SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,725,592 shares; 2024Q4: 181,089,569 shares; 2025Q1: 184,791,578 shares; 2025Q2: 184,001,503 shares; 2025Q3: 186,455,668 shares; 2025Q4: 180,778,097 shares 180,778,097 $4.35B 11.74% -5,677,571 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,678,591 shares; 2024Q4: 7,878,078 shares; 2025Q1: 8,144,065 shares; 2025Q2: 8,616,866 shares; 2025Q3: 8,616,693 shares; 2025Q4: 8,470,296 shares 8,470,296 $2.09B 5.63% -146,397 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; 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; 2025Q4: 34,070,052 shares 34,070,052 $1.83B 4.95% -881,975 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; 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; 2025Q4: 20,972,198 shares 20,972,198 $1.65B 4.46% +1,440,858 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; 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; 2025Q4: 16,150,941 shares 16,150,941 $1.43B 3.86% +1,134,581 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; 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; 2025Q4: 49,666,971 shares 49,666,971 $1.32B 3.55% +4,063,320 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; 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; 2025Q4: 21,891,841 shares 21,891,841 $1.31B 3.54% +1,464,575 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,540,860 shares; 2024Q4: 14,596,537 shares; 2025Q1: 15,696,044 shares; 2025Q2: 16,517,713 shares; 2025Q3: 17,550,488 shares; 2025Q4: 18,917,043 shares 18,917,043 $979M 2.64% +1,366,555 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,298,227 shares; 2024Q4: 25,335,420 shares; 2025Q1: 26,393,000 shares; 2025Q2: 33,442,998 shares; 2025Q3: 34,204,530 shares; 2025Q4: 34,024,368 shares 34,024,368 $969M 2.62% -180,162 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; 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; 2025Q4: 14,411,863 shares 14,411,863 $804M 2.17% +1,017,760 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; 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; 2025Q4: 4,944,180 shares 4,944,180 $709M 1.91% -8,501 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; 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; 2025Q4: 14,158,418 shares 14,158,418 $649M 1.75% +289,889 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,029,300 shares; 2024Q4: 2,059,130 shares; 2025Q1: 2,072,754 shares; 2025Q2: 2,179,036 shares; 2025Q3: 2,171,647 shares; 2025Q4: 2,010,266 shares 2,010,266 $631M 1.7% -161,381 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,691,983 shares; 2024Q4: 5,963,609 shares; 2025Q1: 5,858,225 shares; 2025Q2: 5,649,063 shares; 2025Q3: 5,614,910 shares; 2025Q4: 6,562,442 shares 6,562,442 $624M 1.69% +947,532 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930,857 shares; 2024Q4: 1,960,205 shares; 2025Q1: 1,964,201 shares; 2025Q2: 2,144,982 shares; 2025Q3: 2,152,177 shares; 2025Q4: 2,129,082 shares 2,129,082 $579M 1.56% -23,095 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; 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; 2025Q4: 26,107,425 shares 26,107,425 $558M 1.51% +987,105 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663,173 shares; 2024Q4: 1,669,130 shares; 2025Q1: 1,553,459 shares; 2025Q2: 1,599,221 shares; 2025Q3: 1,561,820 shares; 2025Q4: 1,656,574 shares 1,656,574 $555M 1.5% +94,754 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,769,091 shares; 2024Q4: 2,780,522 shares; 2025Q1: 2,458,500 shares; 2025Q2: 2,919,439 shares; 2025Q3: 2,914,133 shares; 2025Q4: 2,885,628 shares 2,885,628 $538M 1.45% -28,505 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,128,539 shares; 2025Q3: 5,655,394 shares; 2025Q4: 5,868,543 shares 5,868,543 $501M 1.35% +213,149 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,108,797 shares; 2024Q4: 8,600,196 shares; 2025Q1: 9,137,346 shares; 2025Q2: 9,687,474 shares; 2025Q3: 10,290,517 shares; 2025Q4: 11,141,123 shares 11,141,123 $478M 1.29% +850,606 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870,103 shares; 2024Q4: 887,052 shares; 2025Q1: 897,145 shares; 2025Q2: 937,068 shares; 2025Q3: 943,282 shares; 2025Q4: 935,599 shares 935,599 $452M 1.22% -7,683 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535,895 shares; 2024Q4: 1,566,136 shares; 2025Q1: 1,570,327 shares; 2025Q2: 1,909,346 shares; 2025Q3: 1,928,546 shares; 2025Q4: 1,949,994 shares 1,949,994 $450M 1.22% +21,448 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; 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; 2025Q4: 5,520,278 shares 5,520,278 $448M 1.21% -350,792 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; 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; 2025Q4: 32,894,638 shares 32,894,638 $436M 1.18% +74,602 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; 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; 2025Q4: 8,168,332 shares 8,168,332 $395M 1.07% +466,962 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,381 shares; 2024Q4: 432,122 shares; 2025Q1: 439,353 shares; 2025Q2: 452,685 shares; 2025Q3: 460,417 shares; 2025Q4: 483,056 shares 483,056 $319M 0.86% +22,639 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,966,753 shares; 2024Q4: 2,620,743 shares; 2025Q1: 2,613,040 shares; 2025Q2: 2,639,475 shares; 2025Q3: 2,671,167 shares; 2025Q4: 2,646,007 shares 2,646,007 $295M 0.8% -25,160 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852,574 shares; 2024Q4: 842,651 shares; 2025Q1: 569,115 shares; 2025Q2: 642,791 shares; 2025Q3: 658,850 shares; 2025Q4: 649,122 shares 649,122 $292M 0.79% -9,728 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,677,572 shares; 2024Q4: 5,737,712 shares; 2025Q1: 5,703,199 shares; 2025Q2: 5,581,197 shares; 2025Q3: 5,519,640 shares; 2025Q4: 6,376,748 shares 6,376,748 $282M 0.76% +857,108 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012,422 shares; 2024Q4: 1,017,651 shares; 2025Q1: 804,618 shares; 2025Q2: 828,122 shares; 2025Q3: 838,525 shares; 2025Q4: 840,037 shares 840,037 $271M 0.73% +1,512 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,274 shares; 2024Q4: 193,486 shares; 2025Q1: 212,519 shares; 2025Q2: 225,934 shares; 2025Q3: 245,596 shares; 2025Q4: 249,601 shares 249,601 $268M 0.72% +4,005 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478,827 shares; 2024Q4: 489,494 shares; 2025Q1: 493,795 shares; 2025Q2: 496,723 shares; 2025Q3: 508,510 shares; 2025Q4: 504,101 shares 504,101 $253M 0.68% -4,409 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,029 shares; 2024Q4: 425,948 shares; 2025Q1: 361,958 shares; 2025Q2: 368,495 shares; 2025Q3: 374,588 shares; 2025Q4: 375,188 shares 375,188 $214M 0.58% +600 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,411,160 shares; 2024Q4: 1,456,882 shares; 2025Q1: 1,545,780 shares; 2025Q2: 1,628,836 shares; 2025Q3: 1,687,422 shares; 2025Q4: 1,696,176 shares 1,696,176 $204M 0.55% +8,754 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834,877 shares; 2024Q4: 731,257 shares; 2025Q1: 844,166 shares; 2025Q2: 876,818 shares; 2025Q3: 895,199 shares; 2025Q4: 889,379 shares 889,379 $184M 0.5% -5,820 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,781,999 shares; 2024Q4: 1,823,327 shares; 2025Q1: 1,922,812 shares; 2025Q2: 1,999,765 shares; 2025Q3: 2,053,905 shares; 2025Q4: 2,067,761 shares 2,067,761 $166M 0.45% +13,856 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,317,909 shares; 2024Q4: 1,359,735 shares; 2025Q1: 1,374,619 shares; 2025Q2: 1,432,041 shares; 2025Q3: 1,449,382 shares; 2025Q4: 1,439,260 shares 1,439,260 $164M 0.44% -10,122 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565,477 shares; 2024Q4: 577,125 shares; 2025Q1: 584,920 shares; 2025Q2: 595,617 shares; 2025Q3: 603,902 shares; 2025Q4: 602,671 shares 602,671 $158M 0.43% -1,231 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,641 shares; 2024Q4: 176,765 shares; 2025Q1: 176,713 shares; 2025Q2: 178,481 shares; 2025Q3: 181,605 shares; 2025Q4: 179,960 shares 179,960 $155M 0.42% -1,645 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,124,889 shares; 2024Q4: 1,158,815 shares; 2025Q1: 1,196,214 shares; 2025Q2: 1,254,496 shares; 2025Q3: 1,284,436 shares; 2025Q4: 1,295,190 shares 1,295,190 $152M 0.41% +10,754 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,657 shares; 2024Q4: 341,753 shares; 2025Q1: 375,864 shares; 2025Q2: 433,451 shares; 2025Q3: 436,333 shares; 2025Q4: 437,423 shares 437,423 $151M 0.41% +1,090 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,464,590 shares 1,464,590 $146M 0.39% -366,974 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,620 shares; 2024Q4: 255,388 shares; 2025Q1: 256,441 shares; 2025Q2: 265,734 shares; 2025Q3: 267,696 shares; 2025Q4: 252,716 shares 252,716 $145M 0.39% -14,980 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; 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; 2025Q4: 987,170 shares 987,170 $142M 0.38% -18,470 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,350 shares; 2024Q4: 216,981 shares; 2025Q1: 196,682 shares; 2025Q2: 147,582 shares; 2025Q3: 148,803 shares; 2025Q4: 1,490,223 shares 1,490,223 $140M 0.38% +1,341,420 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,544,010 shares; 2025Q2: 66,389 shares; 2025Q3: 44,008 shares; 2025Q4: 1,992,565 shares 1,992,565 $136M 0.37% +1,948,557 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,921 shares; 2024Q4: 319,045 shares; 2025Q1: 323,414 shares; 2025Q2: 340,268 shares; 2025Q3: 349,119 shares; 2025Q4: 388,741 shares 388,741 $134M 0.36% +39,622 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,126,243 shares; 2024Q4: 851,765 shares; 2025Q1: 869,676 shares; 2025Q2: 914,327 shares; 2025Q3: 941,503 shares; 2025Q4: 895,554 shares 895,554 $128M 0.35% -45,949 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,841 shares; 2024Q4: 235,907 shares; 2025Q1: 251,890 shares; 2025Q2: 348,953 shares; 2025Q3: 355,915 shares; 2025Q4: 388,672 shares 388,672 $128M 0.35% +32,757 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,029,978 shares; 2024Q4: 3,852,683 shares; 2025Q1: 4,419,125 shares; 2025Q2: 4,848,235 shares; 2025Q3: 5,035,341 shares; 2025Q4: 5,143,619 shares 5,143,619 $128M 0.35% +108,278 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366,058 shares; 2024Q4: 1,401,664 shares; 2025Q1: 1,439,072 shares; 2025Q2: 1,471,380 shares; 2025Q3: 1,502,015 shares; 2025Q4: 1,460,599 shares 1,460,599 $127M 0.34% -41,416 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696,029 shares; 2024Q4: 723,003 shares; 2025Q1: 747,825 shares; 2025Q2: 795,415 shares; 2025Q3: 819,939 shares; 2025Q4: 830,060 shares 830,060 $127M 0.34% +10,121 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,486 shares; 2024Q4: 65,461 shares; 2025Q1: 74,093 shares; 2025Q2: 349,504 shares; 2025Q3: 430,578 shares; 2025Q4: 548,494 shares 548,494 $124M 0.34% +117,916 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,778 shares; 2024Q4: 250,375 shares; 2025Q1: 152,285 shares; 2025Q2: 151,630 shares; 2025Q3: 150,419 shares; 2025Q4: 140,916 shares 140,916 $124M 0.33% -9,503 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705,719 shares; 2024Q4: 741,484 shares; 2025Q1: 778,118 shares; 2025Q2: 866,575 shares; 2025Q3: 886,771 shares; 2025Q4: 872,359 shares 872,359 $123M 0.33% -14,412 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 181,028 shares; 2025Q1: 205,287 shares; 2025Q2: 323,224 shares; 2025Q3: 331,036 shares; 2025Q4: 334,074 shares 334,074 $118M 0.32% +3,038 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,475 shares; 2024Q4: 370,315 shares; 2025Q1: 387,774 shares; 2025Q2: 400,651 shares; 2025Q3: 406,985 shares; 2025Q4: 399,888 shares 399,888 $117M 0.32% -7,097 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513,334 shares; 2024Q4: 501,752 shares; 2025Q1: 492,575 shares; 2025Q2: 478,858 shares; 2025Q3: 466,953 shares; 2025Q4: 307,337 shares 307,337 $115M 0.31% -159,616 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907,849 shares; 2024Q4: 917,214 shares; 2025Q1: 916,083 shares; 2025Q2: 918,333 shares; 2025Q3: 927,566 shares; 2025Q4: 907,992 shares 907,992 $114M 0.31% -19,574 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; 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; 2025Q4: 1,765,368 shares 1,765,368 $114M 0.31% -80,312 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755,734 shares; 2024Q4: 748,472 shares; 2025Q1: 692,883 shares; 2025Q2: 694,149 shares; 2025Q3: 682,386 shares; 2025Q4: 761,908 shares 761,908 $114M 0.31% +79,522 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659,747 shares; 2024Q4: 760,423 shares; 2025Q1: 821,288 shares; 2025Q2: 928,410 shares; 2025Q3: 941,585 shares; 2025Q4: 919,973 shares 919,973 $113M 0.31% -21,612 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 804,971 shares; 2024Q4: 821,821 shares; 2025Q1: 971,981 shares; 2025Q2: 1,154,579 shares; 2025Q3: 1,081,228 shares; 2025Q4: 1,114,786 shares 1,114,786 $111M 0.3% +33,558 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,244 shares; 2024Q4: 447,659 shares; 2025Q1: 474,043 shares; 2025Q2: 496,433 shares; 2025Q3: 504,268 shares; 2025Q4: 482,607 shares 482,607 $110M 0.3% -21,661 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522,074 shares; 2024Q4: 490,255 shares; 2025Q1: 587,047 shares; 2025Q2: 645,638 shares; 2025Q3: 664,730 shares; 2025Q4: 672,853 shares 672,853 $110M 0.3% +8,123 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,345 shares; 2024Q4: 303,466 shares; 2025Q1: 314,529 shares; 2025Q2: 324,480 shares; 2025Q3: 332,548 shares; 2025Q4: 333,071 shares 333,071 $109M 0.29% +523 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,589,752 shares; 2024Q4: 2,173,119 shares; 2025Q1: 1,964,101 shares; 2025Q2: 1,988,257 shares; 2025Q3: 2,001,816 shares; 2025Q4: 1,966,610 shares 1,966,610 $108M 0.29% -35,206 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; 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; 2025Q4: 1,374,643 shares 1,374,643 $105M 0.28% -37,840 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,184,185 shares 1,184,185 $105M 0.28% +7,968 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,629 shares; 2024Q4: 446,426 shares; 2025Q1: 453,452 shares; 2025Q2: 462,820 shares; 2025Q3: 472,873 shares; 2025Q4: 474,864 shares 474,864 $104M 0.28% +1,991 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,542,925 shares; 2024Q4: 4,596,512 shares; 2025Q1: 4,033,084 shares; 2025Q2: 4,068,157 shares; 2025Q3: 4,115,666 shares; 2025Q4: 4,093,291 shares 4,093,291 $102M 0.27% -22,375 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,333,250 shares; 2024Q4: 1,372,978 shares; 2025Q1: 1,391,632 shares; 2025Q2: 1,469,136 shares; 2025Q3: 1,208,880 shares; 2025Q4: 1,181,330 shares 1,181,330 $99.5M 0.27% -27,550 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 553,751 shares; 2024Q4: 483,390 shares; 2025Q1: 489,849 shares; 2025Q2: 498,142 shares; 2025Q3: 505,133 shares; 2025Q4: 506,364 shares 506,364 $98.8M 0.27% +1,231 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; 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; 2025Q4: 2,159,624 shares 2,159,624 $98.3M 0.27% -60,774 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,093 shares; 2024Q4: 367,441 shares; 2025Q1: 363,560 shares; 2025Q2: 373,095 shares; 2025Q3: 368,981 shares; 2025Q4: 364,596 shares 364,596 $96.6M 0.26% -4,385 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; 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; 2025Q4: 1,652,881 shares 1,652,881 $95M 0.26% +22,872 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740,654 shares; 2024Q4: 771,541 shares; 2025Q1: 798,194 shares; 2025Q2: 824,135 shares; 2025Q3: 841,751 shares; 2025Q4: 822,497 shares 822,497 $94.8M 0.26% -19,254 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,405 shares; 2024Q4: 346,144 shares; 2025Q1: 356,932 shares; 2025Q2: 370,631 shares; 2025Q3: 380,207 shares; 2025Q4: 384,129 shares 384,129 $94.6M 0.26% +3,922 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495,931 shares; 2024Q4: 508,846 shares; 2025Q1: 544,667 shares; 2025Q2: 577,850 shares; 2025Q3: 592,301 shares; 2025Q4: 578,329 shares 578,329 $94.1M 0.25% -13,972 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,509,179 shares 2,509,179 $87.9M 0.24% -35,348 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,658 shares; 2024Q4: 322,925 shares; 2025Q1: 332,556 shares; 2025Q2: 278,364 shares; 2025Q3: 281,439 shares; 2025Q4: 268,982 shares 268,982 $87.2M 0.24% -12,457 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,106,778 shares; 2024Q4: 1,144,608 shares; 2025Q1: 1,186,168 shares; 2025Q2: 1,217,613 shares; 2025Q3: 1,251,324 shares; 2025Q4: 1,237,036 shares 1,237,036 $86.5M 0.23% -14,288 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,273,074 shares; 2024Q4: 2,058,512 shares; 2025Q1: 2,060,380 shares; 2025Q2: 2,075,782 shares; 2025Q3: 2,103,604 shares; 2025Q4: 2,111,625 shares 2,111,625 $86M 0.23% +8,021 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,304 shares; 2024Q4: 178,514 shares; 2025Q1: 248,732 shares; 2025Q2: 271,618 shares; 2025Q3: 282,140 shares; 2025Q4: 198,633 shares 198,633 $84.7M 0.23% -83,507 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,242,854 shares 1,242,854 $83.7M 0.23% -6,412 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,105,654 shares 1,105,654 $81.5M 0.22% -3,927 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,249 shares; 2024Q4: 317,900 shares; 2025Q1: 340,823 shares; 2025Q2: 348,715 shares; 2025Q3: 348,037 shares; 2025Q4: 387,117 shares 387,117 $80.3M 0.22% +39,080 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; 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; 2025Q4: 1,579,966 shares 1,579,966 $80.2M 0.22% +53,385 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,968 shares; 2024Q4: 6,406 shares; 2025Q1: 6,443 shares; 2025Q2: 5,242 shares; 2025Q3: 440,061 shares; 2025Q4: 437,530 shares 437,530 $80.2M 0.22% -2,531 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 241,714 shares; 2025Q1: 271,856 shares; 2025Q2: 294,627 shares; 2025Q3: 304,616 shares; 2025Q4: 347,788 shares 347,788 $79.2M 0.21% +43,172 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 966,752 shares 966,752 $76.8M 0.21% -34,105 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973,357 shares; 2024Q4: 873,164 shares; 2025Q1: 878,290 shares; 2025Q2: 848,621 shares; 2025Q3: 862,418 shares; 2025Q4: 862,517 shares 862,517 $76.5M 0.21% +99 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,419 shares; 2024Q4: 433,983 shares; 2025Q1: 443,797 shares; 2025Q2: 465,599 shares; 2025Q3: 393,188 shares; 2025Q4: 309,201 shares 309,201 $76.4M 0.21% -83,987 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,276 shares; 2024Q4: 364,058 shares; 2025Q1: 380,900 shares; 2025Q2: 375,973 shares; 2025Q3: 372,748 shares; 2025Q4: 411,752 shares 411,752 $76.2M 0.21% +39,004 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,932 shares; 2024Q4: 427,511 shares; 2025Q1: 705,778 shares; 2025Q2: 749,619 shares; 2025Q3: 777,353 shares; 2025Q4: 809,028 shares 809,028 $75.7M 0.2% +31,675 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; 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; 2025Q4: 2,724,901 shares 2,724,901 $74.9M 0.2% -71,070 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; 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; 2025Q4: 2,020,173 shares 2,020,173 $74.7M 0.2% +214,301 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,810 shares; 2024Q4: 340,605 shares; 2025Q1: 381,637 shares; 2025Q2: 404,340 shares; 2025Q3: 412,011 shares; 2025Q4: 342,905 shares 342,905 $74.5M 0.2% -69,106 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,014,134 shares 1,014,134 $73.5M 0.2% -41,480 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,138,845 shares 1,138,845 $72.3M 0.2% +3,794 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,902 shares; 2024Q4: 377,719 shares; 2025Q1: 428,847 shares; 2025Q2: 467,596 shares; 2025Q3: 467,028 shares; 2025Q4: 498,616 shares 498,616 $71.6M 0.19% +31,588 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,128 shares; 2024Q4: 39,894 shares; 2025Q1: 40,313 shares; 2025Q2: 162,563 shares; 2025Q3: 197,755 shares; 2025Q4: 250,372 shares 250,372 $71.4M 0.19% +52,617 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705,878 shares; 2024Q4: 775,563 shares; 2025Q1: 915,171 shares; 2025Q2: 949,908 shares; 2025Q3: 962,704 shares; 2025Q4: 832,022 shares 832,022 $70.9M 0.19% -130,682 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 4,760,950 shares 4,760,950 $68.3M 0.18% -110,526 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; 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; 2025Q4: 2,277,047 shares 2,277,047 $68.1M 0.18% -2,957 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; 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; 2025Q4: 2,095,012 shares 2,095,012 $67.6M 0.18% +30,631 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,680 shares; 2024Q4: 348,080 shares; 2025Q1: 363,257 shares; 2025Q2: 647,497 shares; 2025Q3: 653,966 shares; 2025Q4: 680,534 shares 680,534 $66.5M 0.18% +26,568 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; 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; 2025Q4: 1,688,534 shares 1,688,534 $64.8M 0.17% -52,492 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 226,988 shares; 2025Q1: 264,834 shares; 2025Q2: 275,650 shares; 2025Q3: 280,621 shares; 2025Q4: 283,252 shares 283,252 $63.2M 0.17% +2,631 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954,740 shares; 2024Q4: 1,001,894 shares; 2025Q1: 1,050,426 shares; 2025Q2: 1,062,274 shares; 2025Q3: 1,076,725 shares; 2025Q4: 1,270,352 shares 1,270,352 $60.9M 0.16% +193,627 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851,931 shares; 2024Q4: 876,531 shares; 2025Q1: 865,436 shares; 2025Q2: 881,627 shares; 2025Q3: 910,328 shares; 2025Q4: 949,193 shares 949,193 $60.6M 0.16% +38,865 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 299,832 shares; 2025Q2: 456,013 shares; 2025Q3: 468,739 shares; 2025Q4: 458,124 shares 458,124 $58.4M 0.16% -10,615 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,255 shares; 2024Q4: 265,783 shares; 2025Q1: 292,541 shares; 2025Q2: 309,419 shares; 2025Q3: 321,430 shares; 2025Q4: 285,815 shares 285,815 $58M 0.16% -35,615 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; 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; 2025Q4: 2,365,177 shares 2,365,177 $57.4M 0.15% -95,522 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 828,820 shares; 2025Q2: 902,124 shares; 2025Q3: 939,876 shares; 2025Q4: 943,298 shares 943,298 $56.7M 0.15% +3,422 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; 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; 2025Q4: 966,188 shares 966,188 $56.4M 0.15% -39,137 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 241,853 shares; 2025Q3: 252,599 shares; 2025Q4: 252,980 shares 252,980 $55.5M 0.15% +381 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; 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; 2025Q4: 2,321,975 shares 2,321,975 $54.3M 0.15% +93,695 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,969 shares; 2024Q4: 293,764 shares; 2025Q1: 266,937 shares; 2025Q2: 264,306 shares; 2025Q3: 258,114 shares; 2025Q4: 277,834 shares 277,834 $53.8M 0.15% +19,720 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 316,454 shares; 2025Q4: 330,776 shares 330,776 $53.4M 0.14% +14,322 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,811 shares; 2024Q4: 198,950 shares; 2025Q1: 222,372 shares; 2025Q2: 219,502 shares; 2025Q3: 219,618 shares; 2025Q4: 248,025 shares 248,025 $52.4M 0.14% +28,407 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788 shares; 2024Q4: 233,004 shares; 2025Q1: 239,143 shares; 2025Q2: 250,938 shares; 2025Q3: 259,901 shares; 2025Q4: 228,402 shares 228,402 $51.1M 0.14% -31,499 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 828,181 shares; 2024Q4: 760,902 shares; 2025Q1: 741,402 shares; 2025Q2: 816,183 shares; 2025Q3: 834,717 shares; 2025Q4: 774,414 shares 774,414 $49.3M 0.13% -60,303 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506,882 shares; 2024Q4: 512,049 shares; 2025Q1: 405,351 shares; 2025Q2: 424,200 shares; 2025Q3: 435,405 shares; 2025Q4: 430,561 shares 430,561 $48.2M 0.13% -4,844 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 352,602 shares; 2025Q1: 431,546 shares; 2025Q2: 454,217 shares; 2025Q3: 468,653 shares; 2025Q4: 453,977 shares 453,977 $47.7M 0.13% -14,676 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; 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; 2025Q4: 1,074,432 shares 1,074,432 $43.2M 0.12% +50,793 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 3,119 shares; 2025Q1: 4,220 shares; 2025Q2: 2,956 shares; 2025Q3: 3,450 shares; 2025Q4: 139,742 shares 139,742 $43M 0.12% +136,292 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,332 shares; 2024Q4: 4,509 shares; 2025Q1: 4,099 shares; 2025Q2: 3,936 shares; 2025Q3: 325,249 shares; 2025Q4: 377,197 shares 377,197 $38.1M 0.1% +51,948 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,307 shares; 2024Q4: 1,991 shares; 2025Q1: 146,255 shares; 2025Q2: 152,083 shares; 2025Q3: 156,452 shares; 2025Q4: 99,218 shares 99,218 $34.9M 0.09% -57,234 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,923 shares; 2024Q4: 197,841 shares; 2025Q1: 226,060 shares; 2025Q2: 243,129 shares; 2025Q3: 244,794 shares; 2025Q4: 272,021 shares 272,021 $34.3M 0.09% +27,227 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 607,883 shares; 2025Q4: 865,283 shares 865,283 $29.8M 0.08% +257,400 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,741 shares; 2024Q4: 300,339 shares; 2025Q1: 247,860 shares; 2025Q2: 252,838 shares; 2025Q3: 254,004 shares; 2025Q4: 246,986 shares 246,986 $28.5M 0.08% -7,018 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,275 shares; 2024Q4: 75,314 shares; 2025Q1: 81,214 shares; 2025Q2: 83,385 shares; 2025Q3: 82,327 shares; 2025Q4: 90,301 shares 90,301 $26.9M 0.07% +7,974 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,437 shares; 2024Q4: 94,995 shares; 2025Q1: 91,710 shares; 2025Q2: 91,196 shares; 2025Q3: 92,190 shares; 2025Q4: 84,841 shares 84,841 $26.6M 0.07% -7,349 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,009 shares; 2024Q4: 154,294 shares; 2025Q1: 149,855 shares; 2025Q2: 146,127 shares; 2025Q3: 145,079 shares; 2025Q4: 168,520 shares 168,520 $25.9M 0.07% +23,441 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,680 shares; 2024Q4: 202,266 shares; 2025Q1: 215,327 shares; 2025Q2: 224,070 shares; 2025Q3: 227,973 shares; 2025Q4: 223,788 shares 223,788 $24.7M 0.07% -4,185 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,981 shares; 2024Q4: 5,366 shares; 2025Q1: 5,180 shares; 2025Q2: 4,148 shares; 2025Q3: 4,011 shares; 2025Q4: 4,583 shares 4,583 $24.5M 0.07% +572 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307,963 shares; 2024Q4: 305,321 shares; 2025Q1: 291,540 shares; 2025Q2: 278,820 shares; 2025Q3: 274,709 shares; 2025Q4: 297,847 shares 297,847 $21.9M 0.06% +23,138 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,030 shares; 2024Q4: 31,028 shares; 2025Q1: 31,034 shares; 2025Q2: 26,281 shares; 2025Q3: 26,285 shares; 2025Q4: 51,933 shares 51,933 $21.8M 0.06% +25,648 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,892 shares; 2024Q4: 170,317 shares; 2025Q1: 164,370 shares; 2025Q2: 162,161 shares; 2025Q3: 160,219 shares; 2025Q4: 181,929 shares 181,929 $21.2M 0.06% +21,710 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,225 shares; 2024Q4: 140,512 shares; 2025Q1: 155,854 shares; 2025Q2: 166,897 shares; 2025Q3: 167,273 shares; 2025Q4: 198,911 shares 198,911 $20.9M 0.06% +31,638 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,348 shares; 2024Q4: 171,327 shares; 2025Q1: 166,298 shares; 2025Q2: 162,660 shares; 2025Q3: 160,826 shares; 2025Q4: 191,226 shares 191,226 $19.1M 0.05% +30,400 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,427 shares; 2024Q4: 115,868 shares; 2025Q1: 119,057 shares; 2025Q2: 121,997 shares; 2025Q3: 123,843 shares; 2025Q4: 123,987 shares 123,987 $19M 0.05% +144 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,456 shares; 2024Q4: 24,781 shares; 2025Q1: 26,133 shares; 2025Q2: 26,164 shares; 2025Q3: 26,102 shares; 2025Q4: 27,619 shares 27,619 $18.9M 0.05% +1,517 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,348 shares; 2024Q4: 3,258 shares; 2025Q1: 27,246 shares; 2025Q2: 40,938 shares; 2025Q3: 41,965 shares; 2025Q4: 47,189 shares 47,189 $18.6M 0.05% +5,224 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,586 shares; 2024Q4: 60,539 shares; 2025Q1: 58,706 shares; 2025Q2: 59,632 shares; 2025Q3: 45,850 shares; 2025Q4: 54,245 shares 54,245 $16.8M 0.05% +8,395 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,318 shares; 2024Q4: 24,617 shares; 2025Q1: 22,941 shares; 2025Q2: 22,077 shares; 2025Q3: 22,099 shares; 2025Q4: 24,043 shares 24,043 $16.4M 0.04% +1,944 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,244 shares; 2024Q4: 193,380 shares; 2025Q1: 161,557 shares; 2025Q2: 135,855 shares; 2025Q3: 137,663 shares; 2025Q4: 107,656 shares 107,656 $16M 0.04% -30,007 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,450 shares; 2024Q4: 364,841 shares; 2025Q1: 340,178 shares; 2025Q2: 315,956 shares; 2025Q3: 321,243 shares; 2025Q4: 250,192 shares 250,192 $15.6M 0.04% -71,051 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,048 shares; 2024Q4: 4,892,270 shares; 2025Q1: 581,974 shares; 2025Q2: 506,851 shares; 2025Q3: 477,901 shares; 2025Q4: 589,515 shares 589,515 $15.5M 0.04% +111,614 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,924 shares; 2024Q4: 29,973 shares; 2025Q1: 28,714 shares; 2025Q2: 28,193 shares; 2025Q3: 28,066 shares; 2025Q4: 32,041 shares 32,041 $14.9M 0.04% +3,975 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,819 shares; 2024Q4: 80,540 shares; 2025Q1: 82,909 shares; 2025Q2: 83,614 shares; 2025Q3: 83,612 shares; 2025Q4: 98,394 shares 98,394 $14.7M 0.04% +14,782 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,685 shares; 2024Q4: 17,066 shares; 2025Q1: 17,451 shares; 2025Q2: 61,261 shares; 2025Q3: 63,710 shares; 2025Q4: 71,071 shares 71,071 $13.9M 0.04% +7,361 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,385 shares; 2024Q4: 83,145 shares; 2025Q1: 83,759 shares; 2025Q2: 84,409 shares; 2025Q3: 82,878 shares; 2025Q4: 98,004 shares 98,004 $13.3M 0.04% +15,126 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,684 shares; 2024Q4: 18,513 shares; 2025Q1: 18,832 shares; 2025Q2: 19,963 shares; 2025Q3: 19,562 shares; 2025Q4: 22,759 shares 22,759 $13.2M 0.04% +3,197 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,517 shares; 2024Q4: 48,862 shares; 2025Q1: 39,453 shares; 2025Q2: 38,859 shares; 2025Q3: 38,630 shares; 2025Q4: 44,814 shares 44,814 $12.9M 0.03% +6,184 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,798 shares; 2024Q4: 163,309 shares; 2025Q1: 161,918 shares; 2025Q2: 163,007 shares; 2025Q3: 144,769 shares; 2025Q4: 163,204 shares 163,204 $12.9M 0.03% +18,435 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,533 shares; 2024Q4: 5,839 shares; 2025Q1: 157,795 shares; 2025Q2: 163,865 shares; 2025Q3: 140,036 shares; 2025Q4: 160,207 shares 160,207 $12.9M 0.03% +20,171 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 856 shares; 2025Q1: 734 shares; 2025Q2: 718 shares; 2025Q3: 10,529 shares; 2025Q4: 11,880 shares 11,880 $12.7M 0.03% +1,351 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,015 shares; 2024Q4: 147,016 shares; 2025Q1: 147,265 shares; 2025Q2: 146,407 shares; 2025Q3: 147,400 shares; 2025Q4: 172,129 shares 172,129 $12.7M 0.03% +24,729 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,534 shares; 2024Q4: 17,793 shares; 2025Q1: 15,949 shares; 2025Q2: 17,012 shares; 2025Q3: 20,643 shares; 2025Q4: 19,990 shares 19,990 $12.3M 0.03% -653 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 56,771 shares; 2025Q1: 57,540 shares; 2025Q2: 57,407 shares; 2025Q3: 57,553 shares; 2025Q4: 66,579 shares 66,579 $12.3M 0.03% +9,026 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,016 shares; 2024Q4: 18,274 shares; 2025Q1: 27,000 shares; 2025Q2: 24,121 shares; 2025Q3: 24,233 shares; 2025Q4: 24,934 shares 24,934 $12.1M 0.03% +701 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,914 shares; 2024Q4: 102,896 shares; 2025Q1: 102,454 shares; 2025Q2: 101,563 shares; 2025Q3: 102,332 shares; 2025Q4: 121,198 shares 121,198 $12M 0.03% +18,866 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,744 shares; 2024Q4: 166,995 shares; 2025Q1: 166,029 shares; 2025Q2: 164,787 shares; 2025Q3: 163,873 shares; 2025Q4: 190,455 shares 190,455 $11.9M 0.03% +26,582 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,119 shares; 2024Q4: 16,309 shares; 2025Q1: 15,686 shares; 2025Q2: 14,031 shares; 2025Q3: 14,946 shares; 2025Q4: 18,778 shares 18,778 $11.8M 0.03% +3,832 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,116 shares; 2024Q4: 355,174 shares; 2025Q1: 343,887 shares; 2025Q2: 332,078 shares; 2025Q3: 333,292 shares; 2025Q4: 234,130 shares 234,130 $11.8M 0.03% -99,162 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 779 shares; 2025Q3: 13,959 shares; 2025Q4: 16,992 shares 16,992 $11.4M 0.03% +3,033 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,608 shares; 2024Q4: 95,081 shares; 2025Q1: 83,294 shares; 2025Q2: 101,856 shares; 2025Q3: 112,434 shares; 2025Q4: 122,212 shares 122,212 $11.4M 0.03% +9,778 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,990 shares; 2024Q4: 64,959 shares; 2025Q1: 68,514 shares; 2025Q2: 68,950 shares; 2025Q3: 69,829 shares; 2025Q4: 81,812 shares 81,812 $10.7M 0.03% +11,983 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,034 shares; 2024Q4: 37,944 shares; 2025Q1: 37,420 shares; 2025Q2: 38,605 shares; 2025Q3: 34,473 shares; 2025Q4: 38,984 shares 38,984 $10.1M 0.03% +4,511 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,995 shares; 2024Q4: 10,178 shares; 2025Q1: 9,429 shares; 2025Q2: 94,513 shares; 2025Q3: 160,574 shares; 2025Q4: 114,862 shares 114,862 $9.21M 0.02% -45,712 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,726 shares; 2024Q4: 10,788 shares; 2025Q1: 32,793 shares; 2025Q2: 94,747 shares; 2025Q3: 96,808 shares; 2025Q4: 94,829 shares 94,829 $9.04M 0.02% -1,979 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,634 shares; 2024Q4: 72,244 shares; 2025Q1: 70,693 shares; 2025Q2: 77,252 shares; 2025Q3: 78,728 shares; 2025Q4: 84,178 shares 84,178 $8.62M 0.02% +5,450 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,996 shares; 2024Q4: 133,384 shares; 2025Q1: 136,740 shares; 2025Q2: 143,396 shares; 2025Q3: 129,973 shares; 2025Q4: 170,836 shares 170,836 $7.94M 0.02% +40,863 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 732 shares; 2025Q1: not reported; 2025Q2: 541 shares; 2025Q3: 15,920 shares; 2025Q4: 12,014 shares 12,014 $7.85M 0.02% -3,906 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,337 shares; 2024Q4: 16,911 shares; 2025Q1: 17,036 shares; 2025Q2: 18,170 shares; 2025Q3: 19,474 shares; 2025Q4: 20,902 shares 20,902 $7.33M 0.02% +1,428 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,487 shares; 2024Q4: 15,503 shares; 2025Q1: 15,364 shares; 2025Q2: 14,095 shares; 2025Q3: 13,509 shares; 2025Q4: 14,859 shares 14,859 $7.25M 0.02% +1,350 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,555 shares; 2024Q4: 25,706 shares; 2025Q1: 26,493 shares; 2025Q2: 23,227 shares; 2025Q3: 25,161 shares; 2025Q4: 32,274 shares 32,274 $6.91M 0.02% +7,113 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,897 shares; 2024Q4: 50,817 shares; 2025Q1: 197,868 shares; 2025Q2: 58,422 shares; 2025Q3: 53,194 shares; 2025Q4: 46,641 shares 46,641 $5.61M 0.02% -6,553 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,702 shares; 2024Q4: 7,244 shares; 2025Q1: 7,956 shares; 2025Q2: 8,342 shares; 2025Q3: 8,312 shares; 2025Q4: 8,430 shares 8,430 $5.58M 0.02% +118 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,944 shares; 2024Q4: 112,033 shares; 2025Q1: 62,216 shares; 2025Q2: 57,075 shares; 2025Q3: 51,414 shares; 2025Q4: 54,759 shares 54,759 $5.47M 0.01% +3,345 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,442 shares; 2024Q4: 8,565 shares; 2025Q1: 8,408 shares; 2025Q2: 8,256 shares; 2025Q3: 8,170 shares; 2025Q4: 7,167 shares 7,167 $5.4M 0.01% -1,003 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,282 shares; 2025Q1: 30,689 shares; 2025Q2: 30,862 shares; 2025Q3: 29,595 shares; 2025Q4: 28,611 shares 28,611 $4.9M 0.01% -984 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,569 shares; 2024Q4: 18,404 shares; 2025Q1: 19,095 shares; 2025Q2: 22,661 shares; 2025Q3: 22,907 shares; 2025Q4: 25,150 shares 25,150 $4.8M 0.01% +2,243 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,463 shares; 2024Q4: 19,562 shares; 2025Q1: 19,501 shares; 2025Q2: 41,843 shares; 2025Q3: 40,919 shares; 2025Q4: 54,275 shares 54,275 $4.75M 0.01% +13,356 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,406 shares; 2024Q4: 21,205 shares; 2025Q1: 25,829 shares; 2025Q2: 42,728 shares; 2025Q3: 44,099 shares; 2025Q4: 50,709 shares 50,709 $4.63M 0.01% +6,610 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,387 shares; 2024Q4: 121,085 shares; 2025Q1: 118,586 shares; 2025Q2: 77,207 shares; 2025Q3: 76,756 shares; 2025Q4: 19,124 shares 19,124 $4.61M 0.01% -57,632 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,911 shares; 2024Q4: 16,941 shares; 2025Q1: 14,874 shares; 2025Q2: 14,770 shares; 2025Q3: 16,313 shares; 2025Q4: 25,479 shares 25,479 $4.36M 0.01% +9,166 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,017 shares; 2024Q4: 10,121 shares; 2025Q1: 10,133 shares; 2025Q2: 10,030 shares; 2025Q3: 10,156 shares; 2025Q4: 11,509 shares 11,509 $4.26M 0.01% +1,353 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,402 shares; 2024Q4: 10,383 shares; 2025Q1: 11,120 shares; 2025Q2: 11,263 shares; 2025Q3: 12,555 shares; 2025Q4: 15,119 shares 15,119 $4.16M 0.01% +2,564 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,008 shares; 2024Q4: 16,005 shares; 2025Q1: 16,265 shares; 2025Q2: 14,026 shares; 2025Q3: 14,327 shares; 2025Q4: 18,995 shares 18,995 $3.97M 0.01% +4,668 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,933 shares; 2024Q4: 88,681 shares; 2025Q1: 6,708 shares; 2025Q2: 7,560 shares; 2025Q3: 10,067 shares; 2025Q4: 13,626 shares 13,626 $3.95M 0.01% +3,559 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,177 shares; 2024Q4: 7,633 shares; 2025Q1: 7,130 shares; 2025Q2: 7,705 shares; 2025Q3: 7,791 shares; 2025Q4: 8,178 shares 8,178 $3.87M 0.01% +387 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,805 shares; 2024Q4: 9,068 shares; 2025Q1: 9,066 shares; 2025Q2: 9,066 shares; 2025Q3: 9,208 shares; 2025Q4: 9,553 shares 9,553 $3.79M 0.01% +345 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,176 shares; 2024Q4: 8,807 shares; 2025Q1: 8,635 shares; 2025Q2: 9,491 shares; 2025Q3: 9,727 shares; 2025Q4: 25,720 shares 25,720 $3.7M 0.01% +15,993 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,637 shares; 2024Q4: 16,882 shares; 2025Q1: 14,142 shares; 2025Q2: 13,196 shares; 2025Q3: 13,390 shares; 2025Q4: 16,504 shares 16,504 $3.63M 0.01% +3,114 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,648 shares; 2024Q4: 89,792 shares; 2025Q1: 72,304 shares; 2025Q2: 57,860 shares; 2025Q3: 55,147 shares; 2025Q4: 50,145 shares 50,145 $3.37M 0.01% -5,002 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,191 shares; 2024Q4: 54,647 shares; 2025Q1: 45,777 shares; 2025Q2: 48,156 shares; 2025Q3: 46,864 shares; 2025Q4: 43,347 shares 43,347 $3.34M 0.01% -3,517 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,997 shares; 2024Q4: 12,918 shares; 2025Q1: 11,713 shares; 2025Q2: 12,425 shares; 2025Q3: 13,273 shares; 2025Q4: 10,051 shares 10,051 $3.07M 0.01% -3,222 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,375 shares; 2024Q4: 44,158 shares; 2025Q1: 28,776 shares; 2025Q2: 30,547 shares; 2025Q3: 30,353 shares; 2025Q4: 33,649 shares 33,649 $3.01M 0.01% +3,296 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,366 shares; 2024Q4: 14,433 shares; 2025Q1: 14,281 shares; 2025Q2: 16,448 shares; 2025Q3: 15,456 shares; 2025Q4: 16,636 shares 16,636 $2.68M 0.01% +1,180 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,730 shares; 2024Q4: 42,015 shares; 2025Q1: 47,557 shares; 2025Q2: 39,724 shares; 2025Q3: 44,385 shares; 2025Q4: 51,581 shares 51,581 $2.56M 0.01% +7,196 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,382 shares; 2025Q2: 117,392 shares; 2025Q3: 61,631 shares; 2025Q4: 99,103 shares 99,103 $2.55M 0.01% +37,472 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,285 shares; 2024Q4: 10,822 shares; 2025Q1: 11,607 shares; 2025Q2: 11,323 shares; 2025Q3: 9,445 shares; 2025Q4: 14,014 shares 14,014 $2.49M 0.01% +4,569 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,630 shares; 2024Q4: 6,511 shares; 2025Q1: 6,875 shares; 2025Q2: 5,257 shares; 2025Q3: 5,272 shares; 2025Q4: 7,897 shares 7,897 $2.49M 0.01% +2,625 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,561 shares; 2024Q4: 8,560 shares; 2025Q1: 8,739 shares; 2025Q2: 11,218 shares; 2025Q3: 11,074 shares; 2025Q4: 8,135 shares 8,135 $2.41M 0.01% -2,939 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,487 shares; 2024Q4: 1,491 shares; 2025Q1: 1,333 shares; 2025Q2: 1,083 shares; 2025Q3: 1,130 shares; 2025Q4: 1,877 shares 1,877 $2.28M 0.01% +747 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,134 shares; 2024Q4: 4,199 shares; 2025Q1: 4,021 shares; 2025Q2: 3,809 shares; 2025Q3: 4,350 shares; 2025Q4: 8,065 shares 8,065 $2.16M 0.01% +3,715 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,010 shares; 2024Q4: 25,246 shares; 2025Q1: 25,563 shares; 2025Q2: 27,495 shares; 2025Q3: 25,819 shares; 2025Q4: 37,042 shares 37,042 $2.13M 0.01% +11,223 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,070,398 shares; 2024Q4: 907,356 shares; 2025Q1: 933,187 shares; 2025Q2: 58,810 shares; 2025Q3: 34,253 shares; 2025Q4: 25,765 shares 25,765 $2.11M 0.01% -8,488 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,304 shares; 2024Q4: 13,024 shares; 2025Q1: 12,920 shares; 2025Q2: 12,692 shares; 2025Q3: 12,675 shares; 2025Q4: 15,828 shares 15,828 $1.95M 0.01% +3,153 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,558 shares; 2024Q4: 57,670 shares; 2025Q1: 60,655 shares; 2025Q2: 62,823 shares; 2025Q3: 62,954 shares; 2025Q4: 88,937 shares 88,937 $1.86M 0.01% +25,983 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,250 shares; 2024Q4: 24,827 shares; 2025Q1: 18,547 shares; 2025Q2: 13,680 shares; 2025Q3: 18,340 shares; 2025Q4: 23,238 shares 23,238 $1.75M <0.01% +4,898 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,066 shares; 2024Q4: 14,060 shares; 2025Q1: 14,060 shares; 2025Q2: 14,060 shares; 2025Q3: 14,105 shares; 2025Q4: 13,105 shares 13,105 $1.7M <0.01% -1,000 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 696 shares; 2024Q4: 687 shares; 2025Q1: 694 shares; 2025Q2: 708 shares; 2025Q3: 747 shares; 2025Q4: 845 shares 845 $1.7M <0.01% +98 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,690 shares; 2024Q4: 5,625 shares; 2025Q1: 5,506 shares; 2025Q2: 5,962 shares; 2025Q3: 6,052 shares; 2025Q4: 6,570 shares 6,570 $1.69M <0.01% +518 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,996 shares; 2025Q3: 19,001 shares; 2025Q4: 20,542 shares 20,542 $1.68M <0.01% +1,541 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,684 shares; 2024Q4: 93,586 shares; 2025Q1: 87,437 shares; 2025Q2: 57,598 shares; 2025Q3: 96,916 shares; 2025Q4: 62,185 shares 62,185 $1.67M <0.01% -34,731 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,344 shares; 2024Q4: 10,355 shares; 2025Q1: 16,196 shares; 2025Q2: 16,760 shares; 2025Q3: 16,691 shares; 2025Q4: 22,369 shares 22,369 $1.63M <0.01% +5,678 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,123 shares; 2024Q4: 56,583 shares; 2025Q1: 51,054 shares; 2025Q2: 31,355 shares; 2025Q3: 28,285 shares; 2025Q4: 24,621 shares 24,621 $1.62M <0.01% -3,664 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,057 shares 24,057 $1.58M <0.01% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,474 shares; 2024Q4: 6,612 shares; 2025Q1: 6,109 shares; 2025Q2: 5,797 shares; 2025Q3: 6,005 shares; 2025Q4: 5,983 shares 5,983 $1.54M <0.01% -22 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,395 shares; 2024Q4: 4,925 shares; 2025Q1: 4,794 shares; 2025Q2: 5,071 shares; 2025Q3: 5,258 shares; 2025Q4: 7,592 shares 7,592 $1.52M <0.01% +2,334 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 2,055 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,824 shares; 2025Q4: 8,118 shares 8,118 $1.46M <0.01% +4,294 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,799 shares; 2024Q4: 10,799 shares; 2025Q1: 10,729 shares; 2025Q2: 10,738 shares; 2025Q3: 10,758 shares; 2025Q4: 20,557 shares 20,557 $1.44M <0.01% +9,799 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,349 shares; 2024Q4: 57,322 shares; 2025Q1: 55,327 shares; 2025Q2: 65,495 shares; 2025Q3: 72,052 shares; 2025Q4: 51,766 shares 51,766 $1.42M <0.01% -20,286 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,800 shares; 2025Q1: 11,508 shares; 2025Q2: 11,538 shares; 2025Q3: 12,101 shares; 2025Q4: 10,704 shares 10,704 $1.4M <0.01% -1,397 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,646 shares; 2024Q4: 4,704 shares; 2025Q1: 4,435 shares; 2025Q2: 3,917 shares; 2025Q3: 5,407 shares; 2025Q4: 4,491 shares 4,491 $1.36M <0.01% -916 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 405 shares; 2025Q1: 350 shares; 2025Q2: 1,397 shares; 2025Q3: 1,451 shares; 2025Q4: 1,483 shares 1,483 $1.3M <0.01% +32 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,111 shares; 2024Q4: 3,933 shares; 2025Q1: 4,515 shares; 2025Q2: 5,132 shares; 2025Q3: 5,574 shares; 2025Q4: 7,226 shares 7,226 $1.28M <0.01% +1,652 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,512 shares; 2024Q4: 72,852 shares; 2025Q1: 63,651 shares; 2025Q2: 57,730 shares; 2025Q3: 64,775 shares; 2025Q4: 34,152 shares 34,152 $1.26M <0.01% -30,623 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,933 shares; 2024Q4: 8,872 shares; 2025Q1: 7,720 shares; 2025Q2: 6,935 shares; 2025Q3: 6,674 shares; 2025Q4: 5,862 shares 5,862 $1.24M <0.01% -812 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,600 shares; 2024Q4: 23,934 shares; 2025Q1: 22,638 shares; 2025Q2: 3,088 shares; 2025Q3: 3,271 shares; 2025Q4: 3,429 shares 3,429 $1.2M <0.01% +158 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,861 shares; 2024Q4: 7,545 shares; 2025Q1: 7,742 shares; 2025Q2: 6,346 shares; 2025Q3: 6,762 shares; 2025Q4: 6,798 shares 6,798 $1.18M <0.01% +36 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 1,665 shares; 2025Q1: 3,016 shares; 2025Q2: 7,302 shares; 2025Q3: 6,155 shares; 2025Q4: 2,064 shares 2,064 $1.17M <0.01% -4,091 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,120 shares; 2024Q4: 43,261 shares; 2025Q1: 44,345 shares; 2025Q2: 45,536 shares; 2025Q3: 43,618 shares; 2025Q4: 35,642 shares 35,642 $1.17M <0.01% -7,976 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,420 shares; 2025Q4: 4,774 shares 4,774 $1.15M <0.01% +2,354 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,998 shares; 2025Q1: 1,502 shares; 2025Q2: 1,623 shares; 2025Q3: 1,608 shares; 2025Q4: 2,697 shares 2,697 $1.11M <0.01% +1,089 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,149 shares; 2024Q4: 8,162 shares; 2025Q1: 8,149 shares; 2025Q2: 8,149 shares; 2025Q3: 8,290 shares; 2025Q4: 16,439 shares 16,439 $1.1M <0.01% +8,149 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,330 shares; 2024Q4: 4,679 shares; 2025Q1: 4,290 shares; 2025Q2: 4,295 shares; 2025Q3: 4,403 shares; 2025Q4: 3,960 shares 3,960 $1.09M <0.01% -443 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,536 shares; 2024Q4: 6,144 shares; 2025Q1: 4,975 shares; 2025Q2: 5,022 shares; 2025Q3: 5,316 shares; 2025Q4: 8,872 shares 8,872 $1.09M <0.01% +3,556 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: 4,122 shares; 2025Q1: 2,487 shares; 2025Q2: 4,548 shares; 2025Q3: 4,518 shares; 2025Q4: 5,293 shares 5,293 $1.05M <0.01% +775 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 1,956 shares; 2025Q1: 1,925 shares; 2025Q2: 1,842 shares; 2025Q3: 2,039 shares; 2025Q4: 1,798 shares 1,798 $1.04M <0.01% -241 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,026 shares; 2025Q1: 11,026 shares; 2025Q2: 13,987 shares; 2025Q3: 20,972 shares; 2025Q4: 18,905 shares 18,905 $1.01M <0.01% -2,067 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,680 shares; 2024Q4: 22,488 shares; 2025Q1: 21,870 shares; 2025Q2: 22,488 shares; 2025Q3: 22,025 shares; 2025Q4: 24,346 shares 24,346 $1.01M <0.01% +2,321 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,753 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,293 shares; 2025Q3: 27,559 shares; 2025Q4: 27,653 shares 27,653 $1M <0.01% +94 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,236 shares; 2024Q4: 8,236 shares; 2025Q1: 7,147 shares; 2025Q2: 7,147 shares; 2025Q3: 8,179 shares; 2025Q4: 10,613 shares 10,613 $982K <0.01% +2,434 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,555 shares; 2024Q4: 9,127 shares; 2025Q1: 9,028 shares; 2025Q2: 8,804 shares; 2025Q3: 8,822 shares; 2025Q4: 8,715 shares 8,715 $978K <0.01% -107 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,297 shares; 2025Q1: 1,319 shares; 2025Q2: 1,348 shares; 2025Q3: 1,481 shares; 2025Q4: 2,494 shares 2,494 $971K <0.01% +1,013 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 3,128 shares; 2025Q1: 3,061 shares; 2025Q2: 2,973 shares; 2025Q3: 2,988 shares; 2025Q4: 3,176 shares 3,176 $960K <0.01% +188 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,532 shares; 2024Q4: 22,520 shares; 2025Q1: 12,975 shares; 2025Q2: 12,975 shares; 2025Q3: 13,566 shares; 2025Q4: 24,102 shares 24,102 $954K <0.01% +10,536 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: 4,827 shares; 2025Q1: 4,472 shares; 2025Q2: 3,623 shares; 2025Q3: 3,820 shares; 2025Q4: 4,122 shares 4,122 $954K <0.01% +302 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,505 shares; 2024Q4: 12,915 shares; 2025Q1: 12,158 shares; 2025Q2: 12,158 shares; 2025Q3: 12,158 shares; 2025Q4: 19,762 shares 19,762 $921K <0.01% +7,604 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,455 shares; 2024Q4: 2,459 shares; 2025Q1: 3,075 shares; 2025Q2: 2,902 shares; 2025Q3: 2,802 shares; 2025Q4: 2,624 shares 2,624 $920K <0.01% -178 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,643 shares; 2024Q4: 39,228 shares; 2025Q1: 39,228 shares; 2025Q2: 39,228 shares; 2025Q3: 39,228 shares; 2025Q4: 39,228 shares 39,228 $917K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 782 shares; 2025Q1: 783 shares; 2025Q2: 776 shares; 2025Q3: 783 shares; 2025Q4: 1,340 shares 1,340 $907K <0.01% +557 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,417 shares; 2024Q4: 5,070 shares; 2025Q1: 4,846 shares; 2025Q2: 4,821 shares; 2025Q3: 4,416 shares; 2025Q4: 5,105 shares 5,105 $905K <0.01% +689 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 1,347 shares; 2025Q1: 1,310 shares; 2025Q2: 1,296 shares; 2025Q3: 1,254 shares; 2025Q4: 2,036 shares 2,036 $905K <0.01% +782 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,588 shares; 2024Q4: 6,676 shares; 2025Q1: 6,383 shares; 2025Q2: 6,297 shares; 2025Q3: 6,522 shares; 2025Q4: 12,561 shares 12,561 $894K <0.01% +6,039 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 796 shares; 2025Q1: 854 shares; 2025Q2: 861 shares; 2025Q3: 1,057 shares; 2025Q4: 1,558 shares 1,558 $888K <0.01% +501 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,751 shares; 2024Q4: 37,559 shares; 2025Q1: 37,667 shares; 2025Q2: 37,515 shares; 2025Q3: 37,528 shares; 2025Q4: 37,515 shares 37,515 $885K <0.01% -13 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,287 shares; 2024Q4: 8,565 shares; 2025Q1: 7,399 shares; 2025Q2: 7,231 shares; 2025Q3: 7,099 shares; 2025Q4: 7,239 shares 7,239 $876K <0.01% +140 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,175 shares; 2024Q4: 12,150 shares; 2025Q1: 13,981 shares; 2025Q2: 11,448 shares; 2025Q3: 12,381 shares; 2025Q4: 15,958 shares 15,958 $874K <0.01% +3,577 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,873 shares; 2024Q4: 6,247 shares; 2025Q1: 5,604 shares; 2025Q2: 5,367 shares; 2025Q3: 5,817 shares; 2025Q4: 5,603 shares 5,603 $867K <0.01% -214 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 2,598 shares; 2025Q1: 2,564 shares; 2025Q2: 2,165 shares; 2025Q3: 2,126 shares; 2025Q4: 2,990 shares 2,990 $867K <0.01% +864 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 973,078 shares; 2024Q4: 19,516 shares; 2025Q1: 6,490 shares; 2025Q2: 12,387 shares; 2025Q3: 12,466 shares; 2025Q4: 10,857 shares 10,857 $862K <0.01% -1,609 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,738 shares; 2025Q1: 1,666 shares; 2025Q2: 2,785 shares; 2025Q3: 2,791 shares; 2025Q4: 3,435 shares 3,435 $860K <0.01% +644 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,336 shares; 2024Q4: 6,215 shares; 2025Q1: 6,222 shares; 2025Q2: 7,567 shares; 2025Q3: 7,510 shares; 2025Q4: 8,931 shares 8,931 $860K <0.01% +1,421 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,439 shares; 2025Q1: 5,439 shares; 2025Q2: 5,439 shares; 2025Q3: 5,439 shares; 2025Q4: 5,439 shares 5,439 $859K <0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,289 shares; 2024Q4: 4,367 shares; 2025Q1: 4,505 shares; 2025Q2: 4,448 shares; 2025Q3: 4,481 shares; 2025Q4: 5,038 shares 5,038 $846K <0.01% +557 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,721 shares; 2024Q4: 7,786 shares; 2025Q1: 6,035 shares; 2025Q2: 5,603 shares; 2025Q3: 6,458 shares; 2025Q4: 6,355 shares 6,355 $843K <0.01% -103 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,144 shares; 2024Q4: 3,121 shares; 2025Q1: 3,149 shares; 2025Q2: 4,429 shares; 2025Q3: 4,698 shares; 2025Q4: 3,475 shares 3,475 $842K <0.01% -1,223 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,031 shares; 2025Q4: 20,167 shares 20,167 $841K <0.01% +12,136 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 784 shares; 2025Q1: not reported; 2025Q2: 935 shares; 2025Q3: 1,524 shares; 2025Q4: 2,160 shares 2,160 $840K <0.01% +636 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,806 shares; 2024Q4: 7,253 shares; 2025Q1: 7,472 shares; 2025Q2: 6,177 shares; 2025Q3: 7,199 shares; 2025Q4: 5,173 shares 5,173 $828K <0.01% -2,026 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,799 shares; 2024Q4: 18,083 shares; 2025Q1: 16,931 shares; 2025Q2: 16,931 shares; 2025Q3: 16,931 shares; 2025Q4: 16,931 shares 16,931 $813K <0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,166 shares; 2024Q4: 6,166 shares; 2025Q1: 6,230 shares; 2025Q2: 6,235 shares; 2025Q3: 6,330 shares; 2025Q4: 7,528 shares 7,528 $806K <0.01% +1,198 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,460 shares; 2024Q4: 13,340 shares; 2025Q1: 13,421 shares; 2025Q2: 13,455 shares; 2025Q3: 14,158 shares; 2025Q4: 13,362 shares 13,362 $792K <0.01% -796 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 4,073 shares; 2025Q1: 4,119 shares; 2025Q2: 4,298 shares; 2025Q3: 4,179 shares; 2025Q4: 4,907 shares 4,907 $787K <0.01% +728 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,645 shares; 2025Q2: 2,645 shares; 2025Q3: 2,645 shares; 2025Q4: 2,030 shares 2,030 $785K <0.01% -615 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,500 shares; 2025Q1: 11,500 shares; 2025Q2: 12,680 shares; 2025Q3: 12,680 shares; 2025Q4: 11,500 shares 11,500 $778K <0.01% -1,180 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,439 shares; 2024Q4: 12,139 shares; 2025Q1: 10,036 shares; 2025Q2: 10,036 shares; 2025Q3: 10,036 shares; 2025Q4: 12,880 shares 12,880 $767K <0.01% +2,844 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,669 shares; 2024Q4: 5,980 shares; 2025Q1: 4,487 shares; 2025Q2: 3,833 shares; 2025Q3: 4,109 shares; 2025Q4: 5,220 shares 5,220 $749K <0.01% +1,111 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,974 shares; 2024Q4: 2,881 shares; 2025Q1: 2,818 shares; 2025Q2: 5,391 shares; 2025Q3: 5,696 shares; 2025Q4: 2,881 shares 2,881 $746K <0.01% -2,815 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,694 shares; 2025Q2: 3,694 shares; 2025Q3: 3,709 shares; 2025Q4: 3,704 shares 3,704 $745K <0.01% -5 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 3,487 shares; 2025Q1: 3,212 shares; 2025Q2: 3,697 shares; 2025Q3: 3,639 shares; 2025Q4: 4,008 shares 4,008 $744K <0.01% +369 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,532 shares; 2024Q4: 8,521 shares; 2025Q1: 8,521 shares; 2025Q2: 8,521 shares; 2025Q3: 8,521 shares; 2025Q4: 8,521 shares 8,521 $735K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,759 shares; 2024Q4: 20,117 shares; 2025Q1: 4,560 shares; 2025Q2: 7,732 shares; 2025Q3: 7,857 shares; 2025Q4: 14,674 shares 14,674 $734K <0.01% +6,817 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 2,521 shares; 2025Q1: 2,800 shares; 2025Q2: 3,048 shares; 2025Q3: 2,249 shares; 2025Q4: 3,124 shares 3,124 $715K <0.01% +875 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 5,002 shares 5,002 $711K <0.01% -1,398 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,240 shares; 2024Q4: 4,276 shares; 2025Q1: 4,271 shares; 2025Q2: 5,400 shares; 2025Q3: 4,513 shares; 2025Q4: 4,586 shares 4,586 $711K <0.01% +73 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,712 shares 8,712 $711K <0.01% new Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,197 shares 38,197 $697K <0.01% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 4,086 shares; 2025Q1: 3,347 shares; 2025Q2: 2,220 shares; 2025Q3: 2,636 shares; 2025Q4: 3,257 shares 3,257 $685K <0.01% +621 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,179 shares; 2024Q4: 8,386 shares; 2025Q1: 8,223 shares; 2025Q2: 7,408 shares; 2025Q3: 7,398 shares; 2025Q4: 15,164 shares 15,164 $678K <0.01% +7,766 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,393 shares; 2025Q1: 1,408 shares; 2025Q2: 1,401 shares; 2025Q3: 1,456 shares; 2025Q4: 1,325 shares 1,325 $676K <0.01% -131 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,469 shares; 2024Q4: 6,846 shares; 2025Q1: 6,482 shares; 2025Q2: 9,165 shares; 2025Q3: 7,490 shares; 2025Q4: 8,617 shares 8,617 $668K <0.01% +1,127 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 2,933 shares; 2025Q2: 2,933 shares; 2025Q3: 2,528 shares; 2025Q4: 4,760 shares 4,760 $663K <0.01% +2,232 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,124 shares; 2024Q4: 4,035 shares; 2025Q1: 4,193 shares; 2025Q2: 3,453 shares; 2025Q3: 3,485 shares; 2025Q4: 3,993 shares 3,993 $649K <0.01% +508 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,803 shares 45,803 $648K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,149 shares; 2024Q4: 13,450 shares; 2025Q1: 13,450 shares; 2025Q2: 12,968 shares; 2025Q3: 12,944 shares; 2025Q4: 17,002 shares 17,002 $639K <0.01% +4,058 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,252 shares; 2024Q4: 267,063 shares; 2025Q1: 24,199 shares; 2025Q2: 8,253 shares; 2025Q3: 8,306 shares; 2025Q4: 4,142 shares 4,142 $622K <0.01% -4,164 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,121 shares; 2024Q4: 15,616 shares; 2025Q1: 14,396 shares; 2025Q2: 14,335 shares; 2025Q3: 13,900 shares; 2025Q4: 13,131 shares 13,131 $616K <0.01% -769 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,247 shares; 2024Q4: 6,662 shares; 2025Q1: 6,572 shares; 2025Q2: 6,572 shares; 2025Q3: 6,572 shares; 2025Q4: 8,842 shares 8,842 $616K <0.01% +2,270 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,752 shares; 2024Q4: 5,592 shares; 2025Q1: 5,485 shares; 2025Q2: 4,637 shares; 2025Q3: 5,149 shares; 2025Q4: 7,353 shares 7,353 $616K <0.01% +2,204 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,195 shares; 2024Q4: 5,485 shares; 2025Q1: 5,486 shares; 2025Q2: 5,195 shares; 2025Q3: 4,862 shares; 2025Q4: 4,640 shares 4,640 $613K <0.01% -222 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,112 shares; 2024Q4: 4,348 shares; 2025Q1: 8,891 shares; 2025Q2: 4,348 shares; 2025Q3: 4,348 shares; 2025Q4: 8,696 shares 8,696 $612K <0.01% +4,348 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,496 shares; 2024Q4: 5,189 shares; 2025Q1: 5,121 shares; 2025Q2: 5,121 shares; 2025Q3: 14,935 shares; 2025Q4: 6,060 shares 6,060 $608K <0.01% -8,875 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 972 shares; 2025Q1: 952 shares; 2025Q2: 950 shares; 2025Q3: 1,455 shares; 2025Q4: 1,722 shares 1,722 $608K <0.01% +267 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,862 shares; 2024Q4: 23,444 shares; 2025Q1: 21,264 shares; 2025Q2: 21,700 shares; 2025Q3: 21,943 shares; 2025Q4: 23,325 shares 23,325 $585K <0.01% +1,382 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,233 shares; 2025Q4: 62,558 shares 62,558 $584K <0.01% -23,675 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,564 shares; 2024Q4: 8,135 shares; 2025Q1: 7,569 shares; 2025Q2: 11,614 shares; 2025Q3: 10,098 shares; 2025Q4: 4,627 shares 4,627 $582K <0.01% -5,471 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579 shares; 2024Q4: 1,493 shares; 2025Q1: 1,402 shares; 2025Q2: 1,560 shares; 2025Q3: 1,240 shares; 2025Q4: 2,083 shares 2,083 $581K <0.01% +843 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,158 shares; 2024Q4: 10,334 shares; 2025Q1: 10,538 shares; 2025Q2: 10,837 shares; 2025Q3: 11,653 shares; 2025Q4: 6,008 shares 6,008 $577K <0.01% -5,645 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,560 shares; 2024Q4: 11,560 shares; 2025Q1: 11,560 shares; 2025Q2: 9,239 shares; 2025Q3: 9,239 shares; 2025Q4: 9,239 shares 9,239 $576K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares 14,000 $575K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,317 shares; 2024Q4: 14,222 shares; 2025Q1: 13,981 shares; 2025Q2: 14,090 shares; 2025Q3: 14,676 shares; 2025Q4: 9,921 shares 9,921 $575K <0.01% -4,755 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,743 shares; 2025Q1: 1,731 shares; 2025Q2: 1,733 shares; 2025Q3: 1,737 shares; 2025Q4: 1,740 shares 1,740 $572K <0.01% +3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,160 shares; 2024Q4: 15,483 shares; 2025Q1: 16,638 shares; 2025Q2: 23,351 shares; 2025Q3: 47,648 shares; 2025Q4: 20,959 shares 20,959 $570K <0.01% -26,689 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,264 shares; 2024Q4: 8,402 shares; 2025Q1: 8,402 shares; 2025Q2: 8,363 shares; 2025Q3: 9,095 shares; 2025Q4: 8,339 shares 8,339 $568K <0.01% -756 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,800 shares; 2024Q4: 56,500 shares; 2025Q1: 56,500 shares; 2025Q2: 56,500 shares; 2025Q3: 56,500 shares; 2025Q4: 56,500 shares 56,500 $561K <0.01% 0 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,027 shares; 2024Q4: 7,027 shares; 2025Q1: 7,027 shares; 2025Q2: 7,027 shares; 2025Q3: 7,027 shares; 2025Q4: 7,027 shares 7,027 $560K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,203 shares; 2025Q1: 1,313 shares; 2025Q2: 1,229 shares; 2025Q3: 1,389 shares; 2025Q4: 1,938 shares 1,938 $560K <0.01% +549 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,281 shares; 2024Q4: 4,214 shares; 2025Q1: 4,178 shares; 2025Q2: 5,948 shares; 2025Q3: 4,800 shares; 2025Q4: 5,323 shares 5,323 $559K <0.01% +523 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,408 shares; 2024Q4: 7,442 shares; 2025Q1: 7,654 shares; 2025Q2: 7,240 shares; 2025Q3: 7,930 shares; 2025Q4: 7,574 shares 7,574 $557K <0.01% -356 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,707 shares; 2024Q4: 5,707 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,109 shares; 2025Q4: 8,218 shares 8,218 $553K <0.01% +4,109 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,463 shares; 2024Q4: 3,899 shares; 2025Q1: 2,927 shares; 2025Q2: 3,114 shares; 2025Q3: 1,991 shares; 2025Q4: 2,596 shares 2,596 $551K <0.01% +605 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,454 shares; 2024Q4: 18,608 shares; 2025Q1: 16,103 shares; 2025Q2: 12,686 shares; 2025Q3: 12,727 shares; 2025Q4: 14,349 shares 14,349 $545K <0.01% +1,622 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,898 shares; 2024Q4: 6,953 shares; 2025Q1: 7,794 shares; 2025Q2: 7,640 shares; 2025Q3: 7,584 shares; 2025Q4: 7,595 shares 7,595 $544K <0.01% +11 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,572 shares; 2024Q4: 17,797 shares; 2025Q1: 15,141 shares; 2025Q2: 15,141 shares; 2025Q3: 15,141 shares; 2025Q4: 7,876 shares 7,876 $538K <0.01% -7,265 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,466 shares; 2025Q4: 1,569 shares 1,569 $528K <0.01% +103 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,755 shares; 2024Q4: 1,648 shares; 2025Q1: 1,812 shares; 2025Q2: 1,714 shares; 2025Q3: 1,727 shares; 2025Q4: 1,887 shares 1,887 $526K <0.01% +160 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 1,280 shares; 2025Q1: 1,269 shares; 2025Q2: 1,198 shares; 2025Q3: 1,174 shares; 2025Q4: 1,030 shares 1,030 $526K <0.01% -144 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,399 shares; 2024Q4: 2,741 shares; 2025Q1: 3,327 shares; 2025Q2: 3,079 shares; 2025Q3: 3,697 shares; 2025Q4: 4,862 shares 4,862 $521K <0.01% +1,165 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,849 shares; 2024Q4: 6,942 shares; 2025Q1: 29,143 shares; 2025Q2: 6,304 shares; 2025Q3: 6,963 shares; 2025Q4: 10,425 shares 10,425 $513K <0.01% +3,462 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,227 shares; 2024Q4: 29,575 shares; 2025Q1: 25,164 shares; 2025Q2: 6,219 shares; 2025Q3: 9,069 shares; 2025Q4: 6,841 shares 6,841 $507K <0.01% -2,228 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,210 shares; 2024Q4: 12,210 shares; 2025Q1: 12,210 shares; 2025Q2: 12,210 shares; 2025Q3: 5,749 shares; 2025Q4: 6,768 shares 6,768 $502K <0.01% +1,019 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,363 shares; 2025Q4: 3,481 shares 3,481 $501K <0.01% -2,882 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 523 shares; 2025Q1: 587 shares; 2025Q2: 433 shares; 2025Q3: 466 shares; 2025Q4: 468 shares 468 $501K <0.01% +2 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 699 shares; 2025Q1: 707 shares; 2025Q2: 796 shares; 2025Q3: 1,058 shares; 2025Q4: 1,294 shares 1,294 $496K <0.01% +236 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 946,059 shares; 2024Q4: 959,823 shares; 2025Q1: 926,706 shares; 2025Q2: 937,000 shares; 2025Q3: 15,636 shares; 2025Q4: 6,343 shares 6,343 $495K <0.01% -9,293 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 1,990 shares; 2025Q1: 1,865 shares; 2025Q2: 2,038 shares; 2025Q3: 2,842 shares; 2025Q4: 2,900 shares 2,900 $494K <0.01% +58 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,256 shares; 2024Q4: 17,108 shares; 2025Q1: 17,257 shares; 2025Q2: 16,593 shares; 2025Q3: 16,037 shares; 2025Q4: 10,628 shares 10,628 $489K <0.01% -5,409 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,906 shares; 2024Q4: 7,194 shares; 2025Q1: 7,169 shares; 2025Q2: 8,045 shares; 2025Q3: 5,948 shares; 2025Q4: 4,551 shares 4,551 $486K <0.01% -1,397 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,065 shares; 2024Q4: 2,153 shares; 2025Q1: 1,992 shares; 2025Q2: 1,425 shares; 2025Q3: 1,493 shares; 2025Q4: 1,684 shares 1,684 $485K <0.01% +191 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,682 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,492 shares; 2025Q4: 6,902 shares 6,902 $479K <0.01% +3,410 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,419 shares; 2024Q4: 15,419 shares; 2025Q1: 15,219 shares; 2025Q2: 15,219 shares; 2025Q3: 15,769 shares; 2025Q4: 15,769 shares 15,769 $477K <0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,828 shares; 2024Q4: 1,826 shares; 2025Q1: 1,991 shares; 2025Q2: 1,740 shares; 2025Q3: 2,234 shares; 2025Q4: 1,549 shares 1,549 $467K <0.01% -685 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 2,002 shares; 2025Q1: 1,489 shares; 2025Q2: 2,267 shares; 2025Q3: 2,730 shares; 2025Q4: 2,427 shares 2,427 $465K <0.01% -303 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,489 shares; 2024Q4: 11,489 shares; 2025Q1: 11,489 shares; 2025Q2: 11,489 shares; 2025Q3: 11,489 shares; 2025Q4: 11,489 shares 11,489 $447K <0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,029 shares; 2024Q4: 3,436 shares; 2025Q1: 4,673 shares; 2025Q2: 3,370 shares; 2025Q3: 3,810 shares; 2025Q4: 5,525 shares 5,525 $445K <0.01% +1,715 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,064 shares; 2024Q4: 8,679 shares; 2025Q1: 8,258 shares; 2025Q2: 8,139 shares; 2025Q3: 6,538 shares; 2025Q4: 6,386 shares 6,386 $443K <0.01% -152 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,235 shares; 2025Q1: 7,725 shares; 2025Q2: 6,337 shares; 2025Q3: 6,270 shares; 2025Q4: 9,267 shares 9,267 $441K <0.01% +2,997 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,006 shares; 2024Q4: 6,114 shares; 2025Q1: 11,433 shares; 2025Q2: 9,634 shares; 2025Q3: 10,036 shares; 2025Q4: 9,860 shares 9,860 $438K <0.01% -176 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 1,488 shares; 2025Q1: 1,365 shares; 2025Q2: 1,296 shares; 2025Q3: 1,458 shares; 2025Q4: 1,379 shares 1,379 $430K <0.01% -79 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,818 shares; 2025Q4: 21,753 shares 21,753 $429K <0.01% -65 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,549 shares; 2025Q3: 7,598 shares; 2025Q4: 7,598 shares 7,598 $424K <0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,216 shares; 2024Q4: 4,447 shares; 2025Q1: 4,248 shares; 2025Q2: 4,020 shares; 2025Q3: 4,566 shares; 2025Q4: 4,328 shares 4,328 $416K <0.01% -238 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,765 shares; 2025Q1: 4,238 shares; 2025Q2: 6,283 shares; 2025Q3: 4,807 shares; 2025Q4: 4,954 shares 4,954 $414K <0.01% +147 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,829 shares; 2024Q4: 4,607 shares; 2025Q1: 3,336 shares; 2025Q2: 3,964 shares; 2025Q3: 3,964 shares; 2025Q4: 3,100 shares 3,100 $414K <0.01% -864 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 1,915 shares; 2025Q1: 1,910 shares; 2025Q2: 4,593 shares; 2025Q3: 4,507 shares; 2025Q4: 3,014 shares 3,014 $413K <0.01% -1,493 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,690 shares; 2025Q4: 1,818 shares 1,818 $408K <0.01% +128 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,664 shares; 2024Q4: 5,045 shares; 2025Q1: 5,233 shares; 2025Q2: 5,008 shares; 2025Q3: 5,523 shares; 2025Q4: 4,441 shares 4,441 $408K <0.01% -1,082 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,720 shares; 2025Q2: 4,419 shares; 2025Q3: 4,585 shares; 2025Q4: 4,385 shares 4,385 $401K <0.01% -200 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,720 shares; 2024Q4: 4,906 shares; 2025Q1: 3,283 shares; 2025Q2: 8,946 shares; 2025Q3: 9,640 shares; 2025Q4: 13,594 shares 13,594 $395K <0.01% +3,954 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,153 shares; 2024Q4: 6,853 shares; 2025Q1: 7,309 shares; 2025Q2: 8,019 shares; 2025Q3: 8,621 shares; 2025Q4: 8,504 shares 8,504 $394K <0.01% -117 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,179 shares; 2024Q4: 8,164 shares; 2025Q1: 8,368 shares; 2025Q2: 6,840 shares; 2025Q3: 6,840 shares; 2025Q4: 7,291 shares 7,291 $393K <0.01% +451 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,439 shares; 2025Q2: 1,470 shares; 2025Q3: 1,554 shares; 2025Q4: 1,716 shares 1,716 $390K <0.01% +162 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 3,783 shares; 2025Q1: 3,379 shares; 2025Q2: 3,622 shares; 2025Q3: 3,927 shares; 2025Q4: 3,538 shares 3,538 $390K <0.01% -389 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,476 shares; 2025Q1: 12,015 shares; 2025Q2: 17,843 shares; 2025Q3: 23,273 shares; 2025Q4: 23,481 shares 23,481 $387K <0.01% +208 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,846 shares; 2024Q4: 3,730 shares; 2025Q1: 3,815 shares; 2025Q2: 3,738 shares; 2025Q3: 3,738 shares; 2025Q4: 3,931 shares 3,931 $382K <0.01% +193 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,391 shares; 2025Q1: 7,325 shares; 2025Q2: 6,103 shares; 2025Q3: 5,665 shares; 2025Q4: 5,923 shares 5,923 $382K <0.01% +258 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,667 shares; 2025Q1: 1,267 shares; 2025Q2: 1,267 shares; 2025Q3: 1,267 shares; 2025Q4: 1,650 shares 1,650 $380K <0.01% +383 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 124 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 121 shares; 2025Q4: 110 shares 110 $373K <0.01% -11 Timeline IBLC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,555 shares; 2025Q4: 9,110 shares 9,110 $373K <0.01% +4,555 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,078 shares 3,078 $370K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,981 shares; 2024Q4: 10,189 shares; 2025Q1: not reported; 2025Q2: 11,047 shares; 2025Q3: 25,810 shares; 2025Q4: 11,583 shares 11,583 $365K <0.01% -14,227 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,344 shares; 2024Q4: 257,344 shares; 2025Q1: 257,444 shares; 2025Q2: 257,344 shares; 2025Q3: 257,344 shares; 2025Q4: 257,344 shares 257,344 $363K <0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,021 shares 3,021 $362K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,902 shares; 2024Q4: 1,728 shares; 2025Q1: 1,671 shares; 2025Q2: 1,577 shares; 2025Q3: 1,654 shares; 2025Q4: 2,014 shares 2,014 $354K <0.01% +360 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,772 shares; 2024Q4: 8,784 shares; 2025Q1: 6,493 shares; 2025Q2: 6,493 shares; 2025Q3: 7,235 shares; 2025Q4: 7,083 shares 7,083 $353K <0.01% -152 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,409 shares; 2025Q4: 18,409 shares 18,409 $353K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,613 shares; 2025Q1: 1,385 shares; 2025Q2: 1,397 shares; 2025Q3: 1,306 shares; 2025Q4: 2,956 shares 2,956 $353K <0.01% +1,650 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 1,397 shares; 2025Q1: 1,389 shares; 2025Q2: 1,349 shares; 2025Q3: 715 shares; 2025Q4: 425 shares 425 $349K <0.01% -290 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 3,932 shares; 2025Q1: 3,983 shares; 2025Q2: 4,661 shares; 2025Q3: 6,813 shares; 2025Q4: 4,732 shares 4,732 $348K <0.01% -2,081 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 994 shares; 2024Q4: 915 shares; 2025Q1: 824 shares; 2025Q2: 927 shares; 2025Q3: 955 shares; 2025Q4: 1,091 shares 1,091 $347K <0.01% +136 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,286 shares; 2025Q3: 15,345 shares; 2025Q4: 12,787 shares 12,787 $347K <0.01% -2,558 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 2,015 shares; 2025Q2: 2,015 shares; 2025Q3: 2,015 shares; 2025Q4: 2,015 shares 2,015 $339K <0.01% 0 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,219 shares; 2025Q3: 6,219 shares; 2025Q4: 6,219 shares 6,219 $337K <0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,469 shares; 2024Q4: 3,079 shares; 2025Q1: 3,235 shares; 2025Q2: 2,974 shares; 2025Q3: 3,082 shares; 2025Q4: 2,186 shares 2,186 $337K <0.01% -896 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 4,692 shares; 2025Q1: 1,695 shares; 2025Q2: 1,709 shares; 2025Q3: 1,701 shares; 2025Q4: 1,646 shares 1,646 $336K <0.01% -55 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,825 shares; 2024Q4: 9,703 shares; 2025Q1: not reported; 2025Q2: 9,883 shares; 2025Q3: 10,463 shares; 2025Q4: 13,867 shares 13,867 $333K <0.01% +3,404 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 2,175 shares; 2025Q1: 2,168 shares; 2025Q2: 2,188 shares; 2025Q3: 2,282 shares; 2025Q4: 3,349 shares 3,349 $331K <0.01% +1,067 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,706 shares; 2024Q4: 1,709 shares; 2025Q1: 804 shares; 2025Q2: 766 shares; 2025Q3: 854 shares; 2025Q4: 687 shares 687 $330K <0.01% -167 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,816 shares; 2024Q4: 4,001 shares; 2025Q1: 4,041 shares; 2025Q2: 5,920 shares; 2025Q3: 5,880 shares; 2025Q4: 6,095 shares 6,095 $329K <0.01% +215 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,904 shares; 2024Q4: 8,389 shares; 2025Q1: 8,751 shares; 2025Q2: 8,159 shares; 2025Q3: 9,395 shares; 2025Q4: 5,989 shares 5,989 $328K <0.01% -3,406 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,482 shares; 2024Q4: 6,182 shares; 2025Q1: 4,907 shares; 2025Q2: 4,907 shares; 2025Q3: 4,900 shares; 2025Q4: 5,053 shares 5,053 $325K <0.01% +153 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,558 shares; 2024Q4: 1,606 shares; 2025Q1: 1,613 shares; 2025Q2: 1,632 shares; 2025Q3: 1,634 shares; 2025Q4: 1,605 shares 1,605 $323K <0.01% -29 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 853 shares; 2025Q4: 1,194 shares 1,194 $321K <0.01% +341 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,173 shares 9,173 $319K <0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,306 shares; 2025Q2: not reported; 2025Q3: 1,880 shares; 2025Q4: 2,310 shares 2,310 $318K <0.01% +430 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,737 shares; 2025Q4: 9,153 shares 9,153 $315K <0.01% +1,416 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 3,473 shares; 2025Q1: 2,878 shares; 2025Q2: 2,435 shares; 2025Q3: 3,074 shares; 2025Q4: 3,318 shares 3,318 $312K <0.01% +244 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,699 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,414 shares 12,414 $310K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,234 shares; 2024Q4: 10,128 shares; 2025Q1: 9,179 shares; 2025Q2: 10,180 shares; 2025Q3: 9,116 shares; 2025Q4: 5,365 shares 5,365 $309K <0.01% -3,751 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 994 shares; 2025Q1: 777 shares; 2025Q2: 779 shares; 2025Q3: 855 shares; 2025Q4: 911 shares 911 $308K <0.01% +56 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,530 shares; 2025Q2: 6,959 shares; 2025Q3: 6,959 shares; 2025Q4: 6,959 shares 6,959 $307K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,325 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,876 shares; 2025Q3: 11,389 shares; 2025Q4: 6,767 shares 6,767 $306K <0.01% -4,622 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,810 shares; 2024Q4: 254,857 shares; 2025Q1: 254,452 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,221 shares 5,221 $306K <0.01% new Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,305 shares; 2024Q4: 11,615 shares; 2025Q1: 10,662 shares; 2025Q2: 8,196 shares; 2025Q3: 7,841 shares; 2025Q4: 6,859 shares 6,859 $304K <0.01% -982 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,043 shares; 2024Q4: 5,643 shares; 2025Q1: 4,753 shares; 2025Q2: 4,181 shares; 2025Q3: 4,533 shares; 2025Q4: 4,367 shares 4,367 $303K <0.01% -166 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,012 shares; 2025Q1: 2,153 shares; 2025Q2: 2,015 shares; 2025Q3: 2,025 shares; 2025Q4: 1,466 shares 1,466 $301K <0.01% -559 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 1,942 shares; 2025Q1: 2,087 shares; 2025Q2: 2,342 shares; 2025Q3: 2,087 shares; 2025Q4: 2,156 shares 2,156 $300K <0.01% +69 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 861 shares; 2025Q2: 1,093 shares; 2025Q3: 1,100 shares; 2025Q4: 1,231 shares 1,231 $299K <0.01% +131 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,287 shares 2,287 $295K <0.01% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,408 shares; 2024Q4: 2,431 shares; 2025Q1: 2,058 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,464 shares 2,464 $294K <0.01% new Timeline MSLC MORGAN STANLEY PATHWAY FDS More: the full row for MORGAN STANLEY PATHWAY FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,388 shares 5,388 $293K <0.01% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 3,339 shares; 2025Q1: 1,550 shares; 2025Q2: 1,585 shares; 2025Q3: 1,609 shares; 2025Q4: 1,300 shares 1,300 $292K <0.01% -309 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,395 shares; 2024Q4: 5,480 shares; 2025Q1: 5,389 shares; 2025Q2: 5,258 shares; 2025Q3: 5,274 shares; 2025Q4: 5,258 shares 5,258 $287K <0.01% -16 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,942 shares; 2024Q4: 2,974 shares; 2025Q1: 3,297 shares; 2025Q2: 3,007 shares; 2025Q3: 3,041 shares; 2025Q4: 2,437 shares 2,437 $287K <0.01% -604 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,758 shares; 2024Q4: 9,676 shares; 2025Q1: 9,856 shares; 2025Q2: 9,677 shares; 2025Q3: 9,815 shares; 2025Q4: 12,670 shares 12,670 $282K <0.01% +2,855 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,124 shares 5,124 $281K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,964 shares; 2024Q4: 4,174 shares; 2025Q1: 3,955 shares; 2025Q2: 2,997 shares; 2025Q3: 3,009 shares; 2025Q4: 599 shares 599 $281K <0.01% -2,410 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,991 shares; 2025Q4: 3,095 shares 3,095 $279K <0.01% +104 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,078 shares; 2025Q4: 3,071 shares 3,071 $278K <0.01% -7 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 2,638 shares; 2025Q1: 2,665 shares; 2025Q2: 2,430 shares; 2025Q3: 2,363 shares; 2025Q4: 1,515 shares 1,515 $275K <0.01% -848 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,985 shares; 2025Q4: 3,825 shares 3,825 $273K <0.01% -160 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,065 shares; 2024Q4: 4,065 shares; 2025Q1: 4,065 shares; 2025Q2: 4,065 shares; 2025Q3: 4,065 shares; 2025Q4: 4,120 shares 4,120 $271K <0.01% +55 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,575 shares; 2025Q4: 3,575 shares 3,575 $270K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,927 shares; 2025Q3: 1,915 shares; 2025Q4: 1,716 shares 1,716 $269K <0.01% -199 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,217 shares 8,217 $269K <0.01% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,947 shares; 2024Q4: 4,278 shares; 2025Q1: 4,278 shares; 2025Q2: 3,726 shares; 2025Q3: not reported; 2025Q4: 6,939 shares 6,939 $268K <0.01% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,942 shares; 2025Q1: 1,979 shares; 2025Q2: 2,178 shares; 2025Q3: 2,094 shares; 2025Q4: 1,752 shares 1,752 $266K <0.01% -342 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 465 shares; 2025Q1: 457 shares; 2025Q2: 452 shares; 2025Q3: 465 shares; 2025Q4: 536 shares 536 $263K <0.01% +71 Timeline VEXC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,298 shares 3,298 $263K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,688 shares; 2024Q4: 2,846 shares; 2025Q1: 2,791 shares; 2025Q2: 2,909 shares; 2025Q3: 3,271 shares; 2025Q4: 906 shares 906 $259K <0.01% -2,365 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: 1,579 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,896 shares 1,896 $258K <0.01% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,825 shares 1,825 $258K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,871 shares; 2024Q4: 2,652 shares; 2025Q1: 1,943 shares; 2025Q2: 1,544 shares; 2025Q3: 1,615 shares; 2025Q4: 1,811 shares 1,811 $255K <0.01% +196 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 662 shares; 2025Q1: 635 shares; 2025Q2: 549 shares; 2025Q3: 587 shares; 2025Q4: 558 shares 558 $253K <0.01% -29 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,878 shares; 2025Q4: 1,491 shares 1,491 $252K <0.01% -387 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 2,439 shares; 2025Q1: 1,840 shares; 2025Q2: 1,966 shares; 2025Q3: 1,966 shares; 2025Q4: 1,912 shares 1,912 $252K <0.01% -54 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,120 shares; 2024Q4: 20,032 shares; 2025Q1: 13,980 shares; 2025Q2: 14,080 shares; 2025Q3: 14,080 shares; 2025Q4: 14,080 shares 14,080 $251K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,193 shares; 2025Q4: 1,222 shares 1,222 $251K <0.01% +29 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,835 shares; 2024Q4: 8,482 shares; 2025Q1: 8,919 shares; 2025Q2: 10,155 shares; 2025Q3: 8,531 shares; 2025Q4: 6,443 shares 6,443 $247K <0.01% -2,088 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 526 shares; 2025Q1: 385 shares; 2025Q2: not reported; 2025Q3: 472 shares; 2025Q4: 409 shares 409 $246K <0.01% -63 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 2,812 shares; 2025Q1: 3,052 shares; 2025Q2: 2,585 shares; 2025Q3: 2,601 shares; 2025Q4: 1,627 shares 1,627 $246K <0.01% -974 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,751 shares; 2024Q4: 4,527 shares; 2025Q1: 4,413 shares; 2025Q2: 4,566 shares; 2025Q3: 4,424 shares; 2025Q4: 2,803 shares 2,803 $244K <0.01% -1,621 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 1,849 shares; 2025Q1: 1,652 shares; 2025Q2: 1,500 shares; 2025Q3: 1,554 shares; 2025Q4: 1,227 shares 1,227 $240K <0.01% -327 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,120 shares; 2025Q3: 20,370 shares; 2025Q4: 12,395 shares 12,395 $238K <0.01% -7,975 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,989 shares; 2025Q4: 2,088 shares 2,088 $236K <0.01% +99 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,113 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,277 shares 2,277 $233K <0.01% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,872 shares; 2024Q4: 18,796 shares; 2025Q1: 18,583 shares; 2025Q2: 18,627 shares; 2025Q3: 605 shares; 2025Q4: 406 shares 406 $233K <0.01% -199 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,732 shares; 2025Q4: 4,732 shares 4,732 $232K <0.01% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,530 shares 5,530 $229K <0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,416 shares; 2024Q4: 3,504 shares; 2025Q1: 3,429 shares; 2025Q2: 3,432 shares; 2025Q3: 307 shares; 2025Q4: 1,487 shares 1,487 $228K <0.01% +1,180 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,470 shares; 2024Q4: 8,311 shares; 2025Q1: 6,248 shares; 2025Q2: 6,857 shares; 2025Q3: 6,268 shares; 2025Q4: 4,993 shares 4,993 $227K <0.01% -1,275 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,540 shares; 2024Q4: 6,540 shares; 2025Q1: not reported; 2025Q2: 6,837 shares; 2025Q3: 6,521 shares; 2025Q4: 6,521 shares 6,521 $227K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 849 shares; 2024Q4: 842 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 690 shares; 2025Q4: 629 shares 629 $227K <0.01% -61 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,770 shares; 2024Q4: 1,770 shares; 2025Q1: 1,770 shares; 2025Q2: not reported; 2025Q3: 2,670 shares; 2025Q4: 2,170 shares 2,170 $226K <0.01% -500 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,302 shares; 2024Q4: 12,162 shares; 2025Q1: 9,258 shares; 2025Q2: 8,706 shares; 2025Q3: 8,100 shares; 2025Q4: 7,428 shares 7,428 $223K <0.01% -672 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,548 shares 6,548 $223K <0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,286 shares; 2025Q1: 1,568 shares; 2025Q2: not reported; 2025Q3: 1,047 shares; 2025Q4: 1,066 shares 1,066 $222K <0.01% +19 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 2,962 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,899 shares; 2025Q4: 4,173 shares 4,173 $221K <0.01% -726 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,474 shares; 2024Q4: 1,463 shares; 2025Q1: 1,465 shares; 2025Q2: not reported; 2025Q3: 1,501 shares; 2025Q4: 1,313 shares 1,313 $220K <0.01% -188 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,413 shares 4,413 $220K <0.01% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,081 shares 2,081 $220K <0.01% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,114 shares; 2024Q4: 5,420 shares; 2025Q1: 4,114 shares; 2025Q2: 4,344 shares; 2025Q3: 4,344 shares; 2025Q4: 4,344 shares 4,344 $220K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 121 shares; 2025Q2: 114 shares; 2025Q3: 122 shares; 2025Q4: 102 shares 102 $219K <0.01% -20 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,079 shares 2,079 $219K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,751 shares; 2025Q1: 4,388 shares; 2025Q2: 2,186 shares; 2025Q3: 2,559 shares; 2025Q4: 2,869 shares 2,869 $219K <0.01% +310 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,748 shares 2,748 $218K <0.01% new Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,808 shares; 2024Q4: 189,397 shares; 2025Q1: 193,989 shares; 2025Q2: 213,014 shares; 2025Q3: 3,369 shares; 2025Q4: 934 shares 934 $214K <0.01% -2,435 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 744 shares 744 $214K <0.01% new Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,117 shares; 2024Q4: 12,117 shares; 2025Q1: 12,117 shares; 2025Q2: 12,117 shares; 2025Q3: 12,117 shares; 2025Q4: 12,117 shares 12,117 $213K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,288 shares; 2025Q1: 6,864 shares; 2025Q2: 6,764 shares; 2025Q3: 6,676 shares; 2025Q4: 2,669 shares 2,669 $212K <0.01% -4,007 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,900 shares; 2024Q4: 18,337 shares; 2025Q1: 21,861 shares; 2025Q2: 16,284 shares; 2025Q3: 16,216 shares; 2025Q4: 21,844 shares 21,844 $211K <0.01% +5,628 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,115 shares; 2025Q3: 18,682 shares; 2025Q4: 10,722 shares 10,722 $209K <0.01% -7,960 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,439 shares 3,439 $209K <0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,887 shares; 2024Q4: 7,409 shares; 2025Q1: 6,586 shares; 2025Q2: 6,774 shares; 2025Q3: 6,907 shares; 2025Q4: 3,109 shares 3,109 $209K <0.01% -3,798 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,613 shares 1,613 $208K <0.01% new Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 373 shares; 2025Q4: 373 shares 373 $206K <0.01% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,449 shares 1,449 $205K <0.01% new Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,206 shares; 2024Q4: 22,206 shares; 2025Q1: 22,397 shares; 2025Q2: 22,206 shares; 2025Q3: 22,206 shares; 2025Q4: 22,206 shares 22,206 $205K <0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,913 shares; 2025Q4: 2,415 shares 2,415 $204K <0.01% -498 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,600 shares 3,600 $204K <0.01% new Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,860 shares 8,860 $204K <0.01% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,519 shares; 2025Q3: 2,554 shares; 2025Q4: 2,491 shares 2,491 $202K <0.01% -63 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,523 shares 4,523 $201K <0.01% new Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,891 shares; 2025Q3: 7,891 shares; 2025Q4: 7,891 shares 7,891 $201K <0.01% 0 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares 11,000 $196K <0.01% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,461 shares 17,461 $190K <0.01% new Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,466 shares; 2024Q4: 12,466 shares; 2025Q1: 12,466 shares; 2025Q2: 12,466 shares; 2025Q3: 12,466 shares; 2025Q4: 12,866 shares 12,866 $185K <0.01% +400 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 19,000 shares 19,000 $181K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,995 shares; 2024Q4: 21,880 shares; 2025Q1: 25,285 shares; 2025Q2: 16,149 shares; 2025Q3: 19,776 shares; 2025Q4: 10,889 shares 10,889 $143K <0.01% -8,887 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,008 shares 10,008 $107K <0.01% new Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,695 shares; 2025Q4: 14,695 shares 14,695 $100K <0.01% 0 Timeline NEXT NEXTDECADE CORP More: the full row for NEXTDECADE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,569 shares; 2025Q4: 18,569 shares 18,569 $97.9K <0.01% 0 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,392 shares; 2024Q4: 65,593 shares; 2025Q1: 54,190 shares; 2025Q2: 12,981 shares; 2025Q3: 12,981 shares; 2025Q4: 11,032 shares 11,032 $78.8K <0.01% -1,949 Timeline