LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546,870 shares; 2024Q4: 547,438 shares; 2025Q1: 550,310 shares; 2025Q2: 557,659 shares 557,659 $435M 23.82% +7,349 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,051 shares; 2024Q4: 247,578 shares; 2025Q1: 250,310 shares; 2025Q2: 256,906 shares 256,906 $160M 8.74% +6,596 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181,060 shares; 2024Q4: 1,133,441 shares; 2025Q1: 1,151,952 shares; 2025Q2: 1,180,815 shares 1,180,815 $73.2M 4.01% +28,863 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910,990 shares; 2024Q4: 838,513 shares; 2025Q1: 854,454 shares; 2025Q2: 885,572 shares 885,572 $70.6M 3.87% +31,118 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 957,352 shares; 2024Q4: 1,906,668 shares; 2025Q1: 1,891,714 shares; 2025Q2: 1,881,382 shares 1,881,382 $41.6M 2.28% -10,332 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,347 shares; 2024Q4: 87,911 shares; 2025Q1: 83,801 shares; 2025Q2: 83,361 shares 83,361 $41.5M 2.27% -440 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 762,196 shares 762,196 $38.3M 2.1% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,108 shares; 2024Q4: 153,462 shares; 2025Q1: 154,506 shares; 2025Q2: 147,666 shares 147,666 $30.3M 1.66% -6,840 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,261 shares; 2024Q4: 62,594 shares; 2025Q1: 90,916 shares; 2025Q2: 108,742 shares 108,742 $30M 1.64% +17,826 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,466 shares; 2024Q4: 52,185 shares; 2025Q1: 51,645 shares; 2025Q2: 65,626 shares 65,626 $19M 1.04% +13,981 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,726 shares; 2024Q4: 164,899 shares; 2025Q1: 164,803 shares; 2025Q2: 164,692 shares 164,692 $18M 0.99% -111 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,195 shares; 2024Q4: 57,580 shares; 2025Q1: 50,385 shares; 2025Q2: 49,994 shares 49,994 $17.8M 0.98% -391 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,605 shares; 2024Q4: 165,475 shares; 2025Q1: 164,010 shares; 2025Q2: 162,289 shares 162,289 $17.5M 0.96% -1,721 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,853 shares; 2024Q4: 95,112 shares; 2025Q1: 97,244 shares; 2025Q2: 96,484 shares 96,484 $17.1M 0.94% -760 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,161 shares; 2024Q4: 101,516 shares; 2025Q1: 108,695 shares; 2025Q2: 108,308 shares 108,308 $17.1M 0.94% -387 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,214 shares; 2024Q4: 151,809 shares; 2025Q1: 157,196 shares; 2025Q2: 159,031 shares 159,031 $16.2M 0.89% +1,835 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,852 shares; 2024Q4: 299,873 shares; 2025Q1: 311,312 shares; 2025Q2: 311,295 shares 311,295 $14M 0.77% -17 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,229 shares; 2024Q4: 239,034 shares; 2025Q1: 244,454 shares; 2025Q2: 246,185 shares 246,185 $13M 0.71% +1,731 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,118 shares; 2024Q4: 107,601 shares; 2025Q1: 106,614 shares; 2025Q2: 80,876 shares 80,876 $12.9M 0.71% -25,738 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,256 shares; 2024Q4: 28,926 shares; 2025Q1: 28,978 shares; 2025Q2: 27,491 shares 27,491 $12.7M 0.7% -1,487 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,496 shares; 2024Q4: 317,899 shares; 2025Q1: 316,852 shares; 2025Q2: 314,059 shares 314,059 $12.7M 0.69% -2,793 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,616 shares; 2024Q4: 344,504 shares; 2025Q1: 343,153 shares; 2025Q2: 342,310 shares 342,310 $12.5M 0.69% -843 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,749 shares; 2024Q4: 81,211 shares; 2025Q1: 80,092 shares; 2025Q2: 84,525 shares 84,525 $12.1M 0.66% +4,433 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,371 shares; 2024Q4: 50,314 shares; 2025Q1: 52,467 shares; 2025Q2: 52,898 shares 52,898 $11.6M 0.64% +431 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,057 shares; 2024Q4: 229,046 shares; 2025Q1: 230,303 shares; 2025Q2: 230,785 shares 230,785 $10.9M 0.6% +482 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,164 shares; 2024Q4: 52,952 shares; 2025Q1: 53,063 shares; 2025Q2: 53,268 shares 53,268 $10.3M 0.57% +205 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,005 shares; 2024Q4: 131,045 shares; 2025Q1: 130,151 shares; 2025Q2: 129,165 shares 129,165 $10.2M 0.56% -986 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,600 shares; 2024Q4: 38,709 shares; 2025Q1: 38,450 shares; 2025Q2: 38,186 shares 38,186 $10.2M 0.56% -264 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,136 shares; 2024Q4: 240,154 shares; 2025Q1: 240,412 shares; 2025Q2: 224,855 shares 224,855 $10.2M 0.56% -15,557 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,224 shares; 2024Q4: 43,984 shares; 2025Q1: 43,501 shares; 2025Q2: 42,700 shares 42,700 $10.2M 0.56% -801 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,923 shares; 2024Q4: 79,303 shares; 2025Q1: 78,864 shares; 2025Q2: 75,993 shares 75,993 $10M 0.55% -2,871 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,357 shares; 2024Q4: 60,593 shares; 2025Q1: 60,036 shares; 2025Q2: 59,396 shares 59,396 $10M 0.55% -640 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,823 shares; 2024Q4: 9,677 shares; 2025Q1: 10,106 shares; 2025Q2: 10,021 shares 10,021 $9.92M 0.54% -85 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,807 shares; 2024Q4: 210,866 shares; 2025Q1: 208,983 shares; 2025Q2: 209,996 shares 209,996 $9.52M 0.52% +1,013 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,244 shares; 2024Q4: 15,639 shares; 2025Q1: 24,485 shares; 2025Q2: 24,511 shares 24,511 $9.52M 0.52% +26 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,665 shares; 2024Q4: 121,946 shares; 2025Q1: 120,215 shares; 2025Q2: 118,931 shares 118,931 $9.45M 0.52% -1,284 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,647 shares; 2024Q4: 51,612 shares; 2025Q1: 50,759 shares; 2025Q2: 50,327 shares 50,327 $9.34M 0.51% -432 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,923 shares; 2024Q4: 49,089 shares; 2025Q1: 49,650 shares; 2025Q2: 45,555 shares 45,555 $9.32M 0.51% -4,095 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,285 shares; 2024Q4: 25,575 shares; 2025Q1: 26,061 shares; 2025Q2: 25,674 shares 25,674 $9.12M 0.5% -387 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,099 shares; 2024Q4: 41,452 shares; 2025Q1: 56,409 shares; 2025Q2: 56,316 shares 56,316 $8.97M 0.49% -93 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,297 shares; 2024Q4: 108,858 shares; 2025Q1: 107,732 shares; 2025Q2: 106,377 shares 106,377 $8.84M 0.48% -1,355 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,633 shares; 2024Q4: 216,752 shares; 2025Q1: 214,745 shares; 2025Q2: 171,377 shares 171,377 $8.8M 0.48% -43,368 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,482 shares; 2024Q4: 15,114 shares; 2025Q1: 14,337 shares; 2025Q2: 14,140 shares 14,140 $8.74M 0.48% -197 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,287 shares; 2024Q4: 126,632 shares; 2025Q1: 125,179 shares; 2025Q2: 124,833 shares 124,833 $8.66M 0.47% -346 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,569 shares; 2024Q4: 35,895 shares; 2025Q1: 29,218 shares; 2025Q2: 29,274 shares 29,274 $8.63M 0.47% +56 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,407 shares; 2024Q4: 57,360 shares; 2025Q1: 56,522 shares; 2025Q2: 56,372 shares 56,372 $8.61M 0.47% -150 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,537 shares; 2024Q4: 188,380 shares; 2025Q1: 188,453 shares; 2025Q2: 190,087 shares 190,087 $8.23M 0.45% +1,634 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,223 shares; 2024Q4: 83,614 shares; 2025Q1: 83,685 shares; 2025Q2: 82,973 shares 82,973 $8.11M 0.44% -712 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,333 shares; 2024Q4: 44,110 shares; 2025Q1: 100,847 shares; 2025Q2: 100,076 shares 100,076 $8.02M 0.44% -771 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,359 shares; 2024Q4: 11,071 shares; 2025Q1: 11,049 shares; 2025Q2: 10,821 shares 10,821 $7.93M 0.43% -228 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,771 shares; 2024Q4: 78,187 shares; 2025Q1: 76,631 shares; 2025Q2: 76,147 shares 76,147 $7.9M 0.43% -484 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 1,313 shares; 2025Q1: 1,323 shares; 2025Q2: 1,308 shares 1,308 $7.57M 0.41% -15 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,997 shares; 2024Q4: 16,532 shares; 2025Q1: 16,013 shares; 2025Q2: 24,109 shares 24,109 $7.52M 0.41% +8,096 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,343 shares; 2024Q4: 65,977 shares; 2025Q1: 67,706 shares; 2025Q2: 68,138 shares 68,138 $7.5M 0.41% +432 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,113 shares; 2024Q4: 15,038 shares; 2025Q1: 15,247 shares; 2025Q2: 18,738 shares 18,738 $7.25M 0.4% +3,491 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,101 shares; 2024Q4: 21,712 shares; 2025Q1: 21,872 shares; 2025Q2: 14,619 shares 14,619 $7.1M 0.39% -7,253 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,300 shares; 2024Q4: 201,177 shares; 2025Q1: 156,595 shares; 2025Q2: 155,756 shares 155,756 $6.97M 0.38% -839 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,084 shares; 2024Q4: 9,641 shares; 2025Q1: 9,695 shares; 2025Q2: 8,986 shares 8,986 $6.63M 0.36% -709 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,749 shares; 2024Q4: 33,977 shares; 2025Q1: 33,422 shares; 2025Q2: 40,561 shares 40,561 $6.63M 0.36% +7,139 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,439 shares; 2024Q4: 44,897 shares; 2025Q1: 44,494 shares; 2025Q2: 43,373 shares 43,373 $6.33M 0.35% -1,121 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,811 shares; 2024Q4: 60,407 shares; 2025Q1: 59,164 shares; 2025Q2: 58,566 shares 58,566 $6.29M 0.34% -598 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,653 shares; 2024Q4: 11,491 shares; 2025Q1: 11,364 shares; 2025Q2: 11,088 shares 11,088 $6.28M 0.34% -276 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,067 shares; 2024Q4: 68,671 shares; 2025Q1: 68,576 shares; 2025Q2: 68,344 shares 68,344 $6.22M 0.34% -232 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,570 shares; 2024Q4: 106,880 shares; 2025Q1: 101,682 shares; 2025Q2: 101,107 shares 101,107 $6.16M 0.34% -575 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,468 shares; 2024Q4: 71,441 shares; 2025Q1: 71,299 shares; 2025Q2: 70,572 shares 70,572 $6.15M 0.34% -727 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,118 shares; 2024Q4: 81,838 shares; 2025Q1: 80,770 shares; 2025Q2: 80,129 shares 80,129 $6.07M 0.33% -641 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,577 shares; 2024Q4: 44,562 shares; 2025Q1: 44,049 shares; 2025Q2: 43,893 shares 43,893 $5.95M 0.33% -156 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,875 shares; 2024Q4: 51,418 shares; 2025Q1: 50,130 shares; 2025Q2: 47,603 shares 47,603 $5.88M 0.32% -2,527 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,706 shares; 2024Q4: 83,689 shares; 2025Q1: 83,228 shares; 2025Q2: 83,875 shares 83,875 $5.86M 0.32% +647 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,236 shares; 2024Q4: 29,375 shares; 2025Q1: 29,270 shares; 2025Q2: 20,653 shares 20,653 $5.83M 0.32% -8,617 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,836 shares; 2024Q4: 273,958 shares; 2025Q1: 270,593 shares; 2025Q2: 264,764 shares 264,764 $5.82M 0.32% -5,829 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,836 shares; 2024Q4: 126,307 shares; 2025Q1: 124,721 shares; 2025Q2: 124,548 shares 124,548 $5.77M 0.32% -173 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,077 shares; 2024Q4: 22,877 shares; 2025Q1: 24,403 shares; 2025Q2: 24,160 shares 24,160 $5.63M 0.31% -243 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,255 shares; 2024Q4: 42,473 shares; 2025Q1: 64,645 shares; 2025Q2: 110,222 shares 110,222 $5.61M 0.31% +45,577 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,346 shares; 2024Q4: 102,530 shares; 2025Q1: 103,500 shares; 2025Q2: 104,828 shares 104,828 $5.59M 0.31% +1,328 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,170 shares; 2024Q4: 24,364 shares; 2025Q1: 24,819 shares; 2025Q2: 24,482 shares 24,482 $5.43M 0.3% -337 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,298 shares; 2024Q4: 60,552 shares; 2025Q1: 59,379 shares; 2025Q2: 58,599 shares 58,599 $5.38M 0.29% -780 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,865 shares; 2024Q4: 64,503 shares; 2025Q1: 66,276 shares; 2025Q2: 54,891 shares 54,891 $5.3M 0.29% -11,385 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,265 shares; 2024Q4: 22,809 shares; 2025Q1: 22,692 shares; 2025Q2: 22,559 shares 22,559 $5.19M 0.28% -133 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,193 shares; 2024Q4: 212,451 shares; 2025Q1: 211,950 shares; 2025Q2: 211,490 shares 211,490 $5.18M 0.28% -460 HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,913 shares; 2024Q4: 13,612 shares; 2025Q1: 14,029 shares; 2025Q2: 14,025 shares 14,025 $5.14M 0.28% -4 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,410 shares; 2024Q4: 15,971 shares; 2025Q1: 15,609 shares; 2025Q2: 15,354 shares 15,354 $5.08M 0.28% -255 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,178 shares; 2024Q4: 50,460 shares; 2025Q1: 49,613 shares; 2025Q2: 74,867 shares 74,867 $5.07M 0.28% +25,254 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,786 shares; 2024Q4: 52,948 shares; 2025Q1: 53,250 shares; 2025Q2: 47,953 shares 47,953 $5.06M 0.28% -5,297 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,637 shares; 2025Q1: 49,140 shares; 2025Q2: 49,015 shares 49,015 $5.01M 0.27% -125 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,991 shares; 2024Q4: 70,689 shares; 2025Q1: 70,099 shares; 2025Q2: 67,201 shares 67,201 $5.01M 0.27% -2,898 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,982 shares; 2024Q4: 34,287 shares; 2025Q1: 35,138 shares; 2025Q2: 34,845 shares 34,845 $4.94M 0.27% -293 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,316 shares; 2024Q4: 8,531 shares; 2025Q1: 8,605 shares; 2025Q2: 8,594 shares 8,594 $4.83M 0.26% -11 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,363 shares; 2024Q4: 5,333 shares; 2025Q1: 5,370 shares; 2025Q2: 5,324 shares 5,324 $4.77M 0.26% -46 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,909 shares; 2024Q4: 14,351 shares; 2025Q1: 14,156 shares; 2025Q2: 14,014 shares 14,014 $4.47M 0.24% -142 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,319 shares; 2024Q4: 184,109 shares; 2025Q1: 182,165 shares; 2025Q2: 182,241 shares 182,241 $4.42M 0.24% +76 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares 6 $4.37M 0.24% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,289 shares; 2024Q4: 76,431 shares; 2025Q1: 75,273 shares; 2025Q2: 73,874 shares 73,874 $4.31M 0.24% -1,399 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,693 shares; 2024Q4: 34,699 shares; 2025Q1: 34,489 shares; 2025Q2: 34,849 shares 34,849 $4.31M 0.24% +360 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,794 shares; 2024Q4: 106,314 shares; 2025Q1: 105,454 shares; 2025Q2: 104,012 shares 104,012 $4.28M 0.23% -1,442 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,582 shares; 2024Q4: 44,539 shares; 2025Q1: 27,184 shares; 2025Q2: 26,923 shares 26,923 $4.13M 0.23% -261 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,085 shares; 2024Q4: 24,430 shares; 2025Q1: 24,344 shares; 2025Q2: 24,105 shares 24,105 $4.09M 0.22% -239 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,924 shares; 2024Q4: 23,490 shares; 2025Q1: 23,158 shares; 2025Q2: 22,821 shares 22,821 $3.95M 0.22% -337 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,057 shares; 2024Q4: 39,599 shares; 2025Q1: 39,167 shares; 2025Q2: 39,072 shares 39,072 $3.85M 0.21% -95 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,939 shares; 2024Q4: 23,940 shares; 2025Q1: 24,782 shares; 2025Q2: 24,593 shares 24,593 $3.84M 0.21% -189 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,709 shares; 2024Q4: 35,337 shares; 2025Q1: 36,153 shares; 2025Q2: 35,537 shares 35,537 $3.82M 0.21% -616 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,515 shares; 2024Q4: 59,579 shares; 2025Q1: 41,941 shares; 2025Q2: 41,578 shares 41,578 $3.81M 0.21% -363 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,158 shares; 2024Q4: 30,431 shares; 2025Q1: 31,527 shares; 2025Q2: 30,215 shares 30,215 $3.75M 0.21% -1,312 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,068 shares; 2024Q4: 41,831 shares; 2025Q1: 41,936 shares; 2025Q2: 41,021 shares 41,021 $3.74M 0.21% -915 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,053 shares; 2024Q4: 15,031 shares; 2025Q1: 15,327 shares; 2025Q2: 15,325 shares 15,325 $3.65M 0.2% -2 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,052 shares; 2024Q4: 90,612 shares; 2025Q1: 87,324 shares; 2025Q2: 83,493 shares 83,493 $3.62M 0.2% -3,831 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 510 shares; 2025Q1: 3,394 shares; 2025Q2: 3,402 shares 3,402 $3.57M 0.2% +8 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,382 shares; 2024Q4: 8,525 shares; 2025Q1: 8,053 shares; 2025Q2: 8,058 shares 8,058 $3.42M 0.19% +5 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,580 shares; 2024Q4: 65,816 shares; 2025Q1: 65,459 shares; 2025Q2: 64,852 shares 64,852 $3.41M 0.19% -607 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,592 shares; 2024Q4: 6,295 shares; 2025Q1: 47,573 shares; 2025Q2: 47,508 shares 47,508 $3.36M 0.18% -65 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,195 shares; 2024Q4: 46,218 shares; 2025Q1: 48,520 shares; 2025Q2: 47,986 shares 47,986 $3.33M 0.18% -534 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,452 shares 60,452 $3.07M 0.17% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,952 shares; 2024Q4: 19,754 shares; 2025Q1: 19,950 shares; 2025Q2: 19,311 shares 19,311 $3.04M 0.17% -639 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,968 shares; 2024Q4: 12,072 shares; 2025Q1: 12,265 shares; 2025Q2: 9,510 shares 9,510 $3.02M 0.17% -2,755 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,928 shares; 2024Q4: 3,926 shares; 2025Q1: 3,920 shares; 2025Q2: 3,557 shares 3,557 $2.83M 0.16% -363 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,745 shares; 2024Q4: 23,276 shares; 2025Q1: 23,775 shares; 2025Q2: 23,506 shares 23,506 $2.81M 0.15% -269 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,732 shares; 2024Q4: 10,000 shares; 2025Q1: 9,864 shares; 2025Q2: 9,864 shares 9,864 $2.76M 0.15% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,321 shares; 2024Q4: 6,412 shares; 2025Q1: 5,013 shares; 2025Q2: 4,994 shares 4,994 $2.71M 0.15% -19 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,341 shares; 2025Q1: 36,505 shares; 2025Q2: 36,302 shares 36,302 $2.71M 0.15% -203 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,543 shares 38,543 $2.63M 0.14% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,318 shares; 2024Q4: 79,151 shares; 2025Q1: 80,262 shares; 2025Q2: 75,525 shares 75,525 $2.55M 0.14% -4,737 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,707 shares; 2024Q4: 10,447 shares; 2025Q1: 10,447 shares; 2025Q2: 10,447 shares 10,447 $2.48M 0.14% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,586 shares; 2024Q4: 7,661 shares; 2025Q1: 7,934 shares; 2025Q2: 8,224 shares 8,224 $2.46M 0.13% +290 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,263 shares 29,263 $2.36M 0.13% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,601 shares; 2024Q4: 25,577 shares; 2025Q1: 25,577 shares; 2025Q2: 25,577 shares 25,577 $2.35M 0.13% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,838 shares; 2025Q1: 1,838 shares; 2025Q2: 7,875 shares 7,875 $2.3M 0.13% +6,037 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,247 shares; 2024Q4: 3,852 shares; 2025Q1: 3,852 shares; 2025Q2: 3,898 shares 3,898 $2.15M 0.12% +46 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,204 shares; 2024Q4: 16,959 shares; 2025Q1: 16,495 shares; 2025Q2: 16,148 shares 16,148 $2.13M 0.12% -347 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,184 shares; 2024Q4: 7,225 shares; 2025Q1: 7,311 shares; 2025Q2: 7,209 shares 7,209 $2.08M 0.11% -102 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,611 shares; 2024Q4: 27,611 shares; 2025Q1: 27,611 shares; 2025Q2: 27,611 shares 27,611 $2.02M 0.11% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,562 shares; 2025Q2: 7,361 shares 7,361 $2.01M 0.11% -201 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,528 shares; 2024Q4: 6,237 shares; 2025Q1: 10,326 shares; 2025Q2: 10,991 shares 10,991 $1.94M 0.11% +665 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,299 shares; 2024Q4: 25,700 shares; 2025Q1: 23,188 shares; 2025Q2: 21,762 shares 21,762 $1.86M 0.1% -1,426 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,214 shares; 2024Q4: 18,582 shares; 2025Q1: 18,591 shares; 2025Q2: 18,603 shares 18,603 $1.85M 0.1% +12 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,669 shares; 2024Q4: 20,608 shares; 2025Q1: 20,608 shares; 2025Q2: 20,697 shares 20,697 $1.85M 0.1% +89 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,587 shares; 2024Q4: 5,201 shares; 2025Q1: 5,515 shares; 2025Q2: 5,389 shares 5,389 $1.64M 0.09% -126 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,192 shares; 2024Q4: 6,838 shares; 2025Q1: 6,830 shares; 2025Q2: 7,325 shares 7,325 $1.6M 0.09% +495 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,953 shares 15,953 $1.55M 0.09% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,186 shares; 2024Q4: 15,401 shares; 2025Q1: 15,504 shares; 2025Q2: 15,675 shares 15,675 $1.38M 0.08% +171 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 4,061 shares; 2025Q1: 4,332 shares; 2025Q2: 4,332 shares 4,332 $1.34M 0.07% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,516 shares; 2024Q4: 17,719 shares; 2025Q1: 17,719 shares; 2025Q2: 17,719 shares 17,719 $1.3M 0.07% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,995 shares; 2024Q4: 12,995 shares; 2025Q1: 12,995 shares; 2025Q2: 12,995 shares 12,995 $1.29M 0.07% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,471 shares; 2024Q4: 4,471 shares; 2025Q1: 4,471 shares; 2025Q2: 4,416 shares 4,416 $1.13M 0.06% -55 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 1,363 shares; 2025Q1: 1,725 shares; 2025Q2: 1,981 shares 1,981 $1.13M 0.06% +256 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,733 shares; 2024Q4: 10,132 shares; 2025Q1: 10,320 shares; 2025Q2: 10,245 shares 10,245 $1.12M 0.06% -75 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,710 shares; 2024Q4: 3,815 shares; 2025Q1: 3,815 shares; 2025Q2: 3,780 shares 3,780 $1.1M 0.06% -35 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,406 shares; 2024Q4: 9,307 shares; 2025Q1: 10,135 shares; 2025Q2: 10,074 shares 10,074 $1.1M 0.06% -61 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 1,659 shares; 2025Q1: 1,662 shares; 2025Q2: 1,601 shares 1,601 $1.06M 0.06% -61 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: 9,534 shares; 2025Q1: 11,605 shares; 2025Q2: 12,717 shares 12,717 $1.06M 0.06% +1,112 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,656 shares; 2024Q4: 7,656 shares; 2025Q1: 7,656 shares; 2025Q2: 7,806 shares 7,806 $1.04M 0.06% +150 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,372 shares 20,372 $994K 0.05% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,539 shares; 2024Q4: 3,699 shares; 2025Q1: 2,844 shares; 2025Q2: 2,998 shares 2,998 $982K 0.05% +154 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,396 shares; 2024Q4: 7,353 shares; 2025Q1: 7,062 shares; 2025Q2: 6,900 shares 6,900 $938K 0.05% -162 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: 1,612 shares; 2025Q1: 1,742 shares; 2025Q2: 1,742 shares 1,742 $887K 0.05% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,998 shares; 2024Q4: not reported; 2025Q1: 20,430 shares; 2025Q2: 8,741 shares 8,741 $880K 0.05% -11,689 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,625 shares; 2024Q4: 4,430 shares; 2025Q1: 4,430 shares; 2025Q2: 4,436 shares 4,436 $865K 0.05% +6 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 1,915 shares; 2025Q1: 1,893 shares; 2025Q2: 1,899 shares 1,899 $845K 0.05% +6 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,038 shares; 2024Q4: 4,856 shares; 2025Q1: 4,816 shares; 2025Q2: 4,816 shares 4,816 $840K 0.05% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,815 shares; 2024Q4: 9,863 shares; 2025Q1: 9,788 shares; 2025Q2: 9,751 shares 9,751 $827K 0.05% -37 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: 2,655 shares; 2025Q1: 3,007 shares; 2025Q2: 5,025 shares 5,025 $826K 0.05% +2,018 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,350 shares; 2024Q4: 23,350 shares; 2025Q1: 23,350 shares; 2025Q2: 23,350 shares 23,350 $814K 0.04% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,111 shares; 2024Q4: 4,111 shares; 2025Q1: 4,192 shares; 2025Q2: 4,381 shares 4,381 $801K 0.04% +189 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,694 shares; 2024Q4: 15,462 shares; 2025Q1: 15,490 shares; 2025Q2: 15,268 shares 15,268 $800K 0.04% -222 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,687 shares; 2024Q4: 6,687 shares; 2025Q1: 6,270 shares; 2025Q2: 6,270 shares 6,270 $761K 0.04% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,004 shares; 2024Q4: 7,351 shares; 2025Q1: 7,717 shares; 2025Q2: 7,821 shares 7,821 $749K 0.04% +104 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,951 shares; 2024Q4: 14,362 shares; 2025Q1: 14,813 shares; 2025Q2: 15,073 shares 15,073 $746K 0.04% +260 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,305 shares; 2024Q4: 6,145 shares; 2025Q1: 6,145 shares; 2025Q2: 6,670 shares 6,670 $730K 0.04% +525 Timeline FMAO FARMERS & MERCHANTS BANCORP More: the full row for FARMERS & MERCHANTS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,564 shares; 2024Q4: 27,564 shares; 2025Q1: 27,564 shares; 2025Q2: 27,564 shares 27,564 $697K 0.04% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,774 shares; 2024Q4: 15,774 shares; 2025Q1: 15,774 shares; 2025Q2: 15,774 shares 15,774 $690K 0.04% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,315 shares; 2025Q1: 2,527 shares; 2025Q2: 2,519 shares 2,519 $679K 0.04% -8 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,350 shares; 2024Q4: 4,350 shares; 2025Q1: 4,375 shares; 2025Q2: 4,455 shares 4,455 $678K 0.04% +80 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,900 shares; 2025Q1: 2,883 shares; 2025Q2: 3,447 shares 3,447 $674K 0.04% +564 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,547 shares; 2024Q4: 12,587 shares; 2025Q1: 12,587 shares; 2025Q2: 12,587 shares 12,587 $664K 0.04% 0 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,055 shares; 2025Q1: 7,040 shares; 2025Q2: 7,060 shares 7,060 $634K 0.03% +20 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,213 shares; 2025Q1: 3,063 shares; 2025Q2: 3,001 shares 3,001 $629K 0.03% -62 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 2,662 shares; 2025Q1: 2,662 shares; 2025Q2: 2,442 shares 2,442 $618K 0.03% -220 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,428 shares; 2025Q2: 25,314 shares 25,314 $603K 0.03% +2,886 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 2,114 shares; 2025Q1: 2,077 shares; 2025Q2: 2,077 shares 2,077 $591K 0.03% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,604 shares; 2024Q4: 2,596 shares; 2025Q1: 2,623 shares; 2025Q2: 2,643 shares 2,643 $584K 0.03% +20 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,546 shares; 2024Q4: 2,546 shares; 2025Q1: 2,546 shares; 2025Q2: 2,546 shares 2,546 $583K 0.03% 0 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,693 shares; 2024Q4: 6,693 shares; 2025Q1: 6,693 shares; 2025Q2: 6,693 shares 6,693 $553K 0.03% 0 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1,834 shares; 2025Q1: 1,834 shares; 2025Q2: 1,892 shares 1,892 $531K 0.03% +58 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 682 shares; 2025Q1: 824 shares; 2025Q2: 1,332 shares 1,332 $518K 0.03% +508 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,849 shares; 2024Q4: 3,980 shares; 2025Q1: 3,534 shares; 2025Q2: 3,854 shares 3,854 $518K 0.03% +320 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 1,628 shares; 2025Q1: 1,601 shares; 2025Q2: 1,601 shares 1,601 $498K 0.03% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,340 shares; 2025Q1: 1,707 shares; 2025Q2: 1,707 shares 1,707 $495K 0.03% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,445 shares; 2024Q4: 1,386 shares; 2025Q1: 1,386 shares; 2025Q2: 1,386 shares 1,386 $494K 0.03% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,022 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $483K 0.03% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,015 shares; 2025Q1: 1,213 shares; 2025Q2: 1,210 shares 1,210 $479K 0.03% -3 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 2,078 shares; 2025Q1: 2,084 shares; 2025Q2: 2,084 shares 2,084 $472K 0.03% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,281 shares; 2024Q4: 8,050 shares; 2025Q1: 5,579 shares; 2025Q2: 11,173 shares 11,173 $469K 0.03% +5,594 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,702 shares; 2024Q4: 3,666 shares; 2025Q1: 3,757 shares; 2025Q2: 3,476 shares 3,476 $469K 0.03% -281 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,449 shares; 2024Q4: 2,452 shares; 2025Q1: 2,449 shares; 2025Q2: 2,142 shares 2,142 $466K 0.03% -307 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,672 shares; 2024Q4: 2,672 shares; 2025Q1: 2,451 shares; 2025Q2: 2,451 shares 2,451 $465K 0.03% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 819 shares; 2025Q1: 1,187 shares; 2025Q2: 1,147 shares 1,147 $465K 0.03% -40 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,918 shares; 2024Q4: 8,788 shares; 2025Q1: 8,594 shares; 2025Q2: 967 shares 967 $452K 0.02% -7,627 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,663 shares; 2024Q4: 4,929 shares; 2025Q1: 5,271 shares; 2025Q2: 5,271 shares 5,271 $449K 0.02% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,817 shares; 2024Q4: 1,817 shares; 2025Q1: 1,961 shares; 2025Q2: 1,735 shares 1,735 $431K 0.02% -226 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: 2,870 shares; 2025Q1: 2,897 shares; 2025Q2: 2,818 shares 2,818 $416K 0.02% -79 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 2,669 shares; 2025Q1: 2,669 shares; 2025Q2: 2,508 shares 2,508 $415K 0.02% -161 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,997 shares; 2024Q4: 4,672 shares; 2025Q1: 4,640 shares; 2025Q2: 4,639 shares 4,639 $413K 0.02% -1 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,050 shares; 2024Q4: 6,050 shares; 2025Q1: 6,050 shares; 2025Q2: 6,050 shares 6,050 $412K 0.02% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,863 shares; 2024Q4: 1,863 shares; 2025Q1: 1,863 shares; 2025Q2: 1,863 shares 1,863 $402K 0.02% 0 Timeline CWI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,785 shares; 2025Q2: 12,113 shares 12,113 $396K 0.02% +1,328 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,359 shares; 2024Q4: 3,332 shares; 2025Q1: 3,352 shares; 2025Q2: 4,385 shares 4,385 $394K 0.02% +1,033 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,835 shares; 2025Q2: 3,835 shares 3,835 $386K 0.02% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,208 shares; 2024Q4: 2,971 shares; 2025Q1: 2,808 shares; 2025Q2: 2,808 shares 2,808 $379K 0.02% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,412 shares; 2024Q4: 129,896 shares; 2025Q1: 131,474 shares; 2025Q2: 11,184 shares 11,184 $374K 0.02% -120,290 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 3,503 shares; 2025Q1: 3,503 shares; 2025Q2: 3,503 shares 3,503 $369K 0.02% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,370 shares; 2024Q4: 9,370 shares; 2025Q1: 8,953 shares; 2025Q2: 8,953 shares 8,953 $355K 0.02% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 924 shares; 2025Q1: 1,234 shares; 2025Q2: 1,420 shares 1,420 $350K 0.02% +186 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,189 shares; 2024Q4: 2,184 shares; 2025Q1: 2,115 shares; 2025Q2: 2,036 shares 2,036 $348K 0.02% -79 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,948 shares; 2024Q4: 10,850 shares; 2025Q1: 5,266 shares; 2025Q2: 4,867 shares 4,867 $336K 0.02% -399 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,249 shares; 2025Q1: 3,249 shares; 2025Q2: 3,378 shares 3,378 $335K 0.02% +129 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 2,431 shares; 2025Q1: 2,431 shares; 2025Q2: 2,431 shares 2,431 $324K 0.02% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,180 shares; 2025Q1: 4,619 shares; 2025Q2: 5,337 shares 5,337 $320K 0.02% +718 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,370 shares; 2025Q1: 3,167 shares; 2025Q2: 4,455 shares 4,455 $317K 0.02% +1,288 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,523 shares; 2024Q4: 10,565 shares; 2025Q1: 10,523 shares; 2025Q2: 9,593 shares 9,593 $313K 0.02% -930 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,854 shares; 2024Q4: 1,854 shares; 2025Q1: 1,754 shares; 2025Q2: 1,869 shares 1,869 $310K 0.02% +115 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,255 shares; 2025Q2: 5,431 shares 5,431 $310K 0.02% +1,176 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,343 shares; 2024Q4: 4,343 shares; 2025Q1: 4,343 shares; 2025Q2: 4,343 shares 4,343 $307K 0.02% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,010 shares; 2025Q1: 1,010 shares; 2025Q2: 1,093 shares 1,093 $305K 0.02% +83 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,709 shares; 2024Q4: 5,709 shares; 2025Q1: 5,709 shares; 2025Q2: 4,451 shares 4,451 $299K 0.02% -1,258 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,445 shares; 2025Q1: 1,445 shares; 2025Q2: 1,445 shares 1,445 $296K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 663 shares; 2025Q1: 627 shares; 2025Q2: 627 shares 627 $294K 0.02% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,764 shares; 2025Q2: 2,069 shares 2,069 $291K 0.02% +305 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 1,799 shares; 2025Q1: not reported; 2025Q2: 2,048 shares 2,048 $291K 0.02% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 2,277 shares; 2025Q1: 2,017 shares; 2025Q2: 2,017 shares 2,017 $280K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,320 shares; 2025Q1: 2,320 shares; 2025Q2: 2,270 shares 2,270 $271K 0.01% -50 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,942 shares; 2024Q4: 1,942 shares; 2025Q1: 1,795 shares; 2025Q2: 1,595 shares 1,595 $263K 0.01% -200 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,765 shares; 2025Q1: 6,765 shares; 2025Q2: 6,765 shares 6,765 $259K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares 1,001 $251K 0.01% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,330 shares; 2025Q1: 1,330 shares; 2025Q2: 1,210 shares 1,210 $239K 0.01% -120 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,630 shares; 2025Q1: 1,630 shares; 2025Q2: 1,630 shares 1,630 $237K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,652 shares; 2024Q4: 2,620 shares; 2025Q1: 2,599 shares; 2025Q2: 2,526 shares 2,526 $230K 0.01% -73 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 3,059 shares; 2025Q1: 2,910 shares; 2025Q2: 2,821 shares 2,821 $228K 0.01% -89 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,621 shares; 2024Q4: 8,802 shares; 2025Q1: 8,601 shares; 2025Q2: 6,186 shares 6,186 $221K 0.01% -2,415 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares 500 $219K 0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,240 shares; 2024Q4: 7,240 shares; 2025Q1: not reported; 2025Q2: 6,628 shares 6,628 $212K 0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares 1,000 $209K 0.01% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,079 shares; 2025Q2: 1,057 shares 1,057 $209K 0.01% -22 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,918 shares 7,918 $203K 0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: 5,598 shares; 2025Q1: 2,425 shares; 2025Q2: 2,213 shares 2,213 $202K 0.01% -212 Timeline AREC AMERICAN RES CORP More: the full row for AMERICAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,522 shares 13,522 $11.2K <0.01% new Timeline