KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,501,433 shares 3,501,433 $253M 8% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,007 shares; 2024Q4: 582,753 shares; 2025Q1: 556,764 shares; 2025Q2: 559,536 shares; 2025Q3: 507,659 shares 507,659 $167M 5.3% -51,877 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555,463 shares; 2024Q4: 556,872 shares; 2025Q1: 562,224 shares; 2025Q2: 561,790 shares; 2025Q3: 568,554 shares 568,554 $145M 4.58% +6,764 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,500 shares; 2024Q4: 275,970 shares; 2025Q1: 279,631 shares; 2025Q2: 275,091 shares; 2025Q3: 277,263 shares 277,263 $144M 4.55% +2,172 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 535,220 shares; 2024Q4: 833,355 shares; 2025Q1: 1,002,317 shares; 2025Q2: 1,049,818 shares; 2025Q3: 1,152,645 shares 1,152,645 $136M 4.32% +102,827 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,612 shares; 2024Q4: 469,736 shares; 2025Q1: 480,632 shares; 2025Q2: 477,487 shares; 2025Q3: 482,231 shares 482,231 $112M 3.54% +4,744 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,481 shares; 2024Q4: 342,024 shares; 2025Q1: 344,604 shares; 2025Q2: 345,465 shares; 2025Q3: 343,510 shares 343,510 $108M 3.43% -1,955 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,201,671 shares; 2024Q4: 2,239,192 shares; 2025Q1: 2,449,581 shares; 2025Q2: 2,186,562 shares; 2025Q3: 2,087,886 shares 2,087,886 $106M 3.35% -98,676 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,936 shares; 2024Q4: 312,449 shares; 2025Q1: 319,441 shares; 2025Q2: 294,297 shares; 2025Q3: 299,953 shares 299,953 $81.3M 2.57% +5,656 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,105 shares; 2024Q4: 87,190 shares; 2025Q1: 87,990 shares; 2025Q2: 87,517 shares; 2025Q3: 86,942 shares 86,942 $80.5M 2.55% -575 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,624 shares; 2024Q4: 195,585 shares; 2025Q1: 196,243 shares; 2025Q2: 196,407 shares; 2025Q3: 196,998 shares 196,998 $79.8M 2.53% +591 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,796 shares; 2024Q4: 416,947 shares; 2025Q1: 462,038 shares; 2025Q2: 458,190 shares; 2025Q3: 467,246 shares 467,246 $74.3M 2.35% +9,056 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 623,503 shares; 2025Q1: 671,237 shares; 2025Q2: 1,390,362 shares; 2025Q3: 1,480,205 shares 1,480,205 $72.6M 2.3% +89,843 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,933 shares; 2024Q4: 469,751 shares; 2025Q1: 475,778 shares; 2025Q2: 473,231 shares; 2025Q3: 786,883 shares 786,883 $66M 2.09% +313,652 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 612,132 shares; 2024Q4: 620,480 shares; 2025Q1: 632,384 shares; 2025Q2: 581,548 shares; 2025Q3: 579,388 shares 579,388 $65.3M 2.07% -2,160 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,179 shares; 2024Q4: 204,435 shares; 2025Q1: 211,177 shares; 2025Q2: 213,531 shares; 2025Q3: 214,641 shares 214,641 $65.2M 2.07% +1,110 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,058 shares; 2024Q4: 318,907 shares; 2025Q1: 329,210 shares; 2025Q2: 339,556 shares; 2025Q3: 381,273 shares 381,273 $63.8M 2.02% +41,717 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 324,048 shares; 2024Q4: 324,800 shares; 2025Q1: 327,412 shares; 2025Q2: 332,340 shares; 2025Q3: 337,569 shares 337,569 $62M 1.96% +5,229 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,874 shares; 2025Q2: not reported; 2025Q3: 581,226 shares 581,226 $59M 1.87% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152,225 shares 152,225 $57M 1.8% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 3,915 shares; 2025Q1: 3,915 shares; 2025Q2: 2,061 shares; 2025Q3: 70,200 shares 70,200 $55.9M 1.77% +68,139 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,462 shares; 2024Q4: 30,096 shares; 2025Q1: 243,136 shares; 2025Q2: 250,574 shares; 2025Q3: 248,908 shares 248,908 $55M 1.74% -1,666 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,276 shares; 2024Q4: 422,634 shares; 2025Q1: 427,866 shares; 2025Q2: 429,657 shares; 2025Q3: 423,197 shares 423,197 $53.6M 1.7% -6,460 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,268 shares; 2024Q4: 20,476 shares; 2025Q1: 19,926 shares; 2025Q2: 19,510 shares; 2025Q3: 563,027 shares 563,027 $53.4M 1.69% +543,517 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,885 shares; 2024Q4: 108,821 shares; 2025Q1: 109,960 shares; 2025Q2: 146,160 shares; 2025Q3: 153,730 shares 153,730 $53.1M 1.68% +7,570 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 387,293 shares; 2025Q1: 429,443 shares; 2025Q2: 447,861 shares; 2025Q3: 447,504 shares 447,504 $51.3M 1.62% -357 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,403 shares; 2025Q1: 1,491 shares; 2025Q2: 84,463 shares; 2025Q3: 124,789 shares 124,789 $50.5M 1.6% +40,326 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,561 shares; 2024Q4: 9,424 shares; 2025Q1: 9,767 shares; 2025Q2: 9,987 shares; 2025Q3: 160,818 shares 160,818 $45.4M 1.44% +150,831 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,016 shares; 2024Q4: 397,657 shares; 2025Q1: 401,675 shares; 2025Q2: 395,894 shares; 2025Q3: 404,125 shares 404,125 $41.5M 1.31% +8,231 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,093 shares; 2024Q4: 250,873 shares; 2025Q1: 255,045 shares; 2025Q2: 202,960 shares; 2025Q3: 198,653 shares 198,653 $30.8M 0.98% -4,307 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,043 shares; 2024Q4: 175,011 shares; 2025Q1: 188,070 shares; 2025Q2: 198,408 shares; 2025Q3: 202,258 shares 202,258 $28.4M 0.9% +3,850 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625,024 shares; 2024Q4: 606,450 shares; 2025Q1: 572,960 shares; 2025Q2: 504,799 shares; 2025Q3: 449,080 shares 449,080 $23M 0.73% -55,719 Timeline JPST 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,716 shares; 2024Q4: 349,008 shares; 2025Q1: 461,493 shares; 2025Q2: 394,616 shares; 2025Q3: 387,873 shares 387,873 $19.7M 0.62% -6,743 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,806 shares; 2024Q4: 23,282 shares; 2025Q1: 23,608 shares; 2025Q2: 22,767 shares; 2025Q3: 25,374 shares 25,374 $19.4M 0.61% +2,607 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,148 shares; 2024Q4: 464,526 shares; 2025Q1: 484,522 shares; 2025Q2: 577,225 shares; 2025Q3: 589,459 shares 589,459 $18.8M 0.6% +12,234 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,288 shares; 2024Q4: 70,445 shares; 2025Q1: 72,482 shares; 2025Q2: 69,556 shares; 2025Q3: 74,032 shares 74,032 $18M 0.57% +4,476 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,426 shares; 2024Q4: 71,162 shares; 2025Q1: 73,215 shares; 2025Q2: 72,875 shares; 2025Q3: 79,032 shares 79,032 $17.4M 0.55% +6,157 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,729 shares; 2024Q4: 68,755 shares; 2025Q1: 74,065 shares; 2025Q2: 79,532 shares; 2025Q3: 85,093 shares 85,093 $15.9M 0.5% +5,561 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,119 shares; 2024Q4: 37,931 shares; 2025Q1: 38,541 shares; 2025Q2: 36,645 shares; 2025Q3: 42,133 shares 42,133 $14.4M 0.46% +5,488 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 247,565 shares; 2024Q4: 249,865 shares; 2025Q1: 252,929 shares; 2025Q2: 253,258 shares; 2025Q3: 52,708 shares 52,708 $13M 0.41% -200,550 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,319 shares; 2024Q4: 23,032 shares; 2025Q1: 24,323 shares; 2025Q2: 24,005 shares; 2025Q3: 26,904 shares 26,904 $12.8M 0.41% +2,899 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,431 shares; 2024Q4: 19,671 shares; 2025Q1: 20,521 shares; 2025Q2: 19,707 shares; 2025Q3: 22,271 shares 22,271 $12.7M 0.4% +2,564 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,303 shares; 2024Q4: 49,760 shares; 2025Q1: 48,726 shares; 2025Q2: 46,573 shares; 2025Q3: 43,016 shares 43,016 $12.6M 0.4% -3,557 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,892 shares; 2024Q4: 52,358 shares; 2025Q1: 61,221 shares; 2025Q2: 68,728 shares; 2025Q3: 125,283 shares 125,283 $12.6M 0.4% +56,555 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,585 shares; 2024Q4: 82,874 shares; 2025Q1: 83,307 shares; 2025Q2: 84,188 shares; 2025Q3: 110,510 shares 110,510 $12.3M 0.39% +26,322 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,431 shares; 2024Q4: 12,080 shares; 2025Q1: 11,694 shares; 2025Q2: 14,042 shares; 2025Q3: 41,719 shares 41,719 $11.8M 0.37% +27,677 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,395 shares; 2024Q4: 4,070 shares; 2025Q1: 3,684 shares; 2025Q2: 3,432 shares; 2025Q3: 18,425 shares 18,425 $11.3M 0.36% +14,993 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,230 shares; 2025Q2: 10,775 shares; 2025Q3: 14,084 shares 14,084 $10.1M 0.32% +3,309 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,359 shares; 2024Q4: 47,883 shares; 2025Q1: 49,206 shares; 2025Q2: 44,130 shares; 2025Q3: 44,008 shares 44,008 $9.5M 0.3% -122 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,805 shares; 2025Q1: 52,336 shares; 2025Q2: 8,989 shares; 2025Q3: 8,098 shares 8,098 $9.44M 0.3% -891 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,548 shares; 2024Q4: 6,715 shares; 2025Q1: 6,858 shares; 2025Q2: 92,751 shares; 2025Q3: 84,582 shares 84,582 $9.12M 0.29% -8,169 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,271 shares; 2024Q4: 127,132 shares; 2025Q1: 128,595 shares; 2025Q2: 128,427 shares; 2025Q3: 18,169 shares 18,169 $9.07M 0.29% -110,258 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,837 shares; 2024Q4: 313,180 shares; 2025Q1: 317,985 shares; 2025Q2: 318,256 shares; 2025Q3: 40,200 shares 40,200 $8.63M 0.27% -278,056 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,962 shares; 2024Q4: 22,980 shares; 2025Q1: 25,383 shares; 2025Q2: 25,498 shares; 2025Q3: 16,488 shares 16,488 $8.29M 0.26% -9,010 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,973 shares; 2024Q4: 17,427 shares; 2025Q1: 19,382 shares; 2025Q2: 21,408 shares; 2025Q3: 28,967 shares 28,967 $8.09M 0.26% +7,559 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 1,821 shares; 2025Q1: 18,377 shares; 2025Q2: 18,408 shares; 2025Q3: 25,315 shares 25,315 $7.62M 0.24% +6,907 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,167 shares; 2024Q4: 14,907 shares; 2025Q1: 16,047 shares; 2025Q2: 17,519 shares; 2025Q3: 29,587 shares 29,587 $7.31M 0.23% +12,068 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685,721 shares; 2024Q4: 159,007 shares; 2025Q1: 115,259 shares; 2025Q2: 105,899 shares; 2025Q3: 96,342 shares 96,342 $7.27M 0.23% -9,557 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,758 shares; 2024Q4: 5,967 shares; 2025Q1: 6,151 shares; 2025Q2: 6,825 shares; 2025Q3: 9,771 shares 9,771 $7.18M 0.23% +2,946 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,101 shares; 2024Q4: 223,822 shares; 2025Q1: 230,075 shares; 2025Q2: 231,962 shares; 2025Q3: 26,258 shares 26,258 $7.09M 0.22% -205,704 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,746 shares; 2024Q4: 34,551 shares; 2025Q1: 95,376 shares; 2025Q2: 101,848 shares; 2025Q3: 107,361 shares 107,361 $7.01M 0.22% +5,513 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,274 shares; 2024Q4: 3,846 shares; 2025Q1: 3,897 shares; 2025Q2: 3,751 shares; 2025Q3: 5,739 shares 5,739 $6.88M 0.22% +1,988 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,804 shares; 2024Q4: 257,709 shares; 2025Q1: 241,251 shares; 2025Q2: 250,587 shares; 2025Q3: 249,820 shares 249,820 $6.82M 0.22% -767 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,910 shares; 2025Q2: 45,661 shares; 2025Q3: 69,108 shares 69,108 $6.77M 0.21% +23,447 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 343,944 shares; 2024Q4: 60,533 shares; 2025Q1: 41,818 shares; 2025Q2: 37,506 shares; 2025Q3: 36,446 shares 36,446 $6.76M 0.21% -1,060 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,544 shares; 2024Q4: 51,712 shares; 2025Q1: 55,921 shares; 2025Q2: 62,079 shares; 2025Q3: 79,971 shares 79,971 $6.74M 0.21% +17,892 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,096 shares; 2024Q4: 28,388 shares; 2025Q1: 29,116 shares; 2025Q2: 27,205 shares; 2025Q3: 24,556 shares 24,556 $6.72M 0.21% -2,649 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,063 shares; 2024Q4: 109,870 shares; 2025Q1: 69,982 shares; 2025Q2: 64,824 shares; 2025Q3: 59,123 shares 59,123 $6.6M 0.21% -5,701 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,171 shares; 2024Q4: 13,252 shares; 2025Q1: 13,385 shares; 2025Q2: 13,967 shares; 2025Q3: 13,423 shares 13,423 $6.44M 0.2% -544 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,478 shares; 2025Q1: 1,606 shares; 2025Q2: 1,623 shares; 2025Q3: 2,678 shares 2,678 $6.26M 0.2% +1,055 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178,679 shares 178,679 $6.1M 0.19% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 602 shares; 2025Q2: 701 shares; 2025Q3: 1,119 shares 1,119 $6.04M 0.19% +418 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,610 shares; 2024Q4: 10,779 shares; 2025Q1: 10,705 shares; 2025Q2: 9,561 shares; 2025Q3: 8,604 shares 8,604 $5.88M 0.19% -957 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,078 shares; 2024Q4: 81,547 shares; 2025Q1: 82,928 shares; 2025Q2: 76,093 shares; 2025Q3: 76,801 shares 76,801 $5.25M 0.17% +708 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,082 shares; 2024Q4: 12,512 shares; 2025Q1: 14,318 shares; 2025Q2: 12,872 shares; 2025Q3: 12,215 shares 12,215 $5.16M 0.16% -657 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,605 shares; 2024Q4: 12,651 shares; 2025Q1: 13,189 shares; 2025Q2: 12,615 shares; 2025Q3: 10,484 shares 10,484 $4.79M 0.15% -2,131 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,720 shares 38,720 $4.79M 0.15% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,929 shares; 2024Q4: 24,912 shares; 2025Q1: 25,990 shares; 2025Q2: 25,737 shares; 2025Q3: 21,977 shares 21,977 $4.51M 0.14% -3,760 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,575 shares; 2024Q4: 138,159 shares; 2025Q1: 149,532 shares; 2025Q2: 162,204 shares; 2025Q3: 168,588 shares 168,588 $4.33M 0.14% +6,384 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,886 shares; 2024Q4: 14,104 shares; 2025Q1: 14,863 shares; 2025Q2: 14,611 shares; 2025Q3: 12,230 shares 12,230 $4.3M 0.14% -2,381 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,508 shares; 2024Q4: 31,322 shares; 2025Q1: 30,617 shares; 2025Q2: 30,150 shares; 2025Q3: 29,887 shares 29,887 $4.21M 0.13% -263 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,978 shares; 2024Q4: 15,583 shares; 2025Q1: 40,648 shares; 2025Q2: 34,586 shares; 2025Q3: 34,732 shares 34,732 $4.13M 0.13% +146 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,762 shares; 2024Q4: 14,726 shares; 2025Q1: 8,381 shares; 2025Q2: 7,015 shares; 2025Q3: 6,603 shares 6,603 $4.02M 0.13% -412 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,222 shares; 2024Q4: 9,843 shares; 2025Q1: 8,046 shares; 2025Q2: 5,597 shares; 2025Q3: 5,741 shares 5,741 $3.82M 0.12% +144 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,588 shares; 2024Q4: 11,213 shares; 2025Q1: 11,552 shares; 2025Q2: 10,873 shares; 2025Q3: 8,981 shares 8,981 $3.82M 0.12% -1,892 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,990 shares; 2024Q4: 62,502 shares; 2025Q1: 73,255 shares; 2025Q2: 95,084 shares; 2025Q3: 73,844 shares 73,844 $3.73M 0.12% -21,240 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 855 shares; 2025Q3: 811 shares 811 $3.48M 0.11% -44 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,154 shares; 2024Q4: 26,143 shares; 2025Q1: 24,307 shares; 2025Q2: 22,307 shares; 2025Q3: 21,952 shares 21,952 $3.47M 0.11% -355 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,496 shares; 2025Q1: 2,822 shares; 2025Q2: 2,765 shares; 2025Q3: 5,073 shares 5,073 $3.4M 0.11% +2,308 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,193 shares; 2024Q4: 14,142 shares; 2025Q1: 12,854 shares; 2025Q2: 12,196 shares; 2025Q3: 11,604 shares 11,604 $3.16M 0.1% -592 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,630 shares; 2024Q4: 20,576 shares; 2025Q1: 18,501 shares; 2025Q2: 17,649 shares; 2025Q3: 17,061 shares 17,061 $2.9M 0.09% -588 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,600 shares; 2024Q4: 24,807 shares; 2025Q1: 23,257 shares; 2025Q2: 21,775 shares; 2025Q3: 21,007 shares 21,007 $2.81M 0.09% -768 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,802 shares; 2024Q4: 92,799 shares; 2025Q1: 44,142 shares; 2025Q2: 43,888 shares; 2025Q3: 102,967 shares 102,967 $2.81M 0.09% +59,079 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,765 shares; 2025Q1: 3,985 shares; 2025Q2: 3,695 shares; 2025Q3: 2,929 shares 2,929 $2.79M 0.09% -766 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,529 shares; 2024Q4: 10,224 shares; 2025Q1: 10,155 shares; 2025Q2: 10,176 shares; 2025Q3: 11,314 shares 11,314 $2.76M 0.09% +1,138 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,742 shares; 2024Q4: 59,395 shares; 2025Q1: 61,445 shares; 2025Q2: 58,639 shares; 2025Q3: 59,222 shares 59,222 $2.67M 0.08% +583 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,505 shares; 2024Q4: 8,773 shares; 2025Q1: 7,136 shares; 2025Q2: 7,136 shares; 2025Q3: 23,173 shares 23,173 $2.47M 0.08% +16,037 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,496 shares; 2024Q4: 9,388 shares; 2025Q1: 8,712 shares; 2025Q2: 8,513 shares; 2025Q3: 8,452 shares 8,452 $2.39M 0.08% -61 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,216 shares; 2024Q4: 48,665 shares; 2025Q1: 48,800 shares; 2025Q2: 36,569 shares; 2025Q3: 35,577 shares 35,577 $2.36M 0.07% -992 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,522 shares; 2024Q4: 10,243 shares; 2025Q1: 9,971 shares; 2025Q2: 9,971 shares; 2025Q3: 9,972 shares 9,972 $2.29M 0.07% +1 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,898 shares; 2024Q4: 13,907 shares; 2025Q1: 18,235 shares; 2025Q2: 15,932 shares; 2025Q3: 17,336 shares 17,336 $2.15M 0.07% +1,404 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,389 shares; 2024Q4: 10,391 shares; 2025Q1: 10,688 shares; 2025Q2: 6,647 shares; 2025Q3: 6,669 shares 6,669 $2.08M 0.07% +22 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,747 shares; 2024Q4: 245,895 shares; 2025Q1: 252,203 shares; 2025Q2: 253,348 shares; 2025Q3: 10,294 shares 10,294 $2.07M 0.07% -243,054 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: 4,646 shares; 2025Q1: 4,641 shares; 2025Q2: 4,536 shares; 2025Q3: 4,136 shares 4,136 $1.97M 0.06% -400 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,025 shares; 2024Q4: 50,147 shares; 2025Q1: 50,597 shares; 2025Q2: 68,658 shares; 2025Q3: 84,046 shares 84,046 $1.96M 0.06% +15,388 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares 14,000 $1.92M 0.06% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,152 shares; 2024Q4: 287,956 shares; 2025Q1: 297,180 shares; 2025Q2: 302,452 shares; 2025Q3: 13,393 shares 13,393 $1.89M 0.06% -289,059 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,254 shares; 2024Q4: 31,510 shares; 2025Q1: 24,786 shares; 2025Q2: 19,332 shares; 2025Q3: 17,968 shares 17,968 $1.85M 0.06% -1,364 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,641 shares; 2024Q4: 41,887 shares; 2025Q1: 41,887 shares; 2025Q2: 41,887 shares; 2025Q3: 71,792 shares 71,792 $1.84M 0.06% +29,905 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,742 shares; 2024Q4: 4,794 shares; 2025Q1: 3,920 shares; 2025Q2: 3,920 shares; 2025Q3: 3,920 shares 3,920 $1.84M 0.06% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,404 shares; 2024Q4: 61,412 shares; 2025Q1: 61,033 shares; 2025Q2: 62,188 shares; 2025Q3: 57,498 shares 57,498 $1.82M 0.06% -4,690 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,094 shares; 2024Q4: 23,443 shares; 2025Q1: 22,652 shares; 2025Q2: 21,635 shares; 2025Q3: 21,180 shares 21,180 $1.79M 0.06% -455 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,470 shares; 2024Q4: 5,470 shares; 2025Q1: 5,470 shares; 2025Q2: 5,470 shares; 2025Q3: 5,470 shares 5,470 $1.74M 0.06% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,442 shares; 2024Q4: 21,117 shares; 2025Q1: 30,700 shares; 2025Q2: 35,953 shares; 2025Q3: 39,306 shares 39,306 $1.73M 0.05% +3,353 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,088 shares; 2024Q4: 16,834 shares; 2025Q1: 17,149 shares; 2025Q2: 16,878 shares; 2025Q3: 16,761 shares 16,761 $1.73M 0.05% -117 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,835 shares; 2024Q4: 38,835 shares; 2025Q1: 33,375 shares; 2025Q2: 33,375 shares; 2025Q3: 33,375 shares 33,375 $1.7M 0.05% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,894 shares; 2024Q4: 28,629 shares; 2025Q1: 30,139 shares; 2025Q2: 30,473 shares; 2025Q3: 33,536 shares 33,536 $1.69M 0.05% +3,063 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,020 shares; 2024Q4: 11,915 shares; 2025Q1: 12,689 shares; 2025Q2: 13,174 shares; 2025Q3: 14,704 shares 14,704 $1.63M 0.05% +1,530 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,746 shares; 2024Q4: 7,838 shares; 2025Q1: 7,419 shares; 2025Q2: 7,140 shares; 2025Q3: 7,855 shares 7,855 $1.58M 0.05% +715 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,386 shares; 2024Q4: 5,387 shares; 2025Q1: 5,357 shares; 2025Q2: 3,010 shares; 2025Q3: 2,944 shares 2,944 $1.56M 0.05% -66 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,958 shares; 2024Q4: 10,847 shares; 2025Q1: 11,605 shares; 2025Q2: 6,724 shares; 2025Q3: 5,924 shares 5,924 $1.52M 0.05% -800 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,866 shares; 2024Q4: 17,613 shares; 2025Q1: 18,436 shares; 2025Q2: 18,930 shares; 2025Q3: 20,735 shares 20,735 $1.51M 0.05% +1,805 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,508 shares; 2024Q4: 64,770 shares; 2025Q1: 64,127 shares; 2025Q2: 18,856 shares; 2025Q3: 16,219 shares 16,219 $1.45M 0.05% -2,637 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 10,086 shares; 2025Q1: 2,261 shares; 2025Q2: 2,610 shares; 2025Q3: 3,225 shares 3,225 $1.43M 0.05% +615 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,355 shares; 2024Q4: 10,369 shares; 2025Q1: 10,376 shares; 2025Q2: 10,218 shares; 2025Q3: 10,226 shares 10,226 $1.43M 0.05% +8 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,563 shares; 2024Q4: 11,573 shares; 2025Q1: 12,118 shares; 2025Q2: 12,364 shares; 2025Q3: 13,367 shares 13,367 $1.39M 0.04% +1,003 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,521 shares; 2024Q4: 10,198 shares; 2025Q1: 9,185 shares; 2025Q2: 9,185 shares; 2025Q3: 9,185 shares 9,185 $1.35M 0.04% 0 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares 12,000 $1.35M 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,331 shares; 2024Q4: 12,665 shares; 2025Q1: 14,478 shares; 2025Q2: 15,020 shares; 2025Q3: 16,380 shares 16,380 $1.31M 0.04% +1,360 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,759 shares; 2024Q4: 272,867 shares; 2025Q1: 282,715 shares; 2025Q2: 285,678 shares; 2025Q3: 15,631 shares 15,631 $1.31M 0.04% -270,047 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,515 shares; 2024Q4: 16,762 shares; 2025Q1: 18,185 shares; 2025Q2: 19,003 shares; 2025Q3: 20,411 shares 20,411 $1.25M 0.04% +1,408 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,461 shares; 2024Q4: 9,763 shares; 2025Q1: 9,988 shares; 2025Q2: 9,567 shares; 2025Q3: 2,199 shares 2,199 $1.25M 0.04% -7,368 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,227 shares; 2024Q4: 52,555 shares; 2025Q1: 51,709 shares; 2025Q2: 36,547 shares; 2025Q3: 34,976 shares 34,976 $1.24M 0.04% -1,571 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,582 shares; 2024Q4: 60,444 shares; 2025Q1: 63,892 shares; 2025Q2: 65,282 shares; 2025Q3: 71,773 shares 71,773 $1.24M 0.04% +6,491 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,831 shares; 2024Q4: 12,047 shares; 2025Q1: 12,009 shares; 2025Q2: 9,002 shares; 2025Q3: 7,645 shares 7,645 $1.17M 0.04% -1,357 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,370 shares; 2024Q4: 19,428 shares; 2025Q1: 24,818 shares; 2025Q2: 23,272 shares; 2025Q3: 25,106 shares 25,106 $1.16M 0.04% +1,834 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,249 shares; 2024Q4: 212,706 shares; 2025Q1: 13,927 shares; 2025Q2: 5,458 shares; 2025Q3: 4,894 shares 4,894 $1.16M 0.04% -564 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,860 shares; 2024Q4: 36,246 shares; 2025Q1: 37,679 shares; 2025Q2: 40,005 shares; 2025Q3: 40,597 shares 40,597 $1.13M 0.04% +592 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,542 shares; 2024Q4: 18,685 shares; 2025Q1: 16,878 shares; 2025Q2: 16,814 shares; 2025Q3: 13,347 shares 13,347 $1.13M 0.04% -3,467 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,284 shares; 2024Q4: 35,694 shares; 2025Q1: 38,772 shares; 2025Q2: 41,656 shares; 2025Q3: 42,309 shares 42,309 $1.08M 0.03% +653 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,645 shares; 2024Q4: 26,306 shares; 2025Q1: 31,532 shares; 2025Q2: 33,354 shares; 2025Q3: 36,376 shares 36,376 $1.02M 0.03% +3,022 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 6,914 shares; 2025Q1: 1,619 shares; 2025Q2: 1,642 shares; 2025Q3: 1,633 shares 1,633 $980K 0.03% -9 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,413 shares; 2024Q4: 16,424 shares; 2025Q1: 31,872 shares; 2025Q2: 33,822 shares; 2025Q3: 34,270 shares 34,270 $968K 0.03% +448 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,281 shares; 2025Q2: 1,235 shares; 2025Q3: 3,249 shares 3,249 $954K 0.03% +2,014 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,724 shares 11,724 $918K 0.03% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,634 shares; 2024Q4: 22,055 shares; 2025Q1: 20,042 shares; 2025Q2: 13,920 shares; 2025Q3: 13,113 shares 13,113 $914K 0.03% -807 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,961 shares; 2024Q4: 25,487 shares; 2025Q1: 25,478 shares; 2025Q2: 16,069 shares; 2025Q3: 15,976 shares 15,976 $887K 0.03% -93 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,653 shares; 2024Q4: 14,069 shares; 2025Q1: 15,309 shares; 2025Q2: 15,324 shares; 2025Q3: 16,417 shares 16,417 $884K 0.03% +1,093 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,188 shares; 2024Q4: 12,070 shares; 2025Q1: 11,290 shares; 2025Q2: 7,804 shares; 2025Q3: 7,655 shares 7,655 $877K 0.03% -149 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,004 shares 10,004 $873K 0.03% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,290 shares; 2024Q4: 9,326 shares; 2025Q1: 9,988 shares; 2025Q2: 10,304 shares; 2025Q3: 11,126 shares 11,126 $841K 0.03% +822 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,004 shares; 2025Q2: 3,788 shares; 2025Q3: 4,071 shares 4,071 $841K 0.03% +283 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,136 shares; 2024Q4: 5,127 shares; 2025Q1: 5,248 shares; 2025Q2: 5,290 shares; 2025Q3: 5,613 shares 5,613 $811K 0.03% +323 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 2,384 shares; 2025Q1: 2,194 shares; 2025Q2: 2,182 shares; 2025Q3: 2,191 shares 2,191 $810K 0.03% +9 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,723 shares 20,723 $799K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.02% 0 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,336 shares; 2024Q4: 19,138 shares; 2025Q1: 19,138 shares; 2025Q2: 19,138 shares; 2025Q3: 19,138 shares 19,138 $746K 0.02% 0 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,018 shares; 2024Q4: 20,018 shares; 2025Q1: 20,018 shares; 2025Q2: 18,693 shares; 2025Q3: 18,693 shares 18,693 $739K 0.02% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,206 shares; 2024Q4: 89,678 shares; 2025Q1: 88,784 shares; 2025Q2: 80,893 shares; 2025Q3: 15,975 shares 15,975 $718K 0.02% -64,918 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,255 shares; 2024Q4: 6,296 shares; 2025Q1: 7,467 shares; 2025Q2: 7,896 shares; 2025Q3: 8,667 shares 8,667 $681K 0.02% +771 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,168 shares; 2024Q4: 3,174 shares; 2025Q1: 3,138 shares; 2025Q2: 2,843 shares; 2025Q3: 2,802 shares 2,802 $678K 0.02% -41 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,184 shares 5,184 $675K 0.02% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,730 shares; 2024Q4: 5,508 shares; 2025Q1: 6,108 shares; 2025Q2: 5,708 shares; 2025Q3: 5,974 shares 5,974 $672K 0.02% +266 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,214 shares; 2024Q4: 4,214 shares; 2025Q1: 4,214 shares; 2025Q2: 2,585 shares; 2025Q3: 2,585 shares 2,585 $663K 0.02% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 3,256 shares; 2025Q1: 3,026 shares; 2025Q2: 3,080 shares; 2025Q3: 3,129 shares 3,129 $659K 0.02% +49 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,181 shares; 2024Q4: 5,288 shares; 2025Q1: 5,259 shares; 2025Q2: 5,263 shares; 2025Q3: 4,926 shares 4,926 $646K 0.02% -337 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,044 shares; 2024Q4: 2,496 shares; 2025Q1: 1,767 shares; 2025Q2: 1,767 shares; 2025Q3: 2,255 shares 2,255 $634K 0.02% +488 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,827 shares; 2024Q4: 4,329 shares; 2025Q1: 4,081 shares; 2025Q2: 4,071 shares; 2025Q3: 4,098 shares 4,098 $632K 0.02% +27 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,081 shares; 2025Q2: 3,081 shares; 2025Q3: 3,084 shares 3,084 $600K 0.02% +3 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,580 shares; 2024Q4: 5,692 shares; 2025Q1: 5,683 shares; 2025Q2: 5,297 shares; 2025Q3: 5,297 shares 5,297 $566K 0.02% 0 Timeline SPDW 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,858 shares 12,858 $550K 0.02% new Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,180 shares; 2024Q4: 13,180 shares; 2025Q1: 13,180 shares; 2025Q2: 9,506 shares; 2025Q3: 9,506 shares 9,506 $537K 0.02% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,735 shares; 2024Q4: 26,663 shares; 2025Q1: 9,162 shares; 2025Q2: 9,572 shares; 2025Q3: 17,622 shares 17,622 $522K 0.02% +8,050 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 2,813 shares; 2025Q1: 2,813 shares; 2025Q2: 2,813 shares; 2025Q3: 2,813 shares 2,813 $518K 0.02% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,319 shares; 2024Q4: 5,749 shares; 2025Q1: 4,124 shares; 2025Q2: 4,212 shares; 2025Q3: 4,936 shares 4,936 $516K 0.02% +724 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,848 shares; 2024Q4: 1,813 shares; 2025Q1: 1,814 shares; 2025Q2: 1,835 shares; 2025Q3: 1,847 shares 1,847 $516K 0.02% +12 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,994 shares; 2024Q4: not reported; 2025Q1: 16,774 shares; 2025Q2: 14,736 shares; 2025Q3: 8,552 shares 8,552 $512K 0.02% -6,184 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,842 shares; 2024Q4: 5,277 shares; 2025Q1: 5,269 shares; 2025Q2: 5,255 shares; 2025Q3: 5,224 shares 5,224 $488K 0.02% -31 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 1,575 shares; 2025Q1: 1,574 shares; 2025Q2: 1,574 shares; 2025Q3: 1,575 shares 1,575 $481K 0.02% +1 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,218 shares; 2024Q4: 3,218 shares; 2025Q1: 3,218 shares; 2025Q2: 3,212 shares; 2025Q3: 3,212 shares 3,212 $445K 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 2,024 shares; 2025Q1: 1,442 shares; 2025Q2: 1,443 shares; 2025Q3: 1,274 shares 1,274 $412K 0.01% -169 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,576 shares; 2024Q4: 5,284 shares; 2025Q1: 5,276 shares; 2025Q2: 5,202 shares; 2025Q3: 5,307 shares 5,307 $400K 0.01% +105 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,425 shares 5,425 $399K 0.01% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 8,846 shares; 2025Q2: 4,696 shares; 2025Q3: 4,151 shares 4,151 $381K 0.01% -545 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,081 shares 14,081 $378K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 3,929 shares; 2025Q1: 3,030 shares; 2025Q2: 2,625 shares; 2025Q3: 2,691 shares 2,691 $374K 0.01% +66 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,782 shares; 2024Q4: 5,048 shares; 2025Q1: 4,357 shares; 2025Q2: 4,118 shares; 2025Q3: 4,118 shares 4,118 $364K 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: not reported; 2025Q1: 383 shares; 2025Q2: 483 shares; 2025Q3: 469 shares 469 $362K 0.01% -14 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,771 shares 3,771 $359K 0.01% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,421 shares; 2024Q4: 4,421 shares; 2025Q1: 4,421 shares; 2025Q2: 4,421 shares; 2025Q3: 4,421 shares 4,421 $357K 0.01% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,970 shares; 2024Q4: 5,985 shares; 2025Q1: 3,637 shares; 2025Q2: 3,637 shares; 2025Q3: 3,535 shares 3,535 $356K 0.01% -102 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,692 shares; 2024Q4: 2,670 shares; 2025Q1: 2,546 shares; 2025Q2: 2,276 shares; 2025Q3: 2,141 shares 2,141 $346K 0.01% -135 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 613 shares; 2025Q1: not reported; 2025Q2: 562 shares; 2025Q3: 562 shares 562 $346K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,944 shares; 2025Q1: 3,944 shares; 2025Q2: 3,740 shares; 2025Q3: 3,740 shares 3,740 $326K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,546 shares; 2024Q4: 1,494 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,467 shares 1,467 $322K 0.01% +7 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 1,843 shares; 2025Q1: 1,843 shares; 2025Q2: 1,843 shares; 2025Q3: 1,843 shares 1,843 $321K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,881 shares; 2025Q2: 8,881 shares; 2025Q3: 8,881 shares 8,881 $306K 0.01% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,898 shares 5,898 $300K 0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,502 shares; 2025Q1: 1,205 shares; 2025Q2: 1,205 shares; 2025Q3: 1,214 shares 1,214 $298K 0.01% +9 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,049 shares; 2025Q3: 3,049 shares 3,049 $290K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,738 shares; 2024Q4: 6,740 shares; 2025Q1: 6,826 shares; 2025Q2: 5,005 shares; 2025Q3: 4,849 shares 4,849 $289K 0.01% -156 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 605 shares; 2025Q1: 576 shares; 2025Q2: 614 shares; 2025Q3: 618 shares 618 $286K 0.01% +4 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,750 shares 5,750 $286K 0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 719 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 576 shares 576 $284K 0.01% +12 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 617 shares; 2025Q1: 707 shares; 2025Q2: 606 shares; 2025Q3: 621 shares 621 $284K 0.01% +15 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,102 shares; 2024Q4: 6,062 shares; 2025Q1: 5,943 shares; 2025Q2: 5,180 shares; 2025Q3: 5,454 shares 5,454 $281K 0.01% +274 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,514 shares 1,514 $276K 0.01% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,708 shares 3,708 $276K 0.01% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,487 shares; 2025Q1: 1,353 shares; 2025Q2: 1,353 shares; 2025Q3: 1,353 shares 1,353 $275K 0.01% 0 Timeline INBK FIRST INTERNET BANCORP More: the full row for FIRST INTERNET BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,250 shares; 2024Q4: 12,250 shares; 2025Q1: 12,250 shares; 2025Q2: 12,250 shares; 2025Q3: 12,250 shares 12,250 $275K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 3,482 shares; 2025Q1: 3,330 shares; 2025Q2: 3,318 shares; 2025Q3: 3,425 shares 3,425 $274K 0.01% +107 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,677 shares; 2024Q4: 2,800 shares; 2025Q1: 2,758 shares; 2025Q2: 3,439 shares; 2025Q3: 1,439 shares 1,439 $273K 0.01% -2,000 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 808 shares; 2025Q1: 570 shares; 2025Q2: 565 shares; 2025Q3: 572 shares 572 $272K 0.01% +7 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,623 shares; 2025Q1: 897 shares; 2025Q2: 886 shares; 2025Q3: 826 shares 826 $271K 0.01% -60 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,409 shares; 2025Q3: 1,538 shares 1,538 $256K 0.01% +129 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,702 shares 3,702 $244K 0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,201 shares; 2024Q4: not reported; 2025Q1: 2,494 shares; 2025Q2: 1,936 shares; 2025Q3: 1,962 shares 1,962 $244K 0.01% +26 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares 1,100 $234K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,317 shares; 2025Q1: 4,244 shares; 2025Q2: 4,244 shares; 2025Q3: 4,192 shares 4,192 $232K 0.01% -52 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,277 shares; 2025Q1: 1,273 shares; 2025Q2: 1,080 shares; 2025Q3: 1,073 shares 1,073 $232K 0.01% -7 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 885 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 668 shares 668 $231K 0.01% -12 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,835 shares; 2024Q4: 14,145 shares; 2025Q1: 14,108 shares; 2025Q2: 9,138 shares; 2025Q3: 7,315 shares 7,315 $230K 0.01% -1,823 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,262 shares; 2025Q1: 1,058 shares; 2025Q2: 1,040 shares; 2025Q3: 1,148 shares 1,148 $228K 0.01% +108 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,919 shares; 2025Q2: not reported; 2025Q3: 2,695 shares 2,695 $226K 0.01% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,789 shares 2,789 $223K 0.01% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,289 shares 3,289 $222K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,100 shares; 2025Q3: 3,102 shares 3,102 $221K 0.01% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,386 shares 4,386 $220K 0.01% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: not reported; 2025Q1: 847 shares; 2025Q2: 660 shares; 2025Q3: 643 shares 643 $214K 0.01% -17 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,208 shares; 2024Q4: 2,646 shares; 2025Q1: 2,590 shares; 2025Q2: 2,388 shares; 2025Q3: 2,309 shares 2,309 $211K 0.01% -79 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,736 shares 2,736 $210K 0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,258 shares; 2024Q4: 1,044 shares; 2025Q1: 810 shares; 2025Q2: not reported; 2025Q3: 775 shares 775 $202K 0.01% new Timeline