MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380,179 shares; 2024Q4: 374,820 shares; 2025Q1: 376,706 shares; 2025Q2: 373,428 shares 373,428 $186M 5.71% -3,278 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 671,569 shares; 2024Q4: 657,360 shares; 2025Q1: 651,093 shares; 2025Q2: 653,458 shares 653,458 $134M 4.12% +2,365 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,679 shares; 2024Q4: 623,095 shares; 2025Q1: 617,887 shares; 2025Q2: 613,450 shares 613,450 $109M 3.35% -4,437 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 787,645 shares; 2024Q4: 796,886 shares; 2025Q1: 817,056 shares; 2025Q2: 810,168 shares 810,168 $108M 3.32% -6,888 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,617 shares; 2024Q4: 281,768 shares; 2025Q1: 274,397 shares; 2025Q2: 264,702 shares 264,702 $94M 2.89% -9,695 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,197 shares; 2024Q4: 250,382 shares; 2025Q1: 247,775 shares; 2025Q2: 246,306 shares 246,306 $90.3M 2.78% -1,469 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,049 shares; 2024Q4: 252,390 shares; 2025Q1: 250,288 shares; 2025Q2: 249,795 shares 249,795 $72.4M 2.23% -493 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,820 shares; 2024Q4: 153,000 shares; 2025Q1: 159,483 shares; 2025Q2: 160,220 shares 160,220 $70.2M 2.16% +737 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,679 shares; 2024Q4: 317,835 shares; 2025Q1: 314,543 shares; 2025Q2: 319,094 shares 319,094 $70M 2.15% +4,551 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,297 shares; 2024Q4: 232,623 shares; 2025Q1: 226,896 shares; 2025Q2: 221,235 shares 221,235 $66.1M 2.03% -5,661 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,864 shares; 2024Q4: 391,110 shares; 2025Q1: 382,944 shares; 2025Q2: 378,038 shares 378,038 $57.7M 1.78% -4,906 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,248 shares; 2024Q4: 265,420 shares; 2025Q1: 264,304 shares; 2025Q2: 264,026 shares 264,026 $57.7M 1.77% -278 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,978 shares; 2024Q4: 118,263 shares; 2025Q1: 116,201 shares; 2025Q2: 116,220 shares 116,220 $56.5M 1.74% +19 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850,278 shares; 2024Q4: 831,289 shares; 2025Q1: 822,992 shares; 2025Q2: 802,192 shares 802,192 $49.6M 1.53% -20,800 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,732 shares; 2024Q4: 256,081 shares; 2025Q1: 264,608 shares; 2025Q2: 267,123 shares 267,123 $49.6M 1.52% +2,515 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,056 shares; 2024Q4: 91,066 shares; 2025Q1: 88,679 shares; 2025Q2: 86,475 shares 86,475 $48.6M 1.49% -2,204 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,160 shares; 2024Q4: 47,774 shares; 2025Q1: 48,086 shares; 2025Q2: 48,819 shares 48,819 $48.3M 1.49% +733 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576,144 shares; 2024Q4: 564,884 shares; 2025Q1: 563,657 shares; 2025Q2: 520,141 shares 520,141 $41.2M 1.27% -43,516 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,911 shares; 2024Q4: 262,062 shares; 2025Q1: 249,074 shares; 2025Q2: 255,838 shares 255,838 $40.4M 1.24% +6,764 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,390 shares; 2024Q4: 174,420 shares; 2025Q1: 178,116 shares; 2025Q2: 181,666 shares 181,666 $37.2M 1.14% +3,550 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,042 shares; 2024Q4: 127,217 shares; 2025Q1: 122,525 shares; 2025Q2: 118,264 shares 118,264 $34.9M 1.07% -4,261 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,378 shares; 2024Q4: 205,827 shares; 2025Q1: 196,944 shares; 2025Q2: 196,054 shares 196,054 $34.6M 1.06% -890 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,063 shares; 2024Q4: 126,826 shares; 2025Q1: 127,175 shares; 2025Q2: 126,277 shares 126,277 $34.4M 1.06% -898 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,789 shares; 2024Q4: 112,503 shares; 2025Q1: 110,444 shares; 2025Q2: 108,528 shares 108,528 $31.7M 0.97% -1,916 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,448 shares; 2024Q4: 189,635 shares; 2025Q1: 186,931 shares; 2025Q2: 185,221 shares 185,221 $29.5M 0.91% -1,710 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,881 shares; 2024Q4: 217,413 shares; 2025Q1: 212,888 shares; 2025Q2: 210,487 shares 210,487 $29.5M 0.91% -2,401 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669,184 shares; 2024Q4: 654,611 shares; 2025Q1: 650,761 shares; 2025Q2: 645,122 shares 645,122 $29.2M 0.9% -5,639 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,915 shares; 2024Q4: 31,791 shares; 2025Q1: 32,846 shares; 2025Q2: 39,073 shares 39,073 $28.8M 0.89% +6,227 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,184 shares; 2024Q4: 127,584 shares; 2025Q1: 123,039 shares; 2025Q2: 119,486 shares 119,486 $27.8M 0.86% -3,553 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,161 shares; 2024Q4: 38,217 shares; 2025Q1: 38,614 shares; 2025Q2: 36,968 shares 36,968 $27.1M 0.83% -1,646 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,534 shares; 2024Q4: 222,708 shares; 2025Q1: 224,167 shares; 2025Q2: 214,770 shares 214,770 $26.6M 0.82% -9,397 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,424 shares; 2024Q4: 95,552 shares; 2025Q1: 96,877 shares; 2025Q2: 96,331 shares 96,331 $26.6M 0.82% -546 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,730 shares; 2024Q4: 172,505 shares; 2025Q1: 173,250 shares; 2025Q2: 172,001 shares 172,001 $24.6M 0.76% -1,249 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,810 shares; 2024Q4: 161,941 shares; 2025Q1: 175,239 shares; 2025Q2: 173,246 shares 173,246 $24.6M 0.76% -1,993 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,667 shares; 2024Q4: 31,684 shares; 2025Q1: 30,152 shares; 2025Q2: 29,408 shares 29,408 $23.2M 0.71% -744 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,680 shares; 2024Q4: 171,827 shares; 2025Q1: 164,774 shares; 2025Q2: 158,128 shares 158,128 $23M 0.71% -6,646 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,752 shares; 2024Q4: 275,326 shares; 2025Q1: 263,808 shares; 2025Q2: 246,376 shares 246,376 $22.6M 0.69% -17,432 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,100 shares; 2024Q4: 24,165 shares; 2025Q1: 26,726 shares; 2025Q2: 27,567 shares 27,567 $21.5M 0.66% +841 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,304 shares; 2024Q4: 80,892 shares; 2025Q1: 77,769 shares; 2025Q2: 74,716 shares 74,716 $20.9M 0.64% -3,053 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,564 shares; 2024Q4: 207,012 shares; 2025Q1: 226,544 shares; 2025Q2: 218,219 shares 218,219 $20.8M 0.64% -8,325 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,581 shares; 2024Q4: 61,419 shares; 2025Q1: 62,674 shares; 2025Q2: 63,411 shares 63,411 $20.8M 0.64% +737 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,542 shares; 2024Q4: 165,201 shares; 2025Q1: 168,866 shares; 2025Q2: 167,759 shares 167,759 $20.7M 0.64% -1,107 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,174 shares; 2024Q4: 185,794 shares; 2025Q1: 177,441 shares; 2025Q2: 156,603 shares 156,603 $20.7M 0.64% -20,838 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,277 shares; 2024Q4: 50,616 shares; 2025Q1: 49,107 shares; 2025Q2: 51,985 shares 51,985 $20.6M 0.63% +2,878 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82,153 shares; 2025Q1: 423,038 shares; 2025Q2: 397,908 shares 397,908 $20.3M 0.62% -25,130 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,708 shares; 2024Q4: 149,203 shares; 2025Q1: 145,767 shares; 2025Q2: 141,875 shares 141,875 $19.3M 0.59% -3,892 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,658 shares; 2024Q4: 223,768 shares; 2025Q1: 214,312 shares; 2025Q2: 208,137 shares 208,137 $19.1M 0.59% -6,175 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,455 shares; 2024Q4: 18,285 shares; 2025Q1: 21,380 shares; 2025Q2: 22,903 shares 22,903 $18.4M 0.56% +1,523 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,016 shares; 2024Q4: 263,186 shares; 2025Q1: 265,140 shares; 2025Q2: 258,826 shares 258,826 $18M 0.55% -6,314 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,040 shares; 2024Q4: 67,199 shares; 2025Q1: 65,042 shares; 2025Q2: 61,896 shares 61,896 $17.9M 0.55% -3,146 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,769 shares; 2024Q4: 124,706 shares; 2025Q1: 126,524 shares; 2025Q2: 121,742 shares 121,742 $17.8M 0.55% -4,782 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,892 shares; 2024Q4: 159,986 shares; 2025Q1: 171,784 shares; 2025Q2: 180,709 shares 180,709 $17.7M 0.54% +8,925 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,744 shares; 2024Q4: 69,016 shares; 2025Q1: 67,292 shares; 2025Q2: 56,504 shares 56,504 $17.6M 0.54% -10,788 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,575 shares; 2024Q4: 135,591 shares; 2025Q1: 135,601 shares; 2025Q2: 132,193 shares 132,193 $17.6M 0.54% -3,408 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,228 shares; 2024Q4: 85,193 shares; 2025Q1: 81,941 shares; 2025Q2: 79,256 shares 79,256 $17.5M 0.54% -2,685 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,864 shares; 2024Q4: 156,175 shares; 2025Q1: 161,848 shares; 2025Q2: 173,486 shares 173,486 $17.2M 0.53% +11,638 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,670 shares; 2024Q4: 135,077 shares; 2025Q1: 170,148 shares; 2025Q2: 203,043 shares 203,043 $16.8M 0.52% +32,895 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,804 shares; 2024Q4: 162,423 shares; 2025Q1: 154,720 shares; 2025Q2: 151,652 shares 151,652 $16.3M 0.5% -3,068 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,720 shares; 2024Q4: 25,385 shares; 2025Q1: 24,740 shares; 2025Q2: 26,452 shares 26,452 $16.3M 0.5% +1,712 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,258 shares; 2024Q4: 320,468 shares; 2025Q1: 310,844 shares; 2025Q2: 305,971 shares 305,971 $16.1M 0.49% -4,873 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,164 shares; 2024Q4: 47,949 shares; 2025Q1: 49,482 shares; 2025Q2: 50,421 shares 50,421 $16.1M 0.49% +939 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 2,773 shares; 2025Q1: 2,763 shares; 2025Q2: 2,651 shares 2,651 $15.3M 0.47% -112 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,231 shares; 2024Q4: 38,279 shares; 2025Q1: 38,108 shares; 2025Q2: 39,249 shares 39,249 $15.2M 0.47% +1,141 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,387 shares; 2024Q4: 46,329 shares; 2025Q1: 41,679 shares; 2025Q2: 38,530 shares 38,530 $15M 0.46% -3,149 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,802 shares; 2024Q4: 11,417 shares; 2025Q1: 10,898 shares; 2025Q2: 162,428 shares 162,428 $14.6M 0.45% +151,530 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,043 shares; 2024Q4: 181,582 shares; 2025Q1: 175,698 shares; 2025Q2: 343,886 shares 343,886 $14.4M 0.44% +168,188 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,907 shares; 2024Q4: 18,431 shares; 2025Q1: 18,832 shares; 2025Q2: 19,426 shares 19,426 $13.7M 0.42% +594 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,413 shares; 2024Q4: 168,508 shares; 2025Q1: 160,623 shares; 2025Q2: 156,908 shares 156,908 $13.2M 0.41% -3,715 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,102 shares; 2024Q4: 26,041 shares; 2025Q1: 31,774 shares; 2025Q2: 41,124 shares 41,124 $13.1M 0.4% +9,350 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,582 shares; 2024Q4: 3,613 shares; 2025Q1: 3,558 shares; 2025Q2: 3,495 shares 3,495 $13M 0.4% -63 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,867 shares; 2024Q4: 79,739 shares; 2025Q1: 125,581 shares; 2025Q2: 135,560 shares 135,560 $12.6M 0.39% +9,979 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,894 shares; 2024Q4: 125,400 shares; 2025Q1: 121,523 shares; 2025Q2: 116,130 shares 116,130 $12.3M 0.38% -5,393 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,717 shares; 2024Q4: 49,296 shares; 2025Q1: 45,990 shares; 2025Q2: 45,409 shares 45,409 $11.2M 0.35% -581 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,676 shares; 2024Q4: 67,738 shares; 2025Q1: 66,424 shares; 2025Q2: 66,694 shares 66,694 $11.1M 0.34% +270 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,174 shares; 2024Q4: 11,437 shares; 2025Q1: 11,148 shares; 2025Q2: 10,762 shares 10,762 $11.1M 0.34% -386 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,843 shares; 2024Q4: 58,495 shares; 2025Q1: 66,505 shares; 2025Q2: 69,210 shares 69,210 $11M 0.34% +2,705 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,471 shares; 2024Q4: 41,486 shares; 2025Q1: 45,701 shares; 2025Q2: 46,195 shares 46,195 $11M 0.34% +494 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,825 shares; 2024Q4: 238,594 shares; 2025Q1: 231,683 shares; 2025Q2: 230,417 shares 230,417 $10.9M 0.34% -1,266 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,805 shares; 2024Q4: 350,693 shares; 2025Q1: 324,226 shares; 2025Q2: 340,820 shares 340,820 $10.5M 0.32% +16,594 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,050 shares; 2024Q4: 308,896 shares; 2025Q1: 287,622 shares; 2025Q2: 289,466 shares 289,466 $9.57M 0.29% +1,844 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,189 shares; 2024Q4: 3,956 shares; 2025Q1: 42,956 shares; 2025Q2: 42,966 shares 42,966 $9.39M 0.29% +10 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,098 shares; 2024Q4: 25,808 shares; 2025Q1: 31,409 shares; 2025Q2: 35,726 shares 35,726 $9.2M 0.28% +4,317 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,973 shares; 2024Q4: 265,435 shares; 2025Q1: 222,572 shares; 2025Q2: 208,944 shares 208,944 $9.04M 0.28% -13,628 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,216 shares; 2024Q4: 12,393 shares; 2025Q1: 12,074 shares; 2025Q2: 12,708 shares 12,708 $8.88M 0.27% +634 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,431 shares; 2024Q4: 31,436 shares; 2025Q1: 29,489 shares; 2025Q2: 26,695 shares 26,695 $8.82M 0.27% -2,794 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,621 shares; 2024Q4: 60,942 shares; 2025Q1: 102,235 shares; 2025Q2: 110,081 shares 110,081 $8.75M 0.27% +7,846 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,082 shares; 2024Q4: 75,566 shares; 2025Q1: 73,993 shares; 2025Q2: 73,948 shares 73,948 $8.73M 0.27% -45 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,116 shares; 2024Q4: 80,959 shares; 2025Q1: 85,652 shares; 2025Q2: 87,099 shares 87,099 $8.59M 0.26% +1,447 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,504 shares; 2024Q4: 64,196 shares; 2025Q1: 76,564 shares; 2025Q2: 86,481 shares 86,481 $8.54M 0.26% +9,917 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,038 shares; 2024Q4: 152,493 shares; 2025Q1: 145,106 shares; 2025Q2: 126,455 shares 126,455 $8.53M 0.26% -18,651 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,581 shares; 2024Q4: 5,037 shares; 2025Q1: 15,476 shares; 2025Q2: 26,978 shares 26,978 $8.22M 0.25% +11,502 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,148 shares; 2024Q4: 38,671 shares; 2025Q1: 39,181 shares; 2025Q2: 34,366 shares 34,366 $8.14M 0.25% -4,815 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,791 shares; 2024Q4: 14,432 shares; 2025Q1: 14,400 shares; 2025Q2: 14,215 shares 14,215 $8.07M 0.25% -185 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,843 shares; 2024Q4: 95,512 shares; 2025Q1: 94,754 shares; 2025Q2: 79,937 shares 79,937 $8.07M 0.25% -14,817 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,766 shares; 2024Q4: 28,400 shares; 2025Q1: 26,821 shares; 2025Q2: 24,748 shares 24,748 $7.66M 0.24% -2,073 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,239 shares; 2024Q4: 29,612 shares; 2025Q1: 26,370 shares; 2025Q2: 25,908 shares 25,908 $7.57M 0.23% -462 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,844 shares; 2024Q4: 40,197 shares; 2025Q1: 35,394 shares; 2025Q2: 34,084 shares 34,084 $7.56M 0.23% -1,310 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,175 shares; 2024Q4: 111,753 shares; 2025Q1: 106,307 shares; 2025Q2: 101,752 shares 101,752 $7.56M 0.23% -4,555 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,052 shares; 2024Q4: 21,220 shares; 2025Q1: 23,500 shares; 2025Q2: 23,508 shares 23,508 $7.14M 0.22% +8 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,709 shares; 2024Q4: 26,985 shares; 2025Q1: 30,905 shares; 2025Q2: 31,526 shares 31,526 $7.14M 0.22% +621 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,762 shares; 2024Q4: 150,864 shares; 2025Q1: 127,952 shares; 2025Q2: 98,308 shares 98,308 $6.98M 0.21% -29,644 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,791 shares; 2024Q4: 113,857 shares; 2025Q1: 102,805 shares; 2025Q2: 100,510 shares 100,510 $6.97M 0.21% -2,295 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,209 shares; 2024Q4: 21,846 shares; 2025Q1: 22,886 shares; 2025Q2: 26,122 shares 26,122 $6.97M 0.21% +3,236 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 370,451 shares; 2024Q4: 361,455 shares; 2025Q1: 293,624 shares; 2025Q2: 194,094 shares 194,094 $6.93M 0.21% -99,530 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,170 shares; 2024Q4: 14,138 shares; 2025Q1: 13,613 shares; 2025Q2: 14,850 shares 14,850 $6.88M 0.21% +1,237 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,110 shares; 2024Q4: 44,510 shares; 2025Q1: 56,222 shares; 2025Q2: 79,481 shares 79,481 $6.64M 0.2% +23,259 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,043 shares; 2024Q4: 55,765 shares; 2025Q1: 76,670 shares; 2025Q2: 107,757 shares 107,757 $6.47M 0.2% +31,087 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,805 shares; 2024Q4: 69,488 shares; 2025Q1: 73,713 shares; 2025Q2: 86,722 shares 86,722 $6.14M 0.19% +13,009 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,067 shares; 2024Q4: 90,872 shares; 2025Q1: 145,222 shares; 2025Q2: 177,394 shares 177,394 $6.13M 0.19% +32,172 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,779 shares; 2024Q4: 45,769 shares; 2025Q1: 51,243 shares; 2025Q2: 55,334 shares 55,334 $6.05M 0.19% +4,091 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,029 shares; 2024Q4: 34,957 shares; 2025Q1: 33,327 shares; 2025Q2: 29,722 shares 29,722 $5.77M 0.18% -3,605 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,966 shares; 2024Q4: 91,936 shares; 2025Q1: 88,937 shares; 2025Q2: 65,687 shares 65,687 $5.73M 0.18% -23,250 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,222 shares; 2024Q4: 10,907 shares; 2025Q1: 13,533 shares; 2025Q2: 17,900 shares 17,900 $5.44M 0.17% +4,367 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,586 shares; 2024Q4: 30,055 shares; 2025Q1: 29,417 shares; 2025Q2: 29,443 shares 29,443 $5.4M 0.17% +26 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,554 shares; 2024Q4: 73,482 shares; 2025Q1: 82,749 shares; 2025Q2: 93,642 shares 93,642 $5.34M 0.16% +10,893 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 2,833 shares; 2025Q1: 2,762 shares; 2025Q2: 2,658 shares 2,658 $5.31M 0.16% -104 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,330 shares; 2024Q4: 15,250 shares; 2025Q1: 15,250 shares; 2025Q2: 15,250 shares 15,250 $5.18M 0.16% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,627 shares; 2024Q4: 97,641 shares; 2025Q1: 95,598 shares; 2025Q2: 88,850 shares 88,850 $4.91M 0.15% -6,748 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,591 shares; 2024Q4: 23,836 shares; 2025Q1: 39,997 shares; 2025Q2: 39,462 shares 39,462 $4.86M 0.15% -535 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,983 shares; 2024Q4: 36,065 shares; 2025Q1: 37,120 shares; 2025Q2: 32,461 shares 32,461 $4.86M 0.15% -4,659 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,304 shares; 2024Q4: 13,261 shares; 2025Q1: 15,003 shares; 2025Q2: 15,686 shares 15,686 $4.84M 0.15% +683 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,731 shares; 2024Q4: 17,682 shares; 2025Q1: 17,339 shares; 2025Q2: 17,074 shares 17,074 $4.71M 0.14% -265 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,349 shares; 2024Q4: 57,337 shares; 2025Q1: 62,244 shares; 2025Q2: 61,782 shares 61,782 $4.68M 0.14% -462 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,893 shares; 2024Q4: 21,860 shares; 2025Q1: 20,923 shares; 2025Q2: 22,469 shares 22,469 $4.6M 0.14% +1,546 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 2,052 shares; 2025Q1: 2,526 shares; 2025Q2: 3,392 shares 3,392 $4.54M 0.14% +866 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,470 shares; 2024Q4: 8,059 shares; 2025Q1: 7,552 shares; 2025Q2: 20,939 shares 20,939 $4.45M 0.14% +13,387 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,614 shares; 2024Q4: 52,614 shares; 2025Q1: 51,411 shares; 2025Q2: 48,739 shares 48,739 $4.43M 0.14% -2,672 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,620 shares; 2024Q4: 24,458 shares; 2025Q1: 23,578 shares; 2025Q2: 23,513 shares 23,513 $4.28M 0.13% -65 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,440 shares; 2024Q4: 8,546 shares; 2025Q1: 8,649 shares; 2025Q2: 8,449 shares 8,449 $4.22M 0.13% -200 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,965 shares; 2025Q1: 41,684 shares; 2025Q2: 46,648 shares 46,648 $4.1M 0.13% +4,964 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,180 shares; 2024Q4: 74,061 shares; 2025Q1: 94,716 shares; 2025Q2: 81,198 shares 81,198 $3.98M 0.12% -13,518 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,215 shares; 2024Q4: 77,188 shares; 2025Q1: 75,365 shares; 2025Q2: 75,245 shares 75,245 $3.97M 0.12% -120 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,209 shares; 2024Q4: 16,356 shares; 2025Q1: 27,300 shares; 2025Q2: 24,257 shares 24,257 $3.95M 0.12% -3,043 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,678 shares; 2024Q4: 14,600 shares; 2025Q1: 19,306 shares; 2025Q2: 18,786 shares 18,786 $3.94M 0.12% -520 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,599 shares; 2024Q4: 17,514 shares; 2025Q1: 15,419 shares; 2025Q2: 15,754 shares 15,754 $3.67M 0.11% +335 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,043 shares; 2024Q4: 112,573 shares; 2025Q1: 108,737 shares; 2025Q2: 108,424 shares 108,424 $3.63M 0.11% -313 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,483 shares; 2024Q4: 5,969 shares; 2025Q1: 5,836 shares; 2025Q2: 6,449 shares 6,449 $3.56M 0.11% +613 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,417 shares; 2024Q4: 5,006 shares; 2025Q1: 5,006 shares; 2025Q2: 5,620 shares 5,620 $3.49M 0.11% +614 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,031 shares; 2024Q4: 17,854 shares; 2025Q1: 17,286 shares; 2025Q2: 18,479 shares 18,479 $3.44M 0.11% +1,193 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 770 shares; 2025Q1: 1,107 shares; 2025Q2: 1,317 shares 1,317 $3.44M 0.11% +210 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,464 shares; 2024Q4: 17,939 shares; 2025Q1: 16,483 shares; 2025Q2: 17,408 shares 17,408 $3.4M 0.1% +925 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,215 shares; 2024Q4: 163,140 shares; 2025Q1: 145,458 shares; 2025Q2: 122,670 shares 122,670 $3.25M 0.1% -22,788 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,466 shares; 2024Q4: 98,620 shares; 2025Q1: 99,777 shares; 2025Q2: 111,721 shares 111,721 $3.23M 0.1% +11,944 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,512 shares; 2024Q4: 47,065 shares; 2025Q1: 40,250 shares; 2025Q2: 35,753 shares 35,753 $3.21M 0.1% -4,497 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,485 shares; 2024Q4: 7,467 shares; 2025Q1: 6,967 shares; 2025Q2: 8,279 shares 8,279 $3.13M 0.1% +1,312 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,074 shares; 2024Q4: 16,354 shares; 2025Q1: 15,601 shares; 2025Q2: 15,703 shares 15,703 $3.1M 0.1% +102 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,410 shares; 2024Q4: 5,407 shares; 2025Q1: 5,638 shares; 2025Q2: 5,858 shares 5,858 $3.09M 0.09% +220 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,691 shares; 2024Q4: 5,998 shares; 2025Q1: 5,763 shares; 2025Q2: 6,002 shares 6,002 $3.05M 0.09% +239 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,591 shares; 2024Q4: 211,468 shares; 2025Q1: 151,520 shares; 2025Q2: 132,294 shares 132,294 $2.96M 0.09% -19,226 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,149 shares; 2024Q4: 113,261 shares; 2025Q1: 106,790 shares; 2025Q2: 87,554 shares 87,554 $2.96M 0.09% -19,236 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,621 shares; 2024Q4: 21,899 shares; 2025Q1: 18,000 shares; 2025Q2: 12,887 shares 12,887 $2.93M 0.09% -5,113 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,251 shares; 2024Q4: 40,518 shares; 2025Q1: 39,386 shares; 2025Q2: 41,154 shares 41,154 $2.9M 0.09% +1,768 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,692 shares; 2024Q4: 6,122 shares; 2025Q1: 5,932 shares; 2025Q2: 6,040 shares 6,040 $2.83M 0.09% +108 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 2,771 shares; 2025Q1: 5,770 shares; 2025Q2: 8,688 shares 8,688 $2.8M 0.09% +2,918 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,201 shares; 2024Q4: 8,211 shares; 2025Q1: 26,818 shares; 2025Q2: 44,968 shares 44,968 $2.79M 0.09% +18,150 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,625 shares; 2024Q4: 17,120 shares; 2025Q1: 35,831 shares; 2025Q2: 42,236 shares 42,236 $2.69M 0.08% +6,405 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 4,922 shares; 2025Q1: 4,702 shares; 2025Q2: 4,865 shares 4,865 $2.55M 0.08% +163 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,212 shares; 2024Q4: 42,212 shares; 2025Q1: 41,104 shares; 2025Q2: 40,797 shares 40,797 $2.5M 0.08% -307 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,307 shares; 2024Q4: 36,405 shares; 2025Q1: 39,869 shares; 2025Q2: 42,529 shares 42,529 $2.49M 0.08% +2,660 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,473 shares; 2025Q2: 17,854 shares 17,854 $2.38M 0.07% +7,381 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,193 shares; 2024Q4: 5,508 shares; 2025Q1: 5,422 shares; 2025Q2: 5,292 shares 5,292 $2.37M 0.07% -130 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,020 shares; 2024Q4: 43,453 shares; 2025Q1: 42,808 shares; 2025Q2: 41,035 shares 41,035 $2.36M 0.07% -1,773 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,022 shares; 2024Q4: 14,623 shares; 2025Q1: 13,522 shares; 2025Q2: 11,307 shares 11,307 $2.35M 0.07% -2,215 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,194 shares; 2024Q4: 3,226 shares; 2025Q1: 3,802 shares; 2025Q2: 3,067 shares 3,067 $2.31M 0.07% -735 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,912 shares; 2024Q4: 8,898 shares; 2025Q1: 8,889 shares; 2025Q2: 8,889 shares 8,889 $2.28M 0.07% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,993 shares; 2024Q4: 15,568 shares; 2025Q1: 17,026 shares; 2025Q2: 32,790 shares 32,790 $2.26M 0.07% +15,764 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,794 shares; 2024Q4: 31,947 shares; 2025Q1: 31,733 shares; 2025Q2: 35,507 shares 35,507 $2.23M 0.07% +3,774 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,226 shares; 2024Q4: 7,132 shares; 2025Q1: 7,132 shares; 2025Q2: 8,458 shares 8,458 $2.19M 0.07% +1,326 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 3,995 shares; 2025Q1: 3,977 shares; 2025Q2: 5,029 shares 5,029 $2.14M 0.07% +1,052 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,721 shares; 2024Q4: 5,006 shares; 2025Q1: 5,725 shares; 2025Q2: 5,932 shares 5,932 $2.12M 0.07% +207 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,743 shares; 2024Q4: 10,793 shares; 2025Q1: 11,172 shares; 2025Q2: 11,539 shares 11,539 $2.04M 0.06% +367 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,907 shares; 2024Q4: 12,067 shares; 2025Q1: 13,344 shares; 2025Q2: 14,259 shares 14,259 $2.01M 0.06% +915 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,525 shares; 2024Q4: 17,393 shares; 2025Q1: 16,648 shares; 2025Q2: 15,139 shares 15,139 $1.95M 0.06% -1,509 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,672 shares; 2024Q4: 8,672 shares; 2025Q1: 8,672 shares; 2025Q2: 10,033 shares 10,033 $1.95M 0.06% +1,361 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,125 shares; 2024Q4: 17,822 shares; 2025Q1: 16,769 shares; 2025Q2: 17,475 shares 17,475 $1.94M 0.06% +706 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,543 shares; 2024Q4: 24,950 shares; 2025Q1: 26,217 shares; 2025Q2: 25,067 shares 25,067 $1.9M 0.06% -1,150 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,433 shares; 2024Q4: 24,418 shares; 2025Q1: 24,855 shares; 2025Q2: 21,090 shares 21,090 $1.89M 0.06% -3,765 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,288 shares; 2024Q4: 115,203 shares; 2025Q1: 90,465 shares; 2025Q2: 71,056 shares 71,056 $1.83M 0.06% -19,409 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,330 shares; 2024Q4: 17,211 shares; 2025Q1: 21,180 shares; 2025Q2: 22,476 shares 22,476 $1.8M 0.06% +1,296 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,104 shares; 2024Q4: 5,341 shares; 2025Q1: 5,605 shares; 2025Q2: 7,677 shares 7,677 $1.76M 0.05% +2,072 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,779 shares; 2024Q4: 24,674 shares; 2025Q1: 23,912 shares; 2025Q2: 23,790 shares 23,790 $1.74M 0.05% -122 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,733 shares; 2024Q4: 45,396 shares; 2025Q1: 29,119 shares; 2025Q2: 24,888 shares 24,888 $1.72M 0.05% -4,231 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,007 shares; 2024Q4: 11,852 shares; 2025Q1: 9,597 shares; 2025Q2: 9,599 shares 9,599 $1.67M 0.05% +2 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,920 shares; 2024Q4: 42,109 shares; 2025Q1: 46,747 shares; 2025Q2: 54,956 shares 54,956 $1.64M 0.05% +8,209 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,189 shares; 2024Q4: 69,557 shares; 2025Q1: 68,376 shares; 2025Q2: 67,470 shares 67,470 $1.64M 0.05% -906 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,544 shares; 2024Q4: 8,762 shares; 2025Q1: 7,931 shares; 2025Q2: 8,753 shares 8,753 $1.6M 0.05% +822 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,432 shares; 2025Q1: 13,591 shares; 2025Q2: 35,487 shares 35,487 $1.54M 0.05% +21,896 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 5,213 shares; 2025Q1: 5,190 shares; 2025Q2: 5,470 shares 5,470 $1.53M 0.05% +280 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,642 shares; 2024Q4: 10,972 shares; 2025Q1: 10,499 shares; 2025Q2: 10,093 shares 10,093 $1.53M 0.05% -406 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,392 shares; 2024Q4: 26,963 shares; 2025Q1: 26,191 shares; 2025Q2: 20,538 shares 20,538 $1.48M 0.05% -5,653 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,802 shares; 2024Q4: 9,802 shares; 2025Q1: 9,615 shares; 2025Q2: 9,615 shares 9,615 $1.47M 0.05% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 3 shares; 2025Q2: 2 shares 2 $1.46M 0.04% -1 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,016 shares; 2024Q4: 11,926 shares; 2025Q1: 11,900 shares; 2025Q2: 10,729 shares 10,729 $1.46M 0.04% -1,171 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,123 shares; 2024Q4: 18,548 shares; 2025Q1: 18,703 shares; 2025Q2: 17,930 shares 17,930 $1.45M 0.04% -773 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,831 shares; 2024Q4: 46,518 shares; 2025Q1: 44,241 shares; 2025Q2: 44,241 shares 44,241 $1.44M 0.04% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,826 shares; 2024Q4: 9,826 shares; 2025Q1: 9,117 shares; 2025Q2: 9,342 shares 9,342 $1.44M 0.04% +225 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,250 shares; 2024Q4: 23,300 shares; 2025Q1: 23,341 shares; 2025Q2: 25,285 shares 25,285 $1.42M 0.04% +1,944 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,472 shares; 2024Q4: 15,966 shares; 2025Q1: 15,118 shares; 2025Q2: 15,218 shares 15,218 $1.39M 0.04% +100 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,245 shares; 2024Q4: 11,840 shares; 2025Q1: 10,901 shares; 2025Q2: 11,431 shares 11,431 $1.38M 0.04% +530 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,593 shares; 2024Q4: 38,593 shares; 2025Q1: 38,593 shares; 2025Q2: 38,593 shares 38,593 $1.38M 0.04% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,319 shares; 2024Q4: 19,538 shares; 2025Q1: 19,597 shares; 2025Q2: 19,597 shares 19,597 $1.33M 0.04% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,602 shares; 2024Q4: 6,911 shares; 2025Q1: 6,195 shares; 2025Q2: 5,772 shares 5,772 $1.33M 0.04% -423 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,454 shares; 2024Q4: 14,176 shares; 2025Q1: 15,967 shares; 2025Q2: 15,356 shares 15,356 $1.31M 0.04% -611 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,867 shares; 2024Q4: 15,114 shares; 2025Q1: 12,264 shares; 2025Q2: 12,264 shares 12,264 $1.29M 0.04% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,128 shares; 2024Q4: 19,605 shares; 2025Q1: 18,041 shares; 2025Q2: 18,475 shares 18,475 $1.29M 0.04% +434 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,320 shares; 2024Q4: 33,748 shares; 2025Q1: 33,188 shares; 2025Q2: 27,141 shares 27,141 $1.26M 0.04% -6,047 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,562 shares; 2025Q2: 9,090 shares 9,090 $1.24M 0.04% +3,528 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,304 shares; 2024Q4: 17,304 shares; 2025Q1: 17,304 shares; 2025Q2: 19,719 shares 19,719 $1.23M 0.04% +2,415 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,848 shares; 2024Q4: 17,951 shares; 2025Q1: 20,903 shares; 2025Q2: 21,628 shares 21,628 $1.22M 0.04% +725 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 2,112 shares; 2025Q1: 2,110 shares; 2025Q2: 2,133 shares 2,133 $1.21M 0.04% +23 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,460 shares; 2024Q4: 6,707 shares; 2025Q1: 6,581 shares; 2025Q2: 5,581 shares 5,581 $1.2M 0.04% -1,000 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,826 shares; 2024Q4: 2,889 shares; 2025Q1: 2,657 shares; 2025Q2: 2,219 shares 2,219 $1.18M 0.04% -438 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,896 shares; 2024Q4: 7,005 shares; 2025Q1: 6,905 shares; 2025Q2: 10,669 shares 10,669 $1.17M 0.04% +3,764 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 930 shares; 2025Q1: 1,880 shares; 2025Q2: 2,148 shares 2,148 $1.17M 0.04% +268 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,121 shares; 2024Q4: 13,821 shares; 2025Q1: 14,821 shares; 2025Q2: 10,071 shares 10,071 $1.14M 0.04% -4,750 Timeline PGX 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,515 shares; 2024Q4: 199,155 shares; 2025Q1: 191,025 shares; 2025Q2: 102,385 shares 102,385 $1.14M 0.04% -88,640 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,274 shares; 2024Q4: 5,693 shares; 2025Q1: 5,346 shares; 2025Q2: 5,041 shares 5,041 $1.13M 0.03% -305 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,782 shares; 2024Q4: 8,708 shares; 2025Q1: 7,728 shares; 2025Q2: 6,513 shares 6,513 $1.12M 0.03% -1,215 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,574 shares; 2024Q4: 20,016 shares; 2025Q1: 16,796 shares; 2025Q2: 12,398 shares 12,398 $1.1M 0.03% -4,398 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,953 shares; 2025Q2: 10,199 shares 10,199 $1.1M 0.03% +6,246 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,057 shares; 2024Q4: 8,022 shares; 2025Q1: 7,304 shares; 2025Q2: 6,208 shares 6,208 $1.07M 0.03% -1,096 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,919 shares; 2024Q4: 9,069 shares; 2025Q1: 8,578 shares; 2025Q2: 8,590 shares 8,590 $1.04M 0.03% +12 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,926 shares; 2025Q1: 3,722 shares; 2025Q2: 3,667 shares 3,667 $1.03M 0.03% -55 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,176 shares; 2024Q4: 18,068 shares; 2025Q1: 16,749 shares; 2025Q2: 14,985 shares 14,985 $1.03M 0.03% -1,764 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,869 shares; 2024Q4: 6,839 shares; 2025Q1: 5,889 shares; 2025Q2: 8,497 shares 8,497 $1.01M 0.03% +2,608 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,084 shares; 2024Q4: 11,469 shares; 2025Q1: 10,163 shares; 2025Q2: 10,163 shares 10,163 $1.01M 0.03% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 4,661 shares; 2025Q1: 3,578 shares; 2025Q2: 10,948 shares 10,948 $999K 0.03% +7,370 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,077 shares; 2024Q4: 2,077 shares; 2025Q1: 2,077 shares; 2025Q2: 2,218 shares 2,218 $977K 0.03% +141 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,050 shares; 2024Q4: 14,729 shares; 2025Q1: 13,024 shares; 2025Q2: 12,245 shares 12,245 $977K 0.03% -779 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,483 shares; 2024Q4: 5,353 shares; 2025Q1: 4,846 shares; 2025Q2: 4,846 shares 4,846 $976K 0.03% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,288 shares; 2024Q4: 12,689 shares; 2025Q1: 12,561 shares; 2025Q2: 12,636 shares 12,636 $942K 0.03% +75 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,194 shares; 2024Q4: 14,844 shares; 2025Q1: 14,810 shares; 2025Q2: 14,843 shares 14,843 $937K 0.03% +33 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,397 shares; 2024Q4: 18,068 shares; 2025Q1: 19,824 shares; 2025Q2: 17,746 shares 17,746 $919K 0.03% -2,078 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,628 shares; 2024Q4: 6,485 shares; 2025Q1: 6,910 shares; 2025Q2: 6,527 shares 6,527 $908K 0.03% -383 Timeline VUSB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,127 shares; 2025Q2: 17,870 shares 17,870 $891K 0.03% +11,743 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,363 shares; 2024Q4: 4,539 shares; 2025Q1: 10,075 shares; 2025Q2: 12,230 shares 12,230 $877K 0.03% +2,155 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares 30,000 $877K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,680 shares; 2024Q4: 10,380 shares; 2025Q1: 10,550 shares; 2025Q2: 10,082 shares 10,082 $855K 0.03% -468 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,262 shares; 2025Q1: 22,792 shares; 2025Q2: 20,202 shares 20,202 $849K 0.03% -2,590 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,266 shares; 2024Q4: 36,625 shares; 2025Q1: 9,221 shares; 2025Q2: 8,393 shares 8,393 $846K 0.03% -828 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares 3,700 $825K 0.03% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,179 shares; 2024Q4: 11,410 shares; 2025Q1: 10,060 shares; 2025Q2: 10,040 shares 10,040 $817K 0.03% -20 Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,600 shares; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares 12,600 $813K 0.03% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,626 shares 2,626 $809K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,676 shares; 2025Q1: 2,476 shares; 2025Q2: 2,501 shares 2,501 $801K 0.02% +25 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,683 shares; 2024Q4: 22,449 shares; 2025Q1: 30,199 shares; 2025Q2: 30,199 shares 30,199 $800K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,824 shares; 2024Q4: 6,891 shares; 2025Q1: 5,351 shares; 2025Q2: 5,146 shares 5,146 $783K 0.02% -205 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,522 shares; 2024Q4: 2,646 shares; 2025Q1: 2,811 shares; 2025Q2: 2,817 shares 2,817 $759K 0.02% +6 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,465 shares; 2024Q4: 5,581 shares; 2025Q1: 5,581 shares; 2025Q2: 5,581 shares 5,581 $750K 0.02% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,958 shares 2,958 $729K 0.02% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,041 shares; 2024Q4: 36,406 shares; 2025Q1: 34,912 shares; 2025Q2: 34,303 shares 34,303 $718K 0.02% -609 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,270 shares; 2024Q4: 9,470 shares; 2025Q1: 11,470 shares; 2025Q2: 18,660 shares 18,660 $713K 0.02% +7,190 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,675 shares 11,675 $681K 0.02% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,350 shares; 2024Q4: 7,341 shares; 2025Q1: 8,031 shares; 2025Q2: 5,247 shares 5,247 $676K 0.02% -2,784 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,509 shares; 2024Q4: 4,509 shares; 2025Q1: 4,932 shares; 2025Q2: 4,932 shares 4,932 $666K 0.02% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: 1,935 shares; 2025Q1: 1,565 shares; 2025Q2: 1,619 shares 1,619 $656K 0.02% +54 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,723 shares 4,723 $649K 0.02% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,126 shares; 2025Q1: 10,626 shares; 2025Q2: 12,906 shares 12,906 $638K 0.02% +2,280 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,251 shares; 2024Q4: 4,419 shares; 2025Q1: 3,904 shares; 2025Q2: 3,512 shares 3,512 $627K 0.02% -392 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,706 shares; 2024Q4: 5,523 shares; 2025Q1: 5,173 shares; 2025Q2: 5,920 shares 5,920 $614K 0.02% +747 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,710 shares; 2024Q4: 3,910 shares; 2025Q1: 4,610 shares; 2025Q2: 4,610 shares 4,610 $612K 0.02% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,985 shares; 2025Q1: 13,985 shares; 2025Q2: 13,985 shares 13,985 $607K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,468 shares; 2024Q4: 14,868 shares; 2025Q1: 13,369 shares; 2025Q2: 13,369 shares 13,369 $605K 0.02% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,984 shares; 2024Q4: 6,869 shares; 2025Q1: 6,869 shares; 2025Q2: 6,520 shares 6,520 $600K 0.02% -349 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,168 shares; 2025Q1: 1,168 shares; 2025Q2: 2,455 shares 2,455 $589K 0.02% +1,287 Timeline TDIV 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 6,430 shares; 2025Q1: 6,430 shares; 2025Q2: 6,430 shares 6,430 $580K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,149 shares; 2024Q4: 2,196 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares 2,158 $577K 0.02% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,913 shares; 2025Q2: 1,913 shares 1,913 $574K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,189 shares; 2024Q4: 7,372 shares; 2025Q1: 7,276 shares; 2025Q2: 7,267 shares 7,267 $568K 0.02% -9 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,917 shares; 2024Q4: 8,248 shares; 2025Q1: 6,704 shares; 2025Q2: 6,854 shares 6,854 $559K 0.02% +150 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares 1,037 $556K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 3,769 shares; 2025Q1: 3,699 shares; 2025Q2: 3,717 shares 3,717 $551K 0.02% +18 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,850 shares; 2024Q4: 6,850 shares; 2025Q1: 6,850 shares; 2025Q2: 6,850 shares 6,850 $545K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 7,484 shares; 2025Q1: 7,105 shares; 2025Q2: 7,255 shares 7,255 $537K 0.02% +150 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,604 shares; 2024Q4: 7,604 shares; 2025Q1: 7,021 shares; 2025Q2: 10,228 shares 10,228 $536K 0.02% +3,207 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,624 shares; 2024Q4: 4,902 shares; 2025Q1: 4,633 shares; 2025Q2: 5,079 shares 5,079 $534K 0.02% +446 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,195 shares; 2024Q4: 52,941 shares; 2025Q1: 48,983 shares; 2025Q2: 48,971 shares 48,971 $531K 0.02% -12 Timeline PFM 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,408 shares; 2024Q4: 13,208 shares; 2025Q1: 12,558 shares; 2025Q2: 10,850 shares 10,850 $523K 0.02% -1,708 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,890 shares; 2024Q4: 4,890 shares; 2025Q1: 4,890 shares; 2025Q2: 4,690 shares 4,690 $514K 0.02% -200 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,574 shares; 2024Q4: 4,863 shares; 2025Q1: 4,863 shares; 2025Q2: 4,863 shares 4,863 $511K 0.02% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,557 shares; 2025Q1: 2,097 shares; 2025Q2: 2,134 shares 2,134 $508K 0.02% +37 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 2,361 shares; 2025Q1: 1,991 shares; 2025Q2: 2,253 shares 2,253 $498K 0.02% +262 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares 3,200 $491K 0.02% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,337 shares; 2024Q4: 37,417 shares; 2025Q1: 26,804 shares; 2025Q2: 7,101 shares 7,101 $481K 0.01% -19,703 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,351 shares; 2024Q4: 14,633 shares; 2025Q1: 12,736 shares; 2025Q2: 12,525 shares 12,525 $481K 0.01% -211 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,579 shares; 2025Q1: 1,579 shares; 2025Q2: 1,579 shares 1,579 $481K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,780 shares; 2024Q4: 6,780 shares; 2025Q1: 7,033 shares; 2025Q2: 7,033 shares 7,033 $473K 0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 711 shares 711 $472K 0.01% +196 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 1,097 shares; 2025Q1: 947 shares; 2025Q2: 1,062 shares 1,062 $465K 0.01% +115 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 5,412 shares; 2025Q1: 4,567 shares; 2025Q2: 5,774 shares 5,774 $464K 0.01% +1,207 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares 4,500 $463K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,266 shares; 2025Q1: 1,256 shares; 2025Q2: 1,189 shares 1,189 $462K 0.01% -67 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,652 shares; 2024Q4: 6,613 shares; 2025Q1: 5,703 shares; 2025Q2: 5,703 shares 5,703 $462K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,534 shares; 2025Q1: 977 shares; 2025Q2: 981 shares 981 $460K 0.01% +4 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,892 shares; 2024Q4: 14,892 shares; 2025Q1: 14,892 shares; 2025Q2: 14,893 shares 14,893 $460K 0.01% +1 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,054 shares; 2024Q4: 6,054 shares; 2025Q1: 6,054 shares; 2025Q2: 6,054 shares 6,054 $459K 0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,657 shares; 2024Q4: 7,261 shares; 2025Q1: 7,261 shares; 2025Q2: 7,049 shares 7,049 $454K 0.01% -212 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 4,480 shares; 2025Q1: 4,605 shares; 2025Q2: 4,605 shares 4,605 $444K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,133 shares; 2024Q4: 4,012 shares; 2025Q1: 4,012 shares; 2025Q2: 4,144 shares 4,144 $432K 0.01% +132 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,004 shares; 2024Q4: 19,833 shares; 2025Q1: 17,604 shares; 2025Q2: 17,604 shares 17,604 $431K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 3,170 shares; 2025Q1: 3,170 shares; 2025Q2: 3,100 shares 3,100 $430K 0.01% -70 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,212 shares; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 1,746 shares 1,746 $427K 0.01% +1 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,902 shares; 2024Q4: 3,519 shares; 2025Q1: 3,535 shares; 2025Q2: 3,343 shares 3,343 $426K 0.01% -192 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,745 shares; 2024Q4: 15,745 shares; 2025Q1: 15,581 shares; 2025Q2: 13,673 shares 13,673 $424K 0.01% -1,908 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,167 shares; 2024Q4: 4,255 shares; 2025Q1: 3,315 shares; 2025Q2: 2,685 shares 2,685 $423K 0.01% -630 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,531 shares; 2025Q1: 1,531 shares; 2025Q2: 1,548 shares 1,548 $423K 0.01% +17 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,427 shares; 2024Q4: 31,708 shares; 2025Q1: 14,216 shares; 2025Q2: 14,216 shares 14,216 $415K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,869 shares; 2025Q1: 1,569 shares; 2025Q2: 1,634 shares 1,634 $414K 0.01% +65 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares 4,300 $413K 0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,990 shares; 2024Q4: 4,990 shares; 2025Q1: 4,990 shares; 2025Q2: 4,990 shares 4,990 $410K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,587 shares; 2024Q4: 3,429 shares; 2025Q1: 3,429 shares; 2025Q2: 3,429 shares 3,429 $408K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 3,126 shares; 2025Q1: 2,817 shares; 2025Q2: 3,793 shares 3,793 $408K 0.01% +976 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 7,600 shares 7,600 $405K 0.01% +1,400 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: 3,439 shares; 2025Q1: 3,124 shares; 2025Q2: 3,124 shares 3,124 $396K 0.01% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,483 shares; 2024Q4: 13,483 shares; 2025Q1: 13,483 shares; 2025Q2: 13,483 shares 13,483 $396K 0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,202 shares 2,202 $396K 0.01% new Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares 7,000 $395K 0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares 8,000 $391K 0.01% 0 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares 5,000 $375K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,341 shares 1,341 $371K 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares 1,200 $368K 0.01% 0 Timeline KBWB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,220 shares; 2024Q4: 8,120 shares; 2025Q1: 5,120 shares; 2025Q2: 5,120 shares 5,120 $367K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 718 shares 718 $366K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,762 shares; 2024Q4: 43,964 shares; 2025Q1: 43,964 shares; 2025Q2: 43,964 shares 43,964 $365K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,452 shares; 2025Q1: 8,802 shares; 2025Q2: 8,776 shares 8,776 $361K 0.01% -26 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,370 shares; 2025Q2: 8,355 shares 8,355 $358K 0.01% +985 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,782 shares; 2025Q1: 1,520 shares; 2025Q2: 1,370 shares 1,370 $344K 0.01% -150 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,837 shares 1,837 $342K 0.01% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 3,282 shares; 2025Q1: 3,282 shares; 2025Q2: 3,282 shares 3,282 $341K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,875 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares 1,875 $341K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,725 shares; 2024Q4: 21,725 shares; 2025Q1: 18,725 shares; 2025Q2: 18,725 shares 18,725 $339K 0.01% 0 Timeline VGK 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,330 shares 4,330 $336K 0.01% new Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,400 shares; 2024Q4: 11,400 shares; 2025Q1: 11,400 shares; 2025Q2: 10,250 shares 10,250 $335K 0.01% -1,150 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,579 shares; 2024Q4: 5,311 shares; 2025Q1: 4,691 shares; 2025Q2: 4,733 shares 4,733 $333K 0.01% +42 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,444 shares; 2024Q4: 3,389 shares; 2025Q1: 3,314 shares; 2025Q2: 3,314 shares 3,314 $333K 0.01% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 1,315 shares; 2025Q1: 1,315 shares; 2025Q2: 1,290 shares 1,290 $330K 0.01% -25 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 4,368 shares; 2025Q1: 4,368 shares; 2025Q2: 4,368 shares 4,368 $330K 0.01% 0 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,700 shares; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 6,700 shares 6,700 $327K 0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,546 shares; 2024Q4: 4,546 shares; 2025Q1: 6,341 shares; 2025Q2: 6,046 shares 6,046 $316K 0.01% -295 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 2,268 shares; 2025Q1: 2,268 shares; 2025Q2: 2,390 shares 2,390 $316K 0.01% +122 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,358 shares 5,358 $315K 0.01% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,076 shares; 2025Q2: 3,076 shares 3,076 $309K 0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,031 shares; 2024Q4: 8,031 shares; 2025Q1: 8,031 shares; 2025Q2: 8,031 shares 8,031 $309K 0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,093 shares; 2024Q4: 5,978 shares; 2025Q1: 5,978 shares; 2025Q2: 5,978 shares 5,978 $308K 0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 10,000 shares 10,000 $308K 0.01% -5,000 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,424 shares; 2025Q2: 5,024 shares 5,024 $305K 0.01% +600 Timeline ADCT ADC THERAPEUTICS SA More: the full row for ADC THERAPEUTICS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,000 shares; 2024Q4: 113,000 shares; 2025Q1: 113,000 shares; 2025Q2: 113,000 shares 113,000 $303K 0.01% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 923 shares; 2024Q4: 923 shares; 2025Q1: 923 shares; 2025Q2: 923 shares 923 $303K 0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares 750 $297K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,474 shares; 2025Q1: 1,343 shares; 2025Q2: 1,343 shares 1,343 $293K 0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 399 shares 399 $292K 0.01% +16 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 2,666 shares; 2025Q1: 2,130 shares; 2025Q2: 2,130 shares 2,130 $280K 0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,335 shares; 2024Q4: 9,258 shares; 2025Q1: 9,031 shares; 2025Q2: 8,753 shares 8,753 $280K 0.01% -278 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,300 shares; 2024Q4: 17,300 shares; 2025Q1: 17,300 shares; 2025Q2: 17,300 shares 17,300 $278K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533 shares; 2024Q4: 643 shares; 2025Q1: 659 shares; 2025Q2: 617 shares 617 $275K 0.01% -42 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 309 shares; 2025Q1: 255 shares; 2025Q2: 255 shares 255 $265K 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,059 shares; 2025Q2: 1,088 shares 1,088 $264K 0.01% +29 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares 5,000 $264K 0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares 12,000 $264K 0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 1,024 shares; 2025Q1: 897 shares; 2025Q2: 897 shares 897 $263K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 3,492 shares; 2025Q1: 2,637 shares; 2025Q2: 2,198 shares 2,198 $263K 0.01% -439 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,671 shares; 2024Q4: not reported; 2025Q1: 4,406 shares; 2025Q2: 4,492 shares 4,492 $262K 0.01% +86 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,710 shares; 2024Q4: 6,255 shares; 2025Q1: 5,822 shares; 2025Q2: 5,030 shares 5,030 $260K 0.01% -792 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares 6,900 $258K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 907 shares; 2025Q1: 900 shares; 2025Q2: 900 shares 900 $257K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,122 shares; 2024Q4: 3,131 shares; 2025Q1: 2,724 shares; 2025Q2: 2,526 shares 2,526 $255K 0.01% -198 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,499 shares; 2024Q4: 2,325 shares; 2025Q1: 2,093 shares; 2025Q2: 1,936 shares 1,936 $254K 0.01% -157 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 744 shares; 2025Q1: 744 shares; 2025Q2: 735 shares 735 $252K 0.01% -9 Timeline PHO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares 3,600 $252K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 1,565 shares; 2025Q1: 1,456 shares; 2025Q2: 1,456 shares 1,456 $251K 0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,214 shares; 2024Q4: 2,785 shares; 2025Q1: 2,484 shares; 2025Q2: 2,397 shares 2,397 $246K 0.01% -87 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,458 shares; 2025Q1: 1,491 shares; 2025Q2: 1,483 shares 1,483 $246K 0.01% -8 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 996 shares 996 $246K 0.01% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,000 shares; 2025Q1: 10,230 shares; 2025Q2: 10,230 shares 10,230 $244K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,998 shares; 2024Q4: 9,871 shares; 2025Q1: 7,664 shares; 2025Q2: 4,172 shares 4,172 $241K 0.01% -3,492 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 486 shares; 2025Q1: 481 shares; 2025Q2: 481 shares 481 $241K 0.01% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares 3,000 $240K 0.01% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: 500 shares 500 $238K 0.01% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares 675 $237K 0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,218 shares; 2025Q2: 2,151 shares 2,151 $236K 0.01% -67 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,936 shares 3,936 $220K 0.01% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,571 shares; 2024Q4: 2,571 shares; 2025Q1: 2,571 shares; 2025Q2: 1,715 shares 1,715 $212K 0.01% -856 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,099 shares; 2024Q4: 6,636 shares; 2025Q1: 5,832 shares; 2025Q2: 5,255 shares 5,255 $212K 0.01% -577 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 2,287 shares; 2025Q1: 2,017 shares; 2025Q2: 1,850 shares 1,850 $210K 0.01% -167 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares 4,100 $208K 0.01% 0 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,536 shares; 2024Q4: 4,107 shares; 2025Q1: 3,793 shares; 2025Q2: 3,343 shares 3,343 $205K 0.01% -450 BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,127 shares; 2024Q4: 11,468 shares; 2025Q1: 11,468 shares; 2025Q2: 11,468 shares 11,468 $176K 0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,681 shares; 2024Q4: 11,681 shares; 2025Q1: 11,681 shares; 2025Q2: 11,681 shares 11,681 $160K <0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,932 shares; 2024Q4: 26,110 shares; 2025Q1: 25,997 shares; 2025Q2: 25,997 shares 25,997 $110K <0.01% 0 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,875 shares; 2024Q4: 13,875 shares; 2025Q1: 13,875 shares; 2025Q2: 13,875 shares 13,875 $72.6K <0.01% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,604 shares; 2024Q4: 10,604 shares; 2025Q1: 10,604 shares; 2025Q2: 10,604 shares 10,604 $59K <0.01% 0 Timeline