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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,501,433 shares; 2025Q4: 3,501,433 shares 3,501,433 $256M 8.15% 0 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: 686,007 shares; 2024Q4: 582,753 shares; 2025Q1: 556,764 shares; 2025Q2: 559,536 shares; 2025Q3: 507,659 shares; 2025Q4: 476,954 shares 476,954 $165M 5.25% -30,705 Timeline 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: 555,463 shares; 2024Q4: 556,872 shares; 2025Q1: 562,224 shares; 2025Q2: 561,790 shares; 2025Q3: 568,554 shares; 2025Q4: 565,368 shares 565,368 $154M 4.89% -3,186 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: 535,220 shares; 2024Q4: 833,355 shares; 2025Q1: 1,002,317 shares; 2025Q2: 1,049,818 shares; 2025Q3: 1,152,645 shares; 2025Q4: 1,140,302 shares 1,140,302 $134M 4.27% -12,343 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: 274,500 shares; 2024Q4: 275,970 shares; 2025Q1: 279,631 shares; 2025Q2: 275,091 shares; 2025Q3: 277,263 shares; 2025Q4: 274,842 shares 274,842 $133M 4.23% -2,421 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: 339,481 shares; 2024Q4: 342,024 shares; 2025Q1: 344,604 shares; 2025Q2: 345,465 shares; 2025Q3: 343,510 shares; 2025Q4: 345,590 shares 345,590 $111M 3.54% +2,080 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: 468,612 shares; 2024Q4: 469,736 shares; 2025Q1: 480,632 shares; 2025Q2: 477,487 shares; 2025Q3: 482,231 shares; 2025Q4: 478,637 shares 478,637 $109M 3.48% -3,594 Timeline ICSH 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: 2,201,671 shares; 2024Q4: 2,239,192 shares; 2025Q1: 2,449,581 shares; 2025Q2: 2,186,562 shares; 2025Q3: 2,087,886 shares; 2025Q4: 2,150,661 shares 2,150,661 $109M 3.46% +62,775 Timeline SOXX 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: 301,936 shares; 2024Q4: 312,449 shares; 2025Q1: 319,441 shares; 2025Q2: 294,297 shares; 2025Q3: 299,953 shares; 2025Q4: 298,148 shares 298,148 $89.8M 2.86% -1,805 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: 16,796 shares; 2024Q4: 416,947 shares; 2025Q1: 462,038 shares; 2025Q2: 458,190 shares; 2025Q3: 467,246 shares; 2025Q4: 462,510 shares 462,510 $82.1M 2.61% -4,736 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: 474,933 shares; 2024Q4: 469,751 shares; 2025Q1: 475,778 shares; 2025Q2: 473,231 shares; 2025Q3: 786,883 shares; 2025Q4: 777,961 shares 777,961 $81.9M 2.6% -8,922 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: 22,806 shares; 2024Q4: 23,282 shares; 2025Q1: 23,608 shares; 2025Q2: 22,767 shares; 2025Q3: 25,374 shares; 2025Q4: 67,908 shares 67,908 $73M 2.32% +42,534 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: 86,105 shares; 2024Q4: 87,190 shares; 2025Q1: 87,990 shares; 2025Q2: 87,517 shares; 2025Q3: 86,942 shares; 2025Q4: 83,927 shares 83,927 $72.4M 2.3% -3,015 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: 309,058 shares; 2024Q4: 318,907 shares; 2025Q1: 329,210 shares; 2025Q2: 339,556 shares; 2025Q3: 381,273 shares; 2025Q4: 379,513 shares 379,513 $69.6M 2.21% -1,760 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: 612,132 shares; 2024Q4: 620,480 shares; 2025Q1: 632,384 shares; 2025Q2: 581,548 shares; 2025Q3: 579,388 shares; 2025Q4: 577,725 shares 577,725 $69.5M 2.21% -1,663 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: 2,874 shares; 2025Q2: not reported; 2025Q3: 581,226 shares; 2025Q4: 580,100 shares 580,100 $67.7M 2.15% -1,126 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: 194,624 shares; 2024Q4: 195,585 shares; 2025Q1: 196,243 shares; 2025Q2: 196,407 shares; 2025Q3: 196,998 shares; 2025Q4: 192,691 shares 192,691 $66.3M 2.11% -4,307 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: 194,179 shares; 2024Q4: 204,435 shares; 2025Q1: 211,177 shares; 2025Q2: 213,531 shares; 2025Q3: 214,641 shares; 2025Q4: 211,078 shares 211,078 $64.5M 2.05% -3,563 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 3,915 shares; 2025Q1: 3,915 shares; 2025Q2: 2,061 shares; 2025Q3: 70,200 shares; 2025Q4: 73,383 shares 73,383 $64.5M 2.05% +3,183 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: not reported; 2024Q4: 623,503 shares; 2025Q1: 671,237 shares; 2025Q2: 1,390,362 shares; 2025Q3: 1,480,205 shares; 2025Q4: 1,393,083 shares 1,393,083 $55.9M 1.78% -87,122 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: 21,268 shares; 2024Q4: 20,476 shares; 2025Q1: 19,926 shares; 2025Q2: 19,510 shares; 2025Q3: 563,027 shares; 2025Q4: 570,252 shares 570,252 $49.7M 1.58% +7,225 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,327 shares 143,327 $48.3M 1.53% new 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: 9,561 shares; 2024Q4: 9,424 shares; 2025Q1: 9,767 shares; 2025Q2: 9,987 shares; 2025Q3: 160,818 shares; 2025Q4: 161,495 shares 161,495 $47.8M 1.52% +677 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: 10,389 shares; 2024Q4: 10,391 shares; 2025Q1: 10,688 shares; 2025Q2: 6,647 shares; 2025Q3: 6,669 shares; 2025Q4: 137,099 shares 137,099 $46.3M 1.47% +130,430 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 387,293 shares; 2025Q1: 429,443 shares; 2025Q2: 447,861 shares; 2025Q3: 447,504 shares; 2025Q4: 437,434 shares 437,434 $46.1M 1.47% -10,070 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: 417,276 shares; 2024Q4: 422,634 shares; 2025Q1: 427,866 shares; 2025Q2: 429,657 shares; 2025Q3: 423,197 shares; 2025Q4: 407,131 shares 407,131 $45.7M 1.45% -16,066 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,016 shares; 2024Q4: 397,657 shares; 2025Q1: 401,675 shares; 2025Q2: 395,894 shares; 2025Q3: 404,125 shares; 2025Q4: 399,985 shares 399,985 $41M 1.3% -4,140 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,403 shares; 2025Q1: 1,491 shares; 2025Q2: 84,463 shares; 2025Q3: 124,789 shares; 2025Q4: 109,931 shares 109,931 $37M 1.18% -14,858 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 460,226 shares 460,226 $34M 1.08% new 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: 250,093 shares; 2024Q4: 250,873 shares; 2025Q1: 255,045 shares; 2025Q2: 202,960 shares; 2025Q3: 198,653 shares; 2025Q4: 194,127 shares 194,127 $29.6M 0.94% -4,526 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 231,670 shares 231,670 $25.4M 0.81% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152,225 shares; 2025Q4: 71,473 shares 71,473 $22.8M 0.72% -80,752 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: 57,148 shares; 2024Q4: 464,526 shares; 2025Q1: 484,522 shares; 2025Q2: 577,225 shares; 2025Q3: 589,459 shares; 2025Q4: 695,380 shares 695,380 $22.7M 0.72% +105,921 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,716 shares; 2024Q4: 349,008 shares; 2025Q1: 461,493 shares; 2025Q2: 394,616 shares; 2025Q3: 387,873 shares; 2025Q4: 436,286 shares 436,286 $22.1M 0.7% +48,413 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625,024 shares; 2024Q4: 606,450 shares; 2025Q1: 572,960 shares; 2025Q2: 504,799 shares; 2025Q3: 449,080 shares; 2025Q4: 426,381 shares 426,381 $21.8M 0.69% -22,699 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,288 shares; 2024Q4: 70,445 shares; 2025Q1: 72,482 shares; 2025Q2: 69,556 shares; 2025Q3: 74,032 shares; 2025Q4: 65,524 shares 65,524 $20.5M 0.65% -8,508 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: 69,426 shares; 2024Q4: 71,162 shares; 2025Q1: 73,215 shares; 2025Q2: 72,875 shares; 2025Q3: 79,032 shares; 2025Q4: 81,070 shares 81,070 $18.7M 0.6% +2,038 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: 54,729 shares; 2024Q4: 68,755 shares; 2025Q1: 74,065 shares; 2025Q2: 79,532 shares; 2025Q3: 85,093 shares; 2025Q4: 89,756 shares 89,756 $16.7M 0.53% +4,663 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: 38,119 shares; 2024Q4: 37,931 shares; 2025Q1: 38,541 shares; 2025Q2: 36,645 shares; 2025Q3: 42,133 shares; 2025Q4: 44,935 shares 44,935 $15.8M 0.5% +2,802 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: 22,319 shares; 2024Q4: 23,032 shares; 2025Q1: 24,323 shares; 2025Q2: 24,005 shares; 2025Q3: 26,904 shares; 2025Q4: 29,006 shares 29,006 $14.8M 0.47% +2,102 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: 44,892 shares; 2024Q4: 52,358 shares; 2025Q1: 61,221 shares; 2025Q2: 68,728 shares; 2025Q3: 125,283 shares; 2025Q4: 146,381 shares 146,381 $14.6M 0.46% +21,098 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: 19,431 shares; 2024Q4: 19,671 shares; 2025Q1: 20,521 shares; 2025Q2: 19,707 shares; 2025Q3: 22,271 shares; 2025Q4: 23,632 shares 23,632 $13.5M 0.43% +1,361 Timeline LQD 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: 78,585 shares; 2024Q4: 82,874 shares; 2025Q1: 83,307 shares; 2025Q2: 84,188 shares; 2025Q3: 110,510 shares; 2025Q4: 119,821 shares 119,821 $13.2M 0.42% +9,311 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: 247,565 shares; 2024Q4: 249,865 shares; 2025Q1: 252,929 shares; 2025Q2: 253,258 shares; 2025Q3: 52,708 shares; 2025Q4: 44,402 shares 44,402 $11.9M 0.38% -8,306 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,395 shares; 2024Q4: 4,070 shares; 2025Q1: 3,684 shares; 2025Q2: 3,432 shares; 2025Q3: 18,425 shares; 2025Q4: 18,098 shares 18,098 $11.3M 0.36% -327 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: 45,359 shares; 2024Q4: 47,883 shares; 2025Q1: 49,206 shares; 2025Q2: 44,130 shares; 2025Q3: 44,008 shares; 2025Q4: 46,521 shares 46,521 $10.2M 0.33% +2,513 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,431 shares; 2024Q4: 12,080 shares; 2025Q1: 11,694 shares; 2025Q2: 14,042 shares; 2025Q3: 41,719 shares; 2025Q4: 70,659 shares 70,659 $10.2M 0.32% +28,940 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 8,230 shares; 2025Q2: 10,775 shares; 2025Q3: 14,084 shares; 2025Q4: 14,693 shares 14,693 $9.9M 0.31% +609 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: 16,973 shares; 2024Q4: 17,427 shares; 2025Q1: 19,382 shares; 2025Q2: 21,408 shares; 2025Q3: 28,967 shares; 2025Q4: 31,477 shares 31,477 $9.57M 0.3% +2,510 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: 49,303 shares; 2024Q4: 49,760 shares; 2025Q1: 48,726 shares; 2025Q2: 46,573 shares; 2025Q3: 43,016 shares; 2025Q4: 37,108 shares 37,108 $9.55M 0.3% -5,908 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: 1,861 shares; 2024Q4: 1,821 shares; 2025Q1: 18,377 shares; 2025Q2: 18,408 shares; 2025Q3: 25,315 shares; 2025Q4: 30,254 shares 30,254 $9.32M 0.3% +4,939 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: 5,758 shares; 2024Q4: 5,967 shares; 2025Q1: 6,151 shares; 2025Q2: 6,825 shares; 2025Q3: 9,771 shares; 2025Q4: 13,767 shares 13,767 $9.09M 0.29% +3,996 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,167 shares; 2024Q4: 14,907 shares; 2025Q1: 16,047 shares; 2025Q2: 17,519 shares; 2025Q3: 29,587 shares; 2025Q4: 38,741 shares 38,741 $8.82M 0.28% +9,154 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: 125,271 shares; 2024Q4: 127,132 shares; 2025Q1: 128,595 shares; 2025Q2: 128,427 shares; 2025Q3: 18,169 shares; 2025Q4: 17,617 shares 17,617 $8.52M 0.27% -552 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178,679 shares; 2025Q4: 231,267 shares 231,267 $8.45M 0.27% +52,588 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,097 shares; 2024Q4: 230,659 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 503,548 shares 503,548 $8.43M 0.27% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 602 shares; 2025Q2: 701 shares; 2025Q3: 1,119 shares; 2025Q4: 1,565 shares 1,565 $8.38M 0.27% +446 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,544 shares; 2024Q4: 51,712 shares; 2025Q1: 55,921 shares; 2025Q2: 62,079 shares; 2025Q3: 79,971 shares; 2025Q4: 93,392 shares 93,392 $8.34M 0.27% +13,421 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: 51,805 shares; 2025Q1: 52,336 shares; 2025Q2: 8,989 shares; 2025Q3: 8,098 shares; 2025Q4: 7,737 shares 7,737 $8.28M 0.26% -361 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,910 shares; 2025Q2: 45,661 shares; 2025Q3: 69,108 shares; 2025Q4: 99,364 shares 99,364 $8.12M 0.26% +30,256 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,478 shares; 2025Q1: 1,606 shares; 2025Q2: 1,623 shares; 2025Q3: 2,678 shares; 2025Q4: 3,907 shares 3,907 $7.87M 0.25% +1,229 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: 29,746 shares; 2024Q4: 34,551 shares; 2025Q1: 95,376 shares; 2025Q2: 101,848 shares; 2025Q3: 107,361 shares; 2025Q4: 117,832 shares 117,832 $7.78M 0.25% +10,471 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,837 shares; 2024Q4: 313,180 shares; 2025Q1: 317,985 shares; 2025Q2: 318,256 shares; 2025Q3: 40,200 shares; 2025Q4: 36,266 shares 36,266 $7.55M 0.24% -3,934 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: 685,721 shares; 2024Q4: 159,007 shares; 2025Q1: 115,259 shares; 2025Q2: 105,899 shares; 2025Q3: 96,342 shares; 2025Q4: 93,997 shares 93,997 $7.55M 0.24% -2,345 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: 343,944 shares; 2024Q4: 60,533 shares; 2025Q1: 41,818 shares; 2025Q2: 37,506 shares; 2025Q3: 36,446 shares; 2025Q4: 35,699 shares 35,699 $7.39M 0.23% -747 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: 21,962 shares; 2024Q4: 22,980 shares; 2025Q1: 25,383 shares; 2025Q2: 25,498 shares; 2025Q3: 16,488 shares; 2025Q4: 14,614 shares 14,614 $7.35M 0.23% -1,874 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: 82,804 shares; 2024Q4: 257,709 shares; 2025Q1: 241,251 shares; 2025Q2: 250,587 shares; 2025Q3: 249,820 shares; 2025Q4: 250,116 shares 250,116 $6.86M 0.22% +296 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,548 shares; 2024Q4: 6,715 shares; 2025Q1: 6,858 shares; 2025Q2: 92,751 shares; 2025Q3: 84,582 shares; 2025Q4: 72,171 shares 72,171 $6.58M 0.21% -12,411 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,171 shares; 2024Q4: 13,252 shares; 2025Q1: 13,385 shares; 2025Q2: 13,967 shares; 2025Q3: 13,423 shares; 2025Q4: 13,037 shares 13,037 $6.36M 0.2% -386 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,063 shares; 2024Q4: 109,870 shares; 2025Q1: 69,982 shares; 2025Q2: 64,824 shares; 2025Q3: 59,123 shares; 2025Q4: 56,976 shares 56,976 $6.28M 0.2% -2,147 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,082 shares; 2024Q4: 12,512 shares; 2025Q1: 14,318 shares; 2025Q2: 12,872 shares; 2025Q3: 12,215 shares; 2025Q4: 11,848 shares 11,848 $6.05M 0.19% -367 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: 88,078 shares; 2024Q4: 81,547 shares; 2025Q1: 82,928 shares; 2025Q2: 76,093 shares; 2025Q3: 76,801 shares; 2025Q4: 75,888 shares 75,888 $5.85M 0.19% -913 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: 216,101 shares; 2024Q4: 223,822 shares; 2025Q1: 230,075 shares; 2025Q2: 231,962 shares; 2025Q3: 26,258 shares; 2025Q4: 21,363 shares 21,363 $5.83M 0.19% -4,895 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: 28,096 shares; 2024Q4: 28,388 shares; 2025Q1: 29,116 shares; 2025Q2: 27,205 shares; 2025Q3: 24,556 shares; 2025Q4: 20,868 shares 20,868 $5.48M 0.17% -3,688 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,575 shares; 2024Q4: 138,159 shares; 2025Q1: 149,532 shares; 2025Q2: 162,204 shares; 2025Q3: 168,588 shares; 2025Q4: 192,702 shares 192,702 $5.05M 0.16% +24,114 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: 10,610 shares; 2024Q4: 10,779 shares; 2025Q1: 10,705 shares; 2025Q2: 9,561 shares; 2025Q3: 8,604 shares; 2025Q4: 7,413 shares 7,413 $4.91M 0.16% -1,191 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,885 shares; 2024Q4: 108,821 shares; 2025Q1: 109,960 shares; 2025Q2: 146,160 shares; 2025Q3: 153,730 shares; 2025Q4: 13,964 shares 13,964 $4.61M 0.15% -139,766 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,978 shares; 2024Q4: 15,583 shares; 2025Q1: 40,648 shares; 2025Q2: 34,586 shares; 2025Q3: 34,732 shares; 2025Q4: 34,811 shares 34,811 $4.18M 0.13% +79 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,508 shares; 2024Q4: 31,322 shares; 2025Q1: 30,617 shares; 2025Q2: 30,150 shares; 2025Q3: 29,887 shares; 2025Q4: 29,118 shares 29,118 $4.18M 0.13% -769 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,720 shares; 2025Q4: 30,234 shares 30,234 $4.09M 0.13% -8,486 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: 7,222 shares; 2024Q4: 9,843 shares; 2025Q1: 8,046 shares; 2025Q2: 5,597 shares; 2025Q3: 5,741 shares; 2025Q4: 5,578 shares 5,578 $3.8M 0.12% -163 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,990 shares; 2024Q4: 62,502 shares; 2025Q1: 73,255 shares; 2025Q2: 95,084 shares; 2025Q3: 73,844 shares; 2025Q4: 73,776 shares 73,776 $3.71M 0.12% -68 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,762 shares; 2024Q4: 14,726 shares; 2025Q1: 8,381 shares; 2025Q2: 7,015 shares; 2025Q3: 6,603 shares; 2025Q4: 6,498 shares 6,498 $3.71M 0.12% -105 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: 1,234 shares; 2024Q4: 1,496 shares; 2025Q1: 2,822 shares; 2025Q2: 2,765 shares; 2025Q3: 5,073 shares; 2025Q4: 5,398 shares 5,398 $3.7M 0.12% +325 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: 324,048 shares; 2024Q4: 324,800 shares; 2025Q1: 327,412 shares; 2025Q2: 332,340 shares; 2025Q3: 337,569 shares; 2025Q4: 21,166 shares 21,166 $3.67M 0.12% -316,403 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,154 shares; 2024Q4: 26,143 shares; 2025Q1: 24,307 shares; 2025Q2: 22,307 shares; 2025Q3: 21,952 shares; 2025Q4: 21,895 shares 21,895 $3.58M 0.11% -57 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: 36,742 shares; 2024Q4: 59,395 shares; 2025Q1: 61,445 shares; 2025Q2: 58,639 shares; 2025Q3: 59,222 shares; 2025Q4: 61,122 shares 61,122 $3.3M 0.1% +1,900 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,802 shares; 2024Q4: 92,799 shares; 2025Q1: 44,142 shares; 2025Q2: 43,888 shares; 2025Q3: 102,967 shares; 2025Q4: 119,312 shares 119,312 $3.25M 0.1% +16,345 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: 11,529 shares; 2024Q4: 10,224 shares; 2025Q1: 10,155 shares; 2025Q2: 10,176 shares; 2025Q3: 11,314 shares; 2025Q4: 10,322 shares 10,322 $3.24M 0.1% -992 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: 23,929 shares; 2024Q4: 24,912 shares; 2025Q1: 25,990 shares; 2025Q2: 25,737 shares; 2025Q3: 21,977 shares; 2025Q4: 16,430 shares 16,430 $3.09M 0.1% -5,547 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,605 shares; 2024Q4: 12,651 shares; 2025Q1: 13,189 shares; 2025Q2: 12,615 shares; 2025Q3: 10,484 shares; 2025Q4: 7,937 shares 7,937 $3.04M 0.1% -2,547 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: 185,043 shares; 2024Q4: 175,011 shares; 2025Q1: 188,070 shares; 2025Q2: 198,408 shares; 2025Q3: 202,258 shares; 2025Q4: 20,311 shares 20,311 $2.92M 0.09% -181,947 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,886 shares; 2024Q4: 14,104 shares; 2025Q1: 14,863 shares; 2025Q2: 14,611 shares; 2025Q3: 12,230 shares; 2025Q4: 9,323 shares 9,323 $2.91M 0.09% -2,907 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: 24,630 shares; 2024Q4: 20,576 shares; 2025Q1: 18,501 shares; 2025Q2: 17,649 shares; 2025Q3: 17,061 shares; 2025Q4: 17,067 shares 17,067 $2.78M 0.09% +6 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: 15,193 shares; 2024Q4: 14,142 shares; 2025Q1: 12,854 shares; 2025Q2: 12,196 shares; 2025Q3: 11,604 shares; 2025Q4: 11,183 shares 11,183 $2.76M 0.09% -421 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: 9,496 shares; 2024Q4: 9,388 shares; 2025Q1: 8,712 shares; 2025Q2: 8,513 shares; 2025Q3: 8,452 shares; 2025Q4: 8,438 shares 8,438 $2.76M 0.09% -14 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: 48,216 shares; 2024Q4: 48,665 shares; 2025Q1: 48,800 shares; 2025Q2: 36,569 shares; 2025Q3: 35,577 shares; 2025Q4: 35,906 shares 35,906 $2.51M 0.08% +329 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: 25,600 shares; 2024Q4: 24,807 shares; 2025Q1: 23,257 shares; 2025Q2: 21,775 shares; 2025Q3: 21,007 shares; 2025Q4: 19,933 shares 19,933 $2.5M 0.08% -1,074 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: 8,505 shares; 2024Q4: 8,773 shares; 2025Q1: 7,136 shares; 2025Q2: 7,136 shares; 2025Q3: 23,173 shares; 2025Q4: 23,125 shares 23,125 $2.48M 0.08% -48 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: 4,669 shares; 2024Q4: 4,646 shares; 2025Q1: 4,641 shares; 2025Q2: 4,536 shares; 2025Q3: 4,136 shares; 2025Q4: 4,136 shares 4,136 $2.37M 0.08% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 35,070 shares 35,070 $2.1M 0.07% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,522 shares; 2024Q4: 10,243 shares; 2025Q1: 9,971 shares; 2025Q2: 9,971 shares; 2025Q3: 9,972 shares; 2025Q4: 9,825 shares 9,825 $2.08M 0.07% -147 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,898 shares; 2024Q4: 13,907 shares; 2025Q1: 18,235 shares; 2025Q2: 15,932 shares; 2025Q3: 17,336 shares; 2025Q4: 17,362 shares 17,362 $2.03M 0.06% +26 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 28,000 shares 28,000 $1.97M 0.06% +14,000 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 855 shares; 2025Q3: 811 shares; 2025Q4: 564 shares 564 $1.91M 0.06% -247 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,025 shares; 2024Q4: 50,147 shares; 2025Q1: 50,597 shares; 2025Q2: 68,658 shares; 2025Q3: 84,046 shares; 2025Q4: 79,409 shares 79,409 $1.91M 0.06% -4,637 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: 12,020 shares; 2024Q4: 11,915 shares; 2025Q1: 12,689 shares; 2025Q2: 13,174 shares; 2025Q3: 14,704 shares; 2025Q4: 15,189 shares 15,189 $1.86M 0.06% +485 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: 4,742 shares; 2024Q4: 4,794 shares; 2025Q1: 3,920 shares; 2025Q2: 3,920 shares; 2025Q3: 3,920 shares; 2025Q4: 3,920 shares 3,920 $1.86M 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,641 shares; 2024Q4: 41,887 shares; 2025Q1: 41,887 shares; 2025Q2: 41,887 shares; 2025Q3: 71,792 shares; 2025Q4: 71,792 shares 71,792 $1.85M 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,442 shares; 2024Q4: 21,117 shares; 2025Q1: 30,700 shares; 2025Q2: 35,953 shares; 2025Q3: 39,306 shares; 2025Q4: 45,369 shares 45,369 $1.85M 0.06% +6,063 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,094 shares; 2024Q4: 23,443 shares; 2025Q1: 22,652 shares; 2025Q2: 21,635 shares; 2025Q3: 21,180 shares; 2025Q4: 19,994 shares 19,994 $1.8M 0.06% -1,186 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,254 shares; 2024Q4: 31,510 shares; 2025Q1: 24,786 shares; 2025Q2: 19,332 shares; 2025Q3: 17,968 shares; 2025Q4: 17,105 shares 17,105 $1.78M 0.06% -863 Timeline FLOT 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: 38,835 shares; 2024Q4: 38,835 shares; 2025Q1: 33,375 shares; 2025Q2: 33,375 shares; 2025Q3: 33,375 shares; 2025Q4: 33,375 shares 33,375 $1.7M 0.05% 0 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: 7,746 shares; 2024Q4: 7,838 shares; 2025Q1: 7,419 shares; 2025Q2: 7,140 shares; 2025Q3: 7,855 shares; 2025Q4: 8,112 shares 8,112 $1.69M 0.05% +257 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,894 shares; 2024Q4: 28,629 shares; 2025Q1: 30,139 shares; 2025Q2: 30,473 shares; 2025Q3: 33,536 shares; 2025Q4: 35,118 shares 35,118 $1.68M 0.05% +1,582 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: 60,404 shares; 2024Q4: 61,412 shares; 2025Q1: 61,033 shares; 2025Q2: 62,188 shares; 2025Q3: 57,498 shares; 2025Q4: 54,177 shares 54,177 $1.68M 0.05% -3,321 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: 10,521 shares; 2024Q4: 10,198 shares; 2025Q1: 9,185 shares; 2025Q2: 9,185 shares; 2025Q3: 9,185 shares; 2025Q4: 9,485 shares 9,485 $1.62M 0.05% +300 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: 13,331 shares; 2024Q4: 12,665 shares; 2025Q1: 14,478 shares; 2025Q2: 15,020 shares; 2025Q3: 16,380 shares; 2025Q4: 16,893 shares 16,893 $1.59M 0.05% +513 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: 221,759 shares; 2024Q4: 272,867 shares; 2025Q1: 282,715 shares; 2025Q2: 285,678 shares; 2025Q3: 15,631 shares; 2025Q4: 16,010 shares 16,010 $1.59M 0.05% +379 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,470 shares; 2024Q4: 5,470 shares; 2025Q1: 5,470 shares; 2025Q2: 5,470 shares; 2025Q3: 5,470 shares; 2025Q4: 5,470 shares 5,470 $1.57M 0.05% 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: 22,866 shares; 2024Q4: 17,613 shares; 2025Q1: 18,436 shares; 2025Q2: 18,930 shares; 2025Q3: 20,735 shares; 2025Q4: 21,091 shares 21,091 $1.55M 0.05% +356 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: 28,462 shares; 2024Q4: 30,096 shares; 2025Q1: 243,136 shares; 2025Q2: 250,574 shares; 2025Q3: 248,908 shares; 2025Q4: 6,958 shares 6,958 $1.53M 0.05% -241,950 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: 17,088 shares; 2024Q4: 16,834 shares; 2025Q1: 17,149 shares; 2025Q2: 16,878 shares; 2025Q3: 16,761 shares; 2025Q4: 13,676 shares 13,676 $1.52M 0.05% -3,085 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,563 shares; 2024Q4: 11,573 shares; 2025Q1: 12,118 shares; 2025Q2: 12,364 shares; 2025Q3: 13,367 shares; 2025Q4: 13,271 shares 13,271 $1.5M 0.05% -96 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,386 shares; 2024Q4: 5,387 shares; 2025Q1: 5,357 shares; 2025Q2: 3,010 shares; 2025Q3: 2,944 shares; 2025Q4: 2,945 shares 2,945 $1.43M 0.05% +1 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,958 shares; 2024Q4: 10,847 shares; 2025Q1: 11,605 shares; 2025Q2: 6,724 shares; 2025Q3: 5,924 shares; 2025Q4: 5,698 shares 5,698 $1.43M 0.05% -226 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: 10,355 shares; 2024Q4: 10,369 shares; 2025Q1: 10,376 shares; 2025Q2: 10,218 shares; 2025Q3: 10,226 shares; 2025Q4: 10,236 shares 10,236 $1.42M 0.05% +10 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 24,080 shares 24,080 $1.39M 0.04% +12,080 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,152 shares; 2024Q4: 287,956 shares; 2025Q1: 297,180 shares; 2025Q2: 302,452 shares; 2025Q3: 13,393 shares; 2025Q4: 10,089 shares 10,089 $1.31M 0.04% -3,304 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: 16,515 shares; 2024Q4: 16,762 shares; 2025Q1: 18,185 shares; 2025Q2: 19,003 shares; 2025Q3: 20,411 shares; 2025Q4: 21,963 shares 21,963 $1.29M 0.04% +1,552 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,582 shares; 2024Q4: 60,444 shares; 2025Q1: 63,892 shares; 2025Q2: 65,282 shares; 2025Q3: 71,773 shares; 2025Q4: 73,762 shares 73,762 $1.28M 0.04% +1,989 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,227 shares; 2024Q4: 52,555 shares; 2025Q1: 51,709 shares; 2025Q2: 36,547 shares; 2025Q3: 34,976 shares; 2025Q4: 32,647 shares 32,647 $1.18M 0.04% -2,329 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,747 shares; 2024Q4: 245,895 shares; 2025Q1: 252,203 shares; 2025Q2: 253,348 shares; 2025Q3: 10,294 shares; 2025Q4: 6,182 shares 6,182 $1.15M 0.04% -4,112 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,653 shares; 2024Q4: 14,069 shares; 2025Q1: 15,309 shares; 2025Q2: 15,324 shares; 2025Q3: 16,417 shares; 2025Q4: 20,161 shares 20,161 $1.1M 0.04% +3,744 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,317 shares 13,317 $1.08M 0.03% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,461 shares; 2024Q4: 9,763 shares; 2025Q1: 9,988 shares; 2025Q2: 9,567 shares; 2025Q3: 2,199 shares; 2025Q4: 1,874 shares 1,874 $1.08M 0.03% -325 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: 12,831 shares; 2024Q4: 12,047 shares; 2025Q1: 12,009 shares; 2025Q2: 9,002 shares; 2025Q3: 7,645 shares; 2025Q4: 7,341 shares 7,341 $1.05M 0.03% -304 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: 892 shares; 2024Q4: 10,086 shares; 2025Q1: 2,261 shares; 2025Q2: 2,610 shares; 2025Q3: 3,225 shares; 2025Q4: 2,327 shares 2,327 $1.05M 0.03% -898 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,860 shares; 2024Q4: 36,246 shares; 2025Q1: 37,679 shares; 2025Q2: 40,005 shares; 2025Q3: 40,597 shares; 2025Q4: 36,601 shares 36,601 $1.04M 0.03% -3,996 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: 35,284 shares; 2024Q4: 35,694 shares; 2025Q1: 38,772 shares; 2025Q2: 41,656 shares; 2025Q3: 42,309 shares; 2025Q4: 41,768 shares 41,768 $1.04M 0.03% -541 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,370 shares; 2024Q4: 19,428 shares; 2025Q1: 24,818 shares; 2025Q2: 23,272 shares; 2025Q3: 25,106 shares; 2025Q4: 25,810 shares 25,810 $1.02M 0.03% +704 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,249 shares; 2024Q4: 212,706 shares; 2025Q1: 13,927 shares; 2025Q2: 5,458 shares; 2025Q3: 4,894 shares; 2025Q4: 4,148 shares 4,148 $959K 0.03% -746 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: 5,136 shares; 2024Q4: 5,127 shares; 2025Q1: 5,248 shares; 2025Q2: 5,290 shares; 2025Q3: 5,613 shares; 2025Q4: 6,222 shares 6,222 $956K 0.03% +609 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,724 shares; 2025Q4: 11,724 shares 11,724 $940K 0.03% 0 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: 21,542 shares; 2024Q4: 18,685 shares; 2025Q1: 16,878 shares; 2025Q2: 16,814 shares; 2025Q3: 13,347 shares; 2025Q4: 11,151 shares 11,151 $939K 0.03% -2,196 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: not reported; 2024Q4: not reported; 2025Q1: 1,281 shares; 2025Q2: 1,235 shares; 2025Q3: 3,249 shares; 2025Q4: 3,235 shares 3,235 $939K 0.03% -14 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,827 shares; 2024Q4: 4,329 shares; 2025Q1: 4,081 shares; 2025Q2: 4,071 shares; 2025Q3: 4,098 shares; 2025Q4: 5,995 shares 5,995 $930K 0.03% +1,897 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: 1,050 shares; 2024Q4: 6,914 shares; 2025Q1: 1,619 shares; 2025Q2: 1,642 shares; 2025Q3: 1,633 shares; 2025Q4: 1,490 shares 1,490 $915K 0.03% -143 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,004 shares; 2025Q4: 9,991 shares 9,991 $894K 0.03% -13 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: 14,413 shares; 2024Q4: 16,424 shares; 2025Q1: 31,872 shares; 2025Q2: 33,822 shares; 2025Q3: 34,270 shares; 2025Q4: 34,734 shares 34,734 $863K 0.03% +464 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,004 shares; 2025Q2: 3,788 shares; 2025Q3: 4,071 shares; 2025Q4: 4,056 shares 4,056 $860K 0.03% -15 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,723 shares; 2025Q4: 21,126 shares 21,126 $836K 0.03% +403 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,961 shares; 2024Q4: 25,487 shares; 2025Q1: 25,478 shares; 2025Q2: 16,069 shares; 2025Q3: 15,976 shares; 2025Q4: 15,794 shares 15,794 $804K 0.03% -182 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,018 shares; 2024Q4: 20,018 shares; 2025Q1: 20,018 shares; 2025Q2: 18,693 shares; 2025Q3: 18,693 shares; 2025Q4: 18,693 shares 18,693 $794K 0.03% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,290 shares; 2024Q4: 9,326 shares; 2025Q1: 9,988 shares; 2025Q2: 10,304 shares; 2025Q3: 11,126 shares; 2025Q4: 11,442 shares 11,442 $766K 0.02% +316 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: 12,188 shares; 2024Q4: 12,070 shares; 2025Q1: 11,290 shares; 2025Q2: 7,804 shares; 2025Q3: 7,655 shares; 2025Q4: 6,662 shares 6,662 $758K 0.02% -993 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 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,336 shares; 2024Q4: 19,138 shares; 2025Q1: 19,138 shares; 2025Q2: 19,138 shares; 2025Q3: 19,138 shares; 2025Q4: 19,138 shares 19,138 $748K 0.02% 0 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: 24,634 shares; 2024Q4: 22,055 shares; 2025Q1: 20,042 shares; 2025Q2: 13,920 shares; 2025Q3: 13,113 shares; 2025Q4: 11,366 shares 11,366 $724K 0.02% -1,747 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: 5,730 shares; 2024Q4: 5,508 shares; 2025Q1: 6,108 shares; 2025Q2: 5,708 shares; 2025Q3: 5,974 shares; 2025Q4: 6,021 shares 6,021 $694K 0.02% +47 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,184 shares; 2025Q4: 5,184 shares 5,184 $686K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 2,384 shares; 2025Q1: 2,194 shares; 2025Q2: 2,182 shares; 2025Q3: 2,191 shares; 2025Q4: 1,946 shares 1,946 $684K 0.02% -245 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,081 shares; 2025Q2: 3,081 shares; 2025Q3: 3,084 shares; 2025Q4: 3,081 shares 3,081 $612K 0.02% -3 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: 3,427 shares; 2024Q4: 3,256 shares; 2025Q1: 3,026 shares; 2025Q2: 3,080 shares; 2025Q3: 3,129 shares; 2025Q4: 3,105 shares 3,105 $606K 0.02% -24 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: 64,508 shares; 2024Q4: 64,770 shares; 2025Q1: 64,127 shares; 2025Q2: 18,856 shares; 2025Q3: 16,219 shares; 2025Q4: 12,915 shares 12,915 $577K 0.02% -3,304 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,180 shares; 2024Q4: 13,180 shares; 2025Q1: 13,180 shares; 2025Q2: 9,506 shares; 2025Q3: 9,506 shares; 2025Q4: 9,506 shares 9,506 $574K 0.02% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,255 shares; 2024Q4: 6,296 shares; 2025Q1: 7,467 shares; 2025Q2: 7,896 shares; 2025Q3: 8,667 shares; 2025Q4: 7,958 shares 7,958 $574K 0.02% -709 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,214 shares; 2024Q4: 4,214 shares; 2025Q1: 4,214 shares; 2025Q2: 2,585 shares; 2025Q3: 2,585 shares; 2025Q4: 2,612 shares 2,612 $567K 0.02% +27 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: 7,580 shares; 2024Q4: 5,692 shares; 2025Q1: 5,683 shares; 2025Q2: 5,297 shares; 2025Q3: 5,297 shares; 2025Q4: 5,297 shares 5,297 $565K 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,181 shares; 2024Q4: 5,288 shares; 2025Q1: 5,259 shares; 2025Q2: 5,263 shares; 2025Q3: 4,926 shares; 2025Q4: 4,093 shares 4,093 $543K 0.02% -833 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: 3,168 shares; 2024Q4: 3,174 shares; 2025Q1: 3,138 shares; 2025Q2: 2,843 shares; 2025Q3: 2,802 shares; 2025Q4: 2,190 shares 2,190 $539K 0.02% -612 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,319 shares; 2024Q4: 5,749 shares; 2025Q1: 4,124 shares; 2025Q2: 4,212 shares; 2025Q3: 4,936 shares; 2025Q4: 4,929 shares 4,929 $526K 0.02% -7 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 2,813 shares; 2025Q1: 2,813 shares; 2025Q2: 2,813 shares; 2025Q3: 2,813 shares; 2025Q4: 2,813 shares 2,813 $519K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,735 shares; 2024Q4: 26,663 shares; 2025Q1: 9,162 shares; 2025Q2: 9,572 shares; 2025Q3: 17,622 shares; 2025Q4: 17,235 shares 17,235 $518K 0.02% -387 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,100 shares; 2025Q3: 3,102 shares; 2025Q4: 6,903 shares 6,903 $508K 0.02% +3,801 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: 4,842 shares; 2024Q4: 5,277 shares; 2025Q1: 5,269 shares; 2025Q2: 5,255 shares; 2025Q3: 5,224 shares; 2025Q4: 5,122 shares 5,122 $492K 0.02% -102 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: not reported; 2024Q4: 3,944 shares; 2025Q1: 3,944 shares; 2025Q2: 3,740 shares; 2025Q3: 3,740 shares; 2025Q4: 11,404 shares 11,404 $487K 0.02% +7,664 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,848 shares; 2024Q4: 1,813 shares; 2025Q1: 1,814 shares; 2025Q2: 1,835 shares; 2025Q3: 1,847 shares; 2025Q4: 1,664 shares 1,664 $483K 0.02% -183 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: 1,581 shares; 2024Q4: 1,575 shares; 2025Q1: 1,574 shares; 2025Q2: 1,574 shares; 2025Q3: 1,575 shares; 2025Q4: 1,631 shares 1,631 $479K 0.02% +56 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,782 shares; 2024Q4: 5,048 shares; 2025Q1: 4,357 shares; 2025Q2: 4,118 shares; 2025Q3: 4,118 shares; 2025Q4: 4,868 shares 4,868 $473K 0.02% +750 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: 1,056 shares; 2024Q4: 1,623 shares; 2025Q1: 897 shares; 2025Q2: 886 shares; 2025Q3: 826 shares; 2025Q4: 1,400 shares 1,400 $469K 0.01% +574 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: 3,919 shares; 2025Q2: not reported; 2025Q3: 2,695 shares; 2025Q4: 4,800 shares 4,800 $447K 0.01% +2,105 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: 2,692 shares; 2024Q4: 2,670 shares; 2025Q1: 2,546 shares; 2025Q2: 2,276 shares; 2025Q3: 2,141 shares; 2025Q4: 2,063 shares 2,063 $442K 0.01% -78 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: 2,894 shares; 2024Q4: 3,929 shares; 2025Q1: 3,030 shares; 2025Q2: 2,625 shares; 2025Q3: 2,691 shares; 2025Q4: 2,852 shares 2,852 $441K 0.01% +161 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 2,024 shares; 2025Q1: 1,442 shares; 2025Q2: 1,443 shares; 2025Q3: 1,274 shares; 2025Q4: 1,234 shares 1,234 $432K 0.01% -40 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: 4,274 shares; 2024Q4: 3,846 shares; 2025Q1: 3,897 shares; 2025Q2: 3,751 shares; 2025Q3: 5,739 shares; 2025Q4: 4,552 shares 4,552 $427K 0.01% -1,187 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,858 shares; 2025Q4: 9,433 shares 9,433 $419K 0.01% -3,425 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,994 shares; 2024Q4: not reported; 2025Q1: 16,774 shares; 2025Q2: 14,736 shares; 2025Q3: 8,552 shares; 2025Q4: 6,557 shares 6,557 $410K 0.01% -1,995 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,218 shares; 2024Q4: 3,218 shares; 2025Q1: 3,218 shares; 2025Q2: 3,212 shares; 2025Q3: 3,212 shares; 2025Q4: 3,212 shares 3,212 $395K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: not reported; 2025Q1: 383 shares; 2025Q2: 483 shares; 2025Q3: 469 shares; 2025Q4: 469 shares 469 $385K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 8,846 shares; 2025Q2: 4,696 shares; 2025Q3: 4,151 shares; 2025Q4: 4,150 shares 4,150 $379K 0.01% -1 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,206 shares; 2024Q4: 89,678 shares; 2025Q1: 88,784 shares; 2025Q2: 80,893 shares; 2025Q3: 15,975 shares; 2025Q4: 9,611 shares 9,611 $376K 0.01% -6,364 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 613 shares; 2025Q1: not reported; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 565 shares 565 $369K 0.01% +3 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: 3,044 shares; 2024Q4: 2,496 shares; 2025Q1: 1,767 shares; 2025Q2: 1,767 shares; 2025Q3: 2,255 shares; 2025Q4: 1,879 shares 1,879 $366K 0.01% -376 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,421 shares; 2024Q4: 4,421 shares; 2025Q1: 4,421 shares; 2025Q2: 4,421 shares; 2025Q3: 4,421 shares; 2025Q4: 4,421 shares 4,421 $365K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,576 shares; 2024Q4: 5,284 shares; 2025Q1: 5,276 shares; 2025Q2: 5,202 shares; 2025Q3: 5,307 shares; 2025Q4: 4,579 shares 4,579 $363K 0.01% -728 Timeline EMB 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: 3,771 shares; 2025Q4: 3,671 shares 3,671 $353K 0.01% -100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 891 shares 891 $353K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,546 shares; 2024Q4: 1,494 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,467 shares; 2025Q4: 1,543 shares 1,543 $351K 0.01% +76 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: 1,743 shares; 2024Q4: 1,502 shares; 2025Q1: 1,205 shares; 2025Q2: 1,205 shares; 2025Q3: 1,214 shares; 2025Q4: 1,244 shares 1,244 $337K 0.01% +30 Timeline BP BP PLC More: the full row for BP 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: 8,881 shares; 2025Q2: 8,881 shares; 2025Q3: 8,881 shares; 2025Q4: 8,881 shares 8,881 $308K 0.01% 0 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: 603 shares; 2024Q4: 617 shares; 2025Q1: 707 shares; 2025Q2: 606 shares; 2025Q3: 621 shares; 2025Q4: 652 shares 652 $304K 0.01% +31 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,898 shares; 2025Q4: 5,898 shares 5,898 $302K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,250 shares; 2024Q4: 12,250 shares; 2025Q1: 12,250 shares; 2025Q2: 12,250 shares; 2025Q3: 12,250 shares; 2025Q4: 14,250 shares 14,250 $297K 0.01% +2,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 605 shares; 2025Q1: 576 shares; 2025Q2: 614 shares; 2025Q3: 618 shares; 2025Q4: 612 shares 612 $294K 0.01% -6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843 shares; 2024Q4: 1,843 shares; 2025Q1: 1,843 shares; 2025Q2: 1,843 shares; 2025Q3: 1,843 shares; 2025Q4: 1,843 shares 1,843 $292K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,049 shares; 2025Q3: 3,049 shares; 2025Q4: 3,050 shares 3,050 $287K 0.01% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,750 shares; 2025Q4: 5,750 shares 5,750 $286K 0.01% 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: 1,487 shares; 2024Q4: 1,487 shares; 2025Q1: 1,353 shares; 2025Q2: 1,353 shares; 2025Q3: 1,353 shares; 2025Q4: 1,353 shares 1,353 $285K 0.01% 0 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: 2,677 shares; 2024Q4: 2,800 shares; 2025Q1: 2,758 shares; 2025Q2: 3,439 shares; 2025Q3: 1,439 shares; 2025Q4: 1,439 shares 1,439 $276K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,511 shares 1,511 $272K 0.01% new 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: 3,480 shares; 2024Q4: 3,482 shares; 2025Q1: 3,330 shares; 2025Q2: 3,318 shares; 2025Q3: 3,425 shares; 2025Q4: 3,401 shares 3,401 $269K 0.01% -24 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: 1,260 shares; 2024Q4: 1,262 shares; 2025Q1: 1,058 shares; 2025Q2: 1,040 shares; 2025Q3: 1,148 shares; 2025Q4: 1,168 shares 1,168 $267K 0.01% +20 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: 733 shares; 2024Q4: 734 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 916 shares 916 $265K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,409 shares; 2025Q3: 1,538 shares; 2025Q4: 1,547 shares 1,547 $265K 0.01% +9 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,277 shares; 2025Q1: 1,273 shares; 2025Q2: 1,080 shares; 2025Q3: 1,073 shares; 2025Q4: 1,210 shares 1,210 $263K 0.01% +137 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,738 shares; 2024Q4: 6,740 shares; 2025Q1: 6,826 shares; 2025Q2: 5,005 shares; 2025Q3: 4,849 shares; 2025Q4: 4,866 shares 4,866 $257K 0.01% +17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,702 shares; 2025Q4: 3,690 shares 3,690 $248K 0.01% -12 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: 1,921 shares; 2024Q4: not reported; 2025Q1: 847 shares; 2025Q2: 660 shares; 2025Q3: 643 shares; 2025Q4: 668 shares 668 $247K 0.01% +25 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: 1,514 shares; 2025Q4: 1,363 shares 1,363 $242K 0.01% -151 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 1,100 shares; 2025Q4: 1,100 shares 1,100 $239K 0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,317 shares; 2025Q1: 4,244 shares; 2025Q2: 4,244 shares; 2025Q3: 4,192 shares; 2025Q4: 4,178 shares 4,178 $237K 0.01% -14 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 719 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 576 shares; 2025Q4: 502 shares 502 $236K 0.01% -74 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: 7,102 shares; 2024Q4: 6,062 shares; 2025Q1: 5,943 shares; 2025Q2: 5,180 shares; 2025Q3: 5,454 shares; 2025Q4: 4,066 shares 4,066 $224K 0.01% -1,388 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,789 shares; 2025Q4: 2,788 shares 2,788 $222K 0.01% -1 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,386 shares; 2025Q4: 4,351 shares 4,351 $219K 0.01% -35 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,006 shares 1,006 $215K 0.01% new 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: 1,053 shares; 2024Q4: 885 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 668 shares; 2025Q4: 656 shares 656 $212K 0.01% -12 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,695 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,749 shares 1,749 $209K 0.01% new 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: not reported; 2025Q4: 193 shares 193 $206K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,208 shares; 2024Q4: 2,646 shares; 2025Q1: 2,590 shares; 2025Q2: 2,388 shares; 2025Q3: 2,309 shares; 2025Q4: 2,309 shares 2,309 $202K 0.01% 0 Timeline