IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,232 shares; 2024Q4: 124,362 shares; 2025Q1: 124,158 shares; 2025Q2: 124,660 shares; 2025Q3: 123,825 shares 123,825 $82.9M 12.59% -835 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 458,873 shares; 2024Q4: 461,030 shares; 2025Q1: 478,633 shares; 2025Q2: 478,495 shares; 2025Q3: 484,052 shares 484,052 $40.7M 6.18% +5,557 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543,435 shares; 2024Q4: 542,261 shares; 2025Q1: 542,354 shares; 2025Q2: 519,773 shares; 2025Q3: 522,131 shares 522,131 $34.1M 5.18% +2,358 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 558,994 shares; 2024Q4: 563,266 shares; 2025Q1: 567,051 shares; 2025Q2: 610,640 shares; 2025Q3: 595,931 shares 595,931 $32.3M 4.9% -14,709 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,019 shares; 2024Q4: 280,031 shares; 2025Q1: 282,481 shares; 2025Q2: 274,540 shares; 2025Q3: 269,519 shares 269,519 $32M 4.86% -5,021 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,543 shares; 2024Q4: 42,284 shares; 2025Q1: 42,107 shares; 2025Q2: 46,968 shares; 2025Q3: 46,927 shares 46,927 $28.2M 4.28% -41 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,254 shares; 2024Q4: 94,198 shares; 2025Q1: 96,029 shares; 2025Q2: 103,902 shares; 2025Q3: 105,496 shares 105,496 $26.1M 3.96% +1,594 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,214 shares; 2024Q4: 381,904 shares; 2025Q1: 402,243 shares; 2025Q2: 396,163 shares; 2025Q3: 389,765 shares 389,765 $23.4M 3.55% -6,398 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,920 shares; 2024Q4: 133,702 shares; 2025Q1: 128,200 shares; 2025Q2: 143,128 shares; 2025Q3: 139,805 shares 139,805 $23M 3.49% -3,323 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,971 shares; 2024Q4: 200,683 shares; 2025Q1: 212,262 shares; 2025Q2: 215,744 shares; 2025Q3: 213,454 shares 213,454 $21.4M 3.25% -2,290 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450,062 shares 450,062 $20.8M 3.15% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,584 shares; 2024Q4: 23,977 shares; 2025Q1: 24,051 shares; 2025Q2: 25,088 shares; 2025Q3: 25,247 shares 25,247 $12.7M 1.93% +159 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,524 shares; 2024Q4: 284,861 shares; 2025Q1: 296,185 shares; 2025Q2: 290,865 shares; 2025Q3: 293,680 shares 293,680 $12.4M 1.88% +2,815 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,474 shares; 2024Q4: 54,018 shares; 2025Q1: 78,000 shares; 2025Q2: 102,854 shares; 2025Q3: 101,997 shares 101,997 $12.2M 1.86% -857 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,867 shares; 2024Q4: 419,700 shares; 2025Q1: 392,898 shares; 2025Q2: 380,847 shares; 2025Q3: 233,661 shares 233,661 $11.9M 1.8% -147,186 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,548 shares; 2024Q4: 103,037 shares; 2025Q1: 112,745 shares; 2025Q2: 111,640 shares; 2025Q3: 112,770 shares 112,770 $10.9M 1.65% +1,130 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,690 shares; 2024Q4: 1,079,201 shares; 2025Q1: 1,041,820 shares; 2025Q2: 1,014,366 shares; 2025Q3: 352,345 shares 352,345 $9.62M 1.46% -662,021 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253,036 shares 253,036 $9.49M 1.44% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,382 shares; 2024Q4: 34,780 shares; 2025Q1: 34,672 shares; 2025Q2: 34,527 shares; 2025Q3: 35,158 shares 35,158 $8.95M 1.36% +631 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,347 shares; 2024Q4: 13,380 shares; 2025Q1: 13,333 shares; 2025Q2: 13,965 shares; 2025Q3: 14,181 shares 14,181 $8.68M 1.32% +216 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,743 shares; 2024Q4: 14,756 shares; 2025Q1: 17,859 shares; 2025Q2: 25,474 shares; 2025Q3: 25,835 shares 25,835 $8.43M 1.28% +361 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 328,296 shares 328,296 $7.98M 1.21% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,597 shares; 2024Q4: 22,029 shares; 2025Q1: 21,777 shares; 2025Q2: 21,808 shares; 2025Q3: 21,784 shares 21,784 $6.87M 1.04% -24 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,704 shares; 2024Q4: 12,478 shares; 2025Q1: 12,584 shares; 2025Q2: 12,688 shares; 2025Q3: 12,673 shares 12,673 $6.56M 1% -15 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,342 shares; 2024Q4: 42,867 shares; 2025Q1: 42,946 shares; 2025Q2: 45,206 shares; 2025Q3: 44,084 shares 44,084 $6.42M 0.98% -1,122 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,781 shares; 2024Q4: 117,487 shares; 2025Q1: 125,905 shares; 2025Q2: 130,429 shares; 2025Q3: 132,978 shares 132,978 $5.76M 0.87% +2,549 Timeline SPGP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,326 shares; 2024Q4: 30,744 shares; 2025Q1: 36,596 shares; 2025Q2: 43,704 shares; 2025Q3: 43,500 shares 43,500 $4.94M 0.75% -204 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,515 shares; 2024Q4: 23,476 shares; 2025Q1: 26,869 shares; 2025Q2: 28,027 shares; 2025Q3: 26,232 shares 26,232 $4.89M 0.74% -1,795 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,957 shares; 2024Q4: 301,539 shares; 2025Q1: 297,602 shares; 2025Q2: 276,958 shares; 2025Q3: 80,965 shares 80,965 $4.65M 0.71% -195,993 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,521 shares; 2024Q4: 9,311 shares; 2025Q1: 8,213 shares; 2025Q2: 8,219 shares; 2025Q3: 8,411 shares 8,411 $4.01M 0.61% +192 Timeline DEW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,315 shares; 2024Q4: 67,126 shares; 2025Q1: 67,692 shares; 2025Q2: 67,570 shares; 2025Q3: 66,408 shares 66,408 $3.99M 0.61% -1,162 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,011 shares; 2024Q4: 19,840 shares; 2025Q1: 20,223 shares; 2025Q2: 22,762 shares; 2025Q3: 22,488 shares 22,488 $3.84M 0.58% -274 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,458 shares; 2025Q1: 11,599 shares; 2025Q2: 11,635 shares; 2025Q3: 11,682 shares 11,682 $3.3M 0.5% +47 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,435 shares; 2024Q4: 179,435 shares; 2025Q1: 179,435 shares; 2025Q2: 179,435 shares; 2025Q3: 179,435 shares 179,435 $2.82M 0.43% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,547 shares; 2024Q4: 19,574 shares; 2025Q1: 17,473 shares; 2025Q2: 17,772 shares; 2025Q3: 17,915 shares 17,915 $2.78M 0.42% +143 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,866 shares; 2024Q4: 85,384 shares; 2025Q1: 97,295 shares; 2025Q2: 97,061 shares; 2025Q3: 25,761 shares 25,761 $2.74M 0.42% -71,300 Timeline PKW 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,474 shares; 2024Q4: 2,477 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,356 shares 20,356 $2.7M 0.41% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,599 shares; 2024Q4: 16,894 shares; 2025Q1: 17,561 shares; 2025Q2: 17,517 shares; 2025Q3: 17,098 shares 17,098 $2.63M 0.4% -419 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,457 shares; 2024Q4: 26,511 shares; 2025Q1: 23,506 shares; 2025Q2: 23,514 shares; 2025Q3: 23,275 shares 23,275 $2.62M 0.4% -239 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,104 shares; 2024Q4: 6,123 shares; 2025Q1: 5,678 shares; 2025Q2: 5,705 shares; 2025Q3: 5,635 shares 5,635 $2.61M 0.4% -70 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,417 shares; 2024Q4: 13,389 shares; 2025Q1: 13,706 shares; 2025Q2: 13,537 shares; 2025Q3: 13,271 shares 13,271 $2.46M 0.37% -266 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,523 shares; 2024Q4: 25,002 shares; 2025Q1: 30,727 shares; 2025Q2: 29,653 shares; 2025Q3: 29,200 shares 29,200 $2.45M 0.37% -453 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,144 shares; 2024Q4: 30,127 shares; 2025Q1: 31,753 shares; 2025Q2: 29,615 shares; 2025Q3: 29,363 shares 29,363 $2.44M 0.37% -252 Timeline CZFS CITIZENS FINL SVCS INC More: the full row for CITIZENS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,116 shares; 2024Q4: 40,542 shares; 2025Q1: 40,626 shares; 2025Q2: 41,118 shares; 2025Q3: 40,273 shares 40,273 $2.43M 0.37% -845 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,402 shares; 2024Q4: 10,381 shares; 2025Q1: 10,670 shares; 2025Q2: 11,141 shares; 2025Q3: 11,681 shares 11,681 $2.31M 0.35% +540 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 3,046 shares; 2025Q1: 3,134 shares; 2025Q2: 2,785 shares; 2025Q3: 3,006 shares 3,006 $2.29M 0.35% +221 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 185,059 shares 185,059 $2.29M 0.35% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,367 shares; 2024Q4: 7,367 shares; 2025Q1: 8,611 shares; 2025Q2: 8,925 shares; 2025Q3: 9,432 shares 9,432 $2.07M 0.31% +507 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,672 shares; 2024Q4: 17,684 shares; 2025Q1: 25,599 shares; 2025Q2: 23,071 shares; 2025Q3: 23,110 shares 23,110 $2.02M 0.31% +39 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,291 shares; 2024Q4: 29,077 shares; 2025Q1: 26,719 shares; 2025Q2: 26,943 shares; 2025Q3: 26,327 shares 26,327 $1.8M 0.27% -616 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,912 shares; 2024Q4: 26,907 shares; 2025Q1: 26,546 shares; 2025Q2: 26,714 shares; 2025Q3: 26,820 shares 26,820 $1.78M 0.27% +106 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,788 shares; 2024Q4: 4,102 shares; 2025Q1: 7,887 shares; 2025Q2: 7,597 shares; 2025Q3: 7,138 shares 7,138 $1.74M 0.26% -459 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,016 shares; 2024Q4: 38,754 shares; 2025Q1: 39,604 shares; 2025Q2: 39,842 shares; 2025Q3: 38,255 shares 38,255 $1.68M 0.26% -1,587 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,433 shares; 2024Q4: 6,417 shares; 2025Q1: 5,778 shares; 2025Q2: 5,822 shares; 2025Q3: 5,861 shares 5,861 $1.65M 0.25% +39 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,372 shares; 2024Q4: 66,914 shares; 2025Q1: 63,033 shares; 2025Q2: 63,295 shares; 2025Q3: 58,563 shares 58,563 $1.55M 0.24% -4,732 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,229 shares; 2025Q1: 4,718 shares; 2025Q2: 4,744 shares; 2025Q3: 4,765 shares 4,765 $1.45M 0.22% +21 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,133 shares; 2024Q4: 4,083 shares; 2025Q1: 4,020 shares; 2025Q2: 4,304 shares; 2025Q3: 4,145 shares 4,145 $1.36M 0.21% -159 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,225 shares; 2024Q4: 10,330 shares; 2025Q1: 11,192 shares; 2025Q2: 9,367 shares; 2025Q3: 9,211 shares 9,211 $1.28M 0.19% -156 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,039 shares; 2024Q4: 12,684 shares; 2025Q1: 12,772 shares; 2025Q2: 12,682 shares; 2025Q3: 12,301 shares 12,301 $1.27M 0.19% -381 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,249 shares; 2025Q2: 26,792 shares; 2025Q3: 26,898 shares 26,898 $1.23M 0.19% +106 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,774 shares; 2024Q4: 4,776 shares; 2025Q1: 4,806 shares; 2025Q2: 4,816 shares; 2025Q3: 4,950 shares 4,950 $1.2M 0.18% +134 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,745 shares; 2024Q4: 3,797 shares; 2025Q1: 4,566 shares; 2025Q2: 15,003 shares; 2025Q3: 16,251 shares 16,251 $1.19M 0.18% +1,248 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,145 shares; 2025Q1: 1,329 shares; 2025Q2: 1,568 shares; 2025Q3: 1,612 shares 1,612 $1.18M 0.18% +44 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 2,693 shares; 2025Q1: 1,393 shares; 2025Q2: 1,358 shares; 2025Q3: 1,419 shares 1,419 $1.13M 0.17% +61 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,263 shares; 2024Q4: 3,103 shares; 2025Q1: 3,101 shares; 2025Q2: 3,101 shares; 2025Q3: 3,099 shares 3,099 $1.1M 0.17% -2 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,627 shares; 2024Q4: 15,877 shares; 2025Q1: 16,618 shares; 2025Q2: 12,681 shares; 2025Q3: 13,140 shares 13,140 $1.03M 0.16% +459 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,548 shares; 2024Q4: 7,494 shares; 2025Q1: 7,222 shares; 2025Q2: 7,009 shares; 2025Q3: 7,079 shares 7,079 $994K 0.15% +70 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,734 shares; 2024Q4: 81,940 shares; 2025Q1: 81,994 shares; 2025Q2: 82,042 shares; 2025Q3: 82,076 shares 82,076 $993K 0.15% +34 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,352 shares; 2024Q4: 9,352 shares; 2025Q1: 8,552 shares; 2025Q2: 8,089 shares; 2025Q3: 19,789 shares 19,789 $991K 0.15% +11,700 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,453 shares; 2024Q4: 15,476 shares; 2025Q1: 3,439 shares; 2025Q2: 3,446 shares; 2025Q3: 5,190 shares 5,190 $968K 0.15% +1,744 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,249 shares; 2024Q4: 42,034 shares; 2025Q1: 38,682 shares; 2025Q2: 38,293 shares; 2025Q3: 37,875 shares 37,875 $965K 0.15% -418 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,835 shares; 2024Q4: 7,337 shares; 2025Q1: 7,530 shares; 2025Q2: 6,750 shares; 2025Q3: 6,802 shares 6,802 $937K 0.14% +52 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,258 shares; 2024Q4: 2,262 shares; 2025Q1: 2,280 shares; 2025Q2: 2,252 shares; 2025Q3: 2,241 shares 2,241 $908K 0.14% -11 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,753 shares; 2024Q4: 1,756 shares; 2025Q1: 1,765 shares; 2025Q2: 1,824 shares; 2025Q3: 1,814 shares 1,814 $906K 0.14% -10 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,269 shares; 2024Q4: 5,274 shares; 2025Q1: 5,278 shares; 2025Q2: 5,346 shares; 2025Q3: 5,350 shares 5,350 $895K 0.14% +4 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,217 shares; 2025Q3: 9,830 shares 9,830 $888K 0.13% +613 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,592 shares; 2024Q4: 34,809 shares; 2025Q1: 34,838 shares; 2025Q2: 34,636 shares; 2025Q3: 34,360 shares 34,360 $883K 0.13% -276 Timeline CZNC CITIZENS & NORTHN CORP More: the full row for CITIZENS & NORTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,523 shares; 2024Q4: 46,235 shares; 2025Q1: 45,523 shares; 2025Q2: 46,110 shares; 2025Q3: 44,376 shares 44,376 $879K 0.13% -1,734 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,263 shares; 2024Q4: 33,072 shares; 2025Q1: 31,764 shares; 2025Q2: 31,917 shares; 2025Q3: 30,482 shares 30,482 $861K 0.13% -1,435 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 2,855 shares; 2025Q1: 2,905 shares; 2025Q2: 2,860 shares; 2025Q3: 2,860 shares 2,860 $861K 0.13% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,169 shares; 2024Q4: 23,474 shares; 2025Q1: 23,291 shares; 2025Q2: 23,103 shares; 2025Q3: 22,729 shares 22,729 $845K 0.13% -374 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 3,456 shares; 2025Q1: 5,378 shares; 2025Q2: 6,359 shares; 2025Q3: 5,523 shares 5,523 $833K 0.13% -836 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,380 shares; 2024Q4: 7,383 shares; 2025Q1: 7,586 shares; 2025Q2: 10,146 shares; 2025Q3: 10,153 shares 10,153 $833K 0.13% +7 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,157 shares; 2024Q4: 9,084 shares; 2025Q1: 9,010 shares; 2025Q2: 8,823 shares; 2025Q3: 8,823 shares 8,823 $807K 0.12% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,803 shares; 2024Q4: 18,803 shares; 2025Q1: 18,803 shares; 2025Q2: 18,838 shares; 2025Q3: 18,838 shares 18,838 $798K 0.12% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 2,818 shares; 2025Q1: 2,827 shares; 2025Q2: 2,829 shares; 2025Q3: 2,830 shares 2,830 $796K 0.12% +1 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,673 shares; 2024Q4: 10,676 shares; 2025Q1: 10,625 shares; 2025Q2: 10,682 shares; 2025Q3: 10,261 shares 10,261 $775K 0.12% -421 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,203 shares; 2025Q2: 6,919 shares; 2025Q3: 5,318 shares 5,318 $774K 0.12% -1,601 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,045 shares; 2025Q1: 1,030 shares; 2025Q2: 1,031 shares; 2025Q3: 1,018 shares 1,018 $760K 0.12% -13 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 3,610 shares; 2025Q1: 3,614 shares; 2025Q2: 3,616 shares; 2025Q3: 3,613 shares 3,613 $756K 0.11% -3 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,203 shares; 2025Q1: 2,481 shares; 2025Q2: 2,117 shares; 2025Q3: 2,226 shares 2,226 $734K 0.11% +109 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,359 shares; 2024Q4: 2,568 shares; 2025Q1: 2,763 shares; 2025Q2: 2,811 shares; 2025Q3: 3,533 shares 3,533 $719K 0.11% +722 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,763 shares; 2024Q4: 8,771 shares; 2025Q1: 8,772 shares; 2025Q2: 8,773 shares; 2025Q3: 8,556 shares 8,556 $717K 0.11% -217 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,968 shares; 2024Q4: 7,945 shares; 2025Q1: 7,953 shares; 2025Q2: 7,961 shares; 2025Q3: 7,639 shares 7,639 $712K 0.11% -322 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,257 shares; 2024Q4: 4,270 shares; 2025Q1: 4,189 shares; 2025Q2: 4,134 shares; 2025Q3: 4,364 shares 4,364 $694K 0.11% +230 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 945 shares; 2024Q4: 942 shares; 2025Q1: 1,310 shares; 2025Q2: 1,420 shares; 2025Q3: 1,495 shares 1,495 $665K 0.1% +75 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 915 shares; 2025Q1: 917 shares; 2025Q2: 984 shares; 2025Q3: 986 shares 986 $657K 0.1% +2 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,419 shares; 2024Q4: 13,447 shares; 2025Q1: 13,523 shares; 2025Q2: 13,644 shares; 2025Q3: 12,333 shares 12,333 $636K 0.1% -1,311 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,876 shares; 2024Q4: 1,878 shares; 2025Q1: 1,845 shares; 2025Q2: 1,860 shares; 2025Q3: 1,861 shares 1,861 $635K 0.1% +1 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,596 shares; 2024Q4: 3,596 shares; 2025Q1: 3,813 shares; 2025Q2: 4,081 shares; 2025Q3: 4,309 shares 4,309 $614K 0.09% +228 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,721 shares; 2025Q1: 1,721 shares; 2025Q2: 1,691 shares; 2025Q3: 1,691 shares 1,691 $603K 0.09% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,265 shares; 2024Q4: 4,285 shares; 2025Q1: 4,294 shares; 2025Q2: 4,279 shares; 2025Q3: 4,288 shares 4,288 $591K 0.09% +9 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,180 shares; 2024Q4: 4,935 shares; 2025Q1: 4,944 shares; 2025Q2: 4,976 shares; 2025Q3: 4,762 shares 4,762 $589K 0.09% -214 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,406 shares; 2024Q4: 4,133 shares; 2025Q1: 3,954 shares; 2025Q2: 4,141 shares; 2025Q3: 2,867 shares 2,867 $587K 0.09% -1,274 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,729 shares; 2025Q3: 18,649 shares 18,649 $583K 0.09% -1,080 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 2,772 shares; 2025Q1: 2,943 shares; 2025Q2: 3,037 shares; 2025Q3: 3,047 shares 3,047 $570K 0.09% +10 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,398 shares; 2025Q1: 6,672 shares; 2025Q2: 7,191 shares; 2025Q3: 6,726 shares 6,726 $565K 0.09% -465 Timeline NEAR 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,543 shares; 2025Q1: 10,624 shares; 2025Q2: 10,512 shares; 2025Q3: 10,137 shares 10,137 $520K 0.08% -375 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 2,328 shares; 2025Q1: 2,348 shares; 2025Q2: 2,349 shares; 2025Q3: 2,350 shares 2,350 $519K 0.08% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,907 shares; 2024Q4: 4,910 shares; 2025Q1: 4,913 shares; 2025Q2: 4,917 shares; 2025Q3: 4,513 shares 4,513 $517K 0.08% -404 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 2,234 shares; 2025Q1: 2,236 shares; 2025Q2: 2,224 shares; 2025Q3: 2,228 shares 2,228 $516K 0.08% +4 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 876 shares; 2025Q1: 884 shares; 2025Q2: 905 shares; 2025Q3: 906 shares 906 $515K 0.08% +1 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares 10,000 $509K 0.08% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,908 shares; 2025Q1: 4,017 shares; 2025Q2: 4,367 shares; 2025Q3: 4,452 shares 4,452 $496K 0.08% +85 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 569 shares; 2025Q1: 571 shares; 2025Q2: 572 shares; 2025Q3: 513 shares 513 $490K 0.07% -59 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,889 shares; 2025Q1: 3,007 shares; 2025Q2: 3,394 shares; 2025Q3: 3,637 shares 3,637 $487K 0.07% +243 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 255 shares; 2025Q1: 333 shares; 2025Q2: 358 shares; 2025Q3: 395 shares 395 $474K 0.07% +37 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,034 shares; 2024Q4: 5,038 shares; 2025Q1: 5,595 shares; 2025Q2: 5,844 shares; 2025Q3: 5,510 shares 5,510 $460K 0.07% -334 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 2,778 shares; 2025Q1: 2,785 shares; 2025Q2: 2,818 shares; 2025Q3: 2,822 shares 2,822 $458K 0.07% +4 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,587 shares; 2024Q4: 2,291 shares; 2025Q1: 2,146 shares; 2025Q2: 2,151 shares; 2025Q3: 2,156 shares 2,156 $454K 0.07% +5 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 482 shares; 2025Q3: 486 shares 486 $447K 0.07% +4 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,626 shares; 2024Q4: 16,890 shares; 2025Q1: 16,902 shares; 2025Q2: 16,914 shares; 2025Q3: 16,926 shares 16,926 $446K 0.07% +12 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,474 shares; 2024Q4: 2,479 shares; 2025Q1: 2,483 shares; 2025Q2: 2,488 shares; 2025Q3: 2,492 shares 2,492 $444K 0.07% +4 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,860 shares; 2024Q4: 11,860 shares; 2025Q1: 11,860 shares; 2025Q2: 11,860 shares; 2025Q3: 11,860 shares 11,860 $442K 0.07% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,597 shares; 2025Q1: 1,613 shares; 2025Q2: 1,613 shares; 2025Q3: 1,613 shares 1,613 $440K 0.07% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,785 shares; 2025Q1: 1,793 shares; 2025Q2: 1,799 shares; 2025Q3: 1,799 shares 1,799 $425K 0.06% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,109 shares; 2024Q4: 2,111 shares; 2025Q1: 2,112 shares; 2025Q2: 2,113 shares; 2025Q3: 2,115 shares 2,115 $425K 0.06% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 686 shares; 2025Q3: 686 shares 686 $422K 0.06% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 2,785 shares; 2025Q1: 2,793 shares; 2025Q2: 2,803 shares; 2025Q3: 3,629 shares 3,629 $416K 0.06% +826 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 2,253 shares; 2025Q1: 2,254 shares; 2025Q2: 2,254 shares; 2025Q3: 2,254 shares 2,254 $414K 0.06% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,498 shares; 2024Q4: 12,605 shares; 2025Q1: 12,605 shares; 2025Q2: 12,626 shares; 2025Q3: 12,275 shares 12,275 $412K 0.06% -351 Timeline GDMA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,690 shares; 2024Q4: 10,644 shares; 2025Q1: 10,648 shares; 2025Q2: 10,648 shares; 2025Q3: 10,648 shares 10,648 $410K 0.06% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 686 shares; 2025Q1: 796 shares; 2025Q2: 890 shares; 2025Q3: 967 shares 967 $409K 0.06% +77 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 12,503 shares; 2025Q1: 12,505 shares; 2025Q2: 12,508 shares; 2025Q3: 12,510 shares 12,510 $399K 0.06% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,916 shares; 2024Q4: 3,879 shares; 2025Q1: 3,889 shares; 2025Q2: 3,863 shares; 2025Q3: 3,835 shares 3,835 $398K 0.06% -28 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,736 shares; 2024Q4: 4,228 shares; 2025Q1: 4,090 shares; 2025Q2: 3,884 shares; 2025Q3: 3,917 shares 3,917 $394K 0.06% +33 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 1,581 shares; 2025Q1: 1,581 shares; 2025Q2: 1,581 shares; 2025Q3: 1,581 shares 1,581 $390K 0.06% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,524 shares; 2024Q4: 3,524 shares; 2025Q1: 3,524 shares; 2025Q2: 3,524 shares; 2025Q3: 3,524 shares 3,524 $384K 0.06% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,327 shares; 2024Q4: 6,598 shares; 2025Q1: 6,603 shares; 2025Q2: 6,608 shares; 2025Q3: 6,210 shares 6,210 $380K 0.06% -398 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,131 shares; 2025Q1: 1,131 shares; 2025Q2: 1,131 shares; 2025Q3: 1,131 shares 1,131 $376K 0.06% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,284 shares 2,284 $365K 0.06% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,965 shares; 2025Q2: 2,776 shares; 2025Q3: 2,451 shares 2,451 $357K 0.05% -325 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,186 shares; 2024Q4: 1,186 shares; 2025Q1: 1,464 shares; 2025Q2: 1,173 shares; 2025Q3: 1,067 shares 1,067 $351K 0.05% -106 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,071 shares; 2025Q1: 1,072 shares; 2025Q2: 1,072 shares; 2025Q3: 1,072 shares 1,072 $347K 0.05% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,306 shares; 2025Q1: 1,306 shares; 2025Q2: 1,306 shares; 2025Q3: 1,306 shares 1,306 $341K 0.05% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,052 shares; 2025Q3: 1,400 shares 1,400 $332K 0.05% +348 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,133 shares; 2025Q1: 2,138 shares; 2025Q2: 2,142 shares; 2025Q3: 2,147 shares 2,147 $331K 0.05% +5 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,409 shares; 2024Q4: 3,417 shares; 2025Q1: 3,316 shares; 2025Q2: 3,405 shares; 2025Q3: 2,467 shares 2,467 $330K 0.05% -938 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 910 shares; 2025Q1: 912 shares; 2025Q2: 913 shares; 2025Q3: 914 shares 914 $320K 0.05% +1 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,843 shares; 2024Q4: 3,874 shares; 2025Q1: 3,885 shares; 2025Q2: 3,936 shares; 2025Q3: 3,943 shares 3,943 $315K 0.05% +7 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,252 shares; 2025Q1: 1,260 shares; 2025Q2: 1,260 shares; 2025Q3: 1,420 shares 1,420 $307K 0.05% +160 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,825 shares; 2024Q4: 7,767 shares; 2025Q1: 6,928 shares; 2025Q2: 6,811 shares; 2025Q3: 8,136 shares 8,136 $304K 0.05% +1,325 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,111 shares; 2025Q2: 2,116 shares; 2025Q3: 2,120 shares 2,120 $299K 0.05% +4 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,888 shares; 2024Q4: 8,827 shares; 2025Q1: 1,899 shares; 2025Q2: 1,900 shares; 2025Q3: 1,902 shares 1,902 $295K 0.04% +2 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,286 shares; 2024Q4: 2,286 shares; 2025Q1: 2,081 shares; 2025Q2: 2,081 shares; 2025Q3: 2,081 shares 2,081 $294K 0.04% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,899 shares; 2025Q3: 1,599 shares 1,599 $292K 0.04% -300 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,314 shares; 2024Q4: 2,319 shares; 2025Q1: 2,323 shares; 2025Q2: 2,325 shares; 2025Q3: 2,327 shares 2,327 $288K 0.04% +2 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,588 shares; 2024Q4: 8,588 shares; 2025Q1: 8,588 shares; 2025Q2: 8,588 shares; 2025Q3: 7,705 shares 7,705 $284K 0.04% -883 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,603 shares; 2024Q4: 3,603 shares; 2025Q1: 3,603 shares; 2025Q2: 3,603 shares; 2025Q3: 3,666 shares 3,666 $281K 0.04% +63 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,608 shares; 2024Q4: 4,630 shares; 2025Q1: 4,615 shares; 2025Q2: 4,891 shares; 2025Q3: 4,890 shares 4,890 $279K 0.04% -1 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 1,636 shares; 2025Q1: 1,429 shares; 2025Q2: 1,410 shares; 2025Q3: 1,436 shares 1,436 $277K 0.04% +26 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,025 shares; 2025Q1: 4,018 shares; 2025Q2: 4,004 shares; 2025Q3: 4,004 shares 4,004 $270K 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 468 shares; 2025Q3: 549 shares 549 $269K 0.04% +81 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,368 shares; 2024Q4: 4,391 shares; 2025Q1: 4,391 shares; 2025Q2: 4,403 shares; 2025Q3: 4,403 shares 4,403 $261K 0.04% 0 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,285 shares; 2024Q4: 4,285 shares; 2025Q1: 4,285 shares; 2025Q2: 4,285 shares; 2025Q3: 4,285 shares 4,285 $258K 0.04% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,161 shares; 2024Q4: 3,139 shares; 2025Q1: 3,144 shares; 2025Q2: 3,150 shares; 2025Q3: 2,875 shares 2,875 $258K 0.04% -275 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,474 shares 1,474 $255K 0.04% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $253K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,498 shares 1,498 $252K 0.04% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,820 shares 2,820 $252K 0.04% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,168 shares; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares 1,168 $251K 0.04% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,294 shares; 2025Q1: 1,300 shares; 2025Q2: 1,305 shares; 2025Q3: 1,311 shares 1,311 $249K 0.04% +6 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,685 shares 2,685 $245K 0.04% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 654 shares 654 $245K 0.04% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,819 shares; 2024Q4: 5,462 shares; 2025Q1: 5,407 shares; 2025Q2: 5,414 shares; 2025Q3: 5,422 shares 5,422 $245K 0.04% +8 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 785 shares 785 $242K 0.04% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,189 shares; 2024Q4: 3,038 shares; 2025Q1: 3,040 shares; 2025Q2: 3,043 shares; 2025Q3: 2,995 shares 2,995 $239K 0.04% -48 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,411 shares 1,411 $239K 0.04% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 487 shares; 2024Q4: 487 shares; 2025Q1: 491 shares; 2025Q2: 495 shares; 2025Q3: 491 shares 491 $238K 0.04% -4 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,737 shares; 2025Q1: 3,737 shares; 2025Q2: 3,737 shares; 2025Q3: 3,737 shares 3,737 $237K 0.04% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,718 shares 1,718 $235K 0.04% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,934 shares; 2025Q1: 3,923 shares; 2025Q2: 3,901 shares; 2025Q3: 3,902 shares 3,902 $234K 0.04% +1 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 3,132 shares; 2025Q1: 3,149 shares; 2025Q2: 3,164 shares; 2025Q3: 3,179 shares 3,179 $233K 0.04% +15 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,240 shares; 2024Q4: 23,240 shares; 2025Q1: 23,240 shares; 2025Q2: 23,240 shares; 2025Q3: 23,240 shares 23,240 $233K 0.04% 0 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,532 shares; 2024Q4: 3,549 shares; 2025Q1: 3,549 shares; 2025Q2: 3,549 shares; 2025Q3: 3,549 shares 3,549 $229K 0.03% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 776 shares; 2025Q3: 778 shares 778 $229K 0.03% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,403 shares; 2025Q2: 3,443 shares; 2025Q3: 3,455 shares 3,455 $228K 0.03% +12 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 192 shares 192 $224K 0.03% new Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,199 shares; 2025Q3: 2,202 shares 2,202 $224K 0.03% +3 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares 2,000 $224K 0.03% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,244 shares 1,244 $222K 0.03% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,417 shares; 2025Q2: 1,418 shares; 2025Q3: 1,420 shares 1,420 $216K 0.03% +2 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 2,055 shares; 2025Q1: 2,100 shares; 2025Q2: not reported; 2025Q3: 2,266 shares 2,266 $214K 0.03% new Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,920 shares 2,920 $212K 0.03% new Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,166 shares 26,166 $207K 0.03% new Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 479 shares 479 $204K 0.03% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 585 shares 585 $202K 0.03% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,336 shares; 2024Q4: 17,787 shares; 2025Q1: 14,890 shares; 2025Q2: 20,046 shares; 2025Q3: 15,385 shares 15,385 $195K 0.03% -4,661 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,014 shares; 2024Q4: 14,554 shares; 2025Q1: 16,340 shares; 2025Q2: 16,215 shares; 2025Q3: 10,000 shares 10,000 $122K 0.02% -6,215 Timeline