FNLC FIRST BANCORP INC ME More: the full row for FIRST BANCORP INC ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726,289 shares; 2024Q4: 727,089 shares; 2025Q1: 727,589 shares; 2025Q2: 737,505 shares; 2025Q3: 748,982 shares 748,982 $19.7M 10.47% +11,477 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 322,552 shares; 2025Q2: 454,237 shares; 2025Q3: 465,794 shares 465,794 $14.7M 7.82% +11,557 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: 32,606 shares; 2024Q4: 34,168 shares; 2025Q1: 34,893 shares; 2025Q2: 36,918 shares; 2025Q3: 37,115 shares 37,115 $10.9M 5.8% +197 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,150 shares; 2024Q4: 170,577 shares; 2025Q1: 171,631 shares; 2025Q2: 170,703 shares; 2025Q3: 167,851 shares 167,851 $10.1M 5.35% -2,852 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: 18,166 shares; 2024Q4: 18,476 shares; 2025Q1: 19,709 shares; 2025Q2: 24,472 shares; 2025Q3: 29,855 shares 29,855 $7.59M 4.04% +5,383 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,112 shares; 2024Q4: 9,027 shares; 2025Q1: 10,028 shares; 2025Q2: 9,318 shares; 2025Q3: 9,448 shares 9,448 $7.05M 3.75% +130 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: 29,673 shares; 2024Q4: 28,492 shares; 2025Q1: 27,726 shares; 2025Q2: 26,501 shares; 2025Q3: 25,461 shares 25,461 $6.48M 3.45% -1,040 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: 10,686 shares; 2024Q4: 10,399 shares; 2025Q1: 10,157 shares; 2025Q2: 9,811 shares; 2025Q3: 9,564 shares 9,564 $4.95M 2.64% -247 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: 6,514 shares; 2024Q4: 6,452 shares; 2025Q1: 6,414 shares; 2025Q2: 5,823 shares; 2025Q3: 5,648 shares 5,648 $3.78M 2.01% -175 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,854 shares; 2024Q4: 9,764 shares; 2025Q1: 23,621 shares; 2025Q2: 23,628 shares; 2025Q3: 23,563 shares 23,563 $3.62M 1.93% -65 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,529 shares; 2024Q4: 6,809 shares; 2025Q1: 7,077 shares; 2025Q2: 8,034 shares; 2025Q3: 8,019 shares 8,019 $3.49M 1.86% -15 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: 58,676 shares; 2024Q4: 67,432 shares; 2025Q1: 67,482 shares; 2025Q2: 65,075 shares; 2025Q3: 59,836 shares 59,836 $3.24M 1.73% -5,239 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,389 shares; 2024Q4: 15,439 shares; 2025Q1: 16,155 shares; 2025Q2: 16,097 shares; 2025Q3: 16,072 shares 16,072 $3.21M 1.71% -25 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: 8,044 shares; 2024Q4: 9,360 shares; 2025Q1: 9,613 shares; 2025Q2: 10,990 shares; 2025Q3: 13,330 shares 13,330 $2.49M 1.32% +2,340 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,844 shares; 2024Q4: 45,619 shares; 2025Q1: 45,619 shares; 2025Q2: 45,619 shares; 2025Q3: 45,339 shares 45,339 $2.44M 1.3% -280 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: 11,489 shares; 2024Q4: 11,151 shares; 2025Q1: 11,471 shares; 2025Q2: 11,493 shares; 2025Q3: 10,858 shares 10,858 $2.38M 1.27% -635 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,716 shares; 2024Q4: 12,481 shares; 2025Q1: 12,481 shares; 2025Q2: 12,481 shares; 2025Q3: 12,456 shares 12,456 $2.34M 1.24% -25 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: 20,858 shares; 2024Q4: 20,067 shares; 2025Q1: 20,092 shares; 2025Q2: 21,251 shares; 2025Q3: 19,890 shares 19,890 $2.24M 1.19% -1,361 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: 9,179 shares; 2024Q4: 8,840 shares; 2025Q1: 8,855 shares; 2025Q2: 8,879 shares; 2025Q3: 8,451 shares 8,451 $2.05M 1.09% -428 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,060 shares; 2024Q4: 13,060 shares; 2025Q1: 13,060 shares; 2025Q2: 13,660 shares; 2025Q3: 13,660 shares 13,660 $1.9M 1.01% 0 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: 4,990 shares; 2024Q4: 9,961 shares; 2025Q1: 5,189 shares; 2025Q2: 4,829 shares; 2025Q3: 5,029 shares 5,029 $1.88M 1% +200 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: 5,092 shares; 2024Q4: 5,087 shares; 2025Q1: 5,090 shares; 2025Q2: 5,492 shares; 2025Q3: 5,732 shares 5,732 $1.81M 0.96% +240 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,488 shares; 2024Q4: 20,688 shares; 2025Q1: 21,014 shares; 2025Q2: 22,649 shares; 2025Q3: 26,165 shares 26,165 $1.78M 0.95% +3,516 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: 10,015 shares; 2024Q4: 9,752 shares; 2025Q1: 11,555 shares; 2025Q2: 9,871 shares; 2025Q3: 9,348 shares 9,348 $1.74M 0.93% -523 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: 18,421 shares; 2024Q4: 17,931 shares; 2025Q1: 18,431 shares; 2025Q2: 18,505 shares; 2025Q3: 18,650 shares 18,650 $1.74M 0.93% +145 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 6,076 shares; 2025Q1: 5,780 shares; 2025Q2: 5,640 shares; 2025Q3: 5,456 shares 5,456 $1.64M 0.87% -184 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: 8,186 shares; 2024Q4: 8,279 shares; 2025Q1: 8,339 shares; 2025Q2: 8,734 shares; 2025Q3: 8,759 shares 8,759 $1.62M 0.86% +25 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: 4,403 shares; 2024Q4: 4,255 shares; 2025Q1: 4,180 shares; 2025Q2: 4,639 shares; 2025Q3: 4,739 shares 4,739 $1.62M 0.86% +100 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 1,244 shares; 2025Q1: 1,307 shares; 2025Q2: 2,501 shares; 2025Q3: 2,401 shares 2,401 $1.6M 0.85% -100 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,535 shares; 2024Q4: 4,035 shares; 2025Q1: 4,035 shares; 2025Q2: 4,035 shares; 2025Q3: 4,035 shares 4,035 $1.6M 0.85% 0 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: 6,435 shares; 2024Q4: 6,263 shares; 2025Q1: 6,276 shares; 2025Q2: 6,181 shares; 2025Q3: 5,953 shares 5,953 $1.45M 0.77% -228 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,801 shares; 2025Q2: 12,796 shares; 2025Q3: 12,796 shares 12,796 $1.43M 0.76% 0 Timeline VGSH 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: 9,200 shares; 2024Q4: 9,200 shares; 2025Q1: 10,900 shares; 2025Q2: 13,675 shares; 2025Q3: 23,992 shares 23,992 $1.41M 0.75% +10,317 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,086 shares; 2024Q4: 9,086 shares; 2025Q1: 9,086 shares; 2025Q2: 9,086 shares; 2025Q3: 9,086 shares 9,086 $1.4M 0.75% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,487 shares; 2024Q4: 11,487 shares; 2025Q1: 11,487 shares; 2025Q2: 11,487 shares; 2025Q3: 11,528 shares 11,528 $1.27M 0.68% +41 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,681 shares; 2024Q4: 2,597 shares; 2025Q1: 2,588 shares; 2025Q2: 2,494 shares; 2025Q3: 2,409 shares 2,409 $1.21M 0.64% -85 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,684 shares; 2024Q4: 5,684 shares; 2025Q1: 5,523 shares; 2025Q2: 5,508 shares; 2025Q3: 5,508 shares 5,508 $1.19M 0.63% 0 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: 1,787 shares; 2024Q4: 1,904 shares; 2025Q1: 1,949 shares; 2025Q2: 2,190 shares; 2025Q3: 2,429 shares 2,429 $1.16M 0.62% +239 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,028 shares; 2024Q4: 3,981 shares; 2025Q1: 3,892 shares; 2025Q2: 4,032 shares; 2025Q3: 3,947 shares 3,947 $1.11M 0.59% -85 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,236 shares; 2024Q4: 6,226 shares; 2025Q1: 6,532 shares; 2025Q2: 6,519 shares; 2025Q3: 6,519 shares 6,519 $1.09M 0.58% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 5,557 shares; 2025Q1: 5,639 shares; 2025Q2: 5,639 shares; 2025Q3: 5,631 shares 5,631 $1.07M 0.57% -8 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares 6,000 $1.06M 0.56% 0 Timeline IWO 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: 2,260 shares; 2024Q4: 2,260 shares; 2025Q1: 2,260 shares; 2025Q2: 3,260 shares; 2025Q3: 3,260 shares 3,260 $1.04M 0.56% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 2,480 shares; 2025Q1: 2,610 shares; 2025Q2: 2,735 shares; 2025Q3: 2,735 shares 2,735 $972K 0.52% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,614 shares; 2024Q4: 7,614 shares; 2025Q1: 7,614 shares; 2025Q2: 7,667 shares; 2025Q3: 7,835 shares 7,835 $931K 0.5% +168 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,275 shares; 2024Q4: 8,175 shares; 2025Q1: 8,175 shares; 2025Q2: 8,990 shares; 2025Q3: 8,750 shares 8,750 $902K 0.48% -240 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,407 shares; 2024Q4: 7,202 shares; 2025Q1: 7,145 shares; 2025Q2: 7,145 shares; 2025Q3: 6,975 shares 6,975 $878K 0.47% -170 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,459 shares; 2025Q1: 1,431 shares; 2025Q2: 1,430 shares; 2025Q3: 1,387 shares 1,387 $853K 0.45% -43 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: 7,325 shares; 2024Q4: 8,086 shares; 2025Q1: 8,275 shares; 2025Q2: 8,275 shares; 2025Q3: 8,175 shares 8,175 $830K 0.44% -100 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,176 shares; 2025Q2: 1,212 shares; 2025Q3: 1,344 shares 1,344 $823K 0.44% +132 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,745 shares; 2024Q4: 3,730 shares; 2025Q1: 3,730 shares; 2025Q2: 3,730 shares; 2025Q3: 3,730 shares 3,730 $797K 0.42% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,027 shares; 2025Q1: 3,649 shares; 2025Q2: 3,507 shares; 2025Q3: 3,327 shares 3,327 $788K 0.42% -180 Timeline VTWO 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: 7,974 shares; 2024Q4: 7,974 shares; 2025Q1: 7,974 shares; 2025Q2: 7,974 shares; 2025Q3: 7,997 shares 7,997 $782K 0.42% +23 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,131 shares; 2024Q4: 20,561 shares; 2025Q1: 19,209 shares; 2025Q2: 19,893 shares; 2025Q3: 17,373 shares 17,373 $764K 0.41% -2,520 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: 8,936 shares; 2024Q4: 8,313 shares; 2025Q1: 8,313 shares; 2025Q2: 8,350 shares; 2025Q3: 8,198 shares 8,198 $749K 0.4% -152 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: 2,240 shares; 2024Q4: 2,236 shares; 2025Q1: 2,238 shares; 2025Q2: 3,017 shares; 2025Q3: 3,232 shares 3,232 $748K 0.4% +215 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: 4,479 shares; 2024Q4: 4,479 shares; 2025Q1: 4,782 shares; 2025Q2: 5,049 shares; 2025Q3: 5,189 shares 5,189 $729K 0.39% +140 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,341 shares; 2024Q4: 1,315 shares; 2025Q1: 1,296 shares; 2025Q2: 1,196 shares; 2025Q3: 1,132 shares 1,132 $723K 0.38% -64 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: 30,496 shares; 2024Q4: 32,893 shares; 2025Q1: 30,197 shares; 2025Q2: 27,997 shares; 2025Q3: 24,832 shares 24,832 $701K 0.37% -3,165 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: 2,773 shares; 2024Q4: 6,273 shares; 2025Q1: 6,273 shares; 2025Q2: 6,273 shares; 2025Q3: 6,696 shares 6,696 $646K 0.34% +423 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: 9,776 shares; 2024Q4: 9,749 shares; 2025Q1: 9,449 shares; 2025Q2: 9,372 shares; 2025Q3: 9,372 shares 9,372 $641K 0.34% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,116 shares; 2024Q4: 8,020 shares; 2025Q1: 8,470 shares; 2025Q2: 7,834 shares; 2025Q3: 7,564 shares 7,564 $634K 0.34% -270 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,801 shares; 2024Q4: 8,839 shares; 2025Q1: 8,839 shares; 2025Q2: 9,370 shares; 2025Q3: 9,495 shares 9,495 $630K 0.34% +125 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,600 shares; 2025Q3: 8,600 shares 8,600 $623K 0.33% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,177 shares; 2024Q4: 2,170 shares; 2025Q1: 2,168 shares; 2025Q2: 1,988 shares; 2025Q3: 2,036 shares 2,036 $612K 0.33% +48 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,723 shares; 2025Q1: 2,725 shares; 2025Q2: 2,635 shares; 2025Q3: 2,575 shares 2,575 $609K 0.32% -60 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,292 shares; 2024Q4: 3,268 shares; 2025Q1: 3,247 shares; 2025Q2: 4,652 shares; 2025Q3: 4,537 shares 4,537 $608K 0.32% -115 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,619 shares; 2024Q4: 4,599 shares; 2025Q1: 4,649 shares; 2025Q2: 5,613 shares; 2025Q3: 5,148 shares 5,148 $589K 0.31% -465 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,936 shares; 2025Q1: 1,933 shares; 2025Q2: 1,951 shares; 2025Q3: 1,931 shares 1,931 $587K 0.31% -20 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 960 shares; 2025Q1: 971 shares; 2025Q2: 971 shares; 2025Q3: 971 shares 971 $583K 0.31% 0 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: 10,923 shares; 2024Q4: 10,897 shares; 2025Q1: 10,681 shares; 2025Q2: 10,681 shares; 2025Q3: 11,381 shares 11,381 $550K 0.29% +700 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,644 shares; 2024Q4: 7,592 shares; 2025Q1: 7,534 shares; 2025Q2: 8,032 shares; 2025Q3: 7,202 shares 7,202 $544K 0.29% -830 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,305 shares; 2024Q4: 4,336 shares; 2025Q1: 4,336 shares; 2025Q2: 4,261 shares; 2025Q3: 4,096 shares 4,096 $537K 0.29% -165 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: 3,100 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $524K 0.28% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 1,912 shares; 2025Q1: 1,907 shares; 2025Q2: 1,842 shares; 2025Q3: 1,755 shares 1,755 $506K 0.27% -87 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: 1,760 shares; 2024Q4: 1,649 shares; 2025Q1: 1,547 shares; 2025Q2: 1,537 shares; 2025Q3: 1,462 shares 1,462 $486K 0.26% -75 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: 784 shares; 2024Q4: 771 shares; 2025Q1: 774 shares; 2025Q2: 648 shares; 2025Q3: 635 shares 635 $466K 0.25% -13 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 2,262 shares; 2025Q1: 2,262 shares; 2025Q2: 2,258 shares; 2025Q3: 2,188 shares 2,188 $461K 0.25% -70 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 736 shares; 2024Q4: 732 shares; 2025Q1: 732 shares; 2025Q2: 809 shares; 2025Q3: 805 shares 805 $458K 0.24% -4 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695 shares; 2024Q4: 641 shares; 2025Q1: 641 shares; 2025Q2: 641 shares; 2025Q3: 583 shares 583 $450K 0.24% -58 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: 17,486 shares; 2024Q4: 17,847 shares; 2025Q1: 17,070 shares; 2025Q2: 18,215 shares; 2025Q3: 17,525 shares 17,525 $447K 0.24% -690 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: 2,527 shares; 2024Q4: 2,537 shares; 2025Q1: 2,880 shares; 2025Q2: 2,826 shares; 2025Q3: 2,861 shares 2,861 $444K 0.24% +35 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,329 shares; 2024Q4: 4,192 shares; 2025Q1: 4,830 shares; 2025Q2: 5,109 shares; 2025Q3: 5,284 shares 5,284 $443K 0.24% +175 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 78 shares; 2025Q3: 78 shares 78 $421K 0.22% 0 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $419K 0.22% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,720 shares; 2024Q4: 4,720 shares; 2025Q1: 4,720 shares; 2025Q2: 4,645 shares; 2025Q3: 4,645 shares 4,645 $416K 0.22% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,758 shares; 2024Q4: 4,763 shares; 2025Q1: 4,728 shares; 2025Q2: 5,145 shares; 2025Q3: 5,005 shares 5,005 $400K 0.21% -140 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 6,163 shares; 2025Q1: 6,163 shares; 2025Q2: 6,163 shares; 2025Q3: 6,125 shares 6,125 $400K 0.21% -38 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: 1,146 shares; 2024Q4: 1,169 shares; 2025Q1: 1,171 shares; 2025Q2: 998 shares; 2025Q3: 958 shares 958 $388K 0.21% -40 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: 815 shares; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: 825 shares; 2025Q3: 825 shares 825 $386K 0.21% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,378 shares; 2024Q4: 2,363 shares; 2025Q1: 2,336 shares; 2025Q2: 2,331 shares; 2025Q3: 2,314 shares 2,314 $385K 0.2% -17 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 1,918 shares; 2025Q1: 1,878 shares; 2025Q2: 1,856 shares; 2025Q3: 1,856 shares 1,856 $378K 0.2% 0 Timeline KRE 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: 6,194 shares; 2024Q4: 6,194 shares; 2025Q1: 6,194 shares; 2025Q2: 6,194 shares; 2025Q3: 5,929 shares 5,929 $375K 0.2% -265 Timeline MXI 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: 4,530 shares; 2024Q4: 4,370 shares; 2025Q1: 4,370 shares; 2025Q2: 4,120 shares; 2025Q3: 4,050 shares 4,050 $375K 0.2% -70 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: not reported; 2024Q4: 1,304 shares; 2025Q1: not reported; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares 1,132 $373K 0.2% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 353 shares; 2025Q1: 352 shares; 2025Q2: 317 shares; 2025Q3: 312 shares 312 $364K 0.19% -5 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: 6,215 shares; 2024Q4: 6,115 shares; 2025Q1: 6,099 shares; 2025Q2: 6,137 shares; 2025Q3: 7,037 shares 7,037 $363K 0.19% +900 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: 2,162 shares; 2024Q4: 2,268 shares; 2025Q1: 2,261 shares; 2025Q2: 2,318 shares; 2025Q3: 2,183 shares 2,183 $354K 0.19% -135 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 3,862 shares; 2025Q1: 3,871 shares; 2025Q2: 3,835 shares; 2025Q3: 3,735 shares 3,735 $353K 0.19% -100 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 1,531 shares; 2025Q1: 1,531 shares; 2025Q2: 1,528 shares; 2025Q3: 1,878 shares 1,878 $352K 0.19% +350 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: 2,898 shares; 2025Q1: 2,806 shares; 2025Q2: 2,391 shares; 2025Q3: 2,161 shares 2,161 $350K 0.19% -230 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: 1,220 shares; 2024Q4: 1,132 shares; 2025Q1: 1,061 shares; 2025Q2: 836 shares; 2025Q3: 779 shares 779 $346K 0.18% -57 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 484 shares; 2025Q1: 488 shares; 2025Q2: 483 shares; 2025Q3: 683 shares 683 $341K 0.18% +200 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,706 shares; 2024Q4: 1,600 shares; 2025Q1: 1,866 shares; 2025Q2: 1,866 shares; 2025Q3: 1,986 shares 1,986 $308K 0.16% +120 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,831 shares; 2024Q4: 9,831 shares; 2025Q1: 9,831 shares; 2025Q2: 9,831 shares; 2025Q3: 9,831 shares 9,831 $307K 0.16% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares 1,175 $305K 0.16% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,249 shares; 2025Q3: 9,089 shares 9,089 $305K 0.16% -160 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 509 shares; 2025Q1: 492 shares; 2025Q2: 442 shares; 2025Q3: 398 shares 398 $304K 0.16% -44 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: 6,034 shares; 2024Q4: 6,034 shares; 2025Q1: 6,034 shares; 2025Q2: 5,532 shares; 2025Q3: 5,639 shares 5,639 $301K 0.16% +107 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: 1,151 shares; 2024Q4: 1,106 shares; 2025Q1: 1,103 shares; 2025Q2: 1,103 shares; 2025Q3: 1,205 shares 1,205 $296K 0.16% +102 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,070 shares; 2025Q3: 995 shares 995 $292K 0.16% -75 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,297 shares; 2025Q1: 1,297 shares; 2025Q2: 1,277 shares; 2025Q3: 1,187 shares 1,187 $280K 0.15% -90 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,423 shares; 2024Q4: 6,285 shares; 2025Q1: 6,285 shares; 2025Q2: 6,221 shares; 2025Q3: 6,116 shares 6,116 $276K 0.15% -105 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,255 shares; 2025Q3: 1,255 shares 1,255 $267K 0.14% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,844 shares; 2025Q3: 5,844 shares 5,844 $261K 0.14% 0 Timeline EFAX 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: 5,117 shares; 2024Q4: 5,117 shares; 2025Q1: 5,117 shares; 2025Q2: 5,117 shares; 2025Q3: 5,117 shares 5,117 $252K 0.13% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 897 shares; 2025Q3: 897 shares 897 $251K 0.13% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,210 shares 3,210 $242K 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000 $241K 0.13% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 625 shares; 2025Q3: 625 shares 625 $231K 0.12% 0 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,126 shares; 2024Q4: 6,744 shares; 2025Q1: 7,347 shares; 2025Q2: 7,347 shares; 2025Q3: 7,347 shares 7,347 $224K 0.12% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 486 shares; 2025Q1: 509 shares; 2025Q2: 489 shares; 2025Q3: 481 shares 481 $220K 0.12% -8 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 4,145 shares; 2025Q1: 2,275 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares 2,200 $217K 0.12% 0 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: 1,832 shares; 2024Q4: 1,832 shares; 2025Q1: 1,832 shares; 2025Q2: 1,738 shares; 2025Q3: 1,738 shares 1,738 $216K 0.12% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,689 shares; 2025Q1: 1,843 shares; 2025Q2: not reported; 2025Q3: 1,077 shares 1,077 $211K 0.11% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,733 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,322 shares; 2025Q3: 3,322 shares 3,322 $208K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,433 shares 1,433 $204K 0.11% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 1,934 shares; 2025Q1: 1,934 shares; 2025Q2: 1,934 shares; 2025Q3: 1,934 shares 1,934 $203K 0.11% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: not reported; 2025Q1: 750 shares; 2025Q2: not reported; 2025Q3: 720 shares 720 $203K 0.11% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,738 shares; 2024Q4: 19,059 shares; 2025Q1: 21,059 shares; 2025Q2: 14,250 shares; 2025Q3: 14,250 shares 14,250 $170K 0.09% 0 Timeline