SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,732 shares; 2024Q4: 148,732 shares; 2025Q1: 156,633 shares; 2025Q2: 156,633 shares; 2025Q3: 103,327 shares 103,327 $68.8M 2.29% -53,306 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,179 shares; 2024Q4: 103,465 shares; 2025Q1: 101,828 shares; 2025Q2: 101,828 shares; 2025Q3: 100,546 shares 100,546 $67.3M 2.24% -1,282 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393,644 shares; 2024Q4: 393,644 shares; 2025Q1: 395,038 shares; 2025Q2: 394,331 shares; 2025Q3: 394,331 shares 394,331 $46.9M 1.56% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,091 shares; 2024Q4: 172,110 shares; 2025Q1: 158,343 shares; 2025Q2: 146,262 shares; 2025Q3: 127,862 shares 127,862 $40.3M 1.34% -18,400 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,445 shares; 2024Q4: 98,293 shares; 2025Q1: 109,385 shares; 2025Q2: 100,324 shares; 2025Q3: 81,480 shares 81,480 $38.9M 1.29% -18,844 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,262 shares; 2024Q4: 220,900 shares; 2025Q1: 178,333 shares; 2025Q2: 191,023 shares; 2025Q3: 166,081 shares 166,081 $38.5M 1.28% -24,942 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 881,019 shares; 2024Q4: 735,984 shares; 2025Q1: 750,394 shares; 2025Q2: 673,176 shares; 2025Q3: 461,775 shares 461,775 $37.9M 1.26% -211,401 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,459 shares; 2024Q4: 319,640 shares; 2025Q1: 279,007 shares; 2025Q2: 252,663 shares; 2025Q3: 223,734 shares 223,734 $37.4M 1.24% -28,929 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 387,672 shares; 2024Q4: 387,672 shares; 2025Q1: 387,672 shares; 2025Q2: 387,672 shares; 2025Q3: 387,672 shares 387,672 $36.9M 1.23% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,650 shares; 2024Q4: 160,594 shares; 2025Q1: 147,478 shares; 2025Q2: 156,890 shares; 2025Q3: 154,141 shares 154,141 $36.4M 1.21% -2,749 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,298 shares; 2024Q4: 343,222 shares; 2025Q1: 346,776 shares; 2025Q2: 353,919 shares; 2025Q3: 318,696 shares 318,696 $35.9M 1.19% -35,223 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,105 shares; 2024Q4: 72,351 shares; 2025Q1: 77,605 shares; 2025Q2: 70,913 shares; 2025Q3: 71,555 shares 71,555 $35.7M 1.19% +642 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,748 shares; 2024Q4: 99,650 shares; 2025Q1: 101,694 shares; 2025Q2: 106,070 shares; 2025Q3: 84,243 shares 84,243 $35.6M 1.18% -21,827 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,740 shares; 2025Q1: 37,436 shares; 2025Q2: 35,078 shares; 2025Q3: 30,439 shares 30,439 $35.5M 1.18% -4,639 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,713 shares; 2024Q4: 235,447 shares; 2025Q1: 232,201 shares; 2025Q2: 234,745 shares; 2025Q3: 212,849 shares 212,849 $35.4M 1.18% -21,896 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 1,214 shares; 2025Q1: 1,214 shares; 2025Q2: 1,176 shares; 2025Q3: 115,440 shares 115,440 $35.3M 1.17% +114,264 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,713 shares; 2024Q4: 5,043 shares; 2025Q1: 5,343 shares; 2025Q2: 5,173 shares; 2025Q3: 124,821 shares 124,821 $35.2M 1.17% +119,648 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,659 shares; 2024Q4: 290,356 shares; 2025Q1: 290,429 shares; 2025Q2: 267,502 shares; 2025Q3: 220,103 shares 220,103 $35M 1.16% -47,399 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780,655 shares; 2024Q4: 652,315 shares; 2025Q1: 578,045 shares; 2025Q2: 551,535 shares; 2025Q3: 511,134 shares 511,134 $35M 1.16% -40,401 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,074 shares; 2024Q4: 132,922 shares; 2025Q1: 137,531 shares; 2025Q2: 123,256 shares; 2025Q3: 102,480 shares 102,480 $34.9M 1.16% -20,776 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,679 shares; 2024Q4: 350,771 shares; 2025Q1: 327,443 shares; 2025Q2: 333,847 shares; 2025Q3: 311,300 shares 311,300 $34.8M 1.16% -22,547 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,911 shares; 2024Q4: 67,793 shares; 2025Q1: 79,230 shares; 2025Q2: 118,999 shares; 2025Q3: 100,304 shares 100,304 $34.6M 1.15% -18,695 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,935 shares; 2024Q4: 236,466 shares; 2025Q1: 236,357 shares; 2025Q2: 255,628 shares; 2025Q3: 222,765 shares 222,765 $34.6M 1.15% -32,863 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545,560 shares; 2024Q4: 468,394 shares; 2025Q1: 411,964 shares; 2025Q2: 386,645 shares; 2025Q3: 316,962 shares 316,962 $34.5M 1.15% -69,683 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,991 shares; 2024Q4: 359,306 shares; 2025Q1: 429,422 shares; 2025Q2: 477,883 shares; 2025Q3: 423,528 shares 423,528 $34.5M 1.15% -54,355 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,734 shares; 2024Q4: 4,455 shares; 2025Q1: 268,564 shares; 2025Q2: 265,334 shares; 2025Q3: 202,411 shares 202,411 $34.5M 1.15% -62,923 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,093 shares; 2024Q4: 363,411 shares; 2025Q1: 390,631 shares; 2025Q2: 400,755 shares; 2025Q3: 363,131 shares 363,131 $34.3M 1.14% -37,624 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,180 shares; 2024Q4: 93,744 shares; 2025Q1: 96,801 shares; 2025Q2: 96,445 shares; 2025Q3: 84,455 shares 84,455 $34.2M 1.14% -11,990 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,966 shares; 2024Q4: 154,566 shares; 2025Q1: 139,955 shares; 2025Q2: 124,045 shares; 2025Q3: 126,508 shares 126,508 $34.2M 1.14% +2,463 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,968 shares; 2024Q4: 37,270 shares; 2025Q1: 834,889 shares; 2025Q2: 808,088 shares; 2025Q3: 774,503 shares 774,503 $34M 1.13% -33,585 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,815 shares; 2024Q4: 7,815 shares; 2025Q1: 404,953 shares; 2025Q2: 445,660 shares; 2025Q3: 409,864 shares 409,864 $34M 1.13% -35,796 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,533 shares; 2024Q4: 323,701 shares; 2025Q1: 259,591 shares; 2025Q2: 260,318 shares; 2025Q3: 253,290 shares 253,290 $33.9M 1.13% -7,028 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,504 shares; 2024Q4: 143,597 shares; 2025Q1: 137,857 shares; 2025Q2: 126,386 shares; 2025Q3: 121,178 shares 121,178 $33.8M 1.12% -5,208 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,473 shares; 2024Q4: 35,113 shares; 2025Q1: 35,126 shares; 2025Q2: 34,578 shares; 2025Q3: 401,059 shares 401,059 $33.7M 1.12% +366,481 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,906 shares; 2024Q4: 194,044 shares; 2025Q1: 185,568 shares; 2025Q2: 183,474 shares; 2025Q3: 182,578 shares 182,578 $33.5M 1.12% -896 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,260 shares; 2024Q4: 225,424 shares; 2025Q1: 214,328 shares; 2025Q2: 218,167 shares; 2025Q3: 218,233 shares 218,233 $33.5M 1.11% +66 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,673 shares; 2024Q4: 182,250 shares; 2025Q1: 196,217 shares; 2025Q2: 196,559 shares; 2025Q3: 166,513 shares 166,513 $33.5M 1.11% -30,046 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,739 shares; 2024Q4: 238,381 shares; 2025Q1: 233,656 shares; 2025Q2: 265,925 shares; 2025Q3: 237,273 shares 237,273 $33.3M 1.11% -28,652 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538,606 shares; 2024Q4: 611,599 shares; 2025Q1: 514,967 shares; 2025Q2: 494,491 shares; 2025Q3: 499,933 shares 499,933 $33.2M 1.1% +5,442 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 507,795 shares; 2024Q4: 593,602 shares; 2025Q1: 540,978 shares; 2025Q2: 518,924 shares; 2025Q3: 530,702 shares 530,702 $33.2M 1.1% +11,778 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,087 shares; 2024Q4: 229,267 shares; 2025Q1: 201,456 shares; 2025Q2: 209,083 shares; 2025Q3: 178,680 shares 178,680 $33.1M 1.1% -30,403 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,609 shares; 2024Q4: 171,645 shares; 2025Q1: 156,768 shares; 2025Q2: 157,332 shares; 2025Q3: 134,814 shares 134,814 $33.1M 1.1% -22,518 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,019 shares; 2024Q4: 136,383 shares; 2025Q1: 137,686 shares; 2025Q2: 139,470 shares; 2025Q3: 126,697 shares 126,697 $33M 1.1% -12,773 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,256 shares; 2024Q4: 371,438 shares; 2025Q1: 315,638 shares; 2025Q2: 386,106 shares; 2025Q3: 390,422 shares 390,422 $33M 1.1% +4,316 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,234 shares; 2024Q4: 125,570 shares; 2025Q1: 114,488 shares; 2025Q2: 106,827 shares; 2025Q3: 112,529 shares 112,529 $33M 1.1% +5,702 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 143,602 shares; 2025Q1: 168,431 shares; 2025Q2: 172,871 shares; 2025Q3: 151,245 shares 151,245 $33M 1.1% -21,626 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,497 shares; 2024Q4: 128,531 shares; 2025Q1: 116,723 shares; 2025Q2: 112,063 shares; 2025Q3: 107,858 shares 107,858 $32.8M 1.09% -4,205 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 480,209 shares; 2024Q4: 415,223 shares; 2025Q1: 312,727 shares; 2025Q2: 318,581 shares; 2025Q3: 291,475 shares 291,475 $32.4M 1.08% -27,106 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,303 shares; 2024Q4: 288,349 shares; 2025Q1: 278,749 shares; 2025Q2: 265,329 shares; 2025Q3: 233,033 shares 233,033 $32.3M 1.07% -32,296 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,543 shares; 2024Q4: 203,983 shares; 2025Q1: 203,967 shares; 2025Q2: 189,156 shares; 2025Q3: 171,732 shares 171,732 $32M 1.07% -17,424 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761,123 shares; 2024Q4: 649,791 shares; 2025Q1: 595,727 shares; 2025Q2: 716,621 shares; 2025Q3: 701,912 shares 701,912 $31.7M 1.05% -14,709 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,234 shares; 2024Q4: 402,500 shares; 2025Q1: 454,314 shares; 2025Q2: 479,055 shares; 2025Q3: 417,187 shares 417,187 $31.5M 1.05% -61,868 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,019 shares; 2024Q4: 4,827 shares; 2025Q1: 4,842 shares; 2025Q2: 4,675 shares; 2025Q3: 149,432 shares 149,432 $31.5M 1.05% +144,757 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991,772 shares; 2024Q4: 905,875 shares; 2025Q1: 1,006,310 shares; 2025Q2: 1,013,786 shares; 2025Q3: 999,221 shares 999,221 $31.4M 1.04% -14,565 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,588 shares; 2024Q4: 270,938 shares; 2025Q1: 248,464 shares; 2025Q2: 248,209 shares; 2025Q3: 251,748 shares 251,748 $31.3M 1.04% +3,539 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,988 shares; 2024Q4: 284,463 shares; 2025Q1: 282,928 shares; 2025Q2: 303,562 shares; 2025Q3: 277,163 shares 277,163 $31.1M 1.03% -26,399 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,736 shares; 2024Q4: 391,017 shares; 2025Q1: 380,561 shares; 2025Q2: 376,023 shares; 2025Q3: 387,098 shares 387,098 $30.9M 1.03% +11,075 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,837 shares; 2024Q4: 260,200 shares; 2025Q1: 231,852 shares; 2025Q2: 215,073 shares; 2025Q3: 244,096 shares 244,096 $30.9M 1.03% +29,023 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049,462 shares; 2024Q4: 1,010,955 shares; 2025Q1: 1,173,130 shares; 2025Q2: 1,335,807 shares; 2025Q3: 1,123,250 shares 1,123,250 $30.6M 1.02% -212,557 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 2,036 shares; 2025Q1: 1,951 shares; 2025Q2: 1,908 shares; 2025Q3: 104,468 shares 104,468 $30.1M 1% +102,560 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,282 shares; 2024Q4: 115,560 shares; 2025Q1: 110,419 shares; 2025Q2: 112,083 shares; 2025Q3: 108,297 shares 108,297 $27.6M 0.92% -3,786 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,831 shares; 2024Q4: 58,228 shares; 2025Q1: 56,701 shares; 2025Q2: 54,017 shares; 2025Q3: 52,606 shares 52,606 $27.2M 0.91% -1,411 Timeline SRLN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 641,275 shares; 2024Q4: 641,275 shares; 2025Q1: 641,275 shares; 2025Q2: 713,275 shares; 2025Q3: 641,275 shares 641,275 $26.7M 0.89% -72,000 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,209 shares; 2024Q4: 222,885 shares; 2025Q1: 181,582 shares; 2025Q2: 148,981 shares; 2025Q3: 156,433 shares 156,433 $25.4M 0.84% +7,452 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,712 shares; 2024Q4: 9,447 shares; 2025Q1: 10,297 shares; 2025Q2: 8,774 shares; 2025Q3: 366,183 shares 366,183 $24.2M 0.8% +357,409 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,768 shares; 2024Q4: 40,185 shares; 2025Q1: 40,185 shares; 2025Q2: 40,185 shares; 2025Q3: 38,596 shares 38,596 $23M 0.76% -1,589 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,740 shares; 2024Q4: 330,740 shares; 2025Q1: 330,740 shares; 2025Q2: 330,740 shares; 2025Q3: 330,740 shares 330,740 $21.6M 0.72% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,527 shares; 2024Q4: 39,804 shares; 2025Q1: 39,435 shares; 2025Q2: 39,435 shares; 2025Q3: 31,887 shares 31,887 $19.5M 0.65% -7,548 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,266 shares; 2024Q4: 49,266 shares; 2025Q1: 49,266 shares; 2025Q2: 49,266 shares; 2025Q3: 49,266 shares 49,266 $16.2M 0.54% 0 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470,000 shares; 2024Q4: 470,000 shares; 2025Q1: 490,000 shares; 2025Q2: 490,000 shares; 2025Q3: 490,000 shares 490,000 $13.4M 0.44% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,359 shares; 2025Q3: 30,015 shares 30,015 $13.1M 0.43% +14,656 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,501 shares; 2024Q4: 21,518 shares; 2025Q1: 19,215 shares; 2025Q2: 18,683 shares; 2025Q3: 17,575 shares 17,575 $12.9M 0.43% -1,108 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,500 shares; 2024Q4: 390,500 shares; 2025Q1: 390,500 shares; 2025Q2: 390,500 shares; 2025Q3: 390,500 shares 390,500 $12.3M 0.41% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,981 shares; 2024Q4: 57,348 shares; 2025Q1: 58,057 shares; 2025Q2: 56,272 shares; 2025Q3: 55,732 shares 55,732 $12.2M 0.41% -540 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,991 shares; 2024Q4: 63,941 shares; 2025Q1: 57,922 shares; 2025Q2: 57,831 shares; 2025Q3: 49,306 shares 49,306 $12M 0.4% -8,525 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,895 shares; 2024Q4: 303,561 shares; 2025Q1: 322,459 shares; 2025Q2: 317,340 shares; 2025Q3: 126,096 shares 126,096 $11.8M 0.39% -191,244 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,087 shares; 2024Q4: 24,087 shares; 2025Q1: 24,087 shares; 2025Q2: 24,087 shares; 2025Q3: 24,087 shares 24,087 $11.3M 0.38% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,200 shares; 2024Q4: 580,200 shares; 2025Q1: 580,200 shares; 2025Q2: 580,200 shares; 2025Q3: 580,200 shares 580,200 $11.3M 0.37% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,845 shares; 2024Q4: 118,845 shares; 2025Q1: 118,845 shares; 2025Q2: 118,845 shares; 2025Q3: 118,845 shares 118,845 $10.4M 0.34% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,775 shares; 2025Q3: 50,885 shares 50,885 $10.2M 0.34% +24,110 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,939 shares; 2024Q4: 64,939 shares; 2025Q1: 50,939 shares; 2025Q2: 50,939 shares; 2025Q3: 41,524 shares 41,524 $10M 0.33% -9,415 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,319 shares; 2024Q4: 36,327 shares; 2025Q1: 30,616 shares; 2025Q2: 28,045 shares; 2025Q3: 28,116 shares 28,116 $9.28M 0.31% +71 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,998 shares; 2024Q4: 137,998 shares; 2025Q1: 137,998 shares; 2025Q2: 137,998 shares; 2025Q3: 137,998 shares 137,998 $9.1M 0.3% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,275 shares; 2024Q4: 65,275 shares; 2025Q1: 65,275 shares; 2025Q2: 114,263 shares; 2025Q3: 151,091 shares 151,091 $9.05M 0.3% +36,828 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,193 shares; 2024Q4: 44,404 shares; 2025Q1: 44,404 shares; 2025Q2: 86,310 shares; 2025Q3: 74,770 shares 74,770 $9.03M 0.3% -11,540 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,235 shares; 2024Q4: 6,235 shares; 2025Q1: 6,235 shares; 2025Q2: 6,235 shares; 2025Q3: 6,235 shares 6,235 $7.98M 0.27% 0 LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,204 shares; 2024Q4: 10,615 shares; 2025Q1: 9,396 shares; 2025Q2: 10,429 shares; 2025Q3: 10,269 shares 10,269 $7.84M 0.26% -160 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,178 shares; 2024Q4: 26,507 shares; 2025Q1: 23,019 shares; 2025Q2: 23,019 shares; 2025Q3: 22,861 shares 22,861 $7.8M 0.26% -158 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,065 shares; 2024Q4: 6,065 shares; 2025Q1: 6,065 shares; 2025Q2: 6,065 shares; 2025Q3: 6,065 shares 6,065 $7.49M 0.25% 0 TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,754 shares; 2024Q4: 17,057 shares; 2025Q1: 17,226 shares; 2025Q2: 16,669 shares; 2025Q3: 16,669 shares 16,669 $7.41M 0.25% 0 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,030 shares; 2024Q4: 144,030 shares; 2025Q1: 144,030 shares; 2025Q2: 144,030 shares; 2025Q3: 144,030 shares 144,030 $7.26M 0.24% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,087 shares; 2024Q4: 14,756 shares; 2025Q1: 12,872 shares; 2025Q2: 12,805 shares; 2025Q3: 12,236 shares 12,236 $6.96M 0.23% -569 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,615 shares; 2024Q4: 70,615 shares; 2025Q1: 63,734 shares; 2025Q2: 48,426 shares; 2025Q3: 48,426 shares 48,426 $6.9M 0.23% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,882 shares; 2024Q4: 60,882 shares; 2025Q1: 60,379 shares; 2025Q2: 47,016 shares; 2025Q3: 47,016 shares 47,016 $6.57M 0.22% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,038 shares; 2024Q4: 72,882 shares; 2025Q1: 67,602 shares; 2025Q2: 66,737 shares; 2025Q3: 63,458 shares 63,458 $6.54M 0.22% -3,279 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,765 shares; 2024Q4: 26,866 shares; 2025Q1: 27,230 shares; 2025Q2: 25,869 shares; 2025Q3: 25,765 shares 25,765 $6.28M 0.21% -104 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,900 shares; 2024Q4: 32,790 shares; 2025Q1: 33,054 shares; 2025Q2: 33,067 shares; 2025Q3: 30,359 shares 30,359 $6.22M 0.21% -2,708 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,056 shares; 2025Q1: 60,613 shares; 2025Q2: 58,610 shares; 2025Q3: 46,275 shares 46,275 $6.2M 0.21% -12,335 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,395 shares; 2024Q4: 58,395 shares; 2025Q1: 58,395 shares; 2025Q2: 75,158 shares; 2025Q3: 75,158 shares 75,158 $6.1M 0.2% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,111 shares; 2024Q4: 7,822 shares; 2025Q1: 6,435 shares; 2025Q2: 6,520 shares; 2025Q3: 6,413 shares 6,413 $5.94M 0.2% -107 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,410 shares; 2024Q4: 11,829 shares; 2025Q1: 11,783 shares; 2025Q2: 11,387 shares; 2025Q3: 11,387 shares 11,387 $5.72M 0.19% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 6,028 shares; 2025Q1: 6,508 shares; 2025Q2: 6,283 shares; 2025Q3: 19,021 shares 19,021 $5.72M 0.19% +12,738 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,064 shares; 2024Q4: 8,018 shares; 2025Q1: 6,616 shares; 2025Q2: 6,318 shares; 2025Q3: 5,264 shares 5,264 $5.68M 0.19% -1,054 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,359 shares; 2024Q4: 9,544 shares; 2025Q1: 8,820 shares; 2025Q2: 7,673 shares; 2025Q3: 7,996 shares 7,996 $5.46M 0.18% +323 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,754 shares; 2025Q2: 100,754 shares; 2025Q3: 100,754 shares 100,754 $5.45M 0.18% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,246 shares; 2024Q4: 8,932 shares; 2025Q1: 9,091 shares; 2025Q2: 8,687 shares; 2025Q3: 43,956 shares 43,956 $5.44M 0.18% +35,269 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,218 shares; 2025Q1: 5,759 shares; 2025Q2: 5,673 shares; 2025Q3: 16,315 shares 16,315 $5.42M 0.18% +10,642 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,775 shares; 2024Q4: 45,473 shares; 2025Q1: 41,265 shares; 2025Q2: 41,592 shares; 2025Q3: 37,238 shares 37,238 $5.38M 0.18% -4,354 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,041 shares; 2024Q4: 11,582 shares; 2025Q1: 10,285 shares; 2025Q2: 13,132 shares; 2025Q3: 10,937 shares 10,937 $5.3M 0.18% -2,195 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,628 shares; 2024Q4: 66,355 shares; 2025Q1: 55,647 shares; 2025Q2: 51,826 shares; 2025Q3: 53,247 shares 53,247 $5.08M 0.17% +1,421 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,617 shares; 2024Q4: 46,711 shares; 2025Q1: 43,598 shares; 2025Q2: 44,041 shares; 2025Q3: 41,284 shares 41,284 $4.73M 0.16% -2,757 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,730 shares; 2024Q4: 17,261 shares; 2025Q1: 18,246 shares; 2025Q2: 20,051 shares; 2025Q3: 19,893 shares 19,893 $4.71M 0.16% -158 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,175 shares; 2024Q4: 33,718 shares; 2025Q1: 27,559 shares; 2025Q2: 27,816 shares; 2025Q3: 27,414 shares 27,414 $4.62M 0.15% -402 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,742 shares; 2024Q4: 20,554 shares; 2025Q1: 16,842 shares; 2025Q2: 17,874 shares; 2025Q3: 16,832 shares 16,832 $4.61M 0.15% -1,042 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,009 shares; 2025Q1: 930 shares; 2025Q2: 882 shares; 2025Q3: 845 shares 845 $4.56M 0.15% -37 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,076 shares; 2024Q4: 77,076 shares; 2025Q1: 77,076 shares; 2025Q2: 77,076 shares; 2025Q3: 77,076 shares 77,076 $4.52M 0.15% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,292 shares; 2024Q4: 20,534 shares; 2025Q1: 16,247 shares; 2025Q2: 16,989 shares; 2025Q3: 18,158 shares 18,158 $4.48M 0.15% +1,169 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,259 shares; 2024Q4: 24,277 shares; 2025Q1: 21,400 shares; 2025Q2: 23,581 shares; 2025Q3: 22,445 shares 22,445 $4.45M 0.15% -1,136 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,412 shares; 2025Q1: 1,412 shares; 2025Q2: 1,433 shares; 2025Q3: 19,371 shares 19,371 $4.45M 0.15% +17,938 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,578 shares; 2024Q4: 20,947 shares; 2025Q1: 17,833 shares; 2025Q2: 19,024 shares; 2025Q3: 20,462 shares 20,462 $4.12M 0.14% +1,438 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,870 shares; 2024Q4: 20,453 shares; 2025Q1: 17,405 shares; 2025Q2: 17,708 shares; 2025Q3: 18,211 shares 18,211 $4.02M 0.13% +503 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,033 shares; 2024Q4: 67,663 shares; 2025Q1: 53,199 shares; 2025Q2: 67,132 shares; 2025Q3: 55,751 shares 55,751 $3.89M 0.13% -11,381 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,283 shares; 2024Q4: 22,283 shares; 2025Q1: 68,083 shares; 2025Q2: 70,131 shares; 2025Q3: 70,131 shares 70,131 $3.74M 0.12% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,835 shares; 2024Q4: 46,835 shares; 2025Q1: 40,944 shares; 2025Q2: 40,350 shares; 2025Q3: 40,350 shares 40,350 $3.69M 0.12% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,177 shares; 2024Q4: 43,177 shares; 2025Q1: 43,089 shares; 2025Q2: 43,011 shares; 2025Q3: 43,011 shares 43,011 $3.54M 0.12% 0 Timeline ZIFF DAVIS INC ZIFF DAVIS INC More: the full row for ZIFF DAVIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600,000 shares; 2024Q4: 3,600,000 shares; 2025Q1: 3,600,000 shares; 2025Q2: 3,600,000 shares; 2025Q3: 3,600,000 shares 3,600,000 $3.47M 0.12% 0 NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 2,686 shares; 2025Q1: 2,731 shares; 2025Q2: 2,628 shares; 2025Q3: 2,628 shares 2,628 $3.15M 0.1% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,980 shares; 2024Q4: 118,182 shares; 2025Q1: 120,481 shares; 2025Q2: 122,752 shares; 2025Q3: 124,984 shares 124,984 $3.1M 0.1% +2,232 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,535 shares; 2024Q4: 10,535 shares; 2025Q1: 10,535 shares; 2025Q2: 10,535 shares; 2025Q3: 10,535 shares 10,535 $3.09M 0.1% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,422 shares; 2024Q4: 11,119 shares; 2025Q1: 10,768 shares; 2025Q2: 10,452 shares; 2025Q3: 10,452 shares 10,452 $2.94M 0.1% 0 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,706 shares; 2024Q4: 50,706 shares; 2025Q1: 50,706 shares; 2025Q2: 97,267 shares; 2025Q3: 97,267 shares 97,267 $2.89M 0.1% 0 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,080 shares; 2024Q4: 124,080 shares; 2025Q1: 124,080 shares; 2025Q2: 124,080 shares; 2025Q3: 124,080 shares 124,080 $2.87M 0.1% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,292 shares; 2024Q4: 34,049 shares; 2025Q1: 34,049 shares; 2025Q2: 33,994 shares; 2025Q3: 33,994 shares 33,994 $2.58M 0.09% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,084 shares; 2024Q4: 9,084 shares; 2025Q1: 9,084 shares; 2025Q2: 9,084 shares; 2025Q3: 9,084 shares 9,084 $2.31M 0.08% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,236 shares; 2025Q2: 19,236 shares; 2025Q3: 19,236 shares 19,236 $2.3M 0.08% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,394 shares; 2024Q4: 27,896 shares; 2025Q1: 26,903 shares; 2025Q2: 26,054 shares; 2025Q3: 26,054 shares 26,054 $2.18M 0.07% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,895 shares; 2025Q1: 10,873 shares; 2025Q2: 11,556 shares; 2025Q3: 11,687 shares 11,687 $2.13M 0.07% +131 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,430 shares; 2024Q4: 33,365 shares; 2025Q1: 33,365 shares; 2025Q2: 33,041 shares; 2025Q3: 33,041 shares 33,041 $2.02M 0.07% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,035 shares; 2024Q4: 143,035 shares; 2025Q1: 79,001 shares; 2025Q2: 79,001 shares; 2025Q3: 20,598 shares 20,598 $1.99M 0.07% -58,403 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,343 shares; 2024Q4: 41,470 shares; 2025Q1: 44,731 shares; 2025Q2: 38,029 shares; 2025Q3: 38,029 shares 38,029 $1.96M 0.07% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,086 shares; 2024Q4: 70,838 shares; 2025Q1: 70,466 shares; 2025Q2: 68,870 shares; 2025Q3: 68,870 shares 68,870 $1.75M 0.06% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,217 shares; 2025Q1: 2,206 shares; 2025Q2: 2,135 shares; 2025Q3: 2,135 shares 2,135 $1.7M 0.06% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,000 shares; 2025Q2: 36,000 shares; 2025Q3: 36,000 shares 36,000 $1.69M 0.06% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,849 shares; 2024Q4: 10,163 shares; 2025Q1: 10,174 shares; 2025Q2: 9,854 shares; 2025Q3: 9,854 shares 9,854 $1.59M 0.05% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,350 shares; 2024Q4: 14,881 shares; 2025Q1: 14,793 shares; 2025Q2: 14,352 shares; 2025Q3: 14,352 shares 14,352 $1.46M 0.05% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,914 shares; 2024Q4: 12,516 shares; 2025Q1: 12,637 shares; 2025Q2: 12,594 shares; 2025Q3: 12,594 shares 12,594 $1.44M 0.05% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 3,025 shares; 2025Q1: 2,980 shares; 2025Q2: 2,829 shares; 2025Q3: 2,829 shares 2,829 $1.34M 0.04% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,427 shares 5,427 $1.32M 0.04% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,050 shares 6,050 $1.31M 0.04% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,115 shares; 2024Q4: 6,272 shares; 2025Q1: 6,272 shares; 2025Q2: 6,272 shares; 2025Q3: 6,227 shares 6,227 $1.29M 0.04% -45 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,746 shares; 2024Q4: 41,664 shares; 2025Q1: 57,688 shares; 2025Q2: 44,132 shares; 2025Q3: 44,132 shares 44,132 $1.25M 0.04% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,866 shares; 2024Q4: 7,200 shares; 2025Q1: 7,311 shares; 2025Q2: 7,040 shares; 2025Q3: 7,040 shares 7,040 $1.18M 0.04% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,552 shares; 2024Q4: 12,955 shares; 2025Q1: 12,739 shares; 2025Q2: 12,877 shares; 2025Q3: 12,262 shares 12,262 $1.17M 0.04% -615 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,239 shares; 2025Q1: 1,252 shares; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares 1,199 $1.1M 0.04% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,295 shares; 2024Q4: 10,516 shares; 2025Q1: 11,536 shares; 2025Q2: 11,141 shares; 2025Q3: 11,141 shares 11,141 $1.09M 0.04% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,319 shares; 2024Q4: 1,580 shares; 2025Q1: 1,750 shares; 2025Q2: 1,691 shares; 2025Q3: 1,727 shares 1,727 $1.06M 0.04% +36 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,834 shares; 2024Q4: 4,939 shares; 2025Q1: 4,111 shares; 2025Q2: 3,973 shares; 2025Q3: 3,732 shares 3,732 $1.05M 0.04% -241 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 4,005 shares; 2025Q1: 3,308 shares; 2025Q2: 3,202 shares; 2025Q3: 2,953 shares 2,953 $1.04M 0.03% -249 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,847 shares; 2024Q4: 4,319 shares; 2025Q1: 4,273 shares; 2025Q2: 4,142 shares; 2025Q3: 4,142 shares 4,142 $1.04M 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 3,629 shares; 2025Q1: 2,698 shares; 2025Q2: 2,632 shares; 2025Q3: 2,302 shares 2,302 $1.03M 0.03% -330 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,418 shares; 2024Q4: 13,929 shares; 2025Q1: 14,089 shares; 2025Q2: 13,611 shares; 2025Q3: 13,611 shares 13,611 $1.03M 0.03% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,864 shares; 2024Q4: 3,907 shares; 2025Q1: 4,608 shares; 2025Q2: 4,569 shares; 2025Q3: 4,655 shares 4,655 $1M 0.03% +86 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,296 shares; 2024Q4: 16,895 shares; 2025Q1: 16,821 shares; 2025Q2: 16,683 shares; 2025Q3: 16,683 shares 16,683 $997K 0.03% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,789 shares; 2025Q1: 6,825 shares; 2025Q2: 6,584 shares; 2025Q3: 6,584 shares 6,584 $959K 0.03% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 4,045 shares; 2025Q1: 4,027 shares; 2025Q2: 3,889 shares; 2025Q3: 3,889 shares 3,889 $959K 0.03% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,648 shares; 2024Q4: 9,375 shares; 2025Q1: 9,384 shares; 2025Q2: 9,130 shares; 2025Q3: 9,130 shares 9,130 $891K 0.03% 0 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,380 shares; 2024Q4: 11,380 shares; 2025Q1: 11,380 shares; 2025Q2: 11,380 shares; 2025Q3: 11,380 shares 11,380 $884K 0.03% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,796 shares; 2024Q4: 11,558 shares; 2025Q1: 11,764 shares; 2025Q2: 11,650 shares; 2025Q3: 11,650 shares 11,650 $850K 0.03% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 2,520 shares; 2025Q1: 2,551 shares; 2025Q2: 2,482 shares; 2025Q3: 2,259 shares 2,259 $835K 0.03% -223 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,666 shares; 2024Q4: 27,994 shares; 2025Q1: 14,938 shares; 2025Q2: 14,650 shares; 2025Q3: 13,164 shares 13,164 $834K 0.03% -1,486 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,187 shares; 2024Q4: 2,429 shares; 2025Q1: 2,385 shares; 2025Q2: 3,809 shares; 2025Q3: 3,900 shares 3,900 $829K 0.03% +91 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 3,005 shares; 2025Q1: 2,778 shares; 2025Q2: 2,830 shares; 2025Q3: 2,830 shares 2,830 $817K 0.03% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,886 shares; 2024Q4: 5,057 shares; 2025Q1: 2,239 shares; 2025Q2: 2,142 shares; 2025Q3: 2,142 shares 2,142 $802K 0.03% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,932 shares; 2024Q4: 4,122 shares; 2025Q1: 3,125 shares; 2025Q2: 3,011 shares; 2025Q3: 2,780 shares 2,780 $785K 0.03% -231 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,538 shares; 2024Q4: 2,682 shares; 2025Q1: 1,992 shares; 2025Q2: 1,935 shares; 2025Q3: 1,593 shares 1,593 $775K 0.03% -342 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,726 shares; 2025Q3: 6,348 shares 6,348 $758K 0.03% +3,622 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,259 shares; 2024Q4: 22,650 shares; 2025Q1: 23,218 shares; 2025Q2: 21,983 shares; 2025Q3: 21,666 shares 21,666 $727K 0.02% -317 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,148 shares; 2025Q1: 1,660 shares; 2025Q2: 1,613 shares; 2025Q3: 1,580 shares 1,580 $722K 0.02% -33 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 1,741 shares; 2025Q1: 1,741 shares; 2025Q2: 1,666 shares; 2025Q3: 1,666 shares 1,666 $703K 0.02% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 458 shares; 2025Q1: 441 shares; 2025Q2: 6,435 shares; 2025Q3: 6,435 shares 6,435 $694K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 2,098 shares; 2025Q1: 2,098 shares; 2025Q2: 2,017 shares; 2025Q3: 2,017 shares 2,017 $664K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,373 shares; 2024Q4: 7,094 shares; 2025Q1: 7,233 shares; 2025Q2: 6,974 shares; 2025Q3: 6,974 shares 6,974 $661K 0.02% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,864 shares; 2025Q1: 10,307 shares; 2025Q2: 9,840 shares; 2025Q3: 10,189 shares 10,189 $660K 0.02% +349 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 973 shares; 2025Q1: 1,136 shares; 2025Q2: 1,271 shares; 2025Q3: 1,271 shares 1,271 $623K 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,070 shares; 2025Q1: 1,033 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares 1,011 $616K 0.02% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: 2,832 shares; 2025Q1: 3,175 shares; 2025Q2: 3,011 shares; 2025Q3: 3,011 shares 3,011 $613K 0.02% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,503 shares; 2024Q4: 1,414 shares; 2025Q1: 1,586 shares; 2025Q2: 1,544 shares; 2025Q3: 1,544 shares 1,544 $605K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,367 shares; 2024Q4: 8,254 shares; 2025Q1: 8,254 shares; 2025Q2: 7,929 shares; 2025Q3: 7,929 shares 7,929 $598K 0.02% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,259 shares; 2024Q4: 3,199 shares; 2025Q1: 3,199 shares; 2025Q2: 3,104 shares; 2025Q3: 3,104 shares 3,104 $597K 0.02% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 832 shares; 2025Q1: 799 shares; 2025Q2: 771 shares; 2025Q3: 771 shares 771 $596K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,421 shares; 2025Q1: 1,764 shares; 2025Q2: 1,691 shares; 2025Q3: 1,691 shares 1,691 $594K 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,118 shares; 2024Q4: 3,277 shares; 2025Q1: 3,428 shares; 2025Q2: 3,331 shares; 2025Q3: 3,331 shares 3,331 $593K 0.02% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,386 shares; 2024Q4: 3,248 shares; 2025Q1: 3,544 shares; 2025Q2: 3,417 shares; 2025Q3: 3,417 shares 3,417 $584K 0.02% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,697 shares; 2024Q4: 5,199 shares; 2025Q1: 5,285 shares; 2025Q2: 5,068 shares; 2025Q3: 5,068 shares 5,068 $580K 0.02% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 2,319 shares; 2025Q1: 2,546 shares; 2025Q2: 2,411 shares; 2025Q3: 2,411 shares 2,411 $577K 0.02% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: 1,616 shares; 2025Q1: 1,648 shares; 2025Q2: 1,596 shares; 2025Q3: 1,596 shares 1,596 $569K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 785 shares; 2025Q1: 785 shares; 2025Q2: 747 shares; 2025Q3: 747 shares 747 $566K 0.02% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,667 shares; 2024Q4: 31,667 shares; 2025Q1: 31,667 shares; 2025Q2: 31,667 shares; 2025Q3: 31,667 shares 31,667 $543K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,482 shares; 2024Q4: 4,278 shares; 2025Q1: 4,278 shares; 2025Q2: 4,127 shares; 2025Q3: 4,127 shares 4,127 $541K 0.02% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,517 shares; 2024Q4: 15,643 shares; 2025Q1: 19,922 shares; 2025Q2: 19,773 shares; 2025Q3: 18,688 shares 18,688 $529K 0.02% -1,085 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,760 shares; 2024Q4: 16,162 shares; 2025Q1: 15,601 shares; 2025Q2: 14,042 shares; 2025Q3: 14,629 shares 14,629 $519K 0.02% +587 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 1,825 shares; 2025Q1: 1,794 shares; 2025Q2: 1,728 shares; 2025Q3: 1,728 shares 1,728 $519K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 3,544 shares; 2025Q1: 5,412 shares; 2025Q2: 3,339 shares; 2025Q3: 3,339 shares 3,339 $518K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,086 shares 7,086 $507K 0.02% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,269 shares; 2025Q1: 1,231 shares; 2025Q2: 1,169 shares; 2025Q3: 1,169 shares 1,169 $498K 0.02% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,587 shares; 2024Q4: 14,587 shares; 2025Q1: 18,383 shares; 2025Q2: 15,800 shares; 2025Q3: 15,509 shares 15,509 $496K 0.02% -291 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,893 shares; 2024Q4: 3,838 shares; 2025Q1: 3,745 shares; 2025Q2: 3,635 shares; 2025Q3: 3,635 shares 3,635 $494K 0.02% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 3,116 shares; 2025Q1: 2,662 shares; 2025Q2: 2,562 shares; 2025Q3: 2,562 shares 2,562 $494K 0.02% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,238 shares 8,238 $488K 0.02% new CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,848 shares; 2024Q4: 2,848 shares; 2025Q1: 2,346 shares; 2025Q2: 2,305 shares; 2025Q3: 2,305 shares 2,305 $473K 0.02% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,463 shares; 2024Q4: 5,450 shares; 2025Q1: 4,768 shares; 2025Q2: 3,668 shares; 2025Q3: 3,668 shares 3,668 $473K 0.02% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,984 shares; 2024Q4: 4,027 shares; 2025Q1: 4,027 shares; 2025Q2: 3,809 shares; 2025Q3: 3,809 shares 3,809 $471K 0.02% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 1,390 shares; 2025Q1: 1,467 shares; 2025Q2: 1,455 shares; 2025Q3: 1,455 shares 1,455 $471K 0.02% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,668 shares; 2024Q4: 4,405 shares; 2025Q1: 4,376 shares; 2025Q2: 4,246 shares; 2025Q3: 4,246 shares 4,246 $467K 0.02% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,360 shares; 2024Q4: 7,267 shares; 2025Q1: 7,173 shares; 2025Q2: 6,857 shares; 2025Q3: 6,857 shares 6,857 $460K 0.02% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,906 shares; 2024Q4: 9,906 shares; 2025Q1: 9,694 shares; 2025Q2: 9,468 shares; 2025Q3: 9,468 shares 9,468 $458K 0.02% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,387 shares; 2025Q1: 3,361 shares; 2025Q2: 3,511 shares; 2025Q3: 3,511 shares 3,511 $456K 0.02% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 342 shares; 2025Q1: 342 shares; 2025Q2: 330 shares; 2025Q3: 342 shares 342 $451K 0.01% +12 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,149 shares; 2024Q4: 5,460 shares; 2025Q1: 5,493 shares; 2025Q2: 5,266 shares; 2025Q3: 5,266 shares 5,266 $444K 0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,411 shares; 2024Q4: 2,413 shares; 2025Q1: 1,539 shares; 2025Q2: 1,507 shares; 2025Q3: 1,280 shares 1,280 $443K 0.01% -227 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 1,309 shares; 2025Q1: 1,376 shares; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares 1,427 $442K 0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,609 shares 1,609 $438K 0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 816 shares; 2025Q1: 816 shares; 2025Q2: 776 shares; 2025Q3: 881 shares 881 $435K 0.01% +105 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,332 shares; 2024Q4: 5,969 shares; 2025Q1: 5,969 shares; 2025Q2: 6,200 shares; 2025Q3: 5,924 shares 5,924 $434K 0.01% -276 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 1,401 shares; 2025Q1: 1,355 shares; 2025Q2: 1,327 shares; 2025Q3: 1,327 shares 1,327 $429K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 550 shares; 2025Q1: 553 shares; 2025Q2: 540 shares; 2025Q3: 540 shares 540 $423K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,933 shares; 2024Q4: 3,864 shares; 2025Q1: 3,864 shares; 2025Q2: 3,759 shares; 2025Q3: 3,759 shares 3,759 $423K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,065 shares; 2024Q4: 3,029 shares; 2025Q1: 3,029 shares; 2025Q2: 2,871 shares; 2025Q3: 2,871 shares 2,871 $420K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,314 shares; 2025Q3: 1,314 shares 1,314 $417K 0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,365 shares; 2024Q4: 5,041 shares; 2025Q1: 5,041 shares; 2025Q2: 5,041 shares; 2025Q3: 3,771 shares 3,771 $417K 0.01% -1,270 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: 1,267 shares; 2025Q1: 657 shares; 2025Q2: 640 shares; 2025Q3: 430 shares 430 $411K 0.01% -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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,094 shares; 2024Q4: 4,009 shares; 2025Q1: 4,009 shares; 2025Q2: 4,009 shares; 2025Q3: 2,882 shares 2,882 $408K 0.01% -1,127 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,981 shares; 2025Q2: 1,962 shares; 2025Q3: 2,068 shares 2,068 $406K 0.01% +106 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 974 shares; 2025Q3: 974 shares 974 $404K 0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 1,534 shares; 2025Q1: 1,534 shares; 2025Q2: 1,473 shares; 2025Q3: 1,473 shares 1,473 $402K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 2,035 shares; 2025Q1: 1,963 shares; 2025Q2: 1,816 shares; 2025Q3: 1,816 shares 1,816 $399K 0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,780 shares; 2025Q1: 1,921 shares; 2025Q2: 2,018 shares; 2025Q3: 2,018 shares 2,018 $395K 0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,189 shares; 2025Q1: 2,171 shares; 2025Q2: 2,089 shares; 2025Q3: 2,089 shares 2,089 $392K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,597 shares; 2024Q4: 9,932 shares; 2025Q1: 9,932 shares; 2025Q2: 9,932 shares; 2025Q3: 5,670 shares 5,670 $385K 0.01% -4,262 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,771 shares; 2024Q4: 5,634 shares; 2025Q1: 5,853 shares; 2025Q2: 5,664 shares; 2025Q3: 5,664 shares 5,664 $381K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,132 shares; 2024Q4: 4,033 shares; 2025Q1: 4,033 shares; 2025Q2: 7,772 shares; 2025Q3: 7,772 shares 7,772 $381K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,606 shares; 2024Q4: 2,559 shares; 2025Q1: 2,559 shares; 2025Q2: 2,477 shares; 2025Q3: 2,477 shares 2,477 $377K 0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 759 shares; 2025Q1: 739 shares; 2025Q2: 756 shares; 2025Q3: 756 shares 756 $377K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 642 shares; 2025Q1: 856 shares; 2025Q2: 819 shares; 2025Q3: 819 shares 819 $375K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 1,842 shares; 2025Q1: 1,800 shares; 2025Q2: 1,736 shares; 2025Q3: 1,736 shares 1,736 $373K 0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,685 shares; 2024Q4: 5,226 shares; 2025Q1: 5,226 shares; 2025Q2: 5,226 shares; 2025Q3: 3,255 shares 3,255 $371K 0.01% -1,971 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 4,534 shares; 2025Q1: 3,452 shares; 2025Q2: 3,366 shares; 2025Q3: 2,180 shares 2,180 $369K 0.01% -1,186 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 220 shares; 2025Q1: 86 shares; 2025Q2: 85 shares; 2025Q3: 85 shares 85 $365K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,915 shares; 2024Q4: 3,842 shares; 2025Q1: 3,842 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares 3,700 $364K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,567 shares; 2024Q4: 6,535 shares; 2025Q1: 6,327 shares; 2025Q2: 5,902 shares; 2025Q3: 5,902 shares 5,902 $360K 0.01% 0 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,000 shares; 2024Q4: 43,050 shares; 2025Q1: 43,050 shares; 2025Q2: 43,050 shares; 2025Q3: 43,050 shares 43,050 $352K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,051 shares; 2024Q4: 9,312 shares; 2025Q1: 9,312 shares; 2025Q2: 8,938 shares; 2025Q3: 8,938 shares 8,938 $350K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 1,189 shares; 2025Q1: 1,189 shares; 2025Q2: 1,176 shares; 2025Q3: 1,110 shares 1,110 $347K 0.01% -66 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares 2,279 $346K 0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,446 shares; 2025Q1: 6,368 shares; 2025Q2: 6,363 shares; 2025Q3: 6,363 shares 6,363 $346K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: 2,205 shares; 2025Q1: 2,238 shares; 2025Q2: 2,180 shares; 2025Q3: 2,180 shares 2,180 $343K 0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,019 shares; 2025Q1: 1,387 shares; 2025Q2: 1,322 shares; 2025Q3: 1,322 shares 1,322 $343K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 1,929 shares; 2025Q1: 1,929 shares; 2025Q2: 1,829 shares; 2025Q3: 1,829 shares 1,829 $342K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: 3,924 shares; 2025Q1: 3,924 shares; 2025Q2: 3,798 shares; 2025Q3: 3,798 shares 3,798 $342K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,479 shares; 2024Q4: 8,995 shares; 2025Q1: 8,995 shares; 2025Q2: 8,694 shares; 2025Q3: 8,694 shares 8,694 $341K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 1,106 shares; 2025Q1: 1,106 shares; 2025Q2: 1,058 shares; 2025Q3: 714 shares 714 $340K 0.01% -344 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 1,671 shares; 2025Q1: 1,749 shares; 2025Q2: 1,686 shares; 2025Q3: 1,686 shares 1,686 $340K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,622 shares; 2024Q4: 5,243 shares; 2025Q1: 5,110 shares; 2025Q2: 5,209 shares; 2025Q3: 4,937 shares 4,937 $333K 0.01% -272 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,640 shares; 2024Q4: 10,640 shares; 2025Q1: 10,640 shares; 2025Q2: 10,640 shares; 2025Q3: 10,640 shares 10,640 $333K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,049 shares; 2024Q4: 3,711 shares; 2025Q1: 3,771 shares; 2025Q2: 3,619 shares; 2025Q3: 3,619 shares 3,619 $329K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,722 shares; 2024Q4: 66,021 shares; 2025Q1: 1,214 shares; 2025Q2: 670 shares; 2025Q3: 670 shares 670 $329K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 975 shares 975 $329K 0.01% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,887 shares; 2024Q4: 1,354 shares; 2025Q1: 1,326 shares; 2025Q2: 1,260 shares; 2025Q3: 1,260 shares 1,260 $328K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 901 shares; 2025Q1: 941 shares; 2025Q2: 917 shares; 2025Q3: 917 shares 917 $321K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,197 shares; 2024Q4: 3,916 shares; 2025Q1: 3,916 shares; 2025Q2: 3,756 shares; 2025Q3: 3,756 shares 3,756 $316K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 4,228 shares; 2025Q1: 4,400 shares; 2025Q2: 4,324 shares; 2025Q3: 3,903 shares 3,903 $315K 0.01% -421 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,569 shares; 2024Q4: 3,851 shares; 2025Q1: 3,839 shares; 2025Q2: 3,708 shares; 2025Q3: 3,708 shares 3,708 $310K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,580 shares; 2024Q4: 4,199 shares; 2025Q1: 4,046 shares; 2025Q2: 3,841 shares; 2025Q3: 3,841 shares 3,841 $302K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,719 shares; 2024Q4: 3,639 shares; 2025Q1: 3,639 shares; 2025Q2: 3,510 shares; 2025Q3: 3,510 shares 3,510 $293K 0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 551 shares; 2025Q1: 548 shares; 2025Q2: 520 shares; 2025Q3: 520 shares 520 $292K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,675 shares; 2025Q1: 1,278 shares; 2025Q2: 1,216 shares; 2025Q3: 1,216 shares 1,216 $287K 0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,770 shares; 2025Q2: 2,138 shares; 2025Q3: 2,138 shares 2,138 $285K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,611 shares; 2024Q4: 3,611 shares; 2025Q1: 3,472 shares; 2025Q2: 3,458 shares; 2025Q3: 3,458 shares 3,458 $285K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 4,901 shares; 2025Q1: 4,901 shares; 2025Q2: 4,662 shares; 2025Q3: 4,662 shares 4,662 $278K 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 291 shares; 2025Q3: 291 shares 291 $277K 0.01% 0 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,250 shares; 2024Q4: 11,150 shares; 2025Q1: 11,150 shares; 2025Q2: 11,150 shares; 2025Q3: 11,150 shares 11,150 $277K 0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 913 shares; 2025Q1: 913 shares; 2025Q2: 893 shares; 2025Q3: 893 shares 893 $275K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,146 shares 1,146 $271K 0.01% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,783 shares; 2024Q4: 2,730 shares; 2025Q1: 4,663 shares; 2025Q2: 2,603 shares; 2025Q3: 2,603 shares 2,603 $270K 0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,303 shares; 2025Q1: 1,234 shares; 2025Q2: 1,169 shares; 2025Q3: 1,169 shares 1,169 $266K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,675 shares; 2024Q4: 10,367 shares; 2025Q1: 4,483 shares; 2025Q2: 2,890 shares; 2025Q3: 2,890 shares 2,890 $259K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,888 shares; 2025Q1: 2,888 shares; 2025Q2: 2,761 shares; 2025Q3: 2,761 shares 2,761 $257K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 398 shares; 2025Q3: 398 shares 398 $254K 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 867 shares; 2025Q3: 1,055 shares 1,055 $254K 0.01% +188 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,327 shares; 2025Q3: 1,327 shares 1,327 $249K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 1,934 shares; 2025Q1: 2,017 shares; 2025Q2: 1,936 shares; 2025Q3: 1,936 shares 1,936 $248K 0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 459 shares; 2025Q1: 459 shares; 2025Q2: 437 shares; 2025Q3: 437 shares 437 $248K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,743 shares; 2024Q4: 4,440 shares; 2025Q1: 3,292 shares; 2025Q2: 3,142 shares; 2025Q3: 3,142 shares 3,142 $244K 0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,030 shares 2,030 $244K 0.01% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,672 shares; 2024Q4: 6,362 shares; 2025Q1: 9,892 shares; 2025Q2: 5,312 shares; 2025Q3: 5,312 shares 5,312 $243K 0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 338 shares; 2025Q3: 338 shares 338 $243K 0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,010 shares; 2024Q4: 1,901 shares; 2025Q1: 2,023 shares; 2025Q2: 1,954 shares; 2025Q3: 1,954 shares 1,954 $237K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,537 shares; 2025Q2: 1,507 shares; 2025Q3: 1,507 shares 1,507 $237K 0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,628 shares 1,628 $231K 0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,679 shares; 2025Q2: 2,587 shares; 2025Q3: 2,587 shares 2,587 $229K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 3,398 shares; 2025Q1: 3,547 shares; 2025Q2: 3,410 shares; 2025Q3: 3,410 shares 3,410 $229K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,314 shares; 2024Q4: 3,669 shares; 2025Q1: 3,407 shares; 2025Q2: 3,374 shares; 2025Q3: 3,374 shares 3,374 $228K 0.01% 0 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,079 shares; 2024Q4: 22,455 shares; 2025Q1: 22,455 shares; 2025Q2: 22,455 shares; 2025Q3: 22,455 shares 22,455 $228K 0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 241 shares 241 $222K 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,150 shares; 2024Q4: 6,418 shares; 2025Q1: 7,034 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares 6,400 $220K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 5,416 shares; 2025Q1: 5,300 shares; 2025Q2: 4,902 shares; 2025Q3: 4,902 shares 4,902 $218K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,938 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,879 shares 8,879 $218K 0.01% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,735 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,444 shares 4,444 $217K 0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,605 shares; 2025Q3: 1,605 shares 1,605 $216K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,329 shares; 2024Q4: 12,900 shares; 2025Q1: 14,919 shares; 2025Q2: not reported; 2025Q3: 11,040 shares 11,040 $216K 0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,354 shares; 2025Q3: 3,354 shares 3,354 $215K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,988 shares; 2024Q4: 4,988 shares; 2025Q1: 4,815 shares; 2025Q2: not reported; 2025Q3: 4,536 shares 4,536 $214K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,145 shares; 2024Q4: 19,066 shares; 2025Q1: 18,021 shares; 2025Q2: 17,892 shares; 2025Q3: 17,892 shares 17,892 $214K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,224 shares; 2025Q3: 1,224 shares 1,224 $212K 0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,537 shares; 2024Q4: 3,351 shares; 2025Q1: 3,351 shares; 2025Q2: 3,207 shares; 2025Q3: 3,207 shares 3,207 $211K 0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 1,709 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,672 shares 1,672 $211K 0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,366 shares; 2024Q4: 3,586 shares; 2025Q1: 2,345 shares; 2025Q2: 2,294 shares; 2025Q3: 1,548 shares 1,548 $210K 0.01% -746 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,621 shares; 2025Q2: not reported; 2025Q3: 1,563 shares 1,563 $208K 0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,446 shares 1,446 $205K 0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,029 shares; 2024Q4: 2,464 shares; 2025Q1: 1,569 shares; 2025Q2: 1,525 shares; 2025Q3: 1,090 shares 1,090 $204K 0.01% -435 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 915 shares; 2025Q1: 776 shares; 2025Q2: not reported; 2025Q3: 782 shares 782 $203K 0.01% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,081 shares; 2024Q4: 6,839 shares; 2025Q1: 2,569 shares; 2025Q2: 2,474 shares; 2025Q3: 1,716 shares 1,716 $203K 0.01% -758 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: 792 shares; 2025Q3: 792 shares 792 $203K 0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,075 shares 2,075 $200K 0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,452 shares; 2024Q4: 10,472 shares; 2025Q1: 10,229 shares; 2025Q2: 10,143 shares; 2025Q3: 10,143 shares 10,143 $100K <0.01% 0 Timeline