FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,879,281 shares; 2024Q4: 4,429,074 shares; 2025Q1: 5,053,342 shares; 2025Q2: 4,923,991 shares; 2025Q3: 4,694,218 shares; 2025Q4: 4,665,282 shares 4,665,282 $161M 8.66% -28,936 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,848,260 shares; 2024Q4: 1,879,398 shares; 2025Q1: 2,018,692 shares; 2025Q2: 1,744,398 shares; 2025Q3: 1,779,047 shares; 2025Q4: 1,817,545 shares 1,817,545 $152M 8.17% +38,498 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 379,553 shares; 2024Q4: 392,824 shares; 2025Q1: 819,635 shares; 2025Q2: 750,597 shares; 2025Q3: 748,450 shares; 2025Q4: 756,370 shares 756,370 $145M 7.78% +7,920 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 332,104 shares; 2024Q4: 321,612 shares; 2025Q1: 205,694 shares; 2025Q2: 201,788 shares; 2025Q3: 201,313 shares; 2025Q4: 202,676 shares 202,676 $139M 7.45% +1,363 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366,684 shares; 2024Q4: 1,301,023 shares; 2025Q1: 1,629,263 shares; 2025Q2: 1,642,627 shares; 2025Q3: 1,677,927 shares; 2025Q4: 1,729,964 shares 1,729,964 $104M 5.56% +52,037 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,442,063 shares; 2024Q4: 1,468,976 shares; 2025Q1: 1,479,545 shares; 2025Q2: 1,496,608 shares; 2025Q3: 1,498,721 shares; 2025Q4: 1,517,564 shares 1,517,564 $100M 5.37% +18,843 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,651,210 shares; 2024Q4: 1,674,207 shares; 2025Q1: 3,009,036 shares; 2025Q2: 2,865,167 shares; 2025Q3: 2,872,073 shares; 2025Q4: 2,906,297 shares 2,906,297 $90M 4.83% +34,224 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646,806 shares; 2024Q4: 653,686 shares; 2025Q1: 666,516 shares; 2025Q2: 664,698 shares; 2025Q3: 669,222 shares; 2025Q4: 674,900 shares 674,900 $81.1M 4.35% +5,678 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 706,525 shares; 2025Q1: 778,114 shares; 2025Q2: 1,421,346 shares; 2025Q3: 1,459,399 shares; 2025Q4: 1,486,823 shares 1,486,823 $68.2M 3.66% +27,424 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,376,014 shares 1,376,014 $68.1M 3.65% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,028,551 shares; 2024Q4: 1,108,863 shares; 2025Q1: 1,218,719 shares; 2025Q2: 1,242,741 shares; 2025Q3: 1,268,396 shares; 2025Q4: 1,334,964 shares 1,334,964 $62.9M 3.37% +66,568 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,508,956 shares; 2024Q4: 2,512,620 shares; 2025Q1: 2,489,732 shares; 2025Q2: 1,453,341 shares; 2025Q3: 1,434,508 shares; 2025Q4: 1,426,001 shares 1,426,001 $59M 3.16% -8,507 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,109,398 shares; 2024Q4: 1,168,922 shares; 2025Q1: 1,217,759 shares; 2025Q2: 1,194,607 shares; 2025Q3: 1,197,751 shares; 2025Q4: 1,212,934 shares 1,212,934 $58M 3.11% +15,183 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,023,694 shares; 2024Q4: 2,058,282 shares; 2025Q1: 1,909,062 shares; 2025Q2: 1,866,918 shares; 2025Q3: 1,891,800 shares; 2025Q4: 1,902,432 shares 1,902,432 $49.7M 2.67% +10,632 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,953 shares; 2024Q4: 140,607 shares; 2025Q1: 132,784 shares; 2025Q2: 131,563 shares; 2025Q3: 129,146 shares; 2025Q4: 255,073 shares 255,073 $36.7M 1.97% +125,927 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,388 shares; 2024Q4: 87,205 shares; 2025Q1: 82,968 shares; 2025Q2: 82,264 shares; 2025Q3: 82,633 shares; 2025Q4: 77,855 shares 77,855 $21.2M 1.14% -4,778 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,569 shares; 2024Q4: 44,765 shares; 2025Q1: 43,192 shares; 2025Q2: 42,960 shares; 2025Q3: 42,719 shares; 2025Q4: 41,594 shares 41,594 $20.1M 1.08% -1,125 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,973 shares; 2024Q4: 66,865 shares; 2025Q1: 63,498 shares; 2025Q2: 62,886 shares; 2025Q3: 61,550 shares; 2025Q4: 59,157 shares 59,157 $18.5M 0.99% -2,393 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,954 shares; 2024Q4: 138,101 shares; 2025Q1: 123,280 shares; 2025Q2: 121,823 shares; 2025Q3: 119,613 shares; 2025Q4: 117,006 shares 117,006 $18.1M 0.97% -2,607 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,926 shares; 2024Q4: 170,553 shares; 2025Q1: 152,568 shares; 2025Q2: 150,019 shares; 2025Q3: 146,929 shares; 2025Q4: 143,998 shares 143,998 $17M 0.91% -2,931 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,470 shares; 2024Q4: 73,678 shares; 2025Q1: 69,867 shares; 2025Q2: 70,572 shares; 2025Q3: 70,244 shares; 2025Q4: 69,283 shares 69,283 $16M 0.86% -961 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,899 shares; 2024Q4: 83,061 shares; 2025Q1: 86,207 shares; 2025Q2: 84,781 shares; 2025Q3: 96,900 shares; 2025Q4: 94,215 shares 94,215 $14.6M 0.78% -2,685 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,787 shares; 2024Q4: 281,316 shares; 2025Q1: 259,691 shares; 2025Q2: 252,186 shares; 2025Q3: 248,735 shares; 2025Q4: 247,567 shares 247,567 $13.6M 0.73% -1,168 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,228 shares; 2024Q4: 154,908 shares; 2025Q1: 144,220 shares; 2025Q2: 144,122 shares; 2025Q3: 142,188 shares; 2025Q4: 284,470 shares 284,470 $12.7M 0.68% +142,282 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,514 shares; 2024Q4: 22,818 shares; 2025Q1: 20,851 shares; 2025Q2: 19,572 shares; 2025Q3: 23,389 shares; 2025Q4: 22,767 shares 22,767 $11.4M 0.61% -622 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,867 shares; 2024Q4: 149,990 shares; 2025Q1: 142,636 shares; 2025Q2: 142,358 shares; 2025Q3: 140,786 shares; 2025Q4: 136,404 shares 136,404 $10.5M 0.56% -4,382 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,508 shares; 2024Q4: 41,610 shares; 2025Q1: 38,721 shares; 2025Q2: 32,248 shares; 2025Q3: 31,660 shares; 2025Q4: 31,110 shares 31,110 $10M 0.54% -550 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,049 shares; 2024Q4: 102,042 shares; 2025Q1: 95,590 shares; 2025Q2: 93,887 shares; 2025Q3: 92,462 shares; 2025Q4: 86,221 shares 86,221 $9.61M 0.52% -6,241 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,237 shares; 2024Q4: 43,745 shares; 2025Q1: 51,283 shares; 2025Q2: 50,805 shares; 2025Q3: 49,974 shares; 2025Q4: 48,116 shares 48,116 $8.86M 0.48% -1,858 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,227 shares; 2024Q4: 31,887 shares; 2025Q1: 29,367 shares; 2025Q2: 29,163 shares; 2025Q3: 28,784 shares; 2025Q4: 26,861 shares 26,861 $8.64M 0.46% -1,923 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,618 shares; 2024Q4: 24,962 shares; 2025Q1: 23,542 shares; 2025Q2: 23,179 shares; 2025Q3: 22,590 shares; 2025Q4: 21,678 shares 21,678 $8.02M 0.43% -912 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,426 shares; 2024Q4: 101,169 shares; 2025Q1: 94,852 shares; 2025Q2: 93,132 shares; 2025Q3: 91,667 shares; 2025Q4: 179,578 shares 179,578 $7.67M 0.41% +87,911 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,027 shares; 2024Q4: 26,557 shares; 2025Q1: 26,104 shares; 2025Q2: 25,702 shares; 2025Q3: 25,389 shares; 2025Q4: 24,749 shares 24,749 $7.45M 0.4% -640 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,195 shares; 2024Q4: 25,324 shares; 2025Q1: 24,813 shares; 2025Q2: 24,150 shares; 2025Q3: 23,638 shares; 2025Q4: 23,082 shares 23,082 $7.05M 0.38% -556 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,866 shares; 2024Q4: 184,776 shares; 2025Q1: 179,020 shares; 2025Q2: 177,005 shares; 2025Q3: 173,980 shares; 2025Q4: 171,055 shares 171,055 $6.9M 0.37% -2,925 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,105 shares; 2024Q4: 90,537 shares; 2025Q1: 91,019 shares; 2025Q2: 88,901 shares; 2025Q3: 87,023 shares; 2025Q4: 86,174 shares 86,174 $6.69M 0.36% -849 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,531 shares; 2024Q4: 36,330 shares; 2025Q1: 29,118 shares; 2025Q2: 28,431 shares; 2025Q3: 27,833 shares; 2025Q4: 55,702 shares 55,702 $6.65M 0.36% +27,869 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,004 shares; 2025Q3: 60,603 shares; 2025Q4: 65,845 shares 65,845 $6.33M 0.34% +5,242 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,360 shares; 2024Q4: 77,717 shares; 2025Q1: 71,973 shares; 2025Q2: 70,396 shares; 2025Q3: 69,483 shares; 2025Q4: 138,330 shares 138,330 $6.27M 0.34% +68,847 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,612 shares; 2024Q4: 57,373 shares; 2025Q1: 55,590 shares; 2025Q2: 54,641 shares; 2025Q3: 54,717 shares; 2025Q4: 53,877 shares 53,877 $6.13M 0.33% -840 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,177 shares; 2024Q4: 21,238 shares; 2025Q1: 37,158 shares; 2025Q2: 36,525 shares; 2025Q3: 33,639 shares; 2025Q4: 32,854 shares 32,854 $6.13M 0.33% -785 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,091 shares; 2024Q4: 39,649 shares; 2025Q1: 37,377 shares; 2025Q2: 36,354 shares; 2025Q3: 35,383 shares; 2025Q4: 34,617 shares 34,617 $5.84M 0.31% -766 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,456 shares; 2024Q4: 7,288 shares; 2025Q1: 6,979 shares; 2025Q2: 6,859 shares; 2025Q3: 6,862 shares; 2025Q4: 6,642 shares 6,642 $5.73M 0.31% -220 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,004 shares; 2024Q4: 25,729 shares; 2025Q1: 25,289 shares; 2025Q2: 24,858 shares; 2025Q3: 45,959 shares; 2025Q4: 44,140 shares 44,140 $5.53M 0.3% -1,819 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,414 shares; 2024Q4: 36,695 shares; 2025Q1: 35,344 shares; 2025Q2: 35,222 shares; 2025Q3: 34,832 shares; 2025Q4: 35,623 shares 35,623 $5.49M 0.29% +791 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,260 shares; 2024Q4: 52,388 shares; 2025Q1: 48,830 shares; 2025Q2: 48,071 shares; 2025Q3: 47,309 shares; 2025Q4: 45,807 shares 45,807 $5.35M 0.29% -1,502 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,586 shares; 2024Q4: 38,893 shares; 2025Q1: 36,118 shares; 2025Q2: 35,507 shares; 2025Q3: 22,484 shares; 2025Q4: 21,916 shares 21,916 $5.29M 0.28% -568 Timeline GSEW 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,446 shares; 2025Q3: 64,660 shares; 2025Q4: 61,696 shares 61,696 $5.25M 0.28% -2,964 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,557 shares; 2024Q4: 26,544 shares; 2025Q1: 26,548 shares; 2025Q2: 25,935 shares; 2025Q3: 25,751 shares; 2025Q4: 25,227 shares 25,227 $4.92M 0.26% -524 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,021 shares; 2024Q4: 2,827 shares; 2025Q1: 7,262 shares; 2025Q2: 7,195 shares; 2025Q3: 7,297 shares; 2025Q4: 7,215 shares 7,215 $4.76M 0.26% -82 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,658 shares; 2025Q1: 79,037 shares; 2025Q2: 78,135 shares; 2025Q3: 75,529 shares; 2025Q4: 72,909 shares 72,909 $4.73M 0.25% -2,620 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 6,356 shares; 2025Q1: 5,647 shares; 2025Q2: 6,349 shares; 2025Q3: 6,432 shares; 2025Q4: 6,389 shares 6,389 $4.36M 0.23% -43 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,573 shares; 2024Q4: 19,318 shares; 2025Q1: 18,372 shares; 2025Q2: 18,010 shares; 2025Q3: 19,635 shares; 2025Q4: 18,815 shares 18,815 $4.35M 0.23% -820 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160,990 shares 160,990 $4.1M 0.22% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,583 shares; 2024Q4: 16,352 shares; 2025Q1: 15,837 shares; 2025Q2: 15,692 shares; 2025Q3: 15,301 shares; 2025Q4: 15,266 shares 15,266 $4.04M 0.22% -35 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,910 shares; 2024Q4: 6,983 shares; 2025Q1: 6,341 shares; 2025Q2: 6,342 shares; 2025Q3: 6,358 shares; 2025Q4: 5,951 shares 5,951 $3.73M 0.2% -407 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,420 shares; 2024Q4: 10,320 shares; 2025Q1: 10,385 shares; 2025Q2: 10,327 shares; 2025Q3: 10,327 shares; 2025Q4: 10,237 shares 10,237 $3.54M 0.19% -90 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,304 shares; 2024Q4: 11,987 shares; 2025Q1: 11,323 shares; 2025Q2: 11,054 shares; 2025Q3: 11,013 shares; 2025Q4: 10,697 shares 10,697 $3.53M 0.19% -316 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,529 shares; 2024Q4: 145,514 shares; 2025Q1: 147,937 shares; 2025Q2: 142,337 shares; 2025Q3: 165,491 shares; 2025Q4: 137,611 shares 137,611 $3.43M 0.18% -27,880 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,989 shares; 2024Q4: 69,806 shares; 2025Q1: 66,105 shares; 2025Q2: 64,712 shares; 2025Q3: 63,750 shares; 2025Q4: 62,835 shares 62,835 $3.38M 0.18% -915 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121,662 shares; 2025Q3: 119,018 shares; 2025Q4: 178,592 shares 178,592 $3.38M 0.18% +59,574 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,417 shares; 2025Q3: 24,723 shares; 2025Q4: 24,502 shares 24,502 $3.12M 0.17% -221 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,951 shares; 2024Q4: 8,992 shares; 2025Q1: 9,020 shares; 2025Q2: 9,012 shares; 2025Q3: 9,115 shares; 2025Q4: 8,990 shares 8,990 $3.09M 0.17% -125 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4 $3.02M 0.16% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,748 shares; 2024Q4: 25,866 shares; 2025Q1: 24,113 shares; 2025Q2: 23,652 shares; 2025Q3: 23,417 shares; 2025Q4: 22,663 shares 22,663 $3.01M 0.16% -754 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,921 shares; 2024Q4: 94,118 shares; 2025Q1: 28,904 shares; 2025Q2: 28,573 shares; 2025Q3: 28,403 shares; 2025Q4: 28,708 shares 28,708 $2.87M 0.15% +305 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,784 shares; 2024Q4: 42,155 shares; 2025Q1: 35,956 shares; 2025Q2: 35,806 shares; 2025Q3: 22,561 shares; 2025Q4: 27,775 shares 27,775 $2.67M 0.14% +5,214 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,479 shares; 2024Q4: 14,279 shares; 2025Q1: 14,279 shares; 2025Q2: 14,279 shares; 2025Q3: 14,279 shares; 2025Q4: 14,279 shares 14,279 $2.42M 0.13% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,464 shares; 2024Q4: 12,358 shares; 2025Q1: 12,416 shares; 2025Q2: 12,328 shares; 2025Q3: 12,190 shares; 2025Q4: 12,178 shares 12,178 $2.37M 0.13% -12 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,183 shares; 2024Q4: 50,231 shares; 2025Q1: 43,422 shares; 2025Q2: 43,422 shares; 2025Q3: 43,422 shares; 2025Q4: 41,567 shares 41,567 $2.27M 0.12% -1,855 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,571 shares; 2024Q4: 7,996 shares; 2025Q1: 7,557 shares; 2025Q2: 7,254 shares; 2025Q3: 7,254 shares; 2025Q4: 6,892 shares 6,892 $2.16M 0.12% -362 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,968 shares; 2024Q4: 13,558 shares; 2025Q1: 11,891 shares; 2025Q2: 11,891 shares; 2025Q3: 17,428 shares; 2025Q4: 17,151 shares 17,151 $2.06M 0.11% -277 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,908 shares; 2025Q3: 14,208 shares; 2025Q4: 13,224 shares 13,224 $1.97M 0.11% -984 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,167,641 shares; 2024Q4: 2,196,108 shares; 2025Q1: 2,030,810 shares; 2025Q2: 1,985,980 shares; 2025Q3: 2,010,433 shares; 2025Q4: 76,938 shares 76,938 $1.96M 0.11% -1,933,495 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,144 shares; 2024Q4: 10,576 shares; 2025Q1: 9,718 shares; 2025Q2: 9,258 shares; 2025Q3: 9,726 shares; 2025Q4: 9,485 shares 9,485 $1.96M 0.11% -241 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,562 shares 31,562 $1.96M 0.11% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,679 shares; 2024Q4: 20,685 shares; 2025Q1: 20,210 shares; 2025Q2: 21,994 shares; 2025Q3: 22,298 shares; 2025Q4: 23,186 shares 23,186 $1.83M 0.1% +888 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,114 shares; 2024Q4: 14,056 shares; 2025Q1: 12,222 shares; 2025Q2: 10,982 shares; 2025Q3: 17,882 shares; 2025Q4: 17,199 shares 17,199 $1.81M 0.1% -683 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 969 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 3,060 shares; 2025Q4: 3,060 shares 3,060 $1.75M 0.09% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,200 shares; 2025Q4: 10,775 shares 10,775 $1.75M 0.09% -15,425 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,662 shares; 2024Q4: 7,721 shares; 2025Q1: 7,820 shares; 2025Q2: 7,233 shares; 2025Q3: 7,945 shares; 2025Q4: 7,351 shares 7,351 $1.68M 0.09% -594 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 7,500 shares; 2025Q1: 4,700 shares; 2025Q2: 5,000 shares; 2025Q3: 21,512 shares; 2025Q4: 21,612 shares 21,612 $1.59M 0.09% +100 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,901 shares; 2024Q4: 3,000 shares; 2025Q1: 2,891 shares; 2025Q2: 2,898 shares; 2025Q3: 2,855 shares; 2025Q4: 2,677 shares 2,677 $1.55M 0.08% -178 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,288 shares; 2025Q1: 1,938 shares; 2025Q2: 1,938 shares; 2025Q3: 13,938 shares; 2025Q4: 11,557 shares 11,557 $1.49M 0.08% -2,381 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,622 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares 9,600 $1.3M 0.07% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares 10,500 $1.26M 0.07% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,418 shares; 2025Q1: 2,402 shares; 2025Q2: 2,641 shares; 2025Q3: 4,786 shares; 2025Q4: 4,697 shares 4,697 $1.21M 0.07% -89 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,983 shares; 2024Q4: 26,306 shares; 2025Q1: 24,397 shares; 2025Q2: 23,736 shares; 2025Q3: 8,571 shares; 2025Q4: 8,403 shares 8,403 $1.21M 0.06% -168 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,288 shares; 2024Q4: 3,713 shares; 2025Q1: 3,486 shares; 2025Q2: 3,462 shares; 2025Q3: 12,862 shares; 2025Q4: 12,909 shares 12,909 $1.2M 0.06% +47 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,345 shares; 2024Q4: 11,660 shares; 2025Q1: 10,706 shares; 2025Q2: 10,551 shares; 2025Q3: 17,646 shares; 2025Q4: 16,330 shares 16,330 $1.14M 0.06% -1,316 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,614 shares; 2024Q4: 13,614 shares; 2025Q1: 13,614 shares; 2025Q2: 13,614 shares; 2025Q3: 13,614 shares; 2025Q4: 13,614 shares 13,614 $1.1M 0.06% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 815 shares; 2025Q3: 3,565 shares; 2025Q4: 3,563 shares 3,563 $1.1M 0.06% -2 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,722 shares; 2024Q4: 3,771 shares; 2025Q1: 3,416 shares; 2025Q2: 3,296 shares; 2025Q3: 3,121 shares; 2025Q4: 3,100 shares 3,100 $1.09M 0.06% -21 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,079 shares; 2024Q4: 7,468 shares; 2025Q1: 7,329 shares; 2025Q2: 7,211 shares; 2025Q3: 7,665 shares; 2025Q4: 7,412 shares 7,412 $1.06M 0.06% -253 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,877 shares; 2025Q1: 1,992 shares; 2025Q2: 1,967 shares; 2025Q3: 2,164 shares; 2025Q4: 2,165 shares 2,165 $1.01M 0.05% +1 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,231 shares; 2024Q4: 1,479 shares; 2025Q1: 1,233 shares; 2025Q2: 1,235 shares; 2025Q3: 1,343 shares; 2025Q4: 1,146 shares 1,146 $1.01M 0.05% -197 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,377 shares; 2025Q4: 18,248 shares 18,248 $1M 0.05% -129 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,862 shares; 2024Q4: 19,407 shares; 2025Q1: 19,141 shares; 2025Q2: 19,915 shares; 2025Q3: 19,212 shares; 2025Q4: 18,524 shares 18,524 $996K 0.05% -688 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,449 shares; 2024Q4: 3,449 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares 2,560 $990K 0.05% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,562 shares; 2024Q4: 3,558 shares; 2025Q1: 3,569 shares; 2025Q2: 3,458 shares; 2025Q3: 3,548 shares; 2025Q4: 3,748 shares 3,748 $964K 0.05% +200 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,850 shares; 2024Q4: 6,850 shares; 2025Q1: 6,850 shares; 2025Q2: 6,650 shares; 2025Q3: 6,650 shares; 2025Q4: 6,650 shares 6,650 $938K 0.05% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,214 shares; 2024Q4: 7,307 shares; 2025Q1: 6,438 shares; 2025Q2: 6,349 shares; 2025Q3: 6,145 shares; 2025Q4: 6,112 shares 6,112 $932K 0.05% -33 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,159 shares; 2024Q4: 44,977 shares; 2025Q1: 24,438 shares; 2025Q2: 24,438 shares; 2025Q3: 24,438 shares; 2025Q4: 36,770 shares 36,770 $917K 0.05% +12,332 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,442 shares; 2024Q4: 35,780 shares; 2025Q1: 35,211 shares; 2025Q2: 35,211 shares; 2025Q3: 35,211 shares; 2025Q4: 35,211 shares 35,211 $855K 0.05% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000 $854K 0.05% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,500 shares; 2025Q4: 35,500 shares 35,500 $848K 0.05% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,018 shares; 2024Q4: 3,000 shares; 2025Q1: 2,953 shares; 2025Q2: 2,953 shares; 2025Q3: 4,753 shares; 2025Q4: 4,753 shares 4,753 $844K 0.05% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,551 shares; 2025Q1: 1,502 shares; 2025Q2: 1,481 shares; 2025Q3: 1,467 shares; 2025Q4: 1,419 shares 1,419 $810K 0.04% -48 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,700 shares; 2025Q4: 14,700 shares 14,700 $809K 0.04% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,357 shares; 2024Q4: 19,026 shares; 2025Q1: 5,363 shares; 2025Q2: 5,238 shares; 2025Q3: 4,727 shares; 2025Q4: 4,716 shares 4,716 $807K 0.04% -11 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,764 shares; 2024Q4: 30,230 shares; 2025Q1: 30,230 shares; 2025Q2: 30,230 shares; 2025Q3: 51,538 shares; 2025Q4: 30,906 shares 30,906 $768K 0.04% -20,632 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,671 shares; 2024Q4: 33,323 shares; 2025Q1: 32,753 shares; 2025Q2: 32,753 shares; 2025Q3: 32,753 shares; 2025Q4: 32,753 shares 32,753 $767K 0.04% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,798 shares; 2024Q4: 31,422 shares; 2025Q1: 30,798 shares; 2025Q2: 30,798 shares; 2025Q3: 30,798 shares; 2025Q4: 30,798 shares 30,798 $746K 0.04% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 3,451 shares; 2025Q1: 3,533 shares; 2025Q2: 3,509 shares; 2025Q3: 3,428 shares; 2025Q4: 3,259 shares 3,259 $746K 0.04% -169 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,320 shares; 2025Q1: 2,295 shares; 2025Q2: 2,223 shares; 2025Q3: 2,199 shares; 2025Q4: 2,192 shares 2,192 $738K 0.04% -7 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,627 shares; 2024Q4: 2,408 shares; 2025Q1: 2,548 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares 2,450 $726K 0.04% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,578 shares; 2025Q1: 24,467 shares; 2025Q2: 32,782 shares; 2025Q3: 32,782 shares; 2025Q4: 32,782 shares 32,782 $723K 0.04% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 2,500 shares; 2025Q1: 2,506 shares; 2025Q2: 2,506 shares; 2025Q3: 2,506 shares; 2025Q4: 2,501 shares 2,501 $714K 0.04% -5 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,036 shares; 2024Q4: 10,974 shares; 2025Q1: 10,946 shares; 2025Q2: 10,946 shares; 2025Q3: 8,322 shares; 2025Q4: 8,322 shares 8,322 $664K 0.04% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 2,864 shares; 2025Q1: 2,731 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares; 2025Q4: 2,274 shares 2,274 $660K 0.04% +21 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,233 shares; 2024Q4: 2,234 shares; 2025Q1: 2,248 shares; 2025Q2: 2,170 shares; 2025Q3: 2,174 shares; 2025Q4: 1,857 shares 1,857 $653K 0.04% -317 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,388 shares; 2024Q4: 18,695 shares; 2025Q1: 17,695 shares; 2025Q2: 17,250 shares; 2025Q3: 17,550 shares; 2025Q4: 17,550 shares 17,550 $648K 0.03% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $613K 0.03% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 636 shares; 2025Q2: 572 shares; 2025Q3: 563 shares; 2025Q4: 559 shares 559 $598K 0.03% -4 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 2,429 shares 2,429 $589K 0.03% -43 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,401 shares; 2025Q2: 13,201 shares; 2025Q3: 13,201 shares; 2025Q4: 13,201 shares 13,201 $582K 0.03% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 2,235 shares; 2025Q1: 2,251 shares; 2025Q2: 2,241 shares; 2025Q3: 2,187 shares; 2025Q4: 2,174 shares 2,174 $571K 0.03% -13 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,222 shares; 2024Q4: 9,414 shares; 2025Q1: 8,402 shares; 2025Q2: 9,921 shares; 2025Q3: 9,207 shares; 2025Q4: 8,973 shares 8,973 $561K 0.03% -234 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 840 shares; 2025Q4: 840 shares 840 $549K 0.03% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 3,325 shares; 2025Q1: 3,341 shares; 2025Q2: 3,291 shares; 2025Q3: 3,341 shares; 2025Q4: 6,816 shares 6,816 $539K 0.03% +3,475 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,074 shares; 2024Q4: 23,529 shares; 2025Q1: 21,104 shares; 2025Q2: 7,634 shares; 2025Q3: 6,623 shares; 2025Q4: 6,152 shares 6,152 $536K 0.03% -471 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,209 shares; 2025Q2: 5,339 shares; 2025Q3: 1,095 shares; 2025Q4: 834 shares 834 $512K 0.03% -261 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,909 shares; 2024Q4: 20,578 shares; 2025Q1: 20,047 shares; 2025Q2: 20,047 shares; 2025Q3: 20,047 shares; 2025Q4: 20,047 shares 20,047 $510K 0.03% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,876 shares; 2024Q4: 4,029 shares; 2025Q1: 3,064 shares; 2025Q2: 3,123 shares; 2025Q3: 3,123 shares; 2025Q4: 2,731 shares 2,731 $501K 0.03% -392 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,317 shares; 2025Q1: 2,371 shares; 2025Q2: 2,339 shares; 2025Q3: 2,303 shares; 2025Q4: 2,309 shares 2,309 $489K 0.03% +6 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 975 shares; 2025Q1: 952 shares; 2025Q2: 937 shares; 2025Q3: 932 shares; 2025Q4: 930 shares 930 $486K 0.03% -2 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 2,264 shares; 2025Q1: 2,264 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 1,473 shares 1,473 $482K 0.03% -787 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,550 shares; 2025Q1: 1,578 shares; 2025Q2: 1,574 shares; 2025Q3: 1,466 shares; 2025Q4: 1,452 shares 1,452 $470K 0.03% -14 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,815 shares; 2024Q4: 3,410 shares; 2025Q1: 2,525 shares; 2025Q2: not reported; 2025Q3: 8,298 shares; 2025Q4: 4,970 shares 4,970 $465K 0.02% -3,328 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,730 shares; 2024Q4: 55,670 shares; 2025Q1: 53,541 shares; 2025Q2: 52,277 shares; 2025Q3: 60,798 shares; 2025Q4: 8,437 shares 8,437 $455K 0.02% -52,361 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,423 shares; 2025Q1: 2,581 shares; 2025Q2: 2,590 shares; 2025Q3: 2,605 shares; 2025Q4: 2,543 shares 2,543 $444K 0.02% -62 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,483 shares; 2025Q1: 1,548 shares; 2025Q2: 1,533 shares; 2025Q3: 1,583 shares; 2025Q4: 1,578 shares 1,578 $434K 0.02% -5 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares 4,800 $426K 0.02% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,040 shares; 2024Q4: 20,827 shares; 2025Q1: 4,160 shares; 2025Q2: 3,967 shares; 2025Q3: 2,658 shares; 2025Q4: 2,607 shares 2,607 $422K 0.02% -51 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares 9,000 $415K 0.02% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,367 shares; 2025Q3: 2,367 shares; 2025Q4: 2,355 shares 2,355 $403K 0.02% -12 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,352 shares; 2024Q4: 12,339 shares; 2025Q1: 7,282 shares; 2025Q2: 7,282 shares; 2025Q3: 6,129 shares; 2025Q4: 5,677 shares 5,677 $403K 0.02% -452 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares 2,800 $398K 0.02% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,392 shares; 2024Q4: 5,697 shares; 2025Q1: 5,612 shares; 2025Q2: 4,893 shares; 2025Q3: 4,629 shares; 2025Q4: 4,330 shares 4,330 $383K 0.02% -299 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 2,330 shares; 2025Q1: not reported; 2025Q2: 1,620 shares; 2025Q3: 1,785 shares; 2025Q4: 1,785 shares 1,785 $382K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,858 shares; 2024Q4: 8,128 shares; 2025Q1: 7,279 shares; 2025Q2: 7,159 shares; 2025Q3: 7,159 shares; 2025Q4: 7,159 shares 7,159 $382K 0.02% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,775 shares; 2024Q4: 4,907 shares; 2025Q1: 4,907 shares; 2025Q2: 4,907 shares; 2025Q3: 4,907 shares; 2025Q4: 4,907 shares 4,907 $380K 0.02% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 1,453 shares; 2025Q1: 1,444 shares; 2025Q2: 1,308 shares; 2025Q3: 1,508 shares; 2025Q4: 1,508 shares 1,508 $371K 0.02% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,751 shares; 2024Q4: 3,825 shares; 2025Q1: 3,877 shares; 2025Q2: 3,827 shares; 2025Q3: 3,827 shares; 2025Q4: 3,823 shares 3,823 $367K 0.02% -4 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,066 shares; 2024Q4: 14,975 shares; 2025Q1: 14,514 shares; 2025Q2: 14,514 shares; 2025Q3: 14,514 shares; 2025Q4: 14,514 shares 14,514 $362K 0.02% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,608 shares; 2025Q3: 3,608 shares; 2025Q4: 3,608 shares 3,608 $360K 0.02% 0 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,138 shares; 2024Q4: 7,088 shares; 2025Q1: 7,088 shares; 2025Q2: 6,713 shares; 2025Q3: 6,713 shares; 2025Q4: 6,713 shares 6,713 $337K 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,051 shares; 2024Q4: 4,972 shares; 2025Q1: 3,131 shares; 2025Q2: 3,531 shares; 2025Q3: 3,531 shares; 2025Q4: 3,364 shares 3,364 $336K 0.02% -167 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,392 shares; 2025Q4: 6,392 shares 6,392 $331K 0.02% 0 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,631 shares; 2025Q1: 15,631 shares; 2025Q2: 15,631 shares; 2025Q3: 15,631 shares; 2025Q4: 15,631 shares 15,631 $331K 0.02% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 898 shares; 2025Q1: 713 shares; 2025Q2: 814 shares; 2025Q3: 667 shares; 2025Q4: 667 shares 667 $325K 0.02% 0 Timeline LMNR LIMONEIRA CO More: the full row for LIMONEIRA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $316K 0.02% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $311K 0.02% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: not reported; 2025Q1: 3,854 shares; 2025Q2: 3,838 shares; 2025Q3: 3,838 shares; 2025Q4: 3,838 shares 3,838 $305K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 1,025 shares; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,015 shares 1,015 $300K 0.02% -10 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,671 shares; 2024Q4: 6,052 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,315 shares; 2025Q4: 7,172 shares 7,172 $292K 0.02% -143 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,000 shares; 2025Q4: 45,000 shares 45,000 $291K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares 285 $288K 0.02% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 1,471 shares; 2025Q1: 1,228 shares; 2025Q2: 1,835 shares; 2025Q3: 1,474 shares; 2025Q4: 1,474 shares 1,474 $282K 0.02% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares 1,500 $277K 0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $275K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,522 shares; 2024Q4: 4,500 shares; 2025Q1: 4,609 shares; 2025Q2: 4,609 shares; 2025Q3: 4,609 shares; 2025Q4: 4,536 shares 4,536 $273K 0.01% -73 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $268K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,984 shares; 2024Q4: 11,018 shares; 2025Q1: 7,411 shares; 2025Q2: 7,484 shares; 2025Q3: 6,786 shares; 2025Q4: 4,158 shares 4,158 $265K 0.01% -2,628 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares 2,500 $260K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,284 shares; 2024Q4: 2,675 shares; 2025Q1: 2,675 shares; 2025Q2: 2,635 shares; 2025Q3: 2,635 shares; 2025Q4: 2,635 shares 2,635 $258K 0.01% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230 shares 230 $247K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,622 shares; 2024Q4: 1,760 shares; 2025Q1: 1,237 shares; 2025Q2: 1,237 shares; 2025Q3: 5,237 shares; 2025Q4: 1,260 shares 1,260 $245K 0.01% -3,977 Timeline FFIC FLUSHING FINL CORP More: the full row for FLUSHING FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares 16,000 $243K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 350 shares 350 $237K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,094 shares; 2025Q1: 2,094 shares; 2025Q2: 2,094 shares; 2025Q3: 2,094 shares; 2025Q4: 2,094 shares 2,094 $235K 0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 3,804 shares; 2025Q1: 3,971 shares; 2025Q2: 3,871 shares; 2025Q3: 1,185 shares; 2025Q4: 950 shares 950 $234K 0.01% -235 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,094 shares; 2024Q4: 10,934 shares; 2025Q1: 10,934 shares; 2025Q2: 10,678 shares; 2025Q3: 8,883 shares; 2025Q4: 8,883 shares 8,883 $234K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,027 shares; 2025Q4: 2,865 shares 2,865 $233K 0.01% -162 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753 shares; 2024Q4: 750 shares; 2025Q1: not reported; 2025Q2: 650 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550 $232K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,255 shares; 2025Q1: 1,261 shares; 2025Q2: 1,287 shares; 2025Q3: 1,157 shares; 2025Q4: 1,126 shares 1,126 $231K 0.01% -31 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,615 shares; 2024Q4: 9,475 shares; 2025Q1: 9,475 shares; 2025Q2: 9,000 shares; 2025Q3: 7,500 shares; 2025Q4: 8,400 shares 8,400 $231K 0.01% +900 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 2,288 shares; 2025Q1: not reported; 2025Q2: 2,288 shares; 2025Q3: 2,288 shares; 2025Q4: 2,288 shares 2,288 $222K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,281 shares; 2024Q4: 9,162 shares; 2025Q1: 8,859 shares; 2025Q2: 8,437 shares; 2025Q3: 8,304 shares; 2025Q4: 3,296 shares 3,296 $221K 0.01% -5,008 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 550 shares 550 $214K 0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 976 shares; 2025Q3: 976 shares; 2025Q4: 976 shares 976 $212K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 3,307 shares; 2025Q1: 3,307 shares; 2025Q2: 3,157 shares; 2025Q3: 3,532 shares; 2025Q4: 3,602 shares 3,602 $210K 0.01% +70 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 388 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 346 shares; 2025Q4: 346 shares 346 $209K 0.01% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,908 shares 9,908 $208K 0.01% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares 1,895 $202K 0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 588 shares 588 $202K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 691 shares 691 $200K 0.01% new Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,885 shares; 2024Q4: 10,885 shares; 2025Q1: 19,020 shares; 2025Q2: 19,020 shares; 2025Q3: 19,020 shares; 2025Q4: 19,020 shares 19,020 $140K 0.01% 0 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,511 shares; 2024Q4: 12,511 shares; 2025Q1: 12,511 shares; 2025Q2: 12,511 shares; 2025Q3: 12,511 shares; 2025Q4: 12,511 shares 12,511 $125K 0.01% 0 Timeline