BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,289 shares; 2024Q4: 295,752 shares; 2025Q1: 234,712 shares; 2025Q2: 228,178 shares; 2025Q3: 229,069 shares 229,069 $17.1M 5.12% +891 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,148 shares; 2024Q4: 249,755 shares; 2025Q1: 227,211 shares; 2025Q2: 220,047 shares; 2025Q3: 195,965 shares 195,965 $15.8M 4.74% -24,082 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,238 shares; 2024Q4: 39,107 shares; 2025Q1: 35,753 shares; 2025Q2: 34,483 shares; 2025Q3: 31,206 shares 31,206 $15.2M 4.54% -3,277 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,751 shares; 2024Q4: 245,095 shares; 2025Q1: 194,967 shares; 2025Q2: 189,404 shares; 2025Q3: 201,320 shares 201,320 $13.7M 4.12% +11,916 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,865 shares; 2024Q4: 585,304 shares; 2025Q1: 514,965 shares; 2025Q2: 502,158 shares; 2025Q3: 505,408 shares 505,408 $13.6M 4.08% +3,250 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,084 shares; 2024Q4: 79,820 shares; 2025Q1: 73,060 shares; 2025Q2: 71,523 shares; 2025Q3: 65,411 shares 65,411 $13.4M 4.01% -6,112 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,139 shares; 2024Q4: 165,828 shares; 2025Q1: 154,380 shares; 2025Q2: 159,777 shares; 2025Q3: 113,544 shares 113,544 $10.8M 3.25% -46,233 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,044 shares; 2024Q4: 57,565 shares; 2025Q1: 53,506 shares; 2025Q2: 55,382 shares; 2025Q3: 83,669 shares 83,669 $9.86M 2.95% +28,287 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,449 shares; 2024Q4: 99,607 shares; 2025Q1: 91,484 shares; 2025Q2: 89,528 shares; 2025Q3: 88,284 shares 88,284 $8.88M 2.66% -1,244 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,060 shares; 2025Q3: 81,877 shares 81,877 $8.85M 2.65% -5,183 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,207 shares; 2024Q4: 17,278 shares; 2025Q1: 16,406 shares; 2025Q2: 10,476 shares; 2025Q3: 9,946 shares 9,946 $6.82M 2.04% -530 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,079 shares; 2024Q4: 80,764 shares; 2025Q1: 75,894 shares; 2025Q2: 113,355 shares; 2025Q3: 106,286 shares 106,286 $6.67M 2% -7,069 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,562 shares; 2024Q4: 95,129 shares; 2025Q1: 115,130 shares; 2025Q2: 112,535 shares; 2025Q3: 72,750 shares 72,750 $6.41M 1.92% -39,785 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,953 shares; 2024Q4: 4,722 shares; 2025Q1: 8,519 shares; 2025Q2: 8,430 shares; 2025Q3: 25,294 shares 25,294 $6.36M 1.91% +16,864 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,503 shares; 2024Q4: 198,974 shares; 2025Q1: 184,650 shares; 2025Q2: 184,892 shares; 2025Q3: 187,474 shares 187,474 $6.35M 1.9% +2,582 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,319 shares; 2024Q4: 15,930 shares; 2025Q1: 14,881 shares; 2025Q2: 14,273 shares; 2025Q3: 11,662 shares 11,662 $5.82M 1.74% -2,611 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,692 shares; 2024Q4: 104,698 shares; 2025Q1: 92,788 shares; 2025Q2: 85,794 shares; 2025Q3: 72,112 shares 72,112 $5.44M 1.63% -13,682 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,156 shares; 2024Q4: 28,956 shares; 2025Q1: 28,792 shares; 2025Q2: 29,074 shares; 2025Q3: 26,556 shares 26,556 $5.38M 1.61% -2,518 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,825 shares; 2024Q4: 35,677 shares; 2025Q1: 33,272 shares; 2025Q2: 32,604 shares; 2025Q3: 109,697 shares 109,697 $5.03M 1.51% +77,093 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,484 shares; 2024Q4: 59,882 shares; 2025Q1: 54,334 shares; 2025Q2: 53,896 shares; 2025Q3: 51,739 shares 51,739 $4.96M 1.48% -2,157 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,809 shares; 2024Q4: 10,329 shares; 2025Q1: 10,006 shares; 2025Q2: 9,980 shares; 2025Q3: 9,151 shares 9,151 $4.74M 1.42% -829 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,880 shares; 2024Q4: 103,029 shares; 2025Q1: 97,847 shares; 2025Q2: 83,915 shares; 2025Q3: 85,349 shares 85,349 $4.62M 1.38% +1,434 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,738 shares; 2025Q3: 95,478 shares 95,478 $4.16M 1.25% -5,260 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,028 shares; 2024Q4: 96,152 shares; 2025Q1: 75,206 shares; 2025Q2: 73,039 shares; 2025Q3: 74,228 shares 74,228 $4M 1.2% +1,189 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,023 shares; 2024Q4: 30,938 shares; 2025Q1: 28,090 shares; 2025Q2: 27,612 shares; 2025Q3: 25,946 shares 25,946 $3.69M 1.11% -1,666 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,322 shares; 2024Q4: 19,836 shares; 2025Q1: 18,090 shares; 2025Q2: 17,599 shares; 2025Q3: 17,046 shares 17,046 $3.52M 1.05% -553 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,422 shares; 2024Q4: 27,615 shares; 2025Q1: 27,285 shares; 2025Q2: 26,899 shares; 2025Q3: 25,102 shares 25,102 $3.44M 1.03% -1,797 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,166 shares; 2024Q4: 57,095 shares; 2025Q1: 51,782 shares; 2025Q2: 48,948 shares; 2025Q3: 45,835 shares 45,835 $3.42M 1.03% -3,113 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,918 shares; 2024Q4: 24,181 shares; 2025Q1: 23,060 shares; 2025Q2: 22,901 shares; 2025Q3: 38,295 shares 38,295 $3.42M 1.02% +15,394 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,212 shares; 2025Q3: 28,203 shares 28,203 $3.26M 0.98% -2,009 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,237 shares; 2024Q4: 70,440 shares; 2025Q1: 68,850 shares; 2025Q2: 67,582 shares; 2025Q3: 66,111 shares 66,111 $3.02M 0.91% -1,471 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,333 shares; 2024Q4: 33,864 shares; 2025Q1: 31,773 shares; 2025Q2: 32,310 shares; 2025Q3: 31,751 shares 31,751 $2.87M 0.86% -559 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,723 shares; 2025Q3: 77,191 shares 77,191 $2.72M 0.81% -2,532 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,530 shares; 2024Q4: 18,101 shares; 2025Q1: 17,738 shares; 2025Q2: 17,568 shares; 2025Q3: 14,463 shares 14,463 $2.69M 0.81% -3,105 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,057 shares; 2024Q4: 10,524 shares; 2025Q1: 10,145 shares; 2025Q2: 10,008 shares; 2025Q3: 9,514 shares 9,514 $2.57M 0.77% -494 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,047 shares; 2024Q4: 51,862 shares; 2025Q1: 48,682 shares; 2025Q2: 48,900 shares; 2025Q3: 50,735 shares 50,735 $2.56M 0.77% +1,835 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,756 shares; 2024Q4: 8,293 shares; 2025Q1: 8,609 shares; 2025Q2: 8,451 shares; 2025Q3: 8,083 shares 8,083 $2.43M 0.73% -368 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,544 shares 47,544 $2.3M 0.69% new Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,979 shares; 2025Q3: 40,520 shares 40,520 $2.3M 0.69% -459 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,982 shares; 2024Q4: 10,769 shares; 2025Q1: 11,039 shares; 2025Q2: 11,005 shares; 2025Q3: 9,381 shares 9,381 $2.29M 0.69% -1,624 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,591 shares; 2024Q4: 91,680 shares; 2025Q1: 83,729 shares; 2025Q2: 84,033 shares; 2025Q3: 83,719 shares 83,719 $2.28M 0.68% -314 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,297 shares; 2024Q4: 3,235 shares; 2025Q1: 3,336 shares; 2025Q2: 3,346 shares; 2025Q3: 3,244 shares 3,244 $2.1M 0.63% -102 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,579 shares; 2024Q4: 17,172 shares; 2025Q1: 23,207 shares; 2025Q2: 21,765 shares; 2025Q3: 21,707 shares 21,707 $2.05M 0.61% -58 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,222 shares; 2024Q4: 7,971 shares; 2025Q1: 8,030 shares; 2025Q2: 8,158 shares; 2025Q3: 7,990 shares 7,990 $2.04M 0.61% -168 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,554 shares; 2025Q2: 16,240 shares; 2025Q3: 15,309 shares 15,309 $2M 0.6% -931 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,654 shares; 2024Q4: 47,073 shares; 2025Q1: 61,457 shares; 2025Q2: 61,523 shares; 2025Q3: 59,189 shares 59,189 $1.93M 0.58% -2,334 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,343 shares; 2024Q4: 30,269 shares; 2025Q1: 26,444 shares; 2025Q2: 25,790 shares; 2025Q3: 27,073 shares 27,073 $1.93M 0.58% +1,283 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,774 shares; 2024Q4: 6,616 shares; 2025Q1: 6,108 shares; 2025Q2: 4,993 shares; 2025Q3: 5,078 shares 5,078 $1.88M 0.56% +85 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,123 shares; 2024Q4: 68,913 shares; 2025Q1: 68,487 shares; 2025Q2: 67,427 shares; 2025Q3: 66,648 shares 66,648 $1.58M 0.47% -779 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,156 shares; 2024Q4: 34,569 shares; 2025Q1: 35,634 shares; 2025Q2: 34,982 shares; 2025Q3: 35,248 shares 35,248 $1.5M 0.45% +266 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,132 shares; 2024Q4: 22,887 shares; 2025Q1: 22,055 shares; 2025Q2: 20,664 shares; 2025Q3: 19,604 shares 19,604 $1.49M 0.45% -1,060 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,950 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,889 shares; 2025Q3: 39,601 shares 39,601 $1.49M 0.45% -288 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,309 shares; 2024Q4: 8,378 shares; 2025Q1: 10,118 shares; 2025Q2: 9,614 shares; 2025Q3: 9,427 shares 9,427 $1.47M 0.44% -187 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,318 shares; 2024Q4: 17,351 shares; 2025Q1: 16,523 shares; 2025Q2: 16,259 shares; 2025Q3: 15,350 shares 15,350 $1.47M 0.44% -909 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 3,045 shares; 2025Q1: 3,759 shares; 2025Q2: 2,870 shares; 2025Q3: 2,144 shares 2,144 $1.37M 0.41% -726 Timeline XRT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,377 shares 16,377 $1.33M 0.4% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,706 shares; 2024Q4: 25,966 shares; 2025Q1: 25,156 shares; 2025Q2: 25,767 shares; 2025Q3: 25,116 shares 25,116 $1.26M 0.38% -651 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,018 shares; 2025Q3: 9,463 shares 9,463 $1.24M 0.37% +1,445 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,873 shares; 2024Q4: 20,294 shares; 2025Q1: 5,447 shares; 2025Q2: 5,482 shares; 2025Q3: 4,030 shares 4,030 $1.17M 0.35% -1,452 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,884 shares; 2025Q1: 1,893 shares; 2025Q2: 1,870 shares; 2025Q3: 1,567 shares 1,567 $1.03M 0.31% -303 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,878 shares; 2024Q4: 4,112 shares; 2025Q1: 3,702 shares; 2025Q2: 3,588 shares; 2025Q3: 3,612 shares 3,612 $1.02M 0.3% +24 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 4,329 shares; 2025Q1: 4,195 shares; 2025Q2: 4,399 shares; 2025Q3: 3,977 shares 3,977 $979K 0.29% -422 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,333 shares; 2024Q4: 37,138 shares; 2025Q1: 34,873 shares; 2025Q2: 19,081 shares; 2025Q3: 18,399 shares 18,399 $975K 0.29% -682 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,714 shares; 2024Q4: 7,804 shares; 2025Q1: 2,242 shares; 2025Q2: 2,349 shares; 2025Q3: 10,066 shares 10,066 $975K 0.29% +7,717 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,802 shares; 2024Q4: 3,307 shares; 2025Q1: 2,984 shares; 2025Q2: 7,318 shares; 2025Q3: 6,666 shares 6,666 $962K 0.29% -652 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,477 shares; 2024Q4: 4,046 shares; 2025Q1: 3,582 shares; 2025Q2: 3,556 shares; 2025Q3: 3,411 shares 3,411 $961K 0.29% -145 Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,646 shares 20,646 $938K 0.28% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,673 shares; 2025Q1: 1,902 shares; 2025Q2: 2,517 shares; 2025Q3: 2,044 shares 2,044 $933K 0.28% -473 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,331 shares; 2024Q4: 9,233 shares; 2025Q1: 8,572 shares; 2025Q2: 9,077 shares; 2025Q3: 8,653 shares 8,653 $836K 0.25% -424 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,526 shares; 2024Q4: 3,166 shares; 2025Q1: 3,105 shares; 2025Q2: 2,874 shares; 2025Q3: 2,386 shares 2,386 $813K 0.24% -488 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 816 shares; 2025Q1: 779 shares; 2025Q2: 763 shares; 2025Q3: 747 shares 747 $791K 0.24% -16 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,098 shares; 2024Q4: 6,965 shares; 2025Q1: 6,910 shares; 2025Q2: 6,692 shares; 2025Q3: 4,547 shares 4,547 $784K 0.23% -2,145 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,332 shares; 2025Q1: 3,220 shares; 2025Q2: 3,137 shares; 2025Q3: 2,952 shares 2,952 $768K 0.23% -185 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,008 shares; 2025Q1: 1,420 shares; 2025Q2: 2,285 shares; 2025Q3: 1,899 shares 1,899 $759K 0.23% -386 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 2,847 shares; 2025Q1: 2,538 shares; 2025Q2: 2,525 shares; 2025Q3: 2,421 shares 2,421 $753K 0.23% -104 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,635 shares; 2024Q4: 16,144 shares; 2025Q1: 15,694 shares; 2025Q2: 15,500 shares; 2025Q3: 13,989 shares 13,989 $719K 0.22% -1,511 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: 4,213 shares; 2025Q1: 3,931 shares; 2025Q2: 3,905 shares; 2025Q3: 3,745 shares 3,745 $707K 0.21% -160 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,667 shares; 2024Q4: 3,607 shares; 2025Q1: 6,319 shares; 2025Q2: 6,124 shares; 2025Q3: 3,473 shares 3,473 $670K 0.2% -2,651 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 622 shares; 2024Q4: 620 shares; 2025Q1: 721 shares; 2025Q2: 653 shares; 2025Q3: 559 shares 559 $625K 0.19% -94 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,662 shares; 2024Q4: 22,268 shares; 2025Q1: 21,802 shares; 2025Q2: 20,609 shares; 2025Q3: 19,299 shares 19,299 $617K 0.18% -1,310 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,752 shares; 2024Q4: 9,065 shares; 2025Q1: 8,280 shares; 2025Q2: 7,924 shares; 2025Q3: 7,694 shares 7,694 $615K 0.18% -230 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,053 shares; 2024Q4: 12,141 shares; 2025Q1: 11,420 shares; 2025Q2: 7,537 shares; 2025Q3: 7,181 shares 7,181 $592K 0.18% -356 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,175 shares; 2024Q4: 9,096 shares; 2025Q1: 8,264 shares; 2025Q2: 8,140 shares; 2025Q3: 7,935 shares 7,935 $580K 0.17% -205 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,420 shares; 2024Q4: 3,407 shares; 2025Q1: 3,338 shares; 2025Q2: 3,219 shares; 2025Q3: 1,961 shares 1,961 $572K 0.17% -1,258 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,234 shares; 2024Q4: 4,655 shares; 2025Q1: 5,446 shares; 2025Q2: 5,047 shares; 2025Q3: 4,933 shares 4,933 $564K 0.17% -114 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,168 shares 2,168 $555K 0.17% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,476 shares; 2024Q4: 9,897 shares; 2025Q1: 10,103 shares; 2025Q2: 10,310 shares; 2025Q3: 10,243 shares 10,243 $547K 0.16% -67 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 2,722 shares; 2025Q1: 2,723 shares; 2025Q2: 2,155 shares; 2025Q3: 2,481 shares 2,481 $541K 0.16% +326 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,244 shares; 2025Q2: 5,096 shares; 2025Q3: 3,598 shares 3,598 $528K 0.16% -1,498 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,650 shares; 2025Q1: 1,597 shares; 2025Q2: 1,571 shares; 2025Q3: 1,259 shares 1,259 $527K 0.16% -312 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,939 shares; 2024Q4: 4,113 shares; 2025Q1: 3,600 shares; 2025Q2: 3,479 shares; 2025Q3: 3,331 shares 3,331 $525K 0.16% -148 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,493 shares 3,493 $525K 0.16% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,620 shares; 2024Q4: 8,148 shares; 2025Q1: 7,963 shares; 2025Q2: 7,764 shares; 2025Q3: 7,185 shares 7,185 $517K 0.15% -579 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,477 shares; 2024Q4: 6,523 shares; 2025Q1: 6,353 shares; 2025Q2: 6,205 shares; 2025Q3: 5,760 shares 5,760 $497K 0.15% -445 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,615 shares; 2024Q4: 34,294 shares; 2025Q1: 34,110 shares; 2025Q2: 32,796 shares; 2025Q3: 29,562 shares 29,562 $476K 0.14% -3,234 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,620 shares; 2024Q4: 13,821 shares; 2025Q1: 13,379 shares; 2025Q2: 13,157 shares; 2025Q3: 12,301 shares 12,301 $472K 0.14% -856 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,256 shares; 2024Q4: 6,308 shares; 2025Q1: 5,859 shares; 2025Q2: 5,812 shares; 2025Q3: 10,434 shares 10,434 $471K 0.14% +4,622 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,910 shares; 2024Q4: 18,494 shares; 2025Q1: 18,363 shares; 2025Q2: 17,362 shares; 2025Q3: 19,586 shares 19,586 $461K 0.14% +2,224 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,552 shares; 2024Q4: 19,625 shares; 2025Q1: 15,889 shares; 2025Q2: 13,857 shares; 2025Q3: 18,234 shares 18,234 $451K 0.14% +4,377 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 418 shares; 2025Q1: 361 shares; 2025Q2: 323 shares; 2025Q3: 190 shares 190 $442K 0.13% -133 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 2,483 shares; 2025Q1: 2,307 shares; 2025Q2: 2,345 shares; 2025Q3: 2,211 shares 2,211 $440K 0.13% -134 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,958 shares; 2024Q4: 15,896 shares; 2025Q1: 15,584 shares; 2025Q2: 15,314 shares; 2025Q3: 14,406 shares 14,406 $437K 0.13% -908 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,445 shares; 2024Q4: 5,023 shares; 2025Q1: 3,813 shares; 2025Q2: 3,734 shares; 2025Q3: 3,859 shares 3,859 $417K 0.12% +125 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 1,833 shares; 2025Q1: 1,764 shares; 2025Q2: 2,627 shares; 2025Q3: 3,462 shares 3,462 $414K 0.12% +835 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,115 shares; 2025Q1: 1,007 shares; 2025Q2: 1,012 shares; 2025Q3: 1,748 shares 1,748 $409K 0.12% +736 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,221 shares; 2024Q4: 5,884 shares; 2025Q1: 6,312 shares; 2025Q2: 5,928 shares; 2025Q3: 6,536 shares 6,536 $407K 0.12% +608 ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,862 shares; 2024Q4: 9,115 shares; 2025Q1: 8,836 shares; 2025Q2: 8,471 shares; 2025Q3: 8,639 shares 8,639 $403K 0.12% +168 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,211 shares; 2025Q3: 2,508 shares 2,508 $395K 0.12% -703 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,371 shares 7,371 $386K 0.12% new Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,849 shares; 2024Q4: 11,062 shares; 2025Q1: 10,739 shares; 2025Q2: 10,596 shares; 2025Q3: 10,144 shares 10,144 $375K 0.11% -452 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,620 shares; 2024Q4: 13,477 shares; 2025Q1: 13,254 shares; 2025Q2: 11,758 shares; 2025Q3: 12,652 shares 12,652 $372K 0.11% +894 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,864 shares; 2024Q4: 7,495 shares; 2025Q1: 7,351 shares; 2025Q2: 7,659 shares; 2025Q3: 7,858 shares 7,858 $367K 0.11% +199 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,302 shares; 2024Q4: 2,028 shares; 2025Q1: 1,773 shares; 2025Q2: 937 shares; 2025Q3: 877 shares 877 $354K 0.11% -60 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,318 shares; 2024Q4: 4,251 shares; 2025Q1: 3,609 shares; 2025Q2: 3,329 shares; 2025Q3: 2,948 shares 2,948 $337K 0.1% -381 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,874 shares; 2024Q4: 4,713 shares; 2025Q1: 4,676 shares; 2025Q2: 4,470 shares; 2025Q3: 2,359 shares 2,359 $335K 0.1% -2,111 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,491 shares; 2025Q1: 1,463 shares; 2025Q2: 1,781 shares; 2025Q3: 1,810 shares 1,810 $330K 0.1% +29 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,842 shares; 2024Q4: 2,574 shares; 2025Q1: 2,414 shares; 2025Q2: 2,412 shares; 2025Q3: 2,343 shares 2,343 $328K 0.1% -69 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,101 shares; 2025Q1: 930 shares; 2025Q2: 926 shares; 2025Q3: 859 shares 859 $326K 0.1% -67 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,797 shares; 2024Q4: 10,962 shares; 2025Q1: 10,973 shares; 2025Q2: 10,718 shares; 2025Q3: 10,042 shares 10,042 $322K 0.1% -676 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,877 shares; 2024Q4: 11,772 shares; 2025Q1: 11,797 shares; 2025Q2: 11,154 shares; 2025Q3: 12,926 shares 12,926 $322K 0.1% +1,772 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,426 shares; 2024Q4: 6,065 shares; 2025Q1: 6,033 shares; 2025Q2: 5,897 shares; 2025Q3: 7,170 shares 7,170 $320K 0.1% +1,273 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,034 shares; 2024Q4: 8,505 shares; 2025Q1: 9,288 shares; 2025Q2: 10,707 shares; 2025Q3: 12,845 shares 12,845 $317K 0.09% +2,138 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 886 shares; 2025Q1: 792 shares; 2025Q2: 789 shares; 2025Q3: 874 shares 874 $315K 0.09% +85 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,852 shares; 2025Q2: 2,964 shares; 2025Q3: 1,673 shares 1,673 $315K 0.09% -1,291 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 1,993 shares; 2025Q1: 1,941 shares; 2025Q2: not reported; 2025Q3: 2,529 shares 2,529 $314K 0.09% new Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 1,830 shares; 2025Q1: 1,707 shares; 2025Q2: 1,637 shares; 2025Q3: 1,530 shares 1,530 $314K 0.09% -107 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 1,087 shares; 2025Q1: 1,032 shares; 2025Q2: 976 shares; 2025Q3: 913 shares 913 $311K 0.09% -63 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 885 shares; 2025Q3: 900 shares 900 $310K 0.09% +15 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,149 shares; 2024Q4: 4,678 shares; 2025Q1: 4,550 shares; 2025Q2: 4,754 shares; 2025Q3: 4,152 shares 4,152 $308K 0.09% -602 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,959 shares; 2024Q4: 3,647 shares; 2025Q1: 4,171 shares; 2025Q2: 4,009 shares; 2025Q3: 4,081 shares 4,081 $307K 0.09% +72 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 2,507 shares; 2025Q1: 2,060 shares; 2025Q2: 1,986 shares; 2025Q3: 1,828 shares 1,828 $307K 0.09% -158 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 2,485 shares; 2025Q1: 2,454 shares; 2025Q2: 2,398 shares; 2025Q3: 2,428 shares 2,428 $302K 0.09% +30 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,378 shares; 2024Q4: 5,191 shares; 2025Q1: 5,457 shares; 2025Q2: 5,450 shares; 2025Q3: 5,349 shares 5,349 $296K 0.09% -101 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,022 shares; 2025Q2: 1,843 shares; 2025Q3: 2,264 shares 2,264 $288K 0.09% +421 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: not reported; 2025Q1: 3,269 shares; 2025Q2: 3,296 shares; 2025Q3: 3,155 shares 3,155 $286K 0.09% -141 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,178 shares; 2024Q4: 11,833 shares; 2025Q1: 10,292 shares; 2025Q2: 6,490 shares; 2025Q3: 5,719 shares 5,719 $283K 0.08% -771 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,018 shares; 2025Q3: 1,114 shares 1,114 $279K 0.08% +96 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,476 shares 1,476 $276K 0.08% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 1,368 shares; 2025Q1: 1,349 shares; 2025Q2: 1,638 shares; 2025Q3: 1,889 shares 1,889 $276K 0.08% +251 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,682 shares; 2025Q1: 1,603 shares; 2025Q2: 1,624 shares; 2025Q3: 1,917 shares 1,917 $276K 0.08% +293 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,307 shares 2,307 $275K 0.08% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,365 shares; 2024Q4: 4,426 shares; 2025Q1: 3,098 shares; 2025Q2: 2,591 shares; 2025Q3: 2,272 shares 2,272 $272K 0.08% -319 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,752 shares; 2024Q4: 3,459 shares; 2025Q1: 3,391 shares; 2025Q2: 3,269 shares; 2025Q3: 3,351 shares 3,351 $272K 0.08% +82 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 534 shares; 2025Q1: 389 shares; 2025Q2: 388 shares; 2025Q3: 295 shares 295 $271K 0.08% -93 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 955 shares; 2025Q1: 952 shares; 2025Q2: 951 shares; 2025Q3: 974 shares 974 $270K 0.08% +23 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,385 shares; 2024Q4: 4,792 shares; 2025Q1: 5,471 shares; 2025Q2: 5,280 shares; 2025Q3: 5,343 shares 5,343 $270K 0.08% +63 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,627 shares; 2025Q3: 5,260 shares 5,260 $269K 0.08% +633 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,225 shares; 2025Q2: 7,125 shares; 2025Q3: 7,211 shares 7,211 $263K 0.08% +86 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,368 shares 4,368 $263K 0.08% new MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 2,579 shares; 2025Q1: 2,247 shares; 2025Q2: 2,274 shares; 2025Q3: 1,594 shares 1,594 $261K 0.08% -680 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,205 shares 1,205 $261K 0.08% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,023 shares; 2025Q1: 986 shares; 2025Q2: 1,056 shares; 2025Q3: 837 shares 837 $250K 0.07% -219 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,764 shares; 2025Q3: 4,790 shares 4,790 $250K 0.07% +26 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 876 shares; 2025Q1: 838 shares; 2025Q2: 831 shares; 2025Q3: 512 shares 512 $249K 0.07% -319 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,892 shares; 2024Q4: 5,498 shares; 2025Q1: 4,894 shares; 2025Q2: 4,882 shares; 2025Q3: 4,531 shares 4,531 $249K 0.07% -351 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 569 shares; 2025Q1: 571 shares; 2025Q2: 569 shares; 2025Q3: 460 shares 460 $246K 0.07% -109 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: not reported; 2025Q1: 2,027 shares; 2025Q2: 1,983 shares; 2025Q3: 2,003 shares 2,003 $241K 0.07% +20 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 981 shares; 2025Q1: 879 shares; 2025Q2: 835 shares; 2025Q3: 696 shares 696 $238K 0.07% -139 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 890 shares 890 $236K 0.07% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,223 shares; 2024Q4: 5,032 shares; 2025Q1: 3,044 shares; 2025Q2: 3,044 shares; 2025Q3: 2,120 shares 2,120 $233K 0.07% -924 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,166 shares; 2024Q4: 11,782 shares; 2025Q1: 9,881 shares; 2025Q2: 9,207 shares; 2025Q3: 5,238 shares 5,238 $229K 0.07% -3,969 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 598 shares 598 $228K 0.07% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,676 shares; 2024Q4: 3,317 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,241 shares 2,241 $227K 0.07% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,577 shares; 2024Q4: 2,563 shares; 2025Q1: 2,467 shares; 2025Q2: 2,298 shares; 2025Q3: 1,632 shares 1,632 $226K 0.07% -666 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,077 shares; 2025Q3: 1,967 shares 1,967 $224K 0.07% -110 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,209 shares; 2025Q3: 2,303 shares 2,303 $222K 0.07% +94 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,226 shares; 2025Q1: 1,818 shares; 2025Q2: 1,347 shares; 2025Q3: 1,071 shares 1,071 $221K 0.07% -276 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,566 shares; 2024Q4: 3,342 shares; 2025Q1: 2,891 shares; 2025Q2: 2,461 shares; 2025Q3: 2,310 shares 2,310 $217K 0.07% -151 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 875 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 902 shares 902 $216K 0.06% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,697 shares 4,697 $215K 0.06% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: 1,197 shares; 2025Q1: 1,170 shares; 2025Q2: 1,161 shares; 2025Q3: 674 shares 674 $214K 0.06% -487 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,568 shares 4,568 $214K 0.06% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,775 shares 3,775 $213K 0.06% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,381 shares; 2024Q4: 5,759 shares; 2025Q1: 4,120 shares; 2025Q2: 3,766 shares; 2025Q3: 2,093 shares 2,093 $211K 0.06% -1,673 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,089 shares 1,089 $209K 0.06% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,320 shares; 2024Q4: 4,642 shares; 2025Q1: 4,710 shares; 2025Q2: 4,733 shares; 2025Q3: 2,617 shares 2,617 $207K 0.06% -2,116 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,544 shares 3,544 $205K 0.06% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,513 shares; 2025Q3: 1,065 shares 1,065 $203K 0.06% -448 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,679 shares 1,679 $201K 0.06% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 556 shares 556 $200K 0.06% new Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,158 shares 10,158 $195K 0.06% new Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,104 shares 22,104 $175K 0.05% new RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,473 shares 10,473 $174K 0.05% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,995 shares; 2024Q4: 10,840 shares; 2025Q1: 10,739 shares; 2025Q2: 10,290 shares; 2025Q3: 10,486 shares 10,486 $162K 0.05% +196 Timeline