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: 48,611 shares; 2024Q4: 64,518 shares; 2025Q1: 88,551 shares; 2025Q2: 85,299 shares; 2025Q3: 80,440 shares 80,440 $49.3M 8.77% -4,859 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124,857 shares; 2025Q3: 338,631 shares 338,631 $19.5M 3.46% +213,774 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: 64,020 shares; 2024Q4: 67,159 shares; 2025Q1: 69,824 shares; 2025Q2: 71,920 shares; 2025Q3: 74,507 shares 74,507 $19M 3.38% +2,587 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,339 shares; 2024Q4: 47,112 shares; 2025Q1: 80,137 shares; 2025Q2: 90,553 shares; 2025Q3: 72,116 shares 72,116 $18.3M 3.26% -18,437 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: 157,846 shares; 2024Q4: 223,907 shares; 2025Q1: 407,774 shares; 2025Q2: 394,671 shares; 2025Q3: 242,639 shares 242,639 $18M 3.21% -152,032 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: 70,201 shares; 2024Q4: 70,510 shares; 2025Q1: 60,849 shares; 2025Q2: 56,661 shares; 2025Q3: 53,864 shares 53,864 $17.7M 3.15% -2,797 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,231 shares; 2025Q3: 180,130 shares 180,130 $16.8M 2.99% +110,899 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 650 shares; 2025Q1: 1,083 shares; 2025Q2: 11,766 shares; 2025Q3: 25,426 shares 25,426 $15.3M 2.72% +13,660 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,064 shares; 2024Q4: 61,084 shares; 2025Q1: 95,270 shares; 2025Q2: 82,331 shares; 2025Q3: 68,780 shares 68,780 $14.8M 2.64% -13,551 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: 20,370 shares; 2024Q4: 20,550 shares; 2025Q1: 20,604 shares; 2025Q2: 24,296 shares; 2025Q3: 27,085 shares 27,085 $14M 2.5% +2,789 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: 253,095 shares; 2024Q4: 266,349 shares; 2025Q1: 271,573 shares; 2025Q2: 249,553 shares; 2025Q3: 194,600 shares 194,600 $11.7M 2.08% -54,953 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: 133,852 shares; 2024Q4: 112,015 shares; 2025Q1: 111,363 shares; 2025Q2: 117,217 shares; 2025Q3: 123,727 shares 123,727 $10.5M 1.86% +6,510 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: 38,904 shares; 2024Q4: 38,808 shares; 2025Q1: 37,638 shares; 2025Q2: 30,797 shares; 2025Q3: 28,520 shares 28,520 $9M 1.6% -2,277 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: 3,303 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,488 shares; 2025Q3: 326,525 shares 326,525 $8.91M 1.59% +247,037 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,907 shares; 2024Q4: 43,232 shares; 2025Q1: 48,519 shares; 2025Q2: 48,299 shares; 2025Q3: 46,817 shares 46,817 $8.73M 1.55% -1,482 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: 134,192 shares; 2024Q4: 164,814 shares; 2025Q1: 129,543 shares; 2025Q2: 100,571 shares; 2025Q3: 57,303 shares 57,303 $8.08M 1.44% -43,268 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: 20,424 shares; 2024Q4: 25,567 shares; 2025Q1: 32,108 shares; 2025Q2: 38,521 shares; 2025Q3: 43,279 shares 43,279 $8.07M 1.44% +4,758 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: 22,698 shares; 2024Q4: 22,556 shares; 2025Q1: 17,108 shares; 2025Q2: 15,126 shares; 2025Q3: 14,589 shares 14,589 $7M 1.25% -537 Timeline VTC 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: 133,986 shares; 2024Q4: 114,708 shares; 2025Q1: 111,067 shares; 2025Q2: 109,251 shares; 2025Q3: 82,799 shares 82,799 $6.49M 1.16% -26,452 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,948 shares; 2024Q4: 15,889 shares; 2025Q1: 21,899 shares; 2025Q2: 16,260 shares; 2025Q3: 8,626 shares 8,626 $6.44M 1.15% -7,634 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: 34,034 shares; 2024Q4: 33,749 shares; 2025Q1: 31,228 shares; 2025Q2: 29,820 shares; 2025Q3: 29,133 shares 29,133 $6.4M 1.14% -687 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,033 shares; 2024Q4: 43,280 shares; 2025Q1: 41,740 shares; 2025Q2: 39,073 shares; 2025Q3: 32,551 shares 32,551 $5.28M 0.94% -6,522 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,183 shares; 2024Q4: 4,131 shares; 2025Q1: 4,006 shares; 2025Q2: 14,305 shares; 2025Q3: 28,971 shares 28,971 $5.06M 0.9% +14,666 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: 9,023 shares; 2024Q4: 9,486 shares; 2025Q1: 8,585 shares; 2025Q2: 7,148 shares; 2025Q3: 6,720 shares 6,720 $4.93M 0.88% -428 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: 4,002 shares; 2024Q4: 3,865 shares; 2025Q1: 6,071 shares; 2025Q2: 13,419 shares; 2025Q3: 24,693 shares 24,693 $4.58M 0.81% +11,274 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: 24,151 shares; 2024Q4: 24,061 shares; 2025Q1: 20,090 shares; 2025Q2: 19,312 shares; 2025Q3: 18,721 shares 18,721 $4.55M 0.81% -591 Timeline GOVT 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: 79,171 shares; 2025Q3: 195,493 shares 195,493 $4.52M 0.8% +116,322 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,313 shares; 2024Q4: 160,391 shares; 2025Q1: 141,080 shares; 2025Q2: 118,579 shares; 2025Q3: 80,418 shares 80,418 $4.36M 0.78% -38,161 Timeline VCIT 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: 17,153 shares; 2025Q3: 51,737 shares 51,737 $4.35M 0.77% +34,584 Timeline SPMB 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: 70,467 shares; 2025Q3: 190,855 shares 190,855 $4.28M 0.76% +120,388 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: 6,333 shares; 2024Q4: 6,331 shares; 2025Q1: 6,640 shares; 2025Q2: 6,636 shares; 2025Q3: 6,354 shares 6,354 $4.23M 0.75% -282 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: 4,890 shares; 2025Q1: 4,800 shares; 2025Q2: 4,300 shares; 2025Q3: 3,558 shares 3,558 $4.15M 0.74% -742 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 14,549 shares; 2025Q3: 34,568 shares 34,568 $4.13M 0.74% +20,019 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: 17,164 shares; 2024Q4: 24,413 shares; 2025Q1: 34,920 shares; 2025Q2: 27,669 shares; 2025Q3: 14,018 shares 14,018 $4.12M 0.73% -13,651 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: 46,730 shares; 2024Q4: 45,751 shares; 2025Q1: 44,563 shares; 2025Q2: 41,604 shares; 2025Q3: 34,767 shares 34,767 $3.92M 0.7% -6,837 Timeline USHY 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: 9,012 shares; 2025Q3: 101,244 shares 101,244 $3.83M 0.68% +92,232 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: 676 shares; 2024Q4: 724 shares; 2025Q1: 1,554 shares; 2025Q2: 4,948 shares; 2025Q3: 9,344 shares 9,344 $3.79M 0.67% +4,396 Timeline ITOT 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: 10,193 shares; 2024Q4: 12,720 shares; 2025Q1: 14,310 shares; 2025Q2: 25,799 shares; 2025Q3: 25,799 shares 25,799 $3.76M 0.67% 0 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: 10,005 shares; 2024Q4: 9,272 shares; 2025Q1: 8,503 shares; 2025Q2: 7,455 shares; 2025Q3: 6,989 shares 6,989 $3.51M 0.63% -466 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: not reported; 2024Q4: not reported; 2025Q1: 8,202 shares; 2025Q2: 29,300 shares; 2025Q3: 50,882 shares 50,882 $3.48M 0.62% +21,582 Timeline SHYG 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: 25,648 shares; 2025Q3: 75,577 shares 75,577 $3.27M 0.58% +49,929 Timeline DFAS 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: 15,585 shares; 2025Q2: 42,567 shares; 2025Q3: 45,758 shares 45,758 $3.13M 0.56% +3,191 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: not reported; 2024Q4: not reported; 2025Q1: 2,473 shares; 2025Q2: 10,218 shares; 2025Q3: 20,009 shares 20,009 $3.11M 0.55% +9,791 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,994 shares; 2025Q1: 3,821 shares; 2025Q2: 10,371 shares; 2025Q3: 13,661 shares 13,661 $2.8M 0.5% +3,290 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: 12,371 shares; 2024Q4: 12,118 shares; 2025Q1: 12,543 shares; 2025Q2: 14,069 shares; 2025Q3: 14,842 shares 14,842 $2.73M 0.49% +773 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: 89,361 shares; 2024Q4: 87,603 shares; 2025Q1: 82,002 shares; 2025Q2: 59,411 shares; 2025Q3: 32,408 shares 32,408 $2.72M 0.48% -27,003 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: 15,244 shares; 2024Q4: 14,129 shares; 2025Q1: 13,029 shares; 2025Q2: 11,865 shares; 2025Q3: 10,983 shares 10,983 $2.67M 0.48% -882 Timeline SPEM 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: 24,752 shares; 2025Q3: 54,078 shares 54,078 $2.53M 0.45% +29,326 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: 3,071 shares; 2024Q4: 3,075 shares; 2025Q1: 3,830 shares; 2025Q2: 9,468 shares; 2025Q3: 16,450 shares 16,450 $2.53M 0.45% +6,982 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: 6,202 shares; 2024Q4: 6,202 shares; 2025Q1: 6,450 shares; 2025Q2: 21,552 shares; 2025Q3: 33,453 shares 33,453 $2.53M 0.45% +11,901 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: not reported; 2025Q1: 3,597 shares; 2025Q2: 27,119 shares; 2025Q3: 50,969 shares 50,969 $2.5M 0.44% +23,850 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: 53,465 shares; 2024Q4: 52,922 shares; 2025Q1: 51,913 shares; 2025Q2: 47,549 shares; 2025Q3: 37,497 shares 37,497 $2.49M 0.44% -10,052 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: 127,697 shares; 2024Q4: 127,226 shares; 2025Q1: 120,877 shares; 2025Q2: 90,258 shares; 2025Q3: 47,419 shares 47,419 $2.39M 0.43% -42,839 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: 2,762 shares; 2024Q4: 3,065 shares; 2025Q1: 3,602 shares; 2025Q2: 4,842 shares; 2025Q3: 5,303 shares 5,303 $2.36M 0.42% +461 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: 2,129 shares; 2024Q4: 2,084 shares; 2025Q1: 1,505 shares; 2025Q2: 2,906 shares; 2025Q3: 6,706 shares 6,706 $2.32M 0.41% +3,800 Timeline GRMN GARMIN LTD More: the full row for GARMIN 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: 4,453 shares; 2025Q3: 9,036 shares 9,036 $2.22M 0.4% +4,583 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: 15,648 shares; 2024Q4: 13,601 shares; 2025Q1: 11,102 shares; 2025Q2: 9,060 shares; 2025Q3: 7,733 shares 7,733 $2.18M 0.39% -1,327 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: 1,353 shares; 2024Q4: 2,363 shares; 2025Q1: 3,763 shares; 2025Q2: 5,773 shares; 2025Q3: 6,532 shares 6,532 $2.15M 0.38% +759 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,941 shares; 2024Q4: 61,177 shares; 2025Q1: 59,330 shares; 2025Q2: 44,442 shares; 2025Q3: 23,095 shares 23,095 $2.15M 0.38% -21,347 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: 20,671 shares; 2024Q4: 21,564 shares; 2025Q1: 22,215 shares; 2025Q2: 21,031 shares; 2025Q3: 18,617 shares 18,617 $2.13M 0.38% -2,414 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: 59,167 shares; 2024Q4: 55,980 shares; 2025Q1: 55,514 shares; 2025Q2: 51,188 shares; 2025Q3: 44,799 shares 44,799 $1.97M 0.35% -6,389 Timeline DFLV 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: 20,062 shares; 2025Q2: 54,333 shares; 2025Q3: 59,138 shares 59,138 $1.95M 0.35% +4,805 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: 9,807 shares; 2024Q4: 9,373 shares; 2025Q1: 7,758 shares; 2025Q2: 6,386 shares; 2025Q3: 5,664 shares 5,664 $1.93M 0.34% -722 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,967 shares; 2024Q4: 17,460 shares; 2025Q1: 16,628 shares; 2025Q2: 14,610 shares; 2025Q3: 28,925 shares 28,925 $1.91M 0.34% +14,315 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: 19,041 shares; 2024Q4: 18,280 shares; 2025Q1: 14,860 shares; 2025Q2: 14,240 shares; 2025Q3: 13,378 shares 13,378 $1.87M 0.33% -862 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: 917 shares; 2024Q4: 758 shares; 2025Q1: 571 shares; 2025Q2: 415 shares; 2025Q3: 346 shares 346 $1.87M 0.33% -69 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,555 shares; 2025Q3: 14,098 shares 14,098 $1.86M 0.33% +7,543 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: not reported; 2025Q2: 9,535 shares; 2025Q3: 15,205 shares 15,205 $1.85M 0.33% +5,670 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: 10,225 shares; 2024Q4: 9,803 shares; 2025Q1: 9,847 shares; 2025Q2: 8,955 shares; 2025Q3: 6,515 shares 6,515 $1.84M 0.33% -2,440 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,560 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,880 shares; 2025Q3: 28,797 shares 28,797 $1.82M 0.32% +13,917 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,352 shares; 2024Q4: 39,612 shares; 2025Q1: 43,246 shares; 2025Q2: 29,362 shares; 2025Q3: 18,984 shares 18,984 $1.81M 0.32% -10,378 Timeline SPTL 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: 32,512 shares; 2025Q3: 66,920 shares 66,920 $1.8M 0.32% +34,408 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,470 shares; 2025Q2: 33,783 shares; 2025Q3: 62,581 shares 62,581 $1.77M 0.32% +28,798 Timeline DFIC 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: 23,154 shares; 2025Q2: 48,587 shares; 2025Q3: 53,083 shares 53,083 $1.74M 0.31% +4,496 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: 16,583 shares; 2024Q4: 16,363 shares; 2025Q1: 14,784 shares; 2025Q2: 10,623 shares; 2025Q3: 6,241 shares 6,241 $1.7M 0.3% -4,382 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,320 shares; 2024Q4: 72,783 shares; 2025Q1: 70,251 shares; 2025Q2: 53,993 shares; 2025Q3: 37,142 shares 37,142 $1.7M 0.3% -16,851 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: 47,911 shares; 2024Q4: 45,666 shares; 2025Q1: 41,066 shares; 2025Q2: 29,809 shares; 2025Q3: 20,069 shares 20,069 $1.7M 0.3% -9,740 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: not reported; 2024Q4: not reported; 2025Q1: 12,139 shares; 2025Q2: 37,375 shares; 2025Q3: 60,022 shares 60,022 $1.7M 0.3% +22,647 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: 34,567 shares; 2024Q4: 33,725 shares; 2025Q1: 30,971 shares; 2025Q2: 24,080 shares; 2025Q3: 13,584 shares 13,584 $1.68M 0.3% -10,496 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: 7,410 shares; 2024Q4: 6,723 shares; 2025Q1: 5,909 shares; 2025Q2: 7,644 shares; 2025Q3: 10,072 shares 10,072 $1.68M 0.3% +2,428 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,980 shares; 2025Q3: 3,911 shares 3,911 $1.65M 0.29% +1,931 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,900 shares; 2025Q3: 12,167 shares 12,167 $1.6M 0.28% +5,267 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE 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: 2,741 shares; 2025Q3: 5,437 shares 5,437 $1.57M 0.28% +2,696 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: 3,508 shares; 2024Q4: 2,827 shares; 2025Q1: 2,900 shares; 2025Q2: 2,805 shares; 2025Q3: 10,731 shares 10,731 $1.51M 0.27% +7,926 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: 13,449 shares; 2024Q4: 12,571 shares; 2025Q1: 9,009 shares; 2025Q2: 6,677 shares; 2025Q3: 5,319 shares 5,319 $1.49M 0.26% -1,358 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,737 shares; 2025Q3: 14,392 shares 14,392 $1.48M 0.26% +7,655 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,710 shares; 2024Q4: 14,149 shares; 2025Q1: 20,097 shares; 2025Q2: 32,157 shares; 2025Q3: 31,861 shares 31,861 $1.48M 0.26% -296 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,935 shares; 2024Q4: 38,854 shares; 2025Q1: 36,407 shares; 2025Q2: 24,548 shares; 2025Q3: 11,742 shares 11,742 $1.44M 0.26% -12,806 Timeline SPSB 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: 24,562 shares; 2025Q3: 47,223 shares 47,223 $1.43M 0.25% +22,661 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: 99,411 shares; 2024Q4: 71,392 shares; 2025Q1: 82,946 shares; 2025Q2: 67,503 shares; 2025Q3: 55,011 shares 55,011 $1.4M 0.25% -12,492 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,191 shares; 2025Q3: 5,054 shares 5,054 $1.37M 0.24% +2,863 Timeline NYF 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: 14,329 shares; 2025Q1: 18,720 shares; 2025Q2: 26,700 shares; 2025Q3: 25,197 shares 25,197 $1.34M 0.24% -1,503 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,117 shares; 2024Q4: 37,525 shares; 2025Q1: 28,630 shares; 2025Q2: 17,713 shares; 2025Q3: 13,370 shares 13,370 $1.28M 0.23% -4,343 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: 4,238 shares; 2024Q4: 4,161 shares; 2025Q1: 3,156 shares; 2025Q2: 2,460 shares; 2025Q3: 2,198 shares 2,198 $1.25M 0.22% -262 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: 1,906 shares; 2024Q4: 2,108 shares; 2025Q1: 3,084 shares; 2025Q2: 8,518 shares; 2025Q3: 14,515 shares 14,515 $1.22M 0.22% +5,997 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,542 shares; 2024Q4: 115,350 shares; 2025Q1: 89,643 shares; 2025Q2: 74,964 shares; 2025Q3: 22,345 shares 22,345 $1.11M 0.2% -52,619 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES 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: not reported; 2025Q1: not reported; 2025Q2: 37,736 shares; 2025Q3: 96,509 shares 96,509 $1.08M 0.19% +58,773 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: not reported; 2024Q4: 471 shares; 2025Q1: 559 shares; 2025Q2: 858 shares; 2025Q3: 881 shares 881 $1.06M 0.19% +23 Timeline CUBE CUBESMART More: the full row for CUBESMART 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: 10,285 shares; 2025Q3: 25,611 shares 25,611 $1.04M 0.19% +15,326 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM 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: 5,401 shares; 2025Q3: 9,137 shares 9,137 $1.03M 0.18% +3,736 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,831 shares; 2025Q3: 38,714 shares 38,714 $1.02M 0.18% +17,883 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,625 shares; 2025Q3: 19,821 shares 19,821 $1.01M 0.18% +7,196 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,632 shares; 2024Q4: 24,984 shares; 2025Q1: 18,460 shares; 2025Q2: 13,740 shares; 2025Q3: 12,539 shares 12,539 $989K 0.18% -1,201 Timeline MC MOELIS & CO More: the full row for MOELIS & 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: not reported; 2025Q2: 6,846 shares; 2025Q3: 13,812 shares 13,812 $985K 0.18% +6,966 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,704 shares; 2024Q4: 15,601 shares; 2025Q1: 15,855 shares; 2025Q2: 13,565 shares; 2025Q3: 5,038 shares 5,038 $943K 0.17% -8,527 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: 22,801 shares; 2024Q4: 20,146 shares; 2025Q1: 20,157 shares; 2025Q2: 15,751 shares; 2025Q3: 11,176 shares 11,176 $934K 0.17% -4,575 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: 23,757 shares; 2024Q4: 20,142 shares; 2025Q1: 20,500 shares; 2025Q2: 14,732 shares; 2025Q3: 6,696 shares 6,696 $928K 0.17% -8,036 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: not reported; 2024Q4: not reported; 2025Q1: 968 shares; 2025Q2: 2,712 shares; 2025Q3: 3,742 shares 3,742 $923K 0.16% +1,030 Timeline HSY HERSHEY CO More: the full row for HERSHEY 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: not reported; 2025Q2: 2,413 shares; 2025Q3: 4,867 shares 4,867 $910K 0.16% +2,454 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,946 shares; 2025Q3: 18,021 shares 18,021 $909K 0.16% +3,075 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: 49,245 shares; 2024Q4: 24,207 shares; 2025Q1: 19,822 shares; 2025Q2: 17,572 shares; 2025Q3: 12,016 shares 12,016 $883K 0.16% -5,556 Timeline SNA SNAP ON INC More: the full row for SNAP ON 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: 1,132 shares; 2025Q3: 2,510 shares 2,510 $870K 0.15% +1,378 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,540 shares; 2025Q3: 4,281 shares 4,281 $860K 0.15% +741 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,160 shares; 2024Q4: 11,361 shares; 2025Q1: 12,778 shares; 2025Q2: 9,751 shares; 2025Q3: 4,385 shares 4,385 $843K 0.15% -5,366 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,823 shares; 2024Q4: 37,273 shares; 2025Q1: 34,278 shares; 2025Q2: 27,237 shares; 2025Q3: 10,240 shares 10,240 $835K 0.15% -16,997 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: 2,191 shares; 2024Q4: 2,213 shares; 2025Q1: 2,271 shares; 2025Q2: 3,796 shares; 2025Q3: 3,944 shares 3,944 $830K 0.15% +148 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,205 shares; 2025Q3: 6,428 shares 6,428 $815K 0.15% +1,223 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: 11,603 shares; 2024Q4: 13,893 shares; 2025Q1: 11,164 shares; 2025Q2: 9,306 shares; 2025Q3: 9,265 shares 9,265 $809K 0.14% -41 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,666 shares; 2024Q4: 68,665 shares; 2025Q1: 80,942 shares; 2025Q2: 51,450 shares; 2025Q3: 18,691 shares 18,691 $807K 0.14% -32,759 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: 1,905 shares; 2024Q4: 1,995 shares; 2025Q1: 2,131 shares; 2025Q2: 3,059 shares; 2025Q3: 2,851 shares 2,851 $804K 0.14% -208 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 769,082 shares; 2024Q4: 752,768 shares; 2025Q1: 724,137 shares; 2025Q2: 495,273 shares; 2025Q3: 177,075 shares 177,075 $804K 0.14% -318,198 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL 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: 11,203 shares; 2025Q3: 22,262 shares 22,262 $786K 0.14% +11,059 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: 509 shares; 2024Q4: 599 shares; 2025Q1: 738 shares; 2025Q2: 1,010 shares; 2025Q3: 1,024 shares 1,024 $782K 0.14% +14 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: 1,910 shares; 2024Q4: 1,909 shares; 2025Q1: 1,997 shares; 2025Q2: 2,278 shares; 2025Q3: 2,338 shares 2,338 $777K 0.14% +60 Timeline MMM 3M CO More: the full row for 3M 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: not reported; 2025Q2: 3,954 shares; 2025Q3: 4,989 shares 4,989 $774K 0.14% +1,035 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 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: 3,274 shares; 2025Q3: 5,642 shares 5,642 $767K 0.14% +2,368 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: 2,671 shares; 2025Q2: 3,822 shares; 2025Q3: 4,077 shares 4,077 $744K 0.13% +255 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP 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: 7,919 shares; 2025Q3: 16,630 shares 16,630 $740K 0.13% +8,711 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA 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: 3,677 shares 3,677 $719K 0.13% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,838 shares; 2024Q4: 9,951 shares; 2025Q1: 8,841 shares; 2025Q2: 7,376 shares; 2025Q3: 6,526 shares 6,526 $711K 0.13% -850 Timeline KEY KEYCORP More: the full row for KEYCORP 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: 18,695 shares; 2025Q3: 37,783 shares 37,783 $706K 0.13% +19,088 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: 4,128 shares; 2024Q4: 5,203 shares; 2025Q1: 5,742 shares; 2025Q2: 6,731 shares; 2025Q3: 6,803 shares 6,803 $701K 0.12% +72 Timeline SYY SYSCO CORP More: the full row for SYSCO 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: not reported; 2025Q2: 17,966 shares; 2025Q3: 8,504 shares 8,504 $700K 0.12% -9,462 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 2,588 shares 2,588 $699K 0.12% new Timeline SPMD 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: 11,547 shares; 2024Q4: 13,170 shares; 2025Q1: 10,945 shares; 2025Q2: 12,349 shares; 2025Q3: 12,129 shares 12,129 $694K 0.12% -220 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA 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: 872 shares; 2025Q3: 1,586 shares 1,586 $685K 0.12% +714 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: 15,487 shares; 2024Q4: 14,654 shares; 2025Q1: 14,066 shares; 2025Q2: 13,242 shares; 2025Q3: 13,269 shares 13,269 $685K 0.12% +27 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: 133,514 shares; 2024Q4: 117,493 shares; 2025Q1: 116,983 shares; 2025Q2: 70,564 shares; 2025Q3: 21,623 shares 21,623 $679K 0.12% -48,941 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: 5,355 shares; 2024Q4: 5,045 shares; 2025Q1: 3,791 shares; 2025Q2: 2,484 shares; 2025Q3: 2,126 shares 2,126 $664K 0.12% -358 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,601 shares; 2024Q4: 13,062 shares; 2025Q1: 11,042 shares; 2025Q2: 8,629 shares; 2025Q3: 7,279 shares 7,279 $662K 0.12% -1,350 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 11,368 shares; 2025Q3: 20,075 shares 20,075 $655K 0.12% +8,707 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,032 shares; 2024Q4: 6,772 shares; 2025Q1: 7,867 shares; 2025Q2: 5,833 shares; 2025Q3: 2,265 shares 2,265 $652K 0.12% -3,568 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,003 shares; 2024Q4: 8,425 shares; 2025Q1: 6,954 shares; 2025Q2: 5,599 shares; 2025Q3: 5,006 shares 5,006 $642K 0.11% -593 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS 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: 2,231 shares; 2025Q3: 4,574 shares 4,574 $639K 0.11% +2,343 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,603 shares; 2024Q4: 5,378 shares; 2025Q1: 6,958 shares; 2025Q2: 5,063 shares; 2025Q3: 6,725 shares 6,725 $636K 0.11% +1,662 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: 329 shares; 2024Q4: 350 shares; 2025Q1: 453 shares; 2025Q2: 657 shares; 2025Q3: 685 shares 685 $633K 0.11% +28 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 20,788 shares; 2025Q3: 36,759 shares 36,759 $622K 0.11% +15,971 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,907 shares; 2025Q3: 7,680 shares 7,680 $619K 0.11% +3,773 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: 4,801 shares; 2024Q4: 4,455 shares; 2025Q1: 3,866 shares; 2025Q2: 2,892 shares; 2025Q3: 2,445 shares 2,445 $601K 0.11% -447 Timeline DFEM 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: 8,030 shares; 2025Q2: 17,011 shares; 2025Q3: 18,362 shares 18,362 $589K 0.1% +1,351 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: not reported; 2024Q4: not reported; 2025Q1: 1,669 shares; 2025Q2: 4,486 shares; 2025Q3: 2,515 shares 2,515 $582K 0.1% -1,971 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: 1,278 shares; 2024Q4: 1,191 shares; 2025Q1: 1,063 shares; 2025Q2: 842 shares; 2025Q3: 748 shares 748 $578K 0.1% -94 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY 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: 13,051 shares; 2025Q3: 8,034 shares 8,034 $572K 0.1% -5,017 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS 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: 6,985 shares 6,985 $557K 0.1% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: 2,908 shares; 2025Q1: 2,604 shares; 2025Q2: 1,876 shares; 2025Q3: 1,616 shares 1,616 $551K 0.1% -260 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT 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: 6,001 shares; 2025Q3: 12,573 shares 12,573 $546K 0.1% +6,572 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: 8,736 shares; 2024Q4: 7,989 shares; 2025Q1: 5,813 shares; 2025Q2: 6,774 shares; 2025Q3: 6,636 shares 6,636 $520K 0.09% -138 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,902 shares; 2025Q2: 2,501 shares; 2025Q3: 2,461 shares 2,461 $515K 0.09% -40 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: 3,734 shares; 2024Q4: 3,469 shares; 2025Q1: 3,381 shares; 2025Q2: 3,235 shares; 2025Q3: 3,068 shares 3,068 $513K 0.09% -167 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,875 shares; 2024Q4: 29,726 shares; 2025Q1: 27,765 shares; 2025Q2: 20,680 shares; 2025Q3: 7,675 shares 7,675 $506K 0.09% -13,005 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,174 shares; 2024Q4: 6,816 shares; 2025Q1: 4,731 shares; 2025Q2: 3,015 shares; 2025Q3: 2,432 shares 2,432 $503K 0.09% -583 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,179 shares; 2025Q3: 4,021 shares 4,021 $498K 0.09% +842 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,203 shares 1,203 $486K 0.09% new Timeline IWS 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: 3,588 shares; 2024Q4: 3,521 shares; 2025Q1: 3,512 shares; 2025Q2: 3,437 shares; 2025Q3: 3,375 shares 3,375 $471K 0.08% -62 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,548 shares; 2024Q4: 2,503 shares; 2025Q1: 2,426 shares; 2025Q2: 2,353 shares; 2025Q3: 2,258 shares 2,258 $471K 0.08% -95 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: not reported; 2025Q2: 4,304 shares; 2025Q3: 5,584 shares 5,584 $471K 0.08% +1,280 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: 5,724 shares; 2024Q4: 8,699 shares; 2025Q1: 4,674 shares; 2025Q2: 4,813 shares; 2025Q3: 4,678 shares 4,678 $469K 0.08% -135 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: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares; 2025Q3: 1,000 shares 1,000 $468K 0.08% -1 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: 3,560 shares; 2025Q1: 2,597 shares; 2025Q2: 1,915 shares; 2025Q3: 1,441 shares 1,441 $458K 0.08% -474 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,097 shares; 2024Q4: 14,628 shares; 2025Q1: 12,248 shares; 2025Q2: 9,050 shares; 2025Q3: 7,675 shares 7,675 $455K 0.08% -1,375 SCHZ 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: not reported; 2024Q4: 9,080 shares; 2025Q1: 13,832 shares; 2025Q2: 23,788 shares; 2025Q3: 18,836 shares 18,836 $442K 0.08% -4,952 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,952 shares; 2025Q1: 4,412 shares; 2025Q2: 4,269 shares; 2025Q3: 4,269 shares 4,269 $426K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,393 shares; 2025Q3: 2,613 shares 2,613 $423K 0.08% +220 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 15,903 shares 15,903 $422K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,020 shares; 2025Q2: 1,236 shares; 2025Q3: 1,389 shares 1,389 $418K 0.07% +153 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE 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: 773 shares; 2025Q3: 839 shares 839 $412K 0.07% +66 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: 11,657 shares; 2024Q4: 12,180 shares; 2025Q1: 8,638 shares; 2025Q2: 4,913 shares; 2025Q3: 3,487 shares 3,487 $399K 0.07% -1,426 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: 6,191 shares; 2024Q4: 5,722 shares; 2025Q1: 8,810 shares; 2025Q2: 7,470 shares; 2025Q3: 7,203 shares 7,203 $399K 0.07% -267 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,756 shares; 2024Q4: 3,961 shares; 2025Q1: 3,237 shares; 2025Q2: 2,405 shares; 2025Q3: 1,674 shares 1,674 $397K 0.07% -731 Timeline XP XP INC More: the full row for XP 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: 20,839 shares 20,839 $392K 0.07% new 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: 1,032 shares; 2024Q4: 730 shares; 2025Q1: 632 shares; 2025Q2: 581 shares; 2025Q3: 581 shares 581 $389K 0.07% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS 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: not reported; 2025Q2: 4,502 shares; 2025Q3: 6,361 shares 6,361 $388K 0.07% +1,859 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY 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: 9,327 shares 9,327 $383K 0.07% new Timeline NE NOBLE CORP PLC More: the full row for NOBLE 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: 13,360 shares 13,360 $378K 0.07% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,210 shares; 2024Q4: 10,860 shares; 2025Q1: 7,443 shares; 2025Q2: 5,348 shares; 2025Q3: 4,735 shares 4,735 $370K 0.07% -613 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,260 shares; 2024Q4: 7,231 shares; 2025Q1: 5,027 shares; 2025Q2: 2,804 shares; 2025Q3: 1,917 shares 1,917 $364K 0.06% -887 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW 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: 336 shares; 2025Q3: 393 shares 393 $361K 0.06% +57 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 524 shares; 2025Q3: 592 shares 592 $361K 0.06% +68 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL 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: 8,739 shares; 2025Q3: 12,206 shares 12,206 $357K 0.06% +3,467 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,052 shares 3,052 $342K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,218 shares; 2025Q3: 3,218 shares 3,218 $336K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,946 shares 1,946 $331K 0.06% new 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: 2,299 shares; 2024Q4: 2,299 shares; 2025Q1: 1,969 shares; 2025Q2: 1,646 shares; 2025Q3: 1,701 shares 1,701 $323K 0.06% +55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 561 shares; 2025Q3: 670 shares 670 $320K 0.06% +109 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,110 shares; 2024Q4: 57,806 shares; 2025Q1: 54,675 shares; 2025Q2: 38,580 shares; 2025Q3: 17,434 shares 17,434 $318K 0.06% -21,146 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,231 shares; 2024Q4: 2,176 shares; 2025Q1: 1,725 shares; 2025Q2: 1,142 shares; 2025Q3: 895 shares 895 $316K 0.06% -247 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD 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: 4,825 shares; 2025Q3: 4,870 shares 4,870 $313K 0.06% +45 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: 1,990 shares; 2024Q4: 1,939 shares; 2025Q1: 1,445 shares; 2025Q2: 1,249 shares; 2025Q3: 1,137 shares 1,137 $311K 0.06% -112 Timeline FMC FMC CORP More: the full row for FMC 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: not reported; 2025Q2: 5,680 shares; 2025Q3: 9,196 shares 9,196 $309K 0.06% +3,516 Timeline DCOR 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: 3,474 shares; 2024Q4: 4,063 shares; 2025Q1: 4,962 shares; 2025Q2: 4,233 shares; 2025Q3: 4,272 shares 4,272 $307K 0.05% +39 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: not reported; 2025Q2: not reported; 2025Q3: 426 shares 426 $306K 0.05% new Timeline ESGU 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: 2,084 shares; 2024Q4: 2,237 shares; 2025Q1: 2,164 shares; 2025Q2: 1,858 shares; 2025Q3: 2,084 shares 2,084 $303K 0.05% +226 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,805 shares; 2025Q3: 2,088 shares 2,088 $302K 0.05% +283 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: not reported; 2024Q4: not reported; 2025Q1: 934 shares; 2025Q2: 1,348 shares; 2025Q3: 1,483 shares 1,483 $299K 0.05% +135 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF 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: 4,902 shares; 2025Q3: 8,762 shares 8,762 $298K 0.05% +3,860 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE 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: 3,337 shares; 2025Q3: 3,337 shares 3,337 $297K 0.05% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 736 shares; 2025Q3: 848 shares 848 $296K 0.05% +112 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 951 shares; 2025Q3: 950 shares 950 $293K 0.05% -1 Timeline VMBS 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: 27,269 shares; 2024Q4: 20,567 shares; 2025Q1: 11,822 shares; 2025Q2: 7,469 shares; 2025Q3: 6,134 shares 6,134 $288K 0.05% -1,335 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,491 shares 1,491 $287K 0.05% new 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: 4,384 shares; 2024Q4: 3,375 shares; 2025Q1: 2,586 shares; 2025Q2: 1,498 shares; 2025Q3: 879 shares 879 $284K 0.05% -619 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,955 shares; 2024Q4: 7,963 shares; 2025Q1: 7,931 shares; 2025Q2: 7,499 shares; 2025Q3: 7,509 shares 7,509 $281K 0.05% +10 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE 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: 1,520 shares; 2025Q3: 1,637 shares 1,637 $280K 0.05% +117 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 2,176 shares; 2025Q1: 1,585 shares; 2025Q2: 1,142 shares; 2025Q3: 926 shares 926 $276K 0.05% -216 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: 712 shares; 2024Q4: 739 shares; 2025Q1: 702 shares; 2025Q2: 795 shares; 2025Q3: 887 shares 887 $270K 0.05% +92 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,679 shares; 2024Q4: 47,174 shares; 2025Q1: 37,902 shares; 2025Q2: 20,476 shares; 2025Q3: 4,873 shares 4,873 $269K 0.05% -15,603 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 378 shares; 2025Q3: 392 shares 392 $268K 0.05% +14 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: not reported; 2025Q2: not reported; 2025Q3: 1,934 shares 1,934 $268K 0.05% new Timeline DGRO 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: 14,328 shares; 2024Q4: 5,512 shares; 2025Q1: 5,480 shares; 2025Q2: 5,271 shares; 2025Q3: 3,919 shares 3,919 $267K 0.05% -1,352 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL 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: 4,704 shares; 2025Q1: not reported; 2025Q2: 4,748 shares; 2025Q3: 4,873 shares 4,873 $259K 0.05% +125 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC 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: 986 shares 986 $259K 0.05% new Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS 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: 1,047 shares 1,047 $258K 0.05% new Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION 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: 4,894 shares; 2025Q3: 2,567 shares 2,567 $255K 0.05% -2,327 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,902 shares 1,902 $255K 0.05% new Timeline BLV 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: 14,911 shares; 2024Q4: 11,030 shares; 2025Q1: 7,418 shares; 2025Q2: 4,132 shares; 2025Q3: 3,575 shares 3,575 $253K 0.05% -557 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 650 shares; 2025Q3: 869 shares 869 $251K 0.04% +219 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 600 shares; 2025Q3: 603 shares 603 $250K 0.04% +3 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 257 shares 257 $246K 0.04% new 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: 1,053 shares; 2024Q4: 430 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 491 shares 491 $245K 0.04% new Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON 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: 4,082 shares 4,082 $244K 0.04% new ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,667 shares 1,667 $243K 0.04% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 1,330 shares 1,330 $237K 0.04% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 4,668 shares; 2025Q1: 3,710 shares; 2025Q2: 2,892 shares; 2025Q3: 1,817 shares 1,817 $234K 0.04% -1,075 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL 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: 552 shares 552 $231K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,419 shares 2,419 $229K 0.04% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 1,065 shares 1,065 $229K 0.04% new Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 3,126 shares; 2025Q1: not reported; 2025Q2: 3,211 shares; 2025Q3: 3,140 shares 3,140 $228K 0.04% -71 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 283 shares 283 $225K 0.04% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 890 shares 890 $224K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 363 shares 363 $223K 0.04% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 523 shares 523 $223K 0.04% new 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: not reported; 2025Q2: not reported; 2025Q3: 2,242 shares 2,242 $220K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,142 shares; 2025Q3: 9,119 shares 9,119 $212K 0.04% -23 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 3,006 shares 3,006 $211K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 597 shares 597 $210K 0.04% new Timeline KLAC KLA CORP More: the full row for KLA 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: not reported; 2025Q2: not reported; 2025Q3: 193 shares 193 $208K 0.04% new Timeline IXUS 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: 3,550 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,508 shares 2,508 $207K 0.04% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 783 shares; 2025Q2: not reported; 2025Q3: 857 shares 857 $205K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,718 shares 1,718 $204K 0.04% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,350 shares; 2024Q4: 28,044 shares; 2025Q1: 15,697 shares; 2025Q2: 10,826 shares; 2025Q3: 2,230 shares 2,230 $204K 0.04% -8,596 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,026 shares; 2025Q3: 980 shares 980 $201K 0.04% -46 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 10,146 shares 10,146 $194K 0.03% new Timeline WEN WENDYS CO More: the full row for WENDYS 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: not reported; 2025Q2: not reported; 2025Q3: 20,174 shares 20,174 $185K 0.03% new Timeline HOS HORNBECK OFFSHORE SERVICES I More: the full row for HORNBECK OFFSHORE SERVICES I 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: 10,093 shares 10,093 $66.2K 0.01% new Timeline CNTN CANTON STRATEGIC HOLDINGS IN More: the full row for CANTON STRATEGIC HOLDINGS IN 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: 10,135 shares 10,135 $28.8K 0.01% new Timeline