IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,503 shares; 2025Q1: 135,063 shares; 2025Q2: 130,627 shares; 2025Q3: 140,372 shares; 2025Q4: 158,376 shares 158,376 $108M 11.31% +18,004 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 221,319 shares; 2025Q1: 219,133 shares; 2025Q2: 218,480 shares; 2025Q3: 219,836 shares; 2025Q4: 231,740 shares 231,740 $63M 6.57% +11,904 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,670 shares; 2025Q1: 40,938 shares; 2025Q2: 41,306 shares; 2025Q3: 41,078 shares; 2025Q4: 40,150 shares 40,150 $48.8M 5.08% -928 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 213,403 shares; 2025Q1: 218,188 shares; 2025Q2: 263,582 shares; 2025Q3: 271,678 shares; 2025Q4: 285,582 shares 285,582 $42.5M 4.43% +13,904 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,863 shares; 2025Q1: 74,586 shares; 2025Q2: 75,750 shares; 2025Q3: 76,010 shares; 2025Q4: 79,799 shares 79,799 $38.6M 4.02% +3,789 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 279,934 shares; 2025Q1: 445,984 shares; 2025Q2: 468,966 shares; 2025Q3: 487,776 shares; 2025Q4: 502,029 shares 502,029 $34.9M 3.63% +14,253 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,387 shares; 2025Q1: 81,691 shares; 2025Q2: 81,810 shares; 2025Q3: 81,477 shares; 2025Q4: 81,723 shares 81,723 $26.3M 2.74% +246 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,149 shares; 2025Q1: 77,641 shares; 2025Q2: 78,267 shares; 2025Q3: 78,943 shares; 2025Q4: 79,688 shares 79,688 $21.6M 2.25% +745 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101,271 shares; 2025Q1: 93,953 shares; 2025Q2: 95,043 shares; 2025Q3: 95,326 shares; 2025Q4: 96,483 shares 96,483 $20.1M 2.1% +1,157 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,760 shares; 2025Q1: 62,487 shares; 2025Q2: 62,481 shares; 2025Q3: 62,744 shares; 2025Q4: 64,203 shares 64,203 $16.5M 1.72% +1,459 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,341 shares; 2025Q1: 89,224 shares; 2025Q2: 88,900 shares; 2025Q3: 88,923 shares; 2025Q4: 87,960 shares 87,960 $16.1M 1.68% -963 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,100 shares; 2025Q1: 13,187 shares; 2025Q2: 13,384 shares; 2025Q3: 13,731 shares; 2025Q4: 14,241 shares 14,241 $14.4M 1.5% +510 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130,253 shares; 2025Q1: 124,620 shares; 2025Q2: 125,633 shares; 2025Q3: 126,039 shares; 2025Q4: 127,560 shares 127,560 $14.2M 1.48% +1,521 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99,857 shares; 2025Q1: 83,017 shares; 2025Q2: 82,402 shares; 2025Q3: 82,219 shares; 2025Q4: 81,557 shares 81,557 $14.2M 1.48% -662 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,470 shares; 2025Q1: 42,621 shares; 2025Q2: 42,446 shares; 2025Q3: 42,752 shares; 2025Q4: 42,772 shares 42,772 $14M 1.46% +20 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 262,561 shares; 2025Q1: 259,037 shares; 2025Q2: 263,587 shares; 2025Q3: 266,332 shares; 2025Q4: 275,867 shares 275,867 $13.8M 1.44% +9,535 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 177,939 shares; 2025Q1: 170,859 shares; 2025Q2: 170,889 shares; 2025Q3: 172,290 shares; 2025Q4: 168,785 shares 168,785 $13.6M 1.41% -3,505 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,741 shares; 2025Q1: 43,328 shares; 2025Q2: 43,260 shares; 2025Q3: 43,285 shares; 2025Q4: 43,592 shares 43,592 $12.8M 1.33% +307 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,775 shares; 2025Q1: 50,212 shares; 2025Q2: 51,059 shares; 2025Q3: 51,655 shares; 2025Q4: 51,919 shares 51,919 $12.5M 1.3% +264 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,851 shares; 2025Q1: 84,180 shares; 2025Q2: 86,312 shares; 2025Q3: 84,988 shares; 2025Q4: 84,380 shares 84,380 $11.9M 1.24% -608 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,295 shares; 2025Q1: 45,792 shares; 2025Q2: 46,651 shares; 2025Q3: 47,469 shares; 2025Q4: 47,415 shares 47,415 $11.7M 1.22% -54 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 382,538 shares; 2025Q1: 344,490 shares; 2025Q2: 341,470 shares; 2025Q3: 336,698 shares; 2025Q4: 338,580 shares 338,580 $11.2M 1.17% +1,882 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,198 shares; 2025Q1: 39,788 shares; 2025Q2: 41,031 shares; 2025Q3: 41,047 shares; 2025Q4: 58,415 shares 58,415 $10.9M 1.14% +17,368 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 156,074 shares 156,074 $10.9M 1.13% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,423 shares; 2025Q1: 85,046 shares; 2025Q2: 84,693 shares; 2025Q3: 84,876 shares; 2025Q4: 86,345 shares 86,345 $10.8M 1.13% +1,469 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,220 shares; 2025Q1: 15,636 shares; 2025Q2: 15,481 shares; 2025Q3: 15,595 shares; 2025Q4: 16,063 shares 16,063 $10.6M 1.11% +468 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,570 shares; 2025Q1: 63,066 shares; 2025Q2: 62,871 shares; 2025Q3: 63,101 shares; 2025Q4: 63,292 shares 63,292 $10.3M 1.07% +191 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,231 shares; 2025Q1: 39,480 shares; 2025Q2: 39,379 shares; 2025Q3: 39,259 shares; 2025Q4: 39,262 shares 39,262 $9.67M 1.01% +3 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102,723 shares; 2025Q1: 79,498 shares; 2025Q2: 79,392 shares; 2025Q3: 79,740 shares; 2025Q4: 80,925 shares 80,925 $8.92M 0.93% +1,185 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,431 shares; 2025Q1: 78,012 shares; 2025Q2: 77,839 shares; 2025Q3: 78,535 shares; 2025Q4: 78,761 shares 78,761 $8.84M 0.92% +226 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,230 shares; 2025Q1: 41,446 shares; 2025Q2: 42,165 shares; 2025Q3: 42,030 shares; 2025Q4: 42,619 shares 42,619 $8.82M 0.92% +589 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,257 shares; 2025Q4: 9,370 shares 9,370 $8.74M 0.91% +113 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 117,545 shares; 2025Q1: 100,626 shares; 2025Q2: 100,200 shares; 2025Q3: 100,037 shares; 2025Q4: 101,870 shares 101,870 $7.94M 0.83% +1,833 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,716 shares; 2025Q1: 45,898 shares; 2025Q2: 45,620 shares; 2025Q3: 45,194 shares; 2025Q4: 43,510 shares 43,510 $7.94M 0.83% -1,684 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,020 shares; 2025Q1: 110,001 shares; 2025Q2: 108,405 shares; 2025Q3: 116,150 shares; 2025Q4: 115,883 shares 115,883 $7.38M 0.77% -267 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,651 shares; 2025Q1: 6,273 shares; 2025Q2: 10,944 shares; 2025Q3: 38,281 shares; 2025Q4: 40,475 shares 40,475 $7.23M 0.75% +2,194 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,597 shares; 2025Q1: 70,520 shares; 2025Q2: 71,367 shares; 2025Q3: 74,010 shares; 2025Q4: 74,508 shares 74,508 $7.16M 0.75% +498 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,831 shares; 2025Q1: 48,537 shares; 2025Q2: 48,398 shares; 2025Q3: 47,774 shares; 2025Q4: 49,457 shares 49,457 $7.09M 0.74% +1,683 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,606 shares; 2025Q1: 131,015 shares; 2025Q2: 134,602 shares; 2025Q3: 131,167 shares; 2025Q4: 142,905 shares 142,905 $6.97M 0.73% +11,738 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,373 shares; 2025Q1: 73,502 shares; 2025Q2: 74,719 shares; 2025Q3: 58,762 shares; 2025Q4: 61,122 shares 61,122 $6.28M 0.65% +2,360 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,267 shares; 2025Q1: 21,267 shares; 2025Q2: 25,451 shares; 2025Q3: 48,500 shares; 2025Q4: 58,960 shares 58,960 $5.89M 0.61% +10,460 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,526 shares; 2025Q1: 36,836 shares; 2025Q2: 37,625 shares; 2025Q3: 37,799 shares; 2025Q4: 39,654 shares 39,654 $5.69M 0.59% +1,855 Timeline MEM MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,195 shares; 2025Q1: 151,293 shares; 2025Q2: 151,807 shares; 2025Q3: 150,840 shares; 2025Q4: 154,216 shares 154,216 $5.52M 0.58% +3,376 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,405 shares; 2025Q1: 22,868 shares; 2025Q2: 22,961 shares; 2025Q3: 23,324 shares; 2025Q4: 23,886 shares 23,886 $5.51M 0.57% +562 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,371 shares; 2025Q1: 65,150 shares; 2025Q2: 64,398 shares; 2025Q3: 63,385 shares; 2025Q4: 61,045 shares 61,045 $5.12M 0.53% -2,340 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,971 shares; 2025Q1: 14,847 shares; 2025Q2: 14,825 shares; 2025Q3: 15,242 shares; 2025Q4: 15,438 shares 15,438 $4.83M 0.5% +196 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,989 shares; 2025Q4: 52,178 shares 52,178 $4.77M 0.5% -19,811 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,504 shares; 2025Q1: 95,281 shares; 2025Q2: 91,826 shares; 2025Q3: 88,266 shares; 2025Q4: 88,979 shares 88,979 $4.5M 0.47% +713 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,179 shares; 2025Q1: 11,381 shares; 2025Q2: 11,627 shares; 2025Q3: 11,600 shares; 2025Q4: 12,617 shares 12,617 $4.34M 0.45% +1,017 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,636 shares; 2025Q1: 15,566 shares; 2025Q2: 47,089 shares; 2025Q3: 38,103 shares; 2025Q4: 47,039 shares 47,039 $3.9M 0.41% +8,936 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,917 shares; 2025Q1: 17,699 shares; 2025Q2: 17,581 shares; 2025Q3: 17,071 shares; 2025Q4: 16,967 shares 16,967 $3.88M 0.4% -104 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,974 shares; 2025Q1: 67,845 shares; 2025Q2: 69,472 shares; 2025Q3: 70,130 shares; 2025Q4: 76,920 shares 76,920 $3.85M 0.4% +6,790 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,769 shares; 2025Q1: 3,749 shares; 2025Q2: 4,177 shares; 2025Q3: 4,309 shares; 2025Q4: 4,431 shares 4,431 $3.82M 0.4% +122 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,762 shares; 2025Q1: 2,863 shares; 2025Q2: 3,238 shares; 2025Q3: 3,203 shares; 2025Q4: 5,436 shares 5,436 $3.71M 0.39% +2,233 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,591 shares; 2025Q1: 12,565 shares; 2025Q2: 18,727 shares; 2025Q3: 27,102 shares; 2025Q4: 38,296 shares 38,296 $3.65M 0.38% +11,194 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,474 shares; 2025Q1: 10,024 shares; 2025Q2: 10,105 shares; 2025Q3: 10,044 shares; 2025Q4: 10,111 shares 10,111 $3.55M 0.37% +67 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,738 shares; 2025Q1: 46,600 shares; 2025Q2: 47,974 shares; 2025Q3: 48,843 shares; 2025Q4: 52,412 shares 52,412 $3.52M 0.37% +3,569 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,903 shares; 2025Q1: 33,909 shares; 2025Q2: 33,910 shares; 2025Q3: 33,914 shares; 2025Q4: 33,911 shares 33,911 $3.47M 0.36% -3 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,882 shares; 2025Q1: 18,093 shares; 2025Q2: 16,614 shares; 2025Q3: 17,235 shares; 2025Q4: 17,776 shares 17,776 $3.46M 0.36% +541 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,932 shares; 2025Q1: 8,698 shares; 2025Q2: 9,903 shares; 2025Q3: 10,536 shares; 2025Q4: 13,173 shares 13,173 $3.33M 0.35% +2,637 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,124 shares 39,124 $3.23M 0.34% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,714 shares; 2025Q1: 58,582 shares; 2025Q2: 60,124 shares; 2025Q3: 61,126 shares; 2025Q4: 32,440 shares 32,440 $2.9M 0.3% -28,686 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,098 shares 10,098 $2.9M 0.3% new Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,984 shares; 2025Q1: 19,303 shares; 2025Q2: 29,511 shares; 2025Q3: 44,648 shares; 2025Q4: 56,071 shares 56,071 $2.84M 0.3% +11,423 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,840 shares; 2025Q1: 4,965 shares; 2025Q2: 4,947 shares; 2025Q3: 8,321 shares; 2025Q4: 8,326 shares 8,326 $2.61M 0.27% +5 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,027 shares; 2025Q1: 33,948 shares; 2025Q2: 34,099 shares; 2025Q3: 25,216 shares; 2025Q4: 10,016 shares 10,016 $2.29M 0.24% -15,200 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,972 shares; 2025Q1: 7,961 shares; 2025Q2: 9,555 shares; 2025Q3: 19,807 shares; 2025Q4: 27,048 shares 27,048 $2.29M 0.24% +7,241 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,688 shares; 2025Q1: 7,465 shares; 2025Q2: 7,431 shares; 2025Q3: 7,235 shares; 2025Q4: 7,065 shares 7,065 $2.16M 0.23% -170 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,732 shares; 2025Q1: 3,831 shares; 2025Q2: 3,899 shares; 2025Q3: 4,133 shares; 2025Q4: 4,224 shares 4,224 $2.16M 0.22% +91 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,941 shares; 2025Q1: 17,273 shares; 2025Q2: 16,883 shares; 2025Q3: 17,446 shares; 2025Q4: 17,325 shares 17,325 $2.08M 0.22% -121 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,981 shares; 2025Q1: 4,148 shares; 2025Q2: 4,206 shares; 2025Q3: 4,209 shares; 2025Q4: 4,101 shares 4,101 $1.98M 0.21% -108 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,949 shares; 2025Q1: 9,099 shares; 2025Q2: 9,464 shares; 2025Q3: 9,327 shares; 2025Q4: 8,919 shares 8,919 $1.96M 0.2% -408 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,798 shares; 2025Q1: 1,760 shares; 2025Q2: 1,756 shares; 2025Q3: 1,658 shares; 2025Q4: 1,730 shares 1,730 $1.86M 0.19% +72 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,999 shares; 2025Q1: 3,350 shares; 2025Q2: 3,838 shares; 2025Q3: 3,866 shares; 2025Q4: 3,990 shares 3,990 $1.79M 0.19% +124 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,049 shares; 2025Q1: 5,688 shares; 2025Q2: 6,127 shares; 2025Q3: 5,693 shares; 2025Q4: 5,341 shares 5,341 $1.79M 0.19% -352 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,719 shares; 2025Q1: 11,591 shares; 2025Q2: 11,195 shares; 2025Q3: 10,861 shares; 2025Q4: 9,999 shares 9,999 $1.73M 0.18% -862 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,730 shares; 2025Q1: 22,414 shares; 2025Q2: 22,416 shares; 2025Q3: 22,777 shares; 2025Q4: 24,052 shares 24,052 $1.68M 0.18% +1,275 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,762 shares; 2025Q1: 4,370 shares; 2025Q2: 4,783 shares; 2025Q3: 4,712 shares; 2025Q4: 4,784 shares 4,784 $1.68M 0.17% +72 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,554 shares 18,554 $1.64M 0.17% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,380 shares; 2025Q1: 5,939 shares; 2025Q2: 6,599 shares; 2025Q3: 6,699 shares; 2025Q4: 9,114 shares 9,114 $1.62M 0.17% +2,415 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,708 shares; 2025Q1: 6,787 shares; 2025Q2: 6,490 shares; 2025Q3: 6,250 shares; 2025Q4: 6,042 shares 6,042 $1.57M 0.16% -208 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,575 shares; 2025Q1: 1,835 shares; 2025Q2: 2,259 shares; 2025Q3: 2,274 shares; 2025Q4: 2,344 shares 2,344 $1.55M 0.16% +70 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,158 shares; 2025Q1: 3,205 shares; 2025Q2: 3,249 shares; 2025Q3: 3,303 shares; 2025Q4: 3,295 shares 3,295 $1.53M 0.16% -8 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,573 shares; 2025Q1: 3,061 shares; 2025Q2: 3,051 shares; 2025Q3: 3,037 shares; 2025Q4: 2,958 shares 2,958 $1.49M 0.15% -79 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,947 shares; 2025Q1: 8,223 shares; 2025Q2: 9,096 shares; 2025Q3: 10,025 shares; 2025Q4: 9,561 shares 9,561 $1.46M 0.15% -464 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,075 shares; 2025Q1: 7,861 shares; 2025Q2: 7,824 shares; 2025Q3: 7,641 shares; 2025Q4: 7,420 shares 7,420 $1.45M 0.15% -221 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,507 shares; 2025Q1: 2,949 shares; 2025Q2: 3,497 shares; 2025Q3: 9,343 shares; 2025Q4: 13,712 shares 13,712 $1.43M 0.15% +4,369 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,193 shares; 2025Q2: not reported; 2025Q3: 7,931 shares; 2025Q4: 26,625 shares 26,625 $1.38M 0.14% +18,694 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,649 shares; 2025Q1: 11,479 shares; 2025Q2: 11,722 shares; 2025Q3: 12,852 shares; 2025Q4: 13,040 shares 13,040 $1.37M 0.14% +188 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,491 shares; 2025Q1: 1,422 shares; 2025Q2: 1,601 shares; 2025Q3: 2,060 shares; 2025Q4: 2,216 shares 2,216 $1.36M 0.14% +156 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,280 shares; 2025Q1: 18,587 shares; 2025Q2: 17,930 shares; 2025Q3: 17,134 shares; 2025Q4: 16,431 shares 16,431 $1.33M 0.14% -703 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,958 shares; 2025Q1: 4,378 shares; 2025Q2: 9,913 shares; 2025Q3: 9,990 shares; 2025Q4: 12,950 shares 12,950 $1.33M 0.14% +2,960 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,875 shares; 2025Q1: 6,701 shares; 2025Q2: 6,688 shares; 2025Q3: 6,518 shares; 2025Q4: 6,397 shares 6,397 $1.32M 0.14% -121 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,342 shares; 2025Q1: 12,834 shares; 2025Q2: 12,345 shares; 2025Q3: 11,974 shares; 2025Q4: 11,411 shares 11,411 $1.32M 0.14% -563 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,473 shares; 2025Q1: 18,653 shares; 2025Q2: 19,103 shares; 2025Q3: 16,592 shares; 2025Q4: 16,917 shares 16,917 $1.3M 0.14% +325 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,163 shares; 2025Q1: 3,270 shares; 2025Q2: 3,471 shares; 2025Q3: 3,493 shares; 2025Q4: 3,661 shares 3,661 $1.27M 0.13% +168 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,258 shares; 2025Q1: 6,961 shares; 2025Q2: 9,459 shares; 2025Q3: 10,709 shares; 2025Q4: 15,272 shares 15,272 $1.23M 0.13% +4,563 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,873 shares; 2025Q1: 7,085 shares; 2025Q2: 6,715 shares; 2025Q3: 6,403 shares; 2025Q4: 6,434 shares 6,434 $1.23M 0.13% +31 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,095 shares; 2025Q1: 1,920 shares; 2025Q2: 1,955 shares; 2025Q3: 2,054 shares; 2025Q4: 2,154 shares 2,154 $1.22M 0.13% +100 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,089 shares; 2025Q1: 13,609 shares; 2025Q2: 13,778 shares; 2025Q3: 14,083 shares; 2025Q4: 14,802 shares 14,802 $1.18M 0.12% +719 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,247 shares; 2025Q1: 3,067 shares; 2025Q2: 3,117 shares; 2025Q3: 3,255 shares; 2025Q4: 3,383 shares 3,383 $1.17M 0.12% +128 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,560 shares; 2025Q1: 17,560 shares; 2025Q2: 17,560 shares; 2025Q3: 16,852 shares; 2025Q4: 16,852 shares 16,852 $1.15M 0.12% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,083 shares; 2025Q1: 2,875 shares; 2025Q2: 2,961 shares; 2025Q3: 3,221 shares; 2025Q4: 3,700 shares 3,700 $1.12M 0.12% +479 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,110 shares; 2025Q1: 2,177 shares; 2025Q2: 2,227 shares; 2025Q3: 2,301 shares; 2025Q4: 2,448 shares 2,448 $1.09M 0.11% +147 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,140 shares; 2025Q1: 4,095 shares; 2025Q2: 4,169 shares; 2025Q3: 4,271 shares; 2025Q4: 4,495 shares 4,495 $1.08M 0.11% +224 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,657 shares; 2025Q4: 20,004 shares 20,004 $1.06M 0.11% -1,653 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,778 shares; 2025Q1: 18,339 shares; 2025Q2: 19,751 shares; 2025Q3: 19,460 shares; 2025Q4: 19,796 shares 19,796 $1.06M 0.11% +336 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,053 shares; 2025Q1: 6,244 shares; 2025Q2: 6,074 shares; 2025Q3: 5,979 shares; 2025Q4: 5,801 shares 5,801 $1.06M 0.11% -178 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,901 shares; 2025Q1: 4,966 shares; 2025Q2: 5,034 shares; 2025Q3: 5,160 shares; 2025Q4: 5,548 shares 5,548 $1.03M 0.11% +388 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,848 shares; 2025Q1: 3,157 shares; 2025Q2: 3,066 shares; 2025Q3: 3,247 shares; 2025Q4: 3,809 shares 3,809 $1.02M 0.11% +562 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,006 shares; 2025Q1: 5,033 shares; 2025Q2: 6,113 shares; 2025Q3: 5,985 shares; 2025Q4: 6,132 shares 6,132 $987K 0.1% +147 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,874 shares; 2025Q1: 2,944 shares; 2025Q2: 3,006 shares; 2025Q3: 3,064 shares; 2025Q4: 3,145 shares 3,145 $983K 0.1% +81 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,146 shares; 2025Q1: 5,434 shares; 2025Q2: 5,213 shares; 2025Q3: 5,056 shares; 2025Q4: 4,822 shares 4,822 $972K 0.1% -234 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 816 shares; 2025Q1: 803 shares; 2025Q2: 925 shares; 2025Q3: 1,033 shares; 2025Q4: 10,185 shares 10,185 $955K 0.1% +9,152 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,178 shares; 2025Q1: 3,263 shares; 2025Q2: 3,349 shares; 2025Q3: 3,424 shares; 2025Q4: 2,885 shares 2,885 $935K 0.1% -539 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,110 shares; 2025Q1: 20,647 shares; 2025Q2: 22,052 shares; 2025Q3: 18,657 shares; 2025Q4: 25,149 shares 25,149 $928K 0.1% +6,492 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,984 shares; 2025Q1: 12,567 shares; 2025Q2: 12,586 shares; 2025Q3: 15,124 shares; 2025Q4: 16,731 shares 16,731 $920K 0.1% +1,607 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,753 shares; 2025Q1: 10,831 shares; 2025Q2: 11,039 shares; 2025Q3: 11,197 shares; 2025Q4: 10,855 shares 10,855 $914K 0.1% -342 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,813 shares; 2025Q1: 18,504 shares; 2025Q2: 18,458 shares; 2025Q3: 14,964 shares; 2025Q4: 3,136 shares 3,136 $910K 0.09% -11,828 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,163 shares; 2025Q1: 19,336 shares; 2025Q2: 19,741 shares; 2025Q3: 20,262 shares; 2025Q4: 22,845 shares 22,845 $894K 0.09% +2,583 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,964 shares; 2025Q1: 19,624 shares; 2025Q2: 19,725 shares; 2025Q3: 20,764 shares; 2025Q4: 21,348 shares 21,348 $869K 0.09% +584 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,658 shares; 2025Q1: 3,852 shares; 2025Q2: 4,127 shares; 2025Q3: 4,183 shares; 2025Q4: 3,707 shares 3,707 $849K 0.09% -476 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,278 shares; 2025Q4: 16,457 shares 16,457 $832K 0.09% -2,821 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 588 shares; 2025Q1: 569 shares; 2025Q2: 610 shares; 2025Q3: 636 shares; 2025Q4: 703 shares 703 $752K 0.08% +67 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,821 shares; 2025Q1: 2,916 shares; 2025Q2: 2,831 shares; 2025Q3: 2,791 shares; 2025Q4: 2,806 shares 2,806 $721K 0.08% +15 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,696 shares; 2025Q1: 5,435 shares; 2025Q2: 5,840 shares; 2025Q3: 7,817 shares; 2025Q4: 10,263 shares 10,263 $713K 0.07% +2,446 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,508 shares; 2025Q1: 3,733 shares; 2025Q2: 3,401 shares; 2025Q3: 3,249 shares; 2025Q4: 3,234 shares 3,234 $711K 0.07% -15 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,062 shares; 2025Q1: 41,062 shares; 2025Q2: 40,402 shares; 2025Q3: 39,678 shares; 2025Q4: 39,678 shares 39,678 $706K 0.07% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,450 shares 7,450 $701K 0.07% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,049 shares; 2025Q2: 4,046 shares; 2025Q3: 4,037 shares; 2025Q4: 4,078 shares 4,078 $698K 0.07% +41 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,956 shares; 2025Q1: 3,996 shares; 2025Q2: 5,161 shares; 2025Q3: 5,164 shares; 2025Q4: 5,190 shares 5,190 $689K 0.07% +26 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,540 shares; 2025Q3: 1,609 shares; 2025Q4: 1,609 shares 1,609 $664K 0.07% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,257 shares; 2025Q3: 1,248 shares; 2025Q4: 2,572 shares 2,572 $633K 0.07% +1,324 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,826 shares; 2025Q1: 13,824 shares; 2025Q2: 12,826 shares; 2025Q3: 11,880 shares; 2025Q4: 11,880 shares 11,880 $629K 0.07% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,176 shares; 2025Q1: 22,237 shares; 2025Q2: 23,430 shares; 2025Q3: 22,783 shares; 2025Q4: 24,655 shares 24,655 $614K 0.06% +1,872 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,957 shares; 2025Q1: 5,982 shares; 2025Q2: 5,947 shares; 2025Q3: 4,826 shares; 2025Q4: 4,836 shares 4,836 $596K 0.06% +10 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,808 shares; 2025Q1: 2,808 shares; 2025Q2: 2,813 shares; 2025Q3: 3,398 shares; 2025Q4: 4,821 shares 4,821 $585K 0.06% +1,423 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,659 shares; 2025Q2: 6,034 shares; 2025Q3: 7,068 shares; 2025Q4: 9,387 shares 9,387 $564K 0.06% +2,319 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,271 shares; 2025Q1: 4,408 shares; 2025Q2: 4,572 shares; 2025Q3: 4,572 shares; 2025Q4: 4,690 shares 4,690 $564K 0.06% +118 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,687 shares; 2025Q1: 15,560 shares; 2025Q2: 15,542 shares; 2025Q3: 15,494 shares; 2025Q4: 15,490 shares 15,490 $562K 0.06% -4 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,121 shares; 2025Q2: 3,244 shares; 2025Q3: 2,860 shares; 2025Q4: 4,648 shares 4,648 $555K 0.06% +1,788 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,830 shares; 2025Q1: 2,005 shares; 2025Q2: 2,005 shares; 2025Q3: 1,860 shares; 2025Q4: 3,720 shares 3,720 $536K 0.06% +1,860 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 676 shares; 2025Q1: 691 shares; 2025Q2: 791 shares; 2025Q3: 1,062 shares; 2025Q4: 1,097 shares 1,097 $535K 0.06% +35 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,189 shares; 2025Q1: 21,219 shares; 2025Q2: 10,362 shares; 2025Q3: 10,403 shares; 2025Q4: 10,463 shares 10,463 $535K 0.06% +60 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,728 shares; 2025Q1: 4,838 shares; 2025Q2: 5,155 shares; 2025Q3: 6,929 shares; 2025Q4: 8,072 shares 8,072 $533K 0.06% +1,143 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,607 shares; 2025Q1: 11,607 shares; 2025Q2: 11,607 shares; 2025Q3: 11,607 shares; 2025Q4: 11,607 shares 11,607 $528K 0.05% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,814 shares; 2025Q1: 1,832 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 1,818 shares 1,818 $525K 0.05% -14 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,151 shares; 2025Q1: 2,151 shares; 2025Q2: 2,151 shares; 2025Q3: 2,718 shares; 2025Q4: 2,639 shares 2,639 $524K 0.05% -79 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,712 shares; 2025Q1: 6,103 shares; 2025Q2: 5,204 shares; 2025Q3: 5,000 shares; 2025Q4: 5,320 shares 5,320 $520K 0.05% +320 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 606 shares; 2025Q1: 651 shares; 2025Q2: 622 shares; 2025Q3: 630 shares; 2025Q4: 829 shares 829 $520K 0.05% +199 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,419 shares; 2025Q1: 1,439 shares; 2025Q2: 1,738 shares; 2025Q3: 1,710 shares; 2025Q4: 1,745 shares 1,745 $517K 0.05% +35 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,500 shares 52,500 $500K 0.05% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,019 shares; 2025Q2: 886 shares; 2025Q3: 886 shares; 2025Q4: 1,258 shares 1,258 $499K 0.05% +372 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 845 shares; 2025Q1: 841 shares; 2025Q2: 834 shares; 2025Q3: 860 shares; 2025Q4: 863 shares 863 $492K 0.05% +3 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,396 shares; 2025Q1: 3,686 shares; 2025Q2: 3,565 shares; 2025Q3: 2,534 shares; 2025Q4: 2,758 shares 2,758 $490K 0.05% +224 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,938 shares 18,938 $477K 0.05% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,807 shares; 2025Q3: 8,379 shares; 2025Q4: 8,374 shares 8,374 $475K 0.05% -5 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,720 shares 2,720 $465K 0.05% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,394 shares; 2025Q1: 3,384 shares; 2025Q2: 3,681 shares; 2025Q3: 4,063 shares; 2025Q4: 4,733 shares 4,733 $456K 0.05% +670 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,180 shares; 2025Q1: 2,180 shares; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares; 2025Q4: 2,880 shares 2,880 $436K 0.05% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 605 shares; 2025Q3: 606 shares; 2025Q4: 731 shares 731 $419K 0.04% +125 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,774 shares; 2025Q4: 4,250 shares 4,250 $413K 0.04% +1,476 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 885 shares; 2025Q1: 853 shares; 2025Q2: 853 shares; 2025Q3: 854 shares; 2025Q4: 868 shares 868 $411K 0.04% +14 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,320 shares 8,320 $403K 0.04% new Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,473 shares; 2025Q1: 5,196 shares; 2025Q2: 5,581 shares; 2025Q3: 6,094 shares; 2025Q4: 7,425 shares 7,425 $401K 0.04% +1,331 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,329 shares; 2025Q1: 2,464 shares; 2025Q2: 2,564 shares; 2025Q3: 2,561 shares; 2025Q4: 2,489 shares 2,489 $398K 0.04% -72 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,691 shares; 2025Q1: 1,669 shares; 2025Q2: 1,874 shares; 2025Q3: 1,876 shares; 2025Q4: 1,826 shares 1,826 $397K 0.04% -50 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 723 shares; 2025Q4: 1,285 shares 1,285 $396K 0.04% +562 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 996 shares; 2025Q1: 997 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,981 shares 1,981 $385K 0.04% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,769 shares; 2025Q1: 2,769 shares; 2025Q2: 2,769 shares; 2025Q3: 2,769 shares; 2025Q4: 2,769 shares 2,769 $379K 0.04% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,533 shares; 2025Q1: 3,468 shares; 2025Q2: 3,469 shares; 2025Q3: 4,044 shares; 2025Q4: 4,044 shares 4,044 $377K 0.04% 0 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares 3,600 $376K 0.04% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 682 shares; 2025Q4: 1,272 shares 1,272 $367K 0.04% +590 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,619 shares; 2025Q3: 6,167 shares; 2025Q4: 7,187 shares 7,187 $357K 0.04% +1,020 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,238 shares 1,238 $353K 0.04% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 861 shares; 2025Q1: 886 shares; 2025Q2: 896 shares; 2025Q3: 895 shares; 2025Q4: 918 shares 918 $340K 0.04% +23 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,496 shares 3,496 $336K 0.03% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,812 shares; 2025Q4: 2,430 shares 2,430 $335K 0.03% +618 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,798 shares 14,798 $331K 0.03% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 152 shares; 2025Q4: 152 shares 152 $327K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,859 shares; 2025Q1: 1,921 shares; 2025Q2: 2,073 shares; 2025Q3: not reported; 2025Q4: 932 shares 932 $326K 0.03% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,065 shares; 2025Q1: 3,078 shares; 2025Q2: 2,281 shares; 2025Q3: 2,238 shares; 2025Q4: 2,236 shares 2,236 $320K 0.03% -2 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,288 shares; 2025Q4: 3,261 shares 3,261 $319K 0.03% +973 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,490 shares 7,490 $318K 0.03% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,146 shares; 2025Q4: 1,146 shares 1,146 $316K 0.03% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 394 shares; 2025Q2: 350 shares; 2025Q3: 349 shares; 2025Q4: 349 shares 349 $307K 0.03% 0 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,941 shares; 2025Q4: 4,004 shares 4,004 $300K 0.03% +1,063 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,116 shares; 2025Q1: 1,288 shares; 2025Q2: 1,213 shares; 2025Q3: 1,176 shares; 2025Q4: 1,131 shares 1,131 $300K 0.03% -45 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,058 shares; 2025Q3: 4,064 shares; 2025Q4: 4,014 shares 4,014 $297K 0.03% -50 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,750 shares; 2025Q3: 8,605 shares; 2025Q4: 8,605 shares 8,605 $297K 0.03% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 827 shares; 2025Q3: 827 shares; 2025Q4: 835 shares 835 $295K 0.03% +8 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 442 shares; 2025Q4: 436 shares 436 $294K 0.03% -6 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,586 shares; 2025Q4: 3,586 shares 3,586 $285K 0.03% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,751 shares; 2025Q1: 1,719 shares; 2025Q2: 1,718 shares; 2025Q3: 1,712 shares; 2025Q4: 953 shares 953 $282K 0.03% -759 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,334 shares; 2025Q1: 1,481 shares; 2025Q2: 1,397 shares; 2025Q3: 1,387 shares; 2025Q4: 1,489 shares 1,489 $274K 0.03% +102 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,067 shares 6,067 $273K 0.03% new Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,828 shares; 2025Q1: 11,828 shares; 2025Q2: 11,828 shares; 2025Q3: 21,980 shares; 2025Q4: 21,980 shares 21,980 $268K 0.03% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,498 shares; 2025Q1: 3,323 shares; 2025Q2: 2,604 shares; 2025Q3: 2,604 shares; 2025Q4: 2,604 shares 2,604 $268K 0.03% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,792 shares 2,792 $265K 0.03% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,917 shares; 2025Q1: 2,670 shares; 2025Q2: 2,670 shares; 2025Q3: 2,620 shares; 2025Q4: 2,509 shares 2,509 $265K 0.03% -111 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,868 shares 9,868 $258K 0.03% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 391 shares 391 $256K 0.03% new Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,756 shares; 2025Q1: 5,756 shares; 2025Q2: 5,756 shares; 2025Q3: 5,756 shares; 2025Q4: 5,756 shares 5,756 $254K 0.03% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,882 shares; 2025Q4: 2,882 shares 2,882 $254K 0.03% 0 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,747 shares 5,747 $253K 0.03% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,126 shares 2,126 $247K 0.03% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,470 shares; 2025Q4: 1,579 shares 1,579 $243K 0.03% +109 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,888 shares; 2025Q1: 1,888 shares; 2025Q2: 1,888 shares; 2025Q3: 1,888 shares; 2025Q4: 1,915 shares 1,915 $242K 0.03% +27 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,492 shares 4,492 $242K 0.03% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,127 shares 1,127 $241K 0.03% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,140 shares 1,140 $238K 0.02% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,293 shares; 2025Q1: not reported; 2025Q2: 1,171 shares; 2025Q3: 1,181 shares; 2025Q4: 1,182 shares 1,182 $236K 0.02% +1 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,313 shares; 2025Q1: not reported; 2025Q2: 5,313 shares; 2025Q3: 5,913 shares; 2025Q4: 5,923 shares 5,923 $235K 0.02% +10 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 956 shares 956 $232K 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,687 shares; 2025Q3: 17,633 shares; 2025Q4: 17,633 shares 17,633 $231K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,940 shares; 2025Q3: 4,940 shares; 2025Q4: 4,940 shares 4,940 $231K 0.02% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,530 shares 3,530 $231K 0.02% new Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,770 shares; 2025Q3: 7,770 shares; 2025Q4: 7,770 shares 7,770 $224K 0.02% 0 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,345 shares 43,345 $224K 0.02% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,958 shares 1,958 $223K 0.02% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,902 shares 1,902 $222K 0.02% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 763 shares; 2025Q4: 763 shares 763 $221K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 515 shares; 2025Q1: 569 shares; 2025Q2: 526 shares; 2025Q3: 524 shares; 2025Q4: 517 shares 517 $220K 0.02% -7 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 483 shares; 2025Q4: 483 shares 483 $215K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 454 shares 454 $213K 0.02% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,522 shares; 2025Q4: 8,742 shares 8,742 $210K 0.02% -780 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,350 shares; 2025Q1: 2,336 shares; 2025Q2: 2,336 shares; 2025Q3: 2,322 shares; 2025Q4: 2,051 shares 2,051 $207K 0.02% -271 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,685 shares 1,685 $207K 0.02% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,304 shares 3,304 $206K 0.02% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,408 shares; 2025Q4: 4,408 shares 4,408 $205K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,106 shares; 2025Q1: 7,996 shares; 2025Q2: 8,156 shares; 2025Q3: 8,462 shares; 2025Q4: 3,042 shares 3,042 $204K 0.02% -5,420 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 269 shares; 2025Q2: 233 shares; 2025Q3: 230 shares; 2025Q4: 188 shares 188 $201K 0.02% -42 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,087 shares; 2025Q2: 2,082 shares; 2025Q3: not reported; 2025Q4: 2,101 shares 2,101 $200K 0.02% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,073 shares; 2025Q1: 10,073 shares; 2025Q2: not reported; 2025Q3: 11,762 shares; 2025Q4: 14,735 shares 14,735 $95.3K 0.01% +2,973 Timeline FLUX FLUX PWR HLDGS INC More: the full row for FLUX PWR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,166 shares 58,166 $73.9K 0.01% new Timeline