IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 504,175 shares; 2024Q3: 518,121 shares; 2024Q4: 513,822 shares; 2025Q1: 521,033 shares; 2025Q2: 524,408 shares 524,408 $326M 27.5% +3,375 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,415,964 shares; 2024Q3: 1,505,372 shares; 2024Q4: 1,623,500 shares; 2025Q1: 1,667,009 shares; 2025Q2: 1,706,856 shares 1,706,856 $169M 14.3% +39,847 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 981,649 shares; 2024Q3: 1,080,264 shares; 2024Q4: 1,168,046 shares; 2025Q1: 1,288,421 shares; 2025Q2: 1,393,877 shares 1,393,877 $96.3M 8.13% +105,456 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 353,026 shares; 2024Q3: 367,213 shares; 2024Q4: 355,986 shares; 2025Q1: 368,806 shares; 2025Q2: 374,574 shares 374,574 $72.2M 6.1% +5,768 Timeline BSV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 631,291 shares; 2024Q3: 685,519 shares; 2024Q4: 768,667 shares; 2025Q1: 832,332 shares; 2025Q2: 880,583 shares 880,583 $69.3M 5.85% +48,251 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 606,225 shares; 2024Q3: 861,538 shares; 2024Q4: 1,061,333 shares; 2025Q1: 1,180,960 shares; 2025Q2: 1,284,697 shares 1,284,697 $68.5M 5.78% +103,737 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 653,288 shares; 2024Q3: 640,551 shares; 2024Q4: 615,902 shares; 2025Q1: 583,653 shares; 2025Q2: 547,596 shares 547,596 $36.8M 3.11% -36,057 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 509,185 shares; 2024Q3: 511,123 shares; 2024Q4: 497,441 shares; 2025Q1: 478,972 shares; 2025Q2: 446,500 shares 446,500 $34.5M 2.92% -32,472 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 52,725 shares; 2024Q3: 57,522 shares; 2024Q4: 56,136 shares; 2025Q1: 52,408 shares; 2025Q2: 50,360 shares 50,360 $28.6M 2.42% -2,048 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 77,966 shares; 2024Q3: 81,105 shares; 2024Q4: 79,499 shares; 2025Q1: 76,690 shares; 2025Q2: 76,406 shares 76,406 $15.7M 1.32% -284 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 254,230 shares; 2024Q3: 265,070 shares; 2024Q4: 259,282 shares; 2025Q1: 254,590 shares; 2025Q2: 253,505 shares 253,505 $13.4M 1.13% -1,085 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 86,159 shares; 2024Q3: 86,860 shares; 2024Q4: 86,941 shares; 2025Q1: 86,164 shares; 2025Q2: 82,033 shares 82,033 $10.5M 0.89% -4,131 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 136,765 shares; 2024Q3: 142,433 shares; 2024Q4: 143,993 shares; 2025Q1: 141,453 shares; 2025Q2: 148,797 shares 148,797 $9.75M 0.82% +7,344 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 77,915 shares; 2024Q3: 78,552 shares; 2024Q4: 75,462 shares; 2025Q1: 76,390 shares; 2025Q2: 75,706 shares 75,706 $9.6M 0.81% -684 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 141,273 shares; 2024Q3: 134,473 shares; 2024Q4: 131,693 shares; 2025Q1: 133,318 shares; 2025Q2: 126,464 shares 126,464 $9.31M 0.79% -6,854 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 153,432 shares; 2024Q3: 153,116 shares; 2024Q4: 151,008 shares; 2025Q1: 148,181 shares; 2025Q2: 140,531 shares 140,531 $8.56M 0.72% -7,650 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 73,405 shares; 2024Q3: 79,647 shares; 2024Q4: 80,374 shares; 2025Q1: 84,443 shares; 2025Q2: 88,656 shares 88,656 $8.39M 0.71% +4,213 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 74,251 shares; 2024Q3: 73,448 shares; 2024Q4: 71,925 shares; 2025Q1: 72,619 shares; 2025Q2: 72,578 shares 72,578 $7.99M 0.68% -41 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 55,620 shares; 2024Q3: 55,065 shares; 2024Q4: 54,857 shares; 2025Q1: 53,481 shares; 2025Q2: 54,393 shares 54,393 $5.96M 0.5% +912 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 263,533 shares; 2024Q3: 257,270 shares; 2024Q4: 256,355 shares; 2025Q1: 246,360 shares; 2025Q2: 242,692 shares 242,692 $5.4M 0.46% -3,668 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,338 shares; 2024Q3: 9,622 shares; 2024Q4: 9,826 shares; 2025Q1: 10,200 shares; 2025Q2: 10,639 shares 10,639 $5.29M 0.45% +439 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,799 shares; 2024Q3: 26,175 shares; 2024Q4: 25,496 shares; 2025Q1: 27,744 shares; 2025Q2: 27,067 shares 27,067 $5.29M 0.45% -677 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,838 shares; 2024Q3: 9,510 shares; 2024Q4: 9,755 shares; 2025Q1: 10,178 shares; 2025Q2: 10,171 shares 10,171 $4.46M 0.38% -7 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,399 shares; 2024Q3: 8,212 shares; 2024Q4: 7,587 shares; 2025Q1: 7,001 shares; 2025Q2: 6,890 shares 6,890 $4.26M 0.36% -111 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,423 shares; 2024Q3: 20,782 shares; 2024Q4: 21,842 shares; 2025Q1: 23,310 shares; 2025Q2: 23,686 shares 23,686 $4.19M 0.35% +376 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 105,203 shares; 2024Q3: 102,503 shares; 2024Q4: 98,031 shares; 2025Q1: 90,061 shares; 2025Q2: 82,446 shares 82,446 $4.17M 0.35% -7,615 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,660 shares; 2024Q3: 16,413 shares; 2024Q4: 16,415 shares; 2025Q1: 16,426 shares; 2025Q2: 16,426 shares 16,426 $3.91M 0.33% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,085 shares; 2024Q3: 13,430 shares; 2024Q4: 13,148 shares; 2025Q1: 12,967 shares; 2025Q2: 12,537 shares 12,537 $3.81M 0.32% -430 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 38,441 shares; 2024Q3: 40,551 shares; 2024Q4: 40,990 shares; 2025Q1: 41,831 shares; 2025Q2: 39,979 shares 39,979 $3.69M 0.31% -1,852 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,481 shares; 2024Q3: 18,713 shares; 2024Q4: 18,430 shares; 2025Q1: 18,342 shares; 2025Q2: 17,832 shares 17,832 $3.65M 0.31% -510 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 69,566 shares; 2024Q3: 66,513 shares; 2024Q4: 61,687 shares; 2025Q1: 59,677 shares; 2025Q2: 58,031 shares 58,031 $3.64M 0.31% -1,646 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 107,737 shares; 2024Q3: 120,770 shares; 2024Q4: 123,466 shares; 2025Q1: 129,665 shares; 2025Q2: 133,360 shares 133,360 $3.36M 0.28% +3,695 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 39,778 shares; 2024Q3: 51,779 shares; 2024Q4: 65,739 shares; 2025Q1: 67,234 shares; 2025Q2: 67,617 shares 67,617 $3.21M 0.27% +383 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50,379 shares; 2024Q3: 53,545 shares; 2024Q4: 55,150 shares; 2025Q1: 54,809 shares; 2025Q2: 54,416 shares 54,416 $3.1M 0.26% -393 Timeline VGK 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 46,219 shares; 2024Q3: 45,570 shares; 2024Q4: 44,889 shares; 2025Q1: 38,563 shares; 2025Q2: 35,776 shares 35,776 $2.77M 0.23% -2,787 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,735 shares; 2024Q3: 8,797 shares; 2024Q4: 8,821 shares; 2025Q1: 8,746 shares; 2025Q2: 9,056 shares 9,056 $2.63M 0.22% +310 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 59,890 shares; 2024Q3: 59,953 shares; 2024Q4: 57,105 shares; 2025Q1: 58,280 shares; 2025Q2: 60,528 shares 60,528 $2.5M 0.21% +2,248 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32,539 shares; 2024Q3: 31,554 shares; 2024Q4: 31,035 shares; 2025Q1: 30,412 shares; 2025Q2: 28,685 shares 28,685 $2.38M 0.2% -1,727 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 28,979 shares; 2024Q3: 29,002 shares; 2024Q4: 28,387 shares; 2025Q1: 26,088 shares; 2025Q2: 25,596 shares 25,596 $2.28M 0.19% -492 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 14,217 shares; 2024Q4: 15,993 shares; 2025Q1: 16,098 shares; 2025Q2: 16,034 shares 16,034 $2.26M 0.19% -64 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,233 shares; 2024Q3: 15,778 shares; 2024Q4: 13,338 shares; 2025Q1: 12,727 shares; 2025Q2: 12,461 shares 12,461 $2.16M 0.18% -266 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,192 shares; 2024Q3: 2,208 shares; 2024Q4: 2,244 shares; 2025Q1: 3,847 shares; 2025Q2: 4,134 shares 4,134 $2.01M 0.17% +287 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,243 shares; 2024Q3: 11,177 shares; 2024Q4: 12,930 shares; 2025Q1: 12,698 shares; 2025Q2: 12,880 shares 12,880 $1.97M 0.17% +182 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,940 shares; 2024Q3: 16,749 shares; 2024Q4: 16,671 shares; 2025Q1: 16,557 shares; 2025Q2: 16,460 shares 16,460 $1.91M 0.16% -97 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 41,117 shares; 2024Q3: 41,679 shares; 2024Q4: 39,964 shares; 2025Q1: 37,142 shares; 2025Q2: 37,200 shares 37,200 $1.81M 0.15% +58 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,438 shares; 2024Q3: 11,628 shares; 2024Q4: 11,886 shares; 2025Q1: 13,224 shares; 2025Q2: 13,445 shares 13,445 $1.79M 0.15% +221 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,601 shares 8,601 $1.79M 0.15% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,139 shares; 2024Q3: 8,168 shares; 2024Q4: 6,851 shares; 2025Q1: 6,542 shares; 2025Q2: 6,542 shares 6,542 $1.78M 0.15% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,358 shares; 2024Q3: 6,361 shares; 2024Q4: 7,093 shares; 2025Q1: 7,360 shares; 2025Q2: 7,723 shares 7,723 $1.69M 0.14% +363 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 70,494 shares; 2024Q3: 72,802 shares; 2024Q4: 75,417 shares; 2025Q1: 76,658 shares; 2025Q2: 72,304 shares 72,304 $1.68M 0.14% -4,354 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,882 shares; 2024Q3: 8,964 shares; 2024Q4: 8,647 shares; 2025Q1: 9,923 shares; 2025Q2: 10,255 shares 10,255 $1.62M 0.14% +332 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,080 shares; 2024Q3: 8,792 shares; 2024Q4: 8,459 shares; 2025Q1: 8,537 shares; 2025Q2: 8,671 shares 8,671 $1.61M 0.14% +134 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,970 shares; 2024Q3: 9,897 shares; 2024Q4: 9,829 shares; 2025Q1: 9,335 shares; 2025Q2: 9,284 shares 9,284 $1.61M 0.14% -51 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,791 shares; 2024Q3: 10,457 shares; 2024Q4: 10,280 shares; 2025Q1: 10,295 shares; 2025Q2: 10,084 shares 10,084 $1.61M 0.14% -211 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,510 shares; 2024Q3: 20,326 shares; 2024Q4: 19,508 shares; 2025Q1: 19,161 shares; 2025Q2: 14,722 shares 14,722 $1.59M 0.13% -4,439 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,175 shares; 2024Q3: 3,126 shares; 2024Q4: 3,103 shares; 2025Q1: 2,961 shares; 2025Q2: 2,958 shares 2,958 $1.59M 0.13% -3 Timeline VPL 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,728 shares; 2024Q3: 23,080 shares; 2024Q4: 22,844 shares; 2025Q1: 20,744 shares; 2025Q2: 19,279 shares 19,279 $1.58M 0.13% -1,465 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,080 shares; 2024Q3: 18,633 shares; 2024Q4: 17,897 shares; 2025Q1: 17,687 shares; 2025Q2: 17,451 shares 17,451 $1.52M 0.13% -236 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,871 shares; 2024Q3: 11,261 shares; 2024Q4: 11,237 shares; 2025Q1: 11,242 shares; 2025Q2: 11,212 shares 11,212 $1.52M 0.13% -30 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,966 shares; 2024Q3: 16,634 shares; 2024Q4: 14,656 shares; 2025Q1: 16,087 shares; 2025Q2: 17,543 shares 17,543 $1.46M 0.12% +1,456 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,954 shares; 2024Q3: 6,066 shares; 2024Q4: 5,974 shares; 2025Q1: 5,647 shares; 2025Q2: 5,264 shares 5,264 $1.31M 0.11% -383 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 7,554 shares; 2024Q4: not reported; 2025Q1: 7,563 shares; 2025Q2: 7,563 shares 7,563 $1.28M 0.11% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 33,685 shares; 2024Q3: 34,542 shares; 2024Q4: 30,738 shares; 2025Q1: 26,430 shares; 2025Q2: 24,956 shares 24,956 $1.23M 0.1% -1,474 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,563 shares; 2024Q3: 2,343 shares; 2024Q4: 2,348 shares; 2025Q1: 1,863 shares; 2025Q2: 1,802 shares 1,802 $1.2M 0.1% -61 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,013 shares; 2024Q3: 8,618 shares; 2024Q4: 8,443 shares; 2025Q1: 7,982 shares; 2025Q2: 8,150 shares 8,150 $1.19M 0.1% +168 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 237 shares; 2024Q3: 3,979 shares; 2024Q4: 4,371 shares; 2025Q1: 4,605 shares; 2025Q2: 4,302 shares 4,302 $1.19M 0.1% -303 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,012 shares; 2024Q3: 2,297 shares; 2024Q4: 2,297 shares; 2025Q1: 2,297 shares; 2025Q2: 9,196 shares 9,196 $1.18M 0.1% +6,899 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,655 shares; 2024Q3: 7,387 shares; 2024Q4: 7,313 shares; 2025Q1: 7,277 shares; 2025Q2: 6,431 shares 6,431 $1.14M 0.1% -846 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,500 shares; 2024Q3: 2,550 shares; 2024Q4: 2,551 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares 2,550 $1.13M 0.1% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,800 shares; 2024Q3: 5,749 shares; 2024Q4: 5,468 shares; 2025Q1: 5,472 shares; 2025Q2: 5,138 shares 5,138 $1.11M 0.09% -334 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,214 shares; 2024Q3: 11,604 shares; 2024Q4: 13,595 shares; 2025Q1: 13,922 shares; 2025Q2: 13,740 shares 13,740 $1.09M 0.09% -182 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,483 shares; 2024Q3: 18,584 shares; 2024Q4: 17,013 shares; 2025Q1: 16,263 shares; 2025Q2: 16,949 shares 16,949 $1.08M 0.09% +686 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,990 shares; 2024Q3: 19,024 shares; 2024Q4: 18,142 shares; 2025Q1: 16,156 shares; 2025Q2: 15,278 shares 15,278 $1.04M 0.09% -878 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,037 shares; 2024Q3: 1,061 shares; 2024Q4: 1,039 shares; 2025Q1: 1,097 shares; 2025Q2: 1,299 shares 1,299 $1.01M 0.09% +202 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,213 shares; 2024Q3: 1,827 shares; 2024Q4: 1,893 shares; 2025Q1: 2,105 shares; 2025Q2: 2,847 shares 2,847 $1.01M 0.09% +742 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,916 shares; 2024Q3: 6,065 shares; 2024Q4: 6,337 shares; 2025Q1: 6,025 shares; 2025Q2: 5,526 shares 5,526 $980K 0.08% -499 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,631 shares; 2024Q3: 1,750 shares; 2024Q4: 1,751 shares; 2025Q1: 1,821 shares; 2025Q2: 1,775 shares 1,775 $979K 0.08% -46 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,045 shares; 2024Q3: 3,314 shares; 2024Q4: 3,374 shares; 2025Q1: 3,695 shares; 2025Q2: 4,033 shares 4,033 $956K 0.08% +338 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 979 shares; 2024Q4: 1,004 shares; 2025Q1: 1,114 shares; 2025Q2: 1,687 shares 1,687 $948K 0.08% +573 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,421 shares; 2024Q3: 15,523 shares; 2024Q4: 14,648 shares; 2025Q1: 16,225 shares; 2025Q2: 14,963 shares 14,963 $928K 0.08% -1,262 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,489 shares; 2024Q3: 2,800 shares; 2024Q4: 2,793 shares; 2025Q1: 2,802 shares; 2025Q2: 2,499 shares 2,499 $916K 0.08% -303 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,382 shares; 2024Q3: 9,618 shares; 2024Q4: 9,212 shares; 2025Q1: 9,343 shares; 2025Q2: 9,263 shares 9,263 $906K 0.08% -80 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,546 shares; 2024Q3: 1,853 shares; 2024Q4: 1,848 shares; 2025Q1: 1,854 shares; 2025Q2: 1,764 shares 1,764 $897K 0.08% -90 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,227 shares; 2024Q3: 5,584 shares; 2024Q4: 5,587 shares; 2025Q1: 5,022 shares; 2025Q2: 4,881 shares 4,881 $894K 0.08% -141 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,456 shares; 2024Q3: 13,479 shares; 2024Q4: 13,071 shares; 2025Q1: 13,116 shares; 2025Q2: 12,577 shares 12,577 $873K 0.07% -539 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,939 shares; 2024Q3: 6,289 shares; 2024Q4: 6,212 shares; 2025Q1: 6,405 shares; 2025Q2: 6,379 shares 6,379 $861K 0.07% -26 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,173 shares; 2024Q3: 4,385 shares; 2024Q4: 4,389 shares; 2025Q1: 4,465 shares; 2025Q2: 4,525 shares 4,525 $854K 0.07% +60 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,471 shares; 2024Q3: 5,333 shares; 2024Q4: 5,330 shares; 2025Q1: 5,318 shares; 2025Q2: 5,672 shares 5,672 $841K 0.07% +354 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 555 shares; 2024Q3: 578 shares; 2024Q4: 589 shares; 2025Q1: 2,011 shares; 2025Q2: 1,979 shares 1,979 $803K 0.07% -32 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,895 shares; 2024Q3: 3,411 shares; 2024Q4: 3,402 shares; 2025Q1: 3,433 shares; 2025Q2: 2,715 shares 2,715 $793K 0.07% -718 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,027 shares; 2024Q3: 3,736 shares; 2024Q4: 3,943 shares; 2025Q1: 4,395 shares; 2025Q2: 4,342 shares 4,342 $765K 0.06% -53 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,887 shares; 2024Q3: 6,341 shares; 2024Q4: 6,274 shares; 2025Q1: 6,297 shares; 2025Q2: 5,740 shares 5,740 $758K 0.06% -557 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 944 shares 944 $744K 0.06% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,570 shares; 2024Q3: 3,870 shares; 2024Q4: 3,870 shares; 2025Q1: 3,808 shares; 2025Q2: 3,808 shares 3,808 $740K 0.06% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,327 shares; 2024Q3: 1,393 shares; 2024Q4: 1,368 shares; 2025Q1: 1,378 shares; 2025Q2: 1,345 shares 1,345 $718K 0.06% -33 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,233 shares; 2024Q3: 2,423 shares; 2024Q4: 2,540 shares; 2025Q1: 2,179 shares; 2025Q2: 2,414 shares 2,414 $712K 0.06% +235 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 911 shares; 2025Q1: 944 shares; 2025Q2: 2,144 shares 2,144 $681K 0.06% +1,200 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,789 shares; 2024Q3: 11,464 shares; 2024Q4: 11,171 shares; 2025Q1: 9,394 shares; 2025Q2: 11,282 shares 11,282 $677K 0.06% +1,888 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,240 shares; 2024Q3: 6,240 shares; 2024Q4: 6,240 shares; 2025Q1: 6,240 shares; 2025Q2: 6,240 shares 6,240 $676K 0.06% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,025 shares; 2024Q3: 5,195 shares; 2024Q4: 5,097 shares; 2025Q1: 4,734 shares; 2025Q2: 4,727 shares 4,727 $673K 0.06% -7 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,523 shares; 2025Q2: 15,292 shares 15,292 $666K 0.06% +7,769 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,966 shares; 2024Q3: 17,692 shares; 2024Q4: 17,692 shares; 2025Q1: 17,729 shares; 2025Q2: 12,659 shares 12,659 $663K 0.06% -5,070 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,807 shares; 2024Q3: 8,093 shares; 2024Q4: 7,855 shares; 2025Q1: 7,600 shares; 2025Q2: 6,891 shares 6,891 $648K 0.05% -709 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,503 shares; 2024Q3: 7,683 shares; 2024Q4: 7,550 shares; 2025Q1: 7,857 shares; 2025Q2: 6,709 shares 6,709 $637K 0.05% -1,148 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,334 shares; 2024Q3: 1,434 shares; 2024Q4: 1,538 shares; 2025Q1: 1,459 shares; 2025Q2: 1,459 shares 1,459 $619K 0.05% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,435 shares; 2024Q3: 1,748 shares; 2024Q4: 1,751 shares; 2025Q1: 1,771 shares; 2025Q2: 1,581 shares 1,581 $614K 0.05% -190 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,878 shares; 2024Q3: 4,882 shares; 2024Q4: 4,859 shares; 2025Q1: 5,362 shares; 2025Q2: 7,213 shares 7,213 $578K 0.05% +1,851 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,390 shares; 2024Q3: 3,829 shares; 2024Q4: 3,839 shares; 2025Q1: 3,895 shares; 2025Q2: 4,188 shares 4,188 $570K 0.05% +293 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,298 shares 10,298 $560K 0.05% new Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,561 shares; 2024Q3: 9,501 shares; 2024Q4: 9,137 shares; 2025Q1: 7,819 shares; 2025Q2: 8,443 shares 8,443 $559K 0.05% +624 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,651 shares; 2024Q3: 3,684 shares; 2024Q4: 3,458 shares; 2025Q1: 3,514 shares; 2025Q2: 3,819 shares 3,819 $547K 0.05% +305 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,007 shares; 2024Q3: 7,732 shares; 2024Q4: 7,757 shares; 2025Q1: 7,843 shares; 2025Q2: 7,848 shares 7,848 $544K 0.05% +5 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,396 shares; 2024Q3: 3,767 shares; 2024Q4: 3,353 shares; 2025Q1: 3,424 shares; 2025Q2: 3,329 shares 3,329 $530K 0.04% -95 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,952 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,414 shares; 2025Q2: 6,083 shares 6,083 $521K 0.04% -331 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,601 shares; 2024Q3: 2,634 shares; 2024Q4: 2,469 shares; 2025Q1: 2,600 shares; 2025Q2: 2,378 shares 2,378 $520K 0.04% -222 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,816 shares; 2024Q3: 1,816 shares; 2024Q4: 1,816 shares; 2025Q1: 1,814 shares; 2025Q2: 1,814 shares 1,814 $518K 0.04% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,209 shares; 2024Q3: 7,409 shares; 2024Q4: 7,436 shares; 2025Q1: 7,723 shares; 2025Q2: 7,225 shares 7,225 $511K 0.04% -498 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,719 shares; 2024Q3: 22,920 shares; 2024Q4: 22,248 shares; 2025Q1: 22,312 shares; 2025Q2: 22,529 shares 22,529 $505K 0.04% +217 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 445 shares; 2024Q3: 507 shares; 2024Q4: 547 shares; 2025Q1: 672 shares; 2025Q2: 671 shares 671 $496K 0.04% -1 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,343 shares; 2024Q3: 5,286 shares; 2024Q4: 4,672 shares; 2025Q1: 4,702 shares; 2025Q2: 4,268 shares 4,268 $466K 0.04% -434 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,474 shares; 2024Q3: 11,623 shares; 2024Q4: 11,352 shares; 2025Q1: 10,064 shares; 2025Q2: 9,916 shares 9,916 $458K 0.04% -148 Timeline SIBN SI BONE INC More: the full row for SI BONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,003 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,003 shares; 2025Q2: 24,003 shares 24,003 $452K 0.04% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,396 shares; 2024Q3: 8,444 shares; 2024Q4: 5,230 shares; 2025Q1: 5,543 shares; 2025Q2: 5,631 shares 5,631 $448K 0.04% +88 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,467 shares; 2024Q3: 5,792 shares; 2024Q4: 5,792 shares; 2025Q1: 4,017 shares; 2025Q2: 4,017 shares 4,017 $436K 0.04% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,291 shares; 2024Q3: 15,136 shares; 2024Q4: 14,838 shares; 2025Q1: 15,246 shares; 2025Q2: 14,970 shares 14,970 $433K 0.04% -276 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,511 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,757 shares; 2025Q2: 14,887 shares 14,887 $428K 0.04% +130 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,322 shares; 2024Q3: 5,322 shares; 2024Q4: 5,328 shares; 2025Q1: 5,328 shares; 2025Q2: 5,328 shares 5,328 $427K 0.04% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,922 shares; 2024Q3: 1,793 shares; 2024Q4: 1,699 shares; 2025Q1: 1,684 shares; 2025Q2: 1,678 shares 1,678 $425K 0.04% -6 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 317 shares; 2024Q3: 320 shares; 2024Q4: 282 shares; 2025Q1: 316 shares; 2025Q2: 316 shares 316 $423K 0.04% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,221 shares; 2025Q1: 2,168 shares; 2025Q2: 2,053 shares 2,053 $413K 0.03% -115 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,454 shares; 2024Q4: 2,551 shares; 2025Q1: 2,573 shares; 2025Q2: 3,336 shares 3,336 $412K 0.03% +763 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,222 shares; 2024Q3: 4,491 shares; 2024Q4: 4,262 shares; 2025Q1: 3,745 shares; 2025Q2: 3,361 shares 3,361 $407K 0.03% -384 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,716 shares; 2024Q3: 10,073 shares; 2024Q4: 8,967 shares; 2025Q1: 7,839 shares; 2025Q2: 6,265 shares 6,265 $406K 0.03% -1,574 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,827 shares; 2024Q3: 1,829 shares; 2024Q4: 1,832 shares; 2025Q1: 1,833 shares; 2025Q2: 1,833 shares 1,833 $402K 0.03% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,140 shares; 2024Q3: 15,420 shares; 2024Q4: 15,659 shares; 2025Q1: 16,271 shares; 2025Q2: 17,448 shares 17,448 $401K 0.03% +1,177 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,087 shares; 2024Q3: 1,395 shares; 2024Q4: 1,401 shares; 2025Q1: 1,229 shares; 2025Q2: 1,270 shares 1,270 $396K 0.03% +41 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,013 shares; 2024Q3: 2,817 shares; 2024Q4: 2,817 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares 1,815 $394K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 955 shares; 2024Q4: 957 shares; 2025Q1: 965 shares; 2025Q2: 1,279 shares 1,279 $394K 0.03% +314 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,176 shares; 2025Q1: 1,677 shares; 2025Q2: 1,969 shares 1,969 $388K 0.03% +292 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,257 shares; 2024Q3: 4,334 shares; 2024Q4: 3,575 shares; 2025Q1: 5,450 shares; 2025Q2: 3,706 shares 3,706 $387K 0.03% -1,744 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,513 shares; 2024Q3: 1,378 shares; 2024Q4: 1,637 shares; 2025Q1: 1,651 shares; 2025Q2: 1,657 shares 1,657 $386K 0.03% +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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,331 shares; 2024Q3: 2,178 shares; 2024Q4: 1,936 shares; 2025Q1: 1,853 shares; 2025Q2: 1,812 shares 1,812 $380K 0.03% -41 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,851 shares; 2024Q3: 6,851 shares; 2024Q4: 6,851 shares; 2025Q1: 6,851 shares; 2025Q2: 7,340 shares 7,340 $372K 0.03% +489 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,332 shares; 2024Q3: 1,404 shares; 2024Q4: 1,407 shares; 2025Q1: 1,454 shares; 2025Q2: 1,429 shares 1,429 $368K 0.03% -25 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,481 shares; 2024Q3: 8,278 shares; 2024Q4: 8,287 shares; 2025Q1: 8,212 shares; 2025Q2: 8,062 shares 8,062 $360K 0.03% -150 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,645 shares; 2024Q3: 3,644 shares; 2024Q4: 3,652 shares; 2025Q1: 3,757 shares; 2025Q2: 2,872 shares 2,872 $356K 0.03% -885 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,263 shares; 2025Q2: 4,263 shares 4,263 $342K 0.03% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 284 shares; 2025Q2: 324 shares 324 $340K 0.03% +40 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,069 shares; 2024Q3: 8,236 shares; 2024Q4: 6,337 shares; 2025Q1: 9,755 shares; 2025Q2: 6,615 shares 6,615 $337K 0.03% -3,140 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,718 shares; 2024Q3: 3,731 shares; 2024Q4: 3,942 shares; 2025Q1: 3,980 shares; 2025Q2: 4,066 shares 4,066 $337K 0.03% +86 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,177 shares; 2024Q3: 3,342 shares; 2024Q4: 3,342 shares; 2025Q1: 3,342 shares; 2025Q2: 3,417 shares 3,417 $334K 0.03% +75 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,905 shares; 2024Q3: 7,448 shares; 2024Q4: 6,862 shares; 2025Q1: 6,966 shares; 2025Q2: 7,662 shares 7,662 $332K 0.03% +696 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,153 shares; 2024Q3: 1,461 shares; 2024Q4: 1,466 shares; 2025Q1: 1,492 shares; 2025Q2: 1,493 shares 1,493 $331K 0.03% +1 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,874 shares; 2024Q3: 15,187 shares; 2024Q4: 15,168 shares; 2025Q1: 14,707 shares; 2025Q2: 13,966 shares 13,966 $327K 0.03% -741 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,191 shares; 2024Q3: 2,748 shares; 2024Q4: 2,749 shares; 2025Q1: 2,749 shares; 2025Q2: 2,956 shares 2,956 $325K 0.03% +207 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,766 shares; 2024Q3: 2,766 shares; 2024Q4: 2,771 shares; 2025Q1: 2,790 shares; 2025Q2: 3,079 shares 3,079 $325K 0.03% +289 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,645 shares; 2024Q3: 6,360 shares; 2024Q4: 6,365 shares; 2025Q1: 6,135 shares; 2025Q2: 6,342 shares 6,342 $324K 0.03% +207 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,317 shares; 2024Q3: 6,443 shares; 2024Q4: 5,967 shares; 2025Q1: 4,891 shares; 2025Q2: 4,650 shares 4,650 $322K 0.03% -241 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,494 shares 1,494 $318K 0.03% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,010 shares; 2024Q3: 876 shares; 2024Q4: 931 shares; 2025Q1: 938 shares; 2025Q2: 936 shares 936 $309K 0.03% -2 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,417 shares; 2024Q3: 2,424 shares; 2024Q4: 2,428 shares; 2025Q1: 2,424 shares; 2025Q2: 2,424 shares 2,424 $308K 0.03% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,915 shares; 2024Q3: 2,920 shares; 2024Q4: 2,924 shares; 2025Q1: 2,931 shares; 2025Q2: 2,931 shares 2,931 $301K 0.03% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,658 shares; 2024Q3: 3,659 shares; 2024Q4: 3,659 shares; 2025Q1: 3,575 shares; 2025Q2: 3,576 shares 3,576 $299K 0.03% +1 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,382 shares; 2025Q2: 1,923 shares 1,923 $293K 0.02% +541 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,245 shares; 2024Q3: 3,587 shares; 2024Q4: 3,292 shares; 2025Q1: 3,088 shares; 2025Q2: 3,228 shares 3,228 $288K 0.02% +140 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,428 shares; 2024Q3: 6,699 shares; 2024Q4: 5,989 shares; 2025Q1: 6,379 shares; 2025Q2: 6,071 shares 6,071 $287K 0.02% -308 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,453 shares; 2024Q3: 1,641 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,023 shares 2,023 $287K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,250 shares; 2024Q3: 3,516 shares; 2024Q4: 3,523 shares; 2025Q1: 3,526 shares; 2025Q2: 3,847 shares 3,847 $282K 0.02% +321 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,075 shares; 2024Q3: 1,055 shares; 2024Q4: 1,040 shares; 2025Q1: 1,022 shares; 2025Q2: 990 shares 990 $276K 0.02% -32 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,501 shares; 2025Q2: 4,319 shares 4,319 $274K 0.02% +818 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,603 shares; 2024Q3: 14,875 shares; 2024Q4: 22,825 shares; 2025Q1: 22,375 shares; 2025Q2: 20,875 shares 20,875 $274K 0.02% -1,500 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 958 shares; 2024Q3: 958 shares; 2024Q4: 958 shares; 2025Q1: 948 shares; 2025Q2: 948 shares 948 $266K 0.02% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,311 shares; 2024Q3: 2,526 shares; 2024Q4: 2,524 shares; 2025Q1: 2,519 shares; 2025Q2: 2,676 shares 2,676 $265K 0.02% +157 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,984 shares; 2024Q3: 4,601 shares; 2024Q4: 4,556 shares; 2025Q1: 4,614 shares; 2025Q2: 4,595 shares 4,595 $265K 0.02% -19 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 8,519 shares; 2024Q4: 8,519 shares; 2025Q1: 8,519 shares; 2025Q2: 8,523 shares 8,523 $264K 0.02% +4 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,711 shares; 2024Q3: 11,248 shares; 2024Q4: 11,070 shares; 2025Q1: 10,219 shares; 2025Q2: 10,663 shares 10,663 $258K 0.02% +444 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,592 shares 2,592 $256K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 238 shares; 2025Q1: 255 shares; 2025Q2: 256 shares 256 $254K 0.02% +1 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,770 shares; 2024Q3: 2,527 shares; 2024Q4: 2,562 shares; 2025Q1: 2,468 shares; 2025Q2: 2,262 shares 2,262 $250K 0.02% -206 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,202 shares; 2024Q3: 6,721 shares; 2024Q4: 6,000 shares; 2025Q1: 5,449 shares; 2025Q2: 4,837 shares 4,837 $247K 0.02% -612 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 436 shares; 2024Q4: 449 shares; 2025Q1: 457 shares; 2025Q2: 447 shares 447 $243K 0.02% -10 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,607 shares; 2024Q3: 4,659 shares; 2024Q4: 4,667 shares; 2025Q1: 4,676 shares; 2025Q2: 4,634 shares 4,634 $240K 0.02% -42 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,235 shares; 2025Q2: 7,137 shares 7,137 $237K 0.02% -98 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,301 shares; 2025Q2: 1,301 shares 1,301 $237K 0.02% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,450 shares; 2024Q3: 2,813 shares; 2024Q4: 3,151 shares; 2025Q1: 3,151 shares; 2025Q2: 2,778 shares 2,778 $236K 0.02% -373 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 794 shares; 2024Q4: not reported; 2025Q1: 715 shares; 2025Q2: 828 shares 828 $231K 0.02% +113 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,775 shares; 2025Q1: not reported; 2025Q2: 1,718 shares 1,718 $229K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 977 shares 977 $221K 0.02% new Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,000 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares 3,000 $211K 0.02% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,621 shares; 2025Q2: 7,084 shares 7,084 $208K 0.02% -537 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 652 shares 652 $208K 0.02% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,516 shares; 2025Q2: 1,516 shares 1,516 $206K 0.02% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,420 shares; 2025Q2: 1,412 shares 1,412 $205K 0.02% -8 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5,794 shares; 2024Q4: 6,350 shares; 2025Q1: 6,316 shares; 2025Q2: 5,752 shares 5,752 $205K 0.02% -564 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,082 shares; 2024Q3: 4,202 shares; 2024Q4: 3,422 shares; 2025Q1: 2,736 shares; 2025Q2: 2,310 shares 2,310 $204K 0.02% -426 Timeline Veru Inc Veru Inc More: the full row for Veru Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares 20,000 $11.6K <0.01% 0