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: 287,001 shares; 2024Q4: 279,889 shares; 2025Q1: 285,811 shares; 2025Q2: 286,044 shares; 2025Q3: 276,476 shares; 2025Q4: 274,986 shares 274,986 $188M 23.67% -1,490 Timeline IWL 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: 507,200 shares; 2024Q4: 503,983 shares; 2025Q1: 516,687 shares; 2025Q2: 531,477 shares; 2025Q3: 515,613 shares; 2025Q4: 509,259 shares 509,259 $86.9M 10.92% -6,354 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: 1,210,361 shares; 2024Q4: 1,227,552 shares; 2025Q1: 1,285,899 shares; 2025Q2: 1,262,916 shares; 2025Q3: 1,263,557 shares; 2025Q4: 1,258,426 shares 1,258,426 $78.6M 9.88% -5,131 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 693,459 shares; 2025Q1: 859,667 shares; 2025Q2: 927,280 shares; 2025Q3: 953,577 shares; 2025Q4: 972,582 shares 972,582 $63.7M 8% +19,005 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802,149 shares; 2024Q4: 796,404 shares; 2025Q1: 784,153 shares; 2025Q2: 736,569 shares; 2025Q3: 778,424 shares; 2025Q4: 779,104 shares 779,104 $57.7M 7.25% +680 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: 954,994 shares; 2024Q4: 460,925 shares; 2025Q1: 396,580 shares; 2025Q2: 379,735 shares; 2025Q3: 362,458 shares; 2025Q4: 352,588 shares 352,588 $33.9M 4.27% -9,870 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 368,253 shares; 2025Q1: 515,448 shares; 2025Q2: 563,781 shares; 2025Q3: 591,020 shares; 2025Q4: 673,893 shares 673,893 $28.3M 3.56% +82,873 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: 70,899 shares; 2024Q4: 69,359 shares; 2025Q1: 66,921 shares; 2025Q2: 65,885 shares; 2025Q3: 67,568 shares; 2025Q4: 68,336 shares 68,336 $12.7M 1.6% +768 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: 31,991 shares; 2024Q4: 36,374 shares; 2025Q1: 35,680 shares; 2025Q2: 36,369 shares; 2025Q3: 36,985 shares; 2025Q4: 35,978 shares 35,978 $11.3M 1.42% -1,007 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: 1,514,588 shares; 2024Q4: 1,567,270 shares; 2025Q1: 1,342,899 shares; 2025Q2: 1,006,603 shares; 2025Q3: 773,172 shares; 2025Q4: 501,354 shares 501,354 $10.1M 1.27% -271,818 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: 137,006 shares; 2024Q4: 68,116 shares; 2025Q1: 47,862 shares; 2025Q2: 44,345 shares; 2025Q3: 42,420 shares; 2025Q4: 37,279 shares 37,279 $9.18M 1.15% -5,141 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: 39,750 shares; 2024Q4: 21,223 shares; 2025Q1: 19,749 shares; 2025Q2: 19,584 shares; 2025Q3: 19,356 shares; 2025Q4: 19,727 shares 19,727 $6.61M 0.83% +371 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: 16,562 shares; 2024Q4: 16,575 shares; 2025Q1: 16,575 shares; 2025Q2: 16,575 shares; 2025Q3: 16,575 shares; 2025Q4: 16,583 shares 16,583 $6.42M 0.81% +8 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: 27,928 shares; 2024Q4: 29,217 shares; 2025Q1: 27,574 shares; 2025Q2: 28,254 shares; 2025Q3: 28,611 shares; 2025Q4: 27,659 shares 27,659 $6.38M 0.8% -952 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: 12,540 shares; 2024Q4: 12,615 shares; 2025Q1: 13,109 shares; 2025Q2: 12,136 shares; 2025Q3: 12,150 shares; 2025Q4: 11,759 shares 11,759 $5.29M 0.66% -391 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: 12,076 shares; 2024Q4: 11,542 shares; 2025Q1: 10,345 shares; 2025Q2: 9,511 shares; 2025Q3: 9,550 shares; 2025Q4: 9,326 shares 9,326 $4.51M 0.57% -224 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: 37,871 shares; 2024Q4: 27,047 shares; 2025Q1: 15,729 shares; 2025Q2: 15,908 shares; 2025Q3: 18,495 shares; 2025Q4: 16,412 shares 16,412 $4.46M 0.56% -2,083 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,559 shares; 2024Q4: 52,140 shares; 2025Q1: 39,366 shares; 2025Q2: 41,167 shares; 2025Q3: 40,800 shares; 2025Q4: 40,966 shares 40,966 $4.06M 0.51% +166 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: 5,710 shares; 2024Q4: 5,571 shares; 2025Q1: 5,461 shares; 2025Q2: 5,618 shares; 2025Q3: 5,538 shares; 2025Q4: 5,350 shares 5,350 $3.65M 0.46% -188 Timeline SPYM 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: 34,965 shares; 2025Q2: 38,383 shares; 2025Q3: 38,770 shares; 2025Q4: 41,198 shares 41,198 $3.3M 0.42% +2,428 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: 6,221 shares; 2024Q4: 5,950 shares; 2025Q1: 5,748 shares; 2025Q2: 5,775 shares; 2025Q3: 6,272 shares; 2025Q4: 6,236 shares 6,236 $3.13M 0.39% -36 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: 10,628 shares; 2024Q4: 10,800 shares; 2025Q1: 10,773 shares; 2025Q2: 11,603 shares; 2025Q3: 11,314 shares; 2025Q4: 9,721 shares 9,721 $3.13M 0.39% -1,593 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 43,399 shares; 2025Q3: 43,097 shares; 2025Q4: 43,207 shares 43,207 $3.01M 0.38% +110 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: 22,819 shares; 2024Q4: 23,147 shares; 2025Q1: 21,330 shares; 2025Q2: 23,436 shares; 2025Q3: 21,889 shares; 2025Q4: 21,995 shares 21,995 $2.65M 0.33% +106 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: 40,339 shares; 2024Q4: 38,305 shares; 2025Q1: 38,184 shares; 2025Q2: 38,028 shares; 2025Q3: 38,047 shares; 2025Q4: 37,908 shares 37,908 $2.5M 0.31% -139 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,364 shares; 2024Q4: 25,389 shares; 2025Q1: 24,228 shares; 2025Q2: 21,848 shares; 2025Q3: 21,850 shares; 2025Q4: 24,591 shares 24,591 $2.29M 0.29% +2,741 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,966 shares; 2024Q4: 3,374 shares; 2025Q1: 2,633 shares; 2025Q2: 2,633 shares; 2025Q3: 2,633 shares; 2025Q4: 7,926 shares 7,926 $2.28M 0.29% +5,293 Timeline IEFA 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: 23,261 shares; 2024Q4: 23,261 shares; 2025Q1: 23,245 shares; 2025Q2: 23,043 shares; 2025Q3: 22,802 shares; 2025Q4: 24,303 shares 24,303 $2.17M 0.27% +1,501 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: 2,580 shares; 2024Q4: 2,575 shares; 2025Q1: 2,282 shares; 2025Q2: 2,328 shares; 2025Q3: 2,329 shares; 2025Q4: 22,998 shares 22,998 $2.16M 0.27% +20,669 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: 3,276 shares; 2024Q4: 3,263 shares; 2025Q1: 2,706 shares; 2025Q2: 2,817 shares; 2025Q3: 2,828 shares; 2025Q4: 3,452 shares 3,452 $2.12M 0.27% +624 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: 14,276 shares; 2024Q4: 13,666 shares; 2025Q1: 13,309 shares; 2025Q2: 12,713 shares; 2025Q3: 14,641 shares; 2025Q4: 14,728 shares 14,728 $2.11M 0.27% +87 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: 3,572 shares; 2024Q4: 3,590 shares; 2025Q1: 3,486 shares; 2025Q2: 3,540 shares; 2025Q3: 3,618 shares; 2025Q4: 3,604 shares 3,604 $2.06M 0.26% -14 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: 25,118 shares; 2024Q4: 23,997 shares; 2025Q1: 22,220 shares; 2025Q2: 22,489 shares; 2025Q3: 17,846 shares; 2025Q4: 18,321 shares 18,321 $2.04M 0.26% +475 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,428 shares; 2024Q4: 2,455 shares; 2025Q1: 2,084 shares; 2025Q2: 2,114 shares; 2025Q3: 2,151 shares; 2025Q4: 6,683 shares 6,683 $1.96M 0.25% +4,532 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: 2,020 shares; 2024Q4: 2,028 shares; 2025Q1: 2,070 shares; 2025Q2: 2,117 shares; 2025Q3: 2,156 shares; 2025Q4: 2,175 shares 2,175 $1.91M 0.24% +19 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,563 shares; 2024Q4: 4,421 shares; 2025Q1: 6,619 shares; 2025Q2: 6,750 shares; 2025Q3: 6,802 shares; 2025Q4: 8,637 shares 8,637 $1.84M 0.23% +1,835 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: 9,061 shares; 2024Q4: 8,762 shares; 2025Q1: 8,167 shares; 2025Q2: 8,508 shares; 2025Q3: 8,298 shares; 2025Q4: 8,741 shares 8,741 $1.81M 0.23% +443 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: 21,367 shares; 2024Q4: 21,429 shares; 2025Q1: 20,997 shares; 2025Q2: 21,683 shares; 2025Q3: 22,658 shares; 2025Q4: 22,738 shares 22,738 $1.75M 0.22% +80 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: 3,068 shares; 2024Q4: 3,057 shares; 2025Q1: 3,059 shares; 2025Q2: 3,143 shares; 2025Q3: 3,169 shares; 2025Q4: 3,056 shares 3,056 $1.73M 0.22% -113 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: 9,193 shares; 2024Q4: 9,109 shares; 2025Q1: 7,464 shares; 2025Q2: 7,716 shares; 2025Q3: 7,650 shares; 2025Q4: 7,286 shares 7,286 $1.66M 0.21% -364 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: 3,233 shares; 2024Q4: 3,217 shares; 2025Q1: 3,220 shares; 2025Q2: 3,288 shares; 2025Q3: 5,341 shares; 2025Q4: 5,268 shares 5,268 $1.65M 0.21% -73 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,948 shares; 2024Q4: 6,910 shares; 2025Q1: 7,100 shares; 2025Q2: 6,769 shares; 2025Q3: 6,581 shares; 2025Q4: 6,458 shares 6,458 $1.63M 0.2% -123 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: 2,816 shares; 2024Q4: 2,801 shares; 2025Q1: 2,803 shares; 2025Q2: 2,884 shares; 2025Q3: 2,892 shares; 2025Q4: 2,850 shares 2,850 $1.63M 0.2% -42 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: 10,159 shares; 2024Q4: 10,054 shares; 2025Q1: 9,259 shares; 2025Q2: 9,998 shares; 2025Q3: 10,001 shares; 2025Q4: 10,128 shares 10,128 $1.62M 0.2% +127 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 3,904 shares; 2025Q1: 3,904 shares; 2025Q2: 3,994 shares; 2025Q3: 5,508 shares; 2025Q4: 4,018 shares 4,018 $1.6M 0.2% -1,490 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: 1,743 shares; 2024Q4: 1,743 shares; 2025Q1: 1,783 shares; 2025Q2: 1,771 shares; 2025Q3: 1,765 shares; 2025Q4: 1,450 shares 1,450 $1.56M 0.2% -315 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 1,111 shares; 2025Q1: 1,106 shares; 2025Q2: 1,061 shares; 2025Q3: 1,217 shares; 2025Q4: 1,160 shares 1,160 $1.54M 0.19% -57 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,443 shares; 2024Q4: 25,379 shares; 2025Q1: 26,268 shares; 2025Q2: 27,102 shares; 2025Q3: 25,856 shares; 2025Q4: 32,688 shares 32,688 $1.5M 0.19% +6,832 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: 5,473 shares; 2024Q4: 5,488 shares; 2025Q1: 5,495 shares; 2025Q2: 5,512 shares; 2025Q3: 5,567 shares; 2025Q4: 5,210 shares 5,210 $1.5M 0.19% -357 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: 1,216 shares; 2024Q4: 1,156 shares; 2025Q1: not reported; 2025Q2: 4,536 shares; 2025Q3: 4,954 shares; 2025Q4: 4,739 shares 4,739 $1.48M 0.19% -215 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: 4,019 shares; 2024Q4: 3,999 shares; 2025Q1: 4,062 shares; 2025Q2: 4,169 shares; 2025Q3: 4,222 shares; 2025Q4: 4,285 shares 4,285 $1.47M 0.19% +63 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: 8,684 shares; 2024Q4: 4,314 shares; 2025Q1: 3,964 shares; 2025Q2: 4,014 shares; 2025Q3: 4,184 shares; 2025Q4: 4,221 shares 4,221 $1.46M 0.18% +37 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,569 shares; 2024Q4: 4,965 shares; 2025Q1: 4,836 shares; 2025Q2: 4,789 shares; 2025Q3: 4,926 shares; 2025Q4: 4,889 shares 4,889 $1.42M 0.18% -37 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,435 shares; 2024Q4: 3,951 shares; 2025Q1: 4,184 shares; 2025Q2: 4,596 shares; 2025Q3: 4,925 shares; 2025Q4: 4,950 shares 4,950 $1.41M 0.18% +25 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,224 shares; 2025Q1: 1,233 shares; 2025Q2: 1,257 shares; 2025Q3: 1,281 shares; 2025Q4: 1,302 shares 1,302 $1.39M 0.18% +21 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: 11,755 shares; 2024Q4: 11,559 shares; 2025Q1: 11,407 shares; 2025Q2: 11,396 shares; 2025Q3: 11,362 shares; 2025Q4: 11,304 shares 11,304 $1.36M 0.17% -58 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,585 shares; 2024Q4: 1,310 shares; 2025Q1: 1,228 shares; 2025Q2: 1,047 shares; 2025Q3: 2,785 shares; 2025Q4: 2,775 shares 2,775 $1.35M 0.17% -10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,613 shares; 2024Q4: 41,826 shares; 2025Q1: 41,534 shares; 2025Q2: 41,534 shares; 2025Q3: 41,102 shares; 2025Q4: 41,102 shares 41,102 $1.34M 0.17% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,930 shares; 2025Q1: 1,941 shares; 2025Q2: 1,980 shares; 2025Q3: 2,087 shares; 2025Q4: 2,135 shares 2,135 $1.33M 0.17% +48 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,700 shares; 2025Q1: 1,703 shares; 2025Q2: 1,737 shares; 2025Q3: 1,734 shares; 2025Q4: 1,709 shares 1,709 $1.32M 0.17% -25 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,022 shares; 2025Q1: 1,028 shares; 2025Q2: 14,572 shares; 2025Q3: 13,714 shares; 2025Q4: 13,961 shares 13,961 $1.27M 0.16% +247 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,270 shares; 2024Q4: 9,675 shares; 2025Q1: 8,953 shares; 2025Q2: 9,640 shares; 2025Q3: 9,493 shares; 2025Q4: 9,563 shares 9,563 $1.22M 0.15% +70 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: 5,356 shares; 2024Q4: 5,970 shares; 2025Q1: 4,066 shares; 2025Q2: 4,121 shares; 2025Q3: 4,593 shares; 2025Q4: 4,695 shares 4,695 $1.22M 0.15% +102 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,183 shares; 2025Q1: 2,401 shares; 2025Q2: 2,600 shares; 2025Q3: 2,547 shares; 2025Q4: 2,574 shares 2,574 $1.2M 0.15% +27 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: 6,529 shares; 2024Q4: 6,349 shares; 2025Q1: 6,313 shares; 2025Q2: 9,230 shares; 2025Q3: 7,122 shares; 2025Q4: 7,166 shares 7,166 $1.15M 0.14% +44 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,373 shares; 2024Q4: 5,448 shares; 2025Q1: 5,580 shares; 2025Q2: 6,088 shares; 2025Q3: 6,345 shares; 2025Q4: 6,880 shares 6,880 $1.11M 0.14% +535 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,370 shares; 2024Q4: 5,463 shares; 2025Q1: 5,538 shares; 2025Q2: 5,673 shares; 2025Q3: 6,732 shares; 2025Q4: 7,709 shares 7,709 $1.1M 0.14% +977 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,757 shares; 2025Q1: 1,314 shares; 2025Q2: 1,345 shares; 2025Q3: 1,328 shares; 2025Q4: 1,306 shares 1,306 $1.1M 0.14% -22 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,557 shares; 2024Q4: 12,713 shares; 2025Q1: 13,060 shares; 2025Q2: 13,351 shares; 2025Q3: 13,564 shares; 2025Q4: 13,673 shares 13,673 $1.08M 0.14% +109 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 8,587 shares; 2025Q1: 8,785 shares; 2025Q2: 8,921 shares; 2025Q3: 9,105 shares; 2025Q4: 9,205 shares 9,205 $1.07M 0.13% +100 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,516 shares 45,516 $1.07M 0.13% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,650 shares; 2024Q4: 14,733 shares; 2025Q1: 14,733 shares; 2025Q2: 14,653 shares; 2025Q3: 14,653 shares; 2025Q4: 14,653 shares 14,653 $1.06M 0.13% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,214 shares 48,214 $1.06M 0.13% new 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: 15,951 shares; 2024Q4: 15,979 shares; 2025Q1: 15,858 shares; 2025Q2: 16,790 shares; 2025Q3: 16,586 shares; 2025Q4: 19,183 shares 19,183 $1.06M 0.13% +2,597 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,356 shares; 2024Q4: 9,427 shares; 2025Q1: 8,626 shares; 2025Q2: 8,807 shares; 2025Q3: 9,028 shares; 2025Q4: 9,245 shares 9,245 $1.04M 0.13% +217 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,918 shares; 2024Q4: 6,775 shares; 2025Q1: 7,786 shares; 2025Q2: 8,176 shares; 2025Q3: 8,499 shares; 2025Q4: 11,783 shares 11,783 $1.04M 0.13% +3,284 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: 3,609 shares; 2024Q4: 3,834 shares; 2025Q1: 3,183 shares; 2025Q2: 3,341 shares; 2025Q3: 3,450 shares; 2025Q4: 3,453 shares 3,453 $1.02M 0.13% +3 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: 356 shares; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,490 shares; 2025Q4: 1,543 shares 1,543 $1.02M 0.13% +53 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,666 shares; 2024Q4: 23,626 shares; 2025Q1: 23,946 shares; 2025Q2: 23,422 shares; 2025Q3: 24,306 shares; 2025Q4: 25,404 shares 25,404 $995K 0.13% +1,098 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,743 shares 46,743 $989K 0.12% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,002 shares; 2024Q4: 5,055 shares; 2025Q1: 5,146 shares; 2025Q2: 5,226 shares; 2025Q3: 5,362 shares; 2025Q4: 7,565 shares 7,565 $966K 0.12% +2,203 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: 3,667 shares; 2024Q4: 3,657 shares; 2025Q1: 3,176 shares; 2025Q2: 3,137 shares; 2025Q3: 3,187 shares; 2025Q4: 3,156 shares 3,156 $965K 0.12% -31 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: 9,718 shares; 2024Q4: 9,563 shares; 2025Q1: 8,344 shares; 2025Q2: 8,607 shares; 2025Q3: 8,702 shares; 2025Q4: 9,109 shares 9,109 $959K 0.12% +407 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,143 shares 4,143 $958K 0.12% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,642 shares 36,642 $958K 0.12% new 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: not reported; 2025Q3: not reported; 2025Q4: 36,280 shares 36,280 $957K 0.12% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,469 shares 37,469 $957K 0.12% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,774 shares; 2025Q2: 1,813 shares; 2025Q3: 1,837 shares; 2025Q4: 1,856 shares 1,856 $947K 0.12% +19 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 428 shares; 2025Q1: 419 shares; 2025Q2: 416 shares; 2025Q3: 433 shares; 2025Q4: 437 shares 437 $939K 0.12% +4 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,811 shares; 2024Q4: 10,847 shares; 2025Q1: 9,507 shares; 2025Q2: 9,706 shares; 2025Q3: 9,796 shares; 2025Q4: 9,919 shares 9,919 $929K 0.12% +123 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,984 shares; 2025Q1: 18,893 shares; 2025Q2: 19,852 shares; 2025Q3: 20,196 shares; 2025Q4: 20,391 shares 20,391 $926K 0.12% +195 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,089 shares; 2024Q4: 18,317 shares; 2025Q1: 18,709 shares; 2025Q2: 19,040 shares; 2025Q3: 19,419 shares; 2025Q4: 19,757 shares 19,757 $925K 0.12% +338 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: 1,846 shares; 2024Q4: 1,846 shares; 2025Q1: 1,846 shares; 2025Q2: 1,846 shares; 2025Q3: 1,846 shares; 2025Q4: 4,886 shares 4,886 $906K 0.11% +3,040 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: 22,193 shares; 2024Q4: 22,590 shares; 2025Q1: 20,798 shares; 2025Q2: 21,212 shares; 2025Q3: 21,881 shares; 2025Q4: 22,092 shares 22,092 $900K 0.11% +211 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: 13,916 shares; 2024Q4: 13,780 shares; 2025Q1: 12,469 shares; 2025Q2: 12,687 shares; 2025Q3: 12,822 shares; 2025Q4: 12,819 shares 12,819 $896K 0.11% -3 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,866 shares; 2024Q4: 9,359 shares; 2025Q1: 9,549 shares; 2025Q2: 9,280 shares; 2025Q3: 10,789 shares; 2025Q4: 11,202 shares 11,202 $893K 0.11% +413 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: 4,721 shares; 2024Q4: 4,748 shares; 2025Q1: 4,832 shares; 2025Q2: 4,971 shares; 2025Q3: 5,070 shares; 2025Q4: 5,088 shares 5,088 $870K 0.11% +18 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,455 shares; 2024Q4: 29,988 shares; 2025Q1: 29,839 shares; 2025Q2: 30,406 shares; 2025Q3: 31,036 shares; 2025Q4: 31,375 shares 31,375 $862K 0.11% +339 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,256 shares; 2024Q4: 14,268 shares; 2025Q1: 14,550 shares; 2025Q2: 15,418 shares; 2025Q3: 15,406 shares; 2025Q4: 15,590 shares 15,590 $832K 0.1% +184 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,295 shares; 2024Q4: 2,324 shares; 2025Q1: 2,356 shares; 2025Q2: 2,389 shares; 2025Q3: 2,437 shares; 2025Q4: 2,459 shares 2,459 $828K 0.1% +22 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: not reported; 2025Q3: 3,094 shares; 2025Q4: 4,652 shares 4,652 $827K 0.1% +1,558 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,036 shares 16,036 $820K 0.1% new 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: 6,142 shares; 2024Q4: 6,115 shares; 2025Q1: 6,155 shares; 2025Q2: 6,398 shares; 2025Q3: 6,356 shares; 2025Q4: 6,532 shares 6,532 $818K 0.1% +176 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 1,640 shares; 2025Q1: 1,643 shares; 2025Q2: 1,685 shares; 2025Q3: 1,717 shares; 2025Q4: 3,607 shares 3,607 $817K 0.1% +1,890 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,040 shares; 2024Q4: 33,913 shares; 2025Q1: 30,281 shares; 2025Q2: 30,712 shares; 2025Q3: 31,932 shares; 2025Q4: 32,148 shares 32,148 $799K 0.1% +216 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.09% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 645 shares; 2025Q4: 1,095 shares 1,095 $738K 0.09% +450 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 415 shares; 2025Q1: 404 shares; 2025Q2: 402 shares; 2025Q3: 427 shares; 2025Q4: 430 shares 430 $727K 0.09% +3 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: not reported; 2024Q4: 2,282 shares; 2025Q1: 2,389 shares; 2025Q2: 2,430 shares; 2025Q3: 2,480 shares; 2025Q4: 2,515 shares 2,515 $726K 0.09% +35 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: 5,650 shares; 2024Q4: 5,466 shares; 2025Q1: 5,083 shares; 2025Q2: 5,191 shares; 2025Q3: 5,143 shares; 2025Q4: 5,016 shares 5,016 $720K 0.09% -127 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 1,755 shares; 2025Q1: 1,756 shares; 2025Q2: 1,795 shares; 2025Q3: 1,809 shares; 2025Q4: 1,767 shares 1,767 $709K 0.09% -42 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,568 shares; 2024Q4: 16,568 shares; 2025Q1: 16,568 shares; 2025Q2: 16,315 shares; 2025Q3: 15,357 shares; 2025Q4: 15,103 shares 15,103 $707K 0.09% -254 Timeline IWP 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: 4,975 shares; 2024Q4: 4,738 shares; 2025Q1: 4,738 shares; 2025Q2: 4,738 shares; 2025Q3: 4,730 shares; 2025Q4: 5,142 shares 5,142 $704K 0.09% +412 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: 10,169 shares; 2024Q4: 10,463 shares; 2025Q1: 10,495 shares; 2025Q2: 10,712 shares; 2025Q3: 8,371 shares; 2025Q4: 8,064 shares 8,064 $703K 0.09% -307 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,062 shares; 2024Q4: 11,726 shares; 2025Q1: 11,376 shares; 2025Q2: 10,890 shares; 2025Q3: 10,610 shares; 2025Q4: 10,423 shares 10,423 $701K 0.09% -187 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,486 shares; 2024Q4: 17,871 shares; 2025Q1: 18,220 shares; 2025Q2: 18,536 shares; 2025Q3: 18,748 shares; 2025Q4: 18,946 shares 18,946 $687K 0.09% +198 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 2,989 shares; 2025Q4: 3,014 shares 3,014 $671K 0.08% +25 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,173 shares; 2024Q4: 5,263 shares; 2025Q1: 5,362 shares; 2025Q2: 5,441 shares; 2025Q3: 5,563 shares; 2025Q4: 5,719 shares 5,719 $667K 0.08% +156 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,180 shares; 2024Q4: 12,144 shares; 2025Q1: 10,493 shares; 2025Q2: 11,044 shares; 2025Q3: 11,495 shares; 2025Q4: 11,562 shares 11,562 $667K 0.08% +67 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: 1,367 shares; 2024Q4: 1,367 shares; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: 1,405 shares 1,405 $665K 0.08% +38 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,407 shares 27,407 $664K 0.08% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,304 shares; 2025Q1: 1,165 shares; 2025Q2: 1,165 shares; 2025Q3: 1,165 shares; 2025Q4: 1,200 shares 1,200 $663K 0.08% +35 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,028 shares; 2024Q4: 3,020 shares; 2025Q1: 3,024 shares; 2025Q2: 3,103 shares; 2025Q3: 3,109 shares; 2025Q4: 3,073 shares 3,073 $656K 0.08% -36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,575 shares 26,575 $645K 0.08% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,718 shares; 2024Q4: 5,816 shares; 2025Q1: 5,989 shares; 2025Q2: 6,103 shares; 2025Q3: 6,151 shares; 2025Q4: 6,671 shares 6,671 $641K 0.08% +520 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,393 shares; 2025Q1: 2,411 shares; 2025Q2: 2,460 shares; 2025Q3: 2,574 shares; 2025Q4: 2,870 shares 2,870 $641K 0.08% +296 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: 2,729 shares; 2024Q4: 2,787 shares; 2025Q1: 2,856 shares; 2025Q2: 2,925 shares; 2025Q3: 2,994 shares; 2025Q4: 3,053 shares 3,053 $637K 0.08% +59 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,662 shares; 2024Q4: 9,319 shares; 2025Q1: 9,277 shares; 2025Q2: 9,475 shares; 2025Q3: 7,324 shares; 2025Q4: 7,363 shares 7,363 $637K 0.08% +39 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,182 shares; 2024Q4: 14,406 shares; 2025Q1: 14,479 shares; 2025Q2: 14,680 shares; 2025Q3: 14,903 shares; 2025Q4: 21,283 shares 21,283 $636K 0.08% +6,380 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: 25,243 shares; 2024Q4: 25,693 shares; 2025Q1: 24,396 shares; 2025Q2: 24,719 shares; 2025Q3: 25,291 shares; 2025Q4: 25,548 shares 25,548 $636K 0.08% +257 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF 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: 14,908 shares; 2025Q4: 13,513 shares 13,513 $630K 0.08% -1,395 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: 1,520 shares; 2024Q4: 1,342 shares; 2025Q1: 1,357 shares; 2025Q2: 1,369 shares; 2025Q3: 1,376 shares; 2025Q4: 1,383 shares 1,383 $616K 0.08% +7 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 916 shares; 2024Q4: 984 shares; 2025Q1: 998 shares; 2025Q2: 1,000 shares; 2025Q3: 1,063 shares; 2025Q4: 1,069 shares 1,069 $613K 0.08% +6 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,288 shares; 2024Q4: 4,338 shares; 2025Q1: 4,455 shares; 2025Q2: 4,559 shares; 2025Q3: 4,678 shares; 2025Q4: 4,805 shares 4,805 $608K 0.08% +127 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,766 shares; 2024Q4: 2,708 shares; 2025Q1: 2,724 shares; 2025Q2: 2,773 shares; 2025Q3: 2,794 shares; 2025Q4: 2,702 shares 2,702 $604K 0.08% -92 Timeline IBTH 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: 26,700 shares 26,700 $600K 0.08% new Timeline IBTI 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: 26,806 shares 26,806 $600K 0.08% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,683 shares; 2024Q4: 6,843 shares; 2025Q1: 7,019 shares; 2025Q2: 7,169 shares; 2025Q3: 7,321 shares; 2025Q4: 7,445 shares 7,445 $598K 0.08% +124 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,531 shares; 2025Q4: 5,642 shares 5,642 $588K 0.07% +2,111 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,621 shares; 2024Q4: 19,863 shares; 2025Q1: 19,764 shares; 2025Q2: 19,764 shares; 2025Q3: 19,764 shares; 2025Q4: 19,764 shares 19,764 $585K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,408 shares 22,408 $570K 0.07% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 2,723 shares; 2025Q1: 2,788 shares; 2025Q2: 2,844 shares; 2025Q3: 2,911 shares; 2025Q4: 2,936 shares 2,936 $570K 0.07% +25 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: 549 shares; 2025Q2: 556 shares; 2025Q3: 982 shares; 2025Q4: 974 shares 974 $566K 0.07% -8 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: 1,161 shares; 2024Q4: 1,175 shares; 2025Q1: 1,198 shares; 2025Q2: 1,125 shares; 2025Q3: 1,147 shares; 2025Q4: 1,169 shares 1,169 $566K 0.07% +22 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,377 shares; 2025Q1: 640 shares; 2025Q2: 655 shares; 2025Q3: 663 shares; 2025Q4: 601 shares 601 $545K 0.07% -62 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,392 shares; 2025Q1: 4,745 shares; 2025Q2: 4,850 shares; 2025Q3: 4,867 shares; 2025Q4: 4,855 shares 4,855 $531K 0.07% -12 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,809 shares 2,809 $518K 0.07% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,503 shares; 2024Q4: 7,466 shares; 2025Q1: 7,479 shares; 2025Q2: 7,650 shares; 2025Q3: 7,687 shares; 2025Q4: 7,553 shares 7,553 $517K 0.06% -134 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: 988 shares; 2024Q4: 965 shares; 2025Q1: 966 shares; 2025Q2: 990 shares; 2025Q3: 994 shares; 2025Q4: 978 shares 978 $511K 0.06% -16 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL 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: 791 shares; 2025Q2: 1,094 shares; 2025Q3: 1,356 shares; 2025Q4: 1,430 shares 1,430 $511K 0.06% +74 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,820 shares; 2024Q4: 2,860 shares; 2025Q1: 2,942 shares; 2025Q2: 2,998 shares; 2025Q3: 3,072 shares; 2025Q4: 5,720 shares 5,720 $508K 0.06% +2,648 Timeline VSGX 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: 6,030 shares; 2024Q4: 7,081 shares; 2025Q1: 7,081 shares; 2025Q2: 7,081 shares; 2025Q3: 7,081 shares; 2025Q4: 7,081 shares 7,081 $507K 0.06% 0 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: 1,555 shares; 2024Q4: 1,564 shares; 2025Q1: 1,605 shares; 2025Q2: 1,528 shares; 2025Q3: 1,560 shares; 2025Q4: 1,535 shares 1,535 $507K 0.06% -25 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 982 shares; 2025Q1: 997 shares; 2025Q2: 999 shares; 2025Q3: 1,062 shares; 2025Q4: 1,111 shares 1,111 $504K 0.06% +49 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,233 shares; 2025Q1: 1,240 shares; 2025Q2: 1,282 shares; 2025Q3: 1,298 shares; 2025Q4: 1,279 shares 1,279 $500K 0.06% -19 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: 8,525 shares; 2024Q4: 24,275 shares; 2025Q1: 24,275 shares; 2025Q2: 18,979 shares; 2025Q3: 18,979 shares; 2025Q4: 18,979 shares 18,979 $498K 0.06% 0 Timeline INSM INSMED INC More: the full row for INSMED 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: 2,849 shares 2,849 $496K 0.06% new Timeline IBCA 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: 19,085 shares 19,085 $495K 0.06% new 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: 3,731 shares; 2024Q4: 3,828 shares; 2025Q1: 3,945 shares; 2025Q2: 4,036 shares; 2025Q3: 4,257 shares; 2025Q4: 4,266 shares 4,266 $492K 0.06% +9 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,735 shares; 2025Q3: 1,772 shares; 2025Q4: 1,780 shares 1,780 $490K 0.06% +8 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,204 shares; 2024Q4: 1,222 shares; 2025Q1: 1,207 shares; 2025Q2: 1,172 shares; 2025Q3: 1,158 shares; 2025Q4: 1,162 shares 1,162 $484K 0.06% +4 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: not reported; 2025Q1: 703 shares; 2025Q2: 703 shares; 2025Q3: 780 shares; 2025Q4: 710 shares 710 $480K 0.06% -70 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,493 shares; 2024Q4: 3,537 shares; 2025Q1: 4,166 shares; 2025Q2: 4,168 shares; 2025Q3: 4,443 shares; 2025Q4: 4,458 shares 4,458 $458K 0.06% +15 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: 1,805 shares; 2024Q4: 1,842 shares; 2025Q1: 1,885 shares; 2025Q2: 1,699 shares; 2025Q3: 1,736 shares; 2025Q4: 1,756 shares 1,756 $452K 0.06% +20 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,110 shares; 2024Q4: 2,408 shares; 2025Q1: 2,442 shares; 2025Q2: 2,450 shares; 2025Q3: 2,552 shares; 2025Q4: 2,769 shares 2,769 $448K 0.06% +217 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 3,264 shares; 2025Q1: 3,362 shares; 2025Q2: 3,437 shares; 2025Q3: 3,510 shares; 2025Q4: 3,522 shares 3,522 $432K 0.05% +12 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS 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: 3,726 shares; 2025Q2: 4,420 shares; 2025Q3: 5,787 shares; 2025Q4: 5,075 shares 5,075 $428K 0.05% -712 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: 1,707 shares; 2024Q4: 1,749 shares; 2025Q1: 1,785 shares; 2025Q2: 1,825 shares; 2025Q3: 1,845 shares; 2025Q4: 1,867 shares 1,867 $427K 0.05% +22 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: 4,406 shares; 2025Q1: 4,467 shares; 2025Q2: 4,300 shares; 2025Q3: 4,214 shares; 2025Q4: 4,238 shares 4,238 $417K 0.05% +24 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: 409 shares; 2024Q4: 399 shares; 2025Q1: 341 shares; 2025Q2: 341 shares; 2025Q3: 405 shares; 2025Q4: 461 shares 461 $398K 0.05% +56 Timeline GPCR STRUCTURE THERAPEUTICS INC More: the full row for STRUCTURE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,682 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,682 shares 5,682 $395K 0.05% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,426 shares; 2024Q4: 15,864 shares; 2025Q1: 4,942 shares; 2025Q2: 7,633 shares; 2025Q3: 7,735 shares; 2025Q4: 7,931 shares 7,931 $394K 0.05% +196 Timeline SCHC 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: 8,326 shares; 2025Q4: 8,618 shares 8,618 $392K 0.05% +292 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 1,698 shares; 2025Q1: 1,719 shares; 2025Q2: 2,000 shares; 2025Q3: 2,356 shares; 2025Q4: 2,439 shares 2,439 $391K 0.05% +83 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,520 shares; 2024Q4: 5,642 shares; 2025Q1: 5,768 shares; 2025Q2: 5,852 shares; 2025Q3: 5,979 shares; 2025Q4: 6,060 shares 6,060 $390K 0.05% +81 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,908 shares; 2024Q4: 6,001 shares; 2025Q1: 6,175 shares; 2025Q2: 6,286 shares; 2025Q3: 6,430 shares; 2025Q4: 6,559 shares 6,559 $383K 0.05% +129 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: 583 shares; 2025Q3: 582 shares; 2025Q4: 575 shares 575 $381K 0.05% -7 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,246 shares; 2025Q4: 1,242 shares 1,242 $375K 0.05% -4 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,486 shares; 2024Q4: 4,395 shares; 2025Q1: 4,452 shares; 2025Q2: 8,925 shares; 2025Q3: 9,005 shares; 2025Q4: 9,070 shares 9,070 $364K 0.05% +65 Timeline SCHE 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: 11,030 shares; 2024Q4: 11,030 shares; 2025Q1: 11,377 shares; 2025Q2: 11,030 shares; 2025Q3: 11,030 shares; 2025Q4: 11,030 shares 11,030 $361K 0.05% 0 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 2,308 shares; 2025Q1: 2,311 shares; 2025Q2: 2,362 shares; 2025Q3: 2,375 shares; 2025Q4: 2,333 shares 2,333 $356K 0.04% -42 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,379 shares; 2025Q1: 1,432 shares; 2025Q2: 1,459 shares; 2025Q3: 1,500 shares; 2025Q4: 1,529 shares 1,529 $341K 0.04% +29 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,567 shares; 2024Q4: 5,646 shares; 2025Q1: 5,814 shares; 2025Q2: 5,934 shares; 2025Q3: 6,070 shares; 2025Q4: 6,186 shares 6,186 $338K 0.04% +116 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,210 shares; 2025Q3: 1,242 shares; 2025Q4: 1,256 shares 1,256 $337K 0.04% +14 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,211 shares; 2025Q1: 8,237 shares; 2025Q2: 8,594 shares; 2025Q3: 8,707 shares; 2025Q4: 8,753 shares 8,753 $336K 0.04% +46 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,278 shares; 2024Q4: 27,549 shares; 2025Q1: 27,433 shares; 2025Q2: 28,038 shares; 2025Q3: 19,455 shares; 2025Q4: 8,731 shares 8,731 $323K 0.04% -10,724 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: 1,012 shares; 2024Q4: 1,012 shares; 2025Q1: 994 shares; 2025Q2: 991 shares; 2025Q3: 1,225 shares; 2025Q4: 1,218 shares 1,218 $314K 0.04% -7 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,285 shares; 2024Q4: 5,830 shares; 2025Q1: 5,706 shares; 2025Q2: 5,723 shares; 2025Q3: 3,328 shares; 2025Q4: 3,193 shares 3,193 $306K 0.04% -135 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: 7,897 shares; 2024Q4: 7,665 shares; 2025Q1: 7,047 shares; 2025Q2: 5,478 shares; 2025Q3: 5,095 shares; 2025Q4: 4,037 shares 4,037 $297K 0.04% -1,058 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR 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: 4,618 shares; 2025Q4: 4,633 shares 4,633 $282K 0.04% +15 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,986 shares; 2024Q4: 5,072 shares; 2025Q1: 5,147 shares; 2025Q2: 5,163 shares; 2025Q3: 4,693 shares; 2025Q4: 5,274 shares 5,274 $276K 0.03% +581 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,194 shares; 2025Q3: 1,225 shares; 2025Q4: 1,331 shares 1,331 $273K 0.03% +106 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: 2,985 shares; 2024Q4: 2,985 shares; 2025Q1: 2,285 shares; 2025Q2: 2,285 shares; 2025Q3: 1,871 shares; 2025Q4: 1,867 shares 1,867 $270K 0.03% -4 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: 1,442 shares; 2024Q4: 1,466 shares; 2025Q1: 1,484 shares; 2025Q2: 1,486 shares; 2025Q3: 1,525 shares; 2025Q4: 1,534 shares 1,534 $269K 0.03% +9 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 591 shares; 2025Q1: 598 shares; 2025Q2: 597 shares; 2025Q3: not reported; 2025Q4: 702 shares 702 $267K 0.03% new Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,737 shares; 2024Q4: 4,837 shares; 2025Q1: 4,972 shares; 2025Q2: 5,059 shares; 2025Q3: 5,170 shares; 2025Q4: 5,907 shares 5,907 $264K 0.03% +737 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,360 shares; 2025Q4: 1,372 shares 1,372 $262K 0.03% +12 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS 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: 10,323 shares; 2025Q2: 10,346 shares; 2025Q3: 9,400 shares; 2025Q4: 9,409 shares 9,409 $259K 0.03% +9 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,934 shares; 2024Q4: 32,456 shares; 2025Q1: 18,079 shares; 2025Q2: 8,076 shares; 2025Q3: 4,516 shares; 2025Q4: 2,909 shares 2,909 $257K 0.03% -1,607 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION 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: 22,610 shares; 2025Q4: 64,822 shares 64,822 $249K 0.03% +42,212 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,161 shares; 2025Q4: 1,170 shares 1,170 $248K 0.03% +9 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,615 shares; 2024Q4: 22,930 shares; 2025Q1: 23,208 shares; 2025Q2: 23,257 shares; 2025Q3: 30,387 shares; 2025Q4: 30,496 shares 30,496 $242K 0.03% +109 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: 1,269 shares; 2024Q4: 1,269 shares; 2025Q1: 1,269 shares; 2025Q2: 1,269 shares; 2025Q3: 1,280 shares; 2025Q4: 1,213 shares 1,213 $237K 0.03% -67 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF 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: 3,057 shares; 2025Q3: 3,057 shares; 2025Q4: 3,057 shares 3,057 $227K 0.03% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,077 shares; 2024Q4: 25,739 shares; 2025Q1: 19,096 shares; 2025Q2: 7,822 shares; 2025Q3: 5,036 shares; 2025Q4: 4,277 shares 4,277 $226K 0.03% -759 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,824 shares; 2025Q3: 2,824 shares; 2025Q4: 2,824 shares 2,824 $225K 0.03% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 727 shares; 2025Q2: 885 shares; 2025Q3: 952 shares; 2025Q4: 909 shares 909 $225K 0.03% -43 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 433 shares; 2025Q4: 297 shares 297 $224K 0.03% -136 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,238 shares 1,238 $223K 0.03% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 423 shares; 2025Q1: 430 shares; 2025Q2: 426 shares; 2025Q3: 428 shares; 2025Q4: 435 shares 435 $222K 0.03% +7 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL 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: 2,401 shares 2,401 $215K 0.03% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,402 shares; 2024Q4: 12,661 shares; 2025Q1: 12,890 shares; 2025Q2: 13,046 shares; 2025Q3: 13,280 shares; 2025Q4: 13,329 shares 13,329 $214K 0.03% +49 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO 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: 901 shares 901 $210K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 639 shares 639 $209K 0.03% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,124 shares; 2024Q4: 2,115 shares; 2025Q1: 1,517 shares; 2025Q2: 1,517 shares; 2025Q3: 1,517 shares; 2025Q4: 1,278 shares 1,278 $209K 0.03% -239 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,327 shares; 2024Q4: 51,176 shares; 2025Q1: 289,663 shares; 2025Q2: 216,317 shares; 2025Q3: 171,808 shares; 2025Q4: 16,612 shares 16,612 $206K 0.03% -155,196 Timeline OVV OVINTIV INC More: the full row for OVINTIV 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: 4,938 shares; 2025Q2: not reported; 2025Q3: 5,132 shares; 2025Q4: 5,181 shares 5,181 $203K 0.03% +49 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: 4,344 shares; 2024Q4: not reported; 2025Q1: 4,344 shares; 2025Q2: 4,344 shares; 2025Q3: 4,344 shares; 2025Q4: 4,344 shares 4,344 $202K 0.03% 0 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,131 shares; 2025Q2: 12,131 shares; 2025Q3: 12,131 shares; 2025Q4: 12,131 shares 12,131 $200K 0.03% 0 Timeline LPRO OPEN LENDING CORP More: the full row for OPEN LENDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,421 shares; 2024Q4: 33,421 shares; 2025Q1: 33,421 shares; 2025Q2: 46,396 shares; 2025Q3: 46,396 shares; 2025Q4: 46,396 shares 46,396 $71.9K 0.01% 0 Timeline