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: restricted; 2024Q4: 1,682,241 shares; 2025Q1: 1,774,441 shares; 2025Q2: 1,911,629 shares; 2025Q3: 2,165,049 shares; 2025Q4: 2,336,234 shares 2,336,234 $209M 9.09% +171,185 Timeline SPYV 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: restricted; 2024Q4: not reported; 2025Q1: 2,738,188 shares; 2025Q2: 3,051,332 shares; 2025Q3: 3,453,849 shares; 2025Q4: 3,654,368 shares 3,654,368 $208M 9.03% +200,519 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: restricted; 2024Q4: 4,210,466 shares; 2025Q1: 1,571,909 shares; 2025Q2: 1,723,602 shares; 2025Q3: 1,875,061 shares; 2025Q4: 1,942,123 shares 1,942,123 $207M 9.01% +67,062 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: restricted; 2024Q4: 1,600,480 shares; 2025Q1: 1,100,109 shares; 2025Q2: 1,060,764 shares; 2025Q3: 1,044,762 shares; 2025Q4: 1,023,787 shares 1,023,787 $203M 8.84% -20,975 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: restricted; 2024Q4: 2,046,502 shares; 2025Q1: 2,240,575 shares; 2025Q2: 2,135,947 shares; 2025Q3: 1,885,632 shares; 2025Q4: 1,840,661 shares 1,840,661 $121M 5.28% -44,971 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: restricted; 2024Q4: 1,110,239 shares; 2025Q1: 1,084,379 shares; 2025Q2: 1,097,155 shares; 2025Q3: 1,126,049 shares; 2025Q4: 1,180,706 shares 1,180,706 $73.8M 3.21% +54,657 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: restricted; 2024Q4: 1,010,875 shares; 2025Q1: 992,066 shares; 2025Q2: 815,056 shares; 2025Q3: 604,937 shares; 2025Q4: 543,693 shares 543,693 $65.3M 2.84% -61,244 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: restricted; 2024Q4: not reported; 2025Q1: 203,799 shares; 2025Q2: 228,910 shares; 2025Q3: 218,249 shares; 2025Q4: 212,194 shares 212,194 $61.6M 2.68% -6,055 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: restricted; 2024Q4: not reported; 2025Q1: 118,122 shares; 2025Q2: 123,754 shares; 2025Q3: 123,646 shares; 2025Q4: 123,276 shares 123,276 $60.1M 2.61% -370 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: restricted; 2024Q4: 601,550 shares; 2025Q1: 581,965 shares; 2025Q2: 750,592 shares; 2025Q3: 712,574 shares; 2025Q4: 751,866 shares 751,866 $50.5M 2.2% +39,292 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: restricted; 2024Q4: 423,817 shares; 2025Q1: 395,037 shares; 2025Q2: 389,297 shares; 2025Q3: 388,817 shares; 2025Q4: 385,195 shares 385,195 $47.5M 2.06% -3,622 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: restricted; 2024Q4: 196,248 shares; 2025Q1: 196,589 shares; 2025Q2: 194,291 shares; 2025Q3: 193,735 shares; 2025Q4: 190,049 shares 190,049 $41.8M 1.82% -3,686 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: restricted; 2024Q4: not reported; 2025Q1: 78,043 shares; 2025Q2: 75,286 shares; 2025Q3: 72,762 shares; 2025Q4: 116,771 shares 116,771 $39.1M 1.7% +44,009 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: restricted; 2024Q4: not reported; 2025Q1: 146,304 shares; 2025Q2: 173,278 shares; 2025Q3: 155,955 shares; 2025Q4: 149,803 shares 149,803 $38.6M 1.68% -6,152 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: restricted; 2024Q4: 59,356 shares; 2025Q1: 59,581 shares; 2025Q2: 58,364 shares; 2025Q3: 58,408 shares; 2025Q4: 57,844 shares 57,844 $35.5M 1.54% -564 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: restricted; 2024Q4: 538,479 shares; 2025Q1: 509,817 shares; 2025Q2: 465,038 shares; 2025Q3: 452,058 shares; 2025Q4: 450,381 shares 450,381 $34M 1.48% -1,677 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: restricted; 2024Q4: 112,439 shares; 2025Q1: 112,412 shares; 2025Q2: 120,446 shares; 2025Q3: 119,187 shares; 2025Q4: 115,607 shares 115,607 $31.4M 1.37% -3,580 Timeline IBTG 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: restricted; 2024Q4: 89,764 shares; 2025Q1: 408,173 shares; 2025Q2: 835,276 shares; 2025Q3: 1,039,566 shares; 2025Q4: 1,327,463 shares 1,327,463 $30.4M 1.32% +287,897 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: restricted; 2024Q4: 209,831 shares; 2025Q1: 213,098 shares; 2025Q2: 213,472 shares; 2025Q3: 208,490 shares; 2025Q4: 160,360 shares 160,360 $29.4M 1.28% -48,130 Timeline VOOG 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: restricted; 2024Q4: not reported; 2025Q1: 65,759 shares; 2025Q2: 65,581 shares; 2025Q3: 62,728 shares; 2025Q4: 61,651 shares 61,651 $27.4M 1.19% -1,077 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: restricted; 2024Q4: 38,129 shares; 2025Q1: 37,667 shares; 2025Q2: 38,004 shares; 2025Q3: 39,123 shares; 2025Q4: 39,004 shares 39,004 $26.6M 1.16% -119 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: restricted; 2024Q4: 49,920 shares; 2025Q1: 49,165 shares; 2025Q2: 48,627 shares; 2025Q3: 50,785 shares; 2025Q4: 50,905 shares 50,905 $24.6M 1.07% +120 Timeline ICF 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: restricted; 2024Q4: 450,373 shares; 2025Q1: 480,915 shares; 2025Q2: 477,270 shares; 2025Q3: 407,069 shares; 2025Q4: 395,743 shares 395,743 $23.6M 1.03% -11,326 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 327,744 shares; 2025Q1: 276,289 shares; 2025Q2: 271,221 shares; 2025Q3: 271,221 shares; 2025Q4: 268,910 shares 268,910 $22.8M 0.99% -2,311 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 434,975 shares; 2025Q2: 423,898 shares; 2025Q3: 396,868 shares; 2025Q4: 394,875 shares 394,875 $18.6M 0.81% -1,993 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: restricted; 2024Q4: 99,790 shares; 2025Q1: 96,927 shares; 2025Q2: 97,054 shares; 2025Q3: 98,395 shares; 2025Q4: 90,075 shares 90,075 $16.8M 0.73% -8,320 Timeline IWP 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: restricted; 2024Q4: 102,238 shares; 2025Q1: 102,242 shares; 2025Q2: 100,797 shares; 2025Q3: 100,791 shares; 2025Q4: 100,791 shares 100,791 $13.8M 0.6% 0 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: restricted; 2024Q4: not reported; 2025Q1: 20,189 shares; 2025Q2: 22,812 shares; 2025Q3: 22,011 shares; 2025Q4: 21,544 shares 21,544 $13.5M 0.59% -467 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: restricted; 2024Q4: 28,884 shares; 2025Q1: 28,636 shares; 2025Q2: 28,604 shares; 2025Q3: 29,870 shares; 2025Q4: 28,520 shares 28,520 $13.5M 0.59% -1,350 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: restricted; 2024Q4: 66,650 shares; 2025Q1: not reported; 2025Q2: 31,733 shares; 2025Q3: 39,164 shares; 2025Q4: 39,881 shares 39,881 $12.5M 0.54% +717 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: restricted; 2024Q4: 53,787 shares; 2025Q1: 58,288 shares; 2025Q2: 72,167 shares; 2025Q3: 92,546 shares; 2025Q4: 108,122 shares 108,122 $11.6M 0.5% +15,576 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: restricted; 2024Q4: 17,721 shares; 2025Q1: 17,522 shares; 2025Q2: 17,282 shares; 2025Q3: 17,258 shares; 2025Q4: 16,713 shares 16,713 $11.4M 0.5% -545 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: restricted; 2024Q4: not reported; 2025Q1: 66,978 shares; 2025Q2: 36,598 shares; 2025Q3: 35,997 shares; 2025Q4: 35,327 shares 35,327 $11.1M 0.48% -670 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 773,562 shares; 2025Q1: 39,452 shares; 2025Q2: 39,020 shares; 2025Q3: 38,407 shares; 2025Q4: 38,447 shares 38,447 $10.7M 0.47% +40 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: restricted; 2024Q4: not reported; 2025Q1: 50,828 shares; 2025Q2: 55,362 shares; 2025Q3: 53,092 shares; 2025Q4: 51,786 shares 51,786 $9.89M 0.43% -1,306 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: restricted; 2024Q4: 22,977 shares; 2025Q1: 23,719 shares; 2025Q2: 23,671 shares; 2025Q3: 27,912 shares; 2025Q4: 28,948 shares 28,948 $9.33M 0.41% +1,036 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: restricted; 2024Q4: not reported; 2025Q1: 31,082 shares; 2025Q2: 30,738 shares; 2025Q3: 47,176 shares; 2025Q4: 48,536 shares 48,536 $9.3M 0.4% +1,360 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: restricted; 2024Q4: 16,514 shares; 2025Q1: 16,320 shares; 2025Q2: 16,269 shares; 2025Q3: 19,626 shares; 2025Q4: 18,134 shares 18,134 $9.12M 0.4% -1,492 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100,892 shares; 2025Q1: 104,937 shares; 2025Q2: 105,038 shares; 2025Q3: 104,273 shares; 2025Q4: 103,524 shares 103,524 $9.04M 0.39% -749 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: restricted; 2024Q4: 31,233 shares; 2025Q1: 33,697 shares; 2025Q2: 32,295 shares; 2025Q3: 36,491 shares; 2025Q4: 37,793 shares 37,793 $8.72M 0.38% +1,302 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,213 shares; 2025Q1: 14,213 shares; 2025Q2: 14,204 shares; 2025Q3: 14,204 shares; 2025Q4: 16,810 shares 16,810 $8.59M 0.37% +2,606 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: restricted; 2024Q4: 113,162 shares; 2025Q1: 46,772 shares; 2025Q2: 45,466 shares; 2025Q3: 41,122 shares; 2025Q4: 41,093 shares 41,093 $8.42M 0.37% -29 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 112,085 shares; 2025Q2: 108,257 shares; 2025Q3: 97,606 shares; 2025Q4: 93,589 shares 93,589 $8.28M 0.36% -4,017 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: restricted; 2024Q4: 107,775 shares; 2025Q1: 107,474 shares; 2025Q2: 106,226 shares; 2025Q3: 101,109 shares; 2025Q4: 101,100 shares 101,100 $7.02M 0.31% -9 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: restricted; 2024Q4: 26,397 shares; 2025Q1: 26,060 shares; 2025Q2: 25,842 shares; 2025Q3: 25,488 shares; 2025Q4: 20,158 shares 20,158 $6.98M 0.3% -5,330 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: restricted; 2024Q4: 16,628 shares; 2025Q1: 16,301 shares; 2025Q2: 16,154 shares; 2025Q3: 19,461 shares; 2025Q4: 19,427 shares 19,427 $6.81M 0.3% -34 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: restricted; 2024Q4: 8,011 shares; 2025Q1: 8,166 shares; 2025Q2: 8,091 shares; 2025Q3: 7,890 shares; 2025Q4: 7,783 shares 7,783 $6.71M 0.29% -107 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: restricted; 2024Q4: 64,505 shares; 2025Q1: 63,573 shares; 2025Q2: 61,899 shares; 2025Q3: 70,630 shares; 2025Q4: 62,388 shares 62,388 $5.99M 0.26% -8,242 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115,667 shares; 2025Q1: 120,730 shares; 2025Q2: 122,174 shares; 2025Q3: 124,360 shares; 2025Q4: 112,105 shares 112,105 $5.92M 0.26% -12,255 Timeline BOND 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: restricted; 2024Q4: 72,985 shares; 2025Q1: 76,041 shares; 2025Q2: 67,265 shares; 2025Q3: 61,049 shares; 2025Q4: 61,067 shares 61,067 $5.68M 0.25% +18 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 64,178 shares; 2025Q2: 60,581 shares; 2025Q3: 57,663 shares; 2025Q4: 57,366 shares 57,366 $5.5M 0.24% -297 Timeline REGL 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: restricted; 2024Q4: not reported; 2025Q1: 78,030 shares; 2025Q2: 76,434 shares; 2025Q3: 75,015 shares; 2025Q4: 64,075 shares 64,075 $5.4M 0.23% -10,940 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: restricted; 2024Q4: not reported; 2025Q1: 438 shares; 2025Q2: 591 shares; 2025Q3: 4,628 shares; 2025Q4: 7,000 shares 7,000 $5.28M 0.23% +2,372 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128,576 shares; 2025Q1: 58,245 shares; 2025Q2: 58,245 shares; 2025Q3: 58,245 shares; 2025Q4: 58,224 shares 58,224 $4.98M 0.22% -21 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: restricted; 2024Q4: 13,703 shares; 2025Q1: 13,320 shares; 2025Q2: 13,271 shares; 2025Q3: 14,498 shares; 2025Q4: 14,467 shares 14,467 $4.98M 0.22% -31 Timeline HEZU 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: restricted; 2024Q4: 221,922 shares; 2025Q1: 174,948 shares; 2025Q2: 130,425 shares; 2025Q3: 112,164 shares; 2025Q4: 111,040 shares 111,040 $4.86M 0.21% -1,124 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: restricted; 2024Q4: 29,810 shares; 2025Q1: 26,157 shares; 2025Q2: 20,755 shares; 2025Q3: 19,693 shares; 2025Q4: 19,202 shares 19,202 $4.73M 0.21% -491 Timeline IBTH 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,845 shares; 2025Q3: 10,073 shares; 2025Q4: 210,168 shares 210,168 $4.72M 0.21% +200,095 Timeline GVI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,309 shares 43,309 $4.65M 0.2% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 99,057 shares; 2025Q2: 83,944 shares; 2025Q3: 62,971 shares; 2025Q4: 57,329 shares 57,329 $4.57M 0.2% -5,642 Timeline IOO 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: restricted; 2024Q4: 70,729 shares; 2025Q1: 34,666 shares; 2025Q2: 34,538 shares; 2025Q3: 34,228 shares; 2025Q4: 34,172 shares 34,172 $4.33M 0.19% -56 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: restricted; 2024Q4: 12,107 shares; 2025Q1: 13,090 shares; 2025Q2: 13,092 shares; 2025Q3: 12,983 shares; 2025Q4: 14,593 shares 14,593 $4.32M 0.19% +1,610 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: restricted; 2024Q4: 2,438 shares; 2025Q1: 2,441 shares; 2025Q2: 2,442 shares; 2025Q3: 3,700 shares; 2025Q4: 3,963 shares 3,963 $4.26M 0.19% +263 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: restricted; 2024Q4: 4,065 shares; 2025Q1: 4,188 shares; 2025Q2: 4,105 shares; 2025Q3: 5,676 shares; 2025Q4: 6,449 shares 6,449 $4.26M 0.19% +773 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 239,289 shares; 2025Q1: 93,053 shares; 2025Q2: 75,414 shares; 2025Q3: 61,887 shares; 2025Q4: 52,802 shares 52,802 $4.16M 0.18% -9,085 Timeline SHY 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,467 shares 44,467 $3.68M 0.16% new Timeline IWS 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: restricted; 2024Q4: 27,609 shares; 2025Q1: 27,609 shares; 2025Q2: 27,609 shares; 2025Q3: 27,609 shares; 2025Q4: 25,902 shares 25,902 $3.65M 0.16% -1,707 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: restricted; 2024Q4: 18,788 shares; 2025Q1: 18,232 shares; 2025Q2: 18,232 shares; 2025Q3: 18,232 shares; 2025Q4: 18,232 shares 18,232 $3.64M 0.16% 0 Timeline HDV 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: restricted; 2024Q4: 30,029 shares; 2025Q1: 29,807 shares; 2025Q2: 29,884 shares; 2025Q3: 29,780 shares; 2025Q4: 29,703 shares 29,703 $3.61M 0.16% -77 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: restricted; 2024Q4: 16,520 shares; 2025Q1: 16,012 shares; 2025Q2: 15,424 shares; 2025Q3: 15,711 shares; 2025Q4: 16,186 shares 16,186 $3.35M 0.15% +475 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: restricted; 2024Q4: not reported; 2025Q1: 10,492 shares; 2025Q2: 10,773 shares; 2025Q3: 10,683 shares; 2025Q4: 10,683 shares 10,683 $3.23M 0.14% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 54,743 shares; 2025Q2: 58,477 shares; 2025Q3: 58,393 shares; 2025Q4: 58,397 shares 58,397 $3.14M 0.14% +4 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: restricted; 2024Q4: 16,992 shares; 2025Q1: 16,914 shares; 2025Q2: 16,857 shares; 2025Q3: 16,721 shares; 2025Q4: 16,649 shares 16,649 $3.13M 0.14% -72 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,026 shares; 2025Q1: 16,026 shares; 2025Q2: 16,007 shares; 2025Q3: 16,007 shares; 2025Q4: 16,007 shares 16,007 $3.1M 0.13% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 38,970 shares; 2025Q2: 36,336 shares; 2025Q3: 22,281 shares; 2025Q4: 22,185 shares 22,185 $3.09M 0.13% -96 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: restricted; 2024Q4: 21,342 shares; 2025Q1: 21,342 shares; 2025Q2: 21,191 shares; 2025Q3: 21,191 shares; 2025Q4: 21,191 shares 21,191 $3.04M 0.13% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,455 shares; 2025Q1: 5,301 shares; 2025Q2: 5,253 shares; 2025Q3: 5,088 shares; 2025Q4: 5,161 shares 5,161 $2.96M 0.13% +73 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: restricted; 2024Q4: 5,066 shares; 2025Q1: 5,012 shares; 2025Q2: 4,994 shares; 2025Q3: 4,862 shares; 2025Q4: 4,982 shares 4,982 $2.89M 0.13% +120 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: restricted; 2024Q4: 6,133 shares; 2025Q1: 6,171 shares; 2025Q2: 6,178 shares; 2025Q3: 6,096 shares; 2025Q4: 3,505 shares 3,505 $2.88M 0.13% -2,591 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: restricted; 2024Q4: not reported; 2025Q1: 30,585 shares; 2025Q2: 29,554 shares; 2025Q3: 26,955 shares; 2025Q4: 34,803 shares 34,803 $2.79M 0.12% +7,848 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: restricted; 2024Q4: 4,596 shares; 2025Q1: 4,567 shares; 2025Q2: 4,568 shares; 2025Q3: 4,539 shares; 2025Q4: 4,544 shares 4,544 $2.74M 0.12% +5 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: restricted; 2024Q4: 131,350 shares; 2025Q1: 44,365 shares; 2025Q2: 38,684 shares; 2025Q3: 35,006 shares; 2025Q4: 26,339 shares 26,339 $2.74M 0.12% -8,667 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: restricted; 2024Q4: 17,851 shares; 2025Q1: 17,855 shares; 2025Q2: 17,711 shares; 2025Q3: 17,560 shares; 2025Q4: 17,721 shares 17,721 $2.72M 0.12% +161 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,704 shares; 2025Q4: 16,811 shares 16,811 $2.6M 0.11% +12,107 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: restricted; 2024Q4: 8,983 shares; 2025Q1: 8,796 shares; 2025Q2: 9,389 shares; 2025Q3: 8,912 shares; 2025Q4: 8,446 shares 8,446 $2.6M 0.11% -466 Timeline IWB 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: restricted; 2024Q4: 3,014 shares; 2025Q1: 3,015 shares; 2025Q2: 7,463 shares; 2025Q3: 6,802 shares; 2025Q4: 6,803 shares 6,803 $2.54M 0.11% +1 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: restricted; 2024Q4: 15,740 shares; 2025Q1: 15,385 shares; 2025Q2: 15,094 shares; 2025Q3: 16,334 shares; 2025Q4: 20,988 shares 20,988 $2.53M 0.11% +4,654 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: restricted; 2024Q4: 19,327 shares; 2025Q1: 18,622 shares; 2025Q2: 17,146 shares; 2025Q3: 16,837 shares; 2025Q4: 17,564 shares 17,564 $2.52M 0.11% +727 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,697 shares; 2025Q4: 52,133 shares 52,133 $2.49M 0.11% +36,436 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: restricted; 2024Q4: 9,395 shares; 2025Q1: 9,041 shares; 2025Q2: 8,039 shares; 2025Q3: 10,825 shares; 2025Q4: 10,683 shares 10,683 $2.47M 0.11% -142 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: restricted; 2024Q4: 11,708 shares; 2025Q1: 12,571 shares; 2025Q2: 12,572 shares; 2025Q3: 12,581 shares; 2025Q4: 12,526 shares 12,526 $2.44M 0.11% -55 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: restricted; 2024Q4: 24,465 shares; 2025Q1: 24,086 shares; 2025Q2: 23,709 shares; 2025Q3: 28,941 shares; 2025Q4: 30,151 shares 30,151 $2.42M 0.11% +1,210 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: restricted; 2024Q4: 17,286 shares; 2025Q1: 17,286 shares; 2025Q2: 17,286 shares; 2025Q3: 16,916 shares; 2025Q4: 16,916 shares 16,916 $2.39M 0.1% 0 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: restricted; 2024Q4: 12,326 shares; 2025Q1: 12,179 shares; 2025Q2: 11,891 shares; 2025Q3: 12,087 shares; 2025Q4: 12,034 shares 12,034 $2.35M 0.1% -53 Timeline TDIV 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: restricted; 2024Q4: 26,702 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,952 shares; 2025Q4: 23,952 shares 23,952 $2.32M 0.1% 0 Timeline PFF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,188 shares; 2025Q4: 74,040 shares 74,040 $2.29M 0.1% +9,852 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: restricted; 2024Q4: 31,434 shares; 2025Q1: 28,045 shares; 2025Q2: 27,190 shares; 2025Q3: 27,021 shares; 2025Q4: 26,732 shares 26,732 $2.26M 0.1% -289 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: restricted; 2024Q4: 10,431 shares; 2025Q1: 10,213 shares; 2025Q2: 9,531 shares; 2025Q3: 6,802 shares; 2025Q4: 6,558 shares 6,558 $2.16M 0.09% -244 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,503 shares; 2025Q1: 4,420 shares; 2025Q2: 4,390 shares; 2025Q3: 4,358 shares; 2025Q4: 4,358 shares 4,358 $2.14M 0.09% 0 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: restricted; 2024Q4: 7,416 shares; 2025Q1: 7,336 shares; 2025Q2: 7,059 shares; 2025Q3: 7,060 shares; 2025Q4: 6,927 shares 6,927 $2.1M 0.09% -133 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,435 shares; 2025Q4: 10,931 shares 10,931 $2.02M 0.09% +1,496 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: restricted; 2024Q4: 7,721 shares; 2025Q1: 8,131 shares; 2025Q2: 7,871 shares; 2025Q3: 7,851 shares; 2025Q4: 7,847 shares 7,847 $2.02M 0.09% -4 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,062 shares; 2025Q4: 43,740 shares 43,740 $2.01M 0.09% +10,678 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: restricted; 2024Q4: 2,210 shares; 2025Q1: 2,160 shares; 2025Q2: 2,158 shares; 2025Q3: 5,189 shares; 2025Q4: 5,761 shares 5,761 $1.89M 0.08% +572 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: restricted; 2024Q4: 14,773 shares; 2025Q1: 14,190 shares; 2025Q2: 13,245 shares; 2025Q3: 13,354 shares; 2025Q4: 13,031 shares 13,031 $1.87M 0.08% -323 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: restricted; 2024Q4: 3,913 shares; 2025Q1: 3,893 shares; 2025Q2: 3,747 shares; 2025Q3: 3,660 shares; 2025Q4: 3,660 shares 3,660 $1.87M 0.08% 0 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: restricted; 2024Q4: 3,711 shares; 2025Q1: 14,124 shares; 2025Q2: 4,009 shares; 2025Q3: 7,042 shares; 2025Q4: 8,167 shares 8,167 $1.87M 0.08% +1,125 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,775 shares; 2025Q1: 3,878 shares; 2025Q2: 3,878 shares; 2025Q3: 3,878 shares; 2025Q4: 3,878 shares 3,878 $1.86M 0.08% 0 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: restricted; 2024Q4: 15,576 shares; 2025Q1: 15,568 shares; 2025Q2: 15,291 shares; 2025Q3: 13,605 shares; 2025Q4: 13,605 shares 13,605 $1.84M 0.08% 0 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: restricted; 2024Q4: 5,624 shares; 2025Q1: 5,471 shares; 2025Q2: 5,462 shares; 2025Q3: 5,263 shares; 2025Q4: 5,263 shares 5,263 $1.81M 0.08% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,872 shares; 2025Q1: 7,687 shares; 2025Q2: 7,687 shares; 2025Q3: 7,687 shares; 2025Q4: 8,975 shares 8,975 $1.81M 0.08% +1,288 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,417 shares; 2025Q4: 11,637 shares 11,637 $1.79M 0.08% +1,220 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: restricted; 2024Q4: 11,669 shares; 2025Q1: 11,651 shares; 2025Q2: 10,865 shares; 2025Q3: 10,592 shares; 2025Q4: 7,806 shares 7,806 $1.79M 0.08% -2,786 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: restricted; 2024Q4: 4,689 shares; 2025Q1: 6,540 shares; 2025Q2: 6,645 shares; 2025Q3: 6,578 shares; 2025Q4: 6,458 shares 6,458 $1.78M 0.08% -120 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: restricted; 2024Q4: 14,404 shares; 2025Q1: 15,303 shares; 2025Q2: 15,761 shares; 2025Q3: 15,969 shares; 2025Q4: 15,849 shares 15,849 $1.77M 0.08% -120 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: restricted; 2024Q4: 5,505 shares; 2025Q1: 5,505 shares; 2025Q2: 5,288 shares; 2025Q3: 5,288 shares; 2025Q4: 5,288 shares 5,288 $1.71M 0.07% 0 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: restricted; 2024Q4: 8,050 shares; 2025Q1: 8,017 shares; 2025Q2: 7,710 shares; 2025Q3: 10,475 shares; 2025Q4: 6,312 shares 6,312 $1.69M 0.07% -4,163 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: restricted; 2024Q4: 34,531 shares; 2025Q1: 32,219 shares; 2025Q2: 36,665 shares; 2025Q3: 32,734 shares; 2025Q4: 30,550 shares 30,550 $1.68M 0.07% -2,184 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,252 shares; 2025Q1: 1,249 shares; 2025Q2: 18,773 shares; 2025Q3: 18,653 shares; 2025Q4: 18,008 shares 18,008 $1.64M 0.07% -645 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: restricted; 2024Q4: 5,512 shares; 2025Q1: 5,688 shares; 2025Q2: 5,542 shares; 2025Q3: 5,374 shares; 2025Q4: 5,304 shares 5,304 $1.62M 0.07% -70 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: restricted; 2024Q4: 5,400 shares; 2025Q1: 5,389 shares; 2025Q2: 5,348 shares; 2025Q3: 5,324 shares; 2025Q4: 5,124 shares 5,124 $1.59M 0.07% -200 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,423 shares; 2025Q1: 64,129 shares; 2025Q2: 59,193 shares; 2025Q3: 48,296 shares; 2025Q4: 39,181 shares 39,181 $1.58M 0.07% -9,115 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,881 shares; 2025Q1: 14,546 shares; 2025Q2: 14,546 shares; 2025Q3: 14,546 shares; 2025Q4: 14,546 shares 14,546 $1.56M 0.07% 0 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: restricted; 2024Q4: 82,065 shares; 2025Q1: 23,487 shares; 2025Q2: 22,120 shares; 2025Q3: 22,020 shares; 2025Q4: 20,830 shares 20,830 $1.53M 0.07% -1,190 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: restricted; 2024Q4: 37,899 shares; 2025Q1: 37,293 shares; 2025Q2: 37,293 shares; 2025Q3: 37,293 shares; 2025Q4: 37,293 shares 37,293 $1.48M 0.06% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,806 shares; 2025Q1: 6,808 shares; 2025Q2: 6,553 shares; 2025Q3: 6,432 shares; 2025Q4: 6,397 shares 6,397 $1.46M 0.06% -35 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,650 shares; 2025Q1: 17,650 shares; 2025Q2: 17,512 shares; 2025Q3: 17,512 shares; 2025Q4: 17,512 shares 17,512 $1.45M 0.06% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,604 shares; 2025Q1: 4,546 shares; 2025Q2: 4,546 shares; 2025Q3: 5,346 shares; 2025Q4: 5,542 shares 5,542 $1.4M 0.06% +196 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: restricted; 2024Q4: 16,432 shares; 2025Q1: 16,432 shares; 2025Q2: 16,432 shares; 2025Q3: 14,469 shares; 2025Q4: 14,469 shares 14,469 $1.39M 0.06% 0 Timeline HRZN HORIZON TECHNOLOGY FIN CORP More: the full row for HORIZON TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210,424 shares; 2025Q1: 210,748 shares; 2025Q2: 211,358 shares; 2025Q3: 212,031 shares; 2025Q4: 212,842 shares 212,842 $1.37M 0.06% +811 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: restricted; 2024Q4: 4,843 shares; 2025Q1: 4,407 shares; 2025Q2: 3,698 shares; 2025Q3: 3,149 shares; 2025Q4: 3,034 shares 3,034 $1.36M 0.06% -115 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: restricted; 2024Q4: 3,407 shares; 2025Q1: 3,325 shares; 2025Q2: 3,328 shares; 2025Q3: 3,329 shares; 2025Q4: 3,445 shares 3,445 $1.34M 0.06% +116 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: restricted; 2024Q4: 2,153 shares; 2025Q1: 2,162 shares; 2025Q2: 2,341 shares; 2025Q3: 2,241 shares; 2025Q4: 1,998 shares 1,998 $1.31M 0.06% -243 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: restricted; 2024Q4: 4,734 shares; 2025Q1: 4,683 shares; 2025Q2: 4,683 shares; 2025Q3: 6,114 shares; 2025Q4: 6,121 shares 6,121 $1.29M 0.06% +7 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: restricted; 2024Q4: 14,083 shares; 2025Q1: 14,168 shares; 2025Q2: 13,974 shares; 2025Q3: 15,925 shares; 2025Q4: 16,667 shares 16,667 $1.28M 0.06% +742 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: restricted; 2024Q4: 6,149 shares; 2025Q1: 6,034 shares; 2025Q2: 5,909 shares; 2025Q3: 5,459 shares; 2025Q4: 5,185 shares 5,185 $1.28M 0.06% -274 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: restricted; 2024Q4: 1,697 shares; 2025Q1: 1,680 shares; 2025Q2: 1,676 shares; 2025Q3: 1,665 shares; 2025Q4: 8,250 shares 8,250 $1.26M 0.05% +6,585 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: restricted; 2024Q4: 10,128 shares; 2025Q1: not reported; 2025Q2: 10,091 shares; 2025Q3: 9,678 shares; 2025Q4: 10,083 shares 10,083 $1.26M 0.05% +405 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,012 shares; 2025Q4: 10,653 shares 10,653 $1.25M 0.05% +641 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 862 shares; 2025Q4: 1,164 shares 1,164 $1.25M 0.05% +302 Timeline RPV 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: restricted; 2024Q4: not reported; 2025Q1: 12,103 shares; 2025Q2: 11,978 shares; 2025Q3: 11,947 shares; 2025Q4: 11,947 shares 11,947 $1.23M 0.05% 0 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: restricted; 2024Q4: 2,425 shares; 2025Q1: 2,137 shares; 2025Q2: 2,148 shares; 2025Q3: 2,137 shares; 2025Q4: 2,155 shares 2,155 $1.23M 0.05% +18 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: restricted; 2024Q4: 2,948 shares; 2025Q1: 2,903 shares; 2025Q2: 2,892 shares; 2025Q3: 2,648 shares; 2025Q4: 2,648 shares 2,648 $1.2M 0.05% 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: restricted; 2024Q4: 1,410 shares; 2025Q1: 1,379 shares; 2025Q2: 1,379 shares; 2025Q3: 1,365 shares; 2025Q4: 1,365 shares 1,365 $1.2M 0.05% 0 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: restricted; 2024Q4: 7,588 shares; 2025Q1: 5,664 shares; 2025Q2: 5,515 shares; 2025Q3: 5,434 shares; 2025Q4: 7,711 shares 7,711 $1.18M 0.05% +2,277 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 23,039 shares; 2025Q2: 22,469 shares; 2025Q3: 22,469 shares; 2025Q4: 22,303 shares 22,303 $1.15M 0.05% -166 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: restricted; 2024Q4: 3,645 shares; 2025Q1: 3,596 shares; 2025Q2: 3,586 shares; 2025Q3: 3,634 shares; 2025Q4: 3,634 shares 3,634 $1.13M 0.05% 0 Timeline AGG 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: restricted; 2024Q4: 27,300 shares; 2025Q1: 20,635 shares; 2025Q2: 15,474 shares; 2025Q3: 10,985 shares; 2025Q4: 10,987 shares 10,987 $1.1M 0.05% +2 Timeline SLYV 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: restricted; 2024Q4: not reported; 2025Q1: 14,963 shares; 2025Q2: 14,954 shares; 2025Q3: 11,834 shares; 2025Q4: 11,834 shares 11,834 $1.08M 0.05% 0 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,231 shares; 2025Q1: 30,231 shares; 2025Q2: 30,231 shares; 2025Q3: 30,231 shares; 2025Q4: 30,231 shares 30,231 $1.07M 0.05% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,468 shares; 2025Q1: 2,468 shares; 2025Q2: 2,380 shares; 2025Q3: 2,380 shares; 2025Q4: 2,380 shares 2,380 $1.06M 0.05% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,192 shares; 2025Q1: 13,174 shares; 2025Q2: 26,348 shares; 2025Q3: 26,276 shares; 2025Q4: 26,218 shares 26,218 $1.05M 0.05% -58 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 38,460 shares; 2025Q2: 22,834 shares; 2025Q3: 14,449 shares; 2025Q4: 13,972 shares 13,972 $1.03M 0.04% -477 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: restricted; 2024Q4: 4,992 shares; 2025Q1: 4,216 shares; 2025Q2: 4,214 shares; 2025Q3: 4,223 shares; 2025Q4: 4,214 shares 4,214 $1.02M 0.04% -9 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,655 shares; 2025Q1: 8,137 shares; 2025Q2: 7,968 shares; 2025Q3: 7,317 shares; 2025Q4: 7,317 shares 7,317 $1.01M 0.04% 0 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,200 shares; 2025Q1: 10,785 shares; 2025Q2: 10,785 shares; 2025Q3: 10,785 shares; 2025Q4: 12,712 shares 12,712 $1M 0.04% +1,927 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 52,758 shares; 2025Q2: 25,866 shares; 2025Q3: 15,874 shares; 2025Q4: 12,646 shares 12,646 $985K 0.04% -3,228 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,067 shares; 2025Q1: 3,901 shares; 2025Q2: 3,901 shares; 2025Q3: 3,759 shares; 2025Q4: 3,759 shares 3,759 $973K 0.04% 0 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: restricted; 2024Q4: 12,629 shares; 2025Q1: 11,513 shares; 2025Q2: 9,502 shares; 2025Q3: 9,099 shares; 2025Q4: 9,214 shares 9,214 $970K 0.04% +115 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: restricted; 2024Q4: 39,730 shares; 2025Q1: 30,667 shares; 2025Q2: 26,199 shares; 2025Q3: 20,856 shares; 2025Q4: 17,586 shares 17,586 $962K 0.04% -3,270 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: restricted; 2024Q4: 5,400 shares; 2025Q1: 4,705 shares; 2025Q2: 4,705 shares; 2025Q3: 4,755 shares; 2025Q4: 4,515 shares 4,515 $957K 0.04% -240 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: restricted; 2024Q4: 1,153 shares; 2025Q1: 1,161 shares; 2025Q2: 1,107 shares; 2025Q3: 1,088 shares; 2025Q4: 1,088 shares 1,088 $957K 0.04% 0 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: restricted; 2024Q4: not reported; 2025Q1: 14,353 shares; 2025Q2: 14,180 shares; 2025Q3: 10,728 shares; 2025Q4: 9,795 shares 9,795 $923K 0.04% -933 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 27,921 shares; 2025Q2: 27,545 shares; 2025Q3: 27,545 shares; 2025Q4: 27,545 shares 27,545 $921K 0.04% 0 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: restricted; 2024Q4: 941 shares; 2025Q1: 943 shares; 2025Q2: 907 shares; 2025Q3: 962 shares; 2025Q4: 9,580 shares 9,580 $898K 0.04% +8,618 Timeline ESGE 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: restricted; 2024Q4: 62,809 shares; 2025Q1: 70,015 shares; 2025Q2: 70,639 shares; 2025Q3: 24,901 shares; 2025Q4: 20,174 shares 20,174 $891K 0.04% -4,727 Timeline INDA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,192 shares; 2025Q4: 16,455 shares 16,455 $889K 0.04% +2,263 Timeline MDYG 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: restricted; 2024Q4: not reported; 2025Q1: 9,692 shares; 2025Q2: 9,692 shares; 2025Q3: 10,075 shares; 2025Q4: 9,556 shares 9,556 $883K 0.04% -519 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: restricted; 2024Q4: 2,879 shares; 2025Q1: 2,769 shares; 2025Q2: 2,715 shares; 2025Q3: 2,901 shares; 2025Q4: 3,019 shares 3,019 $876K 0.04% +118 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: restricted; 2024Q4: 17,406 shares; 2025Q1: 17,345 shares; 2025Q2: 17,345 shares; 2025Q3: 17,320 shares; 2025Q4: 17,320 shares 17,320 $866K 0.04% 0 Timeline IHI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,319 shares; 2025Q4: 13,883 shares 13,883 $863K 0.04% +2,564 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,866 shares; 2025Q2: 4,866 shares; 2025Q3: 4,864 shares; 2025Q4: 4,864 shares 4,864 $863K 0.04% 0 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: restricted; 2024Q4: 4,797 shares; 2025Q1: 4,750 shares; 2025Q2: 4,721 shares; 2025Q3: 4,522 shares; 2025Q4: 4,712 shares 4,712 $837K 0.04% +190 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,566 shares; 2025Q4: 2,560 shares 2,560 $830K 0.04% -6 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: restricted; 2024Q4: 1,115 shares; 2025Q1: 1,214 shares; 2025Q2: 1,215 shares; 2025Q3: 2,229 shares; 2025Q4: 2,237 shares 2,237 $828K 0.04% +8 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,612 shares; 2025Q1: 2,582 shares; 2025Q2: 2,544 shares; 2025Q3: 2,344 shares; 2025Q4: 2,344 shares 2,344 $827K 0.04% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 29,163 shares; 2025Q2: 29,600 shares; 2025Q3: 29,600 shares; 2025Q4: 29,600 shares 29,600 $812K 0.04% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,038 shares; 2025Q3: 3,079 shares; 2025Q4: 2,818 shares 2,818 $811K 0.04% -261 Timeline IWN 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: restricted; 2024Q4: 5,257 shares; 2025Q1: 5,257 shares; 2025Q2: 4,786 shares; 2025Q3: 4,388 shares; 2025Q4: 4,388 shares 4,388 $795K 0.03% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,984 shares; 2025Q1: 1,813 shares; 2025Q2: 1,763 shares; 2025Q3: 2,903 shares; 2025Q4: 2,993 shares 2,993 $786K 0.03% +90 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,013 shares; 2025Q4: 1,965 shares 1,965 $779K 0.03% -48 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,858 shares; 2025Q1: 4,654 shares; 2025Q2: 4,549 shares; 2025Q3: 4,385 shares; 2025Q4: 4,145 shares 4,145 $769K 0.03% -240 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: restricted; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,150 shares; 2025Q3: 2,038 shares; 2025Q4: 1,973 shares 1,973 $768K 0.03% -65 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,195 shares; 2025Q1: 1,154 shares; 2025Q2: 1,154 shares; 2025Q3: 1,151 shares; 2025Q4: 1,149 shares 1,149 $761K 0.03% -2 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,261 shares; 2025Q4: 2,543 shares 2,543 $759K 0.03% +282 Timeline FDL 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: restricted; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares 17,000 $754K 0.03% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,053 shares; 2025Q1: 1,170 shares; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 1,308 shares 1,308 $741K 0.03% +23 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: restricted; 2024Q4: 6,594 shares; 2025Q1: 5,957 shares; 2025Q2: 5,957 shares; 2025Q3: 5,572 shares; 2025Q4: 5,572 shares 5,572 $733K 0.03% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,132 shares; 2025Q1: 8,132 shares; 2025Q2: 8,613 shares; 2025Q3: 8,613 shares; 2025Q4: 9,229 shares 9,229 $727K 0.03% +616 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: restricted; 2024Q4: 4,306 shares; 2025Q1: 4,243 shares; 2025Q2: 4,083 shares; 2025Q3: 4,020 shares; 2025Q4: 4,145 shares 4,145 $719K 0.03% +125 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: restricted; 2024Q4: 6,483 shares; 2025Q1: 6,323 shares; 2025Q2: 6,888 shares; 2025Q3: 6,335 shares; 2025Q4: 6,185 shares 6,185 $704K 0.03% -150 Timeline SOXX 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: restricted; 2024Q4: 3,534 shares; 2025Q1: 3,775 shares; 2025Q2: 3,537 shares; 2025Q3: 2,334 shares; 2025Q4: 2,334 shares 2,334 $703K 0.03% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,879 shares; 2025Q1: 2,744 shares; 2025Q2: 2,744 shares; 2025Q3: 2,744 shares; 2025Q4: 2,744 shares 2,744 $688K 0.03% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,046 shares; 2025Q1: 8,112 shares; 2025Q2: 7,780 shares; 2025Q3: 7,780 shares; 2025Q4: 7,780 shares 7,780 $681K 0.03% 0 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: restricted; 2024Q4: 5,407 shares; 2025Q1: 5,383 shares; 2025Q2: 5,383 shares; 2025Q3: 5,328 shares; 2025Q4: 5,128 shares 5,128 $681K 0.03% -200 Timeline IYF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,622 shares; 2025Q4: 5,221 shares 5,221 $673K 0.03% -401 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: restricted; 2024Q4: 7,601 shares; 2025Q1: 7,452 shares; 2025Q2: 7,226 shares; 2025Q3: 7,150 shares; 2025Q4: 7,127 shares 7,127 $664K 0.03% -23 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: restricted; 2024Q4: 1,437 shares; 2025Q1: 1,437 shares; 2025Q2: 1,419 shares; 2025Q3: 1,419 shares; 2025Q4: 1,419 shares 1,419 $661K 0.03% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,320 shares; 2025Q1: 3,320 shares; 2025Q2: 3,320 shares; 2025Q3: 3,320 shares; 2025Q4: 3,208 shares 3,208 $659K 0.03% -112 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: restricted; 2024Q4: 11,851 shares; 2025Q1: 11,639 shares; 2025Q2: 9,744 shares; 2025Q3: 9,435 shares; 2025Q4: 9,391 shares 9,391 $657K 0.03% -44 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: restricted; 2024Q4: 4,245 shares; 2025Q1: 4,103 shares; 2025Q2: 4,087 shares; 2025Q3: 3,990 shares; 2025Q4: 3,824 shares 3,824 $654K 0.03% -166 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,620 shares; 2025Q1: 4,620 shares; 2025Q2: 4,620 shares; 2025Q3: 4,236 shares; 2025Q4: 4,734 shares 4,734 $645K 0.03% +498 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 479 shares; 2025Q1: 476 shares; 2025Q2: 394 shares; 2025Q3: 394 shares; 2025Q4: 377 shares 377 $637K 0.03% -17 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: restricted; 2024Q4: 17,882 shares; 2025Q1: 17,882 shares; 2025Q2: 17,882 shares; 2025Q3: 17,882 shares; 2025Q4: 17,514 shares 17,514 $635K 0.03% -368 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: restricted; 2024Q4: 3,191 shares; 2025Q1: 3,042 shares; 2025Q2: 3,034 shares; 2025Q3: 2,891 shares; 2025Q4: 2,844 shares 2,844 $625K 0.03% -47 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,228 shares; 2025Q2: not reported; 2025Q3: 10,406 shares; 2025Q4: 11,406 shares 11,406 $625K 0.03% +1,000 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: restricted; 2024Q4: not reported; 2025Q1: 7,095 shares; 2025Q2: 6,990 shares; 2025Q3: 6,990 shares; 2025Q4: 6,990 shares 6,990 $624K 0.03% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 606 shares; 2025Q1: 594 shares; 2025Q2: 572 shares; 2025Q3: 575 shares; 2025Q4: 575 shares 575 $615K 0.03% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 17,659 shares; 2025Q2: 26,357 shares; 2025Q3: 22,823 shares; 2025Q4: 22,827 shares 22,827 $614K 0.03% +4 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: restricted; 2024Q4: 3,615 shares; 2025Q1: 3,619 shares; 2025Q2: 3,622 shares; 2025Q3: 3,727 shares; 2025Q4: 2,285 shares 2,285 $605K 0.03% -1,442 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: restricted; 2024Q4: 5,394 shares; 2025Q1: 5,396 shares; 2025Q2: 5,322 shares; 2025Q3: 5,324 shares; 2025Q4: 5,326 shares 5,326 $601K 0.03% +2 Timeline RFG 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: restricted; 2024Q4: not reported; 2025Q1: 11,325 shares; 2025Q2: 11,325 shares; 2025Q3: 11,325 shares; 2025Q4: 11,325 shares 11,325 $594K 0.03% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 762 shares; 2025Q1: 788 shares; 2025Q2: 757 shares; 2025Q3: 757 shares; 2025Q4: 761 shares 761 $588K 0.03% +4 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111 shares; 2025Q1: 110 shares; 2025Q2: 109 shares; 2025Q3: 107 shares; 2025Q4: 107 shares 107 $573K 0.02% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,349 shares; 2025Q4: 4,349 shares 4,349 $570K 0.02% 0 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: restricted; 2024Q4: 2,346 shares; 2025Q1: 2,385 shares; 2025Q2: 2,297 shares; 2025Q3: 2,297 shares; 2025Q4: 2,302 shares 2,302 $569K 0.02% +5 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,205 shares; 2025Q1: 16,464 shares; 2025Q2: 16,464 shares; 2025Q3: 16,453 shares; 2025Q4: 8,325 shares 8,325 $567K 0.02% -8,128 Timeline FLOT 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: restricted; 2024Q4: 15,311 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 11,082 shares; 2025Q4: 11,082 shares 11,082 $564K 0.02% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,403 shares; 2025Q4: 19,403 shares 19,403 $548K 0.02% 0 Timeline SUSA 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: restricted; 2024Q4: not reported; 2025Q1: 2,859 shares; 2025Q2: 3,082 shares; 2025Q3: 3,087 shares; 2025Q4: 3,924 shares 3,924 $547K 0.02% +837 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: restricted; 2024Q4: 7,537 shares; 2025Q1: 7,039 shares; 2025Q2: 6,247 shares; 2025Q3: 4,694 shares; 2025Q4: 4,261 shares 4,261 $536K 0.02% -433 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,359 shares; 2025Q1: 1,351 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares; 2025Q4: 1,260 shares 1,260 $532K 0.02% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,223 shares; 2025Q1: 6,135 shares; 2025Q2: 7,816 shares; 2025Q3: 7,816 shares; 2025Q4: 7,816 shares 7,816 $526K 0.02% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,918 shares; 2025Q1: 1,916 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares; 2025Q4: 1,625 shares 1,625 $526K 0.02% -249 Timeline IUSG 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: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 3,122 shares; 2025Q4: 3,123 shares 3,123 $525K 0.02% +1 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 899 shares; 2025Q1: 826 shares; 2025Q2: 826 shares; 2025Q3: 826 shares; 2025Q4: 826 shares 826 $514K 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: restricted; 2024Q4: 77,234 shares; 2025Q1: 10,866 shares; 2025Q2: 10,866 shares; 2025Q3: 10,866 shares; 2025Q4: 10,866 shares 10,866 $510K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,830 shares; 2025Q3: 2,886 shares; 2025Q4: 2,859 shares 2,859 $508K 0.02% -27 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,369 shares; 2025Q1: 5,347 shares; 2025Q2: 4,465 shares; 2025Q3: 1,660 shares; 2025Q4: 1,408 shares 1,408 $493K 0.02% -252 Timeline REZ 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: restricted; 2024Q4: 8,707 shares; 2025Q1: 5,750 shares; 2025Q2: 5,750 shares; 2025Q3: 5,750 shares; 2025Q4: 5,750 shares 5,750 $475K 0.02% 0 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: restricted; 2024Q4: 1,401 shares; 2025Q1: 1,379 shares; 2025Q2: 1,529 shares; 2025Q3: 1,282 shares; 2025Q4: 1,342 shares 1,342 $472K 0.02% +60 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: restricted; 2024Q4: 5,277 shares; 2025Q1: 5,277 shares; 2025Q2: 5,160 shares; 2025Q3: 5,090 shares; 2025Q4: 5,090 shares 5,090 $468K 0.02% 0 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: restricted; 2024Q4: 1,447 shares; 2025Q1: 1,447 shares; 2025Q2: 1,447 shares; 2025Q3: 1,441 shares; 2025Q4: 1,435 shares 1,435 $457K 0.02% -6 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 590 shares; 2025Q1: not reported; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 488 shares 488 $455K 0.02% -102 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: restricted; 2024Q4: 5,275 shares; 2025Q1: 5,278 shares; 2025Q2: 5,021 shares; 2025Q3: 4,896 shares; 2025Q4: 5,296 shares 5,296 $446K 0.02% +400 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,629 shares; 2025Q4: 3,384 shares 3,384 $432K 0.02% +755 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: restricted; 2024Q4: 527 shares; 2025Q1: not reported; 2025Q2: 571 shares; 2025Q3: 617 shares; 2025Q4: 873 shares 873 $422K 0.02% +256 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: restricted; 2024Q4: 1,217 shares; 2025Q1: 1,322 shares; 2025Q2: 1,228 shares; 2025Q3: 1,238 shares; 2025Q4: 1,242 shares 1,242 $418K 0.02% +4 Timeline IBB 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: restricted; 2024Q4: 8,676 shares; 2025Q1: 8,659 shares; 2025Q2: 8,659 shares; 2025Q3: 2,402 shares; 2025Q4: 2,403 shares 2,403 $406K 0.02% +1 Timeline PHDG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,483 shares; 2025Q1: 10,483 shares; 2025Q2: 10,482 shares; 2025Q3: 10,482 shares; 2025Q4: 10,482 shares 10,482 $392K 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: restricted; 2024Q4: 11,077 shares; 2025Q1: 9,586 shares; 2025Q2: 9,558 shares; 2025Q3: 7,558 shares; 2025Q4: 7,258 shares 7,258 $391K 0.02% -300 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: restricted; 2024Q4: 7,120 shares; 2025Q1: 6,099 shares; 2025Q2: 4,607 shares; 2025Q3: 4,539 shares; 2025Q4: 4,506 shares 4,506 $384K 0.02% -33 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 528 shares; 2025Q1: 520 shares; 2025Q2: 508 shares; 2025Q3: 499 shares; 2025Q4: 499 shares 499 $382K 0.02% 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: restricted; 2024Q4: 3,410 shares; 2025Q1: 3,410 shares; 2025Q2: 3,388 shares; 2025Q3: 3,388 shares; 2025Q4: 3,333 shares 3,333 $380K 0.02% -55 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,220 shares; 2025Q1: 3,687 shares; 2025Q2: 14,374 shares; 2025Q3: 4,272 shares; 2025Q4: 8,763 shares 8,763 $374K 0.02% +4,491 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares 1,150 $368K 0.02% 0 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,347 shares; 2025Q1: 3,347 shares; 2025Q2: 3,012 shares; 2025Q3: 3,012 shares; 2025Q4: 3,012 shares 3,012 $368K 0.02% 0 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: restricted; 2024Q4: 1,845 shares; 2025Q1: 1,845 shares; 2025Q2: 1,763 shares; 2025Q3: 1,763 shares; 2025Q4: 1,760 shares 1,760 $357K 0.02% -3 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,904 shares; 2025Q2: 15,459 shares; 2025Q3: 12,658 shares; 2025Q4: 12,513 shares 12,513 $356K 0.02% -145 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,953 shares; 2025Q1: 3,953 shares; 2025Q2: 3,937 shares; 2025Q3: 3,937 shares; 2025Q4: 3,937 shares 3,937 $354K 0.02% 0 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: restricted; 2024Q4: 4,561 shares; 2025Q1: 4,535 shares; 2025Q2: 4,530 shares; 2025Q3: 4,530 shares; 2025Q4: 2,743 shares 2,743 $354K 0.02% -1,787 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,069 shares; 2025Q1: 1,069 shares; 2025Q2: 1,069 shares; 2025Q3: 1,069 shares; 2025Q4: 1,069 shares 1,069 $351K 0.02% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 681 shares; 2025Q3: 616 shares; 2025Q4: 611 shares 611 $351K 0.02% -5 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,442 shares; 2025Q4: 1,956 shares 1,956 $343K 0.01% +514 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,602 shares; 2025Q3: 2,603 shares; 2025Q4: 2,879 shares 2,879 $336K 0.01% +276 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,664 shares; 2025Q1: 3,459 shares; 2025Q2: 3,459 shares; 2025Q3: 3,539 shares; 2025Q4: 3,539 shares 3,539 $333K 0.01% 0 Timeline DMXF 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: restricted; 2024Q4: not reported; 2025Q1: 3,337 shares; 2025Q2: 4,045 shares; 2025Q3: 4,045 shares; 2025Q4: 4,434 shares 4,434 $333K 0.01% +389 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: restricted; 2024Q4: 2,647 shares; 2025Q1: 2,245 shares; 2025Q2: 1,733 shares; 2025Q3: 1,518 shares; 2025Q4: 1,507 shares 1,507 $327K 0.01% -11 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: restricted; 2024Q4: 2,547 shares; 2025Q1: 2,531 shares; 2025Q2: 2,008 shares; 2025Q3: 1,983 shares; 2025Q4: 1,983 shares 1,983 $323K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,940 shares 4,940 $318K 0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,532 shares; 2025Q1: 3,454 shares; 2025Q2: 3,454 shares; 2025Q3: 3,454 shares; 2025Q4: 3,319 shares 3,319 $316K 0.01% -135 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,576 shares; 2025Q1: 5,592 shares; 2025Q2: 5,434 shares; 2025Q3: 4,948 shares; 2025Q4: 4,668 shares 4,668 $314K 0.01% -280 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 18,894 shares; 2025Q2: 12,758 shares; 2025Q3: 9,867 shares; 2025Q4: 5,230 shares 5,230 $313K 0.01% -4,637 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,138 shares; 2025Q4: 1,138 shares 1,138 $313K 0.01% 0 Timeline USMV 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: restricted; 2024Q4: 3,547 shares; 2025Q1: 3,555 shares; 2025Q2: 3,555 shares; 2025Q3: 3,276 shares; 2025Q4: 3,276 shares 3,276 $308K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,595 shares; 2025Q1: 2,553 shares; 2025Q2: 2,256 shares; 2025Q3: 2,295 shares; 2025Q4: 2,256 shares 2,256 $307K 0.01% -39 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,235 shares; 2025Q1: 2,235 shares; 2025Q2: 2,235 shares; 2025Q3: 2,235 shares; 2025Q4: 2,235 shares 2,235 $300K 0.01% 0 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: restricted; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $291K 0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,710 shares; 2025Q4: 4,710 shares 4,710 $288K 0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,315 shares; 2025Q2: 11,180 shares; 2025Q3: 11,180 shares; 2025Q4: 11,180 shares 11,180 $286K 0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,341 shares; 2025Q1: 2,268 shares; 2025Q2: 1,770 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares 1,570 $286K 0.01% 0 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: restricted; 2024Q4: 2,529 shares; 2025Q1: 2,156 shares; 2025Q2: 2,156 shares; 2025Q3: 2,156 shares; 2025Q4: 1,995 shares 1,995 $282K 0.01% -161 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,152 shares; 2025Q1: 2,052 shares; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares 2,040 $281K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 891 shares 891 $280K 0.01% -29 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: restricted; 2024Q4: 12,359 shares; 2025Q1: 11,194 shares; 2025Q2: 11,184 shares; 2025Q3: 11,579 shares; 2025Q4: 11,273 shares 11,273 $280K 0.01% -306 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,548 shares; 2025Q1: 3,548 shares; 2025Q2: 3,548 shares; 2025Q3: 3,548 shares; 2025Q4: 3,548 shares 3,548 $278K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,569 shares; 2025Q1: 2,568 shares; 2025Q2: 2,568 shares; 2025Q3: 4,279 shares; 2025Q4: 4,056 shares 4,056 $272K 0.01% -223 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: restricted; 2024Q4: 22,700 shares; 2025Q1: 22,700 shares; 2025Q2: 22,734 shares; 2025Q3: 3,362 shares; 2025Q4: 2,843 shares 2,843 $270K 0.01% -519 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: restricted; 2024Q4: 1,640 shares; 2025Q1: 1,482 shares; 2025Q2: 1,447 shares; 2025Q3: 1,257 shares; 2025Q4: 1,257 shares 1,257 $262K 0.01% 0 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,025 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares 5,000 $258K 0.01% 0 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: restricted; 2024Q4: 1,199 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 944 shares 944 $256K 0.01% new Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,561 shares; 2025Q4: 1,561 shares 1,561 $256K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 374 shares 374 $253K 0.01% new 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: restricted; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares; 2025Q4: 1,132 shares 1,132 $253K 0.01% 0 Timeline IBTI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,862 shares; 2025Q3: 9,090 shares; 2025Q4: 11,262 shares 11,262 $252K 0.01% +2,172 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,129 shares; 2025Q3: 5,129 shares; 2025Q4: 3,086 shares 3,086 $251K 0.01% -2,043 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,880 shares; 2025Q4: 53,880 shares 53,880 $251K 0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 985 shares; 2025Q1: 802 shares; 2025Q2: 796 shares; 2025Q3: 796 shares; 2025Q4: 796 shares 796 $249K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: 3,698 shares; 2025Q2: 3,698 shares; 2025Q3: 3,125 shares; 2025Q4: 3,125 shares 3,125 $248K 0.01% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,798 shares; 2025Q4: 1,639 shares 1,639 $243K 0.01% -159 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,208 shares; 2025Q4: 6,553 shares 6,553 $242K 0.01% -655 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: restricted; 2024Q4: 1,158 shares; 2025Q1: 1,149 shares; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares; 2025Q4: 1,149 shares 1,149 $239K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 677 shares; 2025Q3: 677 shares; 2025Q4: 677 shares 677 $239K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,224 shares; 2025Q2: 1,131 shares; 2025Q3: 1,126 shares; 2025Q4: 1,126 shares 1,126 $238K 0.01% 0 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,742 shares; 2025Q4: 18,742 shares 18,742 $238K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: 1,479 shares; 2025Q2: 1,479 shares; 2025Q3: 1,479 shares; 2025Q4: 1,479 shares 1,479 $237K 0.01% 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: restricted; 2024Q4: 3,541 shares; 2025Q1: 3,608 shares; 2025Q2: 3,605 shares; 2025Q3: 3,611 shares; 2025Q4: 1,211 shares 1,211 $235K 0.01% -2,400 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,640 shares; 2025Q1: 12,096 shares; 2025Q2: 8,928 shares; 2025Q3: 8,928 shares; 2025Q4: 8,928 shares 8,928 $234K 0.01% 0 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,306 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,000 shares 2,000 $234K 0.01% -300 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,782 shares; 2025Q1: 7,782 shares; 2025Q2: 7,782 shares; 2025Q3: 7,782 shares; 2025Q4: 7,782 shares 7,782 $232K 0.01% 0 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,115 shares; 2025Q1: 3,115 shares; 2025Q2: 3,115 shares; 2025Q3: 2,574 shares; 2025Q4: 2,574 shares 2,574 $232K 0.01% 0 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: restricted; 2024Q4: 15,051 shares; 2025Q1: 14,856 shares; 2025Q2: 13,904 shares; 2025Q3: 13,493 shares; 2025Q4: 2,462 shares 2,462 $230K 0.01% -11,031 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: restricted; 2024Q4: 5,269 shares; 2025Q1: 4,136 shares; 2025Q2: 4,086 shares; 2025Q3: 4,009 shares; 2025Q4: 3,532 shares 3,532 $225K 0.01% -477 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,067 shares; 2025Q2: 2,076 shares; 2025Q3: 2,092 shares; 2025Q4: 2,107 shares 2,107 $222K 0.01% +15 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: 1,555 shares 1,555 $219K 0.01% -17 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 760 shares 760 $217K 0.01% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares 1,500 $216K 0.01% new Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,927 shares; 2025Q4: 5,927 shares 5,927 $210K 0.01% 0 Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,127 shares; 2025Q3: 11,576 shares; 2025Q4: 11,576 shares 11,576 $207K 0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,111 shares 2,111 $205K 0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,460 shares; 2025Q3: 2,392 shares; 2025Q4: 2,503 shares 2,503 $205K 0.01% +111 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,541 shares 4,541 $202K 0.01% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,347 shares 1,347 $200K 0.01% new Timeline QUIK QUICKLOGIC CORP More: the full row for QUICKLOGIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,200 shares; 2025Q1: 32,200 shares; 2025Q2: 32,200 shares; 2025Q3: 32,200 shares; 2025Q4: 32,200 shares 32,200 $194K 0.01% 0 Timeline TLSI TRISALUS LIFE SCIENCES INC More: the full row for TRISALUS LIFE SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,303 shares; 2025Q1: 22,303 shares; 2025Q2: 22,303 shares; 2025Q3: 22,303 shares; 2025Q4: 22,303 shares 22,303 $156K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,833 shares; 2025Q2: 11,547 shares; 2025Q3: 11,547 shares; 2025Q4: 11,547 shares 11,547 $151K 0.01% 0 Timeline