AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,931,684 shares; 2024Q4: 1,904,969 shares; 2025Q1: 1,899,746 shares; 2025Q2: 1,910,139 shares; 2025Q3: 1,910,735 shares; 2025Q4: 1,889,776 shares 1,889,776 $514M 5.65% -20,959 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971,090 shares; 2024Q4: 957,150 shares; 2025Q1: 955,214 shares; 2025Q2: 946,747 shares; 2025Q3: 927,393 shares; 2025Q4: 905,532 shares 905,532 $438M 4.82% -21,861 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,482,578 shares; 2025Q3: 5,843,370 shares; 2025Q4: 6,852,855 shares 6,852,855 $312M 3.44% +1,009,485 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,581,578 shares; 2024Q4: 1,583,064 shares; 2025Q1: 1,548,516 shares; 2025Q2: 1,558,710 shares; 2025Q3: 1,591,188 shares; 2025Q4: 1,616,358 shares 1,616,358 $301M 3.32% +25,170 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582,689 shares; 2024Q4: 576,039 shares; 2025Q1: 586,161 shares; 2025Q2: 576,028 shares; 2025Q3: 577,506 shares; 2025Q4: 610,480 shares 610,480 $298M 3.28% +32,974 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982,339 shares; 2024Q4: 976,567 shares; 2025Q1: 983,936 shares; 2025Q2: 985,594 shares; 2025Q3: 931,602 shares; 2025Q4: 936,301 shares 936,301 $216M 2.38% +4,699 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640,867 shares; 2024Q4: 637,647 shares; 2025Q1: 650,623 shares; 2025Q2: 645,799 shares; 2025Q3: 630,189 shares; 2025Q4: 648,165 shares 648,165 $203M 2.23% +17,976 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 746,559 shares; 2024Q4: 742,700 shares; 2025Q1: 825,357 shares; 2025Q2: 956,036 shares; 2025Q3: 1,194,862 shares; 2025Q4: 1,439,846 shares 1,439,846 $197M 2.17% +244,984 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,531,553 shares; 2024Q4: 1,591,922 shares; 2025Q1: 1,701,899 shares; 2025Q2: 1,847,040 shares; 2025Q3: 1,886,333 shares; 2025Q4: 1,951,231 shares 1,951,231 $187M 2.06% +64,898 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,118,830 shares; 2024Q4: 2,267,834 shares; 2025Q1: 2,457,140 shares; 2025Q2: 2,518,698 shares; 2025Q3: 2,609,474 shares; 2025Q4: 2,555,605 shares 2,555,605 $186M 2.04% -53,869 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,376 shares; 2024Q4: 523,022 shares; 2025Q1: 528,843 shares; 2025Q2: 525,269 shares; 2025Q3: 520,519 shares; 2025Q4: 510,358 shares 510,358 $177M 1.94% -10,161 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,718 shares; 2024Q4: 378,579 shares; 2025Q1: 366,190 shares; 2025Q2: 354,183 shares; 2025Q3: 348,828 shares; 2025Q4: 346,021 shares 346,021 $164M 1.8% -2,807 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,418 shares; 2024Q4: 567,869 shares; 2025Q1: 563,793 shares; 2025Q2: 540,599 shares; 2025Q3: 511,202 shares; 2025Q4: 504,885 shares 504,885 $158M 1.74% -6,317 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,649 shares; 2024Q4: 448,354 shares; 2025Q1: 485,484 shares; 2025Q2: 546,104 shares; 2025Q3: 556,931 shares; 2025Q4: 567,959 shares 567,959 $147M 1.61% +11,028 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,660 shares; 2024Q4: 195,000 shares; 2025Q1: 201,924 shares; 2025Q2: 205,652 shares; 2025Q3: 208,280 shares; 2025Q4: 207,361 shares 207,361 $137M 1.51% -919 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,744 shares; 2024Q4: 190,946 shares; 2025Q1: 193,684 shares; 2025Q2: 195,543 shares; 2025Q3: 185,015 shares; 2025Q4: 196,075 shares 196,075 $134M 1.47% +11,060 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,893 shares; 2024Q4: 403,082 shares; 2025Q1: 410,358 shares; 2025Q2: 423,957 shares; 2025Q3: 422,678 shares; 2025Q4: 441,169 shares 441,169 $128M 1.41% +18,491 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,875 shares; 2024Q4: 354,164 shares; 2025Q1: 355,288 shares; 2025Q2: 356,203 shares; 2025Q3: 353,667 shares; 2025Q4: 352,552 shares 352,552 $124M 1.36% -1,115 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,509 shares; 2024Q4: 102,033 shares; 2025Q1: 102,764 shares; 2025Q2: 103,839 shares; 2025Q3: 104,106 shares; 2025Q4: 103,672 shares 103,672 $111M 1.23% -434 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,639 shares; 2024Q4: 392,775 shares; 2025Q1: 377,600 shares; 2025Q2: 376,735 shares; 2025Q3: 363,815 shares; 2025Q4: 344,281 shares 344,281 $111M 1.22% -19,534 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705,407 shares; 2024Q4: 705,043 shares; 2025Q1: 741,779 shares; 2025Q2: 831,931 shares; 2025Q3: 834,862 shares; 2025Q4: 831,369 shares 831,369 $109M 1.2% -3,493 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,751 shares; 2024Q4: 447,945 shares; 2025Q1: 440,002 shares; 2025Q2: 468,528 shares; 2025Q3: 478,545 shares; 2025Q4: 1,021,078 shares 1,021,078 $102M 1.12% +542,533 Timeline IWLG NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,877,835 shares 1,877,835 $102M 1.12% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,067 shares; 2024Q4: 164,829 shares; 2025Q1: 164,840 shares; 2025Q2: 164,065 shares; 2025Q3: 162,728 shares; 2025Q4: 161,033 shares 161,033 $91.9M 1.01% -1,695 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,153 shares; 2024Q4: 353,989 shares; 2025Q1: 359,247 shares; 2025Q2: 376,947 shares; 2025Q3: 379,841 shares; 2025Q4: 403,058 shares 403,058 $84.8M 0.93% +23,217 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,104 shares; 2024Q4: 380,922 shares; 2025Q1: 384,495 shares; 2025Q2: 396,225 shares; 2025Q3: 382,178 shares; 2025Q4: 365,525 shares 365,525 $83.5M 0.92% -16,653 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,532 shares; 2024Q4: 96,271 shares; 2025Q1: 94,119 shares; 2025Q2: 92,237 shares; 2025Q3: 91,410 shares; 2025Q4: 90,432 shares 90,432 $78M 0.86% -978 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778,138 shares; 2024Q4: 780,699 shares; 2025Q1: 791,149 shares; 2025Q2: 814,925 shares; 2025Q3: 814,839 shares; 2025Q4: 814,687 shares 814,687 $71.3M 0.78% -152 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,197 shares; 2024Q4: 136,045 shares; 2025Q1: 136,006 shares; 2025Q2: 139,143 shares; 2025Q3: 135,794 shares; 2025Q4: 132,228 shares 132,228 $66.5M 0.73% -3,566 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,839 shares; 2024Q4: 266,423 shares; 2025Q1: 273,502 shares; 2025Q2: 304,492 shares; 2025Q3: 421,602 shares; 2025Q4: 427,741 shares 427,741 $65.2M 0.72% +6,139 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,907 shares; 2024Q4: 342,424 shares; 2025Q1: 344,647 shares; 2025Q2: 334,983 shares; 2025Q3: 325,494 shares; 2025Q4: 314,253 shares 314,253 $65M 0.72% -11,241 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,077 shares; 2024Q4: 252,552 shares; 2025Q1: 322,904 shares; 2025Q2: 337,345 shares; 2025Q3: 338,275 shares; 2025Q4: 329,528 shares 329,528 $64.2M 0.71% -8,747 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,284 shares; 2024Q4: 207,902 shares; 2025Q1: 209,412 shares; 2025Q2: 212,000 shares; 2025Q3: 202,687 shares; 2025Q4: 178,464 shares 178,464 $61.4M 0.68% -24,223 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,394 shares; 2024Q4: 486,434 shares; 2025Q1: 492,183 shares; 2025Q2: 503,602 shares; 2025Q3: 506,845 shares; 2025Q4: 520,544 shares 520,544 $58M 0.64% +13,699 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 961,627 shares; 2024Q4: 990,642 shares; 2025Q1: 983,937 shares; 2025Q2: 990,527 shares; 2025Q3: 986,559 shares; 2025Q4: 1,029,767 shares 1,029,767 $56.6M 0.62% +43,208 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534,730 shares; 2024Q4: 529,310 shares; 2025Q1: 512,518 shares; 2025Q2: 503,355 shares; 2025Q3: 485,281 shares; 2025Q4: 470,601 shares 470,601 $56.6M 0.62% -14,680 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543,921 shares; 2024Q4: 561,937 shares; 2025Q1: 592,690 shares; 2025Q2: 604,707 shares; 2025Q3: 586,523 shares; 2025Q4: 729,561 shares 729,561 $53.7M 0.59% +143,038 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,375,745 shares; 2024Q4: 4,111,044 shares; 2025Q1: 4,090,737 shares; 2025Q2: 3,987,951 shares; 2025Q3: 2,982,998 shares; 2025Q4: 1,847,216 shares 1,847,216 $50.7M 0.56% -1,135,782 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,271 shares; 2024Q4: 136,031 shares; 2025Q1: 136,368 shares; 2025Q2: 136,429 shares; 2025Q3: 135,246 shares; 2025Q4: 136,557 shares 136,557 $50.5M 0.56% +1,311 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,282 shares; 2024Q4: 145,320 shares; 2025Q1: 149,164 shares; 2025Q2: 153,401 shares; 2025Q3: 162,634 shares; 2025Q4: 156,127 shares 156,127 $49.7M 0.55% -6,507 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,696 shares; 2024Q4: 517,842 shares; 2025Q1: 520,602 shares; 2025Q2: 564,875 shares; 2025Q3: 588,908 shares; 2025Q4: 639,730 shares 639,730 $49.3M 0.54% +50,822 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,992 shares; 2024Q4: 75,995 shares; 2025Q1: 77,382 shares; 2025Q2: 78,606 shares; 2025Q3: 82,056 shares; 2025Q4: 83,822 shares 83,822 $47.5M 0.52% +1,766 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,280 shares; 2024Q4: 65,467 shares; 2025Q1: 64,065 shares; 2025Q2: 62,957 shares; 2025Q3: 61,424 shares; 2025Q4: 300,653 shares 300,653 $46.1M 0.51% +239,229 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,995 shares; 2024Q4: 275,224 shares; 2025Q1: 276,627 shares; 2025Q2: 269,968 shares; 2025Q3: 278,421 shares; 2025Q4: 283,375 shares 283,375 $45.5M 0.5% +4,954 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623,329 shares; 2024Q4: 639,477 shares; 2025Q1: 628,180 shares; 2025Q2: 644,460 shares; 2025Q3: 623,432 shares; 2025Q4: 615,725 shares 615,725 $43M 0.47% -7,707 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,149 shares; 2024Q4: 7,959 shares; 2025Q1: 7,727 shares; 2025Q2: 7,543 shares; 2025Q3: 7,390 shares; 2025Q4: 7,230 shares 7,230 $38.7M 0.43% -160 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,633 shares; 2024Q4: 26,953 shares; 2025Q1: 33,843 shares; 2025Q2: 35,288 shares; 2025Q3: 38,392 shares; 2025Q4: 412,797 shares 412,797 $38.7M 0.43% +374,405 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836,386 shares; 2024Q4: 815,091 shares; 2025Q1: 770,986 shares; 2025Q2: 744,286 shares; 2025Q3: 697,225 shares; 2025Q4: 712,348 shares 712,348 $38.3M 0.42% +15,123 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,958 shares; 2024Q4: 280,128 shares; 2025Q1: 230,342 shares; 2025Q2: 214,960 shares; 2025Q3: 194,617 shares; 2025Q4: 185,256 shares 185,256 $38.1M 0.42% -9,361 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,068 shares; 2024Q4: 309,167 shares; 2025Q1: 305,704 shares; 2025Q2: 309,801 shares; 2025Q3: 269,251 shares; 2025Q4: 255,481 shares 255,481 $36.6M 0.4% -13,770 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,512 shares; 2024Q4: 389,920 shares; 2025Q1: 359,881 shares; 2025Q2: 364,245 shares; 2025Q3: 401,122 shares; 2025Q4: 447,395 shares 447,395 $35.3M 0.39% +46,273 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,099 shares; 2024Q4: 326,970 shares; 2025Q1: 328,460 shares; 2025Q2: 341,308 shares; 2025Q3: 345,562 shares; 2025Q4: 374,567 shares 374,567 $34.6M 0.38% +29,005 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,797 shares; 2024Q4: 139,740 shares; 2025Q1: 141,427 shares; 2025Q2: 139,030 shares; 2025Q3: 173,255 shares; 2025Q4: 420,126 shares 420,126 $33.9M 0.37% +246,871 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,498 shares; 2024Q4: 68,571 shares; 2025Q1: 69,261 shares; 2025Q2: 69,940 shares; 2025Q3: 68,067 shares; 2025Q4: 65,954 shares 65,954 $33.7M 0.37% -2,113 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,372 shares; 2024Q4: 364,274 shares; 2025Q1: 360,799 shares; 2025Q2: 361,002 shares; 2025Q3: 355,369 shares; 2025Q4: 352,666 shares 352,666 $33.6M 0.37% -2,703 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,383 shares; 2024Q4: 88,979 shares; 2025Q1: 93,651 shares; 2025Q2: 96,516 shares; 2025Q3: 103,376 shares; 2025Q4: 109,004 shares 109,004 $33.6M 0.37% +5,628 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,888 shares; 2024Q4: 25,184 shares; 2025Q1: 24,593 shares; 2025Q2: 368,793 shares; 2025Q3: 367,247 shares; 2025Q4: 363,957 shares 363,957 $33.2M 0.37% -3,290 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,413 shares; 2024Q4: 49,420 shares; 2025Q1: 50,238 shares; 2025Q2: 52,293 shares; 2025Q3: 51,459 shares; 2025Q4: 51,614 shares 51,614 $32.4M 0.36% +155 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,500 shares; 2024Q4: 62,325 shares; 2025Q1: 61,918 shares; 2025Q2: 62,484 shares; 2025Q3: 61,798 shares; 2025Q4: 61,763 shares 61,763 $31.6M 0.35% -35 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,458 shares; 2024Q4: 55,824 shares; 2025Q1: 59,215 shares; 2025Q2: 61,576 shares; 2025Q3: 63,700 shares; 2025Q4: 69,513 shares 69,513 $31.3M 0.34% +5,813 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,424 shares; 2024Q4: 127,595 shares; 2025Q1: 126,971 shares; 2025Q2: 127,696 shares; 2025Q3: 126,593 shares; 2025Q4: 126,408 shares 126,408 $30.5M 0.34% -185 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,502 shares; 2024Q4: 238,110 shares; 2025Q1: 239,738 shares; 2025Q2: 243,980 shares; 2025Q3: 244,537 shares; 2025Q4: 264,353 shares 264,353 $30.5M 0.34% +19,816 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,401 shares; 2024Q4: 24,560 shares; 2025Q1: 24,923 shares; 2025Q2: 25,341 shares; 2025Q3: 24,860 shares; 2025Q4: 24,617 shares 24,617 $29.9M 0.33% -243 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,708 shares; 2024Q4: 90,777 shares; 2025Q1: 93,759 shares; 2025Q2: 97,457 shares; 2025Q3: 96,917 shares; 2025Q4: 97,293 shares 97,293 $29.7M 0.33% +376 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,003 shares; 2024Q4: 224,685 shares; 2025Q1: 228,742 shares; 2025Q2: 234,714 shares; 2025Q3: 242,745 shares; 2025Q4: 257,924 shares 257,924 $29.3M 0.32% +15,179 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,161 shares; 2024Q4: 231,149 shares; 2025Q1: 227,258 shares; 2025Q2: 237,313 shares; 2025Q3: 177,976 shares; 2025Q4: 170,630 shares 170,630 $29.2M 0.32% -7,346 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,255 shares; 2024Q4: 131,954 shares; 2025Q1: 134,220 shares; 2025Q2: 130,114 shares; 2025Q3: 126,960 shares; 2025Q4: 126,792 shares 126,792 $29M 0.32% -168 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,894 shares; 2024Q4: 118,288 shares; 2025Q1: 129,230 shares; 2025Q2: 129,276 shares; 2025Q3: 126,071 shares; 2025Q4: 107,158 shares 107,158 $27.7M 0.31% -18,913 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,518 shares; 2024Q4: 37,446 shares; 2025Q1: 171,961 shares; 2025Q2: 192,160 shares; 2025Q3: 206,168 shares; 2025Q4: 231,928 shares 231,928 $27.1M 0.3% +25,760 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,127 shares; 2024Q4: 174,477 shares; 2025Q1: 174,347 shares; 2025Q2: 173,834 shares; 2025Q3: 114,811 shares; 2025Q4: 113,019 shares 113,019 $26.1M 0.29% -1,792 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,008 shares; 2024Q4: 84,239 shares; 2025Q1: 85,259 shares; 2025Q2: 85,629 shares; 2025Q3: 88,856 shares; 2025Q4: 87,138 shares 87,138 $25.8M 0.28% -1,718 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,400 shares; 2024Q4: 87,586 shares; 2025Q1: 81,616 shares; 2025Q2: 81,020 shares; 2025Q3: 81,187 shares; 2025Q4: 79,161 shares 79,161 $25.7M 0.28% -2,026 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,575 shares; 2024Q4: 91,628 shares; 2025Q1: 90,880 shares; 2025Q2: 91,159 shares; 2025Q3: 89,841 shares; 2025Q4: 87,857 shares 87,857 $25.5M 0.28% -1,984 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,793 shares; 2024Q4: 81,746 shares; 2025Q1: 82,244 shares; 2025Q2: 82,576 shares; 2025Q3: 79,958 shares; 2025Q4: 80,792 shares 80,792 $25.2M 0.28% +834 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,711 shares; 2024Q4: 277,657 shares; 2025Q1: 284,261 shares; 2025Q2: 276,901 shares; 2025Q3: 265,395 shares; 2025Q4: 260,641 shares 260,641 $25M 0.28% -4,754 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,824 shares; 2024Q4: 91,826 shares; 2025Q1: 95,988 shares; 2025Q2: 95,895 shares; 2025Q3: 86,764 shares; 2025Q4: 76,001 shares 76,001 $24.9M 0.27% -10,763 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,305 shares; 2024Q4: 107,454 shares; 2025Q1: 104,031 shares; 2025Q2: 108,986 shares; 2025Q3: 79,459 shares; 2025Q4: 73,514 shares 73,514 $24.3M 0.27% -5,945 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,224 shares; 2024Q4: 46,301 shares; 2025Q1: 43,451 shares; 2025Q2: 41,941 shares; 2025Q3: 42,037 shares; 2025Q4: 41,526 shares 41,526 $24.1M 0.27% -511 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,414 shares; 2024Q4: 128,996 shares; 2025Q1: 129,757 shares; 2025Q2: 136,385 shares; 2025Q3: 137,410 shares; 2025Q4: 135,532 shares 135,532 $23.5M 0.26% -1,878 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,988 shares; 2024Q4: 60,716 shares; 2025Q1: 61,236 shares; 2025Q2: 63,721 shares; 2025Q3: 64,581 shares; 2025Q4: 66,826 shares 66,826 $23.5M 0.26% +2,245 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,450 shares; 2024Q4: 193,033 shares; 2025Q1: 189,965 shares; 2025Q2: 189,534 shares; 2025Q3: 188,362 shares; 2025Q4: 188,983 shares 188,983 $23.3M 0.26% +621 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,790 shares; 2024Q4: 152,229 shares; 2025Q1: 151,818 shares; 2025Q2: 155,423 shares; 2025Q3: 145,053 shares; 2025Q4: 142,748 shares 142,748 $23.2M 0.26% -2,305 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,315 shares; 2024Q4: 143,737 shares; 2025Q1: 145,470 shares; 2025Q2: 149,579 shares; 2025Q3: 148,221 shares; 2025Q4: 149,963 shares 149,963 $23M 0.25% +1,742 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,855 shares; 2024Q4: 270,839 shares; 2025Q1: 278,796 shares; 2025Q2: 297,079 shares; 2025Q3: 301,604 shares; 2025Q4: 316,511 shares 316,511 $22.9M 0.25% +14,907 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,525 shares; 2024Q4: 323,526 shares; 2025Q1: 251,553 shares; 2025Q2: 242,663 shares; 2025Q3: 225,581 shares; 2025Q4: 215,997 shares 215,997 $22.7M 0.25% -9,584 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,429 shares; 2024Q4: 89,800 shares; 2025Q1: 90,479 shares; 2025Q2: 91,062 shares; 2025Q3: 89,620 shares; 2025Q4: 87,706 shares 87,706 $22.6M 0.25% -1,914 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,778 shares; 2024Q4: 167,913 shares; 2025Q1: 169,447 shares; 2025Q2: 171,265 shares; 2025Q3: 177,191 shares; 2025Q4: 177,557 shares 177,557 $22.2M 0.24% +366 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,996 shares; 2024Q4: 30,549 shares; 2025Q1: 31,035 shares; 2025Q2: 32,789 shares; 2025Q3: 35,558 shares; 2025Q4: 38,315 shares 38,315 $22.2M 0.24% +2,757 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,996 shares; 2024Q4: 140,431 shares; 2025Q1: 142,962 shares; 2025Q2: 147,094 shares; 2025Q3: 145,112 shares; 2025Q4: 142,064 shares 142,064 $21.9M 0.24% -3,048 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,547 shares; 2024Q4: 97,944 shares; 2025Q1: 107,018 shares; 2025Q2: 119,429 shares; 2025Q3: 118,909 shares; 2025Q4: 119,306 shares 119,306 $21.9M 0.24% +397 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,091 shares; 2025Q1: 3,014 shares; 2025Q2: 24,031 shares; 2025Q3: 161,120 shares; 2025Q4: 166,965 shares 166,965 $21.9M 0.24% +5,845 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,130 shares; 2024Q4: 47,323 shares; 2025Q1: 47,983 shares; 2025Q2: 46,938 shares; 2025Q3: 44,882 shares; 2025Q4: 68,516 shares 68,516 $21.6M 0.24% +23,634 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,999 shares; 2024Q4: 116,606 shares; 2025Q1: 117,674 shares; 2025Q2: 121,179 shares; 2025Q3: 124,026 shares; 2025Q4: 133,056 shares 133,056 $21.5M 0.24% +9,030 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128,930 shares; 2025Q1: 129,699 shares; 2025Q2: 130,061 shares; 2025Q3: 126,438 shares; 2025Q4: 124,531 shares 124,531 $21.3M 0.23% -1,907 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,280 shares; 2024Q4: 231,229 shares; 2025Q1: 229,518 shares; 2025Q2: 234,928 shares; 2025Q3: 229,102 shares; 2025Q4: 225,704 shares 225,704 $21.1M 0.23% -3,398 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 247,963 shares; 2025Q2: 316,555 shares; 2025Q3: 457,097 shares; 2025Q4: 546,350 shares 546,350 $21.1M 0.23% +89,253 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,514 shares; 2024Q4: 505,425 shares; 2025Q1: 509,284 shares; 2025Q2: 516,737 shares; 2025Q3: 516,192 shares; 2025Q4: 507,685 shares 507,685 $20.7M 0.23% -8,507 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,755 shares; 2024Q4: 73,912 shares; 2025Q1: 75,000 shares; 2025Q2: 76,617 shares; 2025Q3: 75,365 shares; 2025Q4: 75,045 shares 75,045 $20.5M 0.23% -320 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,769 shares; 2024Q4: 130,641 shares; 2025Q1: 130,673 shares; 2025Q2: 111,462 shares; 2025Q3: 107,189 shares; 2025Q4: 105,022 shares 105,022 $20.5M 0.23% -2,167 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,093 shares; 2024Q4: 155,749 shares; 2025Q1: 151,458 shares; 2025Q2: 149,333 shares; 2025Q3: 150,957 shares; 2025Q4: 152,830 shares 152,830 $19.5M 0.21% +1,873 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,195 shares; 2024Q4: 93,096 shares; 2025Q1: 91,730 shares; 2025Q2: 91,654 shares; 2025Q3: 91,581 shares; 2025Q4: 91,468 shares 91,468 $19.4M 0.21% -113 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,094 shares; 2024Q4: 20,187 shares; 2025Q1: 22,991 shares; 2025Q2: 20,950 shares; 2025Q3: 20,489 shares; 2025Q4: 29,560 shares 29,560 $19.3M 0.21% +9,071 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,084 shares; 2024Q4: 92,851 shares; 2025Q1: 31,003 shares; 2025Q2: 28,125 shares; 2025Q3: 86,948 shares; 2025Q4: 88,801 shares 88,801 $19M 0.21% +1,853 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,384 shares; 2024Q4: 470,485 shares; 2025Q1: 389,564 shares; 2025Q2: 320,227 shares; 2025Q3: 243,407 shares; 2025Q4: 372,079 shares 372,079 $18.7M 0.21% +128,672 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,119 shares; 2024Q4: 67,497 shares; 2025Q1: 66,845 shares; 2025Q2: 65,910 shares; 2025Q3: 63,357 shares; 2025Q4: 62,409 shares 62,409 $18.3M 0.2% -948 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619,307 shares; 2024Q4: 593,030 shares; 2025Q1: 578,362 shares; 2025Q2: 563,325 shares; 2025Q3: 527,851 shares; 2025Q4: 493,119 shares 493,119 $18.2M 0.2% -34,732 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares 24 $18.1M 0.2% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,928 shares; 2024Q4: 82,891 shares; 2025Q1: 82,634 shares; 2025Q2: 85,225 shares; 2025Q3: 86,292 shares; 2025Q4: 89,041 shares 89,041 $18.1M 0.2% +2,749 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,449 shares; 2024Q4: 37,882 shares; 2025Q1: 37,560 shares; 2025Q2: 36,619 shares; 2025Q3: 37,312 shares; 2025Q4: 38,454 shares 38,454 $18M 0.2% +1,142 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,629 shares; 2024Q4: 230,810 shares; 2025Q1: 234,259 shares; 2025Q2: 235,237 shares; 2025Q3: 220,883 shares; 2025Q4: 217,036 shares 217,036 $17.7M 0.2% -3,847 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,051 shares; 2024Q4: 46,521 shares; 2025Q1: 47,001 shares; 2025Q2: 47,966 shares; 2025Q3: 48,303 shares; 2025Q4: 50,223 shares 50,223 $17.7M 0.19% +1,920 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,688 shares; 2024Q4: 79,914 shares; 2025Q1: 80,591 shares; 2025Q2: 84,401 shares; 2025Q3: 78,340 shares; 2025Q4: 64,127 shares 64,127 $17.4M 0.19% -14,213 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,514 shares; 2024Q4: 82,881 shares; 2025Q1: 86,859 shares; 2025Q2: 87,439 shares; 2025Q3: 66,753 shares; 2025Q4: 64,748 shares 64,748 $17.2M 0.19% -2,005 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,487 shares; 2024Q4: 113,758 shares; 2025Q1: 114,167 shares; 2025Q2: 113,159 shares; 2025Q3: 111,387 shares; 2025Q4: 120,639 shares 120,639 $17M 0.19% +9,252 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414,139 shares; 2024Q4: 319,703 shares; 2025Q1: 358,482 shares; 2025Q2: 375,481 shares; 2025Q3: 371,127 shares; 2025Q4: 344,786 shares 344,786 $16.9M 0.19% -26,341 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,390 shares; 2024Q4: 145,360 shares; 2025Q1: 142,686 shares; 2025Q2: 146,234 shares; 2025Q3: 142,960 shares; 2025Q4: 168,483 shares 168,483 $16.3M 0.18% +25,523 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,711 shares; 2024Q4: 75,050 shares; 2025Q1: 87,548 shares; 2025Q2: 107,967 shares; 2025Q3: 113,509 shares; 2025Q4: 107,082 shares 107,082 $16.1M 0.18% -6,427 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,720 shares; 2024Q4: 86,296 shares; 2025Q1: 92,271 shares; 2025Q2: 97,744 shares; 2025Q3: 98,084 shares; 2025Q4: 96,638 shares 96,638 $15.8M 0.17% -1,446 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,537 shares; 2024Q4: 19,066 shares; 2025Q1: 20,339 shares; 2025Q2: 21,520 shares; 2025Q3: 22,291 shares; 2025Q4: 23,503 shares 23,503 $15.6M 0.17% +1,212 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,156 shares; 2024Q4: 9,454 shares; 2025Q1: 9,339 shares; 2025Q2: 13,412 shares; 2025Q3: 43,617 shares; 2025Q4: 73,363 shares 73,363 $15.5M 0.17% +29,746 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,499 shares; 2024Q4: 45,068 shares; 2025Q1: 46,551 shares; 2025Q2: 48,750 shares; 2025Q3: 48,713 shares; 2025Q4: 49,444 shares 49,444 $15.3M 0.17% +731 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,973 shares; 2024Q4: 84,168 shares; 2025Q1: 82,814 shares; 2025Q2: 82,916 shares; 2025Q3: 75,159 shares; 2025Q4: 69,845 shares 69,845 $15M 0.17% -5,314 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,441 shares; 2024Q4: 92,844 shares; 2025Q1: 105,647 shares; 2025Q2: 168,017 shares; 2025Q3: 180,914 shares; 2025Q4: 186,103 shares 186,103 $14.9M 0.16% +5,189 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708,809 shares; 2024Q4: 711,006 shares; 2025Q1: 657,349 shares; 2025Q2: 622,405 shares; 2025Q3: 605,964 shares; 2025Q4: 596,434 shares 596,434 $14.8M 0.16% -9,530 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,296 shares; 2024Q4: 205,583 shares; 2025Q1: 208,940 shares; 2025Q2: 227,089 shares; 2025Q3: 237,473 shares; 2025Q4: 267,742 shares 267,742 $14.6M 0.16% +30,269 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,800 shares; 2024Q4: 164,671 shares; 2025Q1: 164,478 shares; 2025Q2: 163,255 shares; 2025Q3: 159,362 shares; 2025Q4: 159,015 shares 159,015 $14.6M 0.16% -347 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,699 shares; 2024Q4: 45,686 shares; 2025Q1: 46,067 shares; 2025Q2: 47,743 shares; 2025Q3: 39,029 shares; 2025Q4: 47,920 shares 47,920 $14.5M 0.16% +8,891 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,444 shares; 2024Q4: 37,615 shares; 2025Q1: 39,886 shares; 2025Q2: 54,006 shares; 2025Q3: 60,452 shares; 2025Q4: 65,704 shares 65,704 $14.4M 0.16% +5,252 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,639 shares; 2024Q4: 224,556 shares; 2025Q1: 226,913 shares; 2025Q2: 235,286 shares; 2025Q3: 238,564 shares; 2025Q4: 243,208 shares 243,208 $14M 0.15% +4,644 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,997 shares; 2024Q4: 83,511 shares; 2025Q1: 88,206 shares; 2025Q2: 92,371 shares; 2025Q3: 92,646 shares; 2025Q4: 104,407 shares 104,407 $13.8M 0.15% +11,761 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,578 shares; 2024Q4: 69,088 shares; 2025Q1: 73,178 shares; 2025Q2: 75,342 shares; 2025Q3: 79,020 shares; 2025Q4: 84,223 shares 84,223 $13.5M 0.15% +5,203 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,142 shares; 2024Q4: 143,424 shares; 2025Q1: 156,780 shares; 2025Q2: 338,061 shares; 2025Q3: 338,183 shares; 2025Q4: 326,127 shares 326,127 $13.1M 0.14% -12,056 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,891 shares; 2024Q4: 46,145 shares; 2025Q1: 55,050 shares; 2025Q2: 64,523 shares; 2025Q3: 69,322 shares; 2025Q4: 101,732 shares 101,732 $13M 0.14% +32,410 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,859 shares; 2024Q4: 220,140 shares; 2025Q1: 232,910 shares; 2025Q2: 160,029 shares; 2025Q3: 156,439 shares; 2025Q4: 129,539 shares 129,539 $12.9M 0.14% -26,900 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,252 shares; 2024Q4: 25,987 shares; 2025Q1: 27,333 shares; 2025Q2: 30,281 shares; 2025Q3: 31,661 shares; 2025Q4: 30,253 shares 30,253 $12.9M 0.14% -1,408 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,393 shares; 2024Q4: 175,439 shares; 2025Q1: 175,478 shares; 2025Q2: 176,763 shares; 2025Q3: 164,838 shares; 2025Q4: 158,600 shares 158,600 $12.8M 0.14% -6,238 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,952 shares; 2024Q4: 116,047 shares; 2025Q1: 111,557 shares; 2025Q2: 106,237 shares; 2025Q3: 98,770 shares; 2025Q4: 87,255 shares 87,255 $12.5M 0.14% -11,515 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,874 shares; 2024Q4: 140,990 shares; 2025Q1: 145,724 shares; 2025Q2: 158,816 shares; 2025Q3: 165,458 shares; 2025Q4: 176,222 shares 176,222 $12.2M 0.13% +10,764 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,944 shares; 2024Q4: 58,929 shares; 2025Q1: 62,430 shares; 2025Q2: 62,000 shares; 2025Q3: 53,916 shares; 2025Q4: 53,264 shares 53,264 $12.1M 0.13% -652 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: 3,411 shares; 2025Q1: 3,440 shares; 2025Q2: 3,562 shares; 2025Q3: 3,499 shares; 2025Q4: 3,571 shares 3,571 $12.1M 0.13% +72 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 31,189 shares; 2025Q1: 50,602 shares; 2025Q2: 53,632 shares; 2025Q3: 61,755 shares; 2025Q4: 65,733 shares 65,733 $12.1M 0.13% +3,978 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 735 shares; 2025Q1: 17 shares; 2025Q2: 3,049 shares; 2025Q3: 12,762 shares; 2025Q4: 13,314 shares 13,314 $12.1M 0.13% +552 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,316 shares; 2024Q4: 82,668 shares; 2025Q1: 70,616 shares; 2025Q2: 119,485 shares; 2025Q3: 149,882 shares; 2025Q4: 142,704 shares 142,704 $12M 0.13% -7,178 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,857 shares; 2024Q4: 57,453 shares; 2025Q1: 54,621 shares; 2025Q2: 56,835 shares; 2025Q3: 57,538 shares; 2025Q4: 46,580 shares 46,580 $12M 0.13% -10,958 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,297 shares; 2024Q4: 133,300 shares; 2025Q1: 134,003 shares; 2025Q2: 186,472 shares; 2025Q3: 180,825 shares; 2025Q4: 181,308 shares 181,308 $12M 0.13% +483 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,454 shares; 2024Q4: 56,858 shares; 2025Q1: 68,537 shares; 2025Q2: 65,198 shares; 2025Q3: 57,679 shares; 2025Q4: 131,085 shares 131,085 $11.7M 0.13% +73,406 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,077 shares; 2024Q4: 109,729 shares; 2025Q1: 113,868 shares; 2025Q2: 122,475 shares; 2025Q3: 123,994 shares; 2025Q4: 147,822 shares 147,822 $11.5M 0.13% +23,828 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 459 shares; 2025Q1: 36,675 shares; 2025Q2: 37,969 shares; 2025Q3: 39,888 shares; 2025Q4: 40,955 shares 40,955 $11.4M 0.13% +1,067 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,437 shares; 2024Q4: 3,143 shares; 2025Q1: 24,917 shares; 2025Q2: 26,327 shares; 2025Q3: 28,211 shares; 2025Q4: 29,163 shares 29,163 $11.4M 0.12% +952 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,941 shares; 2024Q4: 69,386 shares; 2025Q1: 74,120 shares; 2025Q2: 89,819 shares; 2025Q3: 93,006 shares; 2025Q4: 91,990 shares 91,990 $11.3M 0.12% -1,016 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,201 shares; 2024Q4: 173,877 shares; 2025Q1: 165,663 shares; 2025Q2: 159,087 shares; 2025Q3: 149,530 shares; 2025Q4: 143,921 shares 143,921 $11M 0.12% -5,609 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,246 shares; 2024Q4: 51,057 shares; 2025Q1: 50,299 shares; 2025Q2: 64,739 shares; 2025Q3: 67,531 shares; 2025Q4: 62,604 shares 62,604 $11M 0.12% -4,927 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 67,657 shares; 2025Q2: 128,943 shares; 2025Q3: 142,164 shares; 2025Q4: 159,816 shares 159,816 $10.9M 0.12% +17,652 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,864 shares; 2024Q4: 434,408 shares; 2025Q1: 363,125 shares; 2025Q2: 364,559 shares; 2025Q3: 357,994 shares; 2025Q4: 364,253 shares 364,253 $10.9M 0.12% +6,259 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,225 shares; 2024Q4: 136,541 shares; 2025Q1: 135,470 shares; 2025Q2: 205,154 shares; 2025Q3: 217,768 shares; 2025Q4: 205,714 shares 205,714 $10.9M 0.12% -12,054 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,432 shares; 2024Q4: 144,578 shares; 2025Q1: 167,079 shares; 2025Q2: 173,717 shares; 2025Q3: 173,587 shares; 2025Q4: 165,874 shares 165,874 $10.8M 0.12% -7,713 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,718 shares; 2024Q4: 137,094 shares; 2025Q1: 133,891 shares; 2025Q2: 132,777 shares; 2025Q3: 125,027 shares; 2025Q4: 108,187 shares 108,187 $10.5M 0.12% -16,840 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,024 shares; 2024Q4: 145,594 shares; 2025Q1: 149,542 shares; 2025Q2: 151,182 shares; 2025Q3: 153,792 shares; 2025Q4: 157,154 shares 157,154 $10.5M 0.12% +3,362 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,195 shares; 2024Q4: 2,718 shares; 2025Q1: 2,865 shares; 2025Q2: 2,825 shares; 2025Q3: 25,128 shares; 2025Q4: 30,866 shares 30,866 $10.4M 0.11% +5,738 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,327 shares; 2024Q4: 29,256 shares; 2025Q1: 31,147 shares; 2025Q2: 33,506 shares; 2025Q3: 34,865 shares; 2025Q4: 39,907 shares 39,907 $10.4M 0.11% +5,042 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 353,284 shares 353,284 $10.3M 0.11% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,745 shares; 2025Q4: 52,701 shares 52,701 $10.2M 0.11% +6,956 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,894 shares; 2025Q3: 153,431 shares; 2025Q4: 186,352 shares 186,352 $9.99M 0.11% +32,921 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,225 shares; 2024Q4: 85,719 shares; 2025Q1: 93,736 shares; 2025Q2: 100,566 shares; 2025Q3: 104,403 shares; 2025Q4: 89,588 shares 89,588 $9.81M 0.11% -14,815 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,798 shares; 2024Q4: 7,822 shares; 2025Q1: 8,568 shares; 2025Q2: 9,389 shares; 2025Q3: 9,102 shares; 2025Q4: 8,964 shares 8,964 $9.59M 0.11% -138 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,965 shares; 2024Q4: 30,353 shares; 2025Q1: 30,536 shares; 2025Q2: 30,644 shares; 2025Q3: 18,330 shares; 2025Q4: 18,271 shares 18,271 $9.55M 0.11% -59 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,038 shares; 2024Q4: 72,489 shares; 2025Q1: 70,571 shares; 2025Q2: 72,206 shares; 2025Q3: 71,019 shares; 2025Q4: 69,438 shares 69,438 $9.44M 0.1% -1,581 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,753 shares; 2024Q4: 252,697 shares; 2025Q1: 253,489 shares; 2025Q2: 257,432 shares; 2025Q3: 247,331 shares; 2025Q4: 242,734 shares 242,734 $9.31M 0.1% -4,597 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110,863 shares 110,863 $9.05M 0.1% new Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105,263 shares; 2025Q2: 142,237 shares; 2025Q3: 229,133 shares; 2025Q4: 285,813 shares 285,813 $9.04M 0.1% +56,680 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,234 shares; 2024Q4: 86,742 shares; 2025Q1: 109,838 shares; 2025Q2: 155,280 shares; 2025Q3: 191,255 shares; 2025Q4: 254,576 shares 254,576 $8.99M 0.1% +63,321 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,994 shares; 2024Q4: 15,376 shares; 2025Q1: 15,211 shares; 2025Q2: 14,738 shares; 2025Q3: 13,945 shares; 2025Q4: 14,546 shares 14,546 $8.94M 0.1% +601 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,204 shares; 2024Q4: 10,367 shares; 2025Q1: 20,921 shares; 2025Q2: 24,682 shares; 2025Q3: 31,335 shares; 2025Q4: 33,030 shares 33,030 $8.86M 0.1% +1,695 Timeline BIRK BIRKENSTOCK HOLDING PLC More: the full row for BIRKENSTOCK HOLDING PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 215,266 shares 215,266 $8.8M 0.1% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 177 shares; 2025Q1: 277 shares; 2025Q2: 1,710 shares; 2025Q3: 7,230 shares; 2025Q4: 6,597 shares 6,597 $8.77M 0.1% -633 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,422 shares; 2024Q4: 29,468 shares; 2025Q1: 34,210 shares; 2025Q2: 141,604 shares; 2025Q3: 157,308 shares; 2025Q4: 159,229 shares 159,229 $8.59M 0.09% +1,921 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,595 shares; 2024Q4: 131,551 shares; 2025Q1: 132,333 shares; 2025Q2: 137,483 shares; 2025Q3: 135,531 shares; 2025Q4: 132,482 shares 132,482 $8.53M 0.09% -3,049 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,385 shares; 2024Q4: 115,442 shares; 2025Q1: 116,829 shares; 2025Q2: 117,889 shares; 2025Q3: 115,383 shares; 2025Q4: 167,422 shares 167,422 $8.52M 0.09% +52,039 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: 135,180 shares 135,180 $8.28M 0.09% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,528 shares; 2024Q4: 15,319 shares; 2025Q1: 15,755 shares; 2025Q2: 16,642 shares; 2025Q3: 18,045 shares; 2025Q4: 17,485 shares 17,485 $8.21M 0.09% -560 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: 73 shares; 2025Q1: 100 shares; 2025Q2: 284 shares; 2025Q3: 259 shares; 2025Q4: 9,320 shares 9,320 $8.19M 0.09% +9,061 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 3,434 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 937 shares; 2025Q4: 217,619 shares 217,619 $8.14M 0.09% +216,682 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 119 shares; 2025Q2: 154 shares; 2025Q3: 35,037 shares; 2025Q4: 35,139 shares 35,139 $8.08M 0.09% +102 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 33,061 shares; 2025Q1: 47,686 shares; 2025Q2: 48,624 shares; 2025Q3: 49,578 shares; 2025Q4: 49,409 shares 49,409 $8.06M 0.09% -169 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,809 shares; 2024Q4: 26,287 shares; 2025Q1: 43,832 shares; 2025Q2: 40,305 shares; 2025Q3: 40,400 shares; 2025Q4: 41,531 shares 41,531 $7.96M 0.09% +1,131 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,150 shares; 2024Q4: 83,213 shares; 2025Q1: 96,852 shares; 2025Q2: 126,457 shares; 2025Q3: 177,859 shares; 2025Q4: 217,760 shares 217,760 $7.76M 0.09% +39,901 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,312 shares; 2024Q4: 10,871 shares; 2025Q1: 13,911 shares; 2025Q2: 24,500 shares; 2025Q3: 24,287 shares; 2025Q4: 53,753 shares 53,753 $7.74M 0.09% +29,466 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,500 shares; 2024Q4: 452,959 shares; 2025Q1: 435,539 shares; 2025Q2: 428,168 shares; 2025Q3: 416,556 shares; 2025Q4: 302,201 shares 302,201 $7.74M 0.09% -114,355 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,300 shares; 2024Q4: 16,745 shares; 2025Q1: 18,845 shares; 2025Q2: 18,847 shares; 2025Q3: 19,153 shares; 2025Q4: 19,134 shares 19,134 $7.58M 0.08% -19 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,246 shares; 2024Q4: 94,053 shares; 2025Q1: 91,553 shares; 2025Q2: 101,347 shares; 2025Q3: 219,887 shares; 2025Q4: 163,860 shares 163,860 $7.49M 0.08% -56,027 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,216 shares; 2024Q4: 335,273 shares; 2025Q1: 347,789 shares; 2025Q2: 374,907 shares; 2025Q3: 359,803 shares; 2025Q4: 431,394 shares 431,394 $7.44M 0.08% +71,591 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 38 shares; 2025Q1: 31 shares; 2025Q2: 99 shares; 2025Q3: 39,037 shares; 2025Q4: 55,279 shares 55,279 $7.34M 0.08% +16,242 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,921 shares; 2024Q4: 172,941 shares; 2025Q1: 148,116 shares; 2025Q2: 131,167 shares; 2025Q3: 119,346 shares; 2025Q4: 118,307 shares 118,307 $7.06M 0.08% -1,039 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,928 shares; 2024Q4: 20,465 shares; 2025Q1: 24,132 shares; 2025Q2: 32,084 shares; 2025Q3: 37,482 shares; 2025Q4: 50,034 shares 50,034 $7.06M 0.08% +12,552 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,164 shares; 2024Q4: 150,641 shares; 2025Q1: 140,489 shares; 2025Q2: 133,444 shares; 2025Q3: 127,012 shares; 2025Q4: 146,766 shares 146,766 $7.04M 0.08% +19,754 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,949 shares; 2025Q1: 6,916 shares; 2025Q2: 6,785 shares; 2025Q3: 6,719 shares; 2025Q4: 6,542 shares 6,542 $7M 0.08% -177 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,961 shares; 2024Q4: 21,990 shares; 2025Q1: 21,769 shares; 2025Q2: 27,738 shares; 2025Q3: 28,267 shares; 2025Q4: 28,292 shares 28,292 $6.96M 0.08% +25 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,690 shares; 2024Q4: 290,822 shares; 2025Q1: 282,548 shares; 2025Q2: 270,647 shares; 2025Q3: 109,339 shares; 2025Q4: 92,364 shares 92,364 $6.8M 0.07% -16,975 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064,852 shares; 2024Q4: 716,424 shares; 2025Q1: 442,716 shares; 2025Q2: 280,436 shares; 2025Q3: 111,604 shares; 2025Q4: 77,802 shares 77,802 $6.78M 0.07% -33,802 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,427 shares; 2024Q4: 21,279 shares; 2025Q1: 20,991 shares; 2025Q2: 21,845 shares; 2025Q3: 20,506 shares; 2025Q4: 18,535 shares 18,535 $6.5M 0.07% -1,971 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,742 shares; 2024Q4: 118,151 shares; 2025Q1: 146,536 shares; 2025Q2: 151,213 shares; 2025Q3: 146,254 shares; 2025Q4: 97,868 shares 97,868 $6.24M 0.07% -48,386 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 508 shares; 2025Q1: 683 shares; 2025Q2: 176 shares; 2025Q3: 3,120 shares; 2025Q4: 55,359 shares 55,359 $5.93M 0.07% +52,239 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,785 shares; 2024Q4: 10,351 shares; 2025Q1: 9,609 shares; 2025Q2: 9,691 shares; 2025Q3: 9,872 shares; 2025Q4: 10,195 shares 10,195 $5.84M 0.06% +323 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,858 shares; 2024Q4: 38,461 shares; 2025Q1: 57,115 shares; 2025Q2: 93,425 shares; 2025Q3: 111,439 shares; 2025Q4: 142,148 shares 142,148 $5.72M 0.06% +30,709 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,088 shares; 2024Q4: 61,703 shares; 2025Q1: 61,555 shares; 2025Q2: 60,591 shares; 2025Q3: 59,611 shares; 2025Q4: 61,119 shares 61,119 $5.7M 0.06% +1,508 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,368 shares; 2024Q4: 44,160 shares; 2025Q1: 42,988 shares; 2025Q2: 42,424 shares; 2025Q3: 42,253 shares; 2025Q4: 42,367 shares 42,367 $5.62M 0.06% +114 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 747 shares; 2025Q1: 43 shares; 2025Q2: 34,250 shares; 2025Q3: 117,740 shares; 2025Q4: 103,787 shares 103,787 $5.5M 0.06% -13,953 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,764 shares; 2024Q4: 80,714 shares; 2025Q1: 94,607 shares; 2025Q2: 121,889 shares; 2025Q3: 155,980 shares; 2025Q4: 197,784 shares 197,784 $5.46M 0.06% +41,804 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,000 shares; 2024Q4: 172,000 shares; 2025Q1: 172,000 shares; 2025Q2: 122,600 shares; 2025Q3: 122,600 shares; 2025Q4: 122,600 shares 122,600 $5.45M 0.06% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,453 shares; 2024Q4: 41,704 shares; 2025Q1: 38,275 shares; 2025Q2: 23,903 shares; 2025Q3: 38,734 shares; 2025Q4: 42,979 shares 42,979 $5.44M 0.06% +4,245 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,301 shares; 2024Q4: 16,231 shares; 2025Q1: 16,142 shares; 2025Q2: 16,142 shares; 2025Q3: 15,997 shares; 2025Q4: 16,461 shares 16,461 $5.32M 0.06% +464 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,828 shares; 2024Q4: 26,844 shares; 2025Q1: 31,732 shares; 2025Q2: 38,694 shares; 2025Q3: 38,078 shares; 2025Q4: 32,767 shares 32,767 $5.31M 0.06% -5,311 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,510 shares; 2024Q4: 386,855 shares; 2025Q1: 283,449 shares; 2025Q2: 233,500 shares; 2025Q3: 214,548 shares; 2025Q4: 211,636 shares 211,636 $5.27M 0.06% -2,912 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,549 shares; 2024Q4: 70,141 shares; 2025Q1: 70,842 shares; 2025Q2: 72,217 shares; 2025Q3: 70,813 shares; 2025Q4: 33,355 shares 33,355 $5.16M 0.06% -37,458 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,954 shares; 2024Q4: 30,395 shares; 2025Q1: 30,816 shares; 2025Q2: 31,209 shares; 2025Q3: 11,519 shares; 2025Q4: 10,646 shares 10,646 $5.15M 0.06% -873 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,065 shares; 2024Q4: 41,749 shares; 2025Q1: 51,383 shares; 2025Q2: 66,449 shares; 2025Q3: 83,657 shares; 2025Q4: 112,894 shares 112,894 $5.02M 0.06% +29,237 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,702 shares; 2024Q4: 28,100 shares; 2025Q1: 39,977 shares; 2025Q2: 74,138 shares; 2025Q3: 96,183 shares; 2025Q4: 115,000 shares 115,000 $5.02M 0.06% +18,817 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,056 shares; 2024Q4: 95,585 shares; 2025Q1: 95,588 shares; 2025Q2: 98,340 shares; 2025Q3: 100,333 shares; 2025Q4: 98,371 shares 98,371 $4.92M 0.05% -1,962 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,525 shares; 2024Q4: 16,327 shares; 2025Q1: 15,781 shares; 2025Q2: 15,700 shares; 2025Q3: 13,964 shares; 2025Q4: 22,587 shares 22,587 $4.9M 0.05% +8,623 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,066 shares; 2024Q4: 43,877 shares; 2025Q1: 45,396 shares; 2025Q2: 53,833 shares; 2025Q3: 54,526 shares; 2025Q4: 48,597 shares 48,597 $4.9M 0.05% -5,929 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,567 shares; 2024Q4: 48,807 shares; 2025Q1: 48,931 shares; 2025Q2: 50,690 shares; 2025Q3: 50,432 shares; 2025Q4: 50,812 shares 50,812 $4.89M 0.05% +380 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,159 shares; 2024Q4: 6,040 shares; 2025Q1: 6,484 shares; 2025Q2: 8,200 shares; 2025Q3: 11,762 shares; 2025Q4: 14,512 shares 14,512 $4.87M 0.05% +2,750 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,160 shares; 2024Q4: 40,911 shares; 2025Q1: 51,936 shares; 2025Q2: 71,835 shares; 2025Q3: 109,042 shares; 2025Q4: 137,291 shares 137,291 $4.76M 0.05% +28,249 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,356 shares; 2024Q4: 116,704 shares; 2025Q1: 116,704 shares; 2025Q2: 112,344 shares; 2025Q3: 112,344 shares; 2025Q4: 112,456 shares 112,456 $4.72M 0.05% +112 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,245 shares; 2024Q4: 14,871 shares; 2025Q1: 39,506 shares; 2025Q2: 67,551 shares; 2025Q3: 67,658 shares; 2025Q4: 83,572 shares 83,572 $4.58M 0.05% +15,914 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,811 shares; 2024Q4: 288,532 shares; 2025Q1: 263,994 shares; 2025Q2: 261,011 shares; 2025Q3: 56,391 shares; 2025Q4: 53,536 shares 53,536 $4.55M 0.05% -2,855 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,154 shares; 2024Q4: 26,095 shares; 2025Q1: 29,376 shares; 2025Q2: 44,561 shares; 2025Q3: 53,241 shares; 2025Q4: 43,691 shares 43,691 $4.5M 0.05% -9,550 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,635 shares; 2024Q4: 10,639 shares; 2025Q1: 10,717 shares; 2025Q2: 10,795 shares; 2025Q3: 11,043 shares; 2025Q4: 11,033 shares 11,033 $4.39M 0.05% -10 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797,316 shares; 2024Q4: 516,685 shares; 2025Q1: 316,956 shares; 2025Q2: 184,844 shares; 2025Q3: 107,933 shares; 2025Q4: 90,652 shares 90,652 $4.16M 0.05% -17,281 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,400 shares; 2024Q4: 51,993 shares; 2025Q1: 65,414 shares; 2025Q2: 89,177 shares; 2025Q3: 105,488 shares; 2025Q4: 150,009 shares 150,009 $3.98M 0.04% +44,521 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,344 shares; 2024Q4: 21,841 shares; 2025Q1: 22,595 shares; 2025Q2: 23,768 shares; 2025Q3: 24,015 shares; 2025Q4: 24,797 shares 24,797 $3.97M 0.04% +782 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,597 shares; 2024Q4: 21,303 shares; 2025Q1: 23,582 shares; 2025Q2: 30,458 shares; 2025Q3: 30,062 shares; 2025Q4: 32,297 shares 32,297 $3.88M 0.04% +2,235 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,708 shares; 2024Q4: 103,632 shares; 2025Q1: 104,112 shares; 2025Q2: 104,111 shares; 2025Q3: 84,022 shares; 2025Q4: 48,324 shares 48,324 $3.88M 0.04% -35,698 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,241 shares; 2024Q4: 290,265 shares; 2025Q1: 283,469 shares; 2025Q2: 227,618 shares; 2025Q3: 221,920 shares; 2025Q4: 93,171 shares 93,171 $3.81M 0.04% -128,749 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,121 shares; 2024Q4: 45,933 shares; 2025Q1: 45,452 shares; 2025Q2: 43,870 shares; 2025Q3: 34,647 shares; 2025Q4: 29,922 shares 29,922 $3.76M 0.04% -4,725 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,781 shares; 2024Q4: 24,660 shares; 2025Q1: 24,141 shares; 2025Q2: 23,540 shares; 2025Q3: 20,564 shares; 2025Q4: 16,703 shares 16,703 $3.73M 0.04% -3,861 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,255 shares; 2024Q4: 53,348 shares; 2025Q1: 63,508 shares; 2025Q2: 87,190 shares; 2025Q3: 117,449 shares; 2025Q4: 160,803 shares 160,803 $3.64M 0.04% +43,354 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,516 shares; 2024Q4: 16,086 shares; 2025Q1: 13,667 shares; 2025Q2: 12,828 shares; 2025Q3: 11,808 shares; 2025Q4: 11,711 shares 11,711 $3.38M 0.04% -97 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,924 shares; 2024Q4: 16,117 shares; 2025Q1: 16,423 shares; 2025Q2: 17,405 shares; 2025Q3: 17,207 shares; 2025Q4: 18,690 shares 18,690 $3.32M 0.04% +1,483 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,626 shares; 2024Q4: 2,733 shares; 2025Q1: 2,883 shares; 2025Q2: 3,117 shares; 2025Q3: 2,970 shares; 2025Q4: 4,043 shares 4,043 $3.32M 0.04% +1,073 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,820 shares; 2024Q4: 4,199 shares; 2025Q1: 3,369 shares; 2025Q2: 3,225 shares; 2025Q3: 4,107 shares; 2025Q4: 4,699 shares 4,699 $3.22M 0.04% +592 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,361 shares; 2024Q4: 20,614 shares; 2025Q1: 17,850 shares; 2025Q2: 23,253 shares; 2025Q3: 51,134 shares; 2025Q4: 55,794 shares 55,794 $3.19M 0.04% +4,660 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 2,316 shares; 2025Q1: 1,859 shares; 2025Q2: 1,956 shares; 2025Q3: 2,671 shares; 2025Q4: 14,362 shares 14,362 $3.16M 0.03% +11,691 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,264 shares; 2024Q4: 55,874 shares; 2025Q1: 57,231 shares; 2025Q2: 56,324 shares; 2025Q3: 9,929 shares; 2025Q4: 8,928 shares 8,928 $3.12M 0.03% -1,001 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,644 shares; 2024Q4: 15,196 shares; 2025Q1: 33,830 shares; 2025Q2: 21,774 shares; 2025Q3: 24,611 shares; 2025Q4: 49,694 shares 49,694 $3.1M 0.03% +25,083 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,780 shares; 2024Q4: 15,639 shares; 2025Q1: 16,691 shares; 2025Q2: 18,826 shares; 2025Q3: 19,805 shares; 2025Q4: 21,278 shares 21,278 $3.05M 0.03% +1,473 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,314 shares; 2024Q4: 5,794 shares; 2025Q1: 9,944 shares; 2025Q2: 18,134 shares; 2025Q3: 17,216 shares; 2025Q4: 19,686 shares 19,686 $3.05M 0.03% +2,470 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 184,080 shares 184,080 $3.03M 0.03% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,256 shares; 2024Q4: 39,243 shares; 2025Q1: 45,645 shares; 2025Q2: 43,905 shares; 2025Q3: 39,064 shares; 2025Q4: 40,846 shares 40,846 $3M 0.03% +1,782 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 4,679 shares; 2025Q1: 33,890 shares; 2025Q2: 55,926 shares; 2025Q3: 104,418 shares; 2025Q4: 108,745 shares 108,745 $2.98M 0.03% +4,327 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,700 shares; 2024Q4: 21,547 shares; 2025Q1: 21,220 shares; 2025Q2: 21,220 shares; 2025Q3: 21,200 shares; 2025Q4: 21,202 shares 21,202 $2.87M 0.03% +2 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,251 shares; 2025Q2: 37,685 shares; 2025Q3: 75,180 shares; 2025Q4: 98,043 shares 98,043 $2.83M 0.03% +22,863 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,731 shares; 2024Q4: 11,270 shares; 2025Q1: 11,384 shares; 2025Q2: 13,389 shares; 2025Q3: 11,247 shares; 2025Q4: 11,588 shares 11,588 $2.81M 0.03% +341 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,424 shares; 2024Q4: 54,645 shares; 2025Q1: 53,205 shares; 2025Q2: 52,936 shares; 2025Q3: 51,415 shares; 2025Q4: 51,637 shares 51,637 $2.78M 0.03% +222 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,427 shares; 2024Q4: 16,716 shares; 2025Q1: 16,691 shares; 2025Q2: 21,282 shares; 2025Q3: 21,500 shares; 2025Q4: 21,509 shares 21,509 $2.77M 0.03% +9 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,876 shares; 2024Q4: 10,208 shares; 2025Q1: 10,397 shares; 2025Q2: 11,260 shares; 2025Q3: 11,395 shares; 2025Q4: 11,164 shares 11,164 $2.75M 0.03% -231 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,573 shares; 2024Q4: 4,727 shares; 2025Q1: 7,163 shares; 2025Q2: 16,650 shares; 2025Q3: 17,652 shares; 2025Q4: 23,071 shares 23,071 $2.72M 0.03% +5,419 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,674 shares; 2024Q4: 4,888 shares; 2025Q1: 5,026 shares; 2025Q2: 5,859 shares; 2025Q3: 6,264 shares; 2025Q4: 19,235 shares 19,235 $2.71M 0.03% +12,971 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,834 shares; 2024Q4: 25,098 shares; 2025Q1: 21,635 shares; 2025Q2: 21,122 shares; 2025Q3: 20,671 shares; 2025Q4: 20,514 shares 20,514 $2.68M 0.03% -157 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,079 shares; 2024Q4: 9,079 shares; 2025Q1: 9,079 shares; 2025Q2: 9,279 shares; 2025Q3: 9,279 shares; 2025Q4: 9,392 shares 9,392 $2.64M 0.03% +113 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,963 shares; 2024Q4: 22,866 shares; 2025Q1: 22,951 shares; 2025Q2: 24,162 shares; 2025Q3: 22,558 shares; 2025Q4: 26,151 shares 26,151 $2.64M 0.03% +3,593 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,831 shares; 2024Q4: 19,288 shares; 2025Q1: 18,578 shares; 2025Q2: 26,012 shares; 2025Q3: 18,549 shares; 2025Q4: 20,108 shares 20,108 $2.59M 0.03% +1,559 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,941 shares; 2024Q4: 11,584 shares; 2025Q1: 11,027 shares; 2025Q2: 11,600 shares; 2025Q3: 11,815 shares; 2025Q4: 12,119 shares 12,119 $2.49M 0.03% +304 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 3,617 shares; 2025Q1: 3,554 shares; 2025Q2: 3,554 shares; 2025Q3: 3,550 shares; 2025Q4: 3,653 shares 3,653 $2.47M 0.03% +103 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,183 shares; 2025Q4: 94,316 shares 94,316 $2.4M 0.03% +4,133 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 4,800 shares; 2025Q3: 28,012 shares; 2025Q4: 31,829 shares 31,829 $2.4M 0.03% +3,817 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 69 shares; 2025Q1: 26 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,412 shares 28,412 $2.38M 0.03% new Timeline PBP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,772 shares; 2024Q4: 116,422 shares; 2025Q1: 132,105 shares; 2025Q2: 77,965 shares; 2025Q3: 77,965 shares; 2025Q4: 101,771 shares 101,771 $2.32M 0.03% +23,806 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,856 shares; 2024Q4: 124,591 shares; 2025Q1: 84,455 shares; 2025Q2: 89,111 shares; 2025Q3: 73,696 shares; 2025Q4: 61,926 shares 61,926 $2.29M 0.03% -11,770 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,948 shares; 2024Q4: 59,613 shares; 2025Q1: 59,915 shares; 2025Q2: 51,384 shares; 2025Q3: 41,504 shares; 2025Q4: 42,551 shares 42,551 $2.27M 0.02% +1,047 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,464 shares; 2024Q4: 28,359 shares; 2025Q1: 28,266 shares; 2025Q2: 27,898 shares; 2025Q3: 27,313 shares; 2025Q4: 28,023 shares 28,023 $2.21M 0.02% +710 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,893 shares; 2024Q4: 12,102 shares; 2025Q1: 13,625 shares; 2025Q2: 19,023 shares; 2025Q3: 18,443 shares; 2025Q4: 26,624 shares 26,624 $2.21M 0.02% +8,181 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,680 shares; 2024Q4: 31,680 shares; 2025Q1: 31,680 shares; 2025Q2: 31,680 shares; 2025Q3: 31,680 shares; 2025Q4: 31,680 shares 31,680 $2.19M 0.02% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,030 shares; 2024Q4: 12,421 shares; 2025Q1: 19,270 shares; 2025Q2: 22,878 shares; 2025Q3: 23,910 shares; 2025Q4: 22,156 shares 22,156 $2.13M 0.02% -1,754 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,147 shares; 2024Q4: 5,412 shares; 2025Q1: 5,310 shares; 2025Q2: 5,310 shares; 2025Q3: 5,480 shares; 2025Q4: 5,354 shares 5,354 $2.08M 0.02% -126 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,828 shares; 2024Q4: 22,969 shares; 2025Q1: 24,453 shares; 2025Q2: 24,265 shares; 2025Q3: 24,265 shares; 2025Q4: 24,552 shares 24,552 $1.92M 0.02% +287 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,457 shares; 2024Q4: 17,431 shares; 2025Q1: 18,416 shares; 2025Q2: 19,093 shares; 2025Q3: 20,192 shares; 2025Q4: 19,756 shares 19,756 $1.92M 0.02% -436 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,425 shares; 2024Q4: 16,102 shares; 2025Q1: 13,875 shares; 2025Q2: 12,961 shares; 2025Q3: 12,325 shares; 2025Q4: 11,769 shares 11,769 $1.91M 0.02% -556 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,121 shares; 2024Q4: 70,859 shares; 2025Q1: 67,359 shares; 2025Q2: 67,359 shares; 2025Q3: 56,312 shares; 2025Q4: 143,484 shares 143,484 $1.91M 0.02% +87,172 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,484 shares; 2025Q2: 26,009 shares; 2025Q3: 45,188 shares; 2025Q4: 58,544 shares 58,544 $1.87M 0.02% +13,356 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,001 shares; 2024Q4: 37,927 shares; 2025Q1: 24,783 shares; 2025Q2: 22,893 shares; 2025Q3: 21,427 shares; 2025Q4: 18,641 shares 18,641 $1.85M 0.02% -2,786 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,573 shares; 2024Q4: 4,348 shares; 2025Q1: 4,737 shares; 2025Q2: 3,819 shares; 2025Q3: 3,792 shares; 2025Q4: 3,765 shares 3,765 $1.85M 0.02% -27 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,864 shares; 2024Q4: 1,791 shares; 2025Q1: 2,394 shares; 2025Q2: 10,945 shares; 2025Q3: 11,484 shares; 2025Q4: 11,898 shares 11,898 $1.85M 0.02% +414 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,271 shares; 2024Q4: 23,092 shares; 2025Q1: 17,404 shares; 2025Q2: 21,200 shares; 2025Q3: 21,608 shares; 2025Q4: 26,555 shares 26,555 $1.84M 0.02% +4,947 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,850 shares; 2024Q4: 33,309 shares; 2025Q1: 31,828 shares; 2025Q2: 8,779 shares; 2025Q3: 7,840 shares; 2025Q4: 7,395 shares 7,395 $1.83M 0.02% -445 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,589 shares; 2024Q4: 10,840 shares; 2025Q1: 24,026 shares; 2025Q2: 24,215 shares; 2025Q3: 26,085 shares; 2025Q4: 26,355 shares 26,355 $1.77M 0.02% +270 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 2,367 shares; 2025Q1: 3,510 shares; 2025Q2: 7,153 shares; 2025Q3: 7,413 shares; 2025Q4: 14,530 shares 14,530 $1.73M 0.02% +7,117 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,732 shares; 2024Q4: 14,375 shares; 2025Q1: 14,009 shares; 2025Q2: 13,844 shares; 2025Q3: 13,240 shares; 2025Q4: 14,658 shares 14,658 $1.72M 0.02% +1,418 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 8,496 shares; 2025Q3: 17,264 shares; 2025Q4: 17,318 shares 17,318 $1.66M 0.02% +54 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,268 shares; 2024Q4: 233,050 shares; 2025Q1: 235,095 shares; 2025Q2: 238,941 shares; 2025Q3: 223,717 shares; 2025Q4: 41,171 shares 41,171 $1.66M 0.02% -182,546 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,038 shares; 2024Q4: 5,915 shares; 2025Q1: 5,858 shares; 2025Q2: 5,613 shares; 2025Q3: 5,613 shares; 2025Q4: 5,829 shares 5,829 $1.65M 0.02% +216 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,294 shares; 2025Q1: 1,967 shares; 2025Q2: 2,423 shares; 2025Q3: 3,510 shares; 2025Q4: 5,342 shares 5,342 $1.62M 0.02% +1,832 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,009 shares; 2024Q4: 13,560 shares; 2025Q1: 13,619 shares; 2025Q2: 13,495 shares; 2025Q3: 13,195 shares; 2025Q4: 13,695 shares 13,695 $1.59M 0.02% +500 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,223 shares; 2024Q4: 11,097 shares; 2025Q1: 13,761 shares; 2025Q2: 18,450 shares; 2025Q3: 21,756 shares; 2025Q4: 31,696 shares 31,696 $1.53M 0.02% +9,940 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,979 shares; 2024Q4: 24,012 shares; 2025Q1: 24,064 shares; 2025Q2: 24,263 shares; 2025Q3: 24,837 shares; 2025Q4: 24,899 shares 24,899 $1.52M 0.02% +62 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,538 shares; 2024Q4: 8,533 shares; 2025Q1: 14,622 shares; 2025Q2: 18,606 shares; 2025Q3: 18,938 shares; 2025Q4: 20,225 shares 20,225 $1.52M 0.02% +1,287 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,512 shares; 2024Q4: 14,345 shares; 2025Q1: 14,337 shares; 2025Q2: 14,389 shares; 2025Q3: 14,344 shares; 2025Q4: 14,462 shares 14,462 $1.51M 0.02% +118 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,525 shares; 2024Q4: 115,328 shares; 2025Q1: 81,804 shares; 2025Q2: 12,457 shares; 2025Q3: 10,460 shares; 2025Q4: 10,487 shares 10,487 $1.51M 0.02% +27 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,021 shares; 2024Q4: 16,885 shares; 2025Q1: 16,885 shares; 2025Q2: 16,954 shares; 2025Q3: 17,129 shares; 2025Q4: 17,271 shares 17,271 $1.51M 0.02% +142 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,000 shares; 2024Q4: 70,000 shares; 2025Q1: 70,000 shares; 2025Q2: 70,000 shares; 2025Q3: 70,000 shares; 2025Q4: 130,000 shares 130,000 $1.49M 0.02% +60,000 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 8,243 shares; 2025Q1: 24,999 shares; 2025Q2: 25,568 shares; 2025Q3: 27,400 shares; 2025Q4: 26,266 shares 26,266 $1.49M 0.02% -1,134 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,331 shares; 2024Q4: 12,328 shares; 2025Q1: 8,013 shares; 2025Q2: 8,013 shares; 2025Q3: 8,013 shares; 2025Q4: 8,252 shares 8,252 $1.49M 0.02% +239 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,050 shares; 2024Q4: 18,108 shares; 2025Q1: 18,097 shares; 2025Q2: 18,501 shares; 2025Q3: 18,270 shares; 2025Q4: 18,430 shares 18,430 $1.48M 0.02% +160 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,416 shares; 2024Q4: 4,463 shares; 2025Q1: 4,176 shares; 2025Q2: 4,423 shares; 2025Q3: 4,320 shares; 2025Q4: 4,374 shares 4,374 $1.48M 0.02% +54 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,081 shares; 2024Q4: 8,875 shares; 2025Q1: 6,798 shares; 2025Q2: 30,923 shares; 2025Q3: 30,789 shares; 2025Q4: 31,697 shares 31,697 $1.47M 0.02% +908 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,643 shares; 2024Q4: 6,138 shares; 2025Q1: 6,907 shares; 2025Q2: 7,568 shares; 2025Q3: 7,874 shares; 2025Q4: 7,781 shares 7,781 $1.46M 0.02% -93 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,508 shares; 2024Q4: 106,022 shares; 2025Q1: 108,126 shares; 2025Q2: 109,393 shares; 2025Q3: 105,742 shares; 2025Q4: 39,678 shares 39,678 $1.43M 0.02% -66,064 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,833 shares; 2024Q4: 26,179 shares; 2025Q1: 21,151 shares; 2025Q2: 21,263 shares; 2025Q3: 24,564 shares; 2025Q4: 24,883 shares 24,883 $1.41M 0.02% +319 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,956 shares; 2024Q4: 4,835 shares; 2025Q1: 5,285 shares; 2025Q2: 5,207 shares; 2025Q3: 5,064 shares; 2025Q4: 7,781 shares 7,781 $1.41M 0.02% +2,717 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,148 shares; 2024Q4: 1,193 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,668 shares 19,668 $1.4M 0.02% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,147 shares; 2024Q4: 7,159 shares; 2025Q1: 7,208 shares; 2025Q2: 6,558 shares; 2025Q3: 6,302 shares; 2025Q4: 6,348 shares 6,348 $1.39M 0.02% +46 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,358 shares; 2024Q4: 30,730 shares; 2025Q1: 6,860 shares; 2025Q2: 6,035 shares; 2025Q3: 5,569 shares; 2025Q4: 5,500 shares 5,500 $1.38M 0.02% -69 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 5,749 shares; 2025Q1: 5,853 shares; 2025Q2: 5,785 shares; 2025Q3: 5,270 shares; 2025Q4: 4,700 shares 4,700 $1.36M 0.01% -570 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,551 shares; 2025Q2: 11,481 shares; 2025Q3: 13,940 shares; 2025Q4: 15,647 shares 15,647 $1.34M 0.01% +1,707 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,374 shares; 2024Q4: 9,604 shares; 2025Q1: 9,667 shares; 2025Q2: 10,494 shares; 2025Q3: 9,618 shares; 2025Q4: 9,522 shares 9,522 $1.31M 0.01% -96 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: 102 shares; 2025Q1: 553 shares; 2025Q2: 823 shares; 2025Q3: 15,762 shares; 2025Q4: 16,398 shares 16,398 $1.31M 0.01% +636 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,790 shares; 2025Q3: 29,896 shares; 2025Q4: 29,979 shares 29,979 $1.31M 0.01% +83 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,588 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,822 shares 57,822 $1.3M 0.01% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,066 shares; 2024Q4: 22,104 shares; 2025Q1: 22,147 shares; 2025Q2: 22,335 shares; 2025Q3: 22,841 shares; 2025Q4: 21,967 shares 21,967 $1.3M 0.01% -874 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,256 shares; 2024Q4: 18,064 shares; 2025Q1: 17,677 shares; 2025Q2: 16,854 shares; 2025Q3: 16,874 shares; 2025Q4: 15,595 shares 15,595 $1.29M 0.01% -1,279 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,857 shares; 2024Q4: 27,775 shares; 2025Q1: 27,909 shares; 2025Q2: 27,909 shares; 2025Q3: 27,909 shares; 2025Q4: 27,929 shares 27,929 $1.26M 0.01% +20 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,233 shares; 2024Q4: 18,038 shares; 2025Q1: 17,202 shares; 2025Q2: 15,232 shares; 2025Q3: 14,954 shares; 2025Q4: 14,750 shares 14,750 $1.26M 0.01% -204 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,235 shares; 2024Q4: 15,454 shares; 2025Q1: 15,726 shares; 2025Q2: 15,886 shares; 2025Q3: 15,726 shares; 2025Q4: 15,805 shares 15,805 $1.26M 0.01% +79 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,572 shares; 2024Q4: 5,654 shares; 2025Q1: 5,572 shares; 2025Q2: 5,572 shares; 2025Q3: 5,550 shares; 2025Q4: 7,339 shares 7,339 $1.24M 0.01% +1,789 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,980 shares; 2024Q4: 4,870 shares; 2025Q1: 4,658 shares; 2025Q2: 4,679 shares; 2025Q3: 4,749 shares; 2025Q4: 4,717 shares 4,717 $1.24M 0.01% -32 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 14,870 shares; 2025Q1: 15,519 shares; 2025Q2: 17,720 shares; 2025Q3: 15,706 shares; 2025Q4: 25,881 shares 25,881 $1.24M 0.01% +10,175 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,235 shares; 2024Q4: 7,257 shares; 2025Q1: 7,276 shares; 2025Q2: 7,293 shares; 2025Q3: 7,311 shares; 2025Q4: 7,333 shares 7,333 $1.22M 0.01% +22 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,930 shares; 2024Q4: 5,664 shares; 2025Q1: 5,642 shares; 2025Q2: 5,877 shares; 2025Q3: 5,763 shares; 2025Q4: 5,815 shares 5,815 $1.21M 0.01% +52 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,514 shares; 2024Q4: 9,974 shares; 2025Q1: 9,854 shares; 2025Q2: 11,037 shares; 2025Q3: 11,743 shares; 2025Q4: 12,102 shares 12,102 $1.21M 0.01% +359 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,368 shares; 2025Q1: 16,967 shares; 2025Q2: 20,058 shares; 2025Q3: 31,582 shares; 2025Q4: 65,971 shares 65,971 $1.2M 0.01% +34,389 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,176 shares; 2024Q4: 28,273 shares; 2025Q1: 26,035 shares; 2025Q2: 27,618 shares; 2025Q3: 24,232 shares; 2025Q4: 23,885 shares 23,885 $1.19M 0.01% -347 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,962 shares; 2024Q4: 66,962 shares; 2025Q1: 66,962 shares; 2025Q2: 58,762 shares; 2025Q3: 58,762 shares; 2025Q4: 39,562 shares 39,562 $1.18M 0.01% -19,200 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 16,371 shares; 2025Q1: 37,018 shares; 2025Q2: 37,049 shares; 2025Q3: 36,405 shares; 2025Q4: 35,976 shares 35,976 $1.17M 0.01% -429 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,435 shares; 2024Q4: 6,520 shares; 2025Q1: 7,170 shares; 2025Q2: 7,719 shares; 2025Q3: 7,699 shares; 2025Q4: 8,443 shares 8,443 $1.16M 0.01% +744 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,942 shares; 2025Q4: 25,933 shares 25,933 $1.15M 0.01% +22,991 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,286 shares; 2024Q4: 2,483 shares; 2025Q1: 5,972 shares; 2025Q2: 8,255 shares; 2025Q3: 10,376 shares; 2025Q4: 14,776 shares 14,776 $1.15M 0.01% +4,400 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,587 shares; 2024Q4: 7,955 shares; 2025Q1: 8,014 shares; 2025Q2: 7,392 shares; 2025Q3: 7,443 shares; 2025Q4: 13,101 shares 13,101 $1.14M 0.01% +5,658 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,350 shares; 2024Q4: 34,350 shares; 2025Q1: 24,350 shares; 2025Q2: 24,350 shares; 2025Q3: 24,350 shares; 2025Q4: 24,350 shares 24,350 $1.14M 0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,038 shares; 2024Q4: 3,105 shares; 2025Q1: 2,561 shares; 2025Q2: 2,557 shares; 2025Q3: 2,557 shares; 2025Q4: 2,554 shares 2,554 $1.14M 0.01% -3 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,806 shares; 2024Q4: 13,714 shares; 2025Q1: 13,795 shares; 2025Q2: 13,815 shares; 2025Q3: 13,873 shares; 2025Q4: 13,857 shares 13,857 $1.14M 0.01% -16 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,166 shares; 2024Q4: 10,288 shares; 2025Q1: 9,725 shares; 2025Q2: 5,533 shares; 2025Q3: 5,364 shares; 2025Q4: 5,435 shares 5,435 $1.13M 0.01% +71 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,614 shares; 2024Q4: 16,731 shares; 2025Q1: 15,976 shares; 2025Q2: 16,938 shares; 2025Q3: 16,720 shares; 2025Q4: 17,327 shares 17,327 $1.08M 0.01% +607 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,257 shares; 2024Q4: 7,279 shares; 2025Q1: 7,689 shares; 2025Q2: 11,151 shares; 2025Q3: 11,002 shares; 2025Q4: 23,929 shares 23,929 $1.07M 0.01% +12,927 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,379 shares; 2024Q4: 4,379 shares; 2025Q1: 4,410 shares; 2025Q2: 4,379 shares; 2025Q3: 4,179 shares; 2025Q4: 4,179 shares 4,179 $1.07M 0.01% 0 Timeline QQQM 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,401 shares; 2024Q4: 4,436 shares; 2025Q1: 2,766 shares; 2025Q2: 3,328 shares; 2025Q3: 4,151 shares; 2025Q4: 4,191 shares 4,191 $1.06M 0.01% +40 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,667 shares; 2024Q4: 12,705 shares; 2025Q1: 12,606 shares; 2025Q2: 12,638 shares; 2025Q3: 12,639 shares; 2025Q4: 12,639 shares 12,639 $1.04M 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,436 shares; 2024Q4: 10,106 shares; 2025Q1: 10,159 shares; 2025Q2: 8,498 shares; 2025Q3: 7,721 shares; 2025Q4: 8,365 shares 8,365 $1.03M 0.01% +644 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares 12,000 $1.02M 0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,899 shares; 2024Q4: 3,994 shares; 2025Q1: 4,328 shares; 2025Q2: 5,278 shares; 2025Q3: 5,363 shares; 2025Q4: 5,550 shares 5,550 $1.01M 0.01% +187 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,227 shares; 2024Q4: 34,149 shares; 2025Q1: 30,372 shares; 2025Q2: 29,033 shares; 2025Q3: 26,373 shares; 2025Q4: 25,767 shares 25,767 $988K 0.01% -606 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,183 shares; 2025Q1: 1,184 shares; 2025Q2: 7,475 shares; 2025Q3: 10,494 shares; 2025Q4: 22,798 shares 22,798 $973K 0.01% +12,304 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,853 shares; 2024Q4: 3,731 shares; 2025Q1: 3,898 shares; 2025Q2: 3,459 shares; 2025Q3: 3,373 shares; 2025Q4: 3,486 shares 3,486 $959K 0.01% +113 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,391 shares; 2025Q1: 1,451 shares; 2025Q2: 1,512 shares; 2025Q3: 1,486 shares; 2025Q4: 1,517 shares 1,517 $944K 0.01% +31 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,667 shares; 2024Q4: 4,882 shares; 2025Q1: 5,300 shares; 2025Q2: 5,709 shares; 2025Q3: 5,591 shares; 2025Q4: 5,052 shares 5,052 $937K 0.01% -539 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,553 shares; 2024Q4: 15,553 shares; 2025Q1: 14,589 shares; 2025Q2: 14,589 shares; 2025Q3: 14,589 shares; 2025Q4: 14,602 shares 14,602 $935K 0.01% +13 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 1,658 shares; 2025Q1: 2,729 shares; 2025Q2: 3,924 shares; 2025Q3: 4,296 shares; 2025Q4: 4,080 shares 4,080 $930K 0.01% -216 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,835 shares; 2024Q4: 16,835 shares; 2025Q1: 10,918 shares; 2025Q2: 10,918 shares; 2025Q3: 10,918 shares; 2025Q4: 11,118 shares 11,118 $930K 0.01% +200 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,094 shares; 2025Q2: 14,442 shares; 2025Q3: 25,158 shares; 2025Q4: 30,486 shares 30,486 $930K 0.01% +5,328 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,668 shares; 2024Q4: 5,638 shares; 2025Q1: 11,984 shares; 2025Q2: 24,914 shares; 2025Q3: 22,231 shares; 2025Q4: 19,794 shares 19,794 $911K 0.01% -2,437 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,470 shares; 2024Q4: 15,675 shares; 2025Q1: 15,802 shares; 2025Q2: 16,598 shares; 2025Q3: 15,924 shares; 2025Q4: 18,338 shares 18,338 $902K 0.01% +2,414 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,821 shares; 2024Q4: 11,821 shares; 2025Q1: 13,411 shares; 2025Q2: 9,623 shares; 2025Q3: 8,588 shares; 2025Q4: 8,206 shares 8,206 $902K 0.01% -382 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,752 shares; 2024Q4: 54,416 shares; 2025Q1: 84,653 shares; 2025Q2: 49,489 shares; 2025Q3: 43,852 shares; 2025Q4: 27,576 shares 27,576 $884K 0.01% -16,276 Timeline RUSHB RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $844K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,511 shares; 2024Q4: 10,888 shares; 2025Q1: 10,757 shares; 2025Q2: 10,708 shares; 2025Q3: 10,708 shares; 2025Q4: 14,543 shares 14,543 $820K 0.01% +3,835 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,983 shares; 2024Q4: 13,121 shares; 2025Q1: 13,236 shares; 2025Q2: 15,403 shares; 2025Q3: 16,387 shares; 2025Q4: 32,947 shares 32,947 $819K 0.01% +16,560 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 3,140 shares; 2025Q1: 3,175 shares; 2025Q2: 3,615 shares; 2025Q3: 3,638 shares; 2025Q4: 3,630 shares 3,630 $812K 0.01% -8 Timeline BKLN 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,901 shares; 2024Q4: 45,630 shares; 2025Q1: 46,135 shares; 2025Q2: 47,164 shares; 2025Q3: 45,590 shares; 2025Q4: 38,482 shares 38,482 $808K 0.01% -7,108 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,539 shares; 2024Q4: 15,539 shares; 2025Q1: 17,064 shares; 2025Q2: 17,064 shares; 2025Q3: 17,105 shares; 2025Q4: 17,105 shares 17,105 $804K 0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,727 shares; 2024Q4: 7,793 shares; 2025Q1: 8,374 shares; 2025Q2: 8,187 shares; 2025Q3: 8,402 shares; 2025Q4: 8,558 shares 8,558 $804K 0.01% +156 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 2,744 shares; 2025Q1: 7,364 shares; 2025Q2: 8,384 shares; 2025Q3: 9,300 shares; 2025Q4: 9,540 shares 9,540 $801K 0.01% +240 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,299 shares; 2024Q4: 4,311 shares; 2025Q1: 4,319 shares; 2025Q2: 4,346 shares; 2025Q3: 4,320 shares; 2025Q4: 4,321 shares 4,321 $786K 0.01% +1 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,913 shares; 2024Q4: 36,786 shares; 2025Q1: 30,330 shares; 2025Q2: 27,042 shares; 2025Q3: 27,586 shares; 2025Q4: 28,016 shares 28,016 $770K 0.01% +430 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,650 shares; 2024Q4: 19,071 shares; 2025Q1: 19,623 shares; 2025Q2: 15,794 shares; 2025Q3: 17,683 shares; 2025Q4: 20,021 shares 20,021 $768K 0.01% +2,338 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,749 shares; 2024Q4: 36,743 shares; 2025Q1: 36,650 shares; 2025Q2: 36,260 shares; 2025Q3: 26,052 shares; 2025Q4: 7,452 shares 7,452 $764K 0.01% -18,600 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,264 shares; 2024Q4: 68,756 shares; 2025Q1: 68,059 shares; 2025Q2: 68,099 shares; 2025Q3: 64,305 shares; 2025Q4: 45,674 shares 45,674 $753K 0.01% -18,631 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,400 shares; 2024Q4: 11,186 shares; 2025Q1: 11,635 shares; 2025Q2: 12,162 shares; 2025Q3: 11,613 shares; 2025Q4: 11,228 shares 11,228 $751K 0.01% -385 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,245 shares; 2024Q4: 8,217 shares; 2025Q1: 8,217 shares; 2025Q2: 8,804 shares; 2025Q3: 8,863 shares; 2025Q4: 11,116 shares 11,116 $749K 0.01% +2,253 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,122 shares; 2024Q4: 6,136 shares; 2025Q1: 4,959 shares; 2025Q2: 5,413 shares; 2025Q3: 4,797 shares; 2025Q4: 4,932 shares 4,932 $746K 0.01% +135 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 10,861 shares 10,861 $743K 0.01% -4,139 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,419 shares; 2024Q4: 11,694 shares; 2025Q1: 3,339 shares; 2025Q2: 10,019 shares; 2025Q3: 10,019 shares; 2025Q4: 10,021 shares 10,021 $737K 0.01% +2 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,566 shares; 2025Q1: 11,885 shares; 2025Q2: 11,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares 11,500 $732K 0.01% 0 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: 1,460 shares; 2025Q1: 18,127 shares; 2025Q2: 18,139 shares; 2025Q3: 27,614 shares; 2025Q4: 27,728 shares 27,728 $730K 0.01% +114 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 1,696 shares; 2025Q1: 17,585 shares; 2025Q2: 1,821 shares; 2025Q3: 1,504 shares; 2025Q4: 4,042 shares 4,042 $718K 0.01% +2,538 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,610 shares; 2024Q4: 7,177 shares; 2025Q1: 8,831 shares; 2025Q2: 10,091 shares; 2025Q3: 9,547 shares; 2025Q4: 9,609 shares 9,609 $708K 0.01% +62 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 1,987 shares; 2025Q1: 2,965 shares; 2025Q2: 3,314 shares; 2025Q3: 3,294 shares; 2025Q4: 3,406 shares 3,406 $699K 0.01% +112 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,543 shares; 2024Q4: 17,627 shares; 2025Q1: 17,041 shares; 2025Q2: 16,904 shares; 2025Q3: 16,902 shares; 2025Q4: 16,633 shares 16,633 $686K 0.01% -269 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95 shares; 2025Q1: 175 shares; 2025Q2: 150 shares; 2025Q3: 3,509 shares; 2025Q4: 3,439 shares 3,439 $683K 0.01% -70 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,771 shares; 2024Q4: 13,135 shares; 2025Q1: 12,975 shares; 2025Q2: 14,520 shares; 2025Q3: 14,497 shares; 2025Q4: 14,497 shares 14,497 $679K 0.01% 0 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,801 shares; 2024Q4: 31,385 shares; 2025Q1: 31,474 shares; 2025Q2: 30,426 shares; 2025Q3: 31,182 shares; 2025Q4: 30,996 shares 30,996 $670K 0.01% -186 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,945 shares; 2024Q4: 5,645 shares; 2025Q1: 5,619 shares; 2025Q2: 6,295 shares; 2025Q3: 5,374 shares; 2025Q4: 5,588 shares 5,588 $669K 0.01% +214 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,816 shares; 2024Q4: 6,842 shares; 2025Q1: 6,815 shares; 2025Q2: 6,262 shares; 2025Q3: 6,060 shares; 2025Q4: 5,994 shares 5,994 $661K 0.01% -66 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,252 shares; 2024Q4: 73,092 shares; 2025Q1: 73,092 shares; 2025Q2: 73,233 shares; 2025Q3: 73,156 shares; 2025Q4: 71,653 shares 71,653 $661K 0.01% -1,503 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,205 shares; 2024Q4: 38,556 shares; 2025Q1: 31,705 shares; 2025Q2: 32,245 shares; 2025Q3: 32,245 shares; 2025Q4: 32,245 shares 32,245 $652K 0.01% 0 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 2,683 shares; 2025Q1: 6,507 shares; 2025Q2: 7,669 shares; 2025Q3: 8,599 shares; 2025Q4: 8,872 shares 8,872 $641K 0.01% +273 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 3,018 shares; 2025Q1: 7,734 shares; 2025Q2: 8,249 shares; 2025Q3: 9,439 shares; 2025Q4: 9,586 shares 9,586 $640K 0.01% +147 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,712 shares; 2024Q4: 5,221 shares; 2025Q1: 5,320 shares; 2025Q2: 5,209 shares; 2025Q3: 3,156 shares; 2025Q4: 3,268 shares 3,268 $634K 0.01% +112 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,935 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,579 shares 9,579 $617K 0.01% new Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,633 shares; 2024Q4: 4,483 shares; 2025Q1: 3,483 shares; 2025Q2: 3,483 shares; 2025Q3: 3,483 shares; 2025Q4: 3,483 shares 3,483 $607K 0.01% 0 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92 shares; 2025Q1: 2,419 shares; 2025Q2: 4,616 shares; 2025Q3: 5,894 shares; 2025Q4: 5,903 shares 5,903 $605K 0.01% +9 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: 1,137 shares; 2025Q1: 1,210 shares; 2025Q2: 1,246 shares; 2025Q3: 1,229 shares; 2025Q4: 1,053 shares 1,053 $601K 0.01% -176 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063 shares; 2024Q4: 2,066 shares; 2025Q1: 2,069 shares; 2025Q2: 2,072 shares; 2025Q3: 2,075 shares; 2025Q4: 2,078 shares 2,078 $600K 0.01% +3 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,886 shares; 2025Q3: 11,062 shares; 2025Q4: 11,062 shares 11,062 $598K 0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,844 shares; 2024Q4: 6,491 shares; 2025Q1: 6,733 shares; 2025Q2: 9,067 shares; 2025Q3: 9,167 shares; 2025Q4: 7,537 shares 7,537 $594K 0.01% -1,630 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 522 shares; 2025Q1: 977 shares; 2025Q2: 1,334 shares; 2025Q3: 1,659 shares; 2025Q4: 1,542 shares 1,542 $591K 0.01% -117 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,384 shares; 2024Q4: 4,285 shares; 2025Q1: 6,148 shares; 2025Q2: 5,815 shares; 2025Q3: 5,632 shares; 2025Q4: 5,608 shares 5,608 $589K 0.01% -24 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 3,310 shares; 2025Q1: 3,310 shares; 2025Q2: 3,310 shares; 2025Q3: 4,225 shares; 2025Q4: 4,225 shares 4,225 $588K 0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 5,916 shares; 2025Q3: 5,990 shares; 2025Q4: 12,620 shares 12,620 $572K 0.01% +6,630 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 2,960 shares; 2025Q1: 3,005 shares; 2025Q2: 3,053 shares; 2025Q3: 3,090 shares; 2025Q4: 3,263 shares 3,263 $572K 0.01% +173 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 28 shares; 2025Q1: 35 shares; 2025Q2: 104 shares; 2025Q3: 1,796 shares; 2025Q4: 1,816 shares 1,816 $572K 0.01% +20 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 2,183 shares; 2025Q1: 5,695 shares; 2025Q2: 6,558 shares; 2025Q3: 7,338 shares; 2025Q4: 7,557 shares 7,557 $571K 0.01% +219 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,150 shares; 2024Q4: 39,852 shares; 2025Q1: 36,852 shares; 2025Q2: 36,852 shares; 2025Q3: 21,537 shares; 2025Q4: 21,450 shares 21,450 $563K 0.01% -87 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 795 shares; 2025Q1: 1,147 shares; 2025Q2: 1,385 shares; 2025Q3: 1,347 shares; 2025Q4: 1,206 shares 1,206 $561K 0.01% -141 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,820 shares; 2024Q4: 2,676 shares; 2025Q1: 2,676 shares; 2025Q2: 2,716 shares; 2025Q3: 2,686 shares; 2025Q4: 2,720 shares 2,720 $561K 0.01% +34 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,062 shares; 2024Q4: 3,102 shares; 2025Q1: 3,467 shares; 2025Q2: 3,799 shares; 2025Q3: 3,549 shares; 2025Q4: 3,870 shares 3,870 $550K 0.01% +321 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,073 shares; 2024Q4: 3,900 shares; 2025Q1: 4,391 shares; 2025Q2: 2,702 shares; 2025Q3: 2,518 shares; 2025Q4: 2,870 shares 2,870 $548K 0.01% +352 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,202 shares; 2025Q1: 2,213 shares; 2025Q2: 3,766 shares; 2025Q3: 4,093 shares; 2025Q4: 3,992 shares 3,992 $544K 0.01% -101 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,157 shares; 2024Q4: 5,157 shares; 2025Q1: 5,856 shares; 2025Q2: 6,139 shares; 2025Q3: 5,616 shares; 2025Q4: 5,441 shares 5,441 $543K 0.01% -175 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $539K 0.01% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 901 shares; 2025Q1: 788 shares; 2025Q2: 788 shares; 2025Q3: 788 shares; 2025Q4: 888 shares 888 $536K 0.01% +100 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,671 shares; 2024Q4: 10,603 shares; 2025Q1: 10,938 shares; 2025Q2: 10,946 shares; 2025Q3: 8,941 shares; 2025Q4: 9,074 shares 9,074 $532K 0.01% +133 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 203 shares; 2025Q1: 365 shares; 2025Q2: 515 shares; 2025Q3: 561 shares; 2025Q4: 525 shares 525 $530K 0.01% -36 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,168 shares; 2024Q4: 1,612 shares; 2025Q1: 1,612 shares; 2025Q2: 2,656 shares; 2025Q3: 1,651 shares; 2025Q4: 3,471 shares 3,471 $516K 0.01% +1,820 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 2,190 shares; 2025Q1: 3,333 shares; 2025Q2: 4,913 shares; 2025Q3: 5,195 shares; 2025Q4: 4,753 shares 4,753 $509K 0.01% -442 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,103 shares; 2024Q4: 8,043 shares; 2025Q1: 8,043 shares; 2025Q2: 8,043 shares; 2025Q3: 7,780 shares; 2025Q4: 7,771 shares 7,771 $505K 0.01% -9 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,596 shares; 2024Q4: 6,162 shares; 2025Q1: 5,746 shares; 2025Q2: 6,190 shares; 2025Q3: 6,144 shares; 2025Q4: 6,338 shares 6,338 $503K 0.01% +194 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,494 shares; 2024Q4: 11,260 shares; 2025Q1: 10,831 shares; 2025Q2: 10,412 shares; 2025Q3: 5,526 shares; 2025Q4: 5,670 shares 5,670 $494K 0.01% +144 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,065 shares; 2024Q4: 4,465 shares; 2025Q1: 4,949 shares; 2025Q2: 4,995 shares; 2025Q3: 5,023 shares; 2025Q4: 4,945 shares 4,945 $493K 0.01% -78 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,939 shares; 2024Q4: 17,939 shares; 2025Q1: 12,939 shares; 2025Q2: 12,939 shares; 2025Q3: 12,939 shares; 2025Q4: 12,939 shares 12,939 $493K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,002 shares; 2024Q4: 46,684 shares; 2025Q1: 45,859 shares; 2025Q2: 33,347 shares; 2025Q3: 30,867 shares; 2025Q4: 20,345 shares 20,345 $482K 0.01% -10,522 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,982 shares; 2024Q4: 236,332 shares; 2025Q1: 222,749 shares; 2025Q2: 17,930 shares; 2025Q3: 15,662 shares; 2025Q4: 15,592 shares 15,592 $478K 0.01% -70 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,429 shares; 2024Q4: 4,564 shares; 2025Q1: 4,564 shares; 2025Q2: 4,939 shares; 2025Q3: 3,409 shares; 2025Q4: 4,472 shares 4,472 $477K 0.01% +1,063 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,829 shares; 2024Q4: 15,648 shares; 2025Q1: 13,264 shares; 2025Q2: 10,828 shares; 2025Q3: 9,930 shares; 2025Q4: 10,257 shares 10,257 $477K 0.01% +327 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,824 shares; 2024Q4: 19,865 shares; 2025Q1: 7,790 shares; 2025Q2: 5,668 shares; 2025Q3: not reported; 2025Q4: 4,876 shares 4,876 $477K 0.01% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 902 shares; 2024Q4: 157 shares; 2025Q1: 52 shares; 2025Q2: 111 shares; 2025Q3: 199 shares; 2025Q4: 1,663 shares 1,663 $475K 0.01% +1,464 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 4,851 shares; 2025Q1: 4,910 shares; 2025Q2: 6,280 shares; 2025Q3: 5,130 shares; 2025Q4: 7,020 shares 7,020 $466K 0.01% +1,890 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,278 shares; 2024Q4: 4,715 shares; 2025Q1: 4,678 shares; 2025Q2: 4,678 shares; 2025Q3: 4,678 shares; 2025Q4: 4,678 shares 4,678 $462K 0.01% 0 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,650 shares; 2024Q4: 16,650 shares; 2025Q1: 16,650 shares; 2025Q2: 16,650 shares; 2025Q3: 16,650 shares; 2025Q4: 16,650 shares 16,650 $462K 0.01% 0 Timeline FBCV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 1,520 shares; 2025Q1: 12,554 shares; 2025Q2: 12,614 shares; 2025Q3: 12,723 shares; 2025Q4: 12,946 shares 12,946 $462K 0.01% +223 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,820 shares; 2025Q2: 1,821 shares; 2025Q3: 1,822 shares; 2025Q4: 2,851 shares 2,851 $456K 0.01% +1,029 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 2,344 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $452K <0.01% 0 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,837 shares; 2024Q4: 3,672 shares; 2025Q1: 3,875 shares; 2025Q2: 3,747 shares; 2025Q3: 3,580 shares; 2025Q4: 3,634 shares 3,634 $451K <0.01% +54 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,273 shares; 2024Q4: 3,551 shares; 2025Q1: 3,525 shares; 2025Q2: 3,525 shares; 2025Q3: 3,525 shares; 2025Q4: 7,272 shares 7,272 $449K <0.01% +3,747 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,944 shares; 2024Q4: 7,487 shares; 2025Q1: 7,600 shares; 2025Q2: 8,928 shares; 2025Q3: 8,403 shares; 2025Q4: 7,434 shares 7,434 $447K <0.01% -969 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,808 shares; 2024Q4: 16,051 shares; 2025Q1: 15,797 shares; 2025Q2: 17,071 shares; 2025Q3: 15,240 shares; 2025Q4: 16,052 shares 16,052 $437K <0.01% +812 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,209 shares; 2024Q4: 7,133 shares; 2025Q1: 2,604 shares; 2025Q2: 2,016 shares; 2025Q3: 2,501 shares; 2025Q4: 3,200 shares 3,200 $432K <0.01% +699 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,631 shares; 2024Q4: 10,021 shares; 2025Q1: 9,293 shares; 2025Q2: 9,293 shares; 2025Q3: 9,275 shares; 2025Q4: 12,155 shares 12,155 $426K <0.01% +2,880 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,293 shares; 2024Q4: 5,330 shares; 2025Q1: 5,447 shares; 2025Q2: 5,335 shares; 2025Q3: 4,858 shares; 2025Q4: 4,863 shares 4,863 $420K <0.01% +5 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 373 shares; 2025Q1: 485 shares; 2025Q2: 520 shares; 2025Q3: 465 shares; 2025Q4: 1,953 shares 1,953 $414K <0.01% +1,488 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,060 shares; 2024Q4: 8,914 shares; 2025Q1: 9,019 shares; 2025Q2: 9,199 shares; 2025Q3: 9,279 shares; 2025Q4: 7,979 shares 7,979 $412K <0.01% -1,300 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 307 shares; 2025Q3: 860 shares; 2025Q4: 5,335 shares 5,335 $411K <0.01% +4,475 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,755 shares; 2024Q4: 6,999 shares; 2025Q1: not reported; 2025Q2: 2,373 shares; 2025Q3: 2,373 shares; 2025Q4: 10,834 shares 10,834 $406K <0.01% +8,461 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 2,053 shares; 2025Q1: 2,680 shares; 2025Q2: 4,056 shares; 2025Q3: 5,155 shares; 2025Q4: 15,414 shares 15,414 $401K <0.01% +10,259 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,366 shares; 2024Q4: 3,392 shares; 2025Q1: 3,392 shares; 2025Q2: 3,392 shares; 2025Q3: 3,392 shares; 2025Q4: 8,684 shares 8,684 $400K <0.01% +5,292 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,047 shares 6,047 $395K <0.01% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,294 shares; 2024Q4: 11,308 shares; 2025Q1: 11,316 shares; 2025Q2: 10,728 shares; 2025Q3: 10,841 shares; 2025Q4: 12,613 shares 12,613 $390K <0.01% +1,772 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 3,285 shares; 2025Q1: 3,285 shares; 2025Q2: 3,285 shares; 2025Q3: 3,285 shares; 2025Q4: 14,798 shares 14,798 $388K <0.01% +11,513 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 118 shares; 2025Q1: 890 shares; 2025Q2: 290 shares; 2025Q3: 363 shares; 2025Q4: 437 shares 437 $384K <0.01% +74 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,918 shares; 2024Q4: 8,401 shares; 2025Q1: 8,989 shares; 2025Q2: 8,201 shares; 2025Q3: 8,201 shares; 2025Q4: 8,601 shares 8,601 $382K <0.01% +400 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,051 shares; 2024Q4: 8,051 shares; 2025Q1: 8,051 shares; 2025Q2: 8,051 shares; 2025Q3: 7,975 shares; 2025Q4: 7,975 shares 7,975 $381K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,081 shares; 2025Q1: 1,123 shares; 2025Q2: 1,423 shares; 2025Q3: 1,248 shares; 2025Q4: 1,283 shares 1,283 $380K <0.01% +35 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 20 shares; 2025Q1: 31 shares; 2025Q2: 49 shares; 2025Q3: 53 shares; 2025Q4: 52 shares 52 $379K <0.01% -1 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,371 shares; 2024Q4: 20,240 shares; 2025Q1: 20,748 shares; 2025Q2: 20,837 shares; 2025Q3: 15,994 shares; 2025Q4: 16,321 shares 16,321 $376K <0.01% +327 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,719 shares; 2025Q3: 6,122 shares; 2025Q4: 9,938 shares 9,938 $375K <0.01% +3,816 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,707 shares; 2025Q1: 1,955 shares; 2025Q2: 1,955 shares; 2025Q3: 7,645 shares; 2025Q4: 7,145 shares 7,145 $374K <0.01% -500 Timeline KBWD 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,867 shares; 2024Q4: 46,604 shares; 2025Q1: 38,348 shares; 2025Q2: 36,861 shares; 2025Q3: 35,546 shares; 2025Q4: 27,246 shares 27,246 $372K <0.01% -8,300 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,056 shares; 2024Q4: 25,046 shares; 2025Q1: 25,004 shares; 2025Q2: 25,004 shares; 2025Q3: 25,004 shares; 2025Q4: 25,391 shares 25,391 $372K <0.01% +387 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 575 shares; 2025Q3: 538 shares; 2025Q4: 1,541 shares 1,541 $371K <0.01% +1,003 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,225 shares; 2024Q4: 3,836 shares; 2025Q1: 3,775 shares; 2025Q2: 3,872 shares; 2025Q3: 3,775 shares; 2025Q4: 3,783 shares 3,783 $370K <0.01% +8 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,410 shares; 2025Q3: 17,572 shares; 2025Q4: 18,729 shares 18,729 $366K <0.01% +1,157 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,776 shares; 2024Q4: 15,241 shares; 2025Q1: 5,763 shares; 2025Q2: 5,688 shares; 2025Q3: 4,947 shares; 2025Q4: 4,948 shares 4,948 $365K <0.01% +1 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 1,968 shares; 2025Q1: 6,237 shares; 2025Q2: 6,926 shares; 2025Q3: 7,846 shares; 2025Q4: 8,023 shares 8,023 $354K <0.01% +177 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,100 shares; 2025Q2: 11,100 shares; 2025Q3: 11,100 shares; 2025Q4: 11,100 shares 11,100 $353K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,331 shares; 2025Q1: 16,331 shares; 2025Q2: 14,223 shares; 2025Q3: 15,866 shares; 2025Q4: 14,628 shares 14,628 $352K <0.01% -1,238 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,280 shares; 2024Q4: 5,581 shares; 2025Q1: 5,990 shares; 2025Q2: 6,278 shares; 2025Q3: 6,005 shares; 2025Q4: 7,147 shares 7,147 $351K <0.01% +1,142 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,754 shares; 2024Q4: 9,369 shares; 2025Q1: 9,559 shares; 2025Q2: 8,320 shares; 2025Q3: 7,716 shares; 2025Q4: 9,595 shares 9,595 $348K <0.01% +1,879 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 4,874 shares; 2025Q1: 5,441 shares; 2025Q2: 23,888 shares; 2025Q3: 6,297 shares; 2025Q4: 8,765 shares 8,765 $346K <0.01% +2,468 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,788 shares 6,788 $342K <0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,657 shares; 2025Q1: 1,771 shares; 2025Q2: 2,525 shares; 2025Q3: 2,994 shares; 2025Q4: 3,034 shares 3,034 $340K <0.01% +40 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 82 shares; 2025Q1: 1,364 shares; 2025Q2: 4,002 shares; 2025Q3: 4,002 shares; 2025Q4: 4,118 shares 4,118 $338K <0.01% +116 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,022 shares; 2024Q4: 12,000 shares; 2025Q1: 10,699 shares; 2025Q2: 7,721 shares; 2025Q3: 5,753 shares; 2025Q4: 5,772 shares 5,772 $337K <0.01% +19 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,597 shares; 2024Q4: 4,849 shares; 2025Q1: 4,889 shares; 2025Q2: 5,039 shares; 2025Q3: 6,370 shares; 2025Q4: 6,596 shares 6,596 $334K <0.01% +226 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 7 shares; 2025Q1: 70 shares; 2025Q2: 332 shares; 2025Q3: 2,955 shares; 2025Q4: 3,021 shares 3,021 $333K <0.01% +66 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,373 shares; 2024Q4: 13,103 shares; 2025Q1: 12,889 shares; 2025Q2: 12,700 shares; 2025Q3: 8,896 shares; 2025Q4: 1,702 shares 1,702 $332K <0.01% -7,194 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 6,307 shares; 2025Q1: 6,868 shares; 2025Q2: 6,423 shares; 2025Q3: 519 shares; 2025Q4: 430 shares 430 $332K <0.01% -89 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,310 shares; 2025Q1: 1,310 shares; 2025Q2: 1,310 shares; 2025Q3: 1,384 shares; 2025Q4: 1,441 shares 1,441 $332K <0.01% +57 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,125 shares; 2025Q3: 7,555 shares; 2025Q4: 13,063 shares 13,063 $331K <0.01% +5,508 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 349 shares; 2025Q1: not reported; 2025Q2: 1,333 shares; 2025Q3: 5,071 shares; 2025Q4: 5,660 shares 5,660 $329K <0.01% +589 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457 shares; 2024Q4: 415 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,096 shares 1,096 $327K <0.01% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,596 shares; 2024Q4: 7,596 shares; 2025Q1: 7,596 shares; 2025Q2: 7,596 shares; 2025Q3: 7,596 shares; 2025Q4: 7,596 shares 7,596 $324K <0.01% 0 Timeline GOVI 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,869 shares; 2024Q4: 7,942 shares; 2025Q1: 7,938 shares; 2025Q2: 11,139 shares; 2025Q3: 11,682 shares; 2025Q4: 11,583 shares 11,583 $319K <0.01% -99 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,564 shares; 2024Q4: 113,262 shares; 2025Q1: 110,246 shares; 2025Q2: 6,980 shares; 2025Q3: 3,858 shares; 2025Q4: 3,588 shares 3,588 $313K <0.01% -270 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,761 shares; 2024Q4: 3,796 shares; 2025Q1: 3,794 shares; 2025Q2: 3,825 shares; 2025Q3: 4,216 shares; 2025Q4: 4,419 shares 4,419 $310K <0.01% +203 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,980 shares; 2024Q4: 8,122 shares; 2025Q1: 7,820 shares; 2025Q2: 8,545 shares; 2025Q3: 7,508 shares; 2025Q4: 7,359 shares 7,359 $304K <0.01% -149 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,567 shares; 2024Q4: 3,553 shares; 2025Q1: 2,529 shares; 2025Q2: 2,209 shares; 2025Q3: 2,184 shares; 2025Q4: 2,578 shares 2,578 $302K <0.01% +394 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,050 shares; 2025Q3: 2,650 shares; 2025Q4: 2,659 shares 2,659 $302K <0.01% +9 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,922 shares; 2025Q4: 2,314 shares 2,314 $299K <0.01% -1,608 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: 5,635 shares; 2025Q1: 5,700 shares; 2025Q2: 5,952 shares; 2025Q3: 6,188 shares; 2025Q4: 6,263 shares 6,263 $297K <0.01% +75 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,008 shares; 2024Q4: 9,918 shares; 2025Q1: 9,365 shares; 2025Q2: 9,298 shares; 2025Q3: 5,399 shares; 2025Q4: 5,439 shares 5,439 $297K <0.01% +40 Timeline PGX 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,129 shares; 2024Q4: 27,176 shares; 2025Q1: 26,828 shares; 2025Q2: 26,384 shares; 2025Q3: 27,473 shares; 2025Q4: 26,232 shares 26,232 $295K <0.01% -1,241 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,018 shares; 2025Q2: 1,747 shares; 2025Q3: 1,729 shares; 2025Q4: 3,186 shares 3,186 $288K <0.01% +1,457 Timeline