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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,467 shares; 2024Q4: 212,840 shares; 2025Q1: 227,991 shares; 2025Q2: 228,311 shares; 2025Q3: 226,961 shares 226,961 $16.5M 6.33% -1,350 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,835 shares; 2024Q4: 228,541 shares; 2025Q1: 228,603 shares; 2025Q2: 234,109 shares; 2025Q3: 253,954 shares 253,954 $9.23M 3.54% +19,845 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,227 shares; 2024Q4: 77,124 shares; 2025Q1: 78,724 shares; 2025Q2: 76,274 shares; 2025Q3: 90,263 shares 90,263 $7.12M 2.73% +13,989 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,355 shares; 2024Q4: 129,180 shares; 2025Q1: 131,205 shares; 2025Q2: 140,538 shares; 2025Q3: 126,488 shares 126,488 $6.42M 2.46% -14,050 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,207 shares; 2024Q4: 11,913 shares; 2025Q1: 11,789 shares; 2025Q2: 11,669 shares; 2025Q3: 11,950 shares 11,950 $6.19M 2.37% +281 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,441 shares; 2024Q4: 93,424 shares; 2025Q1: 66,173 shares; 2025Q2: 64,883 shares; 2025Q3: 65,043 shares 65,043 $5.97M 2.29% +160 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,746 shares; 2024Q4: 17,803 shares; 2025Q1: 17,943 shares; 2025Q2: 17,907 shares; 2025Q3: 18,011 shares 18,011 $5.68M 2.18% +104 Timeline JMST 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,900 shares; 2024Q4: 31,300 shares; 2025Q1: 90,700 shares; 2025Q2: 101,200 shares; 2025Q3: 111,200 shares 111,200 $5.68M 2.17% +10,000 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 49,700 shares; 2025Q3: 52,600 shares 52,600 $5.6M 2.15% +2,900 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,822 shares; 2024Q4: 31,407 shares; 2025Q1: 31,407 shares; 2025Q2: 31,407 shares; 2025Q3: 31,402 shares 31,402 $5.48M 2.1% -5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,645 shares; 2024Q4: 60,748 shares; 2025Q1: 61,557 shares; 2025Q2: 67,300 shares; 2025Q3: 75,475 shares 75,475 $5.17M 1.98% +8,175 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,000 shares; 2025Q3: 99,200 shares 99,200 $4.76M 1.82% +9,200 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,873 shares; 2024Q4: 61,197 shares; 2025Q1: 61,047 shares; 2025Q2: 67,147 shares; 2025Q3: 66,642 shares 66,642 $4.35M 1.67% -505 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,877 shares; 2024Q4: 62,047 shares; 2025Q1: 62,149 shares; 2025Q2: 62,616 shares; 2025Q3: 63,235 shares 63,235 $4.33M 1.66% +619 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,907 shares; 2024Q4: 11,938 shares; 2025Q1: 12,859 shares; 2025Q2: 14,192 shares; 2025Q3: 13,172 shares 13,172 $4.32M 1.66% -1,020 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,236 shares; 2024Q4: 2,804 shares; 2025Q1: 2,754 shares; 2025Q2: 5,019 shares; 2025Q3: 6,457 shares 6,457 $4.32M 1.66% +1,438 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,638 shares; 2024Q4: 23,566 shares; 2025Q1: 23,298 shares; 2025Q2: 29,671 shares; 2025Q3: 29,581 shares 29,581 $4.17M 1.6% -90 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,168 shares; 2024Q4: 6,168 shares; 2025Q1: 6,168 shares; 2025Q2: 6,168 shares; 2025Q3: 6,229 shares 6,229 $4.15M 1.59% +61 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,346 shares; 2024Q4: 19,190 shares; 2025Q1: 19,256 shares; 2025Q2: 19,236 shares; 2025Q3: 19,126 shares 19,126 $4.13M 1.58% -110 Timeline EQWL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,352 shares; 2025Q3: 33,427 shares 33,427 $3.83M 1.47% +29,075 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,106 shares; 2024Q4: 13,153 shares; 2025Q1: 13,187 shares; 2025Q2: 13,180 shares; 2025Q3: 13,297 shares 13,297 $3.75M 1.44% +117 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,558 shares; 2024Q4: 13,265 shares; 2025Q1: 12,885 shares; 2025Q2: 12,606 shares; 2025Q3: 13,293 shares 13,293 $3.38M 1.3% +687 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,765 shares; 2024Q4: 12,558 shares; 2025Q1: 12,305 shares; 2025Q2: 12,611 shares; 2025Q3: 13,865 shares 13,865 $3.37M 1.29% +1,254 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,964 shares; 2024Q4: 15,964 shares; 2025Q1: 15,924 shares; 2025Q2: 15,924 shares; 2025Q3: 15,924 shares 15,924 $3.32M 1.27% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,598 shares; 2024Q4: 71,978 shares; 2025Q1: 71,978 shares; 2025Q2: 42,997 shares; 2025Q3: 40,271 shares 40,271 $3.22M 1.23% -2,726 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,828 shares; 2024Q4: 27,061 shares; 2025Q1: 27,137 shares; 2025Q2: 26,957 shares; 2025Q3: 27,558 shares 27,558 $3.11M 1.19% +601 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,542 shares; 2024Q4: 5,542 shares; 2025Q1: 5,542 shares; 2025Q2: 35,507 shares; 2025Q3: 35,507 shares 35,507 $2.99M 1.14% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,825 shares; 2024Q4: 17,467 shares; 2025Q1: 19,277 shares; 2025Q2: 13,982 shares; 2025Q3: 13,982 shares 13,982 $2.61M 1% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,953 shares; 2024Q4: 51,993 shares; 2025Q1: 51,093 shares; 2025Q2: 37,298 shares; 2025Q3: 37,693 shares 37,693 $2.57M 0.98% +395 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,805 shares; 2024Q4: 15,810 shares; 2025Q1: 15,825 shares; 2025Q2: 16,017 shares; 2025Q3: 16,230 shares 16,230 $2.55M 0.98% +213 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,020 shares; 2024Q4: 10,020 shares; 2025Q1: 9,580 shares; 2025Q2: 9,520 shares; 2025Q3: 7,610 shares 7,610 $2.51M 0.96% -1,910 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,394 shares; 2024Q4: 11,194 shares; 2025Q1: 11,194 shares; 2025Q2: 10,894 shares; 2025Q3: 10,694 shares 10,694 $2.48M 0.95% -200 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,055 shares; 2024Q4: 22,081 shares; 2025Q1: 22,111 shares; 2025Q2: 22,409 shares; 2025Q3: 21,909 shares 21,909 $2.45M 0.94% -500 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,649 shares; 2024Q4: 3,080 shares; 2025Q1: 2,953 shares; 2025Q2: 2,869 shares; 2025Q3: 2,629 shares 2,629 $2.43M 0.93% -240 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,465 shares; 2024Q4: 46,145 shares; 2025Q1: 45,975 shares; 2025Q2: 43,875 shares; 2025Q3: 44,000 shares 44,000 $2.38M 0.91% +125 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,635 shares; 2024Q4: 17,713 shares; 2025Q1: 17,743 shares; 2025Q2: 17,668 shares; 2025Q3: 17,468 shares 17,468 $2.29M 0.88% -200 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,414 shares; 2024Q4: 16,186 shares; 2025Q1: 16,186 shares; 2025Q2: 16,186 shares; 2025Q3: 16,253 shares 16,253 $1.93M 0.74% +67 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 35,775 shares; 2025Q1: 35,775 shares; 2025Q2: 35,775 shares; 2025Q3: 35,775 shares 35,775 $1.91M 0.73% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,073 shares; 2024Q4: 6,092 shares; 2025Q1: 6,117 shares; 2025Q2: 6,370 shares; 2025Q3: 6,717 shares 6,717 $1.9M 0.73% +347 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 2,725 shares; 2025Q1: 2,532 shares; 2025Q2: 2,495 shares; 2025Q3: 2,469 shares 2,469 $1.88M 0.72% -26 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,121 shares; 2024Q4: 9,463 shares; 2025Q1: 9,523 shares; 2025Q2: 9,604 shares; 2025Q3: 9,849 shares 9,849 $1.83M 0.7% +245 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,794 shares; 2024Q4: 10,734 shares; 2025Q1: 10,850 shares; 2025Q2: 11,550 shares; 2025Q3: 11,550 shares 11,550 $1.79M 0.69% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,085 shares; 2024Q4: 36,204 shares; 2025Q1: 35,689 shares; 2025Q2: 38,509 shares; 2025Q3: 39,570 shares 39,570 $1.74M 0.67% +1,061 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 3,594 shares; 2025Q1: 3,634 shares; 2025Q2: 3,841 shares; 2025Q3: 3,883 shares 3,883 $1.32M 0.51% +42 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,734 shares; 2024Q4: 15,041 shares; 2025Q1: 15,041 shares; 2025Q2: 15,041 shares; 2025Q3: 15,041 shares 15,041 $1.31M 0.5% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,096 shares; 2024Q4: 4,149 shares; 2025Q1: 4,174 shares; 2025Q2: 4,472 shares; 2025Q3: 4,622 shares 4,622 $1.3M 0.5% +150 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,350 shares; 2024Q4: 14,350 shares; 2025Q1: 14,350 shares; 2025Q2: 14,350 shares; 2025Q3: 14,350 shares 14,350 $1.28M 0.49% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,729 shares; 2024Q4: 11,587 shares; 2025Q1: 12,337 shares; 2025Q2: 12,337 shares; 2025Q3: 12,587 shares 12,587 $1.26M 0.48% +250 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,300 shares 24,300 $1.17M 0.45% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,933 shares; 2024Q4: 17,500 shares; 2025Q1: 17,500 shares; 2025Q2: 27,031 shares; 2025Q3: 19,414 shares 19,414 $1.17M 0.45% -7,617 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 999 shares; 2025Q3: 999 shares 999 $1.16M 0.45% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,073 shares; 2024Q4: 52,073 shares; 2025Q1: 52,023 shares; 2025Q2: 12,385 shares; 2025Q3: 11,999 shares 11,999 $1.16M 0.44% -386 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,072 shares; 2024Q4: 4,072 shares; 2025Q1: 4,072 shares; 2025Q2: 4,072 shares; 2025Q3: 4,072 shares 4,072 $1.14M 0.44% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,876 shares; 2025Q2: 1,876 shares; 2025Q3: 1,876 shares 1,876 $1.12M 0.43% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 3,633 shares; 2025Q1: 3,633 shares; 2025Q2: 3,633 shares; 2025Q3: 3,633 shares 3,633 $1.1M 0.42% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: 1,964 shares; 2025Q1: 1,969 shares; 2025Q2: 1,888 shares; 2025Q3: 1,938 shares 1,938 $1.1M 0.42% +50 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: 3,905 shares; 2025Q1: 3,905 shares; 2025Q2: 3,905 shares; 2025Q3: 3,905 shares 3,905 $1.1M 0.42% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,880 shares; 2024Q4: 7,963 shares; 2025Q1: 8,016 shares; 2025Q2: 8,530 shares; 2025Q3: 8,777 shares 8,777 $1.04M 0.4% +247 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,115 shares; 2025Q1: 2,115 shares; 2025Q2: 2,115 shares; 2025Q3: 2,115 shares 2,115 $1.02M 0.39% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,276 shares; 2024Q4: 3,702 shares; 2025Q1: 3,714 shares; 2025Q2: 3,928 shares; 2025Q3: 4,034 shares 4,034 $1.01M 0.39% +106 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 1,334 shares; 2025Q1: 1,319 shares; 2025Q2: 1,319 shares; 2025Q3: 1,299 shares 1,299 $1M 0.38% -20 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,714 shares; 2024Q4: 27,714 shares; 2025Q1: 27,714 shares; 2025Q2: 27,714 shares; 2025Q3: 27,714 shares 27,714 $1M 0.38% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares 7,000 $980K 0.38% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,730 shares; 2024Q4: 7,173 shares; 2025Q1: 7,283 shares; 2025Q2: 7,943 shares; 2025Q3: 8,301 shares 8,301 $950K 0.36% +358 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,002 shares; 2024Q4: 4,002 shares; 2025Q1: 4,002 shares; 2025Q2: 4,002 shares; 2025Q3: 4,002 shares 4,002 $945K 0.36% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,745 shares; 2024Q4: 22,645 shares; 2025Q1: 22,690 shares; 2025Q2: 22,560 shares; 2025Q3: 20,549 shares 20,549 $930K 0.36% -2,011 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,194 shares; 2024Q4: 32,194 shares; 2025Q1: 32,744 shares; 2025Q2: 32,744 shares; 2025Q3: 32,744 shares 32,744 $925K 0.35% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,844 shares; 2024Q4: 10,623 shares; 2025Q1: 10,761 shares; 2025Q2: 10,484 shares; 2025Q3: 10,643 shares 10,643 $893K 0.34% +159 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,496 shares; 2024Q4: 2,496 shares; 2025Q1: 2,510 shares; 2025Q2: 2,510 shares; 2025Q3: 2,510 shares 2,510 $892K 0.34% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,623 shares; 2024Q4: 20,075 shares; 2025Q1: 19,965 shares; 2025Q2: 18,963 shares; 2025Q3: 19,783 shares 19,783 $892K 0.34% +820 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: 2,186 shares; 2025Q1: 2,286 shares; 2025Q2: 2,971 shares; 2025Q3: 3,020 shares 3,020 $869K 0.33% +49 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,480 shares; 2024Q4: 6,480 shares; 2025Q1: 6,480 shares; 2025Q2: 6,480 shares; 2025Q3: 6,415 shares 6,415 $869K 0.33% -65 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 2,006 shares; 2025Q1: 1,766 shares; 2025Q2: 1,711 shares; 2025Q3: 1,711 shares 1,711 $860K 0.33% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,820 shares; 2024Q4: 11,820 shares; 2025Q1: 11,820 shares; 2025Q2: 11,820 shares; 2025Q3: 11,820 shares 11,820 $844K 0.32% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,261 shares; 2024Q4: 16,261 shares; 2025Q1: 16,261 shares; 2025Q2: 16,261 shares; 2025Q3: 16,261 shares 16,261 $839K 0.32% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 4,319 shares; 2025Q1: 4,199 shares; 2025Q2: 4,499 shares; 2025Q3: 4,354 shares 4,354 $837K 0.32% -145 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,826 shares; 2024Q4: 5,954 shares; 2025Q1: 5,954 shares; 2025Q2: 5,844 shares; 2025Q3: 5,844 shares 5,844 $821K 0.31% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: 3,343 shares; 2025Q1: 3,353 shares; 2025Q2: 3,554 shares; 2025Q3: 3,317 shares 3,317 $818K 0.31% -237 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,169 shares; 2024Q4: 5,347 shares; 2025Q1: 5,356 shares; 2025Q2: 5,564 shares; 2025Q3: 5,225 shares 5,225 $811K 0.31% -339 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2,140 shares; 2025Q1: 2,040 shares; 2025Q2: 2,040 shares; 2025Q3: 1,590 shares 1,590 $794K 0.3% -450 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,556 shares; 2024Q4: 36,556 shares; 2025Q1: 36,556 shares; 2025Q2: 36,556 shares; 2025Q3: 35,633 shares 35,633 $769K 0.29% -923 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,969 shares; 2024Q4: 4,969 shares; 2025Q1: 4,662 shares; 2025Q2: 4,662 shares; 2025Q3: 4,817 shares 4,817 $740K 0.28% +155 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,274 shares; 2024Q4: 9,274 shares; 2025Q1: 9,074 shares; 2025Q2: 21,686 shares; 2025Q3: 12,208 shares 12,208 $732K 0.28% -9,478 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,376 shares; 2024Q4: 4,827 shares; 2025Q1: 4,877 shares; 2025Q2: 5,053 shares; 2025Q3: 5,269 shares 5,269 $730K 0.28% +216 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,736 shares; 2024Q4: 5,736 shares; 2025Q1: 5,736 shares; 2025Q2: 5,736 shares; 2025Q3: 5,736 shares 5,736 $727K 0.28% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,218 shares; 2024Q4: 8,309 shares; 2025Q1: 8,524 shares; 2025Q2: 8,989 shares; 2025Q3: 9,585 shares 9,585 $723K 0.28% +596 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 2,364 shares; 2025Q1: 2,395 shares; 2025Q2: 2,395 shares; 2025Q3: 2,395 shares 2,395 $720K 0.28% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,119 shares; 2024Q4: 12,715 shares; 2025Q1: 13,115 shares; 2025Q2: 20,102 shares; 2025Q3: 21,145 shares 21,145 $709K 0.27% +1,043 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,855 shares; 2024Q4: 4,855 shares; 2025Q1: 4,855 shares; 2025Q2: 4,855 shares; 2025Q3: 4,755 shares 4,755 $687K 0.26% -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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,349 shares; 2024Q4: 5,349 shares; 2025Q1: 5,349 shares; 2025Q2: 5,349 shares; 2025Q3: 5,349 shares 5,349 $686K 0.26% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,564 shares; 2024Q4: 13,564 shares; 2025Q1: 13,564 shares; 2025Q2: 13,564 shares; 2025Q3: 13,564 shares 13,564 $684K 0.26% 0 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,279 shares; 2024Q4: 19,279 shares; 2025Q1: 19,279 shares; 2025Q2: 19,279 shares; 2025Q3: 19,279 shares 19,279 $684K 0.26% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,586 shares; 2024Q4: 4,586 shares; 2025Q1: 4,586 shares; 2025Q2: 4,586 shares; 2025Q3: 4,586 shares 4,586 $676K 0.26% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,585 shares; 2024Q4: 11,435 shares; 2025Q1: 11,435 shares; 2025Q2: 11,435 shares; 2025Q3: 11,435 shares 11,435 $666K 0.25% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,732 shares; 2024Q4: 2,732 shares; 2025Q1: 2,732 shares; 2025Q2: 2,732 shares; 2025Q3: 2,732 shares 2,732 $661K 0.25% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,887 shares; 2024Q4: 11,368 shares; 2025Q1: 11,468 shares; 2025Q2: 12,028 shares; 2025Q3: 13,027 shares 13,027 $657K 0.25% +999 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,692 shares; 2024Q4: 12,505 shares; 2025Q1: 12,705 shares; 2025Q2: 13,855 shares; 2025Q3: 13,326 shares 13,326 $654K 0.25% -529 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,150 shares; 2024Q4: 25,150 shares; 2025Q1: 25,150 shares; 2025Q2: 25,150 shares; 2025Q3: 25,150 shares 25,150 $650K 0.25% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,693 shares; 2025Q1: 2,718 shares; 2025Q2: 2,718 shares; 2025Q3: 2,718 shares 2,718 $641K 0.25% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,902 shares; 2024Q4: 2,902 shares; 2025Q1: 2,902 shares; 2025Q2: 2,902 shares; 2025Q3: 2,902 shares 2,902 $641K 0.25% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,083 shares; 2024Q4: 4,137 shares; 2025Q1: 3,827 shares; 2025Q2: 3,827 shares; 2025Q3: 3,827 shares 3,827 $640K 0.25% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,510 shares; 2024Q4: 18,510 shares; 2025Q1: 18,510 shares; 2025Q2: 18,510 shares; 2025Q3: 18,510 shares 18,510 $627K 0.24% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,529 shares; 2024Q4: 17,579 shares; 2025Q1: 17,579 shares; 2025Q2: 19,179 shares; 2025Q3: 19,179 shares 19,179 $603K 0.23% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 3,725 shares; 2025Q1: 3,790 shares; 2025Q2: 3,583 shares; 2025Q3: 3,583 shares 3,583 $596K 0.23% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,096 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 1,931 shares; 2025Q3: 1,931 shares 1,931 $590K 0.23% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,647 shares; 2024Q4: 5,647 shares; 2025Q1: 5,647 shares; 2025Q2: 5,647 shares; 2025Q3: 5,647 shares 5,647 $586K 0.22% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,926 shares; 2024Q4: 12,666 shares; 2025Q1: 12,366 shares; 2025Q2: 11,966 shares; 2025Q3: 10,466 shares 10,466 $581K 0.22% -1,500 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,346 shares; 2024Q4: 3,346 shares; 2025Q1: 3,346 shares; 2025Q2: 3,346 shares; 2025Q3: 3,346 shares 3,346 $570K 0.22% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,703 shares; 2024Q4: 5,661 shares; 2025Q1: 5,916 shares; 2025Q2: 7,044 shares; 2025Q3: 7,490 shares 7,490 $567K 0.22% +446 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,054 shares; 2024Q4: 5,054 shares; 2025Q1: 5,129 shares; 2025Q2: 4,999 shares; 2025Q3: 4,999 shares 4,999 $555K 0.21% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,646 shares; 2024Q4: 14,616 shares; 2025Q1: 14,616 shares; 2025Q2: 14,616 shares; 2025Q3: 14,616 shares 14,616 $543K 0.21% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,405 shares; 2024Q4: 14,684 shares; 2025Q1: 14,664 shares; 2025Q2: 17,572 shares; 2025Q3: 19,003 shares 19,003 $539K 0.21% +1,431 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,674 shares; 2024Q4: 4,674 shares; 2025Q1: 4,674 shares; 2025Q2: 4,274 shares; 2025Q3: 4,024 shares 4,024 $539K 0.21% -250 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,828 shares 1,828 $537K 0.21% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,790 shares; 2024Q4: 9,390 shares; 2025Q1: 9,390 shares; 2025Q2: 10,815 shares; 2025Q3: 10,917 shares 10,917 $528K 0.2% +102 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,661 shares; 2024Q4: 4,064 shares; 2025Q1: 4,154 shares; 2025Q2: 4,764 shares; 2025Q3: 5,524 shares 5,524 $526K 0.2% +760 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,767 shares; 2025Q1: not reported; 2025Q2: 4,670 shares; 2025Q3: 6,086 shares 6,086 $508K 0.19% +1,416 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 2,020 shares; 2025Q1: 2,020 shares; 2025Q2: 2,076 shares; 2025Q3: 2,331 shares 2,331 $508K 0.19% +255 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,837 shares; 2024Q4: 4,165 shares; 2025Q1: 4,112 shares; 2025Q2: 3,840 shares; 2025Q3: 3,640 shares 3,640 $507K 0.19% -200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,594 shares; 2025Q3: 2,594 shares 2,594 $492K 0.19% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,238 shares; 2024Q4: 11,238 shares; 2025Q1: 11,238 shares; 2025Q2: 11,238 shares; 2025Q3: 11,238 shares 11,238 $492K 0.19% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,469 shares; 2024Q4: 2,426 shares; 2025Q1: 2,392 shares; 2025Q2: 2,392 shares; 2025Q3: 2,392 shares 2,392 $490K 0.19% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,760 shares; 2024Q4: 11,852 shares; 2025Q1: 13,102 shares; 2025Q2: 15,290 shares; 2025Q3: 19,127 shares 19,127 $487K 0.19% +3,837 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,405 shares; 2024Q4: 7,847 shares; 2025Q1: 7,847 shares; 2025Q2: 10,182 shares; 2025Q3: 8,797 shares 8,797 $477K 0.18% -1,385 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,416 shares; 2025Q3: 1,416 shares 1,416 $470K 0.18% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares 1,155 $468K 0.18% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $467K 0.18% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,614 shares; 2024Q4: 3,678 shares; 2025Q1: 3,873 shares; 2025Q2: 5,100 shares; 2025Q3: 5,194 shares 5,194 $466K 0.18% +94 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,760 shares; 2024Q4: 7,760 shares; 2025Q1: 7,560 shares; 2025Q2: 7,560 shares; 2025Q3: 7,560 shares 7,560 $461K 0.18% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: 4,822 shares; 2025Q1: 4,522 shares; 2025Q2: 5,743 shares; 2025Q3: 6,845 shares 6,845 $459K 0.18% +1,102 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,116 shares; 2025Q1: not reported; 2025Q2: 5,116 shares; 2025Q3: 5,116 shares 5,116 $439K 0.17% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 1,915 shares; 2025Q1: 1,915 shares; 2025Q2: 1,835 shares; 2025Q3: 1,835 shares 1,835 $434K 0.17% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,600 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 1,750 shares 1,750 $417K 0.16% -750 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,040 shares; 2024Q4: 4,397 shares; 2025Q1: 4,397 shares; 2025Q2: 4,343 shares; 2025Q3: 4,043 shares 4,043 $417K 0.16% -300 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,781 shares; 2025Q1: 2,631 shares; 2025Q2: 2,631 shares; 2025Q3: 1,881 shares 1,881 $413K 0.16% -750 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,735 shares; 2024Q4: 9,235 shares; 2025Q1: 9,235 shares; 2025Q2: 9,035 shares; 2025Q3: 8,675 shares 8,675 $409K 0.16% -360 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,116 shares; 2024Q4: 5,116 shares; 2025Q1: 5,116 shares; 2025Q2: 5,116 shares; 2025Q3: 5,116 shares 5,116 $393K 0.15% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,949 shares; 2024Q4: 3,449 shares; 2025Q1: 3,519 shares; 2025Q2: 2,919 shares; 2025Q3: 1,609 shares 1,609 $392K 0.15% -1,310 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,478 shares; 2024Q4: 4,478 shares; 2025Q1: 4,478 shares; 2025Q2: 4,478 shares; 2025Q3: 4,478 shares 4,478 $379K 0.15% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,942 shares; 2024Q4: 73,816 shares; 2025Q1: 73,816 shares; 2025Q2: 73,816 shares; 2025Q3: 15,398 shares 15,398 $376K 0.14% -58,418 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 611 shares; 2025Q3: 611 shares 611 $376K 0.14% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,485 shares; 2024Q4: 20,485 shares; 2025Q1: 20,485 shares; 2025Q2: 20,485 shares; 2025Q3: 20,485 shares 20,485 $365K 0.14% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 984 shares; 2025Q1: 984 shares; 2025Q2: 972 shares; 2025Q3: 972 shares 972 $364K 0.14% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,964 shares; 2024Q4: 2,185 shares; 2025Q1: 2,235 shares; 2025Q2: 2,483 shares; 2025Q3: 2,674 shares 2,674 $364K 0.14% +191 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $360K 0.14% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares 1,410 $359K 0.14% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: 881 shares; 2025Q1: 881 shares; 2025Q2: 881 shares; 2025Q3: 881 shares 881 $345K 0.13% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,164 shares; 2025Q1: 1,164 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares 1,008 $344K 0.13% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,613 shares; 2024Q4: 11,613 shares; 2025Q1: 11,613 shares; 2025Q2: 11,613 shares; 2025Q3: 11,613 shares 11,613 $344K 0.13% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,238 shares; 2024Q4: 4,238 shares; 2025Q1: 4,238 shares; 2025Q2: 4,734 shares; 2025Q3: 5,172 shares 5,172 $342K 0.13% +438 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 3,643 shares; 2025Q1: 3,643 shares; 2025Q2: 3,643 shares; 2025Q3: 3,643 shares 3,643 $333K 0.13% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares 885 $327K 0.13% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,691 shares; 2025Q1: 1,691 shares; 2025Q2: 1,941 shares; 2025Q3: 1,941 shares 1,941 $325K 0.12% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,545 shares; 2024Q4: 7,545 shares; 2025Q1: 7,545 shares; 2025Q2: 7,545 shares; 2025Q3: 7,545 shares 7,545 $323K 0.12% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,013 shares; 2025Q3: 3,488 shares 3,488 $317K 0.12% +475 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,801 shares; 2024Q4: 6,024 shares; 2025Q1: 6,374 shares; 2025Q2: 8,357 shares; 2025Q3: 9,146 shares 9,146 $314K 0.12% +789 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares 1,445 $308K 0.12% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,992 shares; 2025Q3: 2,192 shares 2,192 $297K 0.11% +200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 387 shares; 2025Q3: 402 shares 402 $295K 0.11% +15 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,159 shares; 2025Q1: 2,159 shares; 2025Q2: 2,159 shares; 2025Q3: 2,159 shares 2,159 $291K 0.11% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,256 shares; 2024Q4: 9,768 shares; 2025Q1: 9,768 shares; 2025Q2: 9,768 shares; 2025Q3: 9,768 shares 9,768 $284K 0.11% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,660 shares; 2024Q4: 2,660 shares; 2025Q1: 2,500 shares; 2025Q2: 2,100 shares; 2025Q3: 1,200 shares 1,200 $282K 0.11% -900 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,940 shares; 2024Q4: 4,640 shares; 2025Q1: 4,640 shares; 2025Q2: 3,440 shares; 2025Q3: 3,440 shares 3,440 $280K 0.11% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,385 shares; 2025Q1: 1,385 shares; 2025Q2: 1,314 shares; 2025Q3: 1,314 shares 1,314 $277K 0.11% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 738 shares; 2025Q1: not reported; 2025Q2: 573 shares; 2025Q3: 573 shares 573 $273K 0.1% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 3,332 shares; 2025Q1: 3,234 shares; 2025Q2: 3,034 shares; 2025Q3: 1,815 shares 1,815 $266K 0.1% -1,219 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,176 shares; 2025Q3: 1,176 shares 1,176 $265K 0.1% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,164 shares; 2025Q1: 3,164 shares; 2025Q2: 3,164 shares; 2025Q3: 3,164 shares 3,164 $265K 0.1% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: 2,461 shares; 2025Q1: not reported; 2025Q2: 2,461 shares; 2025Q3: 2,461 shares 2,461 $265K 0.1% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,689 shares; 2024Q4: 1,689 shares; 2025Q1: 1,689 shares; 2025Q2: 1,619 shares; 2025Q3: 1,619 shares 1,619 $263K 0.1% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,101 shares; 2024Q4: 7,151 shares; 2025Q1: 7,151 shares; 2025Q2: 7,151 shares; 2025Q3: 4,751 shares 4,751 $258K 0.1% -2,400 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 1,082 shares; 2025Q1: 1,082 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares 1,082 $256K 0.1% 0 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares 5,000 $254K 0.1% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,210 shares 1,210 $253K 0.1% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,974 shares; 2024Q4: 7,896 shares; 2025Q1: not reported; 2025Q2: 7,896 shares; 2025Q3: 7,896 shares 7,896 $252K 0.1% 0 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 2,268 shares; 2025Q1: 2,268 shares; 2025Q2: 2,268 shares; 2025Q3: 2,268 shares 2,268 $252K 0.1% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,797 shares 2,797 $236K 0.09% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,165 shares; 2024Q4: 4,165 shares; 2025Q1: 4,165 shares; 2025Q2: 4,165 shares; 2025Q3: 4,165 shares 4,165 $230K 0.09% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 1,511 shares; 2025Q1: 1,444 shares; 2025Q2: 1,144 shares; 2025Q3: 944 shares 944 $226K 0.09% -200 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,563 shares; 2024Q4: 11,126 shares; 2025Q1: 11,126 shares; 2025Q2: 9,634 shares; 2025Q3: 9,634 shares 9,634 $224K 0.09% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares 1,200 $224K 0.09% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares 750 $217K 0.08% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,619 shares 2,619 $216K 0.08% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,975 shares 4,975 $215K 0.08% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: not reported; 2025Q3: 620 shares 620 $214K 0.08% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,349 shares; 2024Q4: 21,949 shares; 2025Q1: 21,577 shares; 2025Q2: 21,577 shares; 2025Q3: 21,577 shares 21,577 $214K 0.08% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 598 shares; 2024Q4: 637 shares; 2025Q1: 647 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $212K 0.08% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,256 shares 4,256 $209K 0.08% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,449 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,449 shares 4,449 $206K 0.08% new Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,750 shares; 2024Q4: 21,750 shares; 2025Q1: 20,850 shares; 2025Q2: 19,850 shares; 2025Q3: 16,350 shares 16,350 $108K 0.04% -3,500 NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,325 shares; 2024Q4: 13,125 shares; 2025Q1: 12,625 shares; 2025Q2: 12,125 shares; 2025Q3: 10,325 shares 10,325 $54.1K 0.02% -1,800 Timeline