SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,671 shares; 2024Q4: 40,236 shares; 2025Q1: 41,118 shares; 2025Q2: 41,141 shares; 2025Q3: 39,916 shares; 2025Q4: 34,395 shares 34,395 $23.5M 6.48% -5,521 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,088 shares; 2024Q4: 65,870 shares; 2025Q1: 64,797 shares; 2025Q2: 63,367 shares; 2025Q3: 62,488 shares; 2025Q4: 62,700 shares 62,700 $17M 4.71% +212 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,481 shares; 2024Q4: 46,172 shares; 2025Q1: 45,072 shares; 2025Q2: 45,408 shares; 2025Q3: 44,951 shares; 2025Q4: 35,172 shares 35,172 $17M 4.7% -9,779 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,857 shares; 2024Q4: 255,358 shares; 2025Q1: 251,695 shares; 2025Q2: 259,495 shares; 2025Q3: 257,161 shares; 2025Q4: 221,746 shares 221,746 $13.8M 3.82% -35,415 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,798 shares; 2024Q4: 51,660 shares; 2025Q1: 51,285 shares; 2025Q2: 51,229 shares; 2025Q3: 50,480 shares; 2025Q4: 40,031 shares 40,031 $8.28M 2.29% -10,449 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,370 shares; 2024Q4: 11,381 shares; 2025Q1: 11,230 shares; 2025Q2: 11,194 shares; 2025Q3: 11,084 shares; 2025Q4: 10,540 shares 10,540 $7.22M 1.99% -544 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,236 shares; 2024Q4: 137,014 shares; 2025Q1: 137,258 shares; 2025Q2: 136,934 shares; 2025Q3: 135,414 shares; 2025Q4: 105,244 shares 105,244 $6.95M 1.92% -30,170 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,708 shares; 2024Q4: 76,563 shares; 2025Q1: 76,188 shares; 2025Q2: 75,876 shares; 2025Q3: 73,593 shares; 2025Q4: 57,077 shares 57,077 $6.87M 1.9% -16,516 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,623 shares; 2024Q4: 48,491 shares; 2025Q1: 48,971 shares; 2025Q2: 50,268 shares; 2025Q3: 51,442 shares; 2025Q4: 30,850 shares 30,850 $5.91M 1.63% -20,592 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,866 shares; 2024Q4: 19,901 shares; 2025Q1: 20,034 shares; 2025Q2: 20,034 shares; 2025Q3: 19,459 shares; 2025Q4: 18,859 shares 18,859 $5.9M 1.63% -600 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,677 shares; 2024Q4: 9,577 shares; 2025Q1: 8,767 shares; 2025Q2: 8,757 shares; 2025Q3: 8,357 shares; 2025Q4: 5,208 shares 5,208 $5.6M 1.55% -3,149 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,963 shares; 2024Q4: 104,947 shares; 2025Q1: 108,067 shares; 2025Q2: 108,293 shares; 2025Q3: 107,456 shares; 2025Q4: 57,540 shares 57,540 $5.53M 1.53% -49,916 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,339 shares; 2024Q4: 94,099 shares; 2025Q1: 88,254 shares; 2025Q2: 87,977 shares; 2025Q3: 87,154 shares; 2025Q4: 75,408 shares 75,408 $5.27M 1.46% -11,746 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,687 shares; 2024Q4: 20,687 shares; 2025Q1: 21,987 shares; 2025Q2: 22,619 shares; 2025Q3: 22,309 shares; 2025Q4: 21,873 shares 21,873 $5M 1.38% -436 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,342 shares; 2024Q4: 18,190 shares; 2025Q1: 16,245 shares; 2025Q2: 16,531 shares; 2025Q3: 16,346 shares; 2025Q4: 14,955 shares 14,955 $4.82M 1.33% -1,391 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,311 shares; 2024Q4: 46,152 shares; 2025Q1: 45,796 shares; 2025Q2: 46,001 shares; 2025Q3: 44,662 shares; 2025Q4: 42,927 shares 42,927 $4.78M 1.32% -1,735 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,501 shares; 2024Q4: 43,135 shares; 2025Q1: 44,589 shares; 2025Q2: 44,623 shares; 2025Q3: 43,855 shares; 2025Q4: 43,456 shares 43,456 $4.64M 1.28% -399 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,278 shares; 2024Q4: 49,045 shares; 2025Q1: 46,353 shares; 2025Q2: 46,080 shares; 2025Q3: 45,896 shares; 2025Q4: 31,963 shares 31,963 $4.58M 1.27% -13,933 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,643 shares; 2024Q4: 84,230 shares; 2025Q1: 84,621 shares; 2025Q2: 84,314 shares; 2025Q3: 84,306 shares; 2025Q4: 37,460 shares 37,460 $4.5M 1.24% -46,846 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,307 shares; 2024Q4: 13,214 shares; 2025Q1: 13,144 shares; 2025Q2: 13,299 shares; 2025Q3: 13,422 shares; 2025Q4: 12,624 shares 12,624 $4.34M 1.2% -798 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,327 shares; 2024Q4: 42,168 shares; 2025Q1: 41,548 shares; 2025Q2: 41,828 shares; 2025Q3: 41,248 shares; 2025Q4: 28,787 shares 28,787 $4.06M 1.12% -12,461 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,948 shares; 2024Q4: 11,374 shares; 2025Q1: 11,496 shares; 2025Q2: 12,521 shares; 2025Q3: 12,624 shares; 2025Q4: 6,445 shares 6,445 $3.96M 1.09% -6,179 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,896 shares; 2024Q4: 20,821 shares; 2025Q1: 20,786 shares; 2025Q2: 20,781 shares; 2025Q3: 20,771 shares; 2025Q4: 23,703 shares 23,703 $3.8M 1.05% +2,932 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,896 shares; 2024Q4: 15,871 shares; 2025Q1: 15,830 shares; 2025Q2: 13,821 shares; 2025Q3: 13,176 shares; 2025Q4: 12,876 shares 12,876 $3.72M 1.03% -300 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,520 shares; 2024Q4: 61,815 shares; 2025Q1: 62,135 shares; 2025Q2: 61,780 shares; 2025Q3: 62,392 shares; 2025Q4: 34,185 shares 34,185 $3.41M 0.94% -28,207 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,613 shares; 2024Q4: 22,526 shares; 2025Q1: 23,492 shares; 2025Q2: 24,864 shares; 2025Q3: 24,854 shares; 2025Q4: 22,098 shares 22,098 $3.37M 0.93% -2,756 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,341 shares; 2024Q4: 22,362 shares; 2025Q1: 23,223 shares; 2025Q2: 23,194 shares; 2025Q3: 22,828 shares; 2025Q4: 23,407 shares 23,407 $3.36M 0.93% +579 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,868 shares; 2024Q4: 47,173 shares; 2025Q1: 48,713 shares; 2025Q2: 51,473 shares; 2025Q3: 51,473 shares; 2025Q4: 40,064 shares 40,064 $3.09M 0.85% -11,409 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,415 shares; 2024Q4: 32,412 shares; 2025Q1: 32,086 shares; 2025Q2: 32,641 shares; 2025Q3: 32,239 shares; 2025Q4: 25,202 shares 25,202 $3.06M 0.85% -7,037 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,737 shares; 2024Q4: 7,737 shares; 2025Q1: 7,737 shares; 2025Q2: 7,967 shares; 2025Q3: 7,967 shares; 2025Q4: 7,702 shares 7,702 $2.85M 0.79% -265 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,384 shares; 2024Q4: 13,152 shares; 2025Q1: 13,512 shares; 2025Q2: 13,712 shares; 2025Q3: 13,137 shares; 2025Q4: 12,334 shares 12,334 $2.85M 0.79% -803 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,472 shares; 2024Q4: 23,282 shares; 2025Q1: 23,036 shares; 2025Q2: 22,608 shares; 2025Q3: 21,141 shares; 2025Q4: 18,996 shares 18,996 $2.73M 0.75% -2,145 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,684 shares; 2024Q4: 8,684 shares; 2025Q1: 8,684 shares; 2025Q2: 9,064 shares; 2025Q3: 8,489 shares; 2025Q4: 8,328 shares 8,328 $2.61M 0.72% -161 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,528 shares; 2024Q4: 24,528 shares; 2025Q1: 24,528 shares; 2025Q2: 24,328 shares; 2025Q3: 24,248 shares; 2025Q4: 24,248 shares 24,248 $2.55M 0.7% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,189 shares; 2024Q4: 4,200 shares; 2025Q1: 4,415 shares; 2025Q2: 4,826 shares; 2025Q3: 4,776 shares; 2025Q4: 4,396 shares 4,396 $2.52M 0.7% -380 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,814 shares; 2024Q4: 20,946 shares; 2025Q1: 20,914 shares; 2025Q2: 20,732 shares; 2025Q3: 20,223 shares; 2025Q4: 10,229 shares 10,229 $2.52M 0.7% -9,994 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,926 shares; 2024Q4: 9,222 shares; 2025Q1: 9,500 shares; 2025Q2: 10,317 shares; 2025Q3: 10,317 shares; 2025Q4: 10,277 shares 10,277 $2.49M 0.69% -40 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,891 shares; 2024Q4: 5,879 shares; 2025Q1: 5,829 shares; 2025Q2: 5,799 shares; 2025Q3: 5,799 shares; 2025Q4: 4,877 shares 4,877 $2.45M 0.68% -922 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,855 shares; 2024Q4: 111,510 shares; 2025Q1: 102,245 shares; 2025Q2: 100,815 shares; 2025Q3: 100,215 shares; 2025Q4: 66,047 shares 66,047 $2.39M 0.66% -34,168 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,032 shares; 2024Q4: 111,887 shares; 2025Q1: 110,662 shares; 2025Q2: 110,462 shares; 2025Q3: 109,806 shares; 2025Q4: 75,593 shares 75,593 $2.34M 0.65% -34,213 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,595 shares; 2024Q4: 35,020 shares; 2025Q1: 39,052 shares; 2025Q2: 37,790 shares; 2025Q3: 37,690 shares; 2025Q4: 31,240 shares 31,240 $2.3M 0.63% -6,450 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,666 shares; 2024Q4: 7,617 shares; 2025Q1: 7,617 shares; 2025Q2: 7,617 shares; 2025Q3: 7,331 shares; 2025Q4: 7,331 shares 7,331 $2.26M 0.62% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,181 shares; 2024Q4: 23,078 shares; 2025Q1: 23,448 shares; 2025Q2: 23,915 shares; 2025Q3: 22,396 shares; 2025Q4: 21,296 shares 21,296 $2.24M 0.62% -1,100 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,778 shares; 2024Q4: 7,810 shares; 2025Q1: 8,080 shares; 2025Q2: 8,036 shares; 2025Q3: 7,770 shares; 2025Q4: 7,435 shares 7,435 $2.2M 0.61% -335 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,466 shares; 2024Q4: 46,294 shares; 2025Q1: 47,494 shares; 2025Q2: 47,473 shares; 2025Q3: 47,473 shares; 2025Q4: 39,699 shares 39,699 $2.18M 0.6% -7,774 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,222 shares; 2024Q4: 8,055 shares; 2025Q1: 10,345 shares; 2025Q2: 13,312 shares; 2025Q3: 13,727 shares; 2025Q4: 11,602 shares 11,602 $2.16M 0.6% -2,125 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,829 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 4,132 shares; 2025Q3: 4,142 shares; 2025Q4: 3,272 shares 3,272 $2.16M 0.6% -870 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,387 shares; 2024Q4: 44,719 shares; 2025Q1: 44,069 shares; 2025Q2: 44,069 shares; 2025Q3: 43,538 shares; 2025Q4: 22,102 shares 22,102 $2.13M 0.59% -21,436 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,468 shares; 2024Q4: 9,418 shares; 2025Q1: 8,934 shares; 2025Q2: 8,634 shares; 2025Q3: 8,634 shares; 2025Q4: 8,634 shares 8,634 $2.08M 0.58% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,510 shares; 2024Q4: 66,913 shares; 2025Q1: 68,463 shares; 2025Q2: 69,431 shares; 2025Q3: 69,307 shares; 2025Q4: 37,034 shares 37,034 $2.03M 0.56% -32,273 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 2,170 shares; 2025Q1: 2,067 shares; 2025Q2: 2,067 shares; 2025Q3: 2,166 shares; 2025Q4: 2,207 shares 2,207 $1.94M 0.54% +41 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,361 shares; 2024Q4: 22,306 shares; 2025Q1: 22,306 shares; 2025Q2: 22,291 shares; 2025Q3: 22,291 shares; 2025Q4: 20,766 shares 20,766 $1.94M 0.53% -1,525 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,617 shares; 2024Q4: 7,510 shares; 2025Q1: 7,496 shares; 2025Q2: 7,426 shares; 2025Q3: 7,182 shares; 2025Q4: 4,012 shares 4,012 $1.9M 0.52% -3,170 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,407 shares; 2024Q4: 15,407 shares; 2025Q1: 15,407 shares; 2025Q2: 15,398 shares; 2025Q3: 15,083 shares; 2025Q4: 14,296 shares 14,296 $1.79M 0.49% -787 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,530 shares; 2024Q4: 23,578 shares; 2025Q1: 21,318 shares; 2025Q2: 21,468 shares; 2025Q3: 21,468 shares; 2025Q4: 9,742 shares 9,742 $1.79M 0.49% -11,726 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,819 shares; 2024Q4: 7,819 shares; 2025Q1: 8,225 shares; 2025Q2: 8,975 shares; 2025Q3: 8,975 shares; 2025Q4: 8,984 shares 8,984 $1.75M 0.48% +9 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,091 shares; 2024Q4: 12,873 shares; 2025Q1: 12,873 shares; 2025Q2: 14,502 shares; 2025Q3: 14,413 shares; 2025Q4: 14,247 shares 14,247 $1.67M 0.46% -166 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,006 shares; 2024Q4: 18,916 shares; 2025Q1: 18,696 shares; 2025Q2: 18,446 shares; 2025Q3: 17,987 shares; 2025Q4: 13,526 shares 13,526 $1.67M 0.46% -4,461 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,834 shares; 2024Q4: 20,551 shares; 2025Q1: 20,551 shares; 2025Q2: 20,486 shares; 2025Q3: 20,451 shares; 2025Q4: 13,682 shares 13,682 $1.63M 0.45% -6,769 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,728 shares; 2024Q4: 77,315 shares; 2025Q1: 77,012 shares; 2025Q2: 79,749 shares; 2025Q3: 76,033 shares; 2025Q4: 65,153 shares 65,153 $1.62M 0.45% -10,880 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,811 shares; 2024Q4: 47,144 shares; 2025Q1: 45,916 shares; 2025Q2: 45,804 shares; 2025Q3: 44,172 shares; 2025Q4: 39,013 shares 39,013 $1.59M 0.44% -5,159 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: 2,068 shares; 2025Q1: 1,999 shares; 2025Q2: 2,042 shares; 2025Q3: 2,037 shares; 2025Q4: 1,835 shares 1,835 $1.58M 0.44% -202 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,718 shares; 2024Q4: 21,718 shares; 2025Q1: 21,718 shares; 2025Q2: 21,568 shares; 2025Q3: 21,568 shares; 2025Q4: 19,412 shares 19,412 $1.56M 0.43% -2,156 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,913 shares; 2024Q4: 23,857 shares; 2025Q1: 23,595 shares; 2025Q2: 23,411 shares; 2025Q3: 21,871 shares; 2025Q4: 13,091 shares 13,091 $1.49M 0.41% -8,780 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,148 shares; 2024Q4: 5,130 shares; 2025Q1: 4,945 shares; 2025Q2: 4,933 shares; 2025Q3: 4,933 shares; 2025Q4: 4,836 shares 4,836 $1.48M 0.41% -97 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,753 shares; 2024Q4: 13,753 shares; 2025Q1: 13,248 shares; 2025Q2: 13,248 shares; 2025Q3: 13,248 shares; 2025Q4: 10,078 shares 10,078 $1.43M 0.4% -3,170 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,714 shares; 2024Q4: 5,709 shares; 2025Q1: 5,709 shares; 2025Q2: 5,689 shares; 2025Q3: 5,679 shares; 2025Q4: 5,552 shares 5,552 $1.43M 0.39% -127 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,485 shares; 2024Q4: 22,310 shares; 2025Q1: 21,968 shares; 2025Q2: 21,968 shares; 2025Q3: 21,725 shares; 2025Q4: 24,725 shares 24,725 $1.43M 0.39% +3,000 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,481 shares; 2024Q4: 7,676 shares; 2025Q1: 7,676 shares; 2025Q2: 7,866 shares; 2025Q3: 7,841 shares; 2025Q4: 7,228 shares 7,228 $1.41M 0.39% -613 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,065 shares; 2024Q4: 8,840 shares; 2025Q1: 8,290 shares; 2025Q2: 8,580 shares; 2025Q3: 7,950 shares; 2025Q4: 3,897 shares 3,897 $1.4M 0.39% -4,053 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,849 shares; 2024Q4: 3,819 shares; 2025Q1: 3,819 shares; 2025Q2: 3,779 shares; 2025Q3: 3,779 shares; 2025Q4: 4,469 shares 4,469 $1.39M 0.38% +690 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,700 shares; 2024Q4: 16,700 shares; 2025Q1: 16,700 shares; 2025Q2: 16,700 shares; 2025Q3: 16,700 shares; 2025Q4: 16,700 shares 16,700 $1.36M 0.38% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,117 shares; 2024Q4: 38,117 shares; 2025Q1: 38,034 shares; 2025Q2: 37,034 shares; 2025Q3: 36,912 shares; 2025Q4: 21,230 shares 21,230 $1.33M 0.37% -15,682 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,834 shares; 2024Q4: 11,779 shares; 2025Q1: 11,732 shares; 2025Q2: 11,526 shares; 2025Q3: 11,117 shares; 2025Q4: 11,193 shares 11,193 $1.29M 0.36% +76 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,094 shares; 2024Q4: 54,094 shares; 2025Q1: 59,918 shares; 2025Q2: 57,396 shares; 2025Q3: 57,196 shares; 2025Q4: 23,759 shares 23,759 $1.28M 0.35% -33,437 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,445 shares; 2024Q4: 16,445 shares; 2025Q1: 15,910 shares; 2025Q2: 16,180 shares; 2025Q3: 15,975 shares; 2025Q4: 5,693 shares 5,693 $1.25M 0.35% -10,282 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 3,637 shares; 2025Q1: 3,637 shares; 2025Q2: 3,885 shares; 2025Q3: 3,885 shares; 2025Q4: 3,504 shares 3,504 $1.23M 0.34% -381 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,855 shares 6,855 $1.22M 0.34% +655 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,336 shares; 2024Q4: 52,770 shares; 2025Q1: 52,570 shares; 2025Q2: 52,142 shares; 2025Q3: 51,842 shares; 2025Q4: 47,754 shares 47,754 $1.19M 0.33% -4,088 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,373 shares; 2025Q1: 1,373 shares; 2025Q2: 1,854 shares; 2025Q3: 1,783 shares; 2025Q4: 1,783 shares 1,783 $1.17M 0.32% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,570 shares; 2024Q4: 3,570 shares; 2025Q1: 3,556 shares; 2025Q2: 3,556 shares; 2025Q3: 3,556 shares; 2025Q4: 3,556 shares 3,556 $1.15M 0.32% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,055 shares; 2024Q4: 15,741 shares; 2025Q1: 15,350 shares; 2025Q2: 15,350 shares; 2025Q3: 15,350 shares; 2025Q4: 13,050 shares 13,050 $1.14M 0.31% -2,300 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,995 shares; 2024Q4: 6,995 shares; 2025Q1: 6,786 shares; 2025Q2: 6,910 shares; 2025Q3: 6,910 shares; 2025Q4: 6,520 shares 6,520 $1.12M 0.31% -390 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,100 shares; 2024Q4: 18,100 shares; 2025Q1: 18,100 shares; 2025Q2: 18,100 shares; 2025Q3: 17,900 shares; 2025Q4: 17,900 shares 17,900 $1.11M 0.31% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,685 shares; 2025Q3: 4,685 shares; 2025Q4: 7,198 shares 7,198 $1.1M 0.3% +2,513 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,692 shares; 2024Q4: 3,750 shares; 2025Q1: 3,790 shares; 2025Q2: 5,069 shares; 2025Q3: 5,045 shares; 2025Q4: 4,984 shares 4,984 $1.1M 0.3% -61 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,805 shares; 2024Q4: 58,435 shares; 2025Q1: 58,375 shares; 2025Q2: 60,035 shares; 2025Q3: 59,595 shares; 2025Q4: 22,575 shares 22,575 $1.08M 0.3% -37,020 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,877 shares; 2024Q4: 19,877 shares; 2025Q1: 16,978 shares; 2025Q2: 16,978 shares; 2025Q3: 16,928 shares; 2025Q4: 8,119 shares 8,119 $1.08M 0.3% -8,809 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,008 shares; 2024Q4: 19,008 shares; 2025Q1: 18,968 shares; 2025Q2: 18,918 shares; 2025Q3: 18,578 shares; 2025Q4: 13,178 shares 13,178 $1.06M 0.29% -5,400 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,481 shares; 2024Q4: 20,375 shares; 2025Q1: 20,275 shares; 2025Q2: 20,029 shares; 2025Q3: 19,378 shares; 2025Q4: 17,989 shares 17,989 $1.05M 0.29% -1,389 Timeline FCBC FIRST CMNTY BANKSHARES INC V More: the full row for FIRST CMNTY BANKSHARES INC V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,205 shares; 2024Q4: 37,370 shares; 2025Q1: 38,920 shares; 2025Q2: 38,803 shares; 2025Q3: 38,682 shares; 2025Q4: 30,437 shares 30,437 $1.03M 0.28% -8,245 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,878 shares; 2024Q4: 17,868 shares; 2025Q1: 17,903 shares; 2025Q2: 17,843 shares; 2025Q3: 17,568 shares; 2025Q4: 6,528 shares 6,528 $1.01M 0.28% -11,040 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,183 shares; 2024Q4: 44,163 shares; 2025Q1: 44,163 shares; 2025Q2: 44,013 shares; 2025Q3: 43,480 shares; 2025Q4: 18,874 shares 18,874 $998K 0.28% -24,606 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,925 shares; 2024Q4: 10,870 shares; 2025Q1: 10,860 shares; 2025Q2: 10,860 shares; 2025Q3: 10,467 shares; 2025Q4: 4,727 shares 4,727 $994K 0.27% -5,740 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,726 shares; 2024Q4: 6,533 shares; 2025Q1: 6,483 shares; 2025Q2: 6,483 shares; 2025Q3: 6,373 shares; 2025Q4: 5,873 shares 5,873 $940K 0.26% -500 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,835 shares; 2024Q4: 15,835 shares; 2025Q1: 15,835 shares; 2025Q2: 15,835 shares; 2025Q3: 15,715 shares; 2025Q4: 11,315 shares 11,315 $894K 0.25% -4,400 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,965 shares; 2025Q3: 4,965 shares; 2025Q4: 4,965 shares 4,965 $883K 0.24% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,873 shares; 2024Q4: 23,873 shares; 2025Q1: 21,003 shares; 2025Q2: 20,977 shares; 2025Q3: 18,737 shares; 2025Q4: 17,697 shares 17,697 $871K 0.24% -1,040 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,595 shares; 2024Q4: 44,478 shares; 2025Q1: 42,405 shares; 2025Q2: 41,467 shares; 2025Q3: 39,142 shares; 2025Q4: 22,892 shares 22,892 $845K 0.23% -16,250 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,860 shares; 2024Q4: 6,860 shares; 2025Q1: 6,840 shares; 2025Q2: 6,840 shares; 2025Q3: 6,840 shares; 2025Q4: 7,192 shares 7,192 $839K 0.23% +352 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,184 shares; 2024Q4: 4,078 shares; 2025Q1: 4,013 shares; 2025Q2: 4,010 shares; 2025Q3: 3,860 shares; 2025Q4: 3,860 shares 3,860 $838K 0.23% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,075 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares; 2025Q4: 4,600 shares 4,600 $837K 0.23% -350 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,948 shares; 2024Q4: 3,948 shares; 2025Q1: 3,948 shares; 2025Q2: 3,948 shares; 2025Q3: 3,241 shares; 2025Q4: 3,241 shares 3,241 $833K 0.23% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 759 shares; 2025Q3: 759 shares; 2025Q4: 774 shares 774 $828K 0.23% +15 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,610 shares; 2024Q4: 42,750 shares; 2025Q1: 42,860 shares; 2025Q2: 43,160 shares; 2025Q3: 40,925 shares; 2025Q4: 14,990 shares 14,990 $821K 0.23% -25,935 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,885 shares; 2025Q3: 24,515 shares; 2025Q4: 29,560 shares 29,560 $811K 0.22% +5,045 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,616 shares; 2024Q4: 1,611 shares; 2025Q1: 1,601 shares; 2025Q2: 1,722 shares; 2025Q3: 1,722 shares; 2025Q4: 1,722 shares 1,722 $802K 0.22% 0 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,965 shares; 2024Q4: 62,765 shares; 2025Q1: 62,980 shares; 2025Q2: 62,980 shares; 2025Q3: 62,230 shares; 2025Q4: 32,830 shares 32,830 $799K 0.22% -29,400 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,346 shares; 2025Q1: 1,346 shares; 2025Q2: 1,521 shares; 2025Q3: 1,501 shares; 2025Q4: 1,524 shares 1,524 $778K 0.21% +23 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,565 shares; 2024Q4: 13,513 shares; 2025Q1: 13,313 shares; 2025Q2: 13,313 shares; 2025Q3: 13,313 shares; 2025Q4: 14,389 shares 14,389 $775K 0.21% +1,076 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,761 shares; 2024Q4: 8,761 shares; 2025Q1: 8,926 shares; 2025Q2: 8,926 shares; 2025Q3: 8,926 shares; 2025Q4: 8,053 shares 8,053 $754K 0.21% -873 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,335 shares; 2024Q4: 7,335 shares; 2025Q1: 7,335 shares; 2025Q2: 7,335 shares; 2025Q3: 7,335 shares; 2025Q4: 7,335 shares 7,335 $739K 0.2% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,208 shares; 2025Q1: 1,208 shares; 2025Q2: 1,208 shares; 2025Q3: 2,338 shares; 2025Q4: 2,338 shares 2,338 $730K 0.2% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,193 shares; 2024Q4: 17,173 shares; 2025Q1: 9,653 shares; 2025Q2: 9,453 shares; 2025Q3: 8,678 shares; 2025Q4: 8,598 shares 8,598 $712K 0.2% -80 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,668 shares; 2025Q2: 1,668 shares; 2025Q3: 1,668 shares; 2025Q4: 1,756 shares 1,756 $679K 0.19% +88 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,985 shares; 2024Q4: 38,040 shares; 2025Q1: 37,430 shares; 2025Q2: 34,970 shares; 2025Q3: 34,716 shares; 2025Q4: 9,031 shares 9,031 $656K 0.18% -25,685 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,605 shares; 2024Q4: 5,630 shares; 2025Q1: 5,045 shares; 2025Q2: 5,045 shares; 2025Q3: 4,980 shares; 2025Q4: 4,510 shares 4,510 $649K 0.18% -470 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,725 shares; 2024Q4: 5,725 shares; 2025Q1: 5,725 shares; 2025Q2: 5,725 shares; 2025Q3: 5,725 shares; 2025Q4: 5,705 shares 5,705 $640K 0.18% -20 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,364 shares; 2024Q4: 13,964 shares; 2025Q1: 15,131 shares; 2025Q2: 15,131 shares; 2025Q3: 13,751 shares; 2025Q4: 11,851 shares 11,851 $639K 0.18% -1,900 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,866 shares; 2024Q4: 3,786 shares; 2025Q1: 3,786 shares; 2025Q2: 3,775 shares; 2025Q3: 3,775 shares; 2025Q4: 3,920 shares 3,920 $638K 0.18% +145 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $633K 0.17% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1,267 shares; 2025Q1: 1,267 shares; 2025Q2: 1,205 shares; 2025Q3: 1,195 shares; 2025Q4: 955 shares 955 $633K 0.17% -240 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,088 shares; 2024Q4: 3,088 shares; 2025Q1: 3,055 shares; 2025Q2: 3,055 shares; 2025Q3: 3,055 shares; 2025Q4: 1,825 shares 1,825 $626K 0.17% -1,230 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 2,618 shares; 2025Q1: 2,618 shares; 2025Q2: 2,618 shares; 2025Q3: 2,618 shares; 2025Q4: 2,632 shares 2,632 $609K 0.17% +14 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,537 shares; 2024Q4: 25,437 shares; 2025Q1: 29,305 shares; 2025Q2: 28,980 shares; 2025Q3: 28,886 shares; 2025Q4: 8,206 shares 8,206 $586K 0.16% -20,680 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,997 shares; 2024Q4: 4,997 shares; 2025Q1: 4,997 shares; 2025Q2: 4,997 shares; 2025Q3: 4,997 shares; 2025Q4: 1,732 shares 1,732 $583K 0.16% -3,265 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,928 shares; 2024Q4: 11,928 shares; 2025Q1: 11,928 shares; 2025Q2: 11,928 shares; 2025Q3: 11,928 shares; 2025Q4: 6,231 shares 6,231 $575K 0.16% -5,697 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,704 shares; 2024Q4: 8,809 shares; 2025Q1: 8,809 shares; 2025Q2: 8,809 shares; 2025Q3: 8,654 shares; 2025Q4: 3,312 shares 3,312 $559K 0.15% -5,342 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,835 shares; 2024Q4: 11,835 shares; 2025Q1: 11,835 shares; 2025Q2: 11,835 shares; 2025Q3: 11,835 shares; 2025Q4: 11,835 shares 11,835 $556K 0.15% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,287 shares; 2024Q4: 1,287 shares; 2025Q1: 1,287 shares; 2025Q2: 1,287 shares; 2025Q3: 1,287 shares; 2025Q4: 1,692 shares 1,692 $554K 0.15% +405 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,654 shares; 2024Q4: 3,654 shares; 2025Q1: 3,654 shares; 2025Q2: 3,654 shares; 2025Q3: 3,654 shares; 2025Q4: 3,944 shares 3,944 $544K 0.15% +290 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,735 shares; 2024Q4: 5,735 shares; 2025Q1: 5,755 shares; 2025Q2: 5,755 shares; 2025Q3: 5,755 shares; 2025Q4: 3,504 shares 3,504 $542K 0.15% -2,251 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,613 shares; 2024Q4: 5,613 shares; 2025Q1: 5,613 shares; 2025Q2: 5,613 shares; 2025Q3: 5,613 shares; 2025Q4: 5,978 shares 5,978 $535K 0.15% +365 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares 5,300 $530K 0.15% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,759 shares; 2024Q4: 22,699 shares; 2025Q1: 19,083 shares; 2025Q2: 18,626 shares; 2025Q3: 18,324 shares; 2025Q4: 16,723 shares 16,723 $500K 0.14% -1,601 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,259 shares; 2024Q4: 2,259 shares; 2025Q1: 2,259 shares; 2025Q2: 2,259 shares; 2025Q3: 2,259 shares; 2025Q4: 2,709 shares 2,709 $499K 0.14% +450 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 874 shares; 2025Q1: 874 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 867 shares 867 $494K 0.14% +8 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 789 shares; 2025Q3: 789 shares; 2025Q4: 1,387 shares 1,387 $490K 0.14% +598 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,745 shares; 2024Q4: 14,090 shares; 2025Q1: 14,155 shares; 2025Q2: 13,880 shares; 2025Q3: 13,120 shares; 2025Q4: 10,835 shares 10,835 $484K 0.13% -2,285 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,139 shares; 2024Q4: 12,839 shares; 2025Q1: 9,934 shares; 2025Q2: 9,634 shares; 2025Q3: 9,234 shares; 2025Q4: 13,286 shares 13,286 $482K 0.13% +4,052 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,910 shares; 2024Q4: 6,910 shares; 2025Q1: 6,910 shares; 2025Q2: 6,890 shares; 2025Q3: 6,890 shares; 2025Q4: 6,402 shares 6,402 $470K 0.13% -488 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,939 shares; 2025Q3: 5,336 shares; 2025Q4: 8,681 shares 8,681 $463K 0.13% +3,345 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,524 shares; 2024Q4: 12,524 shares; 2025Q1: 12,337 shares; 2025Q2: 10,047 shares; 2025Q3: 9,747 shares; 2025Q4: 3,377 shares 3,377 $462K 0.13% -6,370 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,059 shares; 2025Q4: 5,659 shares 5,659 $462K 0.13% +2,600 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: 567 shares; 2025Q3: 562 shares; 2025Q4: 562 shares 562 $461K 0.13% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,305 shares 1,305 $459K 0.13% +305 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,562 shares; 2025Q1: 1,562 shares; 2025Q2: 1,562 shares; 2025Q3: 1,562 shares; 2025Q4: 1,562 shares 1,562 $453K 0.13% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,481 shares; 2024Q4: 3,481 shares; 2025Q1: 3,481 shares; 2025Q2: 3,481 shares; 2025Q3: 3,481 shares; 2025Q4: 3,391 shares 3,391 $446K 0.12% -90 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,208 shares; 2024Q4: 8,208 shares; 2025Q1: 8,208 shares; 2025Q2: 8,208 shares; 2025Q3: 7,408 shares; 2025Q4: 9,453 shares 9,453 $440K 0.12% +2,045 Timeline RGCO RGC RES INC More: the full row for RGC RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,025 shares; 2024Q4: 40,025 shares; 2025Q1: 39,025 shares; 2025Q2: 39,025 shares; 2025Q3: 39,025 shares; 2025Q4: 20,225 shares 20,225 $431K 0.12% -18,800 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,482 shares; 2024Q4: 2,482 shares; 2025Q1: 2,482 shares; 2025Q2: 2,407 shares; 2025Q3: 2,407 shares; 2025Q4: 1,136 shares 1,136 $424K 0.12% -1,271 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,785 shares; 2025Q4: 3,537 shares 3,537 $422K 0.12% +1,752 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,618 shares; 2024Q4: 3,618 shares; 2025Q1: 3,618 shares; 2025Q2: 3,618 shares; 2025Q3: 3,568 shares; 2025Q4: 6,241 shares 6,241 $418K 0.12% +2,673 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,800 shares; 2024Q4: 8,865 shares; 2025Q1: 8,865 shares; 2025Q2: 8,865 shares; 2025Q3: 8,675 shares; 2025Q4: 4,020 shares 4,020 $415K 0.11% -4,655 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,164 shares; 2024Q4: 4,164 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 4,136 shares 4,136 $404K 0.11% +1,536 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,408 shares; 2024Q4: 6,408 shares; 2025Q1: 5,680 shares; 2025Q2: 5,680 shares; 2025Q3: 5,680 shares; 2025Q4: 2,156 shares 2,156 $400K 0.11% -3,524 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: 3,168 shares; 2025Q1: 2,460 shares; 2025Q2: 2,460 shares; 2025Q3: 2,460 shares; 2025Q4: 2,382 shares 2,382 $395K 0.11% -78 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,915 shares; 2024Q4: 7,915 shares; 2025Q1: 7,915 shares; 2025Q2: 7,915 shares; 2025Q3: 7,660 shares; 2025Q4: 7,560 shares 7,560 $386K 0.11% -100 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,021 shares; 2024Q4: 3,021 shares; 2025Q1: 3,021 shares; 2025Q2: 3,021 shares; 2025Q3: 2,412 shares; 2025Q4: 2,548 shares 2,548 $385K 0.11% +136 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,538 shares; 2024Q4: 37,543 shares; 2025Q1: 37,543 shares; 2025Q2: 37,543 shares; 2025Q3: 36,952 shares; 2025Q4: 15,057 shares 15,057 $381K 0.11% -21,895 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $368K 0.1% 0 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,631 shares 2,631 $364K 0.1% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 1,643 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 1,339 shares 1,339 $359K 0.1% +276 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 3,092 shares; 2025Q1: 3,092 shares; 2025Q2: 3,092 shares; 2025Q3: 3,092 shares; 2025Q4: 3,092 shares 3,092 $359K 0.1% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,875 shares; 2025Q4: 2,856 shares 2,856 $351K 0.1% +981 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,649 shares 3,649 $351K 0.1% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 3,230 shares; 2025Q1: 3,230 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 2,730 shares 2,730 $346K 0.1% -500 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,646 shares; 2025Q2: 1,637 shares; 2025Q3: 1,637 shares; 2025Q4: 1,637 shares 1,637 $336K 0.09% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: not reported; 2025Q4: 945 shares 945 $331K 0.09% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 2,220 shares; 2025Q1: 2,220 shares; 2025Q2: 2,220 shares; 2025Q3: 2,220 shares; 2025Q4: 2,220 shares 2,220 $330K 0.09% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,330 shares; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,330 shares 2,330 $329K 0.09% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,571 shares; 2024Q4: 5,571 shares; 2025Q1: 5,571 shares; 2025Q2: 5,446 shares; 2025Q3: 5,446 shares; 2025Q4: 3,331 shares 3,331 $327K 0.09% -2,115 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,352 shares 6,352 $325K 0.09% new Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares 2,050 $323K 0.09% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,874 shares; 2024Q4: 12,841 shares; 2025Q1: 12,841 shares; 2025Q2: 12,841 shares; 2025Q3: 11,935 shares; 2025Q4: 13,335 shares 13,335 $320K 0.09% +1,400 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 2,762 shares; 2025Q1: 2,762 shares; 2025Q2: 2,762 shares; 2025Q3: 2,264 shares; 2025Q4: 3,114 shares 3,114 $314K 0.09% +850 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,765 shares; 2024Q4: 13,540 shares; 2025Q1: 13,540 shares; 2025Q2: 13,540 shares; 2025Q3: 12,634 shares; 2025Q4: 14,034 shares 14,034 $313K 0.09% +1,400 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,834 shares; 2025Q2: 3,834 shares; 2025Q3: 3,834 shares; 2025Q4: 3,834 shares 3,834 $311K 0.09% 0 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,070 shares; 2024Q4: 11,070 shares; 2025Q1: 11,040 shares; 2025Q2: 10,740 shares; 2025Q3: 10,070 shares; 2025Q4: 2,650 shares 2,650 $310K 0.09% -7,420 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,872 shares; 2024Q4: 3,872 shares; 2025Q1: 3,872 shares; 2025Q2: 3,785 shares; 2025Q3: 3,785 shares; 2025Q4: 3,785 shares 3,785 $306K 0.08% 0 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,416 shares; 2024Q4: 9,416 shares; 2025Q1: 9,416 shares; 2025Q2: 9,416 shares; 2025Q3: 6,646 shares; 2025Q4: 6,646 shares 6,646 $297K 0.08% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,385 shares; 2024Q4: 10,385 shares; 2025Q1: 10,575 shares; 2025Q2: 10,575 shares; 2025Q3: 12,685 shares; 2025Q4: 4,610 shares 4,610 $297K 0.08% -8,075 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 390 shares 390 $294K 0.08% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,273 shares 2,273 $293K 0.08% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,855 shares; 2025Q3: 4,855 shares; 2025Q4: 4,855 shares 4,855 $292K 0.08% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,785 shares 1,785 $291K 0.08% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,748 shares 5,748 $287K 0.08% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,490 shares; 2025Q1: 3,490 shares; 2025Q2: 3,490 shares; 2025Q3: 3,490 shares; 2025Q4: 2,950 shares 2,950 $286K 0.08% -540 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,640 shares; 2024Q4: 3,078 shares; 2025Q1: not reported; 2025Q2: 3,078 shares; 2025Q3: not reported; 2025Q4: 5,375 shares 5,375 $284K 0.08% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 416 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 616 shares; 2025Q4: 582 shares 582 $281K 0.08% -34 Timeline MEOH METHANEX CORP More: the full row for METHANEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $278K 0.08% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,235 shares 1,235 $277K 0.08% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,390 shares; 2024Q4: 3,390 shares; 2025Q1: 3,390 shares; 2025Q2: 3,255 shares; 2025Q3: 3,255 shares; 2025Q4: 3,105 shares 3,105 $277K 0.08% -150 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 471 shares 471 $273K 0.08% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,703 shares; 2024Q4: 5,087 shares; 2025Q1: 5,703 shares; 2025Q2: 5,702 shares; 2025Q3: not reported; 2025Q4: 976 shares 976 $269K 0.07% new Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,301 shares; 2024Q4: 18,301 shares; 2025Q1: 18,076 shares; 2025Q2: 17,831 shares; 2025Q3: 17,756 shares; 2025Q4: 3,871 shares 3,871 $268K 0.07% -13,885 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,050 shares; 2024Q4: 11,050 shares; 2025Q1: 11,050 shares; 2025Q2: 11,050 shares; 2025Q3: 11,050 shares; 2025Q4: 11,050 shares 11,050 $264K 0.07% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,168 shares 3,168 $259K 0.07% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,665 shares 1,665 $256K 0.07% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $255K 0.07% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,711 shares; 2024Q4: 7,658 shares; 2025Q1: 7,577 shares; 2025Q2: 7,523 shares; 2025Q3: 7,092 shares; 2025Q4: 6,348 shares 6,348 $255K 0.07% -744 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares 635 $247K 0.07% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 635 shares; 2025Q1: 3,804 shares; 2025Q2: 2,644 shares; 2025Q3: 2,559 shares; 2025Q4: 393 shares 393 $246K 0.07% -2,166 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,865 shares; 2024Q4: 5,865 shares; 2025Q1: 5,865 shares; 2025Q2: 5,865 shares; 2025Q3: 5,865 shares; 2025Q4: 2,605 shares 2,605 $245K 0.07% -3,260 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,885 shares 1,885 $238K 0.07% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,058 shares; 2024Q4: 8,058 shares; 2025Q1: 7,858 shares; 2025Q2: 7,758 shares; 2025Q3: not reported; 2025Q4: 9,730 shares 9,730 $236K 0.07% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,401 shares; 2024Q4: 2,401 shares; 2025Q1: 2,401 shares; 2025Q2: 2,401 shares; 2025Q3: 2,401 shares; 2025Q4: 2,401 shares 2,401 $233K 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,649 shares 2,649 $231K 0.06% new Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,726 shares 4,726 $230K 0.06% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,800 shares; 2025Q3: not reported; 2025Q4: 4,500 shares 4,500 $229K 0.06% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,384 shares; 2025Q3: 3,384 shares; 2025Q4: 3,384 shares 3,384 $227K 0.06% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 706 shares 706 $225K 0.06% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 781 shares; 2025Q1: not reported; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 781 shares 781 $223K 0.06% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,056 shares; 2025Q1: 1,056 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares; 2025Q4: 1,056 shares 1,056 $220K 0.06% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares 1,975 $219K 0.06% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,105 shares 5,105 $218K 0.06% new Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,100 shares 2,100 $216K 0.06% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: 3,183 shares; 2025Q1: 3,183 shares; 2025Q2: 3,183 shares; 2025Q3: 3,183 shares; 2025Q4: 2,554 shares 2,554 $215K 0.06% -629 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,326 shares; 2025Q1: 1,137 shares; 2025Q2: 1,137 shares; 2025Q3: 1,132 shares; 2025Q4: 1,237 shares 1,237 $215K 0.06% +105 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,595 shares; 2025Q4: 3,595 shares 3,595 $213K 0.06% 0 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,820 shares; 2025Q4: 3,820 shares 3,820 $212K 0.06% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,050 shares 3,050 $209K 0.06% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,322 shares 4,322 $207K 0.06% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,117 shares; 2024Q4: not reported; 2025Q1: 2,117 shares; 2025Q2: 2,117 shares; 2025Q3: 2,117 shares; 2025Q4: 2,117 shares 2,117 $204K 0.06% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: not reported; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: not reported; 2025Q4: 1,097 shares 1,097 $204K 0.06% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 201 shares; 2025Q3: not reported; 2025Q4: 201 shares 201 $203K 0.06% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: 3,290 shares; 2025Q1: 3,290 shares; 2025Q2: 3,290 shares; 2025Q3: 3,290 shares; 2025Q4: 2,610 shares 2,610 $203K 0.06% -680 Timeline ASG LIBERTY ALL-STAR GROWTH FD I More: the full row for LIBERTY ALL-STAR GROWTH FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,164 shares 28,164 $149K 0.04% new Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares 10,400 $115K 0.03% 0 Timeline FTMU PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,105 shares 13,105 $102K 0.03% new Timeline