IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,951 shares; 2024Q4: 36,483 shares; 2025Q1: 31,995 shares; 2025Q2: 31,016 shares; 2025Q3: 32,584 shares 32,584 $21.8M 4.94% +1,568 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,081 shares; 2024Q4: 268,163 shares; 2025Q1: 246,829 shares; 2025Q2: 249,153 shares; 2025Q3: 319,934 shares 319,934 $16.1M 3.64% +70,781 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89,320 shares; 2025Q1: 324,778 shares; 2025Q2: 371,137 shares; 2025Q3: 538,968 shares 538,968 $13.1M 2.96% +167,831 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,806 shares; 2024Q4: 46,467 shares; 2025Q1: 46,667 shares; 2025Q2: 44,966 shares; 2025Q3: 44,096 shares 44,096 $11.2M 2.54% -870 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,843 shares; 2024Q4: 206,284 shares; 2025Q1: 206,842 shares; 2025Q2: 210,917 shares; 2025Q3: 226,627 shares 226,627 $10M 2.27% +15,710 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,338 shares; 2024Q4: 225,961 shares; 2025Q1: 288,368 shares; 2025Q2: 310,459 shares; 2025Q3: 317,832 shares 317,832 $9.9M 2.24% +7,373 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,186 shares; 2024Q4: 150,711 shares; 2025Q1: 142,942 shares; 2025Q2: 145,375 shares; 2025Q3: 172,615 shares 172,615 $8.82M 2% +27,240 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,479 shares; 2024Q4: 17,565 shares; 2025Q1: 17,520 shares; 2025Q2: 17,456 shares; 2025Q3: 16,495 shares 16,495 $8.54M 1.94% -961 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,783 shares; 2025Q1: 191,199 shares; 2025Q2: 260,056 shares; 2025Q3: 290,859 shares 290,859 $7.81M 1.77% +30,803 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,062 shares; 2024Q4: 243,491 shares; 2025Q1: 226,041 shares; 2025Q2: 207,794 shares; 2025Q3: 232,317 shares 232,317 $7.42M 1.68% +24,523 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,992 shares; 2024Q4: 11,750 shares; 2025Q1: 11,129 shares; 2025Q2: 11,082 shares; 2025Q3: 10,898 shares 10,898 $7.26M 1.64% -184 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,847 shares; 2024Q4: 104,459 shares; 2025Q1: 100,674 shares; 2025Q2: 97,601 shares; 2025Q3: 101,392 shares 101,392 $6.85M 1.55% +3,791 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,899 shares; 2024Q4: 110,496 shares; 2025Q1: 109,507 shares; 2025Q2: 123,149 shares; 2025Q3: 126,984 shares 126,984 $6.64M 1.5% +3,835 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,182 shares; 2024Q4: 88,594 shares; 2025Q1: 54,904 shares; 2025Q2: 81,307 shares; 2025Q3: 122,339 shares 122,339 $6.21M 1.41% +41,032 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,930 shares; 2024Q4: 36,617 shares; 2025Q1: 35,731 shares; 2025Q2: 35,152 shares; 2025Q3: 32,234 shares 32,234 $6.01M 1.36% -2,918 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,572 shares; 2024Q4: 9,652 shares; 2025Q1: 10,119 shares; 2025Q2: 9,524 shares; 2025Q3: 9,599 shares 9,599 $5.76M 1.31% +75 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,955 shares; 2024Q4: 18,047 shares; 2025Q1: 18,150 shares; 2025Q2: 23,050 shares; 2025Q3: 23,609 shares 23,609 $5.75M 1.3% +559 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,362 shares; 2025Q1: 61,708 shares; 2025Q2: 81,329 shares; 2025Q3: 109,290 shares 109,290 $5.73M 1.3% +27,961 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,852 shares; 2024Q4: 31,568 shares; 2025Q1: 32,611 shares; 2025Q2: 32,351 shares; 2025Q3: 30,003 shares 30,003 $5.6M 1.27% -2,348 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,211 shares; 2024Q4: 88,294 shares; 2025Q1: 86,890 shares; 2025Q2: 83,054 shares; 2025Q3: 85,737 shares 85,737 $5.6M 1.27% +2,683 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,296 shares; 2024Q4: 30,582 shares; 2025Q1: 30,795 shares; 2025Q2: 30,659 shares; 2025Q3: 29,460 shares 29,460 $5.46M 1.24% -1,199 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,030 shares; 2024Q4: 27,572 shares; 2025Q1: 35,463 shares; 2025Q2: 35,579 shares; 2025Q3: 32,577 shares 32,577 $5.27M 1.19% -3,002 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,517 shares; 2024Q4: 93,451 shares; 2025Q1: 83,579 shares; 2025Q2: 81,668 shares; 2025Q3: 86,299 shares 86,299 $5.17M 1.17% +4,631 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,311 shares; 2024Q4: 14,636 shares; 2025Q1: 14,092 shares; 2025Q2: 17,223 shares; 2025Q3: 19,314 shares 19,314 $4.7M 1.06% +2,091 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,795 shares; 2025Q1: 193,168 shares; 2025Q2: 224,275 shares; 2025Q3: 240,643 shares 240,643 $4.6M 1.04% +16,368 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,270 shares; 2024Q4: 11,370 shares; 2025Q1: 11,037 shares; 2025Q2: 11,296 shares; 2025Q3: 11,156 shares 11,156 $4.52M 1.02% -140 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 12,335 shares; 2025Q1: 30,096 shares; 2025Q2: 35,239 shares; 2025Q3: 35,278 shares 35,278 $4.51M 1.02% +39 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,237 shares; 2024Q4: 50,751 shares; 2025Q1: 52,165 shares; 2025Q2: 55,053 shares; 2025Q3: 59,141 shares 59,141 $4.5M 1.02% +4,088 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,495 shares; 2024Q4: 81,588 shares; 2025Q1: 81,572 shares; 2025Q2: 84,207 shares; 2025Q3: 82,226 shares 82,226 $4.36M 0.99% -1,981 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,614 shares; 2024Q4: 28,792 shares; 2025Q1: 34,889 shares; 2025Q2: 40,186 shares; 2025Q3: 47,382 shares 47,382 $4.22M 0.96% +7,196 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,123 shares; 2024Q4: 85,910 shares; 2025Q1: 92,537 shares; 2025Q2: 92,611 shares; 2025Q3: 94,636 shares 94,636 $4.18M 0.95% +2,025 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,298 shares; 2024Q4: 15,218 shares; 2025Q1: 14,163 shares; 2025Q2: 14,184 shares; 2025Q3: 13,259 shares 13,259 $4.18M 0.95% -925 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,708 shares; 2024Q4: 36,500 shares; 2025Q1: 36,845 shares; 2025Q2: 35,447 shares; 2025Q3: 35,274 shares 35,274 $3.94M 0.89% -173 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,991 shares; 2024Q4: 17,619 shares; 2025Q1: 17,161 shares; 2025Q2: 17,098 shares; 2025Q3: 13,725 shares 13,725 $3.86M 0.87% -3,373 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,349 shares; 2024Q4: 8,895 shares; 2025Q1: 8,898 shares; 2025Q2: 8,905 shares; 2025Q3: 8,786 shares 8,786 $3.71M 0.84% -119 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,170 shares; 2024Q4: 77,000 shares; 2025Q1: 73,509 shares; 2025Q2: 75,040 shares; 2025Q3: 77,952 shares 77,952 $3.71M 0.84% +2,912 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,866 shares; 2024Q4: 581,589 shares; 2025Q1: 146,538 shares; 2025Q2: 138,578 shares; 2025Q3: 156,301 shares 156,301 $3.64M 0.82% +17,723 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,257 shares; 2024Q4: 12,978 shares; 2025Q1: 12,975 shares; 2025Q2: 12,940 shares; 2025Q3: 12,807 shares 12,807 $3.61M 0.82% -133 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,358 shares; 2024Q4: 6,305 shares; 2025Q1: 6,454 shares; 2025Q2: 6,257 shares; 2025Q3: 7,128 shares 7,128 $3.58M 0.81% +871 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,043 shares; 2024Q4: 13,705 shares; 2025Q1: 13,388 shares; 2025Q2: 13,341 shares; 2025Q3: 11,889 shares 11,889 $3.35M 0.76% -1,452 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,932 shares; 2024Q4: 3,794 shares; 2025Q1: 3,672 shares; 2025Q2: 3,542 shares; 2025Q3: 3,550 shares 3,550 $3.29M 0.74% +8 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,011 shares; 2024Q4: 56,860 shares; 2025Q1: 55,981 shares; 2025Q2: 56,447 shares; 2025Q3: 55,420 shares 55,420 $3.29M 0.74% -1,027 FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,235 shares; 2024Q4: 51,659 shares; 2025Q1: 54,301 shares; 2025Q2: 54,636 shares; 2025Q3: 57,572 shares 57,572 $3.25M 0.74% +2,936 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,926 shares; 2024Q4: 22,774 shares; 2025Q1: 23,359 shares; 2025Q2: 22,494 shares; 2025Q3: 22,170 shares 22,170 $3.2M 0.73% -324 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,949 shares; 2024Q4: 10,728 shares; 2025Q1: 12,992 shares; 2025Q2: 11,550 shares; 2025Q3: 11,442 shares 11,442 $3.2M 0.72% -108 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,364 shares; 2024Q4: 18,576 shares; 2025Q1: 18,668 shares; 2025Q2: 18,673 shares; 2025Q3: 18,707 shares 18,707 $3.13M 0.71% +34 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,890 shares; 2024Q4: 8,937 shares; 2025Q1: 8,729 shares; 2025Q2: 8,759 shares; 2025Q3: 8,718 shares 8,718 $3.02M 0.68% -41 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 2,276 shares; 2025Q1: 2,185 shares; 2025Q2: 29,625 shares; 2025Q3: 26,890 shares 26,890 $2.9M 0.66% -2,735 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,030 shares; 2024Q4: 41,211 shares; 2025Q1: 39,975 shares; 2025Q2: 40,056 shares; 2025Q3: 42,230 shares 42,230 $2.89M 0.65% +2,174 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,806 shares; 2024Q4: 39,394 shares; 2025Q1: 38,188 shares; 2025Q2: 35,644 shares; 2025Q3: 34,202 shares 34,202 $2.87M 0.65% -1,442 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,726 shares; 2024Q4: 102,927 shares; 2025Q1: 102,853 shares; 2025Q2: 93,918 shares; 2025Q3: 87,802 shares 87,802 $2.78M 0.63% -6,116 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,299 shares; 2024Q4: 10,214 shares; 2025Q1: 10,728 shares; 2025Q2: 10,636 shares; 2025Q3: 9,882 shares 9,882 $2.76M 0.63% -754 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,326 shares; 2024Q4: 12,579 shares; 2025Q1: 12,450 shares; 2025Q2: 13,334 shares; 2025Q3: 13,352 shares 13,352 $2.76M 0.62% +18 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,017 shares; 2024Q4: 8,019 shares; 2025Q1: 8,020 shares; 2025Q2: 7,927 shares; 2025Q3: 7,612 shares 7,612 $2.71M 0.61% -315 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,465 shares; 2024Q4: 6,447 shares; 2025Q1: 6,323 shares; 2025Q2: 5,555 shares; 2025Q3: 5,418 shares 5,418 $2.7M 0.61% -137 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,115 shares; 2024Q4: 19,506 shares; 2025Q1: 19,634 shares; 2025Q2: 19,318 shares; 2025Q3: 17,288 shares 17,288 $2.68M 0.61% -2,030 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,893 shares; 2024Q4: 275,405 shares; 2025Q1: 273,651 shares; 2025Q2: 270,974 shares; 2025Q3: 266,812 shares 266,812 $2.67M 0.61% -4,162 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,713 shares; 2024Q4: 34,054 shares; 2025Q1: 32,977 shares; 2025Q2: 32,871 shares; 2025Q3: 32,912 shares 32,912 $2.63M 0.6% +41 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,968 shares; 2024Q4: 7,212 shares; 2025Q1: 11,896 shares; 2025Q2: 11,930 shares; 2025Q3: 11,826 shares 11,826 $2.53M 0.57% -104 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,440 shares; 2024Q4: 10,859 shares; 2025Q1: 11,165 shares; 2025Q2: 11,693 shares; 2025Q3: 11,497 shares 11,497 $2.52M 0.57% -196 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,621 shares; 2024Q4: 7,630 shares; 2025Q1: 7,647 shares; 2025Q2: 7,663 shares; 2025Q3: 7,367 shares 7,367 $2.51M 0.57% -296 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,803 shares; 2024Q4: 10,799 shares; 2025Q1: 11,222 shares; 2025Q2: 11,261 shares; 2025Q3: 11,276 shares 11,276 $2.37M 0.54% +15 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,134 shares; 2024Q4: 18,175 shares; 2025Q1: 17,756 shares; 2025Q2: 17,530 shares; 2025Q3: 17,400 shares 17,400 $2.33M 0.53% -130 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,875 shares; 2024Q4: 16,283 shares; 2025Q1: 16,646 shares; 2025Q2: 16,739 shares; 2025Q3: 15,767 shares 15,767 $2.3M 0.52% -972 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,355 shares; 2024Q4: 17,595 shares; 2025Q1: 17,712 shares; 2025Q2: 16,237 shares; 2025Q3: 16,250 shares 16,250 $2.28M 0.52% +13 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,496 shares; 2024Q4: 22,165 shares; 2025Q1: 22,319 shares; 2025Q2: 22,505 shares; 2025Q3: 19,841 shares 19,841 $2.24M 0.51% -2,664 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 3,579 shares; 2025Q1: 3,581 shares; 2025Q2: 3,172 shares; 2025Q3: 3,028 shares 3,028 $2.22M 0.5% -144 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,602 shares; 2024Q4: 4,844 shares; 2025Q1: 6,203 shares; 2025Q2: 5,873 shares; 2025Q3: 6,854 shares 6,854 $2.19M 0.5% +981 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,546 shares; 2024Q4: 14,504 shares; 2025Q1: 14,536 shares; 2025Q2: 14,468 shares; 2025Q3: 14,238 shares 14,238 $2.19M 0.5% -230 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,999 shares; 2024Q4: 149,322 shares; 2025Q1: 152,765 shares; 2025Q2: 152,869 shares; 2025Q3: 131,047 shares 131,047 $2.13M 0.48% -21,822 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,622 shares; 2024Q4: 20,318 shares; 2025Q1: 20,276 shares; 2025Q2: 19,997 shares; 2025Q3: 20,382 shares 20,382 $2.04M 0.46% +385 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,146 shares; 2024Q4: 18,305 shares; 2025Q1: 21,282 shares; 2025Q2: 18,832 shares; 2025Q3: 16,132 shares 16,132 $2M 0.45% -2,700 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,571 shares; 2024Q4: 16,427 shares; 2025Q1: 14,110 shares; 2025Q2: 13,683 shares; 2025Q3: 13,699 shares 13,699 $1.99M 0.45% +16 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,273 shares; 2024Q4: 16,996 shares; 2025Q1: 16,139 shares; 2025Q2: 16,021 shares; 2025Q3: 16,164 shares 16,164 $1.92M 0.44% +143 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,309 shares; 2024Q4: 15,714 shares; 2025Q1: 15,668 shares; 2025Q2: 15,475 shares; 2025Q3: 15,452 shares 15,452 $1.87M 0.42% -23 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,194 shares; 2024Q4: 34,817 shares; 2025Q1: 35,360 shares; 2025Q2: 35,902 shares; 2025Q3: 36,448 shares 36,448 $1.85M 0.42% +546 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,130 shares; 2024Q4: 12,536 shares; 2025Q1: 12,525 shares; 2025Q2: 12,720 shares; 2025Q3: 12,763 shares 12,763 $1.77M 0.4% +43 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,369 shares; 2024Q4: 15,103 shares; 2025Q1: 16,078 shares; 2025Q2: 15,173 shares; 2025Q3: 17,827 shares 17,827 $1.71M 0.39% +2,654 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,057 shares; 2025Q3: 4,918 shares 4,918 $1.7M 0.39% +3,861 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,071 shares; 2024Q4: 8,104 shares; 2025Q1: 8,230 shares; 2025Q2: 5,531 shares; 2025Q3: 5,538 shares 5,538 $1.68M 0.38% +7 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,367 shares; 2024Q4: 24,756 shares; 2025Q1: 25,310 shares; 2025Q2: 25,133 shares; 2025Q3: 24,558 shares 24,558 $1.67M 0.38% -575 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,288 shares; 2024Q4: 206,423 shares; 2025Q1: 116,167 shares; 2025Q2: 135,355 shares; 2025Q3: 80,554 shares 80,554 $1.57M 0.35% -54,801 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,145 shares 8,145 $1.56M 0.35% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,981 shares; 2024Q4: 29,895 shares; 2025Q1: 29,561 shares; 2025Q2: 27,589 shares; 2025Q3: 26,296 shares 26,296 $1.54M 0.35% -1,293 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,389 shares; 2024Q4: 5,350 shares; 2025Q1: 5,157 shares; 2025Q2: 5,095 shares; 2025Q3: 5,072 shares 5,072 $1.49M 0.34% -23 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,424 shares; 2024Q4: 24,394 shares; 2025Q1: 25,194 shares; 2025Q2: 23,009 shares; 2025Q3: 25,092 shares 25,092 $1.39M 0.32% +2,083 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,896 shares; 2024Q4: 6,905 shares; 2025Q1: 6,788 shares; 2025Q2: 6,801 shares; 2025Q3: 5,801 shares 5,801 $1.34M 0.3% -1,000 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,728 shares; 2024Q4: 23,672 shares; 2025Q1: 23,748 shares; 2025Q2: 23,248 shares; 2025Q3: 23,276 shares 23,276 $1.32M 0.3% +28 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,539 shares; 2024Q4: 6,567 shares; 2025Q1: 6,603 shares; 2025Q2: 6,603 shares; 2025Q3: 6,376 shares 6,376 $1.31M 0.3% -227 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,068 shares; 2024Q4: 5,084 shares; 2025Q1: 5,026 shares; 2025Q2: 5,026 shares; 2025Q3: 4,786 shares 4,786 $1.31M 0.3% -240 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,302 shares; 2024Q4: 6,923 shares; 2025Q1: 6,385 shares; 2025Q2: 4,332 shares; 2025Q3: 4,309 shares 4,309 $1.28M 0.29% -23 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,638 shares; 2024Q4: 5,517 shares; 2025Q1: 5,552 shares; 2025Q2: 5,254 shares; 2025Q3: 5,099 shares 5,099 $1.26M 0.28% -155 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,995 shares; 2024Q4: 9,906 shares; 2025Q1: 9,911 shares; 2025Q2: 9,779 shares; 2025Q3: 9,436 shares 9,436 $1.17M 0.27% -343 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,449 shares; 2024Q4: 18,931 shares; 2025Q1: 18,882 shares; 2025Q2: 17,067 shares; 2025Q3: 17,113 shares 17,113 $1.13M 0.26% +46 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,700 shares; 2024Q4: 18,650 shares; 2025Q1: 26,465 shares; 2025Q2: 22,000 shares; 2025Q3: 22,300 shares 22,300 $1.13M 0.26% +300 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,601 shares; 2024Q4: 3,498 shares; 2025Q1: 3,976 shares; 2025Q2: 3,962 shares; 2025Q3: 3,965 shares 3,965 $1.12M 0.25% +3 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,082 shares; 2024Q4: 34,149 shares; 2025Q1: 31,764 shares; 2025Q2: 22,924 shares; 2025Q3: 20,513 shares 20,513 $1.11M 0.25% -2,411 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 820 shares; 2025Q1: 876 shares; 2025Q2: 1,090 shares; 2025Q3: 1,443 shares 1,443 $1.1M 0.25% +353 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,780 shares; 2024Q4: 7,510 shares; 2025Q1: 5,635 shares; 2025Q2: 6,570 shares; 2025Q3: 6,010 shares 6,010 $1.1M 0.25% -560 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,477 shares; 2024Q4: 8,425 shares; 2025Q1: 8,438 shares; 2025Q2: 8,006 shares; 2025Q3: 7,390 shares 7,390 $1.08M 0.24% -616 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,175 shares; 2024Q4: 4,182 shares; 2025Q1: 4,115 shares; 2025Q2: 4,107 shares; 2025Q3: 4,111 shares 4,111 $1.07M 0.24% +4 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 2,746 shares; 2025Q1: 2,634 shares; 2025Q2: 1,705 shares; 2025Q3: 1,747 shares 1,747 $1.07M 0.24% +42 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,993 shares; 2025Q2: 7,303 shares; 2025Q3: 7,321 shares 7,321 $1.04M 0.24% +18 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,766 shares; 2024Q4: 4,290 shares; 2025Q1: 4,684 shares; 2025Q2: 4,710 shares; 2025Q3: 4,806 shares 4,806 $1.04M 0.23% +96 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 2,206 shares; 2025Q1: 2,220 shares; 2025Q2: 2,209 shares; 2025Q3: 2,208 shares 2,208 $1.01M 0.23% -1 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,066 shares; 2024Q4: 2,066 shares; 2025Q1: 2,117 shares; 2025Q2: 2,143 shares; 2025Q3: 2,110 shares 2,110 $1.01M 0.23% -33 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,505 shares; 2024Q4: 7,435 shares; 2025Q1: 7,473 shares; 2025Q2: 7,469 shares; 2025Q3: 7,490 shares 7,490 $982K 0.22% +21 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,675 shares; 2024Q4: 11,671 shares; 2025Q1: 11,670 shares; 2025Q2: 12,984 shares; 2025Q3: 12,814 shares 12,814 $932K 0.21% -170 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,758 shares; 2025Q1: 1,757 shares; 2025Q2: 1,748 shares; 2025Q3: 1,747 shares 1,747 $871K 0.2% -1 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,614 shares; 2024Q4: 12,624 shares; 2025Q1: 12,728 shares; 2025Q2: 14,109 shares; 2025Q3: 14,540 shares 14,540 $832K 0.19% +431 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,762 shares; 2024Q4: 12,802 shares; 2025Q1: 12,860 shares; 2025Q2: 12,885 shares; 2025Q3: 12,284 shares 12,284 $822K 0.19% -601 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,935 shares; 2024Q4: 16,495 shares; 2025Q1: 16,495 shares; 2025Q2: 16,052 shares; 2025Q3: 15,702 shares 15,702 $817K 0.19% -350 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,593 shares; 2024Q4: 11,603 shares; 2025Q1: 11,644 shares; 2025Q2: 10,949 shares; 2025Q3: 8,190 shares 8,190 $776K 0.18% -2,759 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,844 shares; 2024Q4: 18,844 shares; 2025Q1: 19,744 shares; 2025Q2: 19,744 shares; 2025Q3: 20,114 shares 20,114 $767K 0.17% +370 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,965 shares; 2025Q3: 9,965 shares 9,965 $754K 0.17% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,641 shares; 2024Q4: 1,627 shares; 2025Q1: 1,409 shares; 2025Q2: 1,343 shares; 2025Q3: 1,322 shares 1,322 $752K 0.17% -21 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,580 shares; 2024Q4: 60,393 shares; 2025Q1: 51,780 shares; 2025Q2: 44,695 shares; 2025Q3: 28,219 shares 28,219 $719K 0.16% -16,476 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,141 shares; 2024Q4: 24,425 shares; 2025Q1: 24,476 shares; 2025Q2: 24,212 shares; 2025Q3: 24,138 shares 24,138 $703K 0.16% -74 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,703 shares; 2024Q4: 7,715 shares; 2025Q1: 7,724 shares; 2025Q2: 7,728 shares; 2025Q3: 7,788 shares 7,788 $682K 0.15% +60 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,455 shares; 2025Q3: 8,838 shares 8,838 $649K 0.15% -1,617 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,765 shares; 2025Q2: 12,765 shares; 2025Q3: 12,765 shares 12,765 $648K 0.15% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,006 shares; 2024Q4: 6,239 shares; 2025Q1: 8,549 shares; 2025Q2: 10,436 shares; 2025Q3: 9,223 shares 9,223 $643K 0.15% -1,213 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,801 shares; 2024Q4: 11,146 shares; 2025Q1: 11,204 shares; 2025Q2: 12,323 shares; 2025Q3: 7,551 shares 7,551 $639K 0.14% -4,772 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,824 shares; 2024Q4: 3,675 shares; 2025Q1: 3,740 shares; 2025Q2: 8,269 shares; 2025Q3: 8,543 shares 8,543 $635K 0.14% +274 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,318 shares; 2024Q4: 5,332 shares; 2025Q1: 5,238 shares; 2025Q2: 5,058 shares; 2025Q3: 5,008 shares 5,008 $620K 0.14% -50 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 709 shares; 2025Q1: 713 shares; 2025Q2: 660 shares; 2025Q3: 636 shares 636 $606K 0.14% -24 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,007 shares; 2024Q4: 2,022 shares; 2025Q1: 2,007 shares; 2025Q2: 2,022 shares; 2025Q3: 2,053 shares 2,053 $603K 0.14% +31 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,275 shares; 2025Q1: 1,122 shares; 2025Q2: 1,038 shares; 2025Q3: 1,003 shares 1,003 $598K 0.14% -35 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,659 shares; 2024Q4: 7,604 shares; 2025Q1: 7,463 shares; 2025Q2: 6,123 shares; 2025Q3: 6,023 shares 6,023 $551K 0.12% -100 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,003 shares; 2024Q4: 20,809 shares; 2025Q1: 20,808 shares; 2025Q2: 20,147 shares; 2025Q3: 20,854 shares 20,854 $549K 0.12% +707 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,750 shares; 2024Q4: 8,750 shares; 2025Q1: 7,650 shares; 2025Q2: 7,650 shares; 2025Q3: 7,800 shares 7,800 $547K 0.12% +150 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 1,663 shares; 2025Q1: not reported; 2025Q2: 5,265 shares; 2025Q3: 5,335 shares 5,335 $541K 0.12% +70 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,665 shares; 2024Q4: 42,415 shares; 2025Q1: 36,714 shares; 2025Q2: 27,784 shares; 2025Q3: 19,759 shares 19,759 $533K 0.12% -8,025 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,069 shares; 2024Q4: 5,027 shares; 2025Q1: 4,989 shares; 2025Q2: 4,864 shares; 2025Q3: 4,090 shares 4,090 $518K 0.12% -774 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,572 shares; 2024Q4: 3,807 shares; 2025Q1: 3,759 shares; 2025Q2: 3,849 shares; 2025Q3: 3,849 shares 3,849 $513K 0.12% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,671 shares; 2024Q4: 2,682 shares; 2025Q1: 2,680 shares; 2025Q2: 2,624 shares; 2025Q3: 2,581 shares 2,581 $512K 0.12% -43 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,818 shares; 2024Q4: 5,830 shares; 2025Q1: 5,335 shares; 2025Q2: 5,347 shares; 2025Q3: 5,359 shares 5,359 $505K 0.11% +12 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 3,296 shares; 2025Q1: 3,278 shares; 2025Q2: 3,299 shares; 2025Q3: 3,305 shares 3,305 $504K 0.11% +6 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,416 shares; 2024Q4: 4,543 shares; 2025Q1: 4,646 shares; 2025Q2: 4,860 shares; 2025Q3: 4,768 shares 4,768 $491K 0.11% -92 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,304 shares; 2025Q1: 3,363 shares; 2025Q2: 3,330 shares; 2025Q3: 2,591 shares 2,591 $476K 0.11% -739 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,584 shares; 2024Q4: 8,665 shares; 2025Q1: 8,902 shares; 2025Q2: 9,253 shares; 2025Q3: 9,032 shares 9,032 $466K 0.11% -221 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,353 shares; 2024Q4: 6,353 shares; 2025Q1: 6,353 shares; 2025Q2: 6,353 shares; 2025Q3: 6,353 shares 6,353 $460K 0.1% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,999 shares; 2024Q4: 4,820 shares; 2025Q1: 3,838 shares; 2025Q2: 3,349 shares; 2025Q3: 2,448 shares 2,448 $458K 0.1% -901 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,019 shares; 2025Q1: 996 shares; 2025Q2: 1,103 shares; 2025Q3: 943 shares 943 $458K 0.1% -160 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,382 shares 2,382 $448K 0.1% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,315 shares; 2025Q1: 2,395 shares; 2025Q2: 1,490 shares; 2025Q3: 1,490 shares 1,490 $446K 0.1% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 517 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,272 shares 1,272 $439K 0.1% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,345 shares; 2024Q4: 7,360 shares; 2025Q1: 8,020 shares; 2025Q2: 8,160 shares; 2025Q3: 6,535 shares 6,535 $438K 0.1% -1,625 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 6,085 shares; 2025Q1: 6,141 shares; 2025Q2: 5,440 shares; 2025Q3: 5,443 shares 5,443 $435K 0.1% +3 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 998 shares; 2025Q1: 998 shares; 2025Q2: 1,068 shares; 2025Q3: 1,028 shares 1,028 $434K 0.1% -40 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,340 shares; 2024Q4: 8,810 shares; 2025Q1: 8,795 shares; 2025Q2: 8,795 shares; 2025Q3: 12,690 shares 12,690 $433K 0.1% +3,895 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,256 shares; 2025Q1: 1,270 shares; 2025Q2: 1,281 shares; 2025Q3: 1,259 shares 1,259 $430K 0.1% -22 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,568 shares; 2024Q4: 4,583 shares; 2025Q1: 4,289 shares; 2025Q2: 8,598 shares; 2025Q3: 8,614 shares 8,614 $422K 0.1% +16 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 12,920 shares; 2025Q1: 12,956 shares; 2025Q2: 12,655 shares; 2025Q3: 12,655 shares 12,655 $422K 0.1% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,990 shares; 2024Q4: 1,520 shares; 2025Q1: not reported; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares 2,520 $422K 0.1% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,925 shares; 2025Q1: 4,080 shares; 2025Q2: 4,191 shares; 2025Q3: 4,082 shares 4,082 $414K 0.09% -109 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,921 shares; 2024Q4: 4,499 shares; 2025Q1: not reported; 2025Q2: 7,015 shares; 2025Q3: 6,858 shares 6,858 $412K 0.09% -157 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,718 shares; 2024Q4: 1,729 shares; 2025Q1: 1,757 shares; 2025Q2: 1,714 shares; 2025Q3: 1,723 shares 1,723 $407K 0.09% +9 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,741 shares; 2024Q4: 6,974 shares; 2025Q1: 5,074 shares; 2025Q2: 5,065 shares; 2025Q3: 5,027 shares 5,027 $402K 0.09% -38 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,810 shares; 2024Q4: 4,610 shares; 2025Q1: 4,760 shares; 2025Q2: 4,760 shares; 2025Q3: 4,505 shares 4,505 $393K 0.09% -255 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,828 shares; 2024Q4: 4,520 shares; 2025Q1: 4,280 shares; 2025Q2: 4,052 shares; 2025Q3: 3,241 shares 3,241 $389K 0.09% -811 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,661 shares; 2024Q4: 12,750 shares; 2025Q1: 13,796 shares; 2025Q2: 13,796 shares; 2025Q3: 13,756 shares 13,756 $388K 0.09% -40 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455 shares; 2024Q4: 456 shares; 2025Q1: 457 shares; 2025Q2: 1,479 shares; 2025Q3: 509 shares 509 $380K 0.09% -970 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 796 shares; 2025Q1: 803 shares; 2025Q2: 797 shares; 2025Q3: 797 shares 797 $380K 0.09% 0 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,290 shares; 2025Q3: 7,295 shares 7,295 $377K 0.09% -1,995 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,515 shares; 2024Q4: 8,515 shares; 2025Q1: 8,620 shares; 2025Q2: 8,620 shares; 2025Q3: 8,620 shares 8,620 $365K 0.08% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,973 shares; 2024Q4: 3,318 shares; 2025Q1: 3,348 shares; 2025Q2: 3,173 shares; 2025Q3: 3,173 shares 3,173 $363K 0.08% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870 shares; 2024Q4: 871 shares; 2025Q1: 832 shares; 2025Q2: 824 shares; 2025Q3: 771 shares 771 $361K 0.08% -53 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,457 shares; 2024Q4: 1,464 shares; 2025Q1: 1,481 shares; 2025Q2: 1,458 shares; 2025Q3: 1,453 shares 1,453 $357K 0.08% -5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 889 shares; 2025Q1: 880 shares; 2025Q2: 877 shares; 2025Q3: 1,037 shares 1,037 $335K 0.08% +160 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 259 shares; 2025Q1: 277 shares; 2025Q2: 277 shares; 2025Q3: 278 shares 278 $333K 0.08% +1 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 2,567 shares; 2025Q1: 2,568 shares; 2025Q2: 2,573 shares; 2025Q3: 2,573 shares 2,573 $330K 0.07% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,164 shares; 2024Q4: 1,165 shares; 2025Q1: 1,238 shares; 2025Q2: 1,251 shares; 2025Q3: 1,293 shares 1,293 $329K 0.07% +42 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,575 shares; 2024Q4: 3,588 shares; 2025Q1: 3,611 shares; 2025Q2: 3,600 shares; 2025Q3: 3,589 shares 3,589 $328K 0.07% -11 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,683 shares; 2024Q4: 6,673 shares; 2025Q1: 6,528 shares; 2025Q2: 6,520 shares; 2025Q3: 4,332 shares 4,332 $327K 0.07% -2,188 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,137 shares; 2024Q4: 7,271 shares; 2025Q1: 7,542 shares; 2025Q2: 8,342 shares; 2025Q3: 6,542 shares 6,542 $326K 0.07% -1,800 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,003 shares; 2025Q3: 972 shares 972 $321K 0.07% -31 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 2,011 shares; 2025Q1: 2,027 shares; 2025Q2: 1,860 shares; 2025Q3: 1,864 shares 1,864 $318K 0.07% +4 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: 418 shares; 2025Q3: 399 shares 399 $318K 0.07% -19 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 1,582 shares; 2025Q1: 1,582 shares; 2025Q2: 1,582 shares; 2025Q3: 1,582 shares 1,582 $310K 0.07% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,159 shares; 2025Q1: not reported; 2025Q2: 1,332 shares; 2025Q3: 1,574 shares 1,574 $306K 0.07% +242 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,724 shares; 2024Q4: 25,085 shares; 2025Q1: 16,679 shares; 2025Q2: 12,587 shares; 2025Q3: 13,008 shares 13,008 $305K 0.07% +421 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 806 shares; 2025Q1: 826 shares; 2025Q2: 816 shares; 2025Q3: 816 shares 816 $302K 0.07% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,135 shares; 2024Q4: 3,166 shares; 2025Q1: 3,167 shares; 2025Q2: 3,206 shares; 2025Q3: 3,206 shares 3,206 $299K 0.07% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,811 shares; 2024Q4: 6,791 shares; 2025Q1: 6,646 shares; 2025Q2: 6,646 shares; 2025Q3: 6,646 shares 6,646 $297K 0.07% 0 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,426 shares; 2024Q4: 19,929 shares; 2025Q1: 19,429 shares; 2025Q2: 19,940 shares; 2025Q3: 20,478 shares 20,478 $296K 0.07% +538 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 822 shares; 2025Q1: 825 shares; 2025Q2: 903 shares; 2025Q3: 877 shares 877 $291K 0.07% -26 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,825 shares; 2024Q4: 4,827 shares; 2025Q1: 4,874 shares; 2025Q2: 4,882 shares; 2025Q3: 4,855 shares 4,855 $290K 0.07% -27 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,975 shares; 2024Q4: 2,975 shares; 2025Q1: 2,975 shares; 2025Q2: 2,975 shares; 2025Q3: 2,975 shares 2,975 $287K 0.07% 0 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,715 shares; 2024Q4: 21,480 shares; 2025Q1: 8,100 shares; 2025Q2: 8,400 shares; 2025Q3: 9,250 shares 9,250 $285K 0.06% +850 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 1,334 shares; 2025Q1: 1,368 shares; 2025Q2: 1,405 shares; 2025Q3: 1,401 shares 1,401 $285K 0.06% -4 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 3,758 shares; 2025Q1: 3,668 shares; 2025Q2: 3,614 shares; 2025Q3: 2,539 shares 2,539 $282K 0.06% -1,075 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,890 shares; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares 2,880 $282K 0.06% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,646 shares; 2025Q1: 4,496 shares; 2025Q2: 4,496 shares; 2025Q3: 4,506 shares 4,506 $281K 0.06% +10 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 930 shares; 2025Q3: 931 shares 931 $280K 0.06% +1 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,071 shares; 2025Q1: 1,086 shares; 2025Q2: 1,071 shares; 2025Q3: 1,082 shares 1,082 $277K 0.06% +11 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 1,323 shares; 2025Q1: 1,341 shares; 2025Q2: 1,346 shares; 2025Q3: 1,357 shares 1,357 $276K 0.06% +11 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 1,914 shares; 2025Q1: 1,920 shares; 2025Q2: 1,927 shares; 2025Q3: 1,934 shares 1,934 $270K 0.06% +7 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,649 shares; 2024Q4: 5,367 shares; 2025Q1: 594 shares; 2025Q2: 2,410 shares; 2025Q3: 3,047 shares 3,047 $266K 0.06% +637 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,802 shares; 2024Q4: 2,787 shares; 2025Q1: 2,792 shares; 2025Q2: 2,796 shares; 2025Q3: 2,800 shares 2,800 $266K 0.06% +4 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 736 shares; 2025Q1: 642 shares; 2025Q2: 642 shares; 2025Q3: 554 shares 554 $266K 0.06% -88 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,292 shares; 2024Q4: 10,301 shares; 2025Q1: 8,310 shares; 2025Q2: 10,305 shares; 2025Q3: 10,275 shares 10,275 $265K 0.06% -30 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 1,027 shares; 2025Q1: 1,055 shares; 2025Q2: 1,029 shares; 2025Q3: 1,052 shares 1,052 $264K 0.06% +23 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: 814 shares; 2025Q1: not reported; 2025Q2: 1,090 shares; 2025Q3: 1,091 shares 1,091 $257K 0.06% +1 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,276 shares; 2024Q4: 4,806 shares; 2025Q1: 4,806 shares; 2025Q2: 3,609 shares; 2025Q3: 3,568 shares 3,568 $256K 0.06% -41 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,738 shares; 2024Q4: 7,372 shares; 2025Q1: 7,407 shares; 2025Q2: not reported; 2025Q3: 7,474 shares 7,474 $251K 0.06% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 456 shares; 2025Q3: 456 shares 456 $249K 0.06% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 202 shares; 2025Q1: not reported; 2025Q2: 220 shares; 2025Q3: 210 shares 210 $245K 0.06% -10 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,584 shares; 2024Q4: 4,619 shares; 2025Q1: 4,800 shares; 2025Q2: 4,994 shares; 2025Q3: 5,015 shares 5,015 $242K 0.05% +21 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,998 shares; 2024Q4: 6,998 shares; 2025Q1: 6,998 shares; 2025Q2: 6,998 shares; 2025Q3: 6,998 shares 6,998 $241K 0.05% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: not reported; 2025Q1: 483 shares; 2025Q2: 480 shares; 2025Q3: 478 shares 478 $227K 0.05% -2 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,639 shares; 2024Q4: 17,703 shares; 2025Q1: 14,210 shares; 2025Q2: 13,465 shares; 2025Q3: 4,419 shares 4,419 $223K 0.05% -9,046 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,265 shares; 2024Q4: 10,152 shares; 2025Q1: 5,238 shares; 2025Q2: 4,198 shares; 2025Q3: 2,614 shares 2,614 $218K 0.05% -1,584 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,240 shares 1,240 $211K 0.05% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $209K 0.05% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,045 shares; 2024Q4: 2,050 shares; 2025Q1: 2,325 shares; 2025Q2: not reported; 2025Q3: 2,213 shares 2,213 $209K 0.05% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,572 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,200 shares 6,200 $208K 0.05% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,001 shares 1,001 $201K 0.05% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,495 shares; 2024Q4: 2,512 shares; 2025Q1: 1,926 shares; 2025Q2: 1,253 shares; 2025Q3: 1,239 shares 1,239 $201K 0.05% -14 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: not reported; 2025Q1: 4,285 shares; 2025Q2: 24,490 shares; 2025Q3: 4,721 shares 4,721 $130K 0.03% -19,769 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: not reported; 2025Q1: 1,391 shares; 2025Q2: 1,705 shares; 2025Q3: 1,538 shares 1,538 $101K 0.02% -167 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: not reported; 2025Q1: 1,038 shares; 2025Q2: 2,054 shares; 2025Q3: 1,046 shares 1,046 $92.7K 0.02% -1,008 Timeline ARMP ARMATA PHARMACEUTICALS INC More: the full row for ARMATA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares 30,000 $89.4K 0.02% 0 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: not reported; 2025Q1: 936 shares; 2025Q2: 948 shares; 2025Q3: 783 shares 783 $82.2K 0.02% -165 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: not reported; 2025Q1: 663 shares; 2025Q2: not reported; 2025Q3: 786 shares 786 $61.4K 0.01% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: not reported; 2025Q1: 1,965 shares; 2025Q2: 12,104 shares; 2025Q3: 1,846 shares 1,846 $39.8K 0.01% -10,258 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,576 shares; 2024Q4: 47,203 shares; 2025Q1: 1,530 shares; 2025Q2: 666 shares; 2025Q3: 710 shares 710 $36.6K 0.01% +44 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: not reported; 2025Q1: 490 shares; 2025Q2: 788 shares; 2025Q3: 821 shares 821 $36.1K 0.01% +33 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: not reported; 2025Q1: 682 shares; 2025Q2: 1,336 shares; 2025Q3: 1,382 shares 1,382 $33.7K 0.01% +46 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,519 shares; 2024Q4: 17,563 shares; 2025Q1: 18,086 shares; 2025Q2: 13,301 shares; 2025Q3: 870 shares 870 $30.4K 0.01% -12,431 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: not reported; 2025Q1: 458 shares; 2025Q2: 2,448 shares; 2025Q3: 380 shares 380 $20.6K <0.01% -2,068 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,133 shares; 2024Q4: not reported; 2025Q1: 1,273 shares; 2025Q2: 1,285 shares; 2025Q3: 688 shares 688 $19.2K <0.01% -597 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198 shares; 2024Q4: not reported; 2025Q1: 611 shares; 2025Q2: 655 shares; 2025Q3: 642 shares 642 $19K <0.01% -13 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: not reported; 2025Q1: 387 shares; 2025Q2: 167 shares; 2025Q3: 401 shares 401 $10.8K <0.01% +234 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: not reported; 2025Q1: 114 shares; 2025Q2: 125 shares; 2025Q3: 171 shares 171 $10.1K <0.01% +46 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: not reported; 2025Q1: 199 shares; 2025Q2: 204 shares; 2025Q3: 217 shares 217 $9.87K <0.01% +13 Timeline IFLN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 41 shares; 2025Q3: 118 shares 118 $2.19K <0.01% +77 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 19 shares 19 $705 <0.01% +7 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 7 shares 7 $701 <0.01% +3 Timeline