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; 2023Q3: restricted; 2023Q4: 220,699 shares; 2024Q1: 221,958 shares; 2024Q2: 234,609 shares; 2024Q3: 240,353 shares; 2024Q4: 240,499 shares; 2025Q1: 250,658 shares; 2025Q2: 256,039 shares 256,039 $77.7M 4.88% +5,381 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,042,270 shares; 2024Q1: 1,046,767 shares; 2024Q2: 1,063,177 shares; 2024Q3: 1,062,129 shares; 2024Q4: 1,044,344 shares; 2025Q1: 1,091,092 shares; 2025Q2: 1,101,377 shares 1,101,377 $75.9M 4.77% +10,285 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 88,524 shares; 2024Q1: 96,121 shares; 2024Q2: 100,639 shares; 2024Q3: 100,485 shares; 2024Q4: 102,097 shares; 2025Q1: 108,509 shares; 2025Q2: 110,380 shares 110,380 $68.2M 4.29% +1,871 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 95,844 shares; 2024Q1: 94,751 shares; 2024Q2: 93,933 shares; 2024Q3: 93,470 shares; 2024Q4: 93,618 shares; 2025Q1: 93,365 shares; 2025Q2: 91,845 shares 91,845 $45.5M 2.86% -1,520 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 364,541 shares; 2024Q1: 371,855 shares; 2024Q2: 373,451 shares; 2024Q3: 386,853 shares; 2024Q4: 392,089 shares; 2025Q1: 422,430 shares; 2025Q2: 443,071 shares 443,071 $39.6M 2.49% +20,641 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 149,060 shares; 2024Q1: 443,840 shares; 2024Q2: 409,282 shares; 2024Q3: 382,041 shares; 2024Q4: 380,865 shares; 2025Q1: 376,743 shares; 2025Q2: 373,214 shares 373,214 $36.3M 2.28% -3,529 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; 2023Q3: restricted; 2023Q4: 70,909 shares; 2024Q1: 69,871 shares; 2024Q2: 68,394 shares; 2024Q3: 66,399 shares; 2024Q4: 65,562 shares; 2025Q1: 65,438 shares; 2025Q2: 64,787 shares 64,787 $31.5M 1.98% -651 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 151,745 shares; 2024Q1: 149,912 shares; 2024Q2: 145,646 shares; 2024Q3: 143,857 shares; 2024Q4: 146,130 shares; 2025Q1: 143,583 shares; 2025Q2: 141,878 shares 141,878 $28.5M 1.79% -1,705 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; 2023Q3: restricted; 2023Q4: 150,230 shares; 2024Q1: 135,966 shares; 2024Q2: 128,401 shares; 2024Q3: 126,798 shares; 2024Q4: 126,941 shares; 2025Q1: 126,585 shares; 2025Q2: 126,756 shares 126,756 $28.3M 1.78% +171 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 207,516 shares; 2024Q1: 213,443 shares; 2024Q2: 242,085 shares; 2024Q3: 231,955 shares; 2024Q4: 239,596 shares; 2025Q1: 235,945 shares; 2025Q2: 249,240 shares 249,240 $27M 1.7% +13,295 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 79,256 shares; 2024Q1: 77,233 shares; 2024Q2: 75,930 shares; 2024Q3: 73,800 shares; 2024Q4: 71,308 shares; 2025Q1: 66,730 shares; 2025Q2: 61,365 shares 61,365 $25.9M 1.63% -5,365 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 158,531 shares; 2024Q1: 148,227 shares; 2024Q2: 137,561 shares; 2024Q3: 135,400 shares; 2024Q4: 135,061 shares; 2025Q1: 134,498 shares; 2025Q2: 141,910 shares 141,910 $25.3M 1.59% +7,412 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 254,936 shares; 2024Q1: 250,452 shares; 2024Q2: 217,545 shares; 2024Q3: 213,624 shares; 2024Q4: 220,221 shares; 2025Q1: 218,914 shares; 2025Q2: 217,136 shares 217,136 $24.3M 1.53% -1,778 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 298,964 shares; 2024Q1: 325,798 shares; 2024Q2: 340,037 shares; 2024Q3: 349,831 shares; 2024Q4: 363,734 shares; 2025Q1: 380,256 shares; 2025Q2: 390,132 shares 390,132 $22.9M 1.44% +9,876 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 32,015 shares; 2024Q1: 32,547 shares; 2024Q2: 32,011 shares; 2024Q3: 31,987 shares; 2024Q4: 32,735 shares; 2025Q1: 32,670 shares; 2025Q2: 32,646 shares 32,646 $20.1M 1.26% -24 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 134,463 shares; 2024Q1: 183,561 shares; 2024Q2: 182,088 shares; 2024Q3: 228,304 shares; 2024Q4: 225,976 shares; 2025Q1: 225,970 shares; 2025Q2: 225,101 shares 225,101 $19M 1.19% -869 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 219,855 shares; 2024Q1: 209,664 shares; 2024Q2: 175,190 shares; 2024Q3: 171,410 shares; 2024Q4: 163,057 shares; 2025Q1: 172,930 shares; 2025Q2: 176,740 shares 176,740 $18.8M 1.19% +3,810 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; 2023Q3: restricted; 2023Q4: 70,709 shares; 2024Q1: 69,012 shares; 2024Q2: 68,433 shares; 2024Q3: 66,530 shares; 2024Q4: 67,035 shares; 2025Q1: 60,171 shares; 2025Q2: 59,781 shares 59,781 $17.2M 1.08% -390 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 9,980 shares; 2024Q1: 9,699 shares; 2024Q2: 9,566 shares; 2024Q3: 92,766 shares; 2024Q4: 91,095 shares; 2025Q1: 67,304 shares; 2025Q2: 62,757 shares 62,757 $16.9M 1.06% -4,547 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 26,016 shares; 2024Q1: 22,395 shares; 2024Q2: 19,898 shares; 2024Q3: 19,309 shares; 2024Q4: 18,997 shares; 2025Q1: 18,762 shares; 2025Q2: 18,644 shares 18,644 $16.6M 1.04% -118 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 98,557 shares; 2024Q1: 97,414 shares; 2024Q2: 121,466 shares; 2024Q3: 120,026 shares; 2024Q4: 108,331 shares; 2025Q1: 109,420 shares; 2025Q2: 107,683 shares 107,683 $16.4M 1.03% -1,737 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; 2023Q3: restricted; 2023Q4: 89,591 shares; 2024Q1: 147,006 shares; 2024Q2: 147,958 shares; 2024Q3: 147,152 shares; 2024Q4: 146,682 shares; 2025Q1: 147,878 shares; 2025Q2: 147,349 shares 147,349 $16.1M 1.01% -529 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 17,453 shares; 2024Q1: 17,575 shares; 2024Q2: 177,790 shares; 2024Q3: 177,107 shares; 2024Q4: 178,149 shares; 2025Q1: 179,237 shares; 2025Q2: 100,364 shares 100,364 $15.8M 1% -78,873 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 107,615 shares; 2024Q1: 106,809 shares; 2024Q2: 105,818 shares; 2024Q3: 104,778 shares; 2024Q4: 102,813 shares; 2025Q1: 102,445 shares; 2025Q2: 101,750 shares 101,750 $14.6M 0.92% -695 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 54,020 shares; 2024Q1: 53,235 shares; 2024Q2: 52,175 shares; 2024Q3: 50,430 shares; 2024Q4: 50,260 shares; 2025Q1: 47,810 shares; 2025Q2: 46,820 shares 46,820 $14.2M 0.89% -990 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; 2023Q3: restricted; 2023Q4: 57,745 shares; 2024Q1: 56,050 shares; 2024Q2: 53,882 shares; 2024Q3: 53,248 shares; 2024Q4: 63,717 shares; 2025Q1: 67,232 shares; 2025Q2: 65,089 shares 65,089 $13.3M 0.83% -2,143 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 207,207 shares; 2024Q1: 203,861 shares; 2024Q2: 200,401 shares; 2024Q3: 191,696 shares; 2024Q4: 195,510 shares; 2025Q1: 195,964 shares; 2025Q2: 195,591 shares 195,591 $13.1M 0.83% -373 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; 2023Q3: restricted; 2023Q4: 151,615 shares; 2024Q1: 157,617 shares; 2024Q2: 148,784 shares; 2024Q3: 145,936 shares; 2024Q4: 187,275 shares; 2025Q1: 186,815 shares; 2025Q2: 184,989 shares 184,989 $13.1M 0.82% -1,826 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 117,687 shares; 2024Q1: 115,695 shares; 2024Q2: 102,667 shares; 2024Q3: 92,981 shares; 2024Q4: 92,995 shares; 2025Q1: 93,062 shares; 2025Q2: 90,115 shares 90,115 $13M 0.82% -2,947 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 96,901 shares; 2024Q1: 80,686 shares; 2024Q2: 77,406 shares; 2024Q3: 74,801 shares; 2024Q4: 71,334 shares; 2025Q1: 68,755 shares; 2025Q2: 66,727 shares 66,727 $12.9M 0.81% -2,028 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; 2023Q3: restricted; 2023Q4: 144,454 shares; 2024Q1: 138,082 shares; 2024Q2: 137,460 shares; 2024Q3: 134,004 shares; 2024Q4: 131,548 shares; 2025Q1: 117,007 shares; 2025Q2: 104,557 shares 104,557 $12.8M 0.8% -12,450 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 180,023 shares; 2024Q1: 178,447 shares; 2024Q2: 175,675 shares; 2024Q3: 172,560 shares; 2024Q4: 173,534 shares; 2025Q1: 172,291 shares; 2025Q2: 170,793 shares 170,793 $12.1M 0.76% -1,498 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; 2023Q3: restricted; 2023Q4: 77,246 shares; 2024Q1: 86,380 shares; 2024Q2: 86,437 shares; 2024Q3: 85,203 shares; 2024Q4: 84,068 shares; 2025Q1: 71,620 shares; 2025Q2: 66,015 shares 66,015 $12M 0.75% -5,605 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; 2023Q3: restricted; 2023Q4: 250,868 shares; 2024Q1: 248,751 shares; 2024Q2: 245,475 shares; 2024Q3: 239,843 shares; 2024Q4: 230,786 shares; 2025Q1: 188,707 shares; 2025Q2: 170,769 shares 170,769 $11.7M 0.74% -17,938 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; 2023Q3: restricted; 2023Q4: 193,894 shares; 2024Q1: 191,093 shares; 2024Q2: 184,413 shares; 2024Q3: 132,074 shares; 2024Q4: 129,716 shares; 2025Q1: 128,241 shares; 2025Q2: 126,266 shares 126,266 $11.5M 0.72% -1,975 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 62,690 shares; 2024Q1: 61,072 shares; 2024Q2: 55,001 shares; 2024Q3: 67,933 shares; 2024Q4: 73,199 shares; 2025Q1: 93,621 shares; 2025Q2: 102,223 shares 102,223 $10.9M 0.68% +8,602 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; 2023Q3: restricted; 2023Q4: 22,171 shares; 2024Q1: 21,945 shares; 2024Q2: 19,802 shares; 2024Q3: 19,366 shares; 2024Q4: 19,146 shares; 2025Q1: 18,473 shares; 2025Q2: 18,911 shares 18,911 $10.7M 0.67% +438 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 25,623 shares; 2024Q1: 137,891 shares; 2024Q2: 155,639 shares; 2024Q3: 150,446 shares; 2024Q4: 151,791 shares; 2025Q1: 165,811 shares; 2025Q2: 168,138 shares 168,138 $10.4M 0.66% +2,327 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 57,409 shares; 2024Q1: 59,833 shares; 2024Q2: 71,965 shares; 2024Q3: 87,862 shares; 2024Q4: 112,627 shares; 2025Q1: 122,832 shares; 2025Q2: 117,310 shares 117,310 $9.95M 0.63% -5,522 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 102,439 shares; 2024Q1: 104,112 shares; 2024Q2: 108,351 shares; 2024Q3: 108,044 shares; 2024Q4: 107,378 shares; 2025Q1: 113,594 shares; 2025Q2: 116,675 shares 116,675 $9.72M 0.61% +3,081 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; 2023Q3: restricted; 2023Q4: 12,250 shares; 2024Q1: 11,851 shares; 2024Q2: 10,447 shares; 2024Q3: 10,328 shares; 2024Q4: 10,311 shares; 2025Q1: 10,237 shares; 2025Q2: 9,675 shares 9,675 $9.53M 0.6% -562 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; 2023Q3: restricted; 2023Q4: 136,298 shares; 2024Q1: 136,949 shares; 2024Q2: 134,593 shares; 2024Q3: 130,180 shares; 2024Q4: 126,856 shares; 2025Q1: 106,462 shares; 2025Q2: 105,752 shares 105,752 $9.52M 0.6% -710 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; 2023Q3: restricted; 2023Q4: 73,576 shares; 2024Q1: 71,696 shares; 2024Q2: 71,999 shares; 2024Q3: 71,434 shares; 2024Q4: 71,113 shares; 2025Q1: 71,441 shares; 2025Q2: 70,736 shares 70,736 $9.42M 0.59% -705 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 178,512 shares; 2024Q1: 175,251 shares; 2024Q2: 178,929 shares; 2024Q3: 171,079 shares; 2024Q4: 163,581 shares; 2025Q1: 165,077 shares; 2025Q2: 164,576 shares 164,576 $9.32M 0.59% -501 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; 2023Q3: restricted; 2023Q4: 74,219 shares; 2024Q1: 73,336 shares; 2024Q2: 72,552 shares; 2024Q3: 72,576 shares; 2024Q4: 72,503 shares; 2025Q1: 71,882 shares; 2025Q2: 58,127 shares 58,127 $9.29M 0.58% -13,755 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; 2023Q3: restricted; 2023Q4: 26,358 shares; 2024Q1: 23,824 shares; 2024Q2: 23,388 shares; 2024Q3: 22,879 shares; 2024Q4: 22,411 shares; 2025Q1: 22,414 shares; 2025Q2: 22,106 shares 22,106 $9.03M 0.57% -308 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 84,126 shares; 2024Q1: 81,616 shares; 2024Q2: 77,479 shares; 2024Q3: 72,440 shares; 2024Q4: 70,077 shares; 2025Q1: 69,806 shares; 2025Q2: 67,374 shares 67,374 $8.93M 0.56% -2,432 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 53,344 shares; 2025Q1: 155,189 shares; 2025Q2: 171,142 shares 171,142 $8.78M 0.55% +15,953 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 60,085 shares; 2025Q1: 164,968 shares; 2025Q2: 167,207 shares 167,207 $8.49M 0.53% +2,239 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 60,385 shares; 2025Q1: 158,979 shares; 2025Q2: 158,582 shares 158,582 $8.16M 0.51% -397 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; 2023Q3: restricted; 2023Q4: 26,727 shares; 2024Q1: 25,797 shares; 2024Q2: 22,851 shares; 2024Q3: 22,213 shares; 2024Q4: 22,244 shares; 2025Q1: 22,148 shares; 2025Q2: 22,315 shares 22,315 $7.88M 0.5% +167 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; 2023Q3: restricted; 2023Q4: 80,452 shares; 2024Q1: 78,477 shares; 2024Q2: 76,879 shares; 2024Q3: 74,836 shares; 2024Q4: 73,416 shares; 2025Q1: 72,976 shares; 2025Q2: 72,518 shares 72,518 $7.77M 0.49% -458 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 100,033 shares; 2024Q1: 103,592 shares; 2024Q2: 101,751 shares; 2024Q3: 99,577 shares; 2024Q4: 91,831 shares; 2025Q1: 94,884 shares; 2025Q2: 87,729 shares 87,729 $7.55M 0.47% -7,155 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 45,427 shares; 2024Q1: 44,766 shares; 2024Q2: 44,406 shares; 2024Q3: 42,919 shares; 2024Q4: 42,808 shares; 2025Q1: 28,038 shares; 2025Q2: 26,786 shares 26,786 $7.42M 0.47% -1,252 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 222,594 shares; 2024Q1: 447,919 shares; 2024Q2: 349,716 shares; 2024Q3: 342,504 shares; 2024Q4: 338,227 shares; 2025Q1: 339,708 shares; 2025Q2: 464,743 shares 464,743 $7.32M 0.46% +125,035 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 32,707 shares; 2024Q1: 33,195 shares; 2024Q2: 33,210 shares; 2024Q3: 32,189 shares; 2024Q4: 31,809 shares; 2025Q1: 31,843 shares; 2025Q2: 31,770 shares 31,770 $7.27M 0.46% -73 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 64,476 shares; 2024Q1: 63,238 shares; 2024Q2: 62,559 shares; 2024Q3: 61,132 shares; 2024Q4: 61,107 shares; 2025Q1: 60,947 shares; 2025Q2: 60,099 shares 60,099 $7.21M 0.45% -848 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; 2023Q3: restricted; 2023Q4: 46,355 shares; 2024Q1: 54,331 shares; 2024Q2: 56,316 shares; 2024Q3: 67,897 shares; 2024Q4: 58,540 shares; 2025Q1: 74,555 shares; 2025Q2: 70,688 shares 70,688 $7.15M 0.45% -3,867 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 43,149 shares; 2024Q1: 44,275 shares; 2024Q2: 44,301 shares; 2024Q3: 43,014 shares; 2024Q4: 44,032 shares; 2025Q1: 32,486 shares; 2025Q2: 32,955 shares 32,955 $6.93M 0.44% +469 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; 2023Q3: restricted; 2023Q4: 97,463 shares; 2024Q1: 96,017 shares; 2024Q2: 86,546 shares; 2024Q3: 85,813 shares; 2024Q4: 86,947 shares; 2025Q1: 88,719 shares; 2025Q2: 87,562 shares 87,562 $6.93M 0.44% -1,157 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 17,469 shares; 2024Q1: 17,367 shares; 2024Q2: 17,182 shares; 2024Q3: 17,086 shares; 2024Q4: 17,061 shares; 2025Q1: 17,246 shares; 2025Q2: 17,130 shares 17,130 $6.59M 0.41% -116 Timeline BRK-A 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; 2023Q3: restricted; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares 9 $6.58M 0.41% 0 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 213,291 shares; 2024Q1: 217,408 shares; 2024Q2: 209,301 shares; 2024Q3: 205,313 shares; 2024Q4: 177,325 shares; 2025Q1: 177,749 shares; 2025Q2: 146,531 shares 146,531 $6.48M 0.41% -31,218 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 74,618 shares; 2024Q1: 79,544 shares; 2024Q2: 78,889 shares; 2024Q3: 78,287 shares; 2024Q4: 81,858 shares; 2025Q1: 83,507 shares; 2025Q2: 82,281 shares 82,281 $6.44M 0.41% -1,226 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 89,338 shares; 2024Q1: 76,618 shares; 2024Q2: 64,392 shares; 2024Q3: 50,687 shares; 2024Q4: 49,835 shares; 2025Q1: 49,277 shares; 2025Q2: 49,075 shares 49,075 $6.37M 0.4% -202 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 80,950 shares; 2024Q1: 101,785 shares; 2024Q2: 96,015 shares; 2024Q3: 93,065 shares; 2024Q4: 83,825 shares; 2025Q1: 75,130 shares; 2025Q2: 84,755 shares 84,755 $6.34M 0.4% +9,625 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 138,226 shares; 2024Q1: 107,160 shares; 2024Q2: 98,925 shares; 2024Q3: 90,482 shares; 2024Q4: 87,684 shares; 2025Q1: 81,894 shares; 2025Q2: 78,997 shares 78,997 $6.27M 0.39% -2,897 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 60,445 shares; 2024Q1: 103,871 shares; 2024Q2: 114,833 shares; 2024Q3: 112,613 shares; 2024Q4: 109,461 shares; 2025Q1: 109,822 shares; 2025Q2: 108,778 shares 108,778 $6.2M 0.39% -1,044 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 27,207 shares; 2024Q1: 31,069 shares; 2024Q2: 46,426 shares; 2024Q3: 48,966 shares; 2024Q4: 57,770 shares; 2025Q1: 60,373 shares; 2025Q2: 64,603 shares 64,603 $6.16M 0.39% +4,230 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; 2023Q3: restricted; 2023Q4: 8,710 shares; 2024Q1: 8,445 shares; 2024Q2: 8,264 shares; 2024Q3: 8,172 shares; 2024Q4: 8,108 shares; 2025Q1: 8,181 shares; 2025Q2: 8,201 shares 8,201 $6.02M 0.38% +20 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 52,274 shares; 2024Q1: 51,747 shares; 2024Q2: 58,455 shares; 2024Q3: 56,535 shares; 2024Q4: 53,976 shares; 2025Q1: 59,769 shares; 2025Q2: 58,927 shares 58,927 $5.93M 0.37% -842 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; 2023Q3: restricted; 2023Q4: 4,891 shares; 2024Q1: 4,980 shares; 2024Q2: 5,047 shares; 2024Q3: 5,305 shares; 2024Q4: 5,129 shares; 2025Q1: 8,416 shares; 2025Q2: 18,567 shares 18,567 $5.74M 0.36% +10,151 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; 2023Q3: restricted; 2023Q4: 14,969 shares; 2024Q1: 14,846 shares; 2024Q2: 14,897 shares; 2024Q3: 15,149 shares; 2024Q4: 15,119 shares; 2025Q1: 15,324 shares; 2025Q2: 15,459 shares 15,459 $5.7M 0.36% +135 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 145,582 shares; 2024Q2: 355,138 shares; 2024Q3: 334,048 shares; 2024Q4: 326,095 shares; 2025Q1: 325,884 shares; 2025Q2: 502,878 shares 502,878 $5.68M 0.36% +176,994 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; 2023Q3: restricted; 2023Q4: 11,905 shares; 2024Q1: 12,241 shares; 2024Q2: 12,045 shares; 2024Q3: 11,816 shares; 2024Q4: 16,461 shares; 2025Q1: 17,435 shares; 2025Q2: 17,329 shares 17,329 $5.65M 0.36% -106 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 85,511 shares; 2024Q1: 84,767 shares; 2024Q2: 83,506 shares; 2024Q3: 80,970 shares; 2024Q4: 79,357 shares; 2025Q1: 79,247 shares; 2025Q2: 78,864 shares 78,864 $5.53M 0.35% -383 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; 2023Q3: restricted; 2023Q4: 15,666 shares; 2024Q1: 15,439 shares; 2024Q2: 16,289 shares; 2024Q3: 16,532 shares; 2024Q4: 38,973 shares; 2025Q1: 57,184 shares; 2025Q2: 38,434 shares 38,434 $5.53M 0.35% -18,750 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 64,560 shares; 2024Q1: 231,797 shares; 2024Q2: 184,263 shares; 2024Q3: 178,220 shares; 2024Q4: 176,019 shares; 2025Q1: 172,421 shares; 2025Q2: 126,892 shares 126,892 $5.43M 0.34% -45,529 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 46,471 shares; 2024Q1: 46,664 shares; 2024Q2: 46,739 shares; 2024Q3: 46,281 shares; 2024Q4: 46,570 shares; 2025Q1: 48,215 shares; 2025Q2: 49,169 shares 49,169 $5.38M 0.34% +954 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 81,481 shares; 2024Q1: 79,368 shares; 2024Q2: 75,086 shares; 2024Q3: 73,029 shares; 2024Q4: 83,612 shares; 2025Q1: 87,469 shares; 2025Q2: 89,551 shares 89,551 $5.35M 0.34% +2,082 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 59,492 shares; 2024Q1: 58,508 shares; 2024Q2: 55,303 shares; 2024Q3: 54,280 shares; 2024Q4: 47,972 shares; 2025Q1: 34,476 shares; 2025Q2: 52,465 shares 52,465 $5.21M 0.33% +17,989 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 140,994 shares; 2024Q3: 245,419 shares; 2024Q4: 245,093 shares; 2025Q1: 247,965 shares; 2025Q2: 247,126 shares 247,126 $5.16M 0.32% -839 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 71,376 shares; 2024Q1: 68,576 shares; 2024Q2: 66,883 shares; 2024Q3: 64,074 shares; 2024Q4: 62,844 shares; 2025Q1: 62,716 shares; 2025Q2: 62,031 shares 62,031 $5.14M 0.32% -685 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 14,875 shares; 2024Q1: 14,597 shares; 2024Q2: 14,596 shares; 2024Q3: 14,455 shares; 2024Q4: 14,436 shares; 2025Q1: 14,547 shares; 2025Q2: 14,621 shares 14,621 $5.1M 0.32% +74 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 116,249 shares; 2024Q1: 108,334 shares; 2024Q2: 102,354 shares; 2024Q3: 89,853 shares; 2024Q4: 88,763 shares; 2025Q1: 93,938 shares; 2025Q2: 104,068 shares 104,068 $5M 0.31% +10,130 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,363 shares 64,363 $4.97M 0.31% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 72,212 shares; 2024Q1: 66,103 shares; 2024Q2: 65,041 shares; 2024Q3: 63,277 shares; 2024Q4: 60,365 shares; 2025Q1: 59,544 shares; 2025Q2: 46,548 shares 46,548 $4.85M 0.3% -12,996 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 43,974 shares; 2024Q1: 53,195 shares; 2024Q2: 55,252 shares; 2024Q3: 54,054 shares; 2024Q4: 53,854 shares; 2025Q1: 230,757 shares; 2025Q2: 207,251 shares 207,251 $4.84M 0.3% -23,506 NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,436 shares; 2024Q1: 4,731 shares; 2024Q2: 4,703 shares; 2024Q3: 3,942 shares; 2024Q4: 3,938 shares; 2025Q1: 3,921 shares; 2025Q2: 3,625 shares 3,625 $4.8M 0.3% -296 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; 2023Q3: restricted; 2023Q4: 5,550 shares; 2024Q1: 5,550 shares; 2024Q2: 5,550 shares; 2024Q3: 5,550 shares; 2024Q4: 45,499 shares; 2025Q1: 116,111 shares; 2025Q2: 112,340 shares 112,340 $4.79M 0.3% -3,771 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 25,814 shares; 2024Q1: 25,344 shares; 2024Q2: 24,339 shares; 2024Q3: 25,941 shares; 2024Q4: 26,007 shares; 2025Q1: 26,067 shares; 2025Q2: 26,733 shares 26,733 $4.77M 0.3% +666 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 27,467 shares; 2024Q1: 27,992 shares; 2024Q2: 26,532 shares; 2024Q3: 26,712 shares; 2024Q4: 25,386 shares; 2025Q1: 24,786 shares; 2025Q2: 22,121 shares 22,121 $4.77M 0.3% -2,665 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 47,666 shares; 2024Q1: 54,146 shares; 2024Q2: 54,421 shares; 2024Q3: 54,326 shares; 2024Q4: 51,690 shares; 2025Q1: 51,690 shares; 2025Q2: 50,909 shares 50,909 $4.66M 0.29% -781 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 41,462 shares; 2024Q1: 78,755 shares; 2024Q2: 78,711 shares; 2024Q3: 77,174 shares; 2024Q4: 76,193 shares; 2025Q1: 75,472 shares; 2025Q2: 75,377 shares 75,377 $4.48M 0.28% -95 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; 2023Q3: restricted; 2023Q4: 11,190 shares; 2024Q1: 11,518 shares; 2024Q2: 13,037 shares; 2024Q3: 14,191 shares; 2024Q4: 14,964 shares; 2025Q1: 15,867 shares; 2025Q2: 15,906 shares 15,906 $4.44M 0.28% +39 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 27,337 shares; 2024Q1: 27,407 shares; 2024Q2: 27,407 shares; 2024Q3: 27,407 shares; 2024Q4: 27,407 shares; 2025Q1: 24,791 shares; 2025Q2: 25,602 shares 25,602 $4.4M 0.28% +811 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,777 shares; 2025Q2: 48,055 shares 48,055 $4.4M 0.28% +12,278 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; 2023Q3: restricted; 2023Q4: 47,883 shares; 2024Q1: 39,170 shares; 2024Q2: 38,139 shares; 2024Q3: 37,585 shares; 2024Q4: 37,524 shares; 2025Q1: 47,100 shares; 2025Q2: 36,159 shares 36,159 $4.36M 0.27% -10,941 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 260,684 shares; 2024Q1: 255,255 shares; 2024Q2: 256,164 shares; 2024Q3: 259,290 shares; 2024Q4: 265,170 shares; 2025Q1: 261,887 shares; 2025Q2: 249,717 shares 249,717 $4.18M 0.26% -12,170 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 222,741 shares; 2024Q1: 218,095 shares; 2024Q2: 218,776 shares; 2024Q3: 221,460 shares; 2024Q4: 226,579 shares; 2025Q1: 224,175 shares; 2025Q2: 214,269 shares 214,269 $4.18M 0.26% -9,906 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,572 shares; 2025Q1: 26,635 shares; 2025Q2: 26,034 shares 26,034 $4.09M 0.26% -601 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 14,648 shares; 2024Q1: 13,913 shares; 2024Q2: 13,913 shares; 2024Q3: 14,024 shares; 2024Q4: 14,024 shares; 2025Q1: 13,742 shares; 2025Q2: 14,326 shares 14,326 $4.08M 0.26% +584 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; 2023Q3: restricted; 2023Q4: 50,736 shares; 2024Q1: 49,414 shares; 2024Q2: 49,107 shares; 2024Q3: 47,523 shares; 2024Q4: 46,603 shares; 2025Q1: 46,216 shares; 2025Q2: 45,924 shares 45,924 $4.06M 0.26% -292 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 71,100 shares; 2024Q3: 75,906 shares; 2024Q4: 128,998 shares; 2025Q1: 136,729 shares; 2025Q2: 133,679 shares 133,679 $4.06M 0.26% -3,050 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 12,827 shares; 2024Q1: 12,547 shares; 2024Q2: 12,387 shares; 2024Q3: 12,142 shares; 2024Q4: 12,002 shares; 2025Q1: 11,721 shares; 2025Q2: 11,608 shares 11,608 $4.05M 0.25% -113 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 32,594 shares; 2025Q1: 93,752 shares; 2025Q2: 172,318 shares 172,318 $4.04M 0.25% +78,566 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 32,751 shares; 2024Q1: 32,070 shares; 2024Q2: 31,882 shares; 2024Q3: 31,111 shares; 2024Q4: 30,685 shares; 2025Q1: 30,646 shares; 2025Q2: 30,529 shares 30,529 $3.97M 0.25% -117 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 32,246 shares; 2024Q1: 29,093 shares; 2024Q2: 29,293 shares; 2024Q3: 29,518 shares; 2024Q4: 28,223 shares; 2025Q1: 28,421 shares; 2025Q2: 28,421 shares 28,421 $3.91M 0.25% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 55,451 shares; 2024Q1: 52,840 shares; 2024Q2: 50,656 shares; 2024Q3: 48,372 shares; 2024Q4: 47,492 shares; 2025Q1: 46,469 shares; 2025Q2: 48,215 shares 48,215 $3.85M 0.24% +1,746 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,580 shares; 2025Q2: 13,532 shares 13,532 $3.75M 0.24% +8,952 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,482 shares 103,482 $3.68M 0.23% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 102,845 shares; 2024Q1: 104,091 shares; 2024Q2: 101,876 shares; 2024Q3: 10,599 shares; 2024Q4: 8,017 shares; 2025Q1: 60,085 shares; 2025Q2: 134,830 shares 134,830 $3.64M 0.23% +74,745 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; 2023Q3: restricted; 2023Q4: 30,550 shares; 2024Q1: 30,696 shares; 2024Q2: 30,735 shares; 2024Q3: 30,824 shares; 2024Q4: 29,955 shares; 2025Q1: 21,720 shares; 2025Q2: 15,614 shares 15,614 $3.61M 0.23% -6,106 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6,769 shares; 2024Q1: 6,664 shares; 2024Q2: 6,703 shares; 2024Q3: 6,636 shares; 2024Q4: 6,651 shares; 2025Q1: 6,655 shares; 2025Q2: 6,556 shares 6,556 $3.61M 0.23% -99 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 18,116 shares; 2024Q1: 17,572 shares; 2024Q2: 17,523 shares; 2024Q3: 16,158 shares; 2024Q4: 15,561 shares; 2025Q1: 15,435 shares; 2025Q2: 15,331 shares 15,331 $3.6M 0.23% -104 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 7,131 shares; 2024Q1: 7,229 shares; 2024Q2: 10,330 shares; 2024Q3: 10,016 shares; 2024Q4: 10,044 shares; 2025Q1: 10,471 shares; 2025Q2: 10,540 shares 10,540 $3.41M 0.21% +69 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 72,928 shares; 2024Q4: 181,420 shares; 2025Q1: 188,484 shares; 2025Q2: 179,798 shares 179,798 $3.34M 0.21% -8,686 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 55,064 shares; 2024Q2: 55,681 shares; 2024Q3: 54,223 shares; 2024Q4: 89,291 shares; 2025Q1: 89,338 shares; 2025Q2: 58,324 shares 58,324 $3.31M 0.21% -31,014 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; 2023Q3: restricted; 2023Q4: 49,341 shares; 2024Q1: 48,403 shares; 2024Q2: 45,829 shares; 2024Q3: 44,873 shares; 2024Q4: 46,975 shares; 2025Q1: 47,013 shares; 2025Q2: 46,965 shares 46,965 $3.3M 0.21% -48 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 140,774 shares; 2024Q1: 136,861 shares; 2024Q2: 109,447 shares; 2024Q3: 104,609 shares; 2024Q4: 102,192 shares; 2025Q1: 101,143 shares; 2025Q2: 101,961 shares 101,961 $3.28M 0.21% +818 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; 2023Q3: restricted; 2023Q4: 76,816 shares; 2024Q1: 73,419 shares; 2024Q2: 72,346 shares; 2024Q3: 67,631 shares; 2024Q4: 70,102 shares; 2025Q1: 69,619 shares; 2025Q2: 68,737 shares 68,737 $3.24M 0.2% -882 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 43,614 shares; 2024Q4: 43,329 shares; 2025Q1: 43,553 shares; 2025Q2: 43,531 shares 43,531 $3.19M 0.2% -22 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,981 shares; 2025Q1: 2,976 shares; 2025Q2: 2,965 shares 2,965 $3.11M 0.2% -11 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 23,341 shares; 2024Q1: 22,559 shares; 2024Q2: 22,012 shares; 2024Q3: 22,481 shares; 2024Q4: 22,518 shares; 2025Q1: 22,728 shares; 2025Q2: 22,617 shares 22,617 $3.04M 0.19% -111 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 125,569 shares; 2024Q1: 133,738 shares; 2024Q2: 136,517 shares; 2024Q3: 137,279 shares; 2024Q4: 139,452 shares; 2025Q1: 137,053 shares; 2025Q2: 130,793 shares 130,793 $3M 0.19% -6,260 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,810 shares 63,810 $3M 0.19% new Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 18,309 shares; 2024Q2: 26,643 shares; 2024Q3: 25,975 shares; 2024Q4: 26,108 shares; 2025Q1: 26,200 shares; 2025Q2: 26,002 shares 26,002 $2.96M 0.19% -198 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 9,852 shares; 2024Q1: 9,623 shares; 2024Q2: 9,866 shares; 2024Q3: 9,948 shares; 2024Q4: 9,877 shares; 2025Q1: 9,899 shares; 2025Q2: 9,910 shares 9,910 $2.89M 0.18% +11 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 23,430 shares; 2024Q1: 22,396 shares; 2024Q2: 21,873 shares; 2024Q3: 22,253 shares; 2024Q4: 22,034 shares; 2025Q1: 21,644 shares; 2025Q2: 22,013 shares 22,013 $2.88M 0.18% +369 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 41,079 shares; 2024Q2: 120,679 shares; 2024Q3: 288,867 shares; 2024Q4: 153,279 shares; 2025Q1: 150,121 shares; 2025Q2: 143,615 shares 143,615 $2.63M 0.17% -6,506 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,886 shares; 2024Q1: 2,811 shares; 2024Q2: 2,811 shares; 2024Q3: 2,658 shares; 2024Q4: 3,378 shares; 2025Q1: 3,331 shares; 2025Q2: 3,280 shares 3,280 $2.54M 0.16% -51 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 8,590 shares; 2024Q1: 8,584 shares; 2024Q2: 8,560 shares; 2024Q3: 9,839 shares; 2024Q4: 11,416 shares; 2025Q1: 26,496 shares; 2025Q2: 31,077 shares 31,077 $2.52M 0.16% +4,581 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 23,002 shares; 2024Q1: 50,879 shares; 2024Q2: 79,986 shares; 2024Q3: 79,842 shares; 2024Q4: 73,080 shares; 2025Q1: 35,558 shares; 2025Q2: 34,863 shares 34,863 $2.51M 0.16% -695 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 20,500 shares; 2024Q1: 20,500 shares; 2024Q2: 42,784 shares; 2024Q3: 51,942 shares; 2024Q4: 106,163 shares; 2025Q1: 104,365 shares; 2025Q2: 109,118 shares 109,118 $2.41M 0.15% +4,753 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6,510 shares; 2024Q1: 6,352 shares; 2024Q2: 6,692 shares; 2024Q3: 6,613 shares; 2024Q4: 6,056 shares; 2025Q1: 6,074 shares; 2025Q2: 6,103 shares 6,103 $2.4M 0.15% +29 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 44,319 shares; 2024Q1: 34,652 shares; 2024Q2: 31,747 shares; 2024Q3: 31,780 shares; 2024Q4: 31,258 shares; 2025Q1: 26,737 shares; 2025Q2: 27,472 shares 27,472 $2.39M 0.15% +735 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 134,437 shares; 2024Q4: 132,073 shares; 2025Q1: 280,716 shares; 2025Q2: 165,756 shares 165,756 $2.37M 0.15% -114,960 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; 2023Q3: restricted; 2023Q4: 3,515 shares; 2024Q1: 3,577 shares; 2024Q2: 3,580 shares; 2024Q3: 3,580 shares; 2024Q4: 3,623 shares; 2025Q1: 3,671 shares; 2025Q2: 4,078 shares 4,078 $2.31M 0.15% +407 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 8,450 shares; 2024Q1: 14,030 shares; 2024Q2: 15,496 shares; 2024Q3: 19,620 shares; 2024Q4: 27,451 shares; 2025Q1: 32,490 shares; 2025Q2: 35,173 shares 35,173 $2.3M 0.14% +2,683 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 35,025 shares; 2024Q1: 35,021 shares; 2024Q2: 34,979 shares; 2024Q3: 34,979 shares; 2024Q4: 36,584 shares; 2025Q1: 36,577 shares; 2025Q2: 36,577 shares 36,577 $2.27M 0.14% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 20,793 shares; 2024Q1: 19,928 shares; 2024Q2: 18,000 shares; 2024Q3: 18,086 shares; 2024Q4: 17,187 shares; 2025Q1: 14,387 shares; 2025Q2: 14,031 shares 14,031 $2.21M 0.14% -356 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,816 shares; 2025Q1: 4,838 shares; 2025Q2: 4,709 shares 4,709 $2.16M 0.14% -129 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,585 shares; 2024Q1: 3,808 shares; 2024Q2: 3,872 shares; 2024Q3: 3,845 shares; 2024Q4: 4,640 shares; 2025Q1: 4,690 shares; 2025Q2: 4,626 shares 4,626 $2.15M 0.13% -64 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 142,267 shares; 2024Q1: 137,937 shares; 2024Q2: 107,418 shares; 2024Q3: 105,639 shares; 2024Q4: 97,161 shares; 2025Q1: 91,486 shares; 2025Q2: 87,631 shares 87,631 $2.12M 0.13% -3,855 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 60,383 shares; 2024Q1: 58,308 shares; 2024Q2: 51,433 shares; 2024Q3: 51,396 shares; 2024Q4: 46,121 shares; 2025Q1: 44,426 shares; 2025Q2: 43,191 shares 43,191 $2.12M 0.13% -1,235 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,983 shares; 2025Q2: 42,033 shares 42,033 $2.07M 0.13% +15,050 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,376 shares; 2025Q2: 2,589 shares 2,589 $2.06M 0.13% +213 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 21,554 shares; 2024Q1: 21,501 shares; 2024Q2: 22,965 shares; 2024Q3: 22,185 shares; 2024Q4: 22,186 shares; 2025Q1: 22,381 shares; 2025Q2: 22,342 shares 22,342 $2.06M 0.13% -39 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; 2023Q3: restricted; 2023Q4: 5,521 shares; 2024Q1: 5,581 shares; 2024Q2: 5,700 shares; 2024Q3: 5,805 shares; 2024Q4: 5,711 shares; 2025Q1: 5,676 shares; 2025Q2: 6,667 shares 6,667 $2.02M 0.13% +991 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; 2023Q3: restricted; 2023Q4: 4,016 shares; 2024Q1: 3,969 shares; 2024Q2: 3,890 shares; 2024Q3: 4,342 shares; 2024Q4: 4,327 shares; 2025Q1: 4,446 shares; 2025Q2: 4,384 shares 4,384 $2.01M 0.13% -62 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 106,667 shares; 2024Q1: 104,463 shares; 2024Q2: 104,891 shares; 2024Q3: 106,326 shares; 2024Q4: 108,917 shares; 2025Q1: 107,628 shares; 2025Q2: 101,284 shares 101,284 $2M 0.13% -6,344 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 154,507 shares; 2025Q2: 149,476 shares 149,476 $1.98M 0.12% -5,031 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,240 shares; 2024Q1: 4,235 shares; 2024Q2: 4,757 shares; 2024Q3: 4,757 shares; 2024Q4: 4,554 shares; 2025Q1: 4,554 shares; 2025Q2: 4,444 shares 4,444 $1.95M 0.12% -110 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 101,916 shares; 2024Q1: 99,779 shares; 2024Q2: 100,166 shares; 2024Q3: 101,519 shares; 2024Q4: 104,025 shares; 2025Q1: 102,781 shares; 2025Q2: 95,179 shares 95,179 $1.95M 0.12% -7,602 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,055 shares 18,055 $1.91M 0.12% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,117 shares; 2024Q3: 13,343 shares; 2024Q4: 13,229 shares; 2025Q1: 13,162 shares; 2025Q2: 8,062 shares 8,062 $1.89M 0.12% -5,100 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 10,188 shares; 2024Q1: 9,538 shares; 2024Q2: 10,070 shares; 2024Q3: 10,890 shares; 2024Q4: 11,072 shares; 2025Q1: 10,982 shares; 2025Q2: 10,280 shares 10,280 $1.87M 0.12% -702 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,650 shares; 2024Q2: 1,650 shares; 2024Q3: 1,837 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,966 shares 26,966 $1.85M 0.12% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 20,583 shares; 2024Q1: 20,497 shares; 2024Q2: 20,665 shares; 2024Q3: 20,548 shares; 2024Q4: 20,673 shares; 2025Q1: 20,298 shares; 2025Q2: 20,441 shares 20,441 $1.84M 0.12% +143 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,776 shares; 2024Q1: 3,761 shares; 2024Q2: 3,756 shares; 2024Q3: 3,301 shares; 2024Q4: 3,139 shares; 2025Q1: 3,285 shares; 2025Q2: 3,290 shares 3,290 $1.8M 0.11% +5 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 7,123 shares; 2024Q1: 7,183 shares; 2024Q2: 7,108 shares; 2024Q3: 7,136 shares; 2024Q4: 7,270 shares; 2025Q1: 7,596 shares; 2025Q2: 7,167 shares 7,167 $1.8M 0.11% -429 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 47,480 shares; 2024Q1: 47,180 shares; 2024Q2: 46,480 shares; 2024Q3: 44,985 shares; 2024Q4: 44,799 shares; 2025Q1: 44,569 shares; 2025Q2: 44,514 shares 44,514 $1.8M 0.11% -55 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 90,598 shares; 2024Q1: 88,701 shares; 2024Q2: 89,048 shares; 2024Q3: 90,251 shares; 2024Q4: 92,473 shares; 2025Q1: 90,900 shares; 2025Q2: 76,292 shares 76,292 $1.75M 0.11% -14,608 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; 2023Q3: restricted; 2023Q4: 34,026 shares; 2024Q1: 33,822 shares; 2024Q2: 32,012 shares; 2024Q3: 21,848 shares; 2024Q4: 21,926 shares; 2025Q1: 21,816 shares; 2025Q2: 21,681 shares 21,681 $1.72M 0.11% -135 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 39,746 shares; 2024Q1: 38,662 shares; 2024Q2: 37,463 shares; 2024Q3: 35,200 shares; 2024Q4: 33,384 shares; 2025Q1: 32,556 shares; 2025Q2: 33,139 shares 33,139 $1.72M 0.11% +583 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; 2023Q3: restricted; 2023Q4: 8,453 shares; 2024Q1: 8,364 shares; 2024Q2: 8,330 shares; 2024Q3: 8,277 shares; 2024Q4: 8,283 shares; 2025Q1: 8,348 shares; 2025Q2: 8,274 shares 8,274 $1.71M 0.11% -74 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 7,371 shares; 2024Q1: 6,908 shares; 2024Q2: 8,764 shares; 2024Q3: 9,771 shares; 2024Q4: 9,721 shares; 2025Q1: 9,726 shares; 2025Q2: 9,401 shares 9,401 $1.7M 0.11% -325 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 15,115 shares; 2024Q1: 15,085 shares; 2024Q2: 21,653 shares; 2024Q3: 21,058 shares; 2024Q4: 20,793 shares; 2025Q1: 20,838 shares; 2025Q2: 19,996 shares 19,996 $1.68M 0.11% -842 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,177 shares; 2024Q1: 4,177 shares; 2024Q2: 4,147 shares; 2024Q3: 3,888 shares; 2024Q4: 3,888 shares; 2025Q1: 3,947 shares; 2025Q2: 3,843 shares 3,843 $1.68M 0.11% -104 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; 2023Q3: restricted; 2023Q4: 14,330 shares; 2024Q1: 9,806 shares; 2024Q2: 9,261 shares; 2024Q3: 8,976 shares; 2024Q4: 8,712 shares; 2025Q1: 8,422 shares; 2025Q2: 7,844 shares 7,844 $1.66M 0.1% -578 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 31,428 shares; 2024Q1: 30,768 shares; 2024Q2: 27,843 shares; 2024Q3: 23,023 shares; 2024Q4: 24,264 shares; 2025Q1: 21,990 shares; 2025Q2: 20,457 shares 20,457 $1.61M 0.1% -1,533 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; 2023Q3: restricted; 2023Q4: 3,452 shares; 2024Q1: 3,413 shares; 2024Q2: 3,446 shares; 2024Q3: 3,720 shares; 2024Q4: 3,770 shares; 2025Q1: 3,797 shares; 2025Q2: 5,392 shares 5,392 $1.59M 0.1% +1,595 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 20,983 shares; 2024Q1: 20,111 shares; 2024Q2: 19,050 shares; 2024Q3: 19,618 shares; 2024Q4: 19,618 shares; 2025Q1: 17,908 shares; 2025Q2: 17,553 shares 17,553 $1.58M 0.1% -355 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 55,124 shares; 2025Q1: 56,365 shares; 2025Q2: 54,755 shares 54,755 $1.54M 0.1% -1,610 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 19,077 shares; 2024Q1: 18,939 shares; 2024Q2: 18,303 shares; 2024Q3: 17,146 shares; 2024Q4: 17,000 shares; 2025Q1: 15,654 shares; 2025Q2: 15,376 shares 15,376 $1.53M 0.1% -278 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; 2023Q3: restricted; 2023Q4: 11,640 shares; 2024Q1: 11,300 shares; 2024Q2: 11,300 shares; 2024Q3: 11,175 shares; 2024Q4: 10,790 shares; 2025Q1: 9,095 shares; 2025Q2: 9,140 shares 9,140 $1.53M 0.1% +45 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 10,860 shares; 2024Q1: 10,860 shares; 2024Q2: 16,308 shares; 2024Q3: 19,133 shares; 2024Q4: 19,148 shares; 2025Q1: 24,348 shares; 2025Q2: 24,945 shares 24,945 $1.52M 0.1% +597 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 7,167 shares; 2024Q1: 7,080 shares; 2024Q2: 7,080 shares; 2024Q3: 7,080 shares; 2024Q4: 7,330 shares; 2025Q1: 6,880 shares; 2025Q2: 6,887 shares 6,887 $1.51M 0.09% +7 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 10,485 shares; 2024Q1: 10,485 shares; 2024Q2: 10,485 shares; 2024Q3: 10,485 shares; 2024Q4: 11,055 shares; 2025Q1: 10,735 shares; 2025Q2: 9,951 shares 9,951 $1.5M 0.09% -784 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 26,646 shares; 2024Q1: 24,555 shares; 2024Q2: 23,314 shares; 2024Q3: 22,758 shares; 2024Q4: 21,772 shares; 2025Q1: 21,296 shares; 2025Q2: 17,957 shares 17,957 $1.5M 0.09% -3,339 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; 2023Q3: restricted; 2023Q4: 3,089 shares; 2024Q1: 2,971 shares; 2024Q2: 3,031 shares; 2024Q3: 2,940 shares; 2024Q4: 2,713 shares; 2025Q1: 2,706 shares; 2025Q2: 2,693 shares 2,693 $1.44M 0.09% -13 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,070 shares; 2024Q1: 3,083 shares; 2024Q2: 3,107 shares; 2024Q3: 3,127 shares; 2024Q4: 3,298 shares; 2025Q1: 3,338 shares; 2025Q2: 3,707 shares 3,707 $1.43M 0.09% +369 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 8,677 shares; 2024Q1: 9,143 shares; 2024Q2: 8,835 shares; 2024Q3: 8,320 shares; 2024Q4: 8,087 shares; 2025Q1: 8,137 shares; 2025Q2: 7,692 shares 7,692 $1.37M 0.09% -445 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 28,881 shares; 2024Q1: 26,920 shares; 2024Q2: 25,905 shares; 2024Q3: 24,753 shares; 2024Q4: 24,753 shares; 2025Q1: 24,870 shares; 2025Q2: 21,763 shares 21,763 $1.34M 0.08% -3,107 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 43,175 shares; 2024Q1: 44,204 shares; 2024Q2: 24,013 shares; 2024Q3: 25,757 shares; 2024Q4: 28,504 shares; 2025Q1: 26,559 shares; 2025Q2: 32,507 shares 32,507 $1.34M 0.08% +5,948 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,843 shares; 2024Q1: 4,813 shares; 2024Q2: 4,813 shares; 2024Q3: 4,813 shares; 2024Q4: 4,813 shares; 2025Q1: 4,815 shares; 2025Q2: 4,815 shares 4,815 $1.33M 0.08% 0 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; 2023Q3: restricted; 2023Q4: 44,165 shares; 2024Q1: 43,850 shares; 2024Q2: 42,995 shares; 2024Q3: 42,855 shares; 2024Q4: 42,790 shares; 2025Q1: 42,790 shares; 2025Q2: 42,790 shares 42,790 $1.33M 0.08% 0 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; 2023Q3: restricted; 2023Q4: 7,913 shares; 2024Q1: 6,863 shares; 2024Q2: 4,813 shares; 2024Q3: 4,368 shares; 2024Q4: 4,608 shares; 2025Q1: 4,608 shares; 2025Q2: 4,533 shares 4,533 $1.31M 0.08% -75 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,047 shares; 2024Q1: 4,942 shares; 2024Q2: 5,042 shares; 2024Q3: 4,778 shares; 2024Q4: 4,615 shares; 2025Q1: 4,648 shares; 2025Q2: 4,713 shares 4,713 $1.29M 0.08% +65 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 13,415 shares; 2024Q1: 13,082 shares; 2024Q2: 12,837 shares; 2024Q3: 12,860 shares; 2024Q4: 12,845 shares; 2025Q1: 12,830 shares; 2025Q2: 14,110 shares 14,110 $1.28M 0.08% +1,280 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 12,817 shares; 2024Q1: 10,216 shares; 2024Q2: 10,216 shares; 2024Q3: 10,442 shares; 2024Q4: 8,417 shares; 2025Q1: 9,733 shares; 2025Q2: 9,658 shares 9,658 $1.27M 0.08% -75 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 15,499 shares; 2024Q1: 15,300 shares; 2024Q2: 15,375 shares; 2024Q3: 15,535 shares; 2024Q4: 16,350 shares; 2025Q1: 15,135 shares; 2025Q2: 14,890 shares 14,890 $1.27M 0.08% -245 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,850 shares; 2024Q1: 1,850 shares; 2024Q2: 1,888 shares; 2024Q3: 1,850 shares; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 2,435 shares 2,435 $1.25M 0.08% +585 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; 2023Q3: restricted; 2023Q4: 6,686 shares; 2024Q1: 5,729 shares; 2024Q2: 5,589 shares; 2024Q3: 5,519 shares; 2024Q4: 4,804 shares; 2025Q1: 4,713 shares; 2025Q2: 4,658 shares 4,658 $1.19M 0.07% -55 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 18,950 shares; 2024Q1: 18,715 shares; 2024Q2: 18,715 shares; 2024Q3: 18,715 shares; 2024Q4: 18,715 shares; 2025Q1: 18,715 shares; 2025Q2: 18,258 shares 18,258 $1.16M 0.07% -457 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 19,292 shares; 2024Q1: 18,622 shares; 2024Q2: 15,559 shares; 2024Q3: 15,034 shares; 2024Q4: 15,231 shares; 2025Q1: 15,074 shares; 2025Q2: 13,932 shares 13,932 $1.13M 0.07% -1,142 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,564 shares; 2024Q1: 5,554 shares; 2024Q2: 6,132 shares; 2024Q3: 5,822 shares; 2024Q4: 5,663 shares; 2025Q1: 5,723 shares; 2025Q2: 5,802 shares 5,802 $1.13M 0.07% +79 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; 2023Q3: restricted; 2023Q4: 4,793 shares; 2024Q1: 4,913 shares; 2024Q2: 4,854 shares; 2024Q3: 4,811 shares; 2024Q4: 4,777 shares; 2025Q1: 5,136 shares; 2025Q2: 4,927 shares 4,927 $1.13M 0.07% -209 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 35,114 shares; 2024Q1: 35,114 shares; 2024Q2: 35,114 shares; 2024Q3: 35,114 shares; 2024Q4: 35,410 shares; 2025Q1: 34,284 shares; 2025Q2: 34,255 shares 34,255 $1.13M 0.07% -29 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6,972 shares; 2024Q1: 6,792 shares; 2024Q2: 6,637 shares; 2024Q3: 6,760 shares; 2024Q4: 6,930 shares; 2025Q1: 6,925 shares; 2025Q2: 6,960 shares 6,960 $1.1M 0.07% +35 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 12,817 shares; 2024Q1: 12,817 shares; 2024Q2: 12,963 shares; 2024Q3: 12,072 shares; 2024Q4: 12,072 shares; 2025Q1: 11,922 shares; 2025Q2: 11,922 shares 11,922 $1.08M 0.07% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 28,012 shares; 2024Q1: 25,424 shares; 2024Q2: 25,424 shares; 2024Q3: 23,167 shares; 2024Q4: 22,067 shares; 2025Q1: 21,734 shares; 2025Q2: 21,234 shares 21,234 $1.08M 0.07% -500 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6,282 shares; 2024Q1: 6,282 shares; 2024Q2: 6,282 shares; 2024Q3: 5,937 shares; 2024Q4: 5,937 shares; 2025Q1: 5,987 shares; 2025Q2: 6,002 shares 6,002 $1.06M 0.07% +15 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 13,040 shares; 2024Q1: 56,596 shares; 2024Q2: 80,547 shares; 2024Q3: 73,227 shares; 2024Q4: 17,832 shares; 2025Q1: 19,127 shares; 2025Q2: 20,367 shares 20,367 $1.03M 0.06% +1,240 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 18,752 shares; 2024Q1: 18,832 shares; 2024Q2: 17,832 shares; 2024Q3: 15,532 shares; 2024Q4: 15,744 shares; 2025Q1: 18,914 shares; 2025Q2: 21,077 shares 21,077 $1.01M 0.06% +2,163 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; 2023Q3: restricted; 2023Q4: 3,450 shares; 2024Q1: 3,450 shares; 2024Q2: 3,450 shares; 2024Q3: 3,450 shares; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,450 shares 3,450 $1M 0.06% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 22,795 shares; 2024Q3: 23,357 shares; 2024Q4: 22,268 shares; 2025Q1: 23,173 shares; 2025Q2: 6,002 shares 6,002 $1M 0.06% -17,171 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; 2023Q3: restricted; 2023Q4: 4,631 shares; 2024Q1: 4,631 shares; 2024Q2: 4,631 shares; 2024Q3: 4,626 shares; 2024Q4: 4,726 shares; 2025Q1: 4,626 shares; 2025Q2: 4,377 shares 4,377 $999K 0.06% -249 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 7,837 shares; 2024Q1: 8,044 shares; 2024Q2: 6,248 shares; 2024Q3: 5,676 shares; 2024Q4: 7,263 shares; 2025Q1: 7,621 shares; 2025Q2: 8,380 shares 8,380 $996K 0.06% +759 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 25,040 shares; 2024Q1: 25,040 shares; 2024Q2: 25,040 shares; 2024Q3: 22,840 shares; 2024Q4: 20,440 shares; 2025Q1: 20,440 shares; 2025Q2: 20,047 shares 20,047 $967K 0.06% -393 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; 2023Q3: restricted; 2023Q4: 16,417 shares; 2024Q1: 15,732 shares; 2024Q2: 15,732 shares; 2024Q3: 15,512 shares; 2024Q4: 15,397 shares; 2025Q1: 15,397 shares; 2025Q2: 15,397 shares 15,397 $965K 0.06% 0 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; 2023Q3: restricted; 2023Q4: 30,163 shares; 2024Q1: 21,320 shares; 2024Q2: 20,848 shares; 2024Q3: 20,533 shares; 2024Q4: 20,397 shares; 2025Q1: 19,165 shares; 2025Q2: 18,540 shares 18,540 $964K 0.06% -625 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,269 shares; 2024Q1: 5,147 shares; 2024Q2: 5,147 shares; 2024Q3: 5,202 shares; 2024Q4: 5,974 shares; 2025Q1: 5,418 shares; 2025Q2: 6,499 shares 6,499 $954K 0.06% +1,081 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 11,500 shares; 2024Q1: 11,500 shares; 2024Q2: 11,500 shares; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 11,500 shares 11,500 $952K 0.06% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 15,781 shares; 2024Q1: 14,808 shares; 2024Q2: 13,842 shares; 2024Q3: 12,827 shares; 2024Q4: 12,585 shares; 2025Q1: 12,617 shares; 2025Q2: 12,333 shares 12,333 $951K 0.06% -284 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; 2023Q3: restricted; 2023Q4: 166 shares; 2024Q1: 166 shares; 2024Q2: 161 shares; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 165 shares 165 $939K 0.06% +4 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 951 shares; 2024Q1: 926 shares; 2024Q2: 896 shares; 2024Q3: 891 shares; 2024Q4: 886 shares; 2025Q1: 886 shares; 2025Q2: 905 shares 905 $925K 0.06% +19 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 7,643 shares; 2024Q1: 8,181 shares; 2024Q2: 8,181 shares; 2024Q3: 8,181 shares; 2024Q4: 7,901 shares; 2025Q1: 6,980 shares; 2025Q2: 6,980 shares 6,980 $922K 0.06% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 33,508 shares; 2024Q1: 16,040 shares; 2024Q2: 14,237 shares; 2024Q3: 13,328 shares; 2024Q4: 8,781 shares; 2025Q1: 9,016 shares; 2025Q2: 8,621 shares 8,621 $886K 0.06% -395 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 44,480 shares; 2024Q1: 12,565 shares; 2024Q2: 11,264 shares; 2024Q3: 10,018 shares; 2024Q4: 9,897 shares; 2025Q1: 7,267 shares; 2025Q2: 7,362 shares 7,362 $878K 0.06% +95 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 10,983 shares; 2024Q1: 10,983 shares; 2024Q2: 5,318 shares; 2024Q3: 5,318 shares; 2024Q4: 5,318 shares; 2025Q1: 5,318 shares; 2025Q2: 5,318 shares 5,318 $875K 0.06% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 52,396 shares; 2024Q1: 51,268 shares; 2024Q2: 23,365 shares; 2024Q3: 15,791 shares; 2024Q4: 10,657 shares; 2025Q1: 9,547 shares; 2025Q2: 8,622 shares 8,622 $866K 0.05% -925 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6,111 shares; 2024Q1: 6,221 shares; 2024Q2: 6,221 shares; 2024Q3: 5,856 shares; 2024Q4: 5,306 shares; 2025Q1: 5,306 shares; 2025Q2: 4,996 shares 4,996 $849K 0.05% -310 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6,646 shares; 2024Q1: 6,646 shares; 2024Q2: 6,646 shares; 2024Q3: 6,602 shares; 2024Q4: 6,602 shares; 2025Q1: 8,016 shares; 2025Q2: 7,929 shares 7,929 $841K 0.05% -87 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; 2023Q3: restricted; 2023Q4: 12,471 shares; 2024Q1: 12,551 shares; 2024Q2: 12,719 shares; 2024Q3: 12,671 shares; 2024Q4: 12,603 shares; 2025Q1: 12,797 shares; 2025Q2: 12,001 shares 12,001 $813K 0.05% -796 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,956 shares; 2024Q1: 5,956 shares; 2024Q2: 5,956 shares; 2024Q3: 5,956 shares; 2024Q4: 5,956 shares; 2025Q1: 5,956 shares; 2025Q2: 5,956 shares 5,956 $806K 0.05% 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; 2023Q3: restricted; 2023Q4: 5,437 shares; 2024Q1: 5,197 shares; 2024Q2: 5,032 shares; 2024Q3: 5,052 shares; 2024Q4: 5,077 shares; 2025Q1: 5,067 shares; 2025Q2: 5,142 shares 5,142 $803K 0.05% +75 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,335 shares; 2025Q2: 3,830 shares 3,830 $797K 0.05% +495 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; 2023Q3: restricted; 2023Q4: 29,514 shares; 2024Q1: 25,287 shares; 2024Q2: 20,870 shares; 2024Q3: 21,183 shares; 2024Q4: 21,098 shares; 2025Q1: 21,598 shares; 2025Q2: 21,470 shares 21,470 $758K 0.05% -128 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; 2023Q3: restricted; 2023Q4: 10,586 shares; 2024Q1: 10,101 shares; 2024Q2: 9,301 shares; 2024Q3: 9,046 shares; 2024Q4: 8,716 shares; 2025Q1: 8,476 shares; 2025Q2: 8,431 shares 8,431 $748K 0.05% -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; 2023Q3: restricted; 2023Q4: 77,536 shares; 2024Q1: 69,960 shares; 2024Q2: 54,432 shares; 2024Q3: 47,224 shares; 2024Q4: 47,224 shares; 2025Q1: 45,099 shares; 2025Q2: 26,324 shares 26,324 $739K 0.05% -18,775 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; 2023Q3: restricted; 2023Q4: 2,277 shares; 2024Q1: 2,277 shares; 2024Q2: 2,277 shares; 2024Q3: 2,277 shares; 2024Q4: 2,277 shares; 2025Q1: 2,277 shares; 2025Q2: 2,277 shares 2,277 $723K 0.05% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 5,630 shares; 2024Q2: 9,131 shares; 2024Q3: 8,691 shares; 2024Q4: 11,025 shares; 2025Q1: 8,465 shares; 2025Q2: 13,322 shares 13,322 $723K 0.05% +4,857 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,872 shares; 2024Q1: 2,054 shares; 2024Q2: 2,701 shares; 2024Q3: 2,701 shares; 2024Q4: 2,701 shares; 2025Q1: 2,737 shares; 2025Q2: 2,830 shares 2,830 $720K 0.05% +93 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 70,217 shares; 2024Q1: 67,358 shares; 2024Q2: 65,709 shares; 2024Q3: 62,294 shares; 2024Q4: 59,627 shares; 2025Q1: 9,605 shares; 2025Q2: 9,665 shares 9,665 $719K 0.05% +60 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,415 shares; 2024Q1: 4,415 shares; 2024Q2: 3,740 shares; 2024Q3: 3,740 shares; 2024Q4: 2,910 shares; 2025Q1: 2,910 shares; 2025Q2: 2,910 shares 2,910 $719K 0.05% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 7,897 shares; 2024Q1: 7,635 shares; 2024Q2: 7,635 shares; 2024Q3: 7,505 shares; 2024Q4: 7,455 shares; 2025Q1: 7,455 shares; 2025Q2: 6,860 shares 6,860 $716K 0.05% -595 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,818 shares; 2024Q1: 3,267 shares; 2024Q2: 3,157 shares; 2024Q3: 2,701 shares; 2024Q4: 2,642 shares; 2025Q1: 2,622 shares; 2025Q2: 2,291 shares 2,291 $690K 0.04% -331 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,922 shares; 2024Q1: 5,912 shares; 2024Q2: 5,812 shares; 2024Q3: 5,767 shares; 2024Q4: 7,867 shares; 2025Q1: 5,547 shares; 2025Q2: 5,072 shares 5,072 $679K 0.04% -475 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,531 shares; 2024Q1: 5,456 shares; 2024Q2: 5,166 shares; 2024Q3: 5,561 shares; 2024Q4: 4,806 shares; 2025Q1: 2,379 shares; 2025Q2: 2,379 shares 2,379 $678K 0.04% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 40,750 shares; 2024Q1: 40,750 shares; 2024Q2: 40,750 shares; 2024Q3: 40,750 shares; 2024Q4: 40,750 shares; 2025Q1: 40,750 shares; 2025Q2: 40,750 shares 40,750 $675K 0.04% 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; 2023Q3: restricted; 2023Q4: 482 shares; 2024Q1: 482 shares; 2024Q2: 489 shares; 2024Q3: 489 shares; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 7,275 shares 7,275 $649K 0.04% +6,786 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 9,120 shares; 2024Q1: 7,745 shares; 2024Q2: 6,445 shares; 2024Q3: 6,445 shares; 2024Q4: 7,166 shares; 2025Q1: 9,179 shares; 2025Q2: 8,833 shares 8,833 $648K 0.04% -346 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,187 shares; 2025Q1: 10,187 shares; 2025Q2: 10,187 shares 10,187 $646K 0.04% 0 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; 2023Q3: restricted; 2023Q4: 29,382 shares; 2024Q1: 28,614 shares; 2024Q2: 19,879 shares; 2024Q3: 19,363 shares; 2024Q4: 19,364 shares; 2025Q1: 17,798 shares; 2025Q2: 14,994 shares 14,994 $634K 0.04% -2,804 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,855 shares; 2024Q1: 2,760 shares; 2024Q2: 9,380 shares; 2024Q3: 9,250 shares; 2024Q4: 3,020 shares; 2025Q1: 2,945 shares; 2025Q2: 2,945 shares 2,945 $632K 0.04% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,158 shares; 2024Q1: 3,158 shares; 2024Q2: 3,158 shares; 2024Q3: 3,158 shares; 2024Q4: 3,158 shares; 2025Q1: 3,158 shares; 2025Q2: 3,158 shares 3,158 $625K 0.04% 0 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; 2023Q3: restricted; 2023Q4: 1,238 shares; 2024Q1: 1,238 shares; 2024Q2: 1,238 shares; 2024Q3: 1,238 shares; 2024Q4: 1,238 shares; 2025Q1: 1,238 shares; 2025Q2: 1,206 shares 1,206 $624K 0.04% -32 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; 2023Q3: restricted; 2023Q4: 8,869 shares; 2024Q1: 8,869 shares; 2024Q2: 8,462 shares; 2024Q3: 8,462 shares; 2024Q4: 8,447 shares; 2025Q1: 8,479 shares; 2025Q2: 8,458 shares 8,458 $623K 0.04% -21 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; 2023Q3: restricted; 2023Q4: 4,100 shares; 2024Q1: 4,100 shares; 2024Q2: 4,100 shares; 2024Q3: 4,100 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares 3,700 $619K 0.04% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,007 shares; 2024Q1: 4,007 shares; 2024Q2: 4,007 shares; 2024Q3: 4,007 shares; 2024Q4: 4,007 shares; 2025Q1: 3,469 shares; 2025Q2: 3,469 shares 3,469 $610K 0.04% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6,267 shares; 2024Q1: 6,208 shares; 2024Q2: 3,087 shares; 2024Q3: 3,087 shares; 2024Q4: 3,087 shares; 2025Q1: 3,087 shares; 2025Q2: 3,087 shares 3,087 $604K 0.04% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 11,265 shares; 2024Q1: 11,265 shares; 2024Q2: 11,265 shares; 2024Q3: 11,265 shares; 2024Q4: 11,265 shares; 2025Q1: 11,265 shares; 2025Q2: 11,265 shares 11,265 $581K 0.04% 0 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,475 shares; 2024Q1: 5,655 shares; 2024Q2: 5,655 shares; 2024Q3: 5,655 shares; 2024Q4: 5,655 shares; 2025Q1: 5,655 shares; 2025Q2: 5,655 shares 5,655 $576K 0.04% 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; 2023Q3: restricted; 2023Q4: 1,225 shares; 2024Q1: 1,180 shares; 2024Q2: 1,145 shares; 2024Q3: 1,470 shares; 2024Q4: 1,885 shares; 2025Q1: 1,885 shares; 2025Q2: 1,976 shares 1,976 $563K 0.04% +91 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,334 shares; 2024Q1: 2,050 shares; 2024Q2: 2,113 shares; 2024Q3: 2,102 shares; 2024Q4: 1,985 shares; 2025Q1: 2,001 shares; 2025Q2: 2,073 shares 2,073 $554K 0.03% +72 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6,100 shares; 2024Q1: 5,274 shares; 2024Q2: 4,954 shares; 2024Q3: 3,676 shares; 2024Q4: 3,676 shares; 2025Q1: 3,601 shares; 2025Q2: 3,601 shares 3,601 $547K 0.03% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,416 shares; 2025Q2: 4,770 shares 4,770 $546K 0.03% -20,646 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 8,362 shares; 2024Q1: 8,177 shares; 2024Q2: 7,424 shares; 2024Q3: 5,905 shares; 2024Q4: 6,218 shares; 2025Q1: 5,265 shares; 2025Q2: 5,415 shares 5,415 $535K 0.03% +150 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 22,995 shares; 2024Q1: 22,993 shares; 2024Q2: 22,558 shares; 2024Q3: 10,655 shares; 2024Q4: 10,741 shares; 2025Q1: 10,501 shares; 2025Q2: 10,501 shares 10,501 $519K 0.03% 0 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,970 shares 5,970 $513K 0.03% new 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; 2023Q3: restricted; 2023Q4: 8,490 shares; 2024Q1: 8,832 shares; 2024Q2: 8,580 shares; 2024Q3: 8,496 shares; 2024Q4: 8,539 shares; 2025Q1: 8,586 shares; 2025Q2: 8,300 shares 8,300 $506K 0.03% -286 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; 2023Q3: restricted; 2023Q4: 2,259 shares; 2024Q1: 2,259 shares; 2024Q2: 2,259 shares; 2024Q3: 2,259 shares; 2024Q4: 2,259 shares; 2025Q1: 2,259 shares; 2025Q2: 2,259 shares 2,259 $505K 0.03% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,973 shares; 2024Q1: 1,973 shares; 2024Q2: 1,658 shares; 2024Q3: 1,526 shares; 2024Q4: 1,526 shares; 2025Q1: 1,513 shares; 2025Q2: 1,466 shares 1,466 $495K 0.03% -47 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,895 shares; 2024Q1: 3,875 shares; 2024Q2: 3,805 shares; 2024Q3: 3,805 shares; 2024Q4: 3,805 shares; 2025Q1: 3,805 shares; 2025Q2: 3,805 shares 3,805 $470K 0.03% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,412 shares 6,412 $464K 0.03% new 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; 2023Q3: restricted; 2023Q4: 4,168 shares; 2024Q1: 4,088 shares; 2024Q2: 4,063 shares; 2024Q3: 3,818 shares; 2024Q4: 3,603 shares; 2025Q1: 3,653 shares; 2025Q2: 3,618 shares 3,618 $463K 0.03% -35 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 645 shares; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 587 shares 587 $456K 0.03% +7 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 804 shares; 2024Q4: 804 shares; 2025Q1: 822 shares; 2025Q2: 868 shares 868 $451K 0.03% +46 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6,613 shares; 2024Q1: 6,613 shares; 2024Q2: 6,294 shares; 2024Q3: 6,294 shares; 2024Q4: 6,294 shares; 2025Q1: 6,294 shares; 2025Q2: 6,294 shares 6,294 $448K 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 110,358 shares; 2024Q1: 108,382 shares; 2024Q2: 228,094 shares; 2024Q3: 93,939 shares; 2024Q4: 39,567 shares; 2025Q1: 32,352 shares; 2025Q2: 18,368 shares 18,368 $417K 0.03% -13,984 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,322 shares; 2024Q1: 3,715 shares; 2024Q2: 3,715 shares; 2024Q3: 3,670 shares; 2024Q4: 3,581 shares; 2025Q1: 3,485 shares; 2025Q2: 3,156 shares 3,156 $414K 0.03% -329 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 83,929 shares; 2024Q1: 22,018 shares; 2024Q2: 21,136 shares; 2024Q3: 21,136 shares; 2024Q4: 20,271 shares; 2025Q1: 19,162 shares; 2025Q2: 18,236 shares 18,236 $410K 0.03% -926 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,256 shares; 2024Q1: 5,256 shares; 2024Q2: 5,256 shares; 2024Q3: 5,256 shares; 2024Q4: 5,256 shares; 2025Q1: 5,256 shares; 2025Q2: 5,256 shares 5,256 $392K 0.02% 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,128 shares; 2025Q2: 6,802 shares 6,802 $387K 0.02% +1,674 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,391 shares; 2024Q3: 10,966 shares; 2024Q4: 13,551 shares; 2025Q1: 13,661 shares; 2025Q2: 12,623 shares 12,623 $386K 0.02% -1,038 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,740 shares; 2025Q2: 2,740 shares 2,740 $381K 0.02% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 9,237 shares; 2024Q1: 9,207 shares; 2024Q2: 8,865 shares; 2024Q3: 8,459 shares; 2024Q4: 8,459 shares; 2025Q1: 8,459 shares; 2025Q2: 8,285 shares 8,285 $376K 0.02% -174 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,550 shares; 2024Q1: 2,550 shares; 2024Q2: 2,550 shares; 2024Q3: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares 2,550 $367K 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; 2023Q3: restricted; 2023Q4: 14,322 shares; 2024Q1: 13,947 shares; 2024Q2: 13,702 shares; 2024Q3: 13,395 shares; 2024Q4: 12,630 shares; 2025Q1: 12,630 shares; 2025Q2: 12,630 shares 12,630 $366K 0.02% 0 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; 2023Q3: restricted; 2023Q4: 3,645 shares; 2024Q1: 3,645 shares; 2024Q2: 3,556 shares; 2024Q3: 3,556 shares; 2024Q4: 2,953 shares; 2025Q1: 2,917 shares; 2025Q2: 2,917 shares 2,917 $360K 0.02% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,915 shares; 2024Q1: 2,890 shares; 2024Q2: 2,890 shares; 2024Q3: 2,760 shares; 2024Q4: 2,595 shares; 2025Q1: 2,990 shares; 2025Q2: 2,700 shares 2,700 $346K 0.02% -290 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6,200 shares; 2024Q1: 6,200 shares; 2024Q2: 6,200 shares; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares 6,200 $346K 0.02% 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; 2023Q3: restricted; 2023Q4: 5,377 shares; 2024Q1: 5,377 shares; 2024Q2: 5,107 shares; 2024Q3: 5,129 shares; 2024Q4: 5,117 shares; 2025Q1: 5,117 shares; 2025Q2: 4,579 shares 4,579 $343K 0.02% -538 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6,847 shares; 2024Q1: 6,790 shares; 2024Q2: 6,790 shares; 2024Q3: 7,540 shares; 2024Q4: 7,540 shares; 2025Q1: 7,440 shares; 2025Q2: 7,440 shares 7,440 $340K 0.02% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,076 shares; 2024Q1: 5,000 shares; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 12,000 shares 12,000 $335K 0.02% -3,000 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 9,892 shares; 2024Q1: 9,892 shares; 2024Q2: 9,864 shares; 2024Q3: 8,590 shares; 2024Q4: 8,590 shares; 2025Q1: 8,280 shares; 2025Q2: 8,280 shares 8,280 $331K 0.02% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,740 shares; 2024Q2: 4,590 shares; 2024Q3: 4,590 shares; 2024Q4: 4,740 shares; 2025Q1: 4,740 shares; 2025Q2: 5,540 shares 5,540 $325K 0.02% +800 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 13,525 shares; 2024Q1: 12,030 shares; 2024Q2: 9,070 shares; 2024Q3: 8,759 shares; 2024Q4: 8,689 shares; 2025Q1: 7,331 shares; 2025Q2: 6,117 shares 6,117 $325K 0.02% -1,214 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,450 shares; 2024Q2: 1,450 shares; 2024Q3: 1,450 shares; 2024Q4: 2,012 shares; 2025Q1: 1,950 shares; 2025Q2: 1,550 shares 1,550 $323K 0.02% -400 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,982 shares; 2024Q1: 3,672 shares; 2024Q2: 3,514 shares; 2024Q3: 3,519 shares; 2024Q4: 2,824 shares; 2025Q1: 2,942 shares; 2025Q2: 2,942 shares 2,942 $323K 0.02% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,150 shares; 2024Q1: 1,150 shares; 2024Q2: 1,150 shares; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,130 shares 1,130 $315K 0.02% -20 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 11,358 shares; 2024Q1: 11,536 shares; 2024Q2: 11,993 shares; 2024Q3: 11,993 shares; 2024Q4: 11,993 shares; 2025Q1: 12,104 shares; 2025Q2: 10,355 shares 10,355 $314K 0.02% -1,749 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,670 shares; 2024Q1: 3,415 shares; 2024Q2: 3,322 shares; 2024Q3: 3,227 shares; 2024Q4: 3,227 shares; 2025Q1: 3,227 shares; 2025Q2: 3,152 shares 3,152 $308K 0.02% -75 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,930 shares; 2024Q1: 1,930 shares; 2024Q2: 1,930 shares; 2024Q3: 1,930 shares; 2024Q4: 1,930 shares; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares 1,930 $300K 0.02% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,007 shares; 2024Q1: 1,437 shares; 2024Q2: 1,437 shares; 2024Q3: 1,416 shares; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,464 shares 1,464 $291K 0.02% +48 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 18,175 shares; 2024Q1: 17,610 shares; 2024Q2: 17,430 shares; 2024Q3: 15,355 shares; 2024Q4: 12,360 shares; 2025Q1: 12,460 shares; 2025Q2: 12,275 shares 12,275 $287K 0.02% -185 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; 2023Q3: restricted; 2023Q4: 3,011 shares; 2024Q1: 1,828 shares; 2024Q2: 1,828 shares; 2024Q3: 1,828 shares; 2024Q4: 1,828 shares; 2025Q1: 1,828 shares; 2025Q2: 1,828 shares 1,828 $271K 0.02% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 14,265 shares; 2024Q1: 13,819 shares; 2024Q2: 11,893 shares; 2024Q3: 10,646 shares; 2024Q4: 8,518 shares; 2025Q1: 7,965 shares; 2025Q2: 8,061 shares 8,061 $270K 0.02% +96 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; 2023Q3: restricted; 2023Q4: 13,146 shares; 2024Q1: 13,146 shares; 2024Q2: 13,146 shares; 2024Q3: 13,646 shares; 2024Q4: 13,646 shares; 2025Q1: 15,608 shares; 2025Q2: 14,816 shares 14,816 $270K 0.02% -792 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 33,524 shares; 2024Q1: 26,883 shares; 2024Q2: 24,086 shares; 2024Q3: 18,219 shares; 2024Q4: 16,404 shares; 2025Q1: 15,679 shares; 2025Q2: 15,679 shares 15,679 $262K 0.02% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 8,086 shares; 2024Q1: 7,796 shares; 2024Q2: 9,166 shares; 2024Q3: 9,016 shares; 2024Q4: 7,376 shares; 2025Q1: 7,051 shares; 2025Q2: 3,560 shares 3,560 $261K 0.02% -3,491 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 900 shares; 2024Q2: 900 shares; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares 900 $254K 0.02% 0 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,540 shares 2,540 $247K 0.02% new 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 344 shares 344 $238K 0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,923 shares; 2024Q1: 4,923 shares; 2024Q2: 4,923 shares; 2024Q3: 4,612 shares; 2024Q4: 4,612 shares; 2025Q1: 4,612 shares; 2025Q2: 4,612 shares 4,612 $233K 0.01% 0 Timeline CQQQ 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; 2023Q3: restricted; 2023Q4: 6,869 shares; 2024Q1: 7,344 shares; 2024Q2: 7,344 shares; 2024Q3: 6,536 shares; 2024Q4: 5,477 shares; 2025Q1: 5,474 shares; 2025Q2: 5,265 shares 5,265 $232K 0.01% -209 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,770 shares; 2025Q2: 1,770 shares 1,770 $227K 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares 1,150 $225K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,692 shares; 2024Q2: 2,702 shares; 2024Q3: 2,702 shares; 2024Q4: 3,297 shares; 2025Q1: 2,702 shares; 2025Q2: 2,785 shares 2,785 $224K 0.01% +83 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,754 shares; 2024Q4: 3,754 shares; 2025Q1: 3,754 shares; 2025Q2: 3,565 shares 3,565 $223K 0.01% -189 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 7,560 shares; 2024Q1: 7,560 shares; 2024Q2: 7,560 shares; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares 7,500 $218K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares 750 $206K 0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares 1,700 $203K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 785 shares; 2024Q2: 785 shares; 2024Q3: 780 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares 3,900 $202K 0.01% 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; 2023Q3: restricted; 2023Q4: 3,004 shares; 2024Q1: 3,004 shares; 2024Q2: not reported; 2024Q3: 2,471 shares; 2024Q4: 2,471 shares; 2025Q1: 2,471 shares; 2025Q2: 2,471 shares 2,471 $201K 0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,317 shares; 2025Q2: 15,469 shares 15,469 $161K 0.01% +2,152 Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 19,395 shares; 2024Q1: 19,395 shares; 2024Q2: 19,395 shares; 2024Q3: 19,395 shares; 2024Q4: 14,915 shares; 2025Q1: 14,915 shares; 2025Q2: 14,915 shares 14,915 $90.5K 0.01% 0 Timeline ICAD INC ICAD INC More: the full row for ICAD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 12,300 shares; 2024Q1: 12,300 shares; 2024Q2: 12,300 shares; 2024Q3: 12,300 shares; 2024Q4: 12,300 shares; 2025Q1: 12,300 shares; 2025Q2: 12,300 shares 12,300 $47.1K <0.01% 0 SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 19,615 shares; 2024Q1: 19,615 shares; 2024Q2: 19,615 shares; 2024Q3: 19,615 shares; 2024Q4: 19,615 shares; 2025Q1: 19,615 shares; 2025Q2: 19,615 shares 19,615 $45.1K <0.01% 0 Timeline CTSO CYTOSORBENTS CORP More: the full row for CYTOSORBENTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 15,225 shares; 2024Q1: 15,225 shares; 2024Q2: 15,225 shares; 2024Q3: 15,225 shares; 2024Q4: 15,225 shares; 2025Q1: 15,225 shares; 2025Q2: 15,225 shares 15,225 $18.7K <0.01% 0 Timeline