VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 149,238 shares; 2025Q1: 138,217 shares; 2025Q2: 109,575 shares; 2025Q3: 105,303 shares; 2025Q4: 106,136 shares 106,136 $66.6M 32.85% +833 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 474,564 shares; 2025Q1: 527,397 shares; 2025Q2: 381,089 shares; 2025Q3: 375,625 shares; 2025Q4: 385,669 shares 385,669 $30M 14.82% +10,044 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 593,326 shares; 2025Q1: 631,730 shares; 2025Q2: 530,993 shares; 2025Q3: 521,017 shares; 2025Q4: 540,176 shares 540,176 $24M 11.84% +19,159 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,262 shares; 2025Q1: 89,878 shares; 2025Q2: 70,999 shares; 2025Q3: 68,310 shares; 2025Q4: 69,003 shares 69,003 $14.4M 7.12% +693 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 804 shares; 2025Q1: 884 shares; 2025Q2: 13,341 shares; 2025Q3: 18,364 shares; 2025Q4: 23,920 shares 23,920 $11.7M 5.76% +5,556 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 179,425 shares; 2025Q1: 191,694 shares; 2025Q2: 164,867 shares; 2025Q3: 163,955 shares; 2025Q4: 171,276 shares 171,276 $8.02M 3.96% +7,321 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,409 shares; 2025Q1: 89,964 shares; 2025Q2: 100,711 shares; 2025Q3: 116,316 shares; 2025Q4: 130,791 shares 130,791 $6.32M 3.12% +14,475 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,598 shares; 2025Q3: 19,912 shares; 2025Q4: 26,410 shares 26,410 $5.04M 2.49% +6,498 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,241 shares; 2025Q3: 11,815 shares; 2025Q4: 15,701 shares 15,701 $4.56M 2.25% +3,886 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,877 shares; 2025Q1: 87,862 shares; 2025Q2: 92,438 shares; 2025Q3: 108,542 shares; 2025Q4: 122,128 shares 122,128 $2.89M 1.43% +13,586 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109,522 shares 109,522 $2.65M 1.31% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,109 shares; 2025Q3: 7,337 shares; 2025Q4: 9,676 shares 9,676 $2.5M 1.23% +2,339 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,261 shares; 2025Q1: 29,523 shares; 2025Q2: 16,510 shares; 2025Q3: 15,499 shares; 2025Q4: 15,137 shares 15,137 $2.17M 1.07% -362 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,853 shares; 2025Q3: 20,756 shares; 2025Q4: 25,783 shares 25,783 $2.03M 1% +5,027 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,477 shares; 2025Q3: 3,624 shares; 2025Q4: 4,538 shares 4,538 $1.8M 0.89% +914 Timeline PGX 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 274,892 shares; 2025Q1: 305,740 shares; 2025Q2: 165,972 shares; 2025Q3: 156,453 shares; 2025Q4: 153,110 shares 153,110 $1.72M 0.85% -3,343 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,317 shares; 2025Q1: 34,880 shares; 2025Q2: 19,326 shares; 2025Q3: 18,003 shares; 2025Q4: 17,377 shares 17,377 $1.56M 0.77% -626 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,927 shares; 2025Q3: 18,098 shares; 2025Q4: 21,948 shares 21,948 $1.48M 0.73% +3,850 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,098 shares; 2025Q1: 47,729 shares; 2025Q2: 46,242 shares; 2025Q3: 35,497 shares; 2025Q4: 24,330 shares 24,330 $1.3M 0.64% -11,167 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,141 shares; 2025Q3: 21,032 shares; 2025Q4: 25,704 shares 25,704 $1.27M 0.63% +4,672 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,897 shares; 2025Q1: 25,852 shares; 2025Q2: 14,313 shares; 2025Q3: 13,397 shares; 2025Q4: 13,137 shares 13,137 $1.1M 0.54% -260 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,983 shares; 2025Q3: 11,367 shares; 2025Q4: 13,902 shares 13,902 $966K 0.48% +2,535 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,890 shares; 2025Q3: 12,294 shares; 2025Q4: 14,950 shares 14,950 $704K 0.35% +2,656 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,487 shares; 2025Q1: 1,557 shares; 2025Q2: 1,185 shares; 2025Q3: 1,142 shares; 2025Q4: 1,246 shares 1,246 $603K 0.3% +104 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,380 shares; 2025Q1: 3,380 shares; 2025Q2: not reported; 2025Q3: 3,867 shares; 2025Q4: 5,355 shares 5,355 $394K 0.19% +1,488 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,404 shares; 2025Q1: 2,477 shares; 2025Q2: 1,768 shares; 2025Q3: 1,331 shares; 2025Q4: 1,246 shares 1,246 $366K 0.18% -85 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,974 shares; 2025Q1: 5,320 shares; 2025Q2: 6,255 shares; 2025Q3: 6,973 shares; 2025Q4: 7,134 shares 7,134 $359K 0.18% +161 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,797 shares; 2025Q1: 4,064 shares; 2025Q2: 2,912 shares; 2025Q3: 1,982 shares; 2025Q4: 2,729 shares 2,729 $328K 0.16% +747 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,809 shares; 2025Q1: 1,982 shares; 2025Q2: 1,206 shares; 2025Q3: 1,298 shares; 2025Q4: 1,298 shares 1,298 $300K 0.15% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,158 shares; 2025Q1: 4,909 shares; 2025Q2: 3,235 shares; 2025Q3: 3,026 shares; 2025Q4: 2,698 shares 2,698 $284K 0.14% -328 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 360 shares; 2025Q1: 441 shares; 2025Q2: 313 shares; 2025Q3: 288 shares; 2025Q4: 247 shares 247 $265K 0.13% -41 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,290 shares; 2025Q1: 3,269 shares; 2025Q2: 2,287 shares; 2025Q3: 1,613 shares; 2025Q4: 1,478 shares 1,478 $256K 0.13% -135 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,672 shares; 2025Q1: 1,672 shares; 2025Q2: 1,239 shares; 2025Q3: 1,059 shares; 2025Q4: 932 shares 932 $253K 0.13% -127 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,110 shares; 2025Q1: 2,222 shares; 2025Q2: 1,541 shares; 2025Q3: 1,229 shares; 2025Q4: 1,148 shares 1,148 $252K 0.12% -81 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,212 shares; 2025Q1: 1,162 shares; 2025Q2: 838 shares; 2025Q3: 753 shares; 2025Q4: 702 shares 702 $241K 0.12% -51 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,526 shares; 2025Q1: 4,330 shares; 2025Q2: 2,910 shares; 2025Q3: 2,218 shares; 2025Q4: 2,009 shares 2,009 $240K 0.12% -209 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,537 shares; 2025Q1: 1,446 shares; 2025Q2: 1,065 shares; 2025Q3: 737 shares; 2025Q4: 678 shares 678 $238K 0.12% -59 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,645 shares; 2025Q1: 5,430 shares; 2025Q2: 3,675 shares; 2025Q3: 2,946 shares; 2025Q4: 2,867 shares 2,867 $229K 0.11% -79 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 672 shares; 2025Q1: 661 shares; 2025Q2: not reported; 2025Q3: 437 shares; 2025Q4: 388 shares 388 $225K 0.11% -49 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,557 shares; 2025Q1: 5,590 shares; 2025Q2: 4,537 shares; 2025Q3: 2,737 shares; 2025Q4: 2,564 shares 2,564 $224K 0.11% -173 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,904 shares; 2025Q1: 1,651 shares; 2025Q2: 1,255 shares; 2025Q3: 862 shares; 2025Q4: 751 shares 751 $222K 0.11% -111 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,393 shares; 2025Q1: 1,575 shares; 2025Q2: 1,170 shares; 2025Q3: 935 shares; 2025Q4: 815 shares 815 $221K 0.11% -120 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,009 shares; 2025Q1: 6,019 shares; 2025Q2: 4,666 shares; 2025Q3: 3,736 shares; 2025Q4: 3,454 shares 3,454 $221K 0.11% -282 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,700 shares; 2025Q1: 3,444 shares; 2025Q2: 2,510 shares; 2025Q3: 1,371 shares; 2025Q4: 1,201 shares 1,201 $220K 0.11% -170 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,787 shares; 2025Q1: 2,963 shares; 2025Q2: not reported; 2025Q3: 2,525 shares; 2025Q4: 2,881 shares 2,881 $220K 0.11% +356 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,217 shares; 2025Q1: 1,216 shares; 2025Q2: 851 shares; 2025Q3: 659 shares; 2025Q4: 615 shares 615 $216K 0.11% -44 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,460 shares; 2025Q3: 1,168 shares; 2025Q4: 972 shares 972 $214K 0.11% -196 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,718 shares; 2025Q1: 2,219 shares; 2025Q2: 1,673 shares; 2025Q3: 1,387 shares; 2025Q4: 1,226 shares 1,226 $210K 0.1% -161 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,651 shares; 2025Q1: 3,663 shares; 2025Q2: 2,724 shares; 2025Q3: 1,922 shares; 2025Q4: 1,769 shares 1,769 $207K 0.1% -153 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,010 shares; 2025Q1: 1,833 shares; 2025Q2: 1,484 shares; 2025Q3: 724 shares; 2025Q4: 643 shares 643 $207K 0.1% -81 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,969 shares; 2025Q1: 10,959 shares; 2025Q2: 8,076 shares; 2025Q3: 5,480 shares; 2025Q4: 5,072 shares 5,072 $207K 0.1% -408 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,046 shares; 2025Q2: 1,588 shares; 2025Q3: 1,088 shares; 2025Q4: 1,088 shares 1,088 $203K 0.1% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280 shares; 2025Q4: 306 shares 306 $202K 0.1% +26 Timeline