229 shares; 2025Q2: 4,850 shares; 2025Q3: 4,859 shares 4,859 $670K 0.06% +9 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,522 shares; 2024Q4: 3,522 shares; 2025Q1: 3,522 shares; 2025Q2: 3,522 shares; 2025Q3: 3,522 shares 3,522 $668K 0.06% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,524 shares; 2024Q4: 5,524 shares; 2025Q1: 5,524 shares; 2025Q2: 5,524 shares; 2025Q3: 5,524 shares 5,524 $667K 0.06% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares 9,000 $655K 0.06% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 977 shares; 2025Q1: 977 shares; 2025Q2: 1,057 shares; 2025Q3: 1,049 shares 1,049 $645K 0.06% -8 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: 5,340 shares; 2025Q1: 5,340 shares; 2025Q2: 5,340 shares; 2025Q3: 5,340 shares 5,340 $643K 0.06% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,334 shares; 2025Q1: 5,271 shares; 2025Q2: 5,280 shares; 2025Q3: 5,289 shares 5,289 $628K 0.05% +9 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 2,288 shares; 2025Q1: 2,286 shares; 2025Q2: 2,267 shares; 2025Q3: 2,241 shares 2,241 $626K 0.05% -26 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: 2,829 shares; 2025Q1: 2,830 shares; 2025Q2: 2,830 shares; 2025Q3: 2,831 shares 2,831 $611K 0.05% +1 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,542 shares; 2024Q4: 9,663 shares; 2025Q1: 8,309 shares; 2025Q2: 8,110 shares; 2025Q3: 8,072 shares 8,072 $609K 0.05% -38 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,850 shares; 2024Q4: 15,288 shares; 2025Q1: 14,900 shares; 2025Q2: 14,227 shares; 2025Q3: 13,907 shares 13,907 $604K 0.05% -320 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,917 shares; 2024Q4: 12,898 shares; 2025Q1: 12,712 shares; 2025Q2: 11,408 shares; 2025Q3: 11,408 shares 11,408 $589K 0.05% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,213 shares; 2024Q4: 6,213 shares; 2025Q1: 6,213 shares; 2025Q2: 5,972 shares; 2025Q3: 5,972 shares 5,972 $587K 0.05% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,087 shares; 2024Q4: 26,087 shares; 2025Q1: 26,087 shares; 2025Q2: 23,337 shares; 2025Q3: 23,337 shares 23,337 $585K 0.05% 0 APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 2,258 shares; 2025Q1: 2,225 shares; 2025Q2: 2,043 shares; 2025Q3: 2,046 shares 2,046 $558K 0.05% +3 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,773 shares; 2024Q4: 2,773 shares; 2025Q1: 2,773 shares; 2025Q2: 2,773 shares; 2025Q3: 2,773 shares 2,773 $528K 0.05% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,598 shares; 2024Q4: 10,558 shares; 2025Q1: 12,137 shares; 2025Q2: 11,504 shares; 2025Q3: 11,452 shares 11,452 $516K 0.04% -52 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,831 shares; 2024Q4: 5,793 shares; 2025Q1: 5,686 shares; 2025Q2: 5,673 shares; 2025Q3: 5,660 shares 5,660 $507K 0.04% -13 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,974 shares; 2024Q4: 1,974 shares; 2025Q1: 1,974 shares; 2025Q2: 1,974 shares; 2025Q3: 1,974 shares 1,974 $506K 0.04% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,781 shares; 2024Q4: 10,781 shares; 2025Q1: 6,400 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares 6,000 $501K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,721 shares; 2025Q3: 2,721 shares 2,721 $481K 0.04% 0 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,158 shares; 2024Q4: 9,158 shares; 2025Q1: 9,158 shares; 2025Q2: 9,158 shares; 2025Q3: 9,158 shares 9,158 $472K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 1,938 shares; 2025Q1: 1,517 shares; 2025Q2: 1,403 shares; 2025Q3: 1,366 shares 1,366 $472K 0.04% -37 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 1,957 shares; 2025Q1: 1,958 shares; 2025Q2: 1,523 shares; 2025Q3: 1,639 shares 1,639 $461K 0.04% +116 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,876 shares; 2024Q4: 1,878 shares; 2025Q1: 1,883 shares; 2025Q2: 1,881 shares; 2025Q3: 1,901 shares 1,901 $451K 0.04% +20 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,629 shares; 2024Q4: 3,790 shares; 2025Q1: 3,731 shares; 2025Q2: 3,761 shares; 2025Q3: 3,611 shares 3,611 $447K 0.04% -150 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,984 shares; 2024Q4: 3,611 shares; 2025Q1: 3,413 shares; 2025Q2: 3,253 shares; 2025Q3: 3,260 shares 3,260 $443K 0.04% +7 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,262 shares; 2025Q1: 1,257 shares; 2025Q2: 1,257 shares; 2025Q3: 1,257 shares 1,257 $442K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,835 shares; 2025Q1: 3,832 shares; 2025Q2: 3,832 shares; 2025Q3: 3,791 shares 3,791 $434K 0.04% -41 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,569 shares; 2024Q4: 3,426 shares; 2025Q1: 3,351 shares; 2025Q2: 3,114 shares; 2025Q3: 2,969 shares 2,969 $429K 0.04% -145 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,021 shares; 2024Q4: 13,027 shares; 2025Q1: 13,021 shares; 2025Q2: 13,021 shares; 2025Q3: 12,061 shares 12,061 $428K 0.04% -960 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,626 shares; 2024Q4: 2,707 shares; 2025Q1: 2,707 shares; 2025Q2: 2,693 shares; 2025Q3: 2,693 shares 2,693 $428K 0.04% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,433 shares; 2025Q1: 1,433 shares; 2025Q2: 1,433 shares; 2025Q3: 1,433 shares 1,433 $426K 0.04% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,458 shares; 2025Q1: 1,448 shares; 2025Q2: 1,434 shares; 2025Q3: 1,444 shares 1,444 $424K 0.04% +10 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,277 shares; 2025Q1: 1,274 shares; 2025Q2: 1,278 shares; 2025Q3: 1,257 shares 1,257 $418K 0.04% -21 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,847 shares; 2024Q4: 10,253 shares; 2025Q1: 9,480 shares; 2025Q2: 9,640 shares; 2025Q3: 9,484 shares 9,484 $417K 0.04% -156 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 1,998 shares; 2025Q1: 1,931 shares; 2025Q2: 1,938 shares; 2025Q3: 1,931 shares 1,931 $413K 0.04% -7 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 1,163 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares 1,161 $410K 0.04% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,802 shares; 2024Q4: 4,805 shares; 2025Q1: 4,805 shares; 2025Q2: 4,802 shares; 2025Q3: 4,756 shares 4,756 $402K 0.03% -46 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,162 shares; 2024Q4: 4,179 shares; 2025Q1: 4,179 shares; 2025Q2: 4,162 shares; 2025Q3: 4,162 shares 4,162 $394K 0.03% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 2,109 shares; 2025Q1: 1,843 shares; 2025Q2: 1,841 shares; 2025Q3: 1,838 shares 1,838 $387K 0.03% -3 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,416 shares; 2024Q4: 14,528 shares; 2025Q1: 13,239 shares; 2025Q2: 13,227 shares; 2025Q3: 13,227 shares 13,227 $374K 0.03% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,537 shares; 2024Q4: 8,426 shares; 2025Q1: 8,426 shares; 2025Q2: 8,284 shares; 2025Q3: 8,284 shares 8,284 $374K 0.03% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,816 shares; 2024Q4: 23,741 shares; 2025Q1: 23,731 shares; 2025Q2: 23,737 shares; 2025Q3: 23,566 shares 23,566 $373K 0.03% -171 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,132 shares; 2024Q4: 7,168 shares; 2025Q1: 5,183 shares; 2025Q2: 5,377 shares; 2025Q3: 5,626 shares 5,626 $372K 0.03% +249 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,951 shares; 2025Q3: 1,986 shares 1,986 $362K 0.03% +35 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,146 shares; 2024Q4: 1,146 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares 740 $359K 0.03% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,026 shares; 2025Q1: 1,026 shares; 2025Q2: 1,020 shares; 2025Q3: 1,079 shares 1,079 $355K 0.03% +59 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 31,935 shares 31,935 $337K 0.03% +1,935 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,456 shares; 2025Q3: 2,456 shares 2,456 $337K 0.03% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,702 shares; 2024Q4: 1,702 shares; 2025Q1: 1,680 shares; 2025Q2: 1,652 shares; 2025Q3: 1,641 shares 1,641 $336K 0.03% -11 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,812 shares; 2024Q4: 6,812 shares; 2025Q1: 6,812 shares; 2025Q2: 6,812 shares; 2025Q3: 6,812 shares 6,812 $324K 0.03% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,937 shares; 2025Q2: 3,853 shares; 2025Q3: 3,853 shares 3,853 $323K 0.03% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,874 shares; 2024Q4: 17,183 shares; 2025Q1: 15,583 shares; 2025Q2: 13,612 shares; 2025Q3: 12,557 shares 12,557 $320K 0.03% -1,055 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,987 shares; 2024Q4: 2,987 shares; 2025Q1: 2,987 shares; 2025Q2: 2,987 shares; 2025Q3: 2,987 shares 2,987 $308K 0.03% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,366 shares; 2024Q4: 8,366 shares; 2025Q1: 8,366 shares; 2025Q2: 8,366 shares; 2025Q3: 6,102 shares 6,102 $308K 0.03% -2,264 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,965 shares; 2024Q4: 1,566 shares; 2025Q1: 1,372 shares; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares 1,422 $307K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $303K 0.03% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 1,591 shares; 2025Q1: 1,591 shares; 2025Q2: 1,509 shares; 2025Q3: 1,154 shares 1,154 $301K 0.03% -355 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,226 shares; 2025Q1: not reported; 2025Q2: 891 shares; 2025Q3: 891 shares 891 $301K 0.03% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 999 shares; 2025Q3: 999 shares 999 $300K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,614 shares; 2024Q4: 13,858 shares; 2025Q1: 13,858 shares; 2025Q2: 13,067 shares; 2025Q3: 13,067 shares 13,067 $299K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares 18,000 $299K 0.03% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $297K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,698 shares; 2025Q3: 6,686 shares 6,686 $295K 0.03% -12 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,865 shares; 2025Q1: 1,782 shares; 2025Q2: 1,706 shares; 2025Q3: 1,706 shares 1,706 $295K 0.03% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 403 shares 403 $289K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,866 shares; 2025Q1: 1,866 shares; 2025Q2: 1,798 shares; 2025Q3: 2,060 shares 2,060 $288K 0.03% +262 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,025 shares; 2024Q4: 10,176 shares; 2025Q1: 10,067 shares; 2025Q2: 10,050 shares; 2025Q3: 10,050 shares 10,050 $284K 0.02% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,394 shares; 2025Q3: 2,394 shares 2,394 $284K 0.02% 0 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares 2,472 $277K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 979 shares; 2025Q1: 973 shares; 2025Q2: 973 shares; 2025Q3: 905 shares 905 $276K 0.02% -68 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 308 shares; 2025Q1: 306 shares; 2025Q2: 284 shares; 2025Q3: 284 shares 284 $275K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 1,292 shares; 2025Q1: 1,287 shares; 2025Q2: 1,287 shares; 2025Q3: 1,379 shares 1,379 $273K 0.02% +92 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,691 shares; 2024Q4: 4,692 shares; 2025Q1: 4,683 shares; 2025Q2: 4,641 shares; 2025Q3: 4,412 shares 4,412 $272K 0.02% -229 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 688 shares; 2025Q3: 677 shares 677 $268K 0.02% -11 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 2,358 shares; 2025Q1: 2,358 shares; 2025Q2: 2,358 shares; 2025Q3: 2,358 shares 2,358 $265K 0.02% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 3,120 shares 3,120 $265K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 913 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares 910 $262K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,428 shares; 2024Q4: 5,428 shares; 2025Q1: 5,468 shares; 2025Q2: 5,568 shares; 2025Q3: 5,568 shares 5,568 $261K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,623 shares; 2024Q4: not reported; 2025Q1: 5,623 shares; 2025Q2: 5,623 shares; 2025Q3: 5,623 shares 5,623 $256K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares 1,170 $249K 0.02% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,673 shares; 2024Q4: 1,627 shares; 2025Q1: 1,512 shares; 2025Q2: 1,512 shares; 2025Q3: 1,493 shares 1,493 $248K 0.02% -19 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,153 shares; 2025Q1: not reported; 2025Q2: 1,115 shares; 2025Q3: 1,114 shares 1,114 $247K 0.02% -1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: not reported; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares 1,050 $239K 0.02% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 761 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 493 shares 493 $235K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,322 shares; 2025Q1: 3,712 shares; 2025Q2: 2,322 shares; 2025Q3: 2,322 shares 2,322 $233K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 1,826 shares; 2025Q1: 1,645 shares; 2025Q2: 1,645 shares; 2025Q3: 1,574 shares 1,574 $230K 0.02% -71 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,114 shares; 2025Q3: 1,124 shares 1,124 $230K 0.02% +10 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,944 shares; 2025Q3: 1,943 shares 1,943 $230K 0.02% -1 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 463 shares; 2025Q3: 463 shares 463 $227K 0.02% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,554 shares 1,554 $225K 0.02% new Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,313 shares 5,313 $223K 0.02% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 712 shares; 2025Q3: 712 shares 712 $223K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,674 shares; 2024Q4: 3,678 shares; 2025Q1: 3,678 shares; 2025Q2: 3,674 shares; 2025Q3: 3,674 shares 3,674 $219K 0.02% 0 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,077 shares 3,077 $218K 0.02% new Timeline VPV INVESCO PA VALUE MUN INC TR More: the full row for INVESCO PA VALUE MUN INC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,685 shares; 2024Q4: 20,462 shares; 2025Q1: 20,462 shares; 2025Q2: 20,462 shares; 2025Q3: 20,462 shares 20,462 $211K 0.02% 0 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,616 shares; 2024Q4: 5,816 shares; 2025Q1: 5,816 shares; 2025Q2: 5,816 shares; 2025Q3: 5,816 shares 5,816 $209K 0.02% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,618 shares; 2024Q4: 8,618 shares; 2025Q1: 5,170 shares; 2025Q2: 2,598 shares; 2025Q3: 2,598 shares 2,598 $207K 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,244 shares; 2024Q4: 2,330 shares; 2025Q1: 2,317 shares; 2025Q2: 2,331 shares; 2025Q3: 2,304 shares 2,304 $207K 0.02% -27 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 3,065 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,369 shares 2,369 $207K 0.02% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 429 shares 429 $201K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,775 shares; 2025Q2: 10,775 shares; 2025Q3: 10,775 shares 10,775 $40K <0.01% 0 Timeline