IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522,623 shares; 2024Q4: 522,942 shares; 2025Q1: 528,936 shares; 2025Q2: 511,769 shares; 2025Q3: 507,621 shares 507,621 $340M 17.14% -4,148 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,359,721 shares; 2024Q4: 1,382,218 shares; 2025Q1: 1,432,678 shares; 2025Q2: 1,397,827 shares; 2025Q3: 1,444,799 shares 1,444,799 $94.3M 4.76% +46,972 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,142,860 shares; 2024Q4: 1,306,764 shares; 2025Q1: 1,408,916 shares; 2025Q2: 1,618,829 shares; 2025Q3: 1,779,660 shares 1,779,660 $90.1M 4.55% +160,831 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,174 shares; 2024Q4: 119,813 shares; 2025Q1: 119,956 shares; 2025Q2: 118,212 shares; 2025Q3: 117,901 shares 117,901 $78.5M 3.96% -311 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 565,812 shares; 2024Q4: 656,176 shares; 2025Q1: 698,801 shares; 2025Q2: 745,623 shares; 2025Q3: 838,650 shares 838,650 $73.2M 3.69% +93,027 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683,097 shares; 2024Q4: 674,165 shares; 2025Q1: 689,483 shares; 2025Q2: 716,008 shares; 2025Q3: 684,950 shares 684,950 $71.6M 3.61% -31,058 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: 248,989 shares; 2024Q4: 251,534 shares; 2025Q1: 253,189 shares; 2025Q2: 259,702 shares; 2025Q3: 272,103 shares 272,103 $69.3M 3.5% +12,401 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,110,654 shares; 2024Q4: 1,098,135 shares; 2025Q1: 1,132,034 shares; 2025Q2: 1,196,168 shares; 2025Q3: 1,194,210 shares 1,194,210 $66.1M 3.33% -1,958 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 531,921 shares; 2024Q4: 537,324 shares; 2025Q1: 549,890 shares; 2025Q2: 534,526 shares; 2025Q3: 551,551 shares 551,551 $65.5M 3.31% +17,025 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: 827,056 shares; 2024Q4: 882,466 shares; 2025Q1: 963,057 shares; 2025Q2: 1,005,173 shares; 2025Q3: 1,071,049 shares 1,071,049 $64.2M 3.24% +65,876 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 626,510 shares; 2024Q4: 776,385 shares; 2025Q1: 808,311 shares; 2025Q2: 984,182 shares; 2025Q3: 981,006 shares 981,006 $53.2M 2.68% -3,176 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: 384,567 shares; 2024Q4: 378,386 shares; 2025Q1: 377,973 shares; 2025Q2: 374,660 shares; 2025Q3: 370,580 shares 370,580 $35.3M 1.78% -4,080 Timeline IBDU 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: 1,211,319 shares; 2024Q4: 1,281,609 shares; 2025Q1: 1,332,602 shares; 2025Q2: 1,346,557 shares; 2025Q3: 1,421,892 shares 1,421,892 $33.4M 1.68% +75,335 Timeline IBDV 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: 979,221 shares; 2024Q4: 1,169,191 shares; 2025Q1: 1,312,798 shares; 2025Q2: 1,338,959 shares; 2025Q3: 1,435,980 shares 1,435,980 $31.8M 1.6% +97,021 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,803 shares; 2024Q4: 267,384 shares; 2025Q1: 284,369 shares; 2025Q2: 284,786 shares; 2025Q3: 285,548 shares 285,548 $31.6M 1.59% +762 Timeline MDYV 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: 344,556 shares; 2024Q4: 343,576 shares; 2025Q1: 346,152 shares; 2025Q2: 372,304 shares; 2025Q3: 370,971 shares 370,971 $30.9M 1.56% -1,333 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706,293 shares; 2024Q4: 691,816 shares; 2025Q1: 691,425 shares; 2025Q2: 686,277 shares; 2025Q3: 681,499 shares 681,499 $30.8M 1.55% -4,778 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,434 shares; 2024Q4: 242,456 shares; 2025Q1: 266,767 shares; 2025Q2: 436,432 shares; 2025Q3: 458,703 shares 458,703 $30.2M 1.53% +22,271 Timeline IBDW 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: 774,020 shares; 2024Q4: 1,024,300 shares; 2025Q1: 1,282,281 shares; 2025Q2: 1,311,440 shares; 2025Q3: 1,419,923 shares 1,419,923 $30.1M 1.52% +108,483 Timeline MDYG 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: 301,152 shares; 2024Q4: 299,996 shares; 2025Q1: 302,748 shares; 2025Q2: 327,619 shares; 2025Q3: 325,832 shares 325,832 $29.8M 1.5% -1,787 Timeline IBDT 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: 1,059,782 shares; 2024Q4: 1,087,184 shares; 2025Q1: 1,098,833 shares; 2025Q2: 1,113,518 shares; 2025Q3: 1,161,401 shares 1,161,401 $29.6M 1.5% +47,883 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,028 shares; 2024Q4: 204,025 shares; 2025Q1: 202,040 shares; 2025Q2: 195,246 shares; 2025Q3: 193,866 shares 193,866 $27.2M 1.37% -1,380 Timeline SLYV 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: 257,041 shares; 2024Q4: 254,949 shares; 2025Q1: 262,088 shares; 2025Q2: 284,381 shares; 2025Q3: 282,377 shares 282,377 $25M 1.26% -2,004 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,599 shares; 2024Q4: 42,281 shares; 2025Q1: 42,360 shares; 2025Q2: 42,378 shares; 2025Q3: 41,928 shares 41,928 $25M 1.26% -450 Timeline IBDS 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: 1,017,458 shares; 2024Q4: not reported; 2025Q1: 990,859 shares; 2025Q2: 991,308 shares; 2025Q3: 988,062 shares 988,062 $24M 1.21% -3,246 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,721 shares; 2024Q4: 409,624 shares; 2025Q1: 447,198 shares; 2025Q2: 447,081 shares; 2025Q3: 447,137 shares 447,137 $23.8M 1.2% +56 Timeline IBDR 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: 890,755 shares; 2024Q4: not reported; 2025Q1: 828,755 shares; 2025Q2: 818,441 shares; 2025Q3: 802,857 shares 802,857 $19.5M 0.98% -15,584 Timeline SLYG 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: 174,915 shares; 2024Q4: 172,848 shares; 2025Q1: 179,669 shares; 2025Q2: 204,846 shares; 2025Q3: 204,487 shares 204,487 $19.3M 0.97% -359 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: 30,111 shares; 2024Q4: 28,875 shares; 2025Q1: 30,257 shares; 2025Q2: 34,050 shares; 2025Q3: 35,542 shares 35,542 $18.4M 0.93% +1,492 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 393,449 shares; 2025Q2: 514,089 shares; 2025Q3: 675,192 shares 675,192 $17.3M 0.87% +161,103 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,104 shares; 2024Q4: 160,509 shares; 2025Q1: 160,540 shares; 2025Q2: 139,972 shares; 2025Q3: 116,300 shares 116,300 $16.6M 0.84% -23,672 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: 47,351 shares; 2024Q4: 46,712 shares; 2025Q1: 46,756 shares; 2025Q2: 46,249 shares; 2025Q3: 46,092 shares 46,092 $15.1M 0.76% -157 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: 44,168 shares; 2024Q4: 45,094 shares; 2025Q1: 45,565 shares; 2025Q2: 51,175 shares; 2025Q3: 57,007 shares 57,007 $12.5M 0.63% +5,832 Timeline NYF 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: 196,898 shares; 2024Q4: 220,328 shares; 2025Q1: 227,887 shares; 2025Q2: 222,354 shares; 2025Q3: 233,173 shares 233,173 $12.4M 0.63% +10,819 Timeline SCZ 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: 178,508 shares; 2024Q4: 171,363 shares; 2025Q1: 170,065 shares; 2025Q2: 162,668 shares; 2025Q3: 159,550 shares 159,550 $12.2M 0.62% -3,118 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: 30,060 shares; 2024Q4: 37,329 shares; 2025Q1: 40,721 shares; 2025Q2: 53,387 shares; 2025Q3: 61,289 shares 61,289 $11.4M 0.58% +7,902 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: 27,257 shares; 2024Q4: 18,099 shares; 2025Q1: 19,347 shares; 2025Q2: 20,662 shares; 2025Q3: 28,601 shares 28,601 $9.02M 0.46% +7,939 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: 22,103 shares; 2024Q4: 22,053 shares; 2025Q1: 22,053 shares; 2025Q2: 22,053 shares; 2025Q3: 22,053 shares 22,053 $8.06M 0.41% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,114 shares; 2024Q4: 32,130 shares; 2025Q1: 32,131 shares; 2025Q2: 32,082 shares; 2025Q3: 32,023 shares 32,023 $7.75M 0.39% -59 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: 26,156 shares; 2024Q4: 26,741 shares; 2025Q1: 26,168 shares; 2025Q2: 26,660 shares; 2025Q3: 30,459 shares 30,459 $7.42M 0.37% +3,799 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,328 shares; 2024Q4: 25,328 shares; 2025Q1: 25,328 shares; 2025Q2: 29,997 shares; 2025Q3: 23,487 shares 23,487 $7.01M 0.35% -6,510 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: 9,350 shares; 2024Q4: 9,375 shares; 2025Q1: 9,965 shares; 2025Q2: 10,752 shares; 2025Q3: 13,596 shares 13,596 $6.84M 0.34% +2,844 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,632 shares; 2024Q4: 8,947 shares; 2025Q1: 11,130 shares; 2025Q2: 11,091 shares; 2025Q3: 11,112 shares 11,112 $6.8M 0.34% +21 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,519 shares; 2024Q4: 306,010 shares; 2025Q1: 304,329 shares; 2025Q2: 284,315 shares; 2025Q3: 273,026 shares 273,026 $6.64M 0.34% -11,289 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: 17,797 shares; 2024Q4: 19,145 shares; 2025Q1: 19,263 shares; 2025Q2: 23,078 shares; 2025Q3: 25,761 shares 25,761 $6.26M 0.32% +2,683 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,774 shares; 2024Q4: 52,828 shares; 2025Q1: 54,000 shares; 2025Q2: 54,397 shares; 2025Q3: 55,445 shares 55,445 $5.07M 0.26% +1,048 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,048 shares; 2024Q4: 4,618 shares; 2025Q1: 4,914 shares; 2025Q2: 5,886 shares; 2025Q3: 6,515 shares 6,515 $4.78M 0.24% +629 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,672 shares; 2024Q4: 32,672 shares; 2025Q1: 32,672 shares; 2025Q2: 32,681 shares; 2025Q3: 32,281 shares 32,281 $4.59M 0.23% -400 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: 52,009 shares; 2024Q4: 35,889 shares; 2025Q1: 35,703 shares; 2025Q2: 36,542 shares; 2025Q3: 38,901 shares 38,901 $4.39M 0.22% +2,359 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,441 shares; 2024Q4: 7,236 shares; 2025Q1: 7,214 shares; 2025Q2: 7,535 shares; 2025Q3: 7,599 shares 7,599 $4.32M 0.22% +64 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: 8,081 shares; 2024Q4: 8,470 shares; 2025Q1: 8,620 shares; 2025Q2: 11,332 shares; 2025Q3: 12,635 shares 12,635 $4.17M 0.21% +1,303 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,411 shares; 2024Q4: 57,181 shares; 2025Q1: 57,181 shares; 2025Q2: 57,181 shares; 2025Q3: 55,871 shares 55,871 $4.11M 0.21% -1,310 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: 11,491 shares; 2024Q4: 11,973 shares; 2025Q1: 12,311 shares; 2025Q2: 14,215 shares; 2025Q3: 14,525 shares 14,525 $4.09M 0.21% +310 Timeline SOXX 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: 13,200 shares; 2024Q4: 13,295 shares; 2025Q1: 14,185 shares; 2025Q2: 14,185 shares; 2025Q3: 13,969 shares 13,969 $3.79M 0.19% -216 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,488 shares; 2024Q4: 40,137 shares; 2025Q1: 51,137 shares; 2025Q2: 51,137 shares; 2025Q3: 51,710 shares 51,710 $3.69M 0.19% +573 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,218 shares; 2024Q4: 62,218 shares; 2025Q1: 62,218 shares; 2025Q2: 62,218 shares; 2025Q3: 61,618 shares 61,618 $3.59M 0.18% -600 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,315 shares; 2024Q4: 14,979 shares; 2025Q1: 16,984 shares; 2025Q2: 18,258 shares; 2025Q3: 17,601 shares 17,601 $3.26M 0.16% -657 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 5,210 shares; 2025Q1: 5,050 shares; 2025Q2: 6,432 shares; 2025Q3: 7,169 shares 7,169 $3.19M 0.16% +737 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: 9,314 shares; 2024Q4: 7,608 shares; 2025Q1: 7,819 shares; 2025Q2: 8,824 shares; 2025Q3: 9,091 shares 9,091 $3.1M 0.16% +267 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,158 shares; 2024Q4: 3,087 shares; 2025Q1: 3,068 shares; 2025Q2: 3,229 shares; 2025Q3: 3,329 shares 3,329 $3.08M 0.16% +100 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,665 shares; 2024Q4: 11,207 shares; 2025Q1: 11,683 shares; 2025Q2: 13,054 shares; 2025Q3: 12,718 shares 12,718 $2.94M 0.15% -336 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,287 shares; 2024Q4: 34,168 shares; 2025Q1: 34,718 shares; 2025Q2: 30,804 shares; 2025Q3: 30,304 shares 30,304 $2.83M 0.14% -500 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,357 shares; 2024Q4: 8,318 shares; 2025Q1: 8,489 shares; 2025Q2: 9,139 shares; 2025Q3: 9,258 shares 9,258 $2.78M 0.14% +119 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,072 shares; 2024Q4: 10,979 shares; 2025Q1: 10,665 shares; 2025Q2: 10,685 shares; 2025Q3: 10,685 shares 10,685 $2.72M 0.14% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,252 shares; 2024Q4: 7,749 shares; 2025Q1: 7,089 shares; 2025Q2: 6,781 shares; 2025Q3: 6,590 shares 6,590 $2.67M 0.13% -191 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,139 shares; 2024Q4: 13,097 shares; 2025Q1: 15,179 shares; 2025Q2: 15,049 shares; 2025Q3: 15,116 shares 15,116 $2.58M 0.13% +67 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,368 shares; 2024Q4: 14,678 shares; 2025Q1: 14,428 shares; 2025Q2: 14,178 shares; 2025Q3: 13,608 shares 13,608 $2.58M 0.13% -570 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: 10,392 shares; 2024Q4: 10,268 shares; 2025Q1: 12,117 shares; 2025Q2: 13,801 shares; 2025Q3: 16,637 shares 16,637 $2.56M 0.13% +2,836 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,297 shares; 2024Q4: 20,805 shares; 2025Q1: 20,711 shares; 2025Q2: 20,668 shares; 2025Q3: 20,674 shares 20,674 $2.53M 0.13% +6 Timeline IXUS 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: 27,817 shares; 2024Q4: 28,235 shares; 2025Q1: 27,875 shares; 2025Q2: 28,780 shares; 2025Q3: 29,945 shares 29,945 $2.47M 0.12% +1,165 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,897 shares; 2024Q4: 30,115 shares; 2025Q1: 30,334 shares; 2025Q2: 29,030 shares; 2025Q3: 29,362 shares 29,362 $2.45M 0.12% +332 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,608 shares; 2024Q4: 51,778 shares; 2025Q1: 57,410 shares; 2025Q2: 53,910 shares; 2025Q3: 47,808 shares 47,808 $2.43M 0.12% -6,102 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 1,441 shares; 2025Q1: 2,013 shares; 2025Q2: 1,971 shares; 2025Q3: 5,219 shares 5,219 $2.39M 0.12% +3,248 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO 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: 15,539 shares; 2025Q2: 15,956 shares; 2025Q3: 18,976 shares 18,976 $2.32M 0.12% +3,020 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,942 shares; 2024Q4: 12,942 shares; 2025Q1: 12,942 shares; 2025Q2: 12,942 shares; 2025Q3: 12,942 shares 12,942 $2.29M 0.12% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,715 shares; 2024Q4: 6,715 shares; 2025Q1: 6,861 shares; 2025Q2: 6,861 shares; 2025Q3: 6,861 shares 6,861 $2.28M 0.12% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,331 shares; 2024Q4: 16,220 shares; 2025Q1: 13,336 shares; 2025Q2: 14,807 shares; 2025Q3: 14,792 shares 14,792 $2.14M 0.11% -15 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,467 shares; 2024Q4: 10,490 shares; 2025Q1: 12,203 shares; 2025Q2: 12,239 shares; 2025Q3: 12,224 shares 12,224 $2.11M 0.11% -15 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,897 shares; 2024Q4: 9,159 shares; 2025Q1: 9,346 shares; 2025Q2: 10,259 shares; 2025Q3: 20,433 shares 20,433 $2.11M 0.11% +10,174 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,003 shares; 2024Q4: 17,997 shares; 2025Q1: 18,443 shares; 2025Q2: 18,610 shares; 2025Q3: 10,264 shares 10,264 $2.1M 0.11% -8,346 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,816 shares; 2024Q4: 7,118 shares; 2025Q1: 6,763 shares; 2025Q2: 7,128 shares; 2025Q3: 7,118 shares 7,118 $2.09M 0.11% -10 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,163 shares; 2024Q4: 43,163 shares; 2025Q1: 43,163 shares; 2025Q2: 40,413 shares; 2025Q3: 40,413 shares 40,413 $2.07M 0.1% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: 20,500 shares; 2025Q1: 20,507 shares; 2025Q2: 20,500 shares; 2025Q3: 20,500 shares 20,500 $2.06M 0.1% 0 Timeline EFAV 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: 24,861 shares; 2024Q4: 24,903 shares; 2025Q1: 24,321 shares; 2025Q2: 23,636 shares; 2025Q3: 23,146 shares 23,146 $1.96M 0.1% -490 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,153 shares; 2025Q1: 1,222 shares; 2025Q2: 1,487 shares; 2025Q3: 1,611 shares 1,611 $1.93M 0.1% +124 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,195 shares; 2024Q4: 3,879 shares; 2025Q1: 3,642 shares; 2025Q2: 18,276 shares; 2025Q3: 19,016 shares 19,016 $1.93M 0.1% +740 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,802 shares; 2024Q4: 46,852 shares; 2025Q1: 15,567 shares; 2025Q2: 10,567 shares; 2025Q3: 10,577 shares 10,577 $1.88M 0.09% +10 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: 3,087 shares; 2024Q4: 2,667 shares; 2025Q1: 2,655 shares; 2025Q2: 3,204 shares; 2025Q3: 3,810 shares 3,810 $1.83M 0.09% +606 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: 1,659 shares; 2024Q4: 1,725 shares; 2025Q1: 1,886 shares; 2025Q2: 2,232 shares; 2025Q3: 2,377 shares 2,377 $1.81M 0.09% +145 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,723 shares; 2024Q4: 20,201 shares; 2025Q1: 32,201 shares; 2025Q2: 24,877 shares; 2025Q3: 34,421 shares 34,421 $1.76M 0.09% +9,544 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,715 shares; 2024Q4: 13,844 shares; 2025Q1: 13,405 shares; 2025Q2: 13,606 shares; 2025Q3: 11,643 shares 11,643 $1.7M 0.09% -1,963 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: 2,710 shares; 2024Q4: 2,814 shares; 2025Q1: 2,856 shares; 2025Q2: 2,827 shares; 2025Q3: 2,823 shares 2,823 $1.69M 0.09% -4 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,391 shares; 2024Q4: 10,101 shares; 2025Q1: 10,614 shares; 2025Q2: 12,490 shares; 2025Q3: 12,284 shares 12,284 $1.65M 0.08% -206 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,899 shares; 2024Q4: 14,886 shares; 2025Q1: 14,886 shares; 2025Q2: 14,807 shares; 2025Q3: 14,807 shares 14,807 $1.63M 0.08% 0 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,954 shares; 2024Q4: 12,954 shares; 2025Q1: 12,954 shares; 2025Q2: 12,954 shares; 2025Q3: 12,954 shares 12,954 $1.62M 0.08% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,226 shares; 2024Q4: 4,227 shares; 2025Q1: 4,975 shares; 2025Q2: 5,437 shares; 2025Q3: 5,267 shares 5,267 $1.6M 0.08% -170 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,604 shares; 2024Q4: 47,712 shares; 2025Q1: 48,235 shares; 2025Q2: 50,999 shares; 2025Q3: 48,994 shares 48,994 $1.58M 0.08% -2,005 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: 6,472 shares; 2024Q4: 6,583 shares; 2025Q1: 6,898 shares; 2025Q2: 6,821 shares; 2025Q3: 6,794 shares 6,794 $1.47M 0.07% -27 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 2,094 shares; 2025Q1: 2,101 shares; 2025Q2: 2,273 shares; 2025Q3: 2,345 shares 2,345 $1.44M 0.07% +72 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,982 shares; 2024Q4: 100,000 shares; 2025Q1: 172,325 shares; 2025Q2: 172,325 shares; 2025Q3: 172,325 shares 172,325 $1.38M 0.07% 0 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,899 shares; 2024Q4: 28,569 shares; 2025Q1: 28,569 shares; 2025Q2: 28,569 shares; 2025Q3: 28,269 shares 28,269 $1.37M 0.07% -300 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,497 shares; 2024Q4: 12,497 shares; 2025Q1: 12,497 shares; 2025Q2: 13,897 shares; 2025Q3: 13,897 shares 13,897 $1.34M 0.07% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,725 shares; 2024Q4: 51,249 shares; 2025Q1: 58,733 shares; 2025Q2: 58,733 shares; 2025Q3: 57,141 shares 57,141 $1.33M 0.07% -1,592 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: 4,552 shares; 2024Q4: 4,540 shares; 2025Q1: 4,682 shares; 2025Q2: 5,046 shares; 2025Q3: 4,632 shares 4,632 $1.31M 0.07% -414 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,460 shares; 2024Q4: 9,272 shares; 2025Q1: 9,272 shares; 2025Q2: 9,272 shares; 2025Q3: 9,272 shares 9,272 $1.31M 0.07% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,513 shares; 2024Q4: 16,964 shares; 2025Q1: 16,342 shares; 2025Q2: 18,175 shares; 2025Q3: 17,243 shares 17,243 $1.3M 0.07% -932 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,072 shares; 2024Q4: 9,510 shares; 2025Q1: 12,509 shares; 2025Q2: 14,676 shares; 2025Q3: 19,483 shares 19,483 $1.29M 0.07% +4,807 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 751 shares; 2025Q1: 761 shares; 2025Q2: 11,976 shares; 2025Q3: 11,800 shares 11,800 $1.27M 0.06% -176 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 703 shares; 2025Q1: 1,606 shares; 2025Q2: 2,622 shares; 2025Q3: 2,660 shares 2,660 $1.27M 0.06% +38 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,817 shares; 2024Q4: 32,841 shares; 2025Q1: 32,841 shares; 2025Q2: 31,534 shares; 2025Q3: 29,440 shares 29,440 $1.24M 0.06% -2,094 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,934 shares; 2024Q4: 10,934 shares; 2025Q1: 10,934 shares; 2025Q2: 10,934 shares; 2025Q3: 10,934 shares 10,934 $1.21M 0.06% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 491 shares; 2025Q1: 684 shares; 2025Q2: 1,075 shares; 2025Q3: 1,020 shares 1,020 $1.19M 0.06% -55 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,596 shares; 2024Q4: 30,596 shares; 2025Q1: 30,596 shares; 2025Q2: 30,596 shares; 2025Q3: 30,650 shares 30,650 $1.14M 0.06% +54 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 683 shares; 2025Q1: 831 shares; 2025Q2: 1,724 shares; 2025Q3: 3,415 shares 3,415 $1.13M 0.06% +1,691 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,459 shares; 2024Q4: 4,459 shares; 2025Q1: 4,408 shares; 2025Q2: 5,871 shares; 2025Q3: 6,056 shares 6,056 $1.13M 0.06% +185 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,024 shares; 2024Q4: 20,172 shares; 2025Q1: 20,172 shares; 2025Q2: 20,470 shares; 2025Q3: 20,470 shares 20,470 $1.09M 0.06% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,467 shares; 2025Q2: 2,496 shares; 2025Q3: 2,508 shares 2,508 $1.08M 0.05% +12 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: 3,315 shares; 2025Q1: 4,577 shares; 2025Q2: 6,615 shares; 2025Q3: 6,624 shares 6,624 $1.07M 0.05% +9 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 801 shares; 2025Q1: 811 shares; 2025Q2: 881 shares; 2025Q3: 1,348 shares 1,348 $1.07M 0.05% +467 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 2,914 shares; 2025Q1: 3,076 shares; 2025Q2: 4,206 shares; 2025Q3: 6,479 shares 6,479 $1.03M 0.05% +2,273 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: 1,972 shares; 2024Q4: 2,167 shares; 2025Q1: 2,770 shares; 2025Q2: 2,772 shares; 2025Q3: 2,181 shares 2,181 $1.02M 0.05% -591 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,101 shares; 2024Q4: 4,453 shares; 2025Q1: 5,316 shares; 2025Q2: 6,007 shares; 2025Q3: 6,493 shares 6,493 $1.01M 0.05% +486 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,868 shares; 2024Q4: 7,987 shares; 2025Q1: 10,699 shares; 2025Q2: 13,788 shares; 2025Q3: 14,334 shares 14,334 $981K 0.05% +546 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,106 shares 7,106 $967K 0.05% new Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,246 shares 18,246 $916K 0.05% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,139 shares; 2024Q4: 10,936 shares; 2025Q1: 10,752 shares; 2025Q2: 10,827 shares; 2025Q3: 17,641 shares 17,641 $910K 0.05% +6,814 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,778 shares; 2024Q4: 2,855 shares; 2025Q1: 2,998 shares; 2025Q2: 3,354 shares; 2025Q3: 3,804 shares 3,804 $902K 0.05% +450 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,137 shares; 2024Q4: 2,187 shares; 2025Q1: 1,545 shares; 2025Q2: 1,665 shares; 2025Q3: 1,849 shares 1,849 $897K 0.05% +184 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,729 shares; 2025Q1: 1,758 shares; 2025Q2: 1,831 shares; 2025Q3: 1,791 shares 1,791 $894K 0.05% -40 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,721 shares; 2024Q4: 23,721 shares; 2025Q1: 23,721 shares; 2025Q2: 23,721 shares; 2025Q3: 21,342 shares 21,342 $877K 0.04% -2,379 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,734 shares; 2025Q3: 10,417 shares 10,417 $873K 0.04% +6,683 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,147 shares; 2024Q4: 4,060 shares; 2025Q1: 4,094 shares; 2025Q2: 5,192 shares; 2025Q3: 5,191 shares 5,191 $869K 0.04% -1 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,877 shares; 2024Q4: 26,889 shares; 2025Q1: 32,584 shares; 2025Q2: 32,584 shares; 2025Q3: 32,584 shares 32,584 $858K 0.04% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,510 shares; 2024Q4: 9,555 shares; 2025Q1: 9,675 shares; 2025Q2: 9,784 shares; 2025Q3: 10,192 shares 10,192 $855K 0.04% +408 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,766 shares; 2024Q4: 2,633 shares; 2025Q1: 3,441 shares; 2025Q2: 4,795 shares; 2025Q3: 4,646 shares 4,646 $854K 0.04% -149 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,724 shares; 2024Q4: 11,724 shares; 2025Q1: 11,724 shares; 2025Q2: 11,724 shares; 2025Q3: 11,724 shares 11,724 $849K 0.04% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,665 shares; 2024Q4: 1,710 shares; 2025Q1: 2,270 shares; 2025Q2: 2,931 shares; 2025Q3: 3,297 shares 3,297 $829K 0.04% +366 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,327 shares; 2024Q4: 6,327 shares; 2025Q1: 5,328 shares; 2025Q2: 5,342 shares; 2025Q3: 5,421 shares 5,421 $826K 0.04% +79 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,160 shares; 2024Q4: 8,186 shares; 2025Q1: 8,210 shares; 2025Q2: 8,241 shares; 2025Q3: 8,269 shares 8,269 $823K 0.04% +28 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 3,476 shares; 2025Q1: 3,464 shares; 2025Q2: 3,522 shares; 2025Q3: 3,886 shares 3,886 $811K 0.04% +364 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,707 shares; 2024Q4: 6,168 shares; 2025Q1: 5,950 shares; 2025Q2: 6,694 shares; 2025Q3: 7,046 shares 7,046 $807K 0.04% +352 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,531 shares; 2025Q3: 4,321 shares 4,321 $788K 0.04% +790 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,958 shares; 2024Q4: 4,083 shares; 2025Q1: 5,787 shares; 2025Q2: 8,535 shares; 2025Q3: 8,199 shares 8,199 $783K 0.04% -336 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,853 shares; 2024Q4: 8,951 shares; 2025Q1: 9,018 shares; 2025Q2: 9,033 shares; 2025Q3: 10,488 shares 10,488 $770K 0.04% +1,455 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,849 shares; 2025Q3: 2,724 shares 2,724 $761K 0.04% -125 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,435 shares; 2024Q4: 2,505 shares; 2025Q1: 2,505 shares; 2025Q2: 2,680 shares; 2025Q3: 2,680 shares 2,680 $755K 0.04% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,197 shares; 2024Q4: 16,552 shares; 2025Q1: 23,682 shares; 2025Q2: 25,698 shares; 2025Q3: 22,483 shares 22,483 $754K 0.04% -3,215 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.04% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 127 shares; 2025Q2: 125 shares; 2025Q3: 137 shares 137 $740K 0.04% +12 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,878 shares; 2025Q2: 8,979 shares; 2025Q3: 11,158 shares 11,158 $737K 0.04% +2,179 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,563 shares; 2025Q2: 4,752 shares; 2025Q3: 5,602 shares 5,602 $735K 0.04% +850 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 928 shares; 2025Q1: 1,030 shares; 2025Q2: 1,583 shares; 2025Q3: 1,514 shares 1,514 $719K 0.04% -69 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,358 shares; 2025Q1: 2,162 shares; 2025Q2: 3,158 shares; 2025Q3: 2,879 shares 2,879 $711K 0.04% -279 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,224 shares; 2024Q4: 7,377 shares; 2025Q1: 6,863 shares; 2025Q2: 19,417 shares; 2025Q3: 19,547 shares 19,547 $694K 0.04% +130 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,453 shares; 2025Q1: 3,587 shares; 2025Q2: 3,665 shares; 2025Q3: 3,685 shares 3,685 $689K 0.03% +20 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,267 shares; 2025Q2: 20,662 shares; 2025Q3: 26,683 shares 26,683 $680K 0.03% +6,021 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 2,790 shares; 2025Q1: 1,802 shares; 2025Q2: 1,771 shares; 2025Q3: 1,783 shares 1,783 $659K 0.03% +12 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,306 shares; 2024Q4: 7,306 shares; 2025Q1: 7,353 shares; 2025Q2: 7,353 shares; 2025Q3: 7,353 shares 7,353 $654K 0.03% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 1,843 shares; 2025Q1: 1,743 shares; 2025Q2: 1,791 shares; 2025Q3: 1,812 shares 1,812 $644K 0.03% +21 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,604 shares; 2024Q4: 6,079 shares; 2025Q1: 6,079 shares; 2025Q2: 7,254 shares; 2025Q3: 7,254 shares 7,254 $639K 0.03% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654 shares; 2024Q4: 669 shares; 2025Q1: 659 shares; 2025Q2: 654 shares; 2025Q3: 668 shares 668 $638K 0.03% +14 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,387 shares; 2024Q4: 6,637 shares; 2025Q1: 8,583 shares; 2025Q2: 7,744 shares; 2025Q3: 7,745 shares 7,745 $635K 0.03% +1 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,547 shares; 2024Q4: 11,508 shares; 2025Q1: 11,756 shares; 2025Q2: 13,503 shares; 2025Q3: 13,586 shares 13,586 $621K 0.03% +83 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 1,933 shares; 2025Q1: 1,944 shares; 2025Q2: 1,986 shares; 2025Q3: 2,006 shares 2,006 $613K 0.03% +20 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1,754 shares; 2025Q1: 1,758 shares; 2025Q2: 1,787 shares; 2025Q3: 1,887 shares 1,887 $610K 0.03% +100 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,667 shares; 2024Q4: 2,838 shares; 2025Q1: 2,933 shares; 2025Q2: 2,884 shares; 2025Q3: 2,889 shares 2,889 $608K 0.03% +5 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: 2,681 shares; 2025Q1: 3,994 shares; 2025Q2: 4,131 shares; 2025Q3: 6,041 shares 6,041 $607K 0.03% +1,910 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,733 shares; 2024Q4: 4,733 shares; 2025Q1: 4,749 shares; 2025Q2: 4,653 shares; 2025Q3: 4,256 shares 4,256 $607K 0.03% -397 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 1,880 shares; 2025Q1: 1,306 shares; 2025Q2: 1,159 shares; 2025Q3: 1,727 shares 1,727 $596K 0.03% +568 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,707 shares 4,707 $592K 0.03% new Timeline FRA BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,547 shares; 2024Q4: 41,342 shares; 2025Q1: 42,540 shares; 2025Q2: 43,800 shares; 2025Q3: 45,048 shares 45,048 $585K 0.03% +1,248 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,827 shares; 2024Q4: 26,074 shares; 2025Q1: 24,774 shares; 2025Q2: 24,324 shares; 2025Q3: 23,237 shares 23,237 $574K 0.03% -1,087 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,409 shares; 2024Q4: 11,409 shares; 2025Q1: 12,911 shares; 2025Q2: 19,097 shares; 2025Q3: 19,916 shares 19,916 $562K 0.03% +819 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,028 shares; 2025Q1: 993 shares; 2025Q2: 1,061 shares; 2025Q3: 1,885 shares 1,885 $561K 0.03% +824 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,652 shares; 2024Q4: 18,125 shares; 2025Q1: 17,948 shares; 2025Q2: 17,767 shares; 2025Q3: 17,302 shares 17,302 $552K 0.03% -465 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,654 shares; 2025Q3: 3,406 shares 3,406 $551K 0.03% +752 Timeline IBMR 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: 24,843 shares; 2024Q4: 21,277 shares; 2025Q1: 22,373 shares; 2025Q2: 22,173 shares; 2025Q3: 21,380 shares 21,380 $546K 0.03% -793 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,627 shares; 2024Q4: 9,273 shares; 2025Q1: 9,872 shares; 2025Q2: 9,273 shares; 2025Q3: 9,273 shares 9,273 $546K 0.03% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 3,358 shares; 2025Q1: 3,596 shares; 2025Q2: 3,881 shares; 2025Q3: 3,884 shares 3,884 $545K 0.03% +3 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,055 shares; 2025Q2: 1,826 shares; 2025Q3: 1,813 shares 1,813 $545K 0.03% -13 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,186 shares; 2025Q1: 1,350 shares; 2025Q2: 1,855 shares; 2025Q3: 1,927 shares 1,927 $544K 0.03% +72 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,042 shares 5,042 $542K 0.03% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,749 shares; 2025Q1: 6,749 shares; 2025Q2: 6,749 shares; 2025Q3: 6,749 shares 6,749 $541K 0.03% 0 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: 2,208 shares; 2024Q4: 2,647 shares; 2025Q1: 2,621 shares; 2025Q2: 2,621 shares; 2025Q3: 2,633 shares 2,633 $536K 0.03% +12 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 859 shares; 2025Q3: 2,020 shares 2,020 $527K 0.03% +1,161 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 780 shares; 2025Q1: 839 shares; 2025Q2: 1,093 shares; 2025Q3: 1,151 shares 1,151 $515K 0.03% +58 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 2,708 shares; 2025Q1: 3,033 shares; 2025Q2: 3,284 shares; 2025Q3: 3,990 shares 3,990 $512K 0.03% +706 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 415 shares; 2025Q3: 520 shares 520 $503K 0.03% +105 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,777 shares; 2024Q4: 2,737 shares; 2025Q1: 1,260 shares; 2025Q2: 1,540 shares; 2025Q3: 1,803 shares 1,803 $494K 0.02% +263 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: 381 shares; 2024Q4: 397 shares; 2025Q1: 436 shares; 2025Q2: 533 shares; 2025Q3: 530 shares 530 $488K 0.02% -3 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,935 shares; 2024Q4: 2,983 shares; 2025Q1: 2,948 shares; 2025Q2: 2,967 shares; 2025Q3: 3,244 shares 3,244 $486K 0.02% +277 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,000 shares; 2025Q1: 1,978 shares; 2025Q2: 2,491 shares; 2025Q3: 2,445 shares 2,445 $485K 0.02% -46 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,273 shares; 2025Q1: 2,229 shares; 2025Q2: 2,506 shares; 2025Q3: 1,954 shares 1,954 $482K 0.02% -552 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A 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: 571 shares; 2025Q3: 682 shares 682 $476K 0.02% +111 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,044 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,465 shares; 2025Q3: 4,855 shares 4,855 $476K 0.02% +390 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,612 shares; 2025Q3: 2,656 shares 2,656 $475K 0.02% +44 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: not reported; 2024Q4: not reported; 2025Q1: 1,104 shares; 2025Q2: 1,105 shares; 2025Q3: 1,122 shares 1,122 $474K 0.02% +17 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,983 shares; 2024Q4: 7,866 shares; 2025Q1: 7,866 shares; 2025Q2: 6,993 shares; 2025Q3: 6,503 shares 6,503 $473K 0.02% -490 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,399 shares; 2024Q4: 32,659 shares; 2025Q1: 32,939 shares; 2025Q2: 33,262 shares; 2025Q3: 42,467 shares 42,467 $461K 0.02% +9,205 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 1,994 shares; 2025Q1: 2,004 shares; 2025Q2: 2,728 shares; 2025Q3: 2,758 shares 2,758 $459K 0.02% +30 Timeline PFF 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: 14,013 shares; 2024Q4: 14,013 shares; 2025Q1: 14,013 shares; 2025Q2: 14,217 shares; 2025Q3: 14,217 shares 14,217 $450K 0.02% 0 Timeline IBMP 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: 24,286 shares; 2024Q4: 22,794 shares; 2025Q1: 19,835 shares; 2025Q2: 17,490 shares; 2025Q3: 17,613 shares 17,613 $449K 0.02% +123 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,721 shares; 2024Q4: 9,721 shares; 2025Q1: 9,721 shares; 2025Q2: 9,721 shares; 2025Q3: 9,721 shares 9,721 $448K 0.02% 0 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: 5,610 shares; 2024Q4: 17,400 shares; 2025Q1: 17,400 shares; 2025Q2: 17,400 shares; 2025Q3: 17,432 shares 17,432 $448K 0.02% +32 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,805 shares; 2024Q4: 4,412 shares; 2025Q1: 4,439 shares; 2025Q2: 4,499 shares; 2025Q3: 4,751 shares 4,751 $446K 0.02% +252 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,655 shares 5,655 $443K 0.02% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,621 shares; 2024Q4: 3,839 shares; 2025Q1: 3,922 shares; 2025Q2: 4,111 shares; 2025Q3: 4,586 shares 4,586 $435K 0.02% +475 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 1,752 shares; 2025Q1: 1,885 shares; 2025Q2: 2,085 shares; 2025Q3: 2,131 shares 2,131 $434K 0.02% +46 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,121 shares; 2024Q4: 6,686 shares; 2025Q1: 4,923 shares; 2025Q2: 8,809 shares; 2025Q3: 9,714 shares 9,714 $427K 0.02% +905 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 419 shares; 2025Q1: 437 shares; 2025Q2: 494 shares; 2025Q3: 563 shares 563 $427K 0.02% +69 Timeline IBMQ 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: 24,262 shares; 2024Q4: 22,269 shares; 2025Q1: 20,432 shares; 2025Q2: 18,088 shares; 2025Q3: 16,404 shares 16,404 $421K 0.02% -1,684 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,782 shares; 2024Q4: 5,782 shares; 2025Q1: 3,482 shares; 2025Q2: 3,482 shares; 2025Q3: 3,482 shares 3,482 $420K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 3,128 shares; 2025Q1: 2,033 shares; 2025Q2: 2,033 shares; 2025Q3: 2,033 shares 2,033 $420K 0.02% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,475 shares 3,475 $417K 0.02% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,198 shares; 2024Q4: 5,086 shares; 2025Q1: 2,636 shares; 2025Q2: 3,028 shares; 2025Q3: 2,596 shares 2,596 $415K 0.02% -432 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 2,114 shares; 2025Q1: 2,114 shares; 2025Q2: 2,114 shares; 2025Q3: 2,114 shares 2,114 $411K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,122 shares; 2025Q3: 1,893 shares 1,893 $409K 0.02% +771 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 1,593 shares; 2025Q1: 1,144 shares; 2025Q2: 1,811 shares; 2025Q3: 1,726 shares 1,726 $408K 0.02% -85 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,435 shares; 2024Q4: 11,935 shares; 2025Q1: 11,935 shares; 2025Q2: 11,935 shares; 2025Q3: 11,935 shares 11,935 $397K 0.02% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,400 shares; 2025Q1: 1,387 shares; 2025Q2: 1,400 shares; 2025Q3: 1,500 shares 1,500 $389K 0.02% +100 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 673 shares; 2025Q3: 569 shares 569 $389K 0.02% -104 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,829 shares; 2024Q4: 2,317 shares; 2025Q1: 2,317 shares; 2025Q2: 2,265 shares; 2025Q3: 2,210 shares 2,210 $386K 0.02% -55 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 2,244 shares; 2025Q1: 2,087 shares; 2025Q2: 1,964 shares; 2025Q3: 1,973 shares 1,973 $386K 0.02% +9 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,602 shares; 2025Q3: 2,929 shares 2,929 $381K 0.02% +327 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,538 shares; 2024Q4: 33,538 shares; 2025Q1: 33,538 shares; 2025Q2: 27,788 shares; 2025Q3: 27,788 shares 27,788 $380K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,724 shares; 2024Q4: 1,380 shares; 2025Q1: 1,359 shares; 2025Q2: 1,305 shares; 2025Q3: 1,288 shares 1,288 $378K 0.02% -17 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,227 shares; 2024Q4: 1,206 shares; 2025Q1: 1,016 shares; 2025Q2: 1,023 shares; 2025Q3: 1,067 shares 1,067 $376K 0.02% +44 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 774 shares; 2025Q1: 1,332 shares; 2025Q2: 1,381 shares; 2025Q3: 1,370 shares 1,370 $374K 0.02% -11 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,954 shares; 2024Q4: 5,054 shares; 2025Q1: 5,155 shares; 2025Q2: 5,179 shares; 2025Q3: 5,467 shares 5,467 $369K 0.02% +288 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,071 shares; 2025Q1: 1,086 shares; 2025Q2: 1,207 shares; 2025Q3: 1,527 shares 1,527 $366K 0.02% +320 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 2,694 shares; 2025Q1: 2,694 shares; 2025Q2: 2,694 shares; 2025Q3: 2,694 shares 2,694 $365K 0.02% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,071 shares; 2025Q3: 1,100 shares 1,100 $359K 0.02% +29 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO 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: 7,214 shares; 2025Q3: 7,200 shares 7,200 $353K 0.02% -14 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 366 shares; 2025Q3: 324 shares 324 $349K 0.02% -42 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,441 shares; 2025Q1: 4,511 shares; 2025Q2: 4,430 shares; 2025Q3: 4,112 shares 4,112 $348K 0.02% -318 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 706 shares; 2024Q4: not reported; 2025Q1: 846 shares; 2025Q2: 1,290 shares; 2025Q3: 1,224 shares 1,224 $345K 0.02% -66 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T 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: 12,381 shares; 2025Q2: 12,381 shares; 2025Q3: 12,381 shares 12,381 $344K 0.02% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 1,737 shares; 2025Q1: 1,737 shares; 2025Q2: 1,227 shares; 2025Q3: 1,110 shares 1,110 $342K 0.02% -117 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,414 shares; 2024Q4: 16,414 shares; 2025Q1: 16,414 shares; 2025Q2: 16,414 shares; 2025Q3: 16,414 shares 16,414 $336K 0.02% 0 Timeline VDC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,559 shares 1,559 $333K 0.02% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,459 shares; 2025Q3: 1,555 shares 1,555 $331K 0.02% +96 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,815 shares; 2024Q4: 11,442 shares; 2025Q1: 11,442 shares; 2025Q2: 11,442 shares; 2025Q3: 11,099 shares 11,099 $323K 0.02% -343 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,039 shares; 2024Q4: 3,955 shares; 2025Q1: 3,937 shares; 2025Q2: 4,039 shares; 2025Q3: 4,102 shares 4,102 $320K 0.02% +63 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,127 shares; 2025Q3: 2,367 shares 2,367 $317K 0.02% +240 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,040 shares 2,040 $317K 0.02% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,887 shares 1,887 $316K 0.02% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,355 shares; 2024Q4: 5,104 shares; 2025Q1: 5,443 shares; 2025Q2: 5,371 shares; 2025Q3: 6,260 shares 6,260 $316K 0.02% +889 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,067 shares; 2024Q4: 4,173 shares; 2025Q1: 4,522 shares; 2025Q2: 4,580 shares; 2025Q3: 4,641 shares 4,641 $314K 0.02% +61 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,601 shares; 2025Q3: 1,601 shares 1,601 $314K 0.02% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,229 shares; 2025Q3: 1,274 shares 1,274 $313K 0.02% +45 Timeline BRLT BRILLIANT EARTH GROUP INC More: the full row for BRILLIANT EARTH 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: 91,822 shares; 2025Q1: 91,822 shares; 2025Q2: 148,273 shares; 2025Q3: 148,273 shares 148,273 $307K 0.02% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 852 shares; 2025Q3: 895 shares 895 $305K 0.02% +43 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 372 shares; 2025Q1: 388 shares; 2025Q2: 380 shares; 2025Q3: 401 shares 401 $299K 0.02% +21 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,738 shares; 2025Q3: 3,159 shares 3,159 $299K 0.02% +421 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: not reported; 2025Q1: 6,684 shares; 2025Q2: 6,684 shares; 2025Q3: 6,684 shares 6,684 $298K 0.02% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 605 shares; 2025Q3: 457 shares 457 $297K 0.01% -148 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,857 shares; 2024Q4: 8,857 shares; 2025Q1: 8,276 shares; 2025Q2: 8,176 shares; 2025Q3: 6,289 shares 6,289 $289K 0.01% -1,887 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 902 shares; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 902 shares 902 $289K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,444 shares; 2024Q4: 3,419 shares; 2025Q1: 3,566 shares; 2025Q2: 3,735 shares; 2025Q3: 3,609 shares 3,609 $289K 0.01% -126 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares 4,200 $286K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,507 shares; 2024Q4: 2,905 shares; 2025Q1: 3,302 shares; 2025Q2: 6,055 shares; 2025Q3: 5,147 shares 5,147 $286K 0.01% -908 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,702 shares; 2025Q3: 4,764 shares 4,764 $282K 0.01% +62 IBMO 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: 23,441 shares; 2024Q4: 16,913 shares; 2025Q1: 14,092 shares; 2025Q2: 11,767 shares; 2025Q3: 10,994 shares 10,994 $282K 0.01% -773 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,270 shares 2,270 $281K 0.01% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 527 shares; 2025Q3: 571 shares 571 $280K 0.01% +44 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,700 shares; 2024Q4: 13,700 shares; 2025Q1: 13,726 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares 10,700 $279K 0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,215 shares; 2025Q3: 1,040 shares 1,040 $278K 0.01% -175 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: 4,256 shares; 2025Q1: 4,184 shares; 2025Q2: 4,228 shares; 2025Q3: 4,261 shares 4,261 $276K 0.01% +33 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024 shares; 2024Q4: 1,264 shares; 2025Q1: 1,059 shares; 2025Q2: 937 shares; 2025Q3: 937 shares 937 $275K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,244 shares; 2024Q4: 5,188 shares; 2025Q1: 5,211 shares; 2025Q2: 3,495 shares; 2025Q3: 3,634 shares 3,634 $273K 0.01% +139 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 583 shares; 2025Q3: 583 shares 583 $272K 0.01% 0 Timeline INDA 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: 5,215 shares; 2024Q4: 5,215 shares; 2025Q1: 5,215 shares; 2025Q2: 5,215 shares; 2025Q3: 5,215 shares 5,215 $271K 0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V 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: 558 shares; 2025Q3: 559 shares 559 $271K 0.01% +1 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,069 shares; 2025Q3: 2,131 shares 2,131 $270K 0.01% +62 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 796 shares; 2025Q3: 716 shares 716 $268K 0.01% -80 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,322 shares; 2025Q3: 964 shares 964 $268K 0.01% -358 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,231 shares; 2024Q4: 2,231 shares; 2025Q1: 2,231 shares; 2025Q2: 2,231 shares; 2025Q3: 2,231 shares 2,231 $268K 0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 1,826 shares; 2025Q1: 1,826 shares; 2025Q2: 1,826 shares; 2025Q3: 1,826 shares 1,826 $266K 0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 9,384 shares; 2025Q1: 12,228 shares; 2025Q2: 12,050 shares; 2025Q3: 9,614 shares 9,614 $262K 0.01% -2,436 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,690 shares; 2024Q4: 2,607 shares; 2025Q1: 2,607 shares; 2025Q2: 2,607 shares; 2025Q3: 2,607 shares 2,607 $261K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,798 shares; 2024Q4: not reported; 2025Q1: 3,311 shares; 2025Q2: 3,181 shares; 2025Q3: 3,447 shares 3,447 $260K 0.01% +266 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 406 shares; 2025Q3: 426 shares 426 $260K 0.01% +20 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,251 shares; 2024Q4: 3,421 shares; 2025Q1: 3,607 shares; 2025Q2: 2,865 shares; 2025Q3: 3,622 shares 3,622 $259K 0.01% +757 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,849 shares; 2025Q3: 3,849 shares 3,849 $259K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,315 shares 2,315 $257K 0.01% new Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares 3,000 $252K 0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,536 shares; 2025Q1: not reported; 2025Q2: 3,744 shares; 2025Q3: 3,654 shares 3,654 $245K 0.01% -90 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,530 shares 2,530 $241K 0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,255 shares 1,255 $240K 0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,102 shares; 2025Q3: 8,371 shares 8,371 $237K 0.01% +269 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,338 shares 6,338 $230K 0.01% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,573 shares 1,573 $229K 0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,089 shares; 2025Q1: not reported; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares 1,090 $228K 0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares 1,800 $227K 0.01% 0 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,288 shares; 2024Q4: 14,288 shares; 2025Q1: 14,288 shares; 2025Q2: 14,288 shares; 2025Q3: 12,648 shares 12,648 $226K 0.01% -1,640 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,513 shares 2,513 $225K 0.01% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 471 shares 471 $224K 0.01% +18 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 2,123 shares; 2025Q1: 2,154 shares; 2025Q2: 2,134 shares; 2025Q3: 2,064 shares 2,064 $220K 0.01% -70 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,914 shares; 2025Q3: 2,241 shares 2,241 $219K 0.01% +327 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 660 shares; 2025Q3: 617 shares 617 $217K 0.01% -43 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 2,239 shares; 2025Q1: not reported; 2025Q2: 2,239 shares; 2025Q3: 2,239 shares 2,239 $215K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,399 shares 1,399 $213K 0.01% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,602 shares 3,602 $212K 0.01% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,999 shares 7,999 $210K 0.01% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,523 shares 1,523 $210K 0.01% new Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 252 shares 252 $209K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,027 shares; 2024Q4: 2,779 shares; 2025Q1: 2,844 shares; 2025Q2: not reported; 2025Q3: 2,506 shares 2,506 $206K 0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,019 shares 1,019 $205K 0.01% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,571 shares 1,571 $205K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,064 shares 1,064 $205K 0.01% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,940 shares; 2025Q3: 3,792 shares 3,792 $204K 0.01% -148 Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,413 shares 4,413 $204K 0.01% +13 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,638 shares; 2024Q4: 6,924 shares; 2025Q1: 7,381 shares; 2025Q2: 7,388 shares; 2025Q3: 6,476 shares 6,476 $203K 0.01% -912 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,794 shares 1,794 $203K 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,181 shares 4,181 $202K 0.01% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,613 shares 2,613 $200K 0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,923 shares; 2024Q4: 25,366 shares; 2025Q1: 24,775 shares; 2025Q2: 12,131 shares; 2025Q3: 13,331 shares 13,331 $159K 0.01% +1,200 Timeline VRA VERA BRADLEY INC More: the full row for VERA BRADLEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,722 shares; 2025Q3: 53,722 shares 53,722 $108K 0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,049 shares 10,049 $45.6K <0.01% new Timeline