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: restricted; 2024Q4: 85,192 shares; 2025Q1: 83,048 shares; 2025Q2: 85,809 shares; 2025Q3: 88,473 shares; 2025Q4: 85,598 shares 85,598 $28.7M 5.52% -2,875 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: restricted; 2024Q4: 80,408 shares; 2025Q1: 77,556 shares; 2025Q2: 78,284 shares; 2025Q3: 76,626 shares; 2025Q4: 74,019 shares 74,019 $28.6M 5.51% -2,607 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: restricted; 2024Q4: 277,503 shares; 2025Q1: 280,320 shares; 2025Q2: 283,384 shares; 2025Q3: 393,989 shares; 2025Q4: 288,477 shares 288,477 $25.8M 4.97% -105,512 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: restricted; 2024Q4: 14,420 shares; 2025Q1: 21,346 shares; 2025Q2: 23,165 shares; 2025Q3: 23,494 shares; 2025Q4: 22,915 shares 22,915 $15.6M 3.01% -579 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: restricted; 2024Q4: 34,777 shares; 2025Q1: 33,811 shares; 2025Q2: 33,834 shares; 2025Q3: 31,277 shares; 2025Q4: 30,323 shares 30,323 $14.8M 2.85% -954 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: restricted; 2024Q4: 25,425 shares; 2025Q1: 24,038 shares; 2025Q2: 30,402 shares; 2025Q3: 29,872 shares; 2025Q4: 29,576 shares 29,576 $14.3M 2.75% -296 Timeline VXF 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: restricted; 2024Q4: 59,446 shares; 2025Q1: 60,233 shares; 2025Q2: 61,177 shares; 2025Q3: 62,162 shares; 2025Q4: 60,878 shares 60,878 $12.7M 2.45% -1,284 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: restricted; 2024Q4: 12,917 shares; 2025Q1: 12,451 shares; 2025Q2: 79,710 shares; 2025Q3: 79,595 shares; 2025Q4: 79,052 shares 79,052 $11.3M 2.18% -543 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 420,667 shares; 2025Q3: 461,077 shares; 2025Q4: 480,607 shares 480,607 $9.95M 1.91% +19,530 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: restricted; 2024Q4: 14,307 shares; 2025Q1: 14,219 shares; 2025Q2: 15,142 shares; 2025Q3: 15,001 shares; 2025Q4: 14,371 shares 14,371 $9.72M 1.87% -630 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,438 shares 116,438 $8.97M 1.73% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,254 shares; 2025Q1: 24,558 shares; 2025Q2: 28,904 shares; 2025Q3: 28,810 shares; 2025Q4: 28,251 shares 28,251 $7.68M 1.48% -559 Timeline AGZ 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: restricted; 2024Q4: 76,220 shares; 2025Q1: 77,980 shares; 2025Q2: 78,255 shares; 2025Q3: 63,591 shares; 2025Q4: 64,417 shares 64,417 $7.1M 1.37% +826 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: restricted; 2024Q4: 40,936 shares; 2025Q1: 38,273 shares; 2025Q2: 39,553 shares; 2025Q3: 38,475 shares; 2025Q4: 37,231 shares 37,231 $6.94M 1.34% -1,244 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: restricted; 2024Q4: 23,462 shares; 2025Q1: 23,517 shares; 2025Q2: 21,654 shares; 2025Q3: 20,364 shares; 2025Q4: 20,057 shares 20,057 $6.94M 1.34% -307 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 243,290 shares; 2025Q4: 256,220 shares 256,220 $6.84M 1.32% +12,930 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: restricted; 2024Q4: 11,160 shares; 2025Q1: 10,577 shares; 2025Q2: 20,474 shares; 2025Q3: 20,315 shares; 2025Q4: 19,666 shares 19,666 $6.16M 1.18% -649 Timeline IEI 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: restricted; 2024Q4: 42,379 shares; 2025Q1: 47,273 shares; 2025Q2: 47,124 shares; 2025Q3: 49,811 shares; 2025Q4: 50,482 shares 50,482 $6.03M 1.16% +671 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,021 shares; 2025Q1: 108,764 shares; 2025Q2: 109,004 shares; 2025Q3: 110,470 shares; 2025Q4: 105,319 shares 105,319 $5.96M 1.15% -5,151 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,041 shares; 2025Q1: 29,591 shares; 2025Q2: 29,927 shares; 2025Q3: 30,424 shares; 2025Q4: 29,975 shares 29,975 $5.74M 1.1% -449 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: restricted; 2024Q4: 71,201 shares; 2025Q1: 73,755 shares; 2025Q2: 81,746 shares; 2025Q3: 85,276 shares; 2025Q4: 85,100 shares 85,100 $5.62M 1.08% -176 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: restricted; 2024Q4: 14,896 shares; 2025Q1: 12,729 shares; 2025Q2: 16,432 shares; 2025Q3: 16,368 shares; 2025Q4: 16,146 shares 16,146 $5.07M 0.97% -222 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: restricted; 2024Q4: 133,908 shares; 2025Q1: 137,937 shares; 2025Q2: 141,297 shares; 2025Q3: 138,525 shares; 2025Q4: 187,522 shares 187,522 $4.77M 0.92% +48,997 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,760 shares; 2025Q1: 21,306 shares; 2025Q2: 27,360 shares; 2025Q3: 24,197 shares; 2025Q4: 23,867 shares 23,867 $4.65M 0.9% -330 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,679 shares; 2025Q1: 17,938 shares; 2025Q2: 18,279 shares; 2025Q3: 20,263 shares; 2025Q4: 20,605 shares 20,605 $4.53M 0.87% +342 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,973 shares; 2025Q1: 50,913 shares; 2025Q2: 48,688 shares; 2025Q3: 47,292 shares; 2025Q4: 45,844 shares 45,844 $4.44M 0.85% -1,448 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: restricted; 2024Q4: 7,285 shares; 2025Q1: 6,610 shares; 2025Q2: 4,257 shares; 2025Q3: 4,178 shares; 2025Q4: 4,071 shares 4,071 $4.38M 0.84% -107 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: restricted; 2024Q4: 15,601 shares; 2025Q1: 14,731 shares; 2025Q2: 18,428 shares; 2025Q3: 18,340 shares; 2025Q4: 17,929 shares 17,929 $4.14M 0.8% -411 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,019 shares; 2025Q1: 23,321 shares; 2025Q2: 21,436 shares; 2025Q3: 21,743 shares; 2025Q4: 21,737 shares 21,737 $3.88M 0.75% -6 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 6,135 shares 6,135 $3.85M 0.74% +3,785 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: restricted; 2024Q4: 8,741 shares; 2025Q1: 9,461 shares; 2025Q2: 31,609 shares; 2025Q3: 31,533 shares; 2025Q4: 31,497 shares 31,497 $3.79M 0.73% -36 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,039 shares; 2025Q1: 15,342 shares; 2025Q2: 16,836 shares; 2025Q3: 17,602 shares; 2025Q4: 18,091 shares 18,091 $3.72M 0.72% +489 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: restricted; 2024Q4: 63,301 shares; 2025Q1: 65,277 shares; 2025Q2: 63,006 shares; 2025Q3: 103,812 shares; 2025Q4: 152,269 shares 152,269 $3.7M 0.71% +48,457 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,172 shares; 2025Q1: 15,066 shares; 2025Q2: 17,019 shares; 2025Q3: 19,729 shares; 2025Q4: 19,489 shares 19,489 $3.62M 0.7% -240 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,870 shares; 2025Q1: 9,933 shares; 2025Q2: 10,804 shares; 2025Q3: 11,512 shares; 2025Q4: 11,293 shares 11,293 $3.6M 0.69% -219 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: restricted; 2024Q4: 141,783 shares; 2025Q1: 145,448 shares; 2025Q2: 148,846 shares; 2025Q3: 106,546 shares; 2025Q4: 142,789 shares 142,789 $3.46M 0.67% +36,243 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: restricted; 2024Q4: 1,670 shares; 2025Q1: 3,843 shares; 2025Q2: 3,933 shares; 2025Q3: 3,983 shares; 2025Q4: 3,932 shares 3,932 $3.46M 0.67% -51 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,358 shares; 2025Q3: 18,425 shares; 2025Q4: 40,170 shares 40,170 $3.43M 0.66% +21,745 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: restricted; 2024Q4: 14,202 shares; 2025Q1: 10,528 shares; 2025Q2: 10,573 shares; 2025Q3: 10,547 shares; 2025Q4: 10,371 shares 10,371 $3.39M 0.65% -176 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: restricted; 2024Q4: 12,117 shares; 2025Q1: 11,448 shares; 2025Q2: 14,922 shares; 2025Q3: 15,058 shares; 2025Q4: 12,560 shares 12,560 $3.23M 0.62% -2,498 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,903 shares; 2025Q3: 25,677 shares; 2025Q4: 26,829 shares 26,829 $3.11M 0.6% +1,152 Timeline EMB 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: restricted; 2024Q4: not reported; 2025Q1: 9,182 shares; 2025Q2: 29,140 shares; 2025Q3: 30,658 shares; 2025Q4: 31,226 shares 31,226 $3.01M 0.58% +568 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: restricted; 2024Q4: 2,975 shares; 2025Q1: 2,776 shares; 2025Q2: 2,783 shares; 2025Q3: 2,781 shares; 2025Q4: 2,791 shares 2,791 $2.99M 0.57% +10 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: restricted; 2024Q4: 8,421 shares; 2025Q1: 8,085 shares; 2025Q2: 8,929 shares; 2025Q3: 8,807 shares; 2025Q4: 8,619 shares 8,619 $2.97M 0.57% -188 Timeline IGIB 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: restricted; 2024Q4: 48,378 shares; 2025Q1: 49,390 shares; 2025Q2: 49,609 shares; 2025Q3: 52,616 shares; 2025Q4: 53,764 shares 53,764 $2.9M 0.56% +1,148 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: restricted; 2024Q4: 3,355 shares; 2025Q1: 3,392 shares; 2025Q2: 8,904 shares; 2025Q3: 8,868 shares; 2025Q4: 8,920 shares 8,920 $2.87M 0.55% +52 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,684 shares; 2025Q1: 35,293 shares; 2025Q2: 35,677 shares; 2025Q3: 36,549 shares; 2025Q4: 36,808 shares 36,808 $2.85M 0.55% +259 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116,508 shares; 2025Q1: 118,885 shares; 2025Q2: 119,954 shares; 2025Q3: 128,503 shares; 2025Q4: 133,297 shares 133,297 $2.8M 0.54% +4,794 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: restricted; 2024Q4: 19,910 shares; 2025Q1: 19,253 shares; 2025Q2: 22,738 shares; 2025Q3: 22,594 shares; 2025Q4: 22,268 shares 22,268 $2.79M 0.54% -326 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,665 shares; 2025Q1: 13,976 shares; 2025Q2: 13,059 shares; 2025Q3: 12,957 shares; 2025Q4: 12,890 shares 12,890 $2.77M 0.53% -67 Timeline IAI 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: restricted; 2024Q4: 15,883 shares; 2025Q1: 15,852 shares; 2025Q2: 15,109 shares; 2025Q3: 15,053 shares; 2025Q4: 15,093 shares 15,093 $2.71M 0.52% +40 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,153 shares; 2025Q4: 21,100 shares 21,100 $2.7M 0.52% -53 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: restricted; 2024Q4: 24,366 shares; 2025Q1: 23,428 shares; 2025Q2: 23,207 shares; 2025Q3: 23,574 shares; 2025Q4: 16,587 shares 16,587 $2.68M 0.52% -6,987 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,424 shares; 2025Q1: 24,231 shares; 2025Q2: 24,021 shares; 2025Q3: 23,889 shares; 2025Q4: 23,873 shares 23,873 $2.68M 0.52% -16 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,215 shares; 2025Q1: 2,210 shares; 2025Q2: 2,212 shares; 2025Q3: 2,210 shares; 2025Q4: 2,199 shares 2,199 $2.67M 0.51% -11 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: restricted; 2024Q4: 8,917 shares; 2025Q1: 8,305 shares; 2025Q2: 11,327 shares; 2025Q3: 10,654 shares; 2025Q4: 9,867 shares 9,867 $2.65M 0.51% -787 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,229 shares; 2025Q3: 37,314 shares; 2025Q4: 30,768 shares 30,768 $2.64M 0.51% -6,546 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,263 shares; 2025Q1: 100,170 shares; 2025Q2: 100,981 shares; 2025Q3: 107,771 shares; 2025Q4: 103,328 shares 103,328 $2.62M 0.5% -4,443 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,832 shares; 2025Q1: 23,553 shares; 2025Q2: 23,369 shares; 2025Q3: 23,443 shares; 2025Q4: 23,541 shares 23,541 $2.6M 0.5% +98 Timeline SOCL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,813 shares; 2025Q4: 46,397 shares 46,397 $2.56M 0.49% +4,584 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,323 shares; 2025Q3: 39,339 shares; 2025Q4: 39,536 shares 39,536 $2.56M 0.49% +197 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,491 shares; 2025Q1: 33,946 shares; 2025Q2: 32,292 shares; 2025Q3: 32,431 shares; 2025Q4: 35,673 shares 35,673 $2.55M 0.49% +3,242 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,611 shares; 2025Q1: 17,537 shares; 2025Q2: 18,227 shares; 2025Q3: 18,343 shares; 2025Q4: 19,459 shares 19,459 $2.53M 0.49% +1,116 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,760 shares; 2025Q1: 23,781 shares; 2025Q2: not reported; 2025Q3: 31,348 shares; 2025Q4: 30,948 shares 30,948 $2.48M 0.48% -400 Timeline IGV 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: restricted; 2024Q4: 22,174 shares; 2025Q1: 22,493 shares; 2025Q2: 23,112 shares; 2025Q3: 23,088 shares; 2025Q4: 23,365 shares 23,365 $2.47M 0.48% +277 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,478 shares; 2025Q1: 27,173 shares; 2025Q2: 26,738 shares; 2025Q3: 26,600 shares; 2025Q4: 26,458 shares 26,458 $2.45M 0.47% -142 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,953 shares 54,953 $2.39M 0.46% new Timeline RTH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,831 shares; 2025Q1: 9,035 shares; 2025Q2: 9,311 shares; 2025Q3: 9,389 shares; 2025Q4: 9,546 shares 9,546 $2.38M 0.46% +157 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,236 shares; 2025Q1: 13,289 shares; 2025Q2: 13,361 shares; 2025Q3: 13,273 shares; 2025Q4: 13,233 shares 13,233 $2.35M 0.45% -40 Timeline MBB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,010 shares; 2025Q3: 22,957 shares; 2025Q4: 24,397 shares 24,397 $2.32M 0.45% +1,440 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: restricted; 2024Q4: 8,659 shares; 2025Q1: 8,599 shares; 2025Q2: 9,639 shares; 2025Q3: 9,817 shares; 2025Q4: 9,935 shares 9,935 $2.27M 0.44% +118 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,166 shares; 2025Q1: 5,714 shares; 2025Q2: 6,353 shares; 2025Q3: 6,310 shares; 2025Q4: 6,382 shares 6,382 $2.24M 0.43% +72 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,346 shares; 2025Q3: 39,579 shares; 2025Q4: 42,653 shares 42,653 $2.19M 0.42% +3,074 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,301 shares; 2025Q1: 9,676 shares; 2025Q2: 10,587 shares; 2025Q3: 10,713 shares; 2025Q4: 10,641 shares 10,641 $2.16M 0.42% -72 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,962 shares; 2025Q1: 6,706 shares; 2025Q2: 6,808 shares; 2025Q3: 7,036 shares; 2025Q4: 4,327 shares 4,327 $2.12M 0.41% -2,709 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: restricted; 2024Q4: 2,956 shares; 2025Q1: 2,758 shares; 2025Q2: 3,396 shares; 2025Q3: 3,367 shares; 2025Q4: 3,180 shares 3,180 $2.1M 0.4% -187 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 16,102 shares; 2025Q2: 32,832 shares; 2025Q3: 34,720 shares; 2025Q4: 34,870 shares 34,870 $2.1M 0.4% +150 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,722 shares; 2025Q1: 3,768 shares; 2025Q2: 10,738 shares; 2025Q3: 10,898 shares; 2025Q4: 10,920 shares 10,920 $2.09M 0.4% +22 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: restricted; 2024Q4: 6,182 shares; 2025Q1: 5,475 shares; 2025Q2: 17,087 shares; 2025Q3: 17,578 shares; 2025Q4: 17,165 shares 17,165 $2.06M 0.4% -413 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: restricted; 2024Q4: 6,361 shares; 2025Q1: 6,486 shares; 2025Q2: 19,136 shares; 2025Q3: 18,977 shares; 2025Q4: 17,910 shares 17,910 $2M 0.38% -1,067 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,435 shares; 2025Q1: 9,154 shares; 2025Q2: 12,862 shares; 2025Q3: 12,875 shares; 2025Q4: 12,924 shares 12,924 $1.99M 0.38% +49 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,575 shares; 2025Q1: 13,549 shares; 2025Q2: 6,341 shares; 2025Q3: 6,271 shares; 2025Q4: 6,184 shares 6,184 $1.88M 0.36% -87 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: restricted; 2024Q4: 5,242 shares; 2025Q1: 4,013 shares; 2025Q2: 4,060 shares; 2025Q3: 4,011 shares; 2025Q4: 3,683 shares 3,683 $1.66M 0.32% -328 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: restricted; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 4,986 shares; 2025Q3: 5,393 shares; 2025Q4: 5,530 shares 5,530 $1.64M 0.32% +137 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,720 shares; 2025Q3: 19,600 shares; 2025Q4: 19,250 shares 19,250 $1.53M 0.3% -350 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: restricted; 2024Q4: 2,909 shares; 2025Q1: 2,982 shares; 2025Q2: 3,038 shares; 2025Q3: 3,035 shares; 2025Q4: 3,044 shares 3,044 $1.53M 0.29% +9 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: restricted; 2024Q4: 627 shares; 2025Q1: 354 shares; 2025Q2: 1,917 shares; 2025Q3: 2,227 shares; 2025Q4: 2,262 shares 2,262 $1.5M 0.29% +35 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,472 shares; 2025Q3: 9,362 shares; 2025Q4: 10,232 shares 10,232 $1.47M 0.28% +870 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: restricted; 2024Q4: 16,242 shares; 2025Q1: 15,270 shares; 2025Q2: 15,889 shares; 2025Q3: 15,764 shares; 2025Q4: 15,186 shares 15,186 $1.42M 0.27% -578 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,300 shares; 2025Q4: 15,983 shares 15,983 $1.4M 0.27% +12,683 Timeline DSI 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: restricted; 2024Q4: 10,806 shares; 2025Q1: 10,623 shares; 2025Q2: 10,216 shares; 2025Q3: 10,510 shares; 2025Q4: 10,782 shares 10,782 $1.39M 0.27% +272 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,317 shares; 2025Q1: 1,319 shares; 2025Q2: 3,796 shares; 2025Q3: 3,811 shares; 2025Q4: 3,738 shares 3,738 $1.38M 0.27% -73 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: restricted; 2024Q4: 1,797 shares; 2025Q1: 1,593 shares; 2025Q2: 1,546 shares; 2025Q3: 1,518 shares; 2025Q4: 14,419 shares 14,419 $1.35M 0.26% +12,901 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,334 shares 13,334 $1.33M 0.26% new 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: restricted; 2024Q4: 1,824 shares; 2025Q1: 1,824 shares; 2025Q2: 2,182 shares; 2025Q3: 2,183 shares; 2025Q4: 2,164 shares 2,164 $1.33M 0.26% -19 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,444 shares; 2025Q1: 9,525 shares; 2025Q2: 3,631 shares; 2025Q3: 3,675 shares; 2025Q4: 3,887 shares 3,887 $1.32M 0.25% +212 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,679 shares; 2025Q3: 9,674 shares; 2025Q4: 9,631 shares 9,631 $1.3M 0.25% -43 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,721 shares; 2025Q4: 54,500 shares 54,500 $1.28M 0.25% +31,779 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,285 shares; 2025Q1: 2,444 shares; 2025Q2: 7,699 shares; 2025Q3: 8,065 shares; 2025Q4: 8,157 shares 8,157 $1.24M 0.24% +92 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,161 shares; 2025Q1: 1,110 shares; 2025Q2: 4,816 shares; 2025Q3: 4,745 shares; 2025Q4: 4,713 shares 4,713 $1.24M 0.24% -32 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: restricted; 2024Q4: 3,319 shares; 2025Q1: 3,323 shares; 2025Q2: 6,079 shares; 2025Q3: 5,980 shares; 2025Q4: 5,926 shares 5,926 $1.23M 0.24% -54 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: restricted; 2024Q4: 6,129 shares; 2025Q1: 6,156 shares; 2025Q2: 15,022 shares; 2025Q3: 15,992 shares; 2025Q4: 15,549 shares 15,549 $1.2M 0.23% -443 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,097 shares; 2025Q1: 4,836 shares; 2025Q2: 4,995 shares; 2025Q3: 4,985 shares; 2025Q4: 4,854 shares 4,854 $1.2M 0.23% -131 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,026 shares; 2025Q1: 5,964 shares; 2025Q2: 5,833 shares; 2025Q3: 5,608 shares; 2025Q4: 5,360 shares 5,360 $1.18M 0.23% -248 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,511 shares; 2025Q1: 23,882 shares; 2025Q2: 24,351 shares; 2025Q3: 33,305 shares; 2025Q4: 26,098 shares 26,098 $1.16M 0.22% -7,207 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 619 shares; 2025Q1: 581 shares; 2025Q2: 2,606 shares; 2025Q3: 2,551 shares; 2025Q4: 2,611 shares 2,611 $1.11M 0.21% +60 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,806 shares; 2025Q1: 17,718 shares; 2025Q2: 17,975 shares; 2025Q3: 18,024 shares; 2025Q4: 18,199 shares 18,199 $1.08M 0.21% +175 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: restricted; 2024Q4: 2,325 shares; 2025Q1: 2,204 shares; 2025Q2: 2,218 shares; 2025Q3: 2,169 shares; 2025Q4: 2,162 shares 2,162 $1.05M 0.2% -7 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,088 shares; 2025Q3: 16,795 shares; 2025Q4: 19,198 shares 19,198 $1.03M 0.2% +2,403 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,501 shares; 2025Q1: 10,688 shares; 2025Q2: 14,494 shares; 2025Q3: 14,265 shares; 2025Q4: 13,938 shares 13,938 $1.02M 0.2% -327 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,510 shares; 2025Q3: 20,742 shares; 2025Q4: 19,778 shares 19,778 $1.02M 0.2% -964 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: restricted; 2024Q4: 1,705 shares; 2025Q1: 1,485 shares; 2025Q2: 1,885 shares; 2025Q3: 1,823 shares; 2025Q4: 1,786 shares 1,786 $1.02M 0.2% -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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,473 shares; 2025Q3: 3,044 shares; 2025Q4: 3,476 shares 3,476 $1.01M 0.19% +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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,421 shares; 2025Q1: 1,288 shares; 2025Q2: 5,577 shares; 2025Q3: 5,504 shares; 2025Q4: 5,371 shares 5,371 $989K 0.19% -133 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 864 shares; 2025Q1: 627 shares; 2025Q2: 2,901 shares; 2025Q3: 2,865 shares; 2025Q4: 2,801 shares 2,801 $984K 0.19% -64 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,944 shares; 2025Q3: 8,944 shares; 2025Q4: 8,944 shares 8,944 $979K 0.19% 0 Timeline USMV 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: restricted; 2024Q4: 11,612 shares; 2025Q1: 11,593 shares; 2025Q2: 11,143 shares; 2025Q3: 10,777 shares; 2025Q4: 10,363 shares 10,363 $976K 0.19% -414 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,972 shares; 2025Q1: 30,531 shares; 2025Q2: 29,402 shares; 2025Q3: 27,326 shares; 2025Q4: 25,688 shares 25,688 $973K 0.19% -1,638 Timeline JEPQ 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,582 shares 16,582 $964K 0.19% new 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: restricted; 2024Q4: 11,211 shares; 2025Q1: 8,231 shares; 2025Q2: 9,285 shares; 2025Q3: 9,259 shares; 2025Q4: 8,630 shares 8,630 $908K 0.17% -629 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: restricted; 2024Q4: 5,618 shares; 2025Q1: not reported; 2025Q2: 4,698 shares; 2025Q3: 4,626 shares; 2025Q4: 4,506 shares 4,506 $879K 0.17% -120 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: restricted; 2024Q4: 1,789 shares; 2025Q1: 1,567 shares; 2025Q2: 5,344 shares; 2025Q3: 5,323 shares; 2025Q4: 5,126 shares 5,126 $877K 0.17% -197 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: restricted; 2024Q4: 10,314 shares; 2025Q1: 10,014 shares; 2025Q2: 12,518 shares; 2025Q3: 12,533 shares; 2025Q4: 12,533 shares 12,533 $876K 0.17% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,096 shares; 2025Q1: 9,280 shares; 2025Q2: 12,176 shares; 2025Q3: 15,760 shares; 2025Q4: 15,815 shares 15,815 $870K 0.17% +55 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,295 shares; 2025Q3: 2,285 shares; 2025Q4: 2,229 shares 2,229 $847K 0.16% -56 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,571 shares; 2025Q3: 16,371 shares; 2025Q4: 15,800 shares 15,800 $836K 0.16% -571 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,221 shares; 2025Q1: 3,634 shares; 2025Q2: 4,014 shares; 2025Q3: 3,956 shares; 2025Q4: 3,753 shares 3,753 $815K 0.16% -203 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,714 shares; 2025Q3: 5,710 shares; 2025Q4: 5,606 shares 5,606 $805K 0.15% -104 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,275 shares; 2025Q3: 9,275 shares; 2025Q4: 9,125 shares 9,125 $764K 0.15% -150 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,104 shares; 2025Q1: 5,365 shares; 2025Q2: 14,375 shares; 2025Q3: 14,986 shares; 2025Q4: 14,855 shares 14,855 $756K 0.15% -131 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,322 shares; 2025Q1: 3,103 shares; 2025Q2: 3,319 shares; 2025Q3: 2,939 shares; 2025Q4: 2,838 shares 2,838 $752K 0.14% -101 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: restricted; 2024Q4: 930 shares; 2025Q1: not reported; 2025Q2: 3,126 shares; 2025Q3: 3,154 shares; 2025Q4: 3,149 shares 3,149 $721K 0.14% -5 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,615 shares; 2025Q3: 1,616 shares; 2025Q4: 1,613 shares 1,613 $718K 0.14% -3 Timeline ESGU 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: restricted; 2024Q4: 5,328 shares; 2025Q1: 5,136 shares; 2025Q2: 4,974 shares; 2025Q3: 5,135 shares; 2025Q4: 4,684 shares 4,684 $698K 0.13% -451 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,161 shares; 2025Q1: 1,162 shares; 2025Q2: 4,192 shares; 2025Q3: 4,157 shares; 2025Q4: 3,876 shares 3,876 $672K 0.13% -281 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: restricted; 2024Q4: 10,664 shares; 2025Q1: 10,671 shares; 2025Q2: 105,767 shares; 2025Q3: 108,749 shares; 2025Q4: 26,988 shares 26,988 $670K 0.13% -81,761 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,911 shares; 2025Q1: 3,911 shares; 2025Q2: 3,900 shares; 2025Q3: 3,888 shares; 2025Q4: 3,883 shares 3,883 $665K 0.13% -5 Timeline IEMG 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: restricted; 2024Q4: 139,530 shares; 2025Q1: 7,328 shares; 2025Q2: 8,301 shares; 2025Q3: 8,707 shares; 2025Q4: 9,807 shares 9,807 $659K 0.13% +1,100 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,092 shares; 2025Q1: 3,092 shares; 2025Q2: 3,286 shares; 2025Q3: 3,286 shares; 2025Q4: 3,586 shares 3,586 $658K 0.13% +300 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,080 shares 1,080 $653K 0.13% +5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,015 shares; 2025Q1: 1,353 shares; 2025Q2: 1,776 shares; 2025Q3: 1,372 shares; 2025Q4: 1,416 shares 1,416 $642K 0.12% +44 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: restricted; 2024Q4: 5,345 shares; 2025Q1: 4,689 shares; 2025Q2: 4,555 shares; 2025Q3: 4,423 shares; 2025Q4: 3,944 shares 3,944 $635K 0.12% -479 Timeline EFA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,107 shares; 2025Q3: 6,618 shares; 2025Q4: 6,507 shares 6,507 $625K 0.12% -111 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,389 shares; 2025Q1: 11,429 shares; 2025Q2: 11,151 shares; 2025Q3: 11,151 shares; 2025Q4: 9,466 shares 9,466 $610K 0.12% -1,685 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: restricted; 2024Q4: 1,920 shares; 2025Q1: 1,795 shares; 2025Q2: 1,969 shares; 2025Q3: 1,929 shares; 2025Q4: 1,957 shares 1,957 $598K 0.12% +28 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,433 shares; 2025Q3: 4,481 shares; 2025Q4: 4,460 shares 4,460 $592K 0.11% -21 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,954 shares 8,954 $586K 0.11% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,499 shares; 2025Q1: not reported; 2025Q2: 11,012 shares; 2025Q3: 11,012 shares; 2025Q4: 10,992 shares 10,992 $581K 0.11% -20 Timeline ESGD 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: restricted; 2024Q4: 6,378 shares; 2025Q1: 6,520 shares; 2025Q2: 6,258 shares; 2025Q3: 6,513 shares; 2025Q4: 6,028 shares 6,028 $573K 0.11% -485 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,234 shares; 2025Q1: 8,234 shares; 2025Q2: 7,967 shares; 2025Q3: 7,967 shares; 2025Q4: 7,047 shares 7,047 $572K 0.11% -920 Timeline ESML 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: restricted; 2024Q4: 13,269 shares; 2025Q1: 13,201 shares; 2025Q2: 12,956 shares; 2025Q3: 13,444 shares; 2025Q4: 12,405 shares 12,405 $570K 0.11% -1,039 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,230 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,070 shares 6,070 $555K 0.11% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,105 shares; 2025Q1: 5,484 shares; 2025Q2: 5,562 shares; 2025Q3: 5,499 shares; 2025Q4: 4,824 shares 4,824 $549K 0.11% -675 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,113 shares; 2025Q1: 1,050 shares; 2025Q2: 928 shares; 2025Q3: 979 shares; 2025Q4: 938 shares 938 $544K 0.1% -41 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: restricted; 2024Q4: 3,013 shares; 2025Q1: 2,992 shares; 2025Q2: 2,765 shares; 2025Q3: 2,564 shares; 2025Q4: 2,329 shares 2,329 $539K 0.1% -235 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,499 shares; 2025Q1: 1,499 shares; 2025Q2: 1,755 shares; 2025Q3: 1,741 shares; 2025Q4: 1,726 shares 1,726 $532K 0.1% -15 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: restricted; 2024Q4: 562 shares; 2025Q1: not reported; 2025Q2: 930 shares; 2025Q3: 926 shares; 2025Q4: 915 shares 915 $524K 0.1% -11 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,177 shares; 2025Q3: 3,300 shares; 2025Q4: 3,155 shares 3,155 $511K 0.1% -145 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,253 shares; 2025Q4: 22,356 shares 22,356 $502K 0.1% +7,103 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,728 shares 22,728 $502K 0.1% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,118 shares; 2025Q3: 5,020 shares; 2025Q4: 5,031 shares 5,031 $483K 0.09% +11 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares 345 $481K 0.09% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 528 shares; 2025Q1: 545 shares; 2025Q2: 521 shares; 2025Q3: 518 shares; 2025Q4: 530 shares 530 $466K 0.09% +12 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,304 shares; 2025Q1: 6,281 shares; 2025Q2: 6,309 shares; 2025Q3: 6,208 shares; 2025Q4: 5,850 shares 5,850 $449K 0.09% -358 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,527 shares; 2025Q1: 9,557 shares; 2025Q2: 9,319 shares; 2025Q3: 9,319 shares; 2025Q4: 9,202 shares 9,202 $440K 0.08% -117 Timeline 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 647 shares; 2025Q3: 647 shares; 2025Q4: 642 shares 642 $440K 0.08% -5 Timeline IBTG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,514 shares; 2025Q4: 18,809 shares 18,809 $430K 0.08% +7,295 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,935 shares; 2025Q1: 5,490 shares; 2025Q2: 5,397 shares; 2025Q3: 5,216 shares; 2025Q4: 5,006 shares 5,006 $422K 0.08% -210 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,476 shares; 2025Q2: 10,016 shares; 2025Q3: 10,268 shares; 2025Q4: 1,997 shares 1,997 $405K 0.08% -8,271 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,365 shares; 2025Q3: 2,343 shares; 2025Q4: 2,258 shares 2,258 $396K 0.08% -85 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,823 shares; 2025Q4: 17,627 shares 17,627 $394K 0.08% +6,804 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: restricted; 2024Q4: 346 shares; 2025Q1: 340 shares; 2025Q2: 513 shares; 2025Q3: 487 shares; 2025Q4: 455 shares 455 $392K 0.08% -32 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,520 shares; 2025Q1: 4,324 shares; 2025Q2: 4,569 shares; 2025Q3: 4,287 shares; 2025Q4: 4,262 shares 4,262 $392K 0.08% -25 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,281 shares; 2025Q4: 4,470 shares 4,470 $389K 0.07% -7,811 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 344 shares; 2025Q1: 427 shares; 2025Q2: 387 shares; 2025Q3: 375 shares; 2025Q4: 362 shares 362 $387K 0.07% -13 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,626 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,372 shares; 2025Q4: 1,291 shares 1,291 $382K 0.07% -81 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: restricted; 2024Q4: 701 shares; 2025Q1: 683 shares; 2025Q2: 743 shares; 2025Q3: 666 shares; 2025Q4: 674 shares 674 $382K 0.07% +8 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: restricted; 2024Q4: 329 shares; 2025Q1: 427 shares; 2025Q2: 535 shares; 2025Q3: 527 shares; 2025Q4: 494 shares 494 $381K 0.07% -33 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,467 shares; 2025Q3: 1,467 shares; 2025Q4: 1,467 shares 1,467 $378K 0.07% 0 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,349 shares; 2025Q1: 12,420 shares; 2025Q2: 12,118 shares; 2025Q3: 12,118 shares; 2025Q4: 13,869 shares 13,869 $378K 0.07% +1,751 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,573 shares; 2025Q3: 1,529 shares; 2025Q4: 1,842 shares 1,842 $378K 0.07% +313 Timeline IBTJ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,016 shares; 2025Q4: 17,161 shares 17,161 $377K 0.07% +3,145 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,898 shares; 2025Q3: 6,098 shares; 2025Q4: 4,998 shares 4,998 $372K 0.07% -1,100 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,266 shares; 2025Q1: 1,276 shares; 2025Q2: 1,464 shares; 2025Q3: 1,481 shares; 2025Q4: 1,145 shares 1,145 $371K 0.07% -336 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,170 shares; 2025Q3: 3,163 shares; 2025Q4: 3,163 shares 3,163 $365K 0.07% 0 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: restricted; 2024Q4: 872 shares; 2025Q1: 688 shares; 2025Q2: 690 shares; 2025Q3: 696 shares; 2025Q4: 692 shares 692 $362K 0.07% -4 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,819 shares; 2025Q2: 2,619 shares; 2025Q3: 2,632 shares; 2025Q4: 2,553 shares 2,553 $352K 0.07% -79 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,320 shares; 2025Q3: 8,520 shares; 2025Q4: 8,420 shares 8,420 $323K 0.06% -100 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,455 shares; 2025Q3: 2,381 shares; 2025Q4: 2,345 shares 2,345 $319K 0.06% -36 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,968 shares; 2025Q3: 4,923 shares; 2025Q4: 4,938 shares 4,938 $315K 0.06% +15 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,284 shares; 2025Q1: 1,297 shares; 2025Q2: 1,296 shares; 2025Q3: 1,310 shares; 2025Q4: 1,299 shares 1,299 $313K 0.06% -11 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,019 shares; 2025Q3: 7,222 shares; 2025Q4: 4,576 shares 4,576 $307K 0.06% -2,646 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,457 shares 14,457 $306K 0.06% new Timeline ESGE 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: restricted; 2024Q4: 7,530 shares; 2025Q1: 7,596 shares; 2025Q2: 7,351 shares; 2025Q3: 7,577 shares; 2025Q4: 6,865 shares 6,865 $303K 0.06% -712 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 765 shares 765 $303K 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,147 shares; 2025Q3: 3,447 shares; 2025Q4: 3,447 shares 3,447 $301K 0.06% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101 shares; 2025Q1: 99 shares; 2025Q2: 94 shares; 2025Q3: 91 shares; 2025Q4: 87 shares 87 $295K 0.06% -4 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: restricted; 2024Q4: 1,597 shares; 2025Q1: 1,762 shares; 2025Q2: 1,600 shares; 2025Q3: 1,501 shares; 2025Q4: 1,393 shares 1,393 $291K 0.06% -108 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,655 shares; 2025Q2: 2,830 shares; 2025Q3: 2,998 shares; 2025Q4: 1,394 shares 1,394 $287K 0.06% -1,604 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 436 shares; 2025Q3: 480 shares; 2025Q4: 436 shares 436 $285K 0.05% -44 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 435 shares; 2025Q1: 411 shares; 2025Q2: 407 shares; 2025Q3: 382 shares; 2025Q4: 1,773 shares 1,773 $272K 0.05% +1,391 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 595 shares; 2025Q3: 588 shares; 2025Q4: 580 shares 580 $270K 0.05% -8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 40 shares; 2025Q4: 49 shares 49 $262K 0.05% +9 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 868 shares; 2025Q3: 868 shares; 2025Q4: 896 shares 896 $259K 0.05% +28 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,920 shares; 2025Q1: 1,903 shares; 2025Q2: 1,835 shares; 2025Q3: 1,853 shares; 2025Q4: 1,672 shares 1,672 $256K 0.05% -181 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,600 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000 $251K 0.05% 0 Timeline BATT AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,947 shares 17,947 $248K 0.05% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,364 shares; 2025Q2: 3,647 shares; 2025Q3: 3,647 shares; 2025Q4: 3,647 shares 3,647 $244K 0.05% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,874 shares; 2025Q3: 2,862 shares; 2025Q4: 2,795 shares 2,795 $244K 0.05% -67 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 501 shares; 2025Q2: 503 shares; 2025Q3: 504 shares; 2025Q4: 507 shares 507 $243K 0.05% +3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,442 shares; 2025Q3: 3,442 shares; 2025Q4: 3,292 shares 3,292 $243K 0.05% -150 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,830 shares; 2025Q1: 3,871 shares; 2025Q2: 3,760 shares; 2025Q3: 3,917 shares; 2025Q4: 3,689 shares 3,689 $232K 0.04% -228 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,970 shares 8,970 $229K 0.04% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,764 shares; 2025Q1: 1,764 shares; 2025Q2: 1,764 shares; 2025Q3: 1,764 shares; 2025Q4: 1,764 shares 1,764 $228K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,858 shares; 2025Q2: 2,661 shares; 2025Q3: 2,558 shares; 2025Q4: 2,383 shares 2,383 $227K 0.04% -175 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 495 shares 495 $225K 0.04% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,670 shares; 2025Q1: 1,509 shares; 2025Q2: 1,507 shares; 2025Q3: 1,495 shares; 2025Q4: 1,439 shares 1,439 $218K 0.04% -56 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,070 shares 7,070 $216K 0.04% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 552 shares 552 $215K 0.04% new Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,840 shares; 2025Q3: not reported; 2025Q4: 2,840 shares 2,840 $215K 0.04% new 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: restricted; 2024Q4: 835 shares; 2025Q1: not reported; 2025Q2: 764 shares; 2025Q3: not reported; 2025Q4: 741 shares 741 $213K 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,315 shares; 2025Q3: 1,315 shares; 2025Q4: 1,315 shares 1,315 $211K 0.04% 0 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144,172 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,850 shares 3,850 $204K 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,354 shares 4,354 $204K 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 982 shares 982 $202K 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,300 shares; 2025Q4: 7,300 shares 7,300 $201K 0.04% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,365 shares; 2025Q1: 18,887 shares; 2025Q2: 12,845 shares; 2025Q3: 12,845 shares; 2025Q4: 12,845 shares 12,845 $68.1K 0.01% 0 Timeline