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: 472,040 shares; 2024Q4: 477,328 shares; 2025Q1: 486,210 shares; 2025Q2: 483,750 shares; 2025Q3: 482,507 shares 482,507 $250M 6.97% -1,243 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: 1,024,113 shares; 2024Q4: 1,027,580 shares; 2025Q1: 1,026,259 shares; 2025Q2: 966,540 shares; 2025Q3: 954,572 shares 954,572 $243M 6.78% -11,968 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: 836,617 shares; 2024Q4: 853,153 shares; 2025Q1: 886,328 shares; 2025Q2: 930,151 shares; 2025Q3: 934,126 shares 934,126 $174M 4.86% +3,975 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: 579,189 shares; 2024Q4: 588,721 shares; 2025Q1: 599,626 shares; 2025Q2: 592,265 shares; 2025Q3: 590,234 shares 590,234 $144M 4.01% -2,031 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: 546,441 shares; 2024Q4: 550,726 shares; 2025Q1: 559,717 shares; 2025Q2: 555,491 shares; 2025Q3: 569,140 shares 569,140 $125M 3.48% +13,649 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: 5,796 shares; 2024Q4: 6,227 shares; 2025Q1: 6,265 shares; 2025Q2: 310,500 shares; 2025Q3: 313,399 shares 313,399 $103M 2.87% +2,899 Timeline IGSB 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: 2,376,751 shares; 2024Q4: 2,423,386 shares; 2025Q1: 1,887,586 shares; 2025Q2: 1,841,278 shares; 2025Q3: 1,817,110 shares 1,817,110 $96.4M 2.69% -24,168 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: 297,888 shares; 2024Q4: 302,982 shares; 2025Q1: 312,341 shares; 2025Q2: 310,158 shares; 2025Q3: 292,056 shares 292,056 $96.4M 2.69% -18,102 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: 136,876 shares; 2024Q4: 129,599 shares; 2025Q1: 131,560 shares; 2025Q2: 130,648 shares; 2025Q3: 130,333 shares 130,333 $95.7M 2.67% -315 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: 128,531 shares; 2024Q4: 128,263 shares; 2025Q1: 130,797 shares; 2025Q2: 129,405 shares; 2025Q3: 130,495 shares 130,495 $86.9M 2.42% +1,090 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681,964 shares; 2024Q4: 706,770 shares; 2025Q1: 787,808 shares; 2025Q2: 836,071 shares; 2025Q3: 905,374 shares 905,374 $72.4M 2.02% +69,303 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498,121 shares; 2024Q4: 783,408 shares; 2025Q1: 813,114 shares; 2025Q2: 819,644 shares; 2025Q3: 839,329 shares 839,329 $70.6M 1.97% +19,685 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: 236,365 shares; 2024Q4: 240,170 shares; 2025Q1: 220,709 shares; 2025Q2: 217,196 shares; 2025Q3: 218,190 shares 218,190 $68.8M 1.92% +994 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: 117,464 shares; 2024Q4: 120,404 shares; 2025Q1: 122,718 shares; 2025Q2: 120,775 shares; 2025Q3: 121,276 shares 121,276 $61M 1.7% +501 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: 213,562 shares; 2024Q4: 217,003 shares; 2025Q1: 222,296 shares; 2025Q2: 221,377 shares; 2025Q3: 206,087 shares 206,087 $58M 1.62% -15,290 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: 261,703 shares; 2024Q4: 267,386 shares; 2025Q1: 269,334 shares; 2025Q2: 267,530 shares; 2025Q3: 274,245 shares 274,245 $50.9M 1.42% +6,715 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: 88,042 shares; 2024Q4: 89,232 shares; 2025Q1: 89,380 shares; 2025Q2: 87,804 shares; 2025Q3: 87,458 shares 87,458 $49.7M 1.39% -346 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: 87,006 shares; 2024Q4: 94,953 shares; 2025Q1: 95,802 shares; 2025Q2: 95,295 shares; 2025Q3: 94,374 shares 94,374 $45M 1.26% -921 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: 180,008 shares; 2024Q4: 178,243 shares; 2025Q1: 176,730 shares; 2025Q2: 172,502 shares; 2025Q3: 167,589 shares 167,589 $40.7M 1.14% -4,913 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,802 shares; 2024Q4: 351,248 shares; 2025Q1: 345,298 shares; 2025Q2: 341,514 shares; 2025Q3: 336,790 shares 336,790 $40.7M 1.13% -4,724 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: 109,495 shares; 2024Q4: 108,414 shares; 2025Q1: 107,971 shares; 2025Q2: 107,132 shares; 2025Q3: 105,188 shares 105,188 $38.4M 1.07% -1,944 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: 175,741 shares; 2024Q4: 178,420 shares; 2025Q1: 179,335 shares; 2025Q2: 175,715 shares; 2025Q3: 174,921 shares 174,921 $35.8M 1% -794 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: 191,643 shares; 2024Q4: 195,086 shares; 2025Q1: 198,097 shares; 2025Q2: 197,197 shares; 2025Q3: 199,766 shares 199,766 $33.4M 0.93% +2,569 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: 73,045 shares; 2024Q4: 73,679 shares; 2025Q1: 74,964 shares; 2025Q2: 73,916 shares; 2025Q3: 73,803 shares 73,803 $31.2M 0.87% -113 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: 220,016 shares; 2024Q4: 219,609 shares; 2025Q1: 230,302 shares; 2025Q2: 219,505 shares; 2025Q3: 217,983 shares 217,983 $30.6M 0.85% -1,522 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: 35,265 shares; 2024Q4: 36,332 shares; 2025Q1: 37,572 shares; 2025Q2: 36,853 shares; 2025Q3: 37,075 shares 37,075 $29.5M 0.82% +222 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: 184,719 shares; 2024Q4: 185,984 shares; 2025Q1: 184,963 shares; 2025Q2: 182,850 shares; 2025Q3: 187,116 shares 187,116 $28.8M 0.8% +4,266 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: 169,805 shares; 2024Q4: 173,502 shares; 2025Q1: 176,312 shares; 2025Q2: 172,681 shares; 2025Q3: 171,753 shares 171,753 $27.1M 0.75% -928 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: 189,809 shares; 2024Q4: 194,038 shares; 2025Q1: 199,627 shares; 2025Q2: 196,954 shares; 2025Q3: 166,496 shares 166,496 $27M 0.75% -30,458 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: 108,415 shares; 2024Q4: 109,395 shares; 2025Q1: 110,111 shares; 2025Q2: 107,974 shares; 2025Q3: 106,493 shares 106,493 $26.8M 0.75% -1,481 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: 155,336 shares; 2024Q4: 158,522 shares; 2025Q1: 161,238 shares; 2025Q2: 160,072 shares; 2025Q3: 159,733 shares 159,733 $26.6M 0.74% -339 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: 163,042 shares; 2024Q4: 166,536 shares; 2025Q1: 168,853 shares; 2025Q2: 168,369 shares; 2025Q3: 168,373 shares 168,373 $26.1M 0.73% +4 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,345 shares; 2024Q4: 99,933 shares; 2025Q1: 79,600 shares; 2025Q2: 80,501 shares; 2025Q3: 79,273 shares 79,273 $26.1M 0.73% -1,228 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: 23,331 shares; 2024Q4: 23,275 shares; 2025Q1: 23,775 shares; 2025Q2: 24,376 shares; 2025Q3: 32,714 shares 32,714 $25M 0.7% +8,338 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: 122,428 shares; 2024Q4: 118,977 shares; 2025Q1: 115,082 shares; 2025Q2: 105,617 shares; 2025Q3: 101,439 shares 101,439 $24.5M 0.68% -4,178 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: 197,598 shares; 2024Q4: 201,206 shares; 2025Q1: 204,415 shares; 2025Q2: 206,234 shares; 2025Q3: 215,185 shares 215,185 $24.3M 0.68% +8,951 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: 79,443 shares; 2024Q4: 81,289 shares; 2025Q1: 81,910 shares; 2025Q2: 79,855 shares; 2025Q3: 79,969 shares 79,969 $22.6M 0.63% +114 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220,000 shares 220,000 $21.6M 0.6% new 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: 189,176 shares; 2024Q4: 194,072 shares; 2025Q1: 199,020 shares; 2025Q2: 194,547 shares; 2025Q3: 196,084 shares 196,084 $21.6M 0.6% +1,537 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: 189,154 shares; 2024Q4: 190,651 shares; 2025Q1: 192,266 shares; 2025Q2: 187,713 shares; 2025Q3: 188,264 shares 188,264 $21.6M 0.6% +551 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: 217,582 shares; 2024Q4: 220,607 shares; 2025Q1: 227,679 shares; 2025Q2: 223,251 shares; 2025Q3: 224,217 shares 224,217 $21.4M 0.6% +966 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: 3,330 shares; 2024Q4: 3,950 shares; 2025Q1: 64,318 shares; 2025Q2: 21,953 shares; 2025Q3: 34,292 shares 34,292 $21M 0.59% +12,339 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: 42,224 shares; 2024Q4: 43,478 shares; 2025Q1: 44,231 shares; 2025Q2: 43,502 shares; 2025Q3: 44,062 shares 44,062 $20.9M 0.58% +560 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: 2,972 shares; 2024Q4: 2,636 shares; 2025Q1: 2,564 shares; 2025Q2: 98,474 shares; 2025Q3: 97,693 shares 97,693 $20.8M 0.58% -781 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,930 shares; 2024Q4: 206,997 shares; 2025Q1: 208,774 shares; 2025Q2: 206,224 shares; 2025Q3: 205,684 shares 205,684 $20.3M 0.57% -540 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: 184,207 shares; 2024Q4: 189,779 shares; 2025Q1: 197,424 shares; 2025Q2: 195,995 shares; 2025Q3: 198,451 shares 198,451 $20.1M 0.56% +2,456 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: 96,444 shares; 2024Q4: 98,698 shares; 2025Q1: 100,019 shares; 2025Q2: 98,194 shares; 2025Q3: 97,788 shares 97,788 $19.4M 0.54% -406 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: 82,500 shares; 2024Q4: 81,792 shares; 2025Q1: 80,636 shares; 2025Q2: 80,292 shares; 2025Q3: 80,308 shares 80,308 $18.6M 0.52% +16 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: 71,628 shares; 2024Q4: 72,670 shares; 2025Q1: 73,945 shares; 2025Q2: 73,874 shares; 2025Q3: 74,642 shares 74,642 $18.4M 0.51% +768 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,778 shares; 2024Q4: 97,921 shares; 2025Q1: 99,175 shares; 2025Q2: 97,501 shares; 2025Q3: 96,929 shares 96,929 $18.3M 0.51% -572 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,329 shares; 2024Q4: 162,569 shares; 2025Q1: 166,206 shares; 2025Q2: 163,564 shares; 2025Q3: 163,626 shares 163,626 $18.1M 0.51% +62 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,419 shares; 2024Q4: 62,560 shares; 2025Q1: 63,589 shares; 2025Q2: 62,505 shares; 2025Q3: 62,900 shares 62,900 $18.1M 0.5% +395 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: 38,823 shares; 2024Q4: 39,282 shares; 2025Q1: 39,904 shares; 2025Q2: 39,134 shares; 2025Q3: 49,628 shares 49,628 $17.5M 0.49% +10,494 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 140,485 shares; 2025Q3: 140,360 shares 140,360 $17.4M 0.48% -125 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: 29,187 shares; 2024Q4: 30,231 shares; 2025Q1: 30,715 shares; 2025Q2: 30,535 shares; 2025Q3: 35,542 shares 35,542 $17.2M 0.48% +5,007 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: 52,708 shares; 2024Q4: 55,688 shares; 2025Q1: 57,355 shares; 2025Q2: 57,114 shares; 2025Q3: 58,375 shares 58,375 $16.8M 0.47% +1,261 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: 620,170 shares; 2024Q4: 620,228 shares; 2025Q1: 636,688 shares; 2025Q2: 623,808 shares; 2025Q3: 632,689 shares 632,689 $16.1M 0.45% +8,881 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: 68,468 shares; 2024Q4: 47,532 shares; 2025Q1: 47,361 shares; 2025Q2: 46,587 shares; 2025Q3: 46,964 shares 46,964 $16M 0.45% +377 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: 99,941 shares; 2024Q4: 102,890 shares; 2025Q1: 105,539 shares; 2025Q2: 105,670 shares; 2025Q3: 123,364 shares 123,364 $15.9M 0.44% +17,694 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,575 shares; 2024Q4: 326,105 shares; 2025Q1: 335,032 shares; 2025Q2: 340,684 shares; 2025Q3: 350,484 shares 350,484 $15.8M 0.44% +9,800 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: 152,795 shares; 2024Q4: 155,084 shares; 2025Q1: 158,804 shares; 2025Q2: 160,261 shares; 2025Q3: 162,505 shares 162,505 $15.5M 0.43% +2,244 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,208 shares; 2024Q4: 96,688 shares; 2025Q1: 151,468 shares; 2025Q2: 151,767 shares; 2025Q3: 153,751 shares 153,751 $15.5M 0.43% +1,984 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,937 shares; 2024Q4: 79,356 shares; 2025Q1: 79,894 shares; 2025Q2: 111,938 shares; 2025Q3: 112,165 shares 112,165 $15.2M 0.42% +227 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,254 shares; 2024Q4: 45,262 shares; 2025Q1: 43,838 shares; 2025Q2: 44,708 shares; 2025Q3: 45,364 shares 45,364 $14.1M 0.39% +656 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,711 shares; 2024Q4: 80,224 shares; 2025Q1: 82,356 shares; 2025Q2: 81,097 shares; 2025Q3: 81,344 shares 81,344 $13.8M 0.39% +247 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: 165,915 shares; 2024Q4: 167,988 shares; 2025Q1: 170,238 shares; 2025Q2: 170,412 shares; 2025Q3: 172,027 shares 172,027 $13.8M 0.38% +1,615 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: 179,820 shares; 2024Q4: 184,268 shares; 2025Q1: 192,997 shares; 2025Q2: 201,429 shares; 2025Q3: 208,000 shares 208,000 $13.7M 0.38% +6,571 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,086 shares; 2024Q4: 79,561 shares; 2025Q1: 77,640 shares; 2025Q2: 75,576 shares; 2025Q3: 74,496 shares 74,496 $13.7M 0.38% -1,080 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,632 shares; 2024Q4: 8,056 shares; 2025Q1: 8,250 shares; 2025Q2: 122,457 shares; 2025Q3: 123,709 shares 123,709 $13.3M 0.37% +1,252 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: 44,431 shares; 2024Q4: 44,021 shares; 2025Q1: 44,693 shares; 2025Q2: 44,312 shares; 2025Q3: 43,873 shares 43,873 $13.3M 0.37% -439 Timeline MSBI MIDLAND STATES BANCORP INC More: the full row for MIDLAND STATES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 759,286 shares; 2024Q4: 759,286 shares; 2025Q1: 759,286 shares; 2025Q2: 759,286 shares; 2025Q3: 759,286 shares 759,286 $13M 0.36% 0 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: 63,856 shares; 2024Q4: 66,255 shares; 2025Q1: 67,211 shares; 2025Q2: 67,224 shares; 2025Q3: 66,989 shares 66,989 $12.5M 0.35% -235 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: 26,825 shares; 2024Q4: 27,351 shares; 2025Q1: 27,291 shares; 2025Q2: 26,229 shares; 2025Q3: 26,394 shares 26,394 $12.4M 0.34% +165 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,270 shares; 2024Q4: 346,442 shares; 2025Q1: 355,622 shares; 2025Q2: 358,170 shares; 2025Q3: 358,215 shares 358,215 $12.3M 0.34% +45 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,613 shares; 2024Q4: 96,659 shares; 2025Q1: 98,602 shares; 2025Q2: 97,834 shares; 2025Q3: 98,073 shares 98,073 $12M 0.34% +239 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: 93,059 shares; 2024Q4: 91,991 shares; 2025Q1: 89,980 shares; 2025Q2: 88,942 shares; 2025Q3: 88,626 shares 88,626 $11.9M 0.33% -316 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: 233,731 shares; 2024Q4: 229,793 shares; 2025Q1: 225,354 shares; 2025Q2: 223,871 shares; 2025Q3: 219,165 shares 219,165 $11.8M 0.33% -4,706 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,801 shares; 2024Q4: 151,044 shares; 2025Q1: 150,916 shares; 2025Q2: 148,874 shares; 2025Q3: 146,591 shares 146,591 $10.9M 0.3% -2,283 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: 177,503 shares; 2024Q4: 175,338 shares; 2025Q1: 171,711 shares; 2025Q2: 165,596 shares; 2025Q3: 156,101 shares 156,101 $10.7M 0.3% -9,495 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 291,645 shares; 2025Q3: 282,156 shares 282,156 $10.3M 0.29% -9,489 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: 27,173 shares; 2024Q4: 26,966 shares; 2025Q1: 26,361 shares; 2025Q2: 26,014 shares; 2025Q3: 25,705 shares 25,705 $9.5M 0.26% -309 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR 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: 95,441 shares; 2025Q3: 93,446 shares 93,446 $9.47M 0.26% -1,995 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: 94,617 shares; 2024Q4: 92,960 shares; 2025Q1: 94,372 shares; 2025Q2: 90,824 shares; 2025Q3: 88,818 shares 88,818 $9.15M 0.26% -2,006 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,636 shares; 2024Q4: 60,299 shares; 2025Q1: 59,934 shares; 2025Q2: 59,414 shares; 2025Q3: 58,985 shares 58,985 $9.1M 0.25% -429 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,142 shares; 2024Q4: 107,031 shares; 2025Q1: 103,645 shares; 2025Q2: 103,014 shares; 2025Q3: 99,625 shares 99,625 $8.9M 0.25% -3,389 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,374 shares; 2024Q4: 68,457 shares; 2025Q1: 67,593 shares; 2025Q2: 67,270 shares; 2025Q3: 66,878 shares 66,878 $8.77M 0.24% -392 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: not reported; 2024Q4: not reported; 2025Q1: 82,177 shares; 2025Q2: 81,013 shares; 2025Q3: 81,342 shares 81,342 $7.97M 0.22% +329 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: 172,487 shares; 2024Q4: 171,226 shares; 2025Q1: 171,113 shares; 2025Q2: 163,420 shares; 2025Q3: 164,089 shares 164,089 $7.93M 0.22% +669 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,540 shares; 2024Q4: 99,208 shares; 2025Q1: 104,135 shares; 2025Q2: 109,166 shares; 2025Q3: 113,133 shares 113,133 $7.92M 0.22% +3,967 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,415 shares; 2024Q4: 80,139 shares; 2025Q1: 81,090 shares; 2025Q2: 80,028 shares; 2025Q3: 81,239 shares 81,239 $7.84M 0.22% +1,211 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: 13,546 shares; 2024Q4: 13,516 shares; 2025Q1: 12,968 shares; 2025Q2: 12,968 shares; 2025Q3: 12,968 shares 12,968 $7.73M 0.22% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,530 shares; 2024Q4: 168,412 shares; 2025Q1: 173,601 shares; 2025Q2: 177,596 shares; 2025Q3: 175,254 shares 175,254 $7.7M 0.21% -2,342 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: 67,304 shares; 2024Q4: 71,354 shares; 2025Q1: 106,270 shares; 2025Q2: 106,846 shares; 2025Q3: 117,085 shares 117,085 $7.64M 0.21% +10,239 Timeline EMB 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: 101,131 shares; 2024Q4: 95,745 shares; 2025Q1: 91,253 shares; 2025Q2: 84,101 shares; 2025Q3: 80,173 shares 80,173 $7.63M 0.21% -3,928 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,347 shares; 2024Q4: 11,668 shares; 2025Q1: 11,661 shares; 2025Q2: 11,483 shares; 2025Q3: 11,324 shares 11,324 $7.58M 0.21% -159 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: 44,466 shares; 2024Q4: 44,758 shares; 2025Q1: 47,507 shares; 2025Q2: 47,277 shares; 2025Q3: 50,019 shares 50,019 $7.05M 0.2% +2,742 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,855 shares; 2024Q4: 90,335 shares; 2025Q1: 88,538 shares; 2025Q2: 86,430 shares; 2025Q3: 82,559 shares 82,559 $6.98M 0.19% -3,871 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: 26,900 shares; 2024Q4: 26,418 shares; 2025Q1: 25,969 shares; 2025Q2: 25,373 shares; 2025Q3: 24,923 shares 24,923 $6.73M 0.19% -450 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: 91,402 shares; 2024Q4: 89,882 shares; 2025Q1: 86,966 shares; 2025Q2: 85,362 shares; 2025Q3: 79,525 shares 79,525 $6.67M 0.19% -5,837 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: 11,385 shares; 2024Q4: 10,916 shares; 2025Q1: 10,469 shares; 2025Q2: 10,744 shares; 2025Q3: 10,688 shares 10,688 $6.42M 0.18% -56 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: 17,810 shares; 2024Q4: 17,405 shares; 2025Q1: 17,150 shares; 2025Q2: 16,388 shares; 2025Q3: 15,587 shares 15,587 $6.32M 0.18% -801 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: 21,135 shares; 2024Q4: 20,877 shares; 2025Q1: 20,276 shares; 2025Q2: 20,206 shares; 2025Q3: 20,746 shares 20,746 $5.85M 0.16% +540 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,471 shares; 2024Q4: 40,450 shares; 2025Q1: 40,507 shares; 2025Q2: 40,937 shares; 2025Q3: 40,900 shares 40,900 $5.69M 0.16% -37 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: 54,401 shares; 2024Q4: 54,435 shares; 2025Q1: 54,074 shares; 2025Q2: 54,973 shares; 2025Q3: 62,958 shares 62,958 $5.5M 0.15% +7,985 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: 18,773 shares; 2024Q4: 18,648 shares; 2025Q1: 18,177 shares; 2025Q2: 18,154 shares; 2025Q3: 18,107 shares 18,107 $5.31M 0.15% -47 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: 16,314 shares; 2024Q4: 16,271 shares; 2025Q1: 15,674 shares; 2025Q2: 15,311 shares; 2025Q3: 15,171 shares 15,171 $5.24M 0.15% -140 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: 16,041 shares; 2024Q4: 15,462 shares; 2025Q1: 14,875 shares; 2025Q2: 15,702 shares; 2025Q3: 15,299 shares 15,299 $5.22M 0.15% -403 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: 25,573 shares; 2024Q4: 24,909 shares; 2025Q1: 26,268 shares; 2025Q2: 24,829 shares; 2025Q3: 24,414 shares 24,414 $5.14M 0.14% -415 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,095 shares; 2025Q1: 16,762 shares; 2025Q2: 16,797 shares; 2025Q3: 16,643 shares 16,643 $4.95M 0.14% -154 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: 9,266 shares; 2024Q4: 9,278 shares; 2025Q1: 10,566 shares; 2025Q2: 9,752 shares; 2025Q3: 9,643 shares 9,643 $4.81M 0.13% -109 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: 11,767 shares; 2024Q4: 11,538 shares; 2025Q1: 11,851 shares; 2025Q2: 11,848 shares; 2025Q3: 11,894 shares 11,894 $4.45M 0.12% +46 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: 291 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 311 shares; 2025Q3: 4,544 shares 4,544 $4.4M 0.12% +4,233 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: 67,151 shares; 2024Q4: 64,896 shares; 2025Q1: 58,422 shares; 2025Q2: 54,818 shares; 2025Q3: 57,917 shares 57,917 $4.37M 0.12% +3,099 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: 28,513 shares; 2024Q4: 28,534 shares; 2025Q1: 28,518 shares; 2025Q2: 26,818 shares; 2025Q3: 25,720 shares 25,720 $4.3M 0.12% -1,098 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,848 shares; 2024Q4: 21,044 shares; 2025Q1: 20,455 shares; 2025Q2: 18,875 shares; 2025Q3: 17,642 shares 17,642 $4.16M 0.12% -1,233 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: 16,922 shares; 2024Q4: 18,623 shares; 2025Q1: 18,623 shares; 2025Q2: 18,288 shares; 2025Q3: 18,305 shares 18,305 $3.73M 0.1% +17 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: 12,286 shares; 2024Q4: 11,123 shares; 2025Q1: 11,402 shares; 2025Q2: 11,266 shares; 2025Q3: 11,447 shares 11,447 $3.44M 0.1% +181 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,539 shares; 2024Q4: 9,545 shares; 2025Q1: 9,567 shares; 2025Q2: 9,532 shares; 2025Q3: 9,565 shares 9,565 $3.41M 0.1% +33 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: 5,986 shares; 2024Q4: 5,630 shares; 2025Q1: 6,641 shares; 2025Q2: 7,506 shares; 2025Q3: 7,658 shares 7,658 $3.41M 0.09% +152 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: 6,828 shares; 2024Q4: 7,215 shares; 2025Q1: 7,585 shares; 2025Q2: 7,392 shares; 2025Q3: 7,407 shares 7,407 $3.39M 0.09% +15 Timeline SPAB 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: 135,664 shares; 2024Q4: 132,097 shares; 2025Q1: 130,379 shares; 2025Q2: 129,708 shares; 2025Q3: 126,511 shares 126,511 $3.27M 0.09% -3,197 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: 88,497 shares; 2024Q4: 82,700 shares; 2025Q1: 82,835 shares; 2025Q2: 97,660 shares; 2025Q3: 105,182 shares 105,182 $2.97M 0.08% +7,522 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: 43,398 shares; 2024Q4: 42,298 shares; 2025Q1: 43,071 shares; 2025Q2: 41,971 shares; 2025Q3: 44,365 shares 44,365 $2.94M 0.08% +2,394 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: 38,176 shares; 2024Q4: 37,294 shares; 2025Q1: 34,871 shares; 2025Q2: 34,626 shares; 2025Q3: 34,194 shares 34,194 $2.82M 0.08% -432 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: 2,513 shares; 2025Q1: 2,467 shares; 2025Q2: 2,389 shares; 2025Q3: 2,283 shares 2,283 $2.66M 0.07% -106 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: 3,272 shares; 2024Q4: 3,272 shares; 2025Q1: 3,272 shares; 2025Q2: 3,478 shares; 2025Q3: 3,547 shares 3,547 $2.65M 0.07% +69 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: 18,297 shares; 2024Q4: 18,788 shares; 2025Q1: 18,108 shares; 2025Q2: 18,567 shares; 2025Q3: 21,613 shares 21,613 $2.57M 0.07% +3,046 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: 9,702 shares; 2024Q4: 3,083 shares; 2025Q1: 2,938 shares; 2025Q2: 2,640 shares; 2025Q3: 2,651 shares 2,651 $2.45M 0.07% +11 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: 56,999 shares; 2024Q4: 54,033 shares; 2025Q1: 54,077 shares; 2025Q2: 53,968 shares; 2025Q3: 55,093 shares 55,093 $2.42M 0.07% +1,125 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,762 shares; 2024Q4: 12,597 shares; 2025Q1: 12,689 shares; 2025Q2: 12,336 shares; 2025Q3: 12,369 shares 12,369 $2.38M 0.07% +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: 477,865 shares; 2024Q4: 48,777 shares; 2025Q1: 47,299 shares; 2025Q2: 45,570 shares; 2025Q3: 43,747 shares 43,747 $2.37M 0.07% -1,823 Timeline IWR 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: 26,388 shares; 2024Q4: 25,854 shares; 2025Q1: 25,298 shares; 2025Q2: 25,162 shares; 2025Q3: 24,378 shares 24,378 $2.35M 0.07% -784 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: 29,241 shares; 2024Q4: 29,734 shares; 2025Q1: 28,246 shares; 2025Q2: 29,826 shares; 2025Q3: 33,414 shares 33,414 $2.2M 0.06% +3,588 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,224 shares; 2024Q4: 17,190 shares; 2025Q1: 16,846 shares; 2025Q2: 16,588 shares; 2025Q3: 16,288 shares 16,288 $2.19M 0.06% -300 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: 120,535 shares; 2024Q4: 118,861 shares; 2025Q1: 108,707 shares; 2025Q2: 99,550 shares; 2025Q3: 64,899 shares 64,899 $2.18M 0.06% -34,651 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,081 shares; 2024Q4: 39,042 shares; 2025Q1: 37,245 shares; 2025Q2: 37,095 shares; 2025Q3: 36,081 shares 36,081 $2.16M 0.06% -1,014 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: 7,069 shares; 2024Q4: 7,049 shares; 2025Q1: 7,049 shares; 2025Q2: 7,604 shares; 2025Q3: 7,602 shares 7,602 $2.14M 0.06% -2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,571 shares; 2024Q4: 26,550 shares; 2025Q1: 26,623 shares; 2025Q2: 26,917 shares; 2025Q3: 26,897 shares 26,897 $2.11M 0.06% -20 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,165 shares; 2024Q4: 15,998 shares; 2025Q1: 15,983 shares; 2025Q2: 13,031 shares; 2025Q3: 13,064 shares 13,064 $2.03M 0.06% +33 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: 210,582 shares; 2024Q4: 214,069 shares; 2025Q1: 214,132 shares; 2025Q2: 46,006 shares; 2025Q3: 44,345 shares 44,345 $2M 0.06% -1,661 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: 27,259 shares; 2024Q4: 27,211 shares; 2025Q1: 26,882 shares; 2025Q2: 24,083 shares; 2025Q3: 21,403 shares 21,403 $2M 0.06% -2,680 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: 6,266 shares; 2024Q4: 6,129 shares; 2025Q1: 6,157 shares; 2025Q2: 5,968 shares; 2025Q3: 5,931 shares 5,931 $1.97M 0.05% -37 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: 4,855 shares; 2024Q4: 4,797 shares; 2025Q1: 4,772 shares; 2025Q2: 4,963 shares; 2025Q3: 4,087 shares 4,087 $1.96M 0.05% -876 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: 43,798 shares; 2024Q4: 40,692 shares; 2025Q1: 40,323 shares; 2025Q2: 39,398 shares; 2025Q3: 36,356 shares 36,356 $1.88M 0.05% -3,042 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,149 shares; 2024Q4: 5,894 shares; 2025Q1: 6,080 shares; 2025Q2: 6,084 shares; 2025Q3: 6,075 shares 6,075 $1.82M 0.05% -9 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: 3,107 shares; 2024Q4: 2,821 shares; 2025Q1: 2,885 shares; 2025Q2: 2,870 shares; 2025Q3: 2,886 shares 2,886 $1.77M 0.05% +16 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: 51,236 shares; 2024Q4: 43,713 shares; 2025Q1: 35,922 shares; 2025Q2: 34,996 shares; 2025Q3: 34,041 shares 34,041 $1.7M 0.05% -955 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,715 shares; 2024Q4: 7,469 shares; 2025Q1: 7,493 shares; 2025Q2: 7,127 shares; 2025Q3: 7,060 shares 7,060 $1.67M 0.05% -67 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: 6,395 shares; 2024Q4: 6,448 shares; 2025Q1: 6,207 shares; 2025Q2: 6,154 shares; 2025Q3: 6,255 shares 6,255 $1.63M 0.05% +101 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: 18,045 shares; 2024Q4: 16,348 shares; 2025Q1: 17,016 shares; 2025Q2: 16,850 shares; 2025Q3: 19,207 shares 19,207 $1.61M 0.04% +2,357 Timeline VOT 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: 4,990 shares; 2024Q4: 4,990 shares; 2025Q1: 4,990 shares; 2025Q2: 5,844 shares; 2025Q3: 5,375 shares 5,375 $1.58M 0.04% -469 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,169 shares; 2024Q4: 6,273 shares; 2025Q1: 6,518 shares; 2025Q2: 6,732 shares; 2025Q3: 6,958 shares 6,958 $1.5M 0.04% +226 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: 3,872 shares; 2024Q4: 4,079 shares; 2025Q1: 4,123 shares; 2025Q2: 4,123 shares; 2025Q3: 4,193 shares 4,193 $1.49M 0.04% +70 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,394 shares; 2024Q4: 216,054 shares; 2025Q1: 218,817 shares; 2025Q2: 21,885 shares; 2025Q3: 21,283 shares 21,283 $1.48M 0.04% -602 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: 8,944 shares; 2024Q4: 8,771 shares; 2025Q1: 9,284 shares; 2025Q2: 9,193 shares; 2025Q3: 9,313 shares 9,313 $1.48M 0.04% +120 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,920 shares; 2024Q4: 29,786 shares; 2025Q1: 25,870 shares; 2025Q2: 25,710 shares; 2025Q3: 40,282 shares 40,282 $1.43M 0.04% +14,572 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,892 shares; 2024Q4: 18,392 shares; 2025Q1: 18,408 shares; 2025Q2: 18,478 shares; 2025Q3: 17,985 shares 17,985 $1.4M 0.04% -493 Timeline DFUV 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: 31,112 shares; 2024Q4: 31,112 shares; 2025Q1: 31,112 shares; 2025Q2: 31,112 shares; 2025Q3: 31,112 shares 31,112 $1.39M 0.04% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,227 shares; 2024Q4: 15,124 shares; 2025Q1: 15,069 shares; 2025Q2: 15,132 shares; 2025Q3: 15,132 shares 15,132 $1.36M 0.04% 0 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: 9,255 shares; 2025Q1: 9,672 shares; 2025Q2: 9,672 shares; 2025Q3: 9,775 shares 9,775 $1.31M 0.04% +103 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,653 shares; 2024Q4: 11,766 shares; 2025Q1: 11,815 shares; 2025Q2: 12,474 shares; 2025Q3: 13,746 shares 13,746 $1.3M 0.04% +1,272 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: 6,610 shares; 2024Q4: 6,610 shares; 2025Q1: 6,250 shares; 2025Q2: 6,248 shares; 2025Q3: 5,931 shares 5,931 $1.28M 0.04% -317 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,223 shares; 2025Q1: 26,832 shares; 2025Q2: 26,229 shares; 2025Q3: 7,062 shares 7,062 $1.26M 0.04% -19,167 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,801 shares; 2024Q4: 7,827 shares; 2025Q1: 7,827 shares; 2025Q2: 7,827 shares; 2025Q3: 7,757 shares 7,757 $1.26M 0.04% -70 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: 13,279 shares; 2025Q1: 18,270 shares; 2025Q2: 18,305 shares; 2025Q3: 18,738 shares 18,738 $1.22M 0.03% +433 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,285 shares; 2024Q4: 15,266 shares; 2025Q1: 8,547 shares; 2025Q2: 8,547 shares; 2025Q3: 8,336 shares 8,336 $1.2M 0.03% -211 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: 2,229 shares; 2025Q1: 2,152 shares; 2025Q2: 1,998 shares; 2025Q3: 1,887 shares 1,887 $1.19M 0.03% -111 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,273 shares; 2024Q4: 12,753 shares; 2025Q1: 13,242 shares; 2025Q2: 13,310 shares; 2025Q3: 11,264 shares 11,264 $1.18M 0.03% -2,046 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: 54,388 shares; 2024Q4: 52,605 shares; 2025Q1: 37,261 shares; 2025Q2: 35,701 shares; 2025Q3: 36,936 shares 36,936 $1.15M 0.03% +1,235 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: 3,890 shares; 2024Q4: 3,705 shares; 2025Q1: 4,094 shares; 2025Q2: 5,126 shares; 2025Q3: 6,691 shares 6,691 $1.14M 0.03% +1,565 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,017 shares; 2024Q4: 13,987 shares; 2025Q1: 14,023 shares; 2025Q2: 11,696 shares; 2025Q3: 11,726 shares 11,726 $1.11M 0.03% +30 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: 21,785 shares; 2024Q4: 19,651 shares; 2025Q1: 20,067 shares; 2025Q2: 20,710 shares; 2025Q3: 20,316 shares 20,316 $1.1M 0.03% -394 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares 9,600 $1.09M 0.03% 0 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: 4,304 shares; 2024Q4: 4,699 shares; 2025Q1: 4,610 shares; 2025Q2: 3,717 shares; 2025Q3: 3,384 shares 3,384 $1.06M 0.03% -333 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,618 shares; 2025Q3: 2,618 shares 2,618 $1.04M 0.03% 0 Timeline VOE 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: 4,093 shares; 2024Q4: 4,093 shares; 2025Q1: 4,093 shares; 2025Q2: 6,391 shares; 2025Q3: 5,872 shares 5,872 $1.03M 0.03% -519 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: 6,754 shares; 2024Q4: 6,881 shares; 2025Q1: 6,961 shares; 2025Q2: 6,122 shares; 2025Q3: 5,751 shares 5,751 $1.02M 0.03% -371 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,602 shares; 2024Q4: 3,575 shares; 2025Q1: 3,567 shares; 2025Q2: 3,324 shares; 2025Q3: 3,339 shares 3,339 $1.02M 0.03% +15 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,279 shares; 2024Q4: 12,279 shares; 2025Q1: 12,279 shares; 2025Q2: 13,261 shares; 2025Q3: 13,246 shares 13,246 $1.02M 0.03% -15 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 1,793 shares; 2025Q1: 1,793 shares; 2025Q2: 1,793 shares; 2025Q3: 1,795 shares 1,795 $1.01M 0.03% +2 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: 5,400 shares; 2024Q4: 5,387 shares; 2025Q1: 5,386 shares; 2025Q2: 5,387 shares; 2025Q3: 5,387 shares 5,387 $1.01M 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: 18,597 shares; 2024Q4: 17,442 shares; 2025Q1: 17,471 shares; 2025Q2: 15,871 shares; 2025Q3: 15,543 shares 15,543 $971K 0.03% -328 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 6,046 shares; 2025Q1: 16,684 shares; 2025Q2: 16,648 shares; 2025Q3: 16,548 shares 16,548 $959K 0.03% -100 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,076 shares; 2024Q4: 8,769 shares; 2025Q1: 8,156 shares; 2025Q2: 8,034 shares; 2025Q3: 8,423 shares 8,423 $948K 0.03% +389 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,931 shares; 2024Q4: 26,080 shares; 2025Q1: 26,488 shares; 2025Q2: 24,311 shares; 2025Q3: 24,128 shares 24,128 $946K 0.03% -183 Timeline SPIP 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: 50,634 shares; 2024Q4: 47,041 shares; 2025Q1: 45,534 shares; 2025Q2: 39,017 shares; 2025Q3: 35,499 shares 35,499 $934K 0.03% -3,518 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 1,904 shares; 2025Q1: 2,505 shares; 2025Q2: 3,016 shares; 2025Q3: 3,256 shares 3,256 $909K 0.03% +240 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 3,992 shares; 2025Q1: 4,301 shares; 2025Q2: 4,738 shares; 2025Q3: 5,367 shares 5,367 $868K 0.02% +629 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,610 shares; 2024Q4: 6,582 shares; 2025Q1: 6,582 shares; 2025Q2: 6,695 shares; 2025Q3: 7,295 shares 7,295 $864K 0.02% +600 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: 22,554 shares; 2024Q4: 22,496 shares; 2025Q1: 17,855 shares; 2025Q2: 15,466 shares; 2025Q3: 14,206 shares 14,206 $851K 0.02% -1,260 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: 12,096 shares; 2024Q4: 12,013 shares; 2025Q1: 12,013 shares; 2025Q2: 11,897 shares; 2025Q3: 11,897 shares 11,897 $849K 0.02% 0 Timeline DFAC 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: 21,917 shares; 2024Q4: 21,917 shares; 2025Q1: 21,917 shares; 2025Q2: 21,917 shares; 2025Q3: 21,917 shares 21,917 $845K 0.02% 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: 794 shares; 2024Q4: 553 shares; 2025Q1: 590 shares; 2025Q2: 697 shares; 2025Q3: 705 shares 705 $845K 0.02% +8 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,054 shares; 2024Q4: 106,434 shares; 2025Q1: 116,533 shares; 2025Q2: 121,639 shares; 2025Q3: 15,053 shares 15,053 $835K 0.02% -106,586 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: 2,891 shares; 2024Q4: 2,891 shares; 2025Q1: 2,891 shares; 2025Q2: 2,891 shares; 2025Q3: 2,752 shares 2,752 $819K 0.02% -139 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,863 shares; 2024Q4: 10,310 shares; 2025Q1: 9,827 shares; 2025Q2: 9,777 shares; 2025Q3: 9,544 shares 9,544 $808K 0.02% -233 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,065 shares; 2024Q4: 7,096 shares; 2025Q1: 7,177 shares; 2025Q2: 7,178 shares; 2025Q3: 7,180 shares 7,180 $802K 0.02% +2 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,102 shares; 2024Q4: 11,695 shares; 2025Q1: 11,721 shares; 2025Q2: 10,802 shares; 2025Q3: 11,026 shares 11,026 $789K 0.02% +224 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,077 shares; 2025Q2: 6,026 shares; 2025Q3: 6,026 shares 6,026 $785K 0.02% 0 Timeline GUNR 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: 17,510 shares; 2024Q4: 17,510 shares; 2025Q1: 17,510 shares; 2025Q2: 17,510 shares; 2025Q3: 17,510 shares 17,510 $767K 0.02% 0 Timeline PFF 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: 32,549 shares; 2024Q4: 31,389 shares; 2025Q1: 27,367 shares; 2025Q2: 27,131 shares; 2025Q3: 24,181 shares 24,181 $765K 0.02% -2,950 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,673 shares; 2024Q4: 7,885 shares; 2025Q1: 7,562 shares; 2025Q2: 9,822 shares; 2025Q3: 9,769 shares 9,769 $760K 0.02% -53 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.02% 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: 7,599 shares; 2024Q4: 7,172 shares; 2025Q1: 7,172 shares; 2025Q2: 7,172 shares; 2025Q3: 6,777 shares 6,777 $754K 0.02% -395 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: 2,807 shares; 2025Q3: 4,122 shares 4,122 $752K 0.02% +1,315 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,313 shares; 2024Q4: 5,449 shares; 2025Q1: 5,564 shares; 2025Q2: 5,434 shares; 2025Q3: 5,966 shares 5,966 $742K 0.02% +532 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,096 shares; 2024Q4: 25,646 shares; 2025Q1: 26,063 shares; 2025Q2: 25,656 shares; 2025Q3: 25,652 shares 25,652 $726K 0.02% -4 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,108 shares; 2024Q4: 15,307 shares; 2025Q1: 10,589 shares; 2025Q2: 9,616 shares; 2025Q3: 9,909 shares 9,909 $723K 0.02% +293 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 3,833 shares; 2025Q1: 3,340 shares; 2025Q2: 3,201 shares; 2025Q3: 3,254 shares 3,254 $719K 0.02% +53 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,956 shares; 2024Q4: 6,969 shares; 2025Q1: 6,969 shares; 2025Q2: 7,265 shares; 2025Q3: 7,286 shares 7,286 $699K 0.02% +21 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: 2,312 shares; 2024Q4: 1,946 shares; 2025Q1: 1,909 shares; 2025Q2: 2,349 shares; 2025Q3: 2,325 shares 2,325 $683K 0.02% -24 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,702 shares; 2024Q4: 3,702 shares; 2025Q1: 3,702 shares; 2025Q2: 3,702 shares; 2025Q3: 3,702 shares 3,702 $682K 0.02% 0 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: 1,563 shares; 2024Q4: 1,490 shares; 2025Q1: 1,451 shares; 2025Q2: 1,338 shares; 2025Q3: 1,194 shares 1,194 $671K 0.02% -144 Timeline IJS 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: 6,037 shares; 2024Q4: 6,037 shares; 2025Q1: 6,037 shares; 2025Q2: 6,037 shares; 2025Q3: 6,037 shares 6,037 $668K 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,205 shares; 2024Q4: 25,328 shares; 2025Q1: 8,164 shares; 2025Q2: 7,452 shares; 2025Q3: 7,347 shares 7,347 $659K 0.02% -105 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: 16,392 shares; 2024Q4: 15,641 shares; 2025Q1: 15,133 shares; 2025Q2: 14,783 shares; 2025Q3: 14,329 shares 14,329 $655K 0.02% -454 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: 2,348 shares; 2024Q4: 2,338 shares; 2025Q1: 2,278 shares; 2025Q2: 1,590 shares; 2025Q3: 1,574 shares 1,574 $652K 0.02% -16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,026 shares 10,026 $645K 0.02% new Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE 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: not reported; 2025Q2: not reported; 2025Q3: 13,028 shares 13,028 $640K 0.02% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,393 shares; 2024Q4: 5,144 shares; 2025Q1: 5,565 shares; 2025Q2: 4,936 shares; 2025Q3: 5,144 shares 5,144 $637K 0.02% +208 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,022 shares; 2025Q1: not reported; 2025Q2: 3,143 shares; 2025Q3: 8,424 shares 8,424 $619K 0.02% +5,281 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 807 shares; 2025Q1: 812 shares; 2025Q2: 977 shares; 2025Q3: 1,009 shares 1,009 $615K 0.02% +32 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,003 shares; 2024Q4: 34,003 shares; 2025Q1: 30,297 shares; 2025Q2: 28,207 shares; 2025Q3: 27,703 shares 27,703 $608K 0.02% -504 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,030 shares; 2024Q4: 3,896 shares; 2025Q1: 3,881 shares; 2025Q2: 4,167 shares; 2025Q3: 3,211 shares 3,211 $599K 0.02% -956 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: 3,252 shares; 2024Q4: 3,252 shares; 2025Q1: 3,265 shares; 2025Q2: 2,989 shares; 2025Q3: 2,835 shares 2,835 $592K 0.02% -154 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,733 shares; 2024Q4: 6,705 shares; 2025Q1: 7,251 shares; 2025Q2: 7,199 shares; 2025Q3: 7,212 shares 7,212 $592K 0.02% +13 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: 606 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 618 shares 618 $589K 0.02% +3 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: 11,138 shares; 2024Q4: 12,532 shares; 2025Q1: 10,799 shares; 2025Q2: 10,011 shares; 2025Q3: 9,822 shares 9,822 $586K 0.02% -189 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,215 shares; 2024Q4: 3,582 shares; 2025Q1: 3,527 shares; 2025Q2: 4,088 shares; 2025Q3: 3,006 shares 3,006 $585K 0.02% -1,082 Timeline IWS 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: 6,656 shares; 2024Q4: 6,656 shares; 2025Q1: 5,684 shares; 2025Q2: 4,184 shares; 2025Q3: 4,184 shares 4,184 $584K 0.02% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,058 shares; 2024Q4: 8,601 shares; 2025Q1: 9,571 shares; 2025Q2: 8,709 shares; 2025Q3: 11,533 shares 11,533 $582K 0.02% +2,824 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,272 shares; 2025Q2: 3,814 shares; 2025Q3: 3,801 shares 3,801 $578K 0.02% -13 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,791 shares; 2024Q4: 2,617 shares; 2025Q1: 2,466 shares; 2025Q2: 2,579 shares; 2025Q3: 2,224 shares 2,224 $570K 0.02% -355 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 1,607 shares; 2025Q1: 1,588 shares; 2025Q2: 1,589 shares; 2025Q3: 1,731 shares 1,731 $559K 0.02% +142 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: 5,161 shares; 2024Q4: 5,187 shares; 2025Q1: 4,895 shares; 2025Q2: 4,927 shares; 2025Q3: 4,945 shares 4,945 $549K 0.02% +18 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: not reported; 2024Q4: 4,129 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,546 shares 3,546 $516K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,270 shares; 2025Q3: 18,270 shares 18,270 $510K 0.01% 0 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: 2,852 shares; 2024Q4: 2,965 shares; 2025Q1: 2,984 shares; 2025Q2: 2,935 shares; 2025Q3: 2,996 shares 2,996 $505K 0.01% +61 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,349 shares; 2024Q4: 5,209 shares; 2025Q1: 5,120 shares; 2025Q2: 5,090 shares; 2025Q3: 5,090 shares 5,090 $501K 0.01% 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: 13,235 shares; 2024Q4: 13,792 shares; 2025Q1: 14,522 shares; 2025Q2: 14,251 shares; 2025Q3: 14,516 shares 14,516 $500K 0.01% +265 Timeline IVE 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: 3,027 shares; 2024Q4: 2,425 shares; 2025Q1: 2,425 shares; 2025Q2: 2,416 shares; 2025Q3: 2,416 shares 2,416 $499K 0.01% 0 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,305 shares; 2024Q4: 7,305 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares 7,200 $493K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,852 shares; 2024Q4: 9,266 shares; 2025Q1: 8,542 shares; 2025Q2: 6,677 shares; 2025Q3: 6,465 shares 6,465 $487K 0.01% -212 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: not reported; 2024Q4: 3,723 shares; 2025Q1: 3,723 shares; 2025Q2: 4,011 shares; 2025Q3: 4,429 shares 4,429 $472K 0.01% +418 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,060 shares; 2024Q4: 4,060 shares; 2025Q1: 4,064 shares; 2025Q2: 4,066 shares; 2025Q3: 4,062 shares 4,062 $471K 0.01% -4 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,842 shares; 2024Q4: 6,623 shares; 2025Q1: 6,390 shares; 2025Q2: 6,111 shares; 2025Q3: 3,455 shares 3,455 $470K 0.01% -2,656 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,449 shares; 2025Q1: 1,451 shares; 2025Q2: 1,387 shares; 2025Q3: 1,357 shares 1,357 $470K 0.01% -30 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: 1,383 shares; 2024Q4: 1,277 shares; 2025Q1: 1,332 shares; 2025Q2: 1,768 shares; 2025Q3: 1,663 shares 1,663 $464K 0.01% -105 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 491 shares; 2025Q1: 538 shares; 2025Q2: 480 shares; 2025Q3: 610 shares 610 $462K 0.01% +130 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: 7,646 shares; 2024Q4: 7,539 shares; 2025Q1: 8,454 shares; 2025Q2: 8,610 shares; 2025Q3: 10,605 shares 10,605 $458K 0.01% +1,995 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,335 shares; 2024Q4: 4,325 shares; 2025Q1: 3,824 shares; 2025Q2: 3,456 shares; 2025Q3: 3,183 shares 3,183 $455K 0.01% -273 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: 3,888 shares; 2024Q4: 3,795 shares; 2025Q1: 4,159 shares; 2025Q2: 4,122 shares; 2025Q3: 3,973 shares 3,973 $455K 0.01% -149 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,287 shares; 2024Q4: 5,692 shares; 2025Q1: 5,719 shares; 2025Q2: 5,687 shares; 2025Q3: 6,636 shares 6,636 $447K 0.01% +949 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,199 shares; 2024Q4: 8,259 shares; 2025Q1: 8,360 shares; 2025Q2: 8,259 shares; 2025Q3: 9,993 shares 9,993 $445K 0.01% +1,734 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,893 shares; 2024Q4: 5,679 shares; 2025Q1: 5,679 shares; 2025Q2: 5,679 shares; 2025Q3: 5,679 shares 5,679 $440K 0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,506 shares; 2024Q4: 2,147 shares; 2025Q1: 1,964 shares; 2025Q2: 1,618 shares; 2025Q3: 1,271 shares 1,271 $439K 0.01% -347 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 353 shares; 2025Q1: 373 shares; 2025Q2: 573 shares; 2025Q3: 558 shares 558 $431K 0.01% -15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 785 shares; 2025Q1: 834 shares; 2025Q2: 803 shares; 2025Q3: 868 shares 868 $426K 0.01% +65 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,954 shares; 2024Q4: 31,419 shares; 2025Q1: 30,106 shares; 2025Q2: 34,439 shares; 2025Q3: 35,540 shares 35,540 $425K 0.01% +1,101 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,882 shares; 2024Q4: 11,516 shares; 2025Q1: 11,465 shares; 2025Q2: 13,041 shares; 2025Q3: 13,518 shares 13,518 $425K 0.01% +477 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 1,886 shares; 2025Q1: 1,820 shares; 2025Q2: 1,604 shares; 2025Q3: 1,462 shares 1,462 $422K 0.01% -142 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,134 shares; 2024Q4: 7,160 shares; 2025Q1: 6,662 shares; 2025Q2: 6,419 shares; 2025Q3: 6,803 shares 6,803 $416K 0.01% +384 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,410 shares; 2024Q4: not reported; 2025Q1: 3,375 shares; 2025Q2: 5,127 shares; 2025Q3: 5,989 shares 5,989 $405K 0.01% +862 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: 1,483 shares; 2024Q4: 1,432 shares; 2025Q1: 1,077 shares; 2025Q2: 1,615 shares; 2025Q3: 1,592 shares 1,592 $405K 0.01% -23 Timeline DVY 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: 3,432 shares; 2024Q4: 3,817 shares; 2025Q1: 3,817 shares; 2025Q2: 2,897 shares; 2025Q3: 2,848 shares 2,848 $405K 0.01% -49 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: 545 shares; 2024Q4: 556 shares; 2025Q1: 583 shares; 2025Q2: 583 shares; 2025Q3: 580 shares 580 $396K 0.01% -3 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 3,221 shares; 2025Q1: 3,286 shares; 2025Q2: 3,143 shares; 2025Q3: 4,331 shares 4,331 $390K 0.01% +1,188 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: 1,802 shares; 2024Q4: 1,713 shares; 2025Q1: 1,773 shares; 2025Q2: 1,754 shares; 2025Q3: 1,711 shares 1,711 $390K 0.01% -43 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,282 shares; 2025Q1: 2,282 shares; 2025Q2: 2,089 shares; 2025Q3: 2,049 shares 2,049 $389K 0.01% -40 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: 1,365 shares; 2024Q4: 1,196 shares; 2025Q1: 1,161 shares; 2025Q2: 1,131 shares; 2025Q3: 1,110 shares 1,110 $385K 0.01% -21 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,293 shares; 2024Q4: 8,293 shares; 2025Q1: 8,293 shares; 2025Q2: 8,293 shares; 2025Q3: 8,293 shares 8,293 $377K 0.01% 0 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: not reported; 2024Q4: 11,800 shares; 2025Q1: 16,081 shares; 2025Q2: 16,179 shares; 2025Q3: 16,179 shares 16,179 $377K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,586 shares; 2025Q3: 1,586 shares 1,586 $374K 0.01% 0 Timeline TFLO 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: 7,332 shares; 2025Q3: 7,332 shares 7,332 $371K 0.01% 0 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: 735 shares; 2024Q4: 739 shares; 2025Q1: 808 shares; 2025Q2: 765 shares; 2025Q3: 762 shares 762 $371K 0.01% -3 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: 976 shares; 2024Q4: 934 shares; 2025Q1: 919 shares; 2025Q2: 846 shares; 2025Q3: 871 shares 871 $368K 0.01% +25 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: 714 shares; 2024Q4: 704 shares; 2025Q1: 772 shares; 2025Q2: 773 shares; 2025Q3: 782 shares 782 $358K 0.01% +9 Timeline DFUS 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: 5,015 shares; 2024Q4: 5,015 shares; 2025Q1: 5,015 shares; 2025Q2: 4,970 shares; 2025Q3: 4,935 shares 4,935 $357K 0.01% -35 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: 2,856 shares; 2024Q4: 2,850 shares; 2025Q1: 3,083 shares; 2025Q2: 2,889 shares; 2025Q3: 2,780 shares 2,780 $357K 0.01% -109 Timeline SCHM 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: 3,984 shares; 2024Q4: 11,973 shares; 2025Q1: 11,973 shares; 2025Q2: 11,973 shares; 2025Q3: 11,973 shares 11,973 $355K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,340 shares; 2025Q1: 1,406 shares; 2025Q2: 1,414 shares; 2025Q3: 1,487 shares 1,487 $352K 0.01% +73 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: 4,951 shares; 2024Q4: 4,264 shares; 2025Q1: 4,027 shares; 2025Q2: 3,849 shares; 2025Q3: 3,799 shares 3,799 $347K 0.01% -50 Timeline SOXX 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: 1,272 shares; 2024Q4: 1,272 shares; 2025Q1: 1,272 shares; 2025Q2: 1,272 shares; 2025Q3: 1,272 shares 1,272 $345K 0.01% 0 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: 3,462 shares; 2024Q4: 3,128 shares; 2025Q1: 3,194 shares; 2025Q2: 3,209 shares; 2025Q3: 3,518 shares 3,518 $343K 0.01% +309 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,006 shares; 2024Q4: 3,006 shares; 2025Q1: 3,006 shares; 2025Q2: 3,006 shares; 2025Q3: 3,006 shares 3,006 $341K 0.01% 0 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares 4,500 $340K 0.01% 0 Timeline IWP 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: 2,372 shares; 2024Q4: 2,372 shares; 2025Q1: 2,372 shares; 2025Q2: 2,372 shares; 2025Q3: 2,372 shares 2,372 $338K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,584 shares; 2024Q4: 2,584 shares; 2025Q1: 2,584 shares; 2025Q2: 2,584 shares; 2025Q3: 2,584 shares 2,584 $337K 0.01% 0 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: 1,960 shares; 2025Q1: 1,997 shares; 2025Q2: 1,843 shares; 2025Q3: 2,407 shares 2,407 $335K 0.01% +564 Timeline IJJ 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: 2,549 shares; 2024Q4: 2,636 shares; 2025Q1: 2,636 shares; 2025Q2: 2,549 shares; 2025Q3: 2,564 shares 2,564 $333K 0.01% +15 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: 3,243 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,206 shares; 2025Q3: 4,206 shares 4,206 $328K 0.01% 0 Timeline VNQ 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: 4,223 shares; 2024Q4: 4,157 shares; 2025Q1: 2,906 shares; 2025Q2: 3,639 shares; 2025Q3: 3,574 shares 3,574 $327K 0.01% -65 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,003 shares; 2024Q4: 4,766 shares; 2025Q1: 4,582 shares; 2025Q2: 4,601 shares; 2025Q3: 5,008 shares 5,008 $322K 0.01% +407 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,597 shares; 2025Q1: 3,597 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $320K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,177 shares; 2024Q4: 7,074 shares; 2025Q1: 6,229 shares; 2025Q2: 5,141 shares; 2025Q3: 6,341 shares 6,341 $320K 0.01% +1,200 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: 142 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 136 shares 136 $318K 0.01% +7 Timeline MGK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 777 shares 777 $313K 0.01% new 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: 2,565 shares; 2024Q4: 2,565 shares; 2025Q1: 2,565 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares 2,590 $310K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,264 shares; 2024Q4: 6,151 shares; 2025Q1: 5,951 shares; 2025Q2: 4,872 shares; 2025Q3: 4,579 shares 4,579 $307K 0.01% -293 Timeline PRF 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: 12,055 shares; 2024Q4: 12,055 shares; 2025Q1: 11,105 shares; 2025Q2: 12,292 shares; 2025Q3: 6,792 shares 6,792 $307K 0.01% -5,500 Timeline VTC 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: 3,825 shares; 2024Q4: 3,825 shares; 2025Q1: 3,825 shares; 2025Q2: 3,825 shares; 2025Q3: 3,825 shares 3,825 $300K 0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 820 shares; 2025Q1: 833 shares; 2025Q2: 964 shares; 2025Q3: 1,056 shares 1,056 $298K 0.01% +92 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,987 shares; 2024Q4: 2,833 shares; 2025Q1: 3,029 shares; 2025Q2: 2,148 shares; 2025Q3: 1,985 shares 1,985 $292K 0.01% -163 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: not reported; 2024Q4: 1,781 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,778 shares 2,778 $288K 0.01% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,427 shares; 2025Q2: 2,422 shares; 2025Q3: 2,501 shares 2,501 $287K 0.01% +79 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,256 shares; 2024Q4: 14,467 shares; 2025Q1: 14,621 shares; 2025Q2: 14,187 shares; 2025Q3: 14,584 shares 14,584 $285K 0.01% +397 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,750 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares 4,300 $280K 0.01% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,921 shares 1,921 $280K 0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 1,885 shares; 2025Q1: 1,772 shares; 2025Q2: 1,708 shares; 2025Q3: 1,641 shares 1,641 $278K 0.01% -67 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: 783 shares; 2024Q4: 787 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 789 shares 789 $276K 0.01% +4 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: 571 shares; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 562 shares; 2025Q3: 557 shares 557 $275K 0.01% -5 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 3,132 shares; 2025Q1: 3,132 shares; 2025Q2: 3,132 shares; 2025Q3: 3,132 shares 3,132 $273K 0.01% 0 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,044 shares; 2024Q4: 4,044 shares; 2025Q1: 4,044 shares; 2025Q2: 4,044 shares; 2025Q3: 4,073 shares 4,073 $273K 0.01% +29 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: 3,500 shares; 2024Q4: 3,090 shares; 2025Q1: 3,385 shares; 2025Q2: 3,342 shares; 2025Q3: 3,301 shares 3,301 $272K 0.01% -41 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: 6,089 shares; 2024Q4: 5,812 shares; 2025Q1: 5,886 shares; 2025Q2: 2,940 shares; 2025Q3: 1,873 shares 1,873 $271K 0.01% -1,067 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,379 shares; 2025Q3: 1,379 shares 1,379 $271K 0.01% 0 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: 1,194 shares; 2024Q4: not reported; 2025Q1: 1,307 shares; 2025Q2: 995 shares; 2025Q3: 1,406 shares 1,406 $270K 0.01% +411 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,075 shares; 2024Q4: 3,075 shares; 2025Q1: 3,065 shares; 2025Q2: 3,065 shares; 2025Q3: 3,065 shares 3,065 $266K 0.01% 0 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: 549 shares; 2024Q4: 557 shares; 2025Q1: 564 shares; 2025Q2: 554 shares; 2025Q3: 557 shares 557 $265K 0.01% +3 Timeline TLT 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: 2,924 shares 2,924 $261K 0.01% new Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,145 shares; 2024Q4: 5,145 shares; 2025Q1: 4,981 shares; 2025Q2: 4,981 shares; 2025Q3: 4,981 shares 4,981 $259K 0.01% 0 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,929 shares; 2024Q4: 17,929 shares; 2025Q1: 17,929 shares; 2025Q2: 17,929 shares; 2025Q3: 17,929 shares 17,929 $258K 0.01% 0 Timeline DFAT 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: 4,453 shares; 2024Q4: 4,453 shares; 2025Q1: 4,453 shares; 2025Q2: 4,412 shares; 2025Q3: 4,412 shares 4,412 $257K 0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 486 shares; 2025Q1: 518 shares; 2025Q2: 491 shares; 2025Q3: 523 shares 523 $254K 0.01% +32 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,273 shares; 2025Q2: 4,013 shares; 2025Q3: 4,003 shares 4,003 $254K 0.01% -10 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 1,395 shares; 2025Q1: 1,395 shares; 2025Q2: 1,395 shares; 2025Q3: 1,395 shares 1,395 $253K 0.01% 0 Timeline IGV 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: 2,190 shares 2,190 $252K 0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,609 shares; 2025Q3: 1,596 shares 1,596 $251K 0.01% -13 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: 904 shares; 2024Q4: 874 shares; 2025Q1: 991 shares; 2025Q2: 966 shares; 2025Q3: 1,000 shares 1,000 $247K 0.01% +34 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: 1,232 shares; 2024Q4: 1,192 shares; 2025Q1: 1,215 shares; 2025Q2: 1,196 shares; 2025Q3: 1,186 shares 1,186 $243K 0.01% -10 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,266 shares; 2025Q1: 1,319 shares; 2025Q2: 1,185 shares; 2025Q3: 1,205 shares 1,205 $243K 0.01% +20 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,353 shares; 2024Q4: 50,353 shares; 2025Q1: 50,353 shares; 2025Q2: 50,353 shares; 2025Q3: 4,853 shares 4,853 $243K 0.01% -45,500 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,919 shares; 2025Q1: 2,912 shares; 2025Q2: 2,907 shares; 2025Q3: 2,904 shares 2,904 $241K 0.01% -3 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares 5,000 $240K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares 2,560 $238K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42 shares; 2025Q3: 44 shares 44 $238K 0.01% +2 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: 3,431 shares; 2024Q4: 3,431 shares; 2025Q1: 3,431 shares; 2025Q2: 3,431 shares; 2025Q3: 3,431 shares 3,431 $235K 0.01% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 1,272 shares 1,272 $235K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,200 shares 3,200 $233K 0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,514 shares; 2024Q4: 3,503 shares; 2025Q1: 3,566 shares; 2025Q2: 3,237 shares; 2025Q3: 3,082 shares 3,082 $231K 0.01% -155 Timeline IYM 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: 2,180 shares; 2024Q4: 2,180 shares; 2025Q1: 1,854 shares; 2025Q2: 1,748 shares; 2025Q3: 1,548 shares 1,548 $229K 0.01% -200 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,570 shares; 2025Q1: 1,594 shares; 2025Q2: 1,562 shares; 2025Q3: 1,555 shares 1,555 $228K 0.01% -7 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: 3,689 shares; 2024Q4: not reported; 2025Q1: 3,830 shares; 2025Q2: 3,717 shares; 2025Q3: 3,717 shares 3,717 $226K 0.01% 0 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,641 shares 6,641 $226K 0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: 2,263 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,334 shares 2,334 $225K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: 1,023 shares 1,023 $225K 0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 875 shares; 2025Q1: 814 shares; 2025Q2: 743 shares; 2025Q3: 823 shares 823 $224K 0.01% +80 Timeline K KELLANOVA More: the full row for KELLANOVA 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: 2,720 shares 2,720 $223K 0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 1,213 shares; 2025Q1: 1,249 shares; 2025Q2: 1,184 shares; 2025Q3: 1,171 shares 1,171 $223K 0.01% -13 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 857 shares 857 $222K 0.01% -73 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,555 shares; 2024Q4: 3,720 shares; 2025Q1: 3,757 shares; 2025Q2: 3,067 shares; 2025Q3: 3,035 shares 3,035 $222K 0.01% -32 Timeline SPYM 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: not reported; 2025Q1: not reported; 2025Q2: 2,805 shares; 2025Q3: 2,805 shares 2,805 $220K 0.01% 0 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: 257 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 221 shares; 2025Q3: 238 shares 238 $219K 0.01% +17 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA 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: 5,079 shares; 2025Q2: 5,039 shares; 2025Q3: 5,054 shares 5,054 $217K 0.01% +15 Timeline IEF 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: 2,166 shares; 2024Q4: 2,166 shares; 2025Q1: 2,166 shares; 2025Q2: 2,197 shares; 2025Q3: 2,247 shares 2,247 $217K 0.01% +50 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD 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: 17,069 shares 17,069 $214K 0.01% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,257 shares; 2024Q4: 66,850 shares; 2025Q1: 67,785 shares; 2025Q2: 4,958 shares; 2025Q3: 4,371 shares 4,371 $214K 0.01% -587 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: 2,698 shares; 2024Q4: 8,269 shares; 2025Q1: 7,770 shares; 2025Q2: 7,770 shares; 2025Q3: 7,845 shares 7,845 $214K 0.01% +75 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,567 shares; 2025Q1: 1,501 shares; 2025Q2: 1,501 shares; 2025Q3: 1,501 shares 1,501 $210K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL 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: 6,346 shares; 2025Q2: not reported; 2025Q3: 5,654 shares 5,654 $210K 0.01% new Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY 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: not reported; 2025Q2: 2,412 shares; 2025Q3: 2,412 shares 2,412 $209K 0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 290 shares 290 $208K 0.01% new 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: not reported; 2025Q1: 1,184 shares; 2025Q2: 1,164 shares; 2025Q3: 1,092 shares 1,092 $207K 0.01% -72 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL 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: 2,033 shares 2,033 $206K 0.01% new Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS 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: 2,461 shares 2,461 $204K 0.01% new Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,755 shares; 2024Q4: 21,755 shares; 2025Q1: 21,755 shares; 2025Q2: 21,755 shares; 2025Q3: 21,755 shares 21,755 $195K 0.01% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,942 shares; 2025Q1: 14,967 shares; 2025Q2: 14,967 shares; 2025Q3: 15,154 shares 15,154 $186K 0.01% +187 Timeline VALE VALE S A More: the full row for VALE 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: 14,657 shares; 2025Q3: 15,901 shares 15,901 $173K <0.01% +1,244 Timeline NMAX NEWSMAX INC More: the full row for NEWSMAX 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: 13,602 shares; 2025Q3: 13,602 shares 13,602 $169K <0.01% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES 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: not reported; 2025Q3: 14,015 shares 14,015 $158K <0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,770 shares; 2024Q4: 13,757 shares; 2025Q1: 13,456 shares; 2025Q2: 13,118 shares; 2025Q3: 13,451 shares 13,451 $133K <0.01% +333 Timeline ACEL ACCEL ENTERTAINMENT INC More: the full row for ACCEL ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $111K <0.01% 0 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB 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: 11,113 shares; 2025Q3: 11,113 shares 11,113 $101K <0.01% 0 Timeline VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,272 shares; 2025Q1: 11,272 shares; 2025Q2: 11,272 shares; 2025Q3: 11,272 shares 11,272 $98.9K <0.01% 0 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 11,350 shares 11,350 $87.6K <0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST 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: 11,347 shares; 2025Q3: 12,347 shares 12,347 $62.6K <0.01% +1,000 Timeline AIRG AIRGAIN INC More: the full row for AIRGAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $43.4K <0.01% 0 Timeline