VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093,878 shares; 2024Q4: 1,084,468 shares; 2025Q1: 1,044,347 shares; 2025Q2: 1,048,931 shares; 2025Q3: 1,049,246 shares 1,049,246 $323M 13.95% +315 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,612,759 shares; 2024Q4: 1,624,275 shares; 2025Q1: 1,583,834 shares; 2025Q2: 1,596,618 shares; 2025Q3: 1,630,984 shares 1,630,984 $164M 7.06% +34,366 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268,138 shares; 2024Q4: 1,286,013 shares; 2025Q1: 1,256,999 shares; 2025Q2: 1,268,305 shares; 2025Q3: 1,281,451 shares 1,281,451 $103M 4.44% +13,146 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,396,545 shares; 2024Q4: 1,479,320 shares; 2025Q1: 1,658,409 shares; 2025Q2: 1,813,687 shares; 2025Q3: 1,950,581 shares 1,950,581 $83.5M 3.6% +136,894 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,431 shares; 2024Q4: 236,267 shares; 2025Q1: 231,116 shares; 2025Q2: 237,208 shares; 2025Q3: 239,167 shares 239,167 $70.3M 3.03% +1,959 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187,094 shares; 2024Q4: 1,197,997 shares; 2025Q1: 1,276,388 shares; 2025Q2: 1,312,504 shares; 2025Q3: 1,341,064 shares 1,341,064 $67.8M 2.93% +28,560 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764,412 shares; 2024Q4: 779,952 shares; 2025Q1: 701,847 shares; 2025Q2: 714,115 shares; 2025Q3: 733,030 shares 733,030 $67.3M 2.9% +18,915 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022,597 shares; 2024Q4: 1,034,938 shares; 2025Q1: 947,542 shares; 2025Q2: 924,226 shares; 2025Q3: 832,256 shares 832,256 $60.6M 2.62% -91,970 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715,827 shares; 2024Q4: 722,809 shares; 2025Q1: 706,488 shares; 2025Q2: 712,370 shares; 2025Q3: 726,560 shares 726,560 $56.9M 2.46% +14,190 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 902,496 shares; 2024Q4: 929,344 shares; 2025Q1: 930,964 shares; 2025Q2: 995,264 shares; 2025Q3: 957,981 shares 957,981 $55.1M 2.38% -37,283 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661,581 shares; 2024Q4: 671,473 shares; 2025Q1: 684,409 shares; 2025Q2: 776,230 shares; 2025Q3: 835,785 shares 835,785 $54.5M 2.36% +59,555 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340,696 shares; 2024Q4: 347,703 shares; 2025Q1: 347,578 shares; 2025Q2: 360,983 shares; 2025Q3: 332,723 shares 332,723 $51.7M 2.23% -28,260 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,103 shares; 2024Q4: 582,235 shares; 2025Q1: 613,671 shares; 2025Q2: 657,869 shares; 2025Q3: 674,230 shares 674,230 $51.2M 2.21% +16,361 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,112,008 shares 1,112,008 $46.5M 2.01% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,579 shares; 2024Q4: 333,948 shares; 2025Q1: 338,486 shares; 2025Q2: 346,981 shares; 2025Q3: 381,909 shares 381,909 $45.4M 1.96% +34,928 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,479 shares; 2024Q4: 149,389 shares; 2025Q1: 137,337 shares; 2025Q2: 185,477 shares; 2025Q3: 177,531 shares 177,531 $45.2M 1.95% -7,946 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643,691 shares; 2024Q4: 673,415 shares; 2025Q1: 721,996 shares; 2025Q2: 777,148 shares; 2025Q3: 948,966 shares 948,966 $45.2M 1.95% +171,818 Timeline PBUS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,272 shares; 2024Q4: 428,705 shares; 2025Q1: 445,597 shares; 2025Q2: 540,917 shares; 2025Q3: 633,908 shares 633,908 $42.5M 1.84% +92,991 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619,068 shares; 2024Q4: 668,072 shares; 2025Q1: 724,143 shares; 2025Q2: 804,106 shares; 2025Q3: 833,386 shares 833,386 $41.9M 1.81% +29,280 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687,133 shares; 2024Q4: 692,636 shares; 2025Q1: 680,953 shares; 2025Q2: 688,033 shares; 2025Q3: 690,207 shares 690,207 $37.4M 1.62% +2,174 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,763 shares; 2024Q4: 175,750 shares; 2025Q1: 206,316 shares; 2025Q2: 214,550 shares; 2025Q3: 196,281 shares 196,281 $36.6M 1.58% -18,269 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904,458 shares; 2024Q4: 913,257 shares; 2025Q1: 886,460 shares; 2025Q2: 879,733 shares; 2025Q3: 907,040 shares 907,040 $34.3M 1.48% +27,307 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,269 shares; 2024Q4: 89,061 shares; 2025Q1: 97,635 shares; 2025Q2: 115,879 shares; 2025Q3: 124,256 shares 124,256 $31.6M 1.36% +8,377 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,934 shares; 2024Q4: 56,912 shares; 2025Q1: 56,498 shares; 2025Q2: 58,716 shares; 2025Q3: 59,136 shares 59,136 $30.6M 1.32% +420 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493,552 shares; 2024Q4: 500,486 shares; 2025Q1: 532,584 shares; 2025Q2: 558,897 shares; 2025Q3: 579,633 shares 579,633 $29.4M 1.27% +20,736 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,707 shares; 2024Q4: 476,122 shares; 2025Q1: 539,487 shares; 2025Q2: 597,221 shares; 2025Q3: 621,969 shares 621,969 $29.1M 1.26% +24,748 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,541 shares; 2024Q4: 317,439 shares; 2025Q1: 304,159 shares; 2025Q2: 299,078 shares; 2025Q3: 294,521 shares 294,521 $21.9M 0.95% -4,557 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,041 shares; 2024Q4: 74,238 shares; 2025Q1: 81,500 shares; 2025Q2: 91,786 shares; 2025Q3: 95,870 shares 95,870 $21.1M 0.91% +4,084 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704,355 shares; 2024Q4: 713,153 shares; 2025Q1: 707,807 shares; 2025Q2: 738,615 shares; 2025Q3: 751,791 shares 751,791 $20.8M 0.9% +13,176 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,520 shares; 2024Q4: 178,738 shares; 2025Q1: 170,715 shares; 2025Q2: 180,272 shares; 2025Q3: 176,973 shares 176,973 $18.8M 0.81% -3,299 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,139 shares; 2024Q4: 479,977 shares; 2025Q1: 580,500 shares; 2025Q2: 481,391 shares; 2025Q3: 452,850 shares 452,850 $16.2M 0.7% -28,541 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,702 shares; 2024Q4: 518,235 shares; 2025Q1: 497,647 shares; 2025Q2: 447,152 shares; 2025Q3: 591,857 shares 591,857 $14.8M 0.64% +144,705 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,258 shares; 2024Q4: 52,582 shares; 2025Q1: 53,917 shares; 2025Q2: 57,855 shares; 2025Q3: 59,437 shares 59,437 $14.4M 0.62% +1,582 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,906 shares; 2024Q4: 510,214 shares; 2025Q1: 509,364 shares; 2025Q2: 509,754 shares; 2025Q3: 515,366 shares 515,366 $14.1M 0.61% +5,612 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,353 shares; 2024Q4: 123,668 shares; 2025Q1: 147,072 shares; 2025Q2: 230,052 shares; 2025Q3: 247,108 shares 247,108 $12.6M 0.54% +17,056 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119,903 shares; 2025Q3: 122,290 shares 122,290 $11.1M 0.48% +2,387 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,911 shares; 2024Q4: 102,702 shares; 2025Q1: 108,511 shares; 2025Q2: 138,914 shares; 2025Q3: 179,199 shares 179,199 $10.7M 0.46% +40,285 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,402 shares; 2024Q4: 39,559 shares; 2025Q1: 34,743 shares; 2025Q2: 32,582 shares; 2025Q3: 33,089 shares 33,089 $10.4M 0.45% +507 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,685 shares; 2024Q4: 13,275 shares; 2025Q1: 13,173 shares; 2025Q2: 12,612 shares; 2025Q3: 14,030 shares 14,030 $10.3M 0.45% +1,418 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,691 shares; 2024Q4: 20,809 shares; 2025Q1: 19,068 shares; 2025Q2: 19,751 shares; 2025Q3: 23,604 shares 23,604 $9.56M 0.41% +3,853 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,456 shares; 2024Q4: 17,751 shares; 2025Q1: 17,761 shares; 2025Q2: 17,901 shares; 2025Q3: 18,628 shares 18,628 $9.37M 0.4% +727 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,132 shares; 2024Q4: 11,296 shares; 2025Q1: 28,294 shares; 2025Q2: 29,587 shares; 2025Q3: 26,639 shares 26,639 $8.79M 0.38% -2,948 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,646 shares; 2024Q4: 17,718 shares; 2025Q1: 18,577 shares; 2025Q2: 19,917 shares; 2025Q3: 18,879 shares 18,879 $8.4M 0.36% -1,038 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,092 shares; 2024Q4: 79,134 shares; 2025Q1: 68,138 shares; 2025Q2: 67,574 shares; 2025Q3: 69,981 shares 69,981 $7.21M 0.31% +2,407 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,819 shares; 2024Q4: 231,071 shares; 2025Q1: 250,648 shares; 2025Q2: 266,531 shares; 2025Q3: 276,608 shares 276,608 $7.16M 0.31% +10,077 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,108 shares; 2024Q4: 8,111 shares; 2025Q1: 7,602 shares; 2025Q2: 8,029 shares; 2025Q3: 8,570 shares 8,570 $6.83M 0.29% +541 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,984 shares; 2024Q4: 61,159 shares; 2025Q1: 60,096 shares; 2025Q2: 54,714 shares; 2025Q3: 57,850 shares 57,850 $6.52M 0.28% +3,136 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,356 shares; 2024Q4: 13,312 shares; 2025Q1: 13,822 shares; 2025Q2: 72,978 shares; 2025Q3: 71,156 shares 71,156 $6.18M 0.27% -1,822 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,703 shares; 2024Q4: 5,532 shares; 2025Q1: 5,086 shares; 2025Q2: 8,324 shares; 2025Q3: 9,236 shares 9,236 $6.15M 0.27% +912 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,814 shares; 2024Q4: 55,185 shares; 2025Q1: 48,801 shares; 2025Q2: 49,255 shares; 2025Q3: 25,231 shares 25,231 $6.14M 0.27% -24,024 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,941 shares; 2024Q4: 62,763 shares; 2025Q1: 74,541 shares; 2025Q2: 96,459 shares; 2025Q3: 117,588 shares 117,588 $5.95M 0.26% +21,129 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,948 shares; 2024Q4: 33,160 shares; 2025Q1: 32,044 shares; 2025Q2: 21,275 shares; 2025Q3: 21,389 shares 21,389 $5.85M 0.25% +114 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,748 shares; 2024Q4: 29,732 shares; 2025Q1: 29,702 shares; 2025Q2: 30,850 shares; 2025Q3: 43,126 shares 43,126 $5.78M 0.25% +12,276 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,607 shares; 2024Q4: 19,455 shares; 2025Q1: 24,667 shares; 2025Q2: 26,854 shares; 2025Q3: 27,572 shares 27,572 $5.65M 0.24% +718 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,453 shares; 2024Q4: 367,387 shares; 2025Q1: 377,529 shares; 2025Q2: 421,086 shares; 2025Q3: 51,650 shares 51,650 $5.54M 0.24% -369,436 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,165 shares; 2024Q4: 298,388 shares; 2025Q1: 286,868 shares; 2025Q2: 280,402 shares; 2025Q3: 283,708 shares 283,708 $5.42M 0.23% +3,306 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,397 shares; 2024Q4: 89,705 shares; 2025Q1: 93,662 shares; 2025Q2: 98,238 shares; 2025Q3: 102,671 shares 102,671 $5.3M 0.23% +4,433 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,986 shares; 2024Q4: 40,795 shares; 2025Q1: 42,630 shares; 2025Q2: 45,203 shares; 2025Q3: 46,228 shares 46,228 $5.29M 0.23% +1,025 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,621 shares; 2024Q4: 30,252 shares; 2025Q1: 26,172 shares; 2025Q2: 26,300 shares; 2025Q3: 27,635 shares 27,635 $5.12M 0.22% +1,335 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,418 shares; 2024Q4: 27,982 shares; 2025Q1: 29,351 shares; 2025Q2: 29,631 shares; 2025Q3: 30,590 shares 30,590 $5.12M 0.22% +959 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,254 shares; 2024Q4: 16,402 shares; 2025Q1: 13,847 shares; 2025Q2: 12,979 shares; 2025Q3: 14,607 shares 14,607 $4.99M 0.22% +1,628 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,656 shares; 2024Q4: 7,638 shares; 2025Q1: 13,320 shares; 2025Q2: 9,871 shares; 2025Q3: 10,387 shares 10,387 $4.96M 0.21% +516 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,235 shares; 2024Q4: 5,766 shares; 2025Q1: 5,918 shares; 2025Q2: 6,115 shares; 2025Q3: 6,430 shares 6,430 $4.91M 0.21% +315 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,126 shares; 2024Q4: 39,079 shares; 2025Q1: 32,866 shares; 2025Q2: 28,425 shares; 2025Q3: 30,938 shares 30,938 $4.75M 0.21% +2,513 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,206 shares; 2024Q4: 4,324 shares; 2025Q1: 4,405 shares; 2025Q2: 4,686 shares; 2025Q3: 5,120 shares 5,120 $4.74M 0.2% +434 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,569 shares; 2024Q4: 64,312 shares; 2025Q1: 64,456 shares; 2025Q2: 65,918 shares; 2025Q3: 69,098 shares 69,098 $4.73M 0.2% +3,180 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,633 shares; 2024Q4: 25,649 shares; 2025Q1: 26,724 shares; 2025Q2: 27,633 shares; 2025Q3: 29,142 shares 29,142 $4.53M 0.2% +1,509 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,679 shares; 2024Q4: 12,001 shares; 2025Q1: 12,705 shares; 2025Q2: 13,966 shares; 2025Q3: 18,071 shares 18,071 $4.46M 0.19% +4,105 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,775 shares; 2024Q4: 8,804 shares; 2025Q1: 7,530 shares; 2025Q2: 7,297 shares; 2025Q3: 7,623 shares 7,623 $4.34M 0.19% +326 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,975 shares; 2024Q4: 18,448 shares; 2025Q1: 19,828 shares; 2025Q2: 19,865 shares; 2025Q3: 18,546 shares 18,546 $4.29M 0.19% -1,319 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 6,075 shares; 2025Q1: 6,612 shares; 2025Q2: 6,514 shares; 2025Q3: 8,584 shares 8,584 $4.16M 0.18% +2,070 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,929 shares; 2024Q4: 8,279 shares; 2025Q1: 7,968 shares; 2025Q2: 7,487 shares; 2025Q3: 8,743 shares 8,743 $4.15M 0.18% +1,256 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,486 shares; 2024Q4: 22,599 shares; 2025Q1: 22,508 shares; 2025Q2: 24,460 shares; 2025Q3: 25,618 shares 25,618 $4.07M 0.18% +1,158 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,120 shares; 2024Q4: 65,532 shares; 2025Q1: 68,385 shares; 2025Q2: 97,627 shares; 2025Q3: 101,747 shares 101,747 $4.03M 0.17% +4,120 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,348 shares; 2024Q4: 44,000 shares; 2025Q1: 35,849 shares; 2025Q2: 36,305 shares; 2025Q3: 30,525 shares 30,525 $4M 0.17% -5,780 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 10,231 shares; 2025Q1: 9,609 shares; 2025Q2: 9,614 shares; 2025Q3: 8,528 shares 8,528 $3.99M 0.17% -1,086 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,273 shares; 2024Q4: 113,406 shares; 2025Q1: 120,601 shares; 2025Q2: 95,607 shares; 2025Q3: 93,259 shares 93,259 $3.91M 0.17% -2,348 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,313 shares; 2024Q4: 47,043 shares; 2025Q1: 40,390 shares; 2025Q2: 39,957 shares; 2025Q3: 37,958 shares 37,958 $3.85M 0.17% -1,999 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,628 shares; 2024Q4: 65,959 shares; 2025Q1: 68,451 shares; 2025Q2: 60,444 shares; 2025Q3: 56,501 shares 56,501 $3.75M 0.16% -3,943 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,595 shares; 2024Q4: 34,242 shares; 2025Q1: 35,911 shares; 2025Q2: 45,815 shares; 2025Q3: 56,386 shares 56,386 $3.72M 0.16% +10,571 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,029 shares; 2024Q4: 26,261 shares; 2025Q1: 24,326 shares; 2025Q2: 25,054 shares; 2025Q3: 26,073 shares 26,073 $3.66M 0.16% +1,019 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,502 shares; 2024Q4: 61,719 shares; 2025Q1: 59,606 shares; 2025Q2: 52,548 shares; 2025Q3: 54,007 shares 54,007 $3.63M 0.16% +1,459 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,793 shares; 2024Q4: 22,128 shares; 2025Q1: 21,178 shares; 2025Q2: 12,551 shares; 2025Q3: 12,611 shares 12,611 $3.55M 0.15% +60 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 6,406 shares; 2025Q1: 6,807 shares; 2025Q2: 7,259 shares; 2025Q3: 7,941 shares 7,941 $3.55M 0.15% +682 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,751 shares; 2024Q4: 7,265 shares; 2025Q1: 7,387 shares; 2025Q2: 6,202 shares; 2025Q3: 5,836 shares 5,836 $3.5M 0.15% -366 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,025 shares; 2024Q4: 10,373 shares; 2025Q1: 12,210 shares; 2025Q2: 12,641 shares; 2025Q3: 14,736 shares 14,736 $3.48M 0.15% +2,095 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,416 shares; 2024Q4: 13,885 shares; 2025Q1: 12,354 shares; 2025Q2: 8,750 shares; 2025Q3: 8,761 shares 8,761 $3.47M 0.15% +11 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,849 shares; 2024Q4: 45,005 shares; 2025Q1: 36,368 shares; 2025Q2: 38,413 shares; 2025Q3: 40,298 shares 40,298 $3.38M 0.15% +1,885 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,725 shares; 2024Q4: 66,141 shares; 2025Q1: 69,008 shares; 2025Q2: 62,814 shares; 2025Q3: 66,805 shares 66,805 $3.34M 0.14% +3,991 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,197 shares; 2024Q4: 149,041 shares; 2025Q1: 164,851 shares; 2025Q2: 157,319 shares; 2025Q3: 172,872 shares 172,872 $3.31M 0.14% +15,553 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,902 shares; 2024Q4: 15,545 shares; 2025Q1: 15,042 shares; 2025Q2: 15,681 shares; 2025Q3: 15,627 shares 15,627 $3.29M 0.14% -54 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,023 shares; 2024Q4: 11,226 shares; 2025Q1: 14,510 shares; 2025Q2: 15,220 shares; 2025Q3: 16,010 shares 16,010 $3.29M 0.14% +790 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,766 shares; 2024Q4: 43,233 shares; 2025Q1: 38,455 shares; 2025Q2: 36,920 shares; 2025Q3: 73,787 shares 73,787 $3.24M 0.14% +36,867 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,881 shares; 2024Q4: 106,447 shares; 2025Q1: 97,046 shares; 2025Q2: 82,846 shares; 2025Q3: 83,908 shares 83,908 $3.2M 0.14% +1,062 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,719 shares; 2024Q4: 78,350 shares; 2025Q1: 75,738 shares; 2025Q2: 50,389 shares; 2025Q3: 51,022 shares 51,022 $3.07M 0.13% +633 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,010 shares; 2024Q4: 5,262 shares; 2025Q1: 4,790 shares; 2025Q2: 4,604 shares; 2025Q3: 4,408 shares 4,408 $3.01M 0.13% -196 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,322 shares; 2024Q4: 70,688 shares; 2025Q1: 75,638 shares; 2025Q2: 79,929 shares; 2025Q3: 95,516 shares 95,516 $3M 0.13% +15,587 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,533 shares; 2024Q4: 10,973 shares; 2025Q1: 11,709 shares; 2025Q2: 11,786 shares; 2025Q3: 14,525 shares 14,525 $2.88M 0.12% +2,739 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,103 shares; 2024Q4: 52,946 shares; 2025Q1: 56,787 shares; 2025Q2: 59,704 shares; 2025Q3: 61,201 shares 61,201 $2.83M 0.12% +1,497 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,680 shares; 2024Q4: 94,312 shares; 2025Q1: 72,014 shares; 2025Q2: 72,028 shares; 2025Q3: 109,430 shares 109,430 $2.79M 0.12% +37,402 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,748 shares; 2024Q4: 53,692 shares; 2025Q1: 56,270 shares; 2025Q2: 54,578 shares; 2025Q3: 52,692 shares 52,692 $2.69M 0.12% -1,886 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,697 shares; 2024Q4: 24,490 shares; 2025Q1: 25,323 shares; 2025Q2: 25,219 shares; 2025Q3: 27,598 shares 27,598 $2.61M 0.11% +2,379 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,215 shares; 2024Q4: 48,298 shares; 2025Q1: 46,005 shares; 2025Q2: 47,074 shares; 2025Q3: 57,365 shares 57,365 $2.59M 0.11% +10,291 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,556 shares; 2024Q4: 70,267 shares; 2025Q1: 69,050 shares; 2025Q2: 66,467 shares; 2025Q3: 61,156 shares 61,156 $2.48M 0.11% -5,311 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,553 shares; 2025Q1: 1,103 shares; 2025Q2: 1,018 shares; 2025Q3: 4,937 shares 4,937 $2.46M 0.11% +3,919 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,315 shares; 2025Q2: 19,264 shares; 2025Q3: 20,089 shares 20,089 $2.44M 0.11% +825 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,583 shares; 2024Q4: 7,343 shares; 2025Q1: 6,986 shares; 2025Q2: 6,779 shares; 2025Q3: 6,848 shares 6,848 $2.36M 0.1% +69 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,947 shares 5,947 $2.23M 0.1% new Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,904 shares; 2024Q4: 18,352 shares; 2025Q1: 19,533 shares; 2025Q2: 19,380 shares; 2025Q3: 19,758 shares 19,758 $2.18M 0.09% +378 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: 7,096 shares; 2025Q1: 7,277 shares; 2025Q2: 7,167 shares; 2025Q3: 7,659 shares 7,659 $2.15M 0.09% +492 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 3,375 shares; 2025Q1: 3,349 shares; 2025Q2: 3,315 shares; 2025Q3: 3,484 shares 3,484 $2.13M 0.09% +169 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,033 shares; 2024Q4: 8,517 shares; 2025Q1: 7,076 shares; 2025Q2: 7,415 shares; 2025Q3: 7,378 shares 7,378 $2.08M 0.09% -37 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,030 shares; 2024Q4: 15,840 shares; 2025Q1: 15,717 shares; 2025Q2: 16,148 shares; 2025Q3: 18,189 shares 18,189 $2.04M 0.09% +2,041 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,128 shares; 2024Q4: 28,926 shares; 2025Q1: 24,075 shares; 2025Q2: 24,482 shares; 2025Q3: 26,749 shares 26,749 $2.02M 0.09% +2,267 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,251 shares; 2024Q4: 14,649 shares; 2025Q1: 23,518 shares; 2025Q2: 23,206 shares; 2025Q3: 24,240 shares 24,240 $1.94M 0.08% +1,034 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,098 shares; 2024Q4: 65,430 shares; 2025Q1: 52,505 shares; 2025Q2: 48,745 shares; 2025Q3: 19,718 shares 19,718 $1.88M 0.08% -29,027 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,555 shares; 2024Q4: 21,103 shares; 2025Q1: 19,309 shares; 2025Q2: 19,749 shares; 2025Q3: 22,264 shares 22,264 $1.87M 0.08% +2,515 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 4,243 shares; 2025Q1: 3,588 shares; 2025Q2: 3,605 shares; 2025Q3: 5,530 shares 5,530 $1.81M 0.08% +1,925 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,317 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,544 shares; 2025Q3: 9,631 shares 9,631 $1.8M 0.08% +87 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,340 shares; 2024Q4: 72,647 shares; 2025Q1: 65,493 shares; 2025Q2: 63,543 shares; 2025Q3: 75,060 shares 75,060 $1.72M 0.07% +11,517 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,841 shares; 2025Q1: 25,542 shares; 2025Q2: 19,707 shares; 2025Q3: 17,170 shares 17,170 $1.72M 0.07% -2,537 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,856 shares; 2025Q2: 4,764 shares; 2025Q3: 4,654 shares 4,654 $1.7M 0.07% -110 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 3,645 shares; 2025Q1: 3,213 shares; 2025Q2: 3,365 shares; 2025Q3: 3,309 shares 3,309 $1.63M 0.07% -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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,066 shares; 2024Q4: 22,268 shares; 2025Q1: 25,188 shares; 2025Q2: 24,826 shares; 2025Q3: 25,586 shares 25,586 $1.6M 0.07% +760 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,037 shares; 2024Q4: 10,126 shares; 2025Q1: 6,596 shares; 2025Q2: 5,336 shares; 2025Q3: 7,693 shares 7,693 $1.55M 0.07% +2,357 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,782 shares; 2024Q4: 1,676 shares; 2025Q1: 1,583 shares; 2025Q2: 2,399 shares; 2025Q3: 2,268 shares 2,268 $1.52M 0.07% -131 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,753 shares; 2024Q4: 6,761 shares; 2025Q1: 6,965 shares; 2025Q2: 7,146 shares; 2025Q3: 7,110 shares 7,110 $1.45M 0.06% -36 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,965 shares; 2024Q4: 16,895 shares; 2025Q1: 17,515 shares; 2025Q2: 17,070 shares; 2025Q3: 17,391 shares 17,391 $1.44M 0.06% +321 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,807 shares; 2024Q4: 8,665 shares; 2025Q1: 7,523 shares; 2025Q2: 8,547 shares; 2025Q3: 8,577 shares 8,577 $1.43M 0.06% +30 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,365 shares; 2024Q4: 16,095 shares; 2025Q1: 14,325 shares; 2025Q2: 14,080 shares; 2025Q3: 13,005 shares 13,005 $1.25M 0.05% -1,075 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 1,780 shares; 2025Q1: 1,673 shares; 2025Q2: 2,360 shares; 2025Q3: 2,349 shares 2,349 $1.07M 0.05% -11 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,328 shares; 2025Q3: 7,261 shares 7,261 $1.06M 0.05% +1,933 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,292 shares; 2024Q4: 3,099 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,979 shares 2,979 $1.04M 0.04% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,052 shares; 2025Q1: 3,296 shares; 2025Q2: 4,435 shares; 2025Q3: 3,424 shares 3,424 $1.03M 0.04% -1,011 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,838 shares; 2025Q1: 5,503 shares; 2025Q2: 6,237 shares; 2025Q3: 5,497 shares 5,497 $1M 0.04% -740 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,126 shares; 2024Q4: 4,377 shares; 2025Q1: 3,834 shares; 2025Q2: 3,358 shares; 2025Q3: 3,282 shares 3,282 $997K 0.04% -76 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,749 shares; 2024Q4: 36,270 shares; 2025Q1: 17,539 shares; 2025Q2: 12,542 shares; 2025Q3: 12,115 shares 12,115 $968K 0.04% -427 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,672 shares; 2024Q4: 43,469 shares; 2025Q1: 18,376 shares; 2025Q2: 11,985 shares; 2025Q3: 11,282 shares 11,282 $959K 0.04% -703 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,972 shares; 2024Q4: 6,920 shares; 2025Q1: 7,084 shares; 2025Q2: 7,051 shares; 2025Q3: 6,634 shares 6,634 $943K 0.04% -417 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,725 shares; 2024Q4: 20,726 shares; 2025Q1: 20,206 shares; 2025Q2: 20,608 shares; 2025Q3: 20,526 shares 20,526 $938K 0.04% -82 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,254 shares; 2024Q4: 130,022 shares; 2025Q1: 51,410 shares; 2025Q2: 36,187 shares; 2025Q3: 32,422 shares 32,422 $916K 0.04% -3,765 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,308 shares; 2024Q4: 13,169 shares; 2025Q1: 13,169 shares; 2025Q2: 12,287 shares; 2025Q3: 12,468 shares 12,468 $914K 0.04% +181 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,797 shares; 2024Q4: 4,792 shares; 2025Q1: 6,491 shares; 2025Q2: 5,180 shares; 2025Q3: 5,358 shares 5,358 $869K 0.04% +178 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,617 shares; 2024Q4: 14,620 shares; 2025Q1: 13,915 shares; 2025Q2: 11,138 shares; 2025Q3: 11,118 shares 11,118 $866K 0.04% -20 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 377 shares; 2025Q1: 601 shares; 2025Q2: 698 shares; 2025Q3: 661 shares 661 $792K 0.03% -37 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,409 shares; 2024Q4: 1,594 shares; 2025Q1: 1,490 shares; 2025Q2: 1,915 shares; 2025Q3: 1,608 shares 1,608 $771K 0.03% -307 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,174 shares; 2024Q4: 17,724 shares; 2025Q1: 10,315 shares; 2025Q2: 8,825 shares; 2025Q3: 8,895 shares 8,895 $748K 0.03% +70 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 2,765 shares; 2025Q1: 2,422 shares; 2025Q2: 2,172 shares; 2025Q3: 2,145 shares 2,145 $731K 0.03% -27 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,694 shares; 2024Q4: 5,604 shares; 2025Q1: 3,403 shares; 2025Q2: 3,348 shares; 2025Q3: 3,387 shares 3,387 $731K 0.03% +39 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,198 shares; 2024Q4: 13,736 shares; 2025Q1: 14,411 shares; 2025Q2: 12,340 shares; 2025Q3: 12,030 shares 12,030 $717K 0.03% -310 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,986 shares; 2024Q4: 13,988 shares; 2025Q1: 13,286 shares; 2025Q2: 10,380 shares; 2025Q3: 10,379 shares 10,379 $702K 0.03% -1 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,529 shares; 2024Q4: 2,463 shares; 2025Q1: 1,327 shares; 2025Q2: 3,008 shares; 2025Q3: 3,235 shares 3,235 $698K 0.03% +227 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,113 shares; 2024Q4: 98,510 shares; 2025Q1: 20,627 shares; 2025Q2: 21,713 shares; 2025Q3: 20,111 shares 20,111 $675K 0.03% -1,602 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 2,738 shares; 2025Q1: 2,743 shares; 2025Q2: 2,734 shares; 2025Q3: 2,736 shares 2,736 $674K 0.03% +2 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,327 shares; 2024Q4: 9,720 shares; 2025Q1: 10,668 shares; 2025Q2: 10,677 shares; 2025Q3: 10,666 shares 10,666 $652K 0.03% -11 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,052 shares; 2025Q3: 3,059 shares 3,059 $650K 0.03% +7 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,978 shares; 2024Q4: 9,397 shares; 2025Q1: 11,545 shares; 2025Q2: 9,107 shares; 2025Q3: 9,642 shares 9,642 $637K 0.03% +535 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,971 shares; 2024Q4: 4,565 shares; 2025Q1: 6,497 shares; 2025Q2: 4,536 shares; 2025Q3: 4,262 shares 4,262 $633K 0.03% -274 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,617 shares; 2024Q4: 4,682 shares; 2025Q1: 4,439 shares; 2025Q2: 4,314 shares; 2025Q3: 4,353 shares 4,353 $610K 0.03% +39 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,988 shares; 2025Q3: 11,025 shares 11,025 $576K 0.02% -2,963 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 9,863 shares; 2025Q1: 9,033 shares; 2025Q2: 6,916 shares; 2025Q3: 6,889 shares 6,889 $567K 0.02% -27 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,585 shares; 2024Q4: 4,446 shares; 2025Q1: 4,365 shares; 2025Q2: 6,875 shares; 2025Q3: 7,550 shares 7,550 $548K 0.02% +675 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,383 shares; 2024Q4: 3,028 shares; 2025Q1: 1,890 shares; 2025Q2: 2,562 shares; 2025Q3: 3,668 shares 3,668 $534K 0.02% +1,106 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,274 shares; 2024Q4: 30,693 shares; 2025Q1: 30,911 shares; 2025Q2: 20,657 shares; 2025Q3: 9,554 shares 9,554 $523K 0.02% -11,103 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,863 shares; 2024Q4: 2,032 shares; 2025Q1: 1,312 shares; 2025Q2: 1,846 shares; 2025Q3: 1,858 shares 1,858 $519K 0.02% +12 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,795 shares; 2024Q4: 2,788 shares; 2025Q1: 2,505 shares; 2025Q2: 2,685 shares; 2025Q3: 2,679 shares 2,679 $516K 0.02% -6 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 1,877 shares; 2025Q1: 1,826 shares; 2025Q2: 1,790 shares; 2025Q3: 1,741 shares 1,741 $511K 0.02% -49 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 561 shares; 2025Q2: 442 shares; 2025Q3: 438 shares 438 $511K 0.02% -4 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 2,354 shares; 2025Q1: 1,523 shares; 2025Q2: 1,478 shares; 2025Q3: 1,433 shares 1,433 $509K 0.02% -45 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,236 shares; 2024Q4: 8,794 shares; 2025Q1: 9,278 shares; 2025Q2: 8,466 shares; 2025Q3: 4,606 shares 4,606 $509K 0.02% -3,860 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,638 shares; 2025Q1: not reported; 2025Q2: 31,901 shares; 2025Q3: 5,172 shares 5,172 $507K 0.02% -26,729 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,445 shares; 2024Q4: 7,068 shares; 2025Q1: 6,963 shares; 2025Q2: 5,522 shares; 2025Q3: 4,888 shares 4,888 $504K 0.02% -634 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 2,356 shares; 2025Q1: 2,324 shares; 2025Q2: 1,747 shares; 2025Q3: 1,614 shares 1,614 $500K 0.02% -133 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,376 shares; 2024Q4: 4,463 shares; 2025Q1: 4,997 shares; 2025Q2: 5,035 shares; 2025Q3: 5,100 shares 5,100 $500K 0.02% +65 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 1,391 shares; 2025Q1: 1,244 shares; 2025Q2: 2,326 shares; 2025Q3: 2,718 shares 2,718 $499K 0.02% +392 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,336 shares; 2024Q4: 6,902 shares; 2025Q1: 7,335 shares; 2025Q2: 7,711 shares; 2025Q3: 8,073 shares 8,073 $497K 0.02% +362 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,755 shares; 2024Q4: 9,575 shares; 2025Q1: 6,000 shares; 2025Q2: 6,240 shares; 2025Q3: 5,955 shares 5,955 $494K 0.02% -285 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 3,109 shares; 2025Q1: 2,322 shares; 2025Q2: 1,971 shares; 2025Q3: 2,010 shares 2,010 $486K 0.02% +39 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: 4,881 shares; 2025Q1: 5,308 shares; 2025Q2: 4,939 shares; 2025Q3: 5,129 shares 5,129 $466K 0.02% +190 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,109 shares; 2024Q4: 9,289 shares; 2025Q1: 5,966 shares; 2025Q2: 5,860 shares; 2025Q3: 5,854 shares 5,854 $459K 0.02% -6 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,623 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,853 shares; 2025Q3: 5,851 shares 5,851 $455K 0.02% -2 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,076 shares; 2024Q4: 4,951 shares; 2025Q1: 1,968 shares; 2025Q2: 2,881 shares; 2025Q3: 2,780 shares 2,780 $450K 0.02% -101 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,438 shares; 2024Q4: 27,450 shares; 2025Q1: 27,684 shares; 2025Q2: 26,359 shares; 2025Q3: 26,005 shares 26,005 $449K 0.02% -354 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,379 shares; 2024Q4: 4,363 shares; 2025Q1: 4,265 shares; 2025Q2: 3,967 shares; 2025Q3: 4,285 shares 4,285 $444K 0.02% +318 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,027 shares; 2024Q4: 1,937 shares; 2025Q1: 1,631 shares; 2025Q2: 1,555 shares; 2025Q3: 1,556 shares 1,556 $439K 0.02% +1 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,917 shares; 2024Q4: 9,673 shares; 2025Q1: 6,643 shares; 2025Q2: 6,400 shares; 2025Q3: 6,438 shares 6,438 $432K 0.02% +38 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,421 shares; 2024Q4: 2,449 shares; 2025Q1: 2,636 shares; 2025Q2: 2,263 shares; 2025Q3: 2,189 shares 2,189 $426K 0.02% -74 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: not reported; 2025Q1: 2,121 shares; 2025Q2: 3,072 shares; 2025Q3: 3,338 shares 3,338 $420K 0.02% +266 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 643 shares; 2025Q1: 561 shares; 2025Q2: 561 shares; 2025Q3: 561 shares 561 $419K 0.02% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,490 shares 2,490 $417K 0.02% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,567 shares; 2024Q4: 5,567 shares; 2025Q1: 4,347 shares; 2025Q2: 4,347 shares; 2025Q3: 5,316 shares 5,316 $415K 0.02% +969 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,816 shares 5,816 $415K 0.02% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 2,826 shares; 2025Q1: 2,757 shares; 2025Q2: 2,821 shares; 2025Q3: 1,174 shares 1,174 $414K 0.02% -1,647 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,376 shares; 2024Q4: 6,476 shares; 2025Q1: 5,408 shares; 2025Q2: 5,620 shares; 2025Q3: 5,391 shares 5,391 $414K 0.02% -229 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,172 shares; 2025Q1: 2,118 shares; 2025Q2: 2,168 shares; 2025Q3: 1,897 shares 1,897 $407K 0.02% -271 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,523 shares; 2024Q4: 5,542 shares; 2025Q1: 5,640 shares; 2025Q2: 4,383 shares; 2025Q3: 4,264 shares 4,264 $404K 0.02% -119 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 1,193 shares; 2025Q1: 1,081 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares 1,084 $401K 0.02% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,222 shares; 2024Q4: 2,220 shares; 2025Q1: 2,556 shares; 2025Q2: 2,557 shares; 2025Q3: 2,832 shares 2,832 $399K 0.02% +275 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,697 shares; 2024Q4: 14,458 shares; 2025Q1: 11,078 shares; 2025Q2: 11,216 shares; 2025Q3: 11,235 shares 11,235 $399K 0.02% +19 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: 3,797 shares; 2025Q1: 3,340 shares; 2025Q2: 3,496 shares; 2025Q3: 3,214 shares 3,214 $398K 0.02% -282 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 3,201 shares; 2025Q1: 3,253 shares; 2025Q2: 2,964 shares; 2025Q3: 2,882 shares 2,882 $397K 0.02% -82 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 4,004 shares; 2025Q1: 3,594 shares; 2025Q2: 3,210 shares; 2025Q3: 3,572 shares 3,572 $397K 0.02% +362 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,433 shares; 2024Q4: 1,416 shares; 2025Q1: 1,159 shares; 2025Q2: 1,191 shares; 2025Q3: 1,186 shares 1,186 $394K 0.02% -5 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 954 shares; 2025Q1: 954 shares; 2025Q2: 944 shares; 2025Q3: 944 shares 944 $391K 0.02% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 4,212 shares; 2025Q1: 2,013 shares; 2025Q2: 2,017 shares; 2025Q3: 2,764 shares 2,764 $391K 0.02% +747 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: 388 shares; 2025Q1: 438 shares; 2025Q2: 432 shares; 2025Q3: 424 shares 424 $390K 0.02% -8 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 2,537 shares; 2025Q1: 2,539 shares; 2025Q2: 1,955 shares; 2025Q3: 2,043 shares 2,043 $388K 0.02% +88 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,630 shares; 2025Q2: 1,481 shares; 2025Q3: 1,483 shares 1,483 $386K 0.02% +2 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,112 shares; 2025Q1: 1,147 shares; 2025Q2: 1,443 shares; 2025Q3: 1,531 shares 1,531 $385K 0.02% +88 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,231 shares 5,231 $384K 0.02% new Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,395 shares; 2024Q4: 13,189 shares; 2025Q1: 13,189 shares; 2025Q2: 11,147 shares; 2025Q3: 11,147 shares 11,147 $383K 0.02% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,278 shares; 2025Q1: 1,280 shares; 2025Q2: 1,358 shares; 2025Q3: 1,272 shares 1,272 $379K 0.02% -86 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: not reported; 2025Q1: 1,348 shares; 2025Q2: 1,920 shares; 2025Q3: 1,901 shares 1,901 $366K 0.02% -19 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,589 shares; 2024Q4: 5,813 shares; 2025Q1: 7,992 shares; 2025Q2: 7,460 shares; 2025Q3: 6,185 shares 6,185 $364K 0.02% -1,275 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,369 shares; 2024Q4: 5,340 shares; 2025Q1: not reported; 2025Q2: 5,040 shares; 2025Q3: 7,696 shares 7,696 $356K 0.02% +2,656 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 721 shares; 2025Q1: 726 shares; 2025Q2: 791 shares; 2025Q3: 722 shares 722 $354K 0.02% -69 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,061 shares; 2024Q4: 58,923 shares; 2025Q1: 10,810 shares; 2025Q2: 9,433 shares; 2025Q3: 8,333 shares 8,333 $353K 0.02% -1,100 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,143 shares; 2024Q4: 3,370 shares; 2025Q1: 3,507 shares; 2025Q2: 3,575 shares; 2025Q3: 3,671 shares 3,671 $353K 0.02% +96 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,055 shares; 2025Q3: 15,773 shares 15,773 $352K 0.02% +4,718 Timeline MIY BLACKROCK MUNIYIELD MICH QU More: the full row for BLACKROCK MUNIYIELD MICH QU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,050 shares; 2024Q4: 19,250 shares; 2025Q1: 32,000 shares; 2025Q2: 34,700 shares; 2025Q3: 30,900 shares 30,900 $349K 0.02% -3,800 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,105 shares; 2024Q4: 5,085 shares; 2025Q1: 5,085 shares; 2025Q2: 4,806 shares; 2025Q3: 4,931 shares 4,931 $347K 0.01% +125 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,977 shares; 2024Q4: 10,336 shares; 2025Q1: 10,615 shares; 2025Q2: 7,455 shares; 2025Q3: 4,395 shares 4,395 $341K 0.01% -3,060 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,793 shares; 2025Q3: 1,994 shares 1,994 $340K 0.01% +201 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 182 shares; 2025Q2: 176 shares; 2025Q3: 176 shares 176 $336K 0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,504 shares; 2024Q4: 2,933 shares; 2025Q1: 2,145 shares; 2025Q2: 2,049 shares; 2025Q3: 2,078 shares 2,078 $332K 0.01% +29 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 3,097 shares; 2025Q1: 3,065 shares; 2025Q2: 2,443 shares; 2025Q3: 2,332 shares 2,332 $321K 0.01% -111 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,265 shares; 2024Q4: 5,613 shares; 2025Q1: 5,497 shares; 2025Q2: 5,030 shares; 2025Q3: 5,162 shares 5,162 $320K 0.01% +132 Timeline BGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,341 shares; 2025Q1: 13,341 shares; 2025Q2: 13,341 shares; 2025Q3: 13,341 shares 13,341 $318K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 2,728 shares; 2025Q1: 2,729 shares; 2025Q2: 2,766 shares; 2025Q3: 2,767 shares 2,767 $317K 0.01% +1 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 1,134 shares; 2025Q1: 932 shares; 2025Q2: 1,115 shares; 2025Q3: 1,216 shares 1,216 $317K 0.01% +101 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,109 shares; 2025Q1: 1,072 shares; 2025Q2: 1,070 shares; 2025Q3: 1,098 shares 1,098 $316K 0.01% +28 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,188 shares; 2024Q4: 25,619 shares; 2025Q1: 25,421 shares; 2025Q2: 25,421 shares; 2025Q3: 25,421 shares 25,421 $310K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,592 shares; 2025Q3: 2,899 shares 2,899 $309K 0.01% +307 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,200 shares; 2024Q4: 14,200 shares; 2025Q1: 19,800 shares; 2025Q2: 19,800 shares; 2025Q3: 17,500 shares 17,500 $305K 0.01% -2,300 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,291 shares; 2025Q1: 1,285 shares; 2025Q2: 1,211 shares; 2025Q3: 1,237 shares 1,237 $303K 0.01% +26 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,377 shares; 2025Q3: 1,339 shares 1,339 $302K 0.01% -38 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 703 shares; 2025Q1: 693 shares; 2025Q2: 693 shares; 2025Q3: 683 shares 683 $294K 0.01% -10 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,761 shares; 2024Q4: 7,740 shares; 2025Q1: 3,259 shares; 2025Q2: 3,178 shares; 2025Q3: 3,155 shares 3,155 $288K 0.01% -23 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,994 shares; 2024Q4: 3,774 shares; 2025Q1: 3,584 shares; 2025Q2: 3,379 shares; 2025Q3: 3,226 shares 3,226 $288K 0.01% -153 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,361 shares; 2024Q4: 6,362 shares; 2025Q1: 6,362 shares; 2025Q2: 6,439 shares; 2025Q3: 6,440 shares 6,440 $283K 0.01% +1 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 1,748 shares; 2025Q1: not reported; 2025Q2: 1,627 shares; 2025Q3: 1,407 shares 1,407 $282K 0.01% -220 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,584 shares; 2025Q3: 11,731 shares 11,731 $276K 0.01% +2,147 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,578 shares; 2024Q4: 14,791 shares; 2025Q1: 2,280 shares; 2025Q2: 1,651 shares; 2025Q3: 1,374 shares 1,374 $276K 0.01% -277 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 637 shares; 2025Q1: 867 shares; 2025Q2: 658 shares; 2025Q3: 638 shares 638 $269K 0.01% -20 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,664 shares; 2024Q4: 17,667 shares; 2025Q1: 17,635 shares; 2025Q2: 17,585 shares; 2025Q3: 17,791 shares 17,791 $268K 0.01% +206 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,710 shares; 2024Q4: 10,818 shares; 2025Q1: 6,096 shares; 2025Q2: not reported; 2025Q3: 2,733 shares 2,733 $260K 0.01% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,344 shares; 2024Q4: 4,804 shares; 2025Q1: 5,087 shares; 2025Q2: 5,645 shares; 2025Q3: 4,481 shares 4,481 $257K 0.01% -1,164 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,962 shares; 2025Q3: 5,303 shares 5,303 $255K 0.01% +341 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares 426 $254K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,484 shares; 2025Q2: 2,192 shares; 2025Q3: 1,970 shares 1,970 $253K 0.01% -222 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,183 shares; 2025Q2: 4,950 shares; 2025Q3: 5,005 shares 5,005 $253K 0.01% +55 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 786 shares; 2024Q4: 690 shares; 2025Q1: 647 shares; 2025Q2: 553 shares; 2025Q3: 561 shares 561 $246K 0.01% +8 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,434 shares 1,434 $243K 0.01% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 523 shares; 2025Q3: 523 shares 523 $243K 0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,223 shares; 2025Q3: 7,578 shares 7,578 $242K 0.01% +355 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,830 shares; 2024Q4: 10,649 shares; 2025Q1: not reported; 2025Q2: 6,058 shares; 2025Q3: 6,830 shares 6,830 $235K 0.01% +772 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 4,159 shares; 2025Q1: 2,829 shares; 2025Q2: not reported; 2025Q3: 2,146 shares 2,146 $234K 0.01% new Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,139 shares 8,139 $233K 0.01% new Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,015 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,664 shares 7,664 $228K 0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,109 shares 9,109 $224K 0.01% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 744 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 283 shares 283 $219K 0.01% new Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,566 shares; 2024Q4: 3,676 shares; 2025Q1: not reported; 2025Q2: 3,759 shares; 2025Q3: 3,941 shares 3,941 $216K 0.01% +182 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares 350 $215K 0.01% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 199 shares 199 $215K 0.01% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 481 shares; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 504 shares; 2025Q3: 502 shares 502 $213K 0.01% -2 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,281 shares; 2025Q3: 2,281 shares 2,281 $213K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,757 shares; 2024Q4: 12,703 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,525 shares 2,525 $213K 0.01% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,538 shares; 2024Q4: 30,538 shares; 2025Q1: 30,538 shares; 2025Q2: 30,538 shares; 2025Q3: 30,538 shares 30,538 $211K 0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,578 shares 1,578 $211K 0.01% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 1,023 shares; 2025Q1: 1,037 shares; 2025Q2: 1,063 shares; 2025Q3: 880 shares 880 $209K 0.01% -183 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 909 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 633 shares 633 $205K 0.01% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,946 shares 2,946 $203K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 576 shares 576 $202K 0.01% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 759 shares; 2025Q3: 814 shares 814 $201K 0.01% +55 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares 6,000 $201K 0.01% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,146 shares; 2025Q1: 1,140 shares; 2025Q2: 1,032 shares; 2025Q3: 1,044 shares 1,044 $201K 0.01% +12 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,003 shares 4,003 $200K 0.01% new Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,156 shares; 2025Q2: not reported; 2025Q3: 4,156 shares 4,156 $200K 0.01% new Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,684 shares; 2025Q3: 17,718 shares 17,718 $192K 0.01% +2,034 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,523 shares; 2024Q4: 11,286 shares; 2025Q1: 11,286 shares; 2025Q2: 11,286 shares; 2025Q3: 11,286 shares 11,286 $181K 0.01% 0 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,742 shares; 2024Q4: 10,927 shares; 2025Q1: 10,807 shares; 2025Q2: 10,807 shares; 2025Q3: 10,807 shares 10,807 $86.3K <0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,407 shares; 2024Q4: 16,630 shares; 2025Q1: 16,630 shares; 2025Q2: 16,647 shares; 2025Q3: 16,656 shares 16,656 $75.6K <0.01% +9 Timeline SPRO SPERO THERAPEUTICS INC More: the full row for SPERO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,548 shares; 2025Q3: 32,548 shares 32,548 $61.2K <0.01% 0 Timeline