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; 2023Q2: restricted; 2023Q3: 207,738 shares; 2023Q4: 202,846 shares; 2024Q1: 201,713 shares; 2024Q2: 203,916 shares; 2024Q3: 206,924 shares; 2024Q4: 226,859 shares; 2025Q1: 209,521 shares 209,521 $117M 3.3% -17,338 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 201,945 shares; 2023Q4: 218,569 shares; 2024Q1: 219,817 shares; 2024Q2: 219,122 shares; 2024Q3: 212,679 shares; 2024Q4: 206,891 shares; 2025Q1: 201,811 shares 201,811 $113M 3.19% -5,080 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 355,719 shares; 2023Q4: 338,804 shares; 2024Q1: 337,399 shares; 2024Q2: 344,192 shares; 2024Q3: 338,200 shares; 2024Q4: 336,236 shares; 2025Q1: 324,979 shares 324,979 $72.2M 2.03% -11,257 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; 2023Q2: restricted; 2023Q3: 237,030 shares; 2023Q4: 238,782 shares; 2024Q1: 244,319 shares; 2024Q2: 242,767 shares; 2024Q3: 239,266 shares; 2024Q4: 236,808 shares; 2025Q1: 246,210 shares 246,210 $60.4M 1.7% +9,402 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 165,917 shares; 2023Q4: 161,828 shares; 2024Q1: 156,599 shares; 2024Q2: 160,735 shares; 2024Q3: 161,156 shares; 2024Q4: 161,559 shares; 2025Q1: 160,181 shares 160,181 $60.1M 1.69% -1,378 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 200,288 shares; 2023Q4: 194,402 shares; 2024Q1: 984,183 shares; 2024Q2: 972,042 shares; 2024Q3: 982,484 shares; 2024Q4: 992,224 shares; 2025Q1: 974,097 shares 974,097 $56.8M 1.6% -18,127 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; 2023Q2: restricted; 2023Q3: 770,865 shares; 2023Q4: 759,477 shares; 2024Q1: 775,272 shares; 2024Q2: 785,238 shares; 2024Q3: 839,789 shares; 2024Q4: 841,107 shares; 2025Q1: 803,710 shares 803,710 $49.6M 1.4% -37,397 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 592,626 shares; 2023Q4: 613,987 shares; 2024Q1: 622,587 shares; 2024Q2: 619,699 shares; 2024Q3: 615,255 shares; 2024Q4: 619,031 shares; 2025Q1: 601,616 shares 601,616 $49.2M 1.38% -17,415 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; 2023Q2: restricted; 2023Q3: 80,848 shares; 2023Q4: 78,973 shares; 2024Q1: 111,774 shares; 2024Q2: 110,760 shares; 2024Q3: 115,262 shares; 2024Q4: 116,491 shares; 2025Q1: 127,014 shares 127,014 $46.5M 1.31% +10,523 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; 2023Q2: restricted; 2023Q3: 211,683 shares; 2023Q4: 206,118 shares; 2024Q1: 190,968 shares; 2024Q2: 192,763 shares; 2024Q3: 195,789 shares; 2024Q4: 197,078 shares; 2025Q1: 187,123 shares 187,123 $46.5M 1.31% -9,955 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 239,096 shares; 2023Q4: 237,599 shares; 2024Q1: 244,532 shares; 2024Q2: 248,844 shares; 2024Q3: 259,166 shares; 2024Q4: 253,067 shares; 2025Q1: 265,668 shares 265,668 $44.1M 1.24% +12,601 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 436,597 shares; 2023Q4: 472,205 shares; 2024Q1: 473,831 shares; 2024Q2: 475,567 shares; 2024Q3: 499,389 shares; 2024Q4: 539,394 shares; 2025Q1: 443,826 shares 443,826 $43.9M 1.24% -95,568 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 56,441 shares; 2023Q4: 56,797 shares; 2024Q1: 111,792 shares; 2024Q2: 116,188 shares; 2024Q3: 125,079 shares; 2024Q4: 128,350 shares; 2025Q1: 137,754 shares 137,754 $43M 1.21% +9,404 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; 2023Q2: restricted; 2023Q3: 242,473 shares; 2023Q4: 241,157 shares; 2024Q1: 236,418 shares; 2024Q2: 235,976 shares; 2024Q3: 241,147 shares; 2024Q4: 245,464 shares; 2025Q1: 249,284 shares 249,284 $42.5M 1.2% +3,820 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 25,641 shares; 2023Q4: 24,414 shares; 2024Q1: 24,359 shares; 2024Q2: 23,699 shares; 2024Q3: 249,389 shares; 2024Q4: 257,685 shares; 2025Q1: 250,301 shares 250,301 $41.9M 1.18% -7,384 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; 2023Q2: restricted; 2023Q3: 828,916 shares; 2023Q4: 814,388 shares; 2024Q1: 818,909 shares; 2024Q2: 814,542 shares; 2024Q3: 855,043 shares; 2024Q4: 855,048 shares; 2025Q1: 910,067 shares 910,067 $41.3M 1.16% +55,019 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; 2023Q2: restricted; 2023Q3: 96,936 shares; 2023Q4: 99,231 shares; 2024Q1: 104,996 shares; 2024Q2: 113,616 shares; 2024Q3: 117,056 shares; 2024Q4: 117,097 shares; 2025Q1: 109,786 shares 109,786 $40.7M 1.15% -7,311 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 136,257 shares; 2023Q4: 133,520 shares; 2024Q1: 123,660 shares; 2024Q2: 119,371 shares; 2024Q3: 118,140 shares; 2024Q4: 115,511 shares; 2025Q1: 110,692 shares 110,692 $40M 1.13% -4,819 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 536,653 shares; 2023Q4: 541,203 shares; 2024Q1: 504,861 shares; 2024Q2: 497,766 shares; 2024Q3: 499,269 shares; 2024Q4: 496,515 shares; 2025Q1: 466,610 shares 466,610 $39.1M 1.1% -29,905 Timeline VEU 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; 2023Q2: restricted; 2023Q3: 583,553 shares; 2023Q4: 585,944 shares; 2024Q1: 612,568 shares; 2024Q2: 622,692 shares; 2024Q3: 631,925 shares; 2024Q4: 633,779 shares; 2025Q1: 643,456 shares 643,456 $39M 1.1% +9,677 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 148,117 shares; 2023Q4: 148,060 shares; 2024Q1: 138,653 shares; 2024Q2: 137,975 shares; 2024Q3: 143,109 shares; 2024Q4: 145,177 shares; 2025Q1: 143,705 shares 143,705 $38M 1.07% -1,472 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; 2023Q2: restricted; 2023Q3: 264,435 shares; 2023Q4: 263,790 shares; 2024Q1: 275,452 shares; 2024Q2: 282,164 shares; 2024Q3: 293,537 shares; 2024Q4: 303,662 shares; 2025Q1: 317,351 shares 317,351 $37.7M 1.06% +13,689 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 223,300 shares; 2023Q4: 218,017 shares; 2024Q1: 205,861 shares; 2024Q2: 199,601 shares; 2024Q3: 197,276 shares; 2024Q4: 199,496 shares; 2025Q1: 197,132 shares 197,132 $37.1M 1.04% -2,364 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 42,294 shares; 2023Q4: 41,299 shares; 2024Q1: 58,481 shares; 2024Q2: 58,897 shares; 2024Q3: 60,769 shares; 2024Q4: 55,471 shares; 2025Q1: 116,048 shares 116,048 $36.2M 1.02% +60,577 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; 2023Q2: restricted; 2023Q3: 159,986 shares; 2023Q4: 155,506 shares; 2024Q1: 179,667 shares; 2024Q2: 180,619 shares; 2024Q3: 189,110 shares; 2024Q4: 197,361 shares; 2025Q1: 501,255 shares 501,255 $35.9M 1.01% +303,894 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; 2023Q2: restricted; 2023Q3: 207,409 shares; 2023Q4: 198,590 shares; 2024Q1: 211,670 shares; 2024Q2: 210,860 shares; 2024Q3: 214,734 shares; 2024Q4: 217,583 shares; 2025Q1: 214,490 shares 214,490 $34M 0.96% -3,093 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 387,388 shares; 2023Q4: 383,205 shares; 2024Q1: 382,701 shares; 2024Q2: 387,566 shares; 2024Q3: 398,242 shares; 2024Q4: 403,492 shares; 2025Q1: 422,684 shares 422,684 $33.9M 0.96% +19,192 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 297,256 shares; 2023Q4: 298,966 shares; 2024Q1: 312,721 shares; 2024Q2: 309,213 shares; 2024Q3: 314,672 shares; 2024Q4: 322,067 shares; 2025Q1: 362,345 shares 362,345 $33.3M 0.94% +40,278 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; 2023Q2: restricted; 2023Q3: 65,022 shares; 2023Q4: 64,946 shares; 2024Q1: 67,358 shares; 2024Q2: 66,907 shares; 2024Q3: 67,182 shares; 2024Q4: 69,333 shares; 2025Q1: 74,388 shares 74,388 $33.2M 0.94% +5,055 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 173,097 shares; 2023Q4: 171,841 shares; 2024Q1: 170,807 shares; 2024Q2: 172,111 shares; 2024Q3: 174,125 shares; 2024Q4: 178,469 shares; 2025Q1: 155,030 shares 155,030 $32.5M 0.91% -23,439 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 381,267 shares; 2023Q4: 380,742 shares; 2024Q1: 403,732 shares; 2024Q2: 396,096 shares; 2024Q3: 394,903 shares; 2024Q4: 396,400 shares; 2025Q1: 392,697 shares 392,697 $32.3M 0.91% -3,703 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; 2023Q2: restricted; 2023Q3: 135,197 shares; 2023Q4: 125,791 shares; 2024Q1: 156,893 shares; 2024Q2: 155,929 shares; 2024Q3: 162,424 shares; 2024Q4: 163,066 shares; 2025Q1: 164,667 shares 164,667 $31.3M 0.88% +1,601 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 264,795 shares; 2023Q4: 276,364 shares; 2024Q1: 286,409 shares; 2024Q2: 286,632 shares; 2024Q3: 299,811 shares; 2024Q4: 280,355 shares; 2025Q1: 421,662 shares 421,662 $29.7M 0.84% +141,307 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 139,267 shares; 2023Q4: 146,373 shares; 2024Q1: 150,645 shares; 2024Q2: 155,031 shares; 2024Q3: 163,135 shares; 2024Q4: 158,315 shares; 2025Q1: 162,090 shares 162,090 $28.1M 0.79% +3,775 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; 2023Q2: restricted; 2023Q3: 965,369 shares; 2023Q4: 941,372 shares; 2024Q1: 935,850 shares; 2024Q2: 945,412 shares; 2024Q3: 968,811 shares; 2024Q4: 979,626 shares; 2025Q1: 989,360 shares 989,360 $28M 0.79% +9,734 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; 2023Q2: restricted; 2023Q3: 122,153 shares; 2023Q4: 124,015 shares; 2024Q1: 210,471 shares; 2024Q2: 209,932 shares; 2024Q3: 214,016 shares; 2024Q4: 215,693 shares; 2025Q1: 226,442 shares 226,442 $27.6M 0.78% +10,749 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 91,333 shares; 2023Q4: 93,408 shares; 2024Q1: 102,141 shares; 2024Q2: 103,773 shares; 2024Q3: 395,386 shares; 2024Q4: 406,458 shares; 2025Q1: 446,375 shares 446,375 $27.2M 0.77% +39,917 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 133,047 shares; 2023Q4: 129,188 shares; 2024Q1: 130,796 shares; 2024Q2: 130,036 shares; 2024Q3: 130,589 shares; 2024Q4: 132,701 shares; 2025Q1: 135,357 shares 135,357 $27M 0.76% +2,656 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 98,934 shares; 2023Q4: 100,047 shares; 2024Q1: 134,358 shares; 2024Q2: 195,463 shares; 2024Q3: 258,207 shares; 2024Q4: 260,285 shares; 2025Q1: 279,409 shares 279,409 $25.9M 0.73% +19,124 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; 2023Q2: restricted; 2023Q3: 112,731 shares; 2023Q4: 111,488 shares; 2024Q1: 107,764 shares; 2024Q2: 102,243 shares; 2024Q3: 100,386 shares; 2024Q4: 94,325 shares; 2025Q1: 89,515 shares 89,515 $25.8M 0.73% -4,810 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; 2023Q2: restricted; 2023Q3: 135,972 shares; 2023Q4: 134,989 shares; 2024Q1: 129,155 shares; 2024Q2: 127,999 shares; 2024Q3: 127,199 shares; 2024Q4: 126,214 shares; 2025Q1: 124,329 shares 124,329 $25.7M 0.72% -1,885 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; 2023Q2: restricted; 2023Q3: 414,518 shares; 2023Q4: 430,065 shares; 2024Q1: 472,019 shares; 2024Q2: 496,271 shares; 2024Q3: 512,982 shares; 2024Q4: 483,808 shares; 2025Q1: 500,859 shares 500,859 $25.5M 0.72% +17,051 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 127,579 shares; 2023Q4: 129,198 shares; 2024Q1: 126,661 shares; 2024Q2: 123,820 shares; 2024Q3: 124,434 shares; 2024Q4: 122,659 shares; 2025Q1: 116,609 shares 116,609 $25.3M 0.71% -6,050 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; 2023Q2: restricted; 2023Q3: 39,496 shares; 2023Q4: 39,854 shares; 2024Q1: 40,844 shares; 2024Q2: 41,743 shares; 2024Q3: 44,365 shares; 2024Q4: 46,578 shares; 2025Q1: 207,140 shares 207,140 $25.3M 0.71% +160,562 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,833 shares; 2023Q4: 6,017 shares; 2024Q1: 7,027 shares; 2024Q2: 78,843 shares; 2024Q3: 81,217 shares; 2024Q4: 80,017 shares; 2025Q1: 223,766 shares 223,766 $24.3M 0.68% +143,749 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 188,169 shares; 2023Q4: 173,581 shares; 2024Q1: 164,254 shares; 2024Q2: 161,928 shares; 2024Q3: 164,232 shares; 2024Q4: 161,748 shares; 2025Q1: 151,219 shares 151,219 $23.6M 0.67% -10,529 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 126,694 shares; 2023Q4: 131,315 shares; 2024Q1: 314,851 shares; 2024Q2: 325,155 shares; 2024Q3: 278,705 shares; 2024Q4: 248,714 shares; 2025Q1: 240,266 shares 240,266 $23.6M 0.66% -8,448 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 357,062 shares; 2023Q4: 337,221 shares; 2024Q1: 311,866 shares; 2024Q2: 310,883 shares; 2024Q3: 322,629 shares; 2024Q4: 326,040 shares; 2025Q1: 330,616 shares 330,616 $23.5M 0.66% +4,576 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 198,041 shares; 2023Q4: 198,571 shares; 2024Q1: 196,055 shares; 2024Q2: 194,080 shares; 2024Q3: 204,109 shares; 2024Q4: 206,748 shares; 2025Q1: 212,252 shares 212,252 $23.3M 0.66% +5,504 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; 2023Q2: restricted; 2023Q3: 106,364 shares; 2023Q4: 104,234 shares; 2024Q1: 108,708 shares; 2024Q2: 108,316 shares; 2024Q3: 111,726 shares; 2024Q4: 115,533 shares; 2025Q1: 122,866 shares 122,866 $22.1M 0.62% +7,333 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 66,734 shares; 2023Q4: 66,951 shares; 2024Q1: 66,308 shares; 2024Q2: 66,882 shares; 2024Q3: 68,502 shares; 2024Q4: 67,887 shares; 2025Q1: 69,646 shares 69,646 $21.8M 0.61% +1,759 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; 2023Q2: restricted; 2023Q3: 10,875 shares; 2023Q4: 11,058 shares; 2024Q1: 36,001 shares; 2024Q2: 37,140 shares; 2024Q3: 36,824 shares; 2024Q4: 36,940 shares; 2025Q1: 37,284 shares 37,284 $21.5M 0.61% +344 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; 2023Q2: restricted; 2023Q3: 64,770 shares; 2023Q4: 64,982 shares; 2024Q1: 63,388 shares; 2024Q2: 62,027 shares; 2024Q3: 66,045 shares; 2024Q4: 64,454 shares; 2025Q1: 68,265 shares 68,265 $21.3M 0.6% +3,811 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 130,695 shares; 2023Q4: 129,205 shares; 2024Q1: 131,308 shares; 2024Q2: 135,952 shares; 2024Q3: 136,401 shares; 2024Q4: 136,783 shares; 2025Q1: 135,941 shares 135,941 $21M 0.59% -842 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; 2023Q2: restricted; 2023Q3: 52,289 shares; 2023Q4: 54,693 shares; 2024Q1: 66,843 shares; 2024Q2: 95,935 shares; 2024Q3: 114,644 shares; 2024Q4: 117,996 shares; 2025Q1: 121,582 shares 121,582 $21M 0.59% +3,586 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; 2023Q2: restricted; 2023Q3: 74,481 shares; 2023Q4: 75,272 shares; 2024Q1: 74,639 shares; 2024Q2: 76,232 shares; 2024Q3: 79,741 shares; 2024Q4: 83,558 shares; 2025Q1: 88,771 shares 88,771 $21M 0.59% +5,213 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 492,461 shares; 2023Q4: 498,153 shares; 2024Q1: 585,737 shares; 2024Q2: 595,479 shares; 2024Q3: 691,228 shares; 2024Q4: 653,331 shares; 2025Q1: 825,044 shares 825,044 $20.9M 0.59% +171,713 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 408,885 shares; 2023Q4: 405,579 shares; 2024Q1: 424,836 shares; 2024Q2: 427,474 shares; 2024Q3: 464,351 shares; 2024Q4: 446,825 shares; 2025Q1: 686,862 shares 686,862 $20.9M 0.59% +240,037 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; 2023Q2: restricted; 2023Q3: 22,610 shares; 2023Q4: 21,339 shares; 2024Q1: 25,911 shares; 2024Q2: 25,154 shares; 2024Q3: 23,889 shares; 2024Q4: 23,358 shares; 2025Q1: 21,825 shares 21,825 $20.6M 0.58% -1,533 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 342,937 shares; 2023Q4: 341,437 shares; 2024Q1: 218,802 shares; 2024Q2: 215,872 shares; 2024Q3: 223,167 shares; 2024Q4: 231,285 shares; 2025Q1: 248,954 shares 248,954 $20.6M 0.58% +17,669 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 57,363 shares; 2023Q4: 55,850 shares; 2024Q1: 57,678 shares; 2024Q2: 54,985 shares; 2024Q3: 56,510 shares; 2024Q4: 48,186 shares; 2025Q1: 317,899 shares 317,899 $20.5M 0.58% +269,713 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; 2023Q2: restricted; 2023Q3: 158,272 shares; 2023Q4: 158,749 shares; 2024Q1: 155,648 shares; 2024Q2: 156,044 shares; 2024Q3: 162,685 shares; 2024Q4: 167,110 shares; 2025Q1: 183,189 shares 183,189 $20.5M 0.58% +16,079 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 164,468 shares; 2023Q4: 163,028 shares; 2024Q1: 499,330 shares; 2024Q2: 492,099 shares; 2024Q3: 471,196 shares; 2024Q4: 456,433 shares; 2025Q1: 231,838 shares 231,838 $20.4M 0.57% -224,595 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; 2023Q2: restricted; 2023Q3: 74,516 shares; 2023Q4: 70,539 shares; 2024Q1: 70,359 shares; 2024Q2: 74,645 shares; 2024Q3: 76,139 shares; 2024Q4: 72,001 shares; 2025Q1: 70,566 shares 70,566 $19.4M 0.55% -1,435 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 315,532 shares; 2023Q4: 328,033 shares; 2024Q1: 312,522 shares; 2024Q2: 275,084 shares; 2024Q3: 269,251 shares; 2024Q4: 256,458 shares; 2025Q1: 245,970 shares 245,970 $19.3M 0.54% -10,488 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 177,534 shares; 2023Q4: 194,111 shares; 2024Q1: 208,151 shares; 2024Q2: 208,225 shares; 2024Q3: 212,096 shares; 2024Q4: 207,387 shares; 2025Q1: 190,797 shares 190,797 $18.4M 0.52% -16,590 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 44,815 shares; 2023Q4: 41,903 shares; 2024Q1: 40,042 shares; 2024Q2: 40,448 shares; 2024Q3: 42,977 shares; 2024Q4: 42,673 shares; 2025Q1: 46,847 shares 46,847 $18M 0.51% +4,174 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 540,103 shares; 2023Q4: 550,059 shares; 2024Q1: 551,821 shares; 2024Q2: 549,134 shares; 2024Q3: 567,799 shares; 2024Q4: 586,662 shares; 2025Q1: 647,137 shares 647,137 $17.9M 0.5% +60,475 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; 2023Q2: restricted; 2023Q3: 28,150 shares; 2023Q4: 27,985 shares; 2024Q1: 25,144 shares; 2024Q2: 30,012 shares; 2024Q3: 33,130 shares; 2024Q4: 34,286 shares; 2025Q1: 37,738 shares 37,738 $17.7M 0.5% +3,452 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; 2023Q2: restricted; 2023Q3: 69,524 shares; 2023Q4: 71,102 shares; 2024Q1: 69,882 shares; 2024Q2: 69,138 shares; 2024Q3: 68,479 shares; 2024Q4: 65,712 shares; 2025Q1: 66,621 shares 66,621 $17.2M 0.49% +909 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 351,208 shares; 2023Q4: 360,647 shares; 2024Q1: 368,627 shares; 2024Q2: 376,573 shares; 2024Q3: 378,989 shares; 2024Q4: 380,215 shares; 2025Q1: 349,564 shares 349,564 $17.1M 0.48% -30,651 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 105,808 shares; 2023Q4: 99,701 shares; 2024Q1: 97,456 shares; 2024Q2: 95,303 shares; 2024Q3: 99,183 shares; 2024Q4: 98,815 shares; 2025Q1: 101,693 shares 101,693 $17M 0.48% +2,878 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; 2023Q2: restricted; 2023Q3: 89,772 shares; 2023Q4: 88,307 shares; 2024Q1: 91,797 shares; 2024Q2: 91,191 shares; 2024Q3: 94,841 shares; 2024Q4: 94,395 shares; 2025Q1: 111,891 shares 111,891 $16.2M 0.46% +17,496 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,327 shares; 2023Q4: 23,169 shares; 2024Q1: 46,043 shares; 2024Q2: 53,677 shares; 2024Q3: 59,170 shares; 2024Q4: 66,361 shares; 2025Q1: 83,300 shares 83,300 $15.9M 0.45% +16,939 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,081 shares; 2023Q4: 22,961 shares; 2024Q1: 27,361 shares; 2024Q2: 27,475 shares; 2024Q3: 30,905 shares; 2024Q4: 29,095 shares; 2025Q1: 36,743 shares 36,743 $15.8M 0.44% +7,648 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 131,443 shares; 2023Q4: 127,384 shares; 2024Q1: 126,504 shares; 2024Q2: 130,831 shares; 2024Q3: 149,253 shares; 2024Q4: 148,214 shares; 2025Q1: 195,127 shares 195,127 $15.7M 0.44% +46,913 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; 2023Q2: restricted; 2023Q3: 56,375 shares; 2023Q4: 53,675 shares; 2024Q1: 56,621 shares; 2024Q2: 56,243 shares; 2024Q3: 60,173 shares; 2024Q4: 58,705 shares; 2025Q1: 71,953 shares 71,953 $15.7M 0.44% +13,248 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; 2023Q2: restricted; 2023Q3: 192,695 shares; 2023Q4: 191,900 shares; 2024Q1: 187,825 shares; 2024Q2: 183,186 shares; 2024Q3: 179,065 shares; 2024Q4: 163,499 shares; 2025Q1: 168,561 shares 168,561 $15.1M 0.43% +5,062 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 293,131 shares; 2023Q4: 272,778 shares; 2024Q1: 278,444 shares; 2024Q2: 334,473 shares; 2024Q3: 355,351 shares; 2024Q4: 352,795 shares; 2025Q1: 302,380 shares 302,380 $15M 0.42% -50,415 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 67,073 shares; 2023Q4: 67,788 shares; 2024Q1: 74,941 shares; 2024Q2: 72,746 shares; 2024Q3: 72,108 shares; 2024Q4: 72,603 shares; 2025Q1: 71,404 shares 71,404 $14.8M 0.42% -1,199 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 118,517 shares; 2023Q4: 116,157 shares; 2024Q1: 121,395 shares; 2024Q2: 120,329 shares; 2024Q3: 121,741 shares; 2024Q4: 122,849 shares; 2025Q1: 126,512 shares 126,512 $14.6M 0.41% +3,663 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 41,461 shares; 2023Q4: 60,197 shares; 2024Q1: 41,744 shares; 2024Q2: 42,644 shares; 2024Q3: 41,916 shares; 2024Q4: 58,416 shares; 2025Q1: 43,773 shares 43,773 $13.9M 0.39% -14,643 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 128,253 shares; 2023Q4: 142,126 shares; 2024Q1: 129,630 shares; 2024Q2: 124,556 shares; 2024Q3: 122,579 shares; 2024Q4: 133,778 shares; 2025Q1: 105,759 shares 105,759 $13.6M 0.38% -28,019 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 27,523 shares; 2023Q4: 26,042 shares; 2024Q1: 24,526 shares; 2024Q2: 23,430 shares; 2024Q3: 23,225 shares; 2024Q4: 22,397 shares; 2025Q1: 20,055 shares 20,055 $13.5M 0.38% -2,342 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 44,687 shares; 2023Q4: 53,195 shares; 2024Q1: 48,284 shares; 2024Q2: 47,709 shares; 2024Q3: 47,719 shares; 2024Q4: 48,729 shares; 2025Q1: 51,760 shares 51,760 $13.2M 0.37% +3,031 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 40,618 shares; 2023Q4: 39,612 shares; 2024Q1: 41,107 shares; 2024Q2: 41,177 shares; 2024Q3: 41,789 shares; 2024Q4: 41,905 shares; 2025Q1: 43,280 shares 43,280 $13.1M 0.37% +1,375 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 71,264 shares; 2023Q4: 90,504 shares; 2024Q1: 97,013 shares; 2024Q2: 99,619 shares; 2024Q3: 97,823 shares; 2024Q4: 90,468 shares; 2025Q1: 92,067 shares 92,067 $12.9M 0.36% +1,599 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 59,872 shares; 2023Q4: 56,205 shares; 2024Q1: 55,532 shares; 2024Q2: 55,078 shares; 2024Q3: 54,115 shares; 2024Q4: 53,853 shares; 2025Q1: 50,976 shares 50,976 $12.5M 0.35% -2,877 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; 2023Q2: restricted; 2023Q3: 44,171 shares; 2023Q4: 47,116 shares; 2024Q1: 60,997 shares; 2024Q2: 60,143 shares; 2024Q3: 62,066 shares; 2024Q4: 62,213 shares; 2025Q1: 58,255 shares 58,255 $12.3M 0.35% -3,958 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 292,605 shares; 2023Q4: 307,500 shares; 2024Q1: 305,284 shares; 2024Q2: 325,003 shares; 2024Q3: 271,636 shares; 2024Q4: 235,708 shares; 2025Q1: 214,738 shares 214,738 $12.1M 0.34% -20,970 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 134,466 shares; 2023Q4: 126,133 shares; 2024Q1: 233,590 shares; 2024Q2: 242,269 shares; 2024Q3: 321,139 shares; 2024Q4: 243,395 shares; 2025Q1: 262,098 shares 262,098 $12.1M 0.34% +18,703 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 19,362 shares; 2023Q4: 19,526 shares; 2024Q1: 20,630 shares; 2024Q2: 23,782 shares; 2024Q3: 24,665 shares; 2024Q4: 24,468 shares; 2025Q1: 34,302 shares 34,302 $12M 0.34% +9,834 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; 2023Q2: restricted; 2023Q3: 49,927 shares; 2023Q4: 52,813 shares; 2024Q1: 55,260 shares; 2024Q2: 53,228 shares; 2024Q3: 53,690 shares; 2024Q4: 54,253 shares; 2025Q1: 51,464 shares 51,464 $11.9M 0.34% -2,789 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 39,674 shares; 2023Q4: 45,009 shares; 2024Q1: 50,904 shares; 2024Q2: 56,229 shares; 2024Q3: 60,550 shares; 2024Q4: 56,740 shares; 2025Q1: 69,263 shares 69,263 $11.8M 0.33% +12,523 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; 2023Q2: restricted; 2023Q3: 247,508 shares; 2023Q4: 244,579 shares; 2024Q1: 247,115 shares; 2024Q2: 254,375 shares; 2024Q3: 274,687 shares; 2024Q4: 291,278 shares; 2025Q1: 103,718 shares 103,718 $11.6M 0.33% -187,560 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; 2023Q2: restricted; 2023Q3: 24,658 shares; 2023Q4: 23,538 shares; 2024Q1: 21,738 shares; 2024Q2: 20,919 shares; 2024Q3: 20,098 shares; 2024Q4: 19,668 shares; 2025Q1: 19,062 shares 19,062 $11.6M 0.33% -606 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,526 shares; 2023Q4: 17,475 shares; 2024Q1: 18,099 shares; 2024Q2: 18,100 shares; 2024Q3: 18,959 shares; 2024Q4: 18,875 shares; 2025Q1: 20,428 shares 20,428 $11.6M 0.33% +1,553 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 165,874 shares; 2023Q4: 161,764 shares; 2024Q1: 160,164 shares; 2024Q2: 161,678 shares; 2024Q3: 168,768 shares; 2024Q4: 162,761 shares; 2025Q1: 151,615 shares 151,615 $11.5M 0.32% -11,146 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 222,481 shares; 2023Q4: 220,751 shares; 2024Q1: 241,318 shares; 2024Q2: 173,266 shares; 2024Q3: 174,281 shares; 2024Q4: 179,386 shares; 2025Q1: 183,459 shares 183,459 $11.3M 0.32% +4,073 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 144,879 shares; 2023Q4: 363,589 shares; 2024Q1: 364,419 shares; 2024Q2: 354,271 shares; 2024Q3: 361,681 shares; 2024Q4: 342,015 shares; 2025Q1: 366,550 shares 366,550 $10.9M 0.31% +24,535 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 167,908 shares; 2023Q4: 167,935 shares; 2024Q1: 159,005 shares; 2024Q2: 106,639 shares; 2024Q3: 100,980 shares; 2024Q4: 100,676 shares; 2025Q1: 100,765 shares 100,765 $10.5M 0.3% +89 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 144,973 shares; 2023Q4: 144,695 shares; 2024Q1: 145,123 shares; 2024Q2: 141,082 shares; 2024Q3: 142,308 shares; 2024Q4: 131,679 shares; 2025Q1: 115,322 shares 115,322 $10.5M 0.3% -16,357 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; 2023Q2: restricted; 2023Q3: 8,531 shares; 2023Q4: 7,684 shares; 2024Q1: 6,764 shares; 2024Q2: 6,520 shares; 2024Q3: 11,670 shares; 2024Q4: 18,811 shares; 2025Q1: 59,549 shares 59,549 $10.5M 0.29% +40,738 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 123,286 shares; 2023Q4: 119,643 shares; 2024Q1: 118,731 shares; 2024Q2: 114,754 shares; 2024Q3: 117,119 shares; 2024Q4: 117,879 shares; 2025Q1: 78,602 shares 78,602 $10.4M 0.29% -39,277 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; 2023Q2: restricted; 2023Q3: 46,413 shares; 2023Q4: 48,541 shares; 2024Q1: 50,971 shares; 2024Q2: 49,551 shares; 2024Q3: 49,697 shares; 2024Q4: 49,783 shares; 2025Q1: 49,711 shares 49,711 $10.4M 0.29% -72 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 162,666 shares; 2024Q3: 192,674 shares; 2024Q4: 275,534 shares; 2025Q1: 306,395 shares 306,395 $10.3M 0.29% +30,861 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 42,011 shares; 2023Q4: 44,789 shares; 2024Q1: 49,230 shares; 2024Q2: 49,346 shares; 2024Q3: 48,840 shares; 2024Q4: 46,962 shares; 2025Q1: 52,507 shares 52,507 $10.2M 0.29% +5,545 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 124,487 shares; 2023Q4: 128,365 shares; 2024Q1: 117,126 shares; 2024Q2: 118,402 shares; 2024Q3: 119,645 shares; 2024Q4: 120,185 shares; 2025Q1: 119,344 shares 119,344 $10.2M 0.29% -841 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 212,280 shares; 2023Q4: 205,250 shares; 2024Q1: 189,543 shares; 2024Q2: 196,653 shares; 2024Q3: 184,136 shares; 2024Q4: 163,140 shares; 2025Q1: 171,783 shares 171,783 $10.1M 0.28% +8,643 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 55,113 shares; 2023Q4: 105,751 shares; 2024Q1: 77,683 shares; 2024Q2: 72,939 shares; 2024Q3: 77,915 shares; 2024Q4: 228,048 shares; 2025Q1: 94,691 shares 94,691 $9.98M 0.28% -133,357 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 150,057 shares; 2024Q2: 187,533 shares; 2024Q3: 203,872 shares; 2024Q4: 190,343 shares; 2025Q1: 202,886 shares 202,886 $9.89M 0.28% +12,543 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 175,521 shares; 2023Q4: 136,463 shares; 2024Q1: 120,925 shares; 2024Q2: 122,148 shares; 2024Q3: 108,618 shares; 2024Q4: 95,807 shares; 2025Q1: 109,032 shares 109,032 $9.77M 0.28% +13,225 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 80,889 shares; 2023Q4: 87,750 shares; 2024Q1: 81,376 shares; 2024Q2: 81,467 shares; 2024Q3: 79,670 shares; 2024Q4: 82,014 shares; 2025Q1: 77,351 shares 77,351 $9.74M 0.27% -4,663 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,907 shares; 2023Q4: 14,515 shares; 2024Q1: 14,081 shares; 2024Q2: 13,643 shares; 2024Q3: 13,437 shares; 2024Q4: 13,195 shares; 2025Q1: 15,314 shares 15,314 $9.71M 0.27% +2,119 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; 2023Q2: restricted; 2023Q3: 18,898 shares; 2023Q4: 18,886 shares; 2024Q1: 19,097 shares; 2024Q2: 19,176 shares; 2024Q3: 19,220 shares; 2024Q4: 19,142 shares; 2025Q1: 18,911 shares 18,911 $9.61M 0.27% -231 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; 2023Q2: restricted; 2023Q3: 47,296 shares; 2023Q4: 46,522 shares; 2024Q1: 43,441 shares; 2024Q2: 42,950 shares; 2024Q3: 42,622 shares; 2024Q4: 24,358 shares; 2025Q1: 18,543 shares 18,543 $9.53M 0.27% -5,815 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; 2023Q2: restricted; 2023Q3: 15,756 shares; 2023Q4: 16,640 shares; 2024Q1: 16,069 shares; 2024Q2: 17,214 shares; 2024Q3: 17,236 shares; 2024Q4: 17,742 shares; 2025Q1: 17,885 shares 17,885 $9.53M 0.27% +143 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 859 shares; 2023Q4: 937 shares; 2024Q1: 2,214 shares; 2024Q2: 2,190 shares; 2024Q3: 2,163 shares; 2024Q4: 2,199 shares; 2025Q1: 19,315 shares 19,315 $9.36M 0.26% +17,116 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 139,624 shares; 2023Q4: 133,928 shares; 2024Q1: 113,412 shares; 2024Q2: 89,889 shares; 2024Q3: 182,434 shares; 2024Q4: 176,688 shares; 2025Q1: 157,869 shares 157,869 $9.3M 0.26% -18,819 Timeline JIRE 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; 2023Q2: restricted; 2023Q3: 133,801 shares; 2023Q4: 113,688 shares; 2024Q1: 116,053 shares; 2024Q2: 120,405 shares; 2024Q3: 145,584 shares; 2024Q4: 140,520 shares; 2025Q1: 144,200 shares 144,200 $9.19M 0.26% +3,680 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 61,372 shares; 2023Q4: 71,433 shares; 2024Q1: 62,469 shares; 2024Q2: 58,308 shares; 2024Q3: 56,794 shares; 2024Q4: 55,295 shares; 2025Q1: 58,004 shares 58,004 $8.76M 0.25% +2,709 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 127,389 shares; 2023Q4: 125,324 shares; 2024Q1: 121,536 shares; 2024Q2: 117,507 shares; 2024Q3: 115,254 shares; 2024Q4: 115,195 shares; 2025Q1: 125,790 shares 125,790 $8.75M 0.25% +10,595 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 163,339 shares; 2023Q4: 143,439 shares; 2024Q1: 145,719 shares; 2024Q2: 145,963 shares; 2024Q3: 146,962 shares; 2024Q4: 140,510 shares; 2025Q1: 139,342 shares 139,342 $8.65M 0.24% -1,168 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; 2023Q2: restricted; 2023Q3: 13,079 shares; 2023Q4: 12,663 shares; 2024Q1: 9,600 shares; 2024Q2: 10,031 shares; 2024Q3: 10,057 shares; 2024Q4: 9,957 shares; 2025Q1: 9,730 shares 9,730 $8.04M 0.23% -227 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; 2023Q2: restricted; 2023Q3: 108,331 shares; 2023Q4: 98,639 shares; 2024Q1: 104,216 shares; 2024Q2: 105,295 shares; 2024Q3: 99,077 shares; 2024Q4: 98,228 shares; 2025Q1: 96,556 shares 96,556 $7.62M 0.21% -1,672 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 40,513 shares; 2023Q4: 48,781 shares; 2024Q1: 56,257 shares; 2024Q2: 68,302 shares; 2024Q3: 66,072 shares; 2024Q4: 70,160 shares; 2025Q1: 72,192 shares 72,192 $7.47M 0.21% +2,032 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 24,331 shares; 2023Q4: 22,821 shares; 2024Q1: 22,303 shares; 2024Q2: 21,650 shares; 2024Q3: 21,837 shares; 2024Q4: 21,928 shares; 2025Q1: 12,063 shares 12,063 $7.41M 0.21% -9,865 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 141 shares; 2023Q4: 141 shares; 2024Q1: 57 shares; 2024Q2: 57 shares; 2024Q3: not reported; 2024Q4: 11,744 shares; 2025Q1: 34,557 shares 34,557 $6.99M 0.2% +22,813 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; 2023Q2: restricted; 2023Q3: 14,624 shares; 2023Q4: 14,883 shares; 2024Q1: 25,366 shares; 2024Q2: 43,198 shares; 2024Q3: 54,823 shares; 2024Q4: 56,998 shares; 2025Q1: 70,841 shares 70,841 $6.57M 0.19% +13,843 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 95,530 shares; 2023Q4: 54,447 shares; 2024Q1: 93,698 shares; 2024Q2: 151,839 shares; 2024Q3: 199,651 shares; 2024Q4: 206,504 shares; 2025Q1: 226,969 shares 226,969 $6.19M 0.17% +20,465 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 52,374 shares; 2023Q4: 58,377 shares; 2024Q1: 52,091 shares; 2024Q2: 52,194 shares; 2024Q3: 51,807 shares; 2024Q4: 51,983 shares; 2025Q1: 52,119 shares 52,119 $6.12M 0.17% +136 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 41,089 shares; 2023Q4: 35,545 shares; 2024Q1: 39,885 shares; 2024Q2: 39,229 shares; 2024Q3: 39,198 shares; 2024Q4: 39,832 shares; 2025Q1: 37,277 shares 37,277 $5.98M 0.17% -2,555 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; 2023Q2: restricted; 2023Q3: 11,943 shares; 2023Q4: 10,185 shares; 2024Q1: 9,927 shares; 2024Q2: 10,886 shares; 2024Q3: 11,018 shares; 2024Q4: 11,135 shares; 2025Q1: 11,204 shares 11,204 $5.98M 0.17% +69 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,979 shares; 2023Q4: 17,208 shares; 2024Q1: 27,492 shares; 2024Q2: 42,910 shares; 2024Q3: 54,534 shares; 2024Q4: 65,531 shares; 2025Q1: 72,247 shares 72,247 $5.96M 0.17% +6,716 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 62,861 shares; 2023Q4: 51,261 shares; 2024Q1: 52,682 shares; 2024Q2: 86,716 shares; 2024Q3: 86,697 shares; 2024Q4: 94,164 shares; 2025Q1: 59,272 shares 59,272 $5.93M 0.17% -34,892 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; 2023Q2: restricted; 2023Q3: 134,825 shares; 2023Q4: 138,216 shares; 2024Q1: 148,100 shares; 2024Q2: 148,194 shares; 2024Q3: 151,783 shares; 2024Q4: 124,412 shares; 2025Q1: 123,905 shares 123,905 $5.61M 0.16% -507 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 98,446 shares; 2023Q4: 79,770 shares; 2024Q1: 71,080 shares; 2024Q2: 55,444 shares; 2024Q3: 52,716 shares; 2024Q4: 51,674 shares; 2025Q1: 49,648 shares 49,648 $5.52M 0.16% -2,026 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 41,114 shares; 2023Q4: 40,604 shares; 2024Q1: 40,055 shares; 2024Q2: 39,371 shares; 2024Q3: 39,972 shares; 2024Q4: 39,972 shares; 2025Q1: 39,625 shares 39,625 $5.38M 0.15% -347 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; 2023Q2: restricted; 2023Q3: 16,324 shares; 2023Q4: 13,340 shares; 2024Q1: 13,173 shares; 2024Q2: 12,194 shares; 2024Q3: 11,773 shares; 2024Q4: 11,176 shares; 2025Q1: 10,770 shares 10,770 $5.36M 0.15% -406 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 63,170 shares; 2023Q4: 61,342 shares; 2024Q1: 60,443 shares; 2024Q2: 62,481 shares; 2024Q3: 62,925 shares; 2024Q4: 62,365 shares; 2025Q1: 35,567 shares 35,567 $5.33M 0.15% -26,798 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113,869 shares 113,869 $5.14M 0.14% new Timeline JPEM 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; 2023Q2: restricted; 2023Q3: 99,451 shares; 2023Q4: 72,376 shares; 2024Q1: 71,453 shares; 2024Q2: 74,069 shares; 2024Q3: 101,157 shares; 2024Q4: 98,494 shares; 2025Q1: 97,327 shares 97,327 $5.13M 0.14% -1,167 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,396 shares; 2023Q4: 14,620 shares; 2024Q1: 14,099 shares; 2024Q2: 15,433 shares; 2024Q3: 17,342 shares; 2024Q4: 16,952 shares; 2025Q1: 16,624 shares 16,624 $5.1M 0.14% -328 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 81,893 shares; 2024Q3: 90,473 shares; 2024Q4: 92,903 shares; 2025Q1: 89,477 shares 89,477 $4.97M 0.14% -3,426 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 74,197 shares; 2023Q4: 63,686 shares; 2024Q1: 54,999 shares; 2024Q2: 55,051 shares; 2024Q3: 51,805 shares; 2024Q4: 66,042 shares; 2025Q1: 81,606 shares 81,606 $4.81M 0.14% +15,564 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 27,206 shares; 2023Q4: 25,778 shares; 2024Q1: 18,768 shares; 2024Q2: 18,649 shares; 2024Q3: 18,830 shares; 2024Q4: 19,451 shares; 2025Q1: 17,888 shares 17,888 $4.8M 0.14% -1,563 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,464 shares; 2023Q4: 6,973 shares; 2024Q1: 6,858 shares; 2024Q2: 6,683 shares; 2024Q3: 6,663 shares; 2024Q4: 7,576 shares; 2025Q1: 11,329 shares 11,329 $4.76M 0.13% +3,753 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; 2023Q2: restricted; 2023Q3: 31,368 shares; 2023Q4: 30,945 shares; 2024Q1: 31,361 shares; 2024Q2: 31,599 shares; 2024Q3: 31,132 shares; 2024Q4: 31,184 shares; 2025Q1: 31,453 shares 31,453 $4.59M 0.13% +269 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 39,780 shares; 2023Q4: 39,668 shares; 2024Q1: 40,562 shares; 2024Q2: 42,114 shares; 2024Q3: 42,443 shares; 2024Q4: 26,268 shares; 2025Q1: 24,644 shares 24,644 $4.59M 0.13% -1,624 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 37,307 shares; 2023Q4: 35,760 shares; 2024Q1: 35,224 shares; 2024Q2: 35,724 shares; 2024Q3: 35,205 shares; 2024Q4: 35,257 shares; 2025Q1: 34,229 shares 34,229 $4.53M 0.13% -1,028 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,647 shares; 2023Q4: 15,885 shares; 2024Q1: 16,177 shares; 2024Q2: 16,009 shares; 2024Q3: 17,309 shares; 2024Q4: 17,320 shares; 2025Q1: 17,999 shares 17,999 $4.53M 0.13% +679 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20,127 shares; 2023Q4: 99,772 shares; 2024Q1: 26,720 shares; 2024Q2: 39,864 shares; 2024Q3: 38,627 shares; 2024Q4: 68,292 shares; 2025Q1: 53,519 shares 53,519 $4.43M 0.12% -14,773 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 276,188 shares; 2023Q4: 274,958 shares; 2024Q1: 45,166 shares; 2024Q2: 37,886 shares; 2024Q3: 36,451 shares; 2024Q4: 32,292 shares; 2025Q1: 30,236 shares 30,236 $4.23M 0.12% -2,056 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 51,022 shares; 2023Q4: 52,308 shares; 2024Q1: 29,151 shares; 2024Q2: 65,728 shares; 2024Q3: 43,158 shares; 2024Q4: 42,735 shares; 2025Q1: 77,541 shares 77,541 $4.18M 0.12% +34,806 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 79,241 shares; 2023Q4: 74,411 shares; 2024Q1: 64,662 shares; 2024Q2: 63,157 shares; 2024Q3: 55,653 shares; 2024Q4: 48,226 shares; 2025Q1: 38,162 shares 38,162 $4.01M 0.11% -10,064 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 246 shares; 2023Q4: 95,877 shares; 2024Q1: 97,003 shares; 2024Q2: 103,615 shares; 2024Q3: 122,676 shares; 2024Q4: 130,756 shares; 2025Q1: 88,232 shares 88,232 $3.87M 0.11% -42,524 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 104,351 shares; 2023Q4: 112,228 shares; 2024Q1: 115,862 shares; 2024Q2: 115,834 shares; 2024Q3: 117,854 shares; 2024Q4: 120,714 shares; 2025Q1: 119,529 shares 119,529 $3.78M 0.11% -1,185 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 85,082 shares; 2023Q4: 109,972 shares; 2024Q1: 108,103 shares; 2024Q2: 111,083 shares; 2024Q3: 111,316 shares; 2024Q4: 82,583 shares; 2025Q1: 71,066 shares 71,066 $3.58M 0.1% -11,517 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,232 shares; 2023Q4: 34,720 shares; 2024Q1: 47,772 shares; 2024Q2: 56,596 shares; 2024Q3: 81,670 shares; 2024Q4: 80,790 shares; 2025Q1: 63,824 shares 63,824 $3.52M 0.1% -16,966 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 31,903 shares; 2023Q4: 31,907 shares; 2024Q1: 32,401 shares; 2024Q2: 29,645 shares; 2024Q3: 28,194 shares; 2024Q4: 28,523 shares; 2025Q1: 27,443 shares 27,443 $3.42M 0.1% -1,080 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; 2023Q2: restricted; 2023Q3: 6,526 shares; 2023Q4: 6,585 shares; 2024Q1: 6,446 shares; 2024Q2: 6,139 shares; 2024Q3: 6,458 shares; 2024Q4: 6,652 shares; 2025Q1: 6,489 shares 6,489 $3.4M 0.1% -163 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; 2023Q2: restricted; 2023Q3: 52,812 shares; 2023Q4: 54,171 shares; 2024Q1: 54,901 shares; 2024Q2: 56,552 shares; 2024Q3: 55,937 shares; 2024Q4: 48,538 shares; 2025Q1: 45,957 shares 45,957 $3.38M 0.1% -2,581 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 9,416 shares; 2024Q1: 1,737 shares; 2024Q2: 1,845 shares; 2024Q3: 1,902 shares; 2024Q4: 1,970 shares; 2025Q1: 12,439 shares 12,439 $3.37M 0.09% +10,469 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 43,159 shares; 2023Q4: 39,251 shares; 2024Q1: 37,842 shares; 2024Q2: 34,065 shares; 2024Q3: 34,065 shares; 2024Q4: 34,065 shares; 2025Q1: 34,065 shares 34,065 $3.34M 0.09% 0 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; 2023Q2: restricted; 2023Q3: 16,227 shares; 2023Q4: 17,081 shares; 2024Q1: 16,093 shares; 2024Q2: 15,876 shares; 2024Q3: 16,456 shares; 2024Q4: 15,980 shares; 2025Q1: 15,031 shares 15,031 $3.33M 0.09% -949 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 118,136 shares; 2023Q4: 60,067 shares; 2024Q1: 66,819 shares; 2024Q2: 64,626 shares; 2024Q3: 61,553 shares; 2024Q4: 49,208 shares; 2025Q1: 43,453 shares 43,453 $3.33M 0.09% -5,755 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; 2023Q2: restricted; 2023Q3: 25,148 shares; 2023Q4: 25,089 shares; 2024Q1: 24,967 shares; 2024Q2: 25,148 shares; 2024Q3: 25,154 shares; 2024Q4: 25,150 shares; 2025Q1: 25,146 shares 25,146 $3.3M 0.09% -4 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; 2023Q2: restricted; 2023Q3: 5,635 shares; 2023Q4: 5,710 shares; 2024Q1: 6,249 shares; 2024Q2: 6,389 shares; 2024Q3: 6,707 shares; 2024Q4: 6,604 shares; 2025Q1: 6,620 shares 6,620 $3.28M 0.09% +16 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 47,658 shares; 2023Q4: 46,329 shares; 2024Q1: 46,486 shares; 2024Q2: 46,093 shares; 2024Q3: 38,106 shares; 2024Q4: 28,502 shares; 2025Q1: 19,821 shares 19,821 $3.26M 0.09% -8,681 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,364 shares; 2023Q4: 11,585 shares; 2024Q1: 11,744 shares; 2024Q2: 11,864 shares; 2024Q3: 12,340 shares; 2024Q4: 12,685 shares; 2025Q1: 12,368 shares 12,368 $3.21M 0.09% -317 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; 2023Q2: restricted; 2023Q3: 7,707 shares; 2023Q4: 8,535 shares; 2024Q1: 8,703 shares; 2024Q2: 8,047 shares; 2024Q3: 10,655 shares; 2024Q4: 10,579 shares; 2025Q1: 11,791 shares 11,791 $3.17M 0.09% +1,212 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; 2023Q2: restricted; 2023Q3: 14,432 shares; 2023Q4: 14,337 shares; 2024Q1: 13,306 shares; 2024Q2: 13,564 shares; 2024Q3: 13,779 shares; 2024Q4: 13,964 shares; 2025Q1: 13,601 shares 13,601 $3.17M 0.09% -363 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; 2023Q2: restricted; 2023Q3: 64,696 shares; 2023Q4: 53,299 shares; 2024Q1: 46,740 shares; 2024Q2: 44,943 shares; 2024Q3: 44,770 shares; 2024Q4: 43,430 shares; 2025Q1: 43,288 shares 43,288 $3.07M 0.09% -142 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; 2023Q2: restricted; 2023Q3: 49,099 shares; 2023Q4: 44,711 shares; 2024Q1: 40,812 shares; 2024Q2: 40,542 shares; 2024Q3: 41,106 shares; 2024Q4: 41,106 shares; 2025Q1: 40,956 shares 40,956 $3.06M 0.09% -150 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; 2023Q2: restricted; 2023Q3: 15,231 shares; 2023Q4: 15,181 shares; 2024Q1: 15,009 shares; 2024Q2: 15,387 shares; 2024Q3: 15,349 shares; 2024Q4: 15,339 shares; 2025Q1: 15,049 shares 15,049 $2.97M 0.08% -290 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 85,849 shares; 2023Q4: 86,340 shares; 2024Q1: 84,583 shares; 2024Q2: 84,418 shares; 2024Q3: 41,206 shares; 2024Q4: 33,818 shares; 2025Q1: 28,983 shares 28,983 $2.97M 0.08% -4,835 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 8,547 shares; 2024Q1: 7,141 shares; 2024Q2: 7,314 shares; 2024Q3: 8,072 shares; 2024Q4: 8,708 shares; 2025Q1: 28,437 shares 28,437 $2.95M 0.08% +19,729 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; 2023Q2: restricted; 2023Q3: 10,238 shares; 2023Q4: 11,389 shares; 2024Q1: 11,370 shares; 2024Q2: 11,901 shares; 2024Q3: 12,293 shares; 2024Q4: 9,791 shares; 2025Q1: 9,355 shares 9,355 $2.89M 0.08% -436 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,362 shares; 2023Q4: 22,270 shares; 2024Q1: 30,130 shares; 2024Q2: 32,293 shares; 2024Q3: 37,557 shares; 2024Q4: 35,985 shares; 2025Q1: 30,622 shares 30,622 $2.87M 0.08% -5,363 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,643 shares; 2023Q4: 21,633 shares; 2024Q1: 21,633 shares; 2024Q2: 21,620 shares; 2024Q3: 21,596 shares; 2024Q4: 21,735 shares; 2025Q1: 21,572 shares 21,572 $2.85M 0.08% -163 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; 2023Q2: restricted; 2023Q3: 163,058 shares; 2023Q4: 165,108 shares; 2024Q1: 170,868 shares; 2024Q2: 172,683 shares; 2024Q3: 175,375 shares; 2024Q4: 180,340 shares; 2025Q1: 25,902 shares 25,902 $2.83M 0.08% -154,438 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,699 shares; 2023Q4: 11,333 shares; 2024Q1: 11,552 shares; 2024Q2: 11,339 shares; 2024Q3: 10,809 shares; 2024Q4: 10,530 shares; 2025Q1: 10,143 shares 10,143 $2.82M 0.08% -387 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; 2023Q2: restricted; 2023Q3: 36,281 shares; 2023Q4: 35,039 shares; 2024Q1: 34,682 shares; 2024Q2: 33,703 shares; 2024Q3: 32,794 shares; 2024Q4: 30,888 shares; 2025Q1: 29,845 shares 29,845 $2.79M 0.08% -1,043 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; 2023Q2: restricted; 2023Q3: 5,087 shares; 2023Q4: 5,087 shares; 2024Q1: 5,000 shares; 2024Q2: 5,000 shares; 2024Q3: 4,975 shares; 2024Q4: 4,883 shares; 2025Q1: 4,974 shares 4,974 $2.7M 0.08% +91 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; 2023Q2: restricted; 2023Q3: 8,833 shares; 2023Q4: 8,639 shares; 2024Q1: 9,089 shares; 2024Q2: 8,918 shares; 2024Q3: 8,773 shares; 2024Q4: 8,950 shares; 2025Q1: 8,761 shares 8,761 $2.68M 0.08% -189 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,264 shares; 2023Q4: 4,299 shares; 2024Q1: 4,722 shares; 2024Q2: 4,936 shares; 2024Q3: 5,140 shares; 2024Q4: 5,256 shares; 2025Q1: 4,791 shares 4,791 $2.63M 0.07% -465 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,184 shares; 2023Q4: 8,270 shares; 2024Q1: 7,438 shares; 2024Q2: 8,564 shares; 2024Q3: 8,399 shares; 2024Q4: 7,967 shares; 2025Q1: 7,921 shares 7,921 $2.61M 0.07% -46 Timeline JMUB 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; 2023Q2: restricted; 2023Q3: 90,829 shares; 2023Q4: 66,086 shares; 2024Q1: 65,316 shares; 2024Q2: 66,031 shares; 2024Q3: 66,759 shares; 2024Q4: 55,720 shares; 2025Q1: 51,966 shares 51,966 $2.6M 0.07% -3,754 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 35,654 shares; 2023Q4: 38,220 shares; 2024Q1: 38,808 shares; 2024Q2: 42,115 shares; 2024Q3: 18,926 shares; 2024Q4: 26,730 shares; 2025Q1: 23,351 shares 23,351 $2.58M 0.07% -3,379 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,679 shares; 2025Q1: 2,637 shares 2,637 $2.5M 0.07% -42 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; 2023Q2: restricted; 2023Q3: 45,573 shares; 2023Q4: 44,451 shares; 2024Q1: 45,578 shares; 2024Q2: 45,785 shares; 2024Q3: 47,009 shares; 2024Q4: 48,605 shares; 2025Q1: 49,934 shares 49,934 $2.49M 0.07% +1,329 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; 2023Q2: restricted; 2023Q3: 194,383 shares; 2023Q4: 144,070 shares; 2024Q1: 138,405 shares; 2024Q2: 133,522 shares; 2024Q3: 123,922 shares; 2024Q4: 123,635 shares; 2025Q1: 124,816 shares 124,816 $2.42M 0.07% +1,181 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20,500 shares; 2023Q4: 18,170 shares; 2024Q1: 16,951 shares; 2024Q2: 16,444 shares; 2024Q3: 17,089 shares; 2024Q4: 11,781 shares; 2025Q1: 10,801 shares 10,801 $2.39M 0.07% -980 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 49,500 shares; 2025Q1: 49,500 shares 49,500 $2.37M 0.07% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,325 shares; 2023Q4: 23,539 shares; 2024Q1: 24,027 shares; 2024Q2: 23,687 shares; 2024Q3: 27,272 shares; 2024Q4: 28,356 shares; 2025Q1: 15,313 shares 15,313 $2.36M 0.07% -13,043 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; 2023Q2: restricted; 2023Q3: 5,330 shares; 2023Q4: 12,435 shares; 2024Q1: 22,894 shares; 2024Q2: 38,117 shares; 2024Q3: 38,176 shares; 2024Q4: 43,484 shares; 2025Q1: 39,785 shares 39,785 $2.34M 0.07% -3,699 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,749 shares 45,749 $2.27M 0.06% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,307 shares; 2023Q4: 4,956 shares; 2024Q1: 104,450 shares; 2024Q2: 103,195 shares; 2024Q3: 110,877 shares; 2024Q4: 117,412 shares; 2025Q1: 14,706 shares 14,706 $2.26M 0.06% -102,706 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 43,094 shares; 2023Q4: 15,621 shares; 2024Q1: 15,014 shares; 2024Q2: 13,669 shares; 2024Q3: 16,052 shares; 2024Q4: 16,416 shares; 2025Q1: 16,063 shares 16,063 $2.16M 0.06% -353 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; 2023Q2: restricted; 2023Q3: 23,878 shares; 2023Q4: 23,924 shares; 2024Q1: 24,544 shares; 2024Q2: 20,288 shares; 2024Q3: 19,740 shares; 2024Q4: 19,427 shares; 2025Q1: 20,367 shares 20,367 $2.01M 0.06% +940 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 90,489 shares; 2023Q4: 83,683 shares; 2024Q1: 32,123 shares; 2024Q2: 31,155 shares; 2024Q3: 28,440 shares; 2024Q4: 27,929 shares; 2025Q1: 26,268 shares 26,268 $1.99M 0.06% -1,661 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 19,923 shares; 2024Q2: 21,883 shares; 2024Q3: 38,033 shares; 2024Q4: 35,421 shares; 2025Q1: 36,984 shares 36,984 $1.94M 0.05% +1,563 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; 2023Q2: restricted; 2023Q3: 62,578 shares; 2023Q4: 60,096 shares; 2024Q1: 40,865 shares; 2024Q2: 36,884 shares; 2024Q3: 35,680 shares; 2024Q4: 28,448 shares; 2025Q1: 20,388 shares 20,388 $1.85M 0.05% -8,060 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; 2023Q2: restricted; 2023Q3: 58,627 shares; 2023Q4: 58,184 shares; 2024Q1: 53,539 shares; 2024Q2: 48,476 shares; 2024Q3: 50,444 shares; 2024Q4: 50,219 shares; 2025Q1: 44,042 shares 44,042 $1.84M 0.05% -6,177 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; 2023Q2: restricted; 2023Q3: 6,491 shares; 2023Q4: 6,465 shares; 2024Q1: 6,463 shares; 2024Q2: 6,574 shares; 2024Q3: 6,655 shares; 2024Q4: 6,701 shares; 2025Q1: 6,676 shares 6,676 $1.82M 0.05% -25 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 755 shares; 2023Q4: 798 shares; 2024Q1: 1,436 shares; 2024Q2: 1,832 shares; 2024Q3: 1,987 shares; 2024Q4: 1,794 shares; 2025Q1: 1,945 shares 1,945 $1.81M 0.05% +151 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 55,844 shares; 2024Q2: 43,246 shares; 2024Q3: 4,580 shares; 2024Q4: 4,235 shares; 2025Q1: 49,288 shares 49,288 $1.79M 0.05% +45,053 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,000 shares; 2023Q4: 16,000 shares; 2024Q1: 16,000 shares; 2024Q2: 16,311 shares; 2024Q3: 16,311 shares; 2024Q4: 16,311 shares; 2025Q1: 16,311 shares 16,311 $1.77M 0.05% 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; 2023Q2: restricted; 2023Q3: 24,644 shares; 2023Q4: 23,727 shares; 2024Q1: 24,475 shares; 2024Q2: 24,401 shares; 2024Q3: 24,210 shares; 2024Q4: 23,639 shares; 2025Q1: 24,380 shares 24,380 $1.75M 0.05% +741 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; 2023Q2: restricted; 2023Q3: 4,436 shares; 2023Q4: 3,832 shares; 2024Q1: 3,667 shares; 2024Q2: 3,650 shares; 2024Q3: 4,019 shares; 2024Q4: 3,610 shares; 2025Q1: 3,592 shares 3,592 $1.74M 0.05% -18 Timeline XLP 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; 2023Q2: restricted; 2023Q3: 22,925 shares; 2023Q4: 22,284 shares; 2024Q1: 21,308 shares; 2024Q2: 21,272 shares; 2024Q3: 22,105 shares; 2024Q4: 21,426 shares; 2025Q1: 21,294 shares 21,294 $1.74M 0.05% -132 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,962 shares; 2023Q4: 11,675 shares; 2024Q1: 11,627 shares; 2024Q2: 14,066 shares; 2024Q3: 14,389 shares; 2024Q4: 14,445 shares; 2025Q1: 14,939 shares 14,939 $1.67M 0.05% +494 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 37,035 shares; 2023Q4: 34,813 shares; 2024Q1: 34,691 shares; 2024Q2: 33,660 shares; 2024Q3: 28,433 shares; 2024Q4: 20,428 shares; 2025Q1: 14,028 shares 14,028 $1.64M 0.05% -6,400 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,833 shares; 2023Q4: 5,057 shares; 2024Q1: 5,421 shares; 2024Q2: 5,182 shares; 2024Q3: 5,606 shares; 2024Q4: 5,989 shares; 2025Q1: 6,360 shares 6,360 $1.62M 0.05% +371 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; 2023Q2: restricted; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares 2 $1.6M 0.04% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,750 shares; 2023Q4: 1,667 shares; 2024Q1: 1,608 shares; 2024Q2: 3,213 shares; 2024Q3: 3,344 shares; 2024Q4: 3,350 shares; 2025Q1: 3,396 shares 3,396 $1.59M 0.04% +46 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; 2023Q2: restricted; 2023Q3: 6,686 shares; 2023Q4: 6,891 shares; 2024Q1: 7,352 shares; 2024Q2: 7,934 shares; 2024Q3: 8,181 shares; 2024Q4: 9,312 shares; 2025Q1: 9,570 shares 9,570 $1.59M 0.04% +258 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; 2023Q2: restricted; 2023Q3: 15,296 shares; 2023Q4: 15,350 shares; 2024Q1: 14,891 shares; 2024Q2: 15,068 shares; 2024Q3: 17,132 shares; 2024Q4: 17,065 shares; 2025Q1: 16,901 shares 16,901 $1.58M 0.04% -164 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 52,580 shares; 2023Q4: 56,506 shares; 2024Q1: 31,200 shares; 2024Q2: 25,080 shares; 2024Q3: 25,592 shares; 2024Q4: 20,501 shares; 2025Q1: 12,714 shares 12,714 $1.55M 0.04% -7,787 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; 2023Q2: restricted; 2023Q3: 53,848 shares; 2023Q4: 54,951 shares; 2024Q1: 56,321 shares; 2024Q2: 56,845 shares; 2024Q3: 54,054 shares; 2024Q4: 36,326 shares; 2025Q1: 32,182 shares 32,182 $1.49M 0.04% -4,144 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 38,208 shares; 2023Q4: 22,927 shares; 2024Q1: 11,815 shares; 2024Q2: 12,111 shares; 2024Q3: 11,108 shares; 2024Q4: 10,288 shares; 2025Q1: 9,955 shares 9,955 $1.46M 0.04% -333 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 19,748 shares; 2023Q4: 19,728 shares; 2024Q1: 18,232 shares; 2024Q2: 18,067 shares; 2024Q3: 18,050 shares; 2024Q4: 18,050 shares; 2025Q1: 16,777 shares 16,777 $1.4M 0.04% -1,273 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; 2023Q2: restricted; 2023Q3: 33,650 shares; 2023Q4: 28,288 shares; 2024Q1: 24,758 shares; 2024Q2: 25,043 shares; 2024Q3: 24,186 shares; 2024Q4: 22,101 shares; 2025Q1: 23,143 shares 23,143 $1.39M 0.04% +1,042 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; 2023Q2: restricted; 2023Q3: 5,420 shares; 2023Q4: 5,602 shares; 2024Q1: 5,510 shares; 2024Q2: 5,479 shares; 2024Q3: 5,206 shares; 2024Q4: 5,237 shares; 2025Q1: 5,233 shares 5,233 $1.39M 0.04% -4 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,062 shares; 2023Q4: 9,302 shares; 2024Q1: 9,407 shares; 2024Q2: 9,323 shares; 2024Q3: 10,983 shares; 2024Q4: 10,741 shares; 2025Q1: 6,691 shares 6,691 $1.37M 0.04% -4,050 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 161 shares; 2024Q2: 163 shares; 2024Q3: 165 shares; 2024Q4: 51,700 shares; 2025Q1: 51,700 shares 51,700 $1.3M 0.04% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,397 shares; 2023Q4: 11,309 shares; 2024Q1: 11,844 shares; 2024Q2: 11,574 shares; 2024Q3: 11,179 shares; 2024Q4: 11,113 shares; 2025Q1: 10,846 shares 10,846 $1.3M 0.04% -267 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; 2023Q2: restricted; 2023Q3: 5,014 shares; 2023Q4: 4,901 shares; 2024Q1: 4,134 shares; 2024Q2: 4,430 shares; 2024Q3: 3,963 shares; 2024Q4: 4,064 shares; 2025Q1: 3,829 shares 3,829 $1.29M 0.04% -235 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,092 shares; 2023Q4: 8,643 shares; 2024Q1: 8,645 shares; 2024Q2: 10,213 shares; 2024Q3: 9,717 shares; 2024Q4: 9,495 shares; 2025Q1: 9,031 shares 9,031 $1.28M 0.04% -464 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; 2023Q2: restricted; 2023Q3: 14,261 shares; 2023Q4: 14,511 shares; 2024Q1: 14,856 shares; 2024Q2: 15,235 shares; 2024Q3: 14,972 shares; 2024Q4: 16,292 shares; 2025Q1: 14,756 shares 14,756 $1.25M 0.04% -1,536 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,614 shares; 2023Q4: 9,628 shares; 2024Q1: 9,575 shares; 2024Q2: 10,757 shares; 2024Q3: 11,327 shares; 2024Q4: 10,596 shares; 2025Q1: 10,662 shares 10,662 $1.24M 0.04% +66 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 63,711 shares; 2023Q4: 56,856 shares; 2024Q1: 42,664 shares; 2024Q2: 41,993 shares; 2024Q3: 45,068 shares; 2024Q4: 45,347 shares; 2025Q1: 33,810 shares 33,810 $1.23M 0.03% -11,537 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 290 shares; 2023Q4: 280 shares; 2024Q1: 276 shares; 2024Q2: 274 shares; 2024Q3: 316 shares; 2024Q4: 314 shares; 2025Q1: 320 shares 320 $1.22M 0.03% +6 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; 2023Q2: restricted; 2023Q3: 2,808 shares; 2023Q4: 2,725 shares; 2024Q1: 3,366 shares; 2024Q2: 3,289 shares; 2024Q3: 3,554 shares; 2024Q4: 3,310 shares; 2025Q1: 11,299 shares 11,299 $1.16M 0.03% +7,989 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 28,699 shares; 2023Q4: 30,158 shares; 2024Q1: 28,171 shares; 2024Q2: 28,779 shares; 2024Q3: 27,904 shares; 2024Q4: 19,450 shares; 2025Q1: 16,459 shares 16,459 $1.16M 0.03% -2,991 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 261 shares; 2023Q4: 379 shares; 2024Q1: 4,323 shares; 2024Q2: 28,100 shares; 2024Q3: 28,100 shares; 2024Q4: 28,100 shares; 2025Q1: 28,100 shares 28,100 $1.15M 0.03% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20,710 shares; 2023Q4: 20,710 shares; 2024Q1: 20,710 shares; 2024Q2: 20,710 shares; 2024Q3: 20,680 shares; 2024Q4: 20,680 shares; 2025Q1: 20,580 shares 20,580 $1.14M 0.03% -100 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 25,701 shares; 2023Q4: 25,472 shares; 2024Q1: 25,252 shares; 2024Q2: 28,373 shares; 2024Q3: 29,296 shares; 2024Q4: 23,589 shares; 2025Q1: 23,622 shares 23,622 $1.14M 0.03% +33 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,446 shares; 2023Q4: 17,446 shares; 2024Q1: 17,446 shares; 2024Q2: 17,446 shares; 2024Q3: 17,446 shares; 2024Q4: 17,446 shares; 2025Q1: 16,767 shares 16,767 $1.14M 0.03% -679 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; 2023Q2: restricted; 2023Q3: 6,889 shares; 2023Q4: 7,045 shares; 2024Q1: 6,917 shares; 2024Q2: 6,043 shares; 2024Q3: 5,595 shares; 2024Q4: 5,570 shares; 2025Q1: 4,104 shares 4,104 $1.12M 0.03% -1,466 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 97,073 shares; 2023Q4: 83,057 shares; 2024Q1: 59,753 shares; 2024Q2: 58,460 shares; 2024Q3: 50,683 shares; 2024Q4: 53,036 shares; 2025Q1: 36,950 shares 36,950 $1.11M 0.03% -16,086 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 26,319 shares; 2023Q4: 26,043 shares; 2024Q1: 20,668 shares; 2024Q2: 20,041 shares; 2024Q3: 19,425 shares; 2024Q4: 18,915 shares; 2025Q1: 17,242 shares 17,242 $1.09M 0.03% -1,673 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 168,897 shares; 2023Q4: 168,565 shares; 2024Q1: 20,513 shares; 2024Q2: 17,070 shares; 2024Q3: 15,235 shares; 2024Q4: 13,471 shares; 2025Q1: 10,418 shares 10,418 $1.09M 0.03% -3,053 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; 2023Q2: restricted; 2023Q3: 6,678 shares; 2023Q4: 6,116 shares; 2024Q1: 6,565 shares; 2024Q2: 6,520 shares; 2024Q3: 5,187 shares; 2024Q4: 4,914 shares; 2025Q1: 5,294 shares 5,294 $1.09M 0.03% +380 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 22,177 shares; 2023Q4: 22,390 shares; 2024Q1: 11,323 shares; 2024Q2: 8,104 shares; 2024Q3: 8,035 shares; 2024Q4: 7,966 shares; 2025Q1: 7,826 shares 7,826 $1.08M 0.03% -140 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 149,045 shares; 2023Q4: 153,682 shares; 2024Q1: 154,713 shares; 2024Q2: 159,217 shares; 2024Q3: 26,751 shares; 2024Q4: 22,049 shares; 2025Q1: 11,993 shares 11,993 $1.08M 0.03% -10,056 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,990 shares; 2023Q4: 11,236 shares; 2024Q1: 12,019 shares; 2024Q2: 11,561 shares; 2024Q3: 11,475 shares; 2024Q4: 10,209 shares; 2025Q1: 11,192 shares 11,192 $1.08M 0.03% +983 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; 2023Q2: restricted; 2023Q3: 8,570 shares; 2023Q4: 7,255 shares; 2024Q1: 10,693 shares; 2024Q2: 9,932 shares; 2024Q3: 10,026 shares; 2024Q4: 10,078 shares; 2025Q1: 13,010 shares 13,010 $1.06M 0.03% +2,932 Timeline CLW CLEARWATER PAPER CORP More: the full row for CLEARWATER PAPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 40 shares; 2023Q4: 40 shares; 2024Q1: 56 shares; 2024Q2: 56 shares; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 41,520 shares 41,520 $1.05M 0.03% +41,464 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,062 shares; 2023Q4: 3,667 shares; 2024Q1: 3,695 shares; 2024Q2: 3,725 shares; 2024Q3: 3,832 shares; 2024Q4: 3,806 shares; 2025Q1: 4,126 shares 4,126 $1.05M 0.03% +320 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,234 shares; 2023Q4: 5,368 shares; 2024Q1: 6,043 shares; 2024Q2: 7,013 shares; 2024Q3: 5,610 shares; 2024Q4: 5,540 shares; 2025Q1: 5,153 shares 5,153 $1.03M 0.03% -387 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 88,483 shares; 2023Q4: 84,598 shares; 2024Q1: 77,841 shares; 2024Q2: 75,771 shares; 2024Q3: 64,989 shares; 2024Q4: 47,562 shares; 2025Q1: 45,378 shares 45,378 $1.03M 0.03% -2,184 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,027 shares; 2023Q4: 7,070 shares; 2024Q1: 6,900 shares; 2024Q2: 5,569 shares; 2024Q3: 6,028 shares; 2024Q4: 5,979 shares; 2025Q1: 5,963 shares 5,963 $1.02M 0.03% -16 SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,141 shares; 2023Q4: 12,972 shares; 2024Q1: 12,941 shares; 2024Q2: 12,812 shares; 2024Q3: 12,961 shares; 2024Q4: 12,572 shares; 2025Q1: 12,497 shares 12,497 $1M 0.03% -75 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,369 shares; 2023Q4: 12,776 shares; 2024Q1: 12,808 shares; 2024Q2: 12,715 shares; 2024Q3: 13,064 shares; 2024Q4: 13,182 shares; 2025Q1: 13,269 shares 13,269 $996K 0.03% +87 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; 2023Q2: restricted; 2023Q3: 16,038 shares; 2023Q4: 15,606 shares; 2024Q1: 14,955 shares; 2024Q2: 13,546 shares; 2024Q3: 13,001 shares; 2024Q4: 13,088 shares; 2025Q1: 12,417 shares 12,417 $979K 0.03% -671 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; 2023Q2: restricted; 2023Q3: 5,271 shares; 2023Q4: 5,152 shares; 2024Q1: 5,005 shares; 2024Q2: 4,913 shares; 2024Q3: 4,874 shares; 2024Q4: 5,337 shares; 2025Q1: 4,836 shares 4,836 $975K 0.03% -501 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,386 shares; 2023Q4: 3,333 shares; 2024Q1: 2,594 shares; 2024Q2: 2,750 shares; 2024Q3: 2,322 shares; 2024Q4: 2,019 shares; 2025Q1: 1,647 shares 1,647 $971K 0.03% -372 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; 2023Q2: restricted; 2023Q3: 26,744 shares; 2023Q4: 16,488 shares; 2024Q1: 7,633 shares; 2024Q2: 7,244 shares; 2024Q3: 6,679 shares; 2024Q4: 5,914 shares; 2025Q1: 5,255 shares 5,255 $942K 0.03% -659 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,121 shares; 2023Q4: 2,017 shares; 2024Q1: 2,131 shares; 2024Q2: 2,061 shares; 2024Q3: 2,085 shares; 2024Q4: 2,146 shares; 2025Q1: 2,459 shares 2,459 $916K 0.03% +313 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; 2023Q2: restricted; 2023Q3: 17,016 shares; 2023Q4: 17,167 shares; 2024Q1: 17,120 shares; 2024Q2: 16,816 shares; 2024Q3: 16,219 shares; 2024Q4: 16,066 shares; 2025Q1: 16,316 shares 16,316 $915K 0.03% +250 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,385 shares; 2023Q4: 3,758 shares; 2024Q1: 4,091 shares; 2024Q2: 3,999 shares; 2024Q3: 3,997 shares; 2024Q4: 3,960 shares; 2025Q1: 4,907 shares 4,907 $901K 0.03% +947 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,165 shares; 2023Q4: 3,454 shares; 2024Q1: 2,879 shares; 2024Q2: 3,244 shares; 2024Q3: 3,087 shares; 2024Q4: 2,816 shares; 2025Q1: 2,555 shares 2,555 $892K 0.03% -261 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,347 shares; 2023Q4: 1,343 shares; 2024Q1: 1,333 shares; 2024Q2: 1,357 shares; 2024Q3: 1,383 shares; 2024Q4: 1,376 shares; 2025Q1: 1,780 shares 1,780 $829K 0.02% +404 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,978 shares; 2023Q4: 7,504 shares; 2024Q1: 8,150 shares; 2024Q2: 7,751 shares; 2024Q3: 8,323 shares; 2024Q4: 10,481 shares; 2025Q1: 9,145 shares 9,145 $829K 0.02% -1,336 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; 2023Q2: restricted; 2023Q3: 1,552 shares; 2023Q4: 1,634 shares; 2024Q1: 1,674 shares; 2024Q2: 1,979 shares; 2024Q3: 1,814 shares; 2024Q4: 1,869 shares; 2025Q1: 1,510 shares 1,510 $825K 0.02% -359 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; 2023Q2: restricted; 2023Q3: 1,700 shares; 2023Q4: 2,241 shares; 2024Q1: 2,268 shares; 2024Q2: 2,505 shares; 2024Q3: 2,482 shares; 2024Q4: 4,768 shares; 2025Q1: 4,786 shares 4,786 $817K 0.02% +18 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; 2023Q2: restricted; 2023Q3: 10,663 shares; 2023Q4: 11,020 shares; 2024Q1: 8,914 shares; 2024Q2: 9,050 shares; 2024Q3: 8,882 shares; 2024Q4: 8,883 shares; 2025Q1: 8,443 shares 8,443 $814K 0.02% -440 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,112 shares; 2023Q4: 1,095 shares; 2024Q1: 1,073 shares; 2024Q2: 2,544 shares; 2024Q3: 2,824 shares; 2024Q4: 3,053 shares; 2025Q1: 3,026 shares 3,026 $812K 0.02% -27 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,733 shares; 2023Q4: 11,359 shares; 2024Q1: 10,955 shares; 2024Q2: 11,097 shares; 2024Q3: 11,425 shares; 2024Q4: 11,022 shares; 2025Q1: 10,801 shares 10,801 $792K 0.02% -221 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; 2023Q2: restricted; 2023Q3: 1,348 shares; 2023Q4: 1,350 shares; 2024Q1: 1,540 shares; 2024Q2: 1,719 shares; 2024Q3: 1,824 shares; 2024Q4: 1,809 shares; 2025Q1: 1,827 shares 1,827 $782K 0.02% +18 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,688 shares; 2023Q4: 7,648 shares; 2024Q1: 7,010 shares; 2024Q2: 7,960 shares; 2024Q3: 8,389 shares; 2024Q4: 7,431 shares; 2025Q1: 7,435 shares 7,435 $779K 0.02% +4 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 15,941 shares; 2023Q4: 13,656 shares; 2024Q1: 14,073 shares; 2024Q2: 13,244 shares; 2024Q3: 13,137 shares; 2024Q4: 15,060 shares; 2025Q1: 14,873 shares 14,873 $779K 0.02% -187 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,386 shares; 2023Q4: 17,297 shares; 2024Q1: 17,076 shares; 2024Q2: 16,961 shares; 2024Q3: 17,375 shares; 2024Q4: 17,258 shares; 2025Q1: 18,448 shares 18,448 $771K 0.02% +1,190 Timeline HYTR NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 2,102 shares; 2024Q1: 18,440 shares; 2024Q2: 25,683 shares; 2024Q3: 28,245 shares; 2024Q4: 34,232 shares; 2025Q1: 34,646 shares 34,646 $755K 0.02% +414 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,545 shares; 2023Q4: 5,528 shares; 2024Q1: 4,283 shares; 2024Q2: 4,268 shares; 2024Q3: 4,268 shares; 2024Q4: 4,267 shares; 2025Q1: 4,271 shares 4,271 $750K 0.02% +4 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,905 shares; 2023Q4: 4,952 shares; 2024Q1: 4,941 shares; 2024Q2: 4,936 shares; 2024Q3: 4,969 shares; 2024Q4: 4,939 shares; 2025Q1: 4,855 shares 4,855 $748K 0.02% -84 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,886 shares; 2023Q4: 6,696 shares; 2024Q1: 6,536 shares; 2024Q2: 6,536 shares; 2024Q3: 6,479 shares; 2024Q4: 9,349 shares; 2025Q1: 9,299 shares 9,299 $743K 0.02% -50 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,850 shares; 2023Q4: 3,315 shares; 2024Q1: 2,813 shares; 2024Q2: 5,717 shares; 2024Q3: 4,823 shares; 2024Q4: 7,859 shares; 2025Q1: 7,019 shares 7,019 $741K 0.02% -840 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; 2023Q2: restricted; 2023Q3: 11,343 shares; 2023Q4: 8,136 shares; 2024Q1: 7,393 shares; 2024Q2: 9,538 shares; 2024Q3: 10,318 shares; 2024Q4: 10,499 shares; 2025Q1: 10,785 shares 10,785 $732K 0.02% +286 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,614 shares; 2023Q4: 4,970 shares; 2024Q1: 6,136 shares; 2024Q2: 6,384 shares; 2024Q3: 6,425 shares; 2024Q4: 7,469 shares; 2025Q1: 7,187 shares 7,187 $725K 0.02% -282 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; 2023Q2: restricted; 2023Q3: 2,158 shares; 2023Q4: 1,890 shares; 2024Q1: 1,853 shares; 2024Q2: 2,649 shares; 2024Q3: 2,447 shares; 2024Q4: 2,295 shares; 2025Q1: 3,047 shares 3,047 $722K 0.02% +752 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; 2023Q2: restricted; 2023Q3: 21,052 shares; 2023Q4: 20,519 shares; 2024Q1: 20,165 shares; 2024Q2: 20,760 shares; 2024Q3: 17,396 shares; 2024Q4: 17,116 shares; 2025Q1: 17,466 shares 17,466 $719K 0.02% +350 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 101,682 shares; 2023Q4: 99,339 shares; 2024Q1: 19,529 shares; 2024Q2: 16,674 shares; 2024Q3: 14,311 shares; 2024Q4: 11,003 shares; 2025Q1: 9,891 shares 9,891 $717K 0.02% -1,112 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 656 shares; 2023Q4: 627 shares; 2024Q1: 4,489 shares; 2024Q2: 5,797 shares; 2024Q3: 7,455 shares; 2024Q4: 10,593 shares; 2025Q1: 13,732 shares 13,732 $701K 0.02% +3,139 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 381,437 shares; 2023Q4: 339,838 shares; 2024Q1: 345,117 shares; 2024Q2: 363,310 shares; 2024Q3: 222,002 shares; 2024Q4: 166,826 shares; 2025Q1: 36,683 shares 36,683 $700K 0.02% -130,143 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,726 shares; 2024Q2: 1,744 shares; 2024Q3: 1,825 shares; 2024Q4: 1,833 shares; 2025Q1: 1,992 shares 1,992 $695K 0.02% +159 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 16,939 shares; 2024Q1: 45,167 shares; 2024Q2: 49,089 shares; 2024Q3: 47,369 shares; 2024Q4: 52,069 shares; 2025Q1: 50,259 shares 50,259 $690K 0.02% -1,810 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 93 shares; 2024Q1: 1,756 shares; 2024Q2: 9,725 shares; 2024Q3: 9,763 shares; 2024Q4: 9,766 shares; 2025Q1: 9,983 shares 9,983 $688K 0.02% +217 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,443 shares; 2023Q4: 1,423 shares; 2024Q1: 4,245 shares; 2024Q2: 4,207 shares; 2024Q3: 4,140 shares; 2024Q4: 4,105 shares; 2025Q1: 3,635 shares 3,635 $684K 0.02% -470 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; 2023Q2: restricted; 2023Q3: 4,023 shares; 2023Q4: 4,002 shares; 2024Q1: 3,878 shares; 2024Q2: 4,152 shares; 2024Q3: 4,406 shares; 2024Q4: 4,095 shares; 2025Q1: 3,941 shares 3,941 $680K 0.02% -154 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; 2023Q2: restricted; 2023Q3: 5,067 shares; 2023Q4: 5,062 shares; 2024Q1: 4,765 shares; 2024Q2: 4,726 shares; 2024Q3: 4,747 shares; 2024Q4: 4,612 shares; 2025Q1: 3,851 shares 3,851 $679K 0.02% -761 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,715 shares; 2024Q3: 2,773 shares; 2024Q4: 2,805 shares; 2025Q1: 2,816 shares 2,816 $655K 0.02% +11 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,493 shares; 2023Q4: 21,493 shares; 2024Q1: 21,833 shares; 2024Q2: 21,833 shares; 2024Q3: 19,232 shares; 2024Q4: 19,232 shares; 2025Q1: 18,901 shares 18,901 $645K 0.02% -331 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,821 shares; 2023Q4: 17,019 shares; 2024Q1: 12,341 shares; 2024Q2: 12,026 shares; 2024Q3: 12,258 shares; 2024Q4: 12,243 shares; 2025Q1: 8,963 shares 8,963 $640K 0.02% -3,280 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,562 shares; 2023Q4: 11,422 shares; 2024Q1: 11,419 shares; 2024Q2: 9,739 shares; 2024Q3: 8,924 shares; 2024Q4: 6,902 shares; 2025Q1: 9,415 shares 9,415 $638K 0.02% +2,513 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,888 shares; 2023Q4: 1,728 shares; 2024Q1: 1,935 shares; 2024Q2: 2,184 shares; 2024Q3: 2,169 shares; 2024Q4: 2,300 shares; 2025Q1: 2,226 shares 2,226 $630K 0.02% -74 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,616 shares; 2023Q4: 4,616 shares; 2024Q1: 4,157 shares; 2024Q2: 4,157 shares; 2024Q3: 3,908 shares; 2024Q4: 3,908 shares; 2025Q1: 3,908 shares 3,908 $628K 0.02% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,124 shares; 2023Q4: 2,429 shares; 2024Q1: 2,491 shares; 2024Q2: 6,092 shares; 2024Q3: 6,148 shares; 2024Q4: 6,119 shares; 2025Q1: 9,574 shares 9,574 $628K 0.02% +3,455 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,233 shares; 2023Q4: 5,821 shares; 2024Q1: 6,779 shares; 2024Q2: 4,956 shares; 2024Q3: 5,306 shares; 2024Q4: 3,615 shares; 2025Q1: 3,621 shares 3,621 $618K 0.02% +6 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,558 shares; 2023Q4: 4,203 shares; 2024Q1: 5,390 shares; 2024Q2: 5,831 shares; 2024Q3: 6,485 shares; 2024Q4: 6,444 shares; 2025Q1: 6,395 shares 6,395 $611K 0.02% -49 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 17,542 shares; 2023Q4: 17,395 shares; 2024Q1: 14,087 shares; 2024Q2: 13,480 shares; 2024Q3: 12,397 shares; 2024Q4: 11,353 shares; 2025Q1: 11,615 shares 11,615 $610K 0.02% +262 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,685 shares; 2023Q4: 4,415 shares; 2024Q1: 4,299 shares; 2024Q2: 3,883 shares; 2024Q3: 3,935 shares; 2024Q4: 3,344 shares; 2025Q1: 2,498 shares 2,498 $609K 0.02% -846 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,641 shares; 2023Q4: 9,069 shares; 2024Q1: 8,472 shares; 2024Q2: 8,472 shares; 2024Q3: 8,501 shares; 2024Q4: 9,317 shares; 2025Q1: 9,586 shares 9,586 $609K 0.02% +269 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; 2023Q2: restricted; 2023Q3: 4,254 shares; 2023Q4: 4,479 shares; 2024Q1: 4,479 shares; 2024Q2: 4,479 shares; 2024Q3: 19,454 shares; 2024Q4: 19,294 shares; 2025Q1: 19,294 shares 19,294 $598K 0.02% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,701 shares; 2023Q4: 6,834 shares; 2024Q1: 9,346 shares; 2024Q2: 9,926 shares; 2024Q3: 11,007 shares; 2024Q4: 11,014 shares; 2025Q1: 10,551 shares 10,551 $597K 0.02% -463 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,765 shares; 2023Q4: 18,748 shares; 2024Q1: 20,017 shares; 2024Q2: 24,093 shares; 2024Q3: 24,467 shares; 2024Q4: 25,047 shares; 2025Q1: 24,687 shares 24,687 $592K 0.02% -360 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; 2023Q2: restricted; 2023Q3: 1,174 shares; 2023Q4: 1,159 shares; 2024Q1: 1,159 shares; 2024Q2: 1,212 shares; 2024Q3: 1,843 shares; 2024Q4: 1,671 shares; 2025Q1: 1,660 shares 1,660 $585K 0.02% -11 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 33,838 shares; 2023Q4: 32,124 shares; 2024Q1: 44,447 shares; 2024Q2: 45,770 shares; 2024Q3: 41,306 shares; 2024Q4: 47,498 shares; 2025Q1: 50,810 shares 50,810 $580K 0.02% +3,312 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,252 shares; 2023Q4: 5,278 shares; 2024Q1: 6,078 shares; 2024Q2: 6,128 shares; 2024Q3: 6,321 shares; 2024Q4: 6,217 shares; 2025Q1: 6,567 shares 6,567 $578K 0.02% +350 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 85,839 shares; 2023Q4: 85,445 shares; 2024Q1: 88,201 shares; 2024Q2: 87,017 shares; 2024Q3: 87,734 shares; 2024Q4: 82,900 shares; 2025Q1: 7,087 shares 7,087 $577K 0.02% -75,813 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,468 shares; 2023Q4: 2,548 shares; 2024Q1: 3,106 shares; 2024Q2: 3,204 shares; 2024Q3: 3,216 shares; 2024Q4: 3,160 shares; 2025Q1: 3,160 shares 3,160 $565K 0.02% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,432 shares; 2023Q4: 3,759 shares; 2024Q1: 3,836 shares; 2024Q2: 4,030 shares; 2024Q3: 4,629 shares; 2024Q4: 23,016 shares; 2025Q1: 21,845 shares 21,845 $555K 0.02% -1,171 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 177 shares; 2023Q4: 199 shares; 2024Q1: 201 shares; 2024Q2: 452 shares; 2024Q3: 478 shares; 2024Q4: 504 shares; 2025Q1: 1,006 shares 1,006 $553K 0.02% +502 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 36,692 shares; 2023Q4: 30,775 shares; 2024Q1: 39,388 shares; 2024Q2: 38,171 shares; 2024Q3: 41,171 shares; 2024Q4: 32,048 shares; 2025Q1: 23,962 shares 23,962 $551K 0.02% -8,086 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 25,582 shares; 2023Q4: 24,987 shares; 2024Q1: 24,540 shares; 2024Q2: 25,565 shares; 2024Q3: 16,880 shares; 2024Q4: 16,194 shares; 2025Q1: 14,833 shares 14,833 $547K 0.02% -1,361 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,653 shares; 2023Q4: 9,706 shares; 2024Q1: 6,508 shares; 2024Q2: 6,514 shares; 2024Q3: 6,519 shares; 2024Q4: 6,525 shares; 2025Q1: 6,332 shares 6,332 $544K 0.02% -193 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,428 shares; 2023Q4: 1,446 shares; 2024Q1: 1,341 shares; 2024Q2: 1,353 shares; 2024Q3: 1,022 shares; 2024Q4: 1,099 shares; 2025Q1: 1,166 shares 1,166 $543K 0.02% +67 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,250 shares; 2023Q4: 12,987 shares; 2024Q1: 10,733 shares; 2024Q2: 7,817 shares; 2024Q3: 5,068 shares; 2024Q4: 5,052 shares; 2025Q1: 4,880 shares 4,880 $543K 0.02% -172 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,784 shares; 2023Q4: 5,784 shares; 2024Q1: 5,784 shares; 2024Q2: 5,793 shares; 2024Q3: 5,902 shares; 2024Q4: 5,900 shares; 2025Q1: 5,920 shares 5,920 $542K 0.02% +20 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,548 shares; 2023Q4: 1,560 shares; 2024Q1: 1,571 shares; 2024Q2: 1,572 shares; 2024Q3: 1,582 shares; 2024Q4: 1,586 shares; 2025Q1: 1,602 shares 1,602 $541K 0.02% +16 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; 2023Q2: restricted; 2023Q3: 994 shares; 2023Q4: 1,068 shares; 2024Q1: 2,399 shares; 2024Q2: 2,473 shares; 2024Q3: 2,661 shares; 2024Q4: 2,457 shares; 2025Q1: 2,679 shares 2,679 $540K 0.02% +222 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,280 shares; 2023Q4: 3,280 shares; 2024Q1: 3,280 shares; 2024Q2: 22,725 shares; 2024Q3: 20,639 shares; 2024Q4: 15,508 shares; 2025Q1: 15,889 shares 15,889 $540K 0.02% +381 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 511 shares; 2023Q4: 504 shares; 2024Q1: 407 shares; 2024Q2: 415 shares; 2024Q3: 394 shares; 2024Q4: 374 shares; 2025Q1: 374 shares 374 $536K 0.02% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 50,674 shares; 2023Q4: 40,096 shares; 2024Q1: 18,942 shares; 2024Q2: 18,499 shares; 2024Q3: 14,659 shares; 2024Q4: 13,168 shares; 2025Q1: 12,642 shares 12,642 $534K 0.02% -526 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; 2023Q2: restricted; 2023Q3: 7,167 shares; 2023Q4: 6,587 shares; 2024Q1: 5,881 shares; 2024Q2: 6,181 shares; 2024Q3: 5,164 shares; 2024Q4: 4,938 shares; 2025Q1: 4,841 shares 4,841 $533K 0.02% -97 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; 2023Q2: restricted; 2023Q3: 1,670 shares; 2023Q4: 1,408 shares; 2024Q1: 1,296 shares; 2024Q2: 1,181 shares; 2024Q3: 1,193 shares; 2024Q4: 1,221 shares; 2025Q1: 1,542 shares 1,542 $533K 0.02% +321 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; 2023Q2: restricted; 2023Q3: 2,647 shares; 2023Q4: 2,888 shares; 2024Q1: 3,666 shares; 2024Q2: 5,641 shares; 2024Q3: 6,290 shares; 2024Q4: 5,743 shares; 2025Q1: 7,243 shares 7,243 $528K 0.01% +1,500 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,909 shares; 2023Q4: 24,667 shares; 2024Q1: 24,140 shares; 2024Q2: 24,131 shares; 2024Q3: 24,969 shares; 2024Q4: 11,728 shares; 2025Q1: 11,132 shares 11,132 $520K 0.01% -596 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,807 shares; 2023Q4: 1,506 shares; 2024Q1: 1,436 shares; 2024Q2: 4,278 shares; 2024Q3: 5,458 shares; 2024Q4: 5,874 shares; 2025Q1: 7,049 shares 7,049 $518K 0.01% +1,175 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,342 shares 16,342 $518K 0.01% new Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,521 shares; 2023Q4: 14,207 shares; 2024Q1: 13,356 shares; 2024Q2: 12,819 shares; 2024Q3: 12,445 shares; 2024Q4: 9,266 shares; 2025Q1: 8,537 shares 8,537 $517K 0.01% -729 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; 2023Q2: restricted; 2023Q3: 179 shares; 2023Q4: 179 shares; 2024Q1: 387 shares; 2024Q2: 427 shares; 2024Q3: 424 shares; 2024Q4: 402 shares; 2025Q1: 372 shares 372 $516K 0.01% -30 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,410 shares; 2023Q4: 1,397 shares; 2024Q1: 1,411 shares; 2024Q2: 1,496 shares; 2024Q3: 1,532 shares; 2024Q4: 1,476 shares; 2025Q1: 1,489 shares 1,489 $515K 0.01% +13 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 93,808 shares; 2023Q4: 92,208 shares; 2024Q1: 93,683 shares; 2024Q2: 92,495 shares; 2024Q3: 92,588 shares; 2024Q4: 93,749 shares; 2025Q1: 12,698 shares 12,698 $513K 0.01% -81,051 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,799 shares; 2024Q3: 2,332 shares; 2024Q4: 1,868 shares; 2025Q1: 1,901 shares 1,901 $504K 0.01% +33 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,355 shares; 2023Q4: 2,388 shares; 2024Q1: 2,366 shares; 2024Q2: 2,922 shares; 2024Q3: 3,266 shares; 2024Q4: 3,551 shares; 2025Q1: 3,850 shares 3,850 $499K 0.01% +299 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,925 shares; 2023Q4: 7,817 shares; 2024Q1: 7,770 shares; 2024Q2: 8,430 shares; 2024Q3: 8,787 shares; 2024Q4: 4,544 shares; 2025Q1: 4,079 shares 4,079 $498K 0.01% -465 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,513 shares; 2023Q4: 3,166 shares; 2024Q1: 2,301 shares; 2024Q2: 2,269 shares; 2024Q3: 1,711 shares; 2024Q4: 1,742 shares; 2025Q1: 1,673 shares 1,673 $493K 0.01% -69 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,590 shares; 2023Q4: 12,536 shares; 2024Q1: 11,591 shares; 2024Q2: 10,998 shares; 2024Q3: 10,702 shares; 2024Q4: 4,521 shares; 2025Q1: 2,813 shares 2,813 $485K 0.01% -1,708 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,336 shares; 2023Q4: 5,432 shares; 2024Q1: 5,419 shares; 2024Q2: 5,491 shares; 2024Q3: 5,950 shares; 2024Q4: 6,006 shares; 2025Q1: 6,004 shares 6,004 $485K 0.01% -2 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,639 shares; 2023Q4: 1,682 shares; 2024Q1: 3,099 shares; 2024Q2: 3,381 shares; 2024Q3: 3,676 shares; 2024Q4: 3,731 shares; 2025Q1: 3,463 shares 3,463 $484K 0.01% -268 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,622 shares; 2023Q4: 1,434 shares; 2024Q1: 1,468 shares; 2024Q2: 1,600 shares; 2024Q3: 1,584 shares; 2024Q4: 1,470 shares; 2025Q1: 1,904 shares 1,904 $483K 0.01% +434 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; 2023Q2: restricted; 2023Q3: 3,935 shares; 2023Q4: 3,664 shares; 2024Q1: 3,322 shares; 2024Q2: 4,656 shares; 2024Q3: 7,238 shares; 2024Q4: 7,083 shares; 2025Q1: 6,942 shares 6,942 $482K 0.01% -141 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,383 shares; 2023Q4: 4,605 shares; 2024Q1: 6,349 shares; 2024Q2: 4,978 shares; 2024Q3: 4,879 shares; 2024Q4: 5,058 shares; 2025Q1: 4,937 shares 4,937 $481K 0.01% -121 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,818 shares; 2023Q4: 1,818 shares; 2024Q1: 9,146 shares; 2024Q2: 9,090 shares; 2024Q3: 9,090 shares; 2024Q4: 9,090 shares; 2025Q1: 9,090 shares 9,090 $480K 0.01% 0 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; 2023Q2: restricted; 2023Q3: 219 shares; 2023Q4: 208 shares; 2024Q1: 93 shares; 2024Q2: 96 shares; 2024Q3: 97 shares; 2024Q4: 94 shares; 2025Q1: 104 shares 104 $479K 0.01% +10 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,293 shares; 2023Q4: 2,191 shares; 2024Q1: 2,326 shares; 2024Q2: 2,350 shares; 2024Q3: 1,967 shares; 2024Q4: 1,782 shares; 2025Q1: 2,069 shares 2,069 $479K 0.01% +287 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; 2023Q2: restricted; 2023Q3: 2,061 shares; 2023Q4: 2,069 shares; 2024Q1: 2,068 shares; 2024Q2: 2,389 shares; 2024Q3: 2,359 shares; 2024Q4: 2,418 shares; 2025Q1: 2,288 shares 2,288 $475K 0.01% -130 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,099 shares; 2023Q4: 6,186 shares; 2024Q1: 6,585 shares; 2024Q2: 6,592 shares; 2024Q3: 6,784 shares; 2024Q4: 6,800 shares; 2025Q1: 6,765 shares 6,765 $475K 0.01% -35 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; 2023Q2: restricted; 2023Q3: 3,859 shares; 2023Q4: 3,573 shares; 2024Q1: 3,765 shares; 2024Q2: 4,096 shares; 2024Q3: 3,217 shares; 2024Q4: 2,391 shares; 2025Q1: 3,262 shares 3,262 $473K 0.01% +871 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,099 shares; 2023Q4: 1,236 shares; 2024Q1: 1,063 shares; 2024Q2: 1,148 shares; 2024Q3: 1,130 shares; 2024Q4: 1,126 shares; 2025Q1: 1,123 shares 1,123 $471K 0.01% -3 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,985 shares; 2023Q4: 4,985 shares; 2024Q1: 4,350 shares; 2024Q2: 3,124 shares; 2024Q3: 2,173 shares; 2024Q4: 2,091 shares; 2025Q1: 4,060 shares 4,060 $469K 0.01% +1,969 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,034 shares; 2024Q4: 3,349 shares; 2025Q1: 3,320 shares 3,320 $469K 0.01% -29 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; 2023Q2: restricted; 2023Q3: 5,478 shares; 2023Q4: 6,301 shares; 2024Q1: 7,969 shares; 2024Q2: 7,243 shares; 2024Q3: 6,524 shares; 2024Q4: 6,444 shares; 2025Q1: 7,787 shares 7,787 $465K 0.01% +1,343 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,026 shares; 2023Q4: 13,967 shares; 2024Q1: 13,732 shares; 2024Q2: 14,027 shares; 2024Q3: 14,176 shares; 2024Q4: 14,444 shares; 2025Q1: 18,164 shares 18,164 $461K 0.01% +3,720 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,862 shares; 2023Q4: 7,388 shares; 2024Q1: 7,779 shares; 2024Q2: 8,412 shares; 2024Q3: 8,182 shares; 2024Q4: 7,839 shares; 2025Q1: 7,189 shares 7,189 $456K 0.01% -650 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,454 shares; 2023Q4: 8,200 shares; 2024Q1: 9,262 shares; 2024Q2: 9,462 shares; 2024Q3: 8,487 shares; 2024Q4: 8,687 shares; 2025Q1: 9,049 shares 9,049 $452K 0.01% +362 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,727 shares; 2023Q4: 2,922 shares; 2024Q1: 3,450 shares; 2024Q2: 3,263 shares; 2024Q3: 3,226 shares; 2024Q4: 3,174 shares; 2025Q1: 4,490 shares 4,490 $446K 0.01% +1,316 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 18,543 shares; 2023Q4: 20,143 shares; 2024Q1: 26,183 shares; 2024Q2: 27,723 shares; 2024Q3: 23,983 shares; 2024Q4: 25,658 shares; 2025Q1: 23,773 shares 23,773 $441K 0.01% -1,885 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 788 shares; 2023Q4: 953 shares; 2024Q1: 859 shares; 2024Q2: 2,835 shares; 2024Q3: 2,826 shares; 2024Q4: 2,974 shares; 2025Q1: 3,535 shares 3,535 $437K 0.01% +561 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 530 shares; 2023Q4: 490 shares; 2024Q1: 526 shares; 2024Q2: 520 shares; 2024Q3: 719 shares; 2024Q4: 619 shares; 2025Q1: 548 shares 548 $436K 0.01% -71 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,703 shares; 2023Q4: 3,195 shares; 2024Q1: 3,167 shares; 2024Q2: 2,718 shares; 2024Q3: 2,721 shares; 2024Q4: 2,717 shares; 2025Q1: 2,735 shares 2,735 $430K 0.01% +18 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; 2023Q2: restricted; 2023Q3: 4,739 shares; 2023Q4: 5,073 shares; 2024Q1: 5,582 shares; 2024Q2: 5,915 shares; 2024Q3: 5,932 shares; 2024Q4: 5,815 shares; 2025Q1: 5,998 shares 5,998 $425K 0.01% +183 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,881 shares; 2023Q4: 5,912 shares; 2024Q1: 7,659 shares; 2024Q2: 7,911 shares; 2024Q3: 6,723 shares; 2024Q4: 6,647 shares; 2025Q1: 6,385 shares 6,385 $423K 0.01% -262 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,544 shares; 2023Q4: 10,544 shares; 2024Q1: 11,418 shares; 2024Q2: 11,062 shares; 2024Q3: 12,363 shares; 2024Q4: 12,339 shares; 2025Q1: 11,978 shares 11,978 $423K 0.01% -361 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,416 shares; 2023Q4: 17,939 shares; 2024Q1: 6,800 shares; 2024Q2: 7,377 shares; 2024Q3: 6,313 shares; 2024Q4: 15,747 shares; 2025Q1: 5,335 shares 5,335 $421K 0.01% -10,412 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,120 shares; 2023Q4: 22,972 shares; 2024Q1: 22,566 shares; 2024Q2: 21,329 shares; 2024Q3: 21,329 shares; 2024Q4: 21,864 shares; 2025Q1: 9,533 shares 9,533 $417K 0.01% -12,331 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,955 shares; 2023Q4: 3,955 shares; 2024Q1: 3,955 shares; 2024Q2: 3,014 shares; 2024Q3: 3,014 shares; 2024Q4: 3,014 shares; 2025Q1: 3,014 shares 3,014 $415K 0.01% 0 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; 2023Q2: restricted; 2023Q3: 3,480 shares; 2023Q4: 3,360 shares; 2024Q1: 2,908 shares; 2024Q2: 2,548 shares; 2024Q3: 2,488 shares; 2024Q4: 4,143 shares; 2025Q1: 4,513 shares 4,513 $414K 0.01% +370 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 108 shares; 2023Q4: 113 shares; 2024Q1: 94 shares; 2024Q2: 389 shares; 2024Q3: 429 shares; 2024Q4: 883 shares; 2025Q1: 892 shares 892 $410K 0.01% +9 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,445 shares; 2023Q4: 9,445 shares; 2024Q1: 9,445 shares; 2024Q2: 9,445 shares; 2024Q3: 9,445 shares; 2024Q4: 9,285 shares; 2025Q1: 9,285 shares 9,285 $409K 0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 200 shares; 2023Q4: 780 shares; 2024Q1: 320 shares; 2024Q2: 320 shares; 2024Q3: 320 shares; 2024Q4: 1,470 shares; 2025Q1: 14,622 shares 14,622 $409K 0.01% +13,152 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,078 shares; 2023Q4: 2,193 shares; 2024Q1: 3,230 shares; 2024Q2: 3,230 shares; 2024Q3: 3,234 shares; 2024Q4: 3,239 shares; 2025Q1: 3,181 shares 3,181 $407K 0.01% -58 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,009 shares; 2023Q4: 9,677 shares; 2024Q1: 9,750 shares; 2024Q2: 10,561 shares; 2024Q3: 9,177 shares; 2024Q4: 8,972 shares; 2025Q1: 8,500 shares 8,500 $404K 0.01% -472 Timeline VRP 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; 2023Q2: restricted; 2023Q3: 45,297 shares; 2023Q4: 39,757 shares; 2024Q1: 29,426 shares; 2024Q2: 28,670 shares; 2024Q3: 25,143 shares; 2024Q4: 25,443 shares; 2025Q1: 16,442 shares 16,442 $399K 0.01% -9,001 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,925 shares; 2023Q4: 2,907 shares; 2024Q1: 2,577 shares; 2024Q2: 2,639 shares; 2024Q3: 2,649 shares; 2024Q4: 2,498 shares; 2025Q1: 2,266 shares 2,266 $390K 0.01% -232 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,474 shares; 2023Q4: 3,755 shares; 2024Q1: 3,514 shares; 2024Q2: 7,456 shares; 2024Q3: 7,663 shares; 2024Q4: 6,563 shares; 2025Q1: 6,454 shares 6,454 $384K 0.01% -109 CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 105 shares; 2023Q4: 213 shares; 2024Q1: 199 shares; 2024Q2: 9,716 shares; 2024Q3: 9,951 shares; 2024Q4: 7,746 shares; 2025Q1: 7,631 shares 7,631 $383K 0.01% -115 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,239 shares; 2023Q4: 5,615 shares; 2024Q1: 5,387 shares; 2024Q2: 5,369 shares; 2024Q3: 5,638 shares; 2024Q4: 4,965 shares; 2025Q1: 5,000 shares 5,000 $383K 0.01% +35 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 14,336 shares; 2023Q4: 14,336 shares; 2024Q1: 14,344 shares; 2024Q2: 14,607 shares; 2024Q3: 14,259 shares; 2024Q4: 14,247 shares; 2025Q1: 14,297 shares 14,297 $379K 0.01% +50 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 11,500 shares; 2023Q4: 10,565 shares; 2024Q1: 7,404 shares; 2024Q2: 7,485 shares; 2024Q3: 7,546 shares; 2024Q4: 7,738 shares; 2025Q1: 8,041 shares 8,041 $378K 0.01% +303 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,222 shares; 2023Q4: 3,970 shares; 2024Q1: 3,929 shares; 2024Q2: 3,905 shares; 2024Q3: 3,443 shares; 2024Q4: 1,856 shares; 2025Q1: 1,980 shares 1,980 $376K 0.01% +124 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,663 shares; 2023Q4: 6,277 shares; 2024Q1: 6,145 shares; 2024Q2: 6,210 shares; 2024Q3: 5,840 shares; 2024Q4: 5,903 shares; 2025Q1: 5,739 shares 5,739 $374K 0.01% -164 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,143 shares; 2023Q4: 10,253 shares; 2024Q1: 10,254 shares; 2024Q2: 14,240 shares; 2024Q3: 7,852 shares; 2024Q4: 8,006 shares; 2025Q1: 8,174 shares 8,174 $374K 0.01% +168 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 23,906 shares; 2023Q4: 19,694 shares; 2024Q1: 7,742 shares; 2024Q2: 7,493 shares; 2024Q3: 7,967 shares; 2024Q4: 5,730 shares; 2025Q1: 5,442 shares 5,442 $369K 0.01% -288 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 46,429 shares; 2023Q4: 44,511 shares; 2024Q1: 8,807 shares; 2024Q2: 5,815 shares; 2024Q3: 5,586 shares; 2024Q4: 3,630 shares; 2025Q1: 3,089 shares 3,089 $368K 0.01% -541 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 765 shares; 2023Q4: 835 shares; 2024Q1: 873 shares; 2024Q2: 802 shares; 2024Q3: 854 shares; 2024Q4: 714 shares; 2025Q1: 841 shares 841 $366K 0.01% +127 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 12,422 shares; 2023Q4: 13,278 shares; 2024Q1: 12,849 shares; 2024Q2: 13,415 shares; 2024Q3: 13,298 shares; 2024Q4: 11,558 shares; 2025Q1: 12,772 shares 12,772 $364K 0.01% +1,214 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,644 shares; 2023Q4: 5,235 shares; 2024Q1: 6,242 shares; 2024Q2: 6,377 shares; 2024Q3: 7,375 shares; 2024Q4: 6,919 shares; 2025Q1: 6,563 shares 6,563 $364K 0.01% -356 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; 2023Q2: restricted; 2023Q3: 6,451 shares; 2023Q4: 4,947 shares; 2024Q1: 4,420 shares; 2024Q2: 4,881 shares; 2024Q3: 4,655 shares; 2024Q4: 4,210 shares; 2025Q1: 4,178 shares 4,178 $363K 0.01% -32 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 19,790 shares; 2023Q4: 19,090 shares; 2024Q1: 21,690 shares; 2024Q2: 22,070 shares; 2024Q3: 23,345 shares; 2024Q4: 21,255 shares; 2025Q1: 18,385 shares 18,385 $360K 0.01% -2,870 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,776 shares; 2023Q4: 11,400 shares; 2024Q1: 12,483 shares; 2024Q2: 12,505 shares; 2024Q3: 11,400 shares; 2024Q4: 11,400 shares; 2025Q1: 11,400 shares 11,400 $360K 0.01% 0 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,359 shares; 2023Q4: 6,359 shares; 2024Q1: 6,309 shares; 2024Q2: 6,309 shares; 2024Q3: 6,309 shares; 2024Q4: 6,309 shares; 2025Q1: 6,309 shares 6,309 $357K 0.01% 0 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,548 shares; 2025Q1: 16,380 shares 16,380 $352K 0.01% +14,832 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 536 shares; 2023Q4: 520 shares; 2024Q1: 511 shares; 2024Q2: 546 shares; 2024Q3: 565 shares; 2024Q4: 566 shares; 2025Q1: 554 shares 554 $347K 0.01% -12 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,111 shares; 2023Q4: 2,122 shares; 2024Q1: 2,087 shares; 2024Q2: 2,064 shares; 2024Q3: 3,297 shares; 2024Q4: 3,399 shares; 2025Q1: 3,269 shares 3,269 $347K 0.01% -130 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,344 shares; 2023Q4: 3,496 shares; 2024Q1: 4,331 shares; 2024Q2: 4,619 shares; 2024Q3: 4,261 shares; 2024Q4: 3,974 shares; 2025Q1: 4,323 shares 4,323 $346K 0.01% +349 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 4,326 shares; 2024Q1: 15,551 shares; 2024Q2: 19,906 shares; 2024Q3: 20,196 shares; 2024Q4: 20,199 shares; 2025Q1: 20,812 shares 20,812 $345K 0.01% +613 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 24,090 shares; 2023Q4: 16,483 shares; 2024Q1: 11,493 shares; 2024Q2: 11,305 shares; 2024Q3: 10,376 shares; 2024Q4: 10,165 shares; 2025Q1: 8,767 shares 8,767 $345K 0.01% -1,398 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,215 shares; 2023Q4: 9,060 shares; 2024Q1: 8,770 shares; 2024Q2: 7,304 shares; 2024Q3: 6,403 shares; 2024Q4: 6,442 shares; 2025Q1: 5,744 shares 5,744 $343K 0.01% -698 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; 2023Q2: restricted; 2023Q3: 251 shares; 2023Q4: 269 shares; 2024Q1: 576 shares; 2024Q2: 653 shares; 2024Q3: 856 shares; 2024Q4: 500 shares; 2025Q1: 516 shares 516 $342K 0.01% +16 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 322 shares; 2023Q4: 262 shares; 2024Q1: 271 shares; 2024Q2: 318 shares; 2024Q3: 398 shares; 2024Q4: 806 shares; 2025Q1: 780 shares 780 $342K 0.01% -26 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; 2023Q2: restricted; 2023Q3: 4,222 shares; 2023Q4: 4,134 shares; 2024Q1: 3,944 shares; 2024Q2: 3,766 shares; 2024Q3: 3,827 shares; 2024Q4: 3,740 shares; 2025Q1: 2,565 shares 2,565 $339K 0.01% -1,175 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,682 shares; 2023Q4: 2,619 shares; 2024Q1: 2,467 shares; 2024Q2: 2,510 shares; 2024Q3: 2,603 shares; 2024Q4: 2,548 shares; 2025Q1: 2,620 shares 2,620 $336K 0.01% +72 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 20,600 shares; 2023Q4: 19,718 shares; 2024Q1: 19,542 shares; 2024Q2: 7,461 shares; 2024Q3: 7,188 shares; 2024Q4: 7,002 shares; 2025Q1: 6,807 shares 6,807 $335K 0.01% -195 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 957 shares; 2023Q4: 799 shares; 2024Q1: 764 shares; 2024Q2: 2,578 shares; 2024Q3: 2,572 shares; 2024Q4: 2,669 shares; 2025Q1: 4,670 shares 4,670 $333K 0.01% +2,001 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,488 shares; 2023Q4: 2,489 shares; 2024Q1: 2,500 shares; 2024Q2: 2,409 shares; 2024Q3: 2,471 shares; 2024Q4: 2,516 shares; 2025Q1: 2,668 shares 2,668 $330K 0.01% +152 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 581 shares; 2023Q4: 702 shares; 2024Q1: 1,342 shares; 2024Q2: 1,484 shares; 2024Q3: 1,834 shares; 2024Q4: 1,835 shares; 2025Q1: 1,981 shares 1,981 $328K 0.01% +146 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 24,531 shares; 2023Q4: 15,023 shares; 2024Q1: 5,320 shares; 2024Q2: 1,645 shares; 2024Q3: 2,685 shares; 2024Q4: 1,517 shares; 2025Q1: 3,499 shares 3,499 $328K 0.01% +1,982 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 246 shares; 2023Q4: 253 shares; 2024Q1: 449 shares; 2024Q2: 722 shares; 2024Q3: 780 shares; 2024Q4: 1,316 shares; 2025Q1: 1,439 shares 1,439 $327K 0.01% +123 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,821 shares; 2023Q4: 1,736 shares; 2024Q1: 1,714 shares; 2024Q2: 1,638 shares; 2024Q3: 1,553 shares; 2024Q4: 1,646 shares; 2025Q1: 1,424 shares 1,424 $326K 0.01% -222 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 872 shares; 2023Q4: 860 shares; 2024Q1: 779 shares; 2024Q2: 809 shares; 2024Q3: 807 shares; 2024Q4: 573 shares; 2025Q1: 620 shares 620 $326K 0.01% +47 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 597 shares; 2023Q4: 608 shares; 2024Q1: 594 shares; 2024Q2: 629 shares; 2024Q3: 623 shares; 2024Q4: 638 shares; 2025Q1: 570 shares 570 $326K 0.01% -68 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; 2023Q2: restricted; 2023Q3: 1,700 shares; 2023Q4: 1,552 shares; 2024Q1: 1,562 shares; 2024Q2: 1,693 shares; 2024Q3: 1,180 shares; 2024Q4: 1,296 shares; 2025Q1: 1,301 shares 1,301 $323K 0.01% +5 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,111 shares; 2023Q4: 6,454 shares; 2024Q1: 6,160 shares; 2024Q2: 5,412 shares; 2024Q3: 5,294 shares; 2024Q4: 4,893 shares; 2025Q1: 4,320 shares 4,320 $323K 0.01% -573 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,213 shares; 2023Q4: 7,125 shares; 2024Q1: 7,125 shares; 2024Q2: 7,125 shares; 2024Q3: 7,125 shares; 2024Q4: 10,744 shares; 2025Q1: 7,125 shares 7,125 $321K 0.01% -3,619 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 535 shares; 2024Q1: 546 shares; 2024Q2: 8,142 shares; 2024Q3: 12,754 shares; 2024Q4: 5,916 shares; 2025Q1: 7,132 shares 7,132 $321K 0.01% +1,216 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,494 shares; 2023Q4: 3,594 shares; 2024Q1: 3,348 shares; 2024Q2: 3,336 shares; 2024Q3: 3,077 shares; 2024Q4: 2,981 shares; 2025Q1: 3,071 shares 3,071 $316K 0.01% +90 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 176 shares; 2023Q4: 560 shares; 2024Q1: 729 shares; 2024Q2: 745 shares; 2024Q3: 687 shares; 2024Q4: 469 shares; 2025Q1: 464 shares 464 $316K 0.01% -5 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 89 shares; 2023Q4: 33,014 shares; 2024Q1: 1,374 shares; 2024Q2: 3,987 shares; 2024Q3: 2,411 shares; 2024Q4: 10,302 shares; 2025Q1: 8,561 shares 8,561 $315K 0.01% -1,741 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,384 shares; 2023Q4: 7,422 shares; 2024Q1: 6,592 shares; 2024Q2: 6,592 shares; 2024Q3: 6,592 shares; 2024Q4: 10,261 shares; 2025Q1: 6,592 shares 6,592 $314K 0.01% -3,669 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; 2023Q2: restricted; 2023Q3: 2,313 shares; 2023Q4: 1,890 shares; 2024Q1: 1,548 shares; 2024Q2: 1,544 shares; 2024Q3: 1,510 shares; 2024Q4: 870 shares; 2025Q1: 610 shares 610 $312K 0.01% -260 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 136 shares; 2023Q4: 148 shares; 2024Q1: 151 shares; 2024Q2: 163 shares; 2024Q3: 155 shares; 2024Q4: 159 shares; 2025Q1: 159 shares 159 $310K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 863 shares; 2023Q4: 812 shares; 2024Q1: 793 shares; 2024Q2: 945 shares; 2024Q3: 1,105 shares; 2024Q4: 1,192 shares; 2025Q1: 1,274 shares 1,274 $309K 0.01% +82 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,854 shares; 2025Q1: 3,938 shares 3,938 $305K 0.01% +84 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 999 shares; 2023Q4: 999 shares; 2024Q1: 1,226 shares; 2024Q2: 1,107 shares; 2024Q3: 4,974 shares; 2024Q4: 4,510 shares; 2025Q1: 4,139 shares 4,139 $303K 0.01% -371 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 24,377 shares; 2023Q4: 24,335 shares; 2024Q1: 23,911 shares; 2024Q2: 17,121 shares; 2024Q3: 17,306 shares; 2024Q4: 10,765 shares; 2025Q1: 9,851 shares 9,851 $303K 0.01% -914 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares 250 $300K 0.01% 0 SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 7,945 shares; 2023Q4: 7,948 shares; 2024Q1: 6,333 shares; 2024Q2: 6,333 shares; 2024Q3: 6,349 shares; 2024Q4: 6,349 shares; 2025Q1: 6,349 shares 6,349 $300K 0.01% 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; 2023Q2: restricted; 2023Q3: 2,817 shares; 2023Q4: 3,726 shares; 2024Q1: 4,407 shares; 2024Q2: 5,291 shares; 2024Q3: 4,296 shares; 2024Q4: 4,301 shares; 2025Q1: 4,389 shares 4,389 $297K 0.01% +88 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,513 shares; 2023Q4: 2,229 shares; 2024Q1: 3,562 shares; 2024Q2: 3,996 shares; 2024Q3: 4,449 shares; 2024Q4: 3,567 shares; 2025Q1: 3,746 shares 3,746 $297K 0.01% +179 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 662 shares; 2023Q4: 3,583 shares; 2024Q1: 3,127 shares; 2024Q2: 3,638 shares; 2024Q3: 4,804 shares; 2024Q4: 4,690 shares; 2025Q1: 4,091 shares 4,091 $295K 0.01% -599 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,700 shares; 2023Q4: 1,700 shares; 2024Q1: 1,650 shares; 2024Q2: 1,650 shares; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,660 shares 1,660 $293K 0.01% +10 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 438 shares; 2023Q4: 456 shares; 2024Q1: 438 shares; 2024Q2: 474 shares; 2024Q3: 512 shares; 2024Q4: 544 shares; 2025Q1: 569 shares 569 $290K 0.01% +25 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,615 shares; 2023Q4: 4,063 shares; 2024Q1: 4,315 shares; 2024Q2: 5,262 shares; 2024Q3: 5,773 shares; 2024Q4: 5,783 shares; 2025Q1: 6,505 shares 6,505 $288K 0.01% +722 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 618 shares; 2023Q4: 618 shares; 2024Q1: 1,625 shares; 2024Q2: 5,494 shares; 2024Q3: 5,494 shares; 2024Q4: 5,494 shares; 2025Q1: 5,494 shares 5,494 $288K 0.01% 0 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 10,368 shares; 2023Q4: 10,453 shares; 2024Q1: 10,202 shares; 2024Q2: 10,911 shares; 2024Q3: 10,877 shares; 2024Q4: 11,507 shares; 2025Q1: 10,581 shares 10,581 $287K 0.01% -926 POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 921 shares; 2023Q4: 934 shares; 2024Q1: 926 shares; 2024Q2: 940 shares; 2024Q3: 920 shares; 2024Q4: 863 shares; 2025Q1: 901 shares 901 $287K 0.01% +38 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,052 shares; 2023Q4: 3,261 shares; 2024Q1: 3,112 shares; 2024Q2: 3,105 shares; 2024Q3: 3,282 shares; 2024Q4: 3,173 shares; 2025Q1: 5,248 shares 5,248 $280K 0.01% +2,075 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 8,105 shares; 2023Q4: 7,862 shares; 2024Q1: 8,054 shares; 2024Q2: 8,120 shares; 2024Q3: 7,655 shares; 2024Q4: 7,560 shares; 2025Q1: 7,596 shares 7,596 $277K 0.01% +36 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; 2023Q2: restricted; 2023Q3: 1,148 shares; 2023Q4: 1,118 shares; 2024Q1: 1,192 shares; 2024Q2: 1,119 shares; 2024Q3: 1,219 shares; 2024Q4: 1,200 shares; 2025Q1: 1,032 shares 1,032 $276K 0.01% -168 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,773 shares; 2023Q4: 3,988 shares; 2024Q1: 3,808 shares; 2024Q2: 5,749 shares; 2024Q3: 6,012 shares; 2024Q4: 6,067 shares; 2025Q1: 5,624 shares 5,624 $273K 0.01% -443 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,378 shares; 2023Q4: 3,475 shares; 2024Q1: 3,513 shares; 2024Q2: 2,720 shares; 2024Q3: 2,643 shares; 2024Q4: 2,526 shares; 2025Q1: 2,494 shares 2,494 $273K 0.01% -32 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,935 shares; 2023Q4: 9,318 shares; 2024Q1: 9,318 shares; 2024Q2: 9,318 shares; 2024Q3: 9,318 shares; 2024Q4: 9,318 shares; 2025Q1: 8,655 shares 8,655 $272K 0.01% -663 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 657 shares; 2023Q4: 673 shares; 2024Q1: 638 shares; 2024Q2: 590 shares; 2024Q3: 590 shares; 2024Q4: 570 shares; 2025Q1: 843 shares 843 $271K 0.01% +273 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 795 shares; 2023Q4: 795 shares; 2024Q1: 798 shares; 2024Q2: 830 shares; 2024Q3: 851 shares; 2024Q4: 910 shares; 2025Q1: 911 shares 911 $271K 0.01% +1 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 78 shares; 2023Q4: 92 shares; 2024Q1: 92 shares; 2024Q2: 69 shares; 2024Q3: 2,644 shares; 2024Q4: 2,644 shares; 2025Q1: 2,575 shares 2,575 $268K 0.01% -69 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,717 shares; 2023Q4: 4,609 shares; 2024Q1: 3,431 shares; 2024Q2: 2,429 shares; 2024Q3: 2,299 shares; 2024Q4: 2,029 shares; 2025Q1: 2,419 shares 2,419 $268K 0.01% +390 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 76 shares; 2023Q4: 69 shares; 2024Q1: 71 shares; 2024Q2: 714 shares; 2024Q3: 726 shares; 2024Q4: 726 shares; 2025Q1: 725 shares 725 $267K 0.01% -1 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,492 shares; 2023Q4: 92,034 shares; 2024Q1: 12,195 shares; 2024Q2: 15,984 shares; 2024Q3: 11,998 shares; 2024Q4: 43,143 shares; 2025Q1: 12,021 shares 12,021 $263K 0.01% -31,122 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,922 shares; 2023Q4: 1,987 shares; 2024Q1: 2,188 shares; 2024Q2: 2,121 shares; 2024Q3: 1,079 shares; 2024Q4: 1,044 shares; 2025Q1: 1,306 shares 1,306 $262K 0.01% +262 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 137 shares; 2023Q4: 196 shares; 2024Q1: 187 shares; 2024Q2: 201 shares; 2024Q3: 700 shares; 2024Q4: 1,043 shares; 2025Q1: 2,004 shares 2,004 $262K 0.01% +961 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,826 shares; 2023Q4: 1,845 shares; 2024Q1: 1,734 shares; 2024Q2: 1,684 shares; 2024Q3: 1,798 shares; 2024Q4: 1,997 shares; 2025Q1: 1,735 shares 1,735 $260K 0.01% -262 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; 2023Q2: restricted; 2023Q3: 2,969 shares; 2023Q4: 3,243 shares; 2024Q1: 3,806 shares; 2024Q2: 3,738 shares; 2024Q3: 2,965 shares; 2024Q4: 3,061 shares; 2025Q1: 3,298 shares 3,298 $258K 0.01% +237 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 926 shares; 2023Q4: 968 shares; 2024Q1: 972 shares; 2024Q2: 1,023 shares; 2024Q3: 1,025 shares; 2024Q4: 1,135 shares; 2025Q1: 1,222 shares 1,222 $258K 0.01% +87 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,379 shares; 2023Q4: 3,379 shares; 2024Q1: 3,379 shares; 2024Q2: 3,379 shares; 2024Q3: 3,149 shares; 2024Q4: 3,193 shares; 2025Q1: 3,193 shares 3,193 $256K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 89 shares; 2023Q4: 85 shares; 2024Q1: 107 shares; 2024Q2: 235 shares; 2024Q3: 1,048 shares; 2024Q4: 1,183 shares; 2025Q1: 1,241 shares 1,241 $255K 0.01% +58 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 9,037 shares; 2023Q4: 8,756 shares; 2024Q1: 10,891 shares; 2024Q2: 10,984 shares; 2024Q3: 12,325 shares; 2024Q4: 11,575 shares; 2025Q1: 11,021 shares 11,021 $254K 0.01% -554 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 942 shares; 2023Q4: 2,079 shares; 2024Q1: 2,612 shares; 2024Q2: 5,277 shares; 2024Q3: 9,899 shares; 2024Q4: 11,998 shares; 2025Q1: 9,440 shares 9,440 $253K 0.01% -2,558 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,289 shares; 2023Q4: 2,289 shares; 2024Q1: 2,289 shares; 2024Q2: 2,289 shares; 2024Q3: 2,374 shares; 2024Q4: 2,374 shares; 2025Q1: 2,289 shares 2,289 $252K 0.01% -85 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,662 shares; 2023Q4: 7,811 shares; 2024Q1: 8,267 shares; 2024Q2: 10,386 shares; 2024Q3: 9,442 shares; 2024Q4: 9,774 shares; 2025Q1: 9,443 shares 9,443 $252K 0.01% -331 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 35,699 shares; 2023Q4: 36,429 shares; 2024Q1: 45,440 shares; 2024Q2: 45,765 shares; 2024Q3: 45,026 shares; 2024Q4: 23,223 shares; 2025Q1: 23,334 shares 23,334 $250K 0.01% +111 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,387 shares; 2023Q4: 5,387 shares; 2024Q1: 5,387 shares; 2024Q2: 5,367 shares; 2024Q3: 5,367 shares; 2024Q4: 5,367 shares; 2025Q1: 5,367 shares 5,367 $250K 0.01% 0 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,457 shares; 2023Q4: 17,557 shares; 2024Q1: 18,842 shares; 2024Q2: 19,017 shares; 2024Q3: 16,417 shares; 2024Q4: 16,097 shares; 2025Q1: 11,930 shares 11,930 $247K 0.01% -4,167 NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 302 shares; 2023Q4: 215 shares; 2024Q1: 251 shares; 2024Q2: 442 shares; 2024Q3: 704 shares; 2024Q4: 742 shares; 2025Q1: 2,540 shares 2,540 $242K 0.01% +1,798 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 13,776 shares; 2023Q4: 13,115 shares; 2024Q1: 14,335 shares; 2024Q2: 14,798 shares; 2024Q3: 17,406 shares; 2024Q4: 15,229 shares; 2025Q1: 16,073 shares 16,073 $241K 0.01% +844 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,489 shares; 2023Q4: 1,471 shares; 2024Q1: 1,471 shares; 2024Q2: 1,460 shares; 2024Q3: 1,450 shares; 2024Q4: 1,452 shares; 2025Q1: 1,452 shares 1,452 $241K 0.01% 0 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,500 shares; 2023Q4: 4,500 shares; 2024Q1: 4,500 shares; 2024Q2: 4,500 shares; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares 4,500 $240K 0.01% 0 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,531 shares; 2023Q4: 1,858 shares; 2024Q1: 2,495 shares; 2024Q2: 2,535 shares; 2024Q3: 4,579 shares; 2024Q4: 5,371 shares; 2025Q1: 4,962 shares 4,962 $240K 0.01% -409 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 458 shares; 2023Q4: 516 shares; 2024Q1: 524 shares; 2024Q2: 485 shares; 2024Q3: 484 shares; 2024Q4: 470 shares; 2025Q1: 412 shares 412 $240K 0.01% -58 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,070 shares; 2023Q4: 4,167 shares; 2024Q1: 4,141 shares; 2024Q2: 4,147 shares; 2024Q3: 4,171 shares; 2024Q4: 4,160 shares; 2025Q1: 3,639 shares 3,639 $238K 0.01% -521 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,324 shares; 2023Q4: 3,616 shares; 2024Q1: 3,312 shares; 2024Q2: 3,241 shares; 2024Q3: 3,505 shares; 2024Q4: 3,440 shares; 2025Q1: 5,032 shares 5,032 $238K 0.01% +1,592 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 21,039 shares; 2023Q4: 17,359 shares; 2024Q1: 15,215 shares; 2024Q2: 15,252 shares; 2024Q3: 18,283 shares; 2024Q4: 16,284 shares; 2025Q1: 8,015 shares 8,015 $236K 0.01% -8,269 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,210 shares; 2023Q4: 4,334 shares; 2024Q1: 3,762 shares; 2024Q2: 4,096 shares; 2024Q3: 4,315 shares; 2024Q4: 4,810 shares; 2025Q1: 5,106 shares 5,106 $235K 0.01% +296 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,262 shares; 2023Q4: 2,262 shares; 2024Q1: 2,262 shares; 2024Q2: 2,262 shares; 2024Q3: 2,262 shares; 2024Q4: 2,262 shares; 2025Q1: 2,487 shares 2,487 $235K 0.01% +225 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,570 shares; 2023Q4: 1,570 shares; 2024Q1: 1,570 shares; 2024Q2: 10,631 shares; 2024Q3: 9,994 shares; 2024Q4: 7,680 shares; 2025Q1: 7,818 shares 7,818 $235K 0.01% +138 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 575 shares; 2023Q4: 548 shares; 2024Q1: 552 shares; 2024Q2: 569 shares; 2024Q3: 837 shares; 2024Q4: 750 shares; 2025Q1: 714 shares 714 $235K 0.01% -36 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,678 shares; 2023Q4: 4,678 shares; 2024Q1: 4,678 shares; 2024Q2: 4,678 shares; 2024Q3: 4,678 shares; 2024Q4: 4,678 shares; 2025Q1: 3,236 shares 3,236 $234K 0.01% -1,442 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 541 shares; 2023Q4: 525 shares; 2024Q1: 519 shares; 2024Q2: 534 shares; 2024Q3: 537 shares; 2024Q4: 522 shares; 2025Q1: 539 shares 539 $234K 0.01% +17 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,584 shares; 2024Q2: 2,709 shares; 2024Q3: 2,689 shares; 2024Q4: 2,667 shares; 2025Q1: 2,773 shares 2,773 $234K 0.01% +106 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 233 shares; 2024Q1: 115 shares; 2024Q2: 513 shares; 2024Q3: 905 shares; 2024Q4: 3,778 shares; 2025Q1: 4,896 shares 4,896 $231K 0.01% +1,118 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; 2023Q2: restricted; 2023Q3: 2,617 shares; 2023Q4: 2,638 shares; 2024Q1: 2,586 shares; 2024Q2: 2,941 shares; 2024Q3: 2,976 shares; 2024Q4: 2,525 shares; 2025Q1: 2,645 shares 2,645 $230K 0.01% +120 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,223 shares; 2023Q4: 4,193 shares; 2024Q1: 4,822 shares; 2024Q2: 4,940 shares; 2024Q3: 5,868 shares; 2024Q4: 6,658 shares; 2025Q1: 6,639 shares 6,639 $227K 0.01% -19 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 4,115 shares; 2023Q4: 3,089 shares; 2024Q1: 2,314 shares; 2024Q2: 1,945 shares; 2024Q3: 3,021 shares; 2024Q4: 3,278 shares; 2025Q1: 4,783 shares 4,783 $227K 0.01% +1,505 Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 16,443 shares; 2023Q4: 16,443 shares; 2024Q1: 16,721 shares; 2024Q2: 16,796 shares; 2024Q3: 16,735 shares; 2024Q4: 15,909 shares; 2025Q1: 16,099 shares 16,099 $227K 0.01% +190 Timeline XLRE 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; 2023Q2: restricted; 2023Q3: 9,639 shares; 2023Q4: 9,839 shares; 2024Q1: 8,079 shares; 2024Q2: 5,980 shares; 2024Q3: 5,765 shares; 2024Q4: 5,594 shares; 2025Q1: 5,416 shares 5,416 $227K 0.01% -178 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,705 shares; 2023Q4: 1,532 shares; 2024Q1: 1,532 shares; 2024Q2: 1,707 shares; 2024Q3: 1,707 shares; 2024Q4: 1,707 shares; 2025Q1: 2,020 shares 2,020 $224K 0.01% +313 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,000 shares; 2024Q4: 4,771 shares; 2025Q1: 4,771 shares 4,771 $223K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 570 shares; 2023Q4: 574 shares; 2024Q1: 602 shares; 2024Q2: 715 shares; 2024Q3: 826 shares; 2024Q4: 855 shares; 2025Q1: 834 shares 834 $218K 0.01% -21 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 1,114 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,390 shares; 2025Q1: 4,797 shares 4,797 $218K 0.01% -11,593 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; 2023Q2: restricted; 2023Q3: 863 shares; 2023Q4: 926 shares; 2024Q1: 1,214 shares; 2024Q2: 1,215 shares; 2024Q3: 1,344 shares; 2024Q4: 1,321 shares; 2025Q1: 1,291 shares 1,291 $217K 0.01% -30 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 5,482 shares; 2023Q4: 4,517 shares; 2024Q1: 4,418 shares; 2024Q2: 4,418 shares; 2024Q3: 4,418 shares; 2024Q4: 2,838 shares; 2025Q1: 2,838 shares 2,838 $215K 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 387 shares; 2023Q4: 346 shares; 2024Q1: 333 shares; 2024Q2: 210 shares; 2024Q3: 229 shares; 2024Q4: 233 shares; 2025Q1: 218 shares 218 $215K 0.01% -15 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 6,851 shares; 2023Q4: 6,851 shares; 2024Q1: 6,510 shares; 2024Q2: 6,510 shares; 2024Q3: 6,424 shares; 2024Q4: 6,424 shares; 2025Q1: 6,424 shares 6,424 $215K 0.01% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,603 shares; 2023Q4: 2,195 shares; 2024Q1: 2,313 shares; 2024Q2: 2,277 shares; 2024Q3: 2,629 shares; 2024Q4: 3,305 shares; 2025Q1: 3,930 shares 3,930 $212K 0.01% +625 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; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,145 shares; 2024Q3: 757 shares; 2024Q4: 742 shares; 2025Q1: 693 shares 693 $212K 0.01% -49 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 2,840 shares; 2023Q4: 3,191 shares; 2024Q1: 3,469 shares; 2024Q2: 4,140 shares; 2024Q3: 4,164 shares; 2024Q4: 4,183 shares; 2025Q1: 2,032 shares 2,032 $210K 0.01% -2,151 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 3,634 shares; 2023Q4: 4,993 shares; 2024Q1: 11,693 shares; 2024Q2: 4,993 shares; 2024Q3: 5,175 shares; 2024Q4: 5,175 shares; 2025Q1: 5,803 shares 5,803 $210K 0.01% +628 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: 1,410 shares; 2023Q4: 1,410 shares; 2024Q1: 1,410 shares; 2024Q2: 1,336 shares; 2024Q3: 1,336 shares; 2024Q4: 1,336 shares; 2025Q1: 1,336 shares 1,336 $209K 0.01% 0 Timeline