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: 2,501,882 shares; 2024Q4: 2,483,925 shares; 2025Q1: 2,476,011 shares; 2025Q2: 2,481,545 shares; 2025Q3: 2,358,756 shares; 2025Q4: 2,371,358 shares 2,371,358 $645M 5.75% +12,602 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: 1,233,906 shares; 2024Q4: 1,227,549 shares; 2025Q1: 1,223,480 shares; 2025Q2: 1,217,034 shares; 2025Q3: 1,171,687 shares; 2025Q4: 1,167,460 shares 1,167,460 $565M 5.03% -4,227 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,913 shares; 2024Q4: 469,194 shares; 2025Q1: 401,432 shares; 2025Q2: 439,841 shares; 2025Q3: 473,654 shares; 2025Q4: 731,349 shares 731,349 $501M 4.47% +257,695 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: 1,476,755 shares; 2024Q4: 1,472,791 shares; 2025Q1: 1,455,065 shares; 2025Q2: 1,446,522 shares; 2025Q3: 1,388,400 shares; 2025Q4: 1,376,816 shares 1,376,816 $444M 3.96% -11,584 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: 1,295,366 shares; 2024Q4: 1,382,484 shares; 2025Q1: 1,523,930 shares; 2025Q2: 1,611,232 shares; 2025Q3: 1,678,735 shares; 2025Q4: 1,720,275 shares 1,720,275 $342M 3.05% +41,540 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: 311,706 shares; 2025Q1: 311,603 shares; 2025Q2: 311,879 shares; 2025Q3: 306,510 shares; 2025Q4: 303,797 shares 303,797 $325M 2.9% -2,713 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: 912,327 shares; 2024Q4: 884,936 shares; 2025Q1: 1,047,637 shares; 2025Q2: 1,013,025 shares; 2025Q3: 1,010,078 shares; 2025Q4: 1,029,990 shares 1,029,990 $322M 2.87% +19,912 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: 621,635 shares; 2024Q4: 622,873 shares; 2025Q1: 616,034 shares; 2025Q2: 615,533 shares; 2025Q3: 561,933 shares; 2025Q4: 557,714 shares 557,714 $318M 2.84% -4,219 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: 1,949,036 shares; 2024Q4: 1,864,972 shares; 2025Q1: 1,836,311 shares; 2025Q2: 1,821,344 shares; 2025Q3: 1,777,197 shares; 2025Q4: 1,721,262 shares 1,721,262 $316M 2.81% -55,935 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: 2,755,982 shares; 2024Q4: 2,831,076 shares; 2025Q1: 2,771,885 shares; 2025Q2: 2,838,172 shares; 2025Q3: 2,820,948 shares; 2025Q4: 2,852,821 shares 2,852,821 $255M 2.28% +31,873 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: 305,195 shares; 2024Q4: 304,098 shares; 2025Q1: 300,411 shares; 2025Q2: 297,649 shares; 2025Q3: 293,904 shares; 2025Q4: 291,906 shares 291,906 $252M 2.24% -1,998 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: 1,777,236 shares; 2024Q4: 1,771,668 shares; 2025Q1: 1,737,582 shares; 2025Q2: 1,720,731 shares; 2025Q3: 1,688,540 shares; 2025Q4: 1,625,160 shares 1,625,160 $250M 2.23% -63,380 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: 1,690,629 shares; 2024Q4: 1,675,683 shares; 2025Q1: 1,670,822 shares; 2025Q2: 1,694,056 shares; 2025Q3: 1,416,882 shares; 2025Q4: 1,266,437 shares 1,266,437 $247M 2.2% -150,445 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: 1,201,143 shares; 2024Q4: 1,166,295 shares; 2025Q1: 1,147,774 shares; 2025Q2: 1,132,573 shares; 2025Q3: 1,048,358 shares; 2025Q4: 1,039,300 shares 1,039,300 $215M 1.92% -9,058 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: 1,718,794 shares; 2024Q4: 1,724,170 shares; 2025Q1: 1,713,109 shares; 2025Q2: 1,710,797 shares; 2025Q3: 1,690,361 shares; 2025Q4: 1,690,047 shares 1,690,047 $203M 1.81% -314 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: 767,863 shares; 2024Q4: 773,696 shares; 2025Q1: 973,633 shares; 2025Q2: 942,466 shares; 2025Q3: 930,457 shares; 2025Q4: 1,059,654 shares 1,059,654 $198M 1.76% +129,197 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: 918,258 shares; 2024Q4: 900,248 shares; 2025Q1: 862,123 shares; 2025Q2: 860,564 shares; 2025Q3: 841,023 shares; 2025Q4: 817,904 shares 817,904 $197M 1.76% -23,119 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: 3,331,137 shares; 2024Q4: 3,153,862 shares; 2025Q1: 2,974,512 shares; 2025Q2: 2,970,788 shares; 2025Q3: 2,896,445 shares; 2025Q4: 2,882,452 shares 2,882,452 $194M 1.73% -13,993 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: 686,753 shares; 2024Q4: 683,711 shares; 2025Q1: 668,750 shares; 2025Q2: 670,123 shares; 2025Q3: 764,216 shares; 2025Q4: 697,546 shares 697,546 $187M 1.67% -66,670 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: 952,108 shares; 2024Q4: 947,511 shares; 2025Q1: 941,575 shares; 2025Q2: 935,862 shares; 2025Q3: 923,755 shares; 2025Q4: 905,024 shares 905,024 $177M 1.57% -18,731 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: 3,515 shares; 2024Q4: 38,075 shares; 2025Q1: 69,389 shares; 2025Q2: 107,621 shares; 2025Q3: 156,807 shares; 2025Q4: 161,300 shares 161,300 $173M 1.55% +4,493 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: 2,521,018 shares; 2024Q4: 2,539,454 shares; 2025Q1: 2,556,279 shares; 2025Q2: 2,573,583 shares; 2025Q3: 2,573,761 shares; 2025Q4: 2,585,227 shares 2,585,227 $171M 1.52% +11,466 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: 382,361 shares; 2024Q4: 383,870 shares; 2025Q1: 377,077 shares; 2025Q2: 320,998 shares; 2025Q3: 314,338 shares; 2025Q4: 311,749 shares 311,749 $163M 1.45% -2,589 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: 1,256,763 shares; 2024Q4: 1,228,047 shares; 2025Q1: 1,236,934 shares; 2025Q2: 1,226,723 shares; 2025Q3: 1,193,532 shares; 2025Q4: 1,129,202 shares 1,129,202 $162M 1.45% -64,330 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,248,631 shares; 2024Q4: 2,193,753 shares; 2025Q1: 2,084,745 shares; 2025Q2: 2,104,704 shares; 2025Q3: 2,080,765 shares; 2025Q4: 2,076,091 shares 2,076,091 $160M 1.43% -4,674 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,647,368 shares; 2024Q4: 1,675,030 shares; 2025Q1: 1,638,029 shares; 2025Q2: 1,661,796 shares; 2025Q3: 1,651,250 shares; 2025Q4: 1,639,520 shares 1,639,520 $154M 1.37% -11,730 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,269,422 shares; 2024Q4: 1,490,395 shares; 2025Q1: 2,121,705 shares; 2025Q2: 2,464,525 shares; 2025Q3: 2,824,187 shares; 2025Q4: 3,213,656 shares 3,213,656 $147M 1.31% +389,469 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: 1,560,258 shares; 2024Q4: 1,614,522 shares; 2025Q1: 1,777,747 shares; 2025Q2: 1,723,536 shares; 2025Q3: 1,755,450 shares; 2025Q4: 1,756,079 shares 1,756,079 $141M 1.26% +629 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: 224,298 shares; 2024Q4: 208,960 shares; 2025Q1: 220,235 shares; 2025Q2: 228,066 shares; 2025Q3: 224,224 shares; 2025Q4: 227,170 shares 227,170 $132M 1.17% +2,946 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: 1,013,607 shares; 2024Q4: 949,346 shares; 2025Q1: 963,198 shares; 2025Q2: 967,665 shares; 2025Q3: 952,684 shares; 2025Q4: 855,407 shares 855,407 $130M 1.16% -97,277 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: 337,040 shares; 2024Q4: 340,218 shares; 2025Q1: 386,749 shares; 2025Q2: 385,302 shares; 2025Q3: 380,085 shares; 2025Q4: 351,168 shares 351,168 $124M 1.11% -28,917 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: 382,868 shares; 2024Q4: 381,816 shares; 2025Q1: 397,732 shares; 2025Q2: 376,351 shares; 2025Q3: 367,950 shares; 2025Q4: 357,144 shares 357,144 $114M 1.01% -10,806 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: 1,117,590 shares; 2024Q4: 1,005,191 shares; 2025Q1: 1,042,706 shares; 2025Q2: 1,060,146 shares; 2025Q3: 1,053,237 shares; 2025Q4: 1,050,128 shares 1,050,128 $101M 0.9% -3,109 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: 1,932,071 shares; 2024Q4: 1,998,750 shares; 2025Q1: 1,730,461 shares; 2025Q2: 1,718,801 shares; 2025Q3: 1,762,433 shares; 2025Q4: 1,841,663 shares 1,841,663 $97.4M 0.87% +79,230 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: 141,261 shares; 2024Q4: 140,367 shares; 2025Q1: 137,950 shares; 2025Q2: 135,084 shares; 2025Q3: 114,506 shares; 2025Q4: 113,705 shares 113,705 $93.3M 0.83% -801 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: 1,414,265 shares; 2024Q4: 1,407,400 shares; 2025Q1: 1,382,763 shares; 2025Q2: 1,372,988 shares; 2025Q3: 1,343,016 shares; 2025Q4: 1,308,260 shares 1,308,260 $91.5M 0.82% -34,756 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: 415,468 shares; 2024Q4: 416,726 shares; 2025Q1: 415,924 shares; 2025Q2: 415,522 shares; 2025Q3: 406,590 shares; 2025Q4: 368,755 shares 368,755 $91.1M 0.81% -37,835 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,654 shares; 2024Q4: 539,954 shares; 2025Q1: 735,085 shares; 2025Q2: 871,692 shares; 2025Q3: 1,686,162 shares; 2025Q4: 1,796,770 shares 1,796,770 $90.9M 0.81% +110,608 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: 381,107 shares; 2024Q4: 398,871 shares; 2025Q1: 410,638 shares; 2025Q2: 425,568 shares; 2025Q3: 389,127 shares; 2025Q4: 402,947 shares 402,947 $88.6M 0.79% +13,820 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: 212,048 shares; 2024Q4: 214,554 shares; 2025Q1: 232,846 shares; 2025Q2: 234,955 shares; 2025Q3: 236,523 shares; 2025Q4: 246,675 shares 246,675 $86.7M 0.77% +10,152 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: 105,633 shares; 2024Q4: 104,760 shares; 2025Q1: 103,741 shares; 2025Q2: 116,085 shares; 2025Q3: 115,539 shares; 2025Q4: 118,953 shares 118,953 $81.1M 0.72% +3,414 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: 217,108 shares; 2024Q4: 218,312 shares; 2025Q1: 236,290 shares; 2025Q2: 236,941 shares; 2025Q3: 236,643 shares; 2025Q4: 241,553 shares 241,553 $81M 0.72% +4,910 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: 248,903 shares; 2024Q4: 246,373 shares; 2025Q1: 243,739 shares; 2025Q2: 242,674 shares; 2025Q3: 255,386 shares; 2025Q4: 253,719 shares 253,719 $77.5M 0.69% -1,667 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: 1,206,300 shares; 2024Q4: 1,197,915 shares; 2025Q1: 1,059,833 shares; 2025Q2: 1,037,794 shares; 2025Q3: 980,767 shares; 2025Q4: 971,991 shares 971,991 $74.9M 0.67% -8,776 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,134,321 shares; 2024Q4: 1,178,632 shares; 2025Q1: 1,225,608 shares; 2025Q2: 1,240,839 shares; 2025Q3: 1,301,499 shares; 2025Q4: 1,372,890 shares 1,372,890 $74M 0.66% +71,391 Timeline VPL 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: 1,011,615 shares; 2024Q4: 964,841 shares; 2025Q1: 900,003 shares; 2025Q2: 870,368 shares; 2025Q3: 835,904 shares; 2025Q4: 803,402 shares 803,402 $72.6M 0.65% -32,502 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: 7,183 shares; 2024Q4: 6,174 shares; 2025Q1: 6,443 shares; 2025Q2: 7,586 shares; 2025Q3: 96,314 shares; 2025Q4: 105,601 shares 105,601 $69.7M 0.62% +9,287 Timeline STIP 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: 580,463 shares; 2024Q4: 592,789 shares; 2025Q1: 610,484 shares; 2025Q2: 621,236 shares; 2025Q3: 642,395 shares; 2025Q4: 666,530 shares 666,530 $68.2M 0.61% +24,135 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,608 shares; 2024Q4: 553,146 shares; 2025Q1: 702,452 shares; 2025Q2: 702,502 shares; 2025Q3: 694,687 shares; 2025Q4: 645,908 shares 645,908 $65.9M 0.59% -48,779 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: 259,443 shares; 2024Q4: 258,455 shares; 2025Q1: 254,556 shares; 2025Q2: 252,650 shares; 2025Q3: 243,676 shares; 2025Q4: 241,748 shares 241,748 $62.2M 0.55% -1,928 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: 748,035 shares; 2024Q4: 764,747 shares; 2025Q1: 750,877 shares; 2025Q2: 747,101 shares; 2025Q3: 740,093 shares; 2025Q4: 727,730 shares 727,730 $54.9M 0.49% -12,363 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761,308 shares; 2024Q4: 705,923 shares; 2025Q1: 658,679 shares; 2025Q2: 644,647 shares; 2025Q3: 617,525 shares; 2025Q4: 585,857 shares 585,857 $49M 0.44% -31,668 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: 11,498 shares; 2024Q4: 11,690 shares; 2025Q1: 12,031 shares; 2025Q2: 182,263 shares; 2025Q3: 181,976 shares; 2025Q4: 332,697 shares 332,697 $47.9M 0.43% +150,721 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: 257,657 shares; 2024Q4: 254,072 shares; 2025Q1: 251,831 shares; 2025Q2: 239,860 shares; 2025Q3: 237,357 shares; 2025Q4: 291,714 shares 291,714 $46.8M 0.42% +54,357 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,494 shares; 2024Q4: 207,734 shares; 2025Q1: 205,894 shares; 2025Q2: 204,447 shares; 2025Q3: 201,054 shares; 2025Q4: 200,599 shares 200,599 $45.6M 0.41% -455 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: 300,305 shares; 2024Q4: 251,761 shares; 2025Q1: 280,521 shares; 2025Q2: 271,360 shares; 2025Q3: 268,508 shares; 2025Q4: 260,948 shares 260,948 $44.6M 0.4% -7,560 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: 575,582 shares; 2024Q4: 578,669 shares; 2025Q1: 519,565 shares; 2025Q2: 433,930 shares; 2025Q3: 418,640 shares; 2025Q4: 248,015 shares 248,015 $43M 0.38% -170,625 Timeline VV 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: 135,100 shares; 2024Q4: 145,407 shares; 2025Q1: 151,865 shares; 2025Q2: 161,911 shares; 2025Q3: 158,847 shares; 2025Q4: 131,887 shares 131,887 $41.5M 0.37% -26,960 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: 29,943 shares; 2024Q4: 29,872 shares; 2025Q1: 29,664 shares; 2025Q2: 330,352 shares; 2025Q3: 332,115 shares; 2025Q4: 187,422 shares 187,422 $41.2M 0.37% -144,693 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: 20,940 shares; 2024Q4: 21,415 shares; 2025Q1: 22,312 shares; 2025Q2: 21,991 shares; 2025Q3: 22,105 shares; 2025Q4: 106,276 shares 106,276 $36.8M 0.33% +84,171 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: 112,288 shares; 2024Q4: 111,282 shares; 2025Q1: 108,100 shares; 2025Q2: 108,326 shares; 2025Q3: 105,652 shares; 2025Q4: 104,417 shares 104,417 $35.9M 0.32% -1,235 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: 34,259 shares; 2024Q4: 29,712 shares; 2025Q1: 34,209 shares; 2025Q2: 33,376 shares; 2025Q3: 33,061 shares; 2025Q4: 33,581 shares 33,581 $35.9M 0.32% +520 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: 1,417,225 shares; 2024Q4: 1,413,624 shares; 2025Q1: 1,410,513 shares; 2025Q2: 1,396,492 shares; 2025Q3: 1,424,189 shares; 2025Q4: 867,558 shares 867,558 $35.3M 0.32% -556,631 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: 52,913 shares; 2024Q4: 52,403 shares; 2025Q1: 51,964 shares; 2025Q2: 50,721 shares; 2025Q3: 48,743 shares; 2025Q4: 52,826 shares 52,826 $35M 0.31% +4,083 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: 101,924 shares; 2024Q4: 99,316 shares; 2025Q1: 103,520 shares; 2025Q2: 125,743 shares; 2025Q3: 104,489 shares; 2025Q4: 105,288 shares 105,288 $33M 0.29% +799 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,418 shares; 2024Q4: 585,358 shares; 2025Q1: 655,737 shares; 2025Q2: 671,563 shares; 2025Q3: 674,664 shares; 2025Q4: 728,429 shares 728,429 $32.4M 0.29% +53,765 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 294,301 shares; 2024Q4: 288,414 shares; 2025Q1: 282,737 shares; 2025Q2: 276,464 shares; 2025Q3: 269,970 shares; 2025Q4: 265,742 shares 265,742 $31.8M 0.28% -4,228 Timeline VGSH 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: not reported; 2025Q2: 452,050 shares; 2025Q3: 489,480 shares; 2025Q4: 529,358 shares 529,358 $31.1M 0.28% +39,878 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: 154,251 shares; 2024Q4: 263,268 shares; 2025Q1: 357,014 shares; 2025Q2: 450,844 shares; 2025Q3: 555,869 shares; 2025Q4: 660,772 shares 660,772 $30M 0.27% +104,903 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: 236,764 shares; 2024Q4: 230,033 shares; 2025Q1: 227,247 shares; 2025Q2: 226,181 shares; 2025Q3: 208,587 shares; 2025Q4: 205,704 shares 205,704 $29.5M 0.26% -2,883 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: 755,212 shares; 2024Q4: 729,069 shares; 2025Q1: 554,189 shares; 2025Q2: 309,256 shares; 2025Q3: 289,639 shares; 2025Q4: 279,635 shares 279,635 $29.4M 0.26% -10,004 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: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares 38 $28.7M 0.26% 0 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: 84,804 shares; 2024Q4: 86,597 shares; 2025Q1: 88,323 shares; 2025Q2: 87,465 shares; 2025Q3: 80,113 shares; 2025Q4: 80,764 shares 80,764 $28.3M 0.25% +651 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: 187,602 shares; 2024Q4: 179,729 shares; 2025Q1: 182,936 shares; 2025Q2: 183,247 shares; 2025Q3: 184,468 shares; 2025Q4: 152,862 shares 152,862 $26.8M 0.24% -31,606 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,559 shares; 2024Q4: 463,733 shares; 2025Q1: 460,731 shares; 2025Q2: 457,597 shares; 2025Q3: 443,876 shares; 2025Q4: 420,772 shares 420,772 $26.7M 0.24% -23,104 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: 58,616 shares; 2024Q4: 58,071 shares; 2025Q1: 57,674 shares; 2025Q2: 58,215 shares; 2025Q3: 53,925 shares; 2025Q4: 50,362 shares 50,362 $23.8M 0.21% -3,563 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: 282,371 shares; 2024Q4: 852,743 shares; 2025Q1: 984,960 shares; 2025Q2: 982,252 shares; 2025Q3: 872,707 shares; 2025Q4: 874,656 shares 874,656 $23.8M 0.21% +1,949 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: 10,196 shares; 2024Q4: 10,096 shares; 2025Q1: 9,846 shares; 2025Q2: 8,000 shares; 2025Q3: 59,980 shares; 2025Q4: 53,275 shares 53,275 $22.7M 0.2% -6,705 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: 38,688 shares; 2024Q4: 38,217 shares; 2025Q1: 37,803 shares; 2025Q2: 41,900 shares; 2025Q3: 41,724 shares; 2025Q4: 41,528 shares 41,528 $20.1M 0.18% -196 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,070 shares; 2025Q3: 137,054 shares; 2025Q4: 164,778 shares 164,778 $20.1M 0.18% +27,724 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: 42,489 shares; 2024Q4: 42,408 shares; 2025Q1: 42,722 shares; 2025Q2: 46,477 shares; 2025Q3: 40,143 shares; 2025Q4: 39,292 shares 39,292 $19.8M 0.18% -851 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: 776,371 shares; 2024Q4: 562,658 shares; 2025Q1: 169,616 shares; 2025Q2: 225,303 shares; 2025Q3: 136,635 shares; 2025Q4: 198,917 shares 198,917 $19.7M 0.18% +62,282 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: 29,980 shares; 2024Q4: 29,304 shares; 2025Q1: 98,661 shares; 2025Q2: 102,624 shares; 2025Q3: 106,697 shares; 2025Q4: 108,328 shares 108,328 $19.2M 0.17% +1,631 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: 95,309 shares; 2024Q4: 95,655 shares; 2025Q1: 95,505 shares; 2025Q2: 95,109 shares; 2025Q3: 83,431 shares; 2025Q4: 82,794 shares 82,794 $18.9M 0.17% -637 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,086 shares; 2024Q4: 137,043 shares; 2025Q1: 139,405 shares; 2025Q2: 138,997 shares; 2025Q3: 142,757 shares; 2025Q4: 152,863 shares 152,863 $18.2M 0.16% +10,106 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: 71,607 shares; 2024Q4: 70,074 shares; 2025Q1: 69,130 shares; 2025Q2: 67,669 shares; 2025Q3: 66,829 shares; 2025Q4: 65,937 shares 65,937 $18M 0.16% -892 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: 26,985 shares; 2024Q4: 27,521 shares; 2025Q1: 29,464 shares; 2025Q2: 27,906 shares; 2025Q3: 28,076 shares; 2025Q4: 28,380 shares 28,380 $17.8M 0.16% +304 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: 77,446 shares; 2024Q4: 71,846 shares; 2025Q1: 72,934 shares; 2025Q2: 75,068 shares; 2025Q3: 74,537 shares; 2025Q4: 73,412 shares 73,412 $16.9M 0.15% -1,125 Timeline IEF 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: 141,513 shares; 2024Q4: 149,069 shares; 2025Q1: 153,523 shares; 2025Q2: 156,558 shares; 2025Q3: 166,057 shares; 2025Q4: 172,840 shares 172,840 $16.6M 0.15% +6,783 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: 67,944 shares; 2024Q4: 70,840 shares; 2025Q1: 84,231 shares; 2025Q2: 88,065 shares; 2025Q3: 90,371 shares; 2025Q4: 62,421 shares 62,421 $16.5M 0.15% -27,950 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: 149,418 shares; 2024Q4: 137,807 shares; 2025Q1: 140,348 shares; 2025Q2: 139,521 shares; 2025Q3: 129,144 shares; 2025Q4: 129,737 shares 129,737 $15.6M 0.14% +593 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: 427,425 shares; 2024Q4: 426,145 shares; 2025Q1: 424,852 shares; 2025Q2: 57,839 shares; 2025Q3: 50,086 shares; 2025Q4: 46,413 shares 46,413 $15.3M 0.14% -3,673 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: 21,916 shares; 2024Q4: 22,315 shares; 2025Q1: 23,614 shares; 2025Q2: 23,753 shares; 2025Q3: 24,284 shares; 2025Q4: 24,231 shares 24,231 $14.9M 0.13% -53 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: 144,515 shares; 2024Q4: 143,477 shares; 2025Q1: 131,741 shares; 2025Q2: 129,155 shares; 2025Q3: 125,790 shares; 2025Q4: 125,067 shares 125,067 $14.4M 0.13% -723 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 176,103 shares; 2025Q2: 187,934 shares; 2025Q3: 247,371 shares; 2025Q4: 310,102 shares 310,102 $14.1M 0.13% +62,731 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: 58,653 shares; 2024Q4: 56,664 shares; 2025Q1: 56,711 shares; 2025Q2: 56,498 shares; 2025Q3: 62,456 shares; 2025Q4: 59,152 shares 59,152 $12.4M 0.11% -3,304 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,698 shares; 2024Q4: 106,373 shares; 2025Q1: 106,513 shares; 2025Q2: 104,316 shares; 2025Q3: 98,313 shares; 2025Q4: 94,545 shares 94,545 $11.6M 0.1% -3,768 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: 99,364 shares; 2024Q4: 97,760 shares; 2025Q1: 97,320 shares; 2025Q2: 98,072 shares; 2025Q3: 86,335 shares; 2025Q4: 88,075 shares 88,075 $11M 0.1% +1,740 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 220,841 shares 220,841 $10.7M 0.1% new 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: 34,161 shares; 2024Q4: 33,838 shares; 2025Q1: 33,365 shares; 2025Q2: 32,475 shares; 2025Q3: 31,883 shares; 2025Q4: 31,474 shares 31,474 $10.6M 0.09% -409 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: 13,084 shares; 2024Q4: 13,061 shares; 2025Q1: 13,576 shares; 2025Q2: 15,780 shares; 2025Q3: 15,758 shares; 2025Q4: 13,708 shares 13,708 $10.3M 0.09% -2,050 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: 42,870 shares; 2024Q4: 42,299 shares; 2025Q1: 42,034 shares; 2025Q2: 41,646 shares; 2025Q3: 30,627 shares; 2025Q4: 30,394 shares 30,394 $9.95M 0.09% -233 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: 46,858 shares; 2024Q4: 45,639 shares; 2025Q1: 45,674 shares; 2025Q2: 45,160 shares; 2025Q3: 40,795 shares; 2025Q4: 41,463 shares 41,463 $9.59M 0.09% +668 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: 80,476 shares; 2024Q4: 81,761 shares; 2025Q1: 82,058 shares; 2025Q2: 82,299 shares; 2025Q3: 82,756 shares; 2025Q4: 82,451 shares 82,451 $9.19M 0.08% -305 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: 31,780 shares; 2024Q4: 32,610 shares; 2025Q1: 32,426 shares; 2025Q2: 34,862 shares; 2025Q3: 35,008 shares; 2025Q4: 35,167 shares 35,167 $9.07M 0.08% +159 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: 171,565 shares; 2024Q4: 170,472 shares; 2025Q1: 177,124 shares; 2025Q2: 174,574 shares; 2025Q3: 139,461 shares; 2025Q4: 36,439 shares 36,439 $8.97M 0.08% -103,022 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: 99,341 shares; 2024Q4: 99,341 shares; 2025Q1: 95,708 shares; 2025Q2: 90,605 shares; 2025Q3: 88,840 shares; 2025Q4: 89,314 shares 89,314 $8.6M 0.08% +474 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: 492,217 shares; 2024Q4: 360,380 shares; 2025Q1: 440,875 shares; 2025Q2: 411,121 shares; 2025Q3: 382,574 shares; 2025Q4: 302,188 shares 302,188 $7.52M 0.07% -80,386 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,103 shares; 2024Q4: 40,982 shares; 2025Q1: 40,827 shares; 2025Q2: 38,539 shares; 2025Q3: 34,240 shares; 2025Q4: 36,212 shares 36,212 $6.94M 0.06% +1,972 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,249 shares; 2024Q4: 46,123 shares; 2025Q1: 45,236 shares; 2025Q2: 42,314 shares; 2025Q3: 36,896 shares; 2025Q4: 35,096 shares 35,096 $6.81M 0.06% -1,800 Timeline MTUM 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: 26,883 shares; 2024Q4: 23,039 shares; 2025Q1: 24,437 shares; 2025Q2: 25,361 shares; 2025Q3: 25,563 shares; 2025Q4: 25,535 shares 25,535 $6.39M 0.06% -28 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: 69,117 shares; 2024Q4: 66,213 shares; 2025Q1: 68,044 shares; 2025Q2: 65,503 shares; 2025Q3: 54,831 shares; 2025Q4: 55,811 shares 55,811 $6.35M 0.06% +980 Timeline ICSH 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: 156,537 shares; 2024Q4: 137,446 shares; 2025Q1: 141,709 shares; 2025Q2: 133,778 shares; 2025Q3: 132,471 shares; 2025Q4: 125,153 shares 125,153 $6.33M 0.06% -7,318 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: 122,978 shares; 2024Q4: 116,337 shares; 2025Q1: 116,850 shares; 2025Q2: 116,850 shares; 2025Q3: 98,632 shares; 2025Q4: 100,522 shares 100,522 $6.28M 0.06% +1,890 Timeline FLOT 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: 1,167,867 shares; 2024Q4: 1,036,595 shares; 2025Q1: 974,716 shares; 2025Q2: 888,666 shares; 2025Q3: 127,480 shares; 2025Q4: 121,141 shares 121,141 $6.16M 0.05% -6,339 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: 47,020 shares; 2024Q4: 46,710 shares; 2025Q1: 44,413 shares; 2025Q2: 44,329 shares; 2025Q3: 44,169 shares; 2025Q4: 44,344 shares 44,344 $5.89M 0.05% +175 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: 11,618 shares; 2024Q4: 11,703 shares; 2025Q1: 11,703 shares; 2025Q2: 22,152 shares; 2025Q3: 21,962 shares; 2025Q4: 23,516 shares 23,516 $5.79M 0.05% +1,554 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: 114,239 shares; 2024Q4: 148,992 shares; 2025Q1: 108,722 shares; 2025Q2: 113,388 shares; 2025Q3: 101,288 shares; 2025Q4: 104,455 shares 104,455 $5.62M 0.05% +3,167 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: 18,134 shares; 2024Q4: 18,659 shares; 2025Q1: 18,302 shares; 2025Q2: 17,963 shares; 2025Q3: 16,474 shares; 2025Q4: 17,506 shares 17,506 $5.19M 0.05% +1,032 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: 17,547 shares; 2024Q4: 18,119 shares; 2025Q1: 16,612 shares; 2025Q2: 14,442 shares; 2025Q3: 13,976 shares; 2025Q4: 13,985 shares 13,985 $5.17M 0.05% +9 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 62,052 shares 62,052 $5.07M 0.05% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,837 shares; 2024Q4: 137,010 shares; 2025Q1: 136,693 shares; 2025Q2: 135,460 shares; 2025Q3: 126,201 shares; 2025Q4: 125,824 shares 125,824 $5.06M 0.05% -377 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: 59,993 shares; 2024Q4: 56,026 shares; 2025Q1: 55,559 shares; 2025Q2: 55,020 shares; 2025Q3: 53,596 shares; 2025Q4: 53,596 shares 53,596 $5.05M 0.05% 0 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: 7,199 shares; 2024Q4: 7,099 shares; 2025Q1: 7,099 shares; 2025Q2: 7,399 shares; 2025Q3: 7,772 shares; 2025Q4: 7,888 shares 7,888 $4.76M 0.04% +116 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: 34,614 shares; 2024Q4: 34,571 shares; 2025Q1: 34,449 shares; 2025Q2: 34,064 shares; 2025Q3: 28,489 shares; 2025Q4: 28,538 shares 28,538 $4.57M 0.04% +49 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: 53,565 shares; 2024Q4: 54,319 shares; 2025Q1: 55,152 shares; 2025Q2: 50,904 shares; 2025Q3: 47,869 shares; 2025Q4: 48,531 shares 48,531 $4.52M 0.04% +662 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,288 shares; 2024Q4: 66,211 shares; 2025Q1: 66,971 shares; 2025Q2: 66,290 shares; 2025Q3: 65,694 shares; 2025Q4: 65,706 shares 65,706 $4.4M 0.04% +12 Timeline BSV 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: 56,310 shares; 2024Q4: 53,310 shares; 2025Q1: 53,310 shares; 2025Q2: 53,310 shares; 2025Q3: 53,310 shares; 2025Q4: 53,970 shares 53,970 $4.25M 0.04% +660 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: 35,648 shares; 2024Q4: 35,658 shares; 2025Q1: 35,298 shares; 2025Q2: 34,365 shares; 2025Q3: 34,654 shares; 2025Q4: 33,988 shares 33,988 $4.19M 0.04% -666 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: 12,712 shares; 2024Q4: 13,343 shares; 2025Q1: 13,091 shares; 2025Q2: 13,073 shares; 2025Q3: 13,440 shares; 2025Q4: 13,506 shares 13,506 $4.16M 0.04% +66 Timeline GVI 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: 29,409 shares; 2024Q4: 34,456 shares; 2025Q1: 36,220 shares; 2025Q2: 38,736 shares; 2025Q3: 39,686 shares; 2025Q4: 38,662 shares 38,662 $4.15M 0.04% -1,024 Timeline VSS 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: 28,885 shares; 2024Q4: 28,812 shares; 2025Q1: 28,812 shares; 2025Q2: 28,812 shares; 2025Q3: 28,510 shares; 2025Q4: 28,459 shares 28,459 $4.08M 0.04% -51 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,423 shares; 2024Q4: 37,939 shares; 2025Q1: 37,265 shares; 2025Q2: 37,238 shares; 2025Q3: 28,874 shares; 2025Q4: 28,382 shares 28,382 $3.91M 0.03% -492 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: 53,076 shares; 2024Q4: 52,762 shares; 2025Q1: 51,520 shares; 2025Q2: 52,698 shares; 2025Q3: 50,019 shares; 2025Q4: 49,046 shares 49,046 $3.88M 0.03% -973 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: 36,759 shares; 2024Q4: 39,302 shares; 2025Q1: 39,302 shares; 2025Q2: 41,274 shares; 2025Q3: 42,980 shares; 2025Q4: 42,980 shares 42,980 $3.84M 0.03% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,078 shares; 2024Q4: 93,380 shares; 2025Q1: 76,814 shares; 2025Q2: 55,147 shares; 2025Q3: 48,979 shares; 2025Q4: 48,203 shares 48,203 $3.83M 0.03% -776 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: 14,866 shares; 2024Q4: 14,285 shares; 2025Q1: 14,185 shares; 2025Q2: 14,360 shares; 2025Q3: 13,131 shares; 2025Q4: 12,872 shares 12,872 $3.72M 0.03% -259 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: 11,102 shares; 2024Q4: 11,055 shares; 2025Q1: 11,046 shares; 2025Q2: 11,283 shares; 2025Q3: 11,046 shares; 2025Q4: 11,046 shares 11,046 $3.58M 0.03% 0 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: 10,233 shares; 2024Q4: 10,233 shares; 2025Q1: 10,034 shares; 2025Q2: 9,541 shares; 2025Q3: 9,541 shares; 2025Q4: 9,541 shares 9,541 $3.56M 0.03% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,730 shares; 2024Q4: 38,928 shares; 2025Q1: 37,062 shares; 2025Q2: 35,672 shares; 2025Q3: 24,164 shares; 2025Q4: 24,559 shares 24,559 $3.52M 0.03% +395 Timeline ESGV 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: 17,292 shares; 2024Q4: 24,685 shares; 2025Q1: 28,763 shares; 2025Q2: 28,144 shares; 2025Q3: 28,863 shares; 2025Q4: 28,963 shares 28,963 $3.5M 0.03% +100 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: 58,447 shares; 2024Q4: 56,190 shares; 2025Q1: 58,815 shares; 2025Q2: 61,344 shares; 2025Q3: 61,529 shares; 2025Q4: 59,062 shares 59,062 $3.41M 0.03% -2,467 Timeline JEPI 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: 15,182 shares; 2024Q4: 22,029 shares; 2025Q1: 48,207 shares; 2025Q2: 46,481 shares; 2025Q3: 56,608 shares; 2025Q4: 58,826 shares 58,826 $3.37M 0.03% +2,218 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: 16,429 shares; 2024Q4: 16,429 shares; 2025Q1: 16,429 shares; 2025Q2: 16,784 shares; 2025Q3: 16,784 shares; 2025Q4: 16,784 shares 16,784 $3.35M 0.03% 0 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: 40,507 shares; 2024Q4: 38,397 shares; 2025Q1: 36,811 shares; 2025Q2: 26,660 shares; 2025Q3: 21,204 shares; 2025Q4: 21,343 shares 21,343 $3.3M 0.03% +139 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: 49,429 shares; 2024Q4: 36,885 shares; 2025Q1: 49,550 shares; 2025Q2: 47,076 shares; 2025Q3: 47,758 shares; 2025Q4: 44,045 shares 44,045 $3.26M 0.03% -3,713 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: 14,732 shares; 2024Q4: 14,137 shares; 2025Q1: 14,036 shares; 2025Q2: 14,450 shares; 2025Q3: 13,863 shares; 2025Q4: 13,815 shares 13,815 $3.16M 0.03% -48 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: 3,025 shares; 2024Q4: 3,306 shares; 2025Q1: 3,446 shares; 2025Q2: 3,411 shares; 2025Q3: 3,400 shares; 2025Q4: 3,504 shares 3,504 $3.08M 0.03% +104 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: 8,136 shares; 2024Q4: 9,478 shares; 2025Q1: 9,870 shares; 2025Q2: 9,977 shares; 2025Q3: 9,977 shares; 2025Q4: 10,417 shares 10,417 $3.02M 0.03% +440 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,919 shares; 2024Q4: 34,164 shares; 2025Q1: 34,954 shares; 2025Q2: 41,571 shares; 2025Q3: 41,696 shares; 2025Q4: 41,482 shares 41,482 $2.97M 0.03% -214 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: 13,238 shares; 2024Q4: 13,028 shares; 2025Q1: 13,685 shares; 2025Q2: 13,632 shares; 2025Q3: 13,528 shares; 2025Q4: 13,725 shares 13,725 $2.86M 0.03% +197 Timeline ACWX 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: 46,053 shares; 2024Q4: 45,903 shares; 2025Q1: 45,616 shares; 2025Q2: 45,096 shares; 2025Q3: 42,587 shares; 2025Q4: 42,607 shares 42,607 $2.86M 0.03% +20 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: 9,613 shares; 2024Q4: 9,442 shares; 2025Q1: 9,168 shares; 2025Q2: 9,168 shares; 2025Q3: 9,073 shares; 2025Q4: 9,088 shares 9,088 $2.84M 0.03% +15 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: 42,413 shares 42,413 $2.77M 0.02% new Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,386 shares; 2024Q4: 53,717 shares; 2025Q1: 58,281 shares; 2025Q2: 62,458 shares; 2025Q3: 62,623 shares; 2025Q4: 59,980 shares 59,980 $2.76M 0.02% -2,643 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: 29,854 shares; 2024Q4: 29,854 shares; 2025Q1: 39,760 shares; 2025Q2: 33,566 shares; 2025Q3: 31,960 shares; 2025Q4: 32,131 shares 32,131 $2.72M 0.02% +171 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: 6,210 shares; 2024Q4: 6,172 shares; 2025Q1: 5,727 shares; 2025Q2: 4,997 shares; 2025Q3: 4,983 shares; 2025Q4: 4,719 shares 4,719 $2.7M 0.02% -264 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: 22,772 shares; 2024Q4: 21,772 shares; 2025Q1: 20,846 shares; 2025Q2: 19,910 shares; 2025Q3: 19,536 shares; 2025Q4: 19,060 shares 19,060 $2.69M 0.02% -476 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,466 shares; 2025Q3: 6,356 shares; 2025Q4: 6,326 shares 6,326 $2.67M 0.02% -30 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,386 shares; 2024Q4: 14,215 shares; 2025Q1: 18,115 shares; 2025Q2: 16,576 shares; 2025Q3: 19,635 shares; 2025Q4: 24,550 shares 24,550 $2.49M 0.02% +4,915 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: 76,646 shares; 2024Q4: 73,717 shares; 2025Q1: 73,773 shares; 2025Q2: 73,259 shares; 2025Q3: 64,848 shares; 2025Q4: 50,846 shares 50,846 $2.49M 0.02% -14,002 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,463 shares; 2024Q4: 18,683 shares; 2025Q1: 20,432 shares; 2025Q2: 25,152 shares; 2025Q3: 25,824 shares; 2025Q4: 25,929 shares 25,929 $2.47M 0.02% +105 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: 3,048 shares; 2024Q4: 3,167 shares; 2025Q1: 3,117 shares; 2025Q2: 3,603 shares; 2025Q3: 3,677 shares; 2025Q4: 3,689 shares 3,689 $2.41M 0.02% +12 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,229 shares; 2024Q4: 66,704 shares; 2025Q1: 53,412 shares; 2025Q2: 52,362 shares; 2025Q3: 47,577 shares; 2025Q4: 44,484 shares 44,484 $2.4M 0.02% -3,093 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,359 shares; 2024Q4: 74,359 shares; 2025Q1: 74,839 shares; 2025Q2: 74,359 shares; 2025Q3: 74,359 shares; 2025Q4: 74,359 shares 74,359 $2.38M 0.02% 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: 130,210 shares; 2024Q4: 126,433 shares; 2025Q1: 127,098 shares; 2025Q2: 135,214 shares; 2025Q3: 110,932 shares; 2025Q4: 18,799 shares 18,799 $2.37M 0.02% -92,133 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,718 shares; 2024Q4: 30,446 shares; 2025Q1: 28,228 shares; 2025Q2: 44,383 shares; 2025Q3: 41,758 shares; 2025Q4: 42,019 shares 42,019 $2.24M 0.02% +261 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,733 shares; 2024Q4: 22,257 shares; 2025Q1: 22,282 shares; 2025Q2: 21,326 shares; 2025Q3: 20,410 shares; 2025Q4: 20,423 shares 20,423 $2.06M 0.02% +13 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: 2,200 shares; 2024Q4: 2,113 shares; 2025Q1: 2,061 shares; 2025Q2: 7,637 shares; 2025Q3: 7,449 shares; 2025Q4: 8,497 shares 8,497 $2.06M 0.02% +1,048 Timeline VCR 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: 5,046 shares; 2024Q4: 5,121 shares; 2025Q1: 5,118 shares; 2025Q2: 5,118 shares; 2025Q3: 5,118 shares; 2025Q4: 5,118 shares 5,118 $2.02M 0.02% 0 Timeline USXF 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: 34,204 shares; 2025Q3: 34,446 shares; 2025Q4: 34,461 shares 34,461 $1.98M 0.02% +15 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: 4,626 shares; 2024Q4: 4,626 shares; 2025Q1: 4,530 shares; 2025Q2: 4,377 shares; 2025Q3: 4,264 shares; 2025Q4: 4,257 shares 4,257 $1.98M 0.02% -7 Timeline SHY 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: 319,907 shares; 2024Q4: 335,117 shares; 2025Q1: 345,900 shares; 2025Q2: 27,221 shares; 2025Q3: 23,992 shares; 2025Q4: 23,694 shares 23,694 $1.96M 0.02% -298 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,255 shares; 2024Q4: 44,255 shares; 2025Q1: 44,255 shares; 2025Q2: 44,255 shares; 2025Q3: 44,255 shares; 2025Q4: 44,255 shares 44,255 $1.94M 0.02% 0 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: 5,971 shares; 2024Q4: 5,971 shares; 2025Q1: 5,978 shares; 2025Q2: 5,971 shares; 2025Q3: 5,971 shares; 2025Q4: 5,971 shares 5,971 $1.93M 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,052 shares; 2024Q4: 32,582 shares; 2025Q1: 31,236 shares; 2025Q2: 35,567 shares; 2025Q3: 31,567 shares; 2025Q4: 29,758 shares 29,758 $1.9M 0.02% -1,809 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,101 shares 30,101 $1.87M 0.02% new 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: 14,562 shares; 2024Q4: 13,052 shares; 2025Q1: 13,052 shares; 2025Q2: 13,052 shares; 2025Q3: 13,052 shares; 2025Q4: 13,052 shares 13,052 $1.85M 0.02% 0 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: 29,317 shares; 2024Q4: 27,906 shares; 2025Q1: 25,920 shares; 2025Q2: 23,733 shares; 2025Q3: 19,850 shares; 2025Q4: 19,718 shares 19,718 $1.85M 0.02% -132 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: 15,803 shares; 2024Q4: 15,581 shares; 2025Q1: 15,618 shares; 2025Q2: 15,665 shares; 2025Q3: 15,642 shares; 2025Q4: 15,615 shares 15,615 $1.84M 0.02% -27 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: 15,158 shares; 2024Q4: 15,014 shares; 2025Q1: 14,745 shares; 2025Q2: 14,166 shares; 2025Q3: 14,087 shares; 2025Q4: 14,096 shares 14,096 $1.82M 0.02% +9 Timeline VLUE 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: 89,503 shares; 2024Q4: 89,366 shares; 2025Q1: 27,296 shares; 2025Q2: 27,296 shares; 2025Q3: 14,430 shares; 2025Q4: 13,101 shares 13,101 $1.79M 0.02% -1,329 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,829 shares; 2024Q4: 35,554 shares; 2025Q1: 32,404 shares; 2025Q2: 40,429 shares; 2025Q3: 40,574 shares; 2025Q4: 40,213 shares 40,213 $1.78M 0.02% -361 Timeline SDY 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: 14,928 shares; 2024Q4: 12,583 shares; 2025Q1: 12,583 shares; 2025Q2: 13,028 shares; 2025Q3: 12,999 shares; 2025Q4: 12,694 shares 12,694 $1.77M 0.02% -305 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,720 shares; 2024Q4: 8,868 shares; 2025Q1: 8,720 shares; 2025Q2: 8,596 shares; 2025Q3: 9,734 shares; 2025Q4: 9,203 shares 9,203 $1.76M 0.02% -531 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,454 shares; 2025Q2: 28,454 shares; 2025Q3: 30,172 shares; 2025Q4: 30,172 shares 30,172 $1.75M 0.02% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,209 shares; 2024Q4: 27,943 shares; 2025Q1: 27,466 shares; 2025Q2: 21,495 shares; 2025Q3: 17,698 shares; 2025Q4: 17,506 shares 17,506 $1.67M 0.01% -192 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,088 shares; 2024Q4: 37,303 shares; 2025Q1: 35,131 shares; 2025Q2: 24,673 shares; 2025Q3: 22,197 shares; 2025Q4: 19,232 shares 19,232 $1.62M 0.01% -2,965 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: 102,176 shares; 2024Q4: 99,564 shares; 2025Q1: 99,564 shares; 2025Q2: 99,564 shares; 2025Q3: 96,702 shares; 2025Q4: 97,628 shares 97,628 $1.61M 0.01% +926 Timeline EUSB 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: 34,728 shares; 2025Q3: 34,728 shares; 2025Q4: 35,865 shares 35,865 $1.57M 0.01% +1,137 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,146 shares; 2024Q4: 298,046 shares; 2025Q1: 312,427 shares; 2025Q2: 302,314 shares; 2025Q3: 25,030 shares; 2025Q4: 22,677 shares 22,677 $1.54M 0.01% -2,353 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: 12,907 shares; 2024Q4: 12,644 shares; 2025Q1: 12,792 shares; 2025Q2: 12,360 shares; 2025Q3: 12,360 shares; 2025Q4: 13,203 shares 13,203 $1.54M 0.01% +843 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: 1,553 shares; 2024Q4: 1,534 shares; 2025Q1: 1,574 shares; 2025Q2: 1,585 shares; 2025Q3: 1,583 shares; 2025Q4: 16,410 shares 16,410 $1.54M 0.01% +14,827 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: 5,338 shares; 2024Q4: 5,297 shares; 2025Q1: 5,297 shares; 2025Q2: 5,343 shares; 2025Q3: 5,175 shares; 2025Q4: 5,210 shares 5,210 $1.51M 0.01% +35 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: 1,129 shares; 2024Q4: 1,123 shares; 2025Q1: 1,123 shares; 2025Q2: 1,123 shares; 2025Q3: 1,120 shares; 2025Q4: 1,123 shares 1,123 $1.49M 0.01% +3 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: 32,802 shares; 2024Q4: 32,686 shares; 2025Q1: 32,686 shares; 2025Q2: 31,765 shares; 2025Q3: 31,603 shares; 2025Q4: 31,584 shares 31,584 $1.48M 0.01% -19 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 509,326 shares; 2024Q4: 441,076 shares; 2025Q1: 231,067 shares; 2025Q2: 171,076 shares; 2025Q3: 78,443 shares; 2025Q4: 62,280 shares 62,280 $1.46M 0.01% -16,163 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: 115,810 shares; 2024Q4: 108,615 shares; 2025Q1: 105,751 shares; 2025Q2: 88,635 shares; 2025Q3: 64,040 shares; 2025Q4: 47,887 shares 47,887 $1.43M 0.01% -16,153 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: 2,111 shares; 2024Q4: 2,172 shares; 2025Q1: 2,175 shares; 2025Q2: 3,037 shares; 2025Q3: 1,177 shares; 2025Q4: 1,163 shares 1,163 $1.41M 0.01% -14 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,832 shares; 2024Q4: 18,978 shares; 2025Q1: 20,947 shares; 2025Q2: 26,070 shares; 2025Q3: 25,263 shares; 2025Q4: 25,362 shares 25,362 $1.37M 0.01% +99 Timeline SLYG 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: 19,150 shares; 2024Q4: 18,412 shares; 2025Q1: 18,231 shares; 2025Q2: 14,492 shares; 2025Q3: 14,440 shares; 2025Q4: 14,340 shares 14,340 $1.35M 0.01% -100 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: 2,268 shares; 2024Q4: 2,170 shares; 2025Q1: 3,193 shares; 2025Q2: 2,692 shares; 2025Q3: 2,960 shares; 2025Q4: 2,978 shares 2,978 $1.34M 0.01% +18 Timeline TFLO 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: 31,816 shares; 2024Q4: 29,722 shares; 2025Q1: 28,149 shares; 2025Q2: 27,209 shares; 2025Q3: 26,974 shares; 2025Q4: 26,372 shares 26,372 $1.33M 0.01% -602 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: 17,404 shares; 2024Q4: 13,725 shares; 2025Q1: 13,394 shares; 2025Q2: 13,394 shares; 2025Q3: 13,194 shares; 2025Q4: 13,826 shares 13,826 $1.33M 0.01% +632 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: 34,412 shares; 2024Q4: 34,193 shares; 2025Q1: 33,200 shares; 2025Q2: 25,818 shares; 2025Q3: 23,344 shares; 2025Q4: 23,921 shares 23,921 $1.32M 0.01% +577 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,340 shares; 2024Q4: 17,923 shares; 2025Q1: 17,923 shares; 2025Q2: 35,902 shares; 2025Q3: 32,694 shares; 2025Q4: 32,668 shares 32,668 $1.31M 0.01% -26 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,744 shares; 2024Q4: 31,489 shares; 2025Q1: 31,775 shares; 2025Q2: 30,816 shares; 2025Q3: 15,068 shares; 2025Q4: 13,254 shares 13,254 $1.3M 0.01% -1,814 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: 2,661 shares; 2024Q4: 2,766 shares; 2025Q1: 2,663 shares; 2025Q2: 2,795 shares; 2025Q3: 2,702 shares; 2025Q4: 2,651 shares 2,651 $1.29M 0.01% -51 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: 3,519 shares; 2024Q4: 3,834 shares; 2025Q1: 3,834 shares; 2025Q2: 3,732 shares; 2025Q3: 3,705 shares; 2025Q4: 3,615 shares 3,615 $1.28M 0.01% -90 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: 66,198 shares; 2024Q4: 46,495 shares; 2025Q1: 46,495 shares; 2025Q2: 44,386 shares; 2025Q3: 35,489 shares; 2025Q4: 50,976 shares 50,976 $1.27M 0.01% +15,487 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: 5,990 shares; 2024Q4: 5,990 shares; 2025Q1: 6,053 shares; 2025Q2: 14,650 shares; 2025Q3: 5,560 shares; 2025Q4: 5,552 shares 5,552 $1.26M 0.01% -8 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: 8,351 shares; 2024Q4: 8,351 shares; 2025Q1: 8,525 shares; 2025Q2: 8,525 shares; 2025Q3: 8,102 shares; 2025Q4: 8,116 shares 8,116 $1.25M 0.01% +14 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,961 shares; 2024Q4: 17,216 shares; 2025Q1: 40,043 shares; 2025Q2: 37,038 shares; 2025Q3: 45,383 shares; 2025Q4: 45,383 shares 45,383 $1.24M 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,039 shares; 2024Q4: 6,855 shares; 2025Q1: 6,877 shares; 2025Q2: 6,768 shares; 2025Q3: 6,750 shares; 2025Q4: 6,796 shares 6,796 $1.24M 0.01% +46 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,007 shares; 2024Q4: 42,217 shares; 2025Q1: 40,755 shares; 2025Q2: 40,755 shares; 2025Q3: 40,711 shares; 2025Q4: 41,083 shares 41,083 $1.22M 0.01% +372 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: 1,169 shares; 2024Q4: 1,166 shares; 2025Q1: 1,176 shares; 2025Q2: 1,408 shares; 2025Q3: 1,423 shares; 2025Q4: 7,770 shares 7,770 $1.19M 0.01% +6,347 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: 5,350 shares; 2025Q1: 6,202 shares; 2025Q2: 6,002 shares; 2025Q3: 6,732 shares; 2025Q4: 6,938 shares 6,938 $1.19M 0.01% +206 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: 12,542 shares; 2024Q4: 9,471 shares; 2025Q1: 10,802 shares; 2025Q2: 10,197 shares; 2025Q3: 9,707 shares; 2025Q4: 10,017 shares 10,017 $1.17M 0.01% +310 Timeline SUSA 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: 8,480 shares; 2024Q4: 8,480 shares; 2025Q1: 8,480 shares; 2025Q2: 8,480 shares; 2025Q3: 8,380 shares; 2025Q4: 8,380 shares 8,380 $1.17M 0.01% 0 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: 5,519 shares; 2024Q4: 5,519 shares; 2025Q1: 5,526 shares; 2025Q2: 3,909 shares; 2025Q3: 3,769 shares; 2025Q4: 4,719 shares 4,719 $1.15M 0.01% +950 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,148 shares; 2025Q4: 34,148 shares 34,148 $1.11M 0.01% 0 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: 5,772 shares; 2024Q4: 5,469 shares; 2025Q1: 5,398 shares; 2025Q2: 5,312 shares; 2025Q3: 3,291 shares; 2025Q4: 3,092 shares 3,092 $1.08M 0.01% -199 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: 1,970 shares; 2024Q4: 1,970 shares; 2025Q1: 1,970 shares; 2025Q2: 1,970 shares; 2025Q3: 1,970 shares; 2025Q4: 7,510 shares 7,510 $1.06M 0.01% +5,540 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: 4,282 shares; 2024Q4: 4,271 shares; 2025Q1: 4,092 shares; 2025Q2: 4,058 shares; 2025Q3: 4,058 shares; 2025Q4: 4,064 shares 4,064 $1.05M 0.01% +6 Timeline DGRO 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: 27,532 shares; 2024Q4: 27,933 shares; 2025Q1: 27,858 shares; 2025Q2: 25,064 shares; 2025Q3: 13,815 shares; 2025Q4: 15,165 shares 15,165 $1.05M 0.01% +1,350 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,081 shares; 2024Q4: 7,031 shares; 2025Q1: 7,031 shares; 2025Q2: 7,031 shares; 2025Q3: 6,344 shares; 2025Q4: 6,352 shares 6,352 $1.04M 0.01% +8 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,207 shares; 2024Q4: 4,169 shares; 2025Q1: 4,169 shares; 2025Q2: 3,572 shares; 2025Q3: 3,307 shares; 2025Q4: 3,315 shares 3,315 $1.03M 0.01% +8 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: 2,044 shares; 2024Q4: 1,729 shares; 2025Q1: 1,757 shares; 2025Q2: 1,729 shares; 2025Q3: 1,711 shares; 2025Q4: 1,758 shares 1,758 $1M 0.01% +47 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,967 shares; 2024Q4: 4,967 shares; 2025Q1: 4,967 shares; 2025Q2: 4,967 shares; 2025Q3: 4,967 shares; 2025Q4: 9,946 shares 9,946 $998K 0.01% +4,979 Timeline PFF 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: 31,098 shares; 2024Q4: 31,098 shares; 2025Q1: 31,098 shares; 2025Q2: 29,158 shares; 2025Q3: 29,158 shares; 2025Q4: 31,273 shares 31,273 $968K 0.01% +2,115 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,678 shares; 2024Q4: 4,652 shares; 2025Q1: 5,009 shares; 2025Q2: 5,009 shares; 2025Q3: 4,923 shares; 2025Q4: 4,930 shares 4,930 $963K 0.01% +7 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: 6,672 shares; 2024Q4: 8,438 shares; 2025Q1: 10,123 shares; 2025Q2: 10,103 shares; 2025Q3: 10,294 shares; 2025Q4: 11,020 shares 11,020 $961K 0.01% +726 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: 14,270 shares; 2024Q4: 14,270 shares; 2025Q1: 14,270 shares; 2025Q2: 14,410 shares; 2025Q3: 14,410 shares; 2025Q4: 14,410 shares 14,410 $938K 0.01% 0 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: 7,041 shares; 2024Q4: 7,041 shares; 2025Q1: 7,041 shares; 2025Q2: 7,041 shares; 2025Q3: 7,041 shares; 2025Q4: 7,041 shares 7,041 $908K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,783 shares; 2024Q4: 15,637 shares; 2025Q1: 15,637 shares; 2025Q2: 15,363 shares; 2025Q3: 15,363 shares; 2025Q4: 15,423 shares 15,423 $904K 0.01% +60 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,740 shares; 2024Q4: 1,724 shares; 2025Q1: 1,724 shares; 2025Q2: 1,728 shares; 2025Q3: 1,712 shares; 2025Q4: 1,714 shares 1,714 $875K 0.01% +2 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: 10,193 shares; 2024Q4: 11,086 shares; 2025Q1: 9,990 shares; 2025Q2: 9,912 shares; 2025Q3: 9,929 shares; 2025Q4: 19,502 shares 19,502 $872K 0.01% +9,573 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,184 shares; 2024Q4: 10,184 shares; 2025Q1: 10,184 shares; 2025Q2: 12,710 shares; 2025Q3: 12,710 shares; 2025Q4: 11,992 shares 11,992 $872K 0.01% -718 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS 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: 10,942 shares 10,942 $864K 0.01% new Timeline IYC 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: 8,370 shares; 2024Q4: 8,370 shares; 2025Q1: 8,370 shares; 2025Q2: 8,370 shares; 2025Q3: 8,370 shares; 2025Q4: 8,370 shares 8,370 $863K 0.01% 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: 25,573 shares; 2024Q4: 27,186 shares; 2025Q1: 24,531 shares; 2025Q2: 24,095 shares; 2025Q3: 22,091 shares; 2025Q4: 22,091 shares 22,091 $847K 0.01% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,157 shares; 2024Q4: 2,864 shares; 2025Q1: 2,784 shares; 2025Q2: 3,841 shares; 2025Q3: 3,355 shares; 2025Q4: 3,355 shares 3,355 $847K 0.01% 0 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: 185 shares; 2024Q4: 182 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 160 shares; 2025Q4: 158 shares 158 $846K 0.01% -2 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: 27,144 shares; 2024Q4: 15,344 shares; 2025Q1: 14,242 shares; 2025Q2: 11,525 shares; 2025Q3: 11,415 shares; 2025Q4: 11,269 shares 11,269 $828K 0.01% -146 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,056 shares; 2024Q4: 16,037 shares; 2025Q1: 16,037 shares; 2025Q2: 16,037 shares; 2025Q3: 10,907 shares; 2025Q4: 11,192 shares 11,192 $825K 0.01% +285 Timeline IBB 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: 4,869 shares; 2024Q4: 4,830 shares; 2025Q1: 4,830 shares; 2025Q2: 4,830 shares; 2025Q3: 4,836 shares; 2025Q4: 4,830 shares 4,830 $815K 0.01% -6 Timeline RSMC TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,210 shares; 2025Q1: 32,210 shares; 2025Q2: 32,210 shares; 2025Q3: 32,210 shares; 2025Q4: 32,210 shares 32,210 $813K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,089 shares; 2024Q4: 4,046 shares; 2025Q1: 4,046 shares; 2025Q2: 4,146 shares; 2025Q3: 4,131 shares; 2025Q4: 4,033 shares 4,033 $813K 0.01% -98 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,015 shares; 2024Q4: 12,652 shares; 2025Q1: 12,713 shares; 2025Q2: 12,910 shares; 2025Q3: 14,216 shares; 2025Q4: 9,934 shares 9,934 $798K 0.01% -4,282 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: 3,348 shares; 2024Q4: 3,262 shares; 2025Q1: 3,353 shares; 2025Q2: 3,001 shares; 2025Q3: 3,001 shares; 2025Q4: 3,057 shares 3,057 $786K 0.01% +56 Timeline MGV 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: 4,340 shares; 2024Q4: 5,315 shares; 2025Q1: 5,315 shares; 2025Q2: 5,315 shares; 2025Q3: 5,415 shares; 2025Q4: 5,315 shares 5,315 $750K 0.01% -100 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,401 shares; 2024Q4: 3,401 shares; 2025Q1: 3,401 shares; 2025Q2: 3,261 shares; 2025Q3: 3,229 shares; 2025Q4: 2,871 shares 2,871 $743K 0.01% -358 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: 14,857 shares; 2024Q4: 14,857 shares; 2025Q1: 15,117 shares; 2025Q2: 13,352 shares; 2025Q3: 13,352 shares; 2025Q4: 13,552 shares 13,552 $741K 0.01% +200 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,618 shares; 2024Q4: 7,509 shares; 2025Q1: 7,340 shares; 2025Q2: 6,990 shares; 2025Q3: 7,034 shares; 2025Q4: 6,653 shares 6,653 $734K 0.01% -381 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,251 shares; 2024Q4: 15,691 shares; 2025Q1: 15,691 shares; 2025Q2: 15,691 shares; 2025Q3: 15,691 shares; 2025Q4: 15,691 shares 15,691 $726K 0.01% 0 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: 6,047 shares; 2024Q4: 5,882 shares; 2025Q1: 5,914 shares; 2025Q2: 8,571 shares; 2025Q3: 6,971 shares; 2025Q4: 7,828 shares 7,828 $720K 0.01% +857 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,714 shares; 2024Q4: 3,610 shares; 2025Q1: 4,649 shares; 2025Q2: 5,398 shares; 2025Q3: 5,337 shares; 2025Q4: 5,480 shares 5,480 $715K 0.01% +143 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: 761 shares; 2024Q4: 745 shares; 2025Q1: 716 shares; 2025Q2: 716 shares; 2025Q3: 712 shares; 2025Q4: 686 shares 686 $692K 0.01% -26 Timeline DLN 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: 7,802 shares; 2024Q4: 7,802 shares; 2025Q1: 7,802 shares; 2025Q2: 7,802 shares; 2025Q3: 7,802 shares; 2025Q4: 7,802 shares 7,802 $687K 0.01% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,770 shares; 2024Q4: 4,760 shares; 2025Q1: 4,760 shares; 2025Q2: 4,760 shares; 2025Q3: 4,758 shares; 2025Q4: 4,823 shares 4,823 $675K 0.01% +65 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: 1,223 shares; 2024Q4: 1,226 shares; 2025Q1: 1,218 shares; 2025Q2: 1,367 shares; 2025Q3: 1,271 shares; 2025Q4: 1,274 shares 1,274 $651K 0.01% +3 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: 7,213 shares; 2024Q4: 6,758 shares; 2025Q1: 7,067 shares; 2025Q2: 4,591 shares; 2025Q3: 4,591 shares; 2025Q4: 6,488 shares 6,488 $648K 0.01% +1,897 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,364 shares; 2025Q1: 2,344 shares; 2025Q2: 3,625 shares; 2025Q3: 2,444 shares; 2025Q4: 2,353 shares 2,353 $648K 0.01% -91 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: 3,450 shares; 2024Q4: 3,350 shares; 2025Q1: 3,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,602 shares; 2025Q4: 1,600 shares 1,600 $634K 0.01% -2 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,912 shares; 2024Q4: 6,912 shares; 2025Q1: 6,044 shares; 2025Q2: 6,078 shares; 2025Q3: 6,034 shares; 2025Q4: 6,034 shares 6,034 $628K 0.01% 0 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: 6,165 shares; 2024Q4: 6,132 shares; 2025Q1: 6,332 shares; 2025Q2: 6,272 shares; 2025Q3: 6,413 shares; 2025Q4: 6,002 shares 6,002 $615K 0.01% -411 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,568 shares; 2025Q3: 1,528 shares; 2025Q4: 1,998 shares 1,998 $607K 0.01% +470 Timeline IWN 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: 5,696 shares; 2024Q4: 4,783 shares; 2025Q1: 4,795 shares; 2025Q2: 3,338 shares; 2025Q3: 3,380 shares; 2025Q4: 3,347 shares 3,347 $607K 0.01% -33 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: 846 shares; 2024Q4: 770 shares; 2025Q1: 818 shares; 2025Q2: 728 shares; 2025Q3: 667 shares; 2025Q4: 689 shares 689 $606K 0.01% +22 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: 3,255 shares; 2024Q4: 3,255 shares; 2025Q1: 5,515 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,654 shares 5,654 $606K 0.01% -46 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 3,274 shares; 2025Q1: 4,473 shares; 2025Q2: 2,746 shares; 2025Q3: 2,746 shares; 2025Q4: 2,746 shares 2,746 $599K 0.01% 0 Timeline IYJ 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: 3,988 shares; 2024Q4: 3,988 shares; 2025Q1: 3,988 shares; 2025Q2: 4,002 shares; 2025Q3: 4,002 shares; 2025Q4: 4,002 shares 4,002 $593K 0.01% 0 Timeline SUB 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: 4,573 shares; 2024Q4: 4,573 shares; 2025Q1: 4,762 shares; 2025Q2: 4,762 shares; 2025Q3: 5,052 shares; 2025Q4: 5,531 shares 5,531 $590K 0.01% +479 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,180 shares; 2024Q4: 18,540 shares; 2025Q1: 18,540 shares; 2025Q2: 18,540 shares; 2025Q3: 18,663 shares; 2025Q4: 19,470 shares 19,470 $585K 0.01% +807 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: 44,340 shares; 2024Q4: 38,665 shares; 2025Q1: 34,556 shares; 2025Q2: 37,916 shares; 2025Q3: 17,113 shares; 2025Q4: 15,497 shares 15,497 $572K 0.01% -1,616 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: 2,108 shares; 2024Q4: 2,108 shares; 2025Q1: 2,108 shares; 2025Q2: 2,225 shares; 2025Q3: 2,453 shares; 2025Q4: 2,691 shares 2,691 $571K 0.01% +238 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,423 shares; 2024Q4: 6,439 shares; 2025Q1: 6,423 shares; 2025Q2: 7,467 shares; 2025Q3: 5,773 shares; 2025Q4: 5,773 shares 5,773 $571K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,916 shares; 2024Q4: 14,316 shares; 2025Q1: 14,332 shares; 2025Q2: 13,782 shares; 2025Q3: 11,831 shares; 2025Q4: 11,831 shares 11,831 $566K 0.01% 0 Timeline IMCB 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: 6,517 shares; 2024Q4: 6,517 shares; 2025Q1: 6,517 shares; 2025Q2: 6,517 shares; 2025Q3: 6,557 shares; 2025Q4: 6,601 shares 6,601 $546K <0.01% +44 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: 984 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,701 shares; 2025Q3: 1,701 shares; 2025Q4: 1,847 shares 1,847 $542K <0.01% +146 Timeline IDV 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: 13,740 shares; 2024Q4: 13,740 shares; 2025Q1: 13,783 shares; 2025Q2: 13,740 shares; 2025Q3: 13,740 shares; 2025Q4: 13,740 shares 13,740 $542K <0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $542K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,032 shares 4,032 $538K <0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 3,097 shares; 2025Q1: 3,059 shares; 2025Q2: 2,931 shares; 2025Q3: 4,899 shares; 2025Q4: 2,620 shares 2,620 $538K <0.01% -2,279 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,613 shares; 2024Q4: 6,613 shares; 2025Q1: 6,613 shares; 2025Q2: 6,613 shares; 2025Q3: 6,550 shares; 2025Q4: 6,550 shares 6,550 $537K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,501 shares; 2024Q4: 17,001 shares; 2025Q1: 17,660 shares; 2025Q2: 17,059 shares; 2025Q3: 17,116 shares; 2025Q4: 18,820 shares 18,820 $536K <0.01% +1,704 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: 726 shares; 2024Q4: 712 shares; 2025Q1: 713 shares; 2025Q2: 662 shares; 2025Q3: 653 shares; 2025Q4: 655 shares 655 $530K <0.01% +2 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: 6,755 shares; 2024Q4: 6,755 shares; 2025Q1: 6,731 shares; 2025Q2: 6,731 shares; 2025Q3: 3,827 shares; 2025Q4: 3,827 shares 3,827 $524K <0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122,298 shares; 2025Q2: 146,794 shares; 2025Q3: 13,573 shares; 2025Q4: 11,948 shares 11,948 $517K <0.01% -1,625 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: 3,444 shares; 2024Q4: 2,385 shares; 2025Q1: 2,429 shares; 2025Q2: 2,108 shares; 2025Q3: 1,808 shares; 2025Q4: 1,902 shares 1,902 $516K <0.01% +94 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,875 shares; 2024Q4: 4,875 shares; 2025Q1: 4,875 shares; 2025Q2: 4,875 shares; 2025Q3: 4,875 shares; 2025Q4: 4,875 shares 4,875 $515K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,764 shares 4,764 $508K <0.01% new Timeline MGC 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: 2,125 shares; 2024Q4: 2,125 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 1,995 shares; 2025Q4: 1,995 shares 1,995 $501K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,838 shares; 2024Q4: 7,556 shares; 2025Q1: 7,511 shares; 2025Q2: 8,463 shares; 2025Q3: 7,511 shares; 2025Q4: 7,360 shares 7,360 $494K <0.01% -151 Timeline VOOG 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: 1,110 shares 1,110 $493K <0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,874 shares; 2024Q4: 2,874 shares; 2025Q1: 2,874 shares; 2025Q2: 3,884 shares; 2025Q3: 3,826 shares; 2025Q4: 3,840 shares 3,840 $490K <0.01% +14 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,629 shares; 2024Q4: 7,489 shares; 2025Q1: 7,751 shares; 2025Q2: 7,215 shares; 2025Q3: 6,761 shares; 2025Q4: 9,926 shares 9,926 $488K <0.01% +3,165 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,067 shares; 2024Q4: 8,999 shares; 2025Q1: 8,374 shares; 2025Q2: 8,174 shares; 2025Q3: 7,580 shares; 2025Q4: 7,607 shares 7,607 $485K <0.01% +27 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: 4,841 shares; 2024Q4: 4,742 shares; 2025Q1: 4,783 shares; 2025Q2: 4,635 shares; 2025Q3: 4,577 shares; 2025Q4: 4,594 shares 4,594 $484K <0.01% +17 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,766 shares; 2024Q4: 16,509 shares; 2025Q1: 16,509 shares; 2025Q2: 14,169 shares; 2025Q3: 14,090 shares; 2025Q4: 13,825 shares 13,825 $484K <0.01% -265 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: 2,439 shares; 2024Q4: not reported; 2025Q1: 2,374 shares; 2025Q2: 2,361 shares; 2025Q3: 1,675 shares; 2025Q4: 1,692 shares 1,692 $483K <0.01% +17 Timeline IJK 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: 4,976 shares; 2024Q4: 4,976 shares; 2025Q1: 4,976 shares; 2025Q2: 4,976 shares; 2025Q3: 4,976 shares; 2025Q4: 4,976 shares 4,976 $482K <0.01% 0 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: 4,773 shares; 2025Q2: 4,773 shares; 2025Q3: 4,773 shares; 2025Q4: 4,812 shares 4,812 $480K <0.01% +39 Timeline LQD 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: 3,448 shares; 2024Q4: 3,499 shares; 2025Q1: 2,777 shares; 2025Q2: 6,518 shares; 2025Q3: 4,419 shares; 2025Q4: 4,321 shares 4,321 $476K <0.01% -98 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,437 shares; 2025Q1: 1,390 shares; 2025Q2: 1,262 shares; 2025Q3: 1,046 shares; 2025Q4: 1,047 shares 1,047 $475K <0.01% +1 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: not reported; 2025Q3: 7,351 shares; 2025Q4: 7,351 shares 7,351 $474K <0.01% 0 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: 2,568 shares; 2024Q4: 2,524 shares; 2025Q1: 2,524 shares; 2025Q2: 2,524 shares; 2025Q3: 2,476 shares; 2025Q4: 2,476 shares 2,476 $466K <0.01% 0 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: 1,495 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,952 shares; 2025Q4: 2,145 shares 2,145 $459K <0.01% +193 Timeline EMXF 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: 6,876 shares; 2025Q2: 9,856 shares; 2025Q3: 9,856 shares; 2025Q4: 9,856 shares 9,856 $459K <0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,072 shares; 2024Q4: 9,935 shares; 2025Q1: 9,185 shares; 2025Q2: 9,185 shares; 2025Q3: 9,110 shares; 2025Q4: 9,130 shares 9,130 $457K <0.01% +20 Timeline DMXF 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: 6,054 shares; 2025Q3: 6,054 shares; 2025Q4: 6,054 shares 6,054 $455K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,281 shares; 2024Q4: 11,178 shares; 2025Q1: 10,182 shares; 2025Q2: 10,182 shares; 2025Q3: 10,182 shares; 2025Q4: 10,214 shares 10,214 $445K <0.01% +32 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,350 shares; 2024Q4: 6,050 shares; 2025Q1: 6,050 shares; 2025Q2: 6,050 shares; 2025Q3: 5,500 shares; 2025Q4: 8,750 shares 8,750 $443K <0.01% +3,250 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,147 shares; 2024Q4: 18,406 shares; 2025Q1: 19,404 shares; 2025Q2: 18,401 shares; 2025Q3: 18,294 shares; 2025Q4: 18,396 shares 18,396 $442K <0.01% +102 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: 2,660 shares; 2024Q4: 2,660 shares; 2025Q1: 2,642 shares; 2025Q2: 2,987 shares; 2025Q3: 2,987 shares; 2025Q4: 2,962 shares 2,962 $440K <0.01% -25 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: 1,709 shares; 2024Q4: 1,500 shares; 2025Q1: 1,782 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares 1,500 $432K <0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 1,058 shares; 2025Q1: 1,058 shares; 2025Q2: 1,058 shares; 2025Q3: 915 shares; 2025Q4: 966 shares 966 $430K <0.01% +51 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,087 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares 1,035 $427K <0.01% 0 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,226 shares; 2024Q4: 11,793 shares; 2025Q1: 11,576 shares; 2025Q2: 11,576 shares; 2025Q3: 10,009 shares; 2025Q4: 10,009 shares 10,009 $417K <0.01% 0 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: 10,067 shares; 2024Q4: 6,150 shares; 2025Q1: 6,358 shares; 2025Q2: 5,683 shares; 2025Q3: 5,651 shares; 2025Q4: 5,665 shares 5,665 $416K <0.01% +14 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: 12,694 shares; 2024Q4: 11,423 shares; 2025Q1: 11,399 shares; 2025Q2: 11,075 shares; 2025Q3: 10,499 shares; 2025Q4: 10,460 shares 10,460 $410K <0.01% -39 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: 5,023 shares; 2024Q4: 5,023 shares; 2025Q1: 5,023 shares; 2025Q2: 5,023 shares; 2025Q3: 5,023 shares; 2025Q4: 5,023 shares 5,023 $405K <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 2,498 shares; 2025Q1: 2,498 shares; 2025Q2: 2,634 shares; 2025Q3: 2,625 shares; 2025Q4: 2,609 shares 2,609 $405K <0.01% -16 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: 1,704 shares; 2024Q4: 1,663 shares; 2025Q1: 1,794 shares; 2025Q2: 1,433 shares; 2025Q3: 1,394 shares; 2025Q4: 1,396 shares 1,396 $401K <0.01% +2 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,449 shares; 2024Q4: 1,410 shares; 2025Q1: 1,370 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,527 shares 1,527 $401K <0.01% +417 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 3,597 shares; 2025Q1: 3,597 shares; 2025Q2: 3,597 shares; 2025Q3: 3,548 shares; 2025Q4: 3,556 shares 3,556 $399K <0.01% +8 Timeline PRF 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: 49,162 shares; 2024Q4: 43,204 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,391 shares 8,391 $394K <0.01% new 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: 3,290 shares; 2024Q4: 3,268 shares; 2025Q1: 3,115 shares; 2025Q2: 3,115 shares; 2025Q3: 1,107 shares; 2025Q4: 1,110 shares 1,110 $389K <0.01% +3 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,095 shares; 2025Q1: 889 shares; 2025Q2: 895 shares; 2025Q3: 876 shares; 2025Q4: 876 shares 876 $389K <0.01% 0 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,907 shares; 2024Q4: 9,557 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares 7,000 $387K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 554 shares; 2025Q4: 671 shares 671 $380K <0.01% +117 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: 281 shares; 2024Q4: 272 shares; 2025Q1: 274 shares; 2025Q2: 4,080 shares; 2025Q3: 3,990 shares; 2025Q4: 4,154 shares 4,154 $379K <0.01% +164 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,116 shares; 2024Q4: 4,308 shares; 2025Q1: 4,395 shares; 2025Q2: 4,308 shares; 2025Q3: 4,308 shares; 2025Q4: 8,205 shares 8,205 $377K <0.01% +3,897 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: 1,286 shares; 2024Q4: 1,286 shares; 2025Q1: 1,339 shares; 2025Q2: 1,339 shares; 2025Q3: 1,339 shares; 2025Q4: 1,339 shares 1,339 $374K <0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,172 shares; 2024Q4: 3,003 shares; 2025Q1: 3,133 shares; 2025Q2: 3,159 shares; 2025Q3: 3,172 shares; 2025Q4: 3,153 shares 3,153 $366K <0.01% -19 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,428 shares; 2025Q1: 1,440 shares; 2025Q2: 1,428 shares; 2025Q3: 1,220 shares; 2025Q4: 1,227 shares 1,227 $363K <0.01% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,313 shares; 2025Q3: 1,816 shares; 2025Q4: 2,244 shares 2,244 $361K <0.01% +428 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,247 shares; 2024Q4: 7,703 shares; 2025Q1: 7,953 shares; 2025Q2: 7,587 shares; 2025Q3: 6,745 shares; 2025Q4: 6,756 shares 6,756 $357K <0.01% +11 Timeline IHF 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: 7,365 shares; 2024Q4: 7,365 shares; 2025Q1: 7,365 shares; 2025Q2: 7,365 shares; 2025Q3: 7,365 shares; 2025Q4: 7,365 shares 7,365 $353K <0.01% 0 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: 1,366 shares; 2024Q4: 1,366 shares; 2025Q1: 1,680 shares; 2025Q2: 1,486 shares; 2025Q3: 1,493 shares; 2025Q4: 2,952 shares 2,952 $352K <0.01% +1,459 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 4,966 shares; 2025Q1: 4,918 shares; 2025Q2: 4,692 shares; 2025Q3: 4,454 shares; 2025Q4: 4,432 shares 4,432 $351K <0.01% -22 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: 2,635 shares; 2024Q4: 2,635 shares; 2025Q1: 2,635 shares; 2025Q2: 2,635 shares; 2025Q3: 2,635 shares; 2025Q4: 2,635 shares 2,635 $347K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 3,491 shares; 2025Q1: 3,417 shares; 2025Q2: 3,629 shares; 2025Q3: 2,374 shares; 2025Q4: 2,506 shares 2,506 $346K <0.01% +132 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: not reported; 2025Q2: 2,126 shares; 2025Q3: 1,964 shares; 2025Q4: 2,528 shares 2,528 $342K <0.01% +564 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,803 shares; 2024Q4: 7,601 shares; 2025Q1: 7,740 shares; 2025Q2: 7,601 shares; 2025Q3: 6,607 shares; 2025Q4: 7,334 shares 7,334 $341K <0.01% +727 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: 8,304 shares; 2024Q4: 4,669 shares; 2025Q1: 4,669 shares; 2025Q2: 4,669 shares; 2025Q3: 4,575 shares; 2025Q4: 5,425 shares 5,425 $339K <0.01% +850 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 463 shares; 2025Q3: not reported; 2025Q4: 740 shares 740 $335K <0.01% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,577 shares; 2024Q4: 3,709 shares; 2025Q1: 3,735 shares; 2025Q2: 3,607 shares; 2025Q3: 3,335 shares; 2025Q4: 3,340 shares 3,340 $332K <0.01% +5 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: 2,647 shares; 2024Q4: 2,659 shares; 2025Q1: 2,675 shares; 2025Q2: 2,670 shares; 2025Q3: 843 shares; 2025Q4: 844 shares 844 $328K <0.01% +1 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: 3,140 shares; 2024Q4: 2,040 shares; 2025Q1: 1,973 shares; 2025Q2: 1,472 shares; 2025Q3: 1,872 shares; 2025Q4: 1,503 shares 1,503 $326K <0.01% -369 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 1,176 shares; 2025Q4: 1,181 shares 1,181 $325K <0.01% +5 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: 6,059 shares; 2024Q4: 4,478 shares; 2025Q1: 4,128 shares; 2025Q2: 4,128 shares; 2025Q3: 3,999 shares; 2025Q4: 4,029 shares 4,029 $320K <0.01% +30 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 3,845 shares; 2025Q1: 3,845 shares; 2025Q2: 3,845 shares; 2025Q3: 3,727 shares; 2025Q4: 7,454 shares 7,454 $318K <0.01% +3,727 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 3,115 shares; 2025Q1: 3,115 shares; 2025Q2: 3,115 shares; 2025Q3: 3,115 shares; 2025Q4: 3,115 shares 3,115 $316K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,703 shares 8,703 $316K <0.01% new Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,311 shares; 2024Q4: 37,311 shares; 2025Q1: 37,311 shares; 2025Q2: 26,773 shares; 2025Q3: 26,748 shares; 2025Q4: 26,748 shares 26,748 $315K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,803 shares; 2024Q4: 3,766 shares; 2025Q1: 3,667 shares; 2025Q2: 3,288 shares; 2025Q3: 2,986 shares; 2025Q4: 3,070 shares 3,070 $310K <0.01% +84 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 2,904 shares; 2025Q1: 2,904 shares; 2025Q2: 2,741 shares; 2025Q3: 2,231 shares; 2025Q4: 2,246 shares 2,246 $307K <0.01% +15 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,906 shares; 2024Q4: 7,906 shares; 2025Q1: 7,906 shares; 2025Q2: 7,906 shares; 2025Q3: 7,906 shares; 2025Q4: 7,906 shares 7,906 $304K <0.01% 0 Timeline EFG 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: 3,797 shares; 2024Q4: 2,397 shares; 2025Q1: 2,397 shares; 2025Q2: 2,397 shares; 2025Q3: 2,489 shares; 2025Q4: 2,667 shares 2,667 $304K <0.01% +178 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: 1,370 shares; 2025Q3: 944 shares; 2025Q4: 952 shares 952 $298K <0.01% +8 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 912 shares; 2025Q1: 892 shares; 2025Q2: 896 shares; 2025Q3: 892 shares; 2025Q4: 892 shares 892 $296K <0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,497 shares; 2025Q4: 3,617 shares 3,617 $294K <0.01% +120 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: 3,845 shares; 2024Q4: 3,845 shares; 2025Q1: 3,845 shares; 2025Q2: 4,419 shares; 2025Q3: 1,669 shares; 2025Q4: 1,785 shares 1,785 $289K <0.01% +116 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $288K <0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,076 shares; 2024Q4: 3,757 shares; 2025Q1: 3,157 shares; 2025Q2: 3,251 shares; 2025Q3: 3,219 shares; 2025Q4: 3,421 shares 3,421 $287K <0.01% +202 Timeline DFAC 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: 7,239 shares; 2024Q4: 7,239 shares; 2025Q1: 7,239 shares; 2025Q2: 7,239 shares; 2025Q3: 7,239 shares; 2025Q4: 7,239 shares 7,239 $287K <0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,481 shares; 2025Q4: 3,267 shares 3,267 $286K <0.01% +786 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR 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: 5,038 shares; 2025Q3: 3,771 shares; 2025Q4: 3,771 shares 3,771 $277K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79 shares; 2025Q4: 79 shares 79 $268K <0.01% 0 Timeline RPG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,695 shares 5,695 $266K <0.01% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,326 shares; 2024Q4: 4,191 shares; 2025Q1: 4,191 shares; 2025Q2: 4,326 shares; 2025Q3: 4,171 shares; 2025Q4: 4,181 shares 4,181 $264K <0.01% +10 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,011 shares; 2025Q2: 7,071 shares; 2025Q3: 7,010 shares; 2025Q4: 7,010 shares 7,010 $262K <0.01% 0 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: 1,840 shares; 2024Q4: 1,126 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 908 shares 908 $262K <0.01% new 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: 11,244 shares; 2024Q4: 11,238 shares; 2025Q1: 11,254 shares; 2025Q2: 11,075 shares; 2025Q3: 3,414 shares; 2025Q4: 1,231 shares 1,231 $256K <0.01% -2,183 Timeline BWZ 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: 7,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,300 shares; 2025Q3: 9,300 shares; 2025Q4: 9,300 shares 9,300 $255K <0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,028 shares; 2024Q4: 1,856 shares; 2025Q1: 1,856 shares; 2025Q2: 1,856 shares; 2025Q3: 1,711 shares; 2025Q4: 1,711 shares 1,711 $255K <0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 2,417 shares; 2025Q1: 2,393 shares; 2025Q2: 2,249 shares; 2025Q3: 2,249 shares; 2025Q4: 2,401 shares 2,401 $252K <0.01% +152 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: 2,195 shares; 2024Q4: 1,819 shares; 2025Q1: 1,819 shares; 2025Q2: 1,536 shares; 2025Q3: 1,527 shares; 2025Q4: 1,537 shares 1,537 $250K <0.01% +10 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,609 shares; 2024Q4: 25,842 shares; 2025Q1: 25,098 shares; 2025Q2: 25,098 shares; 2025Q3: 24,454 shares; 2025Q4: 24,454 shares 24,454 $247K <0.01% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,476 shares 3,476 $242K <0.01% new 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: 18,353 shares; 2024Q4: 18,289 shares; 2025Q1: 17,771 shares; 2025Q2: 17,721 shares; 2025Q3: 2,903 shares; 2025Q4: 2,717 shares 2,717 $240K <0.01% -186 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 904 shares; 2025Q1: 864 shares; 2025Q2: 802 shares; 2025Q3: 710 shares; 2025Q4: 710 shares 710 $239K <0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 319 shares; 2025Q1: 344 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 309 shares 309 $239K <0.01% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,131 shares; 2025Q3: 1,131 shares; 2025Q4: 1,131 shares 1,131 $237K <0.01% 0 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: 9,094 shares; 2024Q4: 5,599 shares; 2025Q1: 5,598 shares; 2025Q2: 5,598 shares; 2025Q3: 2,198 shares; 2025Q4: 2,345 shares 2,345 $234K <0.01% +147 Timeline IWY 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: 861 shares; 2025Q4: 842 shares 842 $233K <0.01% -19 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: 545 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 394 shares; 2025Q3: 338 shares; 2025Q4: 341 shares 341 $231K <0.01% +3 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,031 shares; 2025Q1: 1,156 shares; 2025Q2: 1,146 shares; 2025Q3: 1,133 shares; 2025Q4: 1,128 shares 1,128 $229K <0.01% -5 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: 1,901 shares; 2024Q4: 1,747 shares; 2025Q1: 2,086 shares; 2025Q2: 2,066 shares; 2025Q3: 2,029 shares; 2025Q4: 2,016 shares 2,016 $228K <0.01% -13 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 464 shares; 2025Q4: 464 shares 464 $223K <0.01% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 700 shares; 2025Q4: 700 shares 700 $223K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,037 shares; 2025Q2: 961 shares; 2025Q3: not reported; 2025Q4: 1,199 shares 1,199 $222K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,309 shares; 2025Q3: 5,918 shares; 2025Q4: 6,123 shares 6,123 $222K <0.01% +205 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,616 shares; 2024Q4: 2,366 shares; 2025Q1: 2,366 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $220K <0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,209 shares; 2024Q4: 10,516 shares; 2025Q1: 10,516 shares; 2025Q2: 10,516 shares; 2025Q3: 10,444 shares; 2025Q4: 10,564 shares 10,564 $218K <0.01% +120 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,159 shares; 2025Q4: 1,171 shares 1,171 $217K <0.01% +12 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: 2,556 shares; 2024Q4: 2,350 shares; 2025Q1: 2,373 shares; 2025Q2: 2,100 shares; 2025Q3: not reported; 2025Q4: 1,696 shares 1,696 $217K <0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,173 shares; 2025Q1: 1,185 shares; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 1,175 shares 1,175 $216K <0.01% +2 Timeline PFM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,170 shares; 2025Q3: 4,170 shares; 2025Q4: 4,170 shares 4,170 $215K <0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 2,211 shares 2,211 $215K <0.01% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,830 shares; 2024Q4: 5,676 shares; 2025Q1: 5,676 shares; 2025Q2: 5,676 shares; 2025Q3: 5,616 shares; 2025Q4: 5,616 shares 5,616 $213K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,993 shares; 2025Q2: 2,413 shares; 2025Q3: not reported; 2025Q4: 2,212 shares 2,212 $211K <0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,592 shares; 2024Q4: not reported; 2025Q1: 2,676 shares; 2025Q2: 2,630 shares; 2025Q3: not reported; 2025Q4: 2,519 shares 2,519 $209K <0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: not reported; 2025Q1: 1,365 shares; 2025Q2: 1,365 shares; 2025Q3: 1,353 shares; 2025Q4: 1,360 shares 1,360 $206K <0.01% +7 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,310 shares; 2024Q4: 17,310 shares; 2025Q1: 16,133 shares; 2025Q2: 16,133 shares; 2025Q3: 16,133 shares; 2025Q4: 16,133 shares 16,133 $204K <0.01% 0 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: 415 shares; 2025Q3: 432 shares; 2025Q4: 429 shares 429 $201K <0.01% -3 Timeline XNQPX NUVEEN PA INVT QUALITY MUN F More: the full row for NUVEEN PA INVT QUALITY MUN F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,765 shares; 2024Q4: 18,765 shares; 2025Q1: 14,765 shares; 2025Q2: 14,765 shares; 2025Q3: 14,765 shares; 2025Q4: 14,765 shares 14,765 $176K <0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,455 shares; 2025Q3: 576 shares; 2025Q4: 672 shares 672 $121K <0.01% +96 Timeline