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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,445 shares; 2024Q4: 886,830 shares; 2025Q1: 1,226,235 shares; 2025Q2: 1,206,825 shares 1,206,825 $83.2M 5.27% -19,410 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832,406 shares; 2024Q4: 1,797,786 shares; 2025Q1: 1,805,001 shares; 2025Q2: 1,776,446 shares 1,776,446 $76.9M 4.86% -28,555 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 368,752 shares; 2024Q4: 223,277 shares; 2025Q1: 235,967 shares; 2025Q2: 232,232 shares 232,232 $68.5M 4.33% -3,735 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,815 shares; 2024Q4: 984,040 shares; 2025Q1: 1,016,365 shares; 2025Q2: 1,000,335 shares 1,000,335 $67.5M 4.27% -16,030 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 901,110 shares; 2024Q4: 884,150 shares; 2025Q1: 965,560 shares; 2025Q2: 950,325 shares 950,325 $67.2M 4.25% -15,235 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,640 shares; 2024Q4: 379,340 shares; 2025Q1: 446,295 shares; 2025Q2: 439,125 shares 439,125 $67.1M 4.24% -7,170 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617,968 shares; 2024Q4: 1,675,798 shares; 2025Q1: 2,260,933 shares; 2025Q2: 2,225,308 shares 2,225,308 $64.4M 4.07% -35,625 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 631,585 shares; 2025Q1: 736,620 shares; 2025Q2: 724,605 shares 724,605 $57.4M 3.63% -12,015 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,975 shares; 2024Q4: 281,530 shares; 2025Q1: 256,210 shares; 2025Q2: 252,175 shares 252,175 $57.3M 3.63% -4,035 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659,765 shares; 2024Q4: 647,390 shares; 2025Q1: 652,600 shares; 2025Q2: 642,320 shares 642,320 $54.7M 3.46% -10,280 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,815 shares; 2024Q4: 353,600 shares; 2025Q1: 528,460 shares; 2025Q2: 520,075 shares 520,075 $51.3M 3.25% -8,385 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,545 shares; 2024Q4: 366,710 shares; 2025Q1: 365,425 shares; 2025Q2: 359,675 shares 359,675 $50.7M 3.2% -5,750 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158,038 shares; 2024Q4: 1,110,423 shares; 2025Q1: 649,148 shares; 2025Q2: 638,863 shares 638,863 $44.3M 2.8% -10,285 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,181 shares; 2024Q4: 145,356 shares; 2025Q1: 372,841 shares; 2025Q2: 366,916 shares 366,916 $43.3M 2.74% -5,925 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,439 shares; 2024Q4: 121,089 shares; 2025Q1: 145,169 shares; 2025Q2: 142,819 shares 142,819 $41.7M 2.63% -2,350 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,532 shares; 2024Q4: 343,572 shares; 2025Q1: 280,037 shares; 2025Q2: 275,032 shares 275,032 $39.4M 2.49% -5,005 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,465 shares; 2024Q4: 141,690 shares; 2025Q1: 132,385 shares; 2025Q2: 130,270 shares 130,270 $36.4M 2.3% -2,115 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452,582 shares; 2024Q4: 443,032 shares; 2025Q1: 323,217 shares; 2025Q2: 317,887 shares 317,887 $34.3M 2.17% -5,330 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,645 shares; 2025Q2: 102,025 shares 102,025 $29.8M 1.89% -1,620 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,660 shares; 2024Q4: 317,580 shares; 2025Q1: 342,485 shares; 2025Q2: 337,085 shares 337,085 $29.4M 1.86% -5,400 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,915 shares; 2024Q4: 201,020 shares; 2025Q1: 323,835 shares; 2025Q2: 318,655 shares 318,655 $29.3M 1.85% -5,180 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,375 shares; 2024Q4: 131,865 shares; 2025Q1: 100,785 shares; 2025Q2: 99,190 shares 99,190 $28.8M 1.82% -1,595 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,565 shares; 2024Q4: 94,750 shares; 2025Q1: 135,175 shares; 2025Q2: 133,060 shares 133,060 $28.3M 1.79% -2,115 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,105 shares; 2024Q4: 93,295 shares; 2025Q1: 187,195 shares; 2025Q2: 184,260 shares 184,260 $28.1M 1.77% -2,935 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,165 shares; 2024Q4: 109,085 shares; 2025Q1: 175,965 shares; 2025Q2: 173,150 shares 173,150 $27.6M 1.74% -2,815 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,455 shares; 2025Q1: 549,190 shares; 2025Q2: 540,525 shares 540,525 $25.6M 1.62% -8,665 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,990 shares; 2024Q4: 125,590 shares; 2025Q1: 231,390 shares; 2025Q2: 227,655 shares 227,655 $25.2M 1.6% -3,735 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,685 shares; 2024Q4: 153,750 shares; 2025Q1: 294,605 shares; 2025Q2: 290,000 shares 290,000 $23.3M 1.48% -4,605 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,480 shares; 2024Q4: 110,345 shares; 2025Q1: 145,260 shares; 2025Q2: 142,970 shares 142,970 $22.8M 1.44% -2,290 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97,605 shares; 2025Q2: 96,060 shares 96,060 $22.1M 1.4% -1,545 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,135 shares; 2024Q4: 64,620 shares; 2025Q1: 216,810 shares; 2025Q2: 213,425 shares 213,425 $21.5M 1.36% -3,385 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,540 shares; 2024Q4: 232,010 shares; 2025Q1: 314,760 shares; 2025Q2: 309,760 shares 309,760 $21.5M 1.36% -5,000 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 294,865 shares; 2025Q2: 290,260 shares 290,260 $20.6M 1.3% -4,605 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,950 shares; 2024Q4: 283,510 shares; 2025Q1: 580,255 shares; 2025Q2: 571,120 shares 571,120 $20.4M 1.29% -9,135 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468,800 shares; 2024Q4: 1,434,310 shares; 2025Q1: 805,400 shares; 2025Q2: 792,480 shares 792,480 $19.2M 1.22% -12,920 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,370 shares; 2024Q4: 169,470 shares; 2025Q1: 201,285 shares; 2025Q2: 197,275 shares 197,275 $17.7M 1.12% -4,010 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,340 shares; 2024Q4: 25,270 shares; 2025Q1: 22,745 shares; 2025Q2: 22,410 shares 22,410 $15.9M 1% -335 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651,194 shares; 2024Q4: 204,724 shares; 2025Q1: 169,249 shares; 2025Q2: 166,609 shares 166,609 $15.2M 0.96% -2,640 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478,100 shares; 2024Q4: 469,085 shares; 2025Q1: 185,055 shares; 2025Q2: 182,120 shares 182,120 $14.6M 0.92% -2,935 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,765 shares; 2024Q4: 123,415 shares; 2025Q1: 43,745 shares; 2025Q2: 43,045 shares 43,045 $13.7M 0.87% -700 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 243,855 shares; 2025Q2: 240,045 shares 240,045 $11.8M 0.75% -3,810 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,775 shares; 2024Q4: 65,820 shares; 2025Q1: 61,885 shares; 2025Q2: 60,915 shares 60,915 $9.79M 0.62% -970 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,555 shares; 2025Q2: 27,160 shares 27,160 $6M 0.38% -395 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,588 shares; 2024Q4: 78,093 shares; 2025Q1: 15,400 shares; 2025Q2: 15,180 shares 15,180 $5.89M 0.37% -220 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,781,400 shares; 2024Q4: 2,717,035 shares; 2025Q1: 512,375 shares; 2025Q2: 504,285 shares 504,285 $5.47M 0.35% -8,090 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,853 shares; 2024Q4: 64,573 shares; 2025Q1: 28,068 shares; 2025Q2: 27,618 shares 27,618 $5.13M 0.32% -450 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,666 shares; 2024Q4: 235,136 shares; 2025Q1: 105,996 shares; 2025Q2: 104,326 shares 104,326 $4.72M 0.3% -1,670 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,415 shares; 2025Q2: 32,895 shares 32,895 $4.34M 0.27% -520 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720,510 shares; 2024Q4: 703,830 shares; 2025Q1: 164,765 shares; 2025Q2: 162,180 shares 162,180 $4.19M 0.26% -2,585 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,125 shares; 2024Q4: 26,139 shares; 2025Q1: 20,799 shares; 2025Q2: 20,757 shares 20,757 $4.06M 0.26% -42 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,390 shares; 2024Q4: 195,600 shares; 2025Q1: 87,960 shares; 2025Q2: 86,590 shares 86,590 $4.01M 0.25% -1,370 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 783,290 shares; 2024Q4: 729,955 shares; 2025Q1: 126,350 shares; 2025Q2: 124,330 shares 124,330 $3.29M 0.21% -2,020 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,440 shares; 2024Q4: 45,340 shares; 2025Q1: 45,340 shares; 2025Q2: 45,340 shares 45,340 $2.66M 0.17% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,368 shares; 2024Q4: 3,202 shares; 2025Q1: 3,278 shares; 2025Q2: 3,278 shares 3,278 $2.03M 0.13% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares 1 $729K 0.05% 0 Timeline SWPPX SCHWAB S&P 500 INDEX-SEL More: the full row for SCHWAB S&P 500 INDEX-SEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,260 shares; 2024Q4: 7,135 shares; 2025Q1: 7,254 shares; 2025Q2: 7,422 shares 7,422 $711K 0.04% +168 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,845 shares 12,845 $155K 0.01% new Timeline HONDA MOTOR CO LTD HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 11,300 shares; 2025Q2: 11,300 shares 11,300 $109K 0.01% 0