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: 4,319,789 shares; 2024Q4: 4,708,770 shares; 2025Q1: 5,091,069 shares; 2025Q2: 5,270,920 shares; 2025Q3: 5,425,920 shares 5,425,920 $228M 11.24% +155,000 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: 548,086 shares; 2024Q4: 599,251 shares; 2025Q1: 660,392 shares; 2025Q2: 691,674 shares; 2025Q3: 722,866 shares 722,866 $156M 7.69% +31,192 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: 254,578 shares; 2024Q4: 253,197 shares; 2025Q1: 270,474 shares; 2025Q2: 281,103 shares; 2025Q3: 291,459 shares 291,459 $137M 6.73% +10,356 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: 1,416,257 shares; 2024Q4: 1,583,959 shares; 2025Q1: 1,766,767 shares; 2025Q2: 1,854,052 shares; 2025Q3: 1,961,535 shares 1,961,535 $112M 5.52% +107,483 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925,629 shares; 2024Q4: 1,055,216 shares; 2025Q1: 1,183,393 shares; 2025Q2: 1,223,744 shares; 2025Q3: 1,268,032 shares 1,268,032 $107M 5.29% +44,288 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: 1,247,433 shares; 2024Q4: 1,441,586 shares; 2025Q1: 1,512,687 shares; 2025Q2: 1,584,351 shares; 2025Q3: 1,661,541 shares 1,661,541 $76.6M 3.78% +77,190 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: 753,433 shares; 2024Q4: 850,527 shares; 2025Q1: 848,148 shares; 2025Q2: 884,785 shares; 2025Q3: 945,735 shares 945,735 $64.7M 3.19% +60,950 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: 703,251 shares; 2024Q4: 773,539 shares; 2025Q1: 828,113 shares; 2025Q2: 892,804 shares; 2025Q3: 937,280 shares 937,280 $63.8M 3.14% +44,476 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050,617 shares; 2024Q4: 1,381,791 shares; 2025Q1: 1,568,309 shares; 2025Q2: 1,661,858 shares; 2025Q3: 1,730,340 shares 1,730,340 $60M 2.95% +68,482 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: 445,779 shares; 2024Q4: 502,421 shares; 2025Q1: 553,163 shares; 2025Q2: 570,997 shares; 2025Q3: 590,770 shares 590,770 $55.2M 2.72% +19,773 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: 1,216,203 shares; 2024Q4: 1,365,020 shares; 2025Q1: 1,563,959 shares; 2025Q2: 1,647,049 shares; 2025Q3: 1,695,811 shares 1,695,811 $53.2M 2.62% +48,762 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,232,669 shares; 2024Q4: 1,457,547 shares; 2025Q1: 1,513,042 shares; 2025Q2: 1,615,462 shares; 2025Q3: 1,740,592 shares 1,740,592 $51.6M 2.54% +125,130 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: 183,917 shares; 2024Q4: 177,056 shares; 2025Q1: 189,840 shares; 2025Q2: 177,662 shares; 2025Q3: 178,126 shares 178,126 $45.4M 2.23% +464 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649,916 shares; 2024Q4: 859,190 shares; 2025Q1: 915,092 shares; 2025Q2: 950,466 shares; 2025Q3: 1,013,280 shares 1,013,280 $44.5M 2.19% +62,814 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: 55,445 shares; 2024Q4: 55,411 shares; 2025Q1: 59,508 shares; 2025Q2: 59,373 shares; 2025Q3: 61,662 shares 61,662 $31.9M 1.57% +2,289 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882,237 shares; 2024Q4: 1,047,371 shares; 2025Q1: 1,174,656 shares; 2025Q2: 1,236,582 shares; 2025Q3: 1,362,371 shares 1,362,371 $31M 1.53% +125,789 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: 299,748 shares; 2024Q4: 339,318 shares; 2025Q1: 351,096 shares; 2025Q2: 376,716 shares; 2025Q3: 410,361 shares 410,361 $23.9M 1.18% +33,645 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: 54,342 shares; 2024Q4: 57,731 shares; 2025Q1: 85,665 shares; 2025Q2: 86,622 shares; 2025Q3: 109,298 shares 109,298 $20.4M 1% +22,676 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,621 shares; 2024Q4: 624,857 shares; 2025Q1: 703,135 shares; 2025Q2: 709,009 shares; 2025Q3: 746,403 shares 746,403 $20.4M 1% +37,394 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: 42,827 shares; 2024Q4: 48,438 shares; 2025Q1: 50,088 shares; 2025Q2: 53,527 shares; 2025Q3: 58,102 shares 58,102 $18.6M 0.92% +4,575 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 626,087 shares; 2025Q1: 620,879 shares; 2025Q2: 613,859 shares; 2025Q3: 631,391 shares 631,391 $16M 0.79% +17,532 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: 45,000 shares; 2024Q4: 44,041 shares; 2025Q1: 49,779 shares; 2025Q2: 49,639 shares; 2025Q3: 49,781 shares 49,781 $15.7M 0.77% +142 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: 175,632 shares; 2024Q4: 237,906 shares; 2025Q1: 269,725 shares; 2025Q2: 306,141 shares; 2025Q3: 331,486 shares 331,486 $14.8M 0.73% +25,345 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: 41,163 shares; 2024Q4: 41,150 shares; 2025Q1: 45,269 shares; 2025Q2: 45,164 shares; 2025Q3: 44,297 shares 44,297 $14.6M 0.72% -867 Timeline DFAE 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: 269,900 shares; 2024Q4: 352,523 shares; 2025Q1: 377,811 shares; 2025Q2: 403,358 shares; 2025Q3: 436,310 shares 436,310 $13.8M 0.68% +32,952 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,566 shares; 2024Q4: 331,258 shares; 2025Q1: 357,297 shares; 2025Q2: 396,010 shares; 2025Q3: 415,827 shares 415,827 $12.8M 0.63% +19,817 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: 67,382 shares; 2024Q4: 67,709 shares; 2025Q1: 107,544 shares; 2025Q2: 109,562 shares; 2025Q3: 108,646 shares 108,646 $12.2M 0.6% -916 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,921 shares; 2024Q4: 5,143 shares; 2025Q1: 37,706 shares; 2025Q2: 35,399 shares; 2025Q3: 35,541 shares 35,541 $11.7M 0.57% +142 Timeline IGRO 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: 118,756 shares; 2024Q4: 124,778 shares; 2025Q1: 127,496 shares; 2025Q2: 132,341 shares; 2025Q3: 134,804 shares 134,804 $10.7M 0.53% +2,463 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,998 shares; 2024Q4: 214,999 shares; 2025Q1: 262,645 shares; 2025Q2: 271,820 shares; 2025Q3: 280,805 shares 280,805 $9.75M 0.48% +8,985 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: 27,659 shares; 2024Q4: 28,409 shares; 2025Q1: 39,592 shares; 2025Q2: 38,413 shares; 2025Q3: 38,349 shares 38,349 $9.32M 0.46% -64 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: 18,915 shares; 2024Q4: 19,575 shares; 2025Q1: 20,750 shares; 2025Q2: 20,808 shares; 2025Q3: 27,250 shares 27,250 $9.3M 0.46% +6,442 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: 36,610 shares; 2024Q4: 44,382 shares; 2025Q1: 75,785 shares; 2025Q2: 77,500 shares; 2025Q3: 82,922 shares 82,922 $8.83M 0.44% +5,422 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: 63,354 shares; 2024Q4: 62,463 shares; 2025Q1: 76,365 shares; 2025Q2: 74,959 shares; 2025Q3: 75,115 shares 75,115 $7.74M 0.38% +156 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: 7,129 shares; 2024Q4: 8,794 shares; 2025Q1: 10,315 shares; 2025Q2: 10,318 shares; 2025Q3: 9,920 shares 9,920 $7.57M 0.37% -398 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: 40,180 shares; 2024Q4: 39,515 shares; 2025Q1: 41,210 shares; 2025Q2: 40,267 shares; 2025Q3: 40,347 shares 40,347 $7.48M 0.37% +80 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: 41,338 shares; 2024Q4: 41,835 shares; 2025Q1: 44,090 shares; 2025Q2: 44,224 shares; 2025Q3: 48,610 shares 48,610 $7.47M 0.37% +4,386 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: 12,268 shares; 2024Q4: 12,875 shares; 2025Q1: 14,167 shares; 2025Q2: 14,339 shares; 2025Q3: 14,715 shares 14,715 $7.4M 0.36% +376 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: 17,615 shares; 2024Q4: 20,939 shares; 2025Q1: 30,560 shares; 2025Q2: 30,820 shares; 2025Q3: 30,261 shares 30,261 $7.37M 0.36% -559 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: 38,028 shares; 2024Q4: 41,435 shares; 2025Q1: 41,904 shares; 2025Q2: 42,074 shares; 2025Q3: 42,498 shares 42,498 $6.6M 0.33% +424 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: not reported; 2024Q4: 33,523 shares; 2025Q1: 34,523 shares; 2025Q2: 34,190 shares; 2025Q3: 33,936 shares 33,936 $6.44M 0.32% -254 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,999 shares; 2024Q4: 128,800 shares; 2025Q1: 216,395 shares; 2025Q2: 216,749 shares; 2025Q3: 221,178 shares 221,178 $6.14M 0.3% +4,429 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: 15,251 shares; 2024Q4: 15,378 shares; 2025Q1: 16,467 shares; 2025Q2: 16,812 shares; 2025Q3: 17,068 shares 17,068 $6.07M 0.3% +256 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: 26,550 shares; 2024Q4: 27,114 shares; 2025Q1: 27,875 shares; 2025Q2: 28,928 shares; 2025Q3: 29,709 shares 29,709 $6.05M 0.3% +781 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: 15,129 shares; 2024Q4: 15,629 shares; 2025Q1: 14,716 shares; 2025Q2: 14,843 shares; 2025Q3: 14,849 shares 14,849 $6.02M 0.3% +6 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,580 shares; 2024Q4: 162,328 shares; 2025Q1: 162,158 shares; 2025Q2: 168,127 shares; 2025Q3: 175,593 shares 175,593 $6M 0.3% +7,466 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: 140,487 shares; 2024Q4: 120,774 shares; 2025Q1: 114,044 shares; 2025Q2: 112,004 shares; 2025Q3: 111,156 shares 111,156 $5.94M 0.29% -848 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: 29,756 shares; 2024Q4: 29,333 shares; 2025Q1: 28,965 shares; 2025Q2: 28,967 shares; 2025Q3: 29,469 shares 29,469 $5.92M 0.29% +502 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: 74,095 shares; 2024Q4: 73,086 shares; 2025Q1: 85,145 shares; 2025Q2: 84,413 shares; 2025Q3: 84,093 shares 84,093 $5.75M 0.28% -320 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: 23,517 shares; 2024Q4: 23,256 shares; 2025Q1: 26,490 shares; 2025Q2: 24,027 shares; 2025Q3: 26,011 shares 26,011 $5.71M 0.28% +1,984 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,518 shares; 2024Q4: 4,652 shares; 2025Q1: 6,069 shares; 2025Q2: 6,066 shares; 2025Q3: 6,167 shares 6,167 $5.71M 0.28% +101 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: 14,985 shares; 2024Q4: 16,508 shares; 2025Q1: 23,887 shares; 2025Q2: 23,332 shares; 2025Q3: 24,429 shares 24,429 $5.66M 0.28% +1,097 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: 11,380 shares; 2024Q4: 11,380 shares; 2025Q1: 18,788 shares; 2025Q2: 18,811 shares; 2025Q3: 18,807 shares 18,807 $5.29M 0.26% -4 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: 13,327 shares; 2024Q4: 8,192 shares; 2025Q1: 7,908 shares; 2025Q2: 7,893 shares; 2025Q3: 7,819 shares 7,819 $5.23M 0.26% -74 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: 56,481 shares; 2024Q4: 56,587 shares; 2025Q1: 53,568 shares; 2025Q2: 58,204 shares; 2025Q3: 57,898 shares 57,898 $5.06M 0.25% -306 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: 24,404 shares; 2024Q4: 23,953 shares; 2025Q1: 25,059 shares; 2025Q2: 25,470 shares; 2025Q3: 25,735 shares 25,735 $4.96M 0.24% +265 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: 14,995 shares; 2024Q4: 14,744 shares; 2025Q1: 14,703 shares; 2025Q2: 14,645 shares; 2025Q3: 17,003 shares 17,003 $4.8M 0.24% +2,358 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: 14,909 shares; 2024Q4: 26,881 shares; 2025Q1: 31,968 shares; 2025Q2: 30,807 shares; 2025Q3: 31,526 shares 31,526 $4.22M 0.21% +719 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,831 shares; 2024Q4: 103,831 shares; 2025Q1: 105,531 shares; 2025Q2: 114,795 shares; 2025Q3: 122,015 shares 122,015 $4.11M 0.2% +7,220 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: 10,610 shares; 2024Q4: 10,153 shares; 2025Q1: 13,747 shares; 2025Q2: 13,811 shares; 2025Q3: 13,997 shares 13,997 $3.95M 0.19% +186 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: 10,904 shares; 2024Q4: 10,541 shares; 2025Q1: 10,050 shares; 2025Q2: 10,294 shares; 2025Q3: 10,343 shares 10,343 $3.87M 0.19% +49 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: 27,887 shares; 2024Q4: 25,865 shares; 2025Q1: 27,408 shares; 2025Q2: 27,316 shares; 2025Q3: 26,496 shares 26,496 $3.72M 0.18% -820 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P 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: 224,620 shares; 2025Q3: 215,122 shares 215,122 $3.69M 0.18% -9,498 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: 41,553 shares; 2024Q4: 42,660 shares; 2025Q1: 41,776 shares; 2025Q2: 42,422 shares; 2025Q3: 43,108 shares 43,108 $3.62M 0.18% +686 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: 20,173 shares; 2024Q4: 22,999 shares; 2025Q1: 24,796 shares; 2025Q2: 24,709 shares; 2025Q3: 24,584 shares 24,584 $3.47M 0.17% -125 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: 49,785 shares; 2024Q4: 50,196 shares; 2025Q1: 50,465 shares; 2025Q2: 48,950 shares; 2025Q3: 49,376 shares 49,376 $3.26M 0.16% +426 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: 10,504 shares; 2024Q4: 10,319 shares; 2025Q1: 10,987 shares; 2025Q2: 11,007 shares; 2025Q3: 10,554 shares 10,554 $3.21M 0.16% -453 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: 41,389 shares; 2024Q4: 42,172 shares; 2025Q1: 43,530 shares; 2025Q2: 43,721 shares; 2025Q3: 43,697 shares 43,697 $3.18M 0.16% -24 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,079 shares; 2024Q4: 6,868 shares; 2025Q1: 7,480 shares; 2025Q2: 7,101 shares; 2025Q3: 8,931 shares 8,931 $3.08M 0.15% +1,830 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: 2,129 shares; 2024Q4: 2,405 shares; 2025Q1: 6,770 shares; 2025Q2: 6,777 shares; 2025Q3: 6,743 shares 6,743 $3.08M 0.15% -34 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: 4,574 shares; 2024Q4: 4,406 shares; 2025Q1: 4,333 shares; 2025Q2: 4,072 shares; 2025Q3: 4,178 shares 4,178 $3.07M 0.15% +106 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: 14,765 shares; 2024Q4: 13,833 shares; 2025Q1: 18,219 shares; 2025Q2: 18,116 shares; 2025Q3: 18,083 shares 18,083 $2.93M 0.14% -33 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: 3,625 shares; 2024Q4: 2,686 shares; 2025Q1: 4,348 shares; 2025Q2: 4,418 shares; 2025Q3: 4,386 shares 4,386 $2.92M 0.14% -32 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: 20,567 shares; 2024Q4: 21,411 shares; 2025Q1: 37,559 shares; 2025Q2: 38,031 shares; 2025Q3: 38,438 shares 38,438 $2.9M 0.14% +407 Timeline CWB 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: 15,385 shares; 2024Q4: 15,135 shares; 2025Q1: 31,257 shares; 2025Q2: 31,257 shares; 2025Q3: 30,665 shares 30,665 $2.78M 0.14% -592 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 3,883 shares; 2025Q1: 6,242 shares; 2025Q2: 6,124 shares; 2025Q3: 5,816 shares 5,816 $2.77M 0.14% -308 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: 8,561 shares; 2024Q4: 8,419 shares; 2025Q1: 8,691 shares; 2025Q2: 9,151 shares; 2025Q3: 9,091 shares 9,091 $2.73M 0.13% -60 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: 2,350 shares; 2024Q4: 2,344 shares; 2025Q1: 2,230 shares; 2025Q2: 2,230 shares; 2025Q3: 2,247 shares 2,247 $2.69M 0.13% +17 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: 4,319 shares; 2024Q4: 4,567 shares; 2025Q1: 4,696 shares; 2025Q2: 4,696 shares; 2025Q3: 4,731 shares 4,731 $2.69M 0.13% +35 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: 8,876 shares; 2024Q4: 8,973 shares; 2025Q1: 11,426 shares; 2025Q2: 11,181 shares; 2025Q3: 10,976 shares 10,976 $2.59M 0.13% -205 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: 18,035 shares; 2024Q4: 18,784 shares; 2025Q1: 21,635 shares; 2025Q2: 21,211 shares; 2025Q3: 23,646 shares 23,646 $2.52M 0.12% +2,435 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,676 shares; 2025Q2: 33,676 shares; 2025Q3: 33,766 shares 33,766 $2.48M 0.12% +90 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: 64,375 shares; 2024Q4: 60,289 shares; 2025Q1: 59,183 shares; 2025Q2: 55,822 shares; 2025Q3: 56,157 shares 56,157 $2.47M 0.12% +335 Timeline JVAL 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: 52,651 shares; 2024Q4: 52,670 shares; 2025Q1: 52,305 shares; 2025Q2: 52,310 shares; 2025Q3: 51,924 shares 51,924 $2.47M 0.12% -386 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: 10,985 shares; 2024Q4: 10,985 shares; 2025Q1: 10,985 shares; 2025Q2: 10,985 shares; 2025Q3: 10,985 shares 10,985 $2.44M 0.12% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,672 shares; 2024Q4: 5,337 shares; 2025Q1: 5,060 shares; 2025Q2: 5,114 shares; 2025Q3: 5,255 shares 5,255 $2.4M 0.12% +141 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: 4,612 shares; 2024Q4: 4,612 shares; 2025Q1: 7,213 shares; 2025Q2: 7,213 shares; 2025Q3: 7,213 shares 7,213 $2.4M 0.12% 0 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: 3,289 shares; 2024Q4: 3,134 shares; 2025Q1: 3,134 shares; 2025Q2: 3,095 shares; 2025Q3: 3,095 shares 3,095 $2.39M 0.12% 0 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: 11,923 shares; 2024Q4: 10,407 shares; 2025Q1: 10,304 shares; 2025Q2: 10,365 shares; 2025Q3: 10,709 shares 10,709 $2.36M 0.12% +344 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,251 shares; 2025Q2: 2,192 shares; 2025Q3: 2,184 shares 2,184 $2.36M 0.12% -8 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: 5,338 shares; 2024Q4: 5,352 shares; 2025Q1: 4,918 shares; 2025Q2: 4,912 shares; 2025Q3: 5,123 shares 5,123 $2.28M 0.11% +211 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: 19,148 shares; 2024Q4: 18,956 shares; 2025Q1: 18,516 shares; 2025Q2: 18,511 shares; 2025Q3: 18,429 shares 18,429 $2.22M 0.11% -82 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: 4,644 shares; 2024Q4: 4,599 shares; 2025Q1: 4,599 shares; 2025Q2: 4,616 shares; 2025Q3: 6,512 shares 6,512 $2.22M 0.11% +1,896 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: 67,694 shares; 2024Q4: 71,778 shares; 2025Q1: 79,921 shares; 2025Q2: 83,559 shares; 2025Q3: 85,393 shares 85,393 $2.18M 0.11% +1,834 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: 23,037 shares; 2024Q4: 23,709 shares; 2025Q1: 22,721 shares; 2025Q2: 22,745 shares; 2025Q3: 22,746 shares 22,746 $2.15M 0.11% +1 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 3,176 shares; 2025Q1: 4,266 shares; 2025Q2: 4,299 shares; 2025Q3: 4,304 shares 4,304 $2.15M 0.11% +5 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: 2,613 shares; 2024Q4: 2,636 shares; 2025Q1: 4,518 shares; 2025Q2: 4,288 shares; 2025Q3: 4,270 shares 4,270 $2.07M 0.1% -18 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: 2,928 shares; 2024Q4: 3,175 shares; 2025Q1: 3,305 shares; 2025Q2: 3,288 shares; 2025Q3: 3,380 shares 3,380 $2.07M 0.1% +92 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: 8,820 shares; 2024Q4: 9,753 shares; 2025Q1: 10,948 shares; 2025Q2: 10,996 shares; 2025Q3: 11,246 shares 11,246 $2.07M 0.1% +250 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: 9,824 shares; 2024Q4: 9,824 shares; 2025Q1: 9,824 shares; 2025Q2: 9,824 shares; 2025Q3: 9,824 shares 9,824 $2.02M 0.1% 0 Timeline JQUA 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: 33,747 shares; 2024Q4: 31,716 shares; 2025Q1: 32,187 shares; 2025Q2: 32,319 shares; 2025Q3: 31,835 shares 31,835 $2M 0.1% -484 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: 18,865 shares; 2024Q4: 17,675 shares; 2025Q1: 18,635 shares; 2025Q2: 18,729 shares; 2025Q3: 29,747 shares 29,747 $1.97M 0.1% +11,018 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 1,069 shares; 2025Q1: 3,246 shares; 2025Q2: 3,290 shares; 2025Q3: 4,095 shares 4,095 $1.96M 0.1% +805 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: 3,812 shares; 2024Q4: 4,297 shares; 2025Q1: 8,606 shares; 2025Q2: 8,663 shares; 2025Q3: 10,443 shares 10,443 $1.95M 0.1% +1,780 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: 9,945 shares; 2024Q4: 16,244 shares; 2025Q1: 34,333 shares; 2025Q2: 38,786 shares; 2025Q3: 49,141 shares 49,141 $1.94M 0.1% +10,355 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: 3,959 shares; 2024Q4: 4,258 shares; 2025Q1: 7,460 shares; 2025Q2: 7,692 shares; 2025Q3: 7,692 shares 7,692 $1.93M 0.1% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,872 shares; 2025Q1: 2,048 shares; 2025Q2: 2,067 shares; 2025Q3: 2,097 shares 2,097 $1.93M 0.1% +30 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: 16,329 shares; 2024Q4: 15,257 shares; 2025Q1: 15,302 shares; 2025Q2: 15,287 shares; 2025Q3: 15,287 shares 15,287 $1.89M 0.09% 0 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: 3,548 shares; 2024Q4: 16,443 shares; 2025Q1: 17,788 shares; 2025Q2: 35,959 shares; 2025Q3: 37,173 shares 37,173 $1.82M 0.09% +1,214 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,636 shares; 2024Q4: not reported; 2025Q1: 8,629 shares; 2025Q2: 8,622 shares; 2025Q3: 8,648 shares 8,648 $1.81M 0.09% +26 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: 53,279 shares; 2024Q4: 61,883 shares; 2025Q1: 61,707 shares; 2025Q2: 62,634 shares; 2025Q3: 62,968 shares 62,968 $1.78M 0.09% +334 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: 15,140 shares; 2024Q4: 19,828 shares; 2025Q1: 29,618 shares; 2025Q2: 31,178 shares; 2025Q3: 30,742 shares 30,742 $1.77M 0.09% -436 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: 3,825 shares; 2024Q4: 4,140 shares; 2025Q1: 10,619 shares; 2025Q2: 10,619 shares; 2025Q3: 10,534 shares 10,534 $1.76M 0.09% -85 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,414 shares; 2024Q4: 6,771 shares; 2025Q1: 6,976 shares; 2025Q2: 6,972 shares; 2025Q3: 7,142 shares 7,142 $1.76M 0.09% +170 Timeline FTCS 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: 20,185 shares; 2024Q4: 20,885 shares; 2025Q1: not reported; 2025Q2: 18,651 shares; 2025Q3: 18,697 shares 18,697 $1.75M 0.09% +46 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: 11,820 shares; 2024Q4: 11,775 shares; 2025Q1: 11,685 shares; 2025Q2: 11,725 shares; 2025Q3: 11,725 shares 11,725 $1.74M 0.09% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,527 shares; 2024Q4: 7,946 shares; 2025Q1: 8,000 shares; 2025Q2: 7,955 shares; 2025Q3: 8,116 shares 8,116 $1.74M 0.09% +161 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: 11,563 shares; 2024Q4: 14,414 shares; 2025Q1: 21,108 shares; 2025Q2: 24,013 shares; 2025Q3: 24,890 shares 24,890 $1.74M 0.09% +877 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,077 shares; 2025Q3: 27,786 shares 27,786 $1.69M 0.08% +709 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,536 shares; 2024Q4: 60,490 shares; 2025Q1: 44,335 shares; 2025Q2: 46,540 shares; 2025Q3: 47,417 shares 47,417 $1.66M 0.08% +877 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,383 shares; 2025Q2: 62,377 shares; 2025Q3: 62,433 shares 62,433 $1.66M 0.08% +56 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: 15,273 shares; 2024Q4: 13,439 shares; 2025Q1: 11,650 shares; 2025Q2: 11,761 shares; 2025Q3: 15,109 shares 15,109 $1.65M 0.08% +3,348 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,654 shares; 2024Q4: 33,971 shares; 2025Q1: 36,246 shares; 2025Q2: 36,382 shares; 2025Q3: 36,940 shares 36,940 $1.64M 0.08% +558 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: 6,640 shares; 2024Q4: 8,310 shares; 2025Q1: 11,500 shares; 2025Q2: 9,736 shares; 2025Q3: 9,736 shares 9,736 $1.62M 0.08% 0 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,210 shares; 2024Q4: 27,407 shares; 2025Q1: 32,754 shares; 2025Q2: 34,550 shares; 2025Q3: 35,646 shares 35,646 $1.61M 0.08% +1,096 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,251 shares; 2024Q4: 54,133 shares; 2025Q1: 58,277 shares; 2025Q2: 58,639 shares; 2025Q3: 59,993 shares 59,993 $1.58M 0.08% +1,354 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,244 shares; 2024Q4: 23,991 shares; 2025Q1: 24,863 shares; 2025Q2: 25,130 shares; 2025Q3: 25,940 shares 25,940 $1.57M 0.08% +810 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: 11,902 shares; 2024Q4: 11,902 shares; 2025Q1: 11,472 shares; 2025Q2: 11,472 shares; 2025Q3: 11,472 shares 11,472 $1.55M 0.08% 0 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: 3,663 shares; 2024Q4: 3,989 shares; 2025Q1: 3,584 shares; 2025Q2: 3,609 shares; 2025Q3: 3,654 shares 3,654 $1.54M 0.08% +45 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: 37,476 shares; 2024Q4: 36,076 shares; 2025Q1: 36,076 shares; 2025Q2: 36,290 shares; 2025Q3: 36,318 shares 36,318 $1.54M 0.08% +28 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,099 shares; 2024Q4: 24,119 shares; 2025Q1: 25,596 shares; 2025Q2: 25,892 shares; 2025Q3: 26,445 shares 26,445 $1.52M 0.07% +553 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,363 shares; 2024Q4: 5,401 shares; 2025Q1: 5,647 shares; 2025Q2: 6,165 shares; 2025Q3: 6,136 shares 6,136 $1.48M 0.07% -29 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: 16,590 shares; 2024Q4: 15,234 shares; 2025Q1: 15,396 shares; 2025Q2: 15,575 shares; 2025Q3: 15,610 shares 15,610 $1.48M 0.07% +35 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,565 shares; 2024Q4: 8,892 shares; 2025Q1: 9,480 shares; 2025Q2: 9,645 shares; 2025Q3: 10,072 shares 10,072 $1.47M 0.07% +427 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: 23,420 shares; 2024Q4: 22,885 shares; 2025Q1: 21,168 shares; 2025Q2: 21,748 shares; 2025Q3: 21,618 shares 21,618 $1.41M 0.07% -130 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,756 shares; 2024Q4: 8,830 shares; 2025Q1: 8,949 shares; 2025Q2: 8,943 shares; 2025Q3: 8,987 shares 8,987 $1.41M 0.07% +44 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,480 shares; 2025Q1: 1,487 shares; 2025Q2: 1,465 shares; 2025Q3: 1,508 shares 1,508 $1.41M 0.07% +43 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,507 shares; 2024Q4: 9,206 shares; 2025Q1: 10,361 shares; 2025Q2: 10,748 shares; 2025Q3: 11,080 shares 11,080 $1.4M 0.07% +332 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: 22,824 shares; 2024Q4: 19,072 shares; 2025Q1: 21,972 shares; 2025Q2: 26,319 shares; 2025Q3: 27,465 shares 27,465 $1.39M 0.07% +1,146 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: 1,729 shares; 2024Q4: not reported; 2025Q1: 2,176 shares; 2025Q2: 2,340 shares; 2025Q3: 2,301 shares 2,301 $1.38M 0.07% -39 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: 1,339 shares; 2024Q4: 924 shares; 2025Q1: 5,427 shares; 2025Q2: 5,458 shares; 2025Q3: 5,604 shares 5,604 $1.38M 0.07% +146 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 1,836 shares; 2025Q1: 1,993 shares; 2025Q2: 2,940 shares; 2025Q3: 2,207 shares 2,207 $1.36M 0.07% -733 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: 12,802 shares; 2024Q4: 12,250 shares; 2025Q1: 12,006 shares; 2025Q2: 11,733 shares; 2025Q3: 11,840 shares 11,840 $1.36M 0.07% +107 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: 4,231 shares; 2024Q4: 3,591 shares; 2025Q1: 3,626 shares; 2025Q2: 3,635 shares; 2025Q3: 3,635 shares 3,635 $1.34M 0.07% 0 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: 11,422 shares; 2024Q4: 11,482 shares; 2025Q1: 11,598 shares; 2025Q2: 11,730 shares; 2025Q3: 11,827 shares 11,827 $1.32M 0.07% +97 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,768 shares; 2024Q4: 10,811 shares; 2025Q1: 11,855 shares; 2025Q2: 12,265 shares; 2025Q3: 12,786 shares 12,786 $1.31M 0.06% +521 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: 1,693 shares; 2024Q4: 1,382 shares; 2025Q1: 1,811 shares; 2025Q2: 1,737 shares; 2025Q3: 1,758 shares 1,758 $1.31M 0.06% +21 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,594 shares; 2025Q1: 13,253 shares; 2025Q2: 13,614 shares; 2025Q3: 14,463 shares 14,463 $1.3M 0.06% +849 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,932 shares; 2024Q4: 1,538 shares; 2025Q1: 2,732 shares; 2025Q2: 2,743 shares; 2025Q3: 2,730 shares 2,730 $1.3M 0.06% -13 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,466 shares; 2024Q4: 6,539 shares; 2025Q1: 6,213 shares; 2025Q2: 6,226 shares; 2025Q3: 6,306 shares 6,306 $1.29M 0.06% +80 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: 3,462 shares; 2024Q4: 4,009 shares; 2025Q1: 4,952 shares; 2025Q2: 5,050 shares; 2025Q3: 5,222 shares 5,222 $1.29M 0.06% +172 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 2,519 shares; 2025Q1: 4,563 shares; 2025Q2: 4,555 shares; 2025Q3: 4,546 shares 4,546 $1.28M 0.06% -9 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: 2,154 shares; 2024Q4: 2,146 shares; 2025Q1: 5,373 shares; 2025Q2: 5,392 shares; 2025Q3: 5,371 shares 5,371 $1.27M 0.06% -21 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,786 shares; 2024Q4: 40,341 shares; 2025Q1: 40,341 shares; 2025Q2: 42,259 shares; 2025Q3: 47,922 shares 47,922 $1.26M 0.06% +5,663 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: 2,408 shares; 2024Q4: 3,372 shares; 2025Q1: 5,314 shares; 2025Q2: 5,351 shares; 2025Q3: 5,271 shares 5,271 $1.26M 0.06% -80 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: 11,551 shares; 2024Q4: 11,763 shares; 2025Q1: 16,187 shares; 2025Q2: 16,122 shares; 2025Q3: 16,049 shares 16,049 $1.25M 0.06% -73 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,787 shares; 2024Q4: 13,805 shares; 2025Q1: 15,411 shares; 2025Q2: 15,747 shares; 2025Q3: 16,554 shares 16,554 $1.24M 0.06% +807 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: 2,289 shares; 2024Q4: 2,745 shares; 2025Q1: 2,873 shares; 2025Q2: 2,911 shares; 2025Q3: 3,062 shares 3,062 $1.24M 0.06% +151 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: 9,649 shares; 2024Q4: 9,694 shares; 2025Q1: 10,445 shares; 2025Q2: 10,658 shares; 2025Q3: 11,036 shares 11,036 $1.24M 0.06% +378 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: 12,616 shares; 2024Q4: 12,182 shares; 2025Q1: 11,655 shares; 2025Q2: 15,995 shares; 2025Q3: 20,408 shares 20,408 $1.22M 0.06% +4,413 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: 7,757 shares; 2024Q4: 7,439 shares; 2025Q1: 9,423 shares; 2025Q2: 9,308 shares; 2025Q3: 9,292 shares 9,292 $1.22M 0.06% -16 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: 7,770 shares; 2024Q4: 7,096 shares; 2025Q1: 7,082 shares; 2025Q2: 7,082 shares; 2025Q3: 7,082 shares 7,082 $1.21M 0.06% 0 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,030 shares; 2025Q2: 37,920 shares; 2025Q3: 37,933 shares 37,933 $1.2M 0.06% +13 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,956 shares; 2024Q4: 30,806 shares; 2025Q1: 31,271 shares; 2025Q2: 31,271 shares; 2025Q3: 31,771 shares 31,771 $1.19M 0.06% +500 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,540 shares; 2024Q4: 10,576 shares; 2025Q1: 10,410 shares; 2025Q2: 10,468 shares; 2025Q3: 10,680 shares 10,680 $1.12M 0.05% +212 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: 29,219 shares; 2024Q4: 29,223 shares; 2025Q1: 28,927 shares; 2025Q2: 28,931 shares; 2025Q3: 31,334 shares 31,334 $1.11M 0.05% +2,403 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: 3,256 shares; 2024Q4: 3,233 shares; 2025Q1: 3,921 shares; 2025Q2: 4,128 shares; 2025Q3: 4,171 shares 4,171 $1.09M 0.05% +43 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: 4,913 shares; 2024Q4: 4,374 shares; 2025Q1: 4,028 shares; 2025Q2: 4,031 shares; 2025Q3: 3,969 shares 3,969 $1.08M 0.05% -62 Timeline SLYG 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: 14,771 shares; 2024Q4: 11,457 shares; 2025Q1: 11,298 shares; 2025Q2: 11,136 shares; 2025Q3: 11,266 shares 11,266 $1.06M 0.05% +130 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: 5,651 shares; 2024Q4: 5,925 shares; 2025Q1: 6,051 shares; 2025Q2: 6,113 shares; 2025Q3: 6,224 shares 6,224 $1.05M 0.05% +111 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,271 shares; 2025Q1: 1,205 shares; 2025Q2: 3,799 shares; 2025Q3: 3,795 shares 3,795 $1.04M 0.05% -4 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,414 shares; 2024Q4: 15,822 shares; 2025Q1: 13,098 shares; 2025Q2: 13,106 shares; 2025Q3: 13,090 shares 13,090 $1.03M 0.05% -16 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,850 shares; 2025Q2: 38,086 shares; 2025Q3: 39,250 shares 39,250 $1.02M 0.05% +1,164 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 1,975 shares; 2025Q1: 2,005 shares; 2025Q2: 2,039 shares; 2025Q3: 2,067 shares 2,067 $1.01M 0.05% +28 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: not reported; 2024Q4: not reported; 2025Q1: 20,515 shares; 2025Q2: 20,256 shares; 2025Q3: 20,256 shares 20,256 $1M 0.05% 0 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,639 shares; 2024Q4: 6,591 shares; 2025Q1: 7,067 shares; 2025Q2: 7,418 shares; 2025Q3: 8,149 shares 8,149 $999K 0.05% +731 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,796 shares; 2024Q4: 4,168 shares; 2025Q1: 3,951 shares; 2025Q2: 4,259 shares; 2025Q3: 4,351 shares 4,351 $991K 0.05% +92 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: 1,796 shares; 2024Q4: 2,059 shares; 2025Q1: 4,756 shares; 2025Q2: 4,706 shares; 2025Q3: 4,706 shares 4,706 $991K 0.05% 0 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: 19,960 shares; 2024Q4: 25,779 shares; 2025Q1: 23,058 shares; 2025Q2: 23,383 shares; 2025Q3: 25,320 shares 25,320 $977K 0.05% +1,937 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: 14,711 shares; 2024Q4: 20,433 shares; 2025Q1: 20,057 shares; 2025Q2: 20,229 shares; 2025Q3: 11,692 shares 11,692 $976K 0.05% -8,537 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: 6,610 shares; 2024Q4: 6,010 shares; 2025Q1: 14,292 shares; 2025Q2: 14,292 shares; 2025Q3: 14,292 shares 14,292 $963K 0.05% 0 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: 20,999 shares; 2024Q4: 19,314 shares; 2025Q1: 19,122 shares; 2025Q2: 18,254 shares; 2025Q3: 18,623 shares 18,623 $961K 0.05% +369 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,017 shares; 2024Q4: 2,817 shares; 2025Q1: 2,817 shares; 2025Q2: 2,817 shares; 2025Q3: 2,917 shares 2,917 $960K 0.05% +100 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: 4,944 shares; 2024Q4: 4,676 shares; 2025Q1: 6,618 shares; 2025Q2: 6,652 shares; 2025Q3: 6,622 shares 6,622 $957K 0.05% -30 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: 1,628 shares; 2024Q4: 1,618 shares; 2025Q1: 3,632 shares; 2025Q2: 3,660 shares; 2025Q3: 3,657 shares 3,657 $930K 0.05% -3 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: 3,070 shares; 2024Q4: 3,058 shares; 2025Q1: 3,058 shares; 2025Q2: 3,058 shares; 2025Q3: 3,055 shares 3,055 $918K 0.05% -3 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: 5,101 shares; 2024Q4: 5,101 shares; 2025Q1: 8,077 shares; 2025Q2: 8,053 shares; 2025Q3: 8,053 shares 8,053 $906K 0.04% 0 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: 11,994 shares; 2024Q4: 11,964 shares; 2025Q1: 11,964 shares; 2025Q2: 11,843 shares; 2025Q3: 11,748 shares 11,748 $901K 0.04% -95 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: 6,627 shares; 2024Q4: 6,741 shares; 2025Q1: 6,586 shares; 2025Q2: 6,609 shares; 2025Q3: 6,609 shares 6,609 $899K 0.04% 0 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: 2,186 shares; 2024Q4: 2,095 shares; 2025Q1: 2,095 shares; 2025Q2: 2,095 shares; 2025Q3: 2,128 shares 2,128 $899K 0.04% +33 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,100 shares; 2024Q4: 20,600 shares; 2025Q1: 20,600 shares; 2025Q2: 21,004 shares; 2025Q3: 21,004 shares 21,004 $897K 0.04% 0 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,046 shares; 2024Q4: 17,046 shares; 2025Q1: 17,046 shares; 2025Q2: 17,046 shares; 2025Q3: 17,046 shares 17,046 $874K 0.04% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,335 shares 5,335 $864K 0.04% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 26,285 shares 26,285 $861K 0.04% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 740 shares; 2025Q2: 735 shares; 2025Q3: 735 shares 735 $857K 0.04% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,621 shares; 2024Q4: 12,765 shares; 2025Q1: 11,961 shares; 2025Q2: 12,485 shares; 2025Q3: 12,638 shares 12,638 $850K 0.04% +153 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,806 shares; 2024Q4: 2,806 shares; 2025Q1: 2,806 shares; 2025Q2: 2,806 shares; 2025Q3: 2,806 shares 2,806 $837K 0.04% 0 Timeline JPIE 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: 5,424 shares; 2024Q4: 5,675 shares; 2025Q1: 8,455 shares; 2025Q2: 8,455 shares; 2025Q3: 17,987 shares 17,987 $835K 0.04% +9,532 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: 1,482 shares; 2024Q4: 1,508 shares; 2025Q1: 1,582 shares; 2025Q2: 1,582 shares; 2025Q3: 1,681 shares 1,681 $824K 0.04% +99 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: 5,380 shares; 2024Q4: 5,379 shares; 2025Q1: 5,358 shares; 2025Q2: 5,364 shares; 2025Q3: 5,370 shares 5,370 $816K 0.04% +6 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: 2,448 shares; 2024Q4: 5,448 shares; 2025Q1: 2,448 shares; 2025Q2: 2,452 shares; 2025Q3: 2,448 shares 2,448 $815K 0.04% -4 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: 34,286 shares; 2024Q4: 28,756 shares; 2025Q1: 32,792 shares; 2025Q2: 33,315 shares; 2025Q3: 25,927 shares 25,927 $815K 0.04% -7,388 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,599 shares; 2025Q2: 3,734 shares; 2025Q3: 3,786 shares 3,786 $805K 0.04% +52 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,550 shares; 2024Q4: 11,163 shares; 2025Q1: 15,457 shares; 2025Q2: 13,917 shares; 2025Q3: 12,924 shares 12,924 $791K 0.04% -993 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,398 shares; 2025Q1: 7,406 shares; 2025Q2: 8,155 shares; 2025Q3: 7,646 shares 7,646 $788K 0.04% -509 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: 6,044 shares; 2024Q4: 9,147 shares; 2025Q1: 9,360 shares; 2025Q2: 9,360 shares; 2025Q3: 9,360 shares 9,360 $771K 0.04% 0 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: 2,914 shares; 2024Q4: 14,475 shares; 2025Q1: 13,975 shares; 2025Q2: 13,410 shares; 2025Q3: 13,380 shares 13,380 $761K 0.04% -30 Timeline JGRO 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: 7,560 shares; 2024Q4: 7,729 shares; 2025Q1: 7,632 shares; 2025Q2: 7,968 shares; 2025Q3: 7,948 shares 7,948 $745K 0.04% -20 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: 2,356 shares; 2024Q4: 2,202 shares; 2025Q1: 2,419 shares; 2025Q2: 2,508 shares; 2025Q3: 2,577 shares 2,577 $726K 0.04% +69 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: not reported; 2024Q4: not reported; 2025Q1: 5,736 shares; 2025Q2: 6,140 shares; 2025Q3: 6,208 shares 6,208 $707K 0.03% +68 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,216 shares; 2024Q4: 11,176 shares; 2025Q1: 10,771 shares; 2025Q2: 10,809 shares; 2025Q3: 10,996 shares 10,996 $706K 0.03% +187 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: 4,471 shares; 2024Q4: 7,397 shares; 2025Q1: 5,990 shares; 2025Q2: 7,011 shares; 2025Q3: 5,919 shares 5,919 $703K 0.03% -1,092 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: 2,808 shares; 2024Q4: 2,399 shares; 2025Q1: 2,510 shares; 2025Q2: 2,774 shares; 2025Q3: 2,509 shares 2,509 $701K 0.03% -265 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: 8,454 shares; 2024Q4: 4,118 shares; 2025Q1: 9,541 shares; 2025Q2: 9,541 shares; 2025Q3: 9,264 shares 9,264 $698K 0.03% -277 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: 18,372 shares; 2024Q4: 18,210 shares; 2025Q1: 18,250 shares; 2025Q2: 18,250 shares; 2025Q3: 18,293 shares 18,293 $680K 0.03% +43 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: 4,556 shares; 2024Q4: 4,439 shares; 2025Q1: 7,795 shares; 2025Q2: 7,779 shares; 2025Q3: 7,568 shares 7,568 $679K 0.03% -211 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,152 shares; 2024Q4: 9,049 shares; 2025Q1: 10,042 shares; 2025Q2: 10,256 shares; 2025Q3: 6,296 shares 6,296 $678K 0.03% -3,960 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,479 shares; 2024Q4: 5,479 shares; 2025Q1: 5,479 shares; 2025Q2: 5,452 shares; 2025Q3: 5,452 shares 5,452 $673K 0.03% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,111 shares; 2025Q2: 7,111 shares; 2025Q3: 7,111 shares 7,111 $647K 0.03% 0 Timeline GDX 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: 8,418 shares; 2024Q4: 8,383 shares; 2025Q1: 8,383 shares; 2025Q2: 8,383 shares; 2025Q3: 8,383 shares 8,383 $640K 0.03% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 3,106 shares; 2025Q1: 3,070 shares; 2025Q2: 3,469 shares; 2025Q3: 3,379 shares 3,379 $632K 0.03% -90 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,276 shares; 2024Q4: 6,890 shares; 2025Q1: 8,195 shares; 2025Q2: 8,124 shares; 2025Q3: 8,124 shares 8,124 $630K 0.03% 0 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: 6,307 shares; 2024Q4: 6,262 shares; 2025Q1: 5,802 shares; 2025Q2: 5,806 shares; 2025Q3: 7,581 shares 7,581 $626K 0.03% +1,775 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: 320 shares; 2024Q4: 361 shares; 2025Q1: 773 shares; 2025Q2: 692 shares; 2025Q3: 665 shares 665 $612K 0.03% -27 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: 7,099 shares; 2024Q4: 7,150 shares; 2025Q1: 7,090 shares; 2025Q2: 7,090 shares; 2025Q3: 7,233 shares 7,233 $606K 0.03% +143 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: 2,514 shares; 2024Q4: 2,727 shares; 2025Q1: 2,623 shares; 2025Q2: 2,495 shares; 2025Q3: 2,495 shares 2,495 $588K 0.03% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,948 shares; 2024Q4: 2,927 shares; 2025Q1: 2,210 shares; 2025Q2: 2,212 shares; 2025Q3: 2,178 shares 2,178 $588K 0.03% -34 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,589 shares; 2024Q4: 3,186 shares; 2025Q1: 5,776 shares; 2025Q2: 5,784 shares; 2025Q3: 5,584 shares 5,584 $587K 0.03% -200 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,174 shares; 2024Q4: 55,174 shares; 2025Q1: 55,174 shares; 2025Q2: 55,174 shares; 2025Q3: 55,174 shares 55,174 $585K 0.03% 0 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: 12,380 shares; 2024Q4: 6,580 shares; 2025Q1: 6,189 shares; 2025Q2: 6,909 shares; 2025Q3: 6,998 shares 6,998 $584K 0.03% +89 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,913 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares 2,900 $568K 0.03% 0 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: 4,712 shares; 2024Q4: 4,725 shares; 2025Q1: 4,747 shares; 2025Q2: 4,765 shares; 2025Q3: 4,790 shares 4,790 $567K 0.03% +25 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: 2,726 shares; 2024Q4: 3,553 shares; 2025Q1: 6,571 shares; 2025Q2: 6,598 shares; 2025Q3: 6,559 shares 6,559 $555K 0.03% -39 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: not reported; 2024Q4: 2,202 shares; 2025Q1: 2,832 shares; 2025Q2: 2,841 shares; 2025Q3: 2,828 shares 2,828 $554K 0.03% -13 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: 837 shares; 2024Q4: 839 shares; 2025Q1: 1,839 shares; 2025Q2: 1,847 shares; 2025Q3: 1,840 shares 1,840 $540K 0.03% -7 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: 2,044 shares; 2024Q4: 3,704 shares; 2025Q1: 3,627 shares; 2025Q2: 3,465 shares; 2025Q3: 3,129 shares 3,129 $523K 0.03% -336 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,029 shares; 2025Q3: 5,924 shares 5,924 $521K 0.03% -105 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: 10,446 shares; 2024Q4: 12,748 shares; 2025Q1: 12,596 shares; 2025Q2: 11,336 shares; 2025Q3: 11,479 shares 11,479 $518K 0.03% +143 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,920 shares; 2024Q4: 2,920 shares; 2025Q1: 2,920 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares 2,922 $516K 0.03% 0 Timeline DFIC 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: 16,362 shares; 2025Q2: 15,651 shares; 2025Q3: 15,651 shares 15,651 $513K 0.03% 0 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: 2,503 shares; 2024Q4: 2,493 shares; 2025Q1: 2,555 shares; 2025Q2: 2,571 shares; 2025Q3: 2,477 shares 2,477 $512K 0.03% -94 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: 36,679 shares; 2024Q4: 21,491 shares; 2025Q1: 17,888 shares; 2025Q2: 17,261 shares; 2025Q3: 15,245 shares 15,245 $511K 0.03% -2,016 Timeline VPV INVESCO PA VALUE MUN INC TR More: the full row for INVESCO PA VALUE MUN INC 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: 37,480 shares; 2025Q2: 49,452 shares; 2025Q3: 49,452 shares 49,452 $511K 0.03% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,294 shares; 2024Q4: 11,294 shares; 2025Q1: 11,294 shares; 2025Q2: 11,294 shares; 2025Q3: 11,294 shares 11,294 $511K 0.03% 0 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: 8,593 shares; 2024Q4: 8,244 shares; 2025Q1: 7,944 shares; 2025Q2: 7,925 shares; 2025Q3: 7,925 shares 7,925 $495K 0.02% 0 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: 4,831 shares; 2024Q4: 3,841 shares; 2025Q1: 2,814 shares; 2025Q2: 2,691 shares; 2025Q3: 2,596 shares 2,596 $494K 0.02% -95 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: not reported; 2024Q4: not reported; 2025Q1: 674 shares; 2025Q2: 674 shares; 2025Q3: 645 shares 645 $489K 0.02% -29 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,792 shares; 2024Q4: 4,492 shares; 2025Q1: 4,492 shares; 2025Q2: 4,492 shares; 2025Q3: 4,371 shares 4,371 $489K 0.02% -121 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,223 shares; 2024Q4: 5,051 shares; 2025Q1: 4,758 shares; 2025Q2: 4,796 shares; 2025Q3: 4,796 shares 4,796 $487K 0.02% 0 Timeline ATI ATI INC More: the full row for ATI 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: 5,916 shares 5,916 $481K 0.02% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE 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: 980 shares; 2025Q3: 1,649 shares 1,649 $476K 0.02% +669 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,566 shares; 2024Q4: 10,667 shares; 2025Q1: 10,711 shares; 2025Q2: 10,747 shares; 2025Q3: 10,854 shares 10,854 $476K 0.02% +107 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,507 shares; 2024Q4: 2,486 shares; 2025Q1: 2,360 shares; 2025Q2: 2,362 shares; 2025Q3: 2,369 shares 2,369 $472K 0.02% +7 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: 7,742 shares; 2024Q4: 6,135 shares; 2025Q1: 4,003 shares; 2025Q2: 3,783 shares; 2025Q3: 4,260 shares 4,260 $468K 0.02% +477 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: 9,468 shares; 2024Q4: 9,409 shares; 2025Q1: 9,409 shares; 2025Q2: 9,268 shares; 2025Q3: 9,220 shares 9,220 $465K 0.02% -48 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: 3,082 shares; 2024Q4: 3,082 shares; 2025Q1: 5,582 shares; 2025Q2: 5,582 shares; 2025Q3: 5,623 shares 5,623 $463K 0.02% +41 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: 1,708 shares; 2024Q4: 1,765 shares; 2025Q1: 1,765 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares 1,765 $459K 0.02% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,991 shares; 2024Q4: 7,168 shares; 2025Q1: 7,179 shares; 2025Q2: 7,190 shares; 2025Q3: 7,200 shares 7,200 $456K 0.02% +10 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,275 shares 3,275 $456K 0.02% new 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: 4,783 shares; 2024Q4: not reported; 2025Q1: 5,700 shares; 2025Q2: 5,735 shares; 2025Q3: 5,680 shares 5,680 $454K 0.02% -55 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: 9,765 shares; 2024Q4: 8,955 shares; 2025Q1: 3,267 shares; 2025Q2: 3,305 shares; 2025Q3: 3,576 shares 3,576 $453K 0.02% +271 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 602 shares; 2025Q2: 508 shares; 2025Q3: 474 shares 474 $453K 0.02% -34 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E 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: 14,317 shares; 2025Q2: 14,811 shares; 2025Q3: 15,016 shares 15,016 $452K 0.02% +205 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,300 shares; 2024Q4: 9,300 shares; 2025Q1: 10,100 shares; 2025Q2: 10,400 shares; 2025Q3: 8,800 shares 8,800 $449K 0.02% -1,600 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: 4,392 shares; 2024Q4: 4,399 shares; 2025Q1: 4,392 shares; 2025Q2: 4,364 shares; 2025Q3: 4,364 shares 4,364 $439K 0.02% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,414 shares; 2024Q4: 1,512 shares; 2025Q1: 1,505 shares; 2025Q2: 1,505 shares; 2025Q3: 1,505 shares 1,505 $434K 0.02% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,140 shares; 2024Q4: 9,161 shares; 2025Q1: 9,477 shares; 2025Q2: 9,500 shares; 2025Q3: 9,432 shares 9,432 $432K 0.02% -68 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,647 shares; 2025Q1: 4,646 shares; 2025Q2: 5,331 shares; 2025Q3: 4,645 shares 4,645 $429K 0.02% -686 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: 3,062 shares; 2024Q4: 3,083 shares; 2025Q1: 3,061 shares; 2025Q2: 3,062 shares; 2025Q3: 2,763 shares 2,763 $429K 0.02% -299 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: not reported; 2024Q4: not reported; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares 1,325 $428K 0.02% 0 Timeline XVV 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: 9,458 shares; 2024Q4: 9,371 shares; 2025Q1: 9,916 shares; 2025Q2: 9,958 shares; 2025Q3: 8,308 shares 8,308 $428K 0.02% -1,650 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: 2,518 shares; 2024Q4: 2,524 shares; 2025Q1: 4,738 shares; 2025Q2: 4,738 shares; 2025Q3: 4,738 shares 4,738 $426K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,334 shares; 2025Q2: 1,920 shares; 2025Q3: 2,033 shares 2,033 $424K 0.02% +113 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,762 shares; 2024Q4: 9,052 shares; 2025Q1: 9,048 shares; 2025Q2: 9,052 shares; 2025Q3: 8,374 shares 8,374 $422K 0.02% -678 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: 900 shares; 2024Q4: not reported; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares; 2025Q3: 1,206 shares 1,206 $422K 0.02% +19 Timeline HSY HERSHEY CO More: the full row for HERSHEY 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: 2,215 shares 2,215 $414K 0.02% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,016 shares; 2024Q4: 2,143 shares; 2025Q1: 2,136 shares; 2025Q2: 2,086 shares; 2025Q3: 2,086 shares 2,086 $408K 0.02% 0 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: 14,335 shares; 2024Q4: 5,464 shares; 2025Q1: 5,077 shares; 2025Q2: 4,491 shares; 2025Q3: 3,657 shares 3,657 $406K 0.02% -834 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: 2,069 shares; 2024Q4: 2,368 shares; 2025Q1: 2,371 shares; 2025Q2: 2,372 shares; 2025Q3: 2,372 shares 2,372 $405K 0.02% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,039 shares; 2025Q1: 1,039 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares 1,023 $405K 0.02% 0 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: 3,096 shares; 2024Q4: 3,226 shares; 2025Q1: 4,151 shares; 2025Q2: 4,160 shares; 2025Q3: 3,106 shares 3,106 $400K 0.02% -1,054 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: 5,611 shares; 2024Q4: 5,805 shares; 2025Q1: 1,269 shares; 2025Q2: 1,273 shares; 2025Q3: 1,269 shares 1,269 $388K 0.02% -4 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,922 shares; 2024Q4: 8,395 shares; 2025Q1: 8,670 shares; 2025Q2: 8,610 shares; 2025Q3: 8,610 shares 8,610 $387K 0.02% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,981 shares; 2024Q4: 5,218 shares; 2025Q1: 5,018 shares; 2025Q2: 5,018 shares; 2025Q3: 4,568 shares 4,568 $385K 0.02% -450 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: 5,507 shares; 2025Q1: 5,509 shares; 2025Q2: 5,513 shares; 2025Q3: 5,515 shares 5,515 $383K 0.02% +2 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,048 shares; 2024Q4: 32,890 shares; 2025Q1: 25,340 shares; 2025Q2: 21,626 shares; 2025Q3: 21,583 shares 21,583 $373K 0.02% -43 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,088 shares; 2024Q4: 10,279 shares; 2025Q1: 9,887 shares; 2025Q2: 9,887 shares; 2025Q3: 9,887 shares 9,887 $372K 0.02% 0 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: 2,784 shares; 2024Q4: 2,904 shares; 2025Q1: 2,121 shares; 2025Q2: 1,521 shares; 2025Q3: 1,871 shares 1,871 $371K 0.02% +350 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: 9,937 shares; 2024Q4: 9,859 shares; 2025Q1: 5,744 shares; 2025Q2: 5,579 shares; 2025Q3: 5,406 shares 5,406 $366K 0.02% -173 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 11,817 shares 11,817 $364K 0.02% new 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: 2,565 shares; 2024Q4: 2,486 shares; 2025Q1: 2,489 shares; 2025Q2: 2,489 shares; 2025Q3: 2,489 shares 2,489 $363K 0.02% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 4,458 shares; 2025Q1: 4,458 shares; 2025Q2: 2,023 shares; 2025Q3: 2,069 shares 2,069 $357K 0.02% +46 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: 1,939 shares; 2024Q4: 2,319 shares; 2025Q1: not reported; 2025Q2: 2,195 shares; 2025Q3: 2,192 shares 2,192 $355K 0.02% -3 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,650 shares; 2025Q3: 1,478 shares 1,478 $349K 0.02% -172 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: 1,793 shares; 2024Q4: 1,752 shares; 2025Q1: 1,602 shares; 2025Q2: 1,568 shares; 2025Q3: 1,568 shares 1,568 $344K 0.02% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,382 shares; 2024Q4: 2,401 shares; 2025Q1: 2,401 shares; 2025Q2: 2,401 shares; 2025Q3: 2,401 shares 2,401 $340K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares 1,101 $339K 0.02% 0 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: 14,376 shares; 2024Q4: 12,876 shares; 2025Q1: 12,061 shares; 2025Q2: 12,061 shares; 2025Q3: 11,919 shares 11,919 $337K 0.02% -142 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: 637 shares; 2024Q4: 1,323 shares; 2025Q1: 1,803 shares; 2025Q2: 1,695 shares; 2025Q3: 1,654 shares 1,654 $337K 0.02% -41 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,108 shares; 2025Q1: 1,108 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares 1,042 $335K 0.02% 0 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: 2,710 shares; 2024Q4: 2,675 shares; 2025Q1: 2,821 shares; 2025Q2: 3,011 shares; 2025Q3: 3,591 shares 3,591 $334K 0.02% +580 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,132 shares; 2024Q4: 11,471 shares; 2025Q1: 15,897 shares; 2025Q2: 14,668 shares; 2025Q3: 14,413 shares 14,413 $330K 0.02% -255 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: 2,769 shares; 2024Q4: 2,928 shares; 2025Q1: 2,832 shares; 2025Q2: 2,892 shares; 2025Q3: 2,332 shares 2,332 $330K 0.02% -560 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: 7,113 shares; 2024Q4: 6,672 shares; 2025Q1: 5,092 shares; 2025Q2: 6,018 shares; 2025Q3: 6,055 shares 6,055 $328K 0.02% +37 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,422 shares; 2025Q1: 1,422 shares; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares 1,422 $326K 0.02% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,478 shares; 2025Q1: 2,478 shares; 2025Q2: 2,478 shares; 2025Q3: 2,478 shares 2,478 $321K 0.02% 0 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,949 shares; 2024Q4: 6,203 shares; 2025Q1: 6,146 shares; 2025Q2: 6,146 shares; 2025Q3: 6,145 shares 6,145 $316K 0.02% -1 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: 8,577 shares; 2024Q4: 8,577 shares; 2025Q1: 8,577 shares; 2025Q2: 8,577 shares; 2025Q3: 8,577 shares 8,577 $315K 0.02% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,494 shares; 2024Q4: 2,494 shares; 2025Q1: 2,494 shares; 2025Q2: 2,898 shares; 2025Q3: 2,494 shares 2,494 $312K 0.02% -404 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 2,815 shares; 2025Q1: 2,816 shares; 2025Q2: 2,818 shares; 2025Q3: 2,820 shares 2,820 $312K 0.02% +2 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: 997 shares; 2024Q4: 1,069 shares; 2025Q1: 1,033 shares; 2025Q2: 1,041 shares; 2025Q3: 1,038 shares 1,038 $309K 0.02% -3 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: 4,636 shares; 2024Q4: 4,626 shares; 2025Q1: 4,591 shares; 2025Q2: 4,591 shares; 2025Q3: 4,603 shares 4,603 $309K 0.02% +12 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: 1,534 shares; 2024Q4: 1,543 shares; 2025Q1: 1,541 shares; 2025Q2: 1,541 shares; 2025Q3: 1,538 shares 1,538 $308K 0.02% -3 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,961 shares; 2024Q4: 19,517 shares; 2025Q1: 18,988 shares; 2025Q2: 19,312 shares; 2025Q3: 19,346 shares 19,346 $308K 0.02% +34 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: not reported; 2025Q1: not reported; 2025Q2: 2,206 shares; 2025Q3: 2,072 shares 2,072 $302K 0.01% -134 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: 3,730 shares; 2025Q1: not reported; 2025Q2: 2,258 shares; 2025Q3: 2,251 shares 2,251 $301K 0.01% -7 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,320 shares; 2025Q1: not reported; 2025Q2: 2,320 shares; 2025Q3: 2,320 shares 2,320 $301K 0.01% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,985 shares; 2024Q4: 4,985 shares; 2025Q1: 4,985 shares; 2025Q2: 4,985 shares; 2025Q3: 4,985 shares 4,985 $299K 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,901 shares; 2024Q4: 1,684 shares; 2025Q1: 1,558 shares; 2025Q2: 1,870 shares; 2025Q3: 1,533 shares 1,533 $298K 0.01% -337 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: 894 shares; 2024Q4: 1,038 shares; 2025Q1: 19,792 shares; 2025Q2: 1,038 shares; 2025Q3: 1,038 shares 1,038 $290K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,922 shares; 2024Q4: 5,165 shares; 2025Q1: 3,851 shares; 2025Q2: 3,876 shares; 2025Q3: 3,716 shares 3,716 $289K 0.01% -160 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,647 shares; 2025Q2: 1,647 shares; 2025Q3: 1,647 shares 1,647 $281K 0.01% 0 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: 9,799 shares; 2024Q4: 9,412 shares; 2025Q1: 9,963 shares; 2025Q2: 8,076 shares; 2025Q3: 8,088 shares 8,088 $279K 0.01% +12 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: not reported; 2024Q4: not reported; 2025Q1: 3,836 shares; 2025Q2: 3,890 shares; 2025Q3: 3,529 shares 3,529 $277K 0.01% -361 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,154 shares; 2024Q4: 6,154 shares; 2025Q1: 6,079 shares; 2025Q2: 6,079 shares; 2025Q3: 6,079 shares 6,079 $275K 0.01% 0 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: not reported; 2024Q4: 2,870 shares; 2025Q1: 2,871 shares; 2025Q2: 2,871 shares; 2025Q3: 2,871 shares 2,871 $274K 0.01% 0 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: not reported; 2024Q4: 3,723 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,322 shares 3,322 $272K 0.01% new 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: 1,196 shares; 2024Q4: 1,064 shares; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: 1,130 shares 1,130 $271K 0.01% +70 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 539 shares 539 $266K 0.01% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,971 shares; 2025Q2: 4,871 shares; 2025Q3: 4,871 shares 4,871 $265K 0.01% 0 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: 673 shares; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 621 shares; 2025Q3: 576 shares 576 $258K 0.01% -45 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 2,705 shares; 2025Q1: 2,674 shares; 2025Q2: 2,674 shares; 2025Q3: 2,674 shares 2,674 $256K 0.01% 0 Timeline HELO 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: 3,867 shares 3,867 $251K 0.01% new Timeline TCAF 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: 6,615 shares; 2025Q3: 6,643 shares 6,643 $250K 0.01% +28 Timeline IGV 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: 2,175 shares; 2025Q1: not reported; 2025Q2: 2,175 shares; 2025Q3: 2,175 shares 2,175 $250K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 258 shares 258 $250K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 834 shares 834 $248K 0.01% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,947 shares; 2024Q4: 5,732 shares; 2025Q1: 5,740 shares; 2025Q2: 5,750 shares; 2025Q3: 5,760 shares 5,760 $247K 0.01% +10 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: 4,204 shares; 2024Q4: 4,185 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,185 shares 5,185 $245K 0.01% new Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,550 shares; 2025Q1: not reported; 2025Q2: 5,635 shares; 2025Q3: 5,635 shares 5,635 $243K 0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,799 shares; 2024Q4: 14,397 shares; 2025Q1: 11,642 shares; 2025Q2: 13,059 shares; 2025Q3: 3,149 shares 3,149 $238K 0.01% -9,910 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,070 shares; 2025Q3: 791 shares 791 $232K 0.01% -279 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: 1,555 shares; 2024Q4: 1,555 shares; 2025Q1: 1,546 shares; 2025Q2: 1,573 shares; 2025Q3: 1,559 shares 1,559 $228K 0.01% -14 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: 2,558 shares; 2024Q4: 2,525 shares; 2025Q1: 2,489 shares; 2025Q2: 2,196 shares; 2025Q3: 2,187 shares 2,187 $227K 0.01% -9 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: 3,838 shares; 2024Q4: 3,698 shares; 2025Q1: 3,698 shares; 2025Q2: 3,241 shares; 2025Q3: 3,166 shares 3,166 $226K 0.01% -75 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: not reported; 2024Q4: not reported; 2025Q1: 2,805 shares; 2025Q2: not reported; 2025Q3: 2,805 shares 2,805 $226K 0.01% new 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: 377 shares; 2024Q4: 377 shares; 2025Q1: not reported; 2025Q2: 489 shares; 2025Q3: 377 shares 377 $225K 0.01% -112 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,141 shares 3,141 $224K 0.01% new Timeline IJT 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: 1,569 shares; 2024Q4: 1,569 shares; 2025Q1: not reported; 2025Q2: 1,569 shares; 2025Q3: 1,569 shares 1,569 $222K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,072 shares; 2025Q3: 1,022 shares 1,022 $221K 0.01% -50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares 2,280 $220K 0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,203 shares 1,203 $219K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,443 shares; 2025Q3: 1,350 shares 1,350 $215K 0.01% -93 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,333 shares; 2025Q1: 10,799 shares; 2025Q2: 11,074 shares; 2025Q3: 11,102 shares 11,102 $214K 0.01% +28 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: 20,183 shares; 2024Q4: 20,251 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,248 shares 3,248 $214K 0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,579 shares 2,579 $210K 0.01% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,612 shares; 2025Q1: not reported; 2025Q2: 1,559 shares; 2025Q3: 1,480 shares 1,480 $210K 0.01% -79 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,173 shares; 2024Q4: 5,391 shares; 2025Q1: 5,261 shares; 2025Q2: 5,325 shares; 2025Q3: 5,331 shares 5,331 $209K 0.01% +6 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: 11,673 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,714 shares 2,714 $207K 0.01% new Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,755 shares 1,755 $205K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 524 shares 524 $205K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 294 shares 294 $205K 0.01% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,800 shares 4,800 $203K 0.01% new Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,022 shares; 2025Q3: 8,386 shares 8,386 $201K 0.01% -4,636 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA 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: 11,063 shares 11,063 $189K 0.01% new Timeline MMLP MARTIN MIDSTREAM PRTNRS L P More: the full row for MARTIN MIDSTREAM PRTNRS L P 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: 46,712 shares; 2025Q3: 33,693 shares 33,693 $103K 0.01% -13,019 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares 12,500 $78.1K <0.01% 0 Timeline NRGV ENERGY VAULT HOLDINGS INC More: the full row for ENERGY VAULT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,387 shares; 2024Q4: 13,387 shares; 2025Q1: 13,387 shares; 2025Q2: 13,387 shares; 2025Q3: 13,387 shares 13,387 $39.8K <0.01% 0 Timeline