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: 507,678 shares; 2024Q4: 523,850 shares; 2025Q1: 626,821 shares; 2025Q2: 629,999 shares; 2025Q3: 629,376 shares; 2025Q4: 631,601 shares 631,601 $305M 6.15% +2,225 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: 832,667 shares; 2024Q4: 716,522 shares; 2025Q1: 800,772 shares; 2025Q2: 795,369 shares; 2025Q3: 777,047 shares; 2025Q4: 693,158 shares 693,158 $240M 4.83% -83,889 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: 797,970 shares; 2024Q4: 783,857 shares; 2025Q1: 786,589 shares; 2025Q2: 791,817 shares; 2025Q3: 726,196 shares; 2025Q4: 737,285 shares 737,285 $238M 4.78% +11,089 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: 409,273 shares; 2024Q4: 409,129 shares; 2025Q1: 600,659 shares; 2025Q2: 716,784 shares; 2025Q3: 725,519 shares; 2025Q4: 704,140 shares 704,140 $220M 4.44% -21,379 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: 744,805 shares; 2024Q4: 747,245 shares; 2025Q1: 768,522 shares; 2025Q2: 723,361 shares; 2025Q3: 734,425 shares; 2025Q4: 729,974 shares 729,974 $198M 3.99% -4,451 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,338,295 shares; 2024Q4: 2,396,447 shares; 2025Q1: 2,458,158 shares; 2025Q2: 2,531,249 shares; 2025Q3: 2,603,192 shares; 2025Q4: 2,645,255 shares 2,645,255 $196M 3.94% +42,063 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: 2,663,798 shares; 2024Q4: 2,637,609 shares; 2025Q1: 2,676,577 shares; 2025Q2: 2,740,978 shares; 2025Q3: 2,786,153 shares; 2025Q4: 2,920,753 shares 2,920,753 $193M 3.88% +134,600 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: 630,066 shares; 2024Q4: 645,357 shares; 2025Q1: 673,083 shares; 2025Q2: 683,356 shares; 2025Q3: 693,866 shares; 2025Q4: 709,380 shares 709,380 $147M 2.96% +15,514 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: 2,128,993 shares; 2024Q4: 2,137,192 shares; 2025Q1: 2,160,027 shares; 2025Q2: 2,162,894 shares; 2025Q3: 2,158,291 shares; 2025Q4: 2,110,603 shares 2,110,603 $132M 2.65% -47,688 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 735,413 shares; 2024Q4: 726,657 shares; 2025Q1: 728,439 shares; 2025Q2: 728,911 shares; 2025Q3: 719,814 shares; 2025Q4: 734,922 shares 734,922 $113M 2.28% +15,108 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: 313,961 shares; 2024Q4: 312,933 shares; 2025Q1: 313,292 shares; 2025Q2: 312,870 shares; 2025Q3: 314,629 shares; 2025Q4: 319,205 shares 319,205 $97.6M 1.96% +4,576 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: 618,540 shares; 2024Q4: 619,822 shares; 2025Q1: 625,317 shares; 2025Q2: 630,840 shares; 2025Q3: 632,599 shares; 2025Q4: 636,586 shares 636,586 $97M 1.95% +3,987 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: 1,205,017 shares; 2024Q4: 1,450,183 shares; 2025Q1: 1,663,914 shares; 2025Q2: 1,670,739 shares; 2025Q3: 1,679,546 shares; 2025Q4: 1,716,213 shares 1,716,213 $94.4M 1.9% +36,667 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: 83,039 shares; 2024Q4: 79,123 shares; 2025Q1: 77,959 shares; 2025Q2: 78,469 shares; 2025Q3: 85,231 shares; 2025Q4: 141,954 shares 141,954 $93.7M 1.89% +56,723 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: 426,052 shares; 2024Q4: 403,818 shares; 2025Q1: 417,582 shares; 2025Q2: 526,465 shares; 2025Q3: 509,836 shares; 2025Q4: 474,754 shares 474,754 $88.5M 1.78% -35,082 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,579,403 shares; 2024Q4: 1,522,384 shares; 2025Q1: 1,485,528 shares; 2025Q2: 1,468,416 shares; 2025Q3: 1,460,750 shares; 2025Q4: 1,440,934 shares 1,440,934 $86.6M 1.74% -19,816 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198,508 shares; 2024Q4: 980,279 shares; 2025Q1: 1,007,704 shares; 2025Q2: 998,636 shares; 2025Q3: 988,969 shares; 2025Q4: 1,026,042 shares 1,026,042 $81.8M 1.65% +37,073 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: 987,077 shares; 2024Q4: 991,581 shares; 2025Q1: 1,002,442 shares; 2025Q2: 1,054,179 shares; 2025Q3: 1,033,389 shares; 2025Q4: 1,053,967 shares 1,053,967 $81.2M 1.63% +20,578 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: 210,957 shares; 2024Q4: 212,652 shares; 2025Q1: 215,159 shares; 2025Q2: 246,419 shares; 2025Q3: 246,799 shares; 2025Q4: 253,785 shares 253,785 $80.8M 1.63% +6,986 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115,974 shares; 2025Q3: 291,334 shares; 2025Q4: 282,308 shares 282,308 $80.6M 1.62% -9,026 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: 722,726 shares; 2024Q4: 733,297 shares; 2025Q1: 786,525 shares; 2025Q2: 934,088 shares; 2025Q3: 950,633 shares; 2025Q4: 988,123 shares 988,123 $79.3M 1.6% +37,490 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: 311,281 shares; 2024Q4: 307,495 shares; 2025Q1: 315,396 shares; 2025Q2: 337,148 shares; 2025Q3: 346,128 shares; 2025Q4: 337,536 shares 337,536 $77.9M 1.57% -8,592 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: 438,593 shares; 2024Q4: 440,481 shares; 2025Q1: 460,696 shares; 2025Q2: 528,451 shares; 2025Q3: 539,718 shares; 2025Q4: 538,026 shares 538,026 $77.2M 1.55% -1,692 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: 832,389 shares; 2024Q4: 844,385 shares; 2025Q1: 694,223 shares; 2025Q2: 707,821 shares; 2025Q3: 721,010 shares; 2025Q4: 728,519 shares 728,519 $76.7M 1.54% +7,509 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114,445 shares; 2024Q4: 1,157,496 shares; 2025Q1: 1,178,847 shares; 2025Q2: 1,217,708 shares; 2025Q3: 1,270,773 shares; 2025Q4: 1,302,538 shares 1,302,538 $76.5M 1.54% +31,765 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: 869,274 shares; 2024Q4: 965,442 shares; 2025Q1: 911,433 shares; 2025Q2: 922,172 shares; 2025Q3: 949,898 shares; 2025Q4: 1,086,769 shares 1,086,769 $76M 1.53% +136,871 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: 679,188 shares; 2024Q4: 668,545 shares; 2025Q1: 668,121 shares; 2025Q2: 669,999 shares; 2025Q3: 660,025 shares; 2025Q4: 647,517 shares 647,517 $75.6M 1.52% -12,508 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: 606,202 shares; 2024Q4: 614,583 shares; 2025Q1: 621,355 shares; 2025Q2: 628,939 shares; 2025Q3: 633,084 shares; 2025Q4: 646,071 shares 646,071 $74.5M 1.5% +12,987 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: not reported; 2025Q1: 69,314 shares; 2025Q2: 68,897 shares; 2025Q3: 68,139 shares; 2025Q4: 68,723 shares 68,723 $73.6M 1.48% +584 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,577 shares; 2024Q4: 229,053 shares; 2025Q1: 219,612 shares; 2025Q2: 218,870 shares; 2025Q3: 220,422 shares; 2025Q4: 222,322 shares 222,322 $72.8M 1.46% +1,900 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,608 shares; 2024Q4: 348,630 shares; 2025Q1: 353,247 shares; 2025Q2: 354,536 shares; 2025Q3: 356,894 shares; 2025Q4: 363,988 shares 363,988 $71M 1.43% +7,094 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664,050 shares; 2024Q4: 642,465 shares; 2025Q1: 665,475 shares; 2025Q2: 675,992 shares; 2025Q3: 689,391 shares; 2025Q4: 708,496 shares 708,496 $68.1M 1.37% +19,105 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,045 shares; 2024Q4: 557,149 shares; 2025Q1: 576,005 shares; 2025Q2: 583,288 shares; 2025Q3: 589,727 shares; 2025Q4: 588,736 shares 588,736 $55.1M 1.11% -991 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: 509,089 shares; 2024Q4: 502,123 shares; 2025Q1: 496,318 shares; 2025Q2: 496,202 shares; 2025Q3: 489,662 shares; 2025Q4: 483,063 shares 483,063 $53.8M 1.08% -6,599 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,669 shares; 2024Q4: 112,049 shares; 2025Q1: 112,297 shares; 2025Q2: 111,097 shares; 2025Q3: 110,368 shares; 2025Q4: 108,515 shares 108,515 $52.5M 1.06% -1,853 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958,753 shares; 2024Q4: 945,273 shares; 2025Q1: 954,066 shares; 2025Q2: 959,147 shares; 2025Q3: 957,779 shares; 2025Q4: 945,314 shares 945,314 $50.8M 1.02% -12,465 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 984 shares; 2025Q1: 161,614 shares; 2025Q2: 170,149 shares; 2025Q3: 166,688 shares; 2025Q4: 169,952 shares 169,952 $49.9M 1% +3,264 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,758 shares; 2024Q4: 58,303 shares; 2025Q1: 18,250 shares; 2025Q2: 12,414 shares; 2025Q3: 12,855 shares; 2025Q4: 78,126 shares 78,126 $49M 0.99% +65,271 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,090 shares; 2024Q4: 127,438 shares; 2025Q1: 132,128 shares; 2025Q2: 134,982 shares; 2025Q3: 276,514 shares; 2025Q4: 255,241 shares 255,241 $44.8M 0.9% -21,273 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863,344 shares; 2024Q4: 860,651 shares; 2025Q1: 890,813 shares; 2025Q2: 922,412 shares; 2025Q3: 935,087 shares; 2025Q4: 948,531 shares 948,531 $44.7M 0.9% +13,444 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: 123,833 shares; 2024Q4: 124,480 shares; 2025Q1: 126,233 shares; 2025Q2: 126,939 shares; 2025Q3: 128,479 shares; 2025Q4: 127,814 shares 127,814 $44M 0.89% -665 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: 1,193,383 shares; 2024Q4: 1,213,261 shares; 2025Q1: 1,135,133 shares; 2025Q2: 797,228 shares; 2025Q3: 819,189 shares; 2025Q4: 782,653 shares 782,653 $42.1M 0.85% -36,536 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002,476 shares; 2024Q4: 998,178 shares; 2025Q1: 998,635 shares; 2025Q2: 1,000,888 shares; 2025Q3: 991,965 shares; 2025Q4: 1,008,683 shares 1,008,683 $42.1M 0.85% +16,718 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: 68,617 shares; 2024Q4: 64,965 shares; 2025Q1: 66,074 shares; 2025Q2: 66,183 shares; 2025Q3: 67,296 shares; 2025Q4: 69,909 shares 69,909 $39.9M 0.8% +2,613 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: 613,025 shares; 2024Q4: 611,691 shares; 2025Q1: 441,629 shares; 2025Q2: 449,564 shares; 2025Q3: 459,664 shares; 2025Q4: 919,960 shares 919,960 $39.3M 0.79% +460,296 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: 21,861 shares; 2024Q4: 21,224 shares; 2025Q1: 25,992 shares; 2025Q2: 26,017 shares; 2025Q3: 48,326 shares; 2025Q4: 247,294 shares 247,294 $37.9M 0.76% +198,968 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: 84,318 shares; 2024Q4: 85,330 shares; 2025Q1: 87,797 shares; 2025Q2: 90,008 shares; 2025Q3: 137,209 shares; 2025Q4: 144,307 shares 144,307 $33.4M 0.67% +7,098 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,285 shares; 2024Q4: 387,001 shares; 2025Q1: 388,945 shares; 2025Q2: 390,811 shares; 2025Q3: 393,276 shares; 2025Q4: 492,530 shares 492,530 $31.9M 0.64% +99,254 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,808 shares; 2024Q4: 214,585 shares; 2025Q1: 217,419 shares; 2025Q2: 221,898 shares; 2025Q3: 222,237 shares; 2025Q4: 224,783 shares 224,783 $31M 0.62% +2,546 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: 242,533 shares; 2024Q4: 241,878 shares; 2025Q1: 241,781 shares; 2025Q2: 279,828 shares; 2025Q3: 228,473 shares; 2025Q4: 229,225 shares 229,225 $27.5M 0.55% +752 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468,643 shares; 2024Q4: 471,699 shares; 2025Q1: 308,113 shares; 2025Q2: 209,468 shares; 2025Q3: 216,099 shares; 2025Q4: 304,772 shares 304,772 $27M 0.54% +88,673 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,348 shares; 2024Q4: 182,850 shares; 2025Q1: 240,500 shares; 2025Q2: 330,654 shares; 2025Q3: 410,388 shares; 2025Q4: 415,857 shares 415,857 $23.2M 0.47% +5,469 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,172 shares; 2024Q4: 254,599 shares; 2025Q1: 258,991 shares; 2025Q2: 267,306 shares; 2025Q3: 273,000 shares; 2025Q4: 274,319 shares 274,319 $23M 0.46% +1,319 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 843,022 shares 843,022 $22.8M 0.46% new Timeline IYT 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: 266,979 shares; 2024Q4: 267,293 shares; 2025Q1: 272,059 shares; 2025Q2: 275,743 shares; 2025Q3: 281,023 shares; 2025Q4: 293,923 shares 293,923 $21.9M 0.44% +12,900 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: 1,564 shares; 2024Q4: 1,857 shares; 2025Q1: 102,167 shares; 2025Q2: 102,876 shares; 2025Q3: 109,593 shares; 2025Q4: 108,763 shares 108,763 $21.2M 0.43% -830 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,627 shares; 2024Q4: 341,750 shares; 2025Q1: 234,580 shares; 2025Q2: 237,434 shares; 2025Q3: 236,107 shares; 2025Q4: 230,574 shares 230,574 $19.4M 0.39% -5,533 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,162 shares; 2024Q4: 29,255 shares; 2025Q1: 29,813 shares; 2025Q2: 29,868 shares; 2025Q3: 30,272 shares; 2025Q4: 31,771 shares 31,771 $16.6M 0.33% +1,499 Timeline ACDC PROFRAC HLDG CORP More: the full row for PROFRAC HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 3,231,733 shares; 2025Q3: 4,204,795 shares; 2025Q4: 3,912,053 shares 3,912,053 $15.2M 0.31% -292,742 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS 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: 45,825 shares; 2025Q4: 78,535 shares 78,535 $14.2M 0.29% +32,710 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: 111,580 shares; 2024Q4: 109,401 shares; 2025Q1: 110,706 shares; 2025Q2: 110,820 shares; 2025Q3: 113,137 shares; 2025Q4: 112,351 shares 112,351 $14.1M 0.28% -786 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: 38,081 shares; 2024Q4: 38,193 shares; 2025Q1: 39,111 shares; 2025Q2: 40,838 shares; 2025Q3: 46,142 shares; 2025Q4: 40,548 shares 40,548 $13.4M 0.27% -5,594 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,230 shares; 2024Q4: 188,401 shares; 2025Q1: 189,758 shares; 2025Q2: 191,028 shares; 2025Q3: 194,014 shares; 2025Q4: 201,941 shares 201,941 $11.4M 0.23% +7,927 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,706 shares; 2024Q4: 13,727 shares; 2025Q1: 13,769 shares; 2025Q2: 14,124 shares; 2025Q3: 20,979 shares; 2025Q4: 21,034 shares 21,034 $10.2M 0.21% +55 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412,169 shares; 2024Q4: 397,474 shares; 2025Q1: 416,170 shares; 2025Q2: 417,547 shares; 2025Q3: 426,597 shares; 2025Q4: 371,821 shares 371,821 $9.26M 0.19% -54,776 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: 11,416 shares; 2024Q4: 9,251 shares; 2025Q1: 10,453 shares; 2025Q2: 23,863 shares; 2025Q3: 24,564 shares; 2025Q4: 24,477 shares 24,477 $7.68M 0.15% -87 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: 76,767 shares; 2024Q4: 75,362 shares; 2025Q1: 74,933 shares; 2025Q2: 74,933 shares; 2025Q3: 75,772 shares; 2025Q4: 75,817 shares 75,817 $7.28M 0.15% +45 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: 6,039 shares; 2024Q4: 7,106 shares; 2025Q1: 6,455 shares; 2025Q2: 3,969 shares; 2025Q3: 12,089 shares; 2025Q4: 10,429 shares 10,429 $7.14M 0.14% -1,660 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,883 shares; 2024Q4: 36,334 shares; 2025Q1: 36,427 shares; 2025Q2: 35,709 shares; 2025Q3: 45,946 shares; 2025Q4: 36,437 shares 36,437 $6.71M 0.14% -9,509 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: 6,246 shares; 2024Q4: 6,280 shares; 2025Q1: 6,616 shares; 2025Q2: 6,422 shares; 2025Q3: 6,487 shares; 2025Q4: 11,225 shares 11,225 $6.36M 0.13% +4,738 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,831 shares; 2025Q2: 77,343 shares; 2025Q3: 73,522 shares; 2025Q4: 74,030 shares 74,030 $6.05M 0.12% +508 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: 61,112 shares; 2024Q4: 57,785 shares; 2025Q1: 57,572 shares; 2025Q2: 57,335 shares; 2025Q3: 62,489 shares; 2025Q4: 48,464 shares 48,464 $5.83M 0.12% -14,025 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: 15,444 shares; 2024Q4: 15,444 shares; 2025Q1: 15,444 shares; 2025Q2: 15,483 shares; 2025Q3: 15,483 shares; 2025Q4: 15,478 shares 15,478 $5.78M 0.12% -5 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,711 shares; 2024Q4: 4,712 shares; 2025Q1: 4,706 shares; 2025Q2: 8,899 shares; 2025Q3: 8,884 shares; 2025Q4: 8,160 shares 8,160 $5.56M 0.11% -724 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,734 shares; 2024Q4: 26,942 shares; 2025Q1: 27,771 shares; 2025Q2: 28,578 shares; 2025Q3: 28,426 shares; 2025Q4: 37,853 shares 37,853 $5.37M 0.11% +9,427 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,519 shares; 2025Q4: 37,793 shares 37,793 $5.33M 0.11% +2,274 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831 shares; 2024Q4: 836 shares; 2025Q1: 868 shares; 2025Q2: 870 shares; 2025Q3: 891 shares; 2025Q4: 952 shares 952 $5.1M 0.1% +61 Timeline FTK FLOTEK INDUSTRIES INC More: the full row for FLOTEK INDUSTRIES 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: 290,000 shares; 2025Q3: 290,000 shares; 2025Q4: 290,000 shares 290,000 $5M 0.1% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,876 shares; 2024Q4: 290,538 shares; 2025Q1: 336,749 shares; 2025Q2: 660,182 shares; 2025Q3: 693,603 shares; 2025Q4: 99,661 shares 99,661 $4.88M 0.1% -593,942 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,305 shares; 2024Q4: 8,151 shares; 2025Q1: 8,439 shares; 2025Q2: 10,149 shares; 2025Q3: 10,414 shares; 2025Q4: 10,782 shares 10,782 $4.85M 0.1% +368 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,095 shares; 2024Q4: 2,055 shares; 2025Q1: 2,055 shares; 2025Q2: 2,030 shares; 2025Q3: 37,021 shares; 2025Q4: 28,842 shares 28,842 $3.72M 0.07% -8,179 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: 10,029 shares; 2024Q4: 9,807 shares; 2025Q1: 8,176 shares; 2025Q2: 48,759 shares; 2025Q3: 45,870 shares; 2025Q4: 34,383 shares 34,383 $3.08M 0.06% -11,487 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,444 shares; 2024Q4: 10,444 shares; 2025Q1: 17,933 shares; 2025Q2: 17,933 shares; 2025Q3: 227,922 shares; 2025Q4: 237,017 shares 237,017 $2.79M 0.06% +9,095 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,228 shares; 2024Q4: 40,228 shares; 2025Q1: 39,851 shares; 2025Q2: 39,851 shares; 2025Q3: 39,851 shares; 2025Q4: 40,978 shares 40,978 $2.47M 0.05% +1,127 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,894 shares; 2024Q4: 43,936 shares; 2025Q1: 43,894 shares; 2025Q2: 43,894 shares; 2025Q3: 43,894 shares; 2025Q4: 43,894 shares 43,894 $2.4M 0.05% 0 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: 1,107 shares; 2024Q4: not reported; 2025Q1: 1,457 shares; 2025Q2: 1,071 shares; 2025Q3: 1,187 shares; 2025Q4: 7,601 shares 7,601 $2.34M 0.05% +6,414 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 2,562 shares; 2025Q1: 2,458 shares; 2025Q2: 2,034 shares; 2025Q3: 1,941 shares; 2025Q4: 1,871 shares 1,871 $2.27M 0.05% -70 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,374 shares; 2025Q2: not reported; 2025Q3: 22,065 shares; 2025Q4: 22,065 shares 22,065 $2.2M 0.04% 0 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: not reported; 2025Q1: 35,749 shares; 2025Q2: 35,700 shares; 2025Q3: 35,853 shares; 2025Q4: 7,197 shares 7,197 $1.23M 0.02% -28,656 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,477 shares; 2025Q4: 1,477 shares 1,477 $1.21M 0.02% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 922 shares; 2024Q4: 941 shares; 2025Q1: 941 shares; 2025Q2: 3,726 shares; 2025Q3: 4,290 shares; 2025Q4: 4,133 shares 4,133 $1.16M 0.02% -157 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: 3,448 shares; 2024Q4: 2,663 shares; 2025Q1: 3,124 shares; 2025Q2: 2,823 shares; 2025Q3: 3,355 shares; 2025Q4: 3,285 shares 3,285 $1.15M 0.02% -70 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: 2,000 shares; 2024Q4: 2,013 shares; 2025Q1: 1,956 shares; 2025Q2: 2,091 shares; 2025Q3: 2,399 shares; 2025Q4: 2,000 shares 2,000 $1.15M 0.02% -399 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,554 shares; 2024Q4: 15,778 shares; 2025Q1: 15,778 shares; 2025Q2: 16,218 shares; 2025Q3: 17,597 shares; 2025Q4: 16,572 shares 16,572 $1.15M 0.02% -1,025 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: 2,622 shares; 2024Q4: 2,356 shares; 2025Q1: 2,309 shares; 2025Q2: 7,568 shares; 2025Q3: 2,191 shares; 2025Q4: 2,185 shares 2,185 $1.1M 0.02% -6 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,942 shares; 2025Q3: 13,498 shares; 2025Q4: 12,784 shares 12,784 $1.09M 0.02% -714 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,519 shares; 2024Q4: 5,425 shares; 2025Q1: 5,143 shares; 2025Q2: 5,389 shares; 2025Q3: 5,537 shares; 2025Q4: 5,782 shares 5,782 $1.06M 0.02% +245 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: 6,866 shares; 2024Q4: 5,040 shares; 2025Q1: 4,470 shares; 2025Q2: 4,614 shares; 2025Q3: 4,913 shares; 2025Q4: 4,637 shares 4,637 $1.06M 0.02% -276 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,374 shares; 2025Q3: 3,230 shares; 2025Q4: 2,978 shares 2,978 $1.05M 0.02% -252 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,308 shares; 2024Q4: 2,308 shares; 2025Q1: 2,308 shares; 2025Q2: 2,390 shares; 2025Q3: 2,330 shares; 2025Q4: 2,309 shares 2,309 $988K 0.02% -21 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 960 shares; 2025Q1: 935 shares; 2025Q2: 964 shares; 2025Q3: 1,268 shares; 2025Q4: 1,589 shares 1,589 $976K 0.02% +321 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,647 shares; 2025Q1: 1,595 shares; 2025Q2: 2,465 shares; 2025Q3: 2,500 shares; 2025Q4: 2,486 shares 2,486 $968K 0.02% -14 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: 991 shares; 2024Q4: 1,011 shares; 2025Q1: 881 shares; 2025Q2: 926 shares; 2025Q3: 1,062 shares; 2025Q4: 897 shares 897 $964K 0.02% -165 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,384 shares; 2025Q3: 16,538 shares; 2025Q4: 16,385 shares 16,385 $960K 0.02% -153 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION 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: 31,760 shares; 2025Q3: 42,901 shares; 2025Q4: 39,789 shares 39,789 $951K 0.02% -3,112 Timeline SMBC SOUTHERN MO BANCORP INC More: the full row for SOUTHERN MO BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,387 shares; 2024Q4: 15,387 shares; 2025Q1: 15,387 shares; 2025Q2: 15,387 shares; 2025Q3: 15,387 shares; 2025Q4: 15,387 shares 15,387 $910K 0.02% 0 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: 7,331 shares; 2025Q3: 7,446 shares; 2025Q4: 7,409 shares 7,409 $909K 0.02% -37 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,480 shares; 2025Q3: 8,956 shares; 2025Q4: 8,545 shares 8,545 $853K 0.02% -411 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: 4,136 shares; 2024Q4: 4,097 shares; 2025Q1: 3,998 shares; 2025Q2: 3,998 shares; 2025Q3: 4,031 shares; 2025Q4: 4,004 shares 4,004 $849K 0.02% -27 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,643 shares; 2025Q1: 2,643 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares; 2025Q4: 2,643 shares 2,643 $820K 0.02% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,052 shares; 2024Q4: 11,052 shares; 2025Q1: 8,488 shares; 2025Q2: 8,488 shares; 2025Q3: 8,488 shares; 2025Q4: 8,488 shares 8,488 $817K 0.02% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,546 shares; 2025Q3: 32,546 shares; 2025Q4: 29,171 shares 29,171 $785K 0.02% -3,375 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,196 shares; 2025Q1: 1,172 shares; 2025Q2: 1,252 shares; 2025Q3: 1,279 shares; 2025Q4: 1,276 shares 1,276 $739K 0.01% -3 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,287 shares; 2025Q3: 38,107 shares; 2025Q4: 28,857 shares 28,857 $717K 0.01% -9,250 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: 9,263 shares; 2024Q4: 9,235 shares; 2025Q1: 8,943 shares; 2025Q2: 8,943 shares; 2025Q3: 9,017 shares; 2025Q4: 8,951 shares 8,951 $707K 0.01% -66 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,554 shares; 2025Q3: 3,442 shares; 2025Q4: 3,095 shares 3,095 $704K 0.01% -347 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,135 shares; 2025Q3: 4,133 shares; 2025Q4: 4,133 shares 4,133 $662K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,151 shares; 2025Q3: 4,261 shares; 2025Q4: 3,951 shares 3,951 $643K 0.01% -310 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,053 shares; 2025Q2: 5,053 shares; 2025Q3: 5,053 shares; 2025Q4: 5,053 shares 5,053 $615K 0.01% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 12,901 shares; 2025Q4: 9,297 shares 9,297 $605K 0.01% -3,604 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: 1,209 shares; 2025Q3: 7,790 shares; 2025Q4: 2,461 shares 2,461 $596K 0.01% -5,329 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,277 shares; 2024Q4: 43,601 shares; 2025Q1: 5,256 shares; 2025Q2: 5,228 shares; 2025Q3: 5,540 shares; 2025Q4: 6,505 shares 6,505 $594K 0.01% +965 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: 536 shares; 2024Q4: 552 shares; 2025Q1: 540 shares; 2025Q2: 451 shares; 2025Q3: 576 shares; 2025Q4: 6,120 shares 6,120 $574K 0.01% +5,544 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: not reported; 2024Q4: not reported; 2025Q1: 737 shares; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares; 2025Q4: 1,205 shares 1,205 $570K 0.01% +93 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,054 shares; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares; 2025Q3: 10,340 shares; 2025Q4: 2,559 shares 2,559 $570K 0.01% -7,781 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 663 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares 1,660 $557K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,360 shares; 2025Q4: 15,325 shares 15,325 $556K 0.01% +6,965 Timeline RDNW RIDENOW GROUP INC More: the full row for RIDENOW 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: 100,339 shares; 2025Q2: 100,339 shares; 2025Q3: 100,339 shares; 2025Q4: 100,339 shares 100,339 $554K 0.01% 0 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P 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: 28,767 shares 28,767 $551K 0.01% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,068 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,074 shares; 2025Q4: 1,069 shares 1,069 $546K 0.01% -5 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 839 shares; 2025Q1: 827 shares; 2025Q2: 862 shares; 2025Q3: 1,229 shares; 2025Q4: 1,128 shares 1,128 $525K 0.01% -101 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,207 shares; 2025Q3: 3,381 shares; 2025Q4: 801 shares 801 $524K 0.01% -2,580 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,435 shares 38,435 $505K 0.01% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,520 shares; 2025Q3: 9,335 shares; 2025Q4: 6,727 shares 6,727 $489K 0.01% -2,608 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,777 shares; 2024Q4: 9,068 shares; 2025Q1: 7,707 shares; 2025Q2: 7,494 shares; 2025Q3: 12,196 shares; 2025Q4: 11,878 shares 11,878 $484K 0.01% -318 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,730 shares; 2024Q4: 2,947 shares; 2025Q1: 2,947 shares; 2025Q2: 2,947 shares; 2025Q3: 2,975 shares; 2025Q4: 2,950 shares 2,950 $480K 0.01% -25 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: 558 shares; 2024Q4: 466 shares; 2025Q1: 597 shares; 2025Q2: 514 shares; 2025Q3: 558 shares; 2025Q4: 540 shares 540 $466K 0.01% -18 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: not reported; 2024Q4: 959 shares; 2025Q1: 1,747 shares; 2025Q2: 1,588 shares; 2025Q3: 1,588 shares; 2025Q4: 1,788 shares 1,788 $461K 0.01% +200 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: 115,864 shares; 2024Q4: 63,817 shares; 2025Q1: 1,909 shares; 2025Q2: 1,760 shares; 2025Q3: 1,921 shares; 2025Q4: 1,868 shares 1,868 $450K 0.01% -53 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,399 shares; 2025Q3: 1,388 shares; 2025Q4: 1,238 shares 1,238 $437K 0.01% -150 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,056 shares; 2025Q4: 1,502 shares 1,502 $434K 0.01% +446 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: 3,832 shares; 2024Q4: 3,578 shares; 2025Q1: 3,158 shares; 2025Q2: 3,409 shares; 2025Q3: 3,794 shares; 2025Q4: 2,994 shares 2,994 $429K 0.01% -800 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 984 shares; 2025Q3: 1,649 shares; 2025Q4: 1,505 shares 1,505 $420K 0.01% -144 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,720 shares; 2024Q4: 12,720 shares; 2025Q1: 12,720 shares; 2025Q2: 12,720 shares; 2025Q3: 12,720 shares; 2025Q4: 12,720 shares 12,720 $415K 0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,856 shares; 2024Q4: 1,856 shares; 2025Q1: 1,856 shares; 2025Q2: 1,856 shares; 2025Q3: 8,095 shares; 2025Q4: 1,856 shares 1,856 $414K 0.01% -6,239 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,746 shares; 2024Q4: 24,798 shares; 2025Q1: 18,482 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,864 shares 6,864 $411K 0.01% new 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: 544 shares; 2024Q4: 544 shares; 2025Q1: 544 shares; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 544 shares 544 $410K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,313 shares; 2025Q4: 1,993 shares 1,993 $409K 0.01% -320 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: 55,826 shares; 2024Q4: 55,362 shares; 2025Q1: 77,292 shares; 2025Q2: 80,039 shares; 2025Q3: 9,301 shares; 2025Q4: 1,533 shares 1,533 $406K 0.01% -7,768 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: 1,173 shares; 2024Q4: 1,166 shares; 2025Q1: 1,166 shares; 2025Q2: 1,166 shares; 2025Q3: 1,196 shares; 2025Q4: 1,187 shares 1,187 $400K 0.01% -9 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: 654 shares; 2024Q4: 657 shares; 2025Q1: 654 shares; 2025Q2: 654 shares; 2025Q3: 654 shares; 2025Q4: 654 shares 654 $395K 0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: 778 shares; 2025Q3: 953 shares; 2025Q4: 953 shares 953 $393K 0.01% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,740 shares; 2025Q4: 2,740 shares 2,740 $375K 0.01% 0 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: not reported; 2024Q4: 509,607 shares; 2025Q1: 552,606 shares; 2025Q2: 616,508 shares; 2025Q3: 12,363 shares; 2025Q4: 9,753 shares 9,753 $374K 0.01% -2,610 Timeline VLTO VERALTO CORP More: the full row for VERALTO 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: 3,736 shares; 2025Q3: 3,726 shares; 2025Q4: 3,708 shares 3,708 $370K 0.01% -18 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,000 shares; 2025Q3: 9,872 shares; 2025Q4: 7,264 shares 7,264 $369K 0.01% -2,608 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: 85,981 shares; 2024Q4: 86,445 shares; 2025Q1: 88,223 shares; 2025Q2: 1,472 shares; 2025Q3: 1,690 shares; 2025Q4: 1,678 shares 1,678 $359K 0.01% -12 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,036 shares; 2025Q4: 1,465 shares 1,465 $353K 0.01% -571 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,728 shares; 2025Q3: 9,121 shares; 2025Q4: 1,104 shares 1,104 $335K 0.01% -8,017 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,525 shares; 2025Q4: 5,653 shares 5,653 $332K 0.01% -20,872 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,212 shares; 2025Q4: 4,171 shares 4,171 $331K 0.01% -41 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 575 shares; 2025Q4: 565 shares 565 $322K 0.01% -10 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 2,023 shares; 2025Q1: 2,023 shares; 2025Q2: 2,028 shares; 2025Q3: 2,167 shares; 2025Q4: 1,836 shares 1,836 $319K 0.01% -331 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 801 shares; 2025Q4: 801 shares 801 $317K 0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,045 shares; 2025Q1: 1,045 shares; 2025Q2: 1,045 shares; 2025Q3: 1,217 shares; 2025Q4: 1,197 shares 1,197 $308K 0.01% -20 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 733 shares; 2025Q3: 881 shares; 2025Q4: 829 shares 829 $306K 0.01% -52 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,372 shares; 2025Q4: 1,192 shares 1,192 $306K 0.01% -180 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: 3,144 shares; 2024Q4: 2,993 shares; 2025Q1: 2,993 shares; 2025Q2: 2,993 shares; 2025Q3: 3,087 shares; 2025Q4: 3,509 shares 3,509 $306K 0.01% +422 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY 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: 22,167 shares; 2025Q3: 2,299 shares; 2025Q4: 2,027 shares 2,027 $305K 0.01% -272 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,549 shares; 2025Q3: 3,144 shares; 2025Q4: 2,419 shares 2,419 $302K 0.01% -725 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,678 shares; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,762 shares; 2025Q4: 2,727 shares 2,727 $301K 0.01% -35 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares 3,000 $298K 0.01% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,339 shares; 2025Q2: not reported; 2025Q3: 2,265 shares; 2025Q4: 1,838 shares 1,838 $295K 0.01% -427 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: not reported; 2025Q3: 1,828 shares; 2025Q4: 1,803 shares 1,803 $294K 0.01% -25 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,322 shares; 2025Q4: 1,068 shares 1,068 $292K 0.01% -254 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 1,313 shares; 2025Q1: 1,298 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares 1,180 $291K 0.01% 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: 2,949 shares; 2024Q4: 1,679 shares; 2025Q1: 1,350 shares; 2025Q2: 1,566 shares; 2025Q3: 1,671 shares; 2025Q4: 1,637 shares 1,637 $280K 0.01% -34 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 2,052 shares; 2025Q1: 2,052 shares; 2025Q2: 2,378 shares; 2025Q3: 2,378 shares; 2025Q4: 2,378 shares 2,378 $279K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,046 shares; 2025Q4: 3,005 shares 3,005 $278K 0.01% -41 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: 2,775 shares; 2024Q4: 1,823 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,435 shares 2,435 $277K 0.01% new Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,108 shares; 2024Q4: 163,164 shares; 2025Q1: 84,922 shares; 2025Q2: 85,584 shares; 2025Q3: 2,571 shares; 2025Q4: 2,510 shares 2,510 $276K 0.01% -61 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $275K 0.01% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,416 shares; 2024Q4: 3,416 shares; 2025Q1: 3,344 shares; 2025Q2: 3,344 shares; 2025Q3: 3,420 shares; 2025Q4: 3,344 shares 3,344 $274K 0.01% -76 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,131 shares; 2025Q3: 1,501 shares; 2025Q4: 1,681 shares 1,681 $271K 0.01% +180 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 865 shares; 2025Q2: 575 shares; 2025Q3: 598 shares; 2025Q4: 578 shares 578 $271K 0.01% -20 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,073 shares; 2025Q4: 930 shares 930 $269K 0.01% -143 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,759 shares; 2024Q4: 42,660 shares; 2025Q1: 1,128 shares; 2025Q2: 5,273 shares; 2025Q3: 13,299 shares; 2025Q4: 1,168 shares 1,168 $267K 0.01% -12,131 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,525 shares; 2025Q4: 1,720 shares 1,720 $267K 0.01% +195 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,630 shares; 2025Q1: 1,630 shares; 2025Q2: 1,754 shares; 2025Q3: 1,754 shares; 2025Q4: 1,754 shares 1,754 $267K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,431 shares; 2024Q4: 10,431 shares; 2025Q1: 10,432 shares; 2025Q2: 10,431 shares; 2025Q3: 10,580 shares; 2025Q4: 11,082 shares 11,082 $266K 0.01% +502 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,846 shares; 2025Q4: 4,846 shares 4,846 $265K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares 1,688 $261K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 883 shares 883 $256K 0.01% +111 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 1,720 shares; 2025Q1: 1,720 shares; 2025Q2: 1,773 shares; 2025Q3: 1,773 shares; 2025Q4: 1,278 shares 1,278 $255K 0.01% -495 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,463 shares; 2025Q4: 2,485 shares 2,485 $246K <0.01% +22 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,774 shares 4,774 $243K <0.01% new 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: not reported; 2025Q2: 1,502 shares; 2025Q3: 356 shares; 2025Q4: 276 shares 276 $243K <0.01% -80 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,126 shares; 2024Q4: 2,088 shares; 2025Q1: 2,088 shares; 2025Q2: 2,088 shares; 2025Q3: 2,460 shares; 2025Q4: 2,460 shares 2,460 $240K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,606 shares; 2025Q2: 2,606 shares; 2025Q3: 3,732 shares; 2025Q4: 2,331 shares 2,331 $233K <0.01% -1,401 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,672 shares; 2025Q4: 2,515 shares 2,515 $220K <0.01% -157 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,032 shares 5,032 $216K <0.01% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,564 shares; 2025Q4: 3,289 shares 3,289 $214K <0.01% -1,275 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,422 shares; 2025Q4: 1,201 shares 1,201 $213K <0.01% -221 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,982 shares; 2024Q4: 2,982 shares; 2025Q1: 2,982 shares; 2025Q2: 2,982 shares; 2025Q3: 2,982 shares; 2025Q4: 2,982 shares 2,982 $213K <0.01% 0 Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,500 shares; 2024Q4: 37,500 shares; 2025Q1: 37,500 shares; 2025Q2: 37,500 shares; 2025Q3: 37,500 shares; 2025Q4: 37,500 shares 37,500 $211K <0.01% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,100 shares 5,100 $210K <0.01% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 3,000 shares 3,000 $209K <0.01% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 726 shares 726 $209K <0.01% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,456 shares; 2025Q4: 1,575 shares 1,575 $207K <0.01% -881 Timeline HUBB HUBBELL INC More: the full row for HUBBELL 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: 2,030 shares; 2025Q3: 2,673 shares; 2025Q4: 459 shares 459 $204K <0.01% -2,214 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $204K <0.01% 0 Timeline MBS ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,381 shares; 2025Q4: 17,381 shares 17,381 $152K <0.01% 0 Timeline