VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056,838 shares; 2024Q4: 1,054,033 shares; 2025Q1: 1,023,943 shares; 2025Q2: 1,024,392 shares; 2025Q3: 1,017,956 shares 1,017,956 $489M 6.37% -6,436 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: 2,108,681 shares; 2024Q4: 2,163,588 shares; 2025Q1: 2,143,783 shares; 2025Q2: 2,109,740 shares; 2025Q3: 2,094,165 shares 2,094,165 $393M 5.11% -15,575 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: 501,175 shares; 2024Q4: 676,064 shares; 2025Q1: 654,674 shares; 2025Q2: 658,277 shares; 2025Q3: 640,805 shares 640,805 $300M 3.91% -17,472 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: 900,678 shares; 2024Q4: 970,615 shares; 2025Q1: 926,612 shares; 2025Q2: 921,480 shares; 2025Q3: 942,821 shares 942,821 $240M 3.13% +21,341 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: 959,011 shares; 2024Q4: 912,832 shares; 2025Q1: 864,215 shares; 2025Q2: 889,680 shares; 2025Q3: 899,557 shares 899,557 $168M 2.19% +9,877 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: 321,891 shares; 2024Q4: 322,963 shares; 2025Q1: 298,662 shares; 2025Q2: 314,788 shares; 2025Q3: 318,862 shares 318,862 $165M 2.15% +4,074 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 847,549 shares; 2024Q4: 822,212 shares; 2025Q1: 792,246 shares; 2025Q2: 777,889 shares; 2025Q3: 785,889 shares 785,889 $165M 2.15% +8,000 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: 1,217,845 shares; 2024Q4: 1,182,831 shares; 2025Q1: 1,400,119 shares; 2025Q2: 1,728,286 shares; 2025Q3: 1,885,633 shares 1,885,633 $165M 2.15% +157,347 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,869 shares; 2024Q4: 535,846 shares; 2025Q1: 512,280 shares; 2025Q2: 513,229 shares; 2025Q3: 510,225 shares 510,225 $152M 1.98% -3,004 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: 2,957,167 shares; 2024Q4: 3,134,225 shares; 2025Q1: 2,860,469 shares; 2025Q2: 2,757,780 shares; 2025Q3: 2,746,914 shares 2,746,914 $149M 1.94% -10,866 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: 361,012 shares; 2024Q4: 441,119 shares; 2025Q1: 952,977 shares; 2025Q2: 1,479,230 shares; 2025Q3: 1,842,394 shares 1,842,394 $137M 1.79% +363,164 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: 94,506 shares; 2024Q4: 146,658 shares; 2025Q1: 155,241 shares; 2025Q2: 208,832 shares; 2025Q3: 222,920 shares 222,920 $137M 1.78% +14,088 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: 2,732,196 shares; 2024Q4: 2,563,270 shares; 2025Q1: 2,477,929 shares; 2025Q2: 2,407,713 shares; 2025Q3: 2,196,757 shares 2,196,757 $113M 1.48% -210,956 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,599 shares; 2024Q4: 146,565 shares; 2025Q1: 138,310 shares; 2025Q2: 139,195 shares; 2025Q3: 138,598 shares 138,598 $92.8M 1.21% -597 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: 382,429 shares; 2024Q4: 370,191 shares; 2025Q1: 349,537 shares; 2025Q2: 376,895 shares; 2025Q3: 380,992 shares 380,992 $83.7M 1.09% +4,097 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: 132,061 shares; 2024Q4: 133,593 shares; 2025Q1: 354,845 shares; 2025Q2: 357,716 shares; 2025Q3: 355,025 shares 355,025 $82.5M 1.07% -2,691 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: 1,502,108 shares; 2024Q4: 1,527,650 shares; 2025Q1: 1,394,581 shares; 2025Q2: 1,371,357 shares; 2025Q3: 1,361,737 shares 1,361,737 $81.6M 1.06% -9,620 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: 383,542 shares; 2024Q4: 388,500 shares; 2025Q1: 400,743 shares; 2025Q2: 395,517 shares; 2025Q3: 389,893 shares 389,893 $79.4M 1.03% -5,624 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943,354 shares; 2024Q4: 970,845 shares; 2025Q1: 984,172 shares; 2025Q2: 1,021,283 shares; 2025Q3: 1,040,999 shares 1,040,999 $68.6M 0.89% +19,716 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,027,277 shares; 2024Q4: 1,024,925 shares; 2025Q1: 1,019,555 shares; 2025Q2: 1,009,455 shares; 2025Q3: 946,289 shares 946,289 $68.5M 0.89% -63,166 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: 198,294 shares; 2024Q4: 222,986 shares; 2025Q1: 205,867 shares; 2025Q2: 203,662 shares; 2025Q3: 199,716 shares 199,716 $65.7M 0.86% -3,946 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,770,151 shares; 2024Q4: 3,178,300 shares; 2025Q1: 3,037,697 shares; 2025Q2: 2,859,928 shares; 2025Q3: 2,793,442 shares 2,793,442 $65M 0.85% -66,486 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,256 shares; 2024Q4: 354,649 shares; 2025Q1: 350,791 shares; 2025Q2: 348,451 shares; 2025Q3: 342,189 shares 342,189 $64.9M 0.85% -6,262 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: 88,611 shares; 2024Q4: 85,195 shares; 2025Q1: 82,170 shares; 2025Q2: 84,663 shares; 2025Q3: 83,609 shares 83,609 $61.4M 0.8% -1,054 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,762,156 shares; 2024Q4: 1,841,039 shares; 2025Q1: 1,620,289 shares; 2025Q2: 1,515,519 shares; 2025Q3: 1,329,809 shares 1,329,809 $61.3M 0.8% -185,710 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 83 shares; 2025Q1: 82 shares; 2025Q2: 81 shares; 2025Q3: 80 shares 80 $60.3M 0.79% -1 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903,191 shares; 2024Q4: 1,882,153 shares; 2025Q1: 1,592,768 shares; 2025Q2: 1,395,734 shares; 2025Q3: 1,310,816 shares 1,310,816 $58.6M 0.76% -84,918 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: 275,540 shares; 2024Q4: 251,379 shares; 2025Q1: 237,899 shares; 2025Q2: 236,123 shares; 2025Q3: 238,617 shares 238,617 $58M 0.76% +2,494 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: 105,302 shares; 2024Q4: 107,288 shares; 2025Q1: 105,220 shares; 2025Q2: 107,135 shares; 2025Q3: 107,883 shares 107,883 $54.2M 0.71% +748 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: 166,026 shares; 2024Q4: 175,435 shares; 2025Q1: 169,559 shares; 2025Q2: 173,323 shares; 2025Q3: 170,702 shares 170,702 $53.8M 0.7% -2,621 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: 500,956 shares; 2024Q4: 496,589 shares; 2025Q1: 478,525 shares; 2025Q2: 445,816 shares; 2025Q3: 431,975 shares 431,975 $52.1M 0.68% -13,841 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: 224,219 shares; 2024Q4: 215,324 shares; 2025Q1: 198,393 shares; 2025Q2: 200,988 shares; 2025Q3: 207,385 shares 207,385 $50.5M 0.66% +6,397 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,653 shares; 2024Q4: 162,151 shares; 2025Q1: 154,363 shares; 2025Q2: 138,988 shares; 2025Q3: 136,447 shares 136,447 $49.9M 0.65% -2,541 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: 549,620 shares; 2024Q4: 543,307 shares; 2025Q1: 529,583 shares; 2025Q2: 522,233 shares; 2025Q3: 530,480 shares 530,480 $49.5M 0.65% +8,247 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: 147,943 shares; 2024Q4: 139,168 shares; 2025Q1: 148,645 shares; 2025Q2: 148,856 shares; 2025Q3: 149,814 shares 149,814 $49.4M 0.64% +958 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: 237,683 shares; 2024Q4: 263,739 shares; 2025Q1: 239,696 shares; 2025Q2: 178,520 shares; 2025Q3: 178,501 shares 178,501 $45.5M 0.59% -19 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: 228,592 shares; 2024Q4: 235,553 shares; 2025Q1: 230,968 shares; 2025Q2: 236,711 shares; 2025Q3: 236,397 shares 236,397 $41.8M 0.54% -314 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: 807,109 shares; 2024Q4: 2,378,954 shares; 2025Q1: 2,188,744 shares; 2025Q2: 1,621,940 shares; 2025Q3: 1,472,264 shares 1,472,264 $38.8M 0.51% -149,676 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: 91,609 shares; 2024Q4: 82,617 shares; 2025Q1: 81,272 shares; 2025Q2: 78,931 shares; 2025Q3: 84,526 shares 84,526 $37.6M 0.49% +5,595 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,014 shares; 2024Q4: 356,662 shares; 2025Q1: 358,211 shares; 2025Q2: 358,411 shares; 2025Q3: 358,858 shares 358,858 $37.2M 0.48% +447 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,506 shares; 2024Q4: 1,091,745 shares; 2025Q1: 1,070,787 shares; 2025Q2: 1,328,370 shares; 2025Q3: 1,360,107 shares 1,360,107 $37.2M 0.48% +31,737 Timeline IWO 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: 110,776 shares; 2024Q4: 111,682 shares; 2025Q1: 111,823 shares; 2025Q2: 114,836 shares; 2025Q3: 110,122 shares 110,122 $35.2M 0.46% -4,714 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874,239 shares; 2024Q4: 925,088 shares; 2025Q1: 796,529 shares; 2025Q2: 786,913 shares; 2025Q3: 765,031 shares 765,031 $34.8M 0.45% -21,882 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: 83,877 shares; 2024Q4: 85,835 shares; 2025Q1: 84,545 shares; 2025Q2: 86,743 shares; 2025Q3: 84,525 shares 84,525 $34.2M 0.45% -2,218 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: 59,373 shares; 2024Q4: 59,355 shares; 2025Q1: 53,162 shares; 2025Q2: 52,615 shares; 2025Q3: 52,941 shares 52,941 $31.8M 0.41% +326 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: 235,989 shares; 2024Q4: 233,676 shares; 2025Q1: 218,776 shares; 2025Q2: 160,669 shares; 2025Q3: 153,384 shares 153,384 $29.8M 0.39% -7,285 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: 432,385 shares; 2024Q4: 225,974 shares; 2025Q1: 232,216 shares; 2025Q2: 271,345 shares; 2025Q3: 274,695 shares 274,695 $29.3M 0.38% +3,350 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,111 shares; 2024Q4: 304,321 shares; 2025Q1: 264,512 shares; 2025Q2: 303,781 shares; 2025Q3: 304,465 shares 304,465 $27.3M 0.36% +684 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: 69,115 shares; 2024Q4: 80,921 shares; 2025Q1: 73,727 shares; 2025Q2: 82,299 shares; 2025Q3: 79,845 shares 79,845 $27.3M 0.36% -2,454 Timeline EFG 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: 71,138 shares; 2024Q4: 185,293 shares; 2025Q1: 247,342 shares; 2025Q2: 241,126 shares; 2025Q3: 238,073 shares 238,073 $27.1M 0.35% -3,053 Timeline USRT 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: 565,913 shares; 2024Q4: 575,058 shares; 2025Q1: 552,523 shares; 2025Q2: 510,497 shares; 2025Q3: 453,878 shares 453,878 $26.7M 0.35% -56,619 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: 114,961 shares; 2024Q4: 129,580 shares; 2025Q1: 134,405 shares; 2025Q2: 139,821 shares; 2025Q3: 141,722 shares 141,722 $26.3M 0.34% +1,901 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,688 shares; 2024Q4: 390,194 shares; 2025Q1: 367,541 shares; 2025Q2: 349,443 shares; 2025Q3: 339,984 shares 339,984 $26.1M 0.34% -9,459 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: 753,790 shares; 2024Q4: 535,717 shares; 2025Q1: 476,738 shares; 2025Q2: 428,070 shares; 2025Q3: 396,726 shares 396,726 $25.9M 0.34% -31,344 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: 126,008 shares; 2024Q4: 116,043 shares; 2025Q1: 153,111 shares; 2025Q2: 150,014 shares; 2025Q3: 148,043 shares 148,043 $25.6M 0.33% -1,971 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: 95,071 shares; 2024Q4: 100,669 shares; 2025Q1: 85,264 shares; 2025Q2: 89,851 shares; 2025Q3: 90,260 shares 90,260 $25.4M 0.33% +409 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,956 shares; 2024Q4: 103,894 shares; 2025Q1: 108,163 shares; 2025Q2: 108,650 shares; 2025Q3: 109,000 shares 109,000 $25.2M 0.33% +350 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,839 shares; 2024Q4: 445,543 shares; 2025Q1: 416,271 shares; 2025Q2: 377,509 shares; 2025Q3: 366,678 shares 366,678 $25.1M 0.33% -10,831 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: 21,749 shares; 2024Q4: 21,409 shares; 2025Q1: 20,165 shares; 2025Q2: 20,922 shares; 2025Q3: 20,505 shares 20,505 $24.6M 0.32% -417 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: 50,914 shares; 2024Q4: 130,873 shares; 2025Q1: 125,319 shares; 2025Q2: 139,225 shares; 2025Q3: 142,900 shares 142,900 $23.2M 0.3% +3,675 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: 30,486 shares; 2024Q4: 28,551 shares; 2025Q1: 28,956 shares; 2025Q2: 30,554 shares; 2025Q3: 30,188 shares 30,188 $23M 0.3% -366 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: 142,966 shares; 2024Q4: 130,979 shares; 2025Q1: 135,109 shares; 2025Q2: 137,462 shares; 2025Q3: 131,896 shares 131,896 $22.5M 0.29% -5,566 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: 106,793 shares; 2024Q4: 135,707 shares; 2025Q1: 131,457 shares; 2025Q2: 134,624 shares; 2025Q3: 144,461 shares 144,461 $22.4M 0.29% +9,837 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,622 shares; 2024Q4: 72,783 shares; 2025Q1: 74,633 shares; 2025Q2: 70,907 shares; 2025Q3: 70,293 shares 70,293 $21.7M 0.28% -614 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,823 shares; 2024Q4: 291,701 shares; 2025Q1: 276,386 shares; 2025Q2: 232,719 shares; 2025Q3: 227,778 shares 227,778 $21.7M 0.28% -4,941 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: 306,126 shares; 2024Q4: 310,310 shares; 2025Q1: 315,345 shares; 2025Q2: 315,445 shares; 2025Q3: 316,513 shares 316,513 $21.5M 0.28% +1,068 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: 105,658 shares; 2024Q4: 103,774 shares; 2025Q1: 103,515 shares; 2025Q2: 104,676 shares; 2025Q3: 103,209 shares 103,209 $21.3M 0.28% -1,467 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,211 shares; 2024Q4: 490,129 shares; 2025Q1: 429,481 shares; 2025Q2: 374,816 shares; 2025Q3: 359,739 shares 359,739 $20.9M 0.27% -15,077 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: 251,464 shares; 2024Q4: 168,423 shares; 2025Q1: 166,697 shares; 2025Q2: 179,814 shares; 2025Q3: 180,138 shares 180,138 $20.3M 0.26% +324 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500,913 shares; 2024Q4: 500,214 shares; 2025Q1: 463,885 shares; 2025Q2: 415,086 shares; 2025Q3: 420,658 shares 420,658 $19.7M 0.26% +5,572 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: 21,051 shares; 2024Q4: 20,730 shares; 2025Q1: 20,719 shares; 2025Q2: 21,173 shares; 2025Q3: 21,122 shares 21,122 $19.6M 0.25% -51 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,507 shares; 2024Q4: 161,731 shares; 2025Q1: 152,475 shares; 2025Q2: 134,027 shares; 2025Q3: 131,798 shares 131,798 $19.2M 0.25% -2,229 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,906 shares; 2024Q4: 44,028 shares; 2025Q1: 50,269 shares; 2025Q2: 59,646 shares; 2025Q3: 63,009 shares 63,009 $19.1M 0.25% +3,363 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: 181,181 shares; 2024Q4: 181,913 shares; 2025Q1: 174,085 shares; 2025Q2: 186,489 shares; 2025Q3: 182,919 shares 182,919 $18.9M 0.25% -3,570 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING 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: 1,458,028 shares; 2025Q3: 1,458,708 shares 1,458,708 $18.8M 0.25% +680 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: 127,454 shares; 2024Q4: 122,529 shares; 2025Q1: 121,950 shares; 2025Q2: 125,084 shares; 2025Q3: 122,005 shares 122,005 $18.7M 0.24% -3,079 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: 148,737 shares; 2024Q4: 147,572 shares; 2025Q1: 138,157 shares; 2025Q2: 136,746 shares; 2025Q3: 140,223 shares 140,223 $18.1M 0.24% +3,477 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: 429,962 shares; 2024Q4: 268,640 shares; 2025Q1: 232,688 shares; 2025Q2: 218,463 shares; 2025Q3: 214,159 shares 214,159 $18M 0.23% -4,304 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: 40,385 shares; 2024Q4: 58,128 shares; 2025Q1: 57,561 shares; 2025Q2: 58,515 shares; 2025Q3: 59,049 shares 59,049 $17.9M 0.23% +534 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: 58,434 shares; 2024Q4: 61,086 shares; 2025Q1: 59,653 shares; 2025Q2: 58,741 shares; 2025Q3: 60,198 shares 60,198 $17.7M 0.23% +1,457 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: 195,083 shares; 2024Q4: 287,124 shares; 2025Q1: 268,360 shares; 2025Q2: 265,982 shares; 2025Q3: 262,809 shares 262,809 $17.6M 0.23% -3,173 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: 109,489 shares; 2024Q4: 108,496 shares; 2025Q1: 99,192 shares; 2025Q2: 100,138 shares; 2025Q3: 101,185 shares 101,185 $16.9M 0.22% +1,047 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,255 shares; 2024Q4: 124,645 shares; 2025Q1: 204,545 shares; 2025Q2: 193,809 shares; 2025Q3: 286,245 shares 286,245 $16.3M 0.21% +92,436 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: 161,434 shares; 2024Q4: 208,544 shares; 2025Q1: 171,119 shares; 2025Q2: 161,161 shares; 2025Q3: 162,919 shares 162,919 $16.3M 0.21% +1,758 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: 46,552 shares; 2024Q4: 57,312 shares; 2025Q1: 55,369 shares; 2025Q2: 55,223 shares; 2025Q3: 54,648 shares 54,648 $16.1M 0.21% -575 Timeline IXUS 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: 252,134 shares; 2024Q4: 229,787 shares; 2025Q1: 207,032 shares; 2025Q2: 194,333 shares; 2025Q3: 191,162 shares 191,162 $15.8M 0.21% -3,171 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,661 shares; 2024Q4: 426,123 shares; 2025Q1: 163,353 shares; 2025Q2: 491,814 shares; 2025Q3: 487,077 shares 487,077 $15.5M 0.2% -4,737 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: 91,979 shares; 2024Q4: 118,585 shares; 2025Q1: 108,775 shares; 2025Q2: 117,925 shares; 2025Q3: 115,078 shares 115,078 $15.4M 0.2% -2,847 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: 26,354 shares; 2024Q4: 25,980 shares; 2025Q1: 22,642 shares; 2025Q2: 25,718 shares; 2025Q3: 24,940 shares 24,940 $14.2M 0.18% -778 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,906 shares; 2024Q4: 108,569 shares; 2025Q1: 95,039 shares; 2025Q2: 95,380 shares; 2025Q3: 95,518 shares 95,518 $13.9M 0.18% +138 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553,236 shares; 2024Q4: 1,098,140 shares; 2025Q1: 756,469 shares; 2025Q2: 574,164 shares; 2025Q3: 537,144 shares 537,144 $13.9M 0.18% -37,020 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: 121,731 shares; 2024Q4: 51,421 shares; 2025Q1: 51,970 shares; 2025Q2: 46,238 shares; 2025Q3: 45,779 shares 45,779 $13.8M 0.18% -459 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: 319,914 shares; 2024Q4: 304,356 shares; 2025Q1: 286,111 shares; 2025Q2: 253,462 shares; 2025Q3: 250,882 shares 250,882 $13.4M 0.17% -2,580 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,161 shares; 2024Q4: 195,006 shares; 2025Q1: 154,772 shares; 2025Q2: 160,843 shares; 2025Q3: 167,860 shares 167,860 $13.2M 0.17% +7,017 Timeline FENI 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: 384,302 shares; 2025Q1: 69,864 shares; 2025Q2: 376,481 shares; 2025Q3: 373,408 shares 373,408 $13.2M 0.17% -3,073 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: 50,661 shares; 2024Q4: 48,958 shares; 2025Q1: 47,448 shares; 2025Q2: 48,486 shares; 2025Q3: 46,598 shares 46,598 $13.1M 0.17% -1,888 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: 85,412 shares; 2024Q4: 111,349 shares; 2025Q1: 98,313 shares; 2025Q2: 110,551 shares; 2025Q3: 110,328 shares 110,328 $12.6M 0.16% -223 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,473 shares; 2024Q4: 151,789 shares; 2025Q1: 151,428 shares; 2025Q2: 150,935 shares; 2025Q3: 150,357 shares 150,357 $12.6M 0.16% -578 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: 194,441 shares; 2024Q4: 193,713 shares; 2025Q1: 182,080 shares; 2025Q2: 181,075 shares; 2025Q3: 180,844 shares 180,844 $12.4M 0.16% -231 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: 36,072 shares; 2024Q4: 39,204 shares; 2025Q1: 34,377 shares; 2025Q2: 34,625 shares; 2025Q3: 35,750 shares 35,750 $12.3M 0.16% +1,125 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: 9,346 shares; 2024Q4: 24,612 shares; 2025Q1: 24,505 shares; 2025Q2: 24,651 shares; 2025Q3: 25,255 shares 25,255 $12.3M 0.16% +604 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: 68,567 shares; 2024Q4: 91,725 shares; 2025Q1: 86,356 shares; 2025Q2: 88,180 shares; 2025Q3: 87,387 shares 87,387 $12.3M 0.16% -793 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: 75,207 shares; 2024Q4: 77,757 shares; 2025Q1: 78,792 shares; 2025Q2: 86,156 shares; 2025Q3: 88,788 shares 88,788 $12.2M 0.16% +2,632 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: 40,994 shares; 2024Q4: 38,165 shares; 2025Q1: 37,154 shares; 2025Q2: 41,284 shares; 2025Q3: 42,151 shares 42,151 $11.8M 0.15% +867 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: 27,416 shares; 2024Q4: 27,164 shares; 2025Q1: 25,641 shares; 2025Q2: 24,370 shares; 2025Q3: 24,635 shares 24,635 $11.8M 0.15% +265 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: 153,581 shares; 2024Q4: 95,865 shares; 2025Q1: 97,320 shares; 2025Q2: 94,245 shares; 2025Q3: 93,700 shares 93,700 $11.1M 0.15% -545 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 314,034 shares; 2025Q1: 207,624 shares; 2025Q2: 214,451 shares; 2025Q3: 203,190 shares 203,190 $10.8M 0.14% -11,261 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: 48,743 shares; 2024Q4: 54,606 shares; 2025Q1: 56,835 shares; 2025Q2: 58,907 shares; 2025Q3: 58,997 shares 58,997 $10.8M 0.14% +90 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: 69,931 shares; 2024Q4: 70,444 shares; 2025Q1: 68,586 shares; 2025Q2: 69,208 shares; 2025Q3: 68,433 shares 68,433 $10.6M 0.14% -775 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: 39,141 shares; 2024Q4: 47,833 shares; 2025Q1: 46,081 shares; 2025Q2: 45,261 shares; 2025Q3: 44,594 shares 44,594 $10.5M 0.14% -667 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: 117,411 shares; 2024Q4: 123,458 shares; 2025Q1: 101,522 shares; 2025Q2: 111,256 shares; 2025Q3: 109,503 shares 109,503 $10.5M 0.14% -1,753 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: 47,931 shares; 2024Q4: 46,336 shares; 2025Q1: 47,513 shares; 2025Q2: 45,387 shares; 2025Q3: 42,858 shares 42,858 $10.2M 0.13% -2,529 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: 115,578 shares; 2024Q4: 137,690 shares; 2025Q1: 128,446 shares; 2025Q2: 124,709 shares; 2025Q3: 119,377 shares 119,377 $10.1M 0.13% -5,332 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,990 shares; 2024Q4: 98,127 shares; 2025Q1: 96,681 shares; 2025Q2: 89,231 shares; 2025Q3: 97,311 shares 97,311 $9.8M 0.13% +8,080 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,710 shares; 2024Q4: 344,256 shares; 2025Q1: 196,734 shares; 2025Q2: 201,475 shares; 2025Q3: 192,679 shares 192,679 $9.77M 0.13% -8,796 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: 13,578 shares; 2024Q4: 12,493 shares; 2025Q1: 11,567 shares; 2025Q2: 12,304 shares; 2025Q3: 12,106 shares 12,106 $9.64M 0.13% -198 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,842 shares; 2024Q4: 271,709 shares; 2025Q1: 270,694 shares; 2025Q2: 268,912 shares; 2025Q3: 269,091 shares 269,091 $9.52M 0.12% +179 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: 287,067 shares; 2024Q4: 182,574 shares; 2025Q1: 151,655 shares; 2025Q2: 182,681 shares; 2025Q3: 210,594 shares 210,594 $9.26M 0.12% +27,913 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: 76,618 shares; 2024Q4: 136,987 shares; 2025Q1: 134,681 shares; 2025Q2: 136,044 shares; 2025Q3: 136,817 shares 136,817 $9.18M 0.12% +773 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,216 shares; 2024Q4: 7,311 shares; 2025Q1: 9,552 shares; 2025Q2: 9,787 shares; 2025Q3: 9,480 shares 9,480 $9.18M 0.12% -307 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: 182,222 shares; 2024Q4: 180,516 shares; 2025Q1: 175,740 shares; 2025Q2: 140,853 shares; 2025Q3: 134,772 shares 134,772 $9.14M 0.12% -6,081 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,191 shares; 2024Q4: 160,194 shares; 2025Q1: 114,923 shares; 2025Q2: 113,622 shares; 2025Q3: 112,773 shares 112,773 $9.01M 0.12% -849 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: 31,844 shares; 2024Q4: 47,104 shares; 2025Q1: 50,870 shares; 2025Q2: 51,558 shares; 2025Q3: 48,416 shares 48,416 $8.9M 0.12% -3,142 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: 20,162 shares; 2024Q4: 19,231 shares; 2025Q1: 18,660 shares; 2025Q2: 20,423 shares; 2025Q3: 23,347 shares 23,347 $8.74M 0.11% +2,924 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: 16,554 shares; 2024Q4: 17,202 shares; 2025Q1: 15,541 shares; 2025Q2: 17,686 shares; 2025Q3: 18,037 shares 18,037 $8.57M 0.11% +351 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: 8,811 shares; 2024Q4: 9,038 shares; 2025Q1: 7,944 shares; 2025Q2: 9,036 shares; 2025Q3: 9,288 shares 9,288 $8.55M 0.11% +252 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,301 shares; 2024Q4: 25,093 shares; 2025Q1: 23,535 shares; 2025Q2: 21,058 shares; 2025Q3: 21,155 shares 21,155 $8.52M 0.11% +97 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: 39,943 shares; 2024Q4: 35,455 shares; 2025Q1: 32,366 shares; 2025Q2: 39,582 shares; 2025Q3: 39,754 shares 39,754 $8.45M 0.11% +172 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: 122,666 shares; 2024Q4: 44,105 shares; 2025Q1: 47,720 shares; 2025Q2: 51,155 shares; 2025Q3: 52,568 shares 52,568 $8.36M 0.11% +1,413 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: 9,469 shares; 2024Q4: 10,702 shares; 2025Q1: 8,729 shares; 2025Q2: 11,528 shares; 2025Q3: 12,200 shares 12,200 $8.33M 0.11% +672 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: 10,468 shares; 2024Q4: 12,115 shares; 2025Q1: 9,212 shares; 2025Q2: 10,348 shares; 2025Q3: 11,051 shares 11,051 $8.25M 0.11% +703 Timeline HYG 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: 65,043 shares; 2024Q4: 67,180 shares; 2025Q1: 73,010 shares; 2025Q2: 85,385 shares; 2025Q3: 100,791 shares 100,791 $8.18M 0.11% +15,406 Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,826 shares; 2024Q4: 76,828 shares; 2025Q1: 67,896 shares; 2025Q2: 58,877 shares; 2025Q3: 60,201 shares 60,201 $8.12M 0.11% +1,324 Timeline EFAV 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: 119,699 shares; 2024Q4: 117,042 shares; 2025Q1: 112,574 shares; 2025Q2: 96,713 shares; 2025Q3: 95,116 shares 95,116 $8.07M 0.11% -1,597 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: 335,814 shares; 2024Q4: 258,014 shares; 2025Q1: 260,398 shares; 2025Q2: 285,465 shares; 2025Q3: 285,450 shares 285,450 $8.06M 0.11% -15 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,240 shares; 2024Q4: 41,214 shares; 2025Q1: 43,824 shares; 2025Q2: 33,169 shares; 2025Q3: 31,250 shares 31,250 $8.01M 0.1% -1,919 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: 18,035 shares; 2024Q4: 23,305 shares; 2025Q1: 22,529 shares; 2025Q2: 22,963 shares; 2025Q3: 23,989 shares 23,989 $7.97M 0.1% +1,026 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: 29,786 shares; 2024Q4: 29,690 shares; 2025Q1: 28,870 shares; 2025Q2: 28,625 shares; 2025Q3: 30,586 shares 30,586 $7.97M 0.1% +1,961 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: 19,490 shares; 2024Q4: 20,166 shares; 2025Q1: 17,692 shares; 2025Q2: 17,679 shares; 2025Q3: 17,796 shares 17,796 $7.74M 0.1% +117 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: 105,214 shares; 2024Q4: 102,689 shares; 2025Q1: 101,149 shares; 2025Q2: 100,729 shares; 2025Q3: 102,468 shares 102,468 $7.74M 0.1% +1,739 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: 6,924 shares; 2025Q1: 6,587 shares; 2025Q2: 6,676 shares; 2025Q3: 6,571 shares 6,571 $7.66M 0.1% -105 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: 87,768 shares; 2024Q4: 50,839 shares; 2025Q1: 61,370 shares; 2025Q2: 75,319 shares; 2025Q3: 77,390 shares 77,390 $7.58M 0.1% +2,071 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,202 shares; 2024Q4: 100,659 shares; 2025Q1: 96,214 shares; 2025Q2: 104,326 shares; 2025Q3: 102,651 shares 102,651 $7.47M 0.1% -1,675 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: 13,043 shares; 2024Q4: 27,331 shares; 2025Q1: 24,462 shares; 2025Q2: 25,917 shares; 2025Q3: 26,262 shares 26,262 $7.44M 0.1% +345 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,850 shares; 2024Q4: 70,179 shares; 2025Q1: 65,381 shares; 2025Q2: 58,652 shares; 2025Q3: 57,851 shares 57,851 $7.29M 0.09% -801 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: 38,117 shares; 2024Q4: 48,010 shares; 2025Q1: 41,482 shares; 2025Q2: 45,348 shares; 2025Q3: 50,313 shares 50,313 $7.27M 0.09% +4,965 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,743 shares; 2024Q4: 43,453 shares; 2025Q1: 43,395 shares; 2025Q2: 43,257 shares; 2025Q3: 43,340 shares 43,340 $7.26M 0.09% +83 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: 14,441 shares; 2024Q4: 15,444 shares; 2025Q1: 14,765 shares; 2025Q2: 14,611 shares; 2025Q3: 14,238 shares 14,238 $7.11M 0.09% -373 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: 276,453 shares; 2024Q4: 114,546 shares; 2025Q1: 113,273 shares; 2025Q2: 103,571 shares; 2025Q3: 104,559 shares 104,559 $7.06M 0.09% +988 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,380 shares; 2024Q4: 118,397 shares; 2025Q1: 117,641 shares; 2025Q2: 117,188 shares; 2025Q3: 117,062 shares 117,062 $7.03M 0.09% -126 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,088 shares; 2024Q4: 4,504 shares; 2025Q1: 4,809 shares; 2025Q2: 5,323 shares; 2025Q3: 15,104 shares 15,104 $7.02M 0.09% +9,781 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: 209,554 shares; 2024Q4: 72,208 shares; 2025Q1: 68,896 shares; 2025Q2: 77,688 shares; 2025Q3: 68,973 shares 68,973 $7M 0.09% -8,715 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: 31,454 shares; 2024Q4: 29,642 shares; 2025Q1: 28,616 shares; 2025Q2: 27,152 shares; 2025Q3: 27,472 shares 27,472 $6.9M 0.09% +320 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,608 shares; 2024Q4: 91,225 shares; 2025Q1: 94,552 shares; 2025Q2: 94,450 shares; 2025Q3: 96,045 shares 96,045 $6.87M 0.09% +1,595 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: 24,969 shares; 2024Q4: 24,801 shares; 2025Q1: 22,216 shares; 2025Q2: 23,061 shares; 2025Q3: 22,846 shares 22,846 $6.86M 0.09% -215 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,664 shares; 2024Q4: 212,149 shares; 2025Q1: 212,023 shares; 2025Q2: 212,940 shares; 2025Q3: 210,854 shares 210,854 $6.79M 0.09% -2,086 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: 28,176 shares; 2024Q4: 28,171 shares; 2025Q1: 29,158 shares; 2025Q2: 30,555 shares; 2025Q3: 31,111 shares 31,111 $6.71M 0.09% +556 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: 4,974 shares; 2024Q4: 4,799 shares; 2025Q1: 4,330 shares; 2025Q2: 60,187 shares; 2025Q3: 61,981 shares 61,981 $6.69M 0.09% +1,794 Timeline GVI 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: 122,920 shares; 2025Q1: 61,460 shares; 2025Q2: 61,460 shares; 2025Q3: 62,196 shares 62,196 $6.68M 0.09% +736 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,866 shares; 2024Q4: 127,964 shares; 2025Q1: 123,028 shares; 2025Q2: 118,601 shares; 2025Q3: 120,236 shares 120,236 $6.67M 0.09% +1,635 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,902 shares; 2024Q4: 33,770 shares; 2025Q1: 32,952 shares; 2025Q2: 33,981 shares; 2025Q3: 44,862 shares 44,862 $6.67M 0.09% +10,881 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: 1,280 shares; 2024Q4: 1,497 shares; 2025Q1: 1,379 shares; 2025Q2: 1,266 shares; 2025Q3: 1,225 shares 1,225 $6.62M 0.09% -41 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: 34,352 shares; 2024Q4: 37,456 shares; 2025Q1: 38,693 shares; 2025Q2: 35,290 shares; 2025Q3: 33,605 shares 33,605 $6.59M 0.09% -1,685 Timeline ALRS ALERUS FINL CORP More: the full row for ALERUS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 134,770 shares; 2025Q1: 285,815 shares; 2025Q2: 294,542 shares; 2025Q3: 294,668 shares 294,668 $6.53M 0.09% +126 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: 6,916 shares; 2024Q4: 9,239 shares; 2025Q1: 8,199 shares; 2025Q2: 8,737 shares; 2025Q3: 8,298 shares 8,298 $6.42M 0.08% -439 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,388 shares; 2024Q4: 7,251 shares; 2025Q1: 7,374 shares; 2025Q2: 8,821 shares; 2025Q3: 8,994 shares 8,994 $6.28M 0.08% +173 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: 6,830 shares; 2024Q4: 10,268 shares; 2025Q1: 13,265 shares; 2025Q2: 14,252 shares; 2025Q3: 14,779 shares 14,779 $6.24M 0.08% +527 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: 183,036 shares; 2024Q4: 217,654 shares; 2025Q1: 199,598 shares; 2025Q2: 210,479 shares; 2025Q3: 198,525 shares 198,525 $6.24M 0.08% -11,954 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,745 shares; 2024Q4: 24,311 shares; 2025Q1: 23,426 shares; 2025Q2: 23,549 shares; 2025Q3: 23,289 shares 23,289 $6.22M 0.08% -260 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: 43,921 shares; 2024Q4: 42,178 shares; 2025Q1: 43,657 shares; 2025Q2: 49,487 shares; 2025Q3: 64,305 shares 64,305 $6.09M 0.08% +14,818 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: 53,523 shares; 2024Q4: 58,592 shares; 2025Q1: 62,752 shares; 2025Q2: 64,861 shares; 2025Q3: 64,281 shares 64,281 $6.08M 0.08% -580 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,853 shares; 2024Q4: 37,957 shares; 2025Q1: 46,247 shares; 2025Q2: 59,462 shares; 2025Q3: 62,014 shares 62,014 $6.07M 0.08% +2,552 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: 46,397 shares; 2024Q4: 44,771 shares; 2025Q1: 42,501 shares; 2025Q2: 43,093 shares; 2025Q3: 48,572 shares 48,572 $6.01M 0.08% +5,479 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: 18,981 shares; 2024Q4: 23,868 shares; 2025Q1: 21,861 shares; 2025Q2: 20,350 shares; 2025Q3: 24,233 shares 24,233 $5.95M 0.08% +3,883 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: 46,993 shares; 2024Q4: 35,381 shares; 2025Q1: 35,440 shares; 2025Q2: 33,731 shares; 2025Q3: 36,740 shares 36,740 $5.94M 0.08% +3,009 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: 41,819 shares; 2024Q4: 38,259 shares; 2025Q1: 39,350 shares; 2025Q2: 37,956 shares; 2025Q3: 35,722 shares 35,722 $5.94M 0.08% -2,234 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: 45,432 shares; 2024Q4: 79,328 shares; 2025Q1: 80,308 shares; 2025Q2: 93,464 shares; 2025Q3: 93,816 shares 93,816 $5.91M 0.08% +352 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: 13,270 shares; 2024Q4: 25,081 shares; 2025Q1: 24,860 shares; 2025Q2: 24,782 shares; 2025Q3: 28,880 shares 28,880 $5.88M 0.08% +4,098 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: 26,802 shares; 2024Q4: 27,891 shares; 2025Q1: 25,058 shares; 2025Q2: 27,489 shares; 2025Q3: 27,592 shares 27,592 $5.81M 0.08% +103 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: 6,721 shares; 2024Q4: 6,579 shares; 2025Q1: 6,138 shares; 2025Q2: 6,076 shares; 2025Q3: 5,355 shares 5,355 $5.78M 0.08% -721 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,801 shares; 2024Q4: 150,767 shares; 2025Q1: 151,752 shares; 2025Q2: 152,483 shares; 2025Q3: 136,578 shares 136,578 $5.75M 0.07% -15,905 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,408 shares; 2024Q4: 18,150 shares; 2025Q1: 15,788 shares; 2025Q2: 21,702 shares; 2025Q3: 20,380 shares 20,380 $5.74M 0.07% -1,322 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: 31,405 shares; 2024Q4: 50,592 shares; 2025Q1: 50,075 shares; 2025Q2: 53,286 shares; 2025Q3: 58,122 shares 58,122 $5.67M 0.07% +4,836 Timeline VDE 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: 7,553 shares; 2024Q4: 47,168 shares; 2025Q1: 8,841 shares; 2025Q2: 45,018 shares; 2025Q3: 45,053 shares 45,053 $5.67M 0.07% +35 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,947 shares; 2024Q4: 111,716 shares; 2025Q1: 133,428 shares; 2025Q2: 162,897 shares; 2025Q3: 153,875 shares 153,875 $5.66M 0.07% -9,022 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: 229,813 shares; 2024Q4: 133,218 shares; 2025Q1: 131,525 shares; 2025Q2: 126,626 shares; 2025Q3: 124,556 shares 124,556 $5.62M 0.07% -2,070 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,285 shares; 2024Q4: 140,359 shares; 2025Q1: 138,020 shares; 2025Q2: 136,294 shares; 2025Q3: 133,150 shares 133,150 $5.61M 0.07% -3,144 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,487 shares; 2024Q4: 17,723 shares; 2025Q1: 19,169 shares; 2025Q2: 16,303 shares; 2025Q3: 15,777 shares 15,777 $5.61M 0.07% -526 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,722 shares; 2024Q4: 269,609 shares; 2025Q1: 269,069 shares; 2025Q2: 272,310 shares; 2025Q3: 296,258 shares 296,258 $5.59M 0.07% +23,948 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,052 shares; 2024Q4: 35,526 shares; 2025Q1: 38,428 shares; 2025Q2: 38,209 shares; 2025Q3: 38,889 shares 38,889 $5.48M 0.07% +680 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,163 shares; 2024Q4: 22,257 shares; 2025Q1: 19,990 shares; 2025Q2: 21,812 shares; 2025Q3: 21,466 shares 21,466 $5.42M 0.07% -346 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: 54,667 shares; 2024Q4: 54,532 shares; 2025Q1: 47,354 shares; 2025Q2: 47,852 shares; 2025Q3: 48,533 shares 48,533 $5.39M 0.07% +681 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: 11,797 shares; 2024Q4: 13,744 shares; 2025Q1: 11,343 shares; 2025Q2: 11,329 shares; 2025Q3: 11,088 shares 11,088 $5.38M 0.07% -241 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: 17,465 shares; 2024Q4: 17,470 shares; 2025Q1: 16,414 shares; 2025Q2: 14,943 shares; 2025Q3: 14,508 shares 14,508 $5.38M 0.07% -435 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: 19,676 shares; 2024Q4: 11,692 shares; 2025Q1: 11,931 shares; 2025Q2: 8,358 shares; 2025Q3: 8,697 shares 8,697 $5.35M 0.07% +339 Timeline PFM 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: 107,006 shares; 2024Q4: 107,006 shares; 2025Q1: 105,521 shares; 2025Q2: 105,410 shares; 2025Q3: 105,389 shares 105,389 $5.35M 0.07% -21 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,664 shares; 2024Q4: 67,988 shares; 2025Q1: 69,869 shares; 2025Q2: 63,173 shares; 2025Q3: 57,743 shares 57,743 $5.3M 0.07% -5,430 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: 17,679 shares; 2024Q4: 19,048 shares; 2025Q1: 18,206 shares; 2025Q2: 18,456 shares; 2025Q3: 18,500 shares 18,500 $5.22M 0.07% +44 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: 27,814 shares; 2024Q4: 24,156 shares; 2025Q1: 22,687 shares; 2025Q2: 25,167 shares; 2025Q3: 25,157 shares 25,157 $5.15M 0.07% -10 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,539 shares; 2024Q4: 52,913 shares; 2025Q1: 45,595 shares; 2025Q2: 47,472 shares; 2025Q3: 46,966 shares 46,966 $5.12M 0.07% -506 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: 4,493 shares; 2024Q4: 4,082 shares; 2025Q1: 4,344 shares; 2025Q2: 3,394 shares; 2025Q3: 10,366 shares 10,366 $5.11M 0.07% +6,972 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: 14,726 shares; 2024Q4: 70,684 shares; 2025Q1: 108,934 shares; 2025Q2: 122,124 shares; 2025Q3: 117,467 shares 117,467 $5.03M 0.07% -4,657 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,115 shares; 2024Q4: 73,354 shares; 2025Q1: 63,104 shares; 2025Q2: 53,448 shares; 2025Q3: 52,471 shares 52,471 $4.99M 0.07% -977 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: 13,428 shares; 2024Q4: 12,374 shares; 2025Q1: 11,604 shares; 2025Q2: 12,341 shares; 2025Q3: 11,158 shares 11,158 $4.99M 0.07% -1,183 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: 49,018 shares; 2024Q4: 53,817 shares; 2025Q1: 43,965 shares; 2025Q2: 48,378 shares; 2025Q3: 51,899 shares 51,899 $4.98M 0.06% +3,521 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,535 shares; 2024Q4: 91,901 shares; 2025Q1: 133,863 shares; 2025Q2: 148,896 shares; 2025Q3: 153,945 shares 153,945 $4.81M 0.06% +5,049 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: 69,936 shares; 2024Q4: 65,050 shares; 2025Q1: 59,131 shares; 2025Q2: 62,151 shares; 2025Q3: 63,590 shares 63,590 $4.79M 0.06% +1,439 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: 29,163 shares; 2024Q4: 41,744 shares; 2025Q1: 38,422 shares; 2025Q2: 42,138 shares; 2025Q3: 36,378 shares 36,378 $4.77M 0.06% -5,760 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,913 shares; 2024Q4: 54,017 shares; 2025Q1: 14,894 shares; 2025Q2: 53,978 shares; 2025Q3: 53,616 shares 53,616 $4.77M 0.06% -362 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: 7,314 shares; 2024Q4: 7,785 shares; 2025Q1: 5,496 shares; 2025Q2: 5,645 shares; 2025Q3: 6,196 shares 6,196 $4.7M 0.06% +551 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: 16,647 shares; 2024Q4: 17,201 shares; 2025Q1: 12,562 shares; 2025Q2: 13,358 shares; 2025Q3: 13,093 shares 13,093 $4.62M 0.06% -265 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: 21,043 shares; 2024Q4: 24,494 shares; 2025Q1: 19,471 shares; 2025Q2: 20,508 shares; 2025Q3: 18,423 shares 18,423 $4.54M 0.06% -2,085 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: 35,630 shares; 2025Q1: 42,006 shares; 2025Q2: 42,092 shares; 2025Q3: 33,321 shares 33,321 $4.54M 0.06% -8,771 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: 63,975 shares; 2024Q4: 77,379 shares; 2025Q1: 76,835 shares; 2025Q2: 46,767 shares; 2025Q3: 46,541 shares 46,541 $4.49M 0.06% -226 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,291 shares; 2024Q4: 41,643 shares; 2025Q1: 53,160 shares; 2025Q2: 53,131 shares; 2025Q3: 53,630 shares 53,630 $4.48M 0.06% +499 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: 225,187 shares; 2024Q4: 169,328 shares; 2025Q1: 175,799 shares; 2025Q2: 181,463 shares; 2025Q3: 175,088 shares 175,088 $4.46M 0.06% -6,375 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: 95,670 shares; 2024Q4: 92,123 shares; 2025Q1: 88,755 shares; 2025Q2: 90,658 shares; 2025Q3: 90,999 shares 90,999 $4.44M 0.06% +341 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: 59,654 shares; 2024Q4: 50,034 shares; 2025Q1: 48,514 shares; 2025Q2: 53,699 shares; 2025Q3: 52,487 shares 52,487 $4.44M 0.06% -1,212 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,439 shares; 2024Q4: 30,787 shares; 2025Q1: 28,283 shares; 2025Q2: 29,078 shares; 2025Q3: 34,571 shares 34,571 $4.43M 0.06% +5,493 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: 128,961 shares; 2024Q4: 26,902 shares; 2025Q1: 28,129 shares; 2025Q2: 25,268 shares; 2025Q3: 26,481 shares 26,481 $4.43M 0.06% +1,213 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: 66,544 shares; 2024Q4: 63,095 shares; 2025Q1: 53,413 shares; 2025Q2: 52,837 shares; 2025Q3: 53,287 shares 53,287 $4.39M 0.06% +450 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,577 shares; 2024Q4: 25,232 shares; 2025Q1: 24,066 shares; 2025Q2: 24,765 shares; 2025Q3: 23,833 shares 23,833 $4.35M 0.06% -932 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: 17,164 shares; 2024Q4: 18,639 shares; 2025Q1: 15,868 shares; 2025Q2: 16,480 shares; 2025Q3: 15,757 shares 15,757 $4.3M 0.06% -723 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,767 shares; 2024Q4: 28,217 shares; 2025Q1: 25,999 shares; 2025Q2: 33,908 shares; 2025Q3: 47,314 shares 47,314 $4.29M 0.06% +13,406 Timeline CMF 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: 107,494 shares; 2024Q4: 103,029 shares; 2025Q1: 99,635 shares; 2025Q2: 75,165 shares; 2025Q3: 75,092 shares 75,092 $4.28M 0.06% -73 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,633 shares; 2024Q4: 23,179 shares; 2025Q1: 23,134 shares; 2025Q2: 24,368 shares; 2025Q3: 24,332 shares 24,332 $4.27M 0.06% -36 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: 44,897 shares; 2024Q4: 44,433 shares; 2025Q1: 35,348 shares; 2025Q2: 28,752 shares; 2025Q3: 34,385 shares 34,385 $4.26M 0.06% +5,633 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: 13,938 shares; 2024Q4: 13,047 shares; 2025Q1: 13,121 shares; 2025Q2: 11,256 shares; 2025Q3: 10,048 shares 10,048 $4.24M 0.06% -1,208 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: 7,893 shares; 2024Q4: 8,084 shares; 2025Q1: 8,895 shares; 2025Q2: 8,730 shares; 2025Q3: 8,591 shares 8,591 $4.21M 0.05% -139 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: 15,740 shares; 2024Q4: 15,471 shares; 2025Q1: 14,915 shares; 2025Q2: 15,057 shares; 2025Q3: 15,043 shares 15,043 $4.2M 0.05% -14 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: 8,592 shares; 2024Q4: 11,899 shares; 2025Q1: 10,491 shares; 2025Q2: 11,037 shares; 2025Q3: 12,089 shares 12,089 $4.19M 0.05% +1,052 Timeline QQEW 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: 32,355 shares; 2024Q4: 31,311 shares; 2025Q1: 30,706 shares; 2025Q2: 29,819 shares; 2025Q3: 29,664 shares 29,664 $4.19M 0.05% -155 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: 19,002 shares; 2024Q4: 19,005 shares; 2025Q1: 18,701 shares; 2025Q2: 15,376 shares; 2025Q3: 15,826 shares 15,826 $4.15M 0.05% +450 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: 95,448 shares; 2024Q4: 52,301 shares; 2025Q1: 50,516 shares; 2025Q2: 45,336 shares; 2025Q3: 45,297 shares 45,297 $4.14M 0.05% -39 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: 21,980 shares; 2024Q4: 20,841 shares; 2025Q1: 16,832 shares; 2025Q2: 17,037 shares; 2025Q3: 16,695 shares 16,695 $4M 0.05% -342 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,479 shares; 2024Q4: 61,215 shares; 2025Q1: 58,291 shares; 2025Q2: 57,274 shares; 2025Q3: 57,911 shares 57,911 $3.9M 0.05% +637 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,229 shares; 2024Q4: 26,097 shares; 2025Q1: 21,657 shares; 2025Q2: 12,760 shares; 2025Q3: 11,472 shares 11,472 $3.82M 0.05% -1,288 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: 18,272 shares; 2024Q4: 20,758 shares; 2025Q1: 17,092 shares; 2025Q2: 18,757 shares; 2025Q3: 17,259 shares 17,259 $3.81M 0.05% -1,498 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,153 shares; 2024Q4: 75,437 shares; 2025Q1: 75,582 shares; 2025Q2: 95,141 shares; 2025Q3: 110,019 shares 110,019 $3.78M 0.05% +14,878 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: 19,172 shares; 2024Q4: 18,923 shares; 2025Q1: 15,935 shares; 2025Q2: 14,871 shares; 2025Q3: 15,863 shares 15,863 $3.76M 0.05% +992 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: 25,445 shares; 2025Q1: 21,020 shares; 2025Q2: 22,719 shares; 2025Q3: 25,731 shares 25,731 $3.75M 0.05% +3,012 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: 18,978 shares; 2024Q4: 32,880 shares; 2025Q1: 24,972 shares; 2025Q2: 34,653 shares; 2025Q3: 32,206 shares 32,206 $3.74M 0.05% -2,447 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,457 shares; 2025Q1: 1,476 shares; 2025Q2: 1,438 shares; 2025Q3: 1,577 shares 1,577 $3.68M 0.05% +139 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,362 shares; 2024Q4: 48,362 shares; 2025Q1: 48,673 shares; 2025Q2: 48,102 shares; 2025Q3: 48,032 shares 48,032 $3.67M 0.05% -70 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: 35,102 shares; 2024Q4: 43,307 shares; 2025Q1: 32,864 shares; 2025Q2: 43,043 shares; 2025Q3: 46,877 shares 46,877 $3.65M 0.05% +3,834 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: 19,063 shares; 2024Q4: 18,603 shares; 2025Q1: 17,459 shares; 2025Q2: 16,986 shares; 2025Q3: 16,697 shares 16,697 $3.62M 0.05% -289 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,042 shares; 2024Q4: 50,375 shares; 2025Q1: 51,930 shares; 2025Q2: 44,901 shares; 2025Q3: 47,079 shares 47,079 $3.61M 0.05% +2,178 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,997 shares; 2024Q4: 30,742 shares; 2025Q1: 30,155 shares; 2025Q2: 25,608 shares; 2025Q3: 25,121 shares 25,121 $3.58M 0.05% -487 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: 23,949 shares; 2024Q4: 25,912 shares; 2025Q1: 22,322 shares; 2025Q2: 16,707 shares; 2025Q3: 14,442 shares 14,442 $3.57M 0.05% -2,265 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: 231,958 shares; 2024Q4: 131,249 shares; 2025Q1: 127,755 shares; 2025Q2: 103,523 shares; 2025Q3: 104,534 shares 104,534 $3.51M 0.05% +1,011 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,671 shares; 2024Q4: 30,492 shares; 2025Q1: 29,584 shares; 2025Q2: 29,494 shares; 2025Q3: 29,550 shares 29,550 $3.5M 0.05% +56 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: 43,183 shares; 2024Q4: 42,081 shares; 2025Q1: 32,478 shares; 2025Q2: 33,680 shares; 2025Q3: 31,667 shares 31,667 $3.5M 0.05% -2,013 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,535 shares; 2024Q4: 16,969 shares; 2025Q1: 16,885 shares; 2025Q2: 17,482 shares; 2025Q3: 19,431 shares 19,431 $3.47M 0.05% +1,949 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: 8,075 shares; 2024Q4: 8,043 shares; 2025Q1: 54,338 shares; 2025Q2: 54,401 shares; 2025Q3: 54,078 shares 54,078 $3.47M 0.05% -323 Timeline IYW 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: 30,827 shares; 2024Q4: 29,289 shares; 2025Q1: 27,898 shares; 2025Q2: 18,472 shares; 2025Q3: 17,654 shares 17,654 $3.46M 0.05% -818 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,975 shares; 2024Q4: 21,374 shares; 2025Q1: 22,555 shares; 2025Q2: 24,042 shares; 2025Q3: 24,840 shares 24,840 $3.44M 0.04% +798 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,866 shares; 2024Q4: 8,864 shares; 2025Q1: 8,935 shares; 2025Q2: 9,974 shares; 2025Q3: 59,746 shares 59,746 $3.44M 0.04% +49,772 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,584 shares; 2024Q4: 38,034 shares; 2025Q1: 29,544 shares; 2025Q2: 64,807 shares; 2025Q3: 63,759 shares 63,759 $3.43M 0.04% -1,048 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,927 shares; 2024Q4: 11,129 shares; 2025Q1: 16,248 shares; 2025Q2: 17,689 shares; 2025Q3: 18,023 shares 18,023 $3.43M 0.04% +334 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: 43,091 shares; 2024Q4: 41,571 shares; 2025Q1: 50,459 shares; 2025Q2: 51,679 shares; 2025Q3: 52,332 shares 52,332 $3.4M 0.04% +653 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,836 shares; 2024Q4: 51,128 shares; 2025Q1: 52,419 shares; 2025Q2: 51,735 shares; 2025Q3: 51,245 shares 51,245 $3.4M 0.04% -490 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,806 shares; 2024Q4: 43,210 shares; 2025Q1: 53,884 shares; 2025Q2: 59,554 shares; 2025Q3: 57,185 shares 57,185 $3.39M 0.04% -2,369 XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,381 shares; 2024Q4: 33,316 shares; 2025Q1: 31,544 shares; 2025Q2: 39,099 shares; 2025Q3: 37,902 shares 37,902 $3.39M 0.04% -1,197 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: 63,396 shares; 2024Q4: 62,023 shares; 2025Q1: 58,482 shares; 2025Q2: 60,672 shares; 2025Q3: 56,713 shares 56,713 $3.39M 0.04% -3,959 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,691 shares; 2024Q4: 38,519 shares; 2025Q1: 36,686 shares; 2025Q2: 38,680 shares; 2025Q3: 38,484 shares 38,484 $3.36M 0.04% -196 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: 10,350 shares; 2024Q4: 9,736 shares; 2025Q1: 15,069 shares; 2025Q2: 16,707 shares; 2025Q3: 17,771 shares 17,771 $3.34M 0.04% +1,064 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,453 shares; 2024Q4: 133,990 shares; 2025Q1: 131,122 shares; 2025Q2: 132,742 shares; 2025Q3: 115,797 shares 115,797 $3.33M 0.04% -16,945 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: 3,724 shares; 2024Q4: 3,553 shares; 2025Q1: 3,252 shares; 2025Q2: 3,518 shares; 2025Q3: 3,477 shares 3,477 $3.32M 0.04% -41 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: 48,837 shares; 2024Q4: 83,942 shares; 2025Q1: 68,762 shares; 2025Q2: 128,972 shares; 2025Q3: 128,664 shares 128,664 $3.31M 0.04% -308 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: 67,262 shares; 2024Q4: 21,355 shares; 2025Q1: 20,649 shares; 2025Q2: 16,416 shares; 2025Q3: 16,377 shares 16,377 $3.29M 0.04% -39 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: 17,578 shares; 2024Q4: 24,075 shares; 2025Q1: 23,532 shares; 2025Q2: 23,417 shares; 2025Q3: 23,644 shares 23,644 $3.22M 0.04% +227 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,448 shares; 2024Q4: 10,530 shares; 2025Q1: 10,754 shares; 2025Q2: 21,707 shares; 2025Q3: 23,051 shares 23,051 $3.21M 0.04% +1,344 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,880 shares; 2024Q4: 75,880 shares; 2025Q1: 75,880 shares; 2025Q2: 78,181 shares; 2025Q3: 86,936 shares 86,936 $3.19M 0.04% +8,755 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: 19,390 shares; 2024Q4: 28,408 shares; 2025Q1: 19,107 shares; 2025Q2: 26,979 shares; 2025Q3: 21,686 shares 21,686 $3.17M 0.04% -5,293 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,135 shares; 2024Q4: 75,431 shares; 2025Q1: 69,125 shares; 2025Q2: 68,155 shares; 2025Q3: 67,555 shares 67,555 $3.16M 0.04% -600 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,744 shares; 2024Q4: 29,893 shares; 2025Q1: 30,164 shares; 2025Q2: 34,079 shares; 2025Q3: 36,467 shares 36,467 $3.16M 0.04% +2,388 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,493 shares; 2024Q4: 82,493 shares; 2025Q1: 81,969 shares; 2025Q2: 81,394 shares; 2025Q3: 81,187 shares 81,187 $3.13M 0.04% -207 Timeline IXN 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: 31,102 shares; 2024Q4: 31,108 shares; 2025Q1: 30,824 shares; 2025Q2: 30,494 shares; 2025Q3: 30,308 shares 30,308 $3.13M 0.04% -186 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: 10,095 shares; 2024Q4: 6,637 shares; 2025Q1: 11,024 shares; 2025Q2: 11,155 shares; 2025Q3: 11,542 shares 11,542 $3.12M 0.04% +387 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,035 shares; 2024Q4: 3,714 shares; 2025Q1: 3,746 shares; 2025Q2: 4,970 shares; 2025Q3: 5,503 shares 5,503 $3.09M 0.04% +533 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,919 shares; 2024Q4: 69,965 shares; 2025Q1: 70,078 shares; 2025Q2: 70,856 shares; 2025Q3: 72,667 shares 72,667 $3.07M 0.04% +1,811 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: 5,492 shares; 2024Q4: 4,643 shares; 2025Q1: 4,627 shares; 2025Q2: 3,952 shares; 2025Q3: 4,266 shares 4,266 $3.07M 0.04% +314 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: 9,067 shares; 2024Q4: 8,383 shares; 2025Q1: 7,431 shares; 2025Q2: 7,734 shares; 2025Q3: 7,365 shares 7,365 $3.05M 0.04% -369 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,857 shares; 2024Q4: 34,213 shares; 2025Q1: 40,943 shares; 2025Q2: 43,126 shares; 2025Q3: 45,025 shares 45,025 $3.04M 0.04% +1,899 Timeline SCHV 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: 4,373 shares; 2024Q4: 11,730 shares; 2025Q1: 11,737 shares; 2025Q2: 100,916 shares; 2025Q3: 102,815 shares 102,815 $2.99M 0.04% +1,899 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,191 shares; 2024Q4: 194,818 shares; 2025Q1: 204,277 shares; 2025Q2: 119,893 shares; 2025Q3: 119,160 shares 119,160 $2.98M 0.04% -733 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: 5,129 shares; 2024Q4: 5,761 shares; 2025Q1: 4,977 shares; 2025Q2: 7,368 shares; 2025Q3: 8,464 shares 8,464 $2.97M 0.04% +1,096 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: 20,792 shares; 2024Q4: 21,703 shares; 2025Q1: 15,143 shares; 2025Q2: 18,636 shares; 2025Q3: 14,894 shares 14,894 $2.96M 0.04% -3,742 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: 74,590 shares; 2024Q4: 6,648 shares; 2025Q1: 7,970 shares; 2025Q2: 9,088 shares; 2025Q3: 8,986 shares 8,986 $2.96M 0.04% -102 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,771 shares; 2024Q4: 14,735 shares; 2025Q1: 31,165 shares; 2025Q2: 29,774 shares; 2025Q3: 30,408 shares 30,408 $2.93M 0.04% +634 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: 8,188 shares; 2024Q4: 7,465 shares; 2025Q1: 7,200 shares; 2025Q2: 8,003 shares; 2025Q3: 8,555 shares 8,555 $2.92M 0.04% +552 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: 7,818 shares; 2024Q4: 6,765 shares; 2025Q1: 6,620 shares; 2025Q2: 7,490 shares; 2025Q3: 8,107 shares 8,107 $2.89M 0.04% +617 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: 12,241 shares; 2024Q4: 11,170 shares; 2025Q1: 10,169 shares; 2025Q2: 10,771 shares; 2025Q3: 9,982 shares 9,982 $2.88M 0.04% -789 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,010 shares; 2025Q1: 9,169 shares; 2025Q2: 11,441 shares; 2025Q3: 11,267 shares 11,267 $2.86M 0.04% -174 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: 12,711 shares; 2024Q4: 17,813 shares; 2025Q1: 13,694 shares; 2025Q2: 10,647 shares; 2025Q3: 9,233 shares 9,233 $2.86M 0.04% -1,414 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,034 shares; 2024Q4: 8,295 shares; 2025Q1: 9,747 shares; 2025Q2: 9,993 shares; 2025Q3: 9,659 shares 9,659 $2.84M 0.04% -334 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: 14,748 shares; 2024Q4: 14,462 shares; 2025Q1: 22,400 shares; 2025Q2: 25,140 shares; 2025Q3: 22,415 shares 22,415 $2.84M 0.04% -2,725 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: 20,915 shares; 2024Q4: 15,211 shares; 2025Q1: 15,233 shares; 2025Q2: 14,425 shares; 2025Q3: 14,582 shares 14,582 $2.81M 0.04% +157 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,621 shares; 2024Q4: 58,200 shares; 2025Q1: 51,688 shares; 2025Q2: 64,425 shares; 2025Q3: 68,133 shares 68,133 $2.79M 0.04% +3,708 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: 5,528 shares; 2024Q4: 5,474 shares; 2025Q1: 5,002 shares; 2025Q2: 4,794 shares; 2025Q3: 4,521 shares 4,521 $2.75M 0.04% -273 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,686 shares; 2024Q4: 61,770 shares; 2025Q1: 44,433 shares; 2025Q2: 59,969 shares; 2025Q3: 57,272 shares 57,272 $2.72M 0.04% -2,697 Timeline STIP 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: 29,825 shares; 2024Q4: 29,635 shares; 2025Q1: 27,541 shares; 2025Q2: 26,304 shares; 2025Q3: 26,168 shares 26,168 $2.7M 0.04% -136 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 4,048 shares; 2025Q1: 7,218 shares; 2025Q2: 7,471 shares; 2025Q3: 7,792 shares 7,792 $2.7M 0.04% +321 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: 20,185 shares; 2024Q4: 19,471 shares; 2025Q1: 17,188 shares; 2025Q2: 16,371 shares; 2025Q3: 15,916 shares 15,916 $2.7M 0.04% -455 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 1,665 shares; 2025Q1: 1,745 shares; 2025Q2: 1,863 shares; 2025Q3: 1,794 shares 1,794 $2.68M 0.03% -69 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: 13,819 shares; 2024Q4: 15,667 shares; 2025Q1: 13,902 shares; 2025Q2: 14,971 shares; 2025Q3: 15,881 shares 15,881 $2.68M 0.03% +910 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,997 shares; 2024Q4: 20,452 shares; 2025Q1: 19,488 shares; 2025Q2: 18,535 shares; 2025Q3: 19,004 shares 19,004 $2.66M 0.03% +469 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,837 shares; 2024Q4: 111,647 shares; 2025Q1: 105,298 shares; 2025Q2: 104,518 shares; 2025Q3: 104,483 shares 104,483 $2.64M 0.03% -35 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: 14,381 shares; 2024Q4: 14,029 shares; 2025Q1: 15,924 shares; 2025Q2: 14,589 shares; 2025Q3: 14,575 shares 14,575 $2.6M 0.03% -14 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: 10,281 shares; 2024Q4: 9,498 shares; 2025Q1: 8,164 shares; 2025Q2: 13,226 shares; 2025Q3: 11,803 shares 11,803 $2.59M 0.03% -1,423 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: 15,763 shares; 2024Q4: 16,068 shares; 2025Q1: 14,595 shares; 2025Q2: 14,728 shares; 2025Q3: 12,856 shares 12,856 $2.59M 0.03% -1,872 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: 6,900 shares; 2024Q4: 6,613 shares; 2025Q1: 6,268 shares; 2025Q2: 7,672 shares; 2025Q3: 10,857 shares 10,857 $2.57M 0.03% +3,185 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: 48,248 shares; 2024Q4: 10,541 shares; 2025Q1: 12,041 shares; 2025Q2: 24,506 shares; 2025Q3: 24,073 shares 24,073 $2.57M 0.03% -433 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,284 shares; 2024Q4: 190,396 shares; 2025Q1: 140,871 shares; 2025Q2: 136,483 shares; 2025Q3: 133,182 shares 133,182 $2.56M 0.03% -3,301 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,414 shares; 2025Q3: 55,931 shares 55,931 $2.56M 0.03% -483 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,573 shares; 2024Q4: 72,989 shares; 2025Q1: 68,384 shares; 2025Q2: 64,835 shares; 2025Q3: 64,565 shares 64,565 $2.56M 0.03% -270 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,783 shares; 2024Q4: 18,712 shares; 2025Q1: 18,759 shares; 2025Q2: 19,269 shares; 2025Q3: 19,200 shares 19,200 $2.56M 0.03% -69 Timeline MGV 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: 18,145 shares; 2024Q4: 18,419 shares; 2025Q1: 18,234 shares; 2025Q2: 18,307 shares; 2025Q3: 18,390 shares 18,390 $2.55M 0.03% +83 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,603 shares; 2024Q4: 9,100 shares; 2025Q1: 6,675 shares; 2025Q2: 9,460 shares; 2025Q3: 11,214 shares 11,214 $2.53M 0.03% +1,754 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,165 shares; 2024Q4: 9,165 shares; 2025Q1: 9,165 shares; 2025Q2: 9,435 shares; 2025Q3: 10,336 shares 10,336 $2.53M 0.03% +901 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,552 shares; 2025Q3: 49,582 shares 49,582 $2.53M 0.03% -970 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 941 shares; 2025Q1: 1,393 shares; 2025Q2: 1,306 shares; 2025Q3: 1,316 shares 1,316 $2.52M 0.03% +10 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,553 shares; 2025Q1: 10,618 shares; 2025Q2: 15,021 shares; 2025Q3: 17,533 shares 17,533 $2.51M 0.03% +2,512 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,179 shares; 2024Q4: 436,108 shares; 2025Q1: 398,535 shares; 2025Q2: 401,843 shares; 2025Q3: 408,302 shares 408,302 $2.5M 0.03% +6,459 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,131 shares; 2024Q4: 7,513 shares; 2025Q1: 7,574 shares; 2025Q2: 7,310 shares; 2025Q3: 7,645 shares 7,645 $2.5M 0.03% +335 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: 3,470 shares; 2024Q4: 4,312 shares; 2025Q1: 3,086 shares; 2025Q2: 4,349 shares; 2025Q3: 5,231 shares 5,231 $2.49M 0.03% +882 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: 6,386 shares; 2024Q4: 7,380 shares; 2025Q1: 7,350 shares; 2025Q2: 8,860 shares; 2025Q3: 9,045 shares 9,045 $2.48M 0.03% +185 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,935 shares; 2024Q4: 4,797 shares; 2025Q1: 11,151 shares; 2025Q2: 11,466 shares; 2025Q3: 15,486 shares 15,486 $2.48M 0.03% +4,020 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: 8,454 shares; 2024Q4: 8,778 shares; 2025Q1: 7,885 shares; 2025Q2: 8,773 shares; 2025Q3: 7,603 shares 7,603 $2.47M 0.03% -1,170 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: 4,603 shares; 2024Q4: 4,894 shares; 2025Q1: 7,932 shares; 2025Q2: 8,147 shares; 2025Q3: 9,057 shares 9,057 $2.46M 0.03% +910 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,234 shares; 2024Q4: 19,383 shares; 2025Q1: 18,290 shares; 2025Q2: 17,791 shares; 2025Q3: 17,439 shares 17,439 $2.44M 0.03% -352 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,290 shares; 2024Q4: 22,184 shares; 2025Q1: 19,957 shares; 2025Q2: 49,886 shares; 2025Q3: 49,217 shares 49,217 $2.43M 0.03% -669 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,450 shares; 2024Q4: 12,436 shares; 2025Q1: 10,576 shares; 2025Q2: 13,072 shares; 2025Q3: 10,060 shares 10,060 $2.42M 0.03% -3,012 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,545 shares; 2024Q4: 31,954 shares; 2025Q1: 30,062 shares; 2025Q2: 30,339 shares; 2025Q3: 23,323 shares 23,323 $2.42M 0.03% -7,016 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: 15,182 shares; 2024Q4: 12,811 shares; 2025Q1: 12,903 shares; 2025Q2: 12,914 shares; 2025Q3: 12,451 shares 12,451 $2.41M 0.03% -463 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,168 shares; 2024Q4: 32,245 shares; 2025Q1: 30,001 shares; 2025Q2: 30,659 shares; 2025Q3: 32,100 shares 32,100 $2.41M 0.03% +1,441 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: 22,619 shares; 2024Q4: 22,341 shares; 2025Q1: 21,121 shares; 2025Q2: 21,010 shares; 2025Q3: 21,405 shares 21,405 $2.41M 0.03% +395 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: 32,638 shares; 2024Q4: 30,590 shares; 2025Q1: 30,488 shares; 2025Q2: 30,733 shares; 2025Q3: 35,520 shares 35,520 $2.4M 0.03% +4,787 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,959 shares; 2024Q4: 28,813 shares; 2025Q1: 27,468 shares; 2025Q2: 25,953 shares; 2025Q3: 25,657 shares 25,657 $2.39M 0.03% -296 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,647 shares; 2024Q4: 93,625 shares; 2025Q1: 89,910 shares; 2025Q2: 107,342 shares; 2025Q3: 79,980 shares 79,980 $2.37M 0.03% -27,362 Timeline DIREXION SHS ETF TR DIREXION SHS ETF TR More: the full row for DIREXION SHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 364,540 shares 364,540 $2.37M 0.03% new 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: 6,782 shares; 2024Q4: 5,886 shares; 2025Q1: 5,239 shares; 2025Q2: 5,147 shares; 2025Q3: 4,759 shares 4,759 $2.34M 0.03% -388 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: 5,383 shares; 2024Q4: 6,026 shares; 2025Q1: 5,127 shares; 2025Q2: 5,466 shares; 2025Q3: 5,462 shares 5,462 $2.33M 0.03% -4 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: 5,938 shares; 2024Q4: 6,092 shares; 2025Q1: 6,393 shares; 2025Q2: 6,353 shares; 2025Q3: 5,854 shares 5,854 $2.29M 0.03% -499 Timeline EFSI EAGLE FINL SVCS INC More: the full row for EAGLE FINL SVCS 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: 60,400 shares; 2025Q3: 60,400 shares 60,400 $2.28M 0.03% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,608 shares; 2024Q4: 60,497 shares; 2025Q1: 62,188 shares; 2025Q2: 63,628 shares; 2025Q3: 62,354 shares 62,354 $2.28M 0.03% -1,274 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,977 shares; 2024Q4: 4,454 shares; 2025Q1: 4,456 shares; 2025Q2: 5,647 shares; 2025Q3: 6,722 shares 6,722 $2.27M 0.03% +1,075 Timeline SPTL 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: 204,860 shares; 2024Q4: 191,886 shares; 2025Q1: 149,088 shares; 2025Q2: 93,522 shares; 2025Q3: 83,567 shares 83,567 $2.25M 0.03% -9,955 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: 42,958 shares; 2024Q4: 39,826 shares; 2025Q1: 32,258 shares; 2025Q2: 35,694 shares; 2025Q3: 36,780 shares 36,780 $2.25M 0.03% +1,086 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: 6,387 shares; 2024Q4: 6,087 shares; 2025Q1: 5,947 shares; 2025Q2: 5,980 shares; 2025Q3: 7,072 shares 7,072 $2.25M 0.03% +1,092 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,680 shares; 2024Q4: 52,751 shares; 2025Q1: 47,919 shares; 2025Q2: 49,774 shares; 2025Q3: 50,521 shares 50,521 $2.2M 0.03% +747 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,084 shares; 2024Q4: 3,193 shares; 2025Q1: 3,255 shares; 2025Q2: 9,053 shares; 2025Q3: 9,165 shares 9,165 $2.2M 0.03% +112 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: 23,373 shares; 2024Q4: 27,563 shares; 2025Q1: 25,729 shares; 2025Q2: 28,161 shares; 2025Q3: 27,067 shares 27,067 $2.16M 0.03% -1,094 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,845 shares; 2024Q4: 40,127 shares; 2025Q1: 37,337 shares; 2025Q2: 36,891 shares; 2025Q3: 36,131 shares 36,131 $2.15M 0.03% -760 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,905 shares; 2024Q4: 195,910 shares; 2025Q1: 149,285 shares; 2025Q2: 151,406 shares; 2025Q3: 132,674 shares 132,674 $2.14M 0.03% -18,732 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: 29,309 shares; 2024Q4: 25,396 shares; 2025Q1: 26,529 shares; 2025Q2: 28,423 shares; 2025Q3: 34,955 shares 34,955 $2.12M 0.03% +6,532 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 2,091 shares; 2025Q1: 2,836 shares; 2025Q2: 3,132 shares; 2025Q3: 2,939 shares 2,939 $2.11M 0.03% -193 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,387 shares; 2024Q4: 32,819 shares; 2025Q1: 32,150 shares; 2025Q2: 31,443 shares; 2025Q3: 61,568 shares 61,568 $2.1M 0.03% +30,125 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,089 shares; 2024Q4: 27,301 shares; 2025Q1: 26,280 shares; 2025Q2: 22,976 shares; 2025Q3: 23,338 shares 23,338 $2.09M 0.03% +362 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,165 shares; 2024Q4: 56,728 shares; 2025Q1: 55,190 shares; 2025Q2: 55,313 shares; 2025Q3: 46,089 shares 46,089 $2.07M 0.03% -9,224 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,807 shares; 2024Q4: 58,444 shares; 2025Q1: 45,889 shares; 2025Q2: 45,804 shares; 2025Q3: 43,844 shares 43,844 $2.07M 0.03% -1,960 Timeline IEUR 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: 51,516 shares; 2024Q4: 47,433 shares; 2025Q1: 43,438 shares; 2025Q2: 30,714 shares; 2025Q3: 30,334 shares 30,334 $2.07M 0.03% -380 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,545 shares; 2024Q4: 23,145 shares; 2025Q1: 23,028 shares; 2025Q2: 22,802 shares; 2025Q3: 23,268 shares 23,268 $2.07M 0.03% +466 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,059 shares; 2024Q4: 3,218 shares; 2025Q1: 1,751 shares; 2025Q2: 3,103 shares; 2025Q3: 3,259 shares 3,259 $2.05M 0.03% +156 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,368 shares; 2024Q4: 308,544 shares; 2025Q1: 273,219 shares; 2025Q2: 261,503 shares; 2025Q3: 228,672 shares 228,672 $2.05M 0.03% -32,831 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: 6,743 shares; 2024Q4: 9,677 shares; 2025Q1: 8,452 shares; 2025Q2: 12,071 shares; 2025Q3: 9,976 shares 9,976 $2.05M 0.03% -2,095 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,759 shares; 2024Q4: 19,260 shares; 2025Q1: 18,022 shares; 2025Q2: 16,674 shares; 2025Q3: 16,676 shares 16,676 $2.04M 0.03% +2 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,774 shares; 2024Q4: 3,712 shares; 2025Q1: 2,911 shares; 2025Q2: 3,788 shares; 2025Q3: 3,584 shares 3,584 $2.03M 0.03% -204 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: 13,439 shares; 2024Q4: 12,759 shares; 2025Q1: 11,645 shares; 2025Q2: 12,456 shares; 2025Q3: 11,928 shares 11,928 $2.03M 0.03% -528 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: 102,788 shares; 2024Q4: 105,430 shares; 2025Q1: 30,753 shares; 2025Q2: 22,024 shares; 2025Q3: 33,304 shares 33,304 $2.03M 0.03% +11,280 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,300 shares; 2024Q4: 47,626 shares; 2025Q1: 41,147 shares; 2025Q2: 47,092 shares; 2025Q3: 45,491 shares 45,491 $2.03M 0.03% -1,601 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,166 shares; 2024Q4: 5,279 shares; 2025Q1: 6,363 shares; 2025Q2: 22,663 shares; 2025Q3: 23,214 shares 23,214 $2.02M 0.03% +551 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 7,646 shares; 2025Q1: 7,786 shares; 2025Q2: 7,962 shares; 2025Q3: 9,325 shares 9,325 $1.99M 0.03% +1,363 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,746 shares; 2024Q4: 29,564 shares; 2025Q1: 34,319 shares; 2025Q2: 33,054 shares; 2025Q3: 35,742 shares 35,742 $1.99M 0.03% +2,688 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,432 shares; 2024Q4: 7,025 shares; 2025Q1: 6,683 shares; 2025Q2: 26,448 shares; 2025Q3: 27,034 shares 27,034 $1.99M 0.03% +586 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,522 shares; 2024Q4: 4,491 shares; 2025Q1: 4,758 shares; 2025Q2: 16,437 shares; 2025Q3: 16,717 shares 16,717 $1.98M 0.03% +280 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,384 shares; 2024Q4: 24,230 shares; 2025Q1: 18,209 shares; 2025Q2: 22,395 shares; 2025Q3: 26,551 shares 26,551 $1.98M 0.03% +4,156 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,944 shares; 2024Q4: 34,431 shares; 2025Q1: 35,412 shares; 2025Q2: 35,047 shares; 2025Q3: 34,888 shares 34,888 $1.97M 0.03% -159 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: 68,591 shares; 2024Q4: 63,113 shares; 2025Q1: 57,070 shares; 2025Q2: 56,920 shares; 2025Q3: 54,825 shares 54,825 $1.95M 0.03% -2,095 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,118 shares; 2024Q4: 12,195 shares; 2025Q1: 12,380 shares; 2025Q2: 12,683 shares; 2025Q3: 11,954 shares 11,954 $1.94M 0.03% -729 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: 21,388 shares; 2024Q4: 17,019 shares; 2025Q1: 19,460 shares; 2025Q2: 15,149 shares; 2025Q3: 16,791 shares 16,791 $1.92M 0.03% +1,642 Timeline HGV HILTON GRAND VACATIONS INC More: the full row for HILTON GRAND VACATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,847 shares; 2024Q4: 40,754 shares; 2025Q1: 40,877 shares; 2025Q2: 45,951 shares; 2025Q3: 45,984 shares 45,984 $1.92M 0.03% +33 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: 19,874 shares; 2024Q4: 16,889 shares; 2025Q1: 15,443 shares; 2025Q2: 14,962 shares; 2025Q3: 14,791 shares 14,791 $1.92M 0.03% -171 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,346 shares; 2024Q4: 22,879 shares; 2025Q1: 20,588 shares; 2025Q2: 20,330 shares; 2025Q3: 20,259 shares 20,259 $1.92M 0.03% -71 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: 34,061 shares; 2024Q4: 26,870 shares; 2025Q1: 26,347 shares; 2025Q2: 24,742 shares; 2025Q3: 24,347 shares 24,347 $1.91M 0.02% -395 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,105 shares; 2024Q4: 27,031 shares; 2025Q1: 24,190 shares; 2025Q2: 25,689 shares; 2025Q3: 25,586 shares 25,586 $1.91M 0.02% -103 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,221 shares; 2024Q4: 34,081 shares; 2025Q1: 40,775 shares; 2025Q2: 60,483 shares; 2025Q3: 60,586 shares 60,586 $1.9M 0.02% +103 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,639 shares; 2024Q4: 93,363 shares; 2025Q1: 76,094 shares; 2025Q2: 72,086 shares; 2025Q3: 68,531 shares 68,531 $1.89M 0.02% -3,555 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: 9,919 shares; 2024Q4: 13,049 shares; 2025Q1: 11,086 shares; 2025Q2: 13,996 shares; 2025Q3: 14,919 shares 14,919 $1.87M 0.02% +923 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,456 shares; 2024Q4: 6,613 shares; 2025Q1: 36,185 shares; 2025Q2: 41,310 shares; 2025Q3: 43,889 shares 43,889 $1.86M 0.02% +2,579 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,787 shares; 2024Q4: 46,906 shares; 2025Q1: 43,816 shares; 2025Q2: 33,095 shares; 2025Q3: 36,790 shares 36,790 $1.86M 0.02% +3,695 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,110 shares; 2024Q4: 5,514 shares; 2025Q1: 5,481 shares; 2025Q2: 6,351 shares; 2025Q3: 6,229 shares 6,229 $1.86M 0.02% -122 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,631 shares; 2024Q4: 4,450 shares; 2025Q1: 5,799 shares; 2025Q2: 12,062 shares; 2025Q3: 12,027 shares 12,027 $1.85M 0.02% -35 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: 70,155 shares; 2024Q4: 59,782 shares; 2025Q1: 58,022 shares; 2025Q2: 65,799 shares; 2025Q3: 65,267 shares 65,267 $1.85M 0.02% -532 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,229 shares; 2024Q4: 5,108 shares; 2025Q1: 5,276 shares; 2025Q2: 2,560 shares; 2025Q3: 5,700 shares 5,700 $1.84M 0.02% +3,140 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,048 shares; 2024Q4: 27,748 shares; 2025Q1: 26,694 shares; 2025Q2: 23,979 shares; 2025Q3: 20,376 shares 20,376 $1.83M 0.02% -3,603 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,773 shares; 2024Q4: 2,520 shares; 2025Q1: 2,668 shares; 2025Q2: 3,018 shares; 2025Q3: 3,334 shares 3,334 $1.82M 0.02% +316 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,434 shares; 2024Q4: 10,463 shares; 2025Q1: 10,852 shares; 2025Q2: 23,824 shares; 2025Q3: 23,205 shares 23,205 $1.82M 0.02% -619 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 3,243 shares; 2025Q1: 12,882 shares; 2025Q2: 14,016 shares; 2025Q3: 14,846 shares 14,846 $1.82M 0.02% +830 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,764 shares; 2024Q4: 17,406 shares; 2025Q1: 14,892 shares; 2025Q2: 15,046 shares; 2025Q3: 14,960 shares 14,960 $1.8M 0.02% -86 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,473 shares; 2024Q4: 15,785 shares; 2025Q1: 12,891 shares; 2025Q2: 15,112 shares; 2025Q3: 14,826 shares 14,826 $1.8M 0.02% -286 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: 1,038 shares; 2024Q4: 926 shares; 2025Q1: 1,327 shares; 2025Q2: 1,394 shares; 2025Q3: 1,355 shares 1,355 $1.79M 0.02% -39 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,257 shares; 2024Q4: 16,447 shares; 2025Q1: 17,231 shares; 2025Q2: 18,459 shares; 2025Q3: 17,797 shares 17,797 $1.78M 0.02% -662 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 2,293 shares; 2025Q1: 3,840 shares; 2025Q2: 4,151 shares; 2025Q3: 4,400 shares 4,400 $1.78M 0.02% +249 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: 27,348 shares; 2024Q4: 26,650 shares; 2025Q1: 22,729 shares; 2025Q2: 21,260 shares; 2025Q3: 19,764 shares 19,764 $1.78M 0.02% -1,496 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,328 shares; 2024Q4: 11,580 shares; 2025Q1: 11,386 shares; 2025Q2: 16,340 shares; 2025Q3: 15,964 shares 15,964 $1.78M 0.02% -376 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,001 shares; 2024Q4: 23,895 shares; 2025Q1: 12,010 shares; 2025Q2: 21,546 shares; 2025Q3: 21,235 shares 21,235 $1.76M 0.02% -311 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,358 shares; 2024Q4: 16,993 shares; 2025Q1: 10,866 shares; 2025Q2: 15,388 shares; 2025Q3: 15,421 shares 15,421 $1.73M 0.02% +33 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: 20,060 shares; 2024Q4: 20,630 shares; 2025Q1: 19,144 shares; 2025Q2: 20,456 shares; 2025Q3: 20,722 shares 20,722 $1.71M 0.02% +266 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: 1,956 shares; 2024Q4: 1,480 shares; 2025Q1: 1,544 shares; 2025Q2: 2,687 shares; 2025Q3: 2,666 shares 2,666 $1.7M 0.02% -21 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354,674 shares; 2024Q4: 343,179 shares; 2025Q1: 342,198 shares; 2025Q2: 331,420 shares; 2025Q3: 330,708 shares 330,708 $1.7M 0.02% -712 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: 9,053 shares; 2024Q4: 8,779 shares; 2025Q1: 8,587 shares; 2025Q2: 8,800 shares; 2025Q3: 8,491 shares 8,491 $1.7M 0.02% -309 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,138 shares; 2024Q4: 15,174 shares; 2025Q1: 15,816 shares; 2025Q2: 16,016 shares; 2025Q3: 16,226 shares 16,226 $1.69M 0.02% +210 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: 17,371 shares; 2024Q4: 16,617 shares; 2025Q1: 17,153 shares; 2025Q2: 19,113 shares; 2025Q3: 18,593 shares 18,593 $1.69M 0.02% -520 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,361 shares; 2024Q4: 43,519 shares; 2025Q1: 37,599 shares; 2025Q2: 45,763 shares; 2025Q3: 49,008 shares 49,008 $1.69M 0.02% +3,245 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: 5,716 shares; 2024Q4: 6,711 shares; 2025Q1: 5,162 shares; 2025Q2: 6,152 shares; 2025Q3: 6,464 shares 6,464 $1.69M 0.02% +312 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: 6,663 shares; 2024Q4: 34,204 shares; 2025Q1: 34,213 shares; 2025Q2: 26,779 shares; 2025Q3: 29,295 shares 29,295 $1.67M 0.02% +2,516 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,131 shares; 2024Q4: 13,056 shares; 2025Q1: 12,364 shares; 2025Q2: 12,922 shares; 2025Q3: 12,049 shares 12,049 $1.67M 0.02% -873 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: 49,353 shares; 2024Q4: 41,984 shares; 2025Q1: 35,024 shares; 2025Q2: 25,938 shares; 2025Q3: 26,255 shares 26,255 $1.66M 0.02% +317 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: 177,433 shares; 2024Q4: 141,170 shares; 2025Q1: 128,707 shares; 2025Q2: 104,831 shares; 2025Q3: 36,343 shares 36,343 $1.66M 0.02% -68,488 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,559 shares; 2024Q4: 25,146 shares; 2025Q1: 25,476 shares; 2025Q2: 25,616 shares; 2025Q3: 30,525 shares 30,525 $1.66M 0.02% +4,909 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,925 shares; 2024Q4: 21,414 shares; 2025Q1: 22,439 shares; 2025Q2: 23,499 shares; 2025Q3: 23,300 shares 23,300 $1.65M 0.02% -199 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: 25,132 shares; 2024Q4: 23,738 shares; 2025Q1: 23,340 shares; 2025Q2: 31,010 shares; 2025Q3: 33,524 shares 33,524 $1.64M 0.02% +2,514 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: 14,736 shares; 2024Q4: 16,451 shares; 2025Q1: 20,562 shares; 2025Q2: 22,323 shares; 2025Q3: 24,346 shares 24,346 $1.64M 0.02% +2,023 Timeline ESGE 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: 61,957 shares; 2024Q4: 55,882 shares; 2025Q1: 47,270 shares; 2025Q2: 39,153 shares; 2025Q3: 37,313 shares 37,313 $1.62M 0.02% -1,840 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,141 shares; 2024Q4: 21,602 shares; 2025Q1: 14,717 shares; 2025Q2: 20,831 shares; 2025Q3: 21,352 shares 21,352 $1.62M 0.02% +521 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,192 shares; 2024Q4: 16,034 shares; 2025Q1: 15,498 shares; 2025Q2: 9,304 shares; 2025Q3: 9,607 shares 9,607 $1.62M 0.02% +303 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,429 shares; 2024Q4: 23,687 shares; 2025Q1: 22,658 shares; 2025Q2: 23,551 shares; 2025Q3: 19,921 shares 19,921 $1.62M 0.02% -3,630 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,404 shares; 2024Q4: 49,395 shares; 2025Q1: 44,865 shares; 2025Q2: 45,222 shares; 2025Q3: 46,666 shares 46,666 $1.62M 0.02% +1,444 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: 6,955 shares; 2024Q4: 6,473 shares; 2025Q1: 6,726 shares; 2025Q2: 6,768 shares; 2025Q3: 7,480 shares 7,480 $1.61M 0.02% +712 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: 19,242 shares; 2024Q4: 20,017 shares; 2025Q1: 19,580 shares; 2025Q2: 17,876 shares; 2025Q3: 19,602 shares 19,602 $1.61M 0.02% +1,726 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,336 shares; 2024Q4: 45,562 shares; 2025Q1: 43,296 shares; 2025Q2: 36,572 shares; 2025Q3: 85,098 shares 85,098 $1.59M 0.02% +48,526 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: 30,644 shares; 2024Q4: 29,626 shares; 2025Q1: 28,555 shares; 2025Q2: 30,864 shares; 2025Q3: 31,400 shares 31,400 $1.58M 0.02% +536 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,769 shares; 2024Q4: 24,903 shares; 2025Q1: 25,622 shares; 2025Q2: 23,865 shares; 2025Q3: 23,995 shares 23,995 $1.58M 0.02% +130 Timeline ITA 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: 8,734 shares; 2024Q4: 8,119 shares; 2025Q1: 7,240 shares; 2025Q2: 7,526 shares; 2025Q3: 7,528 shares 7,528 $1.58M 0.02% +2 Timeline MSML 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: 24,427 shares; 2024Q4: 24,522 shares; 2025Q1: 24,592 shares; 2025Q2: 24,669 shares; 2025Q3: 24,754 shares 24,754 $1.57M 0.02% +85 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 16,591 shares; 2025Q1: 19,271 shares; 2025Q2: 18,053 shares; 2025Q3: 17,723 shares 17,723 $1.56M 0.02% -330 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: 39,053 shares; 2024Q4: 37,943 shares; 2025Q1: 30,963 shares; 2025Q2: 31,051 shares; 2025Q3: 32,046 shares 32,046 $1.56M 0.02% +995 Timeline SCHP 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: 38,546 shares; 2024Q4: 57,455 shares; 2025Q1: 56,606 shares; 2025Q2: 57,882 shares; 2025Q3: 57,880 shares 57,880 $1.56M 0.02% -2 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 5,099 shares; 2025Q1: 3,017 shares; 2025Q2: 5,546 shares; 2025Q3: 5,429 shares 5,429 $1.56M 0.02% -117 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,353 shares; 2024Q4: 63,353 shares; 2025Q1: 52,911 shares; 2025Q2: 58,032 shares; 2025Q3: 59,754 shares 59,754 $1.56M 0.02% +1,722 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,605 shares; 2024Q4: 5,941 shares; 2025Q1: 5,523 shares; 2025Q2: 6,023 shares; 2025Q3: 5,983 shares 5,983 $1.55M 0.02% -40 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: 4,188 shares; 2024Q4: 4,066 shares; 2025Q1: 4,061 shares; 2025Q2: 4,546 shares; 2025Q3: 4,407 shares 4,407 $1.54M 0.02% -139 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,300 shares; 2024Q4: 37,622 shares; 2025Q1: 36,326 shares; 2025Q2: 40,431 shares; 2025Q3: 41,037 shares 41,037 $1.54M 0.02% +606 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: 4,403 shares; 2024Q4: 3,820 shares; 2025Q1: 3,084 shares; 2025Q2: 3,639 shares; 2025Q3: 3,075 shares 3,075 $1.53M 0.02% -564 Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,931 shares; 2024Q4: 23,925 shares; 2025Q1: 22,640 shares; 2025Q2: 23,916 shares; 2025Q3: 25,168 shares 25,168 $1.53M 0.02% +1,252 CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,382 shares; 2024Q4: 16,978 shares; 2025Q1: 16,970 shares; 2025Q2: 17,039 shares; 2025Q3: 16,192 shares 16,192 $1.53M 0.02% -847 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,858 shares; 2024Q4: 72,242 shares; 2025Q1: 67,184 shares; 2025Q2: 65,640 shares; 2025Q3: 48,922 shares 48,922 $1.52M 0.02% -16,718 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,086 shares; 2025Q2: 30,872 shares; 2025Q3: 30,741 shares 30,741 $1.51M 0.02% -131 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: 592 shares; 2024Q4: 542 shares; 2025Q1: 539 shares; 2025Q2: 342 shares; 2025Q3: 352 shares 352 $1.51M 0.02% +10 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: 2,305 shares; 2024Q4: 2,224 shares; 2025Q1: 2,212 shares; 2025Q2: 2,149 shares; 2025Q3: 1,921 shares 1,921 $1.5M 0.02% -228 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,250 shares; 2024Q4: 13,704 shares; 2025Q1: 12,109 shares; 2025Q2: 13,713 shares; 2025Q3: 28,293 shares 28,293 $1.5M 0.02% +14,580 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,630 shares; 2024Q4: 22,123 shares; 2025Q1: 20,503 shares; 2025Q2: 17,400 shares; 2025Q3: 15,213 shares 15,213 $1.5M 0.02% -2,187 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: 8,207 shares; 2024Q4: 7,561 shares; 2025Q1: 7,068 shares; 2025Q2: 7,780 shares; 2025Q3: 5,761 shares 5,761 $1.49M 0.02% -2,019 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,877 shares; 2024Q4: 4,420 shares; 2025Q1: 4,352 shares; 2025Q2: 3,020 shares; 2025Q3: 3,078 shares 3,078 $1.49M 0.02% +58 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: 25,393 shares; 2024Q4: 28,280 shares; 2025Q1: 29,900 shares; 2025Q2: 33,903 shares; 2025Q3: 35,226 shares 35,226 $1.49M 0.02% +1,323 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 9,392 shares; 2025Q1: 8,568 shares; 2025Q2: 13,838 shares; 2025Q3: 9,842 shares 9,842 $1.48M 0.02% -3,996 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,280 shares; 2025Q1: 32,238 shares; 2025Q2: 33,994 shares; 2025Q3: 33,740 shares 33,740 $1.48M 0.02% -254 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,952 shares; 2024Q4: 10,548 shares; 2025Q1: 11,778 shares; 2025Q2: 10,589 shares; 2025Q3: 10,875 shares 10,875 $1.47M 0.02% +286 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: 7,008 shares; 2024Q4: 6,103 shares; 2025Q1: 3,078 shares; 2025Q2: 4,710 shares; 2025Q3: 4,806 shares 4,806 $1.47M 0.02% +96 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,824 shares; 2024Q4: 16,260 shares; 2025Q1: 16,769 shares; 2025Q2: 16,363 shares; 2025Q3: 14,865 shares 14,865 $1.47M 0.02% -1,498 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: 9,364 shares; 2024Q4: 9,544 shares; 2025Q1: 9,101 shares; 2025Q2: 9,539 shares; 2025Q3: 8,444 shares 8,444 $1.46M 0.02% -1,095 Timeline GOVT 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: 155,865 shares; 2024Q4: 146,064 shares; 2025Q1: 68,503 shares; 2025Q2: 55,504 shares; 2025Q3: 63,103 shares 63,103 $1.46M 0.02% +7,599 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,922 shares; 2024Q4: 9,302 shares; 2025Q1: 7,134 shares; 2025Q2: 10,129 shares; 2025Q3: 9,256 shares 9,256 $1.46M 0.02% -873 Timeline EWJ 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: 17,243 shares; 2024Q4: 17,074 shares; 2025Q1: 8,300 shares; 2025Q2: 18,445 shares; 2025Q3: 18,128 shares 18,128 $1.45M 0.02% -317 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,818 shares; 2024Q4: 27,911 shares; 2025Q1: 27,432 shares; 2025Q2: 27,938 shares; 2025Q3: 19,298 shares 19,298 $1.45M 0.02% -8,640 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: 16,212 shares; 2024Q4: 12,394 shares; 2025Q1: 12,225 shares; 2025Q2: 15,967 shares; 2025Q3: 12,769 shares 12,769 $1.43M 0.02% -3,198 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,804 shares; 2024Q4: 15,066 shares; 2025Q1: 13,418 shares; 2025Q2: 14,093 shares; 2025Q3: 13,838 shares 13,838 $1.42M 0.02% -255 Timeline VFH 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: 11,056 shares; 2024Q4: 11,703 shares; 2025Q1: 11,522 shares; 2025Q2: 10,807 shares; 2025Q3: 10,808 shares 10,808 $1.42M 0.02% +1 Timeline SCHH 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: 85,568 shares; 2024Q4: 79,067 shares; 2025Q1: 77,752 shares; 2025Q2: 65,592 shares; 2025Q3: 65,690 shares 65,690 $1.42M 0.02% +98 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,698 shares; 2024Q4: 17,627 shares; 2025Q1: 18,511 shares; 2025Q2: 18,379 shares; 2025Q3: 15,481 shares 15,481 $1.42M 0.02% -2,898 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,546 shares; 2024Q4: 64,093 shares; 2025Q1: 60,561 shares; 2025Q2: 67,079 shares; 2025Q3: 77,142 shares 77,142 $1.41M 0.02% +10,063 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,951 shares; 2024Q4: 76,344 shares; 2025Q1: 76,047 shares; 2025Q2: 83,348 shares; 2025Q3: 88,600 shares 88,600 $1.41M 0.02% +5,252 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,582 shares; 2024Q4: 31,339 shares; 2025Q1: 29,178 shares; 2025Q2: 15,055 shares; 2025Q3: 15,045 shares 15,045 $1.41M 0.02% -10 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,238 shares; 2024Q4: 36,189 shares; 2025Q1: 21,368 shares; 2025Q2: 34,964 shares; 2025Q3: 46,111 shares 46,111 $1.41M 0.02% +11,147 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,384 shares; 2024Q4: 442,552 shares; 2025Q1: 363,122 shares; 2025Q2: 211,561 shares; 2025Q3: 221,418 shares 221,418 $1.41M 0.02% +9,857 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: 5,814 shares; 2024Q4: 3,994 shares; 2025Q1: 4,253 shares; 2025Q2: 4,863 shares; 2025Q3: 4,345 shares 4,345 $1.4M 0.02% -518 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,248 shares; 2024Q4: 17,865 shares; 2025Q1: 16,059 shares; 2025Q2: 16,579 shares; 2025Q3: 17,848 shares 17,848 $1.39M 0.02% +1,269 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,428 shares; 2024Q4: 40,342 shares; 2025Q1: 40,504 shares; 2025Q2: 39,709 shares; 2025Q3: 39,483 shares 39,483 $1.38M 0.02% -226 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,463 shares; 2024Q4: 9,066 shares; 2025Q1: 9,040 shares; 2025Q2: 9,332 shares; 2025Q3: 9,673 shares 9,673 $1.38M 0.02% +341 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: 24,782 shares; 2024Q4: 23,881 shares; 2025Q1: 23,933 shares; 2025Q2: 18,457 shares; 2025Q3: 19,635 shares 19,635 $1.38M 0.02% +1,178 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,506 shares; 2024Q4: 15,235 shares; 2025Q1: 12,447 shares; 2025Q2: 12,913 shares; 2025Q3: 13,923 shares 13,923 $1.37M 0.02% +1,010 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,539 shares; 2024Q4: 9,818 shares; 2025Q1: 10,819 shares; 2025Q2: 13,607 shares; 2025Q3: 13,755 shares 13,755 $1.37M 0.02% +148 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: 22,123 shares; 2024Q4: 21,991 shares; 2025Q1: 21,085 shares; 2025Q2: 22,241 shares; 2025Q3: 20,471 shares 20,471 $1.37M 0.02% -1,770 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,079 shares; 2024Q4: 6,692 shares; 2025Q1: 5,557 shares; 2025Q2: 9,402 shares; 2025Q3: 11,409 shares 11,409 $1.37M 0.02% +2,007 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,426 shares; 2024Q4: 13,179 shares; 2025Q1: 13,830 shares; 2025Q2: 13,622 shares; 2025Q3: 13,623 shares 13,623 $1.37M 0.02% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,699 shares; 2024Q4: 15,290 shares; 2025Q1: 15,294 shares; 2025Q2: 17,210 shares; 2025Q3: 17,126 shares 17,126 $1.37M 0.02% -84 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: 23,662 shares; 2024Q4: 18,043 shares; 2025Q1: 16,222 shares; 2025Q2: 18,271 shares; 2025Q3: 16,196 shares 16,196 $1.36M 0.02% -2,075 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,629 shares; 2024Q4: 4,766 shares; 2025Q1: 5,105 shares; 2025Q2: 6,169 shares; 2025Q3: 6,337 shares 6,337 $1.36M 0.02% +168 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,804 shares; 2024Q4: 22,981 shares; 2025Q1: 22,759 shares; 2025Q2: 49,756 shares; 2025Q3: 48,661 shares 48,661 $1.36M 0.02% -1,095 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,885 shares; 2024Q4: 9,971 shares; 2025Q1: 9,971 shares; 2025Q2: 9,971 shares; 2025Q3: 9,971 shares 9,971 $1.35M 0.02% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,798 shares; 2024Q4: 91,090 shares; 2025Q1: 100,403 shares; 2025Q2: 120,933 shares; 2025Q3: 128,589 shares 128,589 $1.35M 0.02% +7,656 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,541 shares; 2024Q4: 23,655 shares; 2025Q1: 18,453 shares; 2025Q2: 22,882 shares; 2025Q3: 23,718 shares 23,718 $1.35M 0.02% +836 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,648 shares; 2024Q4: 1,386 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,053 shares 6,053 $1.35M 0.02% new Timeline SHM 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: 37,364 shares; 2024Q4: 30,151 shares; 2025Q1: 30,481 shares; 2025Q2: 30,690 shares; 2025Q3: 27,717 shares 27,717 $1.34M 0.02% -2,973 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,538 shares; 2024Q4: 19,798 shares; 2025Q1: 18,863 shares; 2025Q2: 17,599 shares; 2025Q3: 16,118 shares 16,118 $1.34M 0.02% -1,481 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,594 shares; 2024Q4: 7,447 shares; 2025Q1: 6,667 shares; 2025Q2: 6,450 shares; 2025Q3: 11,173 shares 11,173 $1.34M 0.02% +4,723 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: 10,049 shares; 2024Q4: 8,039 shares; 2025Q1: 8,528 shares; 2025Q2: 8,589 shares; 2025Q3: 8,766 shares 8,766 $1.33M 0.02% +177 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: 20,581 shares; 2024Q4: 13,276 shares; 2025Q1: 12,824 shares; 2025Q2: 14,995 shares; 2025Q3: 15,803 shares 15,803 $1.33M 0.02% +808 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,610 shares; 2024Q4: 16,318 shares; 2025Q1: 16,357 shares; 2025Q2: 15,067 shares; 2025Q3: 11,668 shares 11,668 $1.32M 0.02% -3,399 Timeline