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: 68,331 shares; 2024Q4: 68,925 shares; 2025Q1: 66,975 shares; 2025Q2: 54,641 shares; 2025Q3: 53,261 shares 53,261 $27.6M 5.88% -1,380 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: 138,162 shares; 2024Q4: 137,552 shares; 2025Q1: 116,845 shares; 2025Q2: 115,785 shares; 2025Q3: 109,035 shares 109,035 $26.5M 5.65% -6,750 Timeline JPHY 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: not reported; 2025Q3: 479,750 shares 479,750 $24.5M 5.22% new 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: 128,692 shares; 2024Q4: 127,725 shares; 2025Q1: 106,702 shares; 2025Q2: 105,223 shares; 2025Q3: 103,341 shares 103,341 $22.7M 4.84% -1,882 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: 106,162 shares; 2024Q4: 107,097 shares; 2025Q1: 108,174 shares; 2025Q2: 98,600 shares; 2025Q3: 77,400 shares 77,400 $19.7M 4.2% -21,200 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 489,121 shares; 2025Q3: 493,290 shares 493,290 $17.3M 3.7% +4,169 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: 136,166 shares; 2024Q4: 137,867 shares; 2025Q1: 135,356 shares; 2025Q2: 133,988 shares; 2025Q3: 131,958 shares 131,958 $17.3M 3.69% -2,030 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,989 shares; 2024Q4: 231,043 shares; 2025Q1: 233,807 shares; 2025Q2: 191,772 shares; 2025Q3: 191,664 shares 191,664 $12.5M 2.66% -108 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: 32,795 shares; 2024Q4: 56,167 shares; 2025Q1: 55,685 shares; 2025Q2: 55,490 shares; 2025Q3: 55,932 shares 55,932 $12.1M 2.57% +442 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: 113,536 shares; 2024Q4: 115,955 shares; 2025Q1: 116,407 shares; 2025Q2: 95,407 shares; 2025Q3: 95,618 shares 95,618 $12M 2.56% +211 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: 80,144 shares; 2024Q4: 49,444 shares; 2025Q1: 51,829 shares; 2025Q2: 51,487 shares; 2025Q3: 50,561 shares 50,561 $11.4M 2.43% -926 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: 13,078 shares; 2024Q4: 17,756 shares; 2025Q1: 30,166 shares; 2025Q2: 18,963 shares; 2025Q3: 32,046 shares 32,046 $11.3M 2.41% +13,083 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: 13,320 shares; 2024Q4: 13,872 shares; 2025Q1: 12,297 shares; 2025Q2: 12,462 shares; 2025Q3: 14,776 shares 14,776 $11.3M 2.4% +2,314 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: 40,374 shares; 2024Q4: 39,497 shares; 2025Q1: 39,817 shares; 2025Q2: 57,947 shares; 2025Q3: 86,676 shares 86,676 $11.2M 2.38% +28,729 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: 97,581 shares; 2024Q4: 96,842 shares; 2025Q1: 94,681 shares; 2025Q2: 94,868 shares; 2025Q3: 92,187 shares 92,187 $10.9M 2.33% -2,681 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: 12,410 shares; 2024Q4: 12,173 shares; 2025Q1: 8,566 shares; 2025Q2: 8,687 shares; 2025Q3: 11,595 shares 11,595 $10.7M 2.27% +2,908 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: 43,894 shares; 2024Q4: 45,411 shares; 2025Q1: 45,325 shares; 2025Q2: 46,072 shares; 2025Q3: 72,144 shares 72,144 $10M 2.14% +26,072 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: 80,131 shares; 2024Q4: 80,013 shares; 2025Q1: 80,615 shares; 2025Q2: 78,048 shares; 2025Q3: 68,717 shares 68,717 $9.93M 2.12% -9,331 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,468 shares; 2024Q4: 110,736 shares; 2025Q1: 112,954 shares; 2025Q2: 115,232 shares; 2025Q3: 116,841 shares 116,841 $9.83M 2.09% +1,609 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: 25,055 shares; 2024Q4: 50,365 shares; 2025Q1: 49,838 shares; 2025Q2: 47,915 shares; 2025Q3: 48,192 shares 48,192 $9.81M 2.09% +277 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,712 shares; 2024Q4: 258,881 shares; 2025Q1: 258,417 shares; 2025Q2: 127,187 shares; 2025Q3: 126,486 shares 126,486 $9.33M 1.99% -701 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,651 shares; 2025Q3: 14,711 shares 14,711 $9.05M 1.93% +60 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,202 shares; 2024Q4: 40,879 shares; 2025Q1: 40,968 shares; 2025Q2: 39,492 shares; 2025Q3: 39,414 shares 39,414 $8.42M 1.8% -78 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: 7,706 shares; 2025Q1: 7,603 shares; 2025Q2: 7,263 shares; 2025Q3: 7,130 shares 7,130 $8.31M 1.77% -133 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: 42,849 shares; 2024Q4: 43,146 shares; 2025Q1: 43,726 shares; 2025Q2: 43,556 shares; 2025Q3: 43,616 shares 43,616 $8.14M 1.73% +60 Timeline SOXX 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: 29,044 shares; 2024Q4: 29,327 shares; 2025Q1: 29,326 shares; 2025Q2: 28,913 shares; 2025Q3: 28,354 shares 28,354 $7.69M 1.64% -559 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: 40,161 shares; 2024Q4: 41,422 shares; 2025Q1: 41,561 shares; 2025Q2: 38,463 shares; 2025Q3: 38,381 shares 38,381 $7.62M 1.62% -82 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: 15,084 shares; 2024Q4: 14,261 shares; 2025Q1: not reported; 2025Q2: 10,724 shares; 2025Q3: 15,299 shares 15,299 $7.55M 1.61% +4,575 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: 43,601 shares; 2024Q4: 31,574 shares; 2025Q1: 32,575 shares; 2025Q2: 30,559 shares; 2025Q3: 16,842 shares 16,842 $7.49M 1.6% -13,717 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,548 shares; 2024Q4: 169,886 shares; 2025Q1: 167,139 shares; 2025Q2: 157,427 shares; 2025Q3: 151,486 shares 151,486 $7.4M 1.58% -5,941 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: 15,585 shares; 2024Q4: 15,566 shares; 2025Q1: 15,297 shares; 2025Q2: 12,453 shares; 2025Q3: 12,577 shares 12,577 $7.15M 1.52% +124 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,847 shares; 2024Q4: 42,894 shares; 2025Q1: 45,115 shares; 2025Q2: 45,044 shares; 2025Q3: 45,034 shares 45,034 $7M 1.49% -10 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,794 shares; 2024Q4: 138,891 shares; 2025Q1: 140,331 shares; 2025Q2: 146,774 shares; 2025Q3: 147,254 shares 147,254 $6.83M 1.46% +480 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: 25,689 shares; 2024Q4: 25,966 shares; 2025Q1: 25,279 shares; 2025Q2: 19,745 shares; 2025Q3: 19,979 shares 19,979 $6.82M 1.45% +234 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,261 shares; 2024Q4: 56,401 shares; 2025Q1: 203,648 shares; 2025Q2: 130,439 shares; 2025Q3: 135,240 shares 135,240 $6.63M 1.41% +4,801 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: 32,419 shares; 2024Q4: 31,437 shares; 2025Q1: 25,917 shares; 2025Q2: 27,420 shares; 2025Q3: 27,106 shares 27,106 $6.44M 1.37% -314 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,318 shares 38,318 $5.78M 1.23% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,594 shares; 2024Q4: 61,039 shares; 2025Q1: 61,549 shares; 2025Q2: 60,988 shares; 2025Q3: 60,209 shares 60,209 $5.4M 1.15% -779 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,812 shares 48,812 $5.03M 1.07% new 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: 58,491 shares; 2024Q4: 60,140 shares; 2025Q1: 60,004 shares; 2025Q2: 58,681 shares; 2025Q3: 29,589 shares 29,589 $4.56M 0.97% -29,092 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: 17,516 shares; 2024Q4: 15,684 shares; 2025Q1: 15,419 shares; 2025Q2: 14,940 shares; 2025Q3: 14,725 shares 14,725 $4.45M 0.95% -215 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,214 shares 18,214 $4.38M 0.93% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,277 shares; 2024Q4: 48,410 shares; 2025Q1: 49,523 shares; 2025Q2: 47,240 shares; 2025Q3: 46,998 shares 46,998 $4.3M 0.92% -242 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 137,861 shares; 2025Q3: 143,298 shares 143,298 $4.23M 0.9% +5,437 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,917 shares; 2024Q4: 62,754 shares; 2025Q1: 61,829 shares; 2025Q2: 59,190 shares; 2025Q3: 57,874 shares 57,874 $3.48M 0.74% -1,316 Timeline JAVA 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: 48,888 shares; 2024Q4: 44,218 shares; 2025Q1: 43,806 shares; 2025Q2: 42,995 shares; 2025Q3: 43,568 shares 43,568 $3M 0.64% +573 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: 2,322 shares; 2024Q4: 3,672 shares; 2025Q1: 3,222 shares; 2025Q2: 2,718 shares; 2025Q3: 2,628 shares 2,628 $1.32M 0.28% -90 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: 3,043 shares; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 2,797 shares; 2025Q3: 2,777 shares 2,777 $515K 0.11% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,754 shares 1,754 $493K 0.11% new 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: 3,462 shares; 2024Q4: 3,064 shares; 2025Q1: 3,064 shares; 2025Q2: 2,864 shares; 2025Q3: 2,853 shares 2,853 $438K 0.09% -11 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: 2,254 shares; 2024Q4: 2,250 shares; 2025Q1: 1,604 shares; 2025Q2: 1,626 shares; 2025Q3: 1,623 shares 1,623 $376K 0.08% -3 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: 526 shares; 2024Q4: 526 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 456 shares 456 $274K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,290 shares; 2025Q3: 1,117 shares 1,117 $268K 0.06% -173 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: 533 shares; 2024Q4: 533 shares; 2025Q1: 533 shares; 2025Q2: 533 shares; 2025Q3: 533 shares 533 $254K 0.05% 0 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: 974 shares; 2024Q4: 974 shares; 2025Q1: 934 shares; 2025Q2: 884 shares; 2025Q3: 803 shares 803 $253K 0.05% -81 Timeline