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: 176,111 shares; 2024Q4: 177,445 shares; 2025Q1: 174,391 shares; 2025Q2: 186,231 shares; 2025Q3: 192,997 shares 192,997 $129M 16.09% +6,766 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597,099 shares; 2024Q4: 590,822 shares; 2025Q1: 596,607 shares; 2025Q2: 621,784 shares; 2025Q3: 648,068 shares 648,068 $51.1M 6.37% +26,284 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,443 shares; 2024Q4: 346,472 shares; 2025Q1: 342,647 shares; 2025Q2: 365,900 shares; 2025Q3: 382,514 shares 382,514 $41.6M 5.18% +16,614 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: 408,657 shares; 2024Q4: 428,627 shares; 2025Q1: 463,861 shares; 2025Q2: 500,547 shares; 2025Q3: 540,773 shares 540,773 $32.5M 4.04% +40,226 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: 781,161 shares; 2024Q4: 758,765 shares; 2025Q1: 751,673 shares; 2025Q2: 644,765 shares; 2025Q3: 641,405 shares 641,405 $32.1M 4% -3,360 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: 47,383 shares; 2024Q4: 47,209 shares; 2025Q1: 46,628 shares; 2025Q2: 47,480 shares; 2025Q3: 47,452 shares 47,452 $31.6M 3.94% -28 Timeline IDEV 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: 267,798 shares; 2024Q4: 291,283 shares; 2025Q1: 302,094 shares; 2025Q2: 315,345 shares; 2025Q3: 347,007 shares 347,007 $27.8M 3.46% +31,662 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: 102,798 shares; 2024Q4: 110,171 shares; 2025Q1: 101,023 shares; 2025Q2: 96,870 shares; 2025Q3: 97,411 shares 97,411 $24.8M 3.09% +541 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,384 shares; 2024Q4: 195,556 shares; 2025Q1: 195,779 shares; 2025Q2: 210,041 shares; 2025Q3: 217,549 shares 217,549 $16.3M 2.04% +7,508 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: 239,965 shares; 2024Q4: 233,693 shares; 2025Q1: 232,610 shares; 2025Q2: 231,935 shares; 2025Q3: 241,222 shares 241,222 $15.9M 1.98% +9,287 Timeline AOR 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: 162,866 shares; 2024Q4: 162,434 shares; 2025Q1: 169,641 shares; 2025Q2: 212,686 shares; 2025Q3: 235,663 shares 235,663 $15.2M 1.89% +22,977 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: 70,042 shares; 2024Q4: 76,544 shares; 2025Q1: 70,630 shares; 2025Q2: 71,743 shares; 2025Q3: 70,847 shares 70,847 $13.2M 1.65% -896 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: 183,612 shares; 2024Q4: 190,145 shares; 2025Q1: 169,325 shares; 2025Q2: 140,368 shares; 2025Q3: 138,417 shares 138,417 $12.1M 1.51% -1,951 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,663 shares; 2024Q4: 181,162 shares; 2025Q1: 183,098 shares; 2025Q2: 194,087 shares; 2025Q3: 200,377 shares 200,377 $11.5M 1.43% +6,290 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: 138,968 shares; 2024Q4: 143,729 shares; 2025Q1: 149,779 shares; 2025Q2: 153,429 shares; 2025Q3: 154,332 shares 154,332 $11.2M 1.4% +903 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,831 shares; 2024Q4: 70,369 shares; 2025Q1: 70,049 shares; 2025Q2: 87,604 shares; 2025Q3: 94,095 shares 94,095 $9.37M 1.17% +6,491 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: 94,170 shares; 2024Q4: 116,478 shares; 2025Q1: 123,388 shares; 2025Q2: 145,858 shares; 2025Q3: 146,427 shares 146,427 $8.77M 1.09% +569 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: 14,520 shares; 2024Q4: 22,557 shares; 2025Q1: 23,407 shares; 2025Q2: 25,937 shares; 2025Q3: 26,083 shares 26,083 $8.56M 1.07% +146 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: 18,223 shares; 2024Q4: 20,333 shares; 2025Q1: 17,792 shares; 2025Q2: 15,854 shares; 2025Q3: 15,519 shares 15,519 $8.04M 1% -335 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: 64,418 shares; 2024Q4: 65,076 shares; 2025Q1: 56,106 shares; 2025Q2: 69,182 shares; 2025Q3: 64,081 shares 64,081 $7.59M 0.95% -5,101 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: 4,787 shares; 2024Q4: 36,548 shares; 2025Q1: 25,476 shares; 2025Q2: 74,868 shares; 2025Q3: 69,115 shares 69,115 $7.36M 0.92% -5,753 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: 11,361 shares; 2024Q4: 12,043 shares; 2025Q1: 12,647 shares; 2025Q2: 12,033 shares; 2025Q3: 11,802 shares 11,802 $7.23M 0.9% -231 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: 23,273 shares; 2024Q4: 24,478 shares; 2025Q1: 29,727 shares; 2025Q2: 28,457 shares; 2025Q3: 29,202 shares 29,202 $7.11M 0.89% +745 Timeline CRBN 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: 23,248 shares; 2024Q4: 24,810 shares; 2025Q1: 24,877 shares; 2025Q2: 27,991 shares; 2025Q3: 30,119 shares 30,119 $6.83M 0.85% +2,128 Timeline MGV 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: 77,440 shares; 2024Q4: 69,465 shares; 2025Q1: 64,152 shares; 2025Q2: 47,224 shares; 2025Q3: 43,138 shares 43,138 $5.94M 0.74% -4,086 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: 31,174 shares; 2024Q4: 32,754 shares; 2025Q1: 31,484 shares; 2025Q2: 31,229 shares; 2025Q3: 26,364 shares 26,364 $5.79M 0.72% -4,865 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: 73,203 shares; 2024Q4: 69,869 shares; 2025Q1: 68,012 shares; 2025Q2: 61,211 shares; 2025Q3: 58,730 shares 58,730 $5.48M 0.68% -2,481 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: 74,921 shares; 2024Q4: 75,762 shares; 2025Q1: 69,129 shares; 2025Q2: 61,530 shares; 2025Q3: 57,446 shares 57,446 $5.34M 0.67% -4,084 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: 84,652 shares; 2024Q4: 78,411 shares; 2025Q1: 79,867 shares; 2025Q2: 76,898 shares; 2025Q3: 75,674 shares 75,674 $4.94M 0.62% -1,224 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: 14,622 shares; 2024Q4: 15,055 shares; 2025Q1: 14,672 shares; 2025Q2: 14,588 shares; 2025Q3: 14,830 shares 14,830 $4.89M 0.61% +242 Timeline IWM 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: 27,786 shares; 2024Q4: 26,389 shares; 2025Q1: 25,486 shares; 2025Q2: 19,906 shares; 2025Q3: 19,457 shares 19,457 $4.71M 0.59% -449 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: 22,388 shares; 2024Q4: 23,959 shares; 2025Q1: 19,540 shares; 2025Q2: 18,454 shares; 2025Q3: 18,030 shares 18,030 $4.38M 0.55% -424 Timeline ACWI 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: 30,600 shares; 2024Q4: 30,860 shares; 2025Q1: 30,859 shares; 2025Q2: 30,907 shares; 2025Q3: 31,002 shares 31,002 $4.29M 0.53% +95 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,750 shares; 2024Q4: 137,420 shares; 2025Q1: 121,048 shares; 2025Q2: 95,934 shares; 2025Q3: 95,348 shares 95,348 $4.18M 0.52% -586 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: not reported; 2025Q3: 22,721 shares 22,721 $4.14M 0.52% new 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: 28,136 shares; 2024Q4: 26,676 shares; 2025Q1: 26,339 shares; 2025Q2: 26,260 shares; 2025Q3: 26,875 shares 26,875 $4.13M 0.51% +615 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: 4,601 shares; 2024Q4: 4,783 shares; 2025Q1: 4,768 shares; 2025Q2: 4,831 shares; 2025Q3: 5,342 shares 5,342 $3.92M 0.49% +511 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: 11,887 shares; 2024Q4: 11,390 shares; 2025Q1: 12,004 shares; 2025Q2: 11,978 shares; 2025Q3: 11,979 shares 11,979 $3.78M 0.47% +1 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,723 shares; 2024Q4: 106,325 shares; 2025Q1: 97,614 shares; 2025Q2: 86,830 shares; 2025Q3: 84,525 shares 84,525 $3.73M 0.46% -2,305 Timeline XVV 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: 97,904 shares; 2024Q4: 94,956 shares; 2025Q1: 85,987 shares; 2025Q2: 70,207 shares; 2025Q3: 63,847 shares 63,847 $3.29M 0.41% -6,360 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: 8,415 shares; 2024Q4: 8,961 shares; 2025Q1: 9,452 shares; 2025Q2: 9,717 shares; 2025Q3: 9,890 shares 9,890 $2.76M 0.34% +173 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: 3,236 shares; 2024Q4: 3,631 shares; 2025Q1: 3,590 shares; 2025Q2: 3,479 shares; 2025Q3: 3,601 shares 3,601 $2.75M 0.34% +122 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: 13,521 shares; 2024Q4: 13,320 shares; 2025Q1: 15,484 shares; 2025Q2: 16,049 shares; 2025Q3: 19,025 shares 19,025 $2.62M 0.33% +2,976 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,509 shares; 2024Q4: 5,489 shares; 2025Q1: 5,380 shares; 2025Q2: 5,466 shares; 2025Q3: 5,485 shares 5,485 $2.61M 0.32% +19 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: 4,395 shares; 2024Q4: 4,791 shares; 2025Q1: 4,799 shares; 2025Q2: 5,040 shares; 2025Q3: 5,113 shares 5,113 $2.57M 0.32% +73 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: 46,005 shares; 2024Q4: 58,438 shares; 2025Q1: 52,932 shares; 2025Q2: 48,009 shares; 2025Q3: 47,258 shares 47,258 $2.56M 0.32% -751 Timeline 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: 53,235 shares; 2024Q4: 114,514 shares; 2025Q1: 114,904 shares; 2025Q2: 110,626 shares; 2025Q3: 108,904 shares 108,904 $2.54M 0.32% -1,722 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: 9,596 shares; 2024Q4: 11,475 shares; 2025Q1: 9,966 shares; 2025Q2: 9,702 shares; 2025Q3: 10,832 shares 10,832 $2.51M 0.31% +1,130 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: 1,583 shares; 2024Q4: 1,583 shares; 2025Q1: 3,561 shares; 2025Q2: 9,109 shares; 2025Q3: 8,806 shares 8,806 $2.48M 0.31% -303 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: 10,110 shares; 2024Q4: 10,550 shares; 2025Q1: 10,266 shares; 2025Q2: 8,525 shares; 2025Q3: 8,310 shares 8,310 $2.34M 0.29% -215 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: 5,883 shares; 2024Q4: 6,325 shares; 2025Q1: 6,384 shares; 2025Q2: 6,671 shares; 2025Q3: 6,790 shares 6,790 $2.32M 0.29% +119 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: 29,399 shares; 2024Q4: 30,169 shares; 2025Q1: 28,634 shares; 2025Q2: 28,374 shares; 2025Q3: 33,102 shares 33,102 $2.2M 0.27% +4,728 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: 3,093 shares; 2024Q4: 3,593 shares; 2025Q1: 3,656 shares; 2025Q2: 3,683 shares; 2025Q3: 3,648 shares 3,648 $2.19M 0.27% -35 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,894 shares; 2024Q4: 12,197 shares; 2025Q1: 17,480 shares; 2025Q2: 19,577 shares; 2025Q3: 15,393 shares 15,393 $2.18M 0.27% -4,184 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: 15,419 shares; 2024Q4: 15,334 shares; 2025Q1: 15,245 shares; 2025Q2: 15,295 shares; 2025Q3: 15,197 shares 15,197 $2.13M 0.27% -98 Timeline EEM 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: 48,506 shares; 2024Q4: 55,526 shares; 2025Q1: 47,484 shares; 2025Q2: 40,510 shares; 2025Q3: 39,085 shares 39,085 $2.09M 0.26% -1,425 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: 4,371 shares; 2024Q4: 4,605 shares; 2025Q1: 4,726 shares; 2025Q2: 4,503 shares; 2025Q3: 4,703 shares 4,703 $1.91M 0.24% +200 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: 3,469 shares; 2024Q4: 3,469 shares; 2025Q1: 4,019 shares; 2025Q2: 4,019 shares; 2025Q3: 4,019 shares 4,019 $1.88M 0.23% 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: 1,466 shares; 2024Q4: 1,562 shares; 2025Q1: 1,249 shares; 2025Q2: 1,246 shares; 2025Q3: 1,523 shares 1,523 $1.83M 0.23% +277 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,522 shares; 2024Q4: 6,585 shares; 2025Q1: 6,483 shares; 2025Q2: 6,649 shares; 2025Q3: 6,434 shares 6,434 $1.8M 0.22% -215 Timeline SCHB 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: 26,168 shares; 2024Q4: 77,300 shares; 2025Q1: 77,052 shares; 2025Q2: 68,825 shares; 2025Q3: 66,151 shares 66,151 $1.7M 0.21% -2,674 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: 12,310 shares; 2024Q4: 12,426 shares; 2025Q1: 12,556 shares; 2025Q2: 12,541 shares; 2025Q3: 12,698 shares 12,698 $1.7M 0.21% +157 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: 5,571 shares; 2024Q4: 6,079 shares; 2025Q1: 5,948 shares; 2025Q2: 7,748 shares; 2025Q3: 8,122 shares 8,122 $1.7M 0.21% +374 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,657 shares; 2024Q4: 14,824 shares; 2025Q1: 14,408 shares; 2025Q2: 14,436 shares; 2025Q3: 14,525 shares 14,525 $1.66M 0.21% +89 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: 51,824 shares; 2024Q4: 52,935 shares; 2025Q1: 70,209 shares; 2025Q2: 62,046 shares; 2025Q3: 64,271 shares 64,271 $1.64M 0.2% +2,225 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,111 shares; 2025Q1: 11,020 shares; 2025Q2: 11,327 shares; 2025Q3: 11,821 shares 11,821 $1.58M 0.2% +494 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: 2,069 shares; 2024Q4: 2,315 shares; 2025Q1: 2,264 shares; 2025Q2: 2,464 shares; 2025Q3: 2,626 shares 2,626 $1.49M 0.19% +162 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: 18,101 shares; 2024Q4: 17,963 shares; 2025Q1: 18,826 shares; 2025Q2: 17,914 shares; 2025Q3: 17,719 shares 17,719 $1.49M 0.19% -195 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: 8,749 shares; 2024Q4: 8,843 shares; 2025Q1: 8,970 shares; 2025Q2: 9,081 shares; 2025Q3: 9,132 shares 9,132 $1.48M 0.18% +51 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: 3,531 shares; 2024Q4: 3,850 shares; 2025Q1: 4,028 shares; 2025Q2: 4,058 shares; 2025Q3: 4,251 shares 4,251 $1.41M 0.18% +193 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 1,760 shares; 2025Q1: 1,907 shares; 2025Q2: 1,918 shares; 2025Q3: 2,011 shares 2,011 $1.37M 0.17% +93 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: 3,031 shares; 2024Q4: 3,606 shares; 2025Q1: 3,608 shares; 2025Q2: 3,573 shares; 2025Q3: 3,573 shares 3,573 $1.27M 0.16% 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: 15,819 shares; 2024Q4: 16,173 shares; 2025Q1: 18,717 shares; 2025Q2: 27,272 shares; 2025Q3: 28,141 shares 28,141 $1.27M 0.16% +869 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: 1,367 shares; 2024Q4: 1,367 shares; 2025Q1: 1,356 shares; 2025Q2: 1,353 shares; 2025Q3: 1,357 shares 1,357 $1.26M 0.16% +4 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,713 shares; 2024Q4: 6,048 shares; 2025Q1: 3,812 shares; 2025Q2: 3,824 shares; 2025Q3: 10,873 shares 10,873 $1.21M 0.15% +7,049 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: 3,198 shares; 2024Q4: 3,659 shares; 2025Q1: 2,902 shares; 2025Q2: 2,724 shares; 2025Q3: 2,706 shares 2,706 $1.2M 0.15% -18 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: 1,366 shares; 2024Q4: 1,471 shares; 2025Q1: 1,429 shares; 2025Q2: 1,439 shares; 2025Q3: 1,502 shares 1,502 $1.2M 0.15% +63 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: 11,609 shares; 2024Q4: 11,875 shares; 2025Q1: 11,863 shares; 2025Q2: 11,903 shares; 2025Q3: 11,601 shares 11,601 $1.2M 0.15% -302 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: 2,029 shares; 2024Q4: 2,842 shares; 2025Q1: 2,425 shares; 2025Q2: 2,414 shares; 2025Q3: 2,500 shares 2,500 $1.19M 0.15% +86 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: 5,559 shares; 2024Q4: 5,698 shares; 2025Q1: 5,467 shares; 2025Q2: 5,455 shares; 2025Q3: 5,007 shares 5,007 $1.18M 0.15% -448 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: 3,359 shares; 2024Q4: 4,548 shares; 2025Q1: not reported; 2025Q2: 4,177 shares; 2025Q3: 4,159 shares 4,159 $1.17M 0.15% -18 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,241 shares; 2024Q4: 60,909 shares; 2025Q1: 52,232 shares; 2025Q2: 54,353 shares; 2025Q3: 34,786 shares 34,786 $1.17M 0.15% -19,567 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,139 shares; 2024Q4: 4,945 shares; 2025Q1: 5,521 shares; 2025Q2: 4,597 shares; 2025Q3: 4,587 shares 4,587 $1.17M 0.15% -10 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,064 shares; 2024Q4: 165,093 shares; 2025Q1: 180,183 shares; 2025Q2: 215,078 shares; 2025Q3: 185,078 shares 185,078 $1.13M 0.14% -30,000 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: 3,617 shares; 2024Q4: 3,721 shares; 2025Q1: 3,759 shares; 2025Q2: 3,707 shares; 2025Q3: 3,746 shares 3,746 $1.1M 0.14% +39 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: 32,415 shares; 2024Q4: 37,755 shares; 2025Q1: 37,489 shares; 2025Q2: 37,348 shares; 2025Q3: 38,781 shares 38,781 $1.1M 0.14% +1,433 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: 4,554 shares; 2024Q4: 6,196 shares; 2025Q1: 5,960 shares; 2025Q2: 6,076 shares; 2025Q3: 6,327 shares 6,327 $1.08M 0.13% +251 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: 6,636 shares; 2024Q4: 6,926 shares; 2025Q1: 8,272 shares; 2025Q2: 8,223 shares; 2025Q3: 7,417 shares 7,417 $1.07M 0.13% -806 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: 12,917 shares; 2024Q4: 13,728 shares; 2025Q1: 13,234 shares; 2025Q2: 9,763 shares; 2025Q3: 9,381 shares 9,381 $1.06M 0.13% -382 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,433 shares; 2024Q4: 2,893 shares; 2025Q1: 4,661 shares; 2025Q2: 4,777 shares; 2025Q3: 5,928 shares 5,928 $1.06M 0.13% +1,151 Timeline IWD 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: 4,358 shares; 2024Q4: 4,358 shares; 2025Q1: 5,148 shares; 2025Q2: 5,148 shares; 2025Q3: 5,148 shares 5,148 $1.05M 0.13% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 190 shares; 2025Q3: 191 shares 191 $1.03M 0.13% +1 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,925 shares; 2024Q4: 10,132 shares; 2025Q1: 11,031 shares; 2025Q2: 10,959 shares; 2025Q3: 10,400 shares 10,400 $1.02M 0.13% -559 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: 872 shares; 2024Q4: 864 shares; 2025Q1: 995 shares; 2025Q2: 1,008 shares; 2025Q3: 1,046 shares 1,046 $1.01M 0.13% +38 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: 6,738 shares; 2024Q4: 6,749 shares; 2025Q1: 6,134 shares; 2025Q2: 5,408 shares; 2025Q3: 5,433 shares 5,433 $1.01M 0.13% +25 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: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares 3,250 $1M 0.12% 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: 4,868 shares; 2024Q4: 3,400 shares; 2025Q1: 3,505 shares; 2025Q2: 3,505 shares; 2025Q3: 3,347 shares 3,347 $996K 0.12% -158 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: 2,211 shares; 2024Q4: 2,167 shares; 2025Q1: 2,526 shares; 2025Q2: 2,583 shares; 2025Q3: 3,890 shares 3,890 $978K 0.12% +1,307 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: 3,680 shares; 2024Q4: 4,001 shares; 2025Q1: 3,908 shares; 2025Q2: 4,078 shares; 2025Q3: 4,078 shares 4,078 $967K 0.12% 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: 6,053 shares; 2024Q4: 5,663 shares; 2025Q1: 5,616 shares; 2025Q2: 5,699 shares; 2025Q3: 5,807 shares 5,807 $966K 0.12% +108 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: 5,488 shares; 2024Q4: 6,591 shares; 2025Q1: 5,306 shares; 2025Q2: 5,699 shares; 2025Q3: 6,045 shares 6,045 $961K 0.12% +346 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: 4,259 shares; 2024Q4: 5,578 shares; 2025Q1: 4,858 shares; 2025Q2: 4,865 shares; 2025Q3: 4,682 shares 4,682 $959K 0.12% -183 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,820 shares; 2024Q4: 6,877 shares; 2025Q1: 4,953 shares; 2025Q2: 5,162 shares; 2025Q3: 8,679 shares 8,679 $946K 0.12% +3,517 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831 shares; 2024Q4: 944 shares; 2025Q1: 835 shares; 2025Q2: 990 shares; 2025Q3: 1,016 shares 1,016 $935K 0.12% +26 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,420 shares; 2025Q1: 1,833 shares; 2025Q2: 1,824 shares; 2025Q3: 1,908 shares 1,908 $929K 0.12% +84 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: not reported; 2024Q4: 784 shares; 2025Q1: 749 shares; 2025Q2: 686 shares; 2025Q3: 1,470 shares 1,470 $904K 0.11% +784 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: 17,056 shares; 2024Q4: 19,924 shares; 2025Q1: 18,956 shares; 2025Q2: 19,593 shares; 2025Q3: 20,365 shares 20,365 $895K 0.11% +772 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,363 shares; 2024Q4: 28,657 shares; 2025Q1: 25,886 shares; 2025Q2: 27,041 shares; 2025Q3: 28,960 shares 28,960 $875K 0.11% +1,919 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,653 shares; 2024Q4: 7,920 shares; 2025Q1: 8,479 shares; 2025Q2: 8,667 shares; 2025Q3: 8,473 shares 8,473 $827K 0.1% -194 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 1,605 shares; 2025Q1: 1,794 shares; 2025Q2: 2,389 shares; 2025Q3: 4,056 shares 4,056 $826K 0.1% +1,667 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,258 shares; 2025Q1: 26,662 shares; 2025Q2: 27,361 shares; 2025Q3: 28,410 shares 28,410 $818K 0.1% +1,049 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,902 shares; 2024Q4: 7,938 shares; 2025Q1: 7,870 shares; 2025Q2: 7,932 shares; 2025Q3: 8,047 shares 8,047 $817K 0.1% +115 Timeline NAGE NIAGEN BIOSCIENCE INC More: the full row for NIAGEN BIOSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,847 shares; 2024Q4: 93,847 shares; 2025Q1: 81,847 shares; 2025Q2: 85,000 shares; 2025Q3: 85,000 shares 85,000 $793K 0.1% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,087 shares; 2025Q1: 4,935 shares; 2025Q2: 5,653 shares; 2025Q3: 5,431 shares 5,431 $791K 0.1% -222 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,932 shares; 2024Q4: 4,044 shares; 2025Q1: 4,005 shares; 2025Q2: 4,126 shares; 2025Q3: 3,916 shares 3,916 $785K 0.1% -210 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,504 shares; 2024Q4: 28,649 shares; 2025Q1: 29,101 shares; 2025Q2: 28,690 shares; 2025Q3: 40,123 shares 40,123 $772K 0.1% +11,433 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: 4,197 shares; 2024Q4: 4,951 shares; 2025Q1: 4,614 shares; 2025Q2: 4,557 shares; 2025Q3: 4,887 shares 4,887 $759K 0.09% +330 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: not reported; 2025Q1: not reported; 2025Q2: 2,155 shares; 2025Q3: 3,545 shares 3,545 $754K 0.09% +1,390 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA 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: 14,509 shares; 2025Q3: 14,332 shares 14,332 $744K 0.09% -177 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,288 shares; 2024Q4: 6,110 shares; 2025Q1: 6,418 shares; 2025Q2: 6,469 shares; 2025Q3: 4,448 shares 4,448 $742K 0.09% -2,021 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,972 shares; 2025Q1: not reported; 2025Q2: 6,558 shares; 2025Q3: 6,607 shares 6,607 $742K 0.09% +49 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,829 shares; 2024Q4: 25,644 shares; 2025Q1: 25,425 shares; 2025Q2: 17,150 shares; 2025Q3: 17,156 shares 17,156 $734K 0.09% +6 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,435 shares; 2025Q1: 2,605 shares; 2025Q2: 2,488 shares; 2025Q3: 2,472 shares 2,472 $726K 0.09% -16 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,373 shares; 2024Q4: 4,474 shares; 2025Q1: 4,455 shares; 2025Q2: 4,448 shares; 2025Q3: 4,446 shares 4,446 $721K 0.09% -2 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,940 shares; 2024Q4: 5,343 shares; 2025Q1: 4,903 shares; 2025Q2: 5,316 shares; 2025Q3: 5,597 shares 5,597 $718K 0.09% +281 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: 3,655 shares; 2024Q4: 3,660 shares; 2025Q1: 3,395 shares; 2025Q2: 3,394 shares; 2025Q3: 3,322 shares 3,322 $717K 0.09% -72 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,556 shares; 2025Q1: 878 shares; 2025Q2: 881 shares; 2025Q3: 1,599 shares 1,599 $715K 0.09% +718 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 39,942 shares; 2025Q1: 39,942 shares; 2025Q2: 39,942 shares; 2025Q3: 39,942 shares 39,942 $714K 0.09% 0 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: not reported; 2024Q4: 22,727 shares; 2025Q1: 18,367 shares; 2025Q2: 13,846 shares; 2025Q3: 13,944 shares 13,944 $712K 0.09% +98 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: 1,912 shares; 2024Q4: 2,226 shares; 2025Q1: 2,333 shares; 2025Q2: 2,421 shares; 2025Q3: 2,632 shares 2,632 $711K 0.09% +211 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: 3,842 shares; 2024Q4: 4,231 shares; 2025Q1: 4,216 shares; 2025Q2: 3,209 shares; 2025Q3: 3,519 shares 3,519 $707K 0.09% +310 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: 2,290 shares; 2024Q4: 2,371 shares; 2025Q1: 2,512 shares; 2025Q2: 2,454 shares; 2025Q3: 2,471 shares 2,471 $697K 0.09% +17 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO 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: 5,000 shares 5,000 $696K 0.09% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,327 shares; 2024Q4: 23,327 shares; 2025Q1: 23,327 shares; 2025Q2: 23,327 shares; 2025Q3: 23,327 shares 23,327 $691K 0.09% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 3,158 shares; 2025Q1: 3,047 shares; 2025Q2: 3,039 shares; 2025Q3: 2,866 shares 2,866 $686K 0.09% -173 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,157 shares; 2025Q1: 1,785 shares; 2025Q2: 1,733 shares; 2025Q3: 1,628 shares 1,628 $675K 0.08% -105 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,925 shares; 2024Q4: 12,416 shares; 2025Q1: 12,432 shares; 2025Q2: 12,192 shares; 2025Q3: 13,259 shares 13,259 $669K 0.08% +1,067 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: 2,457 shares; 2024Q4: 2,486 shares; 2025Q1: 2,673 shares; 2025Q2: 2,334 shares; 2025Q3: 1,925 shares 1,925 $665K 0.08% -409 Timeline EMSF MATTHEWS INTL FDS More: the full row for MATTHEWS INTL FDS 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: 17,954 shares; 2025Q3: 22,677 shares 22,677 $663K 0.08% +4,723 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,111 shares; 2025Q3: 1,111 shares 1,111 $662K 0.08% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 1,942 shares; 2025Q2: 2,024 shares; 2025Q3: 2,370 shares 2,370 $645K 0.08% +346 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 387 shares; 2025Q1: 369 shares; 2025Q2: 375 shares; 2025Q3: 596 shares 596 $643K 0.08% +221 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,977 shares; 2024Q4: 2,966 shares; 2025Q1: 2,985 shares; 2025Q2: 2,970 shares; 2025Q3: 2,968 shares 2,968 $637K 0.08% -2 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 2,690 shares; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares 1,868 $635K 0.08% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,395 shares; 2024Q4: 20,497 shares; 2025Q1: 20,593 shares; 2025Q2: 20,169 shares; 2025Q3: 20,275 shares 20,275 $634K 0.08% +106 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: 666 shares; 2024Q4: 666 shares; 2025Q1: 1,333 shares; 2025Q2: 1,313 shares; 2025Q3: 1,314 shares 1,314 $630K 0.08% +1 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: 1,231 shares; 2024Q4: 1,287 shares; 2025Q1: 1,457 shares; 2025Q2: 1,276 shares; 2025Q3: 1,275 shares 1,275 $618K 0.08% -1 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: 1,355 shares; 2024Q4: 1,431 shares; 2025Q1: 1,680 shares; 2025Q2: 1,695 shares; 2025Q3: 1,664 shares 1,664 $615K 0.08% -31 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 2,215 shares; 2025Q1: 2,227 shares; 2025Q2: 2,226 shares; 2025Q3: 2,187 shares 2,187 $614K 0.08% -39 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,751 shares; 2025Q1: 5,249 shares; 2025Q2: 4,855 shares; 2025Q3: 5,551 shares 5,551 $610K 0.08% +696 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: 6,879 shares; 2024Q4: 6,872 shares; 2025Q1: 8,648 shares; 2025Q2: 8,196 shares; 2025Q3: 8,862 shares 8,862 $606K 0.08% +666 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,680 shares; 2024Q4: 46,473 shares; 2025Q1: 47,241 shares; 2025Q2: 49,191 shares; 2025Q3: 54,080 shares 54,080 $600K 0.07% +4,889 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,847 shares; 2024Q4: 6,401 shares; 2025Q1: 5,185 shares; 2025Q2: 5,425 shares; 2025Q3: 6,258 shares 6,258 $597K 0.07% +833 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,955 shares; 2024Q4: 77,033 shares; 2025Q1: 79,360 shares; 2025Q2: 77,363 shares; 2025Q3: 80,881 shares 80,881 $588K 0.07% +3,518 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,259 shares; 2024Q4: 11,768 shares; 2025Q1: 8,512 shares; 2025Q2: 8,466 shares; 2025Q3: 12,177 shares 12,177 $582K 0.07% +3,711 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,929 shares; 2024Q4: 6,733 shares; 2025Q1: 6,303 shares; 2025Q2: 6,449 shares; 2025Q3: 6,887 shares 6,887 $567K 0.07% +438 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: 2,494 shares; 2024Q4: 2,915 shares; 2025Q1: 2,698 shares; 2025Q2: 2,698 shares; 2025Q3: 2,687 shares 2,687 $566K 0.07% -11 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,077 shares; 2024Q4: 4,095 shares; 2025Q1: 4,108 shares; 2025Q2: 3,658 shares; 2025Q3: 2,287 shares 2,287 $564K 0.07% -1,371 Timeline IEI 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: 8,632 shares; 2025Q1: 5,129 shares; 2025Q2: 4,704 shares; 2025Q3: 4,704 shares 4,704 $562K 0.07% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 2,746 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,793 shares 3,793 $560K 0.07% new Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,726 shares; 2024Q4: 8,578 shares; 2025Q1: 8,316 shares; 2025Q2: 8,844 shares; 2025Q3: 9,962 shares 9,962 $559K 0.07% +1,118 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 889 shares; 2024Q4: 832 shares; 2025Q1: 823 shares; 2025Q2: 710 shares; 2025Q3: 585 shares 585 $558K 0.07% -125 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,446 shares; 2024Q4: 179,083 shares; 2025Q1: 161,287 shares; 2025Q2: 164,147 shares; 2025Q3: 209,429 shares 209,429 $551K 0.07% +45,282 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,137 shares; 2024Q4: 3,196 shares; 2025Q1: 3,217 shares; 2025Q2: 3,185 shares; 2025Q3: 3,470 shares 3,470 $547K 0.07% +285 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,023 shares; 2024Q4: 1,100 shares; 2025Q1: 1,083 shares; 2025Q2: 1,094 shares; 2025Q3: 1,142 shares 1,142 $544K 0.07% +48 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: 4,935 shares; 2024Q4: 4,935 shares; 2025Q1: 5,466 shares; 2025Q2: 4,592 shares; 2025Q3: 4,570 shares 4,570 $543K 0.07% -22 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,710 shares; 2025Q1: 1,626 shares; 2025Q2: 1,827 shares; 2025Q3: 1,697 shares 1,697 $539K 0.07% -130 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 865 shares; 2025Q1: 859 shares; 2025Q2: 933 shares; 2025Q3: 1,092 shares 1,092 $539K 0.07% +159 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,956 shares; 2024Q4: 14,556 shares; 2025Q1: 15,256 shares; 2025Q2: 14,856 shares; 2025Q3: 15,656 shares 15,656 $535K 0.07% +800 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,137 shares; 2024Q4: 2,043 shares; 2025Q1: 1,872 shares; 2025Q2: 1,864 shares; 2025Q3: 1,862 shares 1,862 $526K 0.07% -2 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: 1,406 shares; 2024Q4: 1,406 shares; 2025Q1: 1,406 shares; 2025Q2: 1,406 shares; 2025Q3: 1,406 shares 1,406 $514K 0.06% 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: 8,179 shares; 2024Q4: 9,540 shares; 2025Q1: 8,340 shares; 2025Q2: 7,210 shares; 2025Q3: 11,287 shares 11,287 $509K 0.06% +4,077 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 2,119 shares; 2025Q1: 2,052 shares; 2025Q2: 2,078 shares; 2025Q3: 2,046 shares 2,046 $505K 0.06% -32 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: 2,854 shares; 2025Q1: 2,779 shares; 2025Q2: 2,410 shares; 2025Q3: 2,410 shares 2,410 $505K 0.06% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 202 shares; 2025Q1: 204 shares; 2025Q2: 213 shares; 2025Q3: 214 shares 214 $500K 0.06% +1 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,928 shares; 2024Q4: 12,271 shares; 2025Q1: 12,141 shares; 2025Q2: 11,884 shares; 2025Q3: 6,988 shares 6,988 $496K 0.06% -4,896 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,000 shares; 2024Q4: 400,000 shares; 2025Q1: 400,000 shares; 2025Q2: 400,000 shares; 2025Q3: 400,000 shares 400,000 $496K 0.06% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 1,166 shares; 2025Q1: 1,134 shares; 2025Q2: 1,138 shares; 2025Q3: 1,148 shares 1,148 $489K 0.06% +10 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,453 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,217 shares 11,217 $484K 0.06% 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: not reported; 2024Q4: 3,424 shares; 2025Q1: 3,428 shares; 2025Q2: 3,432 shares; 2025Q3: 3,436 shares 3,436 $481K 0.06% +4 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: 4,018 shares; 2024Q4: 4,094 shares; 2025Q1: 3,491 shares; 2025Q2: 3,391 shares; 2025Q3: 3,391 shares 3,391 $478K 0.06% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,008 shares; 2024Q4: 7,401 shares; 2025Q1: 7,160 shares; 2025Q2: 7,690 shares; 2025Q3: 9,888 shares 9,888 $478K 0.06% +2,198 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: not reported; 2024Q4: 2,590 shares; 2025Q1: 2,470 shares; 2025Q2: 2,470 shares; 2025Q3: 2,470 shares 2,470 $469K 0.06% 0 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: 838 shares; 2024Q4: 1,588 shares; 2025Q1: 941 shares; 2025Q2: 939 shares; 2025Q3: 932 shares 932 $465K 0.06% -7 Timeline EBAY EBAY INC. More: the full row for EBAY 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: 2,989 shares; 2025Q2: 2,811 shares; 2025Q3: 5,073 shares 5,073 $461K 0.06% +2,262 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M 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: not reported; 2025Q2: not reported; 2025Q3: 4,248 shares 4,248 $461K 0.06% new Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,007 shares; 2024Q4: 22,212 shares; 2025Q1: 24,548 shares; 2025Q2: 24,332 shares; 2025Q3: 36,034 shares 36,034 $459K 0.06% +11,702 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: 1,722 shares; 2024Q4: 1,789 shares; 2025Q1: 1,743 shares; 2025Q2: 1,397 shares; 2025Q3: 1,756 shares 1,756 $458K 0.06% +359 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,199 shares; 2024Q4: 20,989 shares; 2025Q1: 21,363 shares; 2025Q2: 25,136 shares; 2025Q3: 27,639 shares 27,639 $450K 0.06% +2,503 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,443 shares; 2024Q4: 14,639 shares; 2025Q1: 12,970 shares; 2025Q2: 13,958 shares; 2025Q3: 14,595 shares 14,595 $450K 0.06% +637 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: 2,626 shares; 2024Q4: 3,042 shares; 2025Q1: 2,760 shares; 2025Q2: 1,511 shares; 2025Q3: 1,490 shares 1,490 $448K 0.06% -21 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 1,871 shares; 2025Q1: 2,308 shares; 2025Q2: 2,337 shares; 2025Q3: 2,153 shares 2,153 $442K 0.06% -184 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,457 shares; 2024Q4: 4,305 shares; 2025Q1: 2,692 shares; 2025Q2: 3,043 shares; 2025Q3: 2,640 shares 2,640 $442K 0.06% -403 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,365 shares; 2024Q4: 11,047 shares; 2025Q1: 11,084 shares; 2025Q2: 10,630 shares; 2025Q3: 9,616 shares 9,616 $440K 0.05% -1,014 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: 2,364 shares; 2024Q4: 3,399 shares; 2025Q1: 3,370 shares; 2025Q2: 2,691 shares; 2025Q3: 2,606 shares 2,606 $436K 0.05% -85 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,650 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,618 shares; 2025Q3: 9,618 shares 9,618 $428K 0.05% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 702 shares; 2025Q1: 723 shares; 2025Q2: 854 shares; 2025Q3: 1,012 shares 1,012 $427K 0.05% +158 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,383 shares; 2024Q4: 3,737 shares; 2025Q1: 3,509 shares; 2025Q2: 3,521 shares; 2025Q3: 3,309 shares 3,309 $427K 0.05% -212 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,816 shares; 2024Q4: 2,991 shares; 2025Q1: 3,844 shares; 2025Q2: 3,720 shares; 2025Q3: 3,721 shares 3,721 $426K 0.05% +1 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD 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: 1,818 shares; 2025Q2: 1,676 shares; 2025Q3: 1,724 shares 1,724 $425K 0.05% +48 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,785 shares; 2025Q1: 1,479 shares; 2025Q2: 1,447 shares; 2025Q3: 918 shares 918 $420K 0.05% -529 Timeline SCHX 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: 5,856 shares; 2024Q4: 16,712 shares; 2025Q1: 15,711 shares; 2025Q2: 15,322 shares; 2025Q3: 15,451 shares 15,451 $407K 0.05% +129 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: 1,556 shares; 2024Q4: 1,446 shares; 2025Q1: 1,377 shares; 2025Q2: 1,329 shares; 2025Q3: 1,328 shares 1,328 $403K 0.05% -1 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 1,953 shares; 2025Q1: 1,444 shares; 2025Q2: 1,393 shares; 2025Q3: 1,971 shares 1,971 $400K 0.05% +578 Timeline FAST FASTENAL CO More: the full row for FASTENAL 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: 2,840 shares; 2025Q2: 5,628 shares; 2025Q3: 8,042 shares 8,042 $394K 0.05% +2,414 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,876 shares; 2025Q2: 6,578 shares; 2025Q3: 6,578 shares 6,578 $394K 0.05% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,467 shares; 2025Q1: 1,428 shares; 2025Q2: 1,575 shares; 2025Q3: 2,088 shares 2,088 $392K 0.05% +513 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD 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: 1,636 shares; 2025Q2: 1,785 shares; 2025Q3: 2,191 shares 2,191 $392K 0.05% +406 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 3,039 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,321 shares 3,321 $392K 0.05% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,727 shares; 2024Q4: 7,169 shares; 2025Q1: 3,600 shares; 2025Q2: 3,486 shares; 2025Q3: 3,008 shares 3,008 $386K 0.05% -478 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS 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: 684 shares 684 $385K 0.05% new Timeline SNY SANOFI SA More: the full row for SANOFI SA 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: 8,113 shares; 2025Q2: 7,735 shares; 2025Q3: 8,076 shares 8,076 $381K 0.05% +341 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: 4,551 shares; 2024Q4: 4,663 shares; 2025Q1: 4,771 shares; 2025Q2: 4,543 shares; 2025Q3: 3,863 shares 3,863 $380K 0.05% -680 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A 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: 316 shares; 2025Q3: 540 shares 540 $377K 0.05% +224 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 4,193 shares; 2025Q1: 3,782 shares; 2025Q2: 3,202 shares; 2025Q3: 4,105 shares 4,105 $375K 0.05% +903 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 2,196 shares; 2025Q1: 2,027 shares; 2025Q2: 2,119 shares; 2025Q3: 2,223 shares 2,223 $375K 0.05% +104 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: 1,135 shares; 2024Q4: 1,229 shares; 2025Q1: 1,122 shares; 2025Q2: 1,122 shares; 2025Q3: 1,065 shares 1,065 $374K 0.05% -57 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,943 shares; 2024Q4: 13,068 shares; 2025Q1: 36,716 shares; 2025Q2: 35,482 shares; 2025Q3: 49,188 shares 49,188 $373K 0.05% +13,706 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: 12,890 shares; 2024Q4: 12,676 shares; 2025Q1: 12,818 shares; 2025Q2: 11,397 shares; 2025Q3: 11,098 shares 11,098 $370K 0.05% -299 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP 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: 3,611 shares; 2025Q3: 4,413 shares 4,413 $366K 0.05% +802 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: 3,049 shares; 2024Q4: 3,808 shares; 2025Q1: 3,118 shares; 2025Q2: 2,509 shares; 2025Q3: 2,509 shares 2,509 $365K 0.05% 0 Timeline TIP 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: 3,282 shares 3,282 $365K 0.05% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,627 shares; 2024Q4: 1,634 shares; 2025Q1: 1,686 shares; 2025Q2: 1,406 shares; 2025Q3: 1,531 shares 1,531 $365K 0.05% +125 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,651 shares; 2025Q1: 2,490 shares; 2025Q2: 2,665 shares; 2025Q3: 2,206 shares 2,206 $360K 0.04% -459 Timeline EMXC 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: not reported; 2024Q4: not reported; 2025Q1: 3,997 shares; 2025Q2: 5,525 shares; 2025Q3: 5,295 shares 5,295 $357K 0.04% -230 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 811 shares; 2025Q1: 822 shares; 2025Q2: 812 shares; 2025Q3: 779 shares 779 $356K 0.04% -33 Timeline IGIB 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: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares 6,500 $352K 0.04% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR 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: 1,064 shares; 2025Q2: 1,173 shares; 2025Q3: 1,359 shares 1,359 $351K 0.04% +186 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,789 shares; 2024Q4: 2,789 shares; 2025Q1: 2,789 shares; 2025Q2: 2,789 shares; 2025Q3: 2,789 shares 2,789 $351K 0.04% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,595 shares; 2024Q4: 11,255 shares; 2025Q1: 10,681 shares; 2025Q2: 10,119 shares; 2025Q3: 10,113 shares 10,113 $349K 0.04% -6 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,337 shares; 2025Q1: not reported; 2025Q2: 1,254 shares; 2025Q3: 1,549 shares 1,549 $348K 0.04% +295 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,232 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,819 shares 1,819 $340K 0.04% new Timeline RSPT 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: not reported; 2024Q4: not reported; 2025Q1: 7,601 shares; 2025Q2: 7,606 shares; 2025Q3: 7,611 shares 7,611 $339K 0.04% +5 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,261 shares; 2025Q1: 1,277 shares; 2025Q2: 1,356 shares; 2025Q3: 1,268 shares 1,268 $339K 0.04% -88 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,785 shares; 2024Q4: 7,062 shares; 2025Q1: 6,125 shares; 2025Q2: 5,965 shares; 2025Q3: 4,287 shares 4,287 $337K 0.04% -1,678 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,452 shares; 2024Q4: 7,197 shares; 2025Q1: 9,109 shares; 2025Q2: 9,604 shares; 2025Q3: 12,979 shares 12,979 $331K 0.04% +3,375 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: 3,945 shares; 2024Q4: 5,145 shares; 2025Q1: 4,953 shares; 2025Q2: 4,911 shares; 2025Q3: 4,943 shares 4,943 $327K 0.04% +32 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,679 shares; 2024Q4: 7,971 shares; 2025Q1: 7,473 shares; 2025Q2: 8,428 shares; 2025Q3: 5,493 shares 5,493 $326K 0.04% -2,935 FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,165 shares; 2024Q4: 20,165 shares; 2025Q1: 20,166 shares; 2025Q2: 20,165 shares; 2025Q3: 20,166 shares 20,166 $325K 0.04% +1 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,399 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,313 shares 5,313 $323K 0.04% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 497 shares; 2025Q1: not reported; 2025Q2: 639 shares; 2025Q3: 747 shares 747 $321K 0.04% +108 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: 543 shares; 2024Q4: 562 shares; 2025Q1: 537 shares; 2025Q2: 525 shares; 2025Q3: 335 shares 335 $320K 0.04% -190 Timeline SPLV 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: 3,170 shares; 2024Q4: 4,393 shares; 2025Q1: 4,399 shares; 2025Q2: 4,336 shares; 2025Q3: 4,343 shares 4,343 $319K 0.04% +7 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,520 shares; 2024Q4: 5,420 shares; 2025Q1: 5,433 shares; 2025Q2: 4,930 shares; 2025Q3: 3,989 shares 3,989 $319K 0.04% -941 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: 424 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares 424 $317K 0.04% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 1,029 shares; 2025Q1: not reported; 2025Q2: 739 shares; 2025Q3: 905 shares 905 $316K 0.04% +166 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,076 shares; 2025Q1: 1,077 shares; 2025Q2: 1,293 shares; 2025Q3: 1,255 shares 1,255 $316K 0.04% -38 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,519 shares; 2024Q4: 21,528 shares; 2025Q1: 18,009 shares; 2025Q2: 17,725 shares; 2025Q3: 16,043 shares 16,043 $313K 0.04% -1,682 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT 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: not reported; 2025Q3: 1,780 shares 1,780 $311K 0.04% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,956 shares; 2025Q1: 2,163 shares; 2025Q2: 2,195 shares; 2025Q3: 2,419 shares 2,419 $307K 0.04% +224 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: 5,280 shares; 2024Q4: 5,595 shares; 2025Q1: 8,122 shares; 2025Q2: 7,347 shares; 2025Q3: 5,086 shares 5,086 $304K 0.04% -2,261 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF 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: 4,747 shares 4,747 $301K 0.04% new Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II 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: 7,862 shares; 2025Q2: 8,278 shares; 2025Q3: 8,278 shares 8,278 $301K 0.04% 0 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: 1,281 shares; 2024Q4: 1,393 shares; 2025Q1: 1,441 shares; 2025Q2: 1,412 shares; 2025Q3: 1,700 shares 1,700 $294K 0.04% +288 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: 3,268 shares; 2025Q1: 3,082 shares; 2025Q2: 3,086 shares; 2025Q3: 3,484 shares 3,484 $292K 0.04% +398 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: not reported; 2024Q4: not reported; 2025Q1: 6,267 shares; 2025Q2: 6,278 shares; 2025Q3: 5,407 shares 5,407 $291K 0.04% -871 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares 750 $291K 0.04% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,036 shares; 2024Q4: 41,939 shares; 2025Q1: 38,984 shares; 2025Q2: 39,687 shares; 2025Q3: 62,797 shares 62,797 $285K 0.04% +23,110 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,090 shares; 2024Q4: 18,626 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,458 shares 19,458 $285K 0.04% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,531 shares; 2025Q1: 2,378 shares; 2025Q2: 2,405 shares; 2025Q3: 1,915 shares 1,915 $285K 0.04% -490 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC 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: 3,193 shares; 2025Q2: 3,210 shares; 2025Q3: 1,290 shares 1,290 $283K 0.04% -1,920 Timeline SCHA 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: 5,539 shares; 2024Q4: 11,639 shares; 2025Q1: 11,266 shares; 2025Q2: 9,874 shares; 2025Q3: 10,077 shares 10,077 $281K 0.04% +203 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 953 shares; 2025Q1: 903 shares; 2025Q2: 1,068 shares; 2025Q3: 1,196 shares 1,196 $281K 0.04% +128 Timeline BIIB BIOGEN INC More: the full row for BIOGEN 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: not reported; 2025Q3: 1,988 shares 1,988 $278K 0.03% new Timeline ESGG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,407 shares; 2025Q1: 1,407 shares; 2025Q2: 1,407 shares; 2025Q3: 1,407 shares 1,407 $278K 0.03% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,731 shares; 2024Q4: 8,195 shares; 2025Q1: 7,546 shares; 2025Q2: 7,227 shares; 2025Q3: 8,103 shares 8,103 $277K 0.03% +876 Timeline ACWV 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: 2,302 shares; 2024Q4: 2,302 shares; 2025Q1: 2,302 shares; 2025Q2: 2,302 shares; 2025Q3: 2,302 shares 2,302 $276K 0.03% 0 Timeline TS TENARIS S A More: the full row for TENARIS S A 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: 7,692 shares 7,692 $275K 0.03% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF 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: 4,191 shares 4,191 $272K 0.03% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,376 shares; 2024Q4: 5,376 shares; 2025Q1: 5,376 shares; 2025Q2: 5,376 shares; 2025Q3: 5,376 shares 5,376 $269K 0.03% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 546 shares 546 $268K 0.03% -54 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 664 shares; 2025Q3: 699 shares 699 $262K 0.03% +35 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: not reported; 2024Q4: 5,707 shares; 2025Q1: not reported; 2025Q2: 4,804 shares; 2025Q3: 5,018 shares 5,018 $259K 0.03% +214 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,156 shares; 2024Q4: 12,156 shares; 2025Q1: 9,861 shares; 2025Q2: 8,016 shares; 2025Q3: 8,016 shares 8,016 $258K 0.03% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 473 shares; 2025Q1: 453 shares; 2025Q2: 447 shares; 2025Q3: 329 shares 329 $258K 0.03% -118 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,381 shares; 2024Q4: 1,357 shares; 2025Q1: 1,341 shares; 2025Q2: 1,306 shares; 2025Q3: 1,242 shares 1,242 $257K 0.03% -64 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,645 shares; 2024Q4: 18,815 shares; 2025Q1: 19,652 shares; 2025Q2: 17,843 shares; 2025Q3: 15,344 shares 15,344 $257K 0.03% -2,499 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP 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: 3,761 shares 3,761 $253K 0.03% new 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: 7,003 shares; 2024Q4: 6,731 shares; 2025Q1: 6,504 shares; 2025Q2: 3,328 shares; 2025Q3: 3,327 shares 3,327 $251K 0.03% -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: 1,045 shares; 2024Q4: 1,044 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,097 shares 1,097 $250K 0.03% new 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: 3,579 shares; 2024Q4: 3,713 shares; 2025Q1: 1,575 shares; 2025Q2: 1,598 shares; 2025Q3: 1,249 shares 1,249 $248K 0.03% -349 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,487 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 796 shares 796 $245K 0.03% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,410 shares; 2024Q4: 2,411 shares; 2025Q1: 2,315 shares; 2025Q2: 2,495 shares; 2025Q3: 2,345 shares 2,345 $243K 0.03% -150 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,357 shares; 2024Q4: 1,320 shares; 2025Q1: 1,369 shares; 2025Q2: 1,340 shares; 2025Q3: 1,376 shares 1,376 $242K 0.03% +36 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: 3,952 shares; 2024Q4: 3,292 shares; 2025Q1: 3,067 shares; 2025Q2: 2,725 shares; 2025Q3: 2,522 shares 2,522 $240K 0.03% -203 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN 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: 2,272 shares; 2025Q3: 2,378 shares 2,378 $237K 0.03% +106 Timeline SNA SNAP ON INC More: the full row for SNAP ON 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: not reported; 2025Q3: 683 shares 683 $237K 0.03% new Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD 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: 13,399 shares; 2025Q2: 17,697 shares; 2025Q3: 45,120 shares 45,120 $236K 0.03% +27,423 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 660 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 884 shares 884 $232K 0.03% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 607 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 544 shares 544 $230K 0.03% new 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: 668 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 666 shares 666 $227K 0.03% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,563 shares; 2025Q1: 1,818 shares; 2025Q2: 1,868 shares; 2025Q3: 1,686 shares 1,686 $227K 0.03% -182 Timeline VTHR 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: not reported; 2024Q4: 771 shares; 2025Q1: not reported; 2025Q2: 771 shares; 2025Q3: 771 shares 771 $227K 0.03% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 954 shares; 2025Q3: 826 shares 826 $226K 0.03% -128 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: 1,313 shares; 2024Q4: 1,195 shares; 2025Q1: 1,480 shares; 2025Q2: 1,319 shares; 2025Q3: 641 shares 641 $226K 0.03% -678 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,104 shares; 2025Q3: 3,159 shares 3,159 $225K 0.03% +55 Timeline VTWO 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: not reported; 2024Q4: 2,301 shares; 2025Q1: not reported; 2025Q2: 2,302 shares; 2025Q3: 2,303 shares 2,303 $225K 0.03% +1 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,282 shares; 2024Q4: 3,282 shares; 2025Q1: not reported; 2025Q2: 3,282 shares; 2025Q3: 3,282 shares 3,282 $225K 0.03% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,172 shares; 2025Q1: 6,390 shares; 2025Q2: 5,651 shares; 2025Q3: 3,562 shares 3,562 $223K 0.03% -2,089 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,489 shares; 2024Q4: 8,489 shares; 2025Q1: 8,603 shares; 2025Q2: 8,566 shares; 2025Q3: 8,567 shares 8,567 $221K 0.03% +1 Timeline SCHD 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: 2,606 shares; 2024Q4: not reported; 2025Q1: 9,423 shares; 2025Q2: 7,914 shares; 2025Q3: 8,064 shares 8,064 $220K 0.03% +150 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: not reported; 2025Q2: not reported; 2025Q3: 1,440 shares 1,440 $217K 0.03% new 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: 1,446 shares; 2024Q4: 1,078 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 745 shares 745 $215K 0.03% new Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC 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: 840 shares 840 $213K 0.03% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 4,142 shares; 2025Q1: 2,713 shares; 2025Q2: 2,637 shares; 2025Q3: 2,225 shares 2,225 $212K 0.03% -412 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: 231 shares; 2025Q1: 227 shares; 2025Q2: 208 shares; 2025Q3: 181 shares 181 $211K 0.03% -27 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,631 shares; 2025Q1: 2,895 shares; 2025Q2: 2,641 shares; 2025Q3: 2,558 shares 2,558 $211K 0.03% -83 Timeline MSTR STRATEGY INC More: the full row for STRATEGY 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: not reported; 2025Q3: 652 shares 652 $210K 0.03% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF 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: 5,774 shares 5,774 $210K 0.03% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,219 shares; 2024Q4: 2,236 shares; 2025Q1: 1,681 shares; 2025Q2: 1,880 shares; 2025Q3: 1,077 shares 1,077 $207K 0.03% -803 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: not reported; 2025Q3: 2,336 shares 2,336 $207K 0.03% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,206 shares; 2024Q4: 9,826 shares; 2025Q1: 13,134 shares; 2025Q2: 13,825 shares; 2025Q3: 11,277 shares 11,277 $206K 0.03% -2,548 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: not reported; 2025Q3: 656 shares 656 $205K 0.03% new Timeline BIDU BAIDU INC More: the full row for BAIDU 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: not reported; 2025Q3: 1,537 shares 1,537 $203K 0.03% new 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: 4,171 shares; 2024Q4: 3,924 shares; 2025Q1: 4,787 shares; 2025Q2: 4,339 shares; 2025Q3: 2,590 shares 2,590 $202K 0.03% -1,749 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 1,214 shares; 2025Q1: 1,788 shares; 2025Q2: 1,550 shares; 2025Q3: 1,077 shares 1,077 $201K 0.03% -473 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,899 shares; 2024Q4: 4,204 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,957 shares 3,957 $201K 0.03% new Timeline EFG 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: 2,035 shares; 2024Q4: not reported; 2025Q1: 2,035 shares; 2025Q2: 2,021 shares; 2025Q3: 1,767 shares 1,767 $201K 0.03% -254 Timeline GGB GERDAU SA More: the full row for GERDAU SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,254 shares; 2024Q4: 49,044 shares; 2025Q1: 69,395 shares; 2025Q2: 72,591 shares; 2025Q3: 51,269 shares 51,269 $159K 0.02% -21,322 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,156 shares; 2024Q4: 19,986 shares; 2025Q1: 25,319 shares; 2025Q2: 24,317 shares; 2025Q3: 11,125 shares 11,125 $117K 0.01% -13,192 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,562 shares; 2024Q4: 16,088 shares; 2025Q1: not reported; 2025Q2: 14,598 shares; 2025Q3: 47,514 shares 47,514 $106K 0.01% +32,916 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,988 shares; 2024Q4: 16,097 shares; 2025Q1: 19,399 shares; 2025Q2: 19,884 shares; 2025Q3: 17,189 shares 17,189 $82.7K 0.01% -2,695 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,150 shares; 2024Q4: 34,011 shares; 2025Q1: 18,204 shares; 2025Q2: 15,498 shares; 2025Q3: 14,521 shares 14,521 $73.8K 0.01% -977 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED 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: 10,063 shares 10,063 $60.6K 0.01% new Timeline