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: 82,725,592 shares; 2024Q4: 181,089,569 shares; 2025Q1: 184,791,578 shares; 2025Q2: 184,001,503 shares; 2025Q3: 186,455,668 shares 186,455,668 $4.34B 12.03% +2,454,165 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,678,591 shares; 2024Q4: 7,878,078 shares; 2025Q1: 8,144,065 shares; 2025Q2: 8,616,866 shares; 2025Q3: 8,616,693 shares 8,616,693 $2.08B 5.78% -173 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: 31,623,839 shares; 2024Q4: 32,684,511 shares; 2025Q1: 34,082,971 shares; 2025Q2: 34,535,105 shares; 2025Q3: 34,952,027 shares 34,952,027 $1.89B 5.25% +416,922 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: 15,200,448 shares; 2024Q4: 16,322,389 shares; 2025Q1: 17,300,844 shares; 2025Q2: 18,101,201 shares; 2025Q3: 19,531,340 shares 19,531,340 $1.54B 4.27% +1,430,139 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: 11,423,294 shares; 2024Q4: 11,793,797 shares; 2025Q1: 13,858,639 shares; 2025Q2: 14,436,154 shares; 2025Q3: 15,016,360 shares 15,016,360 $1.37B 3.81% +580,206 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,735,859 shares; 2024Q4: 38,301,085 shares; 2025Q1: 40,669,805 shares; 2025Q2: 42,677,764 shares; 2025Q3: 45,603,651 shares 45,603,651 $1.23B 3.41% +2,925,887 Timeline VGIT 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: 15,788,033 shares; 2024Q4: 17,071,797 shares; 2025Q1: 18,245,406 shares; 2025Q2: 19,075,152 shares; 2025Q3: 20,427,266 shares 20,427,266 $1.23B 3.4% +1,352,114 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,298,227 shares; 2024Q4: 25,335,420 shares; 2025Q1: 26,393,000 shares; 2025Q2: 33,442,998 shares; 2025Q3: 34,204,530 shares 34,204,530 $954M 2.65% +761,532 Timeline USIG 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: 13,540,860 shares; 2024Q4: 14,596,537 shares; 2025Q1: 15,696,044 shares; 2025Q2: 16,517,713 shares; 2025Q3: 17,550,488 shares 17,550,488 $916M 2.54% +1,032,775 Timeline VGLT 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: 9,694,966 shares; 2024Q4: 10,738,988 shares; 2025Q1: 11,651,670 shares; 2025Q2: 12,485,403 shares; 2025Q3: 13,394,103 shares 13,394,103 $762M 2.11% +908,700 Timeline VSS 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: 4,332,958 shares; 2024Q4: 4,559,901 shares; 2025Q1: 4,853,903 shares; 2025Q2: 4,903,027 shares; 2025Q3: 4,952,681 shares 4,952,681 $706M 1.96% +49,654 Timeline VNQI 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: 15,372,024 shares; 2024Q4: 16,531,590 shares; 2025Q1: 16,737,874 shares; 2025Q2: 13,648,827 shares; 2025Q3: 13,868,529 shares 13,868,529 $662M 1.84% +219,702 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: 1,930,857 shares; 2024Q4: 1,960,205 shares; 2025Q1: 1,964,201 shares; 2025Q2: 2,144,982 shares; 2025Q3: 2,152,177 shares 2,152,177 $548M 1.52% +7,195 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: 2,769,091 shares; 2024Q4: 2,780,522 shares; 2025Q1: 2,458,500 shares; 2025Q2: 2,919,439 shares; 2025Q3: 2,914,133 shares 2,914,133 $544M 1.51% -5,306 Timeline EBND 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: 20,212,369 shares; 2024Q4: 21,733,689 shares; 2025Q1: 23,271,924 shares; 2025Q2: 24,148,386 shares; 2025Q3: 25,120,320 shares 25,120,320 $537M 1.49% +971,934 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: 2,029,300 shares; 2024Q4: 2,059,130 shares; 2025Q1: 2,072,754 shares; 2025Q2: 2,179,036 shares; 2025Q3: 2,171,647 shares 2,171,647 $529M 1.47% -7,389 Timeline ESGD 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: 5,691,983 shares; 2024Q4: 5,963,609 shares; 2025Q1: 5,858,225 shares; 2025Q2: 5,649,063 shares; 2025Q3: 5,614,910 shares 5,614,910 $522M 1.45% -34,153 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663,173 shares; 2024Q4: 1,669,130 shares; 2025Q1: 1,553,459 shares; 2025Q2: 1,599,221 shares; 2025Q3: 1,561,820 shares 1,561,820 $513M 1.42% -37,401 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: 870,103 shares; 2024Q4: 887,052 shares; 2025Q1: 897,145 shares; 2025Q2: 937,068 shares; 2025Q3: 943,282 shares 943,282 $489M 1.35% +6,214 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: 8,108,797 shares; 2024Q4: 8,600,196 shares; 2025Q1: 9,137,346 shares; 2025Q2: 9,687,474 shares; 2025Q3: 10,290,517 shares 10,290,517 $446M 1.24% +603,043 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,384,106 shares; 2024Q4: 28,109,278 shares; 2025Q1: 29,695,319 shares; 2025Q2: 31,466,599 shares; 2025Q3: 32,820,036 shares 32,820,036 $441M 1.22% +1,353,437 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD 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: 5,128,539 shares; 2025Q3: 5,655,394 shares 5,655,394 $432M 1.2% +526,855 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,921,731 shares; 2024Q4: 13,893,012 shares; 2025Q1: 13,295,673 shares; 2025Q2: 6,029,717 shares; 2025Q3: 5,871,070 shares 5,871,070 $427M 1.18% -158,647 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: 1,535,895 shares; 2024Q4: 1,566,136 shares; 2025Q1: 1,570,327 shares; 2025Q2: 1,909,346 shares; 2025Q3: 1,928,546 shares 1,928,546 $423M 1.17% +19,200 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: 6,185,100 shares; 2024Q4: 6,591,512 shares; 2025Q1: 7,047,977 shares; 2025Q2: 7,343,917 shares; 2025Q3: 7,701,370 shares 7,701,370 $381M 1.06% +357,453 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: 421,381 shares; 2024Q4: 432,122 shares; 2025Q1: 439,353 shares; 2025Q2: 452,685 shares; 2025Q3: 460,417 shares 460,417 $338M 0.94% +7,732 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: 852,574 shares; 2024Q4: 842,651 shares; 2025Q1: 569,115 shares; 2025Q2: 642,791 shares; 2025Q3: 658,850 shares 658,850 $293M 0.81% +16,059 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: 2,966,753 shares; 2024Q4: 2,620,743 shares; 2025Q1: 2,613,040 shares; 2025Q2: 2,639,475 shares; 2025Q3: 2,671,167 shares 2,671,167 $275M 0.76% +31,692 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: 1,012,422 shares; 2024Q4: 1,017,651 shares; 2025Q1: 804,618 shares; 2025Q2: 828,122 shares; 2025Q3: 838,525 shares 838,525 $264M 0.73% +10,403 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: 478,827 shares; 2024Q4: 489,494 shares; 2025Q1: 493,795 shares; 2025Q2: 496,723 shares; 2025Q3: 508,510 shares 508,510 $256M 0.71% +11,787 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,677,572 shares; 2024Q4: 5,737,712 shares; 2025Q1: 5,703,199 shares; 2025Q2: 5,581,197 shares; 2025Q3: 5,519,640 shares 5,519,640 $240M 0.66% -61,557 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: 419,029 shares; 2024Q4: 425,948 shares; 2025Q1: 361,958 shares; 2025Q2: 368,495 shares; 2025Q3: 374,588 shares 374,588 $213M 0.59% +6,093 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: 1,411,160 shares; 2024Q4: 1,456,882 shares; 2025Q1: 1,545,780 shares; 2025Q2: 1,628,836 shares; 2025Q3: 1,687,422 shares 1,687,422 $190M 0.53% +58,586 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: 139,274 shares; 2024Q4: 193,486 shares; 2025Q1: 212,519 shares; 2025Q2: 225,934 shares; 2025Q3: 245,596 shares 245,596 $187M 0.52% +19,662 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: 216,350 shares; 2024Q4: 216,981 shares; 2025Q1: 196,682 shares; 2025Q2: 147,582 shares; 2025Q3: 148,803 shares 148,803 $178M 0.49% +1,221 Timeline IWB 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: 513,334 shares; 2024Q4: 501,752 shares; 2025Q1: 492,575 shares; 2025Q2: 478,858 shares; 2025Q3: 466,953 shares 466,953 $171M 0.47% -11,905 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: 168,641 shares; 2024Q4: 176,765 shares; 2025Q1: 176,713 shares; 2025Q2: 178,481 shares; 2025Q3: 181,605 shares 181,605 $168M 0.47% +3,124 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: 834,877 shares; 2024Q4: 731,257 shares; 2025Q1: 844,166 shares; 2025Q2: 876,818 shares; 2025Q3: 895,199 shares 895,199 $166M 0.46% +18,381 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: 1,317,909 shares; 2024Q4: 1,359,735 shares; 2025Q1: 1,374,619 shares; 2025Q2: 1,432,041 shares; 2025Q3: 1,449,382 shares 1,449,382 $166M 0.46% +17,341 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: 565,477 shares; 2024Q4: 577,125 shares; 2025Q1: 584,920 shares; 2025Q2: 595,617 shares; 2025Q3: 603,902 shares 603,902 $165M 0.46% +8,285 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,124,889 shares; 2024Q4: 1,158,815 shares; 2025Q1: 1,196,214 shares; 2025Q2: 1,254,496 shares; 2025Q3: 1,284,436 shares 1,284,436 $159M 0.44% +29,940 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: 1,781,999 shares; 2024Q4: 1,823,327 shares; 2025Q1: 1,922,812 shares; 2025Q2: 1,999,765 shares; 2025Q3: 2,053,905 shares 2,053,905 $155M 0.43% +54,140 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: 1,786,315 shares; 2024Q4: 1,813,920 shares; 2025Q1: 1,862,732 shares; 2025Q2: 1,847,395 shares; 2025Q3: 1,831,564 shares 1,831,564 $154M 0.43% -15,831 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: 1,126,243 shares; 2024Q4: 851,765 shares; 2025Q1: 869,676 shares; 2025Q2: 914,327 shares; 2025Q3: 941,503 shares 941,503 $145M 0.4% +27,176 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: 243,657 shares; 2024Q4: 341,753 shares; 2025Q1: 375,864 shares; 2025Q2: 433,451 shares; 2025Q3: 436,333 shares 436,333 $144M 0.4% +2,882 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: 1,366,058 shares; 2024Q4: 1,401,664 shares; 2025Q1: 1,439,072 shares; 2025Q2: 1,471,380 shares; 2025Q3: 1,502,015 shares 1,502,015 $142M 0.39% +30,635 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: 332,921 shares; 2024Q4: 319,045 shares; 2025Q1: 323,414 shares; 2025Q2: 340,268 shares; 2025Q3: 349,119 shares 349,119 $141M 0.39% +8,851 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,304 shares; 2024Q4: 178,514 shares; 2025Q1: 248,732 shares; 2025Q2: 271,618 shares; 2025Q3: 282,140 shares 282,140 $134M 0.37% +10,522 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: 4,029,978 shares; 2024Q4: 3,852,683 shares; 2025Q1: 4,419,125 shares; 2025Q2: 4,848,235 shares; 2025Q3: 5,035,341 shares 5,035,341 $128M 0.36% +187,106 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: 253,620 shares; 2024Q4: 255,388 shares; 2025Q1: 256,441 shares; 2025Q2: 265,734 shares; 2025Q3: 267,696 shares 267,696 $128M 0.35% +1,962 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: 696,029 shares; 2024Q4: 723,003 shares; 2025Q1: 747,825 shares; 2025Q2: 795,415 shares; 2025Q3: 819,939 shares 819,939 $127M 0.35% +24,524 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685,135 shares; 2024Q4: 676,926 shares; 2025Q1: 447,651 shares; 2025Q2: 1,846,846 shares; 2025Q3: 1,845,680 shares 1,845,680 $127M 0.35% -1,166 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,475 shares; 2024Q4: 370,315 shares; 2025Q1: 387,774 shares; 2025Q2: 400,651 shares; 2025Q3: 406,985 shares 406,985 $124M 0.34% +6,334 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907,849 shares; 2024Q4: 917,214 shares; 2025Q1: 916,083 shares; 2025Q2: 918,333 shares; 2025Q3: 927,566 shares 927,566 $124M 0.34% +9,233 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: 235,841 shares; 2024Q4: 235,907 shares; 2025Q1: 251,890 shares; 2025Q2: 348,953 shares; 2025Q3: 355,915 shares 355,915 $123M 0.34% +6,962 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: 1,004,060 shares; 2024Q4: 773,068 shares; 2025Q1: 904,224 shares; 2025Q2: 979,877 shares; 2025Q3: 1,005,640 shares 1,005,640 $122M 0.34% +25,763 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: 254,778 shares; 2024Q4: 250,375 shares; 2025Q1: 152,285 shares; 2025Q2: 151,630 shares; 2025Q3: 150,419 shares 150,419 $120M 0.33% -1,211 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,486 shares; 2024Q4: 65,461 shares; 2025Q1: 74,093 shares; 2025Q2: 349,504 shares; 2025Q3: 430,578 shares 430,578 $117M 0.32% +81,074 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: 435,244 shares; 2024Q4: 447,659 shares; 2025Q1: 474,043 shares; 2025Q2: 496,433 shares; 2025Q3: 504,268 shares 504,268 $117M 0.32% +7,835 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: 4,542,925 shares; 2024Q4: 4,596,512 shares; 2025Q1: 4,033,084 shares; 2025Q2: 4,068,157 shares; 2025Q3: 4,115,666 shares 4,115,666 $116M 0.32% +47,509 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 181,028 shares; 2025Q1: 205,287 shares; 2025Q2: 323,224 shares; 2025Q3: 331,036 shares 331,036 $109M 0.3% +7,812 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,071,176 shares; 2024Q4: 2,110,969 shares; 2025Q1: 2,120,493 shares; 2025Q2: 2,189,170 shares; 2025Q3: 2,220,398 shares 2,220,398 $108M 0.3% +31,228 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: 423,419 shares; 2024Q4: 433,983 shares; 2025Q1: 443,797 shares; 2025Q2: 465,599 shares; 2025Q3: 393,188 shares 393,188 $107M 0.3% -72,411 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: 553,751 shares; 2024Q4: 483,390 shares; 2025Q1: 489,849 shares; 2025Q2: 498,142 shares; 2025Q3: 505,133 shares 505,133 $106M 0.29% +6,991 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044,270 shares; 2024Q4: 1,071,091 shares; 2025Q1: 1,080,710 shares; 2025Q2: 1,145,533 shares; 2025Q3: 1,176,217 shares 1,176,217 $106M 0.29% +30,684 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,629 shares; 2024Q4: 446,426 shares; 2025Q1: 453,452 shares; 2025Q2: 462,820 shares; 2025Q3: 472,873 shares 472,873 $104M 0.29% +10,053 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: 3,589,752 shares; 2024Q4: 2,173,119 shares; 2025Q1: 1,964,101 shares; 2025Q2: 1,988,257 shares; 2025Q3: 2,001,816 shares 2,001,816 $103M 0.29% +13,559 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: 1,333,250 shares; 2024Q4: 1,372,978 shares; 2025Q1: 1,391,632 shares; 2025Q2: 1,469,136 shares; 2025Q3: 1,208,880 shares 1,208,880 $102M 0.28% -260,256 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: 495,931 shares; 2024Q4: 508,846 shares; 2025Q1: 544,667 shares; 2025Q2: 577,850 shares; 2025Q3: 592,301 shares 592,301 $101M 0.28% +14,451 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: 755,734 shares; 2024Q4: 748,472 shares; 2025Q1: 692,883 shares; 2025Q2: 694,149 shares; 2025Q3: 682,386 shares 682,386 $99.4M 0.28% -11,763 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,405 shares; 2024Q4: 346,144 shares; 2025Q1: 356,932 shares; 2025Q2: 370,631 shares; 2025Q3: 380,207 shares 380,207 $99.1M 0.27% +9,576 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,658 shares; 2024Q4: 322,925 shares; 2025Q1: 332,556 shares; 2025Q2: 278,364 shares; 2025Q3: 281,439 shares 281,439 $97.5M 0.27% +3,075 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,138,455 shares; 2024Q4: 1,215,242 shares; 2025Q1: 1,456,637 shares; 2025Q2: 1,590,341 shares; 2025Q3: 1,630,009 shares 1,630,009 $97.4M 0.27% +39,668 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184,902 shares; 2024Q4: 1,262,180 shares; 2025Q1: 1,340,090 shares; 2025Q2: 1,380,946 shares; 2025Q3: 1,412,483 shares 1,412,483 $95.1M 0.26% +31,537 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740,654 shares; 2024Q4: 771,541 shares; 2025Q1: 798,194 shares; 2025Q2: 824,135 shares; 2025Q3: 841,751 shares 841,751 $94.7M 0.26% +17,616 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,302,217 shares; 2024Q4: 2,372,756 shares; 2025Q1: 2,433,328 shares; 2025Q2: 2,492,080 shares; 2025Q3: 2,544,527 shares 2,544,527 $94.6M 0.26% +52,447 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: 420,345 shares; 2024Q4: 303,466 shares; 2025Q1: 314,529 shares; 2025Q2: 324,480 shares; 2025Q3: 332,548 shares 332,548 $93.8M 0.26% +8,068 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: 2,273,074 shares; 2024Q4: 2,058,512 shares; 2025Q1: 2,060,380 shares; 2025Q2: 2,075,782 shares; 2025Q3: 2,103,604 shares 2,103,604 $92.5M 0.26% +27,822 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: 1,012,504 shares; 2024Q4: 1,054,448 shares; 2025Q1: 1,099,718 shares; 2025Q2: 1,144,969 shares; 2025Q3: 1,109,581 shares 1,109,581 $91.4M 0.25% -35,388 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: 804,971 shares; 2024Q4: 821,821 shares; 2025Q1: 971,981 shares; 2025Q2: 1,154,579 shares; 2025Q3: 1,081,228 shares 1,081,228 $90.3M 0.25% -73,351 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522,074 shares; 2024Q4: 490,255 shares; 2025Q1: 587,047 shares; 2025Q2: 645,638 shares; 2025Q3: 664,730 shares 664,730 $90M 0.25% +19,092 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,810 shares; 2024Q4: 340,605 shares; 2025Q1: 381,637 shares; 2025Q2: 404,340 shares; 2025Q3: 412,011 shares 412,011 $88.9M 0.25% +7,671 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: 1,176,232 shares; 2024Q4: 1,102,760 shares; 2025Q1: 1,153,566 shares; 2025Q2: 1,248,537 shares; 2025Q3: 1,249,266 shares 1,249,266 $88.9M 0.25% +729 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659,747 shares; 2024Q4: 760,423 shares; 2025Q1: 821,288 shares; 2025Q2: 928,410 shares; 2025Q3: 941,585 shares 941,585 $88.9M 0.25% +13,175 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: 375,093 shares; 2024Q4: 367,441 shares; 2025Q1: 363,560 shares; 2025Q2: 373,095 shares; 2025Q3: 368,981 shares 368,981 $87.4M 0.24% -4,114 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,008,224 shares; 2024Q4: 1,022,383 shares; 2025Q1: 1,018,608 shares; 2025Q2: 1,026,401 shares; 2025Q3: 1,000,857 shares 1,000,857 $84.2M 0.23% -25,544 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: not reported; 2024Q4: 226,988 shares; 2025Q1: 264,834 shares; 2025Q2: 275,650 shares; 2025Q3: 280,621 shares 280,621 $83.6M 0.23% +4,971 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: 1,106,778 shares; 2024Q4: 1,144,608 shares; 2025Q1: 1,186,168 shares; 2025Q2: 1,217,613 shares; 2025Q3: 1,251,324 shares 1,251,324 $83M 0.23% +33,711 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,147,525 shares; 2024Q4: 1,192,964 shares; 2025Q1: 1,227,231 shares; 2025Q2: 1,260,977 shares; 2025Q3: 1,055,614 shares 1,055,614 $80.2M 0.22% -205,363 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995,950 shares; 2024Q4: 1,016,079 shares; 2025Q1: 1,038,964 shares; 2025Q2: 1,101,574 shares; 2025Q3: 1,135,051 shares 1,135,051 $79.9M 0.22% +33,477 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951,504 shares; 2024Q4: 977,577 shares; 2025Q1: 1,009,520 shares; 2025Q2: 1,018,228 shares; 2025Q3: 1,023,639 shares 1,023,639 $79.7M 0.22% +5,411 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: 3,808,896 shares; 2024Q4: 3,790,643 shares; 2025Q1: 2,753,144 shares; 2025Q2: 2,776,082 shares; 2025Q3: 2,795,971 shares 2,795,971 $79.2M 0.22% +19,889 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973,357 shares; 2024Q4: 873,164 shares; 2025Q1: 878,290 shares; 2025Q2: 848,621 shares; 2025Q3: 862,418 shares 862,418 $77.3M 0.21% +13,797 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: 162,255 shares; 2024Q4: 265,783 shares; 2025Q1: 292,541 shares; 2025Q2: 309,419 shares; 2025Q3: 321,430 shares 321,430 $76.9M 0.21% +12,011 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 241,714 shares; 2025Q1: 271,856 shares; 2025Q2: 294,627 shares; 2025Q3: 304,616 shares 304,616 $75.2M 0.21% +9,989 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705,878 shares; 2024Q4: 775,563 shares; 2025Q1: 915,171 shares; 2025Q2: 949,908 shares; 2025Q3: 962,704 shares 962,704 $74.9M 0.21% +12,796 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: 5,968 shares; 2024Q4: 6,406 shares; 2025Q1: 6,443 shares; 2025Q2: 5,242 shares; 2025Q3: 440,061 shares 440,061 $73.6M 0.2% +434,819 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: 551,932 shares; 2024Q4: 427,511 shares; 2025Q1: 705,778 shares; 2025Q2: 749,619 shares; 2025Q3: 777,353 shares 777,353 $73.5M 0.2% +27,734 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,064,079 shares; 2024Q4: 1,881,959 shares; 2025Q1: 1,954,312 shares; 2025Q2: 2,023,642 shares; 2025Q3: 2,064,381 shares 2,064,381 $72.9M 0.2% +40,739 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705,719 shares; 2024Q4: 741,484 shares; 2025Q1: 778,118 shares; 2025Q2: 866,575 shares; 2025Q3: 886,771 shares 886,771 $71.9M 0.2% +20,196 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: 1,906,515 shares; 2024Q4: 1,947,986 shares; 2025Q1: 2,104,750 shares; 2025Q2: 2,293,159 shares; 2025Q3: 2,280,004 shares 2,280,004 $71.6M 0.2% -13,155 Timeline VAW 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: 308,249 shares; 2024Q4: 317,900 shares; 2025Q1: 340,823 shares; 2025Q2: 348,715 shares; 2025Q3: 348,037 shares 348,037 $71.3M 0.2% -678 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,907,852 shares; 2024Q4: 1,676,720 shares; 2025Q1: 1,624,389 shares; 2025Q2: 1,765,618 shares; 2025Q3: 1,805,872 shares 1,805,872 $70.8M 0.2% +40,254 Timeline VPU 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: 364,276 shares; 2024Q4: 364,058 shares; 2025Q1: 380,900 shares; 2025Q2: 375,973 shares; 2025Q3: 372,748 shares 372,748 $70.6M 0.2% -3,225 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585,475 shares; 2024Q4: 1,660,038 shares; 2025Q1: 1,685,205 shares; 2025Q2: 1,711,008 shares; 2025Q3: 1,741,026 shares 1,741,026 $69.5M 0.19% +30,018 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112,169 shares; 2024Q4: 951,362 shares; 2025Q1: 937,530 shares; 2025Q2: 985,056 shares; 2025Q3: 1,005,325 shares 1,005,325 $67.4M 0.19% +20,269 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: 378,902 shares; 2024Q4: 377,719 shares; 2025Q1: 428,847 shares; 2025Q2: 467,596 shares; 2025Q3: 467,028 shares 467,028 $65.6M 0.18% -568 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788 shares; 2024Q4: 233,004 shares; 2025Q1: 239,143 shares; 2025Q2: 250,938 shares; 2025Q3: 259,901 shares 259,901 $65.4M 0.18% +8,963 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,522,334 shares; 2024Q4: 3,961,827 shares; 2025Q1: 4,537,095 shares; 2025Q2: 4,757,212 shares; 2025Q3: 4,871,476 shares 4,871,476 $64.1M 0.18% +114,264 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030,416 shares; 2024Q4: 2,037,187 shares; 2025Q1: 2,248,858 shares; 2025Q2: 2,429,436 shares; 2025Q3: 2,460,699 shares 2,460,699 $64.1M 0.18% +31,263 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 316,454 shares 316,454 $62M 0.17% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506,882 shares; 2024Q4: 512,049 shares; 2025Q1: 405,351 shares; 2025Q2: 424,200 shares; 2025Q3: 435,405 shares 435,405 $61.6M 0.17% +11,205 Timeline KKR KKR & CO INC More: the full row for KKR & CO 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: 299,832 shares; 2025Q2: 456,013 shares; 2025Q3: 468,739 shares 468,739 $60.9M 0.17% +12,726 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,128 shares; 2024Q4: 39,894 shares; 2025Q1: 40,313 shares; 2025Q2: 162,563 shares; 2025Q3: 197,755 shares 197,755 $60.8M 0.17% +35,192 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,782 shares; 2024Q4: 549,622 shares; 2025Q1: 1,422,643 shares; 2025Q2: 1,488,821 shares; 2025Q3: 1,526,581 shares 1,526,581 $59.9M 0.17% +37,760 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: not reported; 2024Q4: not reported; 2025Q1: 828,820 shares; 2025Q2: 902,124 shares; 2025Q3: 939,876 shares 939,876 $59.5M 0.17% +37,752 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,680 shares; 2024Q4: 348,080 shares; 2025Q1: 363,257 shares; 2025Q2: 647,497 shares; 2025Q3: 653,966 shares 653,966 $58.7M 0.16% +6,469 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 828,181 shares; 2024Q4: 760,902 shares; 2025Q1: 741,402 shares; 2025Q2: 816,183 shares; 2025Q3: 834,717 shares 834,717 $58.2M 0.16% +18,534 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 1,991 shares; 2025Q1: 146,255 shares; 2025Q2: 152,083 shares; 2025Q3: 156,452 shares 156,452 $57.8M 0.16% +4,369 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851,931 shares; 2024Q4: 876,531 shares; 2025Q1: 865,436 shares; 2025Q2: 881,627 shares; 2025Q3: 910,328 shares 910,328 $57.4M 0.16% +28,701 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 241,853 shares; 2025Q3: 252,599 shares 252,599 $57M 0.16% +10,746 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: 1,654 shares; 2024Q4: 352,602 shares; 2025Q1: 431,546 shares; 2025Q2: 454,217 shares; 2025Q3: 468,653 shares 468,653 $52.5M 0.15% +14,436 Timeline BGRN 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: 954,740 shares; 2024Q4: 1,001,894 shares; 2025Q1: 1,050,426 shares; 2025Q2: 1,062,274 shares; 2025Q3: 1,076,725 shares 1,076,725 $51.8M 0.14% +14,451 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,212,575 shares; 2024Q4: 1,261,757 shares; 2025Q1: 1,558,982 shares; 2025Q2: 2,028,258 shares; 2025Q3: 2,228,280 shares 2,228,280 $51.1M 0.14% +200,022 Timeline VOX 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: 294,969 shares; 2024Q4: 293,764 shares; 2025Q1: 266,937 shares; 2025Q2: 264,306 shares; 2025Q3: 258,114 shares 258,114 $48.5M 0.13% -6,192 Timeline VDC 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: 196,811 shares; 2024Q4: 198,950 shares; 2025Q1: 222,372 shares; 2025Q2: 219,502 shares; 2025Q3: 219,618 shares 219,618 $46.9M 0.13% +116 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,332 shares; 2024Q4: 4,509 shares; 2025Q1: 4,099 shares; 2025Q2: 3,936 shares; 2025Q3: 325,249 shares 325,249 $40.4M 0.11% +321,313 Timeline VDE 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: 191,923 shares; 2024Q4: 197,841 shares; 2025Q1: 226,060 shares; 2025Q2: 243,129 shares; 2025Q3: 244,794 shares 244,794 $30.8M 0.09% +1,665 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,741 shares; 2024Q4: 300,339 shares; 2025Q1: 247,860 shares; 2025Q2: 252,838 shares; 2025Q3: 254,004 shares 254,004 $27.9M 0.08% +1,166 Timeline VIS 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: 75,275 shares; 2024Q4: 75,314 shares; 2025Q1: 81,214 shares; 2025Q2: 83,385 shares; 2025Q3: 82,327 shares 82,327 $24.4M 0.07% -1,058 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 607,883 shares 607,883 $22.7M 0.06% new 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: 97,437 shares; 2024Q4: 94,995 shares; 2025Q1: 91,710 shares; 2025Q2: 91,196 shares; 2025Q3: 92,190 shares 92,190 $22.4M 0.06% +994 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,680 shares; 2024Q4: 202,266 shares; 2025Q1: 215,327 shares; 2025Q2: 224,070 shares; 2025Q3: 227,973 shares 227,973 $21.9M 0.06% +3,903 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: 4,981 shares; 2024Q4: 5,366 shares; 2025Q1: 5,180 shares; 2025Q2: 4,148 shares; 2025Q3: 4,011 shares 4,011 $21.7M 0.06% -137 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: 156,009 shares; 2024Q4: 154,294 shares; 2025Q1: 149,855 shares; 2025Q2: 146,127 shares; 2025Q3: 145,079 shares 145,079 $21M 0.06% -1,048 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: 193,244 shares; 2024Q4: 193,380 shares; 2025Q1: 161,557 shares; 2025Q2: 135,855 shares; 2025Q3: 137,663 shares 137,663 $20.1M 0.06% +1,808 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,963 shares; 2024Q4: 305,321 shares; 2025Q1: 291,540 shares; 2025Q2: 278,820 shares; 2025Q3: 274,709 shares 274,709 $19.6M 0.05% -4,111 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: 138,387 shares; 2024Q4: 121,085 shares; 2025Q1: 118,586 shares; 2025Q2: 77,207 shares; 2025Q3: 76,756 shares 76,756 $19.3M 0.05% -451 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: 362,450 shares; 2024Q4: 364,841 shares; 2025Q1: 340,178 shares; 2025Q2: 315,956 shares; 2025Q3: 321,243 shares 321,243 $19.2M 0.05% +5,287 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,427 shares; 2024Q4: 115,868 shares; 2025Q1: 119,057 shares; 2025Q2: 121,997 shares; 2025Q3: 123,843 shares 123,843 $18.6M 0.05% +1,846 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: 19,685 shares; 2024Q4: 17,066 shares; 2025Q1: 17,451 shares; 2025Q2: 61,261 shares; 2025Q3: 63,710 shares 63,710 $17.9M 0.05% +2,449 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: 24,456 shares; 2024Q4: 24,781 shares; 2025Q1: 26,133 shares; 2025Q2: 26,164 shares; 2025Q3: 26,102 shares 26,102 $17.5M 0.05% -62 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,116 shares; 2024Q4: 355,174 shares; 2025Q1: 343,887 shares; 2025Q2: 332,078 shares; 2025Q3: 333,292 shares 333,292 $16.7M 0.05% +1,214 Timeline VCR 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: 3,348 shares; 2024Q4: 3,258 shares; 2025Q1: 27,246 shares; 2025Q2: 40,938 shares; 2025Q3: 41,965 shares 41,965 $16.6M 0.05% +1,027 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,892 shares; 2024Q4: 170,317 shares; 2025Q1: 164,370 shares; 2025Q2: 162,161 shares; 2025Q3: 160,219 shares 160,219 $16.3M 0.05% -1,942 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: 173,348 shares; 2024Q4: 171,327 shares; 2025Q1: 166,298 shares; 2025Q2: 162,660 shares; 2025Q3: 160,826 shares 160,826 $15.4M 0.04% -1,834 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: 24,318 shares; 2024Q4: 24,617 shares; 2025Q1: 22,941 shares; 2025Q2: 22,077 shares; 2025Q3: 22,099 shares 22,099 $14.7M 0.04% +22 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: 139,225 shares; 2024Q4: 140,512 shares; 2025Q1: 155,854 shares; 2025Q2: 166,897 shares; 2025Q3: 167,273 shares 167,273 $14M 0.04% +376 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,924 shares; 2024Q4: 29,973 shares; 2025Q1: 28,714 shares; 2025Q2: 28,193 shares; 2025Q3: 28,066 shares 28,066 $12.8M 0.04% -127 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: 9,995 shares; 2024Q4: 10,178 shares; 2025Q1: 9,429 shares; 2025Q2: 94,513 shares; 2025Q3: 160,574 shares 160,574 $12.6M 0.03% +66,061 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: 17,534 shares; 2024Q4: 17,793 shares; 2025Q1: 15,949 shares; 2025Q2: 17,012 shares; 2025Q3: 20,643 shares 20,643 $12.4M 0.03% +3,631 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,048 shares; 2024Q4: 4,892,270 shares; 2025Q1: 581,974 shares; 2025Q2: 506,851 shares; 2025Q3: 477,901 shares 477,901 $12.3M 0.03% -28,950 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: 856 shares; 2025Q1: 734 shares; 2025Q2: 718 shares; 2025Q3: 10,529 shares 10,529 $12.3M 0.03% +9,811 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,385 shares; 2024Q4: 83,145 shares; 2025Q1: 83,759 shares; 2025Q2: 84,409 shares; 2025Q3: 82,878 shares 82,878 $12.2M 0.03% -1,531 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: 22,016 shares; 2024Q4: 18,274 shares; 2025Q1: 27,000 shares; 2025Q2: 24,121 shares; 2025Q3: 24,233 shares 24,233 $12.1M 0.03% +112 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,586 shares; 2024Q4: 60,539 shares; 2025Q1: 58,706 shares; 2025Q2: 59,632 shares; 2025Q3: 45,850 shares 45,850 $11.9M 0.03% -13,782 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: 145,015 shares; 2024Q4: 147,016 shares; 2025Q1: 147,265 shares; 2025Q2: 146,407 shares; 2025Q3: 147,400 shares 147,400 $11.9M 0.03% +993 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 56,771 shares; 2025Q1: 57,540 shares; 2025Q2: 57,407 shares; 2025Q3: 57,553 shares 57,553 $11.7M 0.03% +146 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,533 shares; 2024Q4: 5,839 shares; 2025Q1: 157,795 shares; 2025Q2: 163,865 shares; 2025Q3: 140,036 shares 140,036 $11.7M 0.03% -23,829 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,798 shares; 2024Q4: 163,309 shares; 2025Q1: 161,918 shares; 2025Q2: 163,007 shares; 2025Q3: 144,769 shares 144,769 $11.6M 0.03% -18,238 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,744 shares; 2024Q4: 166,995 shares; 2025Q1: 166,029 shares; 2025Q2: 164,787 shares; 2025Q3: 163,873 shares 163,873 $11M 0.03% -914 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,517 shares; 2024Q4: 48,862 shares; 2025Q1: 39,453 shares; 2025Q2: 38,859 shares; 2025Q3: 38,630 shares 38,630 $10.8M 0.03% -229 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,914 shares; 2024Q4: 102,896 shares; 2025Q1: 102,454 shares; 2025Q2: 101,563 shares; 2025Q3: 102,332 shares 102,332 $10.3M 0.03% +769 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,819 shares; 2024Q4: 80,540 shares; 2025Q1: 82,909 shares; 2025Q2: 83,614 shares; 2025Q3: 83,612 shares 83,612 $10.3M 0.03% -2 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: 779 shares; 2025Q3: 13,959 shares 13,959 $10M 0.03% +13,180 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: 732 shares; 2025Q1: not reported; 2025Q2: 541 shares; 2025Q3: 15,920 shares 15,920 $9.79M 0.03% +15,379 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,990 shares; 2024Q4: 64,959 shares; 2025Q1: 68,514 shares; 2025Q2: 68,950 shares; 2025Q3: 69,829 shares 69,829 $9.72M 0.03% +879 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,684 shares; 2024Q4: 18,513 shares; 2025Q1: 18,832 shares; 2025Q2: 19,963 shares; 2025Q3: 19,562 shares 19,562 $9.49M 0.03% -401 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,726 shares; 2024Q4: 10,788 shares; 2025Q1: 32,793 shares; 2025Q2: 94,747 shares; 2025Q3: 96,808 shares 96,808 $9.45M 0.03% +2,061 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: 79,608 shares; 2024Q4: 95,081 shares; 2025Q1: 83,294 shares; 2025Q2: 101,856 shares; 2025Q3: 112,434 shares 112,434 $9.42M 0.03% +10,578 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,119 shares; 2024Q4: 16,309 shares; 2025Q1: 15,686 shares; 2025Q2: 14,031 shares; 2025Q3: 14,946 shares 14,946 $9.15M 0.03% +915 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: 36,034 shares; 2024Q4: 37,944 shares; 2025Q1: 37,420 shares; 2025Q2: 38,605 shares; 2025Q3: 34,473 shares 34,473 $8.77M 0.02% -4,132 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,634 shares; 2024Q4: 72,244 shares; 2025Q1: 70,693 shares; 2025Q2: 77,252 shares; 2025Q3: 78,728 shares 78,728 $8.28M 0.02% +1,476 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,030 shares; 2024Q4: 31,028 shares; 2025Q1: 31,034 shares; 2025Q2: 26,281 shares; 2025Q3: 26,285 shares 26,285 $8.16M 0.02% +4 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: 18,337 shares; 2024Q4: 16,911 shares; 2025Q1: 17,036 shares; 2025Q2: 18,170 shares; 2025Q3: 19,474 shares 19,474 $6.65M 0.02% +1,304 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: 130,996 shares; 2024Q4: 133,384 shares; 2025Q1: 136,740 shares; 2025Q2: 143,396 shares; 2025Q3: 129,973 shares 129,973 $6.55M 0.02% -13,423 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,487 shares; 2024Q4: 15,503 shares; 2025Q1: 15,364 shares; 2025Q2: 14,095 shares; 2025Q3: 13,509 shares 13,509 $6.48M 0.02% -586 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: 52,897 shares; 2024Q4: 50,817 shares; 2025Q1: 197,868 shares; 2025Q2: 58,422 shares; 2025Q3: 53,194 shares 53,194 $6.32M 0.02% -5,228 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: 8,442 shares; 2024Q4: 8,565 shares; 2025Q1: 8,408 shares; 2025Q2: 8,256 shares; 2025Q3: 8,170 shares 8,170 $6.1M 0.02% -86 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: 7,702 shares; 2024Q4: 7,244 shares; 2025Q1: 7,956 shares; 2025Q2: 8,342 shares; 2025Q3: 8,312 shares 8,312 $5.68M 0.02% -30 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: 131,944 shares; 2024Q4: 112,033 shares; 2025Q1: 62,216 shares; 2025Q2: 57,075 shares; 2025Q3: 51,414 shares 51,414 $5.15M 0.01% -5,661 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: 18,569 shares; 2024Q4: 18,404 shares; 2025Q1: 19,095 shares; 2025Q2: 22,661 shares; 2025Q3: 22,907 shares 22,907 $4.27M 0.01% +246 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: 25,555 shares; 2024Q4: 25,706 shares; 2025Q1: 26,493 shares; 2025Q2: 23,227 shares; 2025Q3: 25,161 shares 25,161 $4.07M 0.01% +1,934 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,406 shares; 2024Q4: 21,205 shares; 2025Q1: 25,829 shares; 2025Q2: 42,728 shares; 2025Q3: 44,099 shares 44,099 $4.05M 0.01% +1,371 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: 12,997 shares; 2024Q4: 12,918 shares; 2025Q1: 11,713 shares; 2025Q2: 12,425 shares; 2025Q3: 13,273 shares 13,273 $4.03M 0.01% +848 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: 31,282 shares; 2025Q1: 30,689 shares; 2025Q2: 30,862 shares; 2025Q3: 29,595 shares 29,595 $3.96M 0.01% -1,267 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: 8,177 shares; 2024Q4: 7,633 shares; 2025Q1: 7,130 shares; 2025Q2: 7,705 shares; 2025Q3: 7,791 shares 7,791 $3.65M 0.01% +86 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,648 shares; 2024Q4: 89,792 shares; 2025Q1: 72,304 shares; 2025Q2: 57,860 shares; 2025Q3: 55,147 shares 55,147 $3.64M 0.01% -2,713 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: 9,402 shares; 2024Q4: 10,383 shares; 2025Q1: 11,120 shares; 2025Q2: 11,263 shares; 2025Q3: 12,555 shares 12,555 $3.62M 0.01% +1,292 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: 10,017 shares; 2024Q4: 10,121 shares; 2025Q1: 10,133 shares; 2025Q2: 10,030 shares; 2025Q3: 10,156 shares 10,156 $3.37M 0.01% +126 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,463 shares; 2024Q4: 19,562 shares; 2025Q1: 19,501 shares; 2025Q2: 41,843 shares; 2025Q3: 40,919 shares 40,919 $3.36M 0.01% -924 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: 1,070,398 shares; 2024Q4: 907,356 shares; 2025Q1: 933,187 shares; 2025Q2: 58,810 shares; 2025Q3: 34,253 shares 34,253 $3.36M 0.01% -24,557 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,805 shares; 2024Q4: 9,068 shares; 2025Q1: 9,066 shares; 2025Q2: 9,066 shares; 2025Q3: 9,208 shares 9,208 $3.27M 0.01% +142 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: 60,191 shares; 2024Q4: 54,647 shares; 2025Q1: 45,777 shares; 2025Q2: 48,156 shares; 2025Q3: 46,864 shares 46,864 $3.21M 0.01% -1,292 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: 7,561 shares; 2024Q4: 8,560 shares; 2025Q1: 8,739 shares; 2025Q2: 11,218 shares; 2025Q3: 11,074 shares 11,074 $3.12M 0.01% -144 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: 16,008 shares; 2024Q4: 16,005 shares; 2025Q1: 16,265 shares; 2025Q2: 14,026 shares; 2025Q3: 14,327 shares 14,327 $3M 0.01% +301 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: 87,933 shares; 2024Q4: 88,681 shares; 2025Q1: 6,708 shares; 2025Q2: 7,560 shares; 2025Q3: 10,067 shares 10,067 $2.96M 0.01% +2,507 Timeline PBUS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,544,010 shares; 2025Q2: 66,389 shares; 2025Q3: 44,008 shares 44,008 $2.95M 0.01% -22,381 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: 14,637 shares; 2024Q4: 16,882 shares; 2025Q1: 14,142 shares; 2025Q2: 13,196 shares; 2025Q3: 13,390 shares 13,390 $2.89M 0.01% +194 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,730 shares; 2024Q4: 42,015 shares; 2025Q1: 47,557 shares; 2025Q2: 39,724 shares; 2025Q3: 44,385 shares 44,385 $2.89M 0.01% +4,661 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 1,665 shares; 2025Q1: 3,016 shares; 2025Q2: 7,302 shares; 2025Q3: 6,155 shares 6,155 $2.75M 0.01% -1,147 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,176 shares; 2024Q4: 8,807 shares; 2025Q1: 8,635 shares; 2025Q2: 9,491 shares; 2025Q3: 9,727 shares 9,727 $2.74M 0.01% +236 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: 16,911 shares; 2024Q4: 16,941 shares; 2025Q1: 14,874 shares; 2025Q2: 14,770 shares; 2025Q3: 16,313 shares 16,313 $2.71M 0.01% +1,543 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: 48,375 shares; 2024Q4: 44,158 shares; 2025Q1: 28,776 shares; 2025Q2: 30,547 shares; 2025Q3: 30,353 shares 30,353 $2.65M 0.01% -194 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: 8,631 shares; 2024Q4: 8,268 shares; 2025Q1: 8,354 shares; 2025Q2: 8,326 shares; 2025Q3: 8,313 shares 8,313 $2.64M 0.01% -13 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,684 shares; 2024Q4: 93,586 shares; 2025Q1: 87,437 shares; 2025Q2: 57,598 shares; 2025Q3: 96,916 shares 96,916 $2.55M 0.01% +39,318 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,366 shares; 2024Q4: 14,433 shares; 2025Q1: 14,281 shares; 2025Q2: 16,448 shares; 2025Q3: 15,456 shares 15,456 $2.3M 0.01% -992 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,512 shares; 2024Q4: 72,852 shares; 2025Q1: 63,651 shares; 2025Q2: 57,730 shares; 2025Q3: 64,775 shares 64,775 $2.17M 0.01% +7,045 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,066 shares; 2024Q4: 14,060 shares; 2025Q1: 14,060 shares; 2025Q2: 14,060 shares; 2025Q3: 14,105 shares 14,105 $2.08M 0.01% +45 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: 20,349 shares; 2024Q4: 57,322 shares; 2025Q1: 55,327 shares; 2025Q2: 65,495 shares; 2025Q3: 72,052 shares 72,052 $1.97M 0.01% +6,557 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,123 shares; 2024Q4: 56,583 shares; 2025Q1: 51,054 shares; 2025Q2: 31,355 shares; 2025Q3: 28,285 shares 28,285 $1.85M 0.01% -3,070 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,974 shares; 2024Q4: 2,881 shares; 2025Q1: 2,818 shares; 2025Q2: 5,391 shares; 2025Q3: 5,696 shares 5,696 $1.76M <0.01% +305 Timeline 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: 11,800 shares; 2025Q1: 11,508 shares; 2025Q2: 11,538 shares; 2025Q3: 12,101 shares 12,101 $1.76M <0.01% +563 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,474 shares; 2024Q4: 6,612 shares; 2025Q1: 6,109 shares; 2025Q2: 5,797 shares; 2025Q3: 6,005 shares 6,005 $1.76M <0.01% +208 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696 shares; 2024Q4: 687 shares; 2025Q1: 694 shares; 2025Q2: 708 shares; 2025Q3: 747 shares 747 $1.75M <0.01% +39 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: 11,285 shares; 2024Q4: 10,822 shares; 2025Q1: 11,607 shares; 2025Q2: 11,323 shares; 2025Q3: 9,445 shares 9,445 $1.72M <0.01% -1,878 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: 6,630 shares; 2024Q4: 6,511 shares; 2025Q1: 6,875 shares; 2025Q2: 5,257 shares; 2025Q3: 5,272 shares 5,272 $1.62M <0.01% +15 Timeline GGG GRACO INC More: the full row for GRACO 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: 18,996 shares; 2025Q3: 19,001 shares 19,001 $1.61M <0.01% +5 Timeline SPAB 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: 57,382 shares; 2025Q2: 117,392 shares; 2025Q3: 61,631 shares 61,631 $1.59M <0.01% -55,761 Timeline IVW 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: 15,304 shares; 2024Q4: 13,024 shares; 2025Q1: 12,920 shares; 2025Q2: 12,692 shares; 2025Q3: 12,675 shares 12,675 $1.53M <0.01% -17 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: 4,646 shares; 2024Q4: 4,704 shares; 2025Q1: 4,435 shares; 2025Q2: 3,917 shares; 2025Q3: 5,407 shares 5,407 $1.51M <0.01% +1,490 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,496 shares; 2024Q4: 5,189 shares; 2025Q1: 5,121 shares; 2025Q2: 5,121 shares; 2025Q3: 14,935 shares 14,935 $1.5M <0.01% +9,814 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: 3,964 shares; 2024Q4: 4,174 shares; 2025Q1: 3,955 shares; 2025Q2: 2,997 shares; 2025Q3: 3,009 shares 3,009 $1.48M <0.01% +12 Timeline CMF 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: 23,010 shares; 2024Q4: 25,246 shares; 2025Q1: 25,563 shares; 2025Q2: 27,495 shares; 2025Q3: 25,819 shares 25,819 $1.47M <0.01% -1,676 Timeline SCHE 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: 46,120 shares; 2024Q4: 43,261 shares; 2025Q1: 44,345 shares; 2025Q2: 45,536 shares; 2025Q3: 43,618 shares 43,618 $1.46M <0.01% -1,918 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,564 shares; 2024Q4: 8,135 shares; 2025Q1: 7,569 shares; 2025Q2: 11,614 shares; 2025Q3: 10,098 shares 10,098 $1.43M <0.01% -1,516 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 1,956 shares; 2025Q1: 1,925 shares; 2025Q2: 1,842 shares; 2025Q3: 2,039 shares 2,039 $1.42M <0.01% +197 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: 7,933 shares; 2024Q4: 8,872 shares; 2025Q1: 7,720 shares; 2025Q2: 6,935 shares; 2025Q3: 6,674 shares 6,674 $1.39M <0.01% -261 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,572 shares; 2024Q4: 17,797 shares; 2025Q1: 15,141 shares; 2025Q2: 15,141 shares; 2025Q3: 15,141 shares 15,141 $1.36M <0.01% 0 Timeline SCHH 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: 50,558 shares; 2024Q4: 57,670 shares; 2025Q1: 60,655 shares; 2025Q2: 62,823 shares; 2025Q3: 62,954 shares 62,954 $1.36M <0.01% +131 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: 32,250 shares; 2024Q4: 24,827 shares; 2025Q1: 18,547 shares; 2025Q2: 13,680 shares; 2025Q3: 18,340 shares 18,340 $1.35M <0.01% +4,660 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946,059 shares; 2024Q4: 959,823 shares; 2025Q1: 926,706 shares; 2025Q2: 937,000 shares; 2025Q3: 15,636 shares 15,636 $1.3M <0.01% -921,364 Timeline FNDX 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: 6,160 shares; 2024Q4: 15,483 shares; 2025Q1: 16,638 shares; 2025Q2: 23,351 shares; 2025Q3: 47,648 shares 47,648 $1.25M <0.01% +24,297 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: 7,861 shares; 2024Q4: 7,545 shares; 2025Q1: 7,742 shares; 2025Q2: 6,346 shares; 2025Q3: 6,762 shares 6,762 $1.24M <0.01% +416 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,396 shares; 2024Q4: 23,396 shares; 2025Q1: 23,396 shares; 2025Q2: 23,396 shares; 2025Q3: 23,396 shares 23,396 $1.24M <0.01% 0 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: 5,690 shares; 2024Q4: 5,625 shares; 2025Q1: 5,506 shares; 2025Q2: 5,962 shares; 2025Q3: 6,052 shares 6,052 $1.24M <0.01% +90 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: 1,487 shares; 2024Q4: 1,491 shares; 2025Q1: 1,333 shares; 2025Q2: 1,083 shares; 2025Q3: 1,130 shares 1,130 $1.22M <0.01% +47 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,751 shares; 2024Q4: 37,559 shares; 2025Q1: 37,667 shares; 2025Q2: 37,515 shares; 2025Q3: 37,528 shares 37,528 $1.21M <0.01% +13 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: 24,600 shares; 2024Q4: 23,934 shares; 2025Q1: 22,638 shares; 2025Q2: 3,088 shares; 2025Q3: 3,271 shares 3,271 $1.15M <0.01% +183 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,344 shares; 2024Q4: 10,355 shares; 2025Q1: 16,196 shares; 2025Q2: 16,760 shares; 2025Q3: 16,691 shares 16,691 $1.13M <0.01% -69 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: 11,026 shares; 2025Q1: 11,026 shares; 2025Q2: 13,987 shares; 2025Q3: 20,972 shares 20,972 $1.12M <0.01% +6,985 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: 10,555 shares; 2024Q4: 9,127 shares; 2025Q1: 9,028 shares; 2025Q2: 8,804 shares; 2025Q3: 8,822 shares 8,822 $1.12M <0.01% +18 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: 9,806 shares; 2024Q4: 7,253 shares; 2025Q1: 7,472 shares; 2025Q2: 6,177 shares; 2025Q3: 7,199 shares 7,199 $1.12M <0.01% +1,022 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 405 shares; 2025Q1: 350 shares; 2025Q2: 1,397 shares; 2025Q3: 1,451 shares 1,451 $1.1M <0.01% +54 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: 10,158 shares; 2024Q4: 10,334 shares; 2025Q1: 10,538 shares; 2025Q2: 10,837 shares; 2025Q3: 11,653 shares 11,653 $1.09M <0.01% +816 Timeline DHI D R HORTON INC More: the full row for D R HORTON 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: 6,363 shares 6,363 $1.08M <0.01% new 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: 4,134 shares; 2024Q4: 4,199 shares; 2025Q1: 4,021 shares; 2025Q2: 3,809 shares; 2025Q3: 4,350 shares 4,350 $1.07M <0.01% +541 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,808 shares; 2024Q4: 189,397 shares; 2025Q1: 193,989 shares; 2025Q2: 213,014 shares; 2025Q3: 3,369 shares 3,369 $1.04M <0.01% -209,645 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,330 shares; 2024Q4: 4,679 shares; 2025Q1: 4,290 shares; 2025Q2: 4,295 shares; 2025Q3: 4,403 shares 4,403 $1.04M <0.01% +108 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: 2,890 shares; 2024Q4: 3,119 shares; 2025Q1: 4,220 shares; 2025Q2: 2,956 shares; 2025Q3: 3,450 shares 3,450 $1.04M <0.01% +494 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,395 shares; 2024Q4: 4,925 shares; 2025Q1: 4,794 shares; 2025Q2: 5,071 shares; 2025Q3: 5,258 shares 5,258 $1.03M <0.01% +187 Timeline IWV 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: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,645 shares; 2025Q2: 2,645 shares; 2025Q3: 2,645 shares 2,645 $1M <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,144 shares; 2024Q4: 3,121 shares; 2025Q1: 3,149 shares; 2025Q2: 4,429 shares; 2025Q3: 4,698 shares 4,698 $999K <0.01% +269 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,938 shares; 2024Q4: 2,138 shares; 2025Q1: 1,938 shares; 2025Q2: 1,938 shares; 2025Q3: 1,964 shares 1,964 $980K <0.01% +26 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,753 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,293 shares; 2025Q3: 27,559 shares 27,559 $979K <0.01% +16,266 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,252 shares; 2024Q4: 267,063 shares; 2025Q1: 24,199 shares; 2025Q2: 8,253 shares; 2025Q3: 8,306 shares 8,306 $956K <0.01% +53 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,412 shares; 2024Q4: 19,410 shares; 2025Q1: 19,407 shares; 2025Q2: 19,407 shares; 2025Q3: 18,416 shares 18,416 $948K <0.01% -991 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973,078 shares; 2024Q4: 19,516 shares; 2025Q1: 6,490 shares; 2025Q2: 12,387 shares; 2025Q3: 12,466 shares 12,466 $940K <0.01% +79 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,260,064 shares; 2025Q1: 2,413,175 shares; 2025Q2: 2,531,016 shares; 2025Q3: 57,351 shares 57,351 $931K <0.01% -2,473,665 Timeline 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: 19,643 shares; 2024Q4: 39,228 shares; 2025Q1: 39,228 shares; 2025Q2: 39,228 shares; 2025Q3: 39,228 shares 39,228 $921K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,455 shares; 2024Q4: 2,459 shares; 2025Q1: 3,075 shares; 2025Q2: 2,902 shares; 2025Q3: 2,802 shares 2,802 $905K <0.01% -100 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: 4,827 shares; 2025Q1: 4,472 shares; 2025Q2: 3,623 shares; 2025Q3: 3,820 shares 3,820 $903K <0.01% +197 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: 6,887 shares; 2024Q4: 7,409 shares; 2025Q1: 6,586 shares; 2025Q2: 6,774 shares; 2025Q3: 6,907 shares 6,907 $891K <0.01% +133 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 3,128 shares; 2025Q1: 3,061 shares; 2025Q2: 2,973 shares; 2025Q3: 2,988 shares 2,988 $889K <0.01% +15 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,111 shares; 2024Q4: 3,933 shares; 2025Q1: 4,515 shares; 2025Q2: 5,132 shares; 2025Q3: 5,574 shares 5,574 $886K <0.01% +442 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: 4,122 shares; 2025Q1: 2,487 shares; 2025Q2: 4,548 shares; 2025Q3: 4,518 shares 4,518 $879K <0.01% -30 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE 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: 3,694 shares; 2025Q2: 3,694 shares; 2025Q3: 3,709 shares 3,709 $853K <0.01% +15 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: 6,721 shares; 2024Q4: 7,786 shares; 2025Q1: 6,035 shares; 2025Q2: 5,603 shares; 2025Q3: 6,458 shares 6,458 $847K <0.01% +855 Timeline ESGV 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: 9,287 shares; 2024Q4: 8,565 shares; 2025Q1: 7,399 shares; 2025Q2: 7,231 shares; 2025Q3: 7,099 shares 7,099 $841K <0.01% -132 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: 17,317 shares; 2024Q4: 14,222 shares; 2025Q1: 13,981 shares; 2025Q2: 14,090 shares; 2025Q3: 14,676 shares 14,676 $839K <0.01% +586 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,799 shares; 2024Q4: 10,799 shares; 2025Q1: 10,729 shares; 2025Q2: 10,738 shares; 2025Q3: 10,758 shares 10,758 $824K <0.01% +20 Timeline XLG 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: 13,460 shares; 2024Q4: 13,340 shares; 2025Q1: 13,421 shares; 2025Q2: 13,455 shares; 2025Q3: 14,158 shares 14,158 $814K <0.01% +703 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,873 shares; 2024Q4: 6,247 shares; 2025Q1: 5,604 shares; 2025Q2: 5,367 shares; 2025Q3: 5,817 shares 5,817 $810K <0.01% +450 Timeline FNDA 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: 5,981 shares; 2024Q4: 10,189 shares; 2025Q1: not reported; 2025Q2: 11,047 shares; 2025Q3: 25,810 shares 25,810 $804K <0.01% +14,763 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,799 shares; 2024Q4: 18,083 shares; 2025Q1: 16,931 shares; 2025Q2: 16,931 shares; 2025Q3: 16,931 shares 16,931 $780K <0.01% 0 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: 5,417 shares; 2024Q4: 5,070 shares; 2025Q1: 4,846 shares; 2025Q2: 4,821 shares; 2025Q3: 4,416 shares 4,416 $771K <0.01% -405 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,195 shares; 2024Q4: 5,485 shares; 2025Q1: 5,486 shares; 2025Q2: 5,195 shares; 2025Q3: 4,862 shares 4,862 $755K <0.01% -333 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,166 shares; 2024Q4: 6,166 shares; 2025Q1: 6,230 shares; 2025Q2: 6,235 shares; 2025Q3: 6,330 shares 6,330 $750K <0.01% +95 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,289 shares; 2024Q4: 4,367 shares; 2025Q1: 4,505 shares; 2025Q2: 4,448 shares; 2025Q3: 4,481 shares 4,481 $737K <0.01% +33 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,532 shares; 2024Q4: 8,521 shares; 2025Q1: 8,521 shares; 2025Q2: 8,521 shares; 2025Q3: 8,521 shares 8,521 $733K <0.01% 0 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: 3,335 shares; 2024Q4: 3,487 shares; 2025Q1: 3,212 shares; 2025Q2: 3,697 shares; 2025Q3: 3,639 shares 3,639 $733K <0.01% -58 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,236 shares; 2024Q4: 8,236 shares; 2025Q1: 7,147 shares; 2025Q2: 7,147 shares; 2025Q3: 8,179 shares 8,179 $729K <0.01% +1,032 Timeline IWR 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: 6,336 shares; 2024Q4: 6,215 shares; 2025Q1: 6,222 shares; 2025Q2: 7,567 shares; 2025Q3: 7,510 shares 7,510 $725K <0.01% -57 Timeline ESML 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: 18,256 shares; 2024Q4: 17,108 shares; 2025Q1: 17,257 shares; 2025Q2: 16,593 shares; 2025Q3: 16,037 shares 16,037 $723K <0.01% -556 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 2,055 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,824 shares 3,824 $723K <0.01% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,738 shares; 2025Q1: 1,666 shares; 2025Q2: 2,785 shares; 2025Q3: 2,791 shares 2,791 $716K <0.01% +6 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,439 shares; 2025Q1: 5,439 shares; 2025Q2: 5,439 shares; 2025Q3: 5,439 shares 5,439 $703K <0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,680 shares; 2024Q4: 22,488 shares; 2025Q1: 21,870 shares; 2025Q2: 22,488 shares; 2025Q3: 22,025 shares 22,025 $703K <0.01% -463 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,240 shares; 2024Q4: 4,276 shares; 2025Q1: 4,271 shares; 2025Q2: 5,400 shares; 2025Q3: 4,513 shares 4,513 $696K <0.01% -887 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: 4,111 shares; 2024Q4: 4,073 shares; 2025Q1: 4,119 shares; 2025Q2: 4,298 shares; 2025Q3: 4,179 shares 4,179 $678K <0.01% -119 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,942 shares; 2025Q1: 1,979 shares; 2025Q2: 2,178 shares; 2025Q3: 2,094 shares 2,094 $675K <0.01% -84 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: 14,227 shares; 2024Q4: 29,575 shares; 2025Q1: 25,164 shares; 2025Q2: 6,219 shares; 2025Q3: 9,069 shares 9,069 $674K <0.01% +2,850 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: 4,124 shares; 2024Q4: 4,035 shares; 2025Q1: 4,193 shares; 2025Q2: 3,453 shares; 2025Q3: 3,485 shares 3,485 $672K <0.01% +32 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,175 shares; 2024Q4: 12,150 shares; 2025Q1: 13,981 shares; 2025Q2: 11,448 shares; 2025Q3: 12,381 shares 12,381 $667K <0.01% +933 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,179 shares; 2024Q4: 8,386 shares; 2025Q1: 8,223 shares; 2025Q2: 7,408 shares; 2025Q3: 7,398 shares 7,398 $661K <0.01% -10 Timeline CPSS CONSUMER PORTFOLIO SVCS INC More: the full row for CONSUMER PORTFOLIO 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: not reported; 2025Q3: 86,233 shares 86,233 $651K <0.01% new Timeline MGK 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: 1,469 shares; 2024Q4: 1,998 shares; 2025Q1: 1,502 shares; 2025Q2: 1,623 shares; 2025Q3: 1,608 shares 1,608 $647K <0.01% -15 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: 872 shares; 2024Q4: 796 shares; 2025Q1: 854 shares; 2025Q2: 861 shares; 2025Q3: 1,057 shares 1,057 $644K <0.01% +196 Timeline IWP 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: 2,280 shares; 2024Q4: 1,915 shares; 2025Q1: 1,910 shares; 2025Q2: 4,593 shares; 2025Q3: 4,507 shares 4,507 $642K <0.01% -86 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063,067 shares; 2024Q4: 25,399 shares; 2025Q1: 13,059 shares; 2025Q2: 6,999 shares; 2025Q3: 6,400 shares 6,400 $641K <0.01% -599 Timeline PRF 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: 15,121 shares; 2024Q4: 15,616 shares; 2025Q1: 14,396 shares; 2025Q2: 14,335 shares; 2025Q3: 13,900 shares 13,900 $628K <0.01% -435 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,288 shares; 2025Q1: 6,864 shares; 2025Q2: 6,764 shares; 2025Q3: 6,676 shares 6,676 $628K <0.01% -88 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,030 shares; 2024Q4: 24,733 shares; 2025Q1: 24,733 shares; 2025Q2: 21,128 shares; 2025Q3: 14,913 shares 14,913 $626K <0.01% -6,215 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,297 shares; 2025Q1: 1,319 shares; 2025Q2: 1,348 shares; 2025Q3: 1,481 shares 1,481 $625K <0.01% +133 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,454 shares; 2024Q4: 18,608 shares; 2025Q1: 16,103 shares; 2025Q2: 12,686 shares; 2025Q3: 12,727 shares 12,727 $624K <0.01% +41 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: 9,906 shares; 2024Q4: 7,194 shares; 2025Q1: 7,169 shares; 2025Q2: 8,045 shares; 2025Q3: 5,948 shares 5,948 $622K <0.01% -2,097 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: 1,398 shares; 2024Q4: 1,393 shares; 2025Q1: 1,408 shares; 2025Q2: 1,401 shares; 2025Q3: 1,456 shares 1,456 $615K <0.01% +55 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,264 shares; 2024Q4: 8,402 shares; 2025Q1: 8,402 shares; 2025Q2: 8,363 shares; 2025Q3: 9,095 shares 9,095 $609K <0.01% +732 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: 1,826 shares; 2025Q1: 1,991 shares; 2025Q2: 1,740 shares; 2025Q3: 2,234 shares 2,234 $606K <0.01% +494 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: 12,234 shares; 2024Q4: 10,128 shares; 2025Q1: 9,179 shares; 2025Q2: 10,180 shares; 2025Q3: 9,116 shares 9,116 $602K <0.01% -1,064 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,743 shares; 2025Q1: 1,731 shares; 2025Q2: 1,733 shares; 2025Q3: 1,737 shares 1,737 $600K <0.01% +4 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,112 shares; 2024Q4: 4,348 shares; 2025Q1: 8,891 shares; 2025Q2: 4,348 shares; 2025Q3: 4,348 shares 4,348 $597K <0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 2,598 shares; 2025Q1: 2,564 shares; 2025Q2: 2,165 shares; 2025Q3: 2,126 shares 2,126 $594K <0.01% -39 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,536 shares; 2024Q4: 6,144 shares; 2025Q1: 4,975 shares; 2025Q2: 5,022 shares; 2025Q3: 5,316 shares 5,316 $590K <0.01% +294 Timeline LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,800 shares; 2024Q4: 56,500 shares; 2025Q1: 56,500 shares; 2025Q2: 56,500 shares; 2025Q3: 56,500 shares 56,500 $586K <0.01% 0 Timeline DFAT 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: 10,439 shares; 2024Q4: 12,139 shares; 2025Q1: 10,036 shares; 2025Q2: 10,036 shares; 2025Q3: 10,036 shares 10,036 $584K <0.01% 0 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: 4,669 shares; 2024Q4: 5,980 shares; 2025Q1: 4,487 shares; 2025Q2: 3,833 shares; 2025Q3: 4,109 shares 4,109 $579K <0.01% +276 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,469 shares; 2024Q4: 6,846 shares; 2025Q1: 6,482 shares; 2025Q2: 9,165 shares; 2025Q3: 7,490 shares 7,490 $575K <0.01% -1,675 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,305 shares; 2024Q4: 11,615 shares; 2025Q1: 10,662 shares; 2025Q2: 8,196 shares; 2025Q3: 7,841 shares 7,841 $574K <0.01% -355 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,560 shares; 2024Q4: 11,560 shares; 2025Q1: 11,560 shares; 2025Q2: 9,239 shares; 2025Q3: 9,239 shares 9,239 $570K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,408 shares; 2024Q4: 7,442 shares; 2025Q1: 7,654 shares; 2025Q2: 7,240 shares; 2025Q3: 7,930 shares 7,930 $567K <0.01% +690 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 12,680 shares; 2025Q3: 12,680 shares 12,680 $564K <0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 1,280 shares; 2025Q1: 1,269 shares; 2025Q2: 1,198 shares; 2025Q3: 1,174 shares 1,174 $559K <0.01% -24 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,755 shares; 2024Q4: 1,648 shares; 2025Q1: 1,812 shares; 2025Q2: 1,714 shares; 2025Q3: 1,727 shares 1,727 $559K <0.01% +13 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: 1,439 shares; 2024Q4: 1,397 shares; 2025Q1: 1,389 shares; 2025Q2: 1,349 shares; 2025Q3: 715 shares 715 $552K <0.01% -634 Timeline SCHR 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: 9,862 shares; 2024Q4: 23,444 shares; 2025Q1: 21,264 shares; 2025Q2: 21,700 shares; 2025Q3: 21,943 shares 21,943 $551K <0.01% +243 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,688 shares; 2024Q4: 2,846 shares; 2025Q1: 2,791 shares; 2025Q2: 2,909 shares; 2025Q3: 3,271 shares 3,271 $547K <0.01% +362 Timeline VOOG 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: 615 shares; 2024Q4: 1,347 shares; 2025Q1: 1,310 shares; 2025Q2: 1,296 shares; 2025Q3: 1,254 shares 1,254 $546K <0.01% -42 Timeline DFUV 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: 11,505 shares; 2024Q4: 12,915 shares; 2025Q1: 12,158 shares; 2025Q2: 12,158 shares; 2025Q3: 12,158 shares 12,158 $543K <0.01% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,149 shares; 2024Q4: 8,162 shares; 2025Q1: 8,149 shares; 2025Q2: 8,149 shares; 2025Q3: 8,290 shares 8,290 $539K <0.01% +141 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,027 shares; 2024Q4: 7,027 shares; 2025Q1: 7,027 shares; 2025Q2: 7,027 shares; 2025Q3: 7,027 shares 7,027 $538K <0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 4,086 shares; 2025Q1: 3,347 shares; 2025Q2: 2,220 shares; 2025Q3: 2,636 shares 2,636 $537K <0.01% +416 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: 947 shares; 2024Q4: 784 shares; 2025Q1: not reported; 2025Q2: 935 shares; 2025Q3: 1,524 shares 1,524 $533K <0.01% +589 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: 3,469 shares; 2024Q4: 3,079 shares; 2025Q1: 3,235 shares; 2025Q2: 2,974 shares; 2025Q3: 3,082 shares 3,082 $527K <0.01% +108 Timeline VSGX 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: 6,898 shares; 2024Q4: 6,953 shares; 2025Q1: 7,794 shares; 2025Q2: 7,640 shares; 2025Q3: 7,584 shares 7,584 $526K <0.01% -56 Timeline AIZ ASSURANT INC More: the full row for ASSURANT 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: 2,420 shares 2,420 $524K <0.01% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,532 shares; 2024Q4: 22,520 shares; 2025Q1: 12,975 shares; 2025Q2: 12,975 shares; 2025Q3: 13,566 shares 13,566 $523K <0.01% +591 Timeline VFH 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: 3,829 shares; 2024Q4: 4,607 shares; 2025Q1: 3,336 shares; 2025Q2: 3,964 shares; 2025Q3: 3,964 shares 3,964 $520K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 124 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 121 shares 121 $519K <0.01% -7 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 972 shares; 2025Q1: 952 shares; 2025Q2: 950 shares; 2025Q3: 1,455 shares 1,455 $519K <0.01% +505 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: 1,715 shares; 2024Q4: 2,002 shares; 2025Q1: 1,489 shares; 2025Q2: 2,267 shares; 2025Q3: 2,730 shares 2,730 $518K <0.01% +463 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares 14,000 $515K <0.01% 0 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,344 shares; 2024Q4: 257,344 shares; 2025Q1: 257,444 shares; 2025Q2: 257,344 shares; 2025Q3: 257,344 shares 257,344 $504K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,904 shares; 2024Q4: 8,389 shares; 2025Q1: 8,751 shares; 2025Q2: 8,159 shares; 2025Q3: 9,395 shares 9,395 $502K <0.01% +1,236 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 782 shares; 2025Q1: 783 shares; 2025Q2: 776 shares; 2025Q3: 783 shares 783 $500K <0.01% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,466 shares 1,466 $500K <0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 3,932 shares; 2025Q1: 3,983 shares; 2025Q2: 4,661 shares; 2025Q3: 6,813 shares 6,813 $497K <0.01% +2,152 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,281 shares; 2024Q4: 4,214 shares; 2025Q1: 4,178 shares; 2025Q2: 5,948 shares; 2025Q3: 4,800 shares 4,800 $495K <0.01% -1,148 Timeline FNDF 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: 10,325 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,876 shares; 2025Q3: 11,389 shares 11,389 $489K <0.01% +4,513 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 699 shares; 2025Q1: 707 shares; 2025Q2: 796 shares; 2025Q3: 1,058 shares 1,058 $484K <0.01% +262 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 3,339 shares; 2025Q1: 1,550 shares; 2025Q2: 1,585 shares; 2025Q3: 1,609 shares 1,609 $482K <0.01% +24 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,149 shares; 2024Q4: 13,450 shares; 2025Q1: 13,450 shares; 2025Q2: 12,968 shares; 2025Q3: 12,944 shares 12,944 $459K <0.01% -24 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 523 shares; 2025Q1: 587 shares; 2025Q2: 433 shares; 2025Q3: 466 shares 466 $451K <0.01% +33 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: 6,247 shares; 2024Q4: 6,662 shares; 2025Q1: 6,572 shares; 2025Q2: 6,572 shares; 2025Q3: 6,572 shares 6,572 $450K <0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 2,521 shares; 2025Q1: 2,800 shares; 2025Q2: 3,048 shares; 2025Q3: 2,249 shares 2,249 $446K <0.01% -799 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,700 shares; 2024Q4: 123,173 shares; 2025Q1: 253,074 shares; 2025Q2: 259,416 shares; 2025Q3: 6,789 shares 6,789 $443K <0.01% -252,627 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 3,783 shares; 2025Q1: 3,379 shares; 2025Q2: 3,622 shares; 2025Q3: 3,927 shares 3,927 $439K <0.01% +305 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: 4,216 shares; 2024Q4: 4,447 shares; 2025Q1: 4,248 shares; 2025Q2: 4,020 shares; 2025Q3: 4,566 shares 4,566 $435K <0.01% +546 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: 5,752 shares; 2024Q4: 5,592 shares; 2025Q1: 5,485 shares; 2025Q2: 4,637 shares; 2025Q3: 5,149 shares 5,149 $433K <0.01% +512 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,006 shares; 2024Q4: 6,114 shares; 2025Q1: 11,433 shares; 2025Q2: 9,634 shares; 2025Q3: 10,036 shares 10,036 $429K <0.01% +402 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,489 shares; 2024Q4: 11,489 shares; 2025Q1: 11,489 shares; 2025Q2: 11,489 shares; 2025Q3: 11,489 shares 11,489 $429K <0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,664 shares; 2024Q4: 5,045 shares; 2025Q1: 5,233 shares; 2025Q2: 5,008 shares; 2025Q3: 5,523 shares 5,523 $424K <0.01% +515 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 1,990 shares; 2025Q1: 1,865 shares; 2025Q2: 2,038 shares; 2025Q3: 2,842 shares 2,842 $419K <0.01% +804 Timeline IWN 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: 1,869 shares; 2024Q4: 2,638 shares; 2025Q1: 2,665 shares; 2025Q2: 2,430 shares; 2025Q3: 2,363 shares 2,363 $418K <0.01% -67 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,203 shares; 2025Q1: 1,313 shares; 2025Q2: 1,229 shares; 2025Q3: 1,389 shares 1,389 $417K <0.01% +160 Timeline DFUS 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: 12,210 shares; 2024Q4: 12,210 shares; 2025Q1: 12,210 shares; 2025Q2: 12,210 shares; 2025Q3: 5,749 shares 5,749 $416K <0.01% -6,461 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 1,488 shares; 2025Q1: 1,365 shares; 2025Q2: 1,296 shares; 2025Q3: 1,458 shares 1,458 $412K <0.01% +162 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,463 shares; 2024Q4: 3,899 shares; 2025Q1: 2,927 shares; 2025Q2: 3,114 shares; 2025Q3: 1,991 shares 1,991 $411K <0.01% -1,123 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH 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: 5,720 shares; 2025Q2: 4,419 shares; 2025Q3: 4,585 shares 4,585 $409K <0.01% +166 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: 15,286 shares; 2025Q3: 15,345 shares 15,345 $405K <0.01% +59 Timeline WGO WINNEBAGO INDS INC More: the full row for WINNEBAGO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,045 shares; 2025Q1: 12,045 shares; 2025Q2: 12,045 shares; 2025Q3: 12,045 shares 12,045 $403K <0.01% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,759 shares; 2024Q4: 20,117 shares; 2025Q1: 4,560 shares; 2025Q2: 7,732 shares; 2025Q3: 7,857 shares 7,857 $403K <0.01% +125 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS 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: 20,115 shares; 2025Q3: 18,682 shares 18,682 $402K <0.01% -1,433 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: 5,751 shares; 2024Q4: 4,527 shares; 2025Q1: 4,413 shares; 2025Q2: 4,566 shares; 2025Q3: 4,424 shares 4,424 $402K <0.01% -142 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,476 shares; 2025Q1: 12,015 shares; 2025Q2: 17,843 shares; 2025Q3: 23,273 shares 23,273 $399K <0.01% +5,430 Timeline CHMG CHEMUNG FINL CORP More: the full row for CHEMUNG FINL 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: 16,549 shares; 2025Q3: 7,598 shares 7,598 $399K <0.01% -8,951 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,706 shares; 2024Q4: 1,709 shares; 2025Q1: 804 shares; 2025Q2: 766 shares; 2025Q3: 854 shares 854 $396K <0.01% +88 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 2,812 shares; 2025Q1: 3,052 shares; 2025Q2: 2,585 shares; 2025Q3: 2,601 shares 2,601 $395K <0.01% +16 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,399 shares; 2024Q4: 2,741 shares; 2025Q1: 3,327 shares; 2025Q2: 3,079 shares; 2025Q3: 3,697 shares 3,697 $394K <0.01% +618 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,218 shares; 2024Q4: 3,218 shares; 2025Q1: 2,987 shares; 2025Q2: 2,955 shares; 2025Q3: 2,952 shares 2,952 $391K <0.01% -3 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,235 shares; 2025Q1: 7,725 shares; 2025Q2: 6,337 shares; 2025Q3: 6,270 shares 6,270 $390K <0.01% -67 Timeline VHT 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: 2,065 shares; 2024Q4: 2,153 shares; 2025Q1: 1,992 shares; 2025Q2: 1,425 shares; 2025Q3: 1,493 shares 1,493 $388K <0.01% +68 Timeline VGK 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: 3,550 shares; 2024Q4: 3,765 shares; 2025Q1: 4,238 shares; 2025Q2: 6,283 shares; 2025Q3: 4,807 shares 4,807 $384K <0.01% -1,476 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,998 shares; 2024Q4: 5,481 shares; 2025Q1: 4,895 shares; 2025Q2: 4,973 shares; 2025Q3: 5,591 shares 5,591 $378K <0.01% +618 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,690 shares 1,690 $375K <0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,064 shares; 2024Q4: 8,679 shares; 2025Q1: 8,258 shares; 2025Q2: 8,139 shares; 2025Q3: 6,538 shares 6,538 $371K <0.01% -1,601 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 4,906 shares; 2025Q1: 3,283 shares; 2025Q2: 8,946 shares; 2025Q3: 9,640 shares 9,640 $367K <0.01% +694 Timeline JNK 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: 3,846 shares; 2024Q4: 3,730 shares; 2025Q1: 3,815 shares; 2025Q2: 3,738 shares; 2025Q3: 3,738 shares 3,738 $366K <0.01% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 3,252 shares 3,252 $365K <0.01% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,493 shares; 2025Q1: 1,402 shares; 2025Q2: 1,560 shares; 2025Q3: 1,240 shares 1,240 $364K <0.01% -320 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 407 shares; 2025Q1: 341 shares; 2025Q2: 3,952 shares; 2025Q3: 3,378 shares 3,378 $364K <0.01% -574 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,942 shares; 2024Q4: 2,974 shares; 2025Q1: 3,297 shares; 2025Q2: 3,007 shares; 2025Q3: 3,041 shares 3,041 $360K <0.01% +34 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 994 shares; 2024Q4: 915 shares; 2025Q1: 824 shares; 2025Q2: 927 shares; 2025Q3: 955 shares 955 $357K <0.01% +28 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU 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: 18,409 shares 18,409 $355K <0.01% new Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,482 shares; 2024Q4: 6,182 shares; 2025Q1: 4,907 shares; 2025Q2: 4,907 shares; 2025Q3: 4,900 shares 4,900 $355K <0.01% -7 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: 2,519 shares; 2025Q3: 2,554 shares 2,554 $354K <0.01% +35 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,153 shares; 2024Q4: 6,853 shares; 2025Q1: 7,309 shares; 2025Q2: 8,019 shares; 2025Q3: 8,621 shares 8,621 $353K <0.01% +602 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,516 shares; 2024Q4: 4,751 shares; 2025Q1: 4,362 shares; 2025Q2: 4,362 shares; 2025Q3: 4,362 shares 4,362 $352K <0.01% 0 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,588 shares; 2024Q4: 6,676 shares; 2025Q1: 6,383 shares; 2025Q2: 6,297 shares; 2025Q3: 6,522 shares 6,522 $349K <0.01% +225 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,872 shares; 2024Q4: 18,796 shares; 2025Q1: 18,583 shares; 2025Q2: 18,627 shares; 2025Q3: 605 shares 605 $343K <0.01% -18,022 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 4,692 shares; 2025Q1: 1,695 shares; 2025Q2: 1,709 shares; 2025Q3: 1,701 shares 1,701 $343K <0.01% -8 Timeline SUSA 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: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 2,933 shares; 2025Q2: 2,933 shares; 2025Q3: 2,528 shares 2,528 $343K <0.01% -405 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571,492 shares; 2024Q4: 1,363,213 shares; 2025Q1: 1,541,516 shares; 2025Q2: 27,946 shares; 2025Q3: 9,884 shares 9,884 $343K <0.01% -18,062 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,439 shares; 2025Q2: 1,470 shares; 2025Q3: 1,554 shares 1,554 $341K <0.01% +84 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,165 shares; 2024Q4: 15,360 shares; 2025Q1: 15,246 shares; 2025Q2: 9,605 shares; 2025Q3: 10,687 shares 10,687 $341K <0.01% +1,082 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP 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: 19,530 shares; 2025Q2: 6,959 shares; 2025Q3: 6,959 shares 6,959 $339K <0.01% 0 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 2,015 shares; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares 2,015 $338K <0.01% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,455 shares; 2024Q4: 8,460 shares; 2025Q1: 7,930 shares; 2025Q2: 4,110 shares; 2025Q3: 4,133 shares 4,133 $337K <0.01% +23 Timeline DFIV 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: 5,772 shares; 2024Q4: 8,784 shares; 2025Q1: 6,493 shares; 2025Q2: 6,493 shares; 2025Q3: 7,235 shares 7,235 $334K <0.01% +742 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,596 shares; 2024Q4: 5,460 shares; 2025Q1: 4,907 shares; 2025Q2: 3,263 shares; 2025Q3: 3,802 shares 3,802 $332K <0.01% +539 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,031 shares 8,031 $330K <0.01% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,639 shares 5,639 $324K <0.01% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,291 shares; 2024Q4: 8,223 shares; 2025Q1: 7,432 shares; 2025Q2: 9,392 shares; 2025Q3: 5,850 shares 5,850 $324K <0.01% -3,542 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 1,606 shares; 2025Q1: 1,613 shares; 2025Q2: 1,632 shares; 2025Q3: 1,634 shares 1,634 $323K <0.01% +2 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,731 shares; 2024Q4: 12,451 shares; 2025Q1: 10,642 shares; 2025Q2: 6,093 shares; 2025Q3: 5,817 shares 5,817 $323K <0.01% -276 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE 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: 21,818 shares 21,818 $320K <0.01% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,395 shares; 2024Q4: 5,480 shares; 2025Q1: 5,389 shares; 2025Q2: 5,258 shares; 2025Q3: 5,274 shares 5,274 $319K <0.01% +16 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: 5,849 shares; 2024Q4: 6,942 shares; 2025Q1: 29,143 shares; 2025Q2: 6,304 shares; 2025Q3: 6,963 shares 6,963 $318K <0.01% +659 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: 1,902 shares; 2024Q4: 1,728 shares; 2025Q1: 1,671 shares; 2025Q2: 1,577 shares; 2025Q3: 1,654 shares 1,654 $318K <0.01% +77 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,012 shares; 2025Q1: 2,153 shares; 2025Q2: 2,015 shares; 2025Q3: 2,025 shares 2,025 $318K <0.01% +10 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,770 shares; 2024Q4: 1,770 shares; 2025Q1: 1,770 shares; 2025Q2: not reported; 2025Q3: 2,670 shares 2,670 $315K <0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,613 shares; 2025Q1: 1,385 shares; 2025Q2: 1,397 shares; 2025Q3: 1,306 shares 1,306 $313K <0.01% -91 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,419 shares; 2024Q4: 15,419 shares; 2025Q1: 15,219 shares; 2025Q2: 15,219 shares; 2025Q3: 15,769 shares 15,769 $312K <0.01% +550 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,029 shares; 2024Q4: 3,436 shares; 2025Q1: 4,673 shares; 2025Q2: 3,370 shares; 2025Q3: 3,810 shares 3,810 $309K <0.01% +440 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: 5,043 shares; 2024Q4: 5,643 shares; 2025Q1: 4,753 shares; 2025Q2: 4,181 shares; 2025Q3: 4,533 shares 4,533 $309K <0.01% +352 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,179 shares; 2024Q4: 8,164 shares; 2025Q1: 8,368 shares; 2025Q2: 6,840 shares; 2025Q3: 6,840 shares 6,840 $308K <0.01% 0 Timeline INDA 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: 3,816 shares; 2024Q4: 4,001 shares; 2025Q1: 4,041 shares; 2025Q2: 5,920 shares; 2025Q3: 5,880 shares 5,880 $306K <0.01% -40 Timeline LYFT LYFT INC More: the full row for LYFT 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: 19,432 shares; 2025Q3: 13,719 shares 13,719 $302K <0.01% -5,713 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,707 shares; 2024Q4: 5,707 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,109 shares 4,109 $301K <0.01% -341 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,809 shares; 2025Q1: 3,702 shares; 2025Q2: 3,754 shares; 2025Q3: 4,101 shares 4,101 $301K <0.01% +347 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: 4,501 shares; 2024Q4: 4,492 shares; 2025Q1: 4,647 shares; 2025Q2: 4,768 shares; 2025Q3: 5,036 shares 5,036 $299K <0.01% +268 WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,957 shares; 2024Q4: 4,404 shares; 2025Q1: 5,827 shares; 2025Q2: 4,719 shares; 2025Q3: 4,407 shares 4,407 $298K <0.01% -312 Timeline SAP SAP SE More: the full row for SAP SE 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: 861 shares; 2025Q2: 1,093 shares; 2025Q3: 1,100 shares 1,100 $294K <0.01% +7 Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,642 shares; 2024Q4: 22,642 shares; 2025Q1: 22,642 shares; 2025Q2: 22,642 shares; 2025Q3: 22,642 shares 22,642 $294K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,835 shares; 2024Q4: 8,482 shares; 2025Q1: 8,919 shares; 2025Q2: 10,155 shares; 2025Q3: 8,531 shares 8,531 $293K <0.01% -1,624 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 2,962 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,899 shares 4,899 $292K <0.01% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 3,473 shares; 2025Q1: 2,878 shares; 2025Q2: 2,435 shares; 2025Q3: 3,074 shares 3,074 $292K <0.01% +639 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: 2,013 shares; 2024Q4: 1,942 shares; 2025Q1: 2,087 shares; 2025Q2: 2,342 shares; 2025Q3: 2,087 shares 2,087 $292K <0.01% -255 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,667 shares; 2025Q1: 1,267 shares; 2025Q2: 1,267 shares; 2025Q3: 1,267 shares 1,267 $291K <0.01% 0 Timeline SCHC 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: 7,470 shares; 2024Q4: 8,311 shares; 2025Q1: 6,248 shares; 2025Q2: 6,857 shares; 2025Q3: 6,268 shares 6,268 $285K <0.01% -589 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 1,989 shares 1,989 $285K <0.01% new Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS 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: 6,219 shares; 2025Q3: 6,219 shares 6,219 $284K <0.01% 0 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: 3,416 shares; 2024Q4: 3,504 shares; 2025Q1: 3,429 shares; 2025Q2: 3,432 shares; 2025Q3: 307 shares 307 $283K <0.01% -3,125 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 526 shares; 2025Q1: 385 shares; 2025Q2: not reported; 2025Q3: 472 shares 472 $281K <0.01% new Timeline ALE ALLETE INC More: the full row for ALLETE 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: 4,151 shares 4,151 $276K <0.01% new Timeline EWX 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: 4,065 shares; 2024Q4: 4,065 shares; 2025Q1: 4,065 shares; 2025Q2: 4,065 shares; 2025Q3: 4,065 shares 4,065 $274K <0.01% 0 Timeline IBB 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: 1,528 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,878 shares 1,878 $271K <0.01% new Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,078 shares 3,078 $270K <0.01% new Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: not reported; 2025Q3: 3,575 shares 3,575 $270K <0.01% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,985 shares 3,985 $270K <0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE 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: 1,927 shares; 2025Q3: 1,915 shares 1,915 $270K <0.01% -12 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,758 shares; 2024Q4: 9,676 shares; 2025Q1: 9,856 shares; 2025Q2: 9,677 shares; 2025Q3: 9,815 shares 9,815 $267K <0.01% +138 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: 962 shares; 2024Q4: 994 shares; 2025Q1: 777 shares; 2025Q2: 779 shares; 2025Q3: 855 shares 855 $267K <0.01% +76 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 1,787 shares; 2025Q1: 1,754 shares; 2025Q2: 1,749 shares; 2025Q3: 2,147 shares 2,147 $265K <0.01% +398 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: not reported; 2025Q2: not reported; 2025Q3: 5,382 shares 5,382 $264K <0.01% new Timeline TLT 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: 2,929 shares 2,929 $262K <0.01% new Timeline SCHO 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: 9,085 shares; 2025Q1: 9,049 shares; 2025Q2: 8,568 shares; 2025Q3: 10,646 shares 10,646 $260K <0.01% +2,078 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 1,849 shares; 2025Q1: 1,652 shares; 2025Q2: 1,500 shares; 2025Q3: 1,554 shares 1,554 $259K <0.01% +54 Timeline PRFZ 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: 5,136 shares; 2024Q4: 5,656 shares; 2025Q1: 5,720 shares; 2025Q2: 5,685 shares; 2025Q3: 5,685 shares 5,685 $258K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,825 shares; 2024Q4: 9,703 shares; 2025Q1: not reported; 2025Q2: 9,883 shares; 2025Q3: 10,463 shares 10,463 $257K <0.01% +580 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,474 shares; 2024Q4: 1,463 shares; 2025Q1: 1,465 shares; 2025Q2: not reported; 2025Q3: 1,501 shares 1,501 $256K <0.01% new 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: 3,751 shares; 2025Q1: 4,388 shares; 2025Q2: 2,186 shares; 2025Q3: 2,559 shares 2,559 $255K <0.01% +373 Timeline IJJ 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: 2,439 shares; 2024Q4: 2,439 shares; 2025Q1: 1,840 shares; 2025Q2: 1,966 shares; 2025Q3: 1,966 shares 1,966 $255K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,991 shares 2,991 $253K <0.01% new Timeline IBLC 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: 4,555 shares 4,555 $252K <0.01% new Timeline ISHARES TR 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: 10,773 shares; 2024Q4: 10,773 shares; 2025Q1: 10,773 shares; 2025Q2: 10,773 shares; 2025Q3: 10,773 shares 10,773 $252K <0.01% 0 MGC 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: 1,032 shares; 2024Q4: 1,047 shares; 2025Q1: 1,652 shares; 2025Q2: 1,027 shares; 2025Q3: 1,027 shares 1,027 $251K <0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 2,511 shares; 2025Q1: 2,510 shares; 2025Q2: not reported; 2025Q3: 3,005 shares 3,005 $250K <0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,409 shares; 2025Q2: 3,889 shares; 2025Q3: 3,165 shares 3,165 $248K <0.01% -724 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY 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: 24,120 shares; 2025Q3: 20,370 shares 20,370 $246K <0.01% -3,750 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 373 shares 373 $246K <0.01% new 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: not reported; 2025Q3: 4,847 shares 4,847 $246K <0.01% new 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: 1,252 shares; 2024Q4: 1,466 shares; 2025Q1: 1,375 shares; 2025Q2: 1,293 shares; 2025Q3: 1,213 shares 1,213 $244K <0.01% -80 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: 4,045 shares; 2025Q1: 4,760 shares; 2025Q2: 5,256 shares; 2025Q3: 5,390 shares 5,390 $242K <0.01% +134 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: not reported; 2024Q4: not reported; 2025Q1: 2,306 shares; 2025Q2: not reported; 2025Q3: 1,880 shares 1,880 $241K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,913 shares 2,913 $241K <0.01% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,302 shares; 2024Q4: 12,162 shares; 2025Q1: 9,258 shares; 2025Q2: 8,706 shares; 2025Q3: 8,100 shares 8,100 $240K <0.01% -606 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,391 shares; 2025Q1: 7,325 shares; 2025Q2: 6,103 shares; 2025Q3: 5,665 shares 5,665 $240K <0.01% -438 Timeline SPHQ 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: 3,406 shares; 2024Q4: 3,777 shares; 2025Q1: not reported; 2025Q2: 3,163 shares; 2025Q3: 3,266 shares 3,266 $239K <0.01% +103 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 853 shares 853 $239K <0.01% new Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,400 shares 4,400 $238K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,995 shares; 2024Q4: 21,880 shares; 2025Q1: 25,285 shares; 2025Q2: 16,149 shares; 2025Q3: 19,776 shares 19,776 $237K <0.01% +3,627 Timeline IQLT 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: 5,338 shares 5,338 $236K <0.01% new Timeline VT 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: 1,829 shares; 2024Q4: 2,263 shares; 2025Q1: 1,889 shares; 2025Q2: 1,714 shares; 2025Q3: 1,711 shares 1,711 $236K <0.01% -3 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,761 shares; 2025Q1: 1,577 shares; 2025Q2: 1,471 shares; 2025Q3: 1,611 shares 1,611 $236K <0.01% +140 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET 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: 4,648 shares 4,648 $235K <0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 1,193 shares 1,193 $234K <0.01% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121 shares; 2025Q2: 114 shares; 2025Q3: 122 shares 122 $233K <0.01% +8 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 400 shares; 2025Q1: 391 shares; 2025Q2: 187 shares; 2025Q3: 189 shares 189 $232K <0.01% +2 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 662 shares; 2025Q1: 635 shares; 2025Q2: 549 shares; 2025Q3: 587 shares 587 $230K <0.01% +38 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,934 shares; 2024Q4: 3,691 shares; 2025Q1: not reported; 2025Q2: 3,298 shares; 2025Q3: 3,173 shares 3,173 $229K <0.01% -125 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,120 shares; 2024Q4: 20,032 shares; 2025Q1: 13,980 shares; 2025Q2: 14,080 shares; 2025Q3: 14,080 shares 14,080 $229K <0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 465 shares; 2025Q1: 457 shares; 2025Q2: 452 shares; 2025Q3: 465 shares 465 $228K <0.01% +13 Timeline HROW HARROW INC More: the full row for HARROW 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: 4,732 shares 4,732 $228K <0.01% new Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,380 shares; 2025Q1: not reported; 2025Q2: 2,287 shares; 2025Q3: 2,287 shares 2,287 $227K <0.01% 0 Timeline VSAT VIASAT INC More: the full row for VIASAT 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: 7,737 shares 7,737 $227K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,205 shares 1,205 $226K <0.01% 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: 2,871 shares; 2024Q4: 2,652 shares; 2025Q1: 1,943 shares; 2025Q2: 1,544 shares; 2025Q3: 1,615 shares 1,615 $226K <0.01% +71 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 842 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 690 shares 690 $225K <0.01% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 509 shares; 2025Q1: 486 shares; 2025Q2: 426 shares; 2025Q3: 430 shares 430 $225K <0.01% +4 Timeline