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; 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; 2025Q4: 5,788,946 shares 5,788,946 $253M 10.47% +363,026 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,086 shares; 2024Q4: 599,251 shares; 2025Q1: 660,392 shares; 2025Q2: 691,674 shares; 2025Q3: 722,866 shares; 2025Q4: 771,539 shares 771,539 $170M 7.02% +48,673 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,578 shares; 2024Q4: 253,197 shares; 2025Q1: 270,474 shares; 2025Q2: 281,103 shares; 2025Q3: 291,459 shares; 2025Q4: 301,211 shares 301,211 $143M 5.91% +9,752 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; 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; 2025Q4: 2,114,467 shares 2,114,467 $121M 5.01% +152,932 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; 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; 2025Q4: 1,336,183 shares 1,336,183 $120M 4.98% +68,151 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; 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; 2025Q4: 1,732,779 shares 1,732,779 $86.5M 3.58% +71,238 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703,251 shares; 2024Q4: 773,539 shares; 2025Q1: 828,113 shares; 2025Q2: 892,804 shares; 2025Q3: 937,280 shares; 2025Q4: 1,042,635 shares 1,042,635 $72.4M 3% +105,355 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753,433 shares; 2024Q4: 850,527 shares; 2025Q1: 848,148 shares; 2025Q2: 884,785 shares; 2025Q3: 945,735 shares; 2025Q4: 1,006,896 shares 1,006,896 $70.2M 2.91% +61,161 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; 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; 2025Q4: 1,964,081 shares 1,964,081 $70M 2.9% +233,741 Timeline JCPB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,439,759 shares 1,439,759 $68.2M 2.82% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,222 shares; 2025Q2: 54,875 shares; 2025Q3: not reported; 2025Q4: 2,358,317 shares 2,358,317 $62.9M 2.61% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,779 shares; 2024Q4: 502,421 shares; 2025Q1: 553,163 shares; 2025Q2: 570,997 shares; 2025Q3: 590,770 shares; 2025Q4: 622,536 shares 622,536 $59.8M 2.48% +31,766 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; 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; 2025Q4: 1,775,826 shares 1,775,826 $58.1M 2.41% +80,015 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; 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; 2025Q4: 1,836,033 shares 1,836,033 $54.3M 2.25% +95,441 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; 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; 2025Q4: 1,098,989 shares 1,098,989 $48.9M 2.02% +85,709 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,917 shares; 2024Q4: 177,056 shares; 2025Q1: 189,840 shares; 2025Q2: 177,662 shares; 2025Q3: 178,126 shares; 2025Q4: 167,305 shares 167,305 $45.5M 1.88% -10,821 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; 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; 2025Q4: 1,460,686 shares 1,460,686 $33.1M 1.37% +98,315 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,621 shares; 2024Q4: 624,857 shares; 2025Q1: 703,135 shares; 2025Q2: 709,009 shares; 2025Q3: 746,403 shares; 2025Q4: 1,117,976 shares 1,117,976 $30.6M 1.27% +371,573 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,445 shares; 2024Q4: 55,411 shares; 2025Q1: 59,508 shares; 2025Q2: 59,373 shares; 2025Q3: 61,662 shares; 2025Q4: 58,757 shares 58,757 $28.4M 1.18% -2,905 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,748 shares; 2024Q4: 339,318 shares; 2025Q1: 351,096 shares; 2025Q2: 376,716 shares; 2025Q3: 410,361 shares; 2025Q4: 426,378 shares 426,378 $25.4M 1.05% +16,017 Timeline VUSV VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 398,801 shares 398,801 $25M 1.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,424 shares; 2024Q4: 5,675 shares; 2025Q1: 8,455 shares; 2025Q2: 8,455 shares; 2025Q3: 17,987 shares; 2025Q4: 458,059 shares 458,059 $21.2M 0.88% +440,072 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,342 shares; 2024Q4: 57,731 shares; 2025Q1: 85,665 shares; 2025Q2: 86,622 shares; 2025Q3: 109,298 shares; 2025Q4: 103,449 shares 103,449 $19.3M 0.8% -5,849 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,827 shares; 2024Q4: 48,438 shares; 2025Q1: 50,088 shares; 2025Q2: 53,527 shares; 2025Q3: 58,102 shares; 2025Q4: 59,528 shares 59,528 $19.2M 0.8% +1,426 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 626,087 shares; 2025Q1: 620,879 shares; 2025Q2: 613,859 shares; 2025Q3: 631,391 shares; 2025Q4: 698,946 shares 698,946 $17.8M 0.74% +67,555 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 704,901 shares 704,901 $17.8M 0.74% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,998 shares; 2024Q4: 214,999 shares; 2025Q1: 262,645 shares; 2025Q2: 271,820 shares; 2025Q3: 280,805 shares; 2025Q4: 492,538 shares 492,538 $17.4M 0.72% +211,733 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,632 shares; 2024Q4: 237,906 shares; 2025Q1: 269,725 shares; 2025Q2: 306,141 shares; 2025Q3: 331,486 shares; 2025Q4: 358,022 shares 358,022 $16.7M 0.69% +26,536 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 218,146 shares 218,146 $16.5M 0.68% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,163 shares; 2024Q4: 41,150 shares; 2025Q1: 45,269 shares; 2025Q2: 45,164 shares; 2025Q3: 44,297 shares; 2025Q4: 43,047 shares 43,047 $14.9M 0.62% -1,250 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 44,041 shares; 2025Q1: 49,779 shares; 2025Q2: 49,639 shares; 2025Q3: 49,781 shares; 2025Q4: 46,216 shares 46,216 $14.9M 0.62% -3,565 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,900 shares; 2024Q4: 352,523 shares; 2025Q1: 377,811 shares; 2025Q2: 403,358 shares; 2025Q3: 436,310 shares; 2025Q4: 448,560 shares 448,560 $14.6M 0.61% +12,250 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,566 shares; 2024Q4: 331,258 shares; 2025Q1: 357,297 shares; 2025Q2: 396,010 shares; 2025Q3: 415,827 shares; 2025Q4: 453,794 shares 453,794 $14.5M 0.6% +37,967 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200,000 shares 200,000 $14.3M 0.59% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,382 shares; 2024Q4: 67,709 shares; 2025Q1: 107,544 shares; 2025Q2: 109,562 shares; 2025Q3: 108,646 shares; 2025Q4: 104,077 shares 104,077 $12.5M 0.52% -4,569 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,921 shares; 2024Q4: 5,143 shares; 2025Q1: 37,706 shares; 2025Q2: 35,399 shares; 2025Q3: 35,541 shares; 2025Q4: 34,986 shares 34,986 $11.7M 0.49% -555 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,659 shares; 2024Q4: 28,409 shares; 2025Q1: 39,592 shares; 2025Q2: 38,413 shares; 2025Q3: 38,349 shares; 2025Q4: 36,367 shares 36,367 $11.4M 0.47% -1,982 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,756 shares; 2024Q4: 124,778 shares; 2025Q1: 127,496 shares; 2025Q2: 132,341 shares; 2025Q3: 134,804 shares; 2025Q4: 136,047 shares 136,047 $11.3M 0.47% +1,243 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,129 shares; 2024Q4: 8,794 shares; 2025Q1: 10,315 shares; 2025Q2: 10,318 shares; 2025Q3: 9,920 shares; 2025Q4: 9,914 shares 9,914 $10.7M 0.44% -6 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,610 shares; 2024Q4: 44,382 shares; 2025Q1: 75,785 shares; 2025Q2: 77,500 shares; 2025Q3: 82,922 shares; 2025Q4: 91,906 shares 91,906 $9.84M 0.41% +8,984 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,915 shares; 2024Q4: 19,575 shares; 2025Q1: 20,750 shares; 2025Q2: 20,808 shares; 2025Q3: 27,250 shares; 2025Q4: 27,376 shares 27,376 $9.6M 0.4% +126 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,615 shares; 2024Q4: 20,939 shares; 2025Q1: 30,560 shares; 2025Q2: 30,820 shares; 2025Q3: 30,261 shares; 2025Q4: 28,332 shares 28,332 $8.89M 0.37% -1,929 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,327 shares; 2024Q4: 8,192 shares; 2025Q1: 7,908 shares; 2025Q2: 7,893 shares; 2025Q3: 7,819 shares; 2025Q4: 12,093 shares 12,093 $8.28M 0.34% +4,274 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,317 shares; 2025Q2: 14,811 shares; 2025Q3: 15,016 shares; 2025Q4: 267,062 shares 267,062 $8.14M 0.34% +252,046 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,354 shares; 2024Q4: 62,463 shares; 2025Q1: 76,365 shares; 2025Q2: 74,959 shares; 2025Q3: 75,115 shares; 2025Q4: 72,251 shares 72,251 $8.05M 0.33% -2,864 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,180 shares; 2024Q4: 39,515 shares; 2025Q1: 41,210 shares; 2025Q2: 40,267 shares; 2025Q3: 40,347 shares; 2025Q4: 38,743 shares 38,743 $8.02M 0.33% -1,604 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,550 shares; 2024Q4: 27,114 shares; 2025Q1: 27,875 shares; 2025Q2: 28,928 shares; 2025Q3: 29,709 shares; 2025Q4: 34,901 shares 34,901 $7.34M 0.3% +5,192 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,268 shares; 2024Q4: 12,875 shares; 2025Q1: 14,167 shares; 2025Q2: 14,339 shares; 2025Q3: 14,715 shares; 2025Q4: 13,985 shares 13,985 $7.03M 0.29% -730 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,251 shares; 2024Q4: 15,378 shares; 2025Q1: 16,467 shares; 2025Q2: 16,812 shares; 2025Q3: 17,068 shares; 2025Q4: 16,782 shares 16,782 $6.65M 0.28% -286 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,523 shares; 2025Q1: 34,523 shares; 2025Q2: 34,190 shares; 2025Q3: 33,936 shares; 2025Q4: 34,511 shares 34,511 $6.61M 0.27% +575 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,580 shares; 2024Q4: 162,328 shares; 2025Q1: 162,158 shares; 2025Q2: 168,127 shares; 2025Q3: 175,593 shares; 2025Q4: 184,061 shares 184,061 $6.38M 0.26% +8,468 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,999 shares; 2024Q4: 128,800 shares; 2025Q1: 216,395 shares; 2025Q2: 216,749 shares; 2025Q3: 221,178 shares; 2025Q4: 229,701 shares 229,701 $6.34M 0.26% +8,523 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,095 shares; 2024Q4: 73,086 shares; 2025Q1: 85,145 shares; 2025Q2: 84,413 shares; 2025Q3: 84,093 shares; 2025Q4: 81,793 shares 81,793 $6.3M 0.26% -2,300 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,028 shares; 2024Q4: 41,435 shares; 2025Q1: 41,904 shares; 2025Q2: 42,074 shares; 2025Q3: 42,498 shares; 2025Q4: 40,414 shares 40,414 $6.16M 0.26% -2,084 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,481 shares; 2024Q4: 56,587 shares; 2025Q1: 53,568 shares; 2025Q2: 58,204 shares; 2025Q3: 57,898 shares; 2025Q4: 68,450 shares 68,450 $6.12M 0.25% +10,552 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,517 shares; 2024Q4: 23,256 shares; 2025Q1: 26,490 shares; 2025Q2: 24,027 shares; 2025Q3: 26,011 shares; 2025Q4: 26,419 shares 26,419 $6.1M 0.25% +408 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,985 shares; 2024Q4: 16,508 shares; 2025Q1: 23,887 shares; 2025Q2: 23,332 shares; 2025Q3: 24,429 shares; 2025Q4: 24,053 shares 24,053 $5.5M 0.23% -376 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,487 shares; 2024Q4: 120,774 shares; 2025Q1: 114,044 shares; 2025Q2: 112,004 shares; 2025Q3: 111,156 shares; 2025Q4: 99,653 shares 99,653 $5.45M 0.23% -11,503 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,518 shares; 2024Q4: 4,652 shares; 2025Q1: 6,069 shares; 2025Q2: 6,066 shares; 2025Q3: 6,167 shares; 2025Q4: 6,132 shares 6,132 $5.29M 0.22% -35 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,817 shares; 2025Q4: 155,241 shares 155,241 $5.05M 0.21% +143,424 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,756 shares; 2024Q4: 29,333 shares; 2025Q1: 28,965 shares; 2025Q2: 28,967 shares; 2025Q3: 29,469 shares; 2025Q4: 23,850 shares 23,850 $4.98M 0.21% -5,619 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,129 shares; 2024Q4: 15,629 shares; 2025Q1: 14,716 shares; 2025Q2: 14,843 shares; 2025Q3: 14,849 shares; 2025Q4: 14,155 shares 14,155 $4.87M 0.2% -694 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,995 shares; 2024Q4: 14,744 shares; 2025Q1: 14,703 shares; 2025Q2: 14,645 shares; 2025Q3: 17,003 shares; 2025Q4: 15,490 shares 15,490 $4.59M 0.19% -1,513 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,338 shares; 2024Q4: 41,835 shares; 2025Q1: 44,090 shares; 2025Q2: 44,224 shares; 2025Q3: 48,610 shares; 2025Q4: 31,959 shares 31,959 $4.58M 0.19% -16,651 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,553 shares; 2024Q4: 42,660 shares; 2025Q1: 41,776 shares; 2025Q2: 42,422 shares; 2025Q3: 43,108 shares; 2025Q4: 43,203 shares 43,203 $4.55M 0.19% +95 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,831 shares; 2024Q4: 103,831 shares; 2025Q1: 105,531 shares; 2025Q2: 114,795 shares; 2025Q3: 122,015 shares; 2025Q4: 128,777 shares 128,777 $4.48M 0.19% +6,762 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,610 shares; 2024Q4: 10,153 shares; 2025Q1: 13,747 shares; 2025Q2: 13,811 shares; 2025Q3: 13,997 shares; 2025Q4: 13,599 shares 13,599 $4.24M 0.18% -398 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,404 shares; 2024Q4: 23,953 shares; 2025Q1: 25,059 shares; 2025Q2: 25,470 shares; 2025Q3: 25,735 shares; 2025Q4: 25,217 shares 25,217 $4.1M 0.17% -518 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,909 shares; 2024Q4: 26,881 shares; 2025Q1: 31,968 shares; 2025Q2: 30,807 shares; 2025Q3: 31,526 shares; 2025Q4: 31,780 shares 31,780 $3.98M 0.16% +254 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,887 shares; 2024Q4: 25,865 shares; 2025Q1: 27,408 shares; 2025Q2: 27,316 shares; 2025Q3: 26,496 shares; 2025Q4: 25,670 shares 25,670 $3.68M 0.15% -826 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,380 shares; 2024Q4: 11,380 shares; 2025Q1: 18,788 shares; 2025Q2: 18,811 shares; 2025Q3: 18,807 shares; 2025Q4: 18,796 shares 18,796 $3.66M 0.15% -11 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,389 shares; 2024Q4: 42,172 shares; 2025Q1: 43,530 shares; 2025Q2: 43,721 shares; 2025Q3: 43,697 shares; 2025Q4: 44,936 shares 44,936 $3.65M 0.15% +1,239 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 224,620 shares; 2025Q3: 215,122 shares; 2025Q4: 216,364 shares 216,364 $3.57M 0.15% +1,242 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,173 shares; 2024Q4: 22,999 shares; 2025Q1: 24,796 shares; 2025Q2: 24,709 shares; 2025Q3: 24,584 shares; 2025Q4: 24,670 shares 24,670 $3.54M 0.15% +86 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 3,883 shares; 2025Q1: 6,242 shares; 2025Q2: 6,124 shares; 2025Q3: 5,816 shares; 2025Q4: 6,072 shares 6,072 $3.48M 0.14% +256 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,904 shares; 2024Q4: 10,541 shares; 2025Q1: 10,050 shares; 2025Q2: 10,294 shares; 2025Q3: 10,343 shares; 2025Q4: 10,794 shares 10,794 $3.44M 0.14% +451 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: not reported; 2025Q1: 2,176 shares; 2025Q2: 2,340 shares; 2025Q3: 2,301 shares; 2025Q4: 5,540 shares 5,540 $3.4M 0.14% +3,239 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,567 shares; 2024Q4: 21,411 shares; 2025Q1: 37,559 shares; 2025Q2: 38,031 shares; 2025Q3: 38,438 shares; 2025Q4: 40,578 shares 40,578 $3.26M 0.13% +2,140 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,037 shares; 2024Q4: 23,709 shares; 2025Q1: 22,721 shares; 2025Q2: 22,745 shares; 2025Q3: 22,746 shares; 2025Q4: 33,858 shares 33,858 $3.17M 0.13% +11,112 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 2,405 shares; 2025Q1: 6,770 shares; 2025Q2: 6,777 shares; 2025Q3: 6,743 shares; 2025Q4: 6,805 shares 6,805 $3.17M 0.13% +62 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,504 shares; 2024Q4: 10,319 shares; 2025Q1: 10,987 shares; 2025Q2: 11,007 shares; 2025Q3: 10,554 shares; 2025Q4: 10,297 shares 10,297 $3.15M 0.13% -257 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 2,686 shares; 2025Q1: 4,348 shares; 2025Q2: 4,418 shares; 2025Q3: 4,386 shares; 2025Q4: 4,415 shares 4,415 $3.01M 0.12% +29 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: 4,406 shares; 2025Q1: 4,333 shares; 2025Q2: 4,072 shares; 2025Q3: 4,178 shares; 2025Q4: 4,455 shares 4,455 $2.94M 0.12% +277 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,765 shares; 2024Q4: 13,833 shares; 2025Q1: 18,219 shares; 2025Q2: 18,116 shares; 2025Q3: 18,083 shares; 2025Q4: 17,770 shares 17,770 $2.85M 0.12% -313 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,785 shares; 2024Q4: 50,196 shares; 2025Q1: 50,465 shares; 2025Q2: 48,950 shares; 2025Q3: 49,376 shares; 2025Q4: 47,684 shares 47,684 $2.75M 0.11% -1,692 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,319 shares; 2024Q4: 4,567 shares; 2025Q1: 4,696 shares; 2025Q2: 4,696 shares; 2025Q3: 4,731 shares; 2025Q4: 4,756 shares 4,756 $2.71M 0.11% +25 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,612 shares; 2024Q4: 4,612 shares; 2025Q1: 7,213 shares; 2025Q2: 7,213 shares; 2025Q3: 7,213 shares; 2025Q4: 7,202 shares 7,202 $2.66M 0.11% -11 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,251 shares; 2025Q2: 2,192 shares; 2025Q3: 2,184 shares; 2025Q4: 2,156 shares 2,156 $2.62M 0.11% -28 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,035 shares; 2024Q4: 18,784 shares; 2025Q1: 21,635 shares; 2025Q2: 21,211 shares; 2025Q3: 23,646 shares; 2025Q4: 24,242 shares 24,242 $2.59M 0.11% +596 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,385 shares; 2024Q4: 15,135 shares; 2025Q1: 31,257 shares; 2025Q2: 31,257 shares; 2025Q3: 30,665 shares; 2025Q4: 28,954 shares 28,954 $2.58M 0.11% -1,711 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,676 shares; 2025Q2: 33,676 shares; 2025Q3: 33,766 shares; 2025Q4: 34,212 shares 34,212 $2.58M 0.11% +446 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,561 shares; 2024Q4: 8,419 shares; 2025Q1: 8,691 shares; 2025Q2: 9,151 shares; 2025Q3: 9,091 shares; 2025Q4: 8,372 shares 8,372 $2.58M 0.11% -719 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,289 shares; 2024Q4: 3,134 shares; 2025Q1: 3,134 shares; 2025Q2: 3,095 shares; 2025Q3: 3,095 shares; 2025Q4: 3,142 shares 3,142 $2.58M 0.11% +47 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,651 shares; 2024Q4: 52,670 shares; 2025Q1: 52,305 shares; 2025Q2: 52,310 shares; 2025Q3: 51,924 shares; 2025Q4: 52,039 shares 52,039 $2.55M 0.11% +115 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 2,636 shares; 2025Q1: 4,518 shares; 2025Q2: 4,288 shares; 2025Q3: 4,270 shares; 2025Q4: 4,292 shares 4,292 $2.49M 0.1% +22 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,876 shares; 2024Q4: 8,973 shares; 2025Q1: 11,426 shares; 2025Q2: 11,181 shares; 2025Q3: 10,976 shares; 2025Q4: 10,600 shares 10,600 $2.45M 0.1% -376 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,476 shares; 2024Q4: 36,076 shares; 2025Q1: 36,076 shares; 2025Q2: 36,290 shares; 2025Q3: 36,318 shares; 2025Q4: 36,646 shares 36,646 $2.36M 0.1% +328 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,923 shares; 2024Q4: 10,407 shares; 2025Q1: 10,304 shares; 2025Q2: 10,365 shares; 2025Q3: 10,709 shares; 2025Q4: 10,557 shares 10,557 $2.32M 0.1% -152 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,420 shares; 2024Q4: 22,885 shares; 2025Q1: 21,168 shares; 2025Q2: 21,748 shares; 2025Q3: 21,618 shares; 2025Q4: 34,139 shares 34,139 $2.25M 0.09% +12,521 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,148 shares; 2024Q4: 18,956 shares; 2025Q1: 18,516 shares; 2025Q2: 18,511 shares; 2025Q3: 18,429 shares; 2025Q4: 18,019 shares 18,019 $2.22M 0.09% -410 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,985 shares; 2024Q4: 10,985 shares; 2025Q1: 10,985 shares; 2025Q2: 10,985 shares; 2025Q3: 10,985 shares; 2025Q4: 11,200 shares 11,200 $2.22M 0.09% +215 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,865 shares; 2024Q4: 17,675 shares; 2025Q1: 18,635 shares; 2025Q2: 18,729 shares; 2025Q3: 29,747 shares; 2025Q4: 30,205 shares 30,205 $2.11M 0.09% +458 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,928 shares; 2024Q4: 3,175 shares; 2025Q1: 3,305 shares; 2025Q2: 3,288 shares; 2025Q3: 3,380 shares; 2025Q4: 3,338 shares 3,338 $2.09M 0.09% -42 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 4,297 shares; 2025Q1: 8,606 shares; 2025Q2: 8,663 shares; 2025Q3: 10,443 shares; 2025Q4: 10,673 shares 10,673 $2.04M 0.08% +230 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,672 shares; 2024Q4: 5,337 shares; 2025Q1: 5,060 shares; 2025Q2: 5,114 shares; 2025Q3: 5,255 shares; 2025Q4: 5,295 shares 5,295 $2.03M 0.08% +40 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,747 shares; 2024Q4: 31,716 shares; 2025Q1: 32,187 shares; 2025Q2: 32,319 shares; 2025Q3: 31,835 shares; 2025Q4: 31,869 shares 31,869 $2.01M 0.08% +34 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,079 shares; 2024Q4: 6,868 shares; 2025Q1: 7,480 shares; 2025Q2: 7,101 shares; 2025Q3: 8,931 shares; 2025Q4: 6,078 shares 6,078 $2.01M 0.08% -2,853 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,338 shares; 2024Q4: 5,352 shares; 2025Q1: 4,918 shares; 2025Q2: 4,912 shares; 2025Q3: 5,123 shares; 2025Q4: 4,411 shares 4,411 $1.98M 0.08% -712 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,945 shares; 2024Q4: 16,244 shares; 2025Q1: 34,333 shares; 2025Q2: 38,786 shares; 2025Q3: 49,141 shares; 2025Q4: 48,981 shares 48,981 $1.97M 0.08% -160 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,375 shares; 2024Q4: 60,289 shares; 2025Q1: 59,183 shares; 2025Q2: 55,822 shares; 2025Q3: 56,157 shares; 2025Q4: 48,225 shares 48,225 $1.96M 0.08% -7,932 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 4,140 shares; 2025Q1: 10,619 shares; 2025Q2: 10,619 shares; 2025Q3: 10,534 shares; 2025Q4: 10,534 shares 10,534 $1.93M 0.08% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,902 shares; 2024Q4: 11,902 shares; 2025Q1: 11,472 shares; 2025Q2: 11,472 shares; 2025Q3: 11,472 shares; 2025Q4: 11,789 shares 11,789 $1.92M 0.08% +317 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,140 shares; 2024Q4: 19,828 shares; 2025Q1: 29,618 shares; 2025Q2: 31,178 shares; 2025Q3: 30,742 shares; 2025Q4: 32,002 shares 32,002 $1.86M 0.08% +1,260 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,344 shares; 2025Q1: 2,230 shares; 2025Q2: 2,230 shares; 2025Q3: 2,247 shares; 2025Q4: 19,663 shares 19,663 $1.84M 0.08% +17,416 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,756 shares; 2024Q4: 8,830 shares; 2025Q1: 8,949 shares; 2025Q2: 8,943 shares; 2025Q3: 8,987 shares; 2025Q4: 8,963 shares 8,963 $1.84M 0.08% -24 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,824 shares; 2024Q4: 9,824 shares; 2025Q1: 9,824 shares; 2025Q2: 9,824 shares; 2025Q3: 9,824 shares; 2025Q4: 9,756 shares 9,756 $1.83M 0.08% -68 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,636 shares; 2024Q4: not reported; 2025Q1: 8,629 shares; 2025Q2: 8,622 shares; 2025Q3: 8,648 shares; 2025Q4: 8,750 shares 8,750 $1.83M 0.08% +102 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 4,258 shares; 2025Q1: 7,460 shares; 2025Q2: 7,692 shares; 2025Q3: 7,692 shares; 2025Q4: 7,467 shares 7,467 $1.8M 0.07% -225 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,824 shares; 2024Q4: 19,072 shares; 2025Q1: 21,972 shares; 2025Q2: 26,319 shares; 2025Q3: 27,465 shares; 2025Q4: 35,138 shares 35,138 $1.78M 0.07% +7,673 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 1,069 shares; 2025Q1: 3,246 shares; 2025Q2: 3,290 shares; 2025Q3: 4,095 shares; 2025Q4: 3,589 shares 3,589 $1.75M 0.07% -506 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,273 shares; 2024Q4: 13,439 shares; 2025Q1: 11,650 shares; 2025Q2: 11,761 shares; 2025Q3: 15,109 shares; 2025Q4: 14,999 shares 14,999 $1.74M 0.07% -110 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,099 shares; 2024Q4: 24,119 shares; 2025Q1: 25,596 shares; 2025Q2: 25,892 shares; 2025Q3: 26,445 shares; 2025Q4: 25,035 shares 25,035 $1.74M 0.07% -1,410 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: 1,872 shares; 2025Q1: 2,048 shares; 2025Q2: 2,067 shares; 2025Q3: 2,097 shares; 2025Q4: 1,915 shares 1,915 $1.74M 0.07% -182 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,527 shares; 2024Q4: 7,946 shares; 2025Q1: 8,000 shares; 2025Q2: 7,955 shares; 2025Q3: 8,116 shares; 2025Q4: 8,309 shares 8,309 $1.73M 0.07% +193 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,329 shares; 2024Q4: 15,257 shares; 2025Q1: 15,302 shares; 2025Q2: 15,287 shares; 2025Q3: 15,287 shares; 2025Q4: 14,260 shares 14,260 $1.67M 0.07% -1,027 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 837 shares; 2024Q4: 839 shares; 2025Q1: 1,839 shares; 2025Q2: 1,847 shares; 2025Q3: 1,840 shares; 2025Q4: 6,480 shares 6,480 $1.67M 0.07% +4,640 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,640 shares; 2024Q4: 8,310 shares; 2025Q1: 11,500 shares; 2025Q2: 9,736 shares; 2025Q3: 9,736 shares; 2025Q4: 9,699 shares 9,699 $1.66M 0.07% -37 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,644 shares; 2024Q4: 4,599 shares; 2025Q1: 4,599 shares; 2025Q2: 4,616 shares; 2025Q3: 6,512 shares; 2025Q4: 4,926 shares 4,926 $1.66M 0.07% -1,586 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,383 shares; 2025Q2: 62,377 shares; 2025Q3: 62,433 shares; 2025Q4: 62,433 shares 62,433 $1.66M 0.07% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,616 shares; 2024Q4: 12,182 shares; 2025Q1: 11,655 shares; 2025Q2: 15,995 shares; 2025Q3: 20,408 shares; 2025Q4: 26,189 shares 26,189 $1.64M 0.07% +5,781 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,251 shares; 2024Q4: 54,133 shares; 2025Q1: 58,277 shares; 2025Q2: 58,639 shares; 2025Q3: 59,993 shares; 2025Q4: 59,242 shares 59,242 $1.61M 0.07% -751 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,466 shares; 2024Q4: 6,539 shares; 2025Q1: 6,213 shares; 2025Q2: 6,226 shares; 2025Q3: 6,306 shares; 2025Q4: 6,173 shares 6,173 $1.59M 0.07% -133 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,694 shares; 2024Q4: 71,778 shares; 2025Q1: 79,921 shares; 2025Q2: 83,559 shares; 2025Q3: 85,393 shares; 2025Q4: 63,193 shares 63,193 $1.57M 0.07% -22,200 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,244 shares; 2024Q4: 23,991 shares; 2025Q1: 24,863 shares; 2025Q2: 25,130 shares; 2025Q3: 25,940 shares; 2025Q4: 28,579 shares 28,579 $1.56M 0.06% +2,639 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,339 shares; 2024Q4: 924 shares; 2025Q1: 5,427 shares; 2025Q2: 5,458 shares; 2025Q3: 5,604 shares; 2025Q4: 5,750 shares 5,750 $1.56M 0.06% +146 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,548 shares; 2024Q4: 16,443 shares; 2025Q1: 17,788 shares; 2025Q2: 35,959 shares; 2025Q3: 37,173 shares; 2025Q4: 38,435 shares 38,435 $1.54M 0.06% +1,262 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,185 shares; 2024Q4: 20,885 shares; 2025Q1: not reported; 2025Q2: 18,651 shares; 2025Q3: 18,697 shares; 2025Q4: 16,510 shares 16,510 $1.53M 0.06% -2,187 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,363 shares; 2024Q4: 5,401 shares; 2025Q1: 5,647 shares; 2025Q2: 6,165 shares; 2025Q3: 6,136 shares; 2025Q4: 6,155 shares 6,155 $1.52M 0.06% +19 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,414 shares; 2024Q4: 6,771 shares; 2025Q1: 6,976 shares; 2025Q2: 6,972 shares; 2025Q3: 7,142 shares; 2025Q4: 7,347 shares 7,347 $1.49M 0.06% +205 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,432 shares; 2024Q4: 2,519 shares; 2025Q1: 4,563 shares; 2025Q2: 4,555 shares; 2025Q3: 4,546 shares; 2025Q4: 4,541 shares 4,541 $1.49M 0.06% -5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,565 shares; 2024Q4: 8,892 shares; 2025Q1: 9,480 shares; 2025Q2: 9,645 shares; 2025Q3: 10,072 shares; 2025Q4: 10,367 shares 10,367 $1.42M 0.06% +295 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,077 shares; 2025Q3: 27,786 shares; 2025Q4: 25,010 shares 25,010 $1.41M 0.06% -2,776 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,663 shares; 2024Q4: 3,989 shares; 2025Q1: 3,584 shares; 2025Q2: 3,609 shares; 2025Q3: 3,654 shares; 2025Q4: 3,609 shares 3,609 $1.4M 0.06% -45 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,480 shares; 2025Q1: 1,487 shares; 2025Q2: 1,465 shares; 2025Q3: 1,508 shares; 2025Q4: 4,837 shares 4,837 $1.39M 0.06% +3,329 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,768 shares; 2024Q4: 10,811 shares; 2025Q1: 11,855 shares; 2025Q2: 12,265 shares; 2025Q3: 12,786 shares; 2025Q4: 13,269 shares 13,269 $1.36M 0.06% +483 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,820 shares; 2024Q4: 11,775 shares; 2025Q1: 11,685 shares; 2025Q2: 11,725 shares; 2025Q3: 11,725 shares; 2025Q4: 8,376 shares 8,376 $1.35M 0.06% -3,349 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,563 shares; 2024Q4: 14,414 shares; 2025Q1: 21,108 shares; 2025Q2: 24,013 shares; 2025Q3: 24,890 shares; 2025Q4: 20,999 shares 20,999 $1.34M 0.06% -3,891 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,462 shares; 2024Q4: 4,009 shares; 2025Q1: 4,952 shares; 2025Q2: 5,050 shares; 2025Q3: 5,222 shares; 2025Q4: 4,962 shares 4,962 $1.33M 0.06% -260 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,279 shares; 2024Q4: 61,883 shares; 2025Q1: 61,707 shares; 2025Q2: 62,634 shares; 2025Q3: 62,968 shares; 2025Q4: 53,508 shares 53,508 $1.33M 0.06% -9,460 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,590 shares; 2024Q4: 15,234 shares; 2025Q1: 15,396 shares; 2025Q2: 15,575 shares; 2025Q3: 15,610 shares; 2025Q4: 15,137 shares 15,137 $1.32M 0.05% -473 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,422 shares; 2024Q4: 11,482 shares; 2025Q1: 11,598 shares; 2025Q2: 11,730 shares; 2025Q3: 11,827 shares; 2025Q4: 11,923 shares 11,923 $1.31M 0.05% +96 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,471 shares; 2024Q4: 7,397 shares; 2025Q1: 5,990 shares; 2025Q2: 7,011 shares; 2025Q3: 5,919 shares; 2025Q4: 10,913 shares 10,913 $1.31M 0.05% +4,994 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 1,836 shares; 2025Q1: 1,993 shares; 2025Q2: 2,940 shares; 2025Q3: 2,207 shares; 2025Q4: 1,968 shares 1,968 $1.29M 0.05% -239 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,555 shares; 2025Q1: 1,546 shares; 2025Q2: 1,573 shares; 2025Q3: 1,559 shares; 2025Q4: 10,192 shares 10,192 $1.28M 0.05% +8,633 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,787 shares; 2024Q4: 13,805 shares; 2025Q1: 15,411 shares; 2025Q2: 15,747 shares; 2025Q3: 16,554 shares; 2025Q4: 16,789 shares 16,789 $1.25M 0.05% +235 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,956 shares; 2024Q4: 30,806 shares; 2025Q1: 31,271 shares; 2025Q2: 31,271 shares; 2025Q3: 31,771 shares; 2025Q4: 31,771 shares 31,771 $1.25M 0.05% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,802 shares; 2024Q4: 12,250 shares; 2025Q1: 12,006 shares; 2025Q2: 11,733 shares; 2025Q3: 11,840 shares; 2025Q4: 10,932 shares 10,932 $1.24M 0.05% -908 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,786 shares; 2024Q4: 40,341 shares; 2025Q1: 40,341 shares; 2025Q2: 42,259 shares; 2025Q3: 47,922 shares; 2025Q4: 47,009 shares 47,009 $1.24M 0.05% -913 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,590 shares 3,590 $1.24M 0.05% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,693 shares; 2024Q4: 1,382 shares; 2025Q1: 1,811 shares; 2025Q2: 1,737 shares; 2025Q3: 1,758 shares; 2025Q4: 1,636 shares 1,636 $1.23M 0.05% -122 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,639 shares; 2024Q4: 6,591 shares; 2025Q1: 7,067 shares; 2025Q2: 7,418 shares; 2025Q3: 8,149 shares; 2025Q4: 8,515 shares 8,515 $1.22M 0.05% +366 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,649 shares; 2024Q4: 9,694 shares; 2025Q1: 10,445 shares; 2025Q2: 10,658 shares; 2025Q3: 11,036 shares; 2025Q4: 11,570 shares 11,570 $1.21M 0.05% +534 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,932 shares; 2024Q4: 1,538 shares; 2025Q1: 2,732 shares; 2025Q2: 2,743 shares; 2025Q3: 2,730 shares; 2025Q4: 2,843 shares 2,843 $1.21M 0.05% +113 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,231 shares; 2024Q4: 3,591 shares; 2025Q1: 3,626 shares; 2025Q2: 3,635 shares; 2025Q3: 3,635 shares; 2025Q4: 3,438 shares 3,438 $1.21M 0.05% -197 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 7,096 shares; 2025Q1: 7,082 shares; 2025Q2: 7,082 shares; 2025Q3: 7,082 shares; 2025Q4: 7,400 shares 7,400 $1.2M 0.05% +318 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,507 shares; 2024Q4: 9,206 shares; 2025Q1: 10,361 shares; 2025Q2: 10,748 shares; 2025Q3: 11,080 shares; 2025Q4: 11,718 shares 11,718 $1.2M 0.05% +638 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,757 shares; 2024Q4: 7,439 shares; 2025Q1: 9,423 shares; 2025Q2: 9,308 shares; 2025Q3: 9,292 shares; 2025Q4: 9,058 shares 9,058 $1.2M 0.05% -234 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,594 shares; 2025Q1: 13,253 shares; 2025Q2: 13,614 shares; 2025Q3: 14,463 shares; 2025Q4: 15,508 shares 15,508 $1.2M 0.05% +1,045 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,654 shares; 2024Q4: 33,971 shares; 2025Q1: 36,246 shares; 2025Q2: 36,382 shares; 2025Q3: 36,940 shares; 2025Q4: 24,509 shares 24,509 $1.17M 0.05% -12,431 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,030 shares; 2025Q2: 37,920 shares; 2025Q3: 37,933 shares; 2025Q4: 36,407 shares 36,407 $1.15M 0.05% -1,526 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,960 shares; 2024Q4: 25,779 shares; 2025Q1: 23,058 shares; 2025Q2: 23,383 shares; 2025Q3: 25,320 shares; 2025Q4: 29,110 shares 29,110 $1.15M 0.05% +3,790 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,285 shares; 2025Q4: 26,285 shares 26,285 $1.14M 0.05% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,219 shares; 2024Q4: 29,223 shares; 2025Q1: 28,927 shares; 2025Q2: 28,931 shares; 2025Q3: 31,334 shares; 2025Q4: 31,554 shares 31,554 $1.14M 0.05% +220 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,540 shares; 2024Q4: 10,576 shares; 2025Q1: 10,410 shares; 2025Q2: 10,468 shares; 2025Q3: 10,680 shares; 2025Q4: 10,472 shares 10,472 $1.12M 0.05% -208 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,152 shares; 2024Q4: 9,049 shares; 2025Q1: 10,042 shares; 2025Q2: 10,256 shares; 2025Q3: 6,296 shares; 2025Q4: 6,018 shares 6,018 $1.11M 0.05% -278 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,210 shares; 2024Q4: 27,407 shares; 2025Q1: 32,754 shares; 2025Q2: 34,550 shares; 2025Q3: 35,646 shares; 2025Q4: 30,648 shares 30,648 $1.1M 0.05% -4,998 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,372 shares 13,372 $1.1M 0.05% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: 2,095 shares; 2025Q1: 2,095 shares; 2025Q2: 2,095 shares; 2025Q3: 2,128 shares; 2025Q4: 2,128 shares 2,128 $1.09M 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,850 shares; 2025Q2: 38,086 shares; 2025Q3: 39,250 shares; 2025Q4: 40,802 shares 40,802 $1.06M 0.04% +1,552 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,414 shares; 2024Q4: 15,822 shares; 2025Q1: 13,098 shares; 2025Q2: 13,106 shares; 2025Q3: 13,090 shares; 2025Q4: 13,183 shares 13,183 $1.06M 0.04% +93 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,771 shares; 2024Q4: 11,457 shares; 2025Q1: 11,298 shares; 2025Q2: 11,136 shares; 2025Q3: 11,266 shares; 2025Q4: 11,007 shares 11,007 $1.04M 0.04% -259 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 1,975 shares; 2025Q1: 2,005 shares; 2025Q2: 2,039 shares; 2025Q3: 2,067 shares; 2025Q4: 1,984 shares 1,984 $1.04M 0.04% -83 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,999 shares; 2024Q4: 19,314 shares; 2025Q1: 19,122 shares; 2025Q2: 18,254 shares; 2025Q3: 18,623 shares; 2025Q4: 18,623 shares 18,623 $1.02M 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 3,233 shares; 2025Q1: 3,921 shares; 2025Q2: 4,128 shares; 2025Q3: 4,171 shares; 2025Q4: 4,150 shares 4,150 $1.02M 0.04% -21 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,017 shares; 2024Q4: 2,817 shares; 2025Q1: 2,817 shares; 2025Q2: 2,817 shares; 2025Q3: 2,917 shares; 2025Q4: 2,877 shares 2,877 $1.02M 0.04% -40 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,271 shares; 2025Q1: 1,205 shares; 2025Q2: 3,799 shares; 2025Q3: 3,795 shares; 2025Q4: 3,574 shares 3,574 $990K 0.04% -221 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,651 shares; 2024Q4: 5,925 shares; 2025Q1: 6,051 shares; 2025Q2: 6,113 shares; 2025Q3: 6,224 shares; 2025Q4: 6,030 shares 6,030 $977K 0.04% -194 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,944 shares; 2024Q4: 4,676 shares; 2025Q1: 6,618 shares; 2025Q2: 6,652 shares; 2025Q3: 6,622 shares; 2025Q4: 6,290 shares 6,290 $966K 0.04% -332 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,796 shares; 2024Q4: 2,059 shares; 2025Q1: 4,756 shares; 2025Q2: 4,706 shares; 2025Q3: 4,706 shares; 2025Q4: 4,863 shares 4,863 $949K 0.04% +157 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,806 shares; 2024Q4: 2,806 shares; 2025Q1: 2,806 shares; 2025Q2: 2,806 shares; 2025Q3: 2,806 shares; 2025Q4: 2,806 shares 2,806 $944K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,618 shares; 2025Q1: 3,632 shares; 2025Q2: 3,660 shares; 2025Q3: 3,657 shares; 2025Q4: 3,653 shares 3,653 $942K 0.04% -4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 3,176 shares; 2025Q1: 4,266 shares; 2025Q2: 4,299 shares; 2025Q3: 4,304 shares; 2025Q4: 1,904 shares 1,904 $921K 0.04% -2,400 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,599 shares; 2025Q2: 3,734 shares; 2025Q3: 3,786 shares; 2025Q4: 3,762 shares 3,762 $912K 0.04% -24 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,046 shares; 2024Q4: 17,046 shares; 2025Q1: 17,046 shares; 2025Q2: 17,046 shares; 2025Q3: 17,046 shares; 2025Q4: 17,046 shares 17,046 $910K 0.04% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,610 shares; 2024Q4: 6,010 shares; 2025Q1: 14,292 shares; 2025Q2: 14,292 shares; 2025Q3: 14,292 shares; 2025Q4: 14,292 shares 14,292 $893K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,044 shares; 2024Q4: 3,704 shares; 2025Q1: 3,627 shares; 2025Q2: 3,465 shares; 2025Q3: 3,129 shares; 2025Q4: 3,129 shares 3,129 $893K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 3,058 shares; 2025Q1: 3,058 shares; 2025Q2: 3,058 shares; 2025Q3: 3,055 shares; 2025Q4: 3,090 shares 3,090 $892K 0.04% +35 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,820 shares; 2024Q4: 9,753 shares; 2025Q1: 10,948 shares; 2025Q2: 10,996 shares; 2025Q3: 11,246 shares; 2025Q4: 5,105 shares 5,105 $886K 0.04% -6,141 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,621 shares; 2024Q4: 12,765 shares; 2025Q1: 11,961 shares; 2025Q2: 12,485 shares; 2025Q3: 12,638 shares; 2025Q4: 12,696 shares 12,696 $882K 0.04% +58 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 3,372 shares; 2025Q1: 5,314 shares; 2025Q2: 5,351 shares; 2025Q3: 5,271 shares; 2025Q4: 4,334 shares 4,334 $880K 0.04% -937 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,335 shares; 2025Q4: 5,425 shares 5,425 $864K 0.04% +90 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,101 shares; 2024Q4: 5,101 shares; 2025Q1: 8,077 shares; 2025Q2: 8,053 shares; 2025Q3: 8,053 shares; 2025Q4: 7,437 shares 7,437 $857K 0.04% -616 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 2,525 shares; 2025Q1: 2,489 shares; 2025Q2: 2,196 shares; 2025Q3: 2,187 shares; 2025Q4: 7,479 shares 7,479 $844K 0.03% +5,292 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,448 shares; 2024Q4: 5,448 shares; 2025Q1: 2,448 shares; 2025Q2: 2,452 shares; 2025Q3: 2,448 shares; 2025Q4: 2,442 shares 2,442 $838K 0.03% -6 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,154 shares; 2024Q4: 2,146 shares; 2025Q1: 5,373 shares; 2025Q2: 5,392 shares; 2025Q3: 5,371 shares; 2025Q4: 3,161 shares 3,161 $837K 0.03% -2,210 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,796 shares; 2024Q4: 4,168 shares; 2025Q1: 3,951 shares; 2025Q2: 4,259 shares; 2025Q3: 4,351 shares; 2025Q4: 3,833 shares 3,833 $832K 0.03% -518 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,627 shares; 2024Q4: 6,741 shares; 2025Q1: 6,586 shares; 2025Q2: 6,609 shares; 2025Q3: 6,609 shares; 2025Q4: 6,367 shares 6,367 $822K 0.03% -242 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,100 shares; 2024Q4: 20,600 shares; 2025Q1: 20,600 shares; 2025Q2: 21,004 shares; 2025Q3: 21,004 shares; 2025Q4: 18,500 shares 18,500 $819K 0.03% -2,504 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,711 shares; 2024Q4: 20,433 shares; 2025Q1: 20,057 shares; 2025Q2: 20,229 shares; 2025Q3: 11,692 shares; 2025Q4: 10,148 shares 10,148 $815K 0.03% -1,544 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,380 shares; 2024Q4: 5,379 shares; 2025Q1: 5,358 shares; 2025Q2: 5,364 shares; 2025Q3: 5,370 shares; 2025Q4: 5,375 shares 5,375 $813K 0.03% +5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 2,399 shares; 2025Q1: 2,510 shares; 2025Q2: 2,774 shares; 2025Q3: 2,509 shares; 2025Q4: 2,659 shares 2,659 $808K 0.03% +150 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,508 shares; 2025Q1: 1,582 shares; 2025Q2: 1,582 shares; 2025Q3: 1,681 shares; 2025Q4: 1,710 shares 1,710 $802K 0.03% +29 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,398 shares; 2025Q1: 7,406 shares; 2025Q2: 8,155 shares; 2025Q3: 7,646 shares; 2025Q4: 7,646 shares 7,646 $796K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 674 shares; 2025Q2: 674 shares; 2025Q3: 645 shares; 2025Q4: 890 shares 890 $782K 0.03% +245 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,183 shares; 2024Q4: 20,251 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,248 shares; 2025Q4: 11,541 shares 11,541 $776K 0.03% +8,293 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 740 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 722 shares 722 $773K 0.03% -13 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,550 shares; 2024Q4: 11,163 shares; 2025Q1: 15,457 shares; 2025Q2: 13,917 shares; 2025Q3: 12,924 shares; 2025Q4: 13,006 shares 13,006 $762K 0.03% +82 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,913 shares; 2024Q4: 4,374 shares; 2025Q1: 4,028 shares; 2025Q2: 4,031 shares; 2025Q3: 3,969 shares; 2025Q4: 3,074 shares 3,074 $759K 0.03% -895 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: 2,202 shares; 2025Q1: 2,419 shares; 2025Q2: 2,508 shares; 2025Q3: 2,577 shares; 2025Q4: 5,257 shares 5,257 $757K 0.03% +2,680 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,994 shares; 2024Q4: 11,964 shares; 2025Q1: 11,964 shares; 2025Q2: 11,843 shares; 2025Q3: 11,748 shares; 2025Q4: 7,982 shares 7,982 $734K 0.03% -3,766 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,044 shares; 2024Q4: 9,147 shares; 2025Q1: 9,360 shares; 2025Q2: 9,360 shares; 2025Q3: 9,360 shares; 2025Q4: 9,212 shares 9,212 $727K 0.03% -148 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,454 shares; 2024Q4: 4,118 shares; 2025Q1: 9,541 shares; 2025Q2: 9,541 shares; 2025Q3: 9,264 shares; 2025Q4: 9,137 shares 9,137 $725K 0.03% -127 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,920 shares; 2024Q4: 2,920 shares; 2025Q1: 2,920 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares; 2025Q4: 2,922 shares 2,922 $720K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,418 shares; 2024Q4: 8,383 shares; 2025Q1: 8,383 shares; 2025Q2: 8,383 shares; 2025Q3: 8,383 shares; 2025Q4: 8,383 shares 8,383 $719K 0.03% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,736 shares; 2025Q2: 6,140 shares; 2025Q3: 6,208 shares; 2025Q4: 6,262 shares 6,262 $713K 0.03% +54 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,560 shares; 2024Q4: 7,729 shares; 2025Q1: 7,632 shares; 2025Q2: 7,968 shares; 2025Q3: 7,948 shares; 2025Q4: 7,672 shares 7,672 $712K 0.03% -276 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,216 shares; 2024Q4: 11,176 shares; 2025Q1: 10,771 shares; 2025Q2: 10,809 shares; 2025Q3: 10,996 shares; 2025Q4: 10,751 shares 10,751 $685K 0.03% -245 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: 4,439 shares; 2025Q1: 7,795 shares; 2025Q2: 7,779 shares; 2025Q3: 7,568 shares; 2025Q4: 6,832 shares 6,832 $668K 0.03% -736 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,914 shares; 2024Q4: 14,475 shares; 2025Q1: 13,975 shares; 2025Q2: 13,410 shares; 2025Q3: 13,380 shares; 2025Q4: 13,125 shares 13,125 $656K 0.03% -255 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,727 shares; 2025Q1: 2,623 shares; 2025Q2: 2,495 shares; 2025Q3: 2,495 shares; 2025Q4: 2,262 shares 2,262 $653K 0.03% -233 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,276 shares; 2024Q4: 6,890 shares; 2025Q1: 8,195 shares; 2025Q2: 8,124 shares; 2025Q3: 8,124 shares; 2025Q4: 8,244 shares 8,244 $648K 0.03% +120 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,174 shares; 2024Q4: 55,174 shares; 2025Q1: 55,174 shares; 2025Q2: 55,174 shares; 2025Q3: 55,174 shares; 2025Q4: 55,174 shares 55,174 $644K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,307 shares; 2024Q4: 6,262 shares; 2025Q1: 5,802 shares; 2025Q2: 5,806 shares; 2025Q3: 7,581 shares; 2025Q4: 7,600 shares 7,600 $643K 0.03% +19 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,551 shares; 2024Q4: 11,763 shares; 2025Q1: 16,187 shares; 2025Q2: 16,122 shares; 2025Q3: 16,049 shares; 2025Q4: 15,998 shares 15,998 $643K 0.03% -51 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,372 shares; 2024Q4: 18,210 shares; 2025Q1: 18,250 shares; 2025Q2: 18,250 shares; 2025Q3: 18,293 shares; 2025Q4: 18,332 shares 18,332 $642K 0.03% +39 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,380 shares; 2024Q4: 6,580 shares; 2025Q1: 6,189 shares; 2025Q2: 6,909 shares; 2025Q3: 6,998 shares; 2025Q4: 6,454 shares 6,454 $640K 0.03% -544 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,679 shares; 2024Q4: 21,491 shares; 2025Q1: 17,888 shares; 2025Q2: 17,261 shares; 2025Q3: 15,245 shares; 2025Q4: 16,957 shares 16,957 $626K 0.03% +1,712 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,111 shares; 2025Q2: 7,111 shares; 2025Q3: 7,111 shares; 2025Q4: 7,159 shares 7,159 $624K 0.03% +48 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,593 shares 7,593 $620K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,099 shares; 2024Q4: 7,150 shares; 2025Q1: 7,090 shares; 2025Q2: 7,090 shares; 2025Q3: 7,233 shares; 2025Q4: 6,614 shares 6,614 $616K 0.03% -619 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 2,705 shares; 2025Q1: 2,674 shares; 2025Q2: 2,674 shares; 2025Q3: 2,674 shares; 2025Q4: 6,254 shares 6,254 $606K 0.03% +3,580 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,765 shares; 2025Q1: 1,765 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,944 shares 1,944 $603K 0.02% +179 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,446 shares; 2024Q4: 12,748 shares; 2025Q1: 12,596 shares; 2025Q2: 11,336 shares; 2025Q3: 11,479 shares; 2025Q4: 11,161 shares 11,161 $602K 0.02% -318 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,362 shares; 2025Q2: 15,651 shares; 2025Q3: 15,651 shares; 2025Q4: 17,385 shares 17,385 $599K 0.02% +1,734 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,712 shares; 2024Q4: 4,725 shares; 2025Q1: 4,747 shares; 2025Q2: 4,765 shares; 2025Q3: 4,790 shares; 2025Q4: 4,842 shares 4,842 $586K 0.02% +52 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,916 shares; 2025Q4: 5,102 shares 5,102 $586K 0.02% -814 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: 3,553 shares; 2025Q1: 6,571 shares; 2025Q2: 6,598 shares; 2025Q3: 6,559 shares; 2025Q4: 6,801 shares 6,801 $573K 0.02% +242 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,589 shares; 2024Q4: 3,186 shares; 2025Q1: 5,776 shares; 2025Q2: 5,784 shares; 2025Q3: 5,584 shares; 2025Q4: 5,584 shares 5,584 $572K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,223 shares; 2024Q4: 5,051 shares; 2025Q1: 4,758 shares; 2025Q2: 4,796 shares; 2025Q3: 4,796 shares; 2025Q4: 4,707 shares 4,707 $549K 0.02% -89 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,029 shares; 2025Q3: 5,924 shares; 2025Q4: 5,924 shares 5,924 $544K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,294 shares; 2024Q4: 11,294 shares; 2025Q1: 11,294 shares; 2025Q2: 11,294 shares; 2025Q3: 11,294 shares; 2025Q4: 11,294 shares 11,294 $530K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 3,106 shares; 2025Q1: 3,070 shares; 2025Q2: 3,469 shares; 2025Q3: 3,379 shares; 2025Q4: 2,677 shares 2,677 $520K 0.02% -702 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 2,493 shares; 2025Q1: 2,555 shares; 2025Q2: 2,571 shares; 2025Q3: 2,477 shares; 2025Q4: 2,445 shares 2,445 $519K 0.02% -32 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,480 shares; 2025Q2: 49,452 shares; 2025Q3: 49,452 shares; 2025Q4: 49,452 shares 49,452 $517K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 2,319 shares; 2025Q1: not reported; 2025Q2: 2,195 shares; 2025Q3: 2,192 shares; 2025Q4: 2,394 shares 2,394 $513K 0.02% +202 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,742 shares; 2024Q4: 6,135 shares; 2025Q1: 4,003 shares; 2025Q2: 3,783 shares; 2025Q3: 4,260 shares; 2025Q4: 4,260 shares 4,260 $510K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,792 shares; 2024Q4: 4,492 shares; 2025Q1: 4,492 shares; 2025Q2: 4,492 shares; 2025Q3: 4,371 shares; 2025Q4: 4,271 shares 4,271 $502K 0.02% -100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,387 shares 1,387 $486K 0.02% +62 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,507 shares; 2024Q4: 2,486 shares; 2025Q1: 2,360 shares; 2025Q2: 2,362 shares; 2025Q3: 2,369 shares; 2025Q4: 2,339 shares 2,339 $479K 0.02% -30 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: not reported; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares; 2025Q3: 1,206 shares; 2025Q4: 1,206 shares 1,206 $469K 0.02% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,913 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares 2,900 $468K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,783 shares; 2024Q4: not reported; 2025Q1: 5,700 shares; 2025Q2: 5,735 shares; 2025Q3: 5,680 shares; 2025Q4: 5,872 shares 5,872 $464K 0.02% +192 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,566 shares; 2024Q4: 10,667 shares; 2025Q1: 10,711 shares; 2025Q2: 10,747 shares; 2025Q3: 10,854 shares; 2025Q4: 10,264 shares 10,264 $462K 0.02% -590 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,981 shares; 2024Q4: 5,218 shares; 2025Q1: 5,018 shares; 2025Q2: 5,018 shares; 2025Q3: 4,568 shares; 2025Q4: 4,568 shares 4,568 $456K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,458 shares; 2024Q4: 9,371 shares; 2025Q1: 9,916 shares; 2025Q2: 9,958 shares; 2025Q3: 8,308 shares; 2025Q4: 8,652 shares 8,652 $456K 0.02% +344 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 361 shares; 2025Q1: 773 shares; 2025Q2: 692 shares; 2025Q3: 665 shares; 2025Q4: 2,975 shares 2,975 $456K 0.02% +2,310 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,062 shares; 2024Q4: 3,083 shares; 2025Q1: 3,061 shares; 2025Q2: 3,062 shares; 2025Q3: 2,763 shares; 2025Q4: 2,809 shares 2,809 $450K 0.02% +46 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,300 shares; 2024Q4: 9,300 shares; 2025Q1: 10,100 shares; 2025Q2: 10,400 shares; 2025Q3: 8,800 shares; 2025Q4: 8,800 shares 8,800 $448K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,593 shares; 2024Q4: 8,244 shares; 2025Q1: 7,944 shares; 2025Q2: 7,925 shares; 2025Q3: 7,925 shares; 2025Q4: 8,308 shares 8,308 $447K 0.02% +383 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,479 shares; 2024Q4: 5,479 shares; 2025Q1: 5,479 shares; 2025Q2: 5,452 shares; 2025Q3: 5,452 shares; 2025Q4: 3,717 shares 3,717 $441K 0.02% -1,735 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,991 shares; 2024Q4: 7,168 shares; 2025Q1: 7,179 shares; 2025Q2: 7,190 shares; 2025Q3: 7,200 shares; 2025Q4: 7,211 shares 7,211 $433K 0.02% +11 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 980 shares; 2025Q3: 1,649 shares; 2025Q4: 1,668 shares 1,668 $433K 0.02% +19 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,414 shares; 2024Q4: 1,512 shares; 2025Q1: 1,505 shares; 2025Q2: 1,505 shares; 2025Q3: 1,505 shares; 2025Q4: 1,564 shares 1,564 $430K 0.02% +59 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,286 shares; 2024Q4: 28,756 shares; 2025Q1: 32,792 shares; 2025Q2: 33,315 shares; 2025Q3: 25,927 shares; 2025Q4: 14,316 shares 14,316 $428K 0.02% -11,611 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 3,082 shares; 2025Q1: 5,582 shares; 2025Q2: 5,582 shares; 2025Q3: 5,623 shares; 2025Q4: 5,685 shares 5,685 $419K 0.02% +62 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,275 shares; 2025Q4: 3,209 shares 3,209 $419K 0.02% -66 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 2,524 shares; 2025Q1: 4,738 shares; 2025Q2: 4,738 shares; 2025Q3: 4,738 shares; 2025Q4: 4,738 shares 4,738 $418K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,948 shares; 2024Q4: 2,927 shares; 2025Q1: 2,210 shares; 2025Q2: 2,212 shares; 2025Q3: 2,178 shares; 2025Q4: 1,511 shares 1,511 $413K 0.02% -667 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,765 shares; 2024Q4: 8,955 shares; 2025Q1: 3,267 shares; 2025Q2: 3,305 shares; 2025Q3: 3,576 shares; 2025Q4: 3,617 shares 3,617 $406K 0.02% +41 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,334 shares; 2025Q2: 1,920 shares; 2025Q3: 2,033 shares; 2025Q4: 1,906 shares 1,906 $404K 0.02% -127 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,140 shares; 2024Q4: 9,161 shares; 2025Q1: 9,477 shares; 2025Q2: 9,500 shares; 2025Q3: 9,432 shares; 2025Q4: 8,953 shares 8,953 $401K 0.02% -479 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: 5,507 shares; 2025Q1: 5,509 shares; 2025Q2: 5,513 shares; 2025Q3: 5,515 shares; 2025Q4: 5,580 shares 5,580 $400K 0.02% +65 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,831 shares; 2024Q4: 3,841 shares; 2025Q1: 2,814 shares; 2025Q2: 2,691 shares; 2025Q3: 2,596 shares; 2025Q4: 2,146 shares 2,146 $395K 0.02% -450 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 602 shares; 2025Q2: 508 shares; 2025Q3: 474 shares; 2025Q4: 487 shares 487 $394K 0.02% +13 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,577 shares; 2024Q4: 8,577 shares; 2025Q1: 8,577 shares; 2025Q2: 8,577 shares; 2025Q3: 8,577 shares; 2025Q4: 8,577 shares 8,577 $393K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,335 shares; 2024Q4: 5,464 shares; 2025Q1: 5,077 shares; 2025Q2: 4,491 shares; 2025Q3: 3,657 shares; 2025Q4: 3,176 shares 3,176 $390K 0.02% -481 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,016 shares; 2024Q4: 2,143 shares; 2025Q1: 2,136 shares; 2025Q2: 2,086 shares; 2025Q3: 2,086 shares; 2025Q4: 2,158 shares 2,158 $385K 0.02% +72 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,468 shares; 2024Q4: 9,409 shares; 2025Q1: 9,409 shares; 2025Q2: 9,268 shares; 2025Q3: 9,220 shares; 2025Q4: 7,902 shares 7,902 $378K 0.02% -1,318 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,039 shares; 2025Q1: 1,039 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 948 shares 948 $373K 0.02% -75 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,202 shares; 2025Q1: 2,832 shares; 2025Q2: 2,841 shares; 2025Q3: 2,828 shares; 2025Q4: 1,842 shares 1,842 $368K 0.02% -986 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 2,368 shares; 2025Q1: 2,371 shares; 2025Q2: 2,372 shares; 2025Q3: 2,372 shares; 2025Q4: 2,372 shares 2,372 $366K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793 shares; 2024Q4: 1,752 shares; 2025Q1: 1,602 shares; 2025Q2: 1,568 shares; 2025Q3: 1,568 shares; 2025Q4: 1,602 shares 1,602 $364K 0.02% +34 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,922 shares; 2024Q4: 8,395 shares; 2025Q1: 8,670 shares; 2025Q2: 8,610 shares; 2025Q3: 8,610 shares; 2025Q4: 8,333 shares 8,333 $363K 0.02% -277 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,088 shares; 2024Q4: 10,279 shares; 2025Q1: 9,887 shares; 2025Q2: 9,887 shares; 2025Q3: 9,887 shares; 2025Q4: 10,199 shares 10,199 $360K 0.01% +312 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,647 shares; 2025Q1: 4,646 shares; 2025Q2: 5,331 shares; 2025Q3: 4,645 shares; 2025Q4: 4,480 shares 4,480 $359K 0.01% -165 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,536 shares; 2024Q4: 60,490 shares; 2025Q1: 44,335 shares; 2025Q2: 46,540 shares; 2025Q3: 47,417 shares; 2025Q4: 9,744 shares 9,744 $357K 0.01% -37,673 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,762 shares; 2024Q4: 9,052 shares; 2025Q1: 9,048 shares; 2025Q2: 9,052 shares; 2025Q3: 8,374 shares; 2025Q4: 7,587 shares 7,587 $353K 0.01% -787 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 1,543 shares; 2025Q1: 1,541 shares; 2025Q2: 1,541 shares; 2025Q3: 1,538 shares; 2025Q4: 1,647 shares 1,647 $352K 0.01% +109 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 2,675 shares; 2025Q1: 2,821 shares; 2025Q2: 3,011 shares; 2025Q3: 3,591 shares; 2025Q4: 3,666 shares 3,666 $349K 0.01% +75 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 4,458 shares; 2025Q1: 4,458 shares; 2025Q2: 2,023 shares; 2025Q3: 2,069 shares; 2025Q4: 2,163 shares 2,163 $347K 0.01% +94 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,101 shares 1,101 $347K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,215 shares; 2025Q4: 1,892 shares 1,892 $344K 0.01% -323 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,494 shares; 2024Q4: 2,494 shares; 2025Q1: 2,494 shares; 2025Q2: 2,898 shares; 2025Q3: 2,494 shares; 2025Q4: 2,508 shares 2,508 $343K 0.01% +14 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,730 shares; 2025Q1: not reported; 2025Q2: 2,258 shares; 2025Q3: 2,251 shares; 2025Q4: 1,983 shares 1,983 $339K 0.01% -268 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,113 shares; 2024Q4: 6,672 shares; 2025Q1: 5,092 shares; 2025Q2: 6,018 shares; 2025Q3: 6,055 shares; 2025Q4: 6,295 shares 6,295 $338K 0.01% +240 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,048 shares; 2024Q4: 32,890 shares; 2025Q1: 25,340 shares; 2025Q2: 21,626 shares; 2025Q3: 21,583 shares; 2025Q4: 19,271 shares 19,271 $334K 0.01% -2,312 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,376 shares; 2024Q4: 12,876 shares; 2025Q1: 12,061 shares; 2025Q2: 12,061 shares; 2025Q3: 11,919 shares; 2025Q4: 11,919 shares 11,919 $328K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,478 shares; 2024Q4: 2,478 shares; 2025Q1: 2,478 shares; 2025Q2: 2,478 shares; 2025Q3: 2,478 shares; 2025Q4: 2,478 shares 2,478 $326K 0.01% 0 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,158 shares 4,158 $325K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 2,904 shares; 2025Q1: 2,121 shares; 2025Q2: 1,521 shares; 2025Q3: 1,871 shares; 2025Q4: 1,404 shares 1,404 $321K 0.01% -467 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 2,815 shares; 2025Q1: 2,816 shares; 2025Q2: 2,818 shares; 2025Q3: 2,820 shares; 2025Q4: 2,821 shares 2,821 $321K 0.01% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 621 shares; 2025Q3: 576 shares; 2025Q4: 558 shares 558 $316K 0.01% -18 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 1,038 shares; 2025Q1: 19,792 shares; 2025Q2: 1,038 shares; 2025Q3: 1,038 shares; 2025Q4: 1,087 shares 1,087 $315K 0.01% +49 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,985 shares; 2024Q4: 4,985 shares; 2025Q1: 4,985 shares; 2025Q2: 4,985 shares; 2025Q3: 4,985 shares; 2025Q4: 4,985 shares 4,985 $311K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 1,323 shares; 2025Q1: 1,803 shares; 2025Q2: 1,695 shares; 2025Q3: 1,654 shares; 2025Q4: 1,681 shares 1,681 $310K 0.01% +27 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,922 shares; 2024Q4: 5,165 shares; 2025Q1: 3,851 shares; 2025Q2: 3,876 shares; 2025Q3: 3,716 shares; 2025Q4: 3,611 shares 3,611 $308K 0.01% -105 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,277 shares 2,277 $308K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,949 shares; 2024Q4: 6,203 shares; 2025Q1: 6,146 shares; 2025Q2: 6,146 shares; 2025Q3: 6,145 shares; 2025Q4: 6,065 shares 6,065 $308K 0.01% -80 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 1,422 shares; 2025Q1: 1,422 shares; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares; 2025Q4: 1,428 shares 1,428 $303K 0.01% +6 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 2,486 shares; 2025Q1: 2,489 shares; 2025Q2: 2,489 shares; 2025Q3: 2,489 shares; 2025Q4: 2,024 shares 2,024 $301K 0.01% -465 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,769 shares; 2024Q4: 2,928 shares; 2025Q1: 2,832 shares; 2025Q2: 2,892 shares; 2025Q3: 2,332 shares; 2025Q4: 2,332 shares 2,332 $301K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,937 shares; 2024Q4: 9,859 shares; 2025Q1: 5,744 shares; 2025Q2: 5,579 shares; 2025Q3: 5,406 shares; 2025Q4: 4,480 shares 4,480 $300K 0.01% -926 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,392 shares; 2024Q4: 4,399 shares; 2025Q1: 4,392 shares; 2025Q2: 4,364 shares; 2025Q3: 4,364 shares; 2025Q4: 2,964 shares 2,964 $294K 0.01% -1,400 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,320 shares; 2025Q1: not reported; 2025Q2: 2,320 shares; 2025Q3: 2,320 shares; 2025Q4: 2,320 shares 2,320 $291K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,154 shares; 2024Q4: 6,154 shares; 2025Q1: 6,079 shares; 2025Q2: 6,079 shares; 2025Q3: 6,079 shares; 2025Q4: 6,191 shares 6,191 $289K 0.01% +112 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 965 shares 965 $286K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,206 shares; 2025Q3: 2,072 shares; 2025Q4: 2,170 shares 2,170 $284K 0.01% +98 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,132 shares; 2024Q4: 11,471 shares; 2025Q1: 15,897 shares; 2025Q2: 14,668 shares; 2025Q3: 14,413 shares; 2025Q4: 12,007 shares 12,007 $281K 0.01% -2,406 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,647 shares; 2025Q2: 1,647 shares; 2025Q3: 1,647 shares; 2025Q4: 1,666 shares 1,666 $279K 0.01% +19 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,947 shares; 2024Q4: 5,732 shares; 2025Q1: 5,740 shares; 2025Q2: 5,750 shares; 2025Q3: 5,760 shares; 2025Q4: 5,769 shares 5,769 $275K 0.01% +9 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,836 shares; 2025Q2: 3,890 shares; 2025Q3: 3,529 shares; 2025Q4: 3,529 shares 3,529 $274K 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 1,064 shares; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: 1,130 shares; 2025Q4: 2,260 shares 2,260 $270K 0.01% +1,130 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,443 shares; 2025Q3: 1,350 shares; 2025Q4: 1,509 shares 1,509 $268K 0.01% +159 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,615 shares; 2025Q3: 6,643 shares; 2025Q4: 6,801 shares 6,801 $260K 0.01% +158 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 1,069 shares; 2025Q1: 1,033 shares; 2025Q2: 1,041 shares; 2025Q3: 1,038 shares; 2025Q4: 1,163 shares 1,163 $260K 0.01% +125 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,901 shares; 2024Q4: 1,684 shares; 2025Q1: 1,558 shares; 2025Q2: 1,870 shares; 2025Q3: 1,533 shares; 2025Q4: 1,302 shares 1,302 $259K 0.01% -231 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 453 shares 453 $258K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,867 shares; 2025Q4: 3,867 shares 3,867 $257K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,636 shares; 2024Q4: 4,626 shares; 2025Q1: 4,591 shares; 2025Q2: 4,591 shares; 2025Q3: 4,603 shares; 2025Q4: 4,364 shares 4,364 $255K 0.01% -239 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,550 shares; 2025Q1: not reported; 2025Q2: 5,635 shares; 2025Q3: 5,635 shares; 2025Q4: 5,635 shares 5,635 $248K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 524 shares; 2025Q4: 545 shares 545 $247K 0.01% +21 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 834 shares; 2025Q4: 817 shares 817 $247K 0.01% -17 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,580 shares 5,580 $244K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 258 shares; 2025Q4: 222 shares 222 $238K 0.01% -36 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,961 shares; 2024Q4: 19,517 shares; 2025Q1: 18,988 shares; 2025Q2: 19,312 shares; 2025Q3: 19,346 shares; 2025Q4: 15,343 shares 15,343 $235K 0.01% -4,003 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,070 shares; 2025Q3: 791 shares; 2025Q4: 801 shares 801 $232K 0.01% +10 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 264 shares 264 $232K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,141 shares; 2025Q4: 3,141 shares 3,141 $231K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,805 shares; 2025Q2: not reported; 2025Q3: 2,805 shares; 2025Q4: 3,120 shares 3,120 $230K 0.01% +315 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,799 shares; 2024Q4: 9,412 shares; 2025Q1: 9,963 shares; 2025Q2: 8,076 shares; 2025Q3: 8,088 shares; 2025Q4: 6,600 shares 6,600 $229K 0.01% -1,488 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 377 shares; 2025Q1: not reported; 2025Q2: 489 shares; 2025Q3: 377 shares; 2025Q4: 377 shares 377 $227K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,579 shares; 2025Q4: 2,767 shares 2,767 $223K 0.01% +188 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 1,569 shares; 2025Q1: not reported; 2025Q2: 1,569 shares; 2025Q3: 1,569 shares; 2025Q4: 1,569 shares 1,569 $221K 0.01% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,935 shares 12,935 $221K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,673 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,714 shares; 2025Q4: 2,582 shares 2,582 $220K 0.01% -132 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 651 shares 651 $220K 0.01% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares 2,280 $219K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,173 shares; 2024Q4: 5,391 shares; 2025Q1: 5,261 shares; 2025Q2: 5,325 shares; 2025Q3: 5,331 shares; 2025Q4: 5,864 shares 5,864 $217K 0.01% +533 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,755 shares; 2025Q4: 1,773 shares 1,773 $215K 0.01% +18 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,072 shares; 2025Q3: 1,022 shares; 2025Q4: 987 shares 987 $214K 0.01% -35 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,612 shares; 2025Q1: not reported; 2025Q2: 1,559 shares; 2025Q3: 1,480 shares; 2025Q4: 1,490 shares 1,490 $210K 0.01% +10 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,584 shares; 2025Q1: not reported; 2025Q2: 1,560 shares; 2025Q3: not reported; 2025Q4: 1,538 shares 1,538 $209K 0.01% new Timeline CGVV CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,595 shares 7,595 $204K 0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,723 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,322 shares; 2025Q4: 2,323 shares 2,323 $203K 0.01% -999 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,136 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,983 shares 3,983 $202K 0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,838 shares; 2024Q4: 3,698 shares; 2025Q1: 3,698 shares; 2025Q2: 3,241 shares; 2025Q3: 3,166 shares; 2025Q4: 2,733 shares 2,733 $201K 0.01% -433 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,203 shares; 2025Q4: 1,126 shares 1,126 $200K 0.01% -77 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,063 shares; 2025Q4: 11,063 shares 11,063 $187K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,712 shares; 2025Q3: 33,693 shares; 2025Q4: 32,448 shares 32,448 $84.7K <0.01% -1,245 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares 12,500 $79.5K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,387 shares; 2024Q4: 13,387 shares; 2025Q1: 13,387 shares; 2025Q2: 13,387 shares; 2025Q3: 13,387 shares; 2025Q4: 13,387 shares 13,387 $61.7K <0.01% 0 Timeline