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: 157,204 shares; 2024Q4: 162,914 shares; 2025Q1: 167,143 shares; 2025Q2: 177,090 shares; 2025Q3: 181,648 shares 181,648 $122M 14.66% +4,558 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,643,421 shares; 2025Q3: 1,042,958 shares 1,042,958 $121M 14.59% -1,600,463 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,326 shares; 2024Q4: 496,671 shares; 2025Q1: 520,864 shares; 2025Q2: 556,200 shares; 2025Q3: 647,676 shares 647,676 $56.5M 6.82% +91,476 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: 236,165 shares; 2024Q4: 251,830 shares; 2025Q1: 257,146 shares; 2025Q2: 263,882 shares; 2025Q3: 248,691 shares 248,691 $29.6M 3.56% -15,191 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: 397,073 shares; 2024Q4: 410,781 shares; 2025Q1: 426,653 shares; 2025Q2: 441,160 shares; 2025Q3: 445,011 shares 445,011 $29M 3.5% +3,851 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: 96,589 shares; 2024Q4: 98,992 shares; 2025Q1: 99,707 shares; 2025Q2: 101,370 shares; 2025Q3: 102,392 shares 102,392 $26.1M 3.14% +1,022 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: 111,494 shares; 2024Q4: 116,761 shares; 2025Q1: 118,811 shares; 2025Q2: 124,753 shares; 2025Q3: 138,019 shares 138,019 $25.8M 3.11% +13,266 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: 39,348 shares; 2024Q4: 40,845 shares; 2025Q1: 42,028 shares; 2025Q2: 43,981 shares; 2025Q3: 45,227 shares 45,227 $23.4M 2.83% +1,246 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: 184,845 shares; 2024Q4: 189,144 shares; 2025Q1: 198,321 shares; 2025Q2: 233,324 shares; 2025Q3: 226,482 shares 226,482 $22.7M 2.74% -6,842 Timeline HTRB 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: not reported; 2024Q4: 271,628 shares; 2025Q1: 518,735 shares; 2025Q2: 563,908 shares; 2025Q3: 610,053 shares 610,053 $20.9M 2.52% +46,145 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: 19,000 shares; 2024Q4: 19,458 shares; 2025Q1: 22,390 shares; 2025Q2: 26,854 shares; 2025Q3: 26,972 shares 26,972 $18M 2.17% +118 Timeline PERFORMANT HEALTHCARE INC PERFORMANT HEALTHCARE INC More: the full row for PERFORMANT HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,176,865 shares; 2025Q3: 2,176,865 shares 2,176,865 $16.8M 2.03% 0 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: 209,460 shares; 2024Q4: 211,562 shares; 2025Q1: 189,453 shares; 2025Q2: 209,215 shares; 2025Q3: 221,613 shares 221,613 $14.6M 1.76% +12,398 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: 44,413 shares; 2024Q4: 45,154 shares; 2025Q1: 49,909 shares; 2025Q2: 53,638 shares; 2025Q3: 55,020 shares 55,020 $12.1M 1.46% +1,382 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: 31,927 shares; 2024Q4: 32,026 shares; 2025Q1: 32,860 shares; 2025Q2: 34,109 shares; 2025Q3: 34,647 shares 34,647 $8.44M 1.02% +538 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: 20,136 shares; 2024Q4: 21,293 shares; 2025Q1: 22,970 shares; 2025Q2: 23,594 shares; 2025Q3: 24,692 shares 24,692 $8.15M 0.98% +1,098 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: 92,953 shares; 2024Q4: 96,021 shares; 2025Q1: 104,363 shares; 2025Q2: 91,853 shares; 2025Q3: 73,916 shares 73,916 $7.87M 0.95% -17,937 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: 28,643 shares; 2024Q4: 29,145 shares; 2025Q1: 30,887 shares; 2025Q2: 31,695 shares; 2025Q3: 32,339 shares 32,339 $7.86M 0.95% +644 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: 8,102 shares; 2024Q4: 8,400 shares; 2025Q1: 8,808 shares; 2025Q2: 9,529 shares; 2025Q3: 9,769 shares 9,769 $7.17M 0.87% +240 Timeline SMMD 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: 43,974 shares; 2024Q4: 50,167 shares; 2025Q1: 64,276 shares; 2025Q2: 88,183 shares; 2025Q3: 95,148 shares 95,148 $7.02M 0.85% +6,965 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: 19,015 shares; 2024Q4: 19,271 shares; 2025Q1: 20,070 shares; 2025Q2: 20,536 shares; 2025Q3: 20,463 shares 20,463 $6.45M 0.78% -73 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: 9,138 shares; 2024Q4: 10,270 shares; 2025Q1: 9,632 shares; 2025Q2: 10,881 shares; 2025Q3: 11,934 shares 11,934 $5.31M 0.64% +1,053 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,455 shares; 2024Q4: 26,456 shares; 2025Q1: 26,458 shares; 2025Q2: 26,460 shares; 2025Q3: 26,462 shares 26,462 $5.28M 0.64% +2 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: 9,391 shares; 2024Q4: 9,579 shares; 2025Q1: 9,813 shares; 2025Q2: 10,372 shares; 2025Q3: 10,454 shares 10,454 $5.26M 0.63% +82 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: 41,892 shares; 2024Q4: 40,381 shares; 2025Q1: 40,249 shares; 2025Q2: 53,249 shares; 2025Q3: 53,219 shares 53,219 $4.97M 0.6% -30 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: 30,275 shares; 2024Q4: 28,541 shares; 2025Q1: 28,153 shares; 2025Q2: 21,394 shares; 2025Q3: 21,887 shares 21,887 $4.06M 0.49% +493 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: 17,283 shares; 2024Q4: 31,715 shares; 2025Q1: 31,865 shares; 2025Q2: 26,234 shares; 2025Q3: 25,975 shares 25,975 $3.99M 0.48% -259 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: 4,842 shares; 2024Q4: 4,931 shares; 2025Q1: 5,029 shares; 2025Q2: 5,124 shares; 2025Q3: 5,166 shares 5,166 $3.94M 0.48% +42 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,017 shares; 2024Q4: 28,407 shares; 2025Q1: 28,388 shares; 2025Q2: 28,526 shares; 2025Q3: 28,428 shares 28,428 $3.53M 0.43% -98 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: 9,113 shares; 2024Q4: 9,958 shares; 2025Q1: 9,447 shares; 2025Q2: 10,740 shares; 2025Q3: 10,718 shares 10,718 $3.52M 0.42% -22 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: not reported; 2024Q4: 6,980 shares; 2025Q1: 7,361 shares; 2025Q2: 45,802 shares; 2025Q3: 67,748 shares 67,748 $3.39M 0.41% +21,946 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: 27,947 shares; 2024Q4: 29,206 shares; 2025Q1: 30,267 shares; 2025Q2: 29,144 shares; 2025Q3: 29,477 shares 29,477 $3.32M 0.4% +333 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: 8,486 shares; 2024Q4: 8,703 shares; 2025Q1: 9,114 shares; 2025Q2: 9,288 shares; 2025Q3: 9,426 shares 9,426 $3.22M 0.39% +138 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: 12,469 shares; 2024Q4: 12,832 shares; 2025Q1: 13,336 shares; 2025Q2: 13,181 shares; 2025Q3: 13,448 shares 13,448 $3.11M 0.38% +267 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,834 shares; 2025Q1: 1,979 shares; 2025Q2: 2,292 shares; 2025Q3: 2,317 shares 2,317 $2.78M 0.34% +25 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: 22,879 shares; 2024Q4: 23,395 shares; 2025Q1: 23,897 shares; 2025Q2: 25,987 shares; 2025Q3: 26,714 shares 26,714 $2.75M 0.33% +727 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,664 shares; 2024Q4: 31,972 shares; 2025Q1: 34,178 shares; 2025Q2: 26,842 shares; 2025Q3: 27,182 shares 27,182 $2.62M 0.32% +340 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: 2,091 shares; 2024Q4: 2,144 shares; 2025Q1: 2,180 shares; 2025Q2: 2,501 shares; 2025Q3: 2,576 shares 2,576 $2.38M 0.29% +75 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: 13,948 shares; 2024Q4: 14,166 shares; 2025Q1: 14,317 shares; 2025Q2: 14,354 shares; 2025Q3: 14,663 shares 14,663 $2.38M 0.29% +309 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: 4,623 shares; 2024Q4: 4,664 shares; 2025Q1: 4,749 shares; 2025Q2: 4,636 shares; 2025Q3: 4,691 shares 4,691 $2.24M 0.27% +55 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: 6,308 shares; 2024Q4: 6,624 shares; 2025Q1: 6,804 shares; 2025Q2: 7,235 shares; 2025Q3: 7,497 shares 7,497 $2.11M 0.25% +262 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: 3,173 shares; 2024Q4: 3,268 shares; 2025Q1: 3,662 shares; 2025Q2: 3,553 shares; 2025Q3: 3,700 shares 3,700 $2.1M 0.25% +147 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,347 shares; 2024Q4: 4,483 shares; 2025Q1: 4,797 shares; 2025Q2: 4,870 shares; 2025Q3: 4,999 shares 4,999 $2.03M 0.24% +129 Timeline ACWX 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: 34,758 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 31,000 shares; 2025Q3: 31,000 shares 31,000 $2.02M 0.24% 0 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: 5,453 shares; 2024Q4: 5,523 shares; 2025Q1: 5,767 shares; 2025Q2: 6,071 shares; 2025Q3: 6,251 shares 6,251 $1.88M 0.23% +180 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: 11,172 shares; 2024Q4: 11,120 shares; 2025Q1: 11,367 shares; 2025Q2: 10,800 shares; 2025Q3: 11,081 shares 11,081 $1.85M 0.22% +281 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: 7,710 shares; 2024Q4: 7,758 shares; 2025Q1: 8,133 shares; 2025Q2: 8,182 shares; 2025Q3: 11,714 shares 11,714 $1.82M 0.22% +3,532 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: 29,066 shares; 2024Q4: 31,803 shares; 2025Q1: 33,224 shares; 2025Q2: 34,536 shares; 2025Q3: 35,013 shares 35,013 $1.81M 0.22% +477 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: 4,464 shares; 2024Q4: 4,479 shares; 2025Q1: 4,685 shares; 2025Q2: 4,094 shares; 2025Q3: 5,181 shares 5,181 $1.79M 0.22% +1,087 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,012 shares; 2024Q4: 21,532 shares; 2025Q1: 24,040 shares; 2025Q2: 42,096 shares; 2025Q3: 51,816 shares 51,816 $1.77M 0.21% +9,720 Timeline RLY 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: 26,177 shares; 2024Q4: 29,017 shares; 2025Q1: 30,274 shares; 2025Q2: 37,822 shares; 2025Q3: 54,303 shares 54,303 $1.68M 0.2% +16,481 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,383 shares; 2024Q4: 10,635 shares; 2025Q1: 11,121 shares; 2025Q2: 9,958 shares; 2025Q3: 9,956 shares 9,956 $1.66M 0.2% -2 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: 20,389 shares; 2024Q4: 21,309 shares; 2025Q1: 21,880 shares; 2025Q2: 23,827 shares; 2025Q3: 24,196 shares 24,196 $1.66M 0.2% +369 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: 4,158 shares; 2024Q4: 4,232 shares; 2025Q1: 4,277 shares; 2025Q2: 4,403 shares; 2025Q3: 4,350 shares 4,350 $1.63M 0.2% -53 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: 20,782 shares; 2024Q4: 21,626 shares; 2025Q1: 22,560 shares; 2025Q2: 23,696 shares; 2025Q3: 23,618 shares 23,618 $1.57M 0.19% -78 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: 20,210 shares; 2024Q4: 20,438 shares; 2025Q1: 23,267 shares; 2025Q2: 28,707 shares; 2025Q3: 28,848 shares 28,848 $1.56M 0.19% +141 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: 4,548 shares; 2024Q4: 4,818 shares; 2025Q1: 4,977 shares; 2025Q2: 5,417 shares; 2025Q3: 5,457 shares 5,457 $1.54M 0.19% +40 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,109 shares; 2025Q3: 20,324 shares 20,324 $1.54M 0.19% +215 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: 5,547 shares; 2025Q1: 6,382 shares; 2025Q2: 7,166 shares; 2025Q3: 7,927 shares 7,927 $1.45M 0.17% +761 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,626 shares; 2024Q4: 6,626 shares; 2025Q1: 6,702 shares; 2025Q2: 6,701 shares; 2025Q3: 6,701 shares 6,701 $1.45M 0.17% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,718 shares; 2024Q4: 17,627 shares; 2025Q1: 18,013 shares; 2025Q2: 22,995 shares; 2025Q3: 23,303 shares 23,303 $1.4M 0.17% +308 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: 5,284 shares; 2024Q4: 5,247 shares; 2025Q1: 5,302 shares; 2025Q2: 5,267 shares; 2025Q3: 5,577 shares 5,577 $1.35M 0.16% +310 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: 5,009 shares; 2024Q4: 5,219 shares; 2025Q1: 5,315 shares; 2025Q2: 5,538 shares; 2025Q3: 5,506 shares 5,506 $1.3M 0.16% -32 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,198 shares; 2024Q4: 12,268 shares; 2025Q1: 12,701 shares; 2025Q2: 13,039 shares; 2025Q3: 13,505 shares 13,505 $1.29M 0.16% +466 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 1,482 shares; 2025Q1: 1,532 shares; 2025Q2: 1,589 shares; 2025Q3: 1,613 shares 1,613 $1.28M 0.15% +24 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,871 shares; 2024Q4: 3,755 shares; 2025Q1: 3,663 shares; 2025Q2: 3,830 shares; 2025Q3: 3,886 shares 3,886 $1.28M 0.15% +56 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: 16,960 shares; 2024Q4: 16,528 shares; 2025Q1: 13,763 shares; 2025Q2: 14,673 shares; 2025Q3: 15,200 shares 15,200 $1.28M 0.15% +527 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: 4,662 shares; 2024Q4: 4,675 shares; 2025Q1: 4,727 shares; 2025Q2: 4,895 shares; 2025Q3: 5,089 shares 5,089 $1.26M 0.15% +194 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: 7,013 shares; 2024Q4: 6,963 shares; 2025Q1: 6,962 shares; 2025Q2: 6,647 shares; 2025Q3: 6,781 shares 6,781 $1.25M 0.15% +134 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: 5,770 shares; 2024Q4: 4,798 shares; 2025Q1: 5,330 shares; 2025Q2: 7,844 shares; 2025Q3: 12,681 shares 12,681 $1.24M 0.15% +4,837 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: 7,595 shares; 2024Q4: 7,936 shares; 2025Q1: 8,332 shares; 2025Q2: 8,922 shares; 2025Q3: 9,145 shares 9,145 $1.22M 0.15% +223 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: 4,099 shares; 2024Q4: 4,058 shares; 2025Q1: 4,150 shares; 2025Q2: 4,572 shares; 2025Q3: 4,742 shares 4,742 $1.19M 0.14% +170 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: 6,645 shares; 2024Q4: 6,735 shares; 2025Q1: 6,874 shares; 2025Q2: 7,287 shares; 2025Q3: 7,491 shares 7,491 $1.19M 0.14% +204 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: 6,322 shares; 2024Q4: 6,358 shares; 2025Q1: 6,750 shares; 2025Q2: 7,024 shares; 2025Q3: 7,350 shares 7,350 $1.19M 0.14% +326 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: 3,315 shares; 2024Q4: 3,548 shares; 2025Q1: 3,729 shares; 2025Q2: 3,710 shares; 2025Q3: 3,863 shares 3,863 $1.17M 0.14% +153 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: 1,146 shares; 2024Q4: 1,161 shares; 2025Q1: 1,169 shares; 2025Q2: 1,257 shares; 2025Q3: 1,270 shares 1,270 $1.17M 0.14% +13 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,974 shares; 2024Q4: 5,100 shares; 2025Q1: 5,108 shares; 2025Q2: 5,595 shares; 2025Q3: 5,614 shares 5,614 $1.15M 0.14% +19 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 6,024 shares; 2025Q1: 6,231 shares; 2025Q2: 7,590 shares; 2025Q3: 7,667 shares 7,667 $1.11M 0.13% +77 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: 833 shares; 2025Q1: 870 shares; 2025Q2: 888 shares; 2025Q3: 939 shares 939 $1.09M 0.13% +51 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: 8,226 shares; 2024Q4: 8,226 shares; 2025Q1: 8,234 shares; 2025Q2: 8,272 shares; 2025Q3: 7,908 shares 7,908 $1.09M 0.13% -364 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,183 shares; 2024Q4: 5,802 shares; 2025Q1: 5,782 shares; 2025Q2: 5,539 shares; 2025Q3: 5,513 shares 5,513 $1.08M 0.13% -26 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: 10,281 shares; 2024Q4: 10,901 shares; 2025Q1: 12,473 shares; 2025Q2: 12,365 shares; 2025Q3: 12,607 shares 12,607 $1.06M 0.13% +242 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: 1,964 shares; 2024Q4: 1,981 shares; 2025Q1: 2,033 shares; 2025Q2: 2,191 shares; 2025Q3: 2,222 shares 2,222 $1.06M 0.13% +31 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: 17,884 shares; 2024Q4: 13,585 shares; 2025Q1: 13,735 shares; 2025Q2: 13,735 shares; 2025Q3: 13,735 shares 13,735 $1.02M 0.12% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,172 shares; 2024Q4: 7,330 shares; 2025Q1: 7,254 shares; 2025Q2: 8,449 shares; 2025Q3: 8,397 shares 8,397 $1.01M 0.12% -52 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: 25,829 shares; 2024Q4: 31,335 shares; 2025Q1: 31,878 shares; 2025Q2: 33,800 shares; 2025Q3: 35,888 shares 35,888 $1.01M 0.12% +2,088 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: 23,282 shares; 2024Q4: 26,171 shares; 2025Q1: 29,469 shares; 2025Q2: 28,852 shares; 2025Q3: 30,162 shares 30,162 $1.01M 0.12% +1,310 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,205 shares; 2024Q4: 2,229 shares; 2025Q1: 2,254 shares; 2025Q2: 2,336 shares; 2025Q3: 2,328 shares 2,328 $982K 0.12% -8 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,852 shares; 2024Q4: 1,916 shares; 2025Q1: 1,970 shares; 2025Q2: 2,243 shares; 2025Q3: 2,178 shares 2,178 $974K 0.12% -65 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: 1,406 shares; 2024Q4: 1,444 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares; 2025Q3: 1,582 shares 1,582 $973K 0.12% +37 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: 8,028 shares; 2024Q4: 7,887 shares; 2025Q1: 9,722 shares; 2025Q2: 9,144 shares; 2025Q3: 9,839 shares 9,839 $964K 0.12% +695 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,467 shares; 2025Q1: 1,518 shares; 2025Q2: 1,464 shares; 2025Q3: 1,550 shares 1,550 $944K 0.11% +86 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,057 shares; 2024Q4: 14,102 shares; 2025Q1: 14,144 shares; 2025Q2: 14,350 shares; 2025Q3: 14,370 shares 14,370 $940K 0.11% +20 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,994 shares; 2024Q4: 5,328 shares; 2025Q1: 5,485 shares; 2025Q2: 5,283 shares; 2025Q3: 5,593 shares 5,593 $936K 0.11% +310 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: 6,263 shares; 2024Q4: 5,301 shares; 2025Q1: 5,578 shares; 2025Q2: 5,561 shares; 2025Q3: 6,634 shares 6,634 $932K 0.11% +1,073 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: 2,963 shares; 2024Q4: 2,864 shares; 2025Q1: 2,479 shares; 2025Q2: 3,689 shares; 2025Q3: 3,657 shares 3,657 $930K 0.11% -32 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 168 shares; 2025Q1: 169 shares; 2025Q2: 172 shares; 2025Q3: 172 shares 172 $929K 0.11% 0 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: 2,484 shares; 2024Q4: 2,527 shares; 2025Q1: 2,584 shares; 2025Q2: 2,702 shares; 2025Q3: 2,792 shares 2,792 $927K 0.11% +90 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: 11,541 shares; 2024Q4: 11,606 shares; 2025Q1: 11,567 shares; 2025Q2: 11,307 shares; 2025Q3: 12,243 shares 12,243 $924K 0.11% +936 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,911 shares; 2024Q4: 1,850 shares; 2025Q1: 1,922 shares; 2025Q2: 1,741 shares; 2025Q3: 1,842 shares 1,842 $893K 0.11% +101 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: 11,240 shares; 2024Q4: 11,484 shares; 2025Q1: 11,625 shares; 2025Q2: 12,444 shares; 2025Q3: 13,131 shares 13,131 $867K 0.1% +687 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: 16,949 shares; 2024Q4: 17,181 shares; 2025Q1: 17,242 shares; 2025Q2: 20,069 shares; 2025Q3: 19,696 shares 19,696 $866K 0.1% -373 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 501 shares; 2025Q1: 545 shares; 2025Q2: 7,798 shares; 2025Q3: 7,992 shares 7,992 $862K 0.1% +194 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: 740 shares; 2024Q4: 755 shares; 2025Q1: 780 shares; 2025Q2: 784 shares; 2025Q3: 789 shares 789 $851K 0.1% +5 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,444 shares; 2024Q4: 4,509 shares; 2025Q1: 7,603 shares; 2025Q2: 9,764 shares; 2025Q3: 10,239 shares 10,239 $840K 0.1% +475 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: 4,285 shares; 2024Q4: 4,276 shares; 2025Q1: 4,321 shares; 2025Q2: 4,338 shares; 2025Q3: 4,352 shares 4,352 $839K 0.1% +14 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,930 shares; 2024Q4: 26,790 shares; 2025Q1: 39,870 shares; 2025Q2: 35,790 shares; 2025Q3: 31,750 shares 31,750 $836K 0.1% -4,040 Timeline ILCG 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: 7,850 shares; 2024Q4: 7,850 shares; 2025Q1: 7,850 shares; 2025Q2: 7,850 shares; 2025Q3: 7,850 shares 7,850 $819K 0.1% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,444 shares; 2024Q4: 2,308 shares; 2025Q1: 2,593 shares; 2025Q2: 2,830 shares; 2025Q3: 2,894 shares 2,894 $817K 0.1% +64 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,044 shares; 2025Q1: 1,095 shares; 2025Q2: 1,163 shares; 2025Q3: 1,174 shares 1,174 $802K 0.1% +11 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: 1,282 shares; 2024Q4: 2,768 shares; 2025Q1: 4,272 shares; 2025Q2: 3,159 shares; 2025Q3: 2,928 shares 2,928 $801K 0.1% -231 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,973 shares; 2024Q4: 7,127 shares; 2025Q1: 8,069 shares; 2025Q2: 7,991 shares; 2025Q3: 8,173 shares 8,173 $798K 0.1% +182 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: 3,273 shares; 2024Q4: 3,326 shares; 2025Q1: 3,330 shares; 2025Q2: 3,763 shares; 2025Q3: 3,782 shares 3,782 $796K 0.1% +19 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,026 shares; 2024Q4: 3,099 shares; 2025Q1: 3,192 shares; 2025Q2: 3,257 shares; 2025Q3: 3,276 shares 3,276 $784K 0.09% +19 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,297 shares; 2024Q4: 4,466 shares; 2025Q1: 3,988 shares; 2025Q2: 3,720 shares; 2025Q3: 3,762 shares 3,762 $777K 0.09% +42 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: 1,374 shares; 2024Q4: 1,428 shares; 2025Q1: 1,521 shares; 2025Q2: 3,553 shares; 2025Q3: 3,635 shares 3,635 $773K 0.09% +82 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: 1,373 shares; 2024Q4: 1,450 shares; 2025Q1: 1,515 shares; 2025Q2: 2,005 shares; 2025Q3: 2,054 shares 2,054 $759K 0.09% +49 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: 860 shares; 2024Q4: 910 shares; 2025Q1: 924 shares; 2025Q2: 944 shares; 2025Q3: 969 shares 969 $749K 0.09% +25 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: 2,121 shares; 2024Q4: 2,128 shares; 2025Q1: 2,212 shares; 2025Q2: 2,523 shares; 2025Q3: 2,536 shares 2,536 $744K 0.09% +13 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: 1,493 shares; 2024Q4: 1,505 shares; 2025Q1: 1,584 shares; 2025Q2: 1,631 shares; 2025Q3: 1,622 shares 1,622 $742K 0.09% -9 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,231 shares; 2024Q4: 2,124 shares; 2025Q1: 2,096 shares; 2025Q2: 2,324 shares; 2025Q3: 2,468 shares 2,468 $741K 0.09% +144 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: 3,629 shares; 2024Q4: 3,618 shares; 2025Q1: 3,771 shares; 2025Q2: 3,088 shares; 2025Q3: 3,129 shares 3,129 $740K 0.09% +41 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,802 shares; 2024Q4: 3,707 shares; 2025Q1: 3,856 shares; 2025Q2: 3,753 shares; 2025Q3: 3,646 shares 3,646 $723K 0.09% -107 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,440 shares; 2024Q4: 3,472 shares; 2025Q1: 3,485 shares; 2025Q2: 3,568 shares; 2025Q3: 3,582 shares 3,582 $718K 0.09% +14 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: 5,039 shares; 2024Q4: 5,708 shares; 2025Q1: 5,850 shares; 2025Q2: 5,866 shares; 2025Q3: 6,250 shares 6,250 $716K 0.09% +384 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 1,878 shares; 2025Q1: 1,943 shares; 2025Q2: 2,431 shares; 2025Q3: 2,527 shares 2,527 $713K 0.09% +96 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,273 shares; 2025Q1: 1,340 shares; 2025Q2: 1,446 shares; 2025Q3: 1,461 shares 1,461 $711K 0.09% +15 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,786 shares; 2024Q4: 4,994 shares; 2025Q1: 5,263 shares; 2025Q2: 5,664 shares; 2025Q3: 5,719 shares 5,719 $708K 0.09% +55 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: 692 shares; 2024Q4: 1,009 shares; 2025Q1: 888 shares; 2025Q2: 1,153 shares; 2025Q3: 1,153 shares 1,153 $692K 0.08% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,921 shares; 2024Q4: 10,100 shares; 2025Q1: 10,236 shares; 2025Q2: 10,428 shares; 2025Q3: 10,569 shares 10,569 $670K 0.08% +141 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,359 shares; 2024Q4: 5,002 shares; 2025Q1: 5,090 shares; 2025Q2: 5,285 shares; 2025Q3: 5,405 shares 5,405 $669K 0.08% +120 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: 2,953 shares; 2024Q4: 3,058 shares; 2025Q1: 3,199 shares; 2025Q2: 3,241 shares; 2025Q3: 3,233 shares 3,233 $664K 0.08% -8 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,340 shares; 2025Q1: 1,342 shares; 2025Q2: 1,343 shares; 2025Q3: 1,339 shares 1,339 $658K 0.08% -4 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: 1,472 shares; 2024Q4: 2,366 shares; 2025Q1: 2,875 shares; 2025Q2: 3,473 shares; 2025Q3: 3,512 shares 3,512 $655K 0.08% +39 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: not reported; 2024Q4: not reported; 2025Q1: 1,792 shares; 2025Q2: 1,873 shares; 2025Q3: 1,894 shares 1,894 $646K 0.08% +21 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,878 shares; 2024Q4: 1,765 shares; 2025Q1: 1,885 shares; 2025Q2: 1,734 shares; 2025Q3: 1,817 shares 1,817 $641K 0.08% +83 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: 4,721 shares; 2024Q4: 5,511 shares; 2025Q1: 5,242 shares; 2025Q2: 6,673 shares; 2025Q3: 6,772 shares 6,772 $641K 0.08% +99 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: 402 shares; 2024Q4: 996 shares; 2025Q1: 1,099 shares; 2025Q2: 1,032 shares; 2025Q3: 1,035 shares 1,035 $634K 0.08% +3 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: 5,514 shares; 2024Q4: 4,469 shares; 2025Q1: 4,469 shares; 2025Q2: 4,469 shares; 2025Q3: 4,389 shares 4,389 $624K 0.08% -80 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: 9,621 shares; 2024Q4: 9,297 shares; 2025Q1: 9,655 shares; 2025Q2: 10,551 shares; 2025Q3: 9,931 shares 9,931 $620K 0.07% -620 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,423 shares; 2025Q1: 4,842 shares; 2025Q2: 4,414 shares; 2025Q3: 4,596 shares 4,596 $615K 0.07% +182 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 2,307 shares; 2025Q1: 2,769 shares; 2025Q2: 2,435 shares; 2025Q3: 2,501 shares 2,501 $614K 0.07% +66 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: 833 shares; 2024Q4: 1,037 shares; 2025Q1: 1,139 shares; 2025Q2: 1,226 shares; 2025Q3: 1,246 shares 1,246 $611K 0.07% +20 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,982 shares; 2024Q4: 7,691 shares; 2025Q1: 7,633 shares; 2025Q2: 8,927 shares; 2025Q3: 9,965 shares 9,965 $610K 0.07% +1,038 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: 4,697 shares; 2024Q4: 5,306 shares; 2025Q1: 5,270 shares; 2025Q2: 5,632 shares; 2025Q3: 5,993 shares 5,993 $608K 0.07% +361 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,012 shares 6,012 $605K 0.07% new 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: 20,297 shares; 2024Q4: 17,561 shares; 2025Q1: 16,688 shares; 2025Q2: 16,628 shares; 2025Q3: 16,697 shares 16,697 $593K 0.07% +69 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,579 shares; 2025Q1: 3,634 shares; 2025Q2: 3,849 shares; 2025Q3: 4,014 shares 4,014 $585K 0.07% +165 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,106 shares; 2024Q4: 2,088 shares; 2025Q1: 2,168 shares; 2025Q2: 2,094 shares; 2025Q3: 2,126 shares 2,126 $580K 0.07% +32 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,332 shares; 2024Q4: 2,360 shares; 2025Q1: 2,362 shares; 2025Q2: 2,498 shares; 2025Q3: 2,629 shares 2,629 $577K 0.07% +131 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,116 shares; 2024Q4: 8,475 shares; 2025Q1: 7,947 shares; 2025Q2: 8,417 shares; 2025Q3: 8,542 shares 8,542 $577K 0.07% +125 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,665 shares; 2024Q4: 8,881 shares; 2025Q1: 11,657 shares; 2025Q2: 11,313 shares; 2025Q3: 10,557 shares 10,557 $564K 0.07% -756 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: 669 shares; 2024Q4: 689 shares; 2025Q1: 715 shares; 2025Q2: 788 shares; 2025Q3: 1,327 shares 1,327 $560K 0.07% +539 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: 2,623 shares; 2025Q1: 2,691 shares; 2025Q2: 2,730 shares; 2025Q3: 2,798 shares 2,798 $548K 0.07% +68 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 1,903 shares; 2025Q1: 2,291 shares; 2025Q2: 2,057 shares; 2025Q3: 2,075 shares 2,075 $541K 0.07% +18 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,173 shares; 2024Q4: 4,664 shares; 2025Q1: 5,042 shares; 2025Q2: 5,548 shares; 2025Q3: 5,627 shares 5,627 $536K 0.06% +79 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: 2,439 shares; 2024Q4: 2,660 shares; 2025Q1: 2,888 shares; 2025Q2: 2,696 shares; 2025Q3: 2,172 shares 2,172 $536K 0.06% -524 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,538 shares; 2024Q4: 13,322 shares; 2025Q1: 10,444 shares; 2025Q2: 5,119 shares; 2025Q3: 4,974 shares 4,974 $531K 0.06% -145 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,324 shares; 2025Q2: 24,924 shares; 2025Q3: 20,466 shares 20,466 $526K 0.06% -4,458 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,335 shares; 2024Q4: 3,771 shares; 2025Q1: 4,009 shares; 2025Q2: 4,517 shares; 2025Q3: 4,707 shares 4,707 $522K 0.06% +190 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares 10,000 $514K 0.06% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,991 shares; 2024Q4: 2,039 shares; 2025Q1: 2,530 shares; 2025Q2: 2,388 shares; 2025Q3: 2,313 shares 2,313 $511K 0.06% -75 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,137 shares; 2024Q4: 2,180 shares; 2025Q1: 2,390 shares; 2025Q2: 2,962 shares; 2025Q3: 3,023 shares 3,023 $509K 0.06% +61 Timeline DGRO 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: 7,382 shares; 2024Q4: 7,382 shares; 2025Q1: 7,967 shares; 2025Q2: 7,467 shares; 2025Q3: 7,467 shares 7,467 $508K 0.06% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135 shares; 2024Q4: 1,108 shares; 2025Q1: 1,185 shares; 2025Q2: 1,219 shares; 2025Q3: 1,225 shares 1,225 $508K 0.06% +6 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: 1,511 shares; 2024Q4: 1,794 shares; 2025Q1: 1,961 shares; 2025Q2: 1,946 shares; 2025Q3: 2,347 shares 2,347 $507K 0.06% +401 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH 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: 5,647 shares; 2025Q3: 5,647 shares 5,647 $503K 0.06% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,546 shares; 2024Q4: 5,292 shares; 2025Q1: 5,698 shares; 2025Q2: 5,850 shares; 2025Q3: 5,941 shares 5,941 $503K 0.06% +91 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,184 shares; 2024Q4: 6,146 shares; 2025Q1: 6,224 shares; 2025Q2: 6,403 shares; 2025Q3: 6,386 shares 6,386 $502K 0.06% -17 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,690 shares; 2024Q4: 11,462 shares; 2025Q1: 20,461 shares; 2025Q2: 10,690 shares; 2025Q3: 11,086 shares 11,086 $501K 0.06% +396 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,636 shares; 2024Q4: 4,586 shares; 2025Q1: 4,655 shares; 2025Q2: 9,684 shares; 2025Q3: 10,196 shares 10,196 $500K 0.06% +512 Timeline IWN 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: 2,806 shares; 2024Q4: 2,806 shares; 2025Q1: 2,806 shares; 2025Q2: 2,806 shares; 2025Q3: 2,806 shares 2,806 $496K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,681 shares; 2025Q3: 1,681 shares 1,681 $494K 0.06% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917 shares; 2024Q4: 933 shares; 2025Q1: 946 shares; 2025Q2: 1,035 shares; 2025Q3: 989 shares 989 $494K 0.06% -46 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 1,608 shares; 2025Q1: 1,552 shares; 2025Q2: 1,562 shares; 2025Q3: 1,602 shares 1,602 $489K 0.06% +40 Timeline IOO 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: 4,042 shares; 2024Q4: 4,042 shares; 2025Q1: 4,042 shares; 2025Q2: 4,042 shares; 2025Q3: 4,042 shares 4,042 $485K 0.06% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,653 shares; 2025Q1: 1,712 shares; 2025Q2: 1,778 shares; 2025Q3: 1,788 shares 1,788 $483K 0.06% +10 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,072 shares; 2024Q4: 1,144 shares; 2025Q1: 1,307 shares; 2025Q2: 1,309 shares; 2025Q3: 1,354 shares 1,354 $476K 0.06% +45 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898 shares; 2024Q4: 2,073 shares; 2025Q1: 2,752 shares; 2025Q2: 2,121 shares; 2025Q3: 2,297 shares 2,297 $468K 0.06% +176 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: 21,817 shares; 2024Q4: 17,516 shares; 2025Q1: 19,874 shares; 2025Q2: 16,896 shares; 2025Q3: 17,922 shares 17,922 $457K 0.06% +1,026 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,120 shares; 2024Q4: 9,531 shares; 2025Q1: 9,761 shares; 2025Q2: 9,953 shares; 2025Q3: 10,051 shares 10,051 $452K 0.05% +98 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,328 shares; 2024Q4: 5,414 shares; 2025Q1: 5,368 shares; 2025Q2: 5,344 shares; 2025Q3: 5,466 shares 5,466 $452K 0.05% +122 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,170 shares; 2025Q1: 1,200 shares; 2025Q2: 1,353 shares; 2025Q3: 1,261 shares 1,261 $450K 0.05% -92 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,583 shares; 2025Q2: 5,474 shares; 2025Q3: 7,693 shares 7,693 $443K 0.05% +2,219 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: 2,989 shares; 2024Q4: 3,079 shares; 2025Q1: 3,128 shares; 2025Q2: 3,244 shares; 2025Q3: 3,285 shares 3,285 $438K 0.05% +41 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 1,125 shares; 2025Q1: 1,361 shares; 2025Q2: 1,170 shares; 2025Q3: 1,114 shares 1,114 $436K 0.05% -56 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: 2,264 shares; 2024Q4: 2,304 shares; 2025Q1: 2,338 shares; 2025Q2: 2,340 shares; 2025Q3: 2,528 shares 2,528 $430K 0.05% +188 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $424K 0.05% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,761 shares; 2024Q4: 4,949 shares; 2025Q1: 5,138 shares; 2025Q2: 5,259 shares; 2025Q3: 5,023 shares 5,023 $422K 0.05% -236 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,663 shares; 2024Q4: 3,144 shares; 2025Q1: 3,385 shares; 2025Q2: 3,396 shares; 2025Q3: 3,676 shares 3,676 $421K 0.05% +280 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,994 shares; 2025Q1: 1,988 shares; 2025Q2: 2,356 shares; 2025Q3: 2,457 shares 2,457 $420K 0.05% +101 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: 716 shares; 2024Q4: 716 shares; 2025Q1: 791 shares; 2025Q2: 716 shares; 2025Q3: 699 shares 699 $417K 0.05% -17 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 11,445 shares; 2025Q2: 11,445 shares; 2025Q3: 11,445 shares 11,445 $416K 0.05% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 477 shares; 2025Q1: 495 shares; 2025Q2: 507 shares; 2025Q3: 530 shares 530 $415K 0.05% +23 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,827 shares; 2024Q4: 2,898 shares; 2025Q1: 3,027 shares; 2025Q2: 3,285 shares; 2025Q3: 3,165 shares 3,165 $408K 0.05% -120 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,969 shares; 2024Q4: 5,969 shares; 2025Q1: 5,938 shares; 2025Q2: 5,938 shares; 2025Q3: 5,938 shares 5,938 $407K 0.05% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,370 shares; 2024Q4: 17,891 shares; 2025Q1: 16,273 shares; 2025Q2: 17,112 shares; 2025Q3: 12,923 shares 12,923 $406K 0.05% -4,189 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 836 shares; 2025Q1: 872 shares; 2025Q2: 926 shares; 2025Q3: 951 shares 951 $405K 0.05% +25 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: 427 shares; 2024Q4: 467 shares; 2025Q1: 495 shares; 2025Q2: 562 shares; 2025Q3: 817 shares 817 $403K 0.05% +255 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: 1,128 shares; 2024Q4: 1,127 shares; 2025Q1: 1,156 shares; 2025Q2: 1,246 shares; 2025Q3: 1,229 shares 1,229 $398K 0.05% -17 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: 1,384 shares; 2024Q4: 1,746 shares; 2025Q1: 1,886 shares; 2025Q2: 2,188 shares; 2025Q3: 2,025 shares 2,025 $394K 0.05% -163 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,965 shares; 2024Q4: 2,883 shares; 2025Q1: 2,908 shares; 2025Q2: 2,985 shares; 2025Q3: 3,089 shares 3,089 $392K 0.05% +104 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 867 shares; 2025Q3: 822 shares 822 $385K 0.05% -45 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: 409 shares; 2025Q1: 435 shares; 2025Q2: 499 shares; 2025Q3: 506 shares 506 $384K 0.05% +7 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: 2,589 shares; 2024Q4: 2,719 shares; 2025Q1: 2,664 shares; 2025Q2: 2,778 shares; 2025Q3: 2,898 shares 2,898 $380K 0.05% +120 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: 4,202 shares; 2024Q4: 4,293 shares; 2025Q1: 4,292 shares; 2025Q2: 4,557 shares; 2025Q3: 4,563 shares 4,563 $376K 0.05% +6 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 1,777 shares; 2025Q1: 1,854 shares; 2025Q2: 1,991 shares; 2025Q3: 2,107 shares 2,107 $375K 0.05% +116 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,394 shares; 2024Q4: 5,671 shares; 2025Q1: 5,982 shares; 2025Q2: 6,017 shares; 2025Q3: 6,146 shares 6,146 $375K 0.05% +129 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 3,154 shares; 2025Q1: 3,263 shares; 2025Q2: 3,314 shares; 2025Q3: 3,398 shares 3,398 $374K 0.05% +84 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: 9,097 shares; 2024Q4: 8,633 shares; 2025Q1: 7,468 shares; 2025Q2: 4,554 shares; 2025Q3: 4,725 shares 4,725 $370K 0.04% +171 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: not reported; 2025Q1: 4,756 shares; 2025Q2: 4,801 shares; 2025Q3: 4,906 shares 4,906 $370K 0.04% +105 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,698 shares; 2024Q4: 1,722 shares; 2025Q1: 1,840 shares; 2025Q2: 1,897 shares; 2025Q3: 1,830 shares 1,830 $369K 0.04% -67 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,176 shares; 2024Q4: 12,176 shares; 2025Q1: 12,176 shares; 2025Q2: 12,176 shares; 2025Q3: 7,176 shares 7,176 $366K 0.04% -5,000 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: 2,361 shares; 2025Q1: 2,360 shares; 2025Q2: 2,310 shares; 2025Q3: 2,356 shares 2,356 $366K 0.04% +46 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: 3,436 shares; 2024Q4: 3,313 shares; 2025Q1: 3,242 shares; 2025Q2: 3,743 shares; 2025Q3: 3,849 shares 3,849 $365K 0.04% +106 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,035 shares; 2024Q4: 6,449 shares; 2025Q1: 6,621 shares; 2025Q2: 6,702 shares; 2025Q3: 6,687 shares 6,687 $364K 0.04% -15 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,195 shares; 2024Q4: 7,483 shares; 2025Q1: 7,013 shares; 2025Q2: 6,978 shares; 2025Q3: 7,351 shares 7,351 $355K 0.04% +373 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,635 shares; 2024Q4: 4,519 shares; 2025Q1: 4,438 shares; 2025Q2: 4,269 shares; 2025Q3: 4,268 shares 4,268 $351K 0.04% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 469 shares; 2025Q3: 469 shares 469 $350K 0.04% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,766 shares; 2025Q1: 2,224 shares; 2025Q2: 2,020 shares; 2025Q3: 1,815 shares 1,815 $349K 0.04% -205 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,106 shares; 2024Q4: 2,042 shares; 2025Q1: 2,054 shares; 2025Q2: 2,097 shares; 2025Q3: 2,205 shares 2,205 $349K 0.04% +108 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,149 shares; 2025Q1: 1,187 shares; 2025Q2: 1,225 shares; 2025Q3: 1,229 shares 1,229 $343K 0.04% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,746 shares; 2025Q3: 3,978 shares 3,978 $335K 0.04% +232 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 4,155 shares; 2025Q2: 6,007 shares; 2025Q3: 6,007 shares 6,007 $335K 0.04% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 827 shares; 2025Q1: 901 shares; 2025Q2: 946 shares; 2025Q3: 965 shares 965 $334K 0.04% +19 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: 6,219 shares; 2024Q4: 7,709 shares; 2025Q1: 8,351 shares; 2025Q2: 7,953 shares; 2025Q3: 7,300 shares 7,300 $329K 0.04% -653 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 827 shares; 2025Q1: 860 shares; 2025Q2: 986 shares; 2025Q3: 1,023 shares 1,023 $325K 0.04% +37 Timeline DYNF 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: 4,366 shares; 2024Q4: 4,470 shares; 2025Q1: 4,186 shares; 2025Q2: 4,516 shares; 2025Q3: 5,475 shares 5,475 $324K 0.04% +959 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 908 shares; 2025Q1: 961 shares; 2025Q2: 1,191 shares; 2025Q3: 1,226 shares 1,226 $318K 0.04% +35 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,356 shares; 2025Q1: 2,503 shares; 2025Q2: 2,784 shares; 2025Q3: 2,779 shares 2,779 $310K 0.04% -5 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: 830 shares; 2024Q4: 875 shares; 2025Q1: 960 shares; 2025Q2: 994 shares; 2025Q3: 998 shares 998 $309K 0.04% +4 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: 1,265 shares; 2024Q4: 1,329 shares; 2025Q1: 1,357 shares; 2025Q2: 1,425 shares; 2025Q3: 1,530 shares 1,530 $307K 0.04% +105 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 2,334 shares; 2025Q1: 2,290 shares; 2025Q2: 2,193 shares; 2025Q3: 2,097 shares 2,097 $307K 0.04% -96 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,145 shares; 2025Q3: 4,690 shares 4,690 $305K 0.04% +545 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: 1,010 shares; 2024Q4: 1,002 shares; 2025Q1: 1,102 shares; 2025Q2: 1,108 shares; 2025Q3: 1,041 shares 1,041 $300K 0.04% -67 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,442 shares; 2025Q1: 1,454 shares; 2025Q2: 1,516 shares; 2025Q3: 1,550 shares 1,550 $291K 0.04% +34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,183 shares; 2025Q3: 1,041 shares 1,041 $291K 0.04% -142 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 404 shares 404 $290K 0.04% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,085 shares; 2024Q4: 7,150 shares; 2025Q1: 7,462 shares; 2025Q2: 6,981 shares; 2025Q3: 7,400 shares 7,400 $290K 0.04% +419 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,939 shares; 2025Q2: 4,147 shares; 2025Q3: 4,284 shares 4,284 $288K 0.03% +137 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: 821 shares; 2024Q4: 870 shares; 2025Q1: 971 shares; 2025Q2: 1,069 shares; 2025Q3: 1,104 shares 1,104 $288K 0.03% +35 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: not reported; 2024Q4: 9,078 shares; 2025Q1: 6,862 shares; 2025Q2: 6,862 shares; 2025Q3: 6,669 shares 6,669 $285K 0.03% -193 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 617 shares; 2025Q3: 623 shares 623 $285K 0.03% +6 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 435 shares; 2025Q3: 445 shares 445 $284K 0.03% +10 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 578 shares; 2025Q1: 750 shares; 2025Q2: 651 shares; 2025Q3: 569 shares 569 $284K 0.03% -82 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: 1,143 shares; 2024Q4: 1,143 shares; 2025Q1: 1,143 shares; 2025Q2: 1,401 shares; 2025Q3: 1,387 shares 1,387 $282K 0.03% -14 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: 2,826 shares; 2025Q1: 2,602 shares; 2025Q2: 2,895 shares; 2025Q3: 2,906 shares 2,906 $280K 0.03% +11 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,370 shares; 2025Q1: 1,385 shares; 2025Q2: 1,426 shares; 2025Q3: 1,491 shares 1,491 $279K 0.03% +65 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: not reported; 2025Q1: 888 shares; 2025Q2: 993 shares; 2025Q3: 1,011 shares 1,011 $277K 0.03% +18 Timeline IDV 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: 6,556 shares; 2025Q2: 7,532 shares; 2025Q3: 7,532 shares 7,532 $275K 0.03% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 869 shares; 2025Q1: not reported; 2025Q2: 884 shares; 2025Q3: 889 shares 889 $273K 0.03% +5 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: not reported; 2024Q4: not reported; 2025Q1: 2,873 shares; 2025Q2: 2,446 shares; 2025Q3: 2,465 shares 2,465 $272K 0.03% +19 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: 701 shares; 2024Q4: 638 shares; 2025Q1: 647 shares; 2025Q2: 630 shares; 2025Q3: 632 shares 632 $272K 0.03% +2 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: 3,318 shares; 2024Q4: 3,618 shares; 2025Q1: 3,430 shares; 2025Q2: 3,875 shares; 2025Q3: 3,977 shares 3,977 $267K 0.03% +102 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,497 shares; 2025Q1: not reported; 2025Q2: 3,724 shares; 2025Q3: 3,731 shares 3,731 $265K 0.03% +7 Timeline DMAC DIAMEDICA THERAPEUTICS INC More: the full row for DIAMEDICA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,457 shares; 2024Q4: 38,457 shares; 2025Q1: 38,457 shares; 2025Q2: 38,457 shares; 2025Q3: 38,457 shares 38,457 $264K 0.03% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,086 shares; 2024Q4: 3,731 shares; 2025Q1: 3,774 shares; 2025Q2: 3,699 shares; 2025Q3: 3,700 shares 3,700 $263K 0.03% +1 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 451 shares; 2025Q1: 477 shares; 2025Q2: 533 shares; 2025Q3: 549 shares 549 $262K 0.03% +16 Timeline GHYB 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: 7,650 shares; 2024Q4: 7,538 shares; 2025Q1: 7,538 shares; 2025Q2: 5,688 shares; 2025Q3: 5,688 shares 5,688 $261K 0.03% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 3,665 shares; 2025Q1: 3,876 shares; 2025Q2: 3,141 shares; 2025Q3: 3,696 shares 3,696 $258K 0.03% +555 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: not reported; 2024Q4: not reported; 2025Q1: 4,640 shares; 2025Q2: 5,821 shares; 2025Q3: 5,821 shares 5,821 $256K 0.03% 0 Timeline EFV 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: 3,502 shares; 2024Q4: 4,153 shares; 2025Q1: not reported; 2025Q2: 4,905 shares; 2025Q3: 3,762 shares 3,762 $255K 0.03% -1,143 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: not reported; 2025Q1: 1,697 shares; 2025Q2: 1,735 shares; 2025Q3: 1,867 shares 1,867 $254K 0.03% +132 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,526 shares; 2024Q4: 6,755 shares; 2025Q1: 6,801 shares; 2025Q2: 7,271 shares; 2025Q3: 6,465 shares 6,465 $253K 0.03% -806 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 3,957 shares; 2025Q1: 4,046 shares; 2025Q2: 4,322 shares; 2025Q3: 4,402 shares 4,402 $250K 0.03% +80 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: 3,014 shares; 2024Q4: 3,019 shares; 2025Q1: 2,992 shares; 2025Q2: 3,245 shares; 2025Q3: 3,119 shares 3,119 $249K 0.03% -126 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: 9,375 shares; 2025Q1: not reported; 2025Q2: 10,042 shares; 2025Q3: 10,147 shares 10,147 $249K 0.03% +105 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,178 shares; 2024Q4: 1,189 shares; 2025Q1: 1,228 shares; 2025Q2: 1,311 shares; 2025Q3: 1,319 shares 1,319 $248K 0.03% +8 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: not reported; 2024Q4: not reported; 2025Q1: 3,407 shares; 2025Q2: 3,587 shares; 2025Q3: 3,656 shares 3,656 $247K 0.03% +69 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,488 shares; 2024Q4: 3,698 shares; 2025Q1: 3,828 shares; 2025Q2: 4,043 shares; 2025Q3: 4,112 shares 4,112 $245K 0.03% +69 Timeline HUM HUMANA INC More: the full row for HUMANA 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: 938 shares 938 $244K 0.03% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,143 shares; 2025Q2: 7,785 shares; 2025Q3: 8,590 shares 8,590 $243K 0.03% +805 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 1,080 shares; 2025Q1: 1,084 shares; 2025Q2: 1,098 shares; 2025Q3: 1,109 shares 1,109 $240K 0.03% +11 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,522 shares; 2025Q1: not reported; 2025Q2: 1,887 shares; 2025Q3: 1,904 shares 1,904 $240K 0.03% +17 Timeline RMD RESMED INC More: the full row for RESMED 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: 854 shares; 2025Q3: 867 shares 867 $237K 0.03% +13 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: not reported; 2025Q2: not reported; 2025Q3: 4,701 shares 4,701 $237K 0.03% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: 8,994 shares; 2025Q1: 8,994 shares; 2025Q2: 8,994 shares; 2025Q3: 8,994 shares 8,994 $237K 0.03% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS 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: 1,171 shares 1,171 $236K 0.03% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE 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: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares 55 $236K 0.03% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,620 shares 2,620 $236K 0.03% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,059 shares; 2025Q3: 1,092 shares 1,092 $234K 0.03% +33 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,935 shares; 2025Q3: 2,053 shares 2,053 $231K 0.03% +118 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 814 shares; 2025Q1: 1,029 shares; 2025Q2: 1,228 shares; 2025Q3: 714 shares 714 $231K 0.03% -514 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 970 shares 970 $229K 0.03% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,343 shares; 2025Q3: 1,410 shares 1,410 $228K 0.03% +67 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,122 shares; 2024Q4: 2,808 shares; 2025Q1: 2,780 shares; 2025Q2: not reported; 2025Q3: 2,927 shares 2,927 $228K 0.03% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,273 shares; 2025Q3: 1,316 shares 1,316 $228K 0.03% +43 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,861 shares; 2024Q4: not reported; 2025Q1: 6,916 shares; 2025Q2: 6,363 shares; 2025Q3: 6,458 shares 6,458 $226K 0.03% +95 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES 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: 4,828 shares 4,828 $225K 0.03% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 357 shares 357 $225K 0.03% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,133 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,314 shares 1,314 $223K 0.03% new Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,614 shares; 2024Q4: 3,356 shares; 2025Q1: 3,069 shares; 2025Q2: 2,976 shares; 2025Q3: 2,914 shares 2,914 $218K 0.03% -62 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 964 shares; 2025Q1: 983 shares; 2025Q2: not reported; 2025Q3: 922 shares 922 $217K 0.03% new Timeline FDL 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: 7,159 shares; 2024Q4: 7,159 shares; 2025Q1: 7,159 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $217K 0.03% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 796 shares 796 $217K 0.03% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 262 shares 262 $216K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 607 shares; 2025Q3: 618 shares 618 $216K 0.03% +11 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,413 shares; 2025Q3: 1,421 shares 1,421 $216K 0.03% +8 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 597 shares; 2025Q2: not reported; 2025Q3: 622 shares 622 $215K 0.03% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,300 shares; 2025Q3: 10,941 shares 10,941 $214K 0.03% +641 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: 6,817 shares; 2024Q4: 6,846 shares; 2025Q1: 7,278 shares; 2025Q2: not reported; 2025Q3: 4,672 shares 4,672 $214K 0.03% new Timeline KKR KKR & CO INC More: the full row for KKR & CO 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: 1,635 shares 1,635 $212K 0.03% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,669 shares; 2025Q3: 3,477 shares 3,477 $211K 0.03% -192 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220 shares 220 $210K 0.03% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 2,373 shares; 2025Q1: not reported; 2025Q2: 2,321 shares; 2025Q3: 2,314 shares 2,314 $208K 0.03% -7 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 1,752 shares 1,752 $208K 0.03% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,746 shares; 2024Q4: 11,085 shares; 2025Q1: 14,208 shares; 2025Q2: 16,777 shares; 2025Q3: 17,231 shares 17,231 $206K 0.02% +454 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 899 shares 899 $205K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,234 shares; 2025Q2: not reported; 2025Q3: 2,238 shares 2,238 $205K 0.02% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 151 shares; 2025Q2: 161 shares; 2025Q3: 154 shares 154 $203K 0.02% -7 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,212 shares 2,212 $201K 0.02% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,029 shares; 2025Q3: 3,130 shares 3,130 $201K 0.02% +101 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY 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: 4,111 shares 4,111 $200K 0.02% new Timeline ABOS ACUMEN PHARMACEUTICALS INC More: the full row for ACUMEN PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,699 shares; 2024Q4: 89,699 shares; 2025Q1: 89,699 shares; 2025Q2: 89,699 shares; 2025Q3: 89,699 shares 89,699 $153K 0.02% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,775 shares; 2024Q4: 15,715 shares; 2025Q1: 15,715 shares; 2025Q2: 15,715 shares; 2025Q3: 15,715 shares 15,715 $121K 0.01% 0 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,368 shares 10,368 $108K 0.01% new Timeline