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: 111,818 shares; 2024Q4: 112,648 shares; 2025Q1: 113,590 shares; 2025Q2: 111,333 shares; 2025Q3: 111,016 shares; 2025Q4: 110,480 shares 110,480 $30M 6.51% -536 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: 179,444 shares; 2024Q4: 178,976 shares; 2025Q1: 179,268 shares; 2025Q2: 178,676 shares; 2025Q3: 176,159 shares; 2025Q4: 176,658 shares 176,658 $21.3M 4.61% +499 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: 134,529 shares; 2024Q4: 134,296 shares; 2025Q1: 133,353 shares; 2025Q2: 132,898 shares; 2025Q3: 132,316 shares; 2025Q4: 133,665 shares 133,665 $20.4M 4.41% +1,349 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: 71,434 shares; 2024Q4: 69,384 shares; 2025Q1: 69,409 shares; 2025Q2: 69,327 shares; 2025Q3: 68,263 shares; 2025Q4: 68,457 shares 68,457 $14.2M 3.07% +194 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: 28,517 shares; 2024Q4: 28,584 shares; 2025Q1: 29,900 shares; 2025Q2: 28,666 shares; 2025Q3: 28,581 shares; 2025Q4: 28,275 shares 28,275 $13.7M 2.96% -306 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares 16 $12.1M 2.62% 0 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: 11,328 shares; 2024Q4: 11,054 shares; 2025Q1: 12,061 shares; 2025Q2: 11,559 shares; 2025Q3: 11,228 shares; 2025Q4: 10,821 shares 10,821 $11.6M 2.52% -407 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: 43,303 shares; 2024Q4: 43,853 shares; 2025Q1: 43,608 shares; 2025Q2: 43,597 shares; 2025Q3: 43,499 shares; 2025Q4: 42,685 shares 42,685 $11M 2.38% -814 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: 32,990 shares; 2024Q4: 32,869 shares; 2025Q1: 31,351 shares; 2025Q2: 31,999 shares; 2025Q3: 31,730 shares; 2025Q4: 34,793 shares 34,793 $10.9M 2.37% +3,063 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: 28,884 shares; 2024Q4: 28,576 shares; 2025Q1: 29,217 shares; 2025Q2: 28,823 shares; 2025Q3: 28,071 shares; 2025Q4: 28,360 shares 28,360 $9.14M 1.98% +289 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: 47,633 shares; 2024Q4: 46,640 shares; 2025Q1: 46,685 shares; 2025Q2: 46,262 shares; 2025Q3: 46,174 shares; 2025Q4: 47,433 shares 47,433 $8.85M 1.92% +1,259 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: 26,013 shares; 2024Q4: 25,959 shares; 2025Q1: 25,610 shares; 2025Q2: 24,818 shares; 2025Q3: 24,847 shares; 2025Q4: 27,422 shares 27,422 $8.58M 1.86% +2,575 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: 25,715 shares; 2024Q4: 25,537 shares; 2025Q1: 25,674 shares; 2025Q2: 25,176 shares; 2025Q3: 24,738 shares; 2025Q4: 24,564 shares 24,564 $8.5M 1.84% -174 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: 32,666 shares; 2024Q4: 33,329 shares; 2025Q1: 33,937 shares; 2025Q2: 34,288 shares; 2025Q3: 34,134 shares; 2025Q4: 35,260 shares 35,260 $8.14M 1.76% +1,126 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: 10,166 shares; 2024Q4: 9,935 shares; 2025Q1: 9,363 shares; 2025Q2: 7,250 shares; 2025Q3: 8,588 shares; 2025Q4: 9,056 shares 9,056 $6.2M 1.34% +468 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: 9,083 shares; 2024Q4: 9,466 shares; 2025Q1: 9,783 shares; 2025Q2: 9,731 shares; 2025Q3: 9,778 shares; 2025Q4: 8,875 shares 8,875 $5.57M 1.21% -903 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: 10,383 shares; 2024Q4: 10,723 shares; 2025Q1: 10,920 shares; 2025Q2: 11,026 shares; 2025Q3: 11,291 shares; 2025Q4: 10,731 shares 10,731 $5.39M 1.17% -560 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: 45,463 shares; 2024Q4: 45,773 shares; 2025Q1: 48,649 shares; 2025Q2: 47,536 shares; 2025Q3: 47,527 shares; 2025Q4: 47,314 shares 47,314 $5.27M 1.14% -213 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: 15,429 shares; 2024Q4: 15,603 shares; 2025Q1: 15,035 shares; 2025Q2: 14,554 shares; 2025Q3: 14,533 shares; 2025Q4: 14,837 shares 14,837 $5.2M 1.13% +304 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: 5,287 shares; 2024Q4: 5,757 shares; 2025Q1: 5,769 shares; 2025Q2: 6,738 shares; 2025Q3: 6,911 shares; 2025Q4: 7,467 shares 7,467 $5.09M 1.1% +556 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: 33,987 shares; 2024Q4: 32,870 shares; 2025Q1: 34,619 shares; 2025Q2: 33,688 shares; 2025Q3: 33,674 shares; 2025Q4: 32,967 shares 32,967 $4.72M 1.02% -707 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: 25,338 shares; 2024Q4: 26,154 shares; 2025Q1: 26,431 shares; 2025Q2: 25,999 shares; 2025Q3: 25,901 shares; 2025Q4: 24,538 shares 24,538 $4.5M 0.98% -1,363 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: 16,687 shares; 2024Q4: 16,714 shares; 2025Q1: 16,847 shares; 2025Q2: 15,580 shares; 2025Q3: 12,726 shares; 2025Q4: 12,147 shares 12,147 $4.18M 0.91% -579 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: 6,741 shares; 2024Q4: 7,011 shares; 2025Q1: 6,975 shares; 2025Q2: 6,771 shares; 2025Q3: 6,790 shares; 2025Q4: 6,726 shares 6,726 $4.13M 0.9% -64 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: 52,351 shares; 2024Q4: 52,075 shares; 2025Q1: 52,075 shares; 2025Q2: 56,748 shares; 2025Q3: 58,835 shares; 2025Q4: 59,469 shares 59,469 $3.72M 0.81% +634 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,184 shares; 2024Q4: 5,076 shares; 2025Q1: 5,199 shares; 2025Q2: 5,243 shares; 2025Q3: 4,993 shares; 2025Q4: 5,420 shares 5,420 $3.58M 0.78% +427 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: 33,636 shares; 2024Q4: 33,367 shares; 2025Q1: 32,818 shares; 2025Q2: 31,378 shares; 2025Q3: 31,195 shares; 2025Q4: 30,728 shares 30,728 $3.23M 0.7% -467 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: 13,589 shares; 2024Q4: 13,588 shares; 2025Q1: 13,524 shares; 2025Q2: 13,977 shares; 2025Q3: 13,747 shares; 2025Q4: 13,686 shares 13,686 $3.13M 0.68% -61 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: 32,565 shares; 2024Q4: 32,588 shares; 2025Q1: 31,750 shares; 2025Q2: 31,296 shares; 2025Q3: 31,300 shares; 2025Q4: 31,179 shares 31,179 $3.05M 0.66% -121 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: 6,244 shares; 2024Q4: 6,129 shares; 2025Q1: 6,029 shares; 2025Q2: 5,784 shares; 2025Q3: 5,684 shares; 2025Q4: 5,234 shares 5,234 $3M 0.65% -450 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: 13,998 shares; 2024Q4: 15,410 shares; 2025Q1: 16,830 shares; 2025Q2: 18,155 shares; 2025Q3: 19,146 shares; 2025Q4: 19,361 shares 19,361 $2.88M 0.62% +215 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: 15,634 shares; 2024Q4: 15,630 shares; 2025Q1: 15,634 shares; 2025Q2: 12,333 shares; 2025Q3: 12,335 shares; 2025Q4: 12,388 shares 12,388 $2.77M 0.6% +53 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: 36,060 shares; 2024Q4: 35,512 shares; 2025Q1: 34,758 shares; 2025Q2: 34,726 shares; 2025Q3: 34,420 shares; 2025Q4: 33,934 shares 33,934 $2.61M 0.57% -486 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: 8,210 shares; 2024Q4: 8,207 shares; 2025Q1: 8,187 shares; 2025Q2: 8,187 shares; 2025Q3: 8,177 shares; 2025Q4: 8,886 shares 8,886 $2.58M 0.56% +709 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: 4,221 shares; 2024Q4: 4,368 shares; 2025Q1: 4,454 shares; 2025Q2: 4,466 shares; 2025Q3: 4,458 shares; 2025Q4: 4,416 shares 4,416 $2.52M 0.55% -42 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: 25,668 shares; 2024Q4: 27,258 shares; 2025Q1: 26,797 shares; 2025Q2: 29,041 shares; 2025Q3: 38,315 shares; 2025Q4: 41,386 shares 41,386 $2.48M 0.54% +3,071 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: 5,471 shares; 2024Q4: 5,330 shares; 2025Q1: 5,315 shares; 2025Q2: 5,315 shares; 2025Q3: 5,314 shares; 2025Q4: 5,317 shares 5,317 $2.48M 0.54% +3 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: 4,375 shares; 2024Q4: 6,653 shares; 2025Q1: 6,653 shares; 2025Q2: 6,653 shares; 2025Q3: 6,953 shares; 2025Q4: 6,953 shares 6,953 $2.33M 0.51% 0 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: 9,662 shares; 2024Q4: 9,862 shares; 2025Q1: 9,846 shares; 2025Q2: 9,734 shares; 2025Q3: 9,434 shares; 2025Q4: 9,275 shares 9,275 $2.28M 0.49% -159 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: 3,287 shares; 2024Q4: 3,308 shares; 2025Q1: 4,288 shares; 2025Q2: 4,288 shares; 2025Q3: 4,289 shares; 2025Q4: 4,275 shares 4,275 $2.18M 0.47% -14 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: 21,984 shares; 2024Q4: 21,864 shares; 2025Q1: 21,718 shares; 2025Q2: 21,741 shares; 2025Q3: 21,702 shares; 2025Q4: 21,681 shares 21,681 $2.17M 0.47% -21 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: 15,775 shares; 2024Q4: 16,212 shares; 2025Q1: 15,681 shares; 2025Q2: 15,650 shares; 2025Q3: 15,365 shares; 2025Q4: 15,043 shares 15,043 $2.16M 0.47% -322 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: 21,596 shares; 2024Q4: 20,156 shares; 2025Q1: 18,078 shares; 2025Q2: 16,495 shares; 2025Q3: 15,043 shares; 2025Q4: 14,955 shares 14,955 $2.15M 0.47% -88 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: 5,564 shares; 2024Q4: 5,574 shares; 2025Q1: 5,599 shares; 2025Q2: 5,496 shares; 2025Q3: 5,503 shares; 2025Q4: 5,435 shares 5,435 $2.12M 0.46% -68 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: 4,119 shares; 2024Q4: 4,119 shares; 2025Q1: 4,116 shares; 2025Q2: 4,105 shares; 2025Q3: 4,086 shares; 2025Q4: 4,090 shares 4,090 $2.09M 0.45% +4 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: 8,031 shares; 2024Q4: 7,960 shares; 2025Q1: 8,005 shares; 2025Q2: 8,036 shares; 2025Q3: 7,109 shares; 2025Q4: 7,044 shares 7,044 $2.09M 0.45% -65 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: 18,011 shares; 2024Q4: 17,911 shares; 2025Q1: 17,111 shares; 2025Q2: 16,852 shares; 2025Q3: 16,729 shares; 2025Q4: 16,648 shares 16,648 $2.05M 0.44% -81 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: 7,349 shares; 2024Q4: 7,599 shares; 2025Q1: 7,598 shares; 2025Q2: 7,728 shares; 2025Q3: 7,578 shares; 2025Q4: 7,942 shares 7,942 $2.05M 0.44% +364 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,546 shares; 2024Q4: 28,446 shares; 2025Q1: 31,696 shares; 2025Q2: 37,036 shares; 2025Q3: 36,908 shares; 2025Q4: 40,448 shares 40,448 $2.05M 0.44% +3,540 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: 4,483 shares; 2024Q4: 4,433 shares; 2025Q1: 4,566 shares; 2025Q2: 4,592 shares; 2025Q3: 4,570 shares; 2025Q4: 4,548 shares 4,548 $2.02M 0.44% -22 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: 5,815 shares; 2024Q4: 5,841 shares; 2025Q1: 6,241 shares; 2025Q2: 6,236 shares; 2025Q3: 6,232 shares; 2025Q4: 5,679 shares 5,679 $2M 0.43% -553 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: 1,916 shares; 2025Q1: 1,877 shares; 2025Q2: 1,864 shares; 2025Q3: 1,872 shares; 2025Q4: 1,852 shares 1,852 $1.98M 0.43% -20 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: 1,991 shares; 2024Q4: 1,997 shares; 2025Q1: 2,185 shares; 2025Q2: 2,218 shares; 2025Q3: 2,142 shares; 2025Q4: 2,220 shares 2,220 $1.95M 0.42% +78 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: 3,755 shares; 2024Q4: 3,662 shares; 2025Q1: 3,662 shares; 2025Q2: 3,790 shares; 2025Q3: 3,916 shares; 2025Q4: 3,975 shares 3,975 $1.88M 0.41% +59 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: 6,410 shares; 2024Q4: 6,497 shares; 2025Q1: 6,369 shares; 2025Q2: 6,368 shares; 2025Q3: 6,355 shares; 2025Q4: 6,220 shares 6,220 $1.8M 0.39% -135 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: 7,157 shares; 2024Q4: 7,215 shares; 2025Q1: 7,361 shares; 2025Q2: 7,331 shares; 2025Q3: 7,740 shares; 2025Q4: 7,735 shares 7,735 $1.79M 0.39% -5 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: 5,523 shares; 2024Q4: 5,450 shares; 2025Q1: 5,434 shares; 2025Q2: 5,434 shares; 2025Q3: 5,414 shares; 2025Q4: 5,278 shares 5,278 $1.78M 0.39% -136 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: 3,387 shares; 2024Q4: 3,928 shares; 2025Q1: 5,178 shares; 2025Q2: 5,185 shares; 2025Q3: 5,071 shares; 2025Q4: 5,314 shares 5,314 $1.69M 0.37% +243 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: 4,466 shares; 2024Q4: 8,828 shares; 2025Q1: 9,120 shares; 2025Q2: 9,109 shares; 2025Q3: 9,110 shares; 2025Q4: 9,130 shares 9,130 $1.68M 0.36% +20 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: 5,931 shares; 2024Q4: 5,904 shares; 2025Q1: 5,752 shares; 2025Q2: 5,750 shares; 2025Q3: 5,747 shares; 2025Q4: 5,705 shares 5,705 $1.67M 0.36% -42 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: 18,580 shares; 2024Q4: 20,520 shares; 2025Q1: 22,605 shares; 2025Q2: 22,727 shares; 2025Q3: 22,457 shares; 2025Q4: 22,552 shares 22,552 $1.58M 0.34% +95 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: 3,921 shares; 2024Q4: 4,026 shares; 2025Q1: 4,100 shares; 2025Q2: 5,350 shares; 2025Q3: 5,081 shares; 2025Q4: 4,488 shares 4,488 $1.57M 0.34% -593 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: 1,765 shares; 2024Q4: 1,844 shares; 2025Q1: 1,804 shares; 2025Q2: 1,794 shares; 2025Q3: 1,688 shares; 2025Q4: 16,670 shares 16,670 $1.56M 0.34% +14,982 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: 1,861 shares; 2024Q4: 1,837 shares; 2025Q1: 1,816 shares; 2025Q2: 1,809 shares; 2025Q3: 1,812 shares; 2025Q4: 1,799 shares 1,799 $1.55M 0.34% -13 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: 7,097 shares; 2024Q4: 6,797 shares; 2025Q1: 6,773 shares; 2025Q2: 6,814 shares; 2025Q3: 6,814 shares; 2025Q4: 7,049 shares 7,049 $1.55M 0.34% +235 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: 3,336 shares; 2024Q4: 3,317 shares; 2025Q1: 3,283 shares; 2025Q2: 3,116 shares; 2025Q3: 3,103 shares; 2025Q4: 3,103 shares 3,103 $1.5M 0.33% 0 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: 18,674 shares; 2024Q4: 17,830 shares; 2025Q1: 17,650 shares; 2025Q2: 17,632 shares; 2025Q3: 15,862 shares; 2025Q4: 16,048 shares 16,048 $1.5M 0.32% +186 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: 7,281 shares; 2024Q4: 7,330 shares; 2025Q1: 7,181 shares; 2025Q2: 6,552 shares; 2025Q3: 4,589 shares; 2025Q4: 4,801 shares 4,801 $1.47M 0.32% +212 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: 3,128 shares; 2024Q4: 3,300 shares; 2025Q1: 3,323 shares; 2025Q2: 3,200 shares; 2025Q3: 3,213 shares; 2025Q4: 3,180 shares 3,180 $1.43M 0.31% -33 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: 927 shares; 2024Q4: 1,065 shares; 2025Q1: 1,065 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 9,798 shares 9,798 $1.41M 0.31% +8,858 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: 7,977 shares; 2024Q4: 8,060 shares; 2025Q1: 7,806 shares; 2025Q2: 7,773 shares; 2025Q3: 7,363 shares; 2025Q4: 7,173 shares 7,173 $1.4M 0.3% -190 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: 17,238 shares; 2024Q4: 20,188 shares; 2025Q1: 20,188 shares; 2025Q2: 20,188 shares; 2025Q3: 20,490 shares; 2025Q4: 20,490 shares 20,490 $1.35M 0.29% 0 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: 16,618 shares; 2024Q4: 14,440 shares; 2025Q1: 17,443 shares; 2025Q2: 17,443 shares; 2025Q3: 17,352 shares; 2025Q4: 16,721 shares 16,721 $1.32M 0.29% -631 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: 17,631 shares; 2024Q4: 17,236 shares; 2025Q1: 17,846 shares; 2025Q2: 18,821 shares; 2025Q3: 18,821 shares; 2025Q4: 18,821 shares 18,821 $1.31M 0.28% 0 Timeline CAFX 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: 48,153 shares; 2025Q2: 49,949 shares; 2025Q3: 50,865 shares; 2025Q4: 50,865 shares 50,865 $1.27M 0.28% 0 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: 13,814 shares; 2024Q4: 15,389 shares; 2025Q1: 15,581 shares; 2025Q2: 11,299 shares; 2025Q3: 10,512 shares; 2025Q4: 10,482 shares 10,482 $1.26M 0.27% -30 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: 18,331 shares; 2024Q4: 17,149 shares; 2025Q1: 17,263 shares; 2025Q2: 16,537 shares; 2025Q3: 16,677 shares; 2025Q4: 15,693 shares 15,693 $1.25M 0.27% -984 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: 4,733 shares; 2024Q4: 4,807 shares; 2025Q1: 4,765 shares; 2025Q2: 4,721 shares; 2025Q3: 4,506 shares; 2025Q4: 4,565 shares 4,565 $1.22M 0.27% +59 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: 884 shares; 2024Q4: 1,078 shares; 2025Q1: 1,147 shares; 2025Q2: 1,116 shares; 2025Q3: 1,113 shares; 2025Q4: 1,127 shares 1,127 $1.21M 0.26% +14 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: 6,061 shares; 2024Q4: 6,069 shares; 2025Q1: 5,898 shares; 2025Q2: 5,883 shares; 2025Q3: 5,859 shares; 2025Q4: 6,144 shares 6,144 $1.2M 0.26% +285 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: 11,477 shares; 2024Q4: 11,496 shares; 2025Q1: 11,396 shares; 2025Q2: 11,433 shares; 2025Q3: 11,414 shares; 2025Q4: 11,661 shares 11,661 $1.18M 0.25% +247 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,623 shares; 2025Q4: 11,638 shares 11,638 $1.17M 0.25% +15 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: 6,409 shares; 2024Q4: 6,309 shares; 2025Q1: 7,528 shares; 2025Q2: 7,378 shares; 2025Q3: 7,378 shares; 2025Q4: 7,277 shares 7,277 $1.17M 0.25% -101 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: 16,521 shares; 2024Q4: 16,164 shares; 2025Q1: 9,113 shares; 2025Q2: 9,578 shares; 2025Q3: 16,992 shares; 2025Q4: 17,108 shares 17,108 $1.15M 0.25% +116 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: 4,551 shares; 2024Q4: 4,575 shares; 2025Q1: 4,879 shares; 2025Q2: 4,749 shares; 2025Q3: 4,533 shares; 2025Q4: 4,325 shares 4,325 $1.15M 0.25% -208 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,319 shares; 2024Q4: 7,008 shares; 2025Q1: 13,745 shares; 2025Q2: 12,781 shares; 2025Q3: 12,461 shares; 2025Q4: 22,461 shares 22,461 $1.14M 0.25% +10,000 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: 4,858 shares; 2024Q4: 4,782 shares; 2025Q1: 4,682 shares; 2025Q2: 4,511 shares; 2025Q3: 4,739 shares; 2025Q4: 4,870 shares 4,870 $1.11M 0.24% +131 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: 10,470 shares; 2024Q4: 9,119 shares; 2025Q1: 9,299 shares; 2025Q2: 8,707 shares; 2025Q3: 8,280 shares; 2025Q4: 8,360 shares 8,360 $1.11M 0.24% +80 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: 3,240 shares; 2024Q4: 3,304 shares; 2025Q1: 4,005 shares; 2025Q2: 4,138 shares; 2025Q3: 3,480 shares; 2025Q4: 3,481 shares 3,481 $1.07M 0.23% +1 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: 10,598 shares; 2024Q4: 10,394 shares; 2025Q1: 12,293 shares; 2025Q2: 12,293 shares; 2025Q3: 12,293 shares; 2025Q4: 12,293 shares 12,293 $1.07M 0.23% 0 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: 13,568 shares; 2024Q4: 13,525 shares; 2025Q1: 15,312 shares; 2025Q2: 13,210 shares; 2025Q3: 13,407 shares; 2025Q4: 13,209 shares 13,209 $1.06M 0.23% -198 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: 4,098 shares; 2024Q4: 4,044 shares; 2025Q1: 4,400 shares; 2025Q2: 4,340 shares; 2025Q3: 4,317 shares; 2025Q4: 4,294 shares 4,294 $1.06M 0.23% -23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 697 shares; 2025Q4: 3,349 shares 3,349 $1.05M 0.23% +2,652 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: 1,703 shares; 2024Q4: 1,748 shares; 2025Q1: 1,765 shares; 2025Q2: 1,677 shares; 2025Q3: 1,733 shares; 2025Q4: 1,763 shares 1,763 $1.02M 0.22% +30 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: 3,839 shares; 2024Q4: 3,645 shares; 2025Q1: 4,386 shares; 2025Q2: 4,591 shares; 2025Q3: 4,816 shares; 2025Q4: 4,766 shares 4,766 $1.02M 0.22% -50 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: 9,197 shares; 2024Q4: 9,239 shares; 2025Q1: 9,239 shares; 2025Q2: 8,851 shares; 2025Q3: 8,760 shares; 2025Q4: 9,230 shares 9,230 $1.02M 0.22% +470 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: 9,870 shares; 2024Q4: 12,004 shares; 2025Q1: 11,858 shares; 2025Q2: 11,341 shares; 2025Q3: 11,451 shares; 2025Q4: 11,333 shares 11,333 $1.01M 0.22% -118 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,057 shares; 2024Q4: 9,740 shares; 2025Q1: 9,381 shares; 2025Q2: 8,720 shares; 2025Q3: 8,863 shares; 2025Q4: 8,836 shares 8,836 $1.01M 0.22% -27 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 993 shares; 2025Q1: 995 shares; 2025Q2: 993 shares; 2025Q3: 993 shares; 2025Q4: 993 shares 993 $1M 0.22% 0 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: 3,672 shares; 2024Q4: 3,512 shares; 2025Q1: 3,521 shares; 2025Q2: 3,491 shares; 2025Q3: 3,339 shares; 2025Q4: 3,254 shares 3,254 $989K 0.21% -85 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: 5,089 shares; 2024Q4: 5,129 shares; 2025Q1: 5,127 shares; 2025Q2: 5,127 shares; 2025Q3: 5,127 shares; 2025Q4: 5,127 shares 5,127 $979K 0.21% 0 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: 2,900 shares; 2024Q4: 2,948 shares; 2025Q1: 2,862 shares; 2025Q2: 2,900 shares; 2025Q3: 2,802 shares; 2025Q4: 2,641 shares 2,641 $977K 0.21% -161 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: 7,344 shares; 2024Q4: 7,782 shares; 2025Q1: 7,623 shares; 2025Q2: 7,623 shares; 2025Q3: 7,614 shares; 2025Q4: 7,882 shares 7,882 $924K 0.2% +268 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: 8,300 shares; 2024Q4: 9,091 shares; 2025Q1: 10,060 shares; 2025Q2: 9,349 shares; 2025Q3: 9,677 shares; 2025Q4: 10,699 shares 10,699 $868K 0.19% +1,022 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: 3,250 shares; 2024Q4: 3,224 shares; 2025Q1: 3,224 shares; 2025Q2: 3,311 shares; 2025Q3: 3,304 shares; 2025Q4: 3,304 shares 3,304 $867K 0.19% 0 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: 8,599 shares; 2024Q4: 9,411 shares; 2025Q1: 9,185 shares; 2025Q2: 9,192 shares; 2025Q3: 9,192 shares; 2025Q4: 9,202 shares 9,202 $861K 0.19% +10 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: 1,571 shares; 2024Q4: 1,571 shares; 2025Q1: 1,969 shares; 2025Q2: 1,969 shares; 2025Q3: 2,115 shares; 2025Q4: 2,115 shares 2,115 $838K 0.18% 0 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: 4,219 shares; 2024Q4: 4,246 shares; 2025Q1: 4,192 shares; 2025Q2: 3,438 shares; 2025Q3: 3,400 shares; 2025Q4: 2,536 shares 2,536 $830K 0.18% -864 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,042 shares; 2024Q4: 5,684 shares; 2025Q1: 6,381 shares; 2025Q2: 9,680 shares; 2025Q3: 10,196 shares; 2025Q4: 10,218 shares 10,218 $815K 0.18% +22 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: 4,660 shares; 2024Q4: 3,363 shares; 2025Q1: 3,804 shares; 2025Q2: 3,632 shares; 2025Q3: 3,642 shares; 2025Q4: 3,741 shares 3,741 $812K 0.18% +99 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: 4,744 shares; 2024Q4: 4,678 shares; 2025Q1: 4,646 shares; 2025Q2: 4,646 shares; 2025Q3: 4,681 shares; 2025Q4: 4,688 shares 4,688 $802K 0.17% +7 Timeline VONV 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: 6,084 shares; 2024Q4: 6,159 shares; 2025Q1: 10,090 shares; 2025Q2: 9,863 shares; 2025Q3: 9,129 shares; 2025Q4: 8,576 shares 8,576 $792K 0.17% -553 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: 2,578 shares; 2024Q4: 2,562 shares; 2025Q1: 2,441 shares; 2025Q2: 2,075 shares; 2025Q3: 2,151 shares; 2025Q4: 2,396 shares 2,396 $791K 0.17% +245 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: 16,699 shares; 2024Q4: 17,432 shares; 2025Q1: 17,504 shares; 2025Q2: 16,674 shares; 2025Q3: 15,145 shares; 2025Q4: 14,581 shares 14,581 $786K 0.17% -564 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: 8,449 shares; 2024Q4: 8,449 shares; 2025Q1: 8,563 shares; 2025Q2: 8,247 shares; 2025Q3: 8,157 shares; 2025Q4: 8,147 shares 8,147 $784K 0.17% -10 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: 5,731 shares; 2024Q4: 6,382 shares; 2025Q1: 6,263 shares; 2025Q2: 6,294 shares; 2025Q3: 6,315 shares; 2025Q4: 6,259 shares 6,259 $784K 0.17% -56 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: 10,811 shares; 2024Q4: 10,590 shares; 2025Q1: 10,029 shares; 2025Q2: 9,962 shares; 2025Q3: 7,962 shares; 2025Q4: 8,116 shares 8,116 $779K 0.17% +154 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: 3,435 shares; 2024Q4: 3,347 shares; 2025Q1: 3,332 shares; 2025Q2: 3,304 shares; 2025Q3: 3,270 shares; 2025Q4: 2,827 shares 2,827 $778K 0.17% -443 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: 1,868 shares; 2024Q4: 1,892 shares; 2025Q1: 2,109 shares; 2025Q2: 2,129 shares; 2025Q3: 2,134 shares; 2025Q4: 2,142 shares 2,142 $757K 0.16% +8 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: 2,290 shares; 2024Q4: 2,264 shares; 2025Q1: 2,226 shares; 2025Q2: 2,537 shares; 2025Q3: 2,479 shares; 2025Q4: 2,395 shares 2,395 $747K 0.16% -84 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,581 shares 13,581 $744K 0.16% new Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,788 shares; 2024Q4: 16,788 shares; 2025Q1: 16,788 shares; 2025Q2: 16,788 shares; 2025Q3: 16,788 shares; 2025Q4: 16,668 shares 16,668 $727K 0.16% -120 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: 3,613 shares; 2024Q4: 3,890 shares; 2025Q1: 4,114 shares; 2025Q2: 3,757 shares; 2025Q3: 3,757 shares; 2025Q4: 3,757 shares 3,757 $720K 0.16% 0 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,373 shares; 2025Q3: 24,173 shares; 2025Q4: 26,944 shares 26,944 $719K 0.16% +2,771 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: 6,955 shares; 2024Q4: 10,707 shares; 2025Q1: 13,111 shares; 2025Q2: 11,178 shares; 2025Q3: 11,348 shares; 2025Q4: 11,127 shares 11,127 $709K 0.15% -221 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: 14,149 shares; 2024Q4: 16,549 shares; 2025Q1: 14,474 shares; 2025Q2: 13,891 shares; 2025Q3: 13,880 shares; 2025Q4: 13,941 shares 13,941 $708K 0.15% +61 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: 3,987 shares; 2024Q4: 3,987 shares; 2025Q1: 3,758 shares; 2025Q2: 3,721 shares; 2025Q3: 3,706 shares; 2025Q4: 3,621 shares 3,621 $707K 0.15% -85 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,532 shares; 2024Q4: 5,553 shares; 2025Q1: 5,549 shares; 2025Q2: 5,390 shares; 2025Q3: 5,373 shares; 2025Q4: 5,468 shares 5,468 $706K 0.15% +95 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: 5,436 shares; 2025Q1: 5,501 shares; 2025Q2: 5,347 shares; 2025Q3: 5,394 shares; 2025Q4: 5,383 shares 5,383 $705K 0.15% -11 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: 5,099 shares; 2024Q4: 5,204 shares; 2025Q1: 5,143 shares; 2025Q2: 5,143 shares; 2025Q3: 5,143 shares; 2025Q4: 5,128 shares 5,128 $702K 0.15% -15 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: 8,526 shares; 2024Q4: 8,467 shares; 2025Q1: 8,302 shares; 2025Q2: 8,310 shares; 2025Q3: 8,280 shares; 2025Q4: 7,995 shares 7,995 $700K 0.15% -285 Timeline FEUS FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,396 shares; 2025Q3: 9,396 shares; 2025Q4: 9,396 shares 9,396 $700K 0.15% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: 2,500 shares; 2025Q1: 2,476 shares; 2025Q2: 2,459 shares; 2025Q3: 2,459 shares; 2025Q4: 2,406 shares 2,406 $698K 0.15% -53 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: 714 shares; 2025Q1: 1,013 shares; 2025Q2: 1,013 shares; 2025Q3: 994 shares; 2025Q4: 1,061 shares 1,061 $693K 0.15% +67 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: 10,097 shares; 2024Q4: 10,359 shares; 2025Q1: 9,153 shares; 2025Q2: 12,526 shares; 2025Q3: 11,855 shares; 2025Q4: 12,593 shares 12,593 $693K 0.15% +738 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: 4,393 shares; 2024Q4: 4,189 shares; 2025Q1: 4,052 shares; 2025Q2: 3,191 shares; 2025Q3: 3,191 shares; 2025Q4: 3,191 shares 3,191 $677K 0.15% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,206 shares; 2024Q4: 3,970 shares; 2025Q1: 3,963 shares; 2025Q2: 3,962 shares; 2025Q3: 3,462 shares; 2025Q4: 3,464 shares 3,464 $673K 0.15% +2 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: 2,680 shares; 2024Q4: 4,015 shares; 2025Q1: 3,345 shares; 2025Q2: 3,345 shares; 2025Q3: 3,345 shares; 2025Q4: 3,345 shares 3,345 $668K 0.14% 0 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: 3,863 shares; 2024Q4: 3,935 shares; 2025Q1: 4,526 shares; 2025Q2: 4,611 shares; 2025Q3: 4,611 shares; 2025Q4: 4,812 shares 4,812 $663K 0.14% +201 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,188 shares; 2024Q4: 12,813 shares; 2025Q1: 12,211 shares; 2025Q2: 12,236 shares; 2025Q3: 12,131 shares; 2025Q4: 12,120 shares 12,120 $652K 0.14% -11 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: 4,233 shares; 2024Q4: 4,104 shares; 2025Q1: 4,403 shares; 2025Q2: 4,406 shares; 2025Q3: 4,389 shares; 2025Q4: 4,140 shares 4,140 $636K 0.14% -249 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: 15,619 shares; 2024Q4: 16,331 shares; 2025Q1: 10,070 shares; 2025Q2: 11,983 shares; 2025Q3: 11,904 shares; 2025Q4: 11,759 shares 11,759 $632K 0.14% -145 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: 2,636 shares; 2024Q4: 2,749 shares; 2025Q1: 2,729 shares; 2025Q2: 2,690 shares; 2025Q3: 2,626 shares; 2025Q4: 2,950 shares 2,950 $620K 0.13% +324 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 8,550 shares; 2025Q1: 8,797 shares; 2025Q2: 8,797 shares; 2025Q3: 8,797 shares; 2025Q4: 9,287 shares 9,287 $617K 0.13% +490 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: 8,398 shares; 2024Q4: 9,014 shares; 2025Q1: 8,978 shares; 2025Q2: 8,698 shares; 2025Q3: 8,633 shares; 2025Q4: 8,621 shares 8,621 $616K 0.13% -12 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: 6,124 shares; 2024Q4: 6,124 shares; 2025Q1: 5,494 shares; 2025Q2: 5,494 shares; 2025Q3: 5,824 shares; 2025Q4: 5,824 shares 5,824 $597K 0.13% 0 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: 49,100 shares; 2024Q4: 40,767 shares; 2025Q1: 36,516 shares; 2025Q2: 33,128 shares; 2025Q3: 27,971 shares; 2025Q4: 23,595 shares 23,595 $587K 0.13% -4,376 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,488 shares; 2025Q3: 2,768 shares; 2025Q4: 4,340 shares 4,340 $587K 0.13% +1,572 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: 6,236 shares; 2024Q4: 7,721 shares; 2025Q1: 8,819 shares; 2025Q2: 7,760 shares; 2025Q3: 7,504 shares; 2025Q4: 7,138 shares 7,138 $583K 0.13% -366 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: not reported; 2024Q4: not reported; 2025Q1: 5,525 shares; 2025Q2: 5,525 shares; 2025Q3: 9,225 shares; 2025Q4: 12,389 shares 12,389 $581K 0.13% +3,164 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: 3,130 shares; 2024Q4: 3,393 shares; 2025Q1: 3,293 shares; 2025Q2: 3,209 shares; 2025Q3: 3,223 shares; 2025Q4: 3,227 shares 3,227 $573K 0.12% +4 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 275 shares 275 $571K 0.12% -9 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,778 shares 4,778 $571K 0.12% new 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: 3,639 shares; 2024Q4: 3,374 shares; 2025Q1: 3,443 shares; 2025Q2: 3,479 shares; 2025Q3: 3,491 shares; 2025Q4: 3,523 shares 3,523 $565K 0.12% +32 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: 4,731 shares; 2024Q4: 4,772 shares; 2025Q1: 6,528 shares; 2025Q2: 4,643 shares; 2025Q3: 4,739 shares; 2025Q4: 4,750 shares 4,750 $554K 0.12% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,547 shares 3,547 $549K 0.12% new 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: 2,370 shares; 2024Q4: 2,391 shares; 2025Q1: 3,124 shares; 2025Q2: 3,560 shares; 2025Q3: 3,560 shares; 2025Q4: 3,560 shares 3,560 $549K 0.12% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,442 shares; 2024Q4: 15,370 shares; 2025Q1: 15,628 shares; 2025Q2: 15,328 shares; 2025Q3: 13,258 shares; 2025Q4: 13,322 shares 13,322 $542K 0.12% +64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,487 shares 3,487 $541K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,584 shares 4,584 $540K 0.12% 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: 10,566 shares; 2024Q4: 10,770 shares; 2025Q1: 10,850 shares; 2025Q2: 10,850 shares; 2025Q3: 10,850 shares; 2025Q4: 9,350 shares 9,350 $539K 0.12% -1,500 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,491 shares; 2024Q4: 7,193 shares; 2025Q1: 9,156 shares; 2025Q2: 8,766 shares; 2025Q3: 10,087 shares; 2025Q4: 11,493 shares 11,493 $539K 0.12% +1,406 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: 4,684 shares; 2024Q4: 4,643 shares; 2025Q1: 4,412 shares; 2025Q2: 4,308 shares; 2025Q3: 4,327 shares; 2025Q4: 4,215 shares 4,215 $517K 0.11% -112 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: 4,274 shares; 2024Q4: 4,300 shares; 2025Q1: 4,296 shares; 2025Q2: 4,296 shares; 2025Q3: 4,296 shares; 2025Q4: 4,475 shares 4,475 $516K 0.11% +179 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,045 shares; 2025Q1: 2,045 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares; 2025Q4: 2,045 shares 2,045 $509K 0.11% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,301 shares; 2024Q4: 3,316 shares; 2025Q1: 3,301 shares; 2025Q2: 3,301 shares; 2025Q3: 3,030 shares; 2025Q4: 3,105 shares 3,105 $505K 0.11% +75 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,921 shares; 2024Q4: 9,636 shares; 2025Q1: 11,592 shares; 2025Q2: 10,735 shares; 2025Q3: 10,163 shares; 2025Q4: 9,927 shares 9,927 $505K 0.11% -236 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,917 shares; 2025Q3: 2,464 shares; 2025Q4: 2,821 shares 2,821 $501K 0.11% +357 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: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,885 shares 3,885 $501K 0.11% +185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,552 shares; 2025Q3: 7,552 shares; 2025Q4: 8,324 shares 8,324 $493K 0.11% +772 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,416 shares; 2024Q4: 14,263 shares; 2025Q1: 14,263 shares; 2025Q2: 16,006 shares; 2025Q3: 16,006 shares; 2025Q4: 16,006 shares 16,006 $486K 0.11% 0 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: 6,360 shares; 2024Q4: 19,080 shares; 2025Q1: 19,542 shares; 2025Q2: 19,013 shares; 2025Q3: 17,840 shares; 2025Q4: 17,698 shares 17,698 $476K 0.1% -142 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: 776 shares; 2024Q4: 819 shares; 2025Q1: 799 shares; 2025Q2: 821 shares; 2025Q3: 827 shares; 2025Q4: 827 shares 827 $472K 0.1% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,923 shares; 2024Q4: 5,831 shares; 2025Q1: 6,595 shares; 2025Q2: 6,438 shares; 2025Q3: 6,413 shares; 2025Q4: 6,417 shares 6,417 $471K 0.1% +4 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: 5,830 shares; 2024Q4: 5,580 shares; 2025Q1: 5,772 shares; 2025Q2: 5,334 shares; 2025Q3: 5,163 shares; 2025Q4: 5,123 shares 5,123 $471K 0.1% -40 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: 2,693 shares; 2024Q4: 2,693 shares; 2025Q1: 2,665 shares; 2025Q2: 2,665 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares 2,630 $466K 0.1% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 622 shares; 2025Q1: 611 shares; 2025Q2: 612 shares; 2025Q3: 595 shares; 2025Q4: 3,041 shares 3,041 $466K 0.1% +2,446 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,770 shares; 2024Q4: 14,770 shares; 2025Q1: 16,770 shares; 2025Q2: 16,770 shares; 2025Q3: 16,070 shares; 2025Q4: 14,770 shares 14,770 $461K 0.1% -1,300 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,188 shares; 2024Q4: 3,188 shares; 2025Q1: 3,142 shares; 2025Q2: 2,277 shares; 2025Q3: 2,240 shares; 2025Q4: 2,203 shares 2,203 $460K 0.1% -37 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: 5,177 shares; 2024Q4: 16,912 shares; 2025Q1: 17,082 shares; 2025Q2: 17,082 shares; 2025Q3: 16,338 shares; 2025Q4: 16,338 shares 16,338 $448K 0.1% 0 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: 5,612 shares; 2024Q4: 5,610 shares; 2025Q1: 5,637 shares; 2025Q2: 5,723 shares; 2025Q3: 5,779 shares; 2025Q4: 5,655 shares 5,655 $448K 0.1% -124 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: 2,969 shares; 2025Q1: 2,950 shares; 2025Q2: 2,985 shares; 2025Q3: 3,004 shares; 2025Q4: 2,603 shares 2,603 $446K 0.1% -401 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 576 shares 576 $434K 0.09% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,817 shares; 2025Q1: 4,817 shares; 2025Q2: 4,817 shares; 2025Q3: 5,027 shares; 2025Q4: 5,334 shares 5,334 $428K 0.09% +307 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: 1,775 shares; 2024Q4: 1,811 shares; 2025Q1: 1,767 shares; 2025Q2: 1,780 shares; 2025Q3: 1,786 shares; 2025Q4: 1,755 shares 1,755 $423K 0.09% -31 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: 2,497 shares; 2024Q4: 2,626 shares; 2025Q1: 2,519 shares; 2025Q2: 2,559 shares; 2025Q3: 2,483 shares; 2025Q4: 2,389 shares 2,389 $414K 0.09% -94 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: 3,086 shares; 2024Q4: 3,012 shares; 2025Q1: 2,962 shares; 2025Q2: 2,947 shares; 2025Q3: 2,926 shares; 2025Q4: 2,926 shares 2,926 $413K 0.09% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,635 shares; 2024Q4: 3,335 shares; 2025Q1: 2,985 shares; 2025Q2: 3,042 shares; 2025Q3: 2,992 shares; 2025Q4: 2,842 shares 2,842 $409K 0.09% -150 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: 3,664 shares; 2024Q4: 3,664 shares; 2025Q1: 3,664 shares; 2025Q2: 3,674 shares; 2025Q3: 3,674 shares; 2025Q4: 3,613 shares 3,613 $405K 0.09% -61 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,134 shares; 2024Q4: 12,350 shares; 2025Q1: 12,852 shares; 2025Q2: 8,073 shares; 2025Q3: 7,814 shares; 2025Q4: 7,585 shares 7,585 $405K 0.09% -229 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 791 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 855 shares 855 $399K 0.09% 0 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: 5,243 shares; 2024Q4: 15,557 shares; 2025Q1: 17,010 shares; 2025Q2: 15,324 shares; 2025Q3: 14,089 shares; 2025Q4: 14,730 shares 14,730 $386K 0.08% +641 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: 21,636 shares; 2024Q4: 21,327 shares; 2025Q1: 20,824 shares; 2025Q2: 20,824 shares; 2025Q3: 16,838 shares; 2025Q4: 15,523 shares 15,523 $386K 0.08% -1,315 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: 537 shares; 2024Q4: 660 shares; 2025Q1: 687 shares; 2025Q2: 691 shares; 2025Q3: 683 shares; 2025Q4: 678 shares 678 $384K 0.08% -5 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,023 shares; 2024Q4: 4,982 shares; 2025Q1: 5,075 shares; 2025Q2: 5,609 shares; 2025Q3: 5,580 shares; 2025Q4: 8,272 shares 8,272 $380K 0.08% +2,692 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: 16,891 shares; 2024Q4: 11,077 shares; 2025Q1: 10,998 shares; 2025Q2: 10,118 shares; 2025Q3: 10,196 shares; 2025Q4: 10,198 shares 10,198 $376K 0.08% +2 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,859 shares; 2024Q4: 4,645 shares; 2025Q1: 4,495 shares; 2025Q2: 4,495 shares; 2025Q3: 4,495 shares; 2025Q4: 4,495 shares 4,495 $373K 0.08% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,172 shares; 2024Q4: 3,193 shares; 2025Q1: 3,236 shares; 2025Q2: 3,237 shares; 2025Q3: 3,206 shares; 2025Q4: 3,211 shares 3,211 $373K 0.08% +5 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: not reported; 2024Q4: not reported; 2025Q1: 1,143 shares; 2025Q2: 1,514 shares; 2025Q3: 1,520 shares; 2025Q4: 1,529 shares 1,529 $371K 0.08% +9 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: 1,396 shares; 2024Q4: 1,387 shares; 2025Q1: 1,307 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,191 shares 1,191 $369K 0.08% -109 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: 20,541 shares; 2024Q4: 18,296 shares; 2025Q1: 14,711 shares; 2025Q2: 14,388 shares; 2025Q3: 13,110 shares; 2025Q4: 12,288 shares 12,288 $367K 0.08% -822 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: 1,811 shares; 2024Q4: 1,827 shares; 2025Q1: 1,816 shares; 2025Q2: 1,780 shares; 2025Q3: 1,553 shares; 2025Q4: 1,486 shares 1,486 $367K 0.08% -67 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,982 shares; 2024Q4: 16,429 shares; 2025Q1: 15,201 shares; 2025Q2: 15,201 shares; 2025Q3: 15,201 shares; 2025Q4: 15,201 shares 15,201 $365K 0.08% 0 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: 3,385 shares; 2024Q4: 2,794 shares; 2025Q1: 3,017 shares; 2025Q2: 2,833 shares; 2025Q3: 2,824 shares; 2025Q4: 2,811 shares 2,811 $358K 0.08% -13 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,941 shares; 2024Q4: 1,941 shares; 2025Q1: 1,941 shares; 2025Q2: 1,941 shares; 2025Q3: 1,941 shares; 2025Q4: 1,941 shares 1,941 $353K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,477 shares; 2025Q4: 1,228 shares 1,228 $350K 0.08% -249 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: 2,635 shares; 2024Q4: 2,635 shares; 2025Q1: 2,473 shares; 2025Q2: 2,473 shares; 2025Q3: 2,473 shares; 2025Q4: 2,473 shares 2,473 $350K 0.08% 0 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: 4,267 shares 4,267 $348K 0.08% new 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: 3,638 shares; 2024Q4: 3,725 shares; 2025Q1: 3,694 shares; 2025Q2: 3,619 shares; 2025Q3: 3,628 shares; 2025Q4: 3,649 shares 3,649 $348K 0.08% +21 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: 8,657 shares; 2024Q4: 8,457 shares; 2025Q1: 8,457 shares; 2025Q2: 8,361 shares; 2025Q3: 8,361 shares; 2025Q4: 8,586 shares 8,586 $345K 0.07% +225 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: 6,261 shares; 2024Q4: 6,261 shares; 2025Q1: 6,261 shares; 2025Q2: 6,261 shares; 2025Q3: 6,261 shares; 2025Q4: 6,243 shares 6,243 $341K 0.07% -18 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,718 shares; 2024Q4: 7,763 shares; 2025Q1: 7,733 shares; 2025Q2: 7,733 shares; 2025Q3: 7,702 shares; 2025Q4: 7,702 shares 7,702 $336K 0.07% 0 Timeline REGL 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: 4,224 shares; 2024Q4: 4,193 shares; 2025Q1: 4,388 shares; 2025Q2: 4,376 shares; 2025Q3: 4,376 shares; 2025Q4: 3,976 shares 3,976 $335K 0.07% -400 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,513 shares; 2024Q4: 5,968 shares; 2025Q1: 5,913 shares; 2025Q2: 5,847 shares; 2025Q3: 5,847 shares; 2025Q4: 5,847 shares 5,847 $332K 0.07% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,818 shares; 2024Q4: 7,828 shares; 2025Q1: 8,592 shares; 2025Q2: 5,519 shares; 2025Q3: 5,497 shares; 2025Q4: 5,847 shares 5,847 $330K 0.07% +350 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,563 shares; 2024Q4: 1,563 shares; 2025Q1: 1,573 shares; 2025Q2: 1,587 shares; 2025Q3: 1,587 shares; 2025Q4: 1,587 shares 1,587 $327K 0.07% 0 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: 440 shares; 2024Q4: 435 shares; 2025Q1: 414 shares; 2025Q2: 401 shares; 2025Q3: 391 shares; 2025Q4: 372 shares 372 $327K 0.07% -19 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: 1,074 shares; 2024Q4: 1,074 shares; 2025Q1: 1,074 shares; 2025Q2: 1,074 shares; 2025Q3: 1,074 shares; 2025Q4: 1,074 shares 1,074 $323K 0.07% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,866 shares; 2024Q4: 4,866 shares; 2025Q1: 4,866 shares; 2025Q2: 4,766 shares; 2025Q3: 4,566 shares; 2025Q4: 3,100 shares 3,100 $323K 0.07% -1,466 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,719 shares; 2025Q3: 1,656 shares; 2025Q4: 1,626 shares 1,626 $316K 0.07% -30 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: 1,295 shares; 2024Q4: 1,296 shares; 2025Q1: 1,262 shares; 2025Q2: 1,413 shares; 2025Q3: 1,413 shares; 2025Q4: 1,424 shares 1,424 $313K 0.07% +11 Timeline IVOO 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: 6,146 shares; 2024Q4: 6,146 shares; 2025Q1: 5,574 shares; 2025Q2: 2,791 shares; 2025Q3: 2,791 shares; 2025Q4: 2,791 shares 2,791 $312K 0.07% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,728 shares; 2025Q2: 2,083 shares; 2025Q3: 2,128 shares; 2025Q4: 2,123 shares 2,123 $311K 0.07% -5 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,278 shares; 2025Q1: 1,278 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 1,070 shares 1,070 $309K 0.07% -32 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: 1,960 shares; 2024Q4: 2,170 shares; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares; 2025Q4: 2,170 shares 2,170 $306K 0.07% 0 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST 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: 10,495 shares; 2025Q3: 10,495 shares; 2025Q4: 10,495 shares 10,495 $305K 0.07% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P 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: not reported; 2025Q4: 577 shares 577 $302K 0.07% new 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: 3,834 shares; 2025Q1: 4,534 shares; 2025Q2: 4,414 shares; 2025Q3: 5,199 shares; 2025Q4: 4,996 shares 4,996 $300K 0.07% -203 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,950 shares 5,950 $300K 0.07% new Timeline OEF 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: 870 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 870 shares 870 $298K 0.06% 0 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,501 shares; 2024Q4: 9,901 shares; 2025Q1: 9,901 shares; 2025Q2: 9,475 shares; 2025Q3: 9,025 shares; 2025Q4: 8,475 shares 8,475 $297K 0.06% -550 Timeline HDV 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: 2,427 shares; 2024Q4: 2,427 shares; 2025Q1: 2,427 shares; 2025Q2: 2,427 shares; 2025Q3: 2,427 shares; 2025Q4: 2,427 shares 2,427 $295K 0.06% 0 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: 624 shares; 2024Q4: 646 shares; 2025Q1: 538 shares; 2025Q2: 476 shares; 2025Q3: 473 shares; 2025Q4: 444 shares 444 $294K 0.06% -29 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,996 shares; 2024Q4: 3,016 shares; 2025Q1: 2,996 shares; 2025Q2: 2,814 shares; 2025Q3: 2,914 shares; 2025Q4: 2,841 shares 2,841 $291K 0.06% -73 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 1,720 shares; 2025Q1: 1,720 shares; 2025Q2: 1,760 shares; 2025Q3: 1,761 shares; 2025Q4: 1,820 shares 1,820 $290K 0.06% +59 Timeline FSIG 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: 15,079 shares; 2025Q1: 15,079 shares; 2025Q2: 15,079 shares; 2025Q3: 15,079 shares; 2025Q4: 15,079 shares 15,079 $289K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,803 shares; 2025Q3: 1,857 shares; 2025Q4: 1,794 shares 1,794 $289K 0.06% -63 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: 677 shares; 2024Q4: 692 shares; 2025Q1: 691 shares; 2025Q2: 704 shares; 2025Q3: 712 shares; 2025Q4: 634 shares 634 $287K 0.06% -78 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 1,256 shares; 2025Q1: 1,256 shares; 2025Q2: 1,256 shares; 2025Q3: 1,225 shares; 2025Q4: 1,143 shares 1,143 $287K 0.06% -82 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: 5,753 shares; 2024Q4: 5,326 shares; 2025Q1: 7,695 shares; 2025Q2: 7,695 shares; 2025Q3: 8,577 shares; 2025Q4: 7,379 shares 7,379 $283K 0.06% -1,198 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: 7,250 shares; 2024Q4: 7,350 shares; 2025Q1: 6,259 shares; 2025Q2: 5,139 shares; 2025Q3: 5,005 shares; 2025Q4: 3,351 shares 3,351 $282K 0.06% -1,654 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: 464 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 467 shares 467 $282K 0.06% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 874 shares; 2025Q3: 878 shares; 2025Q4: 832 shares 832 $281K 0.06% -46 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: 8,702 shares; 2024Q4: 7,865 shares; 2025Q1: 9,191 shares; 2025Q2: 8,025 shares; 2025Q3: 8,092 shares; 2025Q4: 8,092 shares 8,092 $281K 0.06% 0 Timeline IHE 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: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares 3,300 $280K 0.06% 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: 3,229 shares; 2024Q4: 2,982 shares; 2025Q1: 2,854 shares; 2025Q2: 2,796 shares; 2025Q3: 2,859 shares; 2025Q4: 2,902 shares 2,902 $279K 0.06% +43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 240 shares; 2025Q3: 239 shares; 2025Q4: 227 shares 227 $276K 0.06% -12 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,410 shares; 2025Q4: 5,410 shares 5,410 $275K 0.06% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,744 shares; 2024Q4: 17,409 shares; 2025Q1: 16,107 shares; 2025Q2: 16,704 shares; 2025Q3: 16,704 shares; 2025Q4: 15,922 shares 15,922 $275K 0.06% -782 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,334 shares; 2024Q4: 2,625 shares; 2025Q1: 2,434 shares; 2025Q2: 2,434 shares; 2025Q3: 2,434 shares; 2025Q4: 2,688 shares 2,688 $274K 0.06% +254 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,983 shares; 2025Q2: 4,938 shares; 2025Q3: 5,013 shares; 2025Q4: 5,783 shares 5,783 $272K 0.06% +770 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: 2,525 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares 2,525 $267K 0.06% 0 Timeline ISTB 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: 5,470 shares; 2025Q1: 5,470 shares; 2025Q2: 5,470 shares; 2025Q3: 5,470 shares; 2025Q4: 5,470 shares 5,470 $267K 0.06% 0 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: 1,948 shares; 2024Q4: 1,905 shares; 2025Q1: 1,905 shares; 2025Q2: 1,915 shares; 2025Q3: 1,896 shares; 2025Q4: 1,898 shares 1,898 $264K 0.06% +2 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,406 shares 1,406 $260K 0.06% new 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: 4,705 shares; 2024Q4: 4,716 shares; 2025Q1: 5,482 shares; 2025Q2: 4,986 shares; 2025Q3: 4,986 shares; 2025Q4: 4,391 shares 4,391 $257K 0.06% -595 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: not reported; 2024Q4: 672 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 523 shares 523 $255K 0.06% -235 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: 1,437 shares; 2024Q4: 1,417 shares; 2025Q1: 1,400 shares; 2025Q2: 1,462 shares; 2025Q3: 1,420 shares; 2025Q4: 1,371 shares 1,371 $254K 0.06% -49 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,371 shares; 2025Q1: 6,020 shares; 2025Q2: 6,011 shares; 2025Q3: 5,826 shares; 2025Q4: 5,537 shares 5,537 $254K 0.06% -289 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: 5,228 shares; 2024Q4: 5,228 shares; 2025Q1: 5,240 shares; 2025Q2: 5,015 shares; 2025Q3: 5,238 shares; 2025Q4: 5,238 shares 5,238 $253K 0.05% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,534 shares; 2025Q3: 3,534 shares; 2025Q4: 4,123 shares 4,123 $253K 0.05% +589 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: 2,490 shares; 2025Q1: 2,490 shares; 2025Q2: 2,490 shares; 2025Q3: 2,490 shares; 2025Q4: 2,490 shares 2,490 $253K 0.05% 0 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: not reported; 2024Q4: 898 shares; 2025Q1: not reported; 2025Q2: 892 shares; 2025Q3: 892 shares; 2025Q4: 897 shares 897 $250K 0.05% +5 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,699 shares; 2024Q4: 3,699 shares; 2025Q1: 3,482 shares; 2025Q2: 3,482 shares; 2025Q3: 3,482 shares; 2025Q4: 3,482 shares 3,482 $249K 0.05% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,433 shares; 2024Q4: 1,450 shares; 2025Q1: 1,380 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,534 shares 1,534 $248K 0.05% +54 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,270 shares; 2025Q1: 2,299 shares; 2025Q2: 2,420 shares; 2025Q3: 2,362 shares; 2025Q4: 2,236 shares 2,236 $247K 0.05% -126 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,121 shares; 2024Q4: 3,141 shares; 2025Q1: 3,141 shares; 2025Q2: 3,141 shares; 2025Q3: 3,141 shares; 2025Q4: 3,141 shares 3,141 $245K 0.05% 0 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: 1,487 shares; 2024Q4: 1,487 shares; 2025Q1: 1,441 shares; 2025Q2: 1,441 shares; 2025Q3: 1,320 shares; 2025Q4: 1,222 shares 1,222 $243K 0.05% -98 Timeline MBB 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: 2,489 shares; 2025Q2: 2,489 shares; 2025Q3: 2,518 shares; 2025Q4: 2,527 shares 2,527 $241K 0.05% +9 Timeline EFG 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: 2,796 shares; 2024Q4: 2,696 shares; 2025Q1: 2,696 shares; 2025Q2: 2,657 shares; 2025Q3: 2,473 shares; 2025Q4: 2,111 shares 2,111 $240K 0.05% -362 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares 4,200 $239K 0.05% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 957 shares; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: 870 shares; 2025Q4: 875 shares 875 $237K 0.05% +5 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares 44 $236K 0.05% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 3,600 shares 3,600 $235K 0.05% new 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: 615 shares; 2024Q4: 619 shares; 2025Q1: 561 shares; 2025Q2: 591 shares; 2025Q3: 585 shares; 2025Q4: 550 shares 550 $235K 0.05% -35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,458 shares 2,458 $234K 0.05% new 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: not reported; 2024Q4: 2,285 shares; 2025Q1: 2,528 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,330 shares 2,330 $233K 0.05% +30 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: 2,545 shares; 2025Q3: 2,545 shares; 2025Q4: 2,545 shares 2,545 $229K 0.05% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,539 shares; 2024Q4: 3,508 shares; 2025Q1: 3,459 shares; 2025Q2: 3,461 shares; 2025Q3: 3,483 shares; 2025Q4: 3,273 shares 3,273 $229K 0.05% -210 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: 880 shares; 2024Q4: 894 shares; 2025Q1: 703 shares; 2025Q2: 676 shares; 2025Q3: 697 shares; 2025Q4: 700 shares 700 $227K 0.05% +3 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,608 shares; 2024Q4: 6,569 shares; 2025Q1: 6,458 shares; 2025Q2: 6,058 shares; 2025Q3: 6,058 shares; 2025Q4: 4,276 shares 4,276 $226K 0.05% -1,782 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,440 shares; 2025Q4: 1,331 shares 1,331 $226K 0.05% -109 Timeline IDV 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: 5,719 shares; 2025Q4: 5,719 shares 5,719 $226K 0.05% 0 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: not reported; 2024Q4: 659 shares; 2025Q1: 977 shares; 2025Q2: 928 shares; 2025Q3: 929 shares; 2025Q4: 480 shares 480 $225K 0.05% -449 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 4,096 shares; 2025Q1: 3,684 shares; 2025Q2: 3,299 shares; 2025Q3: 3,299 shares; 2025Q4: 3,349 shares 3,349 $224K 0.05% +50 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,280 shares; 2024Q4: 5,280 shares; 2025Q1: 5,155 shares; 2025Q2: 5,155 shares; 2025Q3: 5,155 shares; 2025Q4: 5,215 shares 5,215 $223K 0.05% +60 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,000 shares; 2025Q3: 2,202 shares; 2025Q4: 2,202 shares 2,202 $222K 0.05% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,468 shares; 2024Q4: 3,468 shares; 2025Q1: 3,443 shares; 2025Q2: 3,135 shares; 2025Q3: 2,535 shares; 2025Q4: 2,535 shares 2,535 $221K 0.05% 0 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: 2,249 shares; 2025Q1: 2,246 shares; 2025Q2: 2,246 shares; 2025Q3: 2,252 shares; 2025Q4: 2,092 shares 2,092 $221K 0.05% -160 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 4,050 shares; 2025Q1: 4,050 shares; 2025Q2: 4,050 shares; 2025Q3: 4,050 shares; 2025Q4: 4,050 shares 4,050 $218K 0.05% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 264 shares; 2025Q4: 265 shares 265 $217K 0.05% +1 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares 4,200 $217K 0.05% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: 2,291 shares; 2025Q3: 2,242 shares; 2025Q4: 2,360 shares 2,360 $215K 0.05% +118 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,544 shares; 2025Q4: 7,544 shares 7,544 $215K 0.05% 0 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: not reported; 2024Q4: 1,079 shares; 2025Q1: 1,079 shares; 2025Q2: 1,056 shares; 2025Q3: 1,057 shares; 2025Q4: 1,031 shares 1,031 $215K 0.05% -26 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: not reported; 2025Q1: 1,967 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,675 shares 1,675 $214K 0.05% new Timeline HEI HEICO CORP NEW More: the full row for HEICO 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: 671 shares; 2025Q3: 659 shares; 2025Q4: 660 shares 660 $214K 0.05% +1 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: 2,669 shares; 2024Q4: 2,669 shares; 2025Q1: not reported; 2025Q2: 2,551 shares; 2025Q3: 2,708 shares; 2025Q4: 2,708 shares 2,708 $213K 0.05% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS 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: 276 shares 276 $213K 0.05% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,396 shares; 2024Q4: 2,609 shares; 2025Q1: 2,327 shares; 2025Q2: 2,308 shares; 2025Q3: 2,444 shares; 2025Q4: 2,444 shares 2,444 $211K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,235 shares 1,235 $211K 0.05% new Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,201 shares 4,201 $209K 0.05% new 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: 11,181 shares; 2024Q4: 11,181 shares; 2025Q1: 11,181 shares; 2025Q2: 11,837 shares; 2025Q3: 3,711 shares; 2025Q4: 3,711 shares 3,711 $207K 0.04% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,875 shares; 2024Q4: 4,508 shares; 2025Q1: 4,430 shares; 2025Q2: 4,690 shares; 2025Q3: 4,682 shares; 2025Q4: 2,614 shares 2,614 $206K 0.04% -2,068 Timeline GNR 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: 4,623 shares; 2024Q4: 4,623 shares; 2025Q1: 4,623 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,304 shares 3,304 $205K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,269 shares 3,269 $204K 0.04% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,149 shares; 2025Q4: 1,178 shares 1,178 $204K 0.04% +29 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,977 shares; 2024Q4: 4,977 shares; 2025Q1: 4,977 shares; 2025Q2: 4,977 shares; 2025Q3: 4,977 shares; 2025Q4: 4,977 shares 4,977 $203K 0.04% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,019 shares; 2024Q4: 15,285 shares; 2025Q1: 15,059 shares; 2025Q2: 14,657 shares; 2025Q3: 13,270 shares; 2025Q4: 13,295 shares 13,295 $134K 0.03% +25 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME 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: 11,086 shares 11,086 $133K 0.03% new Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD 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: 11,520 shares; 2025Q4: 11,520 shares 11,520 $104K 0.02% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,655 shares; 2024Q4: 27,310 shares; 2025Q1: 24,324 shares; 2025Q2: 23,966 shares; 2025Q3: 23,966 shares; 2025Q4: 22,024 shares 22,024 $62.3K 0.01% -1,942 Timeline