IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,273 shares; 2024Q4: 56,809 shares; 2025Q1: 50,226 shares; 2025Q2: 41,476 shares; 2025Q3: 42,195 shares; 2025Q4: 42,333 shares 42,333 $29M 6.12% +138 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,363 shares; 2024Q4: 471,769 shares; 2025Q1: 504,387 shares; 2025Q2: 532,289 shares; 2025Q3: 552,606 shares; 2025Q4: 591,770 shares 591,770 $17.5M 3.69% +39,164 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,110 shares; 2024Q4: 99,039 shares; 2025Q1: 100,627 shares; 2025Q2: 102,663 shares; 2025Q3: 105,492 shares; 2025Q4: 109,545 shares 109,545 $13.3M 2.81% +4,053 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,749 shares; 2024Q4: 36,918 shares; 2025Q1: 37,533 shares; 2025Q2: 37,901 shares; 2025Q3: 38,550 shares; 2025Q4: 38,099 shares 38,099 $12.8M 2.7% -451 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,276 shares; 2024Q4: 26,211 shares; 2025Q1: 23,630 shares; 2025Q2: 24,210 shares; 2025Q3: 25,950 shares; 2025Q4: 26,388 shares 26,388 $12.8M 2.69% +438 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,453 shares; 2024Q4: 10,677 shares; 2025Q1: 10,677 shares; 2025Q2: 10,405 shares; 2025Q3: 9,445 shares; 2025Q4: 279,869 shares 279,869 $12.4M 2.63% +270,424 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,812 shares; 2024Q4: 243,605 shares; 2025Q1: 276,952 shares; 2025Q2: 310,417 shares; 2025Q3: 340,925 shares; 2025Q4: 393,055 shares 393,055 $11.2M 2.37% +52,130 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,582 shares; 2024Q4: 33,119 shares; 2025Q1: 32,744 shares; 2025Q2: 32,613 shares; 2025Q3: 34,212 shares; 2025Q4: 34,260 shares 34,260 $9.31M 1.97% +48 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,863 shares; 2024Q4: 383,526 shares; 2025Q1: 399,301 shares; 2025Q2: 415,107 shares; 2025Q3: 431,897 shares; 2025Q4: 453,812 shares 453,812 $8.88M 1.87% +21,915 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,768 shares; 2024Q4: 15,401 shares; 2025Q1: 20,718 shares; 2025Q2: 24,616 shares; 2025Q3: 27,407 shares; 2025Q4: 38,608 shares 38,608 $8.19M 1.73% +11,201 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,771 shares; 2024Q4: 94,763 shares; 2025Q1: 99,001 shares; 2025Q2: 101,792 shares; 2025Q3: 125,935 shares; 2025Q4: 134,000 shares 134,000 $8.15M 1.72% +8,065 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,668 shares; 2024Q4: 41,558 shares; 2025Q1: 37,719 shares; 2025Q2: 40,605 shares; 2025Q3: 42,602 shares; 2025Q4: 42,257 shares 42,257 $7.88M 1.66% -345 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,546 shares; 2025Q2: 195,982 shares; 2025Q3: 195,164 shares; 2025Q4: 193,935 shares 193,935 $7.75M 1.63% -1,229 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,783 shares; 2024Q4: 88,163 shares; 2025Q1: 97,145 shares; 2025Q2: 106,154 shares; 2025Q3: 113,858 shares; 2025Q4: 239,358 shares 239,358 $7.45M 1.57% +125,500 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,934 shares; 2024Q4: 53,606 shares; 2025Q1: 56,610 shares; 2025Q2: 54,137 shares; 2025Q3: 57,151 shares; 2025Q4: 60,274 shares 60,274 $7.43M 1.57% +3,123 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,750 shares; 2025Q1: 80,844 shares; 2025Q2: 88,408 shares; 2025Q3: 95,992 shares; 2025Q4: 366,578 shares 366,578 $7.24M 1.53% +270,586 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,601 shares; 2024Q4: 29,379 shares; 2025Q1: 29,975 shares; 2025Q2: 29,157 shares; 2025Q3: 28,945 shares; 2025Q4: 27,447 shares 27,447 $6.34M 1.34% -1,498 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,822 shares; 2024Q4: 76,833 shares; 2025Q1: 67,362 shares; 2025Q2: 98,840 shares; 2025Q3: 91,668 shares; 2025Q4: 87,595 shares 87,595 $6.26M 1.32% -4,073 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,752 shares; 2024Q4: 88,418 shares; 2025Q1: 92,921 shares; 2025Q2: 95,277 shares; 2025Q3: 99,275 shares; 2025Q4: 139,893 shares 139,893 $6.22M 1.31% +40,618 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,539 shares; 2024Q4: 19,585 shares; 2025Q1: 28,751 shares; 2025Q2: 60,682 shares; 2025Q3: 72,139 shares; 2025Q4: 91,726 shares 91,726 $6.17M 1.3% +19,587 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 2,052 shares; 2025Q1: 6,291 shares; 2025Q2: 8,737 shares; 2025Q3: 14,782 shares; 2025Q4: 16,322 shares 16,322 $5.6M 1.18% +1,540 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,352 shares; 2024Q4: 212,791 shares; 2025Q1: 235,631 shares; 2025Q2: 127,289 shares; 2025Q3: 139,022 shares; 2025Q4: 156,489 shares 156,489 $5.15M 1.09% +17,467 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,656 shares; 2024Q4: 30,536 shares; 2025Q1: 35,226 shares; 2025Q2: 37,604 shares; 2025Q3: 36,324 shares; 2025Q4: 25,408 shares 25,408 $5.05M 1.06% -10,916 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,185 shares; 2024Q4: 79,146 shares; 2025Q1: 86,435 shares; 2025Q2: 94,136 shares; 2025Q3: 100,007 shares; 2025Q4: 110,219 shares 110,219 $4.98M 1.05% +10,212 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,566 shares; 2024Q4: 9,720 shares; 2025Q1: 9,733 shares; 2025Q2: 9,724 shares; 2025Q3: 9,431 shares; 2025Q4: 9,516 shares 9,516 $4.78M 1.01% +85 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,908 shares; 2024Q4: 61,093 shares; 2025Q1: 59,801 shares; 2025Q2: 59,470 shares; 2025Q3: 60,810 shares; 2025Q4: 60,287 shares 60,287 $4.64M 0.98% -523 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,101 shares; 2024Q4: 24,365 shares; 2025Q1: 24,002 shares; 2025Q2: 26,225 shares; 2025Q3: 27,199 shares; 2025Q4: 26,973 shares 26,973 $4.11M 0.87% -226 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,122 shares; 2024Q4: 11,748 shares; 2025Q1: 11,777 shares; 2025Q2: 11,289 shares; 2025Q3: 13,539 shares; 2025Q4: 13,144 shares 13,144 $3.89M 0.82% -395 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,166 shares; 2024Q4: 44,484 shares; 2025Q1: 43,614 shares; 2025Q2: 43,445 shares; 2025Q3: 43,532 shares; 2025Q4: 43,426 shares 43,426 $3.88M 0.82% -106 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,733 shares; 2024Q4: 22,795 shares; 2025Q1: 22,155 shares; 2025Q2: 23,578 shares; 2025Q3: 26,744 shares; 2025Q4: 26,297 shares 26,297 $3.59M 0.76% -447 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,667 shares; 2024Q4: 22,358 shares; 2025Q1: 23,589 shares; 2025Q2: 24,640 shares; 2025Q3: 29,803 shares; 2025Q4: 28,779 shares 28,779 $3.46M 0.73% -1,024 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,611 shares; 2024Q4: 63,611 shares; 2025Q1: 62,146 shares; 2025Q2: 62,070 shares; 2025Q3: 63,862 shares; 2025Q4: 63,545 shares 63,545 $3.13M 0.66% -317 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,587 shares; 2024Q4: 48,301 shares; 2025Q1: 59,322 shares; 2025Q2: 70,615 shares; 2025Q3: 79,192 shares; 2025Q4: 94,046 shares 94,046 $3M 0.63% +14,854 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,324 shares; 2024Q4: 11,597 shares; 2025Q1: 11,974 shares; 2025Q2: 11,892 shares; 2025Q3: 15,243 shares; 2025Q4: 14,429 shares 14,429 $2.99M 0.63% -814 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,339 shares; 2024Q4: 35,393 shares; 2025Q1: 34,479 shares; 2025Q2: 33,726 shares; 2025Q3: 34,163 shares; 2025Q4: 33,902 shares 33,902 $2.96M 0.62% -261 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 138,683 shares 138,683 $2.86M 0.6% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,575 shares; 2025Q3: 62,488 shares; 2025Q4: 73,230 shares 73,230 $2.82M 0.6% +10,742 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,778 shares; 2024Q4: 28,807 shares; 2025Q1: 27,692 shares; 2025Q2: 27,410 shares; 2025Q3: 27,383 shares; 2025Q4: 26,322 shares 26,322 $2.78M 0.59% -1,061 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,704 shares; 2024Q4: 9,621 shares; 2025Q1: 9,206 shares; 2025Q2: 9,107 shares; 2025Q3: 9,070 shares; 2025Q4: 8,892 shares 8,892 $2.78M 0.59% -178 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,231 shares; 2024Q4: 12,736 shares; 2025Q1: 12,687 shares; 2025Q2: 12,264 shares; 2025Q3: 12,866 shares; 2025Q4: 12,868 shares 12,868 $2.73M 0.58% +2 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,012 shares; 2025Q3: 66,534 shares; 2025Q4: 80,994 shares 80,994 $2.7M 0.57% +14,460 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,564 shares; 2024Q4: 113,901 shares; 2025Q1: 114,118 shares; 2025Q2: 123,672 shares; 2025Q3: 123,455 shares; 2025Q4: 117,566 shares 117,566 $2.69M 0.57% -5,889 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,081 shares 119,081 $2.66M 0.56% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,575 shares; 2025Q1: 5,388 shares; 2025Q2: 6,073 shares; 2025Q3: 6,694 shares; 2025Q4: 10,613 shares 10,613 $2.66M 0.56% +3,919 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,777 shares; 2024Q4: 6,797 shares; 2025Q1: 6,865 shares; 2025Q2: 6,972 shares; 2025Q3: 8,331 shares; 2025Q4: 8,208 shares 8,208 $2.64M 0.56% -123 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,039 shares; 2024Q4: 49,552 shares; 2025Q1: 48,437 shares; 2025Q2: 48,924 shares; 2025Q3: 49,161 shares; 2025Q4: 49,360 shares 49,360 $2.63M 0.56% +199 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,086 shares; 2024Q4: 99,012 shares; 2025Q1: 100,217 shares; 2025Q2: 117,662 shares; 2025Q3: 120,428 shares; 2025Q4: 116,801 shares 116,801 $2.62M 0.55% -3,627 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,449 shares; 2024Q4: 8,422 shares; 2025Q1: 7,999 shares; 2025Q2: 7,865 shares; 2025Q3: 7,837 shares; 2025Q4: 7,524 shares 7,524 $2.59M 0.55% -313 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,020 shares; 2024Q4: 14,379 shares; 2025Q1: 14,645 shares; 2025Q2: 13,952 shares; 2025Q3: 13,577 shares; 2025Q4: 13,276 shares 13,276 $2.59M 0.55% -301 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,015 shares; 2024Q4: 10,006 shares; 2025Q1: 9,562 shares; 2025Q2: 9,466 shares; 2025Q3: 9,604 shares; 2025Q4: 9,407 shares 9,407 $2.55M 0.54% -197 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,573 shares; 2024Q4: 4,369 shares; 2025Q1: 4,527 shares; 2025Q2: 3,173 shares; 2025Q3: 14,761 shares; 2025Q4: 15,781 shares 15,781 $2.53M 0.53% +1,020 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,618 shares; 2025Q2: 52,593 shares; 2025Q3: 51,929 shares; 2025Q4: 55,812 shares 55,812 $2.41M 0.51% +3,883 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,020 shares; 2024Q4: 21,105 shares; 2025Q1: 20,167 shares; 2025Q2: 19,096 shares; 2025Q3: 19,394 shares; 2025Q4: 21,275 shares 21,275 $2.39M 0.5% +1,881 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,814 shares; 2024Q4: 25,600 shares; 2025Q1: 22,233 shares; 2025Q2: 20,986 shares; 2025Q3: 20,473 shares; 2025Q4: 18,677 shares 18,677 $2.29M 0.48% -1,796 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,892 shares; 2024Q4: 4,893 shares; 2025Q1: 4,672 shares; 2025Q2: 4,639 shares; 2025Q3: 4,536 shares; 2025Q4: 4,489 shares 4,489 $2.17M 0.46% -47 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,214 shares; 2024Q4: 4,121 shares; 2025Q1: 4,131 shares; 2025Q2: 3,396 shares; 2025Q3: 3,774 shares; 2025Q4: 3,756 shares 3,756 $2.15M 0.45% -18 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,539 shares; 2024Q4: 5,518 shares; 2025Q1: 5,326 shares; 2025Q2: 5,248 shares; 2025Q3: 5,210 shares; 2025Q4: 5,035 shares 5,035 $2.15M 0.45% -175 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,711 shares; 2025Q1: 1,886 shares; 2025Q2: 1,826 shares; 2025Q3: 1,879 shares; 2025Q4: 1,982 shares 1,982 $2.13M 0.45% +103 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,481 shares; 2024Q4: 29,893 shares; 2025Q1: 25,835 shares; 2025Q2: 23,706 shares; 2025Q3: 23,726 shares; 2025Q4: 23,037 shares 23,037 $2.13M 0.45% -689 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,149 shares; 2024Q4: 5,762 shares; 2025Q1: 5,754 shares; 2025Q2: 5,827 shares; 2025Q3: 6,354 shares; 2025Q4: 6,706 shares 6,706 $2.1M 0.44% +352 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,114 shares; 2024Q4: 10,118 shares; 2025Q1: 9,658 shares; 2025Q2: 9,520 shares; 2025Q3: 9,493 shares; 2025Q4: 9,195 shares 9,195 $2.05M 0.43% -298 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,937 shares; 2024Q4: 40,782 shares; 2025Q1: 38,648 shares; 2025Q2: 38,148 shares; 2025Q3: 37,886 shares; 2025Q4: 36,907 shares 36,907 $2.01M 0.43% -979 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,214 shares; 2024Q4: 6,253 shares; 2025Q1: 5,968 shares; 2025Q2: 5,917 shares; 2025Q3: 5,979 shares; 2025Q4: 5,811 shares 5,811 $2M 0.42% -168 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,027 shares; 2024Q4: 37,233 shares; 2025Q1: 40,113 shares; 2025Q2: 43,182 shares; 2025Q3: 44,447 shares; 2025Q4: 49,686 shares 49,686 $2M 0.42% +5,239 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,308 shares; 2025Q4: 37,051 shares 37,051 $1.99M 0.42% -2,257 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,021 shares; 2024Q4: 6,150 shares; 2025Q1: 5,656 shares; 2025Q2: 5,723 shares; 2025Q3: 6,408 shares; 2025Q4: 6,313 shares 6,313 $1.98M 0.42% -95 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,616 shares; 2024Q4: 37,616 shares; 2025Q1: 37,061 shares; 2025Q2: 37,134 shares; 2025Q3: 38,351 shares; 2025Q4: 38,351 shares 38,351 $1.95M 0.41% 0 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,578 shares; 2024Q4: 283,804 shares; 2025Q1: 54,173 shares; 2025Q2: 54,216 shares; 2025Q3: 57,418 shares; 2025Q4: 57,087 shares 57,087 $1.91M 0.4% -331 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,155 shares; 2024Q4: 79,191 shares; 2025Q1: 71,072 shares; 2025Q2: 70,951 shares; 2025Q3: 70,766 shares; 2025Q4: 69,118 shares 69,118 $1.9M 0.4% -1,648 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,028 shares; 2024Q4: 9,823 shares; 2025Q1: 9,749 shares; 2025Q2: 10,539 shares; 2025Q3: 10,569 shares; 2025Q4: 10,384 shares 10,384 $1.89M 0.4% -185 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,410 shares; 2024Q4: 40,933 shares; 2025Q1: 42,139 shares; 2025Q2: 42,633 shares; 2025Q3: 42,633 shares; 2025Q4: 42,751 shares 42,751 $1.87M 0.39% +118 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,480 shares; 2025Q4: 9,531 shares 9,531 $1.86M 0.39% +8,051 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,922 shares; 2024Q4: 61,653 shares; 2025Q1: 49,422 shares; 2025Q2: 49,404 shares; 2025Q3: 49,404 shares; 2025Q4: 52,590 shares 52,590 $1.83M 0.39% +3,186 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,890 shares; 2024Q4: 3,919 shares; 2025Q1: 3,915 shares; 2025Q2: 3,655 shares; 2025Q3: 3,633 shares; 2025Q4: 3,750 shares 3,750 $1.83M 0.39% +117 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,552 shares; 2025Q1: 1,538 shares; 2025Q2: 1,469 shares; 2025Q3: 4,946 shares; 2025Q4: 6,776 shares 6,776 $1.82M 0.38% +1,830 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,747 shares; 2024Q4: 2,739 shares; 2025Q1: 2,831 shares; 2025Q2: 2,935 shares; 2025Q3: 2,952 shares; 2025Q4: 2,633 shares 2,633 $1.8M 0.38% -319 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,506 shares; 2024Q4: 14,046 shares; 2025Q1: 13,978 shares; 2025Q2: 14,148 shares; 2025Q3: 15,339 shares; 2025Q4: 16,764 shares 16,764 $1.76M 0.37% +1,425 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,244 shares; 2024Q4: 23,502 shares; 2025Q1: 22,456 shares; 2025Q2: 44,594 shares; 2025Q3: 44,705 shares; 2025Q4: 43,629 shares 43,629 $1.75M 0.37% -1,076 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,451 shares; 2024Q4: 6,661 shares; 2025Q1: 7,001 shares; 2025Q2: 7,270 shares; 2025Q3: 7,733 shares; 2025Q4: 7,558 shares 7,558 $1.73M 0.36% -175 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,916 shares; 2024Q4: 3,857 shares; 2025Q1: 3,876 shares; 2025Q2: 3,747 shares; 2025Q3: 5,770 shares; 2025Q4: 5,598 shares 5,598 $1.72M 0.36% -172 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,959 shares 7,959 $1.67M 0.35% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,076 shares; 2025Q1: 7,711 shares; 2025Q2: 13,305 shares; 2025Q3: 13,303 shares; 2025Q4: 12,720 shares 12,720 $1.66M 0.35% -583 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,549 shares; 2024Q4: 16,332 shares; 2025Q1: 15,487 shares; 2025Q2: 15,769 shares; 2025Q3: 15,939 shares; 2025Q4: 15,953 shares 15,953 $1.63M 0.34% +14 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,449 shares; 2024Q4: 12,203 shares; 2025Q1: 7,166 shares; 2025Q2: 7,096 shares; 2025Q3: 7,097 shares; 2025Q4: 7,076 shares 7,076 $1.61M 0.34% -21 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,018 shares; 2024Q4: 20,140 shares; 2025Q1: 19,285 shares; 2025Q2: 19,202 shares; 2025Q3: 19,205 shares; 2025Q4: 19,354 shares 19,354 $1.53M 0.32% +149 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,422 shares; 2024Q4: 5,574 shares; 2025Q1: 5,636 shares; 2025Q2: 5,001 shares; 2025Q3: 5,317 shares; 2025Q4: 4,928 shares 4,928 $1.51M 0.32% -389 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,057 shares; 2025Q4: 6,844 shares 6,844 $1.47M 0.31% +787 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,631 shares; 2024Q4: 17,631 shares; 2025Q1: 28,035 shares; 2025Q2: 27,734 shares; 2025Q3: 27,673 shares; 2025Q4: 27,673 shares 27,673 $1.47M 0.31% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,329 shares; 2024Q4: 2,882 shares; 2025Q1: 3,675 shares; 2025Q2: 3,993 shares; 2025Q3: 17,833 shares; 2025Q4: 17,206 shares 17,206 $1.45M 0.31% -627 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,739 shares; 2024Q4: 7,733 shares; 2025Q1: 7,759 shares; 2025Q2: 7,757 shares; 2025Q3: 7,738 shares; 2025Q4: 7,763 shares 7,763 $1.44M 0.3% +25 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: 2,333 shares; 2025Q1: 2,586 shares; 2025Q2: 2,640 shares; 2025Q3: 4,028 shares; 2025Q4: 4,023 shares 4,023 $1.41M 0.3% -5 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,197 shares; 2024Q4: 20,082 shares; 2025Q1: 22,660 shares; 2025Q2: 22,510 shares; 2025Q3: 22,470 shares; 2025Q4: 25,427 shares 25,427 $1.4M 0.3% +2,957 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,732 shares; 2024Q4: 15,545 shares; 2025Q1: 15,590 shares; 2025Q2: 15,626 shares; 2025Q3: 16,415 shares; 2025Q4: 14,981 shares 14,981 $1.4M 0.29% -1,434 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,610 shares; 2024Q4: 21,646 shares; 2025Q1: 22,709 shares; 2025Q2: 23,646 shares; 2025Q3: 24,265 shares; 2025Q4: 27,192 shares 27,192 $1.39M 0.29% +2,927 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,900 shares; 2025Q1: 15,186 shares; 2025Q2: 13,319 shares; 2025Q3: 17,322 shares; 2025Q4: 16,526 shares 16,526 $1.34M 0.28% -796 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 2,564 shares; 2025Q1: 3,237 shares; 2025Q2: 3,283 shares; 2025Q3: 3,750 shares; 2025Q4: 3,788 shares 3,788 $1.31M 0.28% +38 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,363 shares; 2024Q4: 3,907 shares; 2025Q1: 3,888 shares; 2025Q2: 3,932 shares; 2025Q3: 3,898 shares; 2025Q4: 4,782 shares 4,782 $1.31M 0.28% +884 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,219 shares; 2024Q4: 3,206 shares; 2025Q1: 3,218 shares; 2025Q2: 3,226 shares; 2025Q3: 3,658 shares; 2025Q4: 3,666 shares 3,666 $1.3M 0.27% +8 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,374 shares; 2024Q4: 17,213 shares; 2025Q1: 17,063 shares; 2025Q2: 17,063 shares; 2025Q3: 25,673 shares; 2025Q4: 25,666 shares 25,666 $1.28M 0.27% -7 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,621 shares; 2024Q4: 13,380 shares; 2025Q1: 21,008 shares; 2025Q2: 29,808 shares; 2025Q3: 19,500 shares; 2025Q4: 12,249 shares 12,249 $1.23M 0.26% -7,251 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,659 shares; 2025Q1: 1,797 shares; 2025Q2: 1,853 shares; 2025Q3: 1,889 shares; 2025Q4: 1,859 shares 1,859 $1.23M 0.26% -30 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,211 shares; 2025Q4: 20,386 shares 20,386 $1.18M 0.25% +2,175 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,534 shares; 2024Q4: 9,845 shares; 2025Q1: 9,938 shares; 2025Q2: 10,065 shares; 2025Q3: 10,265 shares; 2025Q4: 10,483 shares 10,483 $1.17M 0.25% +218 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,596 shares; 2024Q4: 31,564 shares; 2025Q1: 32,661 shares; 2025Q2: 35,282 shares; 2025Q3: 45,324 shares; 2025Q4: 46,382 shares 46,382 $1.15M 0.24% +1,058 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 60,091 shares; 2025Q1: 57,305 shares; 2025Q2: 56,668 shares; 2025Q3: 57,900 shares; 2025Q4: 57,069 shares 57,069 $1.15M 0.24% -831 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,597 shares; 2024Q4: 13,556 shares; 2025Q1: 13,682 shares; 2025Q2: 13,678 shares; 2025Q3: 13,973 shares; 2025Q4: 14,203 shares 14,203 $1.14M 0.24% +230 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,771 shares; 2024Q4: 19,073 shares; 2025Q1: 18,823 shares; 2025Q2: 18,823 shares; 2025Q3: 18,880 shares; 2025Q4: 23,011 shares 23,011 $1.14M 0.24% +4,131 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,073 shares; 2024Q4: 10,744 shares; 2025Q1: 10,746 shares; 2025Q2: 10,670 shares; 2025Q3: 10,670 shares; 2025Q4: 10,577 shares 10,577 $1.13M 0.24% -93 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,248 shares 43,248 $1.11M 0.23% new Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,613 shares; 2024Q4: 39,355 shares; 2025Q1: 39,433 shares; 2025Q2: 40,469 shares; 2025Q3: 43,605 shares; 2025Q4: 42,604 shares 42,604 $1.09M 0.23% -1,001 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,397 shares; 2024Q4: 14,663 shares; 2025Q1: 14,700 shares; 2025Q2: 15,194 shares; 2025Q3: 18,730 shares; 2025Q4: 19,032 shares 19,032 $1.05M 0.22% +302 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,242 shares; 2024Q4: 29,428 shares; 2025Q1: 28,923 shares; 2025Q2: 29,193 shares; 2025Q3: 30,616 shares; 2025Q4: 29,739 shares 29,739 $1.03M 0.22% -877 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,171 shares; 2024Q4: 15,524 shares; 2025Q1: 15,082 shares; 2025Q2: 18,211 shares; 2025Q3: 18,279 shares; 2025Q4: 11,832 shares 11,832 $1.02M 0.22% -6,447 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,950 shares; 2024Q4: 27,899 shares; 2025Q1: 27,672 shares; 2025Q2: 25,234 shares; 2025Q3: 27,105 shares; 2025Q4: 27,181 shares 27,181 $1M 0.21% +76 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,344 shares; 2025Q1: 1,368 shares; 2025Q2: 1,377 shares; 2025Q3: 1,739 shares; 2025Q4: 1,754 shares 1,754 $1M 0.21% +15 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,998 shares; 2024Q4: 13,018 shares; 2025Q1: 12,414 shares; 2025Q2: 14,122 shares; 2025Q3: 14,209 shares; 2025Q4: 9,837 shares 9,837 $992K 0.21% -4,372 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,214 shares; 2024Q4: 41,470 shares; 2025Q1: 29,240 shares; 2025Q2: 27,185 shares; 2025Q3: 12,510 shares; 2025Q4: 8,492 shares 8,492 $967K 0.2% -4,018 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 885 shares; 2025Q1: 865 shares; 2025Q2: 900 shares; 2025Q3: 1,389 shares; 2025Q4: 1,470 shares 1,470 $961K 0.2% +81 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,379 shares; 2025Q1: 1,530 shares; 2025Q2: 1,784 shares; 2025Q3: 1,994 shares; 2025Q4: 2,068 shares 2,068 $930K 0.2% +74 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,207 shares; 2025Q1: 30,650 shares; 2025Q2: 30,769 shares; 2025Q3: 35,176 shares; 2025Q4: 35,770 shares 35,770 $908K 0.19% +594 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,862 shares; 2024Q4: 6,478 shares; 2025Q1: 6,610 shares; 2025Q2: 6,627 shares; 2025Q3: 6,761 shares; 2025Q4: 6,542 shares 6,542 $902K 0.19% -219 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,533 shares; 2024Q4: 9,531 shares; 2025Q1: 9,531 shares; 2025Q2: 18,539 shares; 2025Q3: 18,503 shares; 2025Q4: 18,503 shares 18,503 $888K 0.19% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 773 shares; 2024Q4: 746 shares; 2025Q1: 739 shares; 2025Q2: 876 shares; 2025Q3: 1,366 shares; 2025Q4: 1,406 shares 1,406 $864K 0.18% +40 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,913 shares; 2024Q4: 10,913 shares; 2025Q1: 10,894 shares; 2025Q2: 19,081 shares; 2025Q3: 19,036 shares; 2025Q4: 19,036 shares 19,036 $853K 0.18% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,804 shares; 2025Q4: 3,796 shares 3,796 $834K 0.18% -8 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,483 shares; 2024Q4: 11,710 shares; 2025Q1: 11,710 shares; 2025Q2: 11,640 shares; 2025Q3: 11,236 shares; 2025Q4: 16,528 shares 16,528 $819K 0.17% +5,292 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 6,011 shares; 2025Q1: 5,988 shares; 2025Q2: 6,040 shares; 2025Q3: 6,819 shares; 2025Q4: 6,969 shares 6,969 $817K 0.17% +150 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: 2,991 shares; 2025Q1: 3,026 shares; 2025Q2: 3,072 shares; 2025Q3: 3,694 shares; 2025Q4: 3,702 shares 3,702 $804K 0.17% +8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,638 shares; 2024Q4: 13,637 shares; 2025Q1: 13,659 shares; 2025Q2: 14,657 shares; 2025Q3: 14,705 shares; 2025Q4: 14,141 shares 14,141 $803K 0.17% -564 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,747 shares; 2024Q4: 13,747 shares; 2025Q1: 16,448 shares; 2025Q2: 16,448 shares; 2025Q3: 16,368 shares; 2025Q4: 16,248 shares 16,248 $791K 0.17% -120 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,936 shares; 2024Q4: 15,133 shares; 2025Q1: 14,089 shares; 2025Q2: 14,700 shares; 2025Q3: 22,901 shares; 2025Q4: 19,229 shares 19,229 $783K 0.17% -3,672 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,049 shares; 2024Q4: 5,196 shares; 2025Q1: 5,173 shares; 2025Q2: 5,237 shares; 2025Q3: 5,263 shares; 2025Q4: 5,395 shares 5,395 $773K 0.16% +132 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,135 shares; 2024Q4: 13,553 shares; 2025Q1: 13,906 shares; 2025Q2: 12,663 shares; 2025Q3: 4,927 shares; 2025Q4: 3,870 shares 3,870 $773K 0.16% -1,057 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,794 shares; 2025Q1: 2,038 shares; 2025Q2: 2,125 shares; 2025Q3: 2,365 shares; 2025Q4: 2,317 shares 2,317 $758K 0.16% -48 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,213 shares; 2024Q4: 13,746 shares; 2025Q1: 13,495 shares; 2025Q2: 13,610 shares; 2025Q3: 4,844 shares; 2025Q4: 5,040 shares 5,040 $723K 0.15% +196 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,740 shares; 2024Q4: 12,950 shares; 2025Q1: 12,710 shares; 2025Q2: 12,894 shares; 2025Q3: 14,673 shares; 2025Q4: 15,034 shares 15,034 $719K 0.15% +361 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,870 shares; 2024Q4: 23,610 shares; 2025Q1: 23,610 shares; 2025Q2: 23,610 shares; 2025Q3: 23,610 shares; 2025Q4: 23,610 shares 23,610 $699K 0.15% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 747 shares; 2025Q4: 764 shares 764 $672K 0.14% +17 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,213 shares; 2024Q4: 3,210 shares; 2025Q1: 3,342 shares; 2025Q2: 3,350 shares; 2025Q3: 3,462 shares; 2025Q4: 3,573 shares 3,573 $655K 0.14% +111 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,087 shares 17,087 $650K 0.14% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,826 shares; 2024Q4: 14,281 shares; 2025Q1: 13,558 shares; 2025Q2: 7,937 shares; 2025Q3: 9,135 shares; 2025Q4: 12,036 shares 12,036 $649K 0.14% +2,901 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,293 shares; 2025Q2: 9,312 shares; 2025Q3: 3,962 shares; 2025Q4: 3,962 shares 3,962 $637K 0.13% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,119 shares; 2024Q4: 18,531 shares; 2025Q1: 16,651 shares; 2025Q2: 15,679 shares; 2025Q3: 26,367 shares; 2025Q4: 25,571 shares 25,571 $635K 0.13% -796 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,762 shares; 2024Q4: 6,488 shares; 2025Q1: 7,535 shares; 2025Q2: 7,658 shares; 2025Q3: 7,575 shares; 2025Q4: 7,975 shares 7,975 $617K 0.13% +400 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,747 shares; 2024Q4: 30,696 shares; 2025Q1: 29,994 shares; 2025Q2: 39,467 shares; 2025Q3: 37,634 shares; 2025Q4: 26,098 shares 26,098 $610K 0.13% -11,536 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,041 shares; 2024Q4: 7,041 shares; 2025Q1: 7,041 shares; 2025Q2: 7,041 shares; 2025Q3: 7,041 shares; 2025Q4: 7,041 shares 7,041 $607K 0.13% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,546 shares; 2024Q4: 5,313 shares; 2025Q1: 5,352 shares; 2025Q2: 5,299 shares; 2025Q3: 4,879 shares; 2025Q4: 4,778 shares 4,778 $599K 0.13% -101 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,555 shares; 2024Q4: 9,698 shares; 2025Q1: 10,067 shares; 2025Q2: 9,160 shares; 2025Q3: 9,214 shares; 2025Q4: 8,495 shares 8,495 $594K 0.13% -719 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,213 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,568 shares; 2025Q3: 9,861 shares; 2025Q4: 10,390 shares 10,390 $588K 0.12% +529 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,646 shares; 2024Q4: 13,697 shares; 2025Q1: 13,846 shares; 2025Q2: 13,361 shares; 2025Q3: 13,219 shares; 2025Q4: 13,190 shares 13,190 $586K 0.12% -29 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,854 shares; 2024Q4: 1,520 shares; 2025Q1: 2,001 shares; 2025Q2: 1,738 shares; 2025Q3: 1,532 shares; 2025Q4: 1,585 shares 1,585 $559K 0.12% +53 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,745 shares; 2024Q4: 3,780 shares; 2025Q1: 3,783 shares; 2025Q2: 3,809 shares; 2025Q3: 3,869 shares; 2025Q4: 3,740 shares 3,740 $557K 0.12% -129 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 645 shares; 2025Q1: 638 shares; 2025Q2: 619 shares; 2025Q3: 629 shares; 2025Q4: 637 shares 637 $549K 0.12% +8 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,691 shares; 2025Q4: 12,156 shares 12,156 $541K 0.11% +465 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 1,824 shares; 2025Q1: 1,823 shares; 2025Q2: 2,359 shares; 2025Q3: 2,422 shares; 2025Q4: 2,583 shares 2,583 $539K 0.11% +161 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 1,791 shares; 2025Q1: 1,943 shares; 2025Q2: 1,953 shares; 2025Q3: 2,088 shares; 2025Q4: 2,077 shares 2,077 $538K 0.11% -11 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 2,901 shares; 2025Q1: 2,917 shares; 2025Q2: 2,930 shares; 2025Q3: 3,565 shares; 2025Q4: 3,433 shares 3,433 $529K 0.11% -132 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,871 shares 14,871 $525K 0.11% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,013 shares; 2024Q4: 16,052 shares; 2025Q1: 16,052 shares; 2025Q2: 16,052 shares; 2025Q3: 16,052 shares; 2025Q4: 16,052 shares 16,052 $524K 0.11% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,895 shares; 2024Q4: 11,528 shares; 2025Q1: 11,528 shares; 2025Q2: 11,408 shares; 2025Q3: 11,408 shares; 2025Q4: 11,408 shares 11,408 $519K 0.11% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,381 shares; 2024Q4: 16,805 shares; 2025Q1: 16,649 shares; 2025Q2: 18,403 shares; 2025Q3: 16,864 shares; 2025Q4: 5,184 shares 5,184 $514K 0.11% -11,680 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,874 shares; 2025Q3: 2,566 shares; 2025Q4: 4,971 shares 4,971 $502K 0.11% +2,405 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,757 shares; 2024Q4: 8,277 shares; 2025Q1: 9,333 shares; 2025Q2: 9,482 shares; 2025Q3: 9,777 shares; 2025Q4: 10,304 shares 10,304 $499K 0.11% +527 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,040 shares; 2024Q4: 34,570 shares; 2025Q1: 10,770 shares; 2025Q2: 10,581 shares; 2025Q3: 10,581 shares; 2025Q4: 13,554 shares 13,554 $490K 0.1% +2,973 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,850 shares; 2025Q1: 2,892 shares; 2025Q2: 3,114 shares; 2025Q3: 4,303 shares; 2025Q4: 4,155 shares 4,155 $485K 0.1% -148 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,952 shares; 2024Q4: 3,941 shares; 2025Q1: 4,180 shares; 2025Q2: 4,132 shares; 2025Q3: 4,132 shares; 2025Q4: 3,891 shares 3,891 $468K 0.1% -241 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,268 shares; 2024Q4: 5,637 shares; 2025Q1: 5,703 shares; 2025Q2: 5,780 shares; 2025Q3: 6,510 shares; 2025Q4: 6,294 shares 6,294 $465K 0.1% -216 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 994 shares; 2025Q1: 1,003 shares; 2025Q2: 1,015 shares; 2025Q3: 1,224 shares; 2025Q4: 1,206 shares 1,206 $462K 0.1% -18 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: 4,829 shares; 2025Q1: 4,668 shares; 2025Q2: 4,632 shares; 2025Q3: 5,555 shares; 2025Q4: 5,574 shares 5,574 $453K 0.1% +19 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,292 shares; 2024Q4: 20,292 shares; 2025Q1: 20,312 shares; 2025Q2: 20,292 shares; 2025Q3: 20,292 shares; 2025Q4: 20,302 shares 20,302 $453K 0.1% +10 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,789 shares; 2024Q4: 2,128 shares; 2025Q1: 2,391 shares; 2025Q2: 2,268 shares; 2025Q3: 3,195 shares; 2025Q4: 3,513 shares 3,513 $448K 0.09% +318 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 1,971 shares; 2025Q1: 1,961 shares; 2025Q2: 2,013 shares; 2025Q3: 3,014 shares; 2025Q4: 3,267 shares 3,267 $445K 0.09% +253 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 985 shares; 2025Q1: 945 shares; 2025Q2: 902 shares; 2025Q3: 1,338 shares; 2025Q4: 1,345 shares 1,345 $444K 0.09% +7 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,094 shares; 2024Q4: 1,198 shares; 2025Q1: 1,198 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares 1,120 $444K 0.09% 0 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,008 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,808 shares 12,808 $442K 0.09% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 819 shares; 2025Q1: 840 shares; 2025Q2: 832 shares; 2025Q3: 935 shares; 2025Q4: 946 shares 946 $440K 0.09% +11 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,736 shares; 2024Q4: 8,048 shares; 2025Q1: 7,171 shares; 2025Q2: 7,288 shares; 2025Q3: 7,556 shares; 2025Q4: 7,896 shares 7,896 $434K 0.09% +340 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,705 shares; 2024Q4: 8,778 shares; 2025Q1: 8,725 shares; 2025Q2: 8,939 shares; 2025Q3: 9,975 shares; 2025Q4: 9,955 shares 9,955 $434K 0.09% -20 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,087 shares; 2025Q3: 3,221 shares; 2025Q4: 3,211 shares 3,211 $434K 0.09% -10 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,932 shares; 2025Q4: 4,955 shares 4,955 $434K 0.09% +23 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,590 shares; 2024Q4: 3,737 shares; 2025Q1: 3,729 shares; 2025Q2: 3,703 shares; 2025Q3: 3,727 shares; 2025Q4: 3,793 shares 3,793 $431K 0.09% +66 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,732 shares; 2024Q4: 5,916 shares; 2025Q1: 6,098 shares; 2025Q2: 6,441 shares; 2025Q3: 8,064 shares; 2025Q4: 8,636 shares 8,636 $425K 0.09% +572 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,643 shares; 2025Q4: 10,584 shares 10,584 $423K 0.09% -59 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,443 shares; 2024Q4: 20,061 shares; 2025Q1: 20,377 shares; 2025Q2: 20,548 shares; 2025Q3: 42,586 shares; 2025Q4: 49,220 shares 49,220 $410K 0.09% +6,634 GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,131 shares; 2025Q3: 10,615 shares; 2025Q4: 8,358 shares 8,358 $410K 0.09% -2,257 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 2,471 shares; 2025Q1: 2,403 shares; 2025Q2: 2,418 shares; 2025Q3: 2,430 shares; 2025Q4: 2,441 shares 2,441 $391K 0.08% +11 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,391 shares; 2025Q2: 3,504 shares; 2025Q3: 4,692 shares; 2025Q4: 4,833 shares 4,833 $384K 0.08% +141 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,899 shares; 2024Q4: 8,602 shares; 2025Q1: 8,082 shares; 2025Q2: 7,833 shares; 2025Q3: 11,715 shares; 2025Q4: 12,657 shares 12,657 $378K 0.08% +942 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,534 shares; 2024Q4: 5,539 shares; 2025Q1: 5,420 shares; 2025Q2: 5,269 shares; 2025Q3: 5,121 shares; 2025Q4: 4,585 shares 4,585 $376K 0.08% -536 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,537 shares; 2025Q4: 9,481 shares 9,481 $373K 0.08% -56 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,878 shares; 2024Q4: 4,979 shares; 2025Q1: 5,007 shares; 2025Q2: 4,953 shares; 2025Q3: 5,034 shares; 2025Q4: 5,048 shares 5,048 $371K 0.08% +14 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,797 shares; 2024Q4: 7,641 shares; 2025Q1: 7,639 shares; 2025Q2: 7,639 shares; 2025Q3: 7,639 shares; 2025Q4: 7,891 shares 7,891 $369K 0.08% +252 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,198 shares; 2025Q1: 2,186 shares; 2025Q2: 2,207 shares; 2025Q3: 2,207 shares; 2025Q4: 2,210 shares 2,210 $361K 0.08% +3 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,822 shares 8,822 $350K 0.07% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,374 shares; 2024Q4: 10,652 shares; 2025Q1: 10,652 shares; 2025Q2: 9,404 shares; 2025Q3: 9,404 shares; 2025Q4: 10,021 shares 10,021 $347K 0.07% +617 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,053 shares; 2024Q4: 4,019 shares; 2025Q1: 4,004 shares; 2025Q2: 4,156 shares; 2025Q3: 4,049 shares; 2025Q4: 3,532 shares 3,532 $345K 0.07% -517 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,309 shares; 2024Q4: 255,191 shares; 2025Q1: 253,585 shares; 2025Q2: 254,782 shares; 2025Q3: 254,433 shares; 2025Q4: 7,351 shares 7,351 $344K 0.07% -247,082 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,947 shares; 2024Q4: 22,947 shares; 2025Q1: 22,947 shares; 2025Q2: 22,947 shares; 2025Q3: 26,147 shares; 2025Q4: 37,147 shares 37,147 $337K 0.07% +11,000 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,134 shares; 2024Q4: 3,249 shares; 2025Q1: 3,265 shares; 2025Q2: 3,303 shares; 2025Q3: 3,435 shares; 2025Q4: 2,877 shares 2,877 $332K 0.07% -558 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,905 shares; 2025Q3: 6,918 shares; 2025Q4: 7,385 shares 7,385 $331K 0.07% +467 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,770 shares; 2025Q3: 1,796 shares; 2025Q4: 1,846 shares 1,846 $328K 0.07% +50 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,465 shares; 2024Q4: 4,175 shares; 2025Q1: 4,502 shares; 2025Q2: 5,099 shares; 2025Q3: 5,442 shares; 2025Q4: 5,801 shares 5,801 $327K 0.07% +359 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 460 shares; 2025Q1: 399 shares; 2025Q2: 390 shares; 2025Q3: 340 shares; 2025Q4: 3,460 shares 3,460 $324K 0.07% +3,120 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,921 shares; 2025Q1: 3,021 shares; 2025Q2: 3,062 shares; 2025Q3: 3,144 shares; 2025Q4: 3,243 shares 3,243 $324K 0.07% +99 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,217 shares; 2025Q2: 10,834 shares; 2025Q3: 10,834 shares; 2025Q4: 10,834 shares 10,834 $324K 0.07% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,490 shares; 2025Q1: 2,444 shares; 2025Q2: 2,457 shares; 2025Q3: 2,042 shares; 2025Q4: 1,996 shares 1,996 $321K 0.07% -46 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,025 shares; 2024Q4: 16,020 shares; 2025Q1: not reported; 2025Q2: 10,003 shares; 2025Q3: 10,003 shares; 2025Q4: 10,003 shares 10,003 $308K 0.07% 0 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,519 shares; 2025Q3: 10,471 shares; 2025Q4: 9,142 shares 9,142 $300K 0.06% -1,329 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 776 shares; 2025Q3: 780 shares; 2025Q4: 808 shares 808 $299K 0.06% +28 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,020 shares; 2025Q1: 2,895 shares; 2025Q2: 2,926 shares; 2025Q3: 2,878 shares; 2025Q4: 2,241 shares 2,241 $291K 0.06% -637 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,127 shares; 2025Q1: 1,121 shares; 2025Q2: 1,112 shares; 2025Q3: not reported; 2025Q4: 1,665 shares 1,665 $289K 0.06% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,129 shares; 2025Q3: 1,219 shares; 2025Q4: 1,110 shares 1,110 $285K 0.06% -109 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,081 shares; 2025Q1: 3,065 shares; 2025Q2: 3,064 shares; 2025Q3: 3,062 shares; 2025Q4: 3,009 shares 3,009 $283K 0.06% -53 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,120 shares; 2025Q3: 1,097 shares; 2025Q4: 1,154 shares 1,154 $280K 0.06% +57 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,253 shares 4,253 $278K 0.06% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 1,448 shares; 2025Q1: 1,448 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares; 2025Q4: 1,448 shares 1,448 $277K 0.06% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 1,865 shares; 2025Q1: 1,865 shares; 2025Q2: 1,849 shares; 2025Q3: 1,849 shares; 2025Q4: 1,849 shares 1,849 $275K 0.06% 0 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,945 shares; 2024Q4: 6,190 shares; 2025Q1: 5,442 shares; 2025Q2: 5,442 shares; 2025Q3: 5,442 shares; 2025Q4: 5,442 shares 5,442 $274K 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,122 shares; 2024Q4: 1,936 shares; 2025Q1: 1,934 shares; 2025Q2: 1,627 shares; 2025Q3: 1,766 shares; 2025Q4: 2,121 shares 2,121 $270K 0.06% +355 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,442 shares; 2025Q3: 1,487 shares; 2025Q4: 1,561 shares 1,561 $267K 0.06% +74 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,404 shares; 2025Q4: 1,529 shares 1,529 $265K 0.06% +125 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,406 shares; 2024Q4: 7,406 shares; 2025Q1: 7,406 shares; 2025Q2: 5,656 shares; 2025Q3: 5,656 shares; 2025Q4: 5,656 shares 5,656 $264K 0.06% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 394 shares; 2025Q3: 381 shares; 2025Q4: 386 shares 386 $261K 0.06% +5 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,620 shares; 2025Q4: 1,697 shares 1,697 $261K 0.06% +77 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,400 shares; 2024Q4: 14,400 shares; 2025Q1: 14,400 shares; 2025Q2: 12,000 shares; 2025Q3: 13,538 shares; 2025Q4: 13,538 shares 13,538 $260K 0.05% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,876 shares; 2025Q2: 2,596 shares; 2025Q3: 1,593 shares; 2025Q4: 1,498 shares 1,498 $256K 0.05% -95 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 676 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 731 shares; 2025Q3: 740 shares; 2025Q4: 747 shares 747 $251K 0.05% +7 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 3,932 shares; 2025Q1: 3,932 shares; 2025Q2: 3,904 shares; 2025Q3: 3,904 shares; 2025Q4: 3,884 shares 3,884 $249K 0.05% -20 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 659 shares; 2025Q1: not reported; 2025Q2: 813 shares; 2025Q3: 909 shares; 2025Q4: 776 shares 776 $247K 0.05% -133 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,001 shares; 2025Q1: not reported; 2025Q2: 3,057 shares; 2025Q3: 3,057 shares; 2025Q4: 3,068 shares 3,068 $240K 0.05% +11 Timeline IDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,557 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,413 shares 7,413 $239K 0.05% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 355 shares; 2025Q3: 374 shares; 2025Q4: 357 shares 357 $236K 0.05% -17 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,550 shares 2,550 $234K 0.05% new Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,325 shares; 2024Q4: 22,189 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,083 shares; 2025Q4: 7,083 shares 7,083 $231K 0.05% 0 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,904 shares 5,904 $231K 0.05% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,530 shares; 2025Q2: 2,752 shares; 2025Q3: 2,752 shares; 2025Q4: 2,354 shares 2,354 $227K 0.05% -398 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 766 shares 766 $219K 0.05% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 593 shares; 2025Q1: 597 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 375 shares 375 $217K 0.05% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 613 shares; 2025Q1: 620 shares; 2025Q2: 579 shares; 2025Q3: 608 shares; 2025Q4: 614 shares 614 $216K 0.05% +6 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,178 shares; 2025Q2: 3,085 shares; 2025Q3: 3,091 shares; 2025Q4: 3,034 shares 3,034 $213K 0.04% -57 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares 1,147 $210K 0.04% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,004 shares; 2025Q4: 3,004 shares 3,004 $209K 0.04% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,328 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,176 shares 2,176 $209K 0.04% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 798 shares; 2024Q4: 964 shares; 2025Q1: 921 shares; 2025Q2: 934 shares; 2025Q3: 936 shares; 2025Q4: 781 shares 781 $205K 0.04% -155 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,663 shares 16,663 $194K 0.04% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,629 shares; 2024Q4: 11,030 shares; 2025Q1: 10,343 shares; 2025Q2: 11,824 shares; 2025Q3: 13,342 shares; 2025Q4: 13,494 shares 13,494 $177K 0.04% +152 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,550 shares; 2024Q4: 13,401 shares; 2025Q1: 13,401 shares; 2025Q2: 13,401 shares; 2025Q3: 10,921 shares; 2025Q4: 10,495 shares 10,495 $132K 0.03% -426 Timeline