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: 301,168 shares; 2024Q4: 302,356 shares; 2025Q1: 303,660 shares; 2025Q2: 300,558 shares; 2025Q3: 300,431 shares; 2025Q4: 297,909 shares 297,909 $204M 21.83% -2,522 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: 155,891 shares; 2024Q4: 150,532 shares; 2025Q1: 153,115 shares; 2025Q2: 159,699 shares; 2025Q3: 164,242 shares; 2025Q4: 167,567 shares 167,567 $45.6M 4.87% +3,325 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,407 shares; 2024Q4: 98,180 shares; 2025Q1: 97,185 shares; 2025Q2: 95,896 shares; 2025Q3: 114,619 shares; 2025Q4: 113,430 shares 113,430 $38M 4.07% -1,189 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112,583 shares; 2024Q4: 1,075,927 shares; 2025Q1: 1,076,117 shares; 2025Q2: 1,075,988 shares; 2025Q3: 1,076,404 shares; 2025Q4: 1,074,845 shares 1,074,845 $31M 3.31% -1,559 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: 107,325 shares; 2024Q4: 87,694 shares; 2025Q1: 99,448 shares; 2025Q2: 116,652 shares; 2025Q3: 136,774 shares; 2025Q4: 142,559 shares 142,559 $26.6M 2.84% +5,785 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: 39,842 shares; 2024Q4: 27,803 shares; 2025Q1: 26,574 shares; 2025Q2: 26,854 shares; 2025Q3: 34,896 shares; 2025Q4: 38,440 shares 38,440 $26.2M 2.8% +3,544 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: 46,659 shares; 2024Q4: 43,702 shares; 2025Q1: 46,367 shares; 2025Q2: 48,958 shares; 2025Q3: 50,847 shares; 2025Q4: 53,850 shares 53,850 $26M 2.79% +3,003 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: 145,655 shares; 2024Q4: 145,246 shares; 2025Q1: 145,401 shares; 2025Q2: 145,382 shares; 2025Q3: 147,556 shares; 2025Q4: 147,653 shares 147,653 $23.8M 2.54% +97 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: 85,176 shares; 2024Q4: 86,079 shares; 2025Q1: 86,470 shares; 2025Q2: 91,368 shares; 2025Q3: 87,935 shares; 2025Q4: 88,980 shares 88,980 $20.3M 2.18% +1,045 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: 27,623 shares; 2024Q4: 27,164 shares; 2025Q1: 27,517 shares; 2025Q2: 28,268 shares; 2025Q3: 28,720 shares; 2025Q4: 29,253 shares 29,253 $19.3M 2.07% +533 Timeline ACWI 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: 113,957 shares; 2024Q4: 124,711 shares; 2025Q1: 84,507 shares; 2025Q2: 89,138 shares; 2025Q3: 118,258 shares; 2025Q4: 118,710 shares 118,710 $16.8M 1.8% +452 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: 54,232 shares; 2024Q4: 52,034 shares; 2025Q1: 56,738 shares; 2025Q2: 61,001 shares; 2025Q3: 63,225 shares; 2025Q4: 67,960 shares 67,960 $15.7M 1.68% +4,735 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: 113,876 shares; 2024Q4: 114,556 shares; 2025Q1: 115,237 shares; 2025Q2: 120,745 shares; 2025Q3: 118,644 shares; 2025Q4: 120,246 shares 120,246 $15.1M 1.61% +1,602 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: 27,710 shares; 2024Q4: 27,611 shares; 2025Q1: 27,877 shares; 2025Q2: 26,221 shares; 2025Q3: 27,376 shares; 2025Q4: 28,037 shares 28,037 $14.1M 1.51% +661 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: 42,533 shares; 2024Q4: 39,957 shares; 2025Q1: 34,626 shares; 2025Q2: 38,435 shares; 2025Q3: 41,301 shares; 2025Q4: 44,386 shares 44,386 $13.9M 1.49% +3,085 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,640 shares; 2024Q4: 63,644 shares; 2025Q1: 63,689 shares; 2025Q2: 63,683 shares; 2025Q3: 63,680 shares; 2025Q4: 63,729 shares 63,729 $11.8M 1.26% +49 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: 30,069 shares; 2024Q4: 29,123 shares; 2025Q1: 27,847 shares; 2025Q2: 31,230 shares; 2025Q3: 29,783 shares; 2025Q4: 34,656 shares 34,656 $11.2M 1.19% +4,873 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: 72,254 shares; 2024Q4: 70,564 shares; 2025Q1: 69,853 shares; 2025Q2: 68,052 shares; 2025Q3: 68,417 shares; 2025Q4: 70,103 shares 70,103 $10M 1.07% +1,686 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 5,891 shares; 2025Q1: 6,581 shares; 2025Q2: 7,281 shares; 2025Q3: 30,063 shares; 2025Q4: 30,067 shares 30,067 $9.93M 1.06% +4 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: 22,497 shares; 2024Q4: 22,898 shares; 2025Q1: 24,184 shares; 2025Q2: 23,118 shares; 2025Q3: 24,300 shares; 2025Q4: 26,066 shares 26,066 $9.02M 0.97% +1,766 Timeline IVW 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: 65,783 shares; 2024Q4: 65,956 shares; 2025Q1: 62,930 shares; 2025Q2: 62,125 shares; 2025Q3: 61,886 shares; 2025Q4: 61,324 shares 61,324 $7.56M 0.81% -562 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: 44,876 shares; 2024Q4: 49,875 shares; 2025Q1: 55,087 shares; 2025Q2: 61,256 shares; 2025Q3: 60,475 shares; 2025Q4: 62,840 shares 62,840 $7M 0.75% +2,365 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 331,295 shares; 2025Q2: 331,295 shares; 2025Q3: 331,295 shares; 2025Q4: 331,295 shares 331,295 $6.54M 0.7% 0 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: 69,358 shares; 2024Q4: 72,388 shares; 2025Q1: 71,609 shares; 2025Q2: 75,230 shares; 2025Q3: 76,392 shares; 2025Q4: 90,940 shares 90,940 $6M 0.64% +14,548 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: 4,346 shares; 2024Q4: 3,818 shares; 2025Q1: 4,227 shares; 2025Q2: 4,250 shares; 2025Q3: 4,979 shares; 2025Q4: 5,203 shares 5,203 $5.59M 0.6% +224 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: 21,011 shares; 2024Q4: 15,953 shares; 2025Q1: 19,870 shares; 2025Q2: 18,141 shares; 2025Q3: 17,659 shares; 2025Q4: 17,368 shares 17,368 $5.45M 0.58% -291 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: 9,116 shares; 2024Q4: 9,163 shares; 2025Q1: 9,546 shares; 2025Q2: 8,627 shares; 2025Q3: 8,823 shares; 2025Q4: 9,323 shares 9,323 $5.32M 0.57% +500 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: 9,228 shares; 2024Q4: 9,127 shares; 2025Q1: 9,662 shares; 2025Q2: 10,374 shares; 2025Q3: 10,968 shares; 2025Q4: 11,628 shares 11,628 $5.23M 0.56% +660 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: 50,230 shares; 2024Q4: 47,927 shares; 2025Q1: 46,435 shares; 2025Q2: 49,195 shares; 2025Q3: 44,810 shares; 2025Q4: 53,061 shares 53,061 $5.1M 0.55% +8,251 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,035 shares; 2024Q4: 41,707 shares; 2025Q1: 42,746 shares; 2025Q2: 45,230 shares; 2025Q3: 38,806 shares; 2025Q4: 48,271 shares 48,271 $4.65M 0.5% +9,465 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: 15,021 shares; 2024Q4: 17,122 shares; 2025Q1: 16,570 shares; 2025Q2: 19,864 shares; 2025Q3: 20,672 shares; 2025Q4: 22,160 shares 22,160 $4.59M 0.49% +1,488 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: 13,339 shares; 2024Q4: 10,934 shares; 2025Q1: 9,698 shares; 2025Q2: 10,185 shares; 2025Q3: 12,472 shares; 2025Q4: 12,633 shares 12,633 $4.43M 0.47% +161 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,474 shares; 2024Q4: 48,805 shares; 2025Q1: 48,625 shares; 2025Q2: 49,428 shares; 2025Q3: 50,108 shares; 2025Q4: 51,941 shares 51,941 $4.4M 0.47% +1,833 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: 3,459 shares; 2024Q4: 3,146 shares; 2025Q1: 3,444 shares; 2025Q2: 4,488 shares; 2025Q3: 4,767 shares; 2025Q4: 4,559 shares 4,559 $3.93M 0.42% -208 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 7 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares 5 $3.77M 0.4% 0 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: 25,435 shares; 2024Q4: 24,730 shares; 2025Q1: 24,961 shares; 2025Q2: 27,154 shares; 2025Q3: 28,195 shares; 2025Q4: 30,471 shares 30,471 $3.67M 0.39% +2,276 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,693 shares; 2025Q4: 49,684 shares 49,684 $3.56M 0.38% +37,991 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: 24,949 shares; 2024Q4: 25,400 shares; 2025Q1: 25,605 shares; 2025Q2: 27,357 shares; 2025Q3: 28,484 shares; 2025Q4: 28,875 shares 28,875 $3.47M 0.37% +391 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: 10,377 shares; 2024Q4: 10,416 shares; 2025Q1: 10,656 shares; 2025Q2: 52,139 shares; 2025Q3: 29,521 shares; 2025Q4: 29,902 shares 29,902 $3.45M 0.37% +381 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: 8,375 shares; 2024Q4: 8,294 shares; 2025Q1: 8,354 shares; 2025Q2: 9,319 shares; 2025Q3: 9,290 shares; 2025Q4: 9,887 shares 9,887 $3.4M 0.36% +597 Timeline EEM 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: 33,813 shares; 2024Q4: 53,039 shares; 2025Q1: 53,348 shares; 2025Q2: 60,351 shares; 2025Q3: 61,664 shares; 2025Q4: 62,018 shares 62,018 $3.39M 0.36% +354 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,660 shares; 2024Q4: 6,412 shares; 2025Q1: 6,549 shares; 2025Q2: 7,096 shares; 2025Q3: 6,918 shares; 2025Q4: 6,948 shares 6,948 $3.29M 0.35% +30 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,961 shares; 2024Q4: 29,512 shares; 2025Q1: 32,588 shares; 2025Q2: 32,479 shares; 2025Q3: 31,865 shares; 2025Q4: 32,901 shares 32,901 $3.29M 0.35% +1,036 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,845 shares; 2024Q4: 13,853 shares; 2025Q1: 14,333 shares; 2025Q2: 14,342 shares; 2025Q3: 14,351 shares; 2025Q4: 14,360 shares 14,360 $3.05M 0.33% +9 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,192 shares; 2024Q4: 11,294 shares; 2025Q1: 11,272 shares; 2025Q2: 12,083 shares; 2025Q3: 7,484 shares; 2025Q4: 12,180 shares 12,180 $3M 0.32% +4,696 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: 6,014 shares; 2024Q4: 5,609 shares; 2025Q1: 6,593 shares; 2025Q2: 8,282 shares; 2025Q3: 8,616 shares; 2025Q4: 9,546 shares 9,546 $2.94M 0.31% +930 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: 14,703 shares; 2024Q4: 14,658 shares; 2025Q1: 15,034 shares; 2025Q2: 16,592 shares; 2025Q3: 17,808 shares; 2025Q4: 18,826 shares 18,826 $2.87M 0.31% +1,018 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,943 shares; 2024Q4: 1,821 shares; 2025Q1: 2,043 shares; 2025Q2: 2,241 shares; 2025Q3: 2,843 shares; 2025Q4: 29,757 shares 29,757 $2.79M 0.3% +26,914 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: 4,498 shares; 2024Q4: 4,599 shares; 2025Q1: 5,122 shares; 2025Q2: 7,355 shares; 2025Q3: 8,119 shares; 2025Q4: 9,135 shares 9,135 $2.78M 0.3% +1,016 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: 7,582 shares; 2024Q4: 7,975 shares; 2025Q1: 8,331 shares; 2025Q2: 8,884 shares; 2025Q3: 8,399 shares; 2025Q4: 9,005 shares 9,005 $2.75M 0.29% +606 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,981 shares; 2024Q4: 7,998 shares; 2025Q1: 10,759 shares; 2025Q2: 14,542 shares; 2025Q3: 14,693 shares; 2025Q4: 15,060 shares 15,060 $2.68M 0.29% +367 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 7,603 shares; 2025Q1: 7,403 shares; 2025Q2: 7,248 shares; 2025Q3: 7,138 shares; 2025Q4: 6,983 shares 6,983 $2.61M 0.28% -155 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 154,121 shares; 2025Q4: 154,135 shares 154,135 $2.6M 0.28% +14 Timeline FMAO FARMERS & MERCHANTS BANCORP More: the full row for FARMERS & MERCHANTS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,290 shares; 2024Q4: 100,185 shares; 2025Q1: 100,185 shares; 2025Q2: 100,185 shares; 2025Q3: 100,185 shares; 2025Q4: 100,185 shares 100,185 $2.48M 0.26% 0 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: 17,578 shares; 2024Q4: 18,919 shares; 2025Q1: 20,725 shares; 2025Q2: 25,668 shares; 2025Q3: 27,441 shares; 2025Q4: 30,765 shares 30,765 $2.47M 0.26% +3,324 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: 30,466 shares; 2024Q4: 31,109 shares; 2025Q1: 31,364 shares; 2025Q2: 33,396 shares; 2025Q3: 34,602 shares; 2025Q4: 36,690 shares 36,690 $2.47M 0.26% +2,088 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,049 shares; 2025Q2: 10,799 shares; 2025Q3: 10,901 shares; 2025Q4: 10,901 shares 10,901 $2.38M 0.25% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,223 shares; 2024Q4: 3,272 shares; 2025Q1: 3,185 shares; 2025Q2: 3,654 shares; 2025Q3: 3,654 shares; 2025Q4: 3,769 shares 3,769 $2.32M 0.25% +115 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,243 shares; 2024Q4: 32,725 shares; 2025Q1: 32,338 shares; 2025Q2: 35,003 shares; 2025Q3: 35,627 shares; 2025Q4: 36,960 shares 36,960 $2.31M 0.25% +1,333 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: 9,530 shares; 2024Q4: 9,857 shares; 2025Q1: 10,755 shares; 2025Q2: 12,374 shares; 2025Q3: 12,593 shares; 2025Q4: 12,713 shares 12,713 $2.23M 0.24% +120 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,738 shares; 2024Q4: 13,080 shares; 2025Q1: 15,337 shares; 2025Q2: 15,943 shares; 2025Q3: 20,858 shares; 2025Q4: 23,922 shares 23,922 $2.23M 0.24% +3,064 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: 2,518 shares; 2024Q4: 5,959 shares; 2025Q1: 7,165 shares; 2025Q2: 9,797 shares; 2025Q3: 10,471 shares; 2025Q4: 11,822 shares 11,822 $2.18M 0.23% +1,351 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: 22,742 shares; 2024Q4: 24,510 shares; 2025Q1: 24,972 shares; 2025Q2: 27,677 shares; 2025Q3: 26,463 shares; 2025Q4: 26,812 shares 26,812 $2.07M 0.22% +349 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,060 shares; 2024Q4: 16,960 shares; 2025Q1: 16,301 shares; 2025Q2: 16,809 shares; 2025Q3: 14,441 shares; 2025Q4: 14,377 shares 14,377 $2.03M 0.22% -64 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: 6,995 shares; 2024Q4: 6,670 shares; 2025Q1: 8,531 shares; 2025Q2: 9,691 shares; 2025Q3: 10,111 shares; 2025Q4: 11,207 shares 11,207 $1.99M 0.21% +1,096 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: 4,230 shares; 2024Q4: 4,475 shares; 2025Q1: 4,616 shares; 2025Q2: 5,120 shares; 2025Q3: 4,959 shares; 2025Q4: 5,839 shares 5,839 $1.91M 0.2% +880 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,082 shares; 2025Q1: 4,082 shares; 2025Q2: 2,450 shares; 2025Q3: 2,527 shares; 2025Q4: 2,527 shares 2,527 $1.9M 0.2% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,421 shares; 2024Q4: 5,091 shares; 2025Q1: 6,036 shares; 2025Q2: 6,454 shares; 2025Q3: 6,896 shares; 2025Q4: 7,365 shares 7,365 $1.9M 0.2% +469 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,986 shares; 2024Q4: 1,876 shares; 2025Q1: 2,400 shares; 2025Q2: 2,700 shares; 2025Q3: 2,816 shares; 2025Q4: 3,296 shares 3,296 $1.89M 0.2% +480 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: 7,105 shares; 2024Q4: 7,322 shares; 2025Q1: 7,539 shares; 2025Q2: 7,857 shares; 2025Q3: 7,982 shares; 2025Q4: 8,503 shares 8,503 $1.87M 0.2% +521 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,225 shares; 2024Q4: 12,230 shares; 2025Q1: 12,234 shares; 2025Q2: 12,213 shares; 2025Q3: 12,217 shares; 2025Q4: 12,222 shares 12,222 $1.82M 0.19% +5 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,632 shares; 2024Q4: 8,533 shares; 2025Q1: 8,627 shares; 2025Q2: 8,179 shares; 2025Q3: 8,383 shares; 2025Q4: 8,466 shares 8,466 $1.78M 0.19% +83 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,605 shares; 2024Q4: 13,068 shares; 2025Q1: 13,424 shares; 2025Q2: 13,972 shares; 2025Q3: 13,882 shares; 2025Q4: 8,965 shares 8,965 $1.78M 0.19% -4,917 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: 1,161 shares; 2024Q4: 1,197 shares; 2025Q1: 1,468 shares; 2025Q2: 1,759 shares; 2025Q3: 1,881 shares; 2025Q4: 2,015 shares 2,015 $1.77M 0.19% +134 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: 16,227 shares; 2024Q4: 17,324 shares; 2025Q1: 19,463 shares; 2025Q2: 28,552 shares; 2025Q3: 28,986 shares; 2025Q4: 31,811 shares 31,811 $1.75M 0.19% +2,825 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: 2,404 shares; 2024Q4: 1,764 shares; 2025Q1: 1,953 shares; 2025Q2: 2,408 shares; 2025Q3: 3,056 shares; 2025Q4: 3,277 shares 3,277 $1.71M 0.18% +221 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: 3,174 shares; 2024Q4: 1,906 shares; 2025Q1: 1,718 shares; 2025Q2: 1,054 shares; 2025Q3: 2,135 shares; 2025Q4: 2,590 shares 2,590 $1.69M 0.18% +455 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: 10,158 shares; 2024Q4: 8,350 shares; 2025Q1: 8,264 shares; 2025Q2: 8,060 shares; 2025Q3: 8,351 shares; 2025Q4: 8,641 shares 8,641 $1.68M 0.18% +290 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,370 shares; 2024Q4: 104,370 shares; 2025Q1: 104,370 shares; 2025Q2: 85,350 shares; 2025Q3: 85,350 shares; 2025Q4: 85,350 shares 85,350 $1.67M 0.18% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,783 shares; 2024Q4: 5,750 shares; 2025Q1: 5,778 shares; 2025Q2: 5,790 shares; 2025Q3: 5,843 shares; 2025Q4: 8,005 shares 8,005 $1.67M 0.18% +2,162 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,867 shares; 2024Q4: 3,627 shares; 2025Q1: 3,652 shares; 2025Q2: 6,157 shares; 2025Q3: 7,564 shares; 2025Q4: 7,568 shares 7,568 $1.62M 0.17% +4 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,785 shares; 2024Q4: 17,456 shares; 2025Q1: 19,005 shares; 2025Q2: 19,708 shares; 2025Q3: 21,015 shares; 2025Q4: 21,727 shares 21,727 $1.61M 0.17% +712 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: 1,828 shares; 2024Q4: 1,206 shares; 2025Q1: 1,397 shares; 2025Q2: 1,568 shares; 2025Q3: 2,230 shares; 2025Q4: 10,455 shares 10,455 $1.6M 0.17% +8,225 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: 17,014 shares; 2024Q4: 15,724 shares; 2025Q1: 17,159 shares; 2025Q2: 20,423 shares; 2025Q3: 19,295 shares; 2025Q4: 22,864 shares 22,864 $1.6M 0.17% +3,569 Timeline IQLT 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: 20,102 shares; 2024Q4: 22,169 shares; 2025Q1: 25,412 shares; 2025Q2: 29,122 shares; 2025Q3: 29,485 shares; 2025Q4: 35,140 shares 35,140 $1.6M 0.17% +5,655 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,535 shares; 2024Q4: 108,177 shares; 2025Q1: 86,062 shares; 2025Q2: 86,738 shares; 2025Q3: 86,945 shares; 2025Q4: 87,769 shares 87,769 $1.52M 0.16% +824 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: 2,611 shares; 2024Q4: 2,710 shares; 2025Q1: 2,811 shares; 2025Q2: 3,056 shares; 2025Q3: 2,931 shares; 2025Q4: 3,095 shares 3,095 $1.5M 0.16% +164 Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 270,709 shares; 2025Q2: 270,709 shares; 2025Q3: 270,709 shares; 2025Q4: 270,709 shares 270,709 $1.48M 0.16% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,585 shares; 2024Q4: 2,421 shares; 2025Q1: 2,545 shares; 2025Q2: 2,700 shares; 2025Q3: 2,822 shares; 2025Q4: 4,988 shares 4,988 $1.48M 0.16% +2,166 Timeline SPYG 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: 15,016 shares; 2024Q4: 15,016 shares; 2025Q1: 15,047 shares; 2025Q2: 15,047 shares; 2025Q3: 2,424 shares; 2025Q4: 13,698 shares 13,698 $1.46M 0.16% +11,274 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,518 shares; 2024Q4: 8,059 shares; 2025Q1: 7,471 shares; 2025Q2: 20,580 shares; 2025Q3: 19,310 shares; 2025Q4: 16,455 shares 16,455 $1.46M 0.16% -2,855 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: 8,938 shares; 2024Q4: 9,461 shares; 2025Q1: 9,171 shares; 2025Q2: 8,776 shares; 2025Q3: 8,931 shares; 2025Q4: 9,966 shares 9,966 $1.43M 0.15% +1,035 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,149 shares; 2024Q4: 13,657 shares; 2025Q1: 14,229 shares; 2025Q2: 15,922 shares; 2025Q3: 13,320 shares; 2025Q4: 14,852 shares 14,852 $1.39M 0.15% +1,532 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: 1,736 shares; 2024Q4: 1,701 shares; 2025Q1: 1,972 shares; 2025Q2: 1,942 shares; 2025Q3: 2,041 shares; 2025Q4: 2,376 shares 2,376 $1.38M 0.15% +335 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,979 shares; 2024Q4: 6,736 shares; 2025Q1: 7,984 shares; 2025Q2: 9,127 shares; 2025Q3: 10,037 shares; 2025Q4: 10,662 shares 10,662 $1.36M 0.15% +625 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: 7,401 shares; 2024Q4: 7,561 shares; 2025Q1: 7,490 shares; 2025Q2: 7,107 shares; 2025Q3: 6,769 shares; 2025Q4: 6,827 shares 6,827 $1.33M 0.14% +58 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: 3,386 shares; 2024Q4: 3,371 shares; 2025Q1: 3,241 shares; 2025Q2: 3,120 shares; 2025Q3: 603 shares; 2025Q4: 3,309 shares 3,309 $1.31M 0.14% +2,706 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: 6,666 shares; 2024Q4: 7,483 shares; 2025Q1: 7,438 shares; 2025Q2: 7,164 shares; 2025Q3: 33,282 shares; 2025Q4: 27,691 shares 27,691 $1.3M 0.14% -5,591 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 628 shares; 2025Q1: 716 shares; 2025Q2: 1,014 shares; 2025Q3: 1,101 shares; 2025Q4: 1,203 shares 1,203 $1.29M 0.14% +102 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: 924 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 874 shares; 2025Q3: 1,469 shares; 2025Q4: 1,178 shares 1,178 $1.26M 0.13% -291 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: 16,492 shares; 2024Q4: 16,834 shares; 2025Q1: 15,896 shares; 2025Q2: 11,980 shares; 2025Q3: 10,995 shares; 2025Q4: 11,725 shares 11,725 $1.23M 0.13% +730 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 2,165 shares; 2025Q1: 2,201 shares; 2025Q2: 2,201 shares; 2025Q3: 2,136 shares; 2025Q4: 2,041 shares 2,041 $1.23M 0.13% -95 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,848 shares; 2025Q3: 39,801 shares; 2025Q4: 45,071 shares 45,071 $1.23M 0.13% +5,270 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,339 shares; 2024Q4: 4,384 shares; 2025Q1: 3,775 shares; 2025Q2: 6,972 shares; 2025Q3: 7,431 shares; 2025Q4: 7,392 shares 7,392 $1.2M 0.13% -39 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,309 shares; 2024Q4: 6,930 shares; 2025Q1: 9,073 shares; 2025Q2: 13,851 shares; 2025Q3: 13,914 shares; 2025Q4: 14,686 shares 14,686 $1.2M 0.13% +772 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,447 shares 2,447 $1.19M 0.13% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,642 shares; 2024Q4: 3,879 shares; 2025Q1: 3,394 shares; 2025Q2: 3,858 shares; 2025Q3: 3,875 shares; 2025Q4: 3,811 shares 3,811 $1.19M 0.13% -64 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 274 shares; 2025Q1: 274 shares; 2025Q2: 306 shares; 2025Q3: 401 shares; 2025Q4: 590 shares 590 $1.19M 0.13% +189 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,450 shares; 2024Q4: 36,450 shares; 2025Q1: 36,450 shares; 2025Q2: 33,900 shares; 2025Q3: 33,900 shares; 2025Q4: 33,900 shares 33,900 $1.18M 0.13% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,555 shares; 2024Q4: 8,555 shares; 2025Q1: 8,555 shares; 2025Q2: 8,555 shares; 2025Q3: 8,760 shares; 2025Q4: 8,761 shares 8,761 $1.17M 0.13% +1 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 1,826 shares; 2025Q1: 2,325 shares; 2025Q2: 3,061 shares; 2025Q3: 4,110 shares; 2025Q4: 4,462 shares 4,462 $1.15M 0.12% +352 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: 8,260 shares; 2024Q4: 8,958 shares; 2025Q1: 9,837 shares; 2025Q2: 10,423 shares; 2025Q3: 11,502 shares; 2025Q4: 12,798 shares 12,798 $1.14M 0.12% +1,296 Timeline DGRW 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: 13,267 shares; 2024Q4: 12,004 shares; 2025Q1: 11,554 shares; 2025Q2: 12,792 shares; 2025Q3: 12,647 shares; 2025Q4: 12,647 shares 12,647 $1.13M 0.12% 0 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: 1,126 shares; 2024Q4: 1,112 shares; 2025Q1: 1,140 shares; 2025Q2: 1,681 shares; 2025Q3: 1,721 shares; 2025Q4: 1,771 shares 1,771 $1.11M 0.12% +50 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,367 shares; 2024Q4: 44,086 shares; 2025Q1: 48,308 shares; 2025Q2: 43,925 shares; 2025Q3: 36,906 shares; 2025Q4: 37,149 shares 37,149 $1.11M 0.12% +243 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: 4,189 shares; 2024Q4: 4,355 shares; 2025Q1: 4,687 shares; 2025Q2: 8,343 shares; 2025Q3: 11,364 shares; 2025Q4: 11,540 shares 11,540 $1.1M 0.12% +176 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: 2,376 shares; 2024Q4: 2,032 shares; 2025Q1: 2,127 shares; 2025Q2: 2,473 shares; 2025Q3: 3,170 shares; 2025Q4: 3,342 shares 3,342 $1.06M 0.11% +172 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 2,952 shares; 2025Q1: 2,998 shares; 2025Q2: 4,332 shares; 2025Q3: 3,975 shares; 2025Q4: 4,390 shares 4,390 $1.06M 0.11% +415 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,757 shares; 2024Q4: 4,931 shares; 2025Q1: 6,892 shares; 2025Q2: 8,879 shares; 2025Q3: 10,221 shares; 2025Q4: 17,595 shares 17,595 $1.06M 0.11% +7,374 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: 2,875 shares; 2024Q4: 1,404 shares; 2025Q1: 1,796 shares; 2025Q2: 3,278 shares; 2025Q3: 4,126 shares; 2025Q4: 4,570 shares 4,570 $1.05M 0.11% +444 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,171 shares; 2024Q4: 2,267 shares; 2025Q1: 2,948 shares; 2025Q2: 3,287 shares; 2025Q3: 3,324 shares; 2025Q4: 3,717 shares 3,717 $1.04M 0.11% +393 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,461 shares; 2025Q4: 10,362 shares 10,362 $1.03M 0.11% +901 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,136 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,714 shares; 2025Q3: 3,052 shares; 2025Q4: 3,609 shares 3,609 $1.03M 0.11% +557 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,375 shares; 2024Q4: 17,581 shares; 2025Q1: 17,582 shares; 2025Q2: 18,522 shares; 2025Q3: 18,785 shares; 2025Q4: 18,848 shares 18,848 $1.01M 0.11% +63 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,750 shares; 2025Q1: 6,403 shares; 2025Q2: 6,961 shares; 2025Q3: 7,270 shares; 2025Q4: 7,711 shares 7,711 $1.01M 0.11% +441 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 3,657 shares; 2025Q1: 3,653 shares; 2025Q2: 3,653 shares; 2025Q3: 3,473 shares; 2025Q4: 3,473 shares 3,473 $1000K 0.11% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,808 shares; 2024Q4: 4,224 shares; 2025Q1: 4,783 shares; 2025Q2: 5,134 shares; 2025Q3: 5,194 shares; 2025Q4: 6,146 shares 6,146 $986K 0.11% +952 Timeline SSP SCRIPPS E W CO OHIO More: the full row for SCRIPPS E W CO OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,645 shares; 2024Q4: 246,645 shares; 2025Q1: 246,645 shares; 2025Q2: 246,645 shares; 2025Q3: 246,309 shares; 2025Q4: 246,309 shares 246,309 $983K 0.11% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 3,497 shares; 2025Q1: 3,927 shares; 2025Q2: 4,357 shares; 2025Q3: 4,015 shares; 2025Q4: 3,602 shares 3,602 $967K 0.1% -413 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,024 shares; 2024Q4: 5,630 shares; 2025Q1: 4,915 shares; 2025Q2: 4,775 shares; 2025Q3: 4,747 shares; 2025Q4: 5,226 shares 5,226 $958K 0.1% +479 Timeline DON 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: 19,995 shares; 2024Q4: 20,117 shares; 2025Q1: 19,264 shares; 2025Q2: 19,286 shares; 2025Q3: 18,570 shares; 2025Q4: 18,438 shares 18,438 $951K 0.1% -132 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,571 shares; 2024Q4: not reported; 2025Q1: 28,571 shares; 2025Q2: 29,088 shares; 2025Q3: 29,088 shares; 2025Q4: 29,217 shares 29,217 $949K 0.1% +129 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,948 shares; 2024Q4: 3,086 shares; 2025Q1: 3,087 shares; 2025Q2: 3,079 shares; 2025Q3: 3,111 shares; 2025Q4: 3,118 shares 3,118 $942K 0.1% +7 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: 137 shares; 2024Q4: 103 shares; 2025Q1: 133 shares; 2025Q2: 134 shares; 2025Q3: 168 shares; 2025Q4: 175 shares 175 $938K 0.1% +7 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 6,778 shares; 2025Q1: 8,371 shares; 2025Q2: 7,141 shares; 2025Q3: 6,820 shares; 2025Q4: 6,832 shares 6,832 $936K 0.1% +12 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: 679 shares; 2024Q4: 477 shares; 2025Q1: 629 shares; 2025Q2: 859 shares; 2025Q3: 1,005 shares; 2025Q4: 1,063 shares 1,063 $935K 0.1% +58 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: 1,284 shares; 2024Q4: 1,150 shares; 2025Q1: 1,888 shares; 2025Q2: 2,023 shares; 2025Q3: 2,191 shares; 2025Q4: 2,453 shares 2,453 $907K 0.1% +262 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,882 shares; 2025Q1: 9,966 shares; 2025Q2: 12,424 shares; 2025Q3: 16,655 shares; 2025Q4: 19,505 shares 19,505 $903K 0.1% +2,850 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,157 shares; 2024Q4: 536 shares; 2025Q1: 678 shares; 2025Q2: 930 shares; 2025Q3: 1,979 shares; 2025Q4: 1,913 shares 1,913 $899K 0.1% -66 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: 985 shares; 2024Q4: 472 shares; 2025Q1: 732 shares; 2025Q2: 930 shares; 2025Q3: 1,297 shares; 2025Q4: 1,355 shares 1,355 $898K 0.1% +58 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: 2,901 shares; 2024Q4: 2,718 shares; 2025Q1: 2,731 shares; 2025Q2: 2,708 shares; 2025Q3: 2,698 shares; 2025Q4: 3,071 shares 3,071 $891K 0.1% +373 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: 3,190 shares; 2024Q4: 3,148 shares; 2025Q1: 3,502 shares; 2025Q2: 3,651 shares; 2025Q3: 3,393 shares; 2025Q4: 3,821 shares 3,821 $884K 0.09% +428 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: 2,719 shares; 2024Q4: 2,277 shares; 2025Q1: 2,623 shares; 2025Q2: 2,949 shares; 2025Q3: 3,186 shares; 2025Q4: 2,063 shares 2,063 $880K 0.09% -1,123 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,061 shares; 2024Q4: 3,067 shares; 2025Q1: 3,052 shares; 2025Q2: 3,052 shares; 2025Q3: 3,082 shares; 2025Q4: 3,091 shares 3,091 $863K 0.09% +9 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: 1,869 shares; 2024Q4: 1,054 shares; 2025Q1: 1,118 shares; 2025Q2: 1,123 shares; 2025Q3: 1,907 shares; 2025Q4: 1,895 shares 1,895 $859K 0.09% -12 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,595 shares; 2024Q4: 15,786 shares; 2025Q1: 17,117 shares; 2025Q2: 17,702 shares; 2025Q3: 17,558 shares; 2025Q4: 20,944 shares 20,944 $853K 0.09% +3,386 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,444 shares; 2025Q2: 1,835 shares; 2025Q3: 2,282 shares; 2025Q4: 2,411 shares 2,411 $852K 0.09% +129 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: 35,485 shares; 2024Q4: 27,909 shares; 2025Q1: 29,238 shares; 2025Q2: 29,834 shares; 2025Q3: 29,454 shares; 2025Q4: 33,913 shares 33,913 $842K 0.09% +4,459 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,241 shares; 2024Q4: 3,051 shares; 2025Q1: 2,914 shares; 2025Q2: 3,030 shares; 2025Q3: 2,792 shares; 2025Q4: 2,894 shares 2,894 $839K 0.09% +102 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: 1,179 shares; 2024Q4: 1,476 shares; 2025Q1: 2,247 shares; 2025Q2: 3,379 shares; 2025Q3: 3,804 shares; 2025Q4: 4,093 shares 4,093 $831K 0.09% +289 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: 583 shares; 2024Q4: 603 shares; 2025Q1: 609 shares; 2025Q2: 594 shares; 2025Q3: 643 shares; 2025Q4: 2,551 shares 2,551 $827K 0.09% +1,908 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,052 shares; 2025Q3: 9,648 shares; 2025Q4: 10,170 shares 10,170 $820K 0.09% +522 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: 2,234 shares; 2025Q1: 2,068 shares; 2025Q2: not reported; 2025Q3: 2,141 shares; 2025Q4: 2,433 shares 2,433 $819K 0.09% +292 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 2,665 shares; 2025Q1: 2,738 shares; 2025Q2: 2,898 shares; 2025Q3: 3,176 shares; 2025Q4: 3,793 shares 3,793 $815K 0.09% +617 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: 6,717 shares; 2024Q4: 6,769 shares; 2025Q1: 7,319 shares; 2025Q2: 7,140 shares; 2025Q3: 4,847 shares; 2025Q4: 4,695 shares 4,695 $815K 0.09% -152 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,059 shares; 2024Q4: 5,561 shares; 2025Q1: 6,158 shares; 2025Q2: 7,359 shares; 2025Q3: 6,743 shares; 2025Q4: 6,918 shares 6,918 $811K 0.09% +175 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: not reported; 2024Q4: not reported; 2025Q1: 3,303 shares; 2025Q2: 3,885 shares; 2025Q3: 4,417 shares; 2025Q4: 5,991 shares 5,991 $810K 0.09% +1,574 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: 3,345 shares; 2024Q4: 2,466 shares; 2025Q1: 2,592 shares; 2025Q2: 2,514 shares; 2025Q3: 2,854 shares; 2025Q4: 3,038 shares 3,038 $805K 0.09% +184 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,005 shares; 2025Q2: 5,342 shares; 2025Q3: 7,547 shares; 2025Q4: 10,171 shares 10,171 $800K 0.09% +2,624 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,948 shares; 2024Q4: 14,948 shares; 2025Q1: 14,948 shares; 2025Q2: 14,948 shares; 2025Q3: 14,948 shares; 2025Q4: 14,948 shares 14,948 $799K 0.09% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 574 shares; 2025Q1: 697 shares; 2025Q2: 769 shares; 2025Q3: 1,302 shares; 2025Q4: 1,386 shares 1,386 $785K 0.08% +84 Timeline IWS 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: 5,150 shares; 2024Q4: 5,584 shares; 2025Q1: 5,677 shares; 2025Q2: 5,429 shares; 2025Q3: 5,195 shares; 2025Q4: 5,431 shares 5,431 $766K 0.08% +236 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,004 shares; 2024Q4: 1,796 shares; 2025Q1: 1,827 shares; 2025Q2: 2,024 shares; 2025Q3: 2,193 shares; 2025Q4: 2,145 shares 2,145 $751K 0.08% -48 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 2,399 shares; 2025Q1: 2,399 shares; 2025Q2: 2,599 shares; 2025Q3: 2,599 shares; 2025Q4: 5,199 shares 5,199 $748K 0.08% +2,600 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: 4,208 shares; 2024Q4: 3,770 shares; 2025Q1: 3,881 shares; 2025Q2: 5,420 shares; 2025Q3: 6,626 shares; 2025Q4: 6,528 shares 6,528 $743K 0.08% -98 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,567 shares; 2024Q4: 9,784 shares; 2025Q1: 9,784 shares; 2025Q2: 9,784 shares; 2025Q3: 2,781 shares; 2025Q4: 9,784 shares 9,784 $738K 0.08% +7,003 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,843 shares; 2024Q4: 5,828 shares; 2025Q1: 6,648 shares; 2025Q2: 6,369 shares; 2025Q3: 4,966 shares; 2025Q4: 5,093 shares 5,093 $732K 0.08% +127 Timeline SHV 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: 6,708 shares; 2024Q4: 6,653 shares; 2025Q1: 6,540 shares; 2025Q2: 6,540 shares; 2025Q3: 6,540 shares; 2025Q4: 6,540 shares 6,540 $720K 0.08% 0 Timeline REET 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: 26,798 shares; 2024Q4: 26,088 shares; 2025Q1: 26,486 shares; 2025Q2: 26,773 shares; 2025Q3: 27,545 shares; 2025Q4: 28,749 shares 28,749 $717K 0.08% +1,204 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: 2,539 shares; 2024Q4: 2,518 shares; 2025Q1: 2,372 shares; 2025Q2: 2,424 shares; 2025Q3: 2,441 shares; 2025Q4: 2,459 shares 2,459 $710K 0.08% +18 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,409 shares; 2024Q4: 13,409 shares; 2025Q1: 13,409 shares; 2025Q2: 13,409 shares; 2025Q3: 13,409 shares; 2025Q4: 13,304 shares 13,304 $707K 0.08% -105 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 2,337 shares; 2025Q1: 2,545 shares; 2025Q2: 2,545 shares; 2025Q3: 2,099 shares; 2025Q4: 2,332 shares 2,332 $705K 0.08% +233 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 479 shares; 2025Q4: 521 shares 521 $693K 0.07% +42 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,018 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,794 shares; 2025Q4: 4,427 shares 4,427 $682K 0.07% +1,633 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 2,684 shares; 2025Q1: 2,487 shares; 2025Q2: 2,366 shares; 2025Q3: 2,020 shares; 2025Q4: 2,804 shares 2,804 $681K 0.07% +784 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 1,987 shares; 2025Q1: 2,391 shares; 2025Q2: 2,987 shares; 2025Q3: 3,204 shares; 2025Q4: 3,650 shares 3,650 $677K 0.07% +446 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: 3,323 shares; 2024Q4: 2,999 shares; 2025Q1: 2,999 shares; 2025Q2: 2,823 shares; 2025Q3: 1,219 shares; 2025Q4: 2,993 shares 2,993 $658K 0.07% +1,774 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,334 shares; 2024Q4: 5,373 shares; 2025Q1: 5,178 shares; 2025Q2: 5,395 shares; 2025Q3: 5,431 shares; 2025Q4: 6,288 shares 6,288 $654K 0.07% +857 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: not reported; 2025Q1: 693 shares; 2025Q2: 853 shares; 2025Q3: 1,156 shares; 2025Q4: 1,383 shares 1,383 $646K 0.07% +227 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,395 shares; 2024Q4: 4,195 shares; 2025Q1: 4,208 shares; 2025Q2: 4,222 shares; 2025Q3: 4,444 shares; 2025Q4: 4,659 shares 4,659 $642K 0.07% +215 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,940 shares; 2025Q3: 24,940 shares; 2025Q4: 24,940 shares 24,940 $638K 0.07% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,783 shares; 2024Q4: 5,166 shares; 2025Q1: 4,913 shares; 2025Q2: 5,078 shares; 2025Q3: 5,416 shares; 2025Q4: 5,416 shares 5,416 $638K 0.07% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,733 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,095 shares; 2025Q3: 4,886 shares; 2025Q4: 5,422 shares 5,422 $636K 0.07% +536 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: 5,864 shares; 2024Q4: 4,817 shares; 2025Q1: 4,409 shares; 2025Q2: 4,619 shares; 2025Q3: 4,080 shares; 2025Q4: 4,701 shares 4,701 $624K 0.07% +621 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,873 shares; 2025Q3: 15,930 shares; 2025Q4: 15,999 shares 15,999 $615K 0.07% +69 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: 4,010 shares; 2024Q4: 3,886 shares; 2025Q1: 3,940 shares; 2025Q2: 4,291 shares; 2025Q3: 4,307 shares; 2025Q4: 4,736 shares 4,736 $611K 0.07% +429 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: 1,348 shares; 2024Q4: 1,028 shares; 2025Q1: 1,191 shares; 2025Q2: 1,514 shares; 2025Q3: 1,547 shares; 2025Q4: 1,737 shares 1,737 $610K 0.07% +190 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,849 shares; 2025Q3: 5,472 shares; 2025Q4: 6,612 shares 6,612 $608K 0.07% +1,140 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,815 shares; 2025Q2: 4,792 shares; 2025Q3: 4,336 shares; 2025Q4: 5,897 shares 5,897 $606K 0.06% +1,561 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,872 shares; 2025Q2: 1,987 shares; 2025Q3: 4,394 shares; 2025Q4: 4,928 shares 4,928 $605K 0.06% +534 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 573 shares; 2025Q1: 1,001 shares; 2025Q2: 1,201 shares; 2025Q3: 1,391 shares; 2025Q4: 1,536 shares 1,536 $598K 0.06% +145 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,967 shares; 2024Q4: 15,827 shares; 2025Q1: 17,158 shares; 2025Q2: 16,200 shares; 2025Q3: 15,751 shares; 2025Q4: 16,464 shares 16,464 $597K 0.06% +713 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: 11,120 shares; 2024Q4: 11,107 shares; 2025Q1: 12,101 shares; 2025Q2: 11,114 shares; 2025Q3: 7,601 shares; 2025Q4: 8,119 shares 8,119 $597K 0.06% +518 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,830 shares 4,830 $581K 0.06% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: not reported; 2025Q1: 743 shares; 2025Q2: 992 shares; 2025Q3: 973 shares; 2025Q4: 1,179 shares 1,179 $574K 0.06% +206 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,094 shares; 2025Q2: 7,846 shares; 2025Q3: 9,497 shares; 2025Q4: 11,642 shares 11,642 $571K 0.06% +2,145 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,608 shares; 2024Q4: 3,305 shares; 2025Q1: 4,245 shares; 2025Q2: 5,168 shares; 2025Q3: 5,828 shares; 2025Q4: 5,668 shares 5,668 $566K 0.06% -160 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,982 shares 28,982 $556K 0.06% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,435 shares; 2024Q4: 168,329 shares; 2025Q1: 13,777 shares; 2025Q2: 1,539 shares; 2025Q3: 1,627 shares; 2025Q4: 1,640 shares 1,640 $554K 0.06% +13 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: 18,723 shares; 2024Q4: 18,864 shares; 2025Q1: 19,015 shares; 2025Q2: 19,168 shares; 2025Q3: 14,485 shares; 2025Q4: 14,597 shares 14,597 $553K 0.06% +112 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,698 shares; 2024Q4: 1,673 shares; 2025Q1: 1,678 shares; 2025Q2: 1,651 shares; 2025Q3: 1,590 shares; 2025Q4: 1,592 shares 1,592 $549K 0.06% +2 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,441 shares; 2025Q1: 1,470 shares; 2025Q2: 1,714 shares; 2025Q3: 1,660 shares; 2025Q4: 1,839 shares 1,839 $540K 0.06% +179 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 4,611 shares; 2025Q1: 4,611 shares; 2025Q2: 4,215 shares; 2025Q3: 4,151 shares; 2025Q4: 4,151 shares 4,151 $535K 0.06% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 340 shares; 2025Q3: 368 shares; 2025Q4: 916 shares 916 $520K 0.06% +548 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: 3,176 shares; 2024Q4: 2,109 shares; 2025Q1: 2,144 shares; 2025Q2: 2,166 shares; 2025Q3: 3,088 shares; 2025Q4: 3,176 shares 3,176 $514K 0.06% +88 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,413 shares; 2024Q4: 28,783 shares; 2025Q1: 29,398 shares; 2025Q2: 38,563 shares; 2025Q3: 38,665 shares; 2025Q4: 38,994 shares 38,994 $512K 0.05% +329 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,501 shares; 2025Q4: 3,127 shares 3,127 $504K 0.05% +626 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,616 shares; 2025Q2: 2,632 shares; 2025Q3: 2,597 shares; 2025Q4: 2,641 shares 2,641 $497K 0.05% +44 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,564 shares; 2025Q3: 18,966 shares; 2025Q4: 19,309 shares 19,309 $493K 0.05% +343 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: 2,632 shares; 2024Q4: 2,406 shares; 2025Q1: 2,567 shares; 2025Q2: 2,732 shares; 2025Q3: 2,435 shares; 2025Q4: 3,149 shares 3,149 $484K 0.05% +714 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,695 shares; 2025Q1: 9,885 shares; 2025Q2: 10,505 shares; 2025Q3: 10,887 shares; 2025Q4: 11,217 shares 11,217 $480K 0.05% +330 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,202 shares; 2025Q3: 22,723 shares; 2025Q4: 22,658 shares 22,658 $479K 0.05% -65 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,257 shares 7,257 $475K 0.05% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,516 shares; 2024Q4: 4,352 shares; 2025Q1: 5,198 shares; 2025Q2: 5,257 shares; 2025Q3: 3,907 shares; 2025Q4: 4,052 shares 4,052 $473K 0.05% +145 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,285 shares 16,285 $472K 0.05% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 1,417 shares; 2025Q1: 1,685 shares; 2025Q2: 1,912 shares; 2025Q3: 2,132 shares; 2025Q4: 2,550 shares 2,550 $472K 0.05% +418 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,810 shares; 2025Q2: 4,825 shares; 2025Q3: 3,910 shares; 2025Q4: 4,414 shares 4,414 $462K 0.05% +504 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: 2,591 shares; 2024Q4: 2,210 shares; 2025Q1: 2,489 shares; 2025Q2: 2,302 shares; 2025Q3: 2,204 shares; 2025Q4: 2,687 shares 2,687 $460K 0.05% +483 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,105 shares; 2025Q1: 1,631 shares; 2025Q2: 1,256 shares; 2025Q3: 1,071 shares; 2025Q4: 1,280 shares 1,280 $452K 0.05% +209 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 950 shares; 2025Q1: 946 shares; 2025Q2: 981 shares; 2025Q3: 1,088 shares; 2025Q4: 1,066 shares 1,066 $450K 0.05% -22 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,733 shares; 2024Q4: 4,705 shares; 2025Q1: 4,723 shares; 2025Q2: 4,107 shares; 2025Q3: 4,116 shares; 2025Q4: 4,342 shares 4,342 $445K 0.05% +226 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,595 shares; 2025Q3: 17,010 shares; 2025Q4: 17,012 shares 17,012 $445K 0.05% +2 Timeline CBLL CERIBELL INC More: the full row for CERIBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,063 shares; 2025Q4: 20,063 shares 20,063 $440K 0.05% 0 Timeline XTN 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: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares 4,800 $439K 0.05% 0 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,040 shares; 2025Q1: 9,840 shares; 2025Q2: 9,820 shares; 2025Q3: 9,500 shares; 2025Q4: 9,000 shares 9,000 $428K 0.05% -500 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,841 shares 39,841 $426K 0.05% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 1,582 shares; 2025Q1: 1,532 shares; 2025Q2: not reported; 2025Q3: 1,761 shares; 2025Q4: 1,657 shares 1,657 $424K 0.05% -104 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 633 shares; 2025Q4: 720 shares 720 $418K 0.04% +87 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,218 shares; 2024Q4: 7,834 shares; 2025Q1: 7,936 shares; 2025Q2: 7,991 shares; 2025Q3: 6,816 shares; 2025Q4: 7,836 shares 7,836 $416K 0.04% +1,020 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,601 shares 3,601 $407K 0.04% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 846 shares; 2025Q1: 976 shares; 2025Q2: 1,038 shares; 2025Q3: 1,104 shares; 2025Q4: 1,371 shares 1,371 $396K 0.04% +267 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,154 shares; 2025Q3: 5,029 shares; 2025Q4: 5,133 shares 5,133 $391K 0.04% +104 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,377 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,927 shares 15,927 $390K 0.04% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,332 shares; 2024Q4: 6,064 shares; 2025Q1: 6,163 shares; 2025Q2: 6,155 shares; 2025Q3: 6,215 shares; 2025Q4: 6,226 shares 6,226 $389K 0.04% +11 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,244 shares; 2024Q4: 13,597 shares; 2025Q1: 14,740 shares; 2025Q2: 10,291 shares; 2025Q3: 9,963 shares; 2025Q4: 10,474 shares 10,474 $386K 0.04% +511 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,069 shares; 2025Q1: 1,117 shares; 2025Q2: 1,141 shares; 2025Q3: 1,006 shares; 2025Q4: 1,081 shares 1,081 $379K 0.04% +75 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: 1,673 shares; 2024Q4: 1,581 shares; 2025Q1: 1,263 shares; 2025Q2: 1,249 shares; 2025Q3: 1,167 shares; 2025Q4: 1,315 shares 1,315 $378K 0.04% +148 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: 223 shares 223 $377K 0.04% +3 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,155 shares 4,155 $376K 0.04% new Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,712 shares; 2025Q3: 20,679 shares; 2025Q4: 16,933 shares 16,933 $374K 0.04% -3,746 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,891 shares; 2025Q1: 1,891 shares; 2025Q2: 2,391 shares; 2025Q3: 2,391 shares; 2025Q4: 1,865 shares 1,865 $372K 0.04% -526 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,920 shares; 2024Q4: 3,060 shares; 2025Q1: 3,060 shares; 2025Q2: 4,460 shares; 2025Q3: 4,484 shares; 2025Q4: 8,296 shares 8,296 $371K 0.04% +3,812 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,215 shares; 2024Q4: not reported; 2025Q1: 2,024 shares; 2025Q2: not reported; 2025Q3: 4,974 shares; 2025Q4: 5,018 shares 5,018 $369K 0.04% +44 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,498 shares; 2025Q3: 2,016 shares; 2025Q4: 2,231 shares 2,231 $363K 0.04% +215 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 1,578 shares; 2025Q1: 1,464 shares; 2025Q2: 1,477 shares; 2025Q3: 1,434 shares; 2025Q4: 1,387 shares 1,387 $360K 0.04% -47 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 761 shares 761 $357K 0.04% +120 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,294 shares 13,294 $354K 0.04% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,159 shares; 2024Q4: 6,135 shares; 2025Q1: 6,162 shares; 2025Q2: 6,134 shares; 2025Q3: 6,138 shares; 2025Q4: 5,991 shares 5,991 $350K 0.04% -147 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 705 shares; 2025Q1: 720 shares; 2025Q2: 768 shares; 2025Q3: 688 shares; 2025Q4: 683 shares 683 $349K 0.04% -5 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,058 shares; 2025Q3: 2,003 shares; 2025Q4: 2,154 shares 2,154 $349K 0.04% +151 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,446 shares; 2024Q4: 13,446 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,144 shares; 2025Q4: 13,162 shares 13,162 $347K 0.04% +18 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,189 shares; 2024Q4: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,380 shares; 2025Q3: 1,047 shares; 2025Q4: 1,076 shares 1,076 $344K 0.04% +29 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,546 shares; 2024Q4: 1,477 shares; 2025Q1: 1,502 shares; 2025Q2: 1,586 shares; 2025Q3: 1,346 shares; 2025Q4: 1,334 shares 1,334 $343K 0.04% -12 Timeline RSPT 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: 8,250 shares; 2024Q4: 8,250 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500 $341K 0.04% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 588 shares; 2025Q4: 591 shares 591 $339K 0.04% +3 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: not reported; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 704 shares; 2025Q3: 704 shares; 2025Q4: 704 shares 704 $338K 0.04% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,741 shares; 2024Q4: 2,103 shares; 2025Q1: 2,057 shares; 2025Q2: 2,072 shares; 2025Q3: 2,406 shares; 2025Q4: 2,650 shares 2,650 $333K 0.04% +244 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,999 shares; 2024Q4: 2,999 shares; 2025Q1: 2,999 shares; 2025Q2: 2,999 shares; 2025Q3: 2,828 shares; 2025Q4: 2,528 shares 2,528 $333K 0.04% -300 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: 1,679 shares; 2024Q4: 1,614 shares; 2025Q1: 1,578 shares; 2025Q2: not reported; 2025Q3: 1,506 shares; 2025Q4: 1,579 shares 1,579 $330K 0.04% +73 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,646 shares 11,646 $320K 0.03% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,007 shares; 2024Q4: 1,956 shares; 2025Q1: 1,966 shares; 2025Q2: 1,844 shares; 2025Q3: 1,792 shares; 2025Q4: 1,824 shares 1,824 $317K 0.03% +32 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,050 shares; 2025Q2: 1,369 shares; 2025Q3: 1,458 shares; 2025Q4: 1,606 shares 1,606 $312K 0.03% +148 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,374 shares; 2024Q4: 3,171 shares; 2025Q1: not reported; 2025Q2: 3,064 shares; 2025Q3: 2,773 shares; 2025Q4: 2,398 shares 2,398 $312K 0.03% -375 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 381 shares; 2025Q1: 395 shares; 2025Q2: 378 shares; 2025Q3: 374 shares; 2025Q4: 379 shares 379 $311K 0.03% +5 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 3,106 shares; 2025Q1: 3,190 shares; 2025Q2: 3,180 shares; 2025Q3: 2,563 shares; 2025Q4: 2,938 shares 2,938 $310K 0.03% +375 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,190 shares 1,190 $309K 0.03% +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: 1,265 shares; 2024Q4: 897 shares; 2025Q1: 965 shares; 2025Q2: 1,093 shares; 2025Q3: 1,089 shares; 2025Q4: 1,265 shares 1,265 $305K 0.03% +176 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,005 shares; 2025Q4: 2,439 shares 2,439 $304K 0.03% +434 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: 776 shares; 2024Q4: not reported; 2025Q1: 492 shares; 2025Q2: 503 shares; 2025Q3: 664 shares; 2025Q4: 647 shares 647 $301K 0.03% -17 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: not reported; 2024Q4: not reported; 2025Q1: 12,632 shares; 2025Q2: 5,010 shares; 2025Q3: 3,582 shares; 2025Q4: 3,582 shares 3,582 $300K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,684 shares; 2025Q4: 1,752 shares 1,752 $300K 0.03% +68 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,783 shares 25,783 $300K 0.03% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,659 shares; 2025Q3: 3,499 shares; 2025Q4: 3,747 shares 3,747 $298K 0.03% +248 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 1,863 shares; 2025Q1: 2,296 shares; 2025Q2: 2,730 shares; 2025Q3: 3,577 shares; 2025Q4: 1,303 shares 1,303 $297K 0.03% -2,274 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,659 shares 6,659 $295K 0.03% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,129 shares; 2025Q2: 9,750 shares; 2025Q3: 9,632 shares; 2025Q4: 7,673 shares 7,673 $295K 0.03% -1,959 Timeline JMUB 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: 5,800 shares; 2024Q4: 6,045 shares; 2025Q1: 5,860 shares; 2025Q2: 5,860 shares; 2025Q3: 5,860 shares; 2025Q4: 5,760 shares 5,760 $291K 0.03% -100 Timeline BLFS BIOLIFE SOLUTIONS INC More: the full row for BIOLIFE SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,999 shares; 2024Q4: 11,999 shares; 2025Q1: 11,999 shares; 2025Q2: 11,999 shares; 2025Q3: 11,999 shares; 2025Q4: 11,999 shares 11,999 $290K 0.03% 0 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,686 shares; 2025Q3: 1,498 shares; 2025Q4: 1,664 shares 1,664 $290K 0.03% +166 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 229 shares; 2025Q3: 225 shares; 2025Q4: 237 shares 237 $288K 0.03% +12 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,868 shares 2,868 $288K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 923 shares; 2025Q3: not reported; 2025Q4: 1,061 shares 1,061 $288K 0.03% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,627 shares 5,627 $286K 0.03% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,508 shares 2,508 $283K 0.03% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,565 shares 2,565 $283K 0.03% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,005 shares; 2024Q4: 4,686 shares; 2025Q1: 4,686 shares; 2025Q2: 4,686 shares; 2025Q3: 4,686 shares; 2025Q4: 4,686 shares 4,686 $279K 0.03% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,253 shares 7,253 $278K 0.03% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 320 shares; 2025Q4: 341 shares 341 $276K 0.03% +21 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 853 shares; 2025Q1: 853 shares; 2025Q2: 853 shares; 2025Q3: 853 shares; 2025Q4: 853 shares 853 $276K 0.03% 0 Timeline IYH 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: 5,085 shares; 2024Q4: 5,085 shares; 2025Q1: 4,210 shares; 2025Q2: 4,193 shares; 2025Q3: 4,193 shares; 2025Q4: 4,193 shares 4,193 $273K 0.03% 0 Timeline VYMI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,030 shares 3,030 $273K 0.03% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 753 shares; 2025Q3: 1,124 shares; 2025Q4: 1,212 shares 1,212 $271K 0.03% +88 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 780 shares; 2024Q4: 619 shares; 2025Q1: 585 shares; 2025Q2: 571 shares; 2025Q3: 724 shares; 2025Q4: 702 shares 702 $269K 0.03% -22 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,639 shares; 2025Q1: 1,639 shares; 2025Q2: 1,639 shares; 2025Q3: 1,736 shares; 2025Q4: 1,736 shares 1,736 $269K 0.03% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 1,997 shares; 2025Q1: 1,937 shares; 2025Q2: 1,886 shares; 2025Q3: 1,631 shares; 2025Q4: 1,664 shares 1,664 $268K 0.03% +33 Timeline VT 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: 1,810 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,840 shares; 2025Q3: 1,887 shares; 2025Q4: 1,890 shares 1,890 $267K 0.03% +3 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 824 shares; 2025Q3: 835 shares; 2025Q4: 851 shares 851 $266K 0.03% +16 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,332 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,990 shares; 2025Q3: 12,092 shares; 2025Q4: 6,780 shares 6,780 $265K 0.03% -5,312 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 2,946 shares; 2025Q1: not reported; 2025Q2: 2,746 shares; 2025Q3: 3,082 shares; 2025Q4: 3,044 shares 3,044 $260K 0.03% -38 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 986 shares; 2025Q3: 1,075 shares; 2025Q4: 2,150 shares 2,150 $257K 0.03% +1,075 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,638 shares 2,638 $253K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,021 shares; 2025Q3: 1,049 shares; 2025Q4: 1,162 shares 1,162 $252K 0.03% +113 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 486 shares; 2025Q1: 446 shares; 2025Q2: 446 shares; 2025Q3: 423 shares; 2025Q4: 433 shares 433 $247K 0.03% +10 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: 764 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 776 shares; 2025Q4: 997 shares 997 $245K 0.03% +221 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,241 shares; 2025Q3: 1,319 shares; 2025Q4: 1,186 shares 1,186 $244K 0.03% -133 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,725 shares; 2025Q2: 2,128 shares; 2025Q3: 2,187 shares; 2025Q4: 2,222 shares 2,222 $238K 0.03% +35 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 344 shares; 2025Q4: 385 shares 385 $236K 0.03% +41 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,849 shares; 2025Q2: 3,849 shares; 2025Q3: 3,349 shares; 2025Q4: 3,192 shares 3,192 $235K 0.03% -157 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,931 shares; 2025Q4: 2,569 shares 2,569 $234K 0.03% +638 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 231 shares 231 $233K 0.02% 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: not reported; 2024Q4: 1,108 shares; 2025Q1: not reported; 2025Q2: 1,513 shares; 2025Q3: 1,491 shares; 2025Q4: 1,455 shares 1,455 $233K 0.02% -36 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 791 shares; 2025Q4: 852 shares 852 $233K 0.02% +61 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,082 shares; 2024Q4: 2,181 shares; 2025Q1: 2,412 shares; 2025Q2: 2,476 shares; 2025Q3: 837 shares; 2025Q4: 940 shares 940 $232K 0.02% +103 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,546 shares; 2025Q4: 4,028 shares 4,028 $232K 0.02% +482 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,066 shares 14,066 $232K 0.02% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,004 shares; 2024Q4: 25,113 shares; 2025Q1: 13,530 shares; 2025Q2: 8,551 shares; 2025Q3: 8,188 shares; 2025Q4: 9,305 shares 9,305 $232K 0.02% +1,117 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,114 shares; 2024Q4: 2,870 shares; 2025Q1: 3,017 shares; 2025Q2: 2,954 shares; 2025Q3: 2,590 shares; 2025Q4: 2,643 shares 2,643 $231K 0.02% +53 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 1,840 shares; 2025Q1: 1,909 shares; 2025Q2: 1,908 shares; 2025Q3: 1,990 shares; 2025Q4: 2,001 shares 2,001 $224K 0.02% +11 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,003 shares 1,003 $222K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 406 shares; 2025Q3: not reported; 2025Q4: 327 shares 327 $221K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,579 shares 3,579 $215K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 3,190 shares; 2025Q1: 3,238 shares; 2025Q2: 3,307 shares; 2025Q3: 2,908 shares; 2025Q4: 2,702 shares 2,702 $214K 0.02% -206 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,090 shares; 2025Q4: 4,173 shares 4,173 $206K 0.02% +83 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,763 shares; 2025Q4: 3,763 shares 3,763 $206K 0.02% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,075 shares 2,075 $206K 0.02% new Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,431 shares; 2025Q3: not reported; 2025Q4: 1,634 shares 1,634 $206K 0.02% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,828 shares 3,828 $204K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,837 shares; 2025Q3: 3,837 shares; 2025Q4: 3,837 shares 3,837 $203K 0.02% 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: 2,830 shares; 2024Q4: 2,457 shares; 2025Q1: 2,381 shares; 2025Q2: 2,382 shares; 2025Q3: 2,248 shares; 2025Q4: 2,137 shares 2,137 $201K 0.02% -111 Timeline DBI DESIGNER BRANDS INC More: the full row for DESIGNER BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,620 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,620 shares; 2025Q4: 23,620 shares 23,620 $175K 0.02% 0 Timeline BZAI BLAIZE HLDGS INC More: the full row for BLAIZE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99,908 shares; 2025Q2: 99,908 shares; 2025Q3: 49,954 shares; 2025Q4: 49,954 shares 49,954 $97.4K 0.01% 0 Timeline BED BATH & BEYOND INC BED BATH & BEYOND INC More: the full row for BED BATH & BEYOND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,070 shares 27,070 $17.9K <0.01% new