IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,077 shares; 2024Q4: 133,031 shares; 2025Q1: 179,016 shares; 2025Q2: 181,892 shares; 2025Q3: 202,441 shares; 2025Q4: 211,774 shares 211,774 $145M 9.15% +9,333 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,367 shares; 2024Q4: 342,331 shares; 2025Q1: 332,423 shares; 2025Q2: 343,293 shares; 2025Q3: 352,083 shares; 2025Q4: 339,272 shares 339,272 $92.2M 5.82% -12,811 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,142 shares; 2024Q4: 190,212 shares; 2025Q1: 179,556 shares; 2025Q2: 180,008 shares; 2025Q3: 179,856 shares; 2025Q4: 178,111 shares 178,111 $86.1M 5.44% -1,745 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,584 shares; 2024Q4: 280,987 shares; 2025Q1: 266,944 shares; 2025Q2: 265,695 shares; 2025Q3: 262,525 shares; 2025Q4: 252,967 shares 252,967 $79.2M 5% -9,558 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,249 shares; 2024Q4: 94,262 shares; 2025Q1: 105,283 shares; 2025Q2: 761,262 shares; 2025Q3: 806,377 shares; 2025Q4: 1,089,937 shares 1,089,937 $68.1M 4.3% +283,560 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,188 shares; 2024Q4: 278,195 shares; 2025Q1: 285,756 shares; 2025Q2: 284,732 shares; 2025Q3: 284,980 shares; 2025Q4: 285,236 shares 285,236 $65.8M 4.16% +256 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,701 shares; 2024Q4: 223,615 shares; 2025Q1: 223,051 shares; 2025Q2: 218,586 shares; 2025Q3: 213,103 shares; 2025Q4: 208,871 shares 208,871 $63.5M 4.01% -4,232 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,028 shares; 2024Q4: 191,623 shares; 2025Q1: 201,171 shares; 2025Q2: 250,245 shares; 2025Q3: 247,539 shares; 2025Q4: 246,596 shares 246,596 $46M 2.9% -943 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,571 shares; 2024Q4: 90,088 shares; 2025Q1: 89,162 shares; 2025Q2: 88,681 shares; 2025Q3: 88,675 shares; 2025Q4: 87,759 shares 87,759 $44.1M 2.78% -916 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 622,726 shares; 2024Q4: 624,675 shares; 2025Q1: 662,361 shares; 2025Q2: 659,073 shares; 2025Q3: 660,190 shares; 2025Q4: 658,261 shares 658,261 $43.4M 2.74% -1,929 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 334,752 shares; 2024Q4: 337,503 shares; 2025Q1: 343,425 shares; 2025Q2: 333,686 shares; 2025Q3: 335,585 shares; 2025Q4: 338,007 shares 338,007 $40.6M 2.56% +2,422 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,464 shares; 2024Q4: 336,539 shares; 2025Q1: 377,567 shares; 2025Q2: 377,482 shares; 2025Q3: 384,827 shares; 2025Q4: 388,807 shares 388,807 $38.8M 2.45% +3,980 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,943 shares; 2024Q4: 116,673 shares; 2025Q1: 104,116 shares; 2025Q2: 103,280 shares; 2025Q3: 103,010 shares; 2025Q4: 102,380 shares 102,380 $35.9M 2.27% -630 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,876 shares; 2024Q4: 280,656 shares; 2025Q1: 632,246 shares; 2025Q2: 624,813 shares; 2025Q3: 639,641 shares; 2025Q4: 645,598 shares 645,598 $33.4M 2.11% +5,957 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,715 shares; 2024Q4: 42,640 shares; 2025Q1: 40,632 shares; 2025Q2: 40,489 shares; 2025Q3: 39,588 shares; 2025Q4: 30,587 shares 30,587 $32.9M 2.07% -9,001 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,948 shares; 2024Q4: 111,406 shares; 2025Q1: 114,064 shares; 2025Q2: 111,438 shares; 2025Q3: 111,074 shares; 2025Q4: 109,286 shares 109,286 $26.4M 1.66% -1,788 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,398 shares; 2024Q4: 211,964 shares; 2025Q1: 178,140 shares; 2025Q2: 131,120 shares; 2025Q3: 129,807 shares; 2025Q4: 128,146 shares 128,146 $26.3M 1.66% -1,661 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,804 shares; 2024Q4: 135,162 shares; 2025Q1: 115,147 shares; 2025Q2: 113,999 shares; 2025Q3: 112,603 shares; 2025Q4: 109,863 shares 109,863 $25M 1.58% -2,740 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375,314 shares; 2024Q4: 374,326 shares; 2025Q1: 378,080 shares; 2025Q2: 372,637 shares; 2025Q3: 288,148 shares; 2025Q4: 280,717 shares 280,717 $22.5M 1.42% -7,431 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,099 shares; 2024Q4: 143,735 shares; 2025Q1: 142,368 shares; 2025Q2: 141,118 shares; 2025Q3: 140,372 shares; 2025Q4: 140,415 shares 140,415 $21.6M 1.36% +43 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,612 shares; 2024Q4: 47,272 shares; 2025Q1: 46,851 shares; 2025Q2: 46,436 shares; 2025Q3: 45,884 shares; 2025Q4: 45,454 shares 45,454 $19.4M 1.22% -430 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,764 shares; 2024Q4: 89,711 shares; 2025Q1: 86,662 shares; 2025Q2: 86,951 shares; 2025Q3: 86,399 shares; 2025Q4: 84,696 shares 84,696 $19.4M 1.22% -1,703 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,214 shares; 2024Q4: 17,249 shares; 2025Q1: 53,636 shares; 2025Q2: 55,388 shares; 2025Q3: 58,653 shares; 2025Q4: 58,722 shares 58,722 $18.9M 1.19% +69 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,654 shares; 2024Q4: 125,795 shares; 2025Q1: 127,541 shares; 2025Q2: 127,286 shares; 2025Q3: 126,914 shares; 2025Q4: 125,054 shares 125,054 $18.1M 1.14% -1,860 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,523 shares; 2024Q4: 35,830 shares; 2025Q1: 35,956 shares; 2025Q2: 35,607 shares; 2025Q3: 35,482 shares; 2025Q4: 50,123 shares 50,123 $17.6M 1.11% +14,641 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,857 shares; 2024Q4: 45,422 shares; 2025Q1: 46,620 shares; 2025Q2: 46,840 shares; 2025Q3: 46,422 shares; 2025Q4: 46,237 shares 46,237 $17.1M 1.08% -185 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,740 shares; 2024Q4: 15,749 shares; 2025Q1: 15,995 shares; 2025Q2: 15,719 shares; 2025Q3: 15,380 shares; 2025Q4: 15,153 shares 15,153 $16.2M 1.02% -227 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,847 shares; 2024Q4: 36,756 shares; 2025Q1: 24,072 shares; 2025Q2: 24,126 shares; 2025Q3: 24,449 shares; 2025Q4: 23,225 shares 23,225 $15.8M 1% -1,224 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,808 shares; 2024Q4: 15,785 shares; 2025Q1: 16,147 shares; 2025Q2: 16,306 shares; 2025Q3: 16,279 shares; 2025Q4: 163,916 shares 163,916 $15.4M 0.97% +147,637 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,676 shares; 2024Q4: 72,328 shares; 2025Q1: 72,600 shares; 2025Q2: 72,890 shares; 2025Q3: 50,952 shares; 2025Q4: 49,960 shares 49,960 $15.3M 0.96% -992 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,217 shares; 2024Q4: 59,447 shares; 2025Q1: 57,626 shares; 2025Q2: 54,835 shares; 2025Q3: 49,127 shares; 2025Q4: 45,041 shares 45,041 $14.9M 0.94% -4,086 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,553 shares; 2024Q4: 67,565 shares; 2025Q1: 67,347 shares; 2025Q2: 65,420 shares; 2025Q3: 62,425 shares; 2025Q4: 61,178 shares 61,178 $14.2M 0.89% -1,247 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,234 shares; 2024Q4: 42,199 shares; 2025Q1: 41,479 shares; 2025Q2: 41,403 shares; 2025Q3: 41,551 shares; 2025Q4: 41,527 shares 41,527 $14M 0.88% -24 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,384 shares; 2024Q4: 44,321 shares; 2025Q1: 53,289 shares; 2025Q2: 55,146 shares; 2025Q3: 60,024 shares; 2025Q4: 63,584 shares 63,584 $14M 0.88% +3,560 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,710 shares; 2024Q4: 454,915 shares; 2025Q1: 473,800 shares; 2025Q2: 412,366 shares; 2025Q3: 415,315 shares; 2025Q4: 408,342 shares 408,342 $12.6M 0.8% -6,973 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 528 shares; 2025Q1: 25,240 shares; 2025Q2: 24,953 shares; 2025Q3: 24,721 shares; 2025Q4: 22,489 shares 22,489 $11.8M 0.74% -2,232 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,670 shares; 2024Q4: 99,755 shares; 2025Q1: 72,900 shares; 2025Q2: 71,675 shares; 2025Q3: 66,948 shares; 2025Q4: 48,301 shares 48,301 $11.1M 0.7% -18,647 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,285 shares; 2025Q2: 3,285 shares; 2025Q3: 3,643 shares; 2025Q4: 126,126 shares 126,126 $10.8M 0.68% +122,483 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,407 shares; 2025Q1: 65,329 shares; 2025Q2: 67,012 shares; 2025Q3: 64,182 shares; 2025Q4: 59,329 shares 59,329 $10.4M 0.66% -4,853 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506,361 shares; 2024Q4: 481,581 shares; 2025Q1: 475,066 shares; 2025Q2: 450,699 shares; 2025Q3: 433,797 shares; 2025Q4: 408,145 shares 408,145 $10.3M 0.65% -25,652 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104,751 shares; 2025Q3: 106,273 shares; 2025Q4: 96,649 shares 96,649 $10.1M 0.64% -9,624 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,405 shares; 2024Q4: 47,634 shares; 2025Q1: 43,442 shares; 2025Q2: 42,275 shares; 2025Q3: 41,230 shares; 2025Q4: 40,871 shares 40,871 $10.1M 0.63% -359 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,599 shares; 2024Q4: 103,223 shares; 2025Q1: 100,505 shares; 2025Q2: 96,275 shares; 2025Q3: 94,868 shares; 2025Q4: 90,129 shares 90,129 $9.93M 0.63% -4,739 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,071 shares; 2024Q4: 87,254 shares; 2025Q1: 87,007 shares; 2025Q2: 83,118 shares; 2025Q3: 80,377 shares; 2025Q4: 77,417 shares 77,417 $8.51M 0.54% -2,960 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,478 shares; 2025Q4: 34,391 shares 34,391 $8.35M 0.53% -1,087 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,170 shares; 2024Q4: 8,644 shares; 2025Q1: 9,927 shares; 2025Q2: 10,099 shares; 2025Q3: 11,607 shares; 2025Q4: 12,919 shares 12,919 $7.94M 0.5% +1,312 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,891 shares; 2025Q2: 7,966 shares; 2025Q3: 7,889 shares; 2025Q4: 7,418 shares 7,418 $7.49M 0.47% -471 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,480 shares 24,480 $7.03M 0.44% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,816 shares 11,816 $6.86M 0.43% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,518 shares; 2024Q4: 60,461 shares; 2025Q1: 66,475 shares; 2025Q2: 56,403 shares; 2025Q3: 60,896 shares; 2025Q4: 62,844 shares 62,844 $6.73M 0.42% +1,948 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,815 shares; 2024Q4: 254,478 shares; 2025Q1: 258,444 shares; 2025Q2: 255,322 shares; 2025Q3: 266,206 shares; 2025Q4: 258,676 shares 258,676 $6.27M 0.4% -7,530 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,046 shares; 2025Q4: 38,770 shares 38,770 $5.94M 0.37% +26,724 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,012 shares; 2024Q4: 21,551 shares; 2025Q1: 21,223 shares; 2025Q2: 21,104 shares; 2025Q3: 20,377 shares; 2025Q4: 16,479 shares 16,479 $5.65M 0.36% -3,898 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,558 shares; 2024Q4: 6,949 shares; 2025Q1: 7,174 shares; 2025Q2: 7,476 shares; 2025Q3: 12,866 shares; 2025Q4: 12,414 shares 12,414 $5.58M 0.35% -452 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,045 shares 34,045 $5.52M 0.35% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,824 shares; 2024Q4: 25,588 shares; 2025Q1: 23,695 shares; 2025Q2: 23,148 shares; 2025Q3: 23,022 shares; 2025Q4: 24,980 shares 24,980 $4.79M 0.3% +1,958 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,403 shares; 2024Q4: 51,881 shares; 2025Q1: 51,184 shares; 2025Q2: 50,724 shares; 2025Q3: 49,448 shares; 2025Q4: 49,170 shares 49,170 $4.76M 0.3% -278 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,838 shares; 2024Q4: 10,828 shares; 2025Q1: 12,526 shares; 2025Q2: 12,496 shares; 2025Q3: 14,493 shares; 2025Q4: 14,032 shares 14,032 $4.4M 0.28% -461 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,316 shares; 2024Q4: 146,964 shares; 2025Q1: 159,083 shares; 2025Q2: 163,728 shares; 2025Q3: 177,277 shares; 2025Q4: 177,946 shares 177,946 $4.32M 0.27% +669 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,174 shares; 2024Q4: 30,845 shares; 2025Q1: 21,284 shares; 2025Q2: 21,860 shares; 2025Q3: 21,036 shares; 2025Q4: 20,700 shares 20,700 $4.28M 0.27% -336 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,804 shares; 2024Q4: 116,575 shares; 2025Q1: 143,968 shares; 2025Q2: 145,800 shares; 2025Q3: 155,749 shares; 2025Q4: 161,800 shares 161,800 $4.2M 0.26% +6,051 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,372 shares; 2024Q4: 94,400 shares; 2025Q1: 96,265 shares; 2025Q2: 23,089 shares; 2025Q3: 26,669 shares; 2025Q4: 25,909 shares 25,909 $3.95M 0.25% -760 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,769 shares; 2024Q4: 115,524 shares; 2025Q1: 128,972 shares; 2025Q2: 133,386 shares; 2025Q3: 144,428 shares; 2025Q4: 148,280 shares 148,280 $3.77M 0.24% +3,852 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,946 shares; 2024Q4: 93,673 shares; 2025Q1: 102,221 shares; 2025Q2: 77,394 shares; 2025Q3: 79,851 shares; 2025Q4: 82,537 shares 82,537 $3.54M 0.22% +2,686 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,228 shares; 2024Q4: 36,596 shares; 2025Q1: 65,173 shares; 2025Q2: 139,239 shares; 2025Q3: 150,256 shares; 2025Q4: 154,401 shares 154,401 $3.41M 0.22% +4,145 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130,223 shares 130,223 $3.05M 0.19% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,995 shares; 2024Q4: 9,028 shares; 2025Q1: 8,756 shares; 2025Q2: 8,644 shares; 2025Q3: 8,933 shares; 2025Q4: 9,043 shares 9,043 $3.03M 0.19% +110 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,080 shares; 2025Q1: 2,130 shares; 2025Q2: 6,828 shares; 2025Q3: 6,854 shares; 2025Q4: 8,057 shares 8,057 $2.79M 0.18% +1,203 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 2,288 shares; 2025Q1: 2,226 shares; 2025Q2: 2,462 shares; 2025Q3: 2,826 shares; 2025Q4: 2,870 shares 2,870 $2.48M 0.16% +44 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,461 shares; 2024Q4: 8,551 shares; 2025Q1: 7,862 shares; 2025Q2: 7,862 shares; 2025Q3: 7,842 shares; 2025Q4: 7,720 shares 7,720 $2.4M 0.15% -122 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,945 shares; 2024Q4: 19,661 shares; 2025Q1: 33,479 shares; 2025Q2: 95,815 shares; 2025Q3: 103,268 shares; 2025Q4: 108,629 shares 108,629 $2.3M 0.15% +5,361 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,083 shares; 2024Q4: 153,769 shares; 2025Q1: 153,429 shares; 2025Q2: 151,692 shares; 2025Q3: 111,370 shares; 2025Q4: 27,358 shares 27,358 $2.29M 0.14% -84,012 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,651 shares; 2024Q4: 19,264 shares; 2025Q1: 18,768 shares; 2025Q2: 18,106 shares; 2025Q3: 18,062 shares; 2025Q4: 18,086 shares 18,086 $2.18M 0.14% +24 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 3,244 shares; 2025Q1: 3,204 shares; 2025Q2: 3,268 shares; 2025Q3: 3,298 shares; 2025Q4: 6,435 shares 6,435 $2.05M 0.13% +3,137 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,799 shares; 2024Q4: 5,785 shares; 2025Q1: 5,786 shares; 2025Q2: 5,841 shares; 2025Q3: 5,929 shares; 2025Q4: 5,882 shares 5,882 $1.93M 0.12% -47 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,422 shares; 2024Q4: 7,486 shares; 2025Q1: 7,488 shares; 2025Q2: 7,225 shares; 2025Q3: 8,890 shares; 2025Q4: 7,784 shares 7,784 $1.92M 0.12% -1,106 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,622 shares; 2025Q1: 16,772 shares; 2025Q2: 61,099 shares; 2025Q3: 65,901 shares; 2025Q4: 69,654 shares 69,654 $1.78M 0.11% +3,753 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,569 shares; 2024Q4: 6,630 shares; 2025Q1: 6,989 shares; 2025Q2: 6,338 shares; 2025Q3: 6,275 shares; 2025Q4: 11,548 shares 11,548 $1.66M 0.1% +5,273 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,600 shares; 2024Q4: 65,976 shares; 2025Q1: 65,688 shares; 2025Q2: 65,428 shares; 2025Q3: 63,558 shares; 2025Q4: 59,494 shares 59,494 $1.58M 0.1% -4,064 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,812 shares; 2024Q4: 30,669 shares; 2025Q1: 30,163 shares; 2025Q2: 29,417 shares; 2025Q3: 5,079 shares; 2025Q4: 3,484 shares 3,484 $1.55M 0.1% -1,595 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,132 shares; 2024Q4: 54,600 shares; 2025Q1: 53,036 shares; 2025Q2: 52,431 shares; 2025Q3: 51,339 shares; 2025Q4: 51,008 shares 51,008 $1.53M 0.1% -331 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,752 shares; 2024Q4: 14,909 shares; 2025Q1: 8,094 shares; 2025Q2: 7,384 shares; 2025Q3: 6,919 shares; 2025Q4: 5,698 shares 5,698 $1.53M 0.1% -1,221 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,161 shares; 2024Q4: 49,691 shares; 2025Q1: 9,280 shares; 2025Q2: 8,750 shares; 2025Q3: 8,370 shares; 2025Q4: 8,491 shares 8,491 $1.47M 0.09% +121 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,517 shares; 2024Q4: 16,047 shares; 2025Q1: 15,817 shares; 2025Q2: 15,364 shares; 2025Q3: 15,257 shares; 2025Q4: 14,555 shares 14,555 $1.4M 0.09% -702 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,360 shares; 2025Q1: 9,850 shares; 2025Q2: 42,928 shares; 2025Q3: 47,243 shares; 2025Q4: 50,650 shares 50,650 $1.32M 0.08% +3,407 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,576 shares; 2024Q4: 49,986 shares; 2025Q1: 48,730 shares; 2025Q2: 47,945 shares; 2025Q3: 46,302 shares; 2025Q4: 45,949 shares 45,949 $1.31M 0.08% -353 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,271 shares; 2024Q4: 44,865 shares; 2025Q1: 44,647 shares; 2025Q2: 34,634 shares; 2025Q3: 33,615 shares; 2025Q4: 4,891 shares 4,891 $1.26M 0.08% -28,724 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,348 shares; 2024Q4: 15,329 shares; 2025Q1: 7,078 shares; 2025Q2: 7,041 shares; 2025Q3: 7,231 shares; 2025Q4: 8,748 shares 8,748 $1.23M 0.08% +1,517 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,160 shares; 2024Q4: 6,925 shares; 2025Q1: 6,375 shares; 2025Q2: 6,480 shares; 2025Q3: 6,894 shares; 2025Q4: 6,647 shares 6,647 $1.22M 0.08% -247 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,946 shares; 2024Q4: 87,538 shares; 2025Q1: 85,600 shares; 2025Q2: 11,328 shares; 2025Q3: 10,699 shares; 2025Q4: 8,395 shares 8,395 $1.2M 0.08% -2,304 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,745 shares; 2024Q4: 9,727 shares; 2025Q1: 9,702 shares; 2025Q2: 11,569 shares; 2025Q3: 9,880 shares; 2025Q4: 8,305 shares 8,305 $1.19M 0.08% -1,575 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,280 shares; 2024Q4: 58,752 shares; 2025Q1: 57,254 shares; 2025Q2: 56,258 shares; 2025Q3: 7,407 shares; 2025Q4: 4,426 shares 4,426 $1.17M 0.07% -2,981 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,824 shares; 2024Q4: 1,854 shares; 2025Q1: 1,854 shares; 2025Q2: 1,947 shares; 2025Q3: 1,961 shares; 2025Q4: 1,936 shares 1,936 $1.11M 0.07% -25 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,422 shares; 2025Q2: 7,149 shares; 2025Q3: 6,906 shares; 2025Q4: 6,761 shares 6,761 $1.09M 0.07% -145 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,280 shares; 2025Q1: 2,351 shares; 2025Q2: 2,381 shares; 2025Q3: 2,498 shares; 2025Q4: 2,498 shares 2,498 $990K 0.06% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 563 shares; 2025Q2: 918 shares; 2025Q3: 1,519 shares; 2025Q4: 1,470 shares 1,470 $970K 0.06% -49 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,246 shares; 2024Q4: 2,231 shares; 2025Q1: 2,237 shares; 2025Q2: 2,221 shares; 2025Q3: 2,216 shares; 2025Q4: 1,700 shares 1,700 $969K 0.06% -516 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,523 shares; 2024Q4: 10,127 shares; 2025Q1: 9,942 shares; 2025Q2: 9,589 shares; 2025Q3: 9,153 shares; 2025Q4: 7,188 shares 7,188 $936K 0.06% -1,965 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,653 shares; 2025Q1: 2,634 shares; 2025Q2: 2,608 shares; 2025Q3: 3,077 shares; 2025Q4: 3,116 shares 3,116 $923K 0.06% +39 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,723 shares; 2024Q4: 8,176 shares; 2025Q1: 8,254 shares; 2025Q2: 8,224 shares; 2025Q3: 8,495 shares; 2025Q4: 8,228 shares 8,228 $917K 0.06% -267 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,522 shares; 2024Q4: 2,648 shares; 2025Q1: 2,668 shares; 2025Q2: 3,077 shares; 2025Q3: 2,797 shares; 2025Q4: 2,632 shares 2,632 $906K 0.06% -165 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,996 shares; 2024Q4: 30,285 shares; 2025Q1: 30,345 shares; 2025Q2: 30,345 shares; 2025Q3: 30,345 shares; 2025Q4: 33,345 shares 33,345 $897K 0.06% +3,000 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,585 shares; 2024Q4: 23,063 shares; 2025Q1: 8,589 shares; 2025Q2: 8,674 shares; 2025Q3: 8,977 shares; 2025Q4: 8,952 shares 8,952 $862K 0.05% -25 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 1,339 shares; 2025Q1: 1,332 shares; 2025Q2: 1,338 shares; 2025Q3: 1,403 shares; 2025Q4: 1,467 shares 1,467 $831K 0.05% +64 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,781 shares; 2025Q1: 35,931 shares; 2025Q2: 34,617 shares; 2025Q3: 30,780 shares; 2025Q4: 25,562 shares 25,562 $810K 0.05% -5,218 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,428 shares; 2024Q4: 8,200 shares; 2025Q1: 7,712 shares; 2025Q2: 7,948 shares; 2025Q3: 7,162 shares; 2025Q4: 7,510 shares 7,510 $791K 0.05% +348 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,635 shares; 2024Q4: 11,083 shares; 2025Q1: 10,689 shares; 2025Q2: 10,854 shares; 2025Q3: 10,686 shares; 2025Q4: 11,211 shares 11,211 $784K 0.05% +525 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,425 shares; 2024Q4: 7,452 shares; 2025Q1: 5,860 shares; 2025Q2: 5,902 shares; 2025Q3: 5,904 shares; 2025Q4: 5,811 shares 5,811 $728K 0.05% -93 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 432 shares; 2025Q1: 833 shares; 2025Q2: 1,415 shares; 2025Q3: 1,435 shares; 2025Q4: 1,150 shares 1,150 $721K 0.05% -285 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,137 shares; 2025Q3: 3,881 shares; 2025Q4: 3,969 shares 3,969 $705K 0.04% +88 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,153 shares; 2025Q3: 23,945 shares; 2025Q4: 26,753 shares 26,753 $705K 0.04% +2,808 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 753 shares; 2025Q1: 752 shares; 2025Q2: 752 shares; 2025Q3: 752 shares; 2025Q4: 760 shares 760 $668K 0.04% +8 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,488 shares; 2025Q3: 11,321 shares; 2025Q4: 11,573 shares 11,573 $637K 0.04% +252 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1,267 shares; 2025Q1: not reported; 2025Q2: 1,041 shares; 2025Q3: 1,065 shares; 2025Q4: 2,992 shares 2,992 $629K 0.04% +1,927 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,232 shares; 2024Q4: 2,217 shares; 2025Q1: 1,630 shares; 2025Q2: 1,630 shares; 2025Q3: 1,570 shares; 2025Q4: 1,670 shares 1,670 $624K 0.04% +100 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,792 shares; 2024Q4: 10,713 shares; 2025Q1: 8,798 shares; 2025Q2: 8,797 shares; 2025Q3: 8,812 shares; 2025Q4: 7,906 shares 7,906 $609K 0.04% -906 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,174 shares; 2024Q4: 4,043 shares; 2025Q1: 2,852 shares; 2025Q2: 2,852 shares; 2025Q3: 2,693 shares; 2025Q4: 2,668 shares 2,668 $579K 0.04% -25 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,233 shares; 2024Q4: 51,347 shares; 2025Q1: 8,383 shares; 2025Q2: 7,505 shares; 2025Q3: 6,465 shares; 2025Q4: 6,435 shares 6,435 $574K 0.04% -30 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,684 shares; 2024Q4: 4,767 shares; 2025Q1: 5,067 shares; 2025Q2: 4,970 shares; 2025Q3: 4,970 shares; 2025Q4: 4,970 shares 4,970 $573K 0.04% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 1,237 shares; 2025Q1: 1,197 shares; 2025Q2: 1,198 shares; 2025Q3: 1,226 shares; 2025Q4: 1,226 shares 1,226 $571K 0.04% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,860 shares; 2025Q3: 2,585 shares; 2025Q4: 2,679 shares 2,679 $568K 0.04% +94 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,184 shares; 2024Q4: 4,179 shares; 2025Q1: 3,099 shares; 2025Q2: 3,079 shares; 2025Q3: 2,999 shares; 2025Q4: 2,999 shares 2,999 $543K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,855 shares; 2024Q4: 6,138 shares; 2025Q1: 5,758 shares; 2025Q2: 5,509 shares; 2025Q3: 5,386 shares; 2025Q4: 4,765 shares 4,765 $542K 0.03% -621 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 501 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 439 shares; 2025Q4: 1,130 shares 1,130 $535K 0.03% +691 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,423 shares; 2024Q4: 2,350 shares; 2025Q1: 2,840 shares; 2025Q2: 2,720 shares; 2025Q3: 3,053 shares; 2025Q4: 2,605 shares 2,605 $508K 0.03% -448 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 1,693 shares; 2025Q1: 1,605 shares; 2025Q2: 1,821 shares; 2025Q3: 1,960 shares; 2025Q4: 1,973 shares 1,973 $507K 0.03% +13 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,874 shares; 2024Q4: 67,445 shares; 2025Q1: 66,178 shares; 2025Q2: 65,710 shares; 2025Q3: 8,832 shares; 2025Q4: 2,713 shares 2,713 $503K 0.03% -6,119 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,404 shares; 2024Q4: 13,227 shares; 2025Q1: 18,553 shares; 2025Q2: 18,583 shares; 2025Q3: 18,272 shares; 2025Q4: 18,340 shares 18,340 $481K 0.03% +68 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 1,919 shares; 2025Q1: 1,930 shares; 2025Q2: 2,033 shares; 2025Q3: 2,027 shares; 2025Q4: 1,972 shares 1,972 $478K 0.03% -55 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,463 shares; 2024Q4: 5,293 shares; 2025Q1: 3,322 shares; 2025Q2: 3,354 shares; 2025Q3: 2,948 shares; 2025Q4: 2,286 shares 2,286 $477K 0.03% -662 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,430 shares; 2024Q4: 8,356 shares; 2025Q1: 6,816 shares; 2025Q2: 6,270 shares; 2025Q3: 5,891 shares; 2025Q4: 4,759 shares 4,759 $474K 0.03% -1,132 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,245 shares; 2024Q4: 4,245 shares; 2025Q1: 4,245 shares; 2025Q2: 3,846 shares; 2025Q3: 3,846 shares; 2025Q4: 3,488 shares 3,488 $471K 0.03% -358 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,857 shares; 2024Q4: 1,857 shares; 2025Q1: 1,857 shares; 2025Q2: 1,507 shares; 2025Q3: 1,507 shares; 2025Q4: 1,207 shares 1,207 $467K 0.03% -300 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,415 shares; 2024Q4: 5,351 shares; 2025Q1: 4,135 shares; 2025Q2: 4,555 shares; 2025Q3: 4,337 shares; 2025Q4: 3,884 shares 3,884 $455K 0.03% -453 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,778 shares; 2024Q4: 5,008 shares; 2025Q1: 4,921 shares; 2025Q2: 4,533 shares; 2025Q3: 4,866 shares; 2025Q4: 4,866 shares 4,866 $424K 0.03% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,012 shares; 2025Q1: 3,204 shares; 2025Q2: 3,179 shares; 2025Q3: 3,000 shares; 2025Q4: 3,075 shares 3,075 $418K 0.03% +75 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 883 shares; 2025Q1: 872 shares; 2025Q2: 924 shares; 2025Q3: 833 shares; 2025Q4: 852 shares 852 $412K 0.03% +19 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 2,617 shares; 2025Q1: 1,510 shares; 2025Q2: 2,095 shares; 2025Q3: 2,175 shares; 2025Q4: 2,095 shares 2,095 $409K 0.03% -80 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,103 shares; 2025Q3: 5,082 shares; 2025Q4: 2,693 shares 2,693 $400K 0.03% -2,389 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,883 shares; 2025Q3: 3,671 shares; 2025Q4: 3,033 shares 3,033 $397K 0.03% -638 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,051 shares 5,051 $381K 0.02% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,930 shares; 2025Q3: 1,755 shares; 2025Q4: 1,802 shares 1,802 $376K 0.02% +47 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,218 shares; 2024Q4: 3,412 shares; 2025Q1: 2,910 shares; 2025Q2: 2,227 shares; 2025Q3: 2,227 shares; 2025Q4: 2,227 shares 2,227 $373K 0.02% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,992 shares; 2024Q4: 7,784 shares; 2025Q1: 9,904 shares; 2025Q2: 5,583 shares; 2025Q3: 4,859 shares; 2025Q4: 4,183 shares 4,183 $355K 0.02% -676 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,281 shares; 2024Q4: 6,281 shares; 2025Q1: 6,281 shares; 2025Q2: 6,281 shares; 2025Q3: 6,281 shares; 2025Q4: 6,281 shares 6,281 $353K 0.02% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 551 shares; 2025Q1: 467 shares; 2025Q2: 575 shares; 2025Q3: 684 shares; 2025Q4: 612 shares 612 $349K 0.02% -72 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 474 shares; 2025Q2: 622 shares; 2025Q3: 684 shares; 2025Q4: 601 shares 601 $348K 0.02% -83 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,264 shares; 2025Q1: 1,260 shares; 2025Q2: 1,254 shares; 2025Q3: 1,116 shares; 2025Q4: 1,076 shares 1,076 $348K 0.02% -40 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,920 shares; 2024Q4: 9,920 shares; 2025Q1: 9,220 shares; 2025Q2: 9,110 shares; 2025Q3: 9,110 shares; 2025Q4: 7,885 shares 7,885 $344K 0.02% -1,225 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,611 shares; 2024Q4: 2,611 shares; 2025Q1: 1,978 shares; 2025Q2: 2,015 shares; 2025Q3: 1,978 shares; 2025Q4: 1,978 shares 1,978 $334K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,749 shares; 2024Q4: 5,505 shares; 2025Q1: 5,225 shares; 2025Q2: 5,238 shares; 2025Q3: 5,267 shares; 2025Q4: 5,180 shares 5,180 $330K 0.02% -87 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 680 shares 680 $319K 0.02% +40 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $314K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 1,207 shares; 2025Q1: 1,082 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares 1,082 $312K 0.02% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: 1,425 shares 1,425 $306K 0.02% +25 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,055 shares; 2025Q4: 1,175 shares 1,175 $304K 0.02% +120 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,063 shares 1,063 $303K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,331 shares 5,331 $303K 0.02% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 746 shares; 2025Q4: 966 shares 966 $298K 0.02% +220 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,163 shares; 2025Q1: 6,839 shares; 2025Q2: 12,452 shares; 2025Q3: 6,476 shares; 2025Q4: 6,376 shares 6,376 $297K 0.02% -100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 336 shares 336 $295K 0.02% -66 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,850 shares; 2025Q1: 2,111 shares; 2025Q2: 2,073 shares; 2025Q3: 1,884 shares; 2025Q4: 1,825 shares 1,825 $293K 0.02% -59 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,430 shares; 2025Q1: not reported; 2025Q2: 1,420 shares; 2025Q3: 1,687 shares; 2025Q4: 1,700 shares 1,700 $291K 0.02% +13 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 796 shares; 2025Q1: 796 shares; 2025Q2: 814 shares; 2025Q3: 796 shares; 2025Q4: 825 shares 825 $289K 0.02% +29 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,045 shares; 2025Q4: 1,045 shares 1,045 $288K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 513 shares; 2025Q1: 478 shares; 2025Q2: 474 shares; 2025Q3: 378 shares; 2025Q4: 378 shares 378 $285K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,732 shares; 2024Q4: 6,732 shares; 2025Q1: 4,855 shares; 2025Q2: 5,971 shares; 2025Q3: 5,787 shares; 2025Q4: 5,239 shares 5,239 $282K 0.02% -548 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,680 shares; 2025Q1: 1,625 shares; 2025Q2: 1,629 shares; 2025Q3: 1,625 shares; 2025Q4: 1,590 shares 1,590 $279K 0.02% -35 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 927 shares; 2025Q1: 927 shares; 2025Q2: 927 shares; 2025Q3: 917 shares; 2025Q4: 917 shares 917 $274K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,543 shares; 2024Q4: 3,543 shares; 2025Q1: 3,529 shares; 2025Q2: 3,432 shares; 2025Q3: 3,192 shares; 2025Q4: 3,063 shares 3,063 $267K 0.02% -129 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 664 shares; 2025Q1: 664 shares; 2025Q2: 664 shares; 2025Q3: 664 shares; 2025Q4: 664 shares 664 $262K 0.02% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,502 shares 9,502 $261K 0.02% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 1,473 shares; 2025Q3: 1,408 shares; 2025Q4: 1,408 shares 1,408 $261K 0.02% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,190 shares; 2024Q4: 2,723 shares; 2025Q1: 2,260 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares 2,260 $257K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 823 shares 823 $257K 0.02% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,093 shares; 2024Q4: 58,745 shares; 2025Q1: 6,333 shares; 2025Q2: 4,248 shares; 2025Q3: 4,280 shares; 2025Q4: 3,975 shares 3,975 $253K 0.02% -305 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,604 shares 4,604 $250K 0.02% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,335 shares; 2025Q3: 1,504 shares; 2025Q4: 1,344 shares 1,344 $248K 0.02% -160 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 2,239 shares; 2025Q1: 2,239 shares; 2025Q2: 8,339 shares; 2025Q3: 5,239 shares; 2025Q4: 2,239 shares 2,239 $247K 0.02% -3,000 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,082 shares; 2024Q4: 12,082 shares; 2025Q1: 12,082 shares; 2025Q2: 12,132 shares; 2025Q3: 12,132 shares; 2025Q4: 12,082 shares 12,082 $244K 0.02% -50 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 3,330 shares; 2025Q1: 3,057 shares; 2025Q2: 2,712 shares; 2025Q3: 2,679 shares; 2025Q4: 2,404 shares 2,404 $242K 0.02% -275 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,810 shares; 2025Q1: 3,780 shares; 2025Q2: 3,780 shares; 2025Q3: 3,857 shares; 2025Q4: 3,097 shares 3,097 $241K 0.02% -760 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 908 shares 908 $234K 0.01% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,297 shares; 2024Q4: 4,297 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,987 shares; 2025Q4: 3,987 shares 3,987 $234K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 3,020 shares; 2025Q1: 3,041 shares; 2025Q2: 2,758 shares; 2025Q3: 3,110 shares; 2025Q4: 2,739 shares 2,739 $231K 0.01% -371 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 830 shares; 2025Q1: 539 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 374 shares 374 $226K 0.01% -150 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,154 shares; 2025Q1: 1,056 shares; 2025Q2: 1,096 shares; 2025Q3: 1,071 shares; 2025Q4: 1,071 shares 1,071 $223K 0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares 1,100 $220K 0.01% 0 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,745 shares; 2024Q4: 16,745 shares; 2025Q1: 16,745 shares; 2025Q2: 16,745 shares; 2025Q3: 16,745 shares; 2025Q4: 16,745 shares 16,745 $216K 0.01% 0 Timeline AFDM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,658 shares; 2025Q4: 2,658 shares 2,658 $214K 0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: not reported; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares 1,025 $213K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,337 shares; 2025Q4: 4,956 shares 4,956 $212K 0.01% +2,619 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 315 shares 315 $209K 0.01% +5 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,016 shares; 2025Q4: 5,096 shares 5,096 $208K 0.01% +80 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,567 shares 8,567 $206K 0.01% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares 28 $204K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,026 shares; 2025Q4: 4,026 shares 4,026 $202K 0.01% -5,000 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,153 shares; 2025Q3: not reported; 2025Q4: 2,752 shares 2,752 $202K 0.01% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,989 shares; 2024Q4: 8,989 shares; 2025Q1: 10,339 shares; 2025Q2: 9,639 shares; 2025Q3: 8,561 shares; 2025Q4: 8,073 shares 8,073 $201K 0.01% -488 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,570 shares; 2024Q4: 10,570 shares; 2025Q1: 10,570 shares; 2025Q2: 10,570 shares; 2025Q3: 10,570 shares; 2025Q4: 10,570 shares 10,570 $149K 0.01% 0 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,798 shares; 2024Q4: 11,798 shares; 2025Q1: 11,798 shares; 2025Q2: 11,798 shares; 2025Q3: 11,798 shares; 2025Q4: 11,798 shares 11,798 $109K 0.01% 0 Timeline HIX WESTERN ASSET HIGH INCOM FD More: the full row for WESTERN ASSET HIGH INCOM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,800 shares; 2024Q4: 22,800 shares; 2025Q1: 22,800 shares; 2025Q2: 22,800 shares; 2025Q3: 22,800 shares; 2025Q4: 22,800 shares 22,800 $94.8K 0.01% 0 Timeline REEAF REE AUTOMOTIVE LTD More: the full row for REE AUTOMOTIVE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,738 shares; 2025Q1: 73,162 shares; 2025Q2: 28,206 shares; 2025Q3: 28,206 shares; 2025Q4: 28,206 shares 28,206 $20.7K <0.01% 0 Timeline