DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,055,187 shares; 2024Q4: 3,168,271 shares; 2025Q1: 3,290,013 shares; 2025Q2: 3,389,273 shares; 2025Q3: 3,451,406 shares 3,451,406 $133M 7.79% +62,133 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,781,925 shares; 2024Q4: 3,795,593 shares; 2025Q1: 3,817,600 shares; 2025Q2: 3,792,745 shares; 2025Q3: 3,770,416 shares 3,770,416 $118M 6.92% -22,329 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,404,656 shares; 2024Q4: 1,401,173 shares; 2025Q1: 1,387,839 shares; 2025Q2: 1,411,720 shares; 2025Q3: 1,404,306 shares 1,404,306 $102M 5.95% -7,414 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,246 shares; 2024Q4: 215,164 shares; 2025Q1: 207,639 shares; 2025Q2: 206,774 shares; 2025Q3: 202,607 shares 202,607 $74M 4.33% -4,167 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565,294 shares; 2024Q4: 563,712 shares; 2025Q1: 586,372 shares; 2025Q2: 594,977 shares; 2025Q3: 613,711 shares 613,711 $61.5M 3.6% +18,734 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,547 shares; 2024Q4: 106,534 shares; 2025Q1: 105,880 shares; 2025Q2: 105,188 shares; 2025Q3: 104,300 shares 104,300 $52.4M 3.07% -888 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,825 shares; 2024Q4: 71,678 shares; 2025Q1: 76,093 shares; 2025Q2: 77,357 shares; 2025Q3: 75,605 shares 75,605 $50.6M 2.96% -1,752 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 688,561 shares; 2024Q4: 698,601 shares; 2025Q1: 698,268 shares; 2025Q2: 695,131 shares; 2025Q3: 695,193 shares 695,193 $45.4M 2.65% +62 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,023 shares; 2024Q4: 90,911 shares; 2025Q1: 94,488 shares; 2025Q2: 89,833 shares; 2025Q3: 87,519 shares 87,519 $41M 2.4% -2,314 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,389 shares; 2024Q4: 495,989 shares; 2025Q1: 499,700 shares; 2025Q2: 383,282 shares; 2025Q3: 375,677 shares 375,677 $40M 2.34% -7,605 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796,682 shares; 2024Q4: 783,483 shares; 2025Q1: 797,763 shares; 2025Q2: 814,027 shares; 2025Q3: 771,072 shares 771,072 $38.6M 2.26% -42,955 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,006,310 shares; 2024Q4: 1,032,249 shares; 2025Q1: 1,034,561 shares; 2025Q2: 1,008,980 shares; 2025Q3: 1,000,974 shares 1,000,974 $36.4M 2.13% -8,006 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,771 shares; 2024Q4: 307,050 shares; 2025Q1: 309,818 shares; 2025Q2: 305,271 shares; 2025Q3: 301,457 shares 301,457 $35.8M 2.1% -3,814 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,579 shares; 2024Q4: 446,996 shares; 2025Q1: 465,659 shares; 2025Q2: 485,960 shares; 2025Q3: 490,932 shares 490,932 $29.4M 1.72% +4,972 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,049 shares; 2024Q4: 137,214 shares; 2025Q1: 121,821 shares; 2025Q2: 115,223 shares; 2025Q3: 114,826 shares 114,826 $29.2M 1.71% -397 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,572 shares; 2024Q4: 313,099 shares; 2025Q1: 316,032 shares; 2025Q2: 324,150 shares; 2025Q3: 328,133 shares 328,133 $28.6M 1.68% +3,983 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,322 shares; 2024Q4: 132,779 shares; 2025Q1: 130,444 shares; 2025Q2: 129,631 shares; 2025Q3: 127,409 shares 127,409 $26.3M 1.54% -2,222 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,094 shares; 2024Q4: 286,679 shares; 2025Q1: 298,918 shares; 2025Q2: 299,338 shares; 2025Q3: 322,562 shares 322,562 $21.3M 1.24% +23,224 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682,074 shares; 2024Q4: 673,699 shares; 2025Q1: 675,808 shares; 2025Q2: 670,251 shares; 2025Q3: 667,411 shares 667,411 $21M 1.23% -2,840 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,694 shares; 2024Q4: 332,403 shares; 2025Q1: 344,331 shares; 2025Q2: 414,266 shares; 2025Q3: 457,644 shares 457,644 $20.9M 1.23% +43,378 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,411 shares; 2024Q4: 253,320 shares; 2025Q1: 252,275 shares; 2025Q2: 258,269 shares; 2025Q3: 260,328 shares 260,328 $19.4M 1.13% +2,059 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,069 shares; 2024Q4: 161,030 shares; 2025Q1: 151,593 shares; 2025Q2: 144,551 shares; 2025Q3: 147,385 shares 147,385 $17.8M 1.04% +2,834 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,911 shares; 2024Q4: 54,289 shares; 2025Q1: 50,465 shares; 2025Q2: 50,345 shares; 2025Q3: 49,974 shares 49,974 $16.4M 0.96% -371 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,412 shares; 2024Q4: 269,776 shares; 2025Q1: 291,172 shares; 2025Q2: 292,252 shares; 2025Q3: 319,797 shares 319,797 $16.2M 0.95% +27,545 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,640 shares; 2024Q4: 21,707 shares; 2025Q1: 21,556 shares; 2025Q2: 22,002 shares; 2025Q3: 22,241 shares 22,241 $14.8M 0.87% +239 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,516 shares; 2024Q4: 34,892 shares; 2025Q1: 34,633 shares; 2025Q2: 34,275 shares; 2025Q3: 37,951 shares 37,951 $14.4M 0.84% +3,676 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares 19 $14.3M 0.84% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,623 shares; 2024Q4: 227,960 shares; 2025Q1: 240,765 shares; 2025Q2: 250,180 shares; 2025Q3: 256,766 shares 256,766 $13.9M 0.81% +6,586 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,721 shares; 2024Q4: 66,250 shares; 2025Q1: 65,020 shares; 2025Q2: 64,003 shares; 2025Q3: 63,542 shares 63,542 $13.7M 0.8% -461 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,506 shares; 2024Q4: 20,926 shares; 2025Q1: 20,993 shares; 2025Q2: 25,067 shares; 2025Q3: 25,472 shares 25,472 $13.2M 0.77% +405 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,579 shares; 2024Q4: 166,967 shares; 2025Q1: 165,886 shares; 2025Q2: 164,724 shares; 2025Q3: 164,355 shares 164,355 $12.1M 0.71% -369 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,417 shares; 2024Q4: 323,730 shares; 2025Q1: 316,310 shares; 2025Q2: 251,420 shares; 2025Q3: 239,572 shares 239,572 $10.9M 0.64% -11,848 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,028 shares; 2024Q4: 46,109 shares; 2025Q1: 46,080 shares; 2025Q2: 48,025 shares; 2025Q3: 53,418 shares 53,418 $10.9M 0.64% +5,393 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,862 shares; 2024Q4: 89,125 shares; 2025Q1: 84,784 shares; 2025Q2: 81,403 shares; 2025Q3: 83,634 shares 83,634 $9.25M 0.54% +2,231 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,395 shares; 2024Q4: 97,775 shares; 2025Q1: 103,582 shares; 2025Q2: 105,660 shares; 2025Q3: 110,597 shares 110,597 $9.18M 0.54% +4,937 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,844 shares; 2024Q4: 93,737 shares; 2025Q1: 93,542 shares; 2025Q2: 91,960 shares; 2025Q3: 95,025 shares 95,025 $9.11M 0.53% +3,065 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,165 shares; 2024Q4: 50,356 shares; 2025Q1: 52,980 shares; 2025Q2: 75,300 shares; 2025Q3: 84,627 shares 84,627 $9.04M 0.53% +9,327 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,932 shares; 2024Q4: 56,067 shares; 2025Q1: 57,428 shares; 2025Q2: 58,175 shares; 2025Q3: 58,231 shares 58,231 $8.21M 0.48% +56 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,952 shares; 2024Q4: 366,413 shares; 2025Q1: 359,933 shares; 2025Q2: 347,623 shares; 2025Q3: 345,131 shares 345,131 $8.03M 0.47% -2,492 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,145 shares; 2024Q4: 55,122 shares; 2025Q1: 52,487 shares; 2025Q2: 53,800 shares; 2025Q3: 56,110 shares 56,110 $7.94M 0.46% +2,310 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,590 shares; 2024Q4: 320,124 shares; 2025Q1: 319,145 shares; 2025Q2: 298,171 shares; 2025Q3: 298,652 shares 298,652 $7.68M 0.45% +481 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,029 shares; 2024Q4: 32,739 shares; 2025Q1: 71,893 shares; 2025Q2: 211,385 shares; 2025Q3: 230,051 shares 230,051 $7.54M 0.44% +18,666 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,617 shares; 2024Q4: 30,282 shares; 2025Q1: 30,220 shares; 2025Q2: 29,836 shares; 2025Q3: 30,597 shares 30,597 $7.44M 0.44% +761 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,830 shares; 2024Q4: 153,076 shares; 2025Q1: 148,069 shares; 2025Q2: 154,588 shares; 2025Q3: 166,241 shares 166,241 $7.22M 0.42% +11,653 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,921 shares; 2024Q4: 10,559 shares; 2025Q1: 11,082 shares; 2025Q2: 11,728 shares; 2025Q3: 11,033 shares 11,033 $6.76M 0.4% -695 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,995 shares; 2024Q4: 28,152 shares; 2025Q1: 24,639 shares; 2025Q2: 26,597 shares; 2025Q3: 27,895 shares 27,895 $6.75M 0.39% +1,298 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,655 shares; 2024Q4: 179,074 shares; 2025Q1: 159,185 shares; 2025Q2: 151,338 shares; 2025Q3: 150,930 shares 150,930 $6.75M 0.39% -408 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,373 shares; 2024Q4: 222,770 shares; 2025Q1: 215,359 shares; 2025Q2: 214,541 shares; 2025Q3: 210,694 shares 210,694 $6.72M 0.39% -3,847 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,123 shares; 2024Q4: 22,036 shares; 2025Q1: 26,104 shares; 2025Q2: 34,315 shares; 2025Q3: 134,934 shares 134,934 $6.42M 0.38% +100,619 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,745 shares; 2024Q4: 41,776 shares; 2025Q1: 42,088 shares; 2025Q2: 42,981 shares; 2025Q3: 48,972 shares 48,972 $6.35M 0.37% +5,991 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,697 shares; 2024Q4: 21,998 shares; 2025Q1: 21,397 shares; 2025Q2: 20,253 shares; 2025Q3: 21,893 shares 21,893 $6.17M 0.36% +1,640 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,404 shares; 2024Q4: 25,629 shares; 2025Q1: 25,462 shares; 2025Q2: 25,297 shares; 2025Q3: 25,228 shares 25,228 $6.14M 0.36% -69 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,416 shares; 2024Q4: 27,261 shares; 2025Q1: 28,556 shares; 2025Q2: 28,556 shares; 2025Q3: 28,626 shares 28,626 $5.99M 0.35% +70 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,621 shares; 2024Q4: 30,287 shares; 2025Q1: 30,792 shares; 2025Q2: 30,287 shares; 2025Q3: 31,271 shares 31,271 $5.8M 0.34% +984 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,318 shares; 2024Q4: 112,558 shares; 2025Q1: 135,459 shares; 2025Q2: 138,119 shares; 2025Q3: 133,655 shares 133,655 $5.63M 0.33% -4,464 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,045 shares; 2024Q4: 176,311 shares; 2025Q1: 171,610 shares; 2025Q2: 166,552 shares; 2025Q3: 163,004 shares 163,004 $5.44M 0.32% -3,548 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,255 shares; 2024Q4: 104,733 shares; 2025Q1: 101,891 shares; 2025Q2: 101,306 shares; 2025Q3: 101,331 shares 101,331 $5.3M 0.31% +25 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,419 shares; 2024Q4: 8,617 shares; 2025Q1: 8,893 shares; 2025Q2: 8,936 shares; 2025Q3: 8,794 shares 8,794 $5.28M 0.31% -142 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,009 shares; 2024Q4: 22,803 shares; 2025Q1: 20,965 shares; 2025Q2: 21,480 shares; 2025Q3: 22,823 shares 22,823 $5.01M 0.29% +1,343 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,897 shares; 2024Q4: 53,886 shares; 2025Q1: 55,919 shares; 2025Q2: 65,079 shares; 2025Q3: 67,514 shares 67,514 $4.96M 0.29% +2,435 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,160 shares; 2024Q4: 77,903 shares; 2025Q1: 75,391 shares; 2025Q2: 74,136 shares; 2025Q3: 74,250 shares 74,250 $4.92M 0.29% +114 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,110 shares; 2024Q4: 44,468 shares; 2025Q1: 42,199 shares; 2025Q2: 44,362 shares; 2025Q3: 57,062 shares 57,062 $4.83M 0.28% +12,700 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,939 shares; 2024Q4: 48,284 shares; 2025Q1: 48,409 shares; 2025Q2: 48,513 shares; 2025Q3: 47,423 shares 47,423 $4.43M 0.26% -1,090 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,239 shares; 2024Q4: 28,667 shares; 2025Q1: 28,932 shares; 2025Q2: 28,392 shares; 2025Q3: 28,177 shares 28,177 $4.33M 0.25% -215 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,368 shares; 2024Q4: 101,858 shares; 2025Q1: 100,215 shares; 2025Q2: 97,532 shares; 2025Q3: 93,509 shares 93,509 $4.28M 0.25% -4,023 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,470 shares; 2024Q4: 72,587 shares; 2025Q1: 72,685 shares; 2025Q2: 75,252 shares; 2025Q3: 77,098 shares 77,098 $4.15M 0.24% +1,846 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,989 shares; 2024Q4: 48,605 shares; 2025Q1: 71,275 shares; 2025Q2: 120,601 shares; 2025Q3: 124,560 shares 124,560 $3.99M 0.23% +3,959 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,404 shares; 2024Q4: 126,074 shares; 2025Q1: 124,008 shares; 2025Q2: 124,058 shares; 2025Q3: 126,558 shares 126,558 $3.96M 0.23% +2,500 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,111 shares; 2024Q4: 35,890 shares; 2025Q1: 35,037 shares; 2025Q2: 34,041 shares; 2025Q3: 33,879 shares 33,879 $3.82M 0.22% -162 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,842 shares; 2024Q4: 9,964 shares; 2025Q1: 13,586 shares; 2025Q2: 12,992 shares; 2025Q3: 12,891 shares 12,891 $3.64M 0.21% -101 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,228 shares; 2025Q2: 51,154 shares; 2025Q3: 45,031 shares 45,031 $3.61M 0.21% -6,123 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,247 shares; 2024Q4: 15,947 shares; 2025Q1: 16,101 shares; 2025Q2: 17,747 shares; 2025Q3: 18,990 shares 18,990 $3.54M 0.21% +1,243 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,793 shares; 2024Q4: 16,602 shares; 2025Q1: 16,602 shares; 2025Q2: 16,602 shares; 2025Q3: 16,602 shares 16,602 $3.47M 0.2% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,962 shares; 2024Q4: 34,962 shares; 2025Q1: 32,146 shares; 2025Q2: 31,722 shares; 2025Q3: 33,180 shares 33,180 $3.42M 0.2% +1,458 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,008 shares; 2024Q4: 2,065 shares; 2025Q1: 18,327 shares; 2025Q2: 18,142 shares; 2025Q3: 18,229 shares 18,229 $3.4M 0.2% +87 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,266 shares; 2024Q4: 22,944 shares; 2025Q1: 22,973 shares; 2025Q2: 23,353 shares; 2025Q3: 23,408 shares 23,408 $3.33M 0.19% +55 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,278 shares; 2024Q4: 44,154 shares; 2025Q1: 51,582 shares; 2025Q2: 48,253 shares; 2025Q3: 54,261 shares 54,261 $3.21M 0.19% +6,008 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,961 shares; 2024Q4: 2,961 shares; 2025Q1: 2,953 shares; 2025Q2: 2,948 shares; 2025Q3: 2,938 shares 2,938 $3.17M 0.19% -10 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,288 shares; 2024Q4: 5,456 shares; 2025Q1: 5,816 shares; 2025Q2: 5,529 shares; 2025Q3: 9,452 shares 9,452 $3.15M 0.18% +3,923 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,445 shares; 2025Q3: 59,753 shares 59,753 $3.02M 0.18% +43,308 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,241 shares; 2024Q4: 3,246 shares; 2025Q1: 5,831 shares; 2025Q2: 5,957 shares; 2025Q3: 6,133 shares 6,133 $2.93M 0.17% +176 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,712 shares; 2024Q4: 67,746 shares; 2025Q1: 67,332 shares; 2025Q2: 65,811 shares; 2025Q3: 66,814 shares 66,814 $2.86M 0.17% +1,003 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,363 shares; 2024Q4: 27,673 shares; 2025Q1: 27,678 shares; 2025Q2: 27,665 shares; 2025Q3: 29,410 shares 29,410 $2.86M 0.17% +1,745 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,983 shares; 2024Q4: 10,984 shares; 2025Q1: 10,131 shares; 2025Q2: 10,336 shares; 2025Q3: 10,838 shares 10,838 $2.76M 0.16% +502 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,274 shares; 2024Q4: 6,225 shares; 2025Q1: 6,100 shares; 2025Q2: 6,140 shares; 2025Q3: 6,759 shares 6,759 $2.74M 0.16% +619 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,579 shares; 2024Q4: 19,632 shares; 2025Q1: 19,950 shares; 2025Q2: 18,943 shares; 2025Q3: 19,204 shares 19,204 $2.67M 0.16% +261 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,458 shares; 2024Q4: 15,859 shares; 2025Q1: 16,192 shares; 2025Q2: 16,052 shares; 2025Q3: 16,958 shares 16,958 $2.63M 0.15% +906 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,595 shares; 2024Q4: 8,595 shares; 2025Q1: 8,595 shares; 2025Q2: 8,595 shares; 2025Q3: 8,595 shares 8,595 $2.6M 0.15% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,645 shares; 2024Q4: 60,893 shares; 2025Q1: 59,641 shares; 2025Q2: 57,268 shares; 2025Q3: 56,272 shares 56,272 $2.56M 0.15% -996 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,983 shares; 2024Q4: 27,983 shares; 2025Q1: 27,989 shares; 2025Q2: 27,983 shares; 2025Q3: 27,997 shares 27,997 $2.54M 0.15% +14 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,371 shares; 2024Q4: 20,002 shares; 2025Q1: 20,691 shares; 2025Q2: 26,525 shares; 2025Q3: 26,115 shares 26,115 $2.52M 0.15% -410 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,994 shares; 2024Q4: 61,197 shares; 2025Q1: 57,713 shares; 2025Q2: 57,746 shares; 2025Q3: 54,942 shares 54,942 $2.48M 0.15% -2,804 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 2,629 shares; 2025Q1: 2,591 shares; 2025Q2: 2,613 shares; 2025Q3: 2,648 shares 2,648 $2.45M 0.14% +35 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,842 shares; 2024Q4: 2,878 shares; 2025Q1: 2,868 shares; 2025Q2: 2,844 shares; 2025Q3: 3,069 shares 3,069 $2.44M 0.14% +225 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,214 shares; 2024Q4: 39,809 shares; 2025Q1: 38,486 shares; 2025Q2: 37,985 shares; 2025Q3: 37,441 shares 37,441 $2.43M 0.14% -544 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,012 shares; 2024Q4: 21,543 shares; 2025Q1: 27,648 shares; 2025Q2: 27,648 shares; 2025Q3: 30,988 shares 30,988 $2.42M 0.14% +3,340 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,182 shares; 2024Q4: 10,173 shares; 2025Q1: 9,901 shares; 2025Q2: 10,015 shares; 2025Q3: 10,294 shares 10,294 $2.38M 0.14% +279 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,708 shares; 2024Q4: 17,304 shares; 2025Q1: 17,623 shares; 2025Q2: 16,964 shares; 2025Q3: 16,863 shares 16,863 $2.37M 0.14% -101 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,364 shares; 2024Q4: 7,320 shares; 2025Q1: 7,272 shares; 2025Q2: 7,267 shares; 2025Q3: 7,713 shares 7,713 $2.34M 0.14% +446 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,035 shares; 2024Q4: 25,025 shares; 2025Q1: 25,251 shares; 2025Q2: 24,963 shares; 2025Q3: 24,519 shares 24,519 $2.34M 0.14% -444 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,981 shares; 2024Q4: 7,439 shares; 2025Q1: 7,862 shares; 2025Q2: 7,897 shares; 2025Q3: 7,324 shares 7,324 $2.31M 0.14% -573 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,285 shares; 2024Q4: 7,267 shares; 2025Q1: 7,400 shares; 2025Q2: 7,413 shares; 2025Q3: 7,398 shares 7,398 $2.17M 0.13% -15 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,679 shares; 2024Q4: 98,025 shares; 2025Q1: 96,485 shares; 2025Q2: 85,500 shares; 2025Q3: 83,925 shares 83,925 $2.15M 0.13% -1,575 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,559 shares; 2024Q4: 27,439 shares; 2025Q1: 28,435 shares; 2025Q2: 28,573 shares; 2025Q3: 32,205 shares 32,205 $2.14M 0.12% +3,632 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,533 shares; 2024Q4: 9,450 shares; 2025Q1: 9,639 shares; 2025Q2: 9,303 shares; 2025Q3: 9,867 shares 9,867 $2.08M 0.12% +564 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,010 shares; 2024Q4: 17,148 shares; 2025Q1: 17,705 shares; 2025Q2: 18,552 shares; 2025Q3: 23,065 shares 23,065 $2.06M 0.12% +4,513 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,341 shares; 2024Q4: 10,411 shares; 2025Q1: 10,005 shares; 2025Q2: 9,788 shares; 2025Q3: 10,223 shares 10,223 $2.05M 0.12% +435 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,632 shares; 2024Q4: 71,718 shares; 2025Q1: 69,493 shares; 2025Q2: 64,068 shares; 2025Q3: 71,330 shares 71,330 $2.01M 0.12% +7,262 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,662 shares; 2024Q4: 73,441 shares; 2025Q1: 70,540 shares; 2025Q2: 71,674 shares; 2025Q3: 71,027 shares 71,027 $1.98M 0.12% -647 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,285 shares; 2024Q4: 70,744 shares; 2025Q1: 71,175 shares; 2025Q2: 73,022 shares; 2025Q3: 73,513 shares 73,513 $1.94M 0.11% +491 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,341 shares; 2024Q4: 5,320 shares; 2025Q1: 5,011 shares; 2025Q2: 4,949 shares; 2025Q3: 5,618 shares 5,618 $1.92M 0.11% +669 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,683 shares; 2024Q4: 24,728 shares; 2025Q1: 23,948 shares; 2025Q2: 23,854 shares; 2025Q3: 23,284 shares 23,284 $1.88M 0.11% -570 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,081 shares; 2024Q4: 5,409 shares; 2025Q1: 13,001 shares; 2025Q2: 13,015 shares; 2025Q3: 17,568 shares 17,568 $1.81M 0.11% +4,553 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,831 shares; 2024Q4: 16,088 shares; 2025Q1: 17,204 shares; 2025Q2: 16,606 shares; 2025Q3: 9,102 shares 9,102 $1.78M 0.1% -7,504 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,011 shares; 2024Q4: 5,011 shares; 2025Q1: 5,298 shares; 2025Q2: 5,298 shares; 2025Q3: 9,865 shares 9,865 $1.73M 0.1% +4,567 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,680 shares; 2024Q4: 28,682 shares; 2025Q1: 28,965 shares; 2025Q2: 25,149 shares; 2025Q3: 25,192 shares 25,192 $1.72M 0.1% +43 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 3,740 shares; 2025Q1: 3,906 shares; 2025Q2: 3,862 shares; 2025Q3: 4,839 shares 4,839 $1.72M 0.1% +977 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,527 shares; 2024Q4: 44,462 shares; 2025Q1: 44,780 shares; 2025Q2: 43,955 shares; 2025Q3: 37,248 shares 37,248 $1.72M 0.1% -6,707 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,260 shares; 2024Q4: 34,735 shares; 2025Q1: 35,380 shares; 2025Q2: 35,890 shares; 2025Q3: 35,890 shares 35,890 $1.71M 0.1% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,599 shares; 2024Q4: 31,941 shares; 2025Q1: 31,549 shares; 2025Q2: 31,697 shares; 2025Q3: 31,665 shares 31,665 $1.69M 0.1% -32 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,827 shares; 2024Q4: 56,218 shares; 2025Q1: 56,325 shares; 2025Q2: 56,433 shares; 2025Q3: 56,457 shares 56,457 $1.67M 0.1% +24 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,407 shares; 2024Q4: 18,247 shares; 2025Q1: 18,400 shares; 2025Q2: 17,946 shares; 2025Q3: 19,818 shares 19,818 $1.66M 0.1% +1,872 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 1,578 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,858 shares 20,858 $1.65M 0.1% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,936 shares; 2024Q4: 35,356 shares; 2025Q1: 33,920 shares; 2025Q2: 33,984 shares; 2025Q3: 34,083 shares 34,083 $1.58M 0.09% +99 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,848 shares; 2024Q4: 11,721 shares; 2025Q1: 11,853 shares; 2025Q2: 11,772 shares; 2025Q3: 11,744 shares 11,744 $1.57M 0.09% -28 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,518 shares; 2024Q4: 10,617 shares; 2025Q1: 10,519 shares; 2025Q2: 10,519 shares; 2025Q3: 10,519 shares 10,519 $1.52M 0.09% 0 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,997 shares; 2025Q2: 40,300 shares; 2025Q3: 39,875 shares 39,875 $1.51M 0.09% -425 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,431 shares; 2024Q4: 6,804 shares; 2025Q1: 7,883 shares; 2025Q2: 7,664 shares; 2025Q3: 7,749 shares 7,749 $1.51M 0.09% +85 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,714 shares; 2024Q4: 127,788 shares; 2025Q1: 127,827 shares; 2025Q2: 127,890 shares; 2025Q3: 127,955 shares 127,955 $1.49M 0.09% +65 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,086 shares; 2024Q4: 2,091 shares; 2025Q1: 2,147 shares; 2025Q2: 1,919 shares; 2025Q3: 2,012 shares 2,012 $1.48M 0.09% +93 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,790 shares; 2024Q4: 143,952 shares; 2025Q1: 144,119 shares; 2025Q2: 144,300 shares; 2025Q3: 144,481 shares 144,481 $1.42M 0.08% +181 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,352 shares; 2024Q4: 30,167 shares; 2025Q1: 30,040 shares; 2025Q2: 29,833 shares; 2025Q3: 30,158 shares 30,158 $1.41M 0.08% +325 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,032 shares; 2024Q4: 5,046 shares; 2025Q1: 5,051 shares; 2025Q2: 5,421 shares; 2025Q3: 22,647 shares 22,647 $1.41M 0.08% +17,226 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,908 shares; 2024Q4: 145,070 shares; 2025Q1: 145,239 shares; 2025Q2: 145,421 shares; 2025Q3: 145,605 shares 145,605 $1.41M 0.08% +184 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,206 shares; 2024Q4: 144,367 shares; 2025Q1: 144,534 shares; 2025Q2: 144,716 shares; 2025Q3: 144,902 shares 144,902 $1.4M 0.08% +186 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,341 shares; 2024Q4: 122,448 shares; 2025Q1: 122,503 shares; 2025Q2: 122,591 shares; 2025Q3: 122,681 shares 122,681 $1.4M 0.08% +90 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,146 shares; 2024Q4: 118,250 shares; 2025Q1: 118,305 shares; 2025Q2: 118,391 shares; 2025Q3: 118,480 shares 118,480 $1.39M 0.08% +89 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,872 shares; 2024Q4: 19,388 shares; 2025Q1: 19,700 shares; 2025Q2: 19,564 shares; 2025Q3: 20,105 shares 20,105 $1.38M 0.08% +541 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,650 shares; 2024Q4: 136,770 shares; 2025Q1: 136,894 shares; 2025Q2: 137,028 shares; 2025Q3: 137,524 shares 137,524 $1.37M 0.08% +496 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,997 shares; 2024Q4: 20,890 shares; 2025Q1: 20,890 shares; 2025Q2: 21,391 shares; 2025Q3: 21,406 shares 21,406 $1.36M 0.08% +15 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,948 shares; 2024Q4: 10,769 shares; 2025Q1: 10,376 shares; 2025Q2: 10,229 shares; 2025Q3: 11,830 shares 11,830 $1.35M 0.08% +1,601 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 2,646 shares; 2025Q1: 2,733 shares; 2025Q2: 2,883 shares; 2025Q3: 4,093 shares 4,093 $1.35M 0.08% +1,210 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,509 shares; 2025Q2: 1,509 shares; 2025Q3: 39,312 shares 39,312 $1.34M 0.08% +37,803 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,649 shares; 2025Q2: 16,902 shares; 2025Q3: 27,958 shares 27,958 $1.34M 0.08% +11,056 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,679 shares; 2024Q4: 9,617 shares; 2025Q1: 9,617 shares; 2025Q2: 9,617 shares; 2025Q3: 9,617 shares 9,617 $1.33M 0.08% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 675 shares; 2025Q2: 3,032 shares; 2025Q3: 3,028 shares 3,028 $1.32M 0.08% -4 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: 1,350 shares; 2025Q2: 1,467 shares; 2025Q3: 4,423 shares 4,423 $1.32M 0.08% +2,956 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,479 shares; 2024Q4: 4,652 shares; 2025Q1: 5,643 shares; 2025Q2: 5,433 shares; 2025Q3: 5,348 shares 5,348 $1.31M 0.08% -85 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,616 shares; 2024Q4: 9,940 shares; 2025Q1: 10,003 shares; 2025Q2: 8,685 shares; 2025Q3: 13,568 shares 13,568 $1.24M 0.07% +4,883 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,034 shares; 2025Q1: 2,086 shares; 2025Q2: 2,071 shares; 2025Q3: 2,053 shares 2,053 $1.22M 0.07% -18 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,546 shares; 2024Q4: 42,258 shares; 2025Q1: 43,881 shares; 2025Q2: 43,205 shares; 2025Q3: 47,690 shares 47,690 $1.22M 0.07% +4,485 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,943 shares; 2024Q4: 24,007 shares; 2025Q1: 26,740 shares; 2025Q2: 24,146 shares; 2025Q3: 27,939 shares 27,939 $1.21M 0.07% +3,793 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,531 shares; 2024Q4: 18,257 shares; 2025Q1: 18,748 shares; 2025Q2: 20,892 shares; 2025Q3: 23,278 shares 23,278 $1.2M 0.07% +2,386 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,463 shares; 2024Q4: 18,072 shares; 2025Q1: 22,983 shares; 2025Q2: 22,735 shares; 2025Q3: 27,140 shares 27,140 $1.19M 0.07% +4,405 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,071 shares; 2024Q4: 2,221 shares; 2025Q1: 2,360 shares; 2025Q2: 2,476 shares; 2025Q3: 2,410 shares 2,410 $1.12M 0.07% -66 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,034 shares; 2024Q4: 6,034 shares; 2025Q1: 6,034 shares; 2025Q2: 6,034 shares; 2025Q3: 5,617 shares 5,617 $1.07M 0.06% -417 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,920 shares; 2024Q4: 4,116 shares; 2025Q1: 4,408 shares; 2025Q2: 3,947 shares; 2025Q3: 4,928 shares 4,928 $1.06M 0.06% +981 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,200 shares; 2024Q4: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 9,200 shares; 2025Q3: 9,200 shares 9,200 $1.06M 0.06% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,817 shares; 2024Q4: 26,817 shares; 2025Q1: 25,692 shares; 2025Q2: 25,692 shares; 2025Q3: 25,692 shares 25,692 $1.05M 0.06% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,862 shares; 2024Q4: 3,862 shares; 2025Q1: 15,503 shares; 2025Q2: 13,004 shares; 2025Q3: 14,438 shares 14,438 $1.05M 0.06% +1,434 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,191 shares; 2024Q4: 14,401 shares; 2025Q1: 14,408 shares; 2025Q2: 12,363 shares; 2025Q3: 12,371 shares 12,371 $1.04M 0.06% +8 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,871 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,556 shares 11,556 $1.03M 0.06% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,252 shares; 2024Q4: 2,256 shares; 2025Q1: 2,249 shares; 2025Q2: 2,253 shares; 2025Q3: 2,256 shares 2,256 $1.03M 0.06% +3 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,596 shares; 2024Q4: 8,645 shares; 2025Q1: 8,645 shares; 2025Q2: 13,699 shares; 2025Q3: 14,171 shares 14,171 $1.01M 0.06% +472 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,469 shares; 2024Q4: 10,469 shares; 2025Q1: 11,989 shares; 2025Q2: 11,478 shares; 2025Q3: 10,107 shares 10,107 $1.01M 0.06% -1,371 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,326 shares; 2024Q4: 8,315 shares; 2025Q1: 8,368 shares; 2025Q2: 8,339 shares; 2025Q3: 8,348 shares 8,348 $939K 0.05% +9 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,781 shares; 2024Q4: 2,780 shares; 2025Q1: 2,777 shares; 2025Q2: 2,866 shares; 2025Q3: 2,873 shares 2,873 $920K 0.05% +7 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,612 shares; 2025Q1: 15,899 shares; 2025Q2: 17,866 shares; 2025Q3: 17,866 shares 17,866 $913K 0.05% 0 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,305 shares; 2024Q4: 20,323 shares; 2025Q1: 20,555 shares; 2025Q2: 20,573 shares; 2025Q3: 20,588 shares 20,588 $880K 0.05% +15 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 2,702 shares; 2025Q1: 2,528 shares; 2025Q2: 2,525 shares; 2025Q3: 2,325 shares 2,325 $870K 0.05% -200 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,852 shares; 2024Q4: 51,885 shares; 2025Q1: 51,890 shares; 2025Q2: 51,915 shares; 2025Q3: 53,647 shares 53,647 $864K 0.05% +1,732 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,237 shares; 2024Q4: 6,171 shares; 2025Q1: 6,141 shares; 2025Q2: 6,123 shares; 2025Q3: 5,950 shares 5,950 $833K 0.05% -173 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,158 shares; 2024Q4: 3,153 shares; 2025Q1: 3,116 shares; 2025Q2: 2,944 shares; 2025Q3: 3,306 shares 3,306 $815K 0.05% +362 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,136 shares; 2024Q4: 14,141 shares; 2025Q1: 14,145 shares; 2025Q2: 14,021 shares; 2025Q3: 13,982 shares 13,982 $814K 0.05% -39 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,027 shares; 2024Q4: 2,017 shares; 2025Q1: 2,098 shares; 2025Q2: 2,028 shares; 2025Q3: 2,443 shares 2,443 $804K 0.05% +415 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,161 shares; 2024Q4: 31,310 shares; 2025Q1: 32,272 shares; 2025Q2: 32,541 shares; 2025Q3: 33,885 shares 33,885 $795K 0.05% +1,344 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,014 shares; 2024Q4: 1,356 shares; 2025Q1: 2,065 shares; 2025Q2: 1,927 shares; 2025Q3: 1,774 shares 1,774 $789K 0.05% -153 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,228 shares; 2024Q4: 4,113 shares; 2025Q1: 4,115 shares; 2025Q2: 4,203 shares; 2025Q3: 4,203 shares 4,203 $772K 0.05% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,055 shares; 2024Q4: 6,768 shares; 2025Q1: 4,172 shares; 2025Q2: 4,170 shares; 2025Q3: 4,190 shares 4,190 $764K 0.04% +20 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,850 shares; 2024Q4: 13,680 shares; 2025Q1: 12,743 shares; 2025Q2: 12,483 shares; 2025Q3: 12,435 shares 12,435 $761K 0.04% -48 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,506 shares; 2024Q4: 2,502 shares; 2025Q1: 2,507 shares; 2025Q2: 2,506 shares; 2025Q3: 2,509 shares 2,509 $754K 0.04% +3 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,605 shares; 2024Q4: 4,538 shares; 2025Q1: 4,761 shares; 2025Q2: 4,802 shares; 2025Q3: 4,556 shares 4,556 $739K 0.04% -246 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,770 shares; 2024Q4: 67,012 shares; 2025Q1: 61,990 shares; 2025Q2: 61,235 shares; 2025Q3: 61,712 shares 61,712 $738K 0.04% +477 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,402 shares; 2024Q4: 11,621 shares; 2025Q1: 11,099 shares; 2025Q2: 14,882 shares; 2025Q3: 14,894 shares 14,894 $737K 0.04% +12 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 3,134 shares; 2025Q1: 3,426 shares; 2025Q2: 3,190 shares; 2025Q3: 4,391 shares 4,391 $735K 0.04% +1,201 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,195 shares; 2025Q1: 1,195 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares 1,183 $721K 0.04% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,357 shares; 2024Q4: 5,357 shares; 2025Q1: 5,405 shares; 2025Q2: 5,483 shares; 2025Q3: 4,199 shares 4,199 $717K 0.04% -1,284 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,235 shares; 2024Q4: 13,683 shares; 2025Q1: 11,953 shares; 2025Q2: 7,977 shares; 2025Q3: 10,127 shares 10,127 $707K 0.04% +2,150 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,337 shares; 2024Q4: 5,322 shares; 2025Q1: 5,513 shares; 2025Q2: 5,594 shares; 2025Q3: 4,833 shares 4,833 $704K 0.04% -761 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 1,908 shares; 2025Q1: 1,867 shares; 2025Q2: 2,811 shares; 2025Q3: 2,678 shares 2,678 $695K 0.04% -133 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,048 shares; 2024Q4: 3,543 shares; 2025Q1: 3,543 shares; 2025Q2: 3,543 shares; 2025Q3: 8,036 shares 8,036 $676K 0.04% +4,493 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 773 shares; 2025Q1: 774 shares; 2025Q2: 772 shares; 2025Q3: 1,182 shares 1,182 $672K 0.04% +410 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,068 shares; 2024Q4: 5,156 shares; 2025Q1: 5,140 shares; 2025Q2: 5,116 shares; 2025Q3: 5,428 shares 5,428 $672K 0.04% +312 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,256 shares; 2024Q4: 11,070 shares; 2025Q1: 10,616 shares; 2025Q2: 10,856 shares; 2025Q3: 7,979 shares 7,979 $669K 0.04% -2,877 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 3,173 shares 3,173 $664K 0.04% +3,156 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 882 shares; 2024Q4: 4,967 shares; 2025Q1: 4,967 shares; 2025Q2: 4,285 shares; 2025Q3: 6,007 shares 6,007 $664K 0.04% +1,722 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,802 shares; 2024Q4: 2,725 shares; 2025Q1: 2,670 shares; 2025Q2: 2,637 shares; 2025Q3: 2,635 shares 2,635 $662K 0.04% -2 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: 2,368 shares; 2025Q1: 2,463 shares; 2025Q2: 2,368 shares; 2025Q3: 2,368 shares 2,368 $661K 0.04% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,217 shares; 2024Q4: 62,257 shares; 2025Q1: 23,881 shares; 2025Q2: 22,084 shares; 2025Q3: 9,518 shares 9,518 $657K 0.04% -12,566 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,517 shares; 2024Q4: 8,500 shares; 2025Q1: 8,562 shares; 2025Q2: 8,499 shares; 2025Q3: 8,351 shares 8,351 $654K 0.04% -148 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares 6,200 $651K 0.04% 0 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,715 shares; 2024Q4: 25,335 shares; 2025Q1: 20,335 shares; 2025Q2: 20,335 shares; 2025Q3: 20,335 shares 20,335 $648K 0.04% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 512 shares; 2025Q1: 544 shares; 2025Q2: 541 shares; 2025Q3: 541 shares 541 $648K 0.04% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,892 shares; 2024Q4: 3,892 shares; 2025Q1: 7,687 shares; 2025Q2: 6,390 shares; 2025Q3: 6,726 shares 6,726 $640K 0.04% +336 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,321 shares; 2024Q4: 18,117 shares; 2025Q1: 17,180 shares; 2025Q2: 17,445 shares; 2025Q3: 20,286 shares 20,286 $637K 0.04% +2,841 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: 853 shares; 2025Q1: 853 shares; 2025Q2: 853 shares; 2025Q3: 853 shares 853 $637K 0.04% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 2,059 shares; 2025Q1: 2,057 shares; 2025Q2: 2,043 shares; 2025Q3: 2,692 shares 2,692 $635K 0.04% +649 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 4,909 shares; 2025Q1: 5,087 shares; 2025Q2: 5,054 shares; 2025Q3: 4,922 shares 4,922 $631K 0.04% -132 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 1,443 shares; 2025Q1: 1,592 shares; 2025Q2: 1,899 shares; 2025Q3: 1,899 shares 1,899 $631K 0.04% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,412 shares; 2024Q4: 3,413 shares; 2025Q1: 3,560 shares; 2025Q2: 3,458 shares; 2025Q3: 3,495 shares 3,495 $618K 0.04% +37 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 141 shares; 2025Q2: 344 shares; 2025Q3: 2,861 shares 2,861 $608K 0.04% +2,517 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,669 shares; 2024Q4: 12,673 shares; 2025Q1: 12,704 shares; 2025Q2: 12,506 shares; 2025Q3: 12,505 shares 12,505 $604K 0.04% -1 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,464 shares; 2025Q3: 6,708 shares 6,708 $601K 0.04% +4,244 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 889 shares; 2024Q4: 891 shares; 2025Q1: 873 shares; 2025Q2: 877 shares; 2025Q3: 877 shares 877 $599K 0.04% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,383 shares; 2024Q4: 2,488 shares; 2025Q1: 3,948 shares; 2025Q2: 4,434 shares; 2025Q3: 6,234 shares 6,234 $594K 0.03% +1,800 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,499 shares; 2024Q4: 2,320 shares; 2025Q1: 2,207 shares; 2025Q2: 2,102 shares; 2025Q3: 2,102 shares 2,102 $591K 0.03% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,425 shares; 2024Q4: 8,073 shares; 2025Q1: 7,360 shares; 2025Q2: 7,360 shares; 2025Q3: 7,360 shares 7,360 $588K 0.03% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 678 shares; 2025Q1: 677 shares; 2025Q2: 615 shares; 2025Q3: 3,700 shares 3,700 $588K 0.03% +3,085 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 659 shares; 2025Q1: 662 shares; 2025Q2: 637 shares; 2025Q3: 2,653 shares 2,653 $569K 0.03% +2,016 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 3,195 shares; 2025Q1: 4,195 shares; 2025Q2: not reported; 2025Q3: 5,575 shares 5,575 $559K 0.03% new Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 5,525 shares; 2025Q1: 5,525 shares; 2025Q2: 6,531 shares; 2025Q3: 7,748 shares 7,748 $557K 0.03% +1,217 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,109 shares; 2024Q4: 3,228 shares; 2025Q1: 3,283 shares; 2025Q2: 8,132 shares; 2025Q3: 32,158 shares 32,158 $556K 0.03% +24,026 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,088 shares; 2024Q4: 4,929 shares; 2025Q1: 4,355 shares; 2025Q2: 4,378 shares; 2025Q3: 6,952 shares 6,952 $553K 0.03% +2,574 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,388 shares; 2024Q4: 4,588 shares; 2025Q1: 4,809 shares; 2025Q2: 4,257 shares; 2025Q3: 7,195 shares 7,195 $543K 0.03% +2,938 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,040 shares; 2024Q4: 6,040 shares; 2025Q1: 6,052 shares; 2025Q2: 6,034 shares; 2025Q3: 6,034 shares 6,034 $534K 0.03% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,193 shares; 2024Q4: 4,199 shares; 2025Q1: 4,211 shares; 2025Q2: 4,738 shares; 2025Q3: 4,743 shares 4,743 $517K 0.03% +5 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 45,000 shares 45,000 $514K 0.03% -5,000 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,060 shares; 2024Q4: 4,562 shares; 2025Q1: 4,910 shares; 2025Q2: 4,374 shares; 2025Q3: 4,978 shares 4,978 $505K 0.03% +604 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 1,710 shares; 2025Q1: 1,693 shares; 2025Q2: 1,694 shares; 2025Q3: 1,695 shares 1,695 $498K 0.03% +1 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,244 shares; 2024Q4: 11,220 shares; 2025Q1: 8,724 shares; 2025Q2: 8,663 shares; 2025Q3: 8,663 shares 8,663 $493K 0.03% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 1,056 shares; 2025Q1: 1,053 shares; 2025Q2: 1,012 shares; 2025Q3: 1,382 shares 1,382 $488K 0.03% +370 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 633 shares; 2025Q1: 635 shares; 2025Q2: 629 shares; 2025Q3: 633 shares 633 $483K 0.03% +4 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,500 shares; 2024Q4: 10,750 shares; 2025Q1: 11,750 shares; 2025Q2: 12,750 shares; 2025Q3: 12,750 shares 12,750 $481K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 5,282 shares; 2025Q1: 3,887 shares; 2025Q2: 4,530 shares; 2025Q3: 4,546 shares 4,546 $470K 0.03% +16 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,991 shares; 2024Q4: 10,991 shares; 2025Q1: 10,994 shares; 2025Q2: 10,993 shares; 2025Q3: 10,991 shares 10,991 $467K 0.03% -2 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,792 shares; 2024Q4: 10,237 shares; 2025Q1: 10,256 shares; 2025Q2: 10,157 shares; 2025Q3: 10,279 shares 10,279 $458K 0.03% +122 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 828 shares; 2025Q1: 830 shares; 2025Q2: 837 shares; 2025Q3: 4,811 shares 4,811 $444K 0.03% +3,974 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,939 shares; 2024Q4: 2,939 shares; 2025Q1: 2,939 shares; 2025Q2: 3,133 shares; 2025Q3: 3,168 shares 3,168 $442K 0.03% +35 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,814 shares; 2024Q4: 19,964 shares; 2025Q1: 19,515 shares; 2025Q2: 15,167 shares; 2025Q3: 11,167 shares 11,167 $438K 0.03% -4,000 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,430 shares; 2024Q4: 7,785 shares; 2025Q1: 7,698 shares; 2025Q2: 7,682 shares; 2025Q3: 7,616 shares 7,616 $435K 0.03% -66 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,142 shares; 2024Q4: 4,814 shares; 2025Q1: 4,814 shares; 2025Q2: 4,814 shares; 2025Q3: 4,814 shares 4,814 $431K 0.03% 0 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,747 shares; 2024Q4: 32,747 shares; 2025Q1: 32,747 shares; 2025Q2: 32,747 shares; 2025Q3: 32,747 shares 32,747 $430K 0.03% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,554 shares; 2024Q4: 11,554 shares; 2025Q1: 11,554 shares; 2025Q2: 10,054 shares; 2025Q3: 9,027 shares 9,027 $419K 0.02% -1,027 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,306 shares; 2024Q4: 1,121 shares; 2025Q1: 1,121 shares; 2025Q2: 1,122 shares; 2025Q3: 4,739 shares 4,739 $413K 0.02% +3,617 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: 1,209 shares; 2025Q2: 1,393 shares; 2025Q3: 1,393 shares 1,393 $409K 0.02% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 341 shares; 2025Q1: 331 shares; 2025Q2: 599 shares; 2025Q3: 817 shares 817 $408K 0.02% +218 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 388 shares; 2025Q1: 943 shares; 2025Q2: 1,893 shares; 2025Q3: 4,533 shares 4,533 $405K 0.02% +2,640 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,327 shares; 2024Q4: 4,340 shares; 2025Q1: 4,252 shares; 2025Q2: 4,454 shares; 2025Q3: 4,542 shares 4,542 $400K 0.02% +88 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,148 shares; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares 1,149 $392K 0.02% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 4,326 shares; 2025Q1: 5,085 shares; 2025Q2: 5,102 shares; 2025Q3: 5,088 shares 5,088 $390K 0.02% -14 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,717 shares; 2024Q4: 6,187 shares; 2025Q1: 5,988 shares; 2025Q2: 4,820 shares; 2025Q3: 3,682 shares 3,682 $385K 0.02% -1,138 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,635 shares; 2024Q4: 6,635 shares; 2025Q1: 6,473 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares 6,150 $379K 0.02% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,450 shares 10,450 $371K 0.02% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: 3,035 shares; 2025Q1: 3,035 shares; 2025Q2: 5,126 shares; 2025Q3: 5,126 shares 5,126 $367K 0.02% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,331 shares; 2025Q1: 1,313 shares; 2025Q2: 1,231 shares; 2025Q3: 1,542 shares 1,542 $364K 0.02% +311 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 801 shares; 2025Q1: 763 shares; 2025Q2: 960 shares; 2025Q3: 1,048 shares 1,048 $362K 0.02% +88 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,967 shares; 2024Q4: 10,181 shares; 2025Q1: 9,036 shares; 2025Q2: 8,752 shares; 2025Q3: 8,760 shares 8,760 $360K 0.02% +8 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,533 shares; 2024Q4: 13,612 shares; 2025Q1: 14,212 shares; 2025Q2: 14,226 shares; 2025Q3: 14,117 shares 14,117 $359K 0.02% -109 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,825 shares; 2024Q4: 2,793 shares; 2025Q1: 2,829 shares; 2025Q2: 2,848 shares; 2025Q3: 2,838 shares 2,838 $353K 0.02% -10 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 3,207 shares; 2025Q1: 5,766 shares; 2025Q2: 5,721 shares; 2025Q3: 6,442 shares 6,442 $343K 0.02% +721 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 1,025 shares; 2025Q1: 967 shares; 2025Q2: 957 shares; 2025Q3: 958 shares 958 $342K 0.02% +1 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,072 shares; 2024Q4: 4,426 shares; 2025Q1: 4,016 shares; 2025Q2: 3,996 shares; 2025Q3: 4,084 shares 4,084 $341K 0.02% +88 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,177 shares; 2024Q4: 1,920 shares; 2025Q1: 2,719 shares; 2025Q2: 2,740 shares; 2025Q3: 2,761 shares 2,761 $338K 0.02% +21 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 365 shares; 2025Q1: 579 shares; 2025Q2: 1,580 shares; 2025Q3: 1,528 shares 1,528 $337K 0.02% -52 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,896 shares; 2024Q4: 6,896 shares; 2025Q1: 6,896 shares; 2025Q2: 6,896 shares; 2025Q3: 6,896 shares 6,896 $333K 0.02% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 961 shares; 2025Q1: 961 shares; 2025Q2: 960 shares; 2025Q3: 960 shares 960 $332K 0.02% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,353 shares; 2024Q4: 1,353 shares; 2025Q1: 1,355 shares; 2025Q2: 2,092 shares; 2025Q3: 2,572 shares 2,572 $332K 0.02% +480 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,271 shares; 2024Q4: 3,406 shares; 2025Q1: 3,868 shares; 2025Q2: 3,802 shares; 2025Q3: 3,904 shares 3,904 $330K 0.02% +102 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257 shares; 2024Q4: 294 shares; 2025Q1: 299 shares; 2025Q2: 308 shares; 2025Q3: 1,616 shares 1,616 $329K 0.02% +1,308 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 3,353 shares; 2025Q1: 3,360 shares; 2025Q2: 3,370 shares; 2025Q3: 3,265 shares 3,265 $327K 0.02% -105 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,590 shares; 2024Q4: 6,597 shares; 2025Q1: 6,514 shares; 2025Q2: 6,510 shares; 2025Q3: 6,475 shares 6,475 $326K 0.02% -35 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,163 shares; 2024Q4: 2,950 shares; 2025Q1: 2,417 shares; 2025Q2: 1,397 shares; 2025Q3: 1,050 shares 1,050 $323K 0.02% -347 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,341 shares; 2025Q1: 1,294 shares; 2025Q2: 1,296 shares; 2025Q3: 2,182 shares 2,182 $319K 0.02% +886 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 646 shares; 2025Q1: 638 shares; 2025Q2: 638 shares; 2025Q3: 636 shares 636 $317K 0.02% -2 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 1,119 shares; 2025Q1: 1,121 shares; 2025Q2: 1,121 shares; 2025Q3: 1,121 shares 1,121 $313K 0.02% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,647 shares; 2024Q4: 5,194 shares; 2025Q1: 10,573 shares; 2025Q2: 8,411 shares; 2025Q3: 5,148 shares 5,148 $309K 0.02% -3,263 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 3,893 shares; 2025Q1: 4,072 shares; 2025Q2: 3,906 shares; 2025Q3: 3,912 shares 3,912 $306K 0.02% +6 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,382 shares; 2024Q4: 7,421 shares; 2025Q1: 7,382 shares; 2025Q2: 7,309 shares; 2025Q3: 7,309 shares 7,309 $306K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 2,947 shares; 2025Q1: 2,914 shares; 2025Q2: 2,867 shares; 2025Q3: 2,886 shares 2,886 $303K 0.02% +19 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 899 shares; 2025Q1: 992 shares; 2025Q2: 1,037 shares; 2025Q3: 1,070 shares 1,070 $302K 0.02% +33 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 579 shares; 2025Q1: 531 shares; 2025Q2: 3,771 shares; 2025Q3: 6,381 shares 6,381 $302K 0.02% +2,610 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,961 shares; 2024Q4: 10,109 shares; 2025Q1: 9,935 shares; 2025Q2: 9,969 shares; 2025Q3: 10,347 shares 10,347 $301K 0.02% +378 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,939 shares; 2024Q4: 4,939 shares; 2025Q1: 4,939 shares; 2025Q2: 4,941 shares; 2025Q3: 4,939 shares 4,939 $299K 0.02% -2 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 382 shares; 2025Q1: 379 shares; 2025Q2: 389 shares; 2025Q3: 254 shares 254 $296K 0.02% -135 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares 36 $289K 0.02% 0 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,976 shares; 2024Q4: 4,271 shares; 2025Q1: 4,365 shares; 2025Q2: 4,278 shares; 2025Q3: 3,976 shares 3,976 $289K 0.02% -302 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,524 shares; 2024Q4: 5,484 shares; 2025Q1: 5,484 shares; 2025Q2: 5,484 shares; 2025Q3: 5,484 shares 5,484 $281K 0.02% 0 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,750 shares; 2024Q4: 8,250 shares; 2025Q1: 7,500 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares 6,000 $278K 0.02% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,554 shares; 2024Q4: 9,524 shares; 2025Q1: 9,360 shares; 2025Q2: 10,198 shares; 2025Q3: 11,719 shares 11,719 $276K 0.02% +1,521 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 655 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 855 shares 855 $272K 0.02% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,994 shares; 2024Q4: 3,227 shares; 2025Q1: 3,421 shares; 2025Q2: 3,402 shares; 2025Q3: 3,402 shares 3,402 $272K 0.02% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,987 shares; 2024Q4: 5,916 shares; 2025Q1: 5,938 shares; 2025Q2: 5,938 shares; 2025Q3: 6,014 shares 6,014 $271K 0.02% +76 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,947 shares; 2025Q2: 2,188 shares; 2025Q3: 2,245 shares 2,245 $268K 0.02% +57 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,161 shares; 2024Q4: 3,857 shares; 2025Q1: 5,522 shares; 2025Q2: 4,984 shares; 2025Q3: 3,519 shares 3,519 $265K 0.02% -1,465 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 2,128 shares; 2025Q1: 1,916 shares; 2025Q2: 1,916 shares; 2025Q3: 1,916 shares 1,916 $260K 0.02% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269 shares; 2024Q4: 252 shares; 2025Q1: 243 shares; 2025Q2: 232 shares; 2025Q3: 534 shares 534 $259K 0.02% +302 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 2,501 shares; 2025Q1: 2,501 shares; 2025Q2: 3,701 shares; 2025Q3: 3,701 shares 3,701 $259K 0.02% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 363 shares; 2025Q1: 369 shares; 2025Q2: 362 shares; 2025Q3: 1,314 shares 1,314 $257K 0.02% +952 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 482 shares; 2025Q1: 508 shares; 2025Q2: 552 shares; 2025Q3: 1,045 shares 1,045 $248K 0.01% +493 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 687 shares; 2025Q1: 668 shares; 2025Q2: 670 shares; 2025Q3: 670 shares 670 $248K 0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: 1,448 shares; 2025Q1: 1,453 shares; 2025Q2: 1,691 shares; 2025Q3: 1,453 shares 1,453 $242K 0.01% -238 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,796 shares; 2024Q4: 2,805 shares; 2025Q1: 4,620 shares; 2025Q2: 4,308 shares; 2025Q3: 4,349 shares 4,349 $241K 0.01% +41 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,658 shares; 2024Q4: 4,090 shares; 2025Q1: 5,267 shares; 2025Q2: 5,316 shares; 2025Q3: 4,972 shares 4,972 $239K 0.01% -344 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,923 shares; 2024Q4: 1,896 shares; 2025Q1: 1,789 shares; 2025Q2: 1,764 shares; 2025Q3: 2,661 shares 2,661 $239K 0.01% +897 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,477 shares; 2024Q4: 1,393 shares; 2025Q1: 1,648 shares; 2025Q2: 824 shares; 2025Q3: 789 shares 789 $237K 0.01% -35 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,093 shares; 2024Q4: 6,644 shares; 2025Q1: 6,729 shares; 2025Q2: 6,729 shares; 2025Q3: 6,729 shares 6,729 $235K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 701 shares; 2025Q1: 702 shares; 2025Q2: 670 shares; 2025Q3: 672 shares 672 $235K 0.01% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 508 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 1,958 shares 1,958 $232K 0.01% +1,577 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 2,835 shares; 2025Q1: 3,078 shares; 2025Q2: 3,290 shares; 2025Q3: 3,448 shares 3,448 $228K 0.01% +158 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 5,019 shares; 2025Q1: 5,019 shares; 2025Q2: 4,847 shares; 2025Q3: 4,778 shares 4,778 $227K 0.01% -69 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 3,355 shares; 2025Q3: 3,355 shares 3,355 $226K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,035 shares; 2025Q1: 2,041 shares; 2025Q2: 2,036 shares; 2025Q3: 2,036 shares 2,036 $226K 0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 170 shares; 2025Q3: 3,815 shares 3,815 $224K 0.01% +3,645 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,771 shares; 2024Q4: 4,665 shares; 2025Q1: 4,464 shares; 2025Q2: 3,034 shares; 2025Q3: 3,034 shares 3,034 $219K 0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 775 shares; 2025Q1: 1,114 shares; 2025Q2: 1,093 shares; 2025Q3: 1,495 shares 1,495 $218K 0.01% +402 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,491 shares; 2024Q4: 1,491 shares; 2025Q1: 1,825 shares; 2025Q2: 1,658 shares; 2025Q3: 1,658 shares 1,658 $218K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 1,043 shares; 2025Q1: 1,062 shares; 2025Q2: 1,085 shares; 2025Q3: 1,082 shares 1,082 $214K 0.01% -3 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 639 shares; 2024Q4: 710 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 889 shares 889 $213K 0.01% +672 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 2,827 shares; 2025Q1: 2,069 shares; 2025Q2: 1,655 shares; 2025Q3: 1,681 shares 1,681 $212K 0.01% +26 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 1,113 shares; 2025Q2: 1,115 shares; 2025Q3: 2,709 shares 2,709 $211K 0.01% +1,594 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 26 shares; 2025Q2: 28 shares; 2025Q3: 228 shares 228 $210K 0.01% +200 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 491 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares 420 $206K 0.01% 0 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,156 shares; 2025Q3: 1,156 shares 1,156 $206K 0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,764 shares; 2025Q1: 1,850 shares; 2025Q2: 1,731 shares; 2025Q3: 1,609 shares 1,609 $203K 0.01% -122 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,101 shares; 2024Q4: 9,049 shares; 2025Q1: 9,369 shares; 2025Q2: 9,369 shares; 2025Q3: 9,369 shares 9,369 $202K 0.01% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 4,759 shares; 2025Q1: 2,759 shares; 2025Q2: 2,759 shares; 2025Q3: 1,977 shares 1,977 $202K 0.01% -782 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,713 shares; 2024Q4: 4,713 shares; 2025Q1: 4,713 shares; 2025Q2: 4,713 shares; 2025Q3: 4,713 shares 4,713 $200K 0.01% 0 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,997 shares; 2024Q4: 11,402 shares; 2025Q1: 11,435 shares; 2025Q2: 6,787 shares; 2025Q3: 8,869 shares 8,869 $198K 0.01% +2,082 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 33 shares; 2025Q1: 26 shares; 2025Q2: 48 shares; 2025Q3: 1,383 shares 1,383 $197K 0.01% +1,335 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 1,252 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares 1,325 $197K 0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,396 shares; 2024Q4: 1,681 shares; 2025Q1: 1,963 shares; 2025Q2: 1,206 shares; 2025Q3: 1,177 shares 1,177 $197K 0.01% -29 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,877 shares; 2024Q4: 5,882 shares; 2025Q1: 5,882 shares; 2025Q2: 5,903 shares; 2025Q3: 5,886 shares 5,886 $196K 0.01% -17 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 1,361 shares; 2025Q1: 1,645 shares; 2025Q2: 1,297 shares; 2025Q3: 2,057 shares 2,057 $195K 0.01% +760 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 304 shares 304 $192K 0.01% +275 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,333 shares; 2024Q4: 1,419 shares; 2025Q1: 1,626 shares; 2025Q2: 787 shares; 2025Q3: 5,388 shares 5,388 $191K 0.01% +4,601 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 2,015 shares; 2025Q1: 2,086 shares; 2025Q2: 2,094 shares; 2025Q3: 4,171 shares 4,171 $191K 0.01% +2,077 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,026 shares; 2024Q4: 3,026 shares; 2025Q1: 3,737 shares; 2025Q2: 3,737 shares; 2025Q3: 3,737 shares 3,737 $189K 0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: 1,636 shares; 2025Q1: 1,636 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares 1,636 $186K 0.01% 0 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,901 shares; 2025Q2: 3,881 shares; 2025Q3: 4,286 shares 4,286 $181K 0.01% +405 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 1,184 shares; 2025Q1: 1,186 shares; 2025Q2: 1,189 shares; 2025Q3: 1,181 shares 1,181 $180K 0.01% -8 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 302 shares; 2025Q1: 314 shares; 2025Q2: 305 shares; 2025Q3: 741 shares 741 $174K 0.01% +436 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,888 shares; 2024Q4: 2,221 shares; 2025Q1: 2,516 shares; 2025Q2: 2,231 shares; 2025Q3: 2,746 shares 2,746 $172K 0.01% +515 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 577 shares; 2025Q1: 579 shares; 2025Q2: 581 shares; 2025Q3: 582 shares 582 $171K 0.01% +1 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,110 shares 1,110 $171K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 677 shares; 2025Q1: 680 shares; 2025Q2: 636 shares; 2025Q3: 592 shares 592 $171K 0.01% -44 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376 shares; 2024Q4: 375 shares; 2025Q1: 374 shares; 2025Q2: 369 shares; 2025Q3: 369 shares 369 $169K 0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 1,259 shares; 2025Q1: 1,263 shares; 2025Q2: 1,260 shares; 2025Q3: 1,259 shares 1,259 $168K 0.01% -1 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 308 shares; 2025Q1: 495 shares; 2025Q2: 2,449 shares; 2025Q3: 2,449 shares 2,449 $167K 0.01% 0 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 3,085 shares; 2025Q1: 3,085 shares; 2025Q2: 3,085 shares; 2025Q3: 3,085 shares 3,085 $164K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 964 shares; 2025Q3: 964 shares 964 $162K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 852 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 9,384 shares 9,384 $161K 0.01% +8,482 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,378 shares; 2024Q4: 2,378 shares; 2025Q1: 2,385 shares; 2025Q2: 2,376 shares; 2025Q3: 2,953 shares 2,953 $161K 0.01% +577 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,043 shares; 2024Q4: 4,043 shares; 2025Q1: 3,673 shares; 2025Q2: 3,673 shares; 2025Q3: 3,673 shares 3,673 $156K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,426 shares; 2024Q4: 3,561 shares; 2025Q1: 3,534 shares; 2025Q2: 3,155 shares; 2025Q3: 3,534 shares 3,534 $153K 0.01% +379 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502 shares; 2024Q4: 496 shares; 2025Q1: 468 shares; 2025Q2: 478 shares; 2025Q3: 1,481 shares 1,481 $152K 0.01% +1,003 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,263 shares; 2024Q4: 1,263 shares; 2025Q1: 1,264 shares; 2025Q2: 1,264 shares; 2025Q3: 1,265 shares 1,265 $150K 0.01% +1 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,190 shares; 2024Q4: 6,620 shares; 2025Q1: 3,874 shares; 2025Q2: 2,505 shares; 2025Q3: 2,613 shares 2,613 $149K 0.01% +108 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 1,911 shares; 2025Q1: 1,915 shares; 2025Q2: 1,928 shares; 2025Q3: 1,927 shares 1,927 $148K 0.01% -1 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2,442 shares 2,442 $146K 0.01% +2,440 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: 2,407 shares; 2025Q1: 2,478 shares; 2025Q2: 2,478 shares; 2025Q3: 2,478 shares 2,478 $145K 0.01% 0 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,896 shares; 2025Q3: 13,896 shares 13,896 $144K 0.01% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 1,987 shares; 2025Q1: 1,987 shares; 2025Q2: 1,987 shares; 2025Q3: 1,987 shares 1,987 $143K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,083 shares; 2024Q4: 1,084 shares; 2025Q1: 1,095 shares; 2025Q2: 1,060 shares; 2025Q3: 1,459 shares 1,459 $142K 0.01% +399 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,364 shares; 2024Q4: 2,473 shares; 2025Q1: 2,424 shares; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares 1,082 $142K 0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,849 shares; 2025Q1: 2,856 shares; 2025Q2: 2,353 shares; 2025Q3: 2,363 shares 2,363 $139K 0.01% +10 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,536 shares; 2025Q1: 1,534 shares; 2025Q2: 1,578 shares; 2025Q3: 1,592 shares 1,592 $137K 0.01% +14 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 125 shares; 2025Q1: 181 shares; 2025Q2: 88 shares; 2025Q3: 3,176 shares 3,176 $136K 0.01% +3,088 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 3,741 shares; 2025Q3: 3,787 shares 3,787 $136K 0.01% +46 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 439 shares; 2025Q3: 439 shares 439 $134K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42 shares; 2024Q4: 41 shares; 2025Q1: 42 shares; 2025Q2: 41 shares; 2025Q3: 171 shares 171 $134K 0.01% +130 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $133K 0.01% 0 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 5,245 shares; 2025Q2: 3,043 shares; 2025Q3: 2,816 shares 2,816 $131K 0.01% -227 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 182 shares; 2025Q2: 180 shares; 2025Q3: 682 shares 682 $131K 0.01% +502 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 23 shares; 2025Q3: 511 shares 511 $130K 0.01% +488 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 722 shares; 2025Q1: 716 shares; 2025Q2: 676 shares; 2025Q3: 684 shares 684 $128K 0.01% +8 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698 shares; 2024Q4: 697 shares; 2025Q1: 674 shares; 2025Q2: 662 shares; 2025Q3: 662 shares 662 $128K 0.01% 0 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,572 shares 4,572 $127K 0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 133 shares; 2025Q1: 88 shares; 2025Q2: 71 shares; 2025Q3: 944 shares 944 $127K 0.01% +873 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 87 shares; 2025Q2: 88 shares; 2025Q3: 488 shares 488 $127K 0.01% +400 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 90 shares; 2025Q1: 83 shares; 2025Q2: 67 shares; 2025Q3: 669 shares 669 $127K 0.01% +602 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 1,544 shares; 2025Q1: 1,498 shares; 2025Q2: 1,570 shares; 2025Q3: 1,720 shares 1,720 $126K 0.01% +150 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,469 shares; 2024Q4: 4,348 shares; 2025Q1: 4,641 shares; 2025Q2: 3,082 shares; 2025Q3: 2,189 shares 2,189 $125K 0.01% -893 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 3,080 shares; 2025Q1: 3,080 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $125K 0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares 1,100 $123K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 180 shares; 2025Q2: 162 shares; 2025Q3: 162 shares 162 $123K 0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 4,644 shares; 2025Q1: 6,690 shares; 2025Q2: 4,493 shares; 2025Q3: 4,493 shares 4,493 $123K 0.01% 0 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,137 shares; 2025Q2: 1,898 shares; 2025Q3: 2,493 shares 2,493 $123K 0.01% +595 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,305 shares; 2024Q4: 6,962 shares; 2025Q1: 9,307 shares; 2025Q2: 4,572 shares; 2025Q3: 4,619 shares 4,619 $120K 0.01% +47 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 2,306 shares; 2025Q1: 2,306 shares; 2025Q2: 1,885 shares; 2025Q3: 1,690 shares 1,690 $120K 0.01% -195 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,702 shares; 2024Q4: 3,763 shares; 2025Q1: 3,793 shares; 2025Q2: 3,838 shares; 2025Q3: 3,882 shares 3,882 $120K 0.01% +44 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 370 shares; 2025Q1: 203 shares; 2025Q2: 4,819 shares; 2025Q3: 4,813 shares 4,813 $118K 0.01% -6 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 204 shares; 2025Q2: 198 shares; 2025Q3: 198 shares 198 $116K 0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 504 shares; 2025Q2: 500 shares; 2025Q3: 504 shares 504 $116K 0.01% +4 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,879 shares; 2024Q4: 4,792 shares; 2025Q1: 4,400 shares; 2025Q2: 3,006 shares; 2025Q3: 3,443 shares 3,443 $116K 0.01% +437 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,744 shares; 2025Q2: 1,745 shares; 2025Q3: 700 shares 700 $115K 0.01% -1,045 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 282 shares; 2025Q1: 214 shares; 2025Q2: 185 shares; 2025Q3: 185 shares 185 $114K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 359 shares; 2025Q1: 357 shares; 2025Q2: 378 shares; 2025Q3: 2,865 shares 2,865 $112K 0.01% +2,487 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,030 shares; 2025Q1: 1,010 shares; 2025Q2: 942 shares; 2025Q3: 837 shares 837 $112K 0.01% -105 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,599 shares; 2024Q4: 3,606 shares; 2025Q1: 599 shares; 2025Q2: 593 shares; 2025Q3: 1,790 shares 1,790 $109K 0.01% +1,197 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 1,333 shares; 2025Q1: 1,335 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares 1,333 $108K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 382 shares; 2025Q3: 380 shares 380 $107K 0.01% -2 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 377 shares; 2025Q1: 379 shares; 2025Q2: 390 shares; 2025Q3: 389 shares 389 $107K 0.01% -1 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 727 shares; 2025Q1: 546 shares; 2025Q2: 595 shares; 2025Q3: 595 shares 595 $106K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,264 shares; 2025Q1: 1,282 shares; 2025Q2: 1,271 shares; 2025Q3: 1,265 shares 1,265 $106K 0.01% -6 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,513 shares; 2025Q1: 1,536 shares; 2025Q2: 1,555 shares; 2025Q3: 1,555 shares 1,555 $105K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 532 shares; 2025Q1: 536 shares; 2025Q2: 557 shares; 2025Q3: 607 shares 607 $103K 0.01% +50 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,829 shares; 2024Q4: 3,841 shares; 2025Q1: 2,800 shares; 2025Q2: 2,809 shares; 2025Q3: 2,819 shares 2,819 $102K 0.01% +10 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,338 shares; 2025Q1: 1,344 shares; 2025Q2: 1,228 shares; 2025Q3: 1,227 shares 1,227 $102K 0.01% -1 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,813 shares; 2024Q4: 1,813 shares; 2025Q1: 1,813 shares; 2025Q2: 1,813 shares; 2025Q3: 1,813 shares 1,813 $101K 0.01% 0 Timeline GPZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,550 shares 3,550 $98.1K 0.01% new Timeline CHMG CHEMUNG FINL CORP More: the full row for CHEMUNG FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares 1,800 $95.1K 0.01% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 2,135 shares; 2025Q1: 2,108 shares; 2025Q2: 2,232 shares; 2025Q3: 2,184 shares 2,184 $94.8K 0.01% -48 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,185 shares; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares; 2025Q3: 1,185 shares 1,185 $94.7K 0.01% -2 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,831 shares; 2025Q2: 1,853 shares; 2025Q3: 1,875 shares 1,875 $94.1K 0.01% +22 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,124 shares; 2024Q4: 10,124 shares; 2025Q1: 10,124 shares; 2025Q2: 9,838 shares; 2025Q3: 8,980 shares 8,980 $94.1K 0.01% -858 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 110 shares; 2025Q2: 109 shares; 2025Q3: 98 shares 98 $93.6K 0.01% -11 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 323 shares 323 $93.3K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 3,104 shares; 2025Q1: 3,100 shares; 2025Q2: 2,998 shares; 2025Q3: 3,274 shares 3,274 $92.7K 0.01% +276 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,144 shares; 2024Q4: 2,161 shares; 2025Q1: 2,117 shares; 2025Q2: 1,916 shares; 2025Q3: 2,485 shares 2,485 $92.6K 0.01% +569 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,208 shares; 2024Q4: 3,222 shares; 2025Q1: 3,623 shares; 2025Q2: 2,121 shares; 2025Q3: 2,045 shares 2,045 $92.2K 0.01% -76 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,889 shares; 2025Q1: 1,889 shares; 2025Q2: 1,889 shares; 2025Q3: 1,689 shares 1,689 $91.5K 0.01% -200 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 138 shares; 2025Q3: 188 shares 188 $89.3K 0.01% +50 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 367 shares; 2025Q1: 558 shares; 2025Q2: 354 shares; 2025Q3: 355 shares 355 $87.2K 0.01% +1 Timeline SDS PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares 6,000 $86.7K 0.01% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares 1,950 $86.2K 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,071 shares; 2025Q1: 1,071 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares 1,071 $85.5K 0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594 shares; 2024Q4: 176 shares; 2025Q1: 270 shares; 2025Q2: 246 shares; 2025Q3: 708 shares 708 $84.9K <0.01% +462 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 527 shares; 2025Q1: 534 shares; 2025Q2: 628 shares; 2025Q3: 888 shares 888 $84.1K <0.01% +260 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,875 shares; 2024Q4: 2,821 shares; 2025Q1: 2,701 shares; 2025Q2: 2,862 shares; 2025Q3: 2,770 shares 2,770 $83.7K <0.01% -92 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413 shares; 2024Q4: 413 shares; 2025Q1: 417 shares; 2025Q2: 424 shares; 2025Q3: 425 shares 425 $83.3K <0.01% +1 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 2,130 shares; 2025Q1: 1,921 shares; 2025Q2: 1,617 shares; 2025Q3: 1,395 shares 1,395 $83.3K <0.01% -222 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 445 shares; 2025Q1: 426 shares; 2025Q2: 430 shares; 2025Q3: 531 shares 531 $82.4K <0.01% +101 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 15 shares 15 $81.1K <0.01% -3 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: not reported; 2025Q3: 1,620 shares 1,620 $80.9K <0.01% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 632 shares; 2025Q1: 634 shares; 2025Q2: 636 shares; 2025Q3: 638 shares 638 $80.8K <0.01% +2 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 837 shares; 2025Q1: 682 shares; 2025Q2: 645 shares; 2025Q3: 553 shares 553 $80.6K <0.01% -92 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,044 shares; 2025Q3: 1,024 shares 1,024 $80.3K <0.01% -20 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 730 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 730 shares 730 $78.4K <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares 2,720 $78.3K <0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 810 shares; 2025Q1: 1,348 shares; 2025Q2: 821 shares; 2025Q3: 950 shares 950 $77.9K <0.01% +129 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 105 shares; 2025Q1: 110 shares; 2025Q2: 109 shares; 2025Q3: 108 shares 108 $77.6K <0.01% -1 Timeline MMTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares 267 $76.3K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 943 shares; 2024Q4: 1,033 shares; 2025Q1: 1,033 shares; 2025Q2: 1,113 shares; 2025Q3: 1,113 shares 1,113 $75.5K <0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 956 shares; 2025Q1: 947 shares; 2025Q2: 947 shares; 2025Q3: 727 shares 727 $74.1K <0.01% -220 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,220 shares; 2025Q1: 1,211 shares; 2025Q2: 1,213 shares; 2025Q3: 1,210 shares 1,210 $73.8K <0.01% -3 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 484 shares; 2025Q1: 476 shares; 2025Q2: 465 shares; 2025Q3: 462 shares 462 $73.5K <0.01% -3 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 1,018 shares; 2025Q1: 1,025 shares; 2025Q2: 1,072 shares; 2025Q3: 2,144 shares 2,144 $73.2K <0.01% +1,072 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130 shares; 2025Q1: 2,830 shares; 2025Q2: 2,850 shares; 2025Q3: 1,527 shares 1,527 $73.2K <0.01% -1,323 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 301 shares; 2025Q1: 302 shares; 2025Q2: 301 shares; 2025Q3: 301 shares 301 $72.1K <0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 590 shares; 2025Q1: 917 shares; 2025Q2: 590 shares; 2025Q3: 595 shares 595 $71.6K <0.01% +5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 742 shares; 2025Q1: 742 shares; 2025Q2: 742 shares; 2025Q3: 742 shares 742 $71.6K <0.01% 0 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 21 shares; 2025Q2: 25 shares; 2025Q3: 2,518 shares 2,518 $71.4K <0.01% +2,493 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,375 shares; 2024Q4: 7,276 shares; 2025Q1: 7,156 shares; 2025Q2: 7,150 shares; 2025Q3: 7,118 shares 7,118 $70.5K <0.01% -32 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 163 shares; 2025Q1: 153 shares; 2025Q2: 144 shares; 2025Q3: 144 shares 144 $70.1K <0.01% 0 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,161 shares; 2025Q3: 1,163 shares 1,163 $69.2K <0.01% +2 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 741 shares; 2025Q3: 872 shares 872 $68.5K <0.01% +131 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 665 shares; 2024Q4: 665 shares; 2025Q1: 873 shares; 2025Q2: 692 shares; 2025Q3: 692 shares 692 $67.8K <0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 526 shares; 2025Q1: 529 shares; 2025Q2: 496 shares; 2025Q3: 497 shares 497 $67.6K <0.01% +1 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 344 shares; 2025Q1: 436 shares; 2025Q2: 468 shares; 2025Q3: 468 shares 468 $67K <0.01% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,495 shares; 2024Q4: 2,689 shares; 2025Q1: 2,530 shares; 2025Q2: 2,555 shares; 2025Q3: 2,581 shares 2,581 $66.7K <0.01% +26 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares 550 $66.5K <0.01% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,263 shares; 2025Q1: 1,272 shares; 2025Q2: 1,355 shares; 2025Q3: 1,432 shares 1,432 $66.4K <0.01% +77 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 152 shares; 2025Q2: 147 shares; 2025Q3: 147 shares 147 $65.7K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 705 shares; 2025Q1: 692 shares; 2025Q2: 637 shares; 2025Q3: 630 shares 630 $65.4K <0.01% -7 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 486 shares; 2025Q1: 405 shares; 2025Q2: 442 shares; 2025Q3: 442 shares 442 $65.1K <0.01% 0 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,515 shares; 2024Q4: 4,515 shares; 2025Q1: 4,515 shares; 2025Q2: 4,515 shares; 2025Q3: 4,515 shares 4,515 $65.1K <0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 117 shares; 2025Q2: 108 shares; 2025Q3: 100 shares 100 $65K <0.01% -8 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 222 shares; 2025Q2: 167 shares; 2025Q3: 482 shares 482 $64.2K <0.01% +315 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,305 shares; 2025Q1: 1,305 shares; 2025Q2: 1,305 shares; 2025Q3: 1,156 shares 1,156 $64.1K <0.01% -149 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 970 shares 970 $63.8K <0.01% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,412 shares; 2025Q1: 1,358 shares; 2025Q2: 1,441 shares; 2025Q3: 1,445 shares 1,445 $63.5K <0.01% +4 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 201 shares; 2025Q1: 212 shares; 2025Q2: 216 shares; 2025Q3: 196 shares 196 $63.3K <0.01% -20 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 884 shares; 2025Q1: 896 shares; 2025Q2: 234 shares; 2025Q3: 232 shares 232 $63.3K <0.01% -2 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares 1,055 $63K <0.01% 0 SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 960 shares; 2025Q1: 962 shares; 2025Q2: 1,017 shares; 2025Q3: 1,082 shares 1,082 $61.9K <0.01% +65 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,355 shares; 2025Q3: 1,355 shares 1,355 $61.7K <0.01% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 289 shares; 2025Q1: 297 shares; 2025Q2: 345 shares; 2025Q3: 301 shares 301 $61.6K <0.01% -44 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 348 shares; 2025Q1: 319 shares; 2025Q2: 311 shares; 2025Q3: 299 shares 299 $61.4K <0.01% -12 Timeline DOG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares 2,500 $60.9K <0.01% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 867 shares; 2025Q1: 867 shares; 2025Q2: 867 shares; 2025Q3: 867 shares 867 $60.1K <0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 370 shares; 2025Q3: 422 shares 422 $60.1K <0.01% +52 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 282 shares; 2025Q1: 823 shares; 2025Q2: 266 shares; 2025Q3: 982 shares 982 $60.1K <0.01% +716 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,882 shares; 2024Q4: 2,583 shares; 2025Q1: 3,382 shares; 2025Q2: 2,298 shares; 2025Q3: 3,047 shares 3,047 $59.5K <0.01% +749 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 1,032 shares; 2025Q1: 986 shares; 2025Q2: 991 shares; 2025Q3: 991 shares 991 $59.5K <0.01% 0 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,231 shares; 2025Q1: 1,205 shares; 2025Q2: 1,129 shares; 2025Q3: 1,094 shares 1,094 $58.3K <0.01% -35 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 656 shares; 2025Q1: 573 shares; 2025Q2: 575 shares; 2025Q3: 691 shares 691 $56.9K <0.01% +116 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,205 shares; 2025Q1: 794 shares; 2025Q2: 778 shares; 2025Q3: 2,778 shares 2,778 $56.1K <0.01% +2,000 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 762 shares; 2025Q1: 706 shares; 2025Q2: 635 shares; 2025Q3: 665 shares 665 $55.9K <0.01% +30 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 300 shares; 2025Q1: 327 shares; 2025Q2: 331 shares; 2025Q3: 1,433 shares 1,433 $55.6K <0.01% +1,102 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 141 shares; 2025Q3: 131 shares 131 $55.3K <0.01% -10 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,067 shares; 2024Q4: 4,008 shares; 2025Q1: 626 shares; 2025Q2: 651 shares; 2025Q3: 651 shares 651 $54.9K <0.01% 0 Timeline MESO MESOBLAST LTD More: the full row for MESOBLAST LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,335 shares 3,335 $53.7K <0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,483 shares; 2024Q4: 3,563 shares; 2025Q1: 3,563 shares; 2025Q2: 3,348 shares; 2025Q3: 3,348 shares 3,348 $53.4K <0.01% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 4,008 shares; 2025Q1: 4,059 shares; 2025Q2: 4,140 shares; 2025Q3: 4,223 shares 4,223 $53K <0.01% +83 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 814 shares; 2025Q1: 814 shares; 2025Q2: 818 shares; 2025Q3: 818 shares 818 $52.9K <0.01% 0 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,678 shares 1,678 $52.8K <0.01% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 369 shares; 2025Q1: 372 shares; 2025Q2: 183 shares; 2025Q3: 184 shares 184 $52.7K <0.01% +1 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 390 shares; 2025Q3: 559 shares 559 $52K <0.01% +169 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 278 shares; 2025Q1: 304 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $51.8K <0.01% 0 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 827 shares; 2025Q1: 827 shares; 2025Q2: 823 shares; 2025Q3: 823 shares 823 $51.8K <0.01% 0 Timeline