AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024,113 shares; 2024Q4: 1,027,580 shares; 2025Q1: 1,026,259 shares; 2025Q2: 966,540 shares; 2025Q3: 954,572 shares; 2025Q4: 955,046 shares 955,046 $260M 6.84% +474 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,040 shares; 2024Q4: 477,328 shares; 2025Q1: 486,210 shares; 2025Q2: 483,750 shares; 2025Q3: 482,507 shares; 2025Q4: 487,636 shares 487,636 $236M 6.22% +5,129 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579,189 shares; 2024Q4: 588,721 shares; 2025Q1: 599,626 shares; 2025Q2: 592,265 shares; 2025Q3: 590,234 shares; 2025Q4: 588,306 shares 588,306 $185M 4.87% -1,928 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836,617 shares; 2024Q4: 853,153 shares; 2025Q1: 886,328 shares; 2025Q2: 930,151 shares; 2025Q3: 934,126 shares; 2025Q4: 936,709 shares 936,709 $175M 4.6% +2,583 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,441 shares; 2024Q4: 550,726 shares; 2025Q1: 559,717 shares; 2025Q2: 555,491 shares; 2025Q3: 569,140 shares; 2025Q4: 577,663 shares 577,663 $133M 3.51% +8,523 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,796 shares; 2024Q4: 6,227 shares; 2025Q1: 6,265 shares; 2025Q2: 310,500 shares; 2025Q3: 313,399 shares; 2025Q4: 317,120 shares 317,120 $106M 2.8% +3,721 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,888 shares; 2024Q4: 302,982 shares; 2025Q1: 312,341 shares; 2025Q2: 310,158 shares; 2025Q3: 292,056 shares; 2025Q4: 290,747 shares 290,747 $101M 2.65% -1,309 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,376,751 shares; 2024Q4: 2,423,386 shares; 2025Q1: 1,887,586 shares; 2025Q2: 1,841,278 shares; 2025Q3: 1,817,110 shares; 2025Q4: 1,802,175 shares 1,802,175 $95.3M 2.51% -14,935 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,531 shares; 2024Q4: 128,263 shares; 2025Q1: 130,797 shares; 2025Q2: 129,405 shares; 2025Q3: 130,495 shares; 2025Q4: 130,366 shares 130,366 $88.9M 2.34% -129 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,876 shares; 2024Q4: 129,599 shares; 2025Q1: 131,560 shares; 2025Q2: 130,648 shares; 2025Q3: 130,333 shares; 2025Q4: 129,812 shares 129,812 $85.7M 2.26% -521 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681,964 shares; 2024Q4: 706,770 shares; 2025Q1: 787,808 shares; 2025Q2: 836,071 shares; 2025Q3: 905,374 shares; 2025Q4: 968,022 shares 968,022 $77.2M 2.03% +62,648 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 498,121 shares; 2024Q4: 783,408 shares; 2025Q1: 813,114 shares; 2025Q2: 819,644 shares; 2025Q3: 839,329 shares; 2025Q4: 859,667 shares 859,667 $72M 1.9% +20,338 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,365 shares; 2024Q4: 240,170 shares; 2025Q1: 220,709 shares; 2025Q2: 217,196 shares; 2025Q3: 218,190 shares; 2025Q4: 218,328 shares 218,328 $70.3M 1.85% +138 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,990 shares; 2024Q4: 4,990 shares; 2025Q1: 4,990 shares; 2025Q2: 5,844 shares; 2025Q3: 5,375 shares; 2025Q4: 240,737 shares 240,737 $67.2M 1.77% +235,362 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,464 shares; 2024Q4: 120,404 shares; 2025Q1: 122,718 shares; 2025Q2: 120,775 shares; 2025Q3: 121,276 shares; 2025Q4: 133,072 shares 133,072 $66.9M 1.76% +11,796 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,703 shares; 2024Q4: 267,386 shares; 2025Q1: 269,334 shares; 2025Q2: 267,530 shares; 2025Q3: 274,245 shares; 2025Q4: 274,029 shares 274,029 $56.7M 1.49% -216 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,006 shares; 2024Q4: 94,953 shares; 2025Q1: 95,802 shares; 2025Q2: 95,295 shares; 2025Q3: 94,374 shares; 2025Q4: 91,750 shares 91,750 $52.6M 1.39% -2,624 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,008 shares; 2024Q4: 178,243 shares; 2025Q1: 176,730 shares; 2025Q2: 172,502 shares; 2025Q3: 167,589 shares; 2025Q4: 166,945 shares 166,945 $52.3M 1.38% -644 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,042 shares; 2024Q4: 89,232 shares; 2025Q1: 89,380 shares; 2025Q2: 87,804 shares; 2025Q3: 87,458 shares; 2025Q4: 87,070 shares 87,070 $49.7M 1.31% -388 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,741 shares; 2024Q4: 178,420 shares; 2025Q1: 179,335 shares; 2025Q2: 175,715 shares; 2025Q3: 174,921 shares; 2025Q4: 172,798 shares 172,798 $44.4M 1.17% -2,123 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,802 shares; 2024Q4: 351,248 shares; 2025Q1: 345,298 shares; 2025Q2: 341,514 shares; 2025Q3: 336,790 shares; 2025Q4: 334,971 shares 334,971 $41.3M 1.09% -1,819 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,562 shares; 2024Q4: 217,003 shares; 2025Q1: 222,296 shares; 2025Q2: 221,377 shares; 2025Q3: 206,087 shares; 2025Q4: 204,994 shares 204,994 $40M 1.05% -1,093 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,495 shares; 2024Q4: 108,414 shares; 2025Q1: 107,971 shares; 2025Q2: 107,132 shares; 2025Q3: 105,188 shares; 2025Q4: 104,713 shares 104,713 $39.1M 1.03% -475 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,045 shares; 2024Q4: 73,679 shares; 2025Q1: 74,964 shares; 2025Q2: 73,916 shares; 2025Q3: 73,803 shares; 2025Q4: 73,512 shares 73,512 $37.5M 0.99% -291 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,643 shares; 2024Q4: 195,086 shares; 2025Q1: 198,097 shares; 2025Q2: 197,197 shares; 2025Q3: 199,766 shares; 2025Q4: 200,091 shares 200,091 $36.7M 0.97% +325 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,331 shares; 2024Q4: 23,275 shares; 2025Q1: 23,775 shares; 2025Q2: 24,376 shares; 2025Q3: 32,714 shares; 2025Q4: 32,745 shares 32,745 $35.2M 0.93% +31 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,265 shares; 2024Q4: 36,332 shares; 2025Q1: 37,572 shares; 2025Q2: 36,853 shares; 2025Q3: 37,075 shares; 2025Q4: 36,924 shares 36,924 $32.5M 0.86% -151 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,016 shares; 2024Q4: 219,609 shares; 2025Q1: 230,302 shares; 2025Q2: 219,505 shares; 2025Q3: 217,983 shares; 2025Q4: 217,422 shares 217,422 $31.2M 0.82% -561 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,345 shares; 2024Q4: 99,933 shares; 2025Q1: 79,600 shares; 2025Q2: 80,501 shares; 2025Q3: 79,273 shares; 2025Q4: 78,240 shares 78,240 $27.6M 0.73% -1,033 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,805 shares; 2024Q4: 173,502 shares; 2025Q1: 176,312 shares; 2025Q2: 172,681 shares; 2025Q3: 171,753 shares; 2025Q4: 171,289 shares 171,289 $27.5M 0.73% -464 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,336 shares; 2024Q4: 158,522 shares; 2025Q1: 161,238 shares; 2025Q2: 160,072 shares; 2025Q3: 159,733 shares; 2025Q4: 157,527 shares 157,527 $26.9M 0.71% -2,206 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,809 shares; 2024Q4: 194,038 shares; 2025Q1: 199,627 shares; 2025Q2: 196,954 shares; 2025Q3: 166,496 shares; 2025Q4: 166,803 shares 166,803 $26.8M 0.71% +307 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,443 shares; 2024Q4: 81,289 shares; 2025Q1: 81,910 shares; 2025Q2: 79,855 shares; 2025Q3: 79,969 shares; 2025Q4: 80,935 shares 80,935 $26.5M 0.7% +966 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,719 shares; 2024Q4: 185,984 shares; 2025Q1: 184,963 shares; 2025Q2: 182,850 shares; 2025Q3: 187,116 shares; 2025Q4: 182,107 shares 182,107 $26.1M 0.69% -5,009 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,582 shares; 2024Q4: 220,607 shares; 2025Q1: 227,679 shares; 2025Q2: 223,251 shares; 2025Q3: 224,217 shares; 2025Q4: 258,962 shares 258,962 $25.9M 0.68% +34,745 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,415 shares; 2024Q4: 109,395 shares; 2025Q1: 110,111 shares; 2025Q2: 107,974 shares; 2025Q3: 106,493 shares; 2025Q4: 106,395 shares 106,395 $25.7M 0.68% -98 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,598 shares; 2024Q4: 201,206 shares; 2025Q1: 204,415 shares; 2025Q2: 206,234 shares; 2025Q3: 215,185 shares; 2025Q4: 211,996 shares 211,996 $25.5M 0.67% -3,189 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,042 shares; 2024Q4: 166,536 shares; 2025Q1: 168,853 shares; 2025Q2: 168,369 shares; 2025Q3: 168,373 shares; 2025Q4: 166,255 shares 166,255 $25.3M 0.67% -2,118 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,428 shares; 2024Q4: 118,977 shares; 2025Q1: 115,082 shares; 2025Q2: 105,617 shares; 2025Q3: 101,439 shares; 2025Q4: 100,189 shares 100,189 $24.7M 0.65% -1,250 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 3,950 shares; 2025Q1: 64,318 shares; 2025Q2: 21,953 shares; 2025Q3: 34,292 shares; 2025Q4: 38,487 shares 38,487 $24.1M 0.64% +4,195 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,176 shares; 2024Q4: 194,072 shares; 2025Q1: 199,020 shares; 2025Q2: 194,547 shares; 2025Q3: 196,084 shares; 2025Q4: 197,313 shares 197,313 $23.6M 0.62% +1,229 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,972 shares; 2024Q4: 2,636 shares; 2025Q1: 2,564 shares; 2025Q2: 98,474 shares; 2025Q3: 97,693 shares; 2025Q4: 96,874 shares 96,874 $23.5M 0.62% -819 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 31 shares 31 $23.4M 0.62% +30 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,207 shares; 2024Q4: 189,779 shares; 2025Q1: 197,424 shares; 2025Q2: 195,995 shares; 2025Q3: 198,451 shares; 2025Q4: 198,703 shares 198,703 $23.2M 0.61% +252 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,444 shares; 2024Q4: 98,698 shares; 2025Q1: 100,019 shares; 2025Q2: 98,194 shares; 2025Q3: 97,788 shares; 2025Q4: 97,495 shares 97,495 $22.3M 0.59% -293 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,154 shares; 2024Q4: 190,651 shares; 2025Q1: 192,266 shares; 2025Q2: 187,713 shares; 2025Q3: 188,264 shares; 2025Q4: 187,267 shares 187,267 $21.3M 0.56% -997 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,187 shares; 2024Q4: 30,231 shares; 2025Q1: 30,715 shares; 2025Q2: 30,535 shares; 2025Q3: 35,542 shares; 2025Q4: 35,654 shares 35,654 $20.7M 0.54% +112 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,628 shares; 2024Q4: 72,670 shares; 2025Q1: 73,945 shares; 2025Q2: 73,874 shares; 2025Q3: 74,642 shares; 2025Q4: 74,153 shares 74,153 $19.9M 0.52% -489 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,224 shares; 2024Q4: 43,478 shares; 2025Q1: 44,231 shares; 2025Q2: 43,502 shares; 2025Q3: 44,062 shares; 2025Q4: 44,589 shares 44,589 $19M 0.5% +527 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140,485 shares; 2025Q3: 140,360 shares; 2025Q4: 139,300 shares 139,300 $18.8M 0.5% -1,060 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,500 shares; 2024Q4: 81,792 shares; 2025Q1: 80,636 shares; 2025Q2: 80,292 shares; 2025Q3: 80,308 shares; 2025Q4: 78,929 shares 78,929 $18M 0.48% -1,379 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,937 shares; 2024Q4: 79,356 shares; 2025Q1: 79,894 shares; 2025Q2: 111,938 shares; 2025Q3: 112,165 shares; 2025Q4: 110,161 shares 110,161 $18M 0.47% -2,004 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,823 shares; 2024Q4: 39,282 shares; 2025Q1: 39,904 shares; 2025Q2: 39,134 shares; 2025Q3: 49,628 shares; 2025Q4: 51,137 shares 51,137 $17.9M 0.47% +1,509 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,778 shares; 2024Q4: 97,921 shares; 2025Q1: 99,175 shares; 2025Q2: 97,501 shares; 2025Q3: 96,929 shares; 2025Q4: 96,457 shares 96,457 $17.4M 0.46% -472 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,329 shares; 2024Q4: 162,569 shares; 2025Q1: 166,206 shares; 2025Q2: 163,564 shares; 2025Q3: 163,626 shares; 2025Q4: 162,713 shares 162,713 $16.9M 0.45% -913 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620,170 shares; 2024Q4: 620,228 shares; 2025Q1: 636,688 shares; 2025Q2: 623,808 shares; 2025Q3: 632,689 shares; 2025Q4: 653,112 shares 653,112 $16.3M 0.43% +20,423 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,708 shares; 2024Q4: 55,688 shares; 2025Q1: 57,355 shares; 2025Q2: 57,114 shares; 2025Q3: 58,375 shares; 2025Q4: 58,611 shares 58,611 $16.1M 0.43% +236 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 759,286 shares; 2024Q4: 759,286 shares; 2025Q1: 759,286 shares; 2025Q2: 759,286 shares; 2025Q3: 759,286 shares; 2025Q4: 759,286 shares 759,286 $16.1M 0.42% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,419 shares; 2024Q4: 62,560 shares; 2025Q1: 63,589 shares; 2025Q2: 62,505 shares; 2025Q3: 62,900 shares; 2025Q4: 63,260 shares 63,260 $15.9M 0.42% +360 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,468 shares; 2024Q4: 47,532 shares; 2025Q1: 47,361 shares; 2025Q2: 46,587 shares; 2025Q3: 46,964 shares; 2025Q4: 46,786 shares 46,786 $15.8M 0.42% -178 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,795 shares; 2024Q4: 155,084 shares; 2025Q1: 158,804 shares; 2025Q2: 160,261 shares; 2025Q3: 162,505 shares; 2025Q4: 162,999 shares 162,999 $15.7M 0.41% +494 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,575 shares; 2024Q4: 326,105 shares; 2025Q1: 335,032 shares; 2025Q2: 340,684 shares; 2025Q3: 350,484 shares; 2025Q4: 357,424 shares 357,424 $15.6M 0.41% +6,940 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,208 shares; 2024Q4: 96,688 shares; 2025Q1: 151,468 shares; 2025Q2: 151,767 shares; 2025Q3: 153,751 shares; 2025Q4: 154,664 shares 154,664 $15.4M 0.4% +913 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,930 shares; 2024Q4: 206,997 shares; 2025Q1: 208,774 shares; 2025Q2: 206,224 shares; 2025Q3: 205,684 shares; 2025Q4: 150,340 shares 150,340 $15.3M 0.4% -55,344 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,613 shares; 2024Q4: 96,659 shares; 2025Q1: 98,602 shares; 2025Q2: 97,834 shares; 2025Q3: 98,073 shares; 2025Q4: 97,212 shares 97,212 $14.5M 0.38% -861 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,431 shares; 2024Q4: 44,021 shares; 2025Q1: 44,693 shares; 2025Q2: 44,312 shares; 2025Q3: 43,873 shares; 2025Q4: 45,554 shares 45,554 $13.9M 0.37% +1,681 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,915 shares; 2024Q4: 167,988 shares; 2025Q1: 170,238 shares; 2025Q2: 170,412 shares; 2025Q3: 172,027 shares; 2025Q4: 172,172 shares 172,172 $13.6M 0.36% +145 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,270 shares; 2024Q4: 346,442 shares; 2025Q1: 355,622 shares; 2025Q2: 358,170 shares; 2025Q3: 358,215 shares; 2025Q4: 352,219 shares 352,219 $13.5M 0.36% -5,996 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,711 shares; 2024Q4: 80,224 shares; 2025Q1: 82,356 shares; 2025Q2: 81,097 shares; 2025Q3: 81,344 shares; 2025Q4: 81,470 shares 81,470 $13.3M 0.35% +126 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,086 shares; 2024Q4: 79,561 shares; 2025Q1: 77,640 shares; 2025Q2: 75,576 shares; 2025Q3: 74,496 shares; 2025Q4: 74,615 shares 74,615 $12.9M 0.34% +119 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220,000 shares; 2025Q4: 220,000 shares 220,000 $12.6M 0.33% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,825 shares; 2024Q4: 27,351 shares; 2025Q1: 27,291 shares; 2025Q2: 26,229 shares; 2025Q3: 26,394 shares; 2025Q4: 26,400 shares 26,400 $12.5M 0.33% +6 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,820 shares; 2024Q4: 184,268 shares; 2025Q1: 192,997 shares; 2025Q2: 201,429 shares; 2025Q3: 208,000 shares; 2025Q4: 216,625 shares 216,625 $12.5M 0.33% +8,625 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,731 shares; 2024Q4: 229,793 shares; 2025Q1: 225,354 shares; 2025Q2: 223,871 shares; 2025Q3: 219,165 shares; 2025Q4: 217,053 shares 217,053 $11.9M 0.31% -2,112 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,503 shares; 2024Q4: 175,338 shares; 2025Q1: 171,711 shares; 2025Q2: 165,596 shares; 2025Q3: 156,101 shares; 2025Q4: 153,587 shares 153,587 $11.8M 0.31% -2,514 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,254 shares; 2024Q4: 45,262 shares; 2025Q1: 43,838 shares; 2025Q2: 44,708 shares; 2025Q3: 45,364 shares; 2025Q4: 43,520 shares 43,520 $11.3M 0.3% -1,844 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,632 shares; 2024Q4: 8,056 shares; 2025Q1: 8,250 shares; 2025Q2: 122,457 shares; 2025Q3: 123,709 shares; 2025Q4: 123,401 shares 123,401 $11.3M 0.3% -308 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,059 shares; 2024Q4: 91,991 shares; 2025Q1: 89,980 shares; 2025Q2: 88,942 shares; 2025Q3: 88,626 shares; 2025Q4: 88,697 shares 88,697 $11.1M 0.29% +71 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,801 shares; 2024Q4: 151,044 shares; 2025Q1: 150,916 shares; 2025Q2: 148,874 shares; 2025Q3: 146,591 shares; 2025Q4: 145,644 shares 145,644 $10.7M 0.28% -947 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 291,645 shares; 2025Q3: 282,156 shares; 2025Q4: 277,932 shares 277,932 $9.81M 0.26% -4,224 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,617 shares; 2024Q4: 92,960 shares; 2025Q1: 94,372 shares; 2025Q2: 90,824 shares; 2025Q3: 88,818 shares; 2025Q4: 86,336 shares 86,336 $9.62M 0.25% -2,482 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,441 shares; 2025Q3: 93,446 shares; 2025Q4: 92,630 shares 92,630 $9.6M 0.25% -816 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,636 shares; 2024Q4: 60,299 shares; 2025Q1: 59,934 shares; 2025Q2: 59,414 shares; 2025Q3: 58,985 shares; 2025Q4: 59,351 shares 59,351 $9.21M 0.24% +366 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,173 shares; 2024Q4: 26,966 shares; 2025Q1: 26,361 shares; 2025Q2: 26,014 shares; 2025Q3: 25,705 shares; 2025Q4: 25,462 shares 25,462 $8.95M 0.24% -243 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,540 shares; 2024Q4: 99,208 shares; 2025Q1: 104,135 shares; 2025Q2: 109,166 shares; 2025Q3: 113,133 shares; 2025Q4: 114,718 shares 114,718 $8.88M 0.23% +1,585 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,487 shares; 2024Q4: 171,226 shares; 2025Q1: 171,113 shares; 2025Q2: 163,420 shares; 2025Q3: 164,089 shares; 2025Q4: 165,473 shares 165,473 $8.83M 0.23% +1,384 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,374 shares; 2024Q4: 68,457 shares; 2025Q1: 67,593 shares; 2025Q2: 67,270 shares; 2025Q3: 66,878 shares; 2025Q4: 66,290 shares 66,290 $8.8M 0.23% -588 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,142 shares; 2024Q4: 107,031 shares; 2025Q1: 103,645 shares; 2025Q2: 103,014 shares; 2025Q3: 99,625 shares; 2025Q4: 193,400 shares 193,400 $8.65M 0.23% +93,775 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,402 shares; 2024Q4: 89,882 shares; 2025Q1: 86,966 shares; 2025Q2: 85,362 shares; 2025Q3: 79,525 shares; 2025Q4: 81,548 shares 81,548 $8.58M 0.23% +2,023 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 353 shares; 2025Q1: 373 shares; 2025Q2: 573 shares; 2025Q3: 558 shares; 2025Q4: 10,322 shares 10,322 $8.47M 0.22% +9,764 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,986 shares; 2024Q4: 5,630 shares; 2025Q1: 6,641 shares; 2025Q2: 7,506 shares; 2025Q3: 7,658 shares; 2025Q4: 18,075 shares 18,075 $8.13M 0.21% +10,417 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,546 shares; 2024Q4: 13,516 shares; 2025Q1: 12,968 shares; 2025Q2: 12,968 shares; 2025Q3: 12,968 shares; 2025Q4: 13,070 shares 13,070 $7.88M 0.21% +102 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,530 shares; 2024Q4: 168,412 shares; 2025Q1: 173,601 shares; 2025Q2: 177,596 shares; 2025Q3: 175,254 shares; 2025Q4: 170,331 shares 170,331 $7.68M 0.2% -4,923 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,131 shares; 2024Q4: 95,745 shares; 2025Q1: 91,253 shares; 2025Q2: 84,101 shares; 2025Q3: 80,173 shares; 2025Q4: 79,163 shares 79,163 $7.62M 0.2% -1,010 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,347 shares; 2024Q4: 11,668 shares; 2025Q1: 11,661 shares; 2025Q2: 11,483 shares; 2025Q3: 11,324 shares; 2025Q4: 10,797 shares 10,797 $7.4M 0.19% -527 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,513 shares; 2024Q4: 28,534 shares; 2025Q1: 28,518 shares; 2025Q2: 26,818 shares; 2025Q3: 25,720 shares; 2025Q4: 25,801 shares 25,801 $7.36M 0.19% +81 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,415 shares; 2024Q4: 80,139 shares; 2025Q1: 81,090 shares; 2025Q2: 80,028 shares; 2025Q3: 81,239 shares; 2025Q4: 81,659 shares 81,659 $7.26M 0.19% +420 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,304 shares; 2024Q4: 71,354 shares; 2025Q1: 106,270 shares; 2025Q2: 106,846 shares; 2025Q3: 117,085 shares; 2025Q4: 109,483 shares 109,483 $7.23M 0.19% -7,602 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,900 shares; 2024Q4: 26,418 shares; 2025Q1: 25,969 shares; 2025Q2: 25,373 shares; 2025Q3: 24,923 shares; 2025Q4: 24,963 shares 24,963 $6.82M 0.18% +40 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,385 shares; 2024Q4: 10,916 shares; 2025Q1: 10,469 shares; 2025Q2: 10,744 shares; 2025Q3: 10,688 shares; 2025Q4: 10,980 shares 10,980 $6.75M 0.18% +292 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,177 shares; 2025Q2: 81,013 shares; 2025Q3: 81,342 shares; 2025Q4: 81,812 shares 81,812 $6.68M 0.18% +470 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,466 shares; 2024Q4: 44,758 shares; 2025Q1: 47,507 shares; 2025Q2: 47,277 shares; 2025Q3: 50,019 shares; 2025Q4: 46,571 shares 46,571 $6.68M 0.18% -3,448 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,855 shares; 2024Q4: 90,335 shares; 2025Q1: 88,538 shares; 2025Q2: 86,430 shares; 2025Q3: 82,559 shares; 2025Q4: 77,493 shares 77,493 $6.53M 0.17% -5,066 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,135 shares; 2024Q4: 20,877 shares; 2025Q1: 20,276 shares; 2025Q2: 20,206 shares; 2025Q3: 20,746 shares; 2025Q4: 21,784 shares 21,784 $6.45M 0.17% +1,038 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,471 shares; 2024Q4: 40,450 shares; 2025Q1: 40,507 shares; 2025Q2: 40,937 shares; 2025Q3: 40,900 shares; 2025Q4: 41,176 shares 41,176 $6.37M 0.17% +276 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,401 shares; 2024Q4: 54,435 shares; 2025Q1: 54,074 shares; 2025Q2: 54,973 shares; 2025Q3: 62,958 shares; 2025Q4: 67,351 shares 67,351 $6.03M 0.16% +4,393 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,314 shares; 2024Q4: 16,271 shares; 2025Q1: 15,674 shares; 2025Q2: 15,311 shares; 2025Q3: 15,171 shares; 2025Q4: 17,015 shares 17,015 $5.62M 0.15% +1,844 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,810 shares; 2024Q4: 17,405 shares; 2025Q1: 17,150 shares; 2025Q2: 16,388 shares; 2025Q3: 15,587 shares; 2025Q4: 15,728 shares 15,728 $5.41M 0.14% +141 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,041 shares; 2024Q4: 15,462 shares; 2025Q1: 14,875 shares; 2025Q2: 15,702 shares; 2025Q3: 15,299 shares; 2025Q4: 15,223 shares 15,223 $5.34M 0.14% -76 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 311 shares; 2025Q3: 4,544 shares; 2025Q4: 4,754 shares 4,754 $5.09M 0.13% +210 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,848 shares; 2024Q4: 21,044 shares; 2025Q1: 20,455 shares; 2025Q2: 18,875 shares; 2025Q3: 17,642 shares; 2025Q4: 17,592 shares 17,592 $5.08M 0.13% -50 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,272 shares; 2025Q1: 3,272 shares; 2025Q2: 3,478 shares; 2025Q3: 3,547 shares; 2025Q4: 6,290 shares 6,290 $4.74M 0.12% +2,743 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,266 shares; 2024Q4: 9,278 shares; 2025Q1: 10,566 shares; 2025Q2: 9,752 shares; 2025Q3: 9,643 shares; 2025Q4: 9,671 shares 9,671 $4.68M 0.12% +28 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,773 shares; 2024Q4: 18,648 shares; 2025Q1: 18,177 shares; 2025Q2: 18,154 shares; 2025Q3: 18,107 shares; 2025Q4: 17,948 shares 17,948 $4.62M 0.12% -159 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,573 shares; 2024Q4: 24,909 shares; 2025Q1: 26,268 shares; 2025Q2: 24,829 shares; 2025Q3: 24,414 shares; 2025Q4: 23,476 shares 23,476 $4.58M 0.12% -938 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,151 shares; 2024Q4: 64,896 shares; 2025Q1: 58,422 shares; 2025Q2: 54,818 shares; 2025Q3: 57,917 shares; 2025Q4: 54,039 shares 54,039 $4.34M 0.11% -3,878 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,095 shares; 2025Q1: 16,762 shares; 2025Q2: 16,797 shares; 2025Q3: 16,643 shares; 2025Q4: 16,673 shares 16,673 $4.05M 0.11% +30 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,922 shares; 2024Q4: 18,623 shares; 2025Q1: 18,623 shares; 2025Q2: 18,288 shares; 2025Q3: 18,305 shares; 2025Q4: 18,213 shares 18,213 $3.83M 0.1% -92 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,767 shares; 2024Q4: 11,538 shares; 2025Q1: 11,851 shares; 2025Q2: 11,848 shares; 2025Q3: 11,894 shares; 2025Q4: 11,943 shares 11,943 $3.8M 0.1% +49 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,856 shares; 2024Q4: 66,255 shares; 2025Q1: 67,211 shares; 2025Q2: 67,224 shares; 2025Q3: 66,989 shares; 2025Q4: 19,002 shares 19,002 $3.69M 0.1% -47,987 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,855 shares; 2024Q4: 4,797 shares; 2025Q1: 4,772 shares; 2025Q2: 4,963 shares; 2025Q3: 4,087 shares; 2025Q4: 7,368 shares 7,368 $3.59M 0.09% +3,281 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,286 shares; 2024Q4: 11,123 shares; 2025Q1: 11,402 shares; 2025Q2: 11,266 shares; 2025Q3: 11,447 shares; 2025Q4: 11,586 shares 11,586 $3.57M 0.09% +139 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,828 shares; 2024Q4: 7,215 shares; 2025Q1: 7,585 shares; 2025Q2: 7,392 shares; 2025Q3: 7,407 shares; 2025Q4: 7,424 shares 7,424 $3.46M 0.09% +17 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,539 shares; 2024Q4: 9,545 shares; 2025Q1: 9,567 shares; 2025Q2: 9,532 shares; 2025Q3: 9,565 shares; 2025Q4: 9,525 shares 9,525 $3.36M 0.09% -40 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,398 shares; 2024Q4: 42,298 shares; 2025Q1: 43,071 shares; 2025Q2: 41,971 shares; 2025Q3: 44,365 shares; 2025Q4: 45,640 shares 45,640 $3.19M 0.08% +1,275 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,664 shares; 2024Q4: 132,097 shares; 2025Q1: 130,379 shares; 2025Q2: 129,708 shares; 2025Q3: 126,511 shares; 2025Q4: 117,257 shares 117,257 $3.02M 0.08% -9,254 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,297 shares; 2024Q4: 18,788 shares; 2025Q1: 18,108 shares; 2025Q2: 18,567 shares; 2025Q3: 21,613 shares; 2025Q4: 23,067 shares 23,067 $2.77M 0.07% +1,454 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,176 shares; 2024Q4: 37,294 shares; 2025Q1: 34,871 shares; 2025Q2: 34,626 shares; 2025Q3: 34,194 shares; 2025Q4: 34,585 shares 34,585 $2.55M 0.07% +391 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,241 shares; 2024Q4: 29,734 shares; 2025Q1: 28,246 shares; 2025Q2: 29,826 shares; 2025Q3: 33,414 shares; 2025Q4: 37,828 shares 37,828 $2.54M 0.07% +4,414 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,497 shares; 2024Q4: 82,700 shares; 2025Q1: 82,835 shares; 2025Q2: 97,660 shares; 2025Q3: 105,182 shares; 2025Q4: 101,141 shares 101,141 $2.51M 0.07% -4,041 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,513 shares; 2025Q1: 2,467 shares; 2025Q2: 2,389 shares; 2025Q3: 2,283 shares; 2025Q4: 2,257 shares 2,257 $2.42M 0.06% -26 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,535 shares; 2024Q4: 118,861 shares; 2025Q1: 108,707 shares; 2025Q2: 99,550 shares; 2025Q3: 64,899 shares; 2025Q4: 64,025 shares 64,025 $2.36M 0.06% -874 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,865 shares; 2024Q4: 48,777 shares; 2025Q1: 47,299 shares; 2025Q2: 45,570 shares; 2025Q3: 43,747 shares; 2025Q4: 43,691 shares 43,691 $2.35M 0.06% -56 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,388 shares; 2024Q4: 25,854 shares; 2025Q1: 25,298 shares; 2025Q2: 25,162 shares; 2025Q3: 24,378 shares; 2025Q4: 24,336 shares 24,336 $2.34M 0.06% -42 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,224 shares; 2024Q4: 17,190 shares; 2025Q1: 16,846 shares; 2025Q2: 16,588 shares; 2025Q3: 16,288 shares; 2025Q4: 16,965 shares 16,965 $2.32M 0.06% +677 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,582 shares; 2024Q4: 214,069 shares; 2025Q1: 214,132 shares; 2025Q2: 46,006 shares; 2025Q3: 44,345 shares; 2025Q4: 41,830 shares 41,830 $2.26M 0.06% -2,515 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,702 shares; 2024Q4: 3,083 shares; 2025Q1: 2,938 shares; 2025Q2: 2,640 shares; 2025Q3: 2,651 shares; 2025Q4: 2,580 shares 2,580 $2.22M 0.06% -71 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,266 shares; 2024Q4: 6,129 shares; 2025Q1: 6,157 shares; 2025Q2: 5,968 shares; 2025Q3: 5,931 shares; 2025Q4: 5,927 shares 5,927 $2.19M 0.06% -4 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,069 shares; 2024Q4: 7,049 shares; 2025Q1: 7,049 shares; 2025Q2: 7,604 shares; 2025Q3: 7,602 shares; 2025Q4: 15,204 shares 15,204 $2.19M 0.06% +7,602 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,798 shares; 2024Q4: 40,692 shares; 2025Q1: 40,323 shares; 2025Q2: 39,398 shares; 2025Q3: 36,356 shares; 2025Q4: 39,176 shares 39,176 $2.15M 0.06% +2,820 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,045 shares; 2024Q4: 16,348 shares; 2025Q1: 17,016 shares; 2025Q2: 16,850 shares; 2025Q3: 19,207 shares; 2025Q4: 22,895 shares 22,895 $2.13M 0.06% +3,688 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,259 shares; 2024Q4: 27,211 shares; 2025Q1: 26,882 shares; 2025Q2: 24,083 shares; 2025Q3: 21,403 shares; 2025Q4: 22,113 shares 22,113 $2.12M 0.06% +710 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,571 shares; 2024Q4: 26,550 shares; 2025Q1: 26,623 shares; 2025Q2: 26,917 shares; 2025Q3: 26,897 shares; 2025Q4: 27,208 shares 27,208 $2.11M 0.06% +311 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,999 shares; 2024Q4: 54,033 shares; 2025Q1: 54,077 shares; 2025Q2: 53,968 shares; 2025Q3: 55,093 shares; 2025Q4: 51,772 shares 51,772 $2.11M 0.06% -3,321 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,081 shares; 2024Q4: 39,042 shares; 2025Q1: 37,245 shares; 2025Q2: 37,095 shares; 2025Q3: 36,081 shares; 2025Q4: 36,349 shares 36,349 $2.09M 0.06% +268 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,165 shares; 2024Q4: 15,998 shares; 2025Q1: 15,983 shares; 2025Q2: 13,031 shares; 2025Q3: 13,064 shares; 2025Q4: 13,038 shares 13,038 $2.09M 0.06% -26 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,762 shares; 2024Q4: 12,597 shares; 2025Q1: 12,689 shares; 2025Q2: 12,336 shares; 2025Q3: 12,369 shares; 2025Q4: 12,336 shares 12,336 $2.01M 0.05% -33 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,844 shares 9,844 $2M 0.05% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 2,821 shares; 2025Q1: 2,885 shares; 2025Q2: 2,870 shares; 2025Q3: 2,886 shares; 2025Q4: 2,993 shares 2,993 $1.96M 0.05% +107 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,149 shares; 2024Q4: 5,894 shares; 2025Q1: 6,080 shares; 2025Q2: 6,084 shares; 2025Q3: 6,075 shares; 2025Q4: 6,104 shares 6,104 $1.76M 0.05% +29 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,236 shares; 2024Q4: 43,713 shares; 2025Q1: 35,922 shares; 2025Q2: 34,996 shares; 2025Q3: 34,041 shares; 2025Q4: 35,027 shares 35,027 $1.76M 0.05% +986 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,255 shares; 2025Q1: 9,672 shares; 2025Q2: 9,672 shares; 2025Q3: 9,775 shares; 2025Q4: 10,239 shares 10,239 $1.75M 0.05% +464 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,872 shares; 2024Q4: 4,079 shares; 2025Q1: 4,123 shares; 2025Q2: 4,123 shares; 2025Q3: 4,193 shares; 2025Q4: 4,264 shares 4,264 $1.69M 0.04% +71 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,715 shares; 2024Q4: 7,469 shares; 2025Q1: 7,493 shares; 2025Q2: 7,127 shares; 2025Q3: 7,060 shares; 2025Q4: 7,224 shares 7,224 $1.67M 0.04% +164 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,618 shares; 2025Q3: 2,618 shares; 2025Q4: 4,178 shares 4,178 $1.65M 0.04% +1,560 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,944 shares; 2024Q4: 8,771 shares; 2025Q1: 9,284 shares; 2025Q2: 9,193 shares; 2025Q3: 9,313 shares; 2025Q4: 9,165 shares 9,165 $1.63M 0.04% -148 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,169 shares; 2024Q4: 6,273 shares; 2025Q1: 6,518 shares; 2025Q2: 6,732 shares; 2025Q3: 6,958 shares; 2025Q4: 7,074 shares 7,074 $1.54M 0.04% +116 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,395 shares; 2024Q4: 6,448 shares; 2025Q1: 6,207 shares; 2025Q2: 6,154 shares; 2025Q3: 6,255 shares; 2025Q4: 6,184 shares 6,184 $1.52M 0.04% -71 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,892 shares; 2024Q4: 18,392 shares; 2025Q1: 18,408 shares; 2025Q2: 18,478 shares; 2025Q3: 17,985 shares; 2025Q4: 18,685 shares 18,685 $1.46M 0.04% +700 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,920 shares; 2024Q4: 29,786 shares; 2025Q1: 25,870 shares; 2025Q2: 25,710 shares; 2025Q3: 40,282 shares; 2025Q4: 40,072 shares 40,072 $1.45M 0.04% -210 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,112 shares; 2024Q4: 31,112 shares; 2025Q1: 31,112 shares; 2025Q2: 31,112 shares; 2025Q3: 31,112 shares; 2025Q4: 31,112 shares 31,112 $1.45M 0.04% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,610 shares; 2024Q4: 6,610 shares; 2025Q1: 6,250 shares; 2025Q2: 6,248 shares; 2025Q3: 5,931 shares; 2025Q4: 6,485 shares 6,485 $1.43M 0.04% +554 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,285 shares; 2024Q4: 15,266 shares; 2025Q1: 8,547 shares; 2025Q2: 8,547 shares; 2025Q3: 8,336 shares; 2025Q4: 8,336 shares 8,336 $1.41M 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,227 shares; 2024Q4: 15,124 shares; 2025Q1: 15,069 shares; 2025Q2: 15,132 shares; 2025Q3: 15,132 shares; 2025Q4: 30,728 shares 30,728 $1.39M 0.04% +15,596 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,388 shares; 2024Q4: 52,605 shares; 2025Q1: 37,261 shares; 2025Q2: 35,701 shares; 2025Q3: 36,936 shares; 2025Q4: 40,278 shares 40,278 $1.29M 0.03% +3,342 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,394 shares; 2024Q4: 216,054 shares; 2025Q1: 218,817 shares; 2025Q2: 21,885 shares; 2025Q3: 21,283 shares; 2025Q4: 19,979 shares 19,979 $1.27M 0.03% -1,304 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,653 shares; 2024Q4: 11,766 shares; 2025Q1: 11,815 shares; 2025Q2: 12,474 shares; 2025Q3: 13,746 shares; 2025Q4: 14,579 shares 14,579 $1.27M 0.03% +833 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,785 shares; 2024Q4: 19,651 shares; 2025Q1: 20,067 shares; 2025Q2: 20,710 shares; 2025Q3: 20,316 shares; 2025Q4: 23,318 shares 23,318 $1.25M 0.03% +3,002 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,801 shares; 2024Q4: 7,827 shares; 2025Q1: 7,827 shares; 2025Q2: 7,827 shares; 2025Q3: 7,757 shares; 2025Q4: 7,757 shares 7,757 $1.24M 0.03% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,931 shares; 2024Q4: 26,080 shares; 2025Q1: 26,488 shares; 2025Q2: 24,311 shares; 2025Q3: 24,128 shares; 2025Q4: 24,155 shares 24,155 $1.23M 0.03% +27 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,155 shares; 2024Q4: 3,992 shares; 2025Q1: 4,301 shares; 2025Q2: 4,738 shares; 2025Q3: 5,367 shares; 2025Q4: 5,482 shares 5,482 $1.17M 0.03% +115 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: 2,229 shares; 2025Q1: 2,152 shares; 2025Q2: 1,998 shares; 2025Q3: 1,887 shares; 2025Q4: 1,834 shares 1,834 $1.14M 0.03% -53 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares 9,600 $1.1M 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,304 shares; 2024Q4: 4,699 shares; 2025Q1: 4,610 shares; 2025Q2: 3,717 shares; 2025Q3: 3,384 shares; 2025Q4: 3,263 shares 3,263 $1.1M 0.03% -121 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,279 shares; 2024Q4: 12,279 shares; 2025Q1: 12,279 shares; 2025Q2: 13,261 shares; 2025Q3: 13,246 shares; 2025Q4: 14,184 shares 14,184 $1.1M 0.03% +938 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,273 shares; 2024Q4: 12,753 shares; 2025Q1: 13,242 shares; 2025Q2: 13,310 shares; 2025Q3: 11,264 shares; 2025Q4: 10,890 shares 10,890 $1.09M 0.03% -374 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,754 shares; 2024Q4: 6,881 shares; 2025Q1: 6,961 shares; 2025Q2: 6,122 shares; 2025Q3: 5,751 shares; 2025Q4: 5,795 shares 5,795 $1.08M 0.03% +44 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,076 shares; 2024Q4: 8,769 shares; 2025Q1: 8,156 shares; 2025Q2: 8,034 shares; 2025Q3: 8,423 shares; 2025Q4: 9,037 shares 9,037 $1.04M 0.03% +614 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,917 shares; 2024Q4: 21,917 shares; 2025Q1: 21,917 shares; 2025Q2: 21,917 shares; 2025Q3: 21,917 shares; 2025Q4: 26,077 shares 26,077 $1.03M 0.03% +4,160 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,554 shares; 2024Q4: 22,496 shares; 2025Q1: 17,855 shares; 2025Q2: 15,466 shares; 2025Q3: 14,206 shares; 2025Q4: 16,466 shares 16,466 $1.03M 0.03% +2,260 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,793 shares; 2025Q1: 1,793 shares; 2025Q2: 1,793 shares; 2025Q3: 1,795 shares; 2025Q4: 1,809 shares 1,809 $1000K 0.03% +14 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,279 shares; 2025Q1: 18,270 shares; 2025Q2: 18,305 shares; 2025Q3: 18,738 shares; 2025Q4: 19,711 shares 19,711 $979K 0.03% +973 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,387 shares; 2025Q1: 5,386 shares; 2025Q2: 5,387 shares; 2025Q3: 5,387 shares; 2025Q4: 5,368 shares 5,368 $977K 0.03% -19 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,602 shares; 2024Q4: 3,575 shares; 2025Q1: 3,567 shares; 2025Q2: 3,324 shares; 2025Q3: 3,339 shares; 2025Q4: 3,324 shares 3,324 $976K 0.03% -15 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,890 shares; 2024Q4: 3,705 shares; 2025Q1: 4,094 shares; 2025Q2: 5,126 shares; 2025Q3: 6,691 shares; 2025Q4: 6,304 shares 6,304 $972K 0.03% -387 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,634 shares; 2024Q4: 47,041 shares; 2025Q1: 45,534 shares; 2025Q2: 39,017 shares; 2025Q3: 35,499 shares; 2025Q4: 35,347 shares 35,347 $917K 0.02% -152 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 1,904 shares; 2025Q1: 2,505 shares; 2025Q2: 3,016 shares; 2025Q3: 3,256 shares; 2025Q4: 2,995 shares 2,995 $910K 0.02% -261 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,102 shares; 2024Q4: 11,695 shares; 2025Q1: 11,721 shares; 2025Q2: 10,802 shares; 2025Q3: 11,026 shares; 2025Q4: 12,339 shares 12,339 $907K 0.02% +1,313 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,563 shares; 2024Q4: 1,490 shares; 2025Q1: 1,451 shares; 2025Q2: 1,338 shares; 2025Q3: 1,194 shares; 2025Q4: 1,160 shares 1,160 $895K 0.02% -34 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,017 shares; 2024Q4: 13,987 shares; 2025Q1: 14,023 shares; 2025Q2: 11,696 shares; 2025Q3: 11,726 shares; 2025Q4: 9,413 shares 9,413 $881K 0.02% -2,313 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 857 shares; 2025Q4: 3,057 shares 3,057 $880K 0.02% +2,200 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,610 shares; 2024Q4: 6,582 shares; 2025Q1: 6,582 shares; 2025Q2: 6,695 shares; 2025Q3: 7,295 shares; 2025Q4: 7,283 shares 7,283 $857K 0.02% -12 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,096 shares; 2024Q4: 12,013 shares; 2025Q1: 12,013 shares; 2025Q2: 11,897 shares; 2025Q3: 11,897 shares; 2025Q4: 11,554 shares 11,554 $850K 0.02% -343 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,863 shares; 2024Q4: 10,310 shares; 2025Q1: 9,827 shares; 2025Q2: 9,777 shares; 2025Q3: 9,544 shares; 2025Q4: 9,369 shares 9,369 $843K 0.02% -175 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,065 shares; 2024Q4: 7,096 shares; 2025Q1: 7,177 shares; 2025Q2: 7,178 shares; 2025Q3: 7,180 shares; 2025Q4: 7,550 shares 7,550 $833K 0.02% +370 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 6,046 shares; 2025Q1: 16,684 shares; 2025Q2: 16,648 shares; 2025Q3: 16,548 shares; 2025Q4: 15,341 shares 15,341 $828K 0.02% -1,207 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,673 shares; 2024Q4: 7,885 shares; 2025Q1: 7,562 shares; 2025Q2: 9,822 shares; 2025Q3: 9,769 shares; 2025Q4: 9,713 shares 9,713 $828K 0.02% -56 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,597 shares; 2024Q4: 17,442 shares; 2025Q1: 17,471 shares; 2025Q2: 15,871 shares; 2025Q3: 15,543 shares; 2025Q4: 15,306 shares 15,306 $824K 0.02% -237 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,077 shares; 2025Q2: 6,026 shares; 2025Q3: 6,026 shares; 2025Q4: 6,249 shares 6,249 $811K 0.02% +223 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,510 shares; 2024Q4: 17,510 shares; 2025Q1: 17,510 shares; 2025Q2: 17,510 shares; 2025Q3: 17,510 shares; 2025Q4: 17,510 shares 17,510 $803K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,205 shares; 2024Q4: 25,328 shares; 2025Q1: 8,164 shares; 2025Q2: 7,452 shares; 2025Q3: 7,347 shares; 2025Q4: 7,682 shares 7,682 $751K 0.02% +335 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,305 shares; 2024Q4: 7,305 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 8,632 shares 8,632 $750K 0.02% +1,432 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,891 shares; 2024Q4: 2,891 shares; 2025Q1: 2,891 shares; 2025Q2: 2,891 shares; 2025Q3: 2,752 shares; 2025Q4: 2,480 shares 2,480 $749K 0.02% -272 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,392 shares; 2024Q4: 15,641 shares; 2025Q1: 15,133 shares; 2025Q2: 14,783 shares; 2025Q3: 14,329 shares; 2025Q4: 15,161 shares 15,161 $746K 0.02% +832 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,549 shares; 2024Q4: 31,389 shares; 2025Q1: 27,367 shares; 2025Q2: 27,131 shares; 2025Q3: 24,181 shares; 2025Q4: 23,575 shares 23,575 $730K 0.02% -606 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,108 shares; 2024Q4: 15,307 shares; 2025Q1: 10,589 shares; 2025Q2: 9,616 shares; 2025Q3: 9,909 shares; 2025Q4: 9,909 shares 9,909 $728K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,807 shares; 2025Q3: 4,122 shares; 2025Q4: 4,074 shares 4,074 $724K 0.02% -48 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 3,833 shares; 2025Q1: 3,340 shares; 2025Q2: 3,201 shares; 2025Q3: 3,254 shares; 2025Q4: 3,249 shares 3,249 $714K 0.02% -5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,093 shares; 2024Q4: 4,093 shares; 2025Q1: 4,093 shares; 2025Q2: 6,391 shares; 2025Q3: 5,872 shares; 2025Q4: 4,023 shares 4,023 $714K 0.02% -1,849 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,096 shares; 2024Q4: 25,646 shares; 2025Q1: 26,063 shares; 2025Q2: 25,656 shares; 2025Q3: 25,652 shares; 2025Q4: 25,634 shares 25,634 $705K 0.02% -18 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,956 shares; 2024Q4: 6,969 shares; 2025Q1: 6,969 shares; 2025Q2: 7,265 shares; 2025Q3: 7,286 shares; 2025Q4: 7,265 shares 7,265 $704K 0.02% -21 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,393 shares; 2024Q4: 5,144 shares; 2025Q1: 5,565 shares; 2025Q2: 4,936 shares; 2025Q3: 5,144 shares; 2025Q4: 5,830 shares 5,830 $683K 0.02% +686 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 553 shares; 2025Q1: 590 shares; 2025Q2: 697 shares; 2025Q3: 705 shares; 2025Q4: 7,232 shares 7,232 $678K 0.02% +6,527 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,312 shares; 2024Q4: 1,946 shares; 2025Q1: 1,909 shares; 2025Q2: 2,349 shares; 2025Q3: 2,325 shares; 2025Q4: 2,336 shares 2,336 $678K 0.02% +11 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,037 shares; 2024Q4: 6,037 shares; 2025Q1: 6,037 shares; 2025Q2: 6,037 shares; 2025Q3: 6,037 shares; 2025Q4: 5,947 shares 5,947 $676K 0.02% -90 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,348 shares; 2024Q4: 2,338 shares; 2025Q1: 2,278 shares; 2025Q2: 1,590 shares; 2025Q3: 1,574 shares; 2025Q4: 1,593 shares 1,593 $672K 0.02% +19 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,599 shares; 2024Q4: 7,172 shares; 2025Q1: 7,172 shares; 2025Q2: 7,172 shares; 2025Q3: 6,777 shares; 2025Q4: 6,108 shares 6,108 $671K 0.02% -669 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,030 shares; 2024Q4: 3,896 shares; 2025Q1: 3,881 shares; 2025Q2: 4,167 shares; 2025Q3: 3,211 shares; 2025Q4: 3,512 shares 3,512 $671K 0.02% +301 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 3,252 shares; 2025Q1: 3,265 shares; 2025Q2: 2,989 shares; 2025Q3: 2,835 shares; 2025Q4: 3,140 shares 3,140 $665K 0.02% +305 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,026 shares; 2025Q4: 10,026 shares 10,026 $652K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,733 shares; 2024Q4: 6,705 shares; 2025Q1: 7,251 shares; 2025Q2: 7,199 shares; 2025Q3: 7,212 shares; 2025Q4: 7,390 shares 7,390 $647K 0.02% +178 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,028 shares; 2025Q4: 13,028 shares 13,028 $644K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,022 shares; 2025Q1: not reported; 2025Q2: 3,143 shares; 2025Q3: 8,424 shares; 2025Q4: 8,424 shares 8,424 $636K 0.02% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,702 shares; 2024Q4: 3,702 shares; 2025Q1: 3,702 shares; 2025Q2: 3,702 shares; 2025Q3: 3,702 shares; 2025Q4: 3,397 shares 3,397 $627K 0.02% -305 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,161 shares; 2024Q4: 5,187 shares; 2025Q1: 4,895 shares; 2025Q2: 4,927 shares; 2025Q3: 4,945 shares; 2025Q4: 5,061 shares 5,061 $621K 0.02% +116 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 618 shares; 2025Q4: 612 shares 612 $618K 0.02% -6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 1,607 shares; 2025Q1: 1,588 shares; 2025Q2: 1,589 shares; 2025Q3: 1,731 shares; 2025Q4: 1,741 shares 1,741 $610K 0.02% +10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,003 shares; 2024Q4: 34,003 shares; 2025Q1: 30,297 shares; 2025Q2: 28,207 shares; 2025Q3: 27,703 shares; 2025Q4: 27,203 shares 27,203 $607K 0.02% -500 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,835 shares 2,835 $593K 0.02% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,656 shares; 2024Q4: 6,656 shares; 2025Q1: 5,684 shares; 2025Q2: 4,184 shares; 2025Q3: 4,184 shares; 2025Q4: 4,184 shares 4,184 $590K 0.02% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,200 shares; 2025Q4: 7,176 shares 7,176 $582K 0.02% +3,976 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,054 shares; 2024Q4: 106,434 shares; 2025Q1: 116,533 shares; 2025Q2: 121,639 shares; 2025Q3: 15,053 shares; 2025Q4: 11,295 shares 11,295 $575K 0.02% -3,758 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,313 shares; 2024Q4: 5,449 shares; 2025Q1: 5,564 shares; 2025Q2: 5,434 shares; 2025Q3: 5,966 shares; 2025Q4: 5,690 shares 5,690 $574K 0.02% -276 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 807 shares; 2025Q1: 812 shares; 2025Q2: 977 shares; 2025Q3: 1,009 shares; 2025Q4: 1,006 shares 1,006 $574K 0.02% -3 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,272 shares; 2025Q2: 3,814 shares; 2025Q3: 3,801 shares; 2025Q4: 3,785 shares 3,785 $573K 0.02% -16 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,060 shares; 2024Q4: 4,060 shares; 2025Q1: 4,064 shares; 2025Q2: 4,066 shares; 2025Q3: 4,062 shares; 2025Q4: 4,353 shares 4,353 $562K 0.01% +291 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,235 shares; 2024Q4: 13,792 shares; 2025Q1: 14,522 shares; 2025Q2: 14,251 shares; 2025Q3: 14,516 shares; 2025Q4: 16,124 shares 16,124 $560K 0.01% +1,608 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,791 shares; 2024Q4: 2,617 shares; 2025Q1: 2,466 shares; 2025Q2: 2,579 shares; 2025Q3: 2,224 shares; 2025Q4: 2,193 shares 2,193 $549K 0.01% -31 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605 shares; 2024Q4: 491 shares; 2025Q1: 538 shares; 2025Q2: 480 shares; 2025Q3: 610 shares; 2025Q4: 615 shares 615 $541K 0.01% +5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,335 shares; 2024Q4: 4,325 shares; 2025Q1: 3,824 shares; 2025Q2: 3,456 shares; 2025Q3: 3,183 shares; 2025Q4: 3,855 shares 3,855 $539K 0.01% +672 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,058 shares; 2024Q4: 8,601 shares; 2025Q1: 9,571 shares; 2025Q2: 8,709 shares; 2025Q3: 11,533 shares; 2025Q4: 11,253 shares 11,253 $538K 0.01% -280 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,842 shares; 2024Q4: 6,623 shares; 2025Q1: 6,390 shares; 2025Q2: 6,111 shares; 2025Q3: 3,455 shares; 2025Q4: 4,086 shares 4,086 $527K 0.01% +631 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,138 shares; 2024Q4: 12,532 shares; 2025Q1: 10,799 shares; 2025Q2: 10,011 shares; 2025Q3: 9,822 shares; 2025Q4: 9,957 shares 9,957 $526K 0.01% +135 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,852 shares; 2024Q4: 2,965 shares; 2025Q1: 2,984 shares; 2025Q2: 2,935 shares; 2025Q3: 2,996 shares; 2025Q4: 3,208 shares 3,208 $520K 0.01% +212 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,129 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,546 shares; 2025Q4: 3,469 shares 3,469 $516K 0.01% -77 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,852 shares; 2024Q4: 9,266 shares; 2025Q1: 8,542 shares; 2025Q2: 6,677 shares; 2025Q3: 6,465 shares; 2025Q4: 6,484 shares 6,484 $515K 0.01% +19 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,177 shares; 2024Q4: 7,074 shares; 2025Q1: 6,229 shares; 2025Q2: 5,141 shares; 2025Q3: 6,341 shares; 2025Q4: 10,980 shares 10,980 $511K 0.01% +4,639 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,888 shares; 2024Q4: 3,795 shares; 2025Q1: 4,159 shares; 2025Q2: 4,122 shares; 2025Q3: 3,973 shares; 2025Q4: 3,979 shares 3,979 $508K 0.01% +6 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,646 shares; 2024Q4: 7,539 shares; 2025Q1: 8,454 shares; 2025Q2: 8,610 shares; 2025Q3: 10,605 shares; 2025Q4: 10,262 shares 10,262 $503K 0.01% -343 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,277 shares; 2025Q1: 1,332 shares; 2025Q2: 1,768 shares; 2025Q3: 1,663 shares; 2025Q4: 1,706 shares 1,706 $495K 0.01% +43 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,215 shares; 2024Q4: 3,582 shares; 2025Q1: 3,527 shares; 2025Q2: 4,088 shares; 2025Q3: 3,006 shares; 2025Q4: 2,451 shares 2,451 $487K 0.01% -555 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,941 shares; 2024Q4: 102,890 shares; 2025Q1: 105,539 shares; 2025Q2: 105,670 shares; 2025Q3: 123,364 shares; 2025Q4: 7,246 shares 7,246 $487K 0.01% -116,118 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,723 shares; 2025Q1: 3,723 shares; 2025Q2: 4,011 shares; 2025Q3: 4,429 shares; 2025Q4: 4,429 shares 4,429 $474K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,027 shares; 2024Q4: 2,425 shares; 2025Q1: 2,425 shares; 2025Q2: 2,416 shares; 2025Q3: 2,416 shares; 2025Q4: 2,201 shares 2,201 $467K 0.01% -215 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,199 shares; 2024Q4: 8,259 shares; 2025Q1: 8,360 shares; 2025Q2: 8,259 shares; 2025Q3: 9,993 shares; 2025Q4: 9,954 shares 9,954 $466K 0.01% -39 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,586 shares; 2025Q3: 1,586 shares; 2025Q4: 1,684 shares 1,684 $464K 0.01% +98 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,282 shares; 2025Q1: 2,282 shares; 2025Q2: 2,089 shares; 2025Q3: 2,049 shares; 2025Q4: 2,049 shares 2,049 $462K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,410 shares; 2024Q4: not reported; 2025Q1: 3,375 shares; 2025Q2: 5,127 shares; 2025Q3: 5,989 shares; 2025Q4: 6,795 shares 6,795 $455K 0.01% +806 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,349 shares; 2024Q4: 5,209 shares; 2025Q1: 5,120 shares; 2025Q2: 5,090 shares; 2025Q3: 5,090 shares; 2025Q4: 5,060 shares 5,060 $455K 0.01% -30 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,015 shares; 2024Q4: 5,015 shares; 2025Q1: 5,015 shares; 2025Q2: 4,970 shares; 2025Q3: 4,935 shares; 2025Q4: 6,082 shares 6,082 $451K 0.01% +1,147 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,365 shares; 2024Q4: 1,196 shares; 2025Q1: 1,161 shares; 2025Q2: 1,131 shares; 2025Q3: 1,110 shares; 2025Q4: 1,309 shares 1,309 $451K 0.01% +199 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,882 shares; 2024Q4: 11,516 shares; 2025Q1: 11,465 shares; 2025Q2: 13,041 shares; 2025Q3: 13,518 shares; 2025Q4: 15,034 shares 15,034 $449K 0.01% +1,516 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,954 shares; 2024Q4: 31,419 shares; 2025Q1: 30,106 shares; 2025Q2: 34,439 shares; 2025Q3: 35,540 shares; 2025Q4: 33,860 shares 33,860 $444K 0.01% -1,680 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,287 shares; 2024Q4: 5,692 shares; 2025Q1: 5,719 shares; 2025Q2: 5,687 shares; 2025Q3: 6,636 shares; 2025Q4: 6,636 shares 6,636 $431K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,506 shares; 2024Q4: 2,147 shares; 2025Q1: 1,964 shares; 2025Q2: 1,618 shares; 2025Q3: 1,271 shares; 2025Q4: 1,267 shares 1,267 $416K 0.01% -4 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 3,221 shares; 2025Q1: 3,286 shares; 2025Q2: 3,143 shares; 2025Q3: 4,331 shares; 2025Q4: 4,685 shares 4,685 $414K 0.01% +354 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,483 shares; 2024Q4: 1,432 shares; 2025Q1: 1,077 shares; 2025Q2: 1,615 shares; 2025Q3: 1,592 shares; 2025Q4: 1,597 shares 1,597 $412K 0.01% +5 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,606 shares 3,606 $411K 0.01% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 1,886 shares; 2025Q1: 1,820 shares; 2025Q2: 1,604 shares; 2025Q3: 1,462 shares; 2025Q4: 1,573 shares 1,573 $408K 0.01% +111 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,256 shares; 2024Q4: 14,467 shares; 2025Q1: 14,621 shares; 2025Q2: 14,187 shares; 2025Q3: 14,584 shares; 2025Q4: 14,100 shares 14,100 $406K 0.01% -484 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,432 shares; 2024Q4: 3,817 shares; 2025Q1: 3,817 shares; 2025Q2: 2,897 shares; 2025Q3: 2,848 shares; 2025Q4: 2,848 shares 2,848 $402K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,713 shares; 2025Q1: 1,773 shares; 2025Q2: 1,754 shares; 2025Q3: 1,711 shares; 2025Q4: 1,849 shares 1,849 $401K 0.01% +138 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 556 shares; 2025Q1: 583 shares; 2025Q2: 583 shares; 2025Q3: 580 shares; 2025Q4: 604 shares 604 $400K 0.01% +24 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,340 shares; 2025Q1: 1,406 shares; 2025Q2: 1,414 shares; 2025Q3: 1,487 shares; 2025Q4: 1,507 shares 1,507 $399K 0.01% +20 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,449 shares; 2025Q1: 1,451 shares; 2025Q2: 1,387 shares; 2025Q3: 1,357 shares; 2025Q4: 1,225 shares 1,225 $397K 0.01% -132 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735 shares; 2024Q4: 739 shares; 2025Q1: 808 shares; 2025Q2: 765 shares; 2025Q3: 762 shares; 2025Q4: 754 shares 754 $394K 0.01% -8 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,134 shares; 2024Q4: 7,160 shares; 2025Q1: 6,662 shares; 2025Q2: 6,419 shares; 2025Q3: 6,803 shares; 2025Q4: 6,563 shares 6,563 $385K 0.01% -240 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,453 shares; 2024Q4: 4,453 shares; 2025Q1: 4,453 shares; 2025Q2: 4,412 shares; 2025Q3: 4,412 shares; 2025Q4: 6,446 shares 6,446 $384K 0.01% +2,034 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,272 shares; 2025Q1: 1,272 shares; 2025Q2: 1,272 shares; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares 1,272 $383K 0.01% 0 Timeline SURE ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $382K 0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 785 shares; 2025Q1: 834 shares; 2025Q2: 803 shares; 2025Q3: 868 shares; 2025Q4: 772 shares 772 $379K 0.01% -96 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,293 shares; 2024Q4: 8,293 shares; 2025Q1: 8,293 shares; 2025Q2: 8,293 shares; 2025Q3: 8,293 shares; 2025Q4: 8,293 shares 8,293 $378K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,006 shares; 2024Q4: 3,006 shares; 2025Q1: 3,006 shares; 2025Q2: 3,006 shares; 2025Q3: 3,006 shares; 2025Q4: 3,006 shares 3,006 $376K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares 4,500 $375K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,332 shares; 2025Q3: 7,332 shares; 2025Q4: 7,332 shares 7,332 $370K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,462 shares; 2024Q4: 3,128 shares; 2025Q1: 3,194 shares; 2025Q2: 3,209 shares; 2025Q3: 3,518 shares; 2025Q4: 3,855 shares 3,855 $368K 0.01% +337 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,609 shares; 2025Q3: 1,596 shares; 2025Q4: 1,774 shares 1,774 $365K 0.01% +178 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,115 shares 3,115 $362K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,984 shares; 2024Q4: 11,973 shares; 2025Q1: 11,973 shares; 2025Q2: 11,973 shares; 2025Q3: 11,973 shares; 2025Q4: 11,952 shares 11,952 $359K 0.01% -21 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,588 shares 1,588 $357K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,951 shares; 2024Q4: 4,264 shares; 2025Q1: 4,027 shares; 2025Q2: 3,849 shares; 2025Q3: 3,799 shares; 2025Q4: 4,053 shares 4,053 $354K 0.01% +254 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 1,885 shares; 2025Q1: 1,772 shares; 2025Q2: 1,708 shares; 2025Q3: 1,641 shares; 2025Q4: 2,437 shares 2,437 $351K 0.01% +796 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 820 shares; 2025Q1: 833 shares; 2025Q2: 964 shares; 2025Q3: 1,056 shares; 2025Q4: 1,118 shares 1,118 $349K 0.01% +62 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $349K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,856 shares; 2024Q4: 2,850 shares; 2025Q1: 3,083 shares; 2025Q2: 2,889 shares; 2025Q3: 2,780 shares; 2025Q4: 2,509 shares 2,509 $346K 0.01% -271 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,893 shares; 2024Q4: 5,679 shares; 2025Q1: 5,679 shares; 2025Q2: 5,679 shares; 2025Q3: 5,679 shares; 2025Q4: 5,016 shares 5,016 $339K 0.01% -663 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,584 shares; 2024Q4: 2,584 shares; 2025Q1: 2,584 shares; 2025Q2: 2,584 shares; 2025Q3: 2,584 shares; 2025Q4: 2,559 shares 2,559 $339K 0.01% -25 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 934 shares; 2025Q1: 919 shares; 2025Q2: 846 shares; 2025Q3: 871 shares; 2025Q4: 870 shares 870 $339K 0.01% -1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,987 shares; 2024Q4: 2,833 shares; 2025Q1: 3,029 shares; 2025Q2: 2,148 shares; 2025Q3: 1,985 shares; 2025Q4: 1,985 shares 1,985 $338K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 704 shares; 2025Q1: 772 shares; 2025Q2: 773 shares; 2025Q3: 782 shares; 2025Q4: 880 shares 880 $337K 0.01% +98 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,636 shares; 2025Q1: 2,636 shares; 2025Q2: 2,549 shares; 2025Q3: 2,564 shares; 2025Q4: 2,549 shares 2,549 $335K 0.01% -15 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,278 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,589 shares 1,589 $332K 0.01% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 2,372 shares; 2025Q1: 2,372 shares; 2025Q2: 2,372 shares; 2025Q3: 2,372 shares; 2025Q4: 2,372 shares 2,372 $325K 0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,089 shares; 2024Q4: 5,812 shares; 2025Q1: 5,886 shares; 2025Q2: 2,940 shares; 2025Q3: 1,873 shares; 2025Q4: 2,096 shares 2,096 $322K 0.01% +223 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 777 shares; 2025Q4: 777 shares 777 $321K 0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,597 shares; 2025Q1: 3,597 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $320K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,003 shares; 2024Q4: 4,766 shares; 2025Q1: 4,582 shares; 2025Q2: 4,601 shares; 2025Q3: 5,008 shares; 2025Q4: 5,008 shares 5,008 $319K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,055 shares; 2024Q4: 12,055 shares; 2025Q1: 11,105 shares; 2025Q2: 12,292 shares; 2025Q3: 6,792 shares; 2025Q4: 6,792 shares 6,792 $319K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,781 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,778 shares; 2025Q4: 2,812 shares 2,812 $317K 0.01% +34 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,960 shares; 2025Q1: 1,997 shares; 2025Q2: 1,843 shares; 2025Q3: 2,407 shares; 2025Q4: 2,398 shares 2,398 $313K 0.01% -9 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 787 shares; 2025Q1: 785 shares; 2025Q2: 785 shares; 2025Q3: 789 shares; 2025Q4: 789 shares 789 $307K 0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 2,565 shares; 2025Q1: 2,565 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 2,565 shares 2,565 $306K 0.01% -25 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,223 shares; 2024Q4: 4,157 shares; 2025Q1: 2,906 shares; 2025Q2: 3,639 shares; 2025Q3: 3,574 shares; 2025Q4: 3,445 shares 3,445 $305K 0.01% -129 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,002 shares 1,002 $304K 0.01% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares 1,200 $301K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,800 shares; 2025Q1: 16,081 shares; 2025Q2: 16,179 shares; 2025Q3: 16,179 shares; 2025Q4: 12,390 shares 12,390 $298K 0.01% -3,789 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 3,825 shares; 2025Q1: 3,825 shares; 2025Q2: 3,825 shares; 2025Q3: 3,825 shares; 2025Q4: 3,825 shares 3,825 $297K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 3,132 shares; 2025Q1: 3,132 shares; 2025Q2: 3,132 shares; 2025Q3: 3,132 shares; 2025Q4: 3,132 shares 3,132 $291K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,427 shares; 2025Q2: 2,422 shares; 2025Q3: 2,501 shares; 2025Q4: 2,730 shares 2,730 $288K 0.01% +229 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549 shares; 2024Q4: 557 shares; 2025Q1: 564 shares; 2025Q2: 554 shares; 2025Q3: 557 shares; 2025Q4: 563 shares 563 $288K 0.01% +6 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,379 shares; 2025Q3: 1,379 shares; 2025Q4: 1,379 shares 1,379 $283K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: not reported; 2025Q1: 1,307 shares; 2025Q2: 995 shares; 2025Q3: 1,406 shares; 2025Q4: 1,599 shares 1,599 $281K 0.01% +193 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,750 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares 4,300 $275K 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 136 shares; 2025Q4: 136 shares 136 $274K 0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,145 shares; 2024Q4: 5,145 shares; 2025Q1: 4,981 shares; 2025Q2: 4,981 shares; 2025Q3: 4,981 shares; 2025Q4: 4,981 shares 4,981 $269K 0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,782 shares 2,782 $262K 0.01% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 8,269 shares; 2025Q1: 7,770 shares; 2025Q2: 7,770 shares; 2025Q3: 7,845 shares; 2025Q4: 9,552 shares 9,552 $262K 0.01% +1,707 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,990 shares 2,990 $258K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,075 shares; 2024Q4: 3,075 shares; 2025Q1: 3,065 shares; 2025Q2: 3,065 shares; 2025Q3: 3,065 shares; 2025Q4: 3,065 shares 3,065 $258K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,090 shares; 2025Q1: 3,385 shares; 2025Q2: 3,342 shares; 2025Q3: 3,301 shares; 2025Q4: 3,254 shares 3,254 $257K 0.01% -47 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,919 shares; 2025Q1: 2,912 shares; 2025Q2: 2,907 shares; 2025Q3: 2,904 shares; 2025Q4: 2,904 shares 2,904 $256K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,263 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,334 shares; 2025Q4: 2,287 shares 2,287 $256K 0.01% -47 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 1,395 shares; 2025Q1: 1,395 shares; 2025Q2: 1,395 shares; 2025Q3: 1,395 shares; 2025Q4: 1,395 shares 1,395 $255K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,264 shares; 2024Q4: 6,151 shares; 2025Q1: 5,951 shares; 2025Q2: 4,872 shares; 2025Q3: 4,579 shares; 2025Q4: 4,350 shares 4,350 $254K 0.01% -229 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,921 shares; 2025Q4: 1,921 shares 1,921 $252K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,266 shares; 2025Q1: 1,319 shares; 2025Q2: 1,185 shares; 2025Q3: 1,205 shares; 2025Q4: 1,346 shares 1,346 $250K 0.01% +141 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,924 shares; 2025Q4: 2,853 shares 2,853 $249K 0.01% -71 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 390 shares; 2025Q3: not reported; 2025Q4: 436 shares 436 $247K 0.01% new Timeline FMBH FIRST MID BANCSHARES INC More: the full row for FIRST MID BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,303 shares 6,303 $246K 0.01% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,273 shares; 2025Q2: 4,013 shares; 2025Q3: 4,003 shares; 2025Q4: 4,062 shares 4,062 $244K 0.01% +59 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,916 shares 10,916 $244K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,431 shares; 2024Q4: 3,431 shares; 2025Q1: 3,431 shares; 2025Q2: 3,431 shares; 2025Q3: 3,431 shares; 2025Q4: 3,499 shares 3,499 $244K 0.01% +68 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares 2,560 $243K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,353 shares; 2024Q4: 50,353 shares; 2025Q1: 50,353 shares; 2025Q2: 50,353 shares; 2025Q3: 4,853 shares; 2025Q4: 4,853 shares 4,853 $242K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,079 shares; 2025Q2: 5,039 shares; 2025Q3: 5,054 shares; 2025Q4: 5,054 shares 5,054 $241K 0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,703 shares 1,703 $241K 0.01% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 703 shares; 2025Q3: not reported; 2025Q4: 988 shares 988 $240K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,929 shares; 2024Q4: 17,929 shares; 2025Q1: 17,929 shares; 2025Q2: 17,929 shares; 2025Q3: 17,929 shares; 2025Q4: 17,929 shares 17,929 $239K 0.01% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 2,180 shares; 2025Q1: 1,854 shares; 2025Q2: 1,748 shares; 2025Q3: 1,548 shares; 2025Q4: 1,532 shares 1,532 $236K 0.01% -16 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,555 shares; 2024Q4: 3,720 shares; 2025Q1: 3,757 shares; 2025Q2: 3,067 shares; 2025Q3: 3,035 shares; 2025Q4: 2,974 shares 2,974 $236K 0.01% -61 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42 shares; 2025Q3: 44 shares; 2025Q4: 44 shares 44 $236K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,190 shares; 2025Q4: 2,190 shares 2,190 $231K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,023 shares; 2025Q4: 1,017 shares 1,017 $231K 0.01% -6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,805 shares; 2025Q3: 2,805 shares; 2025Q4: 2,805 shares 2,805 $225K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,730 shares 2,730 $222K 0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 571 shares; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 562 shares; 2025Q3: 557 shares; 2025Q4: 469 shares 469 $220K 0.01% -88 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 1,192 shares; 2025Q1: 1,215 shares; 2025Q2: 1,196 shares; 2025Q3: 1,186 shares; 2025Q4: 1,170 shares 1,170 $220K 0.01% -16 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,523 shares 1,523 $219K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,272 shares; 2025Q4: 1,262 shares 1,262 $218K 0.01% -10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,033 shares; 2025Q4: 2,033 shares 2,033 $217K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,437 shares 4,437 $216K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 1,213 shares; 2025Q1: 1,249 shares; 2025Q2: 1,184 shares; 2025Q3: 1,171 shares; 2025Q4: 1,171 shares 1,171 $215K 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 793 shares 793 $215K 0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 290 shares; 2025Q4: 317 shares 317 $214K 0.01% +27 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,166 shares; 2024Q4: 2,166 shares; 2025Q1: 2,166 shares; 2025Q2: 2,197 shares; 2025Q3: 2,247 shares; 2025Q4: 2,214 shares 2,214 $213K 0.01% -33 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,502 shares; 2024Q4: 2,040 shares; 2025Q1: 2,130 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,139 shares 2,139 $212K 0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,816 shares 12,816 $211K 0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,346 shares; 2025Q2: not reported; 2025Q3: 5,654 shares; 2025Q4: 6,005 shares 6,005 $210K 0.01% +351 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,203 shares 4,203 $210K 0.01% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,567 shares; 2025Q1: 1,501 shares; 2025Q2: 1,501 shares; 2025Q3: 1,501 shares; 2025Q4: 1,501 shares 1,501 $209K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 666 shares 666 $207K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,689 shares; 2024Q4: not reported; 2025Q1: 3,830 shares; 2025Q2: 3,717 shares; 2025Q3: 3,717 shares; 2025Q4: 3,658 shares 3,658 $206K 0.01% -59 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares 2,000 $205K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 875 shares; 2025Q1: 814 shares; 2025Q2: 743 shares; 2025Q3: 823 shares; 2025Q4: 823 shares 823 $203K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,514 shares; 2024Q4: 3,503 shares; 2025Q1: 3,566 shares; 2025Q2: 3,237 shares; 2025Q3: 3,082 shares; 2025Q4: 2,456 shares 2,456 $201K 0.01% -626 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,794 shares 3,794 $200K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,755 shares; 2024Q4: 21,755 shares; 2025Q1: 21,755 shares; 2025Q2: 21,755 shares; 2025Q3: 21,755 shares; 2025Q4: 21,755 shares 21,755 $197K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,942 shares; 2025Q1: 14,967 shares; 2025Q2: 14,967 shares; 2025Q3: 15,154 shares; 2025Q4: 15,154 shares 15,154 $192K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,657 shares; 2025Q3: 15,901 shares; 2025Q4: 14,657 shares 14,657 $191K 0.01% -1,244 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,770 shares; 2024Q4: 13,757 shares; 2025Q1: 13,456 shares; 2025Q2: 13,118 shares; 2025Q3: 13,451 shares; 2025Q4: 13,130 shares 13,130 $163K <0.01% -321 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,069 shares; 2025Q4: 11,118 shares 11,118 $140K <0.01% -5,951 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,645 shares 12,645 $128K <0.01% new Timeline NMAX NEWSMAX INC More: the full row for NEWSMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,602 shares; 2025Q3: 13,602 shares; 2025Q4: 14,978 shares 14,978 $116K <0.01% +1,376 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,350 shares; 2025Q4: 11,350 shares 11,350 $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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,113 shares; 2025Q3: 11,113 shares; 2025Q4: 11,113 shares 11,113 $102K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,347 shares; 2025Q3: 12,347 shares; 2025Q4: 11,347 shares 11,347 $56.7K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $40.6K <0.01% 0 Timeline LAB STANDARD BIOTOOLS INC More: the full row for STANDARD BIOTOOLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,594 shares 15,594 $20K <0.01% new Timeline