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: 211,745 shares; 2024Q4: 209,307 shares; 2025Q1: 200,222 shares; 2025Q2: 198,975 shares; 2025Q3: 197,387 shares; 2025Q4: 201,752 shares 201,752 $54.8M 6.15% +4,365 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: 54,848 shares; 2024Q4: 53,813 shares; 2025Q1: 52,370 shares; 2025Q2: 52,085 shares; 2025Q3: 51,412 shares; 2025Q4: 48,798 shares 48,798 $52.4M 5.88% -2,614 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: 84,043 shares; 2024Q4: 81,493 shares; 2025Q1: 71,294 shares; 2025Q2: 72,392 shares; 2025Q3: 72,235 shares; 2025Q4: 84,867 shares 84,867 $41M 4.6% +12,632 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: 113,797 shares; 2024Q4: 112,346 shares; 2025Q1: 107,592 shares; 2025Q2: 108,470 shares; 2025Q3: 107,953 shares; 2025Q4: 112,614 shares 112,614 $25.7M 2.88% +4,661 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: 73,507 shares; 2024Q4: 71,609 shares; 2025Q1: 70,774 shares; 2025Q2: 70,182 shares; 2025Q3: 67,368 shares; 2025Q4: 67,149 shares 67,149 $23.5M 2.64% -219 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: 70,764 shares; 2024Q4: 69,404 shares; 2025Q1: 68,721 shares; 2025Q2: 72,687 shares; 2025Q3: 72,529 shares; 2025Q4: 73,044 shares 73,044 $23.5M 2.64% +515 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: 89,243 shares; 2024Q4: 92,355 shares; 2025Q1: 88,257 shares; 2025Q2: 84,119 shares; 2025Q3: 33,338 shares; 2025Q4: 33,407 shares 33,407 $22.9M 2.56% +69 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: 130,975 shares; 2024Q4: 130,341 shares; 2025Q1: 119,022 shares; 2025Q2: 121,545 shares; 2025Q3: 120,214 shares; 2025Q4: 119,763 shares 119,763 $22.3M 2.5% -451 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,920 shares; 2024Q4: 118,702 shares; 2025Q1: 186,135 shares; 2025Q2: 262,049 shares; 2025Q3: 270,506 shares; 2025Q4: 274,500 shares 274,500 $22.3M 2.5% +3,994 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: 35,073 shares; 2024Q4: 34,371 shares; 2025Q1: 35,943 shares; 2025Q2: 39,549 shares; 2025Q3: 39,782 shares; 2025Q4: 40,303 shares 40,303 $20.3M 2.27% +521 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: 50,290 shares; 2024Q4: 53,538 shares; 2025Q1: 53,799 shares; 2025Q2: 54,865 shares; 2025Q3: 55,949 shares; 2025Q4: 57,356 shares 57,356 $19.9M 2.22% +1,407 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: 68,804 shares; 2024Q4: 69,397 shares; 2025Q1: 69,270 shares; 2025Q2: 72,362 shares; 2025Q3: 73,921 shares; 2025Q4: 78,453 shares 78,453 $18.1M 2.03% +4,532 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: 78,429 shares; 2024Q4: 74,267 shares; 2025Q1: 72,523 shares; 2025Q2: 73,889 shares; 2025Q3: 77,690 shares; 2025Q4: 83,955 shares 83,955 $17.4M 1.95% +6,265 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: 138,938 shares; 2024Q4: 141,505 shares; 2025Q1: 138,821 shares; 2025Q2: 141,463 shares; 2025Q3: 142,983 shares; 2025Q4: 143,852 shares 143,852 $16M 1.8% +869 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: 141,031 shares; 2024Q4: 138,117 shares; 2025Q1: 135,042 shares; 2025Q2: 132,142 shares; 2025Q3: 128,137 shares; 2025Q4: 127,902 shares 127,902 $15.4M 1.72% -235 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: 41,154 shares; 2024Q4: 54,365 shares; 2025Q1: 110,285 shares; 2025Q2: 201,700 shares; 2025Q3: 223,301 shares; 2025Q4: 229,098 shares 229,098 $14.8M 1.65% +5,797 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: 21,749 shares; 2024Q4: 20,110 shares; 2025Q1: 20,349 shares; 2025Q2: 21,560 shares; 2025Q3: 21,541 shares; 2025Q4: 21,571 shares 21,571 $14.7M 1.65% +30 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: 39,824 shares; 2024Q4: 46,266 shares; 2025Q1: 41,519 shares; 2025Q2: 42,580 shares; 2025Q3: 45,633 shares; 2025Q4: 46,822 shares 46,822 $14.7M 1.64% +1,189 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: 97,232 shares; 2024Q4: 95,563 shares; 2025Q1: 95,568 shares; 2025Q2: 95,187 shares; 2025Q3: 95,776 shares; 2025Q4: 95,053 shares 95,053 $14.6M 1.64% -723 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: 23,378 shares; 2024Q4: 21,700 shares; 2025Q1: 21,440 shares; 2025Q2: 22,513 shares; 2025Q3: 22,671 shares; 2025Q4: 22,656 shares 22,656 $13.9M 1.56% -15 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: 33,607 shares; 2024Q4: 32,791 shares; 2025Q1: 32,787 shares; 2025Q2: 32,805 shares; 2025Q3: 28,319 shares; 2025Q4: 28,046 shares 28,046 $13.6M 1.52% -273 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: 41,660 shares; 2024Q4: 41,079 shares; 2025Q1: 40,883 shares; 2025Q2: 41,239 shares; 2025Q3: 41,455 shares; 2025Q4: 42,141 shares 42,141 $13.2M 1.48% +686 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: 19,907 shares; 2024Q4: 19,152 shares; 2025Q1: 18,232 shares; 2025Q2: 18,229 shares; 2025Q3: 18,500 shares; 2025Q4: 18,709 shares 18,709 $10.7M 1.2% +209 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: 34,190 shares; 2024Q4: 34,016 shares; 2025Q1: 34,136 shares; 2025Q2: 34,862 shares; 2025Q3: 35,639 shares; 2025Q4: 37,175 shares 37,175 $10.2M 1.14% +1,536 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: 76,648 shares; 2024Q4: 73,476 shares; 2025Q1: 74,174 shares; 2025Q2: 75,820 shares; 2025Q3: 76,489 shares; 2025Q4: 77,758 shares 77,758 $9.74M 1.09% +1,269 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: 19,259 shares; 2024Q4: 26,495 shares; 2025Q1: 27,344 shares; 2025Q2: 28,610 shares; 2025Q3: 29,554 shares; 2025Q4: 30,253 shares 30,253 $9.19M 1.03% +699 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: 53,269 shares; 2024Q4: 46,417 shares; 2025Q1: 48,244 shares; 2025Q2: 50,200 shares; 2025Q3: 48,295 shares; 2025Q4: 56,912 shares 56,912 $9.13M 1.02% +8,617 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: 7,498 shares; 2025Q1: 7,592 shares; 2025Q2: 7,795 shares; 2025Q3: 8,041 shares; 2025Q4: 8,066 shares 8,066 $8.63M 0.97% +25 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: 53,560 shares; 2024Q4: 54,248 shares; 2025Q1: 47,690 shares; 2025Q2: 49,493 shares; 2025Q3: 50,167 shares; 2025Q4: 50,934 shares 50,934 $8.15M 0.91% +767 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: 24,769 shares; 2024Q4: 24,216 shares; 2025Q1: 24,205 shares; 2025Q2: 23,391 shares; 2025Q3: 23,261 shares; 2025Q4: 22,599 shares 22,599 $7.78M 0.87% -662 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: 25,747 shares; 2024Q4: 24,310 shares; 2025Q1: 23,970 shares; 2025Q2: 23,865 shares; 2025Q3: 24,570 shares; 2025Q4: 25,158 shares 25,158 $7.69M 0.86% +588 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: 65,300 shares; 2024Q4: 64,535 shares; 2025Q1: 63,410 shares; 2025Q2: 58,816 shares; 2025Q3: 58,327 shares; 2025Q4: 58,065 shares 58,065 $7.49M 0.84% -262 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: 38,396 shares; 2024Q4: 40,857 shares; 2025Q1: 41,047 shares; 2025Q2: 37,066 shares; 2025Q3: 36,964 shares; 2025Q4: 39,069 shares 39,069 $7.17M 0.8% +2,105 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: 8,515 shares; 2024Q4: 8,315 shares; 2025Q1: 8,117 shares; 2025Q2: 8,313 shares; 2025Q3: 8,169 shares; 2025Q4: 8,142 shares 8,142 $7.02M 0.79% -27 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: 51,080 shares; 2024Q4: 45,876 shares; 2025Q1: 42,283 shares; 2025Q2: 40,955 shares; 2025Q3: 39,534 shares; 2025Q4: 41,094 shares 41,094 $6.26M 0.7% +1,560 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: 93,129 shares; 2024Q4: 90,545 shares; 2025Q1: 76,257 shares; 2025Q2: 77,771 shares; 2025Q3: 77,979 shares; 2025Q4: 79,361 shares 79,361 $6.11M 0.68% +1,382 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: 45,883 shares; 2024Q4: 46,780 shares; 2025Q1: 51,987 shares; 2025Q2: 53,580 shares; 2025Q3: 54,711 shares; 2025Q4: 58,049 shares 58,049 $6.11M 0.68% +3,338 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: 6,215 shares; 2024Q4: 6,406 shares; 2025Q1: 5,861 shares; 2025Q2: 7,707 shares; 2025Q3: 8,878 shares; 2025Q4: 9,189 shares 9,189 $6.07M 0.68% +311 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: 26,450 shares; 2025Q1: 25,415 shares; 2025Q2: 28,312 shares; 2025Q3: 32,892 shares; 2025Q4: 34,918 shares 34,918 $5.98M 0.67% +2,026 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: 50,284 shares; 2024Q4: 49,111 shares; 2025Q1: 47,982 shares; 2025Q2: 48,533 shares; 2025Q3: 48,604 shares; 2025Q4: 48,586 shares 48,586 $5.96M 0.67% -18 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: 19,375 shares; 2024Q4: 18,959 shares; 2025Q1: 16,788 shares; 2025Q2: 17,669 shares; 2025Q3: 17,369 shares; 2025Q4: 19,446 shares 19,446 $5.76M 0.65% +2,077 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: not reported; 2024Q4: not reported; 2025Q1: 45,590 shares; 2025Q2: 48,549 shares; 2025Q3: 53,774 shares; 2025Q4: 57,126 shares 57,126 $5.7M 0.64% +3,352 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: 13,519 shares; 2024Q4: 13,647 shares; 2025Q1: 14,495 shares; 2025Q2: 14,514 shares; 2025Q3: 15,960 shares; 2025Q4: 16,935 shares 16,935 $5.54M 0.62% +975 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: 20,269 shares; 2024Q4: 20,356 shares; 2025Q1: 15,203 shares; 2025Q2: 14,131 shares; 2025Q3: 14,750 shares; 2025Q4: 15,459 shares 15,459 $5.22M 0.58% +709 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: 24,089 shares; 2024Q4: 22,298 shares; 2025Q1: 21,344 shares; 2025Q2: 21,331 shares; 2025Q3: 21,069 shares; 2025Q4: 21,019 shares 21,019 $5.07M 0.57% -50 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,625 shares; 2024Q4: 25,965 shares; 2025Q1: 31,579 shares; 2025Q2: 30,175 shares; 2025Q3: 34,269 shares; 2025Q4: 33,781 shares 33,781 $4.95M 0.55% -488 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: 40,190 shares; 2025Q2: 101,625 shares; 2025Q3: 115,512 shares; 2025Q4: 138,487 shares 138,487 $4.4M 0.49% +22,975 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: 53,301 shares; 2024Q4: 50,257 shares; 2025Q1: 47,181 shares; 2025Q2: 45,065 shares; 2025Q3: 41,326 shares; 2025Q4: 37,959 shares 37,959 $4.26M 0.48% -3,367 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: 72,838 shares; 2024Q4: 65,216 shares; 2025Q1: 70,126 shares; 2025Q2: 72,777 shares; 2025Q3: 69,025 shares; 2025Q4: 72,817 shares 72,817 $4.2M 0.47% +3,792 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: 7,141 shares; 2024Q4: 6,859 shares; 2025Q1: 6,540 shares; 2025Q2: 6,423 shares; 2025Q3: 6,420 shares; 2025Q4: 6,300 shares 6,300 $4.17M 0.47% -120 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: 74,876 shares; 2024Q4: 69,526 shares; 2025Q1: 72,269 shares; 2025Q2: 73,839 shares; 2025Q3: 73,361 shares; 2025Q4: 75,554 shares 75,554 $4.08M 0.46% +2,193 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,702 shares; 2025Q4: 3,683 shares 3,683 $3.94M 0.44% -19 Timeline EWJ 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: 90,684 shares; 2024Q4: 88,710 shares; 2025Q1: 90,965 shares; 2025Q2: 61,130 shares; 2025Q3: 48,480 shares; 2025Q4: 48,195 shares 48,195 $3.89M 0.44% -285 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: 25,635 shares; 2024Q4: 19,620 shares; 2025Q1: 29,435 shares; 2025Q2: 28,032 shares; 2025Q3: 29,663 shares; 2025Q4: 31,902 shares 31,902 $3.74M 0.42% +2,239 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: 1,860 shares; 2024Q4: not reported; 2025Q1: 1,195 shares; 2025Q2: 1,433 shares; 2025Q3: 10,646 shares; 2025Q4: 11,904 shares 11,904 $3.67M 0.41% +1,258 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: 22,312 shares; 2024Q4: 19,114 shares; 2025Q1: 15,438 shares; 2025Q2: 15,198 shares; 2025Q3: 20,670 shares; 2025Q4: 20,635 shares 20,635 $3.53M 0.4% -35 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: 47,142 shares; 2024Q4: 47,816 shares; 2025Q1: 47,411 shares; 2025Q2: 11,461 shares; 2025Q3: 12,129 shares; 2025Q4: 24,076 shares 24,076 $3.47M 0.39% +11,947 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: 17,675 shares; 2024Q4: 17,128 shares; 2025Q1: 16,983 shares; 2025Q2: 20,039 shares; 2025Q3: 19,275 shares; 2025Q4: 19,168 shares 19,168 $3.45M 0.39% -107 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: 4,684 shares; 2024Q4: 6,664 shares; 2025Q1: 8,010 shares; 2025Q2: 7,353 shares; 2025Q3: 7,243 shares; 2025Q4: 7,243 shares 7,243 $3.43M 0.38% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,463 shares; 2024Q4: 34,808 shares; 2025Q1: 35,359 shares; 2025Q2: 32,177 shares; 2025Q3: 31,994 shares; 2025Q4: 30,087 shares 30,087 $3.42M 0.38% -1,907 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: 10,380 shares; 2024Q4: 16,489 shares; 2025Q1: 18,320 shares; 2025Q2: 1,429 shares; 2025Q3: 15,662 shares; 2025Q4: 15,671 shares 15,671 $3.36M 0.38% +9 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,629 shares; 2024Q4: 10,096 shares; 2025Q1: 10,121 shares; 2025Q2: 10,295 shares; 2025Q3: 10,398 shares; 2025Q4: 10,434 shares 10,434 $3.32M 0.37% +36 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: 54,364 shares; 2024Q4: 52,934 shares; 2025Q1: 46,881 shares; 2025Q2: 46,116 shares; 2025Q3: 47,020 shares; 2025Q4: 47,204 shares 47,204 $3.3M 0.37% +184 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,500 shares; 2025Q3: 97,370 shares; 2025Q4: 97,342 shares 97,342 $3.3M 0.37% -28 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: 31,244 shares; 2024Q4: 30,161 shares; 2025Q1: 30,245 shares; 2025Q2: 29,691 shares; 2025Q3: 27,352 shares; 2025Q4: 28,468 shares 28,468 $3.28M 0.37% +1,116 Timeline INDY 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: 134,637 shares; 2024Q4: 125,735 shares; 2025Q1: 129,235 shares; 2025Q2: 77,385 shares; 2025Q3: 65,250 shares; 2025Q4: 65,905 shares 65,905 $3.25M 0.36% +655 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: 24,729 shares; 2024Q4: 23,568 shares; 2025Q1: 16,850 shares; 2025Q2: 15,390 shares; 2025Q3: 11,625 shares; 2025Q4: 11,804 shares 11,804 $3.17M 0.35% +179 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: 121,314 shares; 2024Q4: 104,097 shares; 2025Q1: 113,065 shares; 2025Q2: 12,010 shares; 2025Q3: 114,220 shares; 2025Q4: 123,643 shares 123,643 $3.08M 0.34% +9,423 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: 23,171 shares; 2024Q4: 20,317 shares; 2025Q1: 17,255 shares; 2025Q2: 18,723 shares; 2025Q3: 18,786 shares; 2025Q4: 18,793 shares 18,793 $3.06M 0.34% +7 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: 10,472 shares; 2024Q4: 8,485 shares; 2025Q1: 9,475 shares; 2025Q2: 10,079 shares; 2025Q3: 9,954 shares; 2025Q4: 10,127 shares 10,127 $2.97M 0.33% +173 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: 27,009 shares; 2024Q4: 25,530 shares; 2025Q1: 21,455 shares; 2025Q2: 21,675 shares; 2025Q3: 20,307 shares; 2025Q4: 20,363 shares 20,363 $2.92M 0.33% +56 Timeline COPX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,960 shares 37,960 $2.73M 0.31% new 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: 15,883 shares; 2024Q4: 21,948 shares; 2025Q1: 21,723 shares; 2025Q2: 23,779 shares; 2025Q3: 25,733 shares; 2025Q4: 26,898 shares 26,898 $2.69M 0.3% +1,165 Timeline FXI 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: 28,780 shares; 2025Q2: 59,835 shares; 2025Q3: 62,260 shares; 2025Q4: 66,550 shares 66,550 $2.55M 0.29% +4,290 Timeline URA 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: 36,510 shares; 2024Q4: 52,465 shares; 2025Q1: 60,125 shares; 2025Q2: not reported; 2025Q3: 57,259 shares; 2025Q4: 58,205 shares 58,205 $2.49M 0.28% +946 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,573 shares; 2024Q4: 3,684 shares; 2025Q1: 3,742 shares; 2025Q2: 3,717 shares; 2025Q3: 4,235 shares; 2025Q4: 4,256 shares 4,256 $2.44M 0.27% +21 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,130 shares; 2024Q4: 16,875 shares; 2025Q1: 20,880 shares; 2025Q2: 28,630 shares; 2025Q3: 35,040 shares; 2025Q4: 45,985 shares 45,985 $2.43M 0.27% +10,945 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,195 shares; 2025Q3: 23,225 shares; 2025Q4: 20,055 shares 20,055 $2.36M 0.26% -3,170 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: 5,586 shares; 2024Q4: 4,857 shares; 2025Q1: 4,796 shares; 2025Q2: 4,827 shares; 2025Q3: 4,520 shares; 2025Q4: 4,331 shares 4,331 $2.26M 0.25% -189 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: 8,128 shares; 2024Q4: 7,666 shares; 2025Q1: 6,799 shares; 2025Q2: 6,733 shares; 2025Q3: 6,922 shares; 2025Q4: 5,223 shares 5,223 $2.23M 0.25% -1,699 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: 16,240 shares; 2024Q4: 14,832 shares; 2025Q1: 12,922 shares; 2025Q2: 12,828 shares; 2025Q3: 12,728 shares; 2025Q4: 12,628 shares 12,628 $2.19M 0.25% -100 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: 13,712 shares; 2024Q4: 9,826 shares; 2025Q1: 12,171 shares; 2025Q2: 13,918 shares; 2025Q3: 13,918 shares; 2025Q4: 13,818 shares 13,818 $2.14M 0.24% -100 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: 36,099 shares; 2024Q4: 47,900 shares; 2025Q1: 58,075 shares; 2025Q2: 60,235 shares; 2025Q3: 80,579 shares; 2025Q4: 76,366 shares 76,366 $2.1M 0.24% -4,213 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 2,807 shares; 2025Q1: 1,748 shares; 2025Q2: 2,819 shares; 2025Q3: 3,027 shares; 2025Q4: 21,631 shares 21,631 $2.03M 0.23% +18,604 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: 11,779 shares; 2024Q4: 15,169 shares; 2025Q1: 15,104 shares; 2025Q2: 14,964 shares; 2025Q3: 14,984 shares; 2025Q4: 14,984 shares 14,984 $1.93M 0.22% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,962 shares; 2024Q4: 11,953 shares; 2025Q1: 11,588 shares; 2025Q2: 11,253 shares; 2025Q3: 14,064 shares; 2025Q4: 9,915 shares 9,915 $1.93M 0.22% -4,149 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS 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: 23,556 shares 23,556 $1.87M 0.21% new 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: 9,824 shares; 2024Q4: 6,020 shares; 2025Q1: 11,933 shares; 2025Q2: 12,545 shares; 2025Q3: 15,503 shares; 2025Q4: 20,852 shares 20,852 $1.87M 0.21% +5,349 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: 7,325 shares; 2024Q4: 6,090 shares; 2025Q1: 5,980 shares; 2025Q2: 5,940 shares; 2025Q3: 5,915 shares; 2025Q4: 5,636 shares 5,636 $1.83M 0.2% -279 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,580 shares; 2025Q2: 30,285 shares; 2025Q3: 9,535 shares; 2025Q4: 9,430 shares 9,430 $1.81M 0.2% -105 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,320 shares; 2025Q3: 8,320 shares; 2025Q4: 8,320 shares 8,320 $1.74M 0.19% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,451 shares; 2024Q4: 13,027 shares; 2025Q1: 13,002 shares; 2025Q2: 12,702 shares; 2025Q3: 12,237 shares; 2025Q4: 12,177 shares 12,177 $1.72M 0.19% -60 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: 15,296 shares; 2024Q4: 14,711 shares; 2025Q1: 14,566 shares; 2025Q2: 15,316 shares; 2025Q3: 15,540 shares; 2025Q4: 16,035 shares 16,035 $1.71M 0.19% +495 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: 7,211 shares; 2024Q4: 5,533 shares; 2025Q1: 5,442 shares; 2025Q2: 5,448 shares; 2025Q3: 5,581 shares; 2025Q4: 5,056 shares 5,056 $1.7M 0.19% -525 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: 23,790 shares; 2024Q4: 15,010 shares; 2025Q1: 14,961 shares; 2025Q2: 16,431 shares; 2025Q3: 14,200 shares; 2025Q4: 15,600 shares 15,600 $1.67M 0.19% +1,400 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: 6,823 shares; 2024Q4: 5,016 shares; 2025Q1: 4,966 shares; 2025Q2: 6,039 shares; 2025Q3: 6,069 shares; 2025Q4: 6,039 shares 6,039 $1.6M 0.18% -30 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: 7,267 shares; 2024Q4: 5,691 shares; 2025Q1: 5,133 shares; 2025Q2: 5,133 shares; 2025Q3: 4,868 shares; 2025Q4: 5,507 shares 5,507 $1.6M 0.18% +639 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: 2,420 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,027 shares; 2025Q4: 4,667 shares 4,667 $1.57M 0.18% +640 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: 30,694 shares; 2024Q4: 25,888 shares; 2025Q1: 9,878 shares; 2025Q2: 9,735 shares; 2025Q3: 8,403 shares; 2025Q4: 10,415 shares 10,415 $1.49M 0.17% +2,012 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: 18,790 shares; 2024Q4: 15,879 shares; 2025Q1: 15,886 shares; 2025Q2: 13,611 shares; 2025Q3: 14,521 shares; 2025Q4: 15,773 shares 15,773 $1.48M 0.17% +1,252 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: 8,639 shares; 2024Q4: 8,012 shares; 2025Q1: 6,074 shares; 2025Q2: 6,045 shares; 2025Q3: 6,217 shares; 2025Q4: 5,740 shares 5,740 $1.48M 0.17% -477 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: 3,325 shares; 2024Q4: 2,290 shares; 2025Q1: 2,280 shares; 2025Q2: 3,054 shares; 2025Q3: 3,029 shares; 2025Q4: 2,849 shares 2,849 $1.46M 0.16% -180 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,653 shares; 2024Q4: 4,530 shares; 2025Q1: 4,495 shares; 2025Q2: 4,312 shares; 2025Q3: 4,279 shares; 2025Q4: 4,136 shares 4,136 $1.45M 0.16% -143 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,918 shares; 2024Q4: 4,843 shares; 2025Q1: 4,464 shares; 2025Q2: 3,680 shares; 2025Q3: 3,737 shares; 2025Q4: 3,692 shares 3,692 $1.38M 0.15% -45 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: 19,259 shares; 2024Q4: 19,159 shares; 2025Q1: 18,979 shares; 2025Q2: 18,274 shares; 2025Q3: 17,674 shares; 2025Q4: 15,579 shares 15,579 $1.36M 0.15% -2,095 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: 28,773 shares; 2024Q4: 22,846 shares; 2025Q1: 19,021 shares; 2025Q2: 22,604 shares; 2025Q3: 21,971 shares; 2025Q4: 24,266 shares 24,266 $1.33M 0.15% +2,295 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,017 shares 7,017 $1.3M 0.15% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,706 shares; 2024Q4: 18,185 shares; 2025Q1: 18,575 shares; 2025Q2: 22,425 shares; 2025Q3: 23,275 shares; 2025Q4: 16,275 shares 16,275 $1.29M 0.14% -7,000 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: 7,538 shares; 2024Q4: 6,585 shares; 2025Q1: 5,334 shares; 2025Q2: 5,215 shares; 2025Q3: 5,365 shares; 2025Q4: 5,141 shares 5,141 $1.27M 0.14% -224 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: 58,060 shares; 2024Q4: 44,110 shares; 2025Q1: 42,345 shares; 2025Q2: 43,841 shares; 2025Q3: 44,436 shares; 2025Q4: 50,304 shares 50,304 $1.25M 0.14% +5,868 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: 45,443 shares; 2024Q4: 40,686 shares; 2025Q1: 37,489 shares; 2025Q2: 26,900 shares; 2025Q3: 12,158 shares; 2025Q4: 15,254 shares 15,254 $1.22M 0.14% +3,096 Timeline FMB 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: 33,450 shares; 2024Q4: 26,600 shares; 2025Q1: 33,450 shares; 2025Q2: 35,150 shares; 2025Q3: 36,900 shares; 2025Q4: 23,850 shares 23,850 $1.22M 0.14% -13,050 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: 13,303 shares; 2024Q4: 11,634 shares; 2025Q1: 11,634 shares; 2025Q2: 11,634 shares; 2025Q3: 11,634 shares; 2025Q4: 28,330 shares 28,330 $1.21M 0.14% +16,696 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: 14,316 shares; 2024Q4: 13,736 shares; 2025Q1: 12,169 shares; 2025Q2: 14,397 shares; 2025Q3: 15,889 shares; 2025Q4: 17,669 shares 17,669 $1.19M 0.13% +1,780 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: 27,840 shares; 2024Q4: 24,454 shares; 2025Q1: 24,154 shares; 2025Q2: 23,436 shares; 2025Q3: 15,865 shares; 2025Q4: 14,100 shares 14,100 $1.19M 0.13% -1,765 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: 11,056 shares; 2024Q4: 11,042 shares; 2025Q1: 8,843 shares; 2025Q2: 10,422 shares; 2025Q3: 8,566 shares; 2025Q4: 8,913 shares 8,913 $1.18M 0.13% +347 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: 58,346 shares; 2024Q4: 59,858 shares; 2025Q1: 64,493 shares; 2025Q2: 24,784 shares; 2025Q3: 15,685 shares; 2025Q4: 26,409 shares 26,409 $1.18M 0.13% +10,724 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: 3,094 shares; 2024Q4: 2,510 shares; 2025Q1: 2,499 shares; 2025Q2: 2,666 shares; 2025Q3: 2,666 shares; 2025Q4: 2,521 shares 2,521 $1.13M 0.13% -145 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: 21,829 shares; 2024Q4: 18,412 shares; 2025Q1: 17,942 shares; 2025Q2: 17,642 shares; 2025Q3: 17,587 shares; 2025Q4: 17,151 shares 17,151 $1.13M 0.13% -436 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: 5,558 shares; 2024Q4: 3,845 shares; 2025Q1: 4,466 shares; 2025Q2: 4,466 shares; 2025Q3: 4,466 shares; 2025Q4: 5,133 shares 5,133 $1.13M 0.13% +667 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: 6,390 shares; 2024Q4: 6,072 shares; 2025Q1: 6,052 shares; 2025Q2: 6,083 shares; 2025Q3: 5,824 shares; 2025Q4: 5,324 shares 5,324 $1.11M 0.12% -500 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: 22,084 shares; 2024Q4: 16,662 shares; 2025Q1: 16,042 shares; 2025Q2: 11,417 shares; 2025Q3: 11,482 shares; 2025Q4: 11,407 shares 11,407 $1.1M 0.12% -75 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: 17,565 shares; 2024Q4: 13,640 shares; 2025Q1: 12,353 shares; 2025Q2: 14,483 shares; 2025Q3: 10,711 shares; 2025Q4: 10,956 shares 10,956 $1.09M 0.12% +245 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: 2,607 shares; 2024Q4: 1,320 shares; 2025Q1: 2,720 shares; 2025Q2: 3,064 shares; 2025Q3: 2,259 shares; 2025Q4: 2,598 shares 2,598 $1.03M 0.12% +339 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: 2,247 shares; 2024Q4: 2,052 shares; 2025Q1: 2,137 shares; 2025Q2: 2,137 shares; 2025Q3: 2,137 shares; 2025Q4: 2,723 shares 2,723 $1.01M 0.11% +586 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: 8,806 shares; 2024Q4: 7,933 shares; 2025Q1: 1,060 shares; 2025Q2: 2,441 shares; 2025Q3: 2,441 shares; 2025Q4: 3,354 shares 3,354 $969K 0.11% +913 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,901 shares; 2024Q4: 21,340 shares; 2025Q1: 32,255 shares; 2025Q2: 35,550 shares; 2025Q3: 37,355 shares; 2025Q4: 19,005 shares 19,005 $950K 0.11% -18,350 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: 26,340 shares; 2024Q4: 29,647 shares; 2025Q1: 17,086 shares; 2025Q2: 16,731 shares; 2025Q3: 11,492 shares; 2025Q4: 11,213 shares 11,213 $886K 0.1% -279 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: 5,729 shares; 2024Q4: 5,729 shares; 2025Q1: 5,729 shares; 2025Q2: 5,729 shares; 2025Q3: 5,729 shares; 2025Q4: 5,729 shares 5,729 $852K 0.1% 0 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: 3,458 shares; 2024Q4: 3,158 shares; 2025Q1: 3,138 shares; 2025Q2: 5,776 shares; 2025Q3: 5,756 shares; 2025Q4: 5,966 shares 5,966 $823K 0.09% +210 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: 535 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,443 shares; 2025Q3: 1,441 shares; 2025Q4: 1,439 shares 1,439 $815K 0.09% -2 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: 796 shares; 2024Q4: 796 shares; 2025Q1: 796 shares; 2025Q2: 796 shares; 2025Q3: 796 shares; 2025Q4: 796 shares 796 $803K 0.09% 0 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: 9,958 shares; 2024Q4: 7,776 shares; 2025Q1: 7,776 shares; 2025Q2: 7,776 shares; 2025Q3: 8,176 shares; 2025Q4: 8,176 shares 8,176 $785K 0.09% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,208 shares; 2025Q1: 2,208 shares; 2025Q2: 2,208 shares; 2025Q3: 2,208 shares; 2025Q4: 3,208 shares 3,208 $776K 0.09% +1,000 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,166 shares; 2024Q4: 5,075 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $774K 0.09% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,924 shares; 2024Q4: 3,950 shares; 2025Q1: 3,700 shares; 2025Q2: 3,600 shares; 2025Q3: 3,400 shares; 2025Q4: 3,339 shares 3,339 $764K 0.09% -61 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: 3,333 shares; 2024Q4: 2,720 shares; 2025Q1: 2,620 shares; 2025Q2: 2,654 shares; 2025Q3: 4,015 shares; 2025Q4: 3,889 shares 3,889 $759K 0.09% -126 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.08% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,865 shares; 2024Q4: 10,736 shares; 2025Q1: 10,160 shares; 2025Q2: 10,060 shares; 2025Q3: 10,460 shares; 2025Q4: 10,160 shares 10,160 $750K 0.08% -300 Timeline EWY 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: 5,850 shares; 2024Q4: 6,350 shares; 2025Q1: 6,350 shares; 2025Q2: 7,050 shares; 2025Q3: 7,550 shares; 2025Q4: 7,550 shares 7,550 $734K 0.08% 0 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 34,800 shares; 2025Q1: 34,800 shares; 2025Q2: 42,000 shares; 2025Q3: 42,000 shares; 2025Q4: 42,000 shares 42,000 $721K 0.08% 0 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II 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: 72,295 shares; 2025Q3: 79,570 shares; 2025Q4: 94,920 shares 94,920 $716K 0.08% +15,350 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 2,036 shares; 2025Q3: 1,635 shares; 2025Q4: 1,535 shares 1,535 $715K 0.08% -100 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,715 shares; 2024Q4: 6,001 shares; 2025Q1: 5,962 shares; 2025Q2: 5,962 shares; 2025Q3: 5,962 shares; 2025Q4: 5,962 shares 5,962 $679K 0.08% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,131 shares 2,131 $671K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,182 shares; 2025Q3: 1,157 shares; 2025Q4: 1,156 shares 1,156 $670K 0.08% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,292 shares; 2025Q3: 3,292 shares; 2025Q4: 3,292 shares 3,292 $668K 0.07% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,937 shares; 2024Q4: 30,697 shares; 2025Q1: 44,089 shares; 2025Q2: 42,424 shares; 2025Q3: 7,984 shares; 2025Q4: 15,816 shares 15,816 $644K 0.07% +7,832 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,833 shares; 2024Q4: 3,318 shares; 2025Q1: 3,248 shares; 2025Q2: 3,098 shares; 2025Q3: 3,098 shares; 2025Q4: 3,243 shares 3,243 $629K 0.07% +145 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: 277 shares; 2024Q4: 215 shares; 2025Q1: not reported; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares 117 $627K 0.07% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,120 shares; 2024Q4: 7,089 shares; 2025Q1: 4,249 shares; 2025Q2: 4,249 shares; 2025Q3: 4,049 shares; 2025Q4: 3,309 shares 3,309 $602K 0.07% -740 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: 3,900 shares; 2024Q4: 3,561 shares; 2025Q1: 3,418 shares; 2025Q2: 3,222 shares; 2025Q3: 3,167 shares; 2025Q4: 3,167 shares 3,167 $596K 0.07% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,772 shares; 2024Q4: 4,747 shares; 2025Q1: 2,675 shares; 2025Q2: 1,984 shares; 2025Q3: 2,359 shares; 2025Q4: 2,359 shares 2,359 $581K 0.07% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,688 shares; 2025Q3: 2,686 shares; 2025Q4: 2,686 shares 2,686 $573K 0.06% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,460 shares; 2025Q1: 6,460 shares; 2025Q2: 7,750 shares; 2025Q3: 11,300 shares; 2025Q4: 11,450 shares 11,450 $568K 0.06% +150 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME 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: 49,895 shares; 2025Q3: 49,895 shares; 2025Q4: 49,895 shares 49,895 $562K 0.06% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 7,951 shares; 2025Q3: 7,947 shares; 2025Q4: 7,870 shares 7,870 $546K 0.06% -77 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,450 shares; 2025Q1: 3,425 shares; 2025Q2: 3,315 shares; 2025Q3: 3,315 shares; 2025Q4: 3,180 shares 3,180 $542K 0.06% -135 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: 1,965 shares; 2024Q4: 1,920 shares; 2025Q1: 1,870 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 1,870 shares 1,870 $540K 0.06% 0 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: 10,512 shares; 2024Q4: 9,181 shares; 2025Q1: 6,196 shares; 2025Q2: 5,600 shares; 2025Q3: 3,331 shares; 2025Q4: 1,486 shares 1,486 $520K 0.06% -1,845 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: 12,473 shares; 2024Q4: 6,874 shares; 2025Q1: 3,908 shares; 2025Q2: 4,501 shares; 2025Q3: 4,843 shares; 2025Q4: 5,299 shares 5,299 $509K 0.06% +456 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,872 shares; 2024Q4: 8,839 shares; 2025Q1: 6,099 shares; 2025Q2: 5,904 shares; 2025Q3: 6,399 shares; 2025Q4: 6,779 shares 6,779 $504K 0.06% +380 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY 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: 58,213 shares; 2025Q3: 58,213 shares; 2025Q4: 58,213 shares 58,213 $491K 0.05% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,000 shares 8,000 $481K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,179 shares 2,179 $479K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,732 shares; 2025Q3: 1,732 shares; 2025Q4: 1,723 shares 1,723 $467K 0.05% -9 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: 29,541 shares; 2024Q4: 27,197 shares; 2025Q1: 27,297 shares; 2025Q2: 10,944 shares; 2025Q3: 12,074 shares; 2025Q4: 12,074 shares 12,074 $463K 0.05% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,582 shares; 2024Q4: 5,531 shares; 2025Q1: 5,511 shares; 2025Q2: 5,241 shares; 2025Q3: 5,241 shares; 2025Q4: 4,886 shares 4,886 $460K 0.05% -355 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,553 shares; 2024Q4: 3,256 shares; 2025Q1: 3,206 shares; 2025Q2: 3,176 shares; 2025Q3: 3,366 shares; 2025Q4: 3,366 shares 3,366 $458K 0.05% 0 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: 29,363 shares; 2024Q4: 23,166 shares; 2025Q1: 15,242 shares; 2025Q2: 14,547 shares; 2025Q3: 15,272 shares; 2025Q4: 15,272 shares 15,272 $456K 0.05% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,671 shares; 2024Q4: 2,825 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares 1,850 $456K 0.05% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,107 shares; 2024Q4: 6,269 shares; 2025Q1: 3,215 shares; 2025Q2: 3,215 shares; 2025Q3: 5,745 shares; 2025Q4: 6,170 shares 6,170 $455K 0.05% +425 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: 10,186 shares; 2024Q4: 9,772 shares; 2025Q1: 9,662 shares; 2025Q2: 9,217 shares; 2025Q3: 9,217 shares; 2025Q4: 9,227 shares 9,227 $454K 0.05% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,620 shares; 2025Q3: 8,620 shares; 2025Q4: 8,620 shares 8,620 $452K 0.05% 0 Timeline AUSF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,890 shares; 2025Q4: 9,580 shares 9,580 $444K 0.05% +690 Timeline DIV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,319 shares; 2025Q3: 25,319 shares; 2025Q4: 25,319 shares 25,319 $439K 0.05% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,319 shares; 2024Q4: 5,242 shares; 2025Q1: 5,172 shares; 2025Q2: 4,737 shares; 2025Q3: 4,630 shares; 2025Q4: 4,605 shares 4,605 $426K 0.05% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares 15,000 $411K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,509 shares 3,509 $409K 0.05% new 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: 1,605 shares; 2024Q4: 1,576 shares; 2025Q1: 1,576 shares; 2025Q2: 1,676 shares; 2025Q3: 1,676 shares; 2025Q4: 1,676 shares 1,676 $406K 0.05% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,902 shares; 2024Q4: 6,578 shares; 2025Q1: 6,578 shares; 2025Q2: 6,263 shares; 2025Q3: 6,263 shares; 2025Q4: 6,273 shares 6,273 $400K 0.04% +10 Timeline GSY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,903 shares 7,903 $397K 0.04% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,564 shares; 2025Q3: 2,468 shares; 2025Q4: 4,127 shares 4,127 $385K 0.04% +1,659 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: 6,150 shares; 2024Q4: 5,384 shares; 2025Q1: 5,264 shares; 2025Q2: 10,108 shares; 2025Q3: 9,553 shares; 2025Q4: 9,553 shares 9,553 $383K 0.04% 0 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: not reported; 2024Q4: 1,805 shares; 2025Q1: 1,805 shares; 2025Q2: 1,805 shares; 2025Q3: 1,805 shares; 2025Q4: 1,805 shares 1,805 $380K 0.04% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,968 shares; 2024Q4: 5,808 shares; 2025Q1: 5,300 shares; 2025Q2: 4,883 shares; 2025Q3: 4,344 shares; 2025Q4: 4,344 shares 4,344 $379K 0.04% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,457 shares; 2024Q4: 8,242 shares; 2025Q1: 4,117 shares; 2025Q2: 4,155 shares; 2025Q3: 4,155 shares; 2025Q4: 2,117 shares 2,117 $372K 0.04% -2,038 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: 4,774 shares; 2024Q4: 3,577 shares; 2025Q1: not reported; 2025Q2: 2,448 shares; 2025Q3: 2,448 shares; 2025Q4: 2,448 shares 2,448 $370K 0.04% 0 Timeline IGSB 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: 7,129 shares; 2024Q4: 6,584 shares; 2025Q1: 6,734 shares; 2025Q2: 6,752 shares; 2025Q3: 5,905 shares; 2025Q4: 6,890 shares 6,890 $364K 0.04% +985 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: 6,087 shares; 2024Q4: 5,893 shares; 2025Q1: 5,828 shares; 2025Q2: 5,553 shares; 2025Q3: 5,553 shares; 2025Q4: 5,553 shares 5,553 $361K 0.04% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,353 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $361K 0.04% 0 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II 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: 47,157 shares; 2025Q3: 47,157 shares; 2025Q4: 47,157 shares 47,157 $354K 0.04% 0 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: 13,416 shares; 2024Q4: 9,938 shares; 2025Q1: 6,375 shares; 2025Q2: 6,015 shares; 2025Q3: 6,015 shares; 2025Q4: 6,015 shares 6,015 $352K 0.04% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,756 shares; 2024Q4: 2,190 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,048 shares; 2025Q4: 2,000 shares 2,000 $347K 0.04% -48 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,644 shares; 2025Q3: 1,611 shares; 2025Q4: 1,611 shares 1,611 $346K 0.04% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 1,069 shares; 2025Q1: 1,069 shares; 2025Q2: 1,074 shares; 2025Q3: 1,065 shares; 2025Q4: 1,065 shares 1,065 $332K 0.04% 0 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: 2,929 shares; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares 2,650 $327K 0.04% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,471 shares; 2024Q4: 10,555 shares; 2025Q1: 7,305 shares; 2025Q2: 10,339 shares; 2025Q3: 9,864 shares; 2025Q4: 10,189 shares 10,189 $315K 0.04% +325 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares 5,400 $309K 0.03% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 1,500 shares; 2025Q1: 1,250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,193 shares 1,193 $308K 0.03% new 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: 7,553 shares; 2024Q4: 4,915 shares; 2025Q1: 1,822 shares; 2025Q2: 1,803 shares; 2025Q3: 1,751 shares; 2025Q4: 1,679 shares 1,679 $298K 0.03% -72 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: 3,498 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares 3,400 $293K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,926 shares 8,926 $291K 0.03% new 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: 3,433 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,828 shares; 2025Q3: 2,828 shares; 2025Q4: 2,827 shares 2,827 $282K 0.03% -1 Timeline IDEV 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: 3,135 shares; 2025Q3: 3,321 shares; 2025Q4: 3,321 shares 3,321 $274K 0.03% 0 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,879 shares; 2024Q4: 8,745 shares; 2025Q1: 8,745 shares; 2025Q2: 8,745 shares; 2025Q3: 8,745 shares; 2025Q4: 8,745 shares 8,745 $273K 0.03% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,591 shares; 2024Q4: 6,433 shares; 2025Q1: 6,433 shares; 2025Q2: 4,200 shares; 2025Q3: not reported; 2025Q4: 3,700 shares 3,700 $272K 0.03% new 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: 13,213 shares; 2024Q4: 11,869 shares; 2025Q1: 2,984 shares; 2025Q2: 1,395 shares; 2025Q3: 1,355 shares; 2025Q4: 1,285 shares 1,285 $264K 0.03% -70 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: 859 shares; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $263K 0.03% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,860 shares; 2024Q4: 4,850 shares; 2025Q1: 4,850 shares; 2025Q2: 4,861 shares; 2025Q3: 4,861 shares; 2025Q4: 2,511 shares 2,511 $259K 0.03% -2,350 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,057 shares 3,057 $253K 0.03% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 695 shares 695 $238K 0.03% 0 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: 4,625 shares; 2024Q4: 3,200 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 2,925 shares; 2025Q4: 2,925 shares 2,925 $236K 0.03% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,395 shares; 2024Q4: 6,565 shares; 2025Q1: 2,842 shares; 2025Q2: 2,661 shares; 2025Q3: 2,661 shares; 2025Q4: 2,661 shares 2,661 $235K 0.03% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200 $235K 0.03% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,566 shares; 2024Q4: 1,296 shares; 2025Q1: not reported; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares 1,296 $235K 0.03% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares 109 $234K 0.03% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,814 shares; 2024Q4: 2,495 shares; 2025Q1: 2,495 shares; 2025Q2: 2,395 shares; 2025Q3: 1,875 shares; 2025Q4: 1,650 shares 1,650 $230K 0.03% -225 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 2,946 shares; 2025Q1: 2,946 shares; 2025Q2: 3,196 shares; 2025Q3: 3,196 shares; 2025Q4: 1,715 shares 1,715 $227K 0.03% -1,481 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,268 shares; 2025Q4: 1,268 shares 1,268 $225K 0.03% 0 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,420 shares 4,420 $222K 0.02% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,555 shares; 2024Q4: 2,505 shares; 2025Q1: 2,505 shares; 2025Q2: 2,505 shares; 2025Q3: 2,355 shares; 2025Q4: 2,355 shares 2,355 $222K 0.02% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,187 shares; 2024Q4: 2,929 shares; 2025Q1: 357 shares; 2025Q2: not reported; 2025Q3: 269 shares; 2025Q4: 269 shares 269 $221K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,860 shares 3,860 $211K 0.02% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF 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: 3,067 shares; 2025Q3: 3,067 shares; 2025Q4: 3,067 shares 3,067 $210K 0.02% 0 Timeline IGF 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: 3,415 shares; 2025Q4: 3,415 shares 3,415 $210K 0.02% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,735 shares 7,735 $208K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,047 shares 3,047 $203K 0.02% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 3,138 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,480 shares 1,480 $202K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,187 shares; 2025Q3: 3,184 shares; 2025Q4: 3,162 shares 3,162 $201K 0.02% -22 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: 35,320 shares; 2024Q4: 24,570 shares; 2025Q1: 36,945 shares; 2025Q2: 30,667 shares; 2025Q3: 27,700 shares; 2025Q4: 10,550 shares 10,550 $192K 0.02% -17,150 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP 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: 13,262 shares; 2025Q3: 13,262 shares; 2025Q4: 13,262 shares 13,262 $175K 0.02% 0 Timeline