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: 90,518 shares; 2024Q4: 90,525 shares; 2025Q1: 90,941 shares; 2025Q2: 90,351 shares; 2025Q3: 85,697 shares; 2025Q4: 83,523 shares 83,523 $40.4M 5.64% -2,174 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,615 shares; 2024Q4: 132,230 shares; 2025Q1: 126,191 shares; 2025Q2: 128,987 shares; 2025Q3: 124,413 shares; 2025Q4: 122,723 shares 122,723 $33.4M 4.66% -1,690 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 442,380 shares; 2024Q4: 985,457 shares; 2025Q1: 1,245,013 shares; 2025Q2: 1,179,447 shares; 2025Q3: 1,034,807 shares; 2025Q4: 988,333 shares 988,333 $31.1M 4.35% -46,474 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 344,154 shares 344,154 $22.5M 3.15% new 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: 75,323 shares; 2024Q4: 73,837 shares; 2025Q1: 76,498 shares; 2025Q2: not reported; 2025Q3: 75,053 shares; 2025Q4: 67,737 shares 67,737 $21.2M 2.96% -7,316 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: 62,953 shares; 2024Q4: 62,577 shares; 2025Q1: 67,650 shares; 2025Q2: not reported; 2025Q3: 71,096 shares; 2025Q4: 71,330 shares 71,330 $16.5M 2.3% +234 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: 39,776 shares; 2024Q4: 39,002 shares; 2025Q1: 38,589 shares; 2025Q2: 38,947 shares; 2025Q3: 38,571 shares; 2025Q4: 36,936 shares 36,936 $13.7M 1.91% -1,635 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: 109,387 shares; 2024Q4: 347,584 shares; 2025Q1: 376,866 shares; 2025Q2: 453,479 shares; 2025Q3: 476,933 shares; 2025Q4: 490,965 shares 490,965 $13.4M 1.87% +14,032 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: 62,061 shares; 2024Q4: 61,177 shares; 2025Q1: 62,114 shares; 2025Q2: 63,616 shares; 2025Q3: 64,672 shares; 2025Q4: 64,075 shares 64,075 $13.3M 1.85% -597 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: 129,333 shares; 2024Q4: 129,310 shares; 2025Q1: 133,361 shares; 2025Q2: 131,542 shares; 2025Q3: 132,033 shares; 2025Q4: 127,718 shares 127,718 $12.8M 1.78% -4,315 Timeline BERKSHIRE HATHAWAY INC DEL 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: 24,991 shares; 2024Q4: 24,378 shares; 2025Q1: 24,571 shares; 2025Q2: 24,913 shares; 2025Q3: 25,340 shares; 2025Q4: 24,754 shares 24,754 $12.4M 1.74% -586 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: 28,638 shares; 2024Q4: 28,246 shares; 2025Q1: 28,084 shares; 2025Q2: 28,067 shares; 2025Q3: 30,811 shares; 2025Q4: 39,755 shares 39,755 $10.7M 1.49% +8,944 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: 18,112 shares; 2024Q4: 17,619 shares; 2025Q1: 17,938 shares; 2025Q2: 36,446 shares; 2025Q3: 18,670 shares; 2025Q4: 18,385 shares 18,385 $10.5M 1.47% -285 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: 22,816 shares; 2024Q4: 22,479 shares; 2025Q1: 22,977 shares; 2025Q2: 24,184 shares; 2025Q3: 19,757 shares; 2025Q4: 18,707 shares 18,707 $9.55M 1.33% -1,050 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: 26,592 shares; 2024Q4: 26,459 shares; 2025Q1: 26,888 shares; 2025Q2: 29,993 shares; 2025Q3: 29,401 shares; 2025Q4: 29,184 shares 29,184 $9.4M 1.31% -217 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: 11,288 shares; 2024Q4: 11,377 shares; 2025Q1: 11,253 shares; 2025Q2: 14,141 shares; 2025Q3: 14,182 shares; 2025Q4: 13,648 shares 13,648 $9.35M 1.31% -534 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: 11,045 shares; 2024Q4: 10,956 shares; 2025Q1: 11,244 shares; 2025Q2: 11,165 shares; 2025Q3: 8,713 shares; 2025Q4: 7,511 shares 7,511 $9.13M 1.27% -1,202 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: 114,729 shares; 2024Q4: 113,502 shares; 2025Q1: 114,383 shares; 2025Q2: 114,667 shares; 2025Q3: 115,505 shares; 2025Q4: 117,568 shares 117,568 $8.66M 1.21% +2,063 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: 38,851 shares; 2024Q4: 40,504 shares; 2025Q1: 42,940 shares; 2025Q2: 47,754 shares; 2025Q3: 49,576 shares; 2025Q4: 48,969 shares 48,969 $8.38M 1.17% -607 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: 14,720 shares; 2024Q4: 14,380 shares; 2025Q1: 15,311 shares; 2025Q2: 16,277 shares; 2025Q3: 16,765 shares; 2025Q4: 17,124 shares 17,124 $8.28M 1.16% +359 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: 29,776 shares; 2024Q4: 29,086 shares; 2025Q1: 24,823 shares; 2025Q2: 27,375 shares; 2025Q3: 25,101 shares; 2025Q4: 23,853 shares 23,853 $8.26M 1.15% -1,248 Timeline MEDTRONIC INC MEDTRONIC INC More: the full row for MEDTRONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,049 shares; 2024Q4: 73,412 shares; 2025Q1: 77,836 shares; 2025Q2: 80,470 shares; 2025Q3: 82,499 shares; 2025Q4: 83,560 shares 83,560 $8.03M 1.12% +1,061 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: 150,403 shares; 2024Q4: 146,190 shares; 2025Q1: 147,536 shares; 2025Q2: 151,806 shares; 2025Q3: 151,003 shares; 2025Q4: 149,882 shares 149,882 $8M 1.12% -1,121 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: 12,401 shares; 2024Q4: 12,303 shares; 2025Q1: 15,870 shares; 2025Q2: not reported; 2025Q3: 18,606 shares; 2025Q4: 22,422 shares 22,422 $7.85M 1.1% +3,816 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: 13,243 shares; 2024Q4: 13,400 shares; 2025Q1: 13,353 shares; 2025Q2: 13,353 shares; 2025Q3: 18,542 shares; 2025Q4: 35,660 shares 35,660 $7.5M 1.05% +17,118 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: 88,781 shares; 2024Q4: 38,241 shares; 2025Q1: 76,430 shares; 2025Q2: 44,272 shares; 2025Q3: 241,476 shares; 2025Q4: 137,600 shares 137,600 $6.96M 0.97% -103,876 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,803 shares; 2024Q4: 44,138 shares; 2025Q1: 33,987 shares; 2025Q2: 39,680 shares; 2025Q3: 42,697 shares; 2025Q4: 35,337 shares 35,337 $6.84M 0.96% -7,360 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: 26,405 shares; 2024Q4: 26,555 shares; 2025Q1: 26,103 shares; 2025Q2: 25,395 shares; 2025Q3: 23,587 shares; 2025Q4: 22,687 shares 22,687 $6.72M 0.94% -900 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: 34,964 shares; 2024Q4: 34,927 shares; 2025Q1: 37,631 shares; 2025Q2: 36,881 shares; 2025Q3: 35,892 shares; 2025Q4: 35,990 shares 35,990 $6.71M 0.94% +98 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: 52,721 shares; 2024Q4: 52,559 shares; 2025Q1: 53,588 shares; 2025Q2: 56,422 shares; 2025Q3: 56,403 shares; 2025Q4: 57,528 shares 57,528 $6.55M 0.91% +1,125 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: 23,197 shares; 2024Q4: 23,000 shares; 2025Q1: 23,655 shares; 2025Q2: 25,630 shares; 2025Q3: 26,513 shares; 2025Q4: 26,664 shares 26,664 $6.43M 0.9% +151 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: 43,296 shares; 2024Q4: 42,385 shares; 2025Q1: 41,993 shares; 2025Q2: 42,905 shares; 2025Q3: 44,356 shares; 2025Q4: 44,765 shares 44,765 $6.42M 0.9% +409 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,161 shares; 2024Q4: 17,997 shares; 2025Q1: 19,276 shares; 2025Q2: 21,619 shares; 2025Q3: 25,269 shares; 2025Q4: 29,222 shares 29,222 $6.28M 0.88% +3,953 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: 41,922 shares; 2024Q4: 40,953 shares; 2025Q1: 46,789 shares; 2025Q2: 55,387 shares; 2025Q3: 58,604 shares; 2025Q4: 61,291 shares 61,291 $6.08M 0.85% +2,687 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,784 shares; 2024Q4: 5,142 shares; 2025Q1: 5,330 shares; 2025Q2: 13,827 shares; 2025Q3: 15,934 shares; 2025Q4: 18,373 shares 18,373 $6.01M 0.84% +2,439 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: 126,823 shares; 2024Q4: 121,335 shares; 2025Q1: 133,468 shares; 2025Q2: 156,611 shares; 2025Q3: 161,974 shares; 2025Q4: 200,739 shares 200,739 $6M 0.84% +38,765 Timeline LABORATORY CRP OF AMER HLDGS LABORATORY CRP OF AMER HLDGS More: the full row for LABORATORY CRP OF AMER HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,467 shares; 2024Q4: 20,629 shares; 2025Q1: 21,482 shares; 2025Q2: 22,889 shares; 2025Q3: 23,658 shares; 2025Q4: 23,717 shares 23,717 $5.95M 0.83% +59 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: 14,345 shares; 2024Q4: 13,928 shares; 2025Q1: 14,191 shares; 2025Q2: 15,313 shares; 2025Q3: 9,423 shares; 2025Q4: 8,847 shares 8,847 $5.84M 0.82% -576 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,515 shares; 2024Q4: 81,576 shares; 2025Q1: 83,469 shares; 2025Q2: 84,502 shares; 2025Q3: 87,058 shares; 2025Q4: 89,339 shares 89,339 $5.72M 0.8% +2,281 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: 16,561 shares; 2024Q4: 16,596 shares; 2025Q1: 16,722 shares; 2025Q2: 18,211 shares; 2025Q3: 17,246 shares; 2025Q4: 16,300 shares 16,300 $5.61M 0.78% -946 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,435 shares; 2024Q4: 9,428 shares; 2025Q1: 9,817 shares; 2025Q2: 10,829 shares; 2025Q3: 12,058 shares; 2025Q4: 11,919 shares 11,919 $5.36M 0.75% -139 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: 65,128 shares; 2024Q4: 64,641 shares; 2025Q1: 67,762 shares; 2025Q2: 74,826 shares; 2025Q3: 77,599 shares; 2025Q4: 79,526 shares 79,526 $5.33M 0.74% +1,927 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,758 shares; 2024Q4: 23,475 shares; 2025Q1: 35,944 shares; 2025Q2: 38,688 shares; 2025Q3: 39,727 shares; 2025Q4: 39,988 shares 39,988 $5.31M 0.74% +261 Timeline MERCK &COINC MERCK &COINC More: the full row for MERCK &COINC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,984 shares; 2024Q4: 72,115 shares; 2025Q1: 74,663 shares; 2025Q2: 65,906 shares; 2025Q3: 54,867 shares; 2025Q4: 50,145 shares 50,145 $5.28M 0.74% -4,722 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: 17,975 shares; 2024Q4: 17,440 shares; 2025Q1: 18,044 shares; 2025Q2: not reported; 2025Q3: 17,234 shares; 2025Q4: 16,707 shares 16,707 $5.24M 0.73% -527 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: 7,843 shares; 2024Q4: 7,766 shares; 2025Q1: 7,615 shares; 2025Q2: 11,616 shares; 2025Q3: 6,575 shares; 2025Q4: 6,117 shares 6,117 $5.02M 0.7% -458 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,065 shares; 2024Q4: 36,124 shares; 2025Q1: 34,718 shares; 2025Q2: 31,665 shares; 2025Q3: 25,218 shares; 2025Q4: 22,395 shares 22,395 $4.6M 0.64% -2,823 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,758 shares; 2024Q4: 200,788 shares; 2025Q1: 172,657 shares; 2025Q2: 190,986 shares; 2025Q3: 236,910 shares; 2025Q4: 246,793 shares 246,793 $4.5M 0.63% +9,883 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,289 shares; 2024Q4: 100,289 shares; 2025Q1: 100,289 shares; 2025Q2: 100,289 shares; 2025Q3: 100,289 shares; 2025Q4: 100,289 shares 100,289 $4.28M 0.6% 0 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: 29,671 shares; 2024Q4: 28,551 shares; 2025Q1: 28,356 shares; 2025Q2: 28,063 shares; 2025Q3: 27,839 shares; 2025Q4: 27,835 shares 27,835 $3.99M 0.56% -4 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: 20,465 shares; 2024Q4: 20,004 shares; 2025Q1: 21,038 shares; 2025Q2: 21,760 shares; 2025Q3: 21,900 shares; 2025Q4: 21,778 shares 21,778 $3.96M 0.55% -122 Timeline JMST 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: 35,494 shares; 2024Q4: 25,020 shares; 2025Q1: 37,105 shares; 2025Q2: 30,161 shares; 2025Q3: 104,135 shares; 2025Q4: 77,731 shares 77,731 $3.96M 0.55% -26,404 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: 5,835 shares; 2024Q4: 5,703 shares; 2025Q1: 7,930 shares; 2025Q2: 9,749 shares; 2025Q3: 6,678 shares; 2025Q4: 6,210 shares 6,210 $3.89M 0.54% -468 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: 32,693 shares; 2024Q4: 32,857 shares; 2025Q1: 33,028 shares; 2025Q2: 116,461 shares; 2025Q3: 32,898 shares; 2025Q4: 32,156 shares 32,156 $3.87M 0.54% -742 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: 6,432 shares; 2024Q4: 5,953 shares; 2025Q1: 5,303 shares; 2025Q2: 5,659 shares; 2025Q3: 5,312 shares; 2025Q4: 5,416 shares 5,416 $3.69M 0.52% +104 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: 3,472 shares; 2024Q4: 3,477 shares; 2025Q1: 3,565 shares; 2025Q2: 3,542 shares; 2025Q3: 3,457 shares; 2025Q4: 3,371 shares 3,371 $3.62M 0.51% -86 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: 4,616 shares; 2024Q4: 4,621 shares; 2025Q1: 4,356 shares; 2025Q2: 4,387 shares; 2025Q3: 4,297 shares; 2025Q4: 4,179 shares 4,179 $3.6M 0.5% -118 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: 34,328 shares; 2024Q4: 31,640 shares; 2025Q1: 31,966 shares; 2025Q2: 34,380 shares; 2025Q3: 33,586 shares; 2025Q4: 31,636 shares 31,636 $3.52M 0.49% -1,950 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,903 shares; 2024Q4: 9,357 shares; 2025Q1: 10,447 shares; 2025Q2: not reported; 2025Q3: 32,186 shares; 2025Q4: 43,651 shares 43,651 $3.51M 0.49% +11,465 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: 15,385 shares; 2024Q4: 14,649 shares; 2025Q1: 14,316 shares; 2025Q2: 14,163 shares; 2025Q3: 13,909 shares; 2025Q4: 13,405 shares 13,405 $3.46M 0.48% -504 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,891 shares; 2025Q4: 9,768 shares 9,768 $3.42M 0.48% +1,877 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,875 shares; 2024Q4: 103,971 shares; 2025Q1: 87,806 shares; 2025Q2: 85,219 shares; 2025Q3: 70,255 shares; 2025Q4: 66,073 shares 66,073 $3.38M 0.47% -4,182 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,082 shares; 2024Q4: 9,911 shares; 2025Q1: 18,318 shares; 2025Q2: 24,055 shares; 2025Q3: 26,356 shares; 2025Q4: 35,521 shares 35,521 $3.16M 0.44% +9,165 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: 49,640 shares; 2024Q4: 47,057 shares; 2025Q1: 46,291 shares; 2025Q2: 48,167 shares; 2025Q3: 45,016 shares; 2025Q4: 40,491 shares 40,491 $3.12M 0.44% -4,525 Timeline EFV 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: 38,965 shares; 2024Q4: 36,965 shares; 2025Q1: 34,988 shares; 2025Q2: 42,502 shares; 2025Q3: 40,825 shares; 2025Q4: 40,454 shares 40,454 $3.04M 0.42% -371 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: 16,375 shares; 2024Q4: 16,763 shares; 2025Q1: 17,129 shares; 2025Q2: 17,185 shares; 2025Q3: 17,171 shares; 2025Q4: 16,942 shares 16,942 $3.01M 0.42% -229 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: 5,944 shares; 2024Q4: 5,863 shares; 2025Q1: 6,063 shares; 2025Q2: 8,020 shares; 2025Q3: 8,007 shares; 2025Q4: 7,940 shares 7,940 $2.78M 0.39% -67 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: 11,124 shares; 2024Q4: 10,912 shares; 2025Q1: 9,864 shares; 2025Q2: 9,806 shares; 2025Q3: 9,209 shares; 2025Q4: 9,018 shares 9,018 $2.76M 0.38% -191 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,973 shares; 2024Q4: 1,973 shares; 2025Q1: 1,973 shares; 2025Q2: 2,698 shares; 2025Q3: 4,703 shares; 2025Q4: 18,978 shares 18,978 $2.68M 0.37% +14,275 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: 110,527 shares; 2024Q4: 109,289 shares; 2025Q1: 105,271 shares; 2025Q2: 119,460 shares; 2025Q3: 101,055 shares; 2025Q4: 104,032 shares 104,032 $2.58M 0.36% +2,977 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: 35,770 shares; 2024Q4: 34,617 shares; 2025Q1: 51,772 shares; 2025Q2: 50,664 shares; 2025Q3: 41,266 shares; 2025Q4: 39,522 shares 39,522 $2.47M 0.34% -1,744 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,389 shares; 2024Q4: 28,896 shares; 2025Q1: 29,043 shares; 2025Q2: 29,531 shares; 2025Q3: 28,840 shares; 2025Q4: 28,007 shares 28,007 $2.35M 0.33% -833 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: 39,702 shares; 2024Q4: 40,359 shares; 2025Q1: 41,196 shares; 2025Q2: 40,984 shares; 2025Q3: 28,175 shares; 2025Q4: 26,016 shares 26,016 $2.28M 0.32% -2,159 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: 3,064 shares; 2024Q4: 2,916 shares; 2025Q1: 3,791 shares; 2025Q2: 9,897 shares; 2025Q3: 2,647 shares; 2025Q4: 6,783 shares 6,783 $2.27M 0.32% +4,136 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: 17,052 shares; 2024Q4: 17,314 shares; 2025Q1: 15,701 shares; 2025Q2: 16,246 shares; 2025Q3: 16,008 shares; 2025Q4: 14,379 shares 14,379 $2.19M 0.31% -1,629 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: 67,620 shares; 2024Q4: 64,459 shares; 2025Q1: 59,183 shares; 2025Q2: 63,702 shares; 2025Q3: 61,259 shares; 2025Q4: 53,586 shares 53,586 $2.18M 0.3% -7,673 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: 2,707 shares; 2024Q4: 2,710 shares; 2025Q1: 2,707 shares; 2025Q2: 2,558 shares; 2025Q3: 3,675 shares; 2025Q4: 3,507 shares 3,507 $2.15M 0.3% -168 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,902 shares; 2025Q3: 52,987 shares; 2025Q4: 56,625 shares 56,625 $2.15M 0.3% +3,638 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: 9,897 shares; 2024Q4: 9,856 shares; 2025Q1: 9,940 shares; 2025Q2: 11,970 shares; 2025Q3: 11,498 shares; 2025Q4: 9,393 shares 9,393 $2.15M 0.3% -2,105 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,560 shares; 2024Q4: 27,482 shares; 2025Q1: 27,531 shares; 2025Q2: 27,616 shares; 2025Q3: 27,343 shares; 2025Q4: 26,378 shares 26,378 $2.13M 0.3% -965 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,363 shares; 2024Q4: 27,363 shares; 2025Q1: 27,088 shares; 2025Q2: 27,063 shares; 2025Q3: 26,463 shares; 2025Q4: 26,363 shares 26,363 $2.1M 0.29% -100 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: 31,028 shares; 2024Q4: 29,483 shares; 2025Q1: 18,106 shares; 2025Q2: 18,596 shares; 2025Q3: 16,250 shares; 2025Q4: 19,398 shares 19,398 $1.94M 0.27% +3,148 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: 4,416 shares; 2024Q4: 4,398 shares; 2025Q1: 4,343 shares; 2025Q2: 4,343 shares; 2025Q3: 4,343 shares; 2025Q4: 4,343 shares 4,343 $1.93M 0.27% 0 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: 16,981 shares; 2024Q4: 51,395 shares; 2025Q1: 56,588 shares; 2025Q2: 37,030 shares; 2025Q3: 69,659 shares; 2025Q4: 68,322 shares 68,322 $1.87M 0.26% -1,337 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: 16,578 shares; 2024Q4: 16,682 shares; 2025Q1: 16,182 shares; 2025Q2: 15,952 shares; 2025Q3: 16,101 shares; 2025Q4: 16,686 shares 16,686 $1.87M 0.26% +585 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: 8,158 shares; 2024Q4: 7,949 shares; 2025Q1: 7,869 shares; 2025Q2: 11,887 shares; 2025Q3: 11,900 shares; 2025Q4: 11,745 shares 11,745 $1.8M 0.25% -155 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: 2,880 shares; 2024Q4: 2,924 shares; 2025Q1: 3,020 shares; 2025Q2: 3,172 shares; 2025Q3: 3,036 shares; 2025Q4: 2,986 shares 2,986 $1.71M 0.24% -50 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: 13,727 shares; 2024Q4: 13,735 shares; 2025Q1: 13,749 shares; 2025Q2: 14,654 shares; 2025Q3: 14,629 shares; 2025Q4: 14,855 shares 14,855 $1.69M 0.24% +226 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: 9,000 shares; 2024Q4: 8,983 shares; 2025Q1: 8,737 shares; 2025Q2: 7,586 shares; 2025Q3: 7,601 shares; 2025Q4: 7,611 shares 7,611 $1.67M 0.23% +10 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: 7,089 shares; 2024Q4: 7,047 shares; 2025Q1: 6,371 shares; 2025Q2: 6,306 shares; 2025Q3: 6,269 shares; 2025Q4: 6,309 shares 6,309 $1.62M 0.23% +40 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,486 shares; 2024Q4: 7,570 shares; 2025Q1: 7,539 shares; 2025Q2: 7,386 shares; 2025Q3: 7,363 shares; 2025Q4: 7,359 shares 7,359 $1.62M 0.23% -4 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: 3,104 shares; 2024Q4: 3,104 shares; 2025Q1: 3,118 shares; 2025Q2: 3,108 shares; 2025Q3: 3,108 shares; 2025Q4: 3,108 shares 3,108 $1.59M 0.22% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,301 shares; 2024Q4: 5,519 shares; 2025Q1: 5,819 shares; 2025Q2: not reported; 2025Q3: 6,192 shares; 2025Q4: 6,416 shares 6,416 $1.58M 0.22% +224 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: 14,800 shares; 2024Q4: 13,248 shares; 2025Q1: 12,580 shares; 2025Q2: 12,101 shares; 2025Q3: 11,906 shares; 2025Q4: 11,781 shares 11,781 $1.56M 0.22% -125 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: 29,406 shares; 2024Q4: 28,604 shares; 2025Q1: 31,611 shares; 2025Q2: 31,094 shares; 2025Q3: 31,526 shares; 2025Q4: 29,035 shares 29,035 $1.56M 0.22% -2,491 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: 2,617 shares; 2024Q4: 2,397 shares; 2025Q1: 2,410 shares; 2025Q2: 2,394 shares; 2025Q3: 2,392 shares; 2025Q4: 2,331 shares 2,331 $1.54M 0.22% -61 Timeline Abbott Laboratories 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: 13,232 shares; 2024Q4: 12,540 shares; 2025Q1: 12,409 shares; 2025Q2: 14,708 shares; 2025Q3: 12,596 shares; 2025Q4: 12,295 shares 12,295 $1.54M 0.22% -301 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: 21,636 shares; 2024Q4: 20,820 shares; 2025Q1: 21,215 shares; 2025Q2: 20,040 shares; 2025Q3: 20,161 shares; 2025Q4: 18,869 shares 18,869 $1.52M 0.21% -1,292 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: 24,749 shares; 2024Q4: 24,507 shares; 2025Q1: 24,061 shares; 2025Q2: 23,822 shares; 2025Q3: 21,699 shares; 2025Q4: 21,640 shares 21,640 $1.51M 0.21% -59 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.21% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,937 shares; 2024Q4: 20,376 shares; 2025Q1: 20,667 shares; 2025Q2: 19,111 shares; 2025Q3: 18,955 shares; 2025Q4: 18,808 shares 18,808 $1.5M 0.21% -147 Timeline BLACKROCK INC 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: 1,451 shares; 2024Q4: 1,396 shares; 2025Q1: 1,394 shares; 2025Q2: 1,404 shares; 2025Q3: 1,394 shares; 2025Q4: 1,391 shares 1,391 $1.49M 0.21% -3 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: 2,887 shares; 2024Q4: 2,714 shares; 2025Q1: 2,724 shares; 2025Q2: 2,697 shares; 2025Q3: 2,644 shares; 2025Q4: 2,489 shares 2,489 $1.41M 0.2% -155 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY 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: 18,426 shares; 2025Q3: 19,711 shares; 2025Q4: 20,207 shares 20,207 $1.36M 0.19% +496 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 2,789 shares; 2025Q1: 2,841 shares; 2025Q2: 4,152 shares; 2025Q3: 4,164 shares; 2025Q4: 4,237 shares 4,237 $1.35M 0.19% +73 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: 4,448 shares; 2024Q4: 4,486 shares; 2025Q1: 7,205 shares; 2025Q2: 6,263 shares; 2025Q3: 5,851 shares; 2025Q4: 4,480 shares 4,480 $1.3M 0.18% -1,371 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: 5,415 shares; 2024Q4: 5,423 shares; 2025Q1: 5,431 shares; 2025Q2: 5,451 shares; 2025Q3: 9,329 shares; 2025Q4: 10,856 shares 10,856 $1.28M 0.18% +1,527 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,366 shares; 2024Q4: 3,324 shares; 2025Q1: 3,403 shares; 2025Q2: 5,018 shares; 2025Q3: 4,859 shares; 2025Q4: 4,808 shares 4,808 $1.27M 0.18% -51 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: 265 shares; 2024Q4: 246 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 239 shares; 2025Q4: 237 shares 237 $1.27M 0.18% -2 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,150 shares; 2024Q4: 24,890 shares; 2025Q1: 25,169 shares; 2025Q2: 25,412 shares; 2025Q3: 26,523 shares; 2025Q4: 27,216 shares 27,216 $1.27M 0.18% +693 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,085 shares; 2024Q4: 13,475 shares; 2025Q1: 13,549 shares; 2025Q2: 14,234 shares; 2025Q3: 14,177 shares; 2025Q4: 12,296 shares 12,296 $1.26M 0.18% -1,881 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: 11,508 shares; 2024Q4: 10,858 shares; 2025Q1: 12,058 shares; 2025Q2: 12,058 shares; 2025Q3: 14,227 shares; 2025Q4: 13,062 shares 13,062 $1.25M 0.18% -1,165 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: 1,918 shares; 2024Q4: 1,785 shares; 2025Q1: 1,835 shares; 2025Q2: 5,189 shares; 2025Q3: 5,078 shares; 2025Q4: 5,079 shares 5,079 $1.25M 0.17% +1 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,139 shares; 2024Q4: 10,491 shares; 2025Q1: 11,190 shares; 2025Q2: 11,657 shares; 2025Q3: 11,589 shares; 2025Q4: 11,635 shares 11,635 $1.25M 0.17% +46 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,427 shares; 2024Q4: 11,427 shares; 2025Q1: 11,427 shares; 2025Q2: 11,427 shares; 2025Q3: 11,427 shares; 2025Q4: 11,427 shares 11,427 $1.21M 0.17% 0 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: 5,866 shares; 2024Q4: 5,664 shares; 2025Q1: 5,649 shares; 2025Q2: 5,637 shares; 2025Q3: 5,621 shares; 2025Q4: 6,101 shares 6,101 $1.19M 0.17% +480 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,718 shares; 2024Q4: 7,519 shares; 2025Q1: 7,532 shares; 2025Q2: 7,521 shares; 2025Q3: 15,582 shares; 2025Q4: 13,333 shares 13,333 $1.18M 0.17% -2,249 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: 7,852 shares; 2024Q4: 7,852 shares; 2025Q1: 7,852 shares; 2025Q2: 9,136 shares; 2025Q3: 9,193 shares; 2025Q4: 9,450 shares 9,450 $1.16M 0.16% +257 Timeline HEI 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: 3,496 shares; 2024Q4: 3,496 shares; 2025Q1: 3,496 shares; 2025Q2: 3,496 shares; 2025Q3: 3,496 shares; 2025Q4: 3,496 shares 3,496 $1.13M 0.16% 0 Timeline VIGI 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: 16,160 shares; 2024Q4: 14,204 shares; 2025Q1: 13,812 shares; 2025Q2: 12,624 shares; 2025Q3: 12,228 shares; 2025Q4: 12,358 shares 12,358 $1.13M 0.16% +130 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: 1,556 shares; 2024Q4: 1,552 shares; 2025Q1: 1,577 shares; 2025Q2: 74,245 shares; 2025Q3: 2,165 shares; 2025Q4: 2,159 shares 2,159 $1.13M 0.16% -6 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: 3,461 shares; 2024Q4: 3,546 shares; 2025Q1: 3,566 shares; 2025Q2: 3,574 shares; 2025Q3: 3,635 shares; 2025Q4: 3,660 shares 3,660 $1.11M 0.16% +25 Timeline LAM RESEARCH CORP 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: 524 shares; 2024Q4: 5,042 shares; 2025Q1: 5,636 shares; 2025Q2: 5,630 shares; 2025Q3: 5,774 shares; 2025Q4: 6,491 shares 6,491 $1.11M 0.16% +717 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: 3,293 shares; 2024Q4: 3,323 shares; 2025Q1: 3,133 shares; 2025Q2: 3,142 shares; 2025Q3: 3,133 shares; 2025Q4: 3,133 shares 3,133 $1.1M 0.15% 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: 3,301 shares; 2024Q4: 3,381 shares; 2025Q1: 3,381 shares; 2025Q2: 3,434 shares; 2025Q3: 3,354 shares; 2025Q4: 3,354 shares 3,354 $1.08M 0.15% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,570 shares; 2024Q4: 43,570 shares; 2025Q1: 43,570 shares; 2025Q2: 43,570 shares; 2025Q3: 43,970 shares; 2025Q4: 43,970 shares 43,970 $1.04M 0.15% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,984 shares; 2024Q4: 2,944 shares; 2025Q1: 2,875 shares; 2025Q2: 3,001 shares; 2025Q3: 2,589 shares; 2025Q4: 3,145 shares 3,145 $1.04M 0.14% +556 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: 5,725 shares; 2024Q4: 5,696 shares; 2025Q1: 5,749 shares; 2025Q2: 5,900 shares; 2025Q3: 5,496 shares; 2025Q4: 5,523 shares 5,523 $1.02M 0.14% +27 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,462 shares; 2024Q4: 37,496 shares; 2025Q1: 40,128 shares; 2025Q2: 41,934 shares; 2025Q3: 41,511 shares; 2025Q4: 41,318 shares 41,318 $987K 0.14% -193 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: 6,925 shares; 2024Q4: 5,220 shares; 2025Q1: 4,436 shares; 2025Q2: 8,150 shares; 2025Q3: 4,072 shares; 2025Q4: 3,985 shares 3,985 $966K 0.13% -87 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: 3,956 shares; 2024Q4: 3,801 shares; 2025Q1: 3,790 shares; 2025Q2: 3,764 shares; 2025Q3: 3,732 shares; 2025Q4: 3,628 shares 3,628 $952K 0.13% -104 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: 1,988 shares; 2024Q4: 2,001 shares; 2025Q1: 2,032 shares; 2025Q2: 2,018 shares; 2025Q3: 2,018 shares; 2025Q4: 2,018 shares 2,018 $940K 0.13% 0 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: 62,995 shares; 2024Q4: 46,162 shares; 2025Q1: 25,421 shares; 2025Q2: 20,655 shares; 2025Q3: 16,192 shares; 2025Q4: 10,686 shares 10,686 $900K 0.13% -5,506 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: 11,349 shares; 2024Q4: 13,349 shares; 2025Q1: 13,349 shares; 2025Q2: 13,349 shares; 2025Q3: 13,349 shares; 2025Q4: 13,349 shares 13,349 $896K 0.13% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,544 shares; 2024Q4: 32,910 shares; 2025Q1: 22,647 shares; 2025Q2: 20,709 shares; 2025Q3: 17,824 shares; 2025Q4: 18,328 shares 18,328 $894K 0.12% +504 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: 5,221 shares; 2024Q4: 4,919 shares; 2025Q1: 4,613 shares; 2025Q2: 4,586 shares; 2025Q3: 4,723 shares; 2025Q4: 4,815 shares 4,815 $883K 0.12% +92 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: 3,452 shares; 2024Q4: 3,452 shares; 2025Q1: 3,462 shares; 2025Q2: 3,462 shares; 2025Q3: 3,462 shares; 2025Q4: 3,462 shares 3,462 $874K 0.12% 0 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: 18,573 shares; 2024Q4: 15,823 shares; 2025Q1: 14,414 shares; 2025Q2: 10,578 shares; 2025Q3: 10,503 shares; 2025Q4: 10,373 shares 10,373 $859K 0.12% -130 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,819 shares; 2024Q4: 10,139 shares; 2025Q1: 9,914 shares; 2025Q2: 9,914 shares; 2025Q3: 9,617 shares; 2025Q4: 9,349 shares 9,349 $829K 0.12% -268 Timeline CTRI CENTURI HOLDINGS INC More: the full row for CENTURI HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,583 shares 32,583 $823K 0.11% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,606 shares; 2024Q4: 31,818 shares; 2025Q1: 32,076 shares; 2025Q2: 32,000 shares; 2025Q3: 31,250 shares; 2025Q4: 31,250 shares 31,250 $820K 0.11% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,412 shares; 2024Q4: 3,458 shares; 2025Q1: 3,379 shares; 2025Q2: 3,941 shares; 2025Q3: 3,625 shares; 2025Q4: 3,521 shares 3,521 $815K 0.11% -104 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: 4,768 shares; 2024Q4: 4,700 shares; 2025Q1: 4,590 shares; 2025Q2: 4,839 shares; 2025Q3: 4,777 shares; 2025Q4: 4,624 shares 4,624 $802K 0.11% -153 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: 4,669 shares; 2024Q4: 4,098 shares; 2025Q1: 4,228 shares; 2025Q2: not reported; 2025Q3: 4,253 shares; 2025Q4: 3,671 shares 3,671 $786K 0.11% -582 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,020 shares; 2025Q1: 3,458 shares; 2025Q2: 4,319 shares; 2025Q3: 4,289 shares; 2025Q4: 4,369 shares 4,369 $777K 0.11% +80 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,959 shares; 2024Q4: 5,772 shares; 2025Q1: 5,921 shares; 2025Q2: 5,942 shares; 2025Q3: 5,986 shares; 2025Q4: 5,989 shares 5,989 $773K 0.11% +3 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: 9,326 shares; 2024Q4: 9,176 shares; 2025Q1: 16,031 shares; 2025Q2: 15,877 shares; 2025Q3: 14,911 shares; 2025Q4: 14,111 shares 14,111 $759K 0.11% -800 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,474 shares; 2024Q4: 11,218 shares; 2025Q1: 11,080 shares; 2025Q2: 11,061 shares; 2025Q3: 9,943 shares; 2025Q4: 9,798 shares 9,798 $751K 0.1% -145 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: 11,570 shares; 2024Q4: 11,035 shares; 2025Q1: 11,035 shares; 2025Q2: 11,440 shares; 2025Q3: 11,365 shares; 2025Q4: 11,366 shares 11,366 $750K 0.1% +1 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: 1,777 shares; 2024Q4: 1,719 shares; 2025Q1: 1,579 shares; 2025Q2: 1,486 shares; 2025Q3: 1,410 shares; 2025Q4: 1,540 shares 1,540 $729K 0.1% +130 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: 1,721 shares; 2024Q4: 1,689 shares; 2025Q1: 1,527 shares; 2025Q2: 2,419 shares; 2025Q3: 2,272 shares; 2025Q4: 2,299 shares 2,299 $718K 0.1% +27 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,799 shares; 2024Q4: 8,758 shares; 2025Q1: 8,553 shares; 2025Q2: 8,517 shares; 2025Q3: 8,372 shares; 2025Q4: 8,356 shares 8,356 $712K 0.1% -16 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: 3,184 shares; 2024Q4: 2,935 shares; 2025Q1: 2,983 shares; 2025Q2: 2,954 shares; 2025Q3: 2,907 shares; 2025Q4: 2,892 shares 2,892 $712K 0.1% -15 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: 2,434 shares; 2024Q4: 2,360 shares; 2025Q1: 2,562 shares; 2025Q2: 3,723 shares; 2025Q3: 3,413 shares; 2025Q4: 3,653 shares 3,653 $712K 0.1% +240 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: 2,467 shares; 2024Q4: 2,467 shares; 2025Q1: 2,301 shares; 2025Q2: 2,263 shares; 2025Q3: 2,276 shares; 2025Q4: 2,276 shares 2,276 $701K 0.1% 0 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: 4,544 shares; 2024Q4: 4,544 shares; 2025Q1: 4,676 shares; 2025Q2: 4,676 shares; 2025Q3: 4,676 shares; 2025Q4: 5,116 shares 5,116 $691K 0.1% +440 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: 5,736 shares; 2024Q4: 5,479 shares; 2025Q1: 5,457 shares; 2025Q2: 5,537 shares; 2025Q3: 5,186 shares; 2025Q4: 5,447 shares 5,447 $685K 0.1% +261 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: 3,594 shares; 2024Q4: 3,849 shares; 2025Q1: 3,786 shares; 2025Q2: 5,157 shares; 2025Q3: 5,279 shares; 2025Q4: 5,661 shares 5,661 $678K 0.09% +382 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,670 shares; 2024Q4: 2,609 shares; 2025Q1: 2,503 shares; 2025Q2: 13,911 shares; 2025Q3: 2,224 shares; 2025Q4: 2,059 shares 2,059 $677K 0.09% -165 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,027 shares; 2024Q4: 8,292 shares; 2025Q1: 8,011 shares; 2025Q2: 7,616 shares; 2025Q3: 7,276 shares; 2025Q4: 7,235 shares 7,235 $674K 0.09% -41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,692 shares; 2025Q3: 1,732 shares; 2025Q4: 1,732 shares 1,732 $674K 0.09% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,578 shares; 2025Q2: 11,584 shares; 2025Q3: 13,012 shares; 2025Q4: 12,617 shares 12,617 $651K 0.09% -395 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 5,293 shares; 2025Q1: 5,048 shares; 2025Q2: 4,884 shares; 2025Q3: 4,777 shares; 2025Q4: 4,772 shares 4,772 $650K 0.09% -5 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: not reported; 2024Q4: 758 shares; 2025Q1: 945 shares; 2025Q2: 941 shares; 2025Q3: 941 shares; 2025Q4: 941 shares 941 $615K 0.09% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,277 shares; 2024Q4: 29,170 shares; 2025Q1: 29,182 shares; 2025Q2: 29,141 shares; 2025Q3: 22,594 shares; 2025Q4: 21,642 shares 21,642 $582K 0.08% -952 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: 15,184 shares; 2024Q4: 14,379 shares; 2025Q1: 13,106 shares; 2025Q2: 13,084 shares; 2025Q3: 12,629 shares; 2025Q4: 8,546 shares 8,546 $582K 0.08% -4,083 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: 2,259 shares; 2024Q4: 2,233 shares; 2025Q1: 2,101 shares; 2025Q2: 2,225 shares; 2025Q3: 1,996 shares; 2025Q4: 1,964 shares 1,964 $567K 0.08% -32 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: 6,981 shares; 2024Q4: 6,727 shares; 2025Q1: 6,511 shares; 2025Q2: 6,496 shares; 2025Q3: 6,923 shares; 2025Q4: 6,990 shares 6,990 $552K 0.08% +67 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: 5,316 shares; 2024Q4: 4,900 shares; 2025Q1: 4,949 shares; 2025Q2: 4,938 shares; 2025Q3: 4,788 shares; 2025Q4: 4,788 shares 4,788 $552K 0.08% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,261 shares; 2024Q4: 15,650 shares; 2025Q1: 19,225 shares; 2025Q2: 13,290 shares; 2025Q3: 13,900 shares; 2025Q4: 14,950 shares 14,950 $552K 0.08% +1,050 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: 1,928 shares; 2024Q4: 1,897 shares; 2025Q1: 1,921 shares; 2025Q2: 1,923 shares; 2025Q3: 1,924 shares; 2025Q4: 1,926 shares 1,926 $530K 0.07% +2 Timeline PNQI 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: 10,591 shares; 2024Q4: 9,721 shares; 2025Q1: 9,721 shares; 2025Q2: 9,721 shares; 2025Q3: 9,621 shares; 2025Q4: 9,280 shares 9,280 $501K 0.07% -341 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: 6,838 shares; 2024Q4: 6,725 shares; 2025Q1: 6,180 shares; 2025Q2: 5,773 shares; 2025Q3: 5,926 shares; 2025Q4: 5,998 shares 5,998 $482K 0.07% +72 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,022 shares; 2024Q4: 6,022 shares; 2025Q1: 6,022 shares; 2025Q2: 6,041 shares; 2025Q3: 6,306 shares; 2025Q4: 6,520 shares 6,520 $480K 0.07% +214 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: 3,883 shares; 2024Q4: 3,908 shares; 2025Q1: 3,914 shares; 2025Q2: 3,922 shares; 2025Q3: 3,929 shares; 2025Q4: 3,944 shares 3,944 $474K 0.07% +15 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: 1,650 shares; 2024Q4: 1,639 shares; 2025Q1: 1,610 shares; 2025Q2: 1,526 shares; 2025Q3: 1,507 shares; 2025Q4: 1,455 shares 1,455 $471K 0.07% -52 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,112 shares; 2025Q3: 1,159 shares; 2025Q4: 1,221 shares 1,221 $468K 0.07% +62 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: 2,403 shares; 2024Q4: 2,406 shares; 2025Q1: 2,568 shares; 2025Q2: 2,865 shares; 2025Q3: 2,736 shares; 2025Q4: 2,916 shares 2,916 $468K 0.07% +180 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,706 shares; 2024Q4: 4,669 shares; 2025Q1: 4,624 shares; 2025Q2: 4,624 shares; 2025Q3: 4,624 shares; 2025Q4: 4,624 shares 4,624 $462K 0.06% 0 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: 2,501 shares; 2024Q4: 2,503 shares; 2025Q1: 2,839 shares; 2025Q2: 2,381 shares; 2025Q3: 2,383 shares; 2025Q4: 2,388 shares 2,388 $456K 0.06% +5 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: 1,310 shares; 2024Q4: 1,344 shares; 2025Q1: 1,381 shares; 2025Q2: 1,547 shares; 2025Q3: 1,540 shares; 2025Q4: 3,167 shares 3,167 $456K 0.06% +1,627 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: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,000 shares; 2025Q3: 2,012 shares; 2025Q4: 3,230 shares 3,230 $442K 0.06% +1,218 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: 629 shares; 2024Q4: 626 shares; 2025Q1: 699 shares; 2025Q2: 667 shares; 2025Q3: 620 shares; 2025Q4: 578 shares 578 $436K 0.06% -42 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: 1,996 shares; 2024Q4: 2,161 shares; 2025Q1: 2,162 shares; 2025Q2: 2,046 shares; 2025Q3: 2,045 shares; 2025Q4: 2,045 shares 2,045 $434K 0.06% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,862 shares; 2025Q3: 2,812 shares; 2025Q4: 2,592 shares 2,592 $420K 0.06% -220 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: 20,057 shares; 2024Q4: 16,307 shares; 2025Q1: 17,076 shares; 2025Q2: 16,537 shares; 2025Q3: 16,850 shares; 2025Q4: 16,694 shares 16,694 $416K 0.06% -156 Timeline BBJP 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: not reported; 2025Q2: 6,303 shares; 2025Q3: 6,303 shares; 2025Q4: 6,303 shares 6,303 $415K 0.06% 0 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: 1,757 shares; 2024Q4: 1,803 shares; 2025Q1: 1,884 shares; 2025Q2: 1,849 shares; 2025Q3: 1,849 shares; 2025Q4: 1,902 shares 1,902 $413K 0.06% +53 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,325 shares; 2025Q3: 6,742 shares; 2025Q4: 6,742 shares 6,742 $405K 0.06% 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: 8,114 shares; 2024Q4: 7,045 shares; 2025Q1: 6,984 shares; 2025Q2: 6,447 shares; 2025Q3: 6,245 shares; 2025Q4: 3,970 shares 3,970 $400K 0.06% -2,275 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,111 shares; 2024Q4: 3,161 shares; 2025Q1: 3,082 shares; 2025Q2: 3,051 shares; 2025Q3: 3,119 shares; 2025Q4: 3,124 shares 3,124 $384K 0.05% +5 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: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,556 shares; 2025Q2: 4,556 shares; 2025Q3: 4,556 shares; 2025Q4: 4,556 shares 4,556 $382K 0.05% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,117 shares; 2025Q3: 2,182 shares; 2025Q4: 2,335 shares 2,335 $380K 0.05% +153 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: 2,057 shares; 2024Q4: 2,063 shares; 2025Q1: 1,962 shares; 2025Q2: 1,969 shares; 2025Q3: 1,976 shares; 2025Q4: 1,981 shares 1,981 $380K 0.05% +5 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,002 shares; 2024Q4: 3,807 shares; 2025Q1: 3,329 shares; 2025Q2: 9,227 shares; 2025Q3: 3,370 shares; 2025Q4: 2,351 shares 2,351 $378K 0.05% -1,019 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: 702 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 673 shares; 2025Q4: 767 shares 767 $374K 0.05% +94 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: 9,894 shares; 2024Q4: 5,296 shares; 2025Q1: 4,657 shares; 2025Q2: 4,901 shares; 2025Q3: 4,695 shares; 2025Q4: 4,648 shares 4,648 $373K 0.05% -47 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 547 shares; 2025Q3: 439 shares; 2025Q4: 419 shares 419 $368K 0.05% -20 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: 3,187 shares; 2024Q4: 3,100 shares; 2025Q1: 3,107 shares; 2025Q2: 3,121 shares; 2025Q3: 3,134 shares; 2025Q4: 3,145 shares 3,145 $365K 0.05% +11 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: 930 shares; 2024Q4: 888 shares; 2025Q1: 850 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 820 shares 820 $365K 0.05% -2 Timeline RFG 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: 7,135 shares; 2025Q2: 7,135 shares; 2025Q3: 7,135 shares; 2025Q4: 6,903 shares 6,903 $362K 0.05% -232 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,658 shares; 2025Q2: 1,658 shares; 2025Q3: 1,658 shares; 2025Q4: 1,658 shares 1,658 $360K 0.05% 0 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: 548 shares; 2024Q4: 548 shares; 2025Q1: 581 shares; 2025Q2: 574 shares; 2025Q3: 588 shares; 2025Q4: 605 shares 605 $351K 0.05% +17 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,327 shares; 2024Q4: 4,202 shares; 2025Q1: 4,235 shares; 2025Q2: 3,932 shares; 2025Q3: 3,862 shares; 2025Q4: 3,938 shares 3,938 $344K 0.05% +76 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: 3,894 shares; 2024Q4: 3,944 shares; 2025Q1: 3,993 shares; 2025Q2: 3,493 shares; 2025Q3: not reported; 2025Q4: 3,486 shares 3,486 $341K 0.05% 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: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,150 shares; 2025Q2: 9,086 shares; 2025Q3: 9,086 shares; 2025Q4: 9,086 shares 9,086 $329K 0.05% 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: 6,626 shares; 2024Q4: 5,410 shares; 2025Q1: 6,190 shares; 2025Q2: 5,382 shares; 2025Q3: 5,064 shares; 2025Q4: 5,090 shares 5,090 $324K 0.05% +26 Timeline VRP 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: 39,612 shares; 2024Q4: 35,434 shares; 2025Q1: 17,051 shares; 2025Q2: 14,733 shares; 2025Q3: 13,600 shares; 2025Q4: 13,208 shares 13,208 $321K 0.04% -392 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $321K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,101 shares 1,101 $314K 0.04% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 494 shares; 2025Q1: 494 shares; 2025Q2: 501 shares; 2025Q3: 494 shares; 2025Q4: 499 shares 499 $311K 0.04% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,494 shares; 2025Q4: 1,490 shares 1,490 $310K 0.04% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,316 shares; 2025Q3: 4,206 shares; 2025Q4: 4,206 shares 4,206 $309K 0.04% 0 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,573 shares; 2024Q4: 2,573 shares; 2025Q1: 2,573 shares; 2025Q2: 2,573 shares; 2025Q3: 2,573 shares; 2025Q4: 2,573 shares 2,573 $305K 0.04% 0 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: 4,717 shares; 2024Q4: 4,717 shares; 2025Q1: 4,816 shares; 2025Q2: 8,262 shares; 2025Q3: 7,562 shares; 2025Q4: 7,562 shares 7,562 $303K 0.04% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,557 shares; 2025Q4: 2,467 shares 2,467 $301K 0.04% -90 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: 475 shares; 2024Q4: not reported; 2025Q1: 230 shares; 2025Q2: 227 shares; 2025Q3: 312 shares; 2025Q4: 3,195 shares 3,195 $300K 0.04% +2,883 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 237 shares; 2025Q4: 277 shares 277 $296K 0.04% +40 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,451 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares 1,440 $295K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,344 shares; 2025Q3: 1,320 shares; 2025Q4: 1,475 shares 1,475 $295K 0.04% +155 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 290 shares 290 $293K 0.04% -17 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $285K 0.04% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,772 shares 1,772 $284K 0.04% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 910 shares; 2024Q4: 714 shares; 2025Q1: not reported; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 721 shares 721 $281K 0.04% 0 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: 2,685 shares; 2024Q4: 2,654 shares; 2025Q1: 2,686 shares; 2025Q2: 2,654 shares; 2025Q3: 2,654 shares; 2025Q4: 2,654 shares 2,654 $280K 0.04% 0 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS 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: not reported; 2025Q3: not reported; 2025Q4: 3,474 shares 3,474 $278K 0.04% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,002 shares; 2025Q3: 1,502 shares; 2025Q4: 1,502 shares 1,502 $277K 0.04% 0 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,594 shares; 2024Q4: 4,668 shares; 2025Q1: 3,460 shares; 2025Q2: 3,416 shares; 2025Q3: 3,434 shares; 2025Q4: 3,476 shares 3,476 $277K 0.04% +42 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: 6,249 shares; 2024Q4: 5,729 shares; 2025Q1: 6,685 shares; 2025Q2: 6,088 shares; 2025Q3: 5,931 shares; 2025Q4: 3,121 shares 3,121 $276K 0.04% -2,810 Timeline LPTH LIGHTPATH TECHNOLOGIES INC More: the full row for LIGHTPATH TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,800 shares; 2024Q4: 28,000 shares; 2025Q1: 32,150 shares; 2025Q2: 32,295 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $270K 0.04% 0 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: 4,278 shares; 2024Q4: 4,216 shares; 2025Q1: 4,216 shares; 2025Q2: 4,216 shares; 2025Q3: 4,216 shares; 2025Q4: 4,216 shares 4,216 $269K 0.04% 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: 2,632 shares; 2024Q4: 2,600 shares; 2025Q1: 2,639 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares 2,600 $266K 0.04% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V 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: 1,546 shares; 2025Q3: 1,470 shares; 2025Q4: 1,220 shares 1,220 $265K 0.04% -250 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: 2,728 shares; 2024Q4: 2,728 shares; 2025Q1: 2,728 shares; 2025Q2: 2,728 shares; 2025Q3: 2,728 shares; 2025Q4: 2,728 shares 2,728 $264K 0.04% 0 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: 2,445 shares; 2024Q4: 2,445 shares; 2025Q1: 2,445 shares; 2025Q2: 2,708 shares; 2025Q3: 2,708 shares; 2025Q4: 1,863 shares 1,863 $263K 0.04% -845 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,061 shares; 2024Q4: 5,063 shares; 2025Q1: 4,674 shares; 2025Q2: 4,676 shares; 2025Q3: 4,677 shares; 2025Q4: 4,679 shares 4,679 $256K 0.04% +2 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD 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: 9,601 shares 9,601 $252K 0.04% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,154 shares; 2025Q3: 1,299 shares; 2025Q4: 1,168 shares 1,168 $251K 0.04% -131 Timeline BBEU 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: not reported; 2025Q2: 3,311 shares; 2025Q3: 3,311 shares; 2025Q4: 3,311 shares 3,311 $243K 0.03% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 303 shares; 2025Q3: 359 shares; 2025Q4: 274 shares 274 $241K 0.03% -85 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,401 shares; 2025Q1: not reported; 2025Q2: 3,221 shares; 2025Q3: 3,221 shares; 2025Q4: 3,221 shares 3,221 $239K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 2,673 shares; 2025Q1: 2,918 shares; 2025Q2: 2,915 shares; 2025Q3: 2,851 shares; 2025Q4: 2,726 shares 2,726 $238K 0.03% -125 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: 9,646 shares; 2024Q4: 18,272 shares; 2025Q1: 18,479 shares; 2025Q2: 14,715 shares; 2025Q3: 12,038 shares; 2025Q4: 9,841 shares 9,841 $237K 0.03% -2,197 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,345 shares 2,345 $235K 0.03% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 446 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 499 shares; 2025Q4: 498 shares 498 $234K 0.03% -1 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,111 shares 1,111 $232K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 4,833 shares; 2025Q1: 4,571 shares; 2025Q2: 4,667 shares; 2025Q3: 4,533 shares; 2025Q4: 4,279 shares 4,279 $231K 0.03% -254 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,198 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,568 shares; 2025Q3: 6,483 shares; 2025Q4: 6,558 shares 6,558 $228K 0.03% +75 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares 500 $227K 0.03% 0 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: 2,375 shares; 2024Q4: 2,375 shares; 2025Q1: 2,284 shares; 2025Q2: 2,284 shares; 2025Q3: 2,284 shares; 2025Q4: 2,284 shares 2,284 $227K 0.03% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,178 shares; 2025Q2: 2,194 shares; 2025Q3: 2,474 shares; 2025Q4: 2,517 shares 2,517 $226K 0.03% +43 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,955 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,128 shares; 2025Q4: 7,180 shares 7,180 $226K 0.03% +52 Timeline KBWB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,662 shares; 2025Q4: 2,662 shares 2,662 $224K 0.03% 0 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: not reported; 2024Q4: 1,082 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 1,097 shares; 2025Q4: 1,097 shares 1,097 $223K 0.03% 0 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: 5,040 shares; 2024Q4: 4,631 shares; 2025Q1: 3,909 shares; 2025Q2: 3,909 shares; 2025Q3: 4,090 shares; 2025Q4: 4,190 shares 4,190 $221K 0.03% +100 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL 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: 115 shares; 2025Q2: 112 shares; 2025Q3: not reported; 2025Q4: 102 shares 102 $219K 0.03% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 269 shares 269 $218K 0.03% +1 Timeline PHYS 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,520 shares 6,520 $215K 0.03% new Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,215 shares; 2025Q1: 1,240 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 745 shares 745 $215K 0.03% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL 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: 1,685 shares; 2025Q4: 1,605 shares 1,605 $208K 0.03% -80 Timeline IJT 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: 1,469 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,469 shares; 2025Q4: 1,469 shares 1,469 $207K 0.03% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,027 shares 1,027 $204K 0.03% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,021 shares 2,021 $202K 0.03% new Timeline BBCA 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,161 shares 2,161 $201K 0.03% new Timeline STE STERIS PLC More: the full row for STERIS 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: 943 shares; 2025Q3: 819 shares; 2025Q4: 789 shares 789 $200K 0.03% -30 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,344 shares; 2024Q4: 22,109 shares; 2025Q1: 22,930 shares; 2025Q2: 23,600 shares; 2025Q3: 24,289 shares; 2025Q4: 25,279 shares 25,279 $55.1K 0.01% +990 Timeline