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: 132,222 shares; 2024Q4: 528,166 shares; 2025Q1: 509,116 shares; 2025Q2: 596,433 shares; 2025Q3: 646,778 shares 646,778 $20.6M 7.22% +50,345 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: 221,479 shares; 2024Q4: 223,219 shares; 2025Q1: 225,606 shares; 2025Q2: 224,572 shares; 2025Q3: 229,235 shares 229,235 $20M 7% +4,663 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: 159,862 shares; 2024Q4: 473,570 shares; 2025Q1: 477,173 shares; 2025Q2: 548,735 shares; 2025Q3: 653,058 shares 653,058 $19M 6.65% +104,323 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: 23,824 shares; 2024Q4: 23,843 shares; 2025Q1: 25,075 shares; 2025Q2: 24,848 shares; 2025Q3: 24,483 shares 24,483 $12.7M 4.44% -365 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: 80,715 shares; 2024Q4: 80,295 shares; 2025Q1: 81,458 shares; 2025Q2: 74,964 shares; 2025Q3: 61,229 shares 61,229 $9.41M 3.29% -13,735 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,303 shares; 2024Q4: 22,278 shares; 2025Q1: 22,258 shares; 2025Q2: 22,068 shares; 2025Q3: 21,643 shares 21,643 $8.2M 2.87% -425 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: 33,411 shares; 2024Q4: 33,034 shares; 2025Q1: 32,335 shares; 2025Q2: 32,877 shares; 2025Q3: 32,030 shares 32,030 $8.16M 2.85% -847 Timeline LCNB LCNB CORP More: the full row for LCNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,086 shares; 2024Q4: 504,562 shares; 2025Q1: 504,062 shares; 2025Q2: 501,988 shares; 2025Q3: 501,988 shares 501,988 $7.52M 2.63% 0 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: 24,175 shares; 2024Q4: 22,975 shares; 2025Q1: 22,280 shares; 2025Q2: 21,685 shares; 2025Q3: 20,250 shares 20,250 $6.68M 2.34% -1,435 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: 37,235 shares; 2024Q4: 37,247 shares; 2025Q1: 36,580 shares; 2025Q2: 35,430 shares; 2025Q3: 34,755 shares 34,755 $6.48M 2.27% -675 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: 10,144 shares; 2024Q4: 10,082 shares; 2025Q1: 10,009 shares; 2025Q2: 9,691 shares; 2025Q3: 9,671 shares 9,671 $6.44M 2.25% -20 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: 22,826 shares; 2024Q4: 22,851 shares; 2025Q1: 22,716 shares; 2025Q2: 22,956 shares; 2025Q3: 22,453 shares 22,453 $5.47M 1.91% -503 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,935 shares; 2024Q4: 113,677 shares; 2025Q1: 114,284 shares; 2025Q2: 115,476 shares; 2025Q3: 124,208 shares 124,208 $5.37M 1.88% +8,732 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: 21,876 shares; 2024Q4: 21,741 shares; 2025Q1: 21,286 shares; 2025Q2: 21,166 shares; 2025Q3: 20,741 shares 20,741 $5.04M 1.76% -425 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,703 shares; 2024Q4: 43,499 shares; 2025Q1: 49,485 shares; 2025Q2: 46,211 shares; 2025Q3: 58,259 shares 58,259 $4.08M 1.43% +12,048 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,390 shares; 2024Q4: 23,947 shares; 2025Q1: 23,425 shares; 2025Q2: 23,286 shares; 2025Q3: 23,186 shares 23,186 $3.67M 1.28% -100 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: 12,288 shares; 2024Q4: 12,034 shares; 2025Q1: 12,265 shares; 2025Q2: 12,210 shares; 2025Q3: 11,555 shares 11,555 $3.64M 1.28% -655 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: 20,490 shares; 2025Q1: 20,380 shares; 2025Q2: 21,704 shares; 2025Q3: 21,579 shares 21,579 $2.89M 1.01% -125 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: 53,162 shares; 2024Q4: 54,215 shares; 2025Q1: 54,998 shares; 2025Q2: 53,774 shares; 2025Q3: 55,077 shares 55,077 $2.87M 1% +1,303 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: 25,479 shares; 2024Q4: 25,117 shares; 2025Q1: 24,967 shares; 2025Q2: 24,367 shares; 2025Q3: 33,383 shares 33,383 $2.8M 0.98% +9,016 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: 11,618 shares; 2024Q4: 11,608 shares; 2025Q1: 11,463 shares; 2025Q2: 11,696 shares; 2025Q3: 11,436 shares 11,436 $2.51M 0.88% -260 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: 19,153 shares; 2024Q4: 19,853 shares; 2025Q1: 28,730 shares; 2025Q2: 30,112 shares; 2025Q3: 29,316 shares 29,316 $2.46M 0.86% -796 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,419 shares; 2024Q4: 23,623 shares; 2025Q1: 23,623 shares; 2025Q2: 22,551 shares; 2025Q3: 24,484 shares 24,484 $2.45M 0.86% +1,933 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: 13,965 shares; 2024Q4: 13,875 shares; 2025Q1: 13,188 shares; 2025Q2: 13,036 shares; 2025Q3: 12,835 shares 12,835 $2.38M 0.83% -201 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,517 shares; 2024Q4: 4,545 shares; 2025Q1: 4,828 shares; 2025Q2: 4,710 shares; 2025Q3: 4,595 shares 4,595 $2.31M 0.81% -115 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: 9,922 shares; 2024Q4: 9,329 shares; 2025Q1: 9,096 shares; 2025Q2: 9,099 shares; 2025Q3: 8,949 shares 8,949 $2.25M 0.79% -150 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: 16,836 shares; 2024Q4: 15,637 shares; 2025Q1: 16,101 shares; 2025Q2: 16,101 shares; 2025Q3: 15,401 shares 15,401 $2.23M 0.78% -700 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: 22,835 shares; 2024Q4: 22,581 shares; 2025Q1: 22,501 shares; 2025Q2: 22,169 shares; 2025Q3: 22,871 shares 22,871 $2.21M 0.77% +702 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: 15,837 shares; 2024Q4: 15,837 shares; 2025Q1: 15,917 shares; 2025Q2: 15,887 shares; 2025Q3: 15,377 shares 15,377 $2.06M 0.72% -510 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: 32,240 shares; 2024Q4: 31,440 shares; 2025Q1: 34,130 shares; 2025Q2: 33,855 shares; 2025Q3: 31,355 shares 31,355 $2.05M 0.72% -2,500 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: 5,882 shares; 2024Q4: 5,832 shares; 2025Q1: 5,832 shares; 2025Q2: 5,782 shares; 2025Q3: 5,482 shares 5,482 $1.95M 0.68% -300 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: 7,122 shares; 2024Q4: 7,090 shares; 2025Q1: 7,015 shares; 2025Q2: 7,107 shares; 2025Q3: 6,882 shares 6,882 $1.94M 0.68% -225 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: 20,849 shares; 2024Q4: 20,984 shares; 2025Q1: 21,817 shares; 2025Q2: 21,813 shares; 2025Q3: 11,980 shares 11,980 $1.86M 0.65% -9,833 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: 63,120 shares; 2024Q4: 63,120 shares; 2025Q1: 63,155 shares; 2025Q2: 63,289 shares; 2025Q3: 38,366 shares 38,366 $1.85M 0.65% -24,923 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: 7,261 shares; 2024Q4: 7,299 shares; 2025Q1: 7,482 shares; 2025Q2: 7,482 shares; 2025Q3: 7,482 shares 7,482 $1.73M 0.61% 0 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: 4,942 shares; 2024Q4: 4,892 shares; 2025Q1: 5,593 shares; 2025Q2: 5,636 shares; 2025Q3: 5,536 shares 5,536 $1.62M 0.57% -100 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: 5,057 shares; 2024Q4: 5,075 shares; 2025Q1: 5,112 shares; 2025Q2: 5,082 shares; 2025Q3: 4,973 shares 4,973 $1.51M 0.53% -109 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: 15,284 shares; 2024Q4: 15,284 shares; 2025Q1: 15,400 shares; 2025Q2: 14,400 shares; 2025Q3: 14,400 shares 14,400 $1.48M 0.52% 0 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: 5,533 shares; 2024Q4: 5,433 shares; 2025Q1: 5,263 shares; 2025Q2: 5,733 shares; 2025Q3: 5,273 shares 5,273 $1.48M 0.52% -460 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: 2,793 shares; 2024Q4: 2,775 shares; 2025Q1: 3,640 shares; 2025Q2: 3,657 shares; 2025Q3: 3,620 shares 3,620 $1.47M 0.51% -37 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: 4,504 shares; 2024Q4: 4,466 shares; 2025Q1: 4,331 shares; 2025Q2: 4,281 shares; 2025Q3: 3,888 shares 3,888 $1.46M 0.51% -393 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: 15,174 shares; 2024Q4: 15,154 shares; 2025Q1: 16,334 shares; 2025Q2: 16,111 shares; 2025Q3: 10,311 shares 10,311 $1.45M 0.51% -5,800 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: 17,143 shares; 2024Q4: 17,229 shares; 2025Q1: 19,525 shares; 2025Q2: 19,397 shares; 2025Q3: 12,806 shares 12,806 $1.44M 0.51% -6,591 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: 18,845 shares; 2024Q4: 18,845 shares; 2025Q1: 18,495 shares; 2025Q2: 18,945 shares; 2025Q3: 17,595 shares 17,595 $1.44M 0.5% -1,350 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: 11,442 shares; 2024Q4: 11,442 shares; 2025Q1: 11,552 shares; 2025Q2: 11,452 shares; 2025Q3: 11,352 shares 11,352 $1.4M 0.49% -100 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: 11,573 shares; 2024Q4: 12,573 shares; 2025Q1: 12,307 shares; 2025Q2: 12,232 shares; 2025Q3: 11,659 shares 11,659 $1.39M 0.48% -573 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: 2,051 shares; 2024Q4: 2,007 shares; 2025Q1: 1,868 shares; 2025Q2: 1,845 shares; 2025Q3: 1,770 shares 1,770 $1.35M 0.47% -75 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: 3,313 shares; 2024Q4: 3,213 shares; 2025Q1: 4,311 shares; 2025Q2: 4,303 shares; 2025Q3: 4,693 shares 4,693 $1.32M 0.46% +390 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,558 shares; 2024Q4: 2,530 shares; 2025Q1: 2,559 shares; 2025Q2: 3,344 shares; 2025Q3: 1,969 shares 1,969 $1.32M 0.46% -1,375 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,341 shares; 2024Q4: 21,326 shares; 2025Q1: 21,326 shares; 2025Q2: 21,386 shares; 2025Q3: 21,386 shares 21,386 $1.28M 0.45% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,248 shares; 2025Q3: 5,907 shares 5,907 $1.27M 0.45% +4,659 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: 5,176 shares; 2024Q4: 5,238 shares; 2025Q1: 5,187 shares; 2025Q2: 5,064 shares; 2025Q3: 5,064 shares 5,064 $1.23M 0.43% 0 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,034 shares; 2024Q4: 65,453 shares; 2025Q1: 69,060 shares; 2025Q2: 31,978 shares; 2025Q3: 31,378 shares 31,378 $1.21M 0.42% -600 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: 9,219 shares; 2024Q4: 9,119 shares; 2025Q1: 9,312 shares; 2025Q2: 9,265 shares; 2025Q3: 9,215 shares 9,215 $1.21M 0.42% -50 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,937 shares; 2024Q4: 3,937 shares; 2025Q1: 4,807 shares; 2025Q2: 4,946 shares; 2025Q3: 4,886 shares 4,886 $1.2M 0.42% -60 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: 9,574 shares; 2024Q4: 9,574 shares; 2025Q1: 9,396 shares; 2025Q2: 9,321 shares; 2025Q3: 9,231 shares 9,231 $1.18M 0.41% -90 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: 7,034 shares; 2024Q4: 7,034 shares; 2025Q1: 7,117 shares; 2025Q2: 7,150 shares; 2025Q3: 7,048 shares 7,048 $1.18M 0.41% -102 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,992 shares; 2024Q4: 17,992 shares; 2025Q1: 17,991 shares; 2025Q2: 17,787 shares; 2025Q3: 17,437 shares 17,437 $1.18M 0.41% -350 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 2,517 shares; 2025Q1: 2,617 shares; 2025Q2: 2,572 shares; 2025Q3: 2,542 shares 2,542 $1.16M 0.41% -30 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: 7,336 shares; 2024Q4: 6,336 shares; 2025Q1: 6,473 shares; 2025Q2: 6,621 shares; 2025Q3: 6,468 shares 6,468 $1.11M 0.39% -153 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: 1,960 shares; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: 1,960 shares; 2025Q3: 1,813 shares 1,813 $1.09M 0.38% -147 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: 2,357 shares; 2024Q4: 2,332 shares; 2025Q1: 2,307 shares; 2025Q2: 2,277 shares; 2025Q3: 2,157 shares 2,157 $1.08M 0.38% -120 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: 2,194 shares; 2024Q4: 2,217 shares; 2025Q1: 2,141 shares; 2025Q2: 1,931 shares; 2025Q3: 1,878 shares 1,878 $1.07M 0.37% -53 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: 17,455 shares; 2024Q4: 17,055 shares; 2025Q1: 17,204 shares; 2025Q2: 17,054 shares; 2025Q3: 15,564 shares 15,564 $1.06M 0.37% -1,490 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,681 shares; 2024Q4: 39,362 shares; 2025Q1: 39,362 shares; 2025Q2: 39,362 shares; 2025Q3: 39,362 shares 39,362 $1.06M 0.37% 0 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: 1,740 shares; 2024Q4: 1,740 shares; 2025Q1: 2,540 shares; 2025Q2: 1,670 shares; 2025Q3: 1,703 shares 1,703 $1.04M 0.36% +33 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: 9,597 shares; 2024Q4: 8,798 shares; 2025Q1: 8,973 shares; 2025Q2: 9,103 shares; 2025Q3: 9,078 shares 9,078 $1.04M 0.36% -25 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: 3,511 shares; 2024Q4: 3,511 shares; 2025Q1: 3,635 shares; 2025Q2: 3,635 shares; 2025Q3: 3,571 shares 3,571 $1.01M 0.35% -64 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: 2,065 shares; 2024Q4: 1,865 shares; 2025Q1: 1,865 shares; 2025Q2: 1,865 shares; 2025Q3: 2,565 shares 2,565 $937K 0.33% +700 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: 13,993 shares; 2024Q4: 13,829 shares; 2025Q1: 14,528 shares; 2025Q2: 14,349 shares; 2025Q3: 13,849 shares 13,849 $918K 0.32% -500 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: 4,651 shares; 2024Q4: 4,564 shares; 2025Q1: 4,544 shares; 2025Q2: 4,382 shares; 2025Q3: 4,293 shares 4,293 $904K 0.32% -89 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: 10,194 shares; 2024Q4: 10,552 shares; 2025Q1: 10,552 shares; 2025Q2: 10,184 shares; 2025Q3: 9,584 shares 9,584 $895K 0.31% -600 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,717 shares; 2024Q4: 5,639 shares; 2025Q1: 5,468 shares; 2025Q2: 3,860 shares; 2025Q3: 3,778 shares 3,778 $891K 0.31% -82 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: 3,468 shares; 2024Q4: 3,484 shares; 2025Q1: 3,516 shares; 2025Q2: 3,501 shares; 2025Q3: 3,501 shares 3,501 $860K 0.3% 0 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: 1,740 shares; 2024Q4: 1,695 shares; 2025Q1: 1,655 shares; 2025Q2: 1,640 shares; 2025Q3: 1,440 shares 1,440 $858K 0.3% -200 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: 10,463 shares; 2024Q4: 10,163 shares; 2025Q1: 10,388 shares; 2025Q2: 10,163 shares; 2025Q3: 9,988 shares 9,988 $845K 0.3% -175 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: 1,977 shares; 2024Q4: 1,977 shares; 2025Q1: 1,951 shares; 2025Q2: 1,612 shares; 2025Q3: 1,659 shares 1,659 $792K 0.28% +47 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,760 shares; 2024Q4: 3,760 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares 3,700 $759K 0.27% 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: 9,201 shares; 2024Q4: 9,108 shares; 2025Q1: 10,051 shares; 2025Q2: 10,251 shares; 2025Q3: 10,034 shares 10,034 $757K 0.27% -217 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,660 shares; 2024Q4: 5,160 shares; 2025Q1: 5,160 shares; 2025Q2: 4,810 shares; 2025Q3: 4,810 shares 4,810 $755K 0.26% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,652 shares; 2024Q4: 1,670 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,565 shares 1,565 $743K 0.26% -85 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: 2,769 shares; 2024Q4: 2,769 shares; 2025Q1: 2,941 shares; 2025Q2: 2,870 shares; 2025Q3: 2,790 shares 2,790 $728K 0.25% -80 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: 6,882 shares; 2024Q4: 6,709 shares; 2025Q1: 6,809 shares; 2025Q2: 7,609 shares; 2025Q3: 7,609 shares 7,609 $726K 0.25% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,769 shares; 2024Q4: 13,679 shares; 2025Q1: 14,141 shares; 2025Q2: 14,141 shares; 2025Q3: 14,091 shares 14,091 $711K 0.25% -50 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: 7,516 shares; 2024Q4: 7,516 shares; 2025Q1: 7,713 shares; 2025Q2: 7,592 shares; 2025Q3: 7,272 shares 7,272 $693K 0.24% -320 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: 50,121 shares; 2024Q4: 47,718 shares; 2025Q1: 20,159 shares; 2025Q2: 15,184 shares; 2025Q3: 3,591 shares 3,591 $681K 0.24% -11,593 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,785 shares; 2024Q4: 9,785 shares; 2025Q1: 9,785 shares; 2025Q2: 9,785 shares; 2025Q3: 9,232 shares 9,232 $667K 0.23% -553 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,098 shares; 2024Q4: 16,098 shares; 2025Q1: 15,823 shares; 2025Q2: 15,073 shares; 2025Q3: 14,548 shares 14,548 $648K 0.23% -525 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,719 shares; 2024Q4: 33,719 shares; 2025Q1: 33,229 shares; 2025Q2: 34,054 shares; 2025Q3: 33,070 shares 33,070 $647K 0.23% -984 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: 8,963 shares; 2024Q4: 9,034 shares; 2025Q1: 12,885 shares; 2025Q2: 11,364 shares; 2025Q3: 10,724 shares 10,724 $643K 0.22% -640 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,604 shares; 2024Q4: 3,604 shares; 2025Q1: 3,604 shares; 2025Q2: 3,566 shares; 2025Q3: 3,566 shares 3,566 $635K 0.22% 0 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: 3,800 shares; 2024Q4: 3,755 shares; 2025Q1: 4,131 shares; 2025Q2: 4,131 shares; 2025Q3: 4,056 shares 4,056 $629K 0.22% -75 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: 843 shares; 2024Q4: 874 shares; 2025Q1: 838 shares; 2025Q2: 838 shares; 2025Q3: 838 shares 838 $615K 0.22% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,554 shares; 2024Q4: 1,454 shares; 2025Q1: 1,573 shares; 2025Q2: 2,203 shares; 2025Q3: 2,203 shares 2,203 $615K 0.22% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,215 shares; 2024Q4: 9,247 shares; 2025Q1: 9,247 shares; 2025Q2: 9,418 shares; 2025Q3: 9,828 shares 9,828 $614K 0.21% +410 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,632 shares; 2025Q1: 1,714 shares; 2025Q2: 1,749 shares; 2025Q3: 1,749 shares 1,749 $596K 0.21% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,498 shares; 2025Q1: 1,513 shares; 2025Q2: 1,611 shares; 2025Q3: 1,911 shares 1,911 $574K 0.2% +300 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 2,995 shares; 2025Q1: 3,120 shares; 2025Q2: 3,077 shares; 2025Q3: 3,032 shares 3,032 $567K 0.2% -45 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,184 shares; 2024Q4: 8,900 shares; 2025Q1: 8,900 shares; 2025Q2: 8,400 shares; 2025Q3: 6,250 shares 6,250 $559K 0.2% -2,150 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: 7,042 shares; 2024Q4: 21,126 shares; 2025Q1: 21,126 shares; 2025Q2: 21,126 shares; 2025Q3: 21,126 shares 21,126 $556K 0.19% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 1,167 shares; 2025Q2: 1,192 shares; 2025Q3: 1,292 shares 1,292 $546K 0.19% +100 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: 5,962 shares; 2024Q4: 6,017 shares; 2025Q1: 6,295 shares; 2025Q2: 6,095 shares; 2025Q3: 5,636 shares 5,636 $534K 0.19% -459 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: 3,811 shares; 2024Q4: 3,811 shares; 2025Q1: 3,811 shares; 2025Q2: 3,770 shares; 2025Q3: 3,770 shares 3,770 $531K 0.19% 0 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: 11,842 shares; 2024Q4: 11,829 shares; 2025Q1: 12,503 shares; 2025Q2: 12,681 shares; 2025Q3: 12,009 shares 12,009 $528K 0.18% -672 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,289 shares; 2024Q4: 5,214 shares; 2025Q1: 5,214 shares; 2025Q2: 5,079 shares; 2025Q3: 4,979 shares 4,979 $517K 0.18% -100 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,840 shares; 2024Q4: 7,220 shares; 2025Q1: 7,220 shares; 2025Q2: 7,110 shares; 2025Q3: 6,662 shares 6,662 $513K 0.18% -448 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: 387 shares; 2025Q1: 434 shares; 2025Q2: 422 shares; 2025Q3: 437 shares 437 $509K 0.18% +15 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: 11,790 shares; 2024Q4: 11,790 shares; 2025Q1: 12,140 shares; 2025Q2: 12,140 shares; 2025Q3: 1,790 shares 1,790 $505K 0.18% -10,350 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,320 shares; 2024Q4: 9,243 shares; 2025Q1: 8,610 shares; 2025Q2: 7,187 shares; 2025Q3: 7,112 shares 7,112 $496K 0.17% -75 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: 1,107 shares; 2024Q4: 1,092 shares; 2025Q1: 1,071 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares 1,055 $494K 0.17% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,212 shares; 2025Q3: 5,150 shares 5,150 $490K 0.17% -62 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: 5,524 shares; 2024Q4: 5,819 shares; 2025Q1: 5,985 shares; 2025Q2: 5,929 shares; 2025Q3: 5,929 shares 5,929 $488K 0.17% 0 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: 9,008 shares; 2024Q4: 8,832 shares; 2025Q1: 9,364 shares; 2025Q2: 9,435 shares; 2025Q3: 9,453 shares 9,453 $488K 0.17% +18 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: not reported; 2024Q4: not reported; 2025Q1: 1,905 shares; 2025Q2: 1,905 shares; 2025Q3: 1,875 shares 1,875 $477K 0.17% -30 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 1,580 shares; 2025Q1: 1,522 shares; 2025Q2: 1,492 shares; 2025Q3: 1,392 shares 1,392 $462K 0.16% -100 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,927 shares; 2024Q4: 3,332 shares; 2025Q1: 3,132 shares; 2025Q2: 2,134 shares; 2025Q3: 2,134 shares 2,134 $461K 0.16% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: 3,625 shares; 2025Q2: 3,625 shares; 2025Q3: 3,590 shares 3,590 $455K 0.16% -35 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,322 shares; 2024Q4: 6,372 shares; 2025Q1: 6,402 shares; 2025Q2: 7,264 shares; 2025Q3: 7,164 shares 7,164 $452K 0.16% -100 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,596 shares; 2024Q4: 17,596 shares; 2025Q1: 17,596 shares; 2025Q2: 16,846 shares; 2025Q3: 16,846 shares 16,846 $425K 0.15% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,293 shares 1,293 $424K 0.15% +43 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: 2,093 shares; 2024Q4: 2,064 shares; 2025Q1: 2,064 shares; 2025Q2: 2,039 shares; 2025Q3: 2,039 shares 2,039 $410K 0.14% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,272 shares; 2025Q1: 3,194 shares; 2025Q2: 3,194 shares; 2025Q3: 3,009 shares 3,009 $409K 0.14% -185 Timeline VCLT 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: 4,814 shares; 2024Q4: 4,988 shares; 2025Q1: 4,988 shares; 2025Q2: 5,190 shares; 2025Q3: 5,190 shares 5,190 $403K 0.14% 0 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,702 shares; 2024Q4: 11,702 shares; 2025Q1: 11,702 shares; 2025Q2: 10,252 shares; 2025Q3: 10,539 shares 10,539 $402K 0.14% +287 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: 22,227 shares; 2024Q4: 21,455 shares; 2025Q1: 19,978 shares; 2025Q2: 19,292 shares; 2025Q3: 11,628 shares 11,628 $390K 0.14% -7,664 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: 4,694 shares; 2024Q4: 4,774 shares; 2025Q1: 7,144 shares; 2025Q2: 7,144 shares; 2025Q3: 7,043 shares 7,043 $382K 0.13% -101 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: 9,598 shares; 2024Q4: 9,598 shares; 2025Q1: 11,008 shares; 2025Q2: 12,640 shares; 2025Q3: 12,062 shares 12,062 $379K 0.13% -578 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: 8,582 shares; 2024Q4: 8,582 shares; 2025Q1: 8,479 shares; 2025Q2: 8,166 shares; 2025Q3: 7,466 shares 7,466 $376K 0.13% -700 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: not reported; 2024Q4: not reported; 2025Q1: 1,283 shares; 2025Q2: 1,247 shares; 2025Q3: 1,247 shares 1,247 $375K 0.13% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: not reported; 2025Q1: 1,504 shares; 2025Q2: 1,613 shares; 2025Q3: 1,553 shares 1,553 $367K 0.13% -60 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 1,903 shares; 2025Q1: 1,903 shares; 2025Q2: 1,903 shares; 2025Q3: 1,903 shares 1,903 $367K 0.13% 0 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: 1,706 shares; 2024Q4: 1,681 shares; 2025Q1: 1,681 shares; 2025Q2: 1,827 shares; 2025Q3: 1,827 shares 1,827 $362K 0.13% 0 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: 6,702 shares; 2025Q1: 6,702 shares; 2025Q2: 10,702 shares; 2025Q3: 6,702 shares 6,702 $361K 0.13% -4,000 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: 1,720 shares; 2024Q4: 1,720 shares; 2025Q1: 1,720 shares; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares 1,720 $355K 0.12% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,695 shares; 2024Q4: 1,761 shares; 2025Q1: 1,701 shares; 2025Q2: 1,601 shares; 2025Q3: 1,541 shares 1,541 $351K 0.12% -60 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 3,995 shares; 2025Q1: 5,105 shares; 2025Q2: 4,803 shares; 2025Q3: 4,422 shares 4,422 $348K 0.12% -381 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares 6,250 $346K 0.12% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,828 shares; 2024Q4: 5,828 shares; 2025Q1: 6,048 shares; 2025Q2: 6,331 shares; 2025Q3: 5,559 shares 5,559 $340K 0.12% -772 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: 972 shares; 2024Q4: 983 shares; 2025Q1: 983 shares; 2025Q2: 983 shares; 2025Q3: 903 shares 903 $334K 0.12% -80 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: 1,640 shares; 2024Q4: 1,640 shares; 2025Q1: 1,640 shares; 2025Q2: 1,628 shares; 2025Q3: 1,628 shares 1,628 $333K 0.12% 0 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: 5,475 shares; 2024Q4: 5,200 shares; 2025Q1: 5,950 shares; 2025Q2: 5,959 shares; 2025Q3: 3,709 shares 3,709 $331K 0.12% -2,250 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,454 shares 6,454 $330K 0.12% new 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: 5,832 shares; 2024Q4: 5,732 shares; 2025Q1: 6,632 shares; 2025Q2: 5,966 shares; 2025Q3: 5,966 shares 5,966 $319K 0.11% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,643 shares; 2024Q4: 4,643 shares; 2025Q1: 4,643 shares; 2025Q2: 4,643 shares; 2025Q3: 4,643 shares 4,643 $311K 0.11% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,598 shares; 2024Q4: 3,598 shares; 2025Q1: 3,598 shares; 2025Q2: 3,579 shares; 2025Q3: 3,379 shares 3,379 $307K 0.11% -200 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: 953 shares; 2024Q4: 953 shares; 2025Q1: 943 shares; 2025Q2: 918 shares; 2025Q3: 899 shares 899 $307K 0.11% -19 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,096 shares; 2024Q4: 4,096 shares; 2025Q1: 4,096 shares; 2025Q2: 4,096 shares; 2025Q3: 4,096 shares 4,096 $305K 0.11% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares 1,900 $302K 0.11% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,650 shares; 2024Q4: 39,900 shares; 2025Q1: 13,343 shares; 2025Q2: 13,038 shares; 2025Q3: 11,747 shares 11,747 $299K 0.1% -1,291 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 3,669 shares; 2025Q1: 3,669 shares; 2025Q2: 3,618 shares; 2025Q3: 3,565 shares 3,565 $296K 0.1% -53 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,252 shares; 2024Q4: 2,443 shares; 2025Q1: 2,458 shares; 2025Q2: 2,458 shares; 2025Q3: 2,608 shares 2,608 $292K 0.1% +150 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: 2,685 shares; 2025Q1: 2,685 shares; 2025Q2: 2,650 shares; 2025Q3: 2,205 shares 2,205 $292K 0.1% -445 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares 305 $291K 0.1% 0 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: 2,165 shares; 2024Q4: 1,965 shares; 2025Q1: 1,965 shares; 2025Q2: 1,965 shares; 2025Q3: 2,027 shares 2,027 $288K 0.1% +62 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,304 shares; 2025Q3: 1,729 shares 1,729 $288K 0.1% +425 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: 4,551 shares; 2024Q4: 4,599 shares; 2025Q1: 4,491 shares; 2025Q2: 4,491 shares; 2025Q3: 4,337 shares 4,337 $286K 0.1% -154 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 5,200 shares; 2025Q1: 4,950 shares; 2025Q2: 5,234 shares; 2025Q3: 4,984 shares 4,984 $283K 0.1% -250 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: 893 shares; 2024Q4: 893 shares; 2025Q1: 940 shares; 2025Q2: 1,033 shares; 2025Q3: 1,033 shares 1,033 $282K 0.1% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,468 shares 5,468 $274K 0.1% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 2,495 shares; 2025Q1: 2,815 shares; 2025Q2: 2,898 shares; 2025Q3: 2,663 shares 2,663 $273K 0.1% -235 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL 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: 10,335 shares 10,335 $273K 0.1% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,271 shares; 2024Q4: 2,271 shares; 2025Q1: 2,318 shares; 2025Q2: 2,318 shares; 2025Q3: 2,318 shares 2,318 $266K 0.09% 0 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: 1,533 shares; 2024Q4: 1,562 shares; 2025Q1: 1,562 shares; 2025Q2: 1,536 shares; 2025Q3: 1,436 shares 1,436 $264K 0.09% -100 Timeline ITB 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: 2,385 shares; 2024Q4: 2,385 shares; 2025Q1: 2,385 shares; 2025Q2: 2,285 shares; 2025Q3: 2,285 shares 2,285 $245K 0.09% 0 Timeline IBB 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: 1,645 shares; 2024Q4: 1,645 shares; 2025Q1: 1,645 shares; 2025Q2: 1,645 shares; 2025Q3: 1,645 shares 1,645 $237K 0.08% 0 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: 865 shares; 2024Q4: 865 shares; 2025Q1: 865 shares; 2025Q2: 865 shares; 2025Q3: 865 shares 865 $237K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,440 shares 4,440 $236K 0.08% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $235K 0.08% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,625 shares 2,625 $229K 0.08% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 7,680 shares; 2025Q1: 7,680 shares; 2025Q2: 7,680 shares; 2025Q3: 7,680 shares 7,680 $228K 0.08% 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: 72 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 42 shares 42 $227K 0.08% -32 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION 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: 2,013 shares; 2025Q3: 2,013 shares 2,013 $221K 0.08% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,650 shares; 2024Q4: 33,650 shares; 2025Q1: 33,650 shares; 2025Q2: 33,650 shares; 2025Q3: 1,500 shares 1,500 $218K 0.08% -32,150 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: not reported; 2025Q1: 1,844 shares; 2025Q2: not reported; 2025Q3: 1,944 shares 1,944 $217K 0.08% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,811 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,750 shares 4,750 $214K 0.07% -50 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: 1,003 shares; 2025Q3: 1,003 shares 1,003 $213K 0.07% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 1,617 shares; 2025Q1: 1,585 shares; 2025Q2: 1,585 shares; 2025Q3: 1,585 shares 1,585 $204K 0.07% 0 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: 2,066 shares; 2024Q4: 2,130 shares; 2025Q1: 2,224 shares; 2025Q2: not reported; 2025Q3: 2,149 shares 2,149 $203K 0.07% new Timeline DCI DONALDSON INC More: the full row for DONALDSON 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: 2,475 shares 2,475 $203K 0.07% new Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT 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: 31,243 shares; 2025Q2: 28,500 shares; 2025Q3: 19,000 shares 19,000 $169K 0.06% -9,500 Timeline