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: 42,340 shares; 2024Q4: 44,257 shares; 2025Q1: 45,789 shares; 2025Q2: 46,704 shares; 2025Q3: 47,176 shares 47,176 $28.9M 16.09% +472 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: 397,708 shares; 2024Q4: 1,139,786 shares; 2025Q1: 1,165,547 shares; 2025Q2: 1,190,816 shares; 2025Q3: 1,223,612 shares 1,223,612 $28.7M 15.99% +32,796 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: 99,285 shares; 2024Q4: 122,826 shares; 2025Q1: 126,165 shares; 2025Q2: 128,232 shares; 2025Q3: 130,190 shares 130,190 $28.1M 15.64% +1,958 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: 40,048 shares; 2024Q4: 40,340 shares; 2025Q1: 41,391 shares; 2025Q2: 41,937 shares; 2025Q3: 42,268 shares 42,268 $25.4M 14.13% +331 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: 333,544 shares; 2024Q4: 589,614 shares; 2025Q1: 308,453 shares; 2025Q2: 318,795 shares; 2025Q3: 328,334 shares 328,334 $14.2M 7.92% +9,539 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: 124,357 shares; 2024Q4: 126,417 shares; 2025Q1: 128,587 shares; 2025Q2: 130,675 shares; 2025Q3: 133,216 shares 133,216 $12.7M 7.06% +2,541 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: not reported; 2024Q4: not reported; 2025Q1: 135,016 shares; 2025Q2: 136,244 shares; 2025Q3: 135,218 shares 135,218 $8.1M 4.51% -1,026 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: 18,425 shares; 2024Q4: 19,028 shares; 2025Q1: 19,119 shares; 2025Q2: 19,113 shares; 2025Q3: 18,225 shares 18,225 $4.64M 2.58% -888 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: 4,554 shares; 2024Q4: 4,612 shares; 2025Q1: 4,664 shares; 2025Q2: 4,664 shares; 2025Q3: 4,664 shares 4,664 $2.34M 1.31% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,174 shares; 2024Q4: 5,190 shares; 2025Q1: 5,203 shares; 2025Q2: 5,217 shares; 2025Q3: 5,230 shares 5,230 $1.98M 1.1% +13 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 3,597 shares; 2025Q1: 3,602 shares; 2025Q2: 3,602 shares; 2025Q3: 3,607 shares 3,607 $1.73M 0.96% +5 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: 5,185 shares; 2024Q4: 5,174 shares; 2025Q1: 5,230 shares; 2025Q2: 5,215 shares; 2025Q3: 5,268 shares 5,268 $1.66M 0.93% +53 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: 2,605 shares; 2024Q4: 3,018 shares; 2025Q1: 3,020 shares; 2025Q2: 3,022 shares; 2025Q3: 3,130 shares 3,130 $1.62M 0.9% +108 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: 6,535 shares; 2024Q4: 6,800 shares; 2025Q1: 6,872 shares; 2025Q2: 6,870 shares; 2025Q3: 7,130 shares 7,130 $1.57M 0.87% +260 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: 10,322 shares; 2024Q4: 7,911 shares; 2025Q1: 8,204 shares; 2025Q2: 8,218 shares; 2025Q3: 8,194 shares 8,194 $1.53M 0.85% -24 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: 5,118 shares; 2024Q4: 4,087 shares; 2025Q1: 4,211 shares; 2025Q2: 4,201 shares; 2025Q3: 4,160 shares 4,160 $1.37M 0.76% -41 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: 1,417 shares; 2024Q4: 5,387 shares; 2025Q1: 5,493 shares; 2025Q2: 5,190 shares; 2025Q3: 5,172 shares 5,172 $1.26M 0.7% -18 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: 9,696 shares; 2024Q4: 7,610 shares; 2025Q1: 7,359 shares; 2025Q2: 7,415 shares; 2025Q3: 7,539 shares 7,539 $1.1M 0.61% +124 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: 2,505 shares; 2024Q4: 2,775 shares; 2025Q1: 2,824 shares; 2025Q2: 2,825 shares; 2025Q3: 2,954 shares 2,954 $1.01M 0.56% +129 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,236 shares; 2024Q4: 3,238 shares; 2025Q1: 3,518 shares; 2025Q2: 3,518 shares; 2025Q3: 3,525 shares 3,525 $991K 0.55% +7 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: 2,081 shares; 2024Q4: 2,083 shares; 2025Q1: 2,085 shares; 2025Q2: 2,087 shares; 2025Q3: 2,089 shares 2,089 $979K 0.54% +2 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: 17,052 shares; 2024Q4: 18,017 shares; 2025Q1: 17,049 shares; 2025Q2: 17,106 shares; 2025Q3: 17,530 shares 17,530 $842K 0.47% +424 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: 5,367 shares; 2024Q4: 8,498 shares; 2025Q1: 6,911 shares; 2025Q2: 6,933 shares; 2025Q3: 7,263 shares 7,263 $819K 0.46% +330 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: 1,687 shares; 2024Q4: 1,693 shares; 2025Q1: 1,697 shares; 2025Q2: 1,702 shares; 2025Q3: 1,706 shares 1,706 $624K 0.35% +4 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: not reported; 2024Q4: not reported; 2025Q1: 680 shares; 2025Q2: 685 shares; 2025Q3: 650 shares 650 $602K 0.34% -35 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,354 shares; 2025Q1: 1,354 shares; 2025Q2: 1,354 shares; 2025Q3: 1,361 shares 1,361 $575K 0.32% +7 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: 622 shares; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 707 shares 707 $539K 0.3% +85 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: 2,954 shares; 2024Q4: 3,099 shares; 2025Q1: 3,102 shares; 2025Q2: 3,106 shares; 2025Q3: 3,127 shares 3,127 $480K 0.27% +21 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: 2,862 shares; 2024Q4: 2,864 shares; 2025Q1: 2,865 shares; 2025Q2: 2,868 shares; 2025Q3: 2,870 shares 2,870 $409K 0.23% +2 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: 6,236 shares; 2024Q4: 5,700 shares; 2025Q1: 5,367 shares; 2025Q2: 5,406 shares; 2025Q3: 5,513 shares 5,513 $382K 0.21% +107 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: 1,571 shares; 2024Q4: 1,571 shares; 2025Q1: 1,571 shares; 2025Q2: 1,576 shares; 2025Q3: 1,580 shares 1,580 $382K 0.21% +4 Timeline SDG 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: 4,343 shares; 2024Q4: 4,647 shares; 2025Q1: 4,355 shares; 2025Q2: 4,401 shares; 2025Q3: 4,463 shares 4,463 $371K 0.21% +62 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: not reported; 2024Q4: 1,204 shares; 2025Q1: not reported; 2025Q2: 1,207 shares; 2025Q3: 1,345 shares 1,345 $327K 0.18% +138 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: 2,262 shares; 2024Q4: 2,272 shares; 2025Q1: 2,281 shares; 2025Q2: 2,289 shares; 2025Q3: 2,298 shares 2,298 $321K 0.18% +9 Timeline CRBN 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: 1,581 shares; 2024Q4: 1,422 shares; 2025Q1: 1,278 shares; 2025Q2: 1,289 shares; 2025Q3: 1,311 shares 1,311 $297K 0.17% +22 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: 991 shares; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 997 shares 997 $281K 0.16% +6 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: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 303 shares 303 $279K 0.16% +35 Timeline SHE 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: 2,685 shares; 2024Q4: 2,343 shares; 2025Q1: 2,119 shares; 2025Q2: 2,126 shares; 2025Q3: 2,172 shares 2,172 $277K 0.15% +46 Timeline BGRN 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: 5,697 shares; 2024Q4: 5,808 shares; 2025Q1: 5,509 shares; 2025Q2: 5,529 shares; 2025Q3: 5,690 shares 5,690 $274K 0.15% +161 Timeline WAT WATERS CORP More: the full row for WATERS CORP 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 $260K 0.14% 0 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: 834 shares; 2024Q4: 807 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 772 shares 772 $253K 0.14% +2 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: 3,193 shares; 2024Q4: 9,613 shares; 2025Q1: 9,642 shares; 2025Q2: 9,671 shares; 2025Q3: 9,699 shares 9,699 $249K 0.14% +28 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,968 shares; 2025Q1: 1,984 shares; 2025Q2: 2,001 shares; 2025Q3: 2,018 shares 2,018 $231K 0.13% +17 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,545 shares; 2024Q4: 4,545 shares; 2025Q1: 4,545 shares; 2025Q2: 4,545 shares; 2025Q3: 4,563 shares 4,563 $230K 0.13% +18 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: 1,065 shares; 2024Q4: 1,071 shares; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,085 shares 1,085 $221K 0.12% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares 835 $200K 0.11% new Timeline