VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 877,618 shares; 2024Q4: 878,973 shares; 2025Q1: 902,459 shares; 2025Q2: 902,062 shares; 2025Q3: 807,129 shares; 2025Q4: 788,902 shares 788,902 $264M 24.29% -18,227 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,657,693 shares; 2024Q4: 1,664,076 shares; 2025Q1: 1,710,950 shares; 2025Q2: 1,703,005 shares; 2025Q3: 1,520,975 shares; 2025Q4: 1,513,690 shares 1,513,690 $135M 12.43% -7,285 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,112 shares; 2024Q4: 203,157 shares; 2025Q1: 205,734 shares; 2025Q2: 205,395 shares; 2025Q3: 187,768 shares; 2025Q4: 182,074 shares 182,074 $86.2M 7.91% -5,694 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 529,655 shares; 2024Q4: 533,412 shares; 2025Q1: 569,509 shares; 2025Q2: 562,741 shares; 2025Q3: 499,418 shares; 2025Q4: 492,711 shares 492,711 $59.2M 5.44% -6,707 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 898,495 shares; 2024Q4: 904,501 shares; 2025Q1: 936,380 shares; 2025Q2: 937,050 shares; 2025Q3: 824,026 shares; 2025Q4: 822,044 shares 822,044 $57.1M 5.24% -1,982 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,403 shares; 2024Q4: 287,455 shares; 2025Q1: 296,034 shares; 2025Q2: 295,296 shares; 2025Q3: 265,429 shares; 2025Q4: 262,423 shares 262,423 $55.2M 5.07% -3,006 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 749,645 shares; 2024Q4: 754,722 shares; 2025Q1: 793,501 shares; 2025Q2: 790,118 shares; 2025Q3: 704,170 shares; 2025Q4: 696,772 shares 696,772 $46M 4.22% -7,398 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,275 shares; 2024Q4: 416,621 shares; 2025Q1: 379,765 shares; 2025Q2: 356,904 shares; 2025Q3: 363,294 shares; 2025Q4: 381,535 shares 381,535 $38.1M 3.5% +18,241 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,854 shares; 2024Q4: 42,830 shares; 2025Q1: 43,995 shares; 2025Q2: 43,995 shares; 2025Q3: 43,791 shares; 2025Q4: 43,791 shares 43,791 $29.9M 2.74% 0 Timeline FBIZ FIRST BUSINESS FINL SVCS INC More: the full row for FIRST BUSINESS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 365,912 shares; 2024Q4: 376,088 shares; 2025Q1: 393,819 shares; 2025Q2: 394,491 shares; 2025Q3: 374,233 shares; 2025Q4: 361,311 shares 361,311 $19.6M 1.8% -12,922 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,760 shares; 2024Q4: 84,189 shares; 2025Q1: 90,986 shares; 2025Q2: 101,713 shares; 2025Q3: 93,654 shares; 2025Q4: 94,501 shares 94,501 $17.6M 1.62% +847 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,144 shares; 2024Q4: 58,728 shares; 2025Q1: 61,193 shares; 2025Q2: 59,631 shares; 2025Q3: 56,477 shares; 2025Q4: 56,928 shares 56,928 $15.5M 1.42% +451 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,742 shares; 2024Q4: 38,053 shares; 2025Q1: 40,983 shares; 2025Q2: 39,937 shares; 2025Q3: 36,835 shares; 2025Q4: 37,823 shares 37,823 $13.1M 1.2% +988 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,444 shares; 2024Q4: 37,275 shares; 2025Q1: 39,630 shares; 2025Q2: 40,748 shares; 2025Q3: 38,376 shares; 2025Q4: 38,978 shares 38,978 $12.2M 1.12% +602 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,911 shares; 2024Q4: 206,520 shares; 2025Q1: 207,948 shares; 2025Q2: 197,067 shares; 2025Q3: 202,797 shares; 2025Q4: 217,698 shares 217,698 $11M 1.01% +14,901 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,907 shares; 2024Q4: 31,355 shares; 2025Q1: 33,072 shares; 2025Q2: 33,950 shares; 2025Q3: 31,583 shares; 2025Q4: 32,107 shares 32,107 $10.3M 0.95% +524 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,335 shares; 2024Q4: 18,548 shares; 2025Q1: 19,306 shares; 2025Q2: 18,123 shares; 2025Q3: 18,803 shares; 2025Q4: 17,678 shares 17,678 $8.55M 0.79% -1,125 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,415 shares; 2025Q1: 64,524 shares; 2025Q2: 65,876 shares; 2025Q3: 57,092 shares; 2025Q4: 59,041 shares 59,041 $7.74M 0.71% +1,949 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,361 shares; 2024Q4: 22,474 shares; 2025Q1: 24,301 shares; 2025Q2: 27,680 shares; 2025Q3: 25,956 shares; 2025Q4: 26,740 shares 26,740 $6.25M 0.57% +784 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,894 shares; 2024Q4: 6,015 shares; 2025Q1: 6,530 shares; 2025Q2: 6,180 shares; 2025Q3: 5,601 shares; 2025Q4: 5,719 shares 5,719 $6.15M 0.56% +118 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,746 shares; 2024Q4: 12,794 shares; 2025Q1: 13,352 shares; 2025Q2: 14,628 shares; 2025Q3: 13,845 shares; 2025Q4: 14,111 shares 14,111 $5.96M 0.55% +266 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,285 shares; 2024Q4: 13,285 shares; 2025Q1: 13,135 shares; 2025Q2: 18,249 shares; 2025Q3: 18,249 shares; 2025Q4: 36,498 shares 36,498 $5.25M 0.48% +18,249 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,335 shares; 2024Q4: 20,335 shares; 2025Q1: 20,335 shares; 2025Q2: 20,335 shares; 2025Q3: 20,335 shares; 2025Q4: 20,335 shares 20,335 $5.09M 0.47% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,162 shares; 2025Q1: 43,532 shares; 2025Q2: 43,042 shares; 2025Q3: 43,656 shares; 2025Q4: 45,130 shares 45,130 $4.83M 0.44% +1,474 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,255 shares; 2024Q4: 13,585 shares; 2025Q1: 14,559 shares; 2025Q2: 15,612 shares; 2025Q3: 13,344 shares; 2025Q4: 13,742 shares 13,742 $4.64M 0.43% +398 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,585 shares; 2025Q1: 31,433 shares; 2025Q2: 29,280 shares; 2025Q3: 26,211 shares; 2025Q4: 26,859 shares 26,859 $4.6M 0.42% +648 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares 6 $4.53M 0.42% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,361 shares; 2024Q4: 41,999 shares; 2025Q1: 45,303 shares; 2025Q2: 38,852 shares; 2025Q3: 34,915 shares; 2025Q4: 35,927 shares 35,927 $4.19M 0.38% +1,012 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 5,873 shares; 2025Q1: 5,873 shares; 2025Q2: 5,873 shares; 2025Q3: 5,873 shares; 2025Q4: 5,873 shares 5,873 $4.02M 0.37% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,232 shares; 2024Q4: 60,947 shares; 2025Q1: 65,965 shares; 2025Q2: 71,543 shares; 2025Q3: 69,648 shares; 2025Q4: 71,291 shares 71,291 $3.92M 0.36% +1,643 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,076 shares; 2024Q4: 4,180 shares; 2025Q1: 4,508 shares; 2025Q2: 4,584 shares; 2025Q3: 4,179 shares; 2025Q4: 4,208 shares 4,208 $3.63M 0.33% +29 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,817 shares; 2024Q4: 13,224 shares; 2025Q1: 14,148 shares; 2025Q2: 13,433 shares; 2025Q3: 11,623 shares; 2025Q4: 11,959 shares 11,959 $3.24M 0.3% +336 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,135 shares; 2024Q4: 27,646 shares; 2025Q1: 29,024 shares; 2025Q2: 29,272 shares; 2025Q3: 26,362 shares; 2025Q4: 26,898 shares 26,898 $3.24M 0.3% +536 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,940 shares; 2024Q4: 10,355 shares; 2025Q1: 11,309 shares; 2025Q2: 11,406 shares; 2025Q3: 10,616 shares; 2025Q4: 10,953 shares 10,953 $3.1M 0.28% +337 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,627 shares; 2024Q4: 8,905 shares; 2025Q1: 9,550 shares; 2025Q2: 9,498 shares; 2025Q3: 8,430 shares; 2025Q4: 8,689 shares 8,689 $3.05M 0.28% +259 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,244 shares; 2024Q4: 9,574 shares; 2025Q1: 10,327 shares; 2025Q2: 9,805 shares; 2025Q3: 8,540 shares; 2025Q4: 8,822 shares 8,822 $2.97M 0.27% +282 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,581 shares; 2025Q3: 17,203 shares; 2025Q4: 17,808 shares 17,808 $2.9M 0.27% +605 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,286 shares; 2024Q4: 15,886 shares; 2025Q1: 17,216 shares; 2025Q2: 16,949 shares; 2025Q3: 14,682 shares; 2025Q4: 14,190 shares 14,190 $2.9M 0.27% -492 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,343 shares; 2024Q4: 14,830 shares; 2025Q1: 16,094 shares; 2025Q2: 15,191 shares; 2025Q3: 13,679 shares; 2025Q4: 14,101 shares 14,101 $2.86M 0.26% +422 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,386 shares; 2024Q4: 18,528 shares; 2025Q1: 19,756 shares; 2025Q2: 19,388 shares; 2025Q3: 17,155 shares; 2025Q4: 25,141 shares 25,141 $2.84M 0.26% +7,986 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,483 shares; 2024Q4: 19,561 shares; 2025Q1: 21,013 shares; 2025Q2: 20,025 shares; 2025Q3: 17,798 shares; 2025Q4: 17,940 shares 17,940 $2.76M 0.25% +142 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,335 shares; 2024Q4: 23,945 shares; 2025Q1: 22,918 shares; 2025Q2: 38,152 shares; 2025Q3: 37,455 shares; 2025Q4: 38,069 shares 38,069 $2.66M 0.24% +614 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,494 shares; 2024Q4: 12,708 shares; 2025Q1: 13,557 shares; 2025Q2: 14,356 shares; 2025Q3: 12,715 shares; 2025Q4: 12,495 shares 12,495 $2.65M 0.24% -220 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 938 shares; 2025Q1: 938 shares; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares; 2025Q4: 3,843 shares 3,843 $2.54M 0.23% +2,705 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,654 shares; 2024Q4: 8,654 shares; 2025Q1: 9,169 shares; 2025Q2: 9,569 shares; 2025Q3: 10,929 shares; 2025Q4: 10,829 shares 10,829 $2.5M 0.23% -100 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,307 shares; 2024Q4: 24,674 shares; 2025Q1: 26,501 shares; 2025Q2: 32,379 shares; 2025Q3: 29,560 shares; 2025Q4: 30,371 shares 30,371 $2.44M 0.22% +811 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,252 shares; 2024Q4: 27,252 shares; 2025Q1: 27,252 shares; 2025Q2: 27,252 shares; 2025Q3: 27,122 shares; 2025Q4: 54,244 shares 54,244 $2.43M 0.22% +27,122 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,163 shares; 2024Q4: 15,620 shares; 2025Q1: 16,629 shares; 2025Q2: 16,389 shares; 2025Q3: 14,332 shares; 2025Q4: 14,745 shares 14,745 $2.39M 0.22% +413 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,979 shares; 2024Q4: 52,106 shares; 2025Q1: 54,432 shares; 2025Q2: 35,766 shares; 2025Q3: 30,679 shares; 2025Q4: 30,321 shares 30,321 $2.34M 0.21% -358 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,713 shares; 2024Q4: 2,809 shares; 2025Q1: 2,964 shares; 2025Q2: 3,278 shares; 2025Q3: 2,845 shares; 2025Q4: 2,947 shares 2,947 $2.26M 0.21% +102 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,013 shares; 2024Q4: 14,013 shares; 2025Q1: 14,013 shares; 2025Q2: 14,013 shares; 2025Q3: 14,013 shares; 2025Q4: 14,013 shares 14,013 $2.17M 0.2% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,476 shares; 2024Q4: 7,476 shares; 2025Q1: 7,476 shares; 2025Q2: 7,416 shares; 2025Q3: 7,216 shares; 2025Q4: 6,896 shares 6,896 $2.16M 0.2% -320 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,156 shares; 2024Q4: 12,642 shares; 2025Q1: 13,522 shares; 2025Q2: 13,067 shares; 2025Q3: 12,033 shares; 2025Q4: 12,335 shares 12,335 $2.14M 0.2% +302 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,900 shares; 2025Q2: 5,180 shares; 2025Q3: 5,180 shares; 2025Q4: 5,247 shares 5,247 $2.08M 0.19% +67 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,015 shares; 2025Q3: 14,579 shares; 2025Q4: 15,109 shares 15,109 $2.04M 0.19% +530 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,764 shares; 2024Q4: 8,802 shares; 2025Q1: 9,290 shares; 2025Q2: 8,933 shares; 2025Q3: 8,088 shares; 2025Q4: 8,360 shares 8,360 $2.02M 0.19% +272 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,718 shares; 2025Q3: 1,995 shares; 2025Q4: 19,889 shares 19,889 $1.86M 0.17% +17,894 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,553 shares; 2024Q4: 9,806 shares; 2025Q1: 10,309 shares; 2025Q2: 9,466 shares; 2025Q3: 8,422 shares; 2025Q4: 7,925 shares 7,925 $1.79M 0.16% -497 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,878 shares; 2024Q4: 11,247 shares; 2025Q1: 12,070 shares; 2025Q2: 10,662 shares; 2025Q3: 9,229 shares; 2025Q4: 9,536 shares 9,536 $1.75M 0.16% +307 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,537 shares; 2024Q4: 10,487 shares; 2025Q1: 10,487 shares; 2025Q2: 10,487 shares; 2025Q3: 10,487 shares; 2025Q4: 10,458 shares 10,458 $1.68M 0.15% -29 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,578 shares; 2024Q4: 5,578 shares; 2025Q1: 5,578 shares; 2025Q2: 5,578 shares; 2025Q3: 4,244 shares; 2025Q4: 4,244 shares 4,244 $1.58M 0.15% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,791 shares; 2024Q4: 10,172 shares; 2025Q1: 10,989 shares; 2025Q2: 10,004 shares; 2025Q3: 8,985 shares; 2025Q4: 9,169 shares 9,169 $1.57M 0.14% +184 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,994 shares; 2024Q4: 7,409 shares; 2025Q1: 7,409 shares; 2025Q2: 7,428 shares; 2025Q3: 7,278 shares; 2025Q4: 6,840 shares 6,840 $1.56M 0.14% -438 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,651 shares; 2024Q4: 5,651 shares; 2025Q1: 5,651 shares; 2025Q2: 6,451 shares; 2025Q3: 6,451 shares; 2025Q4: 12,902 shares 12,902 $1.54M 0.14% +6,451 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,742 shares; 2025Q3: 11,845 shares; 2025Q4: 12,110 shares 12,110 $1.52M 0.14% +265 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,991 shares; 2024Q4: 9,991 shares; 2025Q1: 9,198 shares; 2025Q2: 9,198 shares; 2025Q3: 8,116 shares; 2025Q4: 8,116 shares 8,116 $1.44M 0.13% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,935 shares; 2024Q4: 25,668 shares; 2025Q1: 27,409 shares; 2025Q2: 25,550 shares; 2025Q3: 21,530 shares; 2025Q4: 22,507 shares 22,507 $1.41M 0.13% +977 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,970 shares; 2024Q4: 40,154 shares; 2025Q1: 42,657 shares; 2025Q2: 43,929 shares; 2025Q3: 39,793 shares; 2025Q4: 35,613 shares 35,613 $1.37M 0.13% -4,180 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,095 shares; 2024Q4: 24,095 shares; 2025Q1: 24,095 shares; 2025Q2: 24,095 shares; 2025Q3: 24,095 shares; 2025Q4: 24,095 shares 24,095 $1.32M 0.12% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,599 shares; 2025Q4: 11,322 shares 11,322 $1.31M 0.12% +723 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,129 shares; 2024Q4: 5,129 shares; 2025Q1: 5,129 shares; 2025Q2: 7,596 shares; 2025Q3: 5,039 shares; 2025Q4: 5,039 shares 5,039 $1.3M 0.12% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,777 shares; 2025Q3: 7,962 shares; 2025Q4: 8,636 shares 8,636 $1.25M 0.11% +674 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,923 shares; 2024Q4: 5,923 shares; 2025Q1: 5,923 shares; 2025Q2: 5,642 shares; 2025Q3: 5,020 shares; 2025Q4: 4,950 shares 4,950 $1.22M 0.11% -70 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares 6,200 $1.2M 0.11% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,276 shares; 2025Q3: 4,139 shares; 2025Q4: 4,295 shares 4,295 $1.14M 0.1% +156 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,229 shares; 2024Q4: 4,167 shares; 2025Q1: 4,167 shares; 2025Q2: 4,167 shares; 2025Q3: 4,167 shares; 2025Q4: 3,884 shares 3,884 $1.04M 0.1% -283 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,706 shares; 2024Q4: 1,706 shares; 2025Q1: 2,172 shares; 2025Q2: 2,247 shares; 2025Q3: 2,047 shares; 2025Q4: 2,047 shares 2,047 $1.03M 0.09% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 3,132 shares; 2025Q1: 3,132 shares; 2025Q2: 3,132 shares; 2025Q3: 3,132 shares; 2025Q4: 3,132 shares 3,132 $1.01M 0.09% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,302 shares; 2025Q3: 11,538 shares; 2025Q4: 12,370 shares 12,370 $977K 0.09% +832 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,324 shares; 2024Q4: 5,324 shares; 2025Q1: 5,364 shares; 2025Q2: 5,214 shares; 2025Q3: 4,947 shares; 2025Q4: 4,635 shares 4,635 $959K 0.09% -312 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,895 shares; 2024Q4: 9,469 shares; 2025Q1: 9,320 shares; 2025Q2: 9,051 shares; 2025Q3: 8,824 shares; 2025Q4: 8,804 shares 8,804 $927K 0.09% -20 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,056 shares; 2024Q4: 8,056 shares; 2025Q1: 8,610 shares; 2025Q2: 8,610 shares; 2025Q3: 8,592 shares; 2025Q4: 8,309 shares 8,309 $926K 0.09% -283 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,490 shares; 2024Q4: 7,490 shares; 2025Q1: 7,245 shares; 2025Q2: 7,245 shares; 2025Q3: 7,345 shares; 2025Q4: 6,360 shares 6,360 $911K 0.08% -985 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 830 shares; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 831 shares; 2025Q4: 835 shares 835 $894K 0.08% +4 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 652 shares; 2024Q4: 652 shares; 2025Q1: 652 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 652 shares 652 $867K 0.08% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,694 shares; 2024Q4: 21,653 shares; 2025Q1: 20,949 shares; 2025Q2: 21,249 shares; 2025Q3: 21,003 shares; 2025Q4: 19,185 shares 19,185 $864K 0.08% -1,818 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 2,832 shares; 2025Q1: 2,969 shares; 2025Q2: 2,969 shares; 2025Q3: 2,969 shares; 2025Q4: 2,969 shares 2,969 $862K 0.08% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,057 shares; 2024Q4: 7,057 shares; 2025Q1: 7,057 shares; 2025Q2: 7,057 shares; 2025Q3: 7,057 shares; 2025Q4: 7,317 shares 7,317 $861K 0.08% +260 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,455 shares; 2024Q4: 13,455 shares; 2025Q1: 11,739 shares; 2025Q2: 7,484 shares; 2025Q3: 7,484 shares; 2025Q4: 7,484 shares 7,484 $859K 0.08% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,604 shares; 2024Q4: 4,604 shares; 2025Q1: 4,604 shares; 2025Q2: 4,604 shares; 2025Q3: 4,604 shares; 2025Q4: 4,604 shares 4,604 $834K 0.08% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,694 shares; 2024Q4: 8,694 shares; 2025Q1: 8,694 shares; 2025Q2: 8,694 shares; 2025Q3: 8,694 shares; 2025Q4: 8,694 shares 8,694 $819K 0.08% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,400 shares; 2025Q2: 12,230 shares; 2025Q3: 12,230 shares; 2025Q4: 12,230 shares 12,230 $788K 0.07% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 737 shares; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 732 shares 732 $783K 0.07% -5 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,519 shares; 2024Q4: 9,519 shares; 2025Q1: 8,369 shares; 2025Q2: 8,369 shares; 2025Q3: 8,369 shares; 2025Q4: 8,369 shares 8,369 $733K 0.07% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 1,502 shares; 2025Q1: 1,502 shares; 2025Q2: 1,502 shares; 2025Q3: 1,502 shares; 2025Q4: 1,502 shares 1,502 $733K 0.07% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,251 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: 1,251 shares; 2025Q4: 1,240 shares 1,240 $702K 0.06% -11 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,443 shares; 2024Q4: 5,443 shares; 2025Q1: 5,443 shares; 2025Q2: 5,443 shares; 2025Q3: 5,443 shares; 2025Q4: 5,443 shares 5,443 $682K 0.06% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,331 shares; 2024Q4: 3,331 shares; 2025Q1: 3,536 shares; 2025Q2: 3,536 shares; 2025Q3: 3,536 shares; 2025Q4: 3,146 shares 3,146 $674K 0.06% -390 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,289 shares; 2024Q4: 2,289 shares; 2025Q1: 2,229 shares; 2025Q2: 2,229 shares; 2025Q3: 2,229 shares; 2025Q4: 2,188 shares 2,188 $669K 0.06% -41 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,060 shares; 2024Q4: 13,060 shares; 2025Q1: 12,980 shares; 2025Q2: 12,980 shares; 2025Q3: 12,980 shares; 2025Q4: 12,118 shares 12,118 $652K 0.06% -862 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,331 shares; 2024Q4: 3,331 shares; 2025Q1: 3,206 shares; 2025Q2: 3,206 shares; 2025Q3: 3,006 shares; 2025Q4: 2,606 shares 2,606 $642K 0.06% -400 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 2,062 shares; 2025Q1: 2,062 shares; 2025Q2: 2,062 shares; 2025Q3: 2,062 shares; 2025Q4: 2,006 shares 2,006 $639K 0.06% -56 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,716 shares; 2025Q1: 1,795 shares; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,724 shares 1,724 $593K 0.05% -71 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,555 shares; 2024Q4: 17,555 shares; 2025Q1: 17,555 shares; 2025Q2: 17,555 shares; 2025Q3: 17,555 shares; 2025Q4: 16,820 shares 16,820 $564K 0.05% -735 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,408 shares; 2024Q4: 5,408 shares; 2025Q1: 5,293 shares; 2025Q2: 4,982 shares; 2025Q3: 5,042 shares; 2025Q4: 3,809 shares 3,809 $547K 0.05% -1,233 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,468 shares; 2025Q1: 1,468 shares; 2025Q2: 1,468 shares; 2025Q3: 1,468 shares; 2025Q4: 1,472 shares 1,472 $545K 0.05% +4 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,375 shares 2,375 $540K 0.05% -425 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 917 shares; 2024Q4: 917 shares; 2025Q1: 915 shares; 2025Q2: 887 shares; 2025Q3: 887 shares; 2025Q4: 887 shares 887 $535K 0.05% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 2,113 shares; 2025Q3: 1,938 shares; 2025Q4: 1,764 shares 1,764 $523K 0.05% -174 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,942 shares; 2024Q4: 3,942 shares; 2025Q1: 3,942 shares; 2025Q2: 3,942 shares; 2025Q3: 3,942 shares; 2025Q4: 3,942 shares 3,942 $520K 0.05% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 2,689 shares; 2025Q1: 2,689 shares; 2025Q2: 2,689 shares; 2025Q3: 2,689 shares; 2025Q4: 2,689 shares 2,689 $514K 0.05% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 883 shares 883 $504K 0.05% -2 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 1,093 shares; 2025Q1: 1,093 shares; 2025Q2: 1,093 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares 1,015 $498K 0.05% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,128 shares; 2024Q4: 5,128 shares; 2025Q1: 5,128 shares; 2025Q2: 5,128 shares; 2025Q3: 5,128 shares; 2025Q4: 5,128 shares 5,128 $492K 0.05% 0 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,808 shares; 2024Q4: 45,584 shares; 2025Q1: 46,276 shares; 2025Q2: 46,899 shares; 2025Q3: 44,382 shares; 2025Q4: 6,252 shares 6,252 $490K 0.05% -38,130 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,632 shares; 2025Q1: 1,384 shares; 2025Q2: 1,384 shares; 2025Q3: 1,384 shares; 2025Q4: 1,384 shares 1,384 $488K 0.04% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 6,650 shares; 2025Q4: 6,650 shares 6,650 $477K 0.04% 0 Timeline WEYS WEYCO GROUP INC More: the full row for WEYCO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,096 shares; 2024Q4: 13,096 shares; 2025Q1: 13,096 shares; 2025Q2: 13,096 shares; 2025Q3: 14,156 shares; 2025Q4: 14,156 shares 14,156 $433K 0.04% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 1,227 shares 1,227 $430K 0.04% -125 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 523 shares; 2025Q1: 523 shares; 2025Q2: 523 shares; 2025Q3: 523 shares; 2025Q4: 523 shares 523 $429K 0.04% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 864 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 824 shares 824 $421K 0.04% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,121 shares; 2024Q4: 5,629 shares; 2025Q1: 5,822 shares; 2025Q2: 5,807 shares; 2025Q3: 5,649 shares; 2025Q4: 2,731 shares 2,731 $416K 0.04% -2,918 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 455 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares 470 $413K 0.04% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,116 shares; 2024Q4: 7,116 shares; 2025Q1: 7,116 shares; 2025Q2: 7,116 shares; 2025Q3: 7,116 shares; 2025Q4: 7,116 shares 7,116 $410K 0.04% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,514 shares; 2024Q4: 6,514 shares; 2025Q1: 6,514 shares; 2025Q2: 6,514 shares; 2025Q3: 6,514 shares; 2025Q4: 6,432 shares 6,432 $402K 0.04% -82 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 5,905 shares; 2025Q1: 5,905 shares; 2025Q2: 5,905 shares; 2025Q3: 5,905 shares; 2025Q4: 5,905 shares 5,905 $396K 0.04% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 519 shares 519 $391K 0.04% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,490 shares; 2025Q1: 7,050 shares; 2025Q2: 7,050 shares; 2025Q3: 7,225 shares; 2025Q4: 4,434 shares 4,434 $387K 0.04% -2,791 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 2,064 shares; 2025Q1: 2,064 shares; 2025Q2: 2,052 shares; 2025Q3: 2,052 shares; 2025Q4: 2,052 shares 2,052 $386K 0.04% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 14,667 shares; 2025Q1: 14,667 shares; 2025Q2: 14,667 shares; 2025Q3: 14,667 shares; 2025Q4: 672 shares 672 $385K 0.04% -13,995 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,956 shares; 2025Q3: 1,956 shares; 2025Q4: 1,556 shares 1,556 $377K 0.03% -400 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,762 shares; 2025Q1: 2,084 shares; 2025Q2: 2,084 shares; 2025Q3: 2,084 shares; 2025Q4: 2,076 shares 2,076 $369K 0.03% -8 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: not reported; 2025Q1: 1,192 shares; 2025Q2: 1,192 shares; 2025Q3: 1,192 shares; 2025Q4: 1,189 shares 1,189 $366K 0.03% -3 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,657 shares; 2024Q4: 1,657 shares; 2025Q1: 1,759 shares; 2025Q2: 1,759 shares; 2025Q3: 1,759 shares; 2025Q4: 1,659 shares 1,659 $364K 0.03% -100 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,566 shares; 2025Q1: 3,316 shares; 2025Q2: 3,338 shares; 2025Q3: 3,248 shares; 2025Q4: 3,073 shares 3,073 $360K 0.03% -175 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,450 shares; 2025Q4: 4,450 shares 4,450 $358K 0.03% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,614 shares; 2024Q4: 15,614 shares; 2025Q1: 15,614 shares; 2025Q2: 15,614 shares; 2025Q3: 15,614 shares; 2025Q4: 5,444 shares 5,444 $354K 0.03% -10,170 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,609 shares; 2024Q4: 1,609 shares; 2025Q1: 1,814 shares; 2025Q2: 1,814 shares; 2025Q3: 1,814 shares; 2025Q4: 1,794 shares 1,794 $350K 0.03% -20 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,677 shares; 2025Q2: 3,952 shares; 2025Q3: 3,952 shares; 2025Q4: 7,904 shares 7,904 $337K 0.03% +3,952 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,143 shares; 2024Q4: 3,143 shares; 2025Q1: 3,143 shares; 2025Q2: 3,143 shares; 2025Q3: 3,143 shares; 2025Q4: 3,143 shares 3,143 $330K 0.03% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,619 shares; 2024Q4: 1,619 shares; 2025Q1: 1,619 shares; 2025Q2: 1,619 shares; 2025Q3: 1,619 shares; 2025Q4: 1,422 shares 1,422 $329K 0.03% -197 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 371 shares 371 $326K 0.03% -40 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,492 shares; 2025Q2: 2,492 shares; 2025Q3: 2,492 shares; 2025Q4: 2,462 shares 2,462 $320K 0.03% -30 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,277 shares; 2024Q4: 4,277 shares; 2025Q1: 4,162 shares; 2025Q2: 4,162 shares; 2025Q3: 4,312 shares; 2025Q4: 4,184 shares 4,184 $309K 0.03% -128 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 428 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 1,990 shares 1,990 $305K 0.03% +1,587 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $302K 0.03% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: 4,437 shares; 2025Q1: 4,721 shares; 2025Q2: 1,858 shares; 2025Q3: 984 shares; 2025Q4: 879 shares 879 $290K 0.03% -105 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,042 shares; 2024Q4: 12,571 shares; 2025Q1: 12,571 shares; 2025Q2: 11,631 shares; 2025Q3: 11,368 shares; 2025Q4: 5,397 shares 5,397 $288K 0.03% -5,971 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 3,931 shares; 2025Q1: 3,931 shares; 2025Q2: 3,931 shares; 2025Q3: 3,931 shares; 2025Q4: 2,881 shares 2,881 $288K 0.03% -1,050 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,713 shares; 2024Q4: 3,341 shares; 2025Q1: 3,341 shares; 2025Q2: 3,341 shares; 2025Q3: 3,341 shares; 2025Q4: 1,348 shares 1,348 $281K 0.03% -1,993 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,114 shares; 2025Q3: 1,114 shares; 2025Q4: 1,078 shares 1,078 $277K 0.03% -36 Timeline STRT STRATTEC SEC CORP More: the full row for STRATTEC SEC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,598 shares; 2025Q3: 3,598 shares; 2025Q4: 3,598 shares 3,598 $274K 0.03% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares 1,037 $268K 0.02% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,136 shares; 2024Q4: 3,136 shares; 2025Q1: not reported; 2025Q2: 3,136 shares; 2025Q3: 3,136 shares; 2025Q4: 3,113 shares 3,113 $265K 0.02% -23 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,276 shares; 2024Q4: 3,963 shares; 2025Q1: 3,963 shares; 2025Q2: 3,963 shares; 2025Q3: 3,963 shares; 2025Q4: 3,963 shares 3,963 $263K 0.02% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,958 shares; 2024Q4: 19,791 shares; 2025Q1: 22,481 shares; 2025Q2: 3,032 shares; 2025Q3: 2,917 shares; 2025Q4: 2,281 shares 2,281 $260K 0.02% -636 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares 1,300 $259K 0.02% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,401 shares; 2025Q2: 5,401 shares; 2025Q3: 5,401 shares; 2025Q4: 5,401 shares 5,401 $258K 0.02% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 867 shares; 2025Q1: 867 shares; 2025Q2: 867 shares; 2025Q3: 867 shares; 2025Q4: 648 shares 648 $252K 0.02% -219 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,933 shares; 2025Q3: 1,933 shares; 2025Q4: 1,933 shares 1,933 $238K 0.02% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,659 shares; 2025Q1: 2,887 shares; 2025Q2: 866 shares; 2025Q3: 442 shares; 2025Q4: 411 shares 411 $238K 0.02% -31 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares 5,700 $238K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,425 shares; 2025Q4: 2,473 shares 2,473 $230K 0.02% +48 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,543 shares; 2024Q4: 2,543 shares; 2025Q1: 2,543 shares; 2025Q2: 2,543 shares; 2025Q3: 2,543 shares; 2025Q4: 2,543 shares 2,543 $227K 0.02% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,215 shares 2,215 $225K 0.02% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,292 shares 4,292 $211K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,806 shares; 2025Q4: 1,710 shares 1,710 $210K 0.02% -96 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $48K <0.01% 0 Timeline