DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,352,539 shares; 2024Q4: 1,403,210 shares; 2025Q1: 1,200,497 shares; 2025Q2: 1,128,800 shares; 2025Q3: 1,132,424 shares; 2025Q4: 1,222,546 shares 1,222,546 $84.9M 7.31% +90,122 Timeline 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: 123,797 shares; 2024Q4: 129,582 shares; 2025Q1: 131,043 shares; 2025Q2: 121,539 shares; 2025Q3: 119,888 shares; 2025Q4: 117,113 shares 117,113 $80.2M 6.91% -2,775 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: 268,406 shares; 2024Q4: 259,247 shares; 2025Q1: 251,435 shares; 2025Q2: 245,374 shares; 2025Q3: 240,596 shares; 2025Q4: 235,859 shares 235,859 $64.1M 5.52% -4,737 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: 127,698 shares; 2024Q4: 125,493 shares; 2025Q1: 120,897 shares; 2025Q2: 118,737 shares; 2025Q3: 116,004 shares; 2025Q4: 111,734 shares 111,734 $54M 4.66% -4,270 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 639,517 shares; 2024Q4: 622,492 shares; 2025Q1: 619,254 shares; 2025Q2: 605,754 shares; 2025Q3: 596,006 shares; 2025Q4: 590,540 shares 590,540 $52.8M 4.55% -5,466 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: 188,676 shares; 2024Q4: 177,990 shares; 2025Q1: 142,797 shares; 2025Q2: 140,912 shares; 2025Q3: 136,567 shares; 2025Q4: 127,547 shares 127,547 $44.1M 3.8% -9,020 Timeline DFAE 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: 796,793 shares; 2024Q4: 922,884 shares; 2025Q1: 987,359 shares; 2025Q2: 999,184 shares; 2025Q3: 998,821 shares; 2025Q4: 993,653 shares 993,653 $32.4M 2.79% -5,168 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: 109,121 shares; 2024Q4: 105,829 shares; 2025Q1: 103,222 shares; 2025Q2: 101,841 shares; 2025Q3: 100,299 shares; 2025Q4: 96,779 shares 96,779 $30.3M 2.61% -3,520 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: 89,656 shares; 2024Q4: 85,088 shares; 2025Q1: 82,904 shares; 2025Q2: 81,288 shares; 2025Q3: 79,422 shares; 2025Q4: 76,878 shares 76,878 $24.8M 2.13% -2,544 Timeline MUB 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: 231,074 shares; 2024Q4: 247,506 shares; 2025Q1: 250,393 shares; 2025Q2: 225,984 shares; 2025Q3: 228,767 shares; 2025Q4: 229,088 shares 229,088 $24.5M 2.11% +321 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,901 shares; 2024Q4: 505,216 shares; 2025Q1: 517,794 shares; 2025Q2: 508,812 shares; 2025Q3: 497,709 shares; 2025Q4: 498,040 shares 498,040 $21.4M 1.84% +331 Timeline DFAIX DFA SHRT-DUR RL RTRN-INST More: the full row for DFA SHRT-DUR RL RTRN-INST 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: 2,012,103 shares 2,012,103 $21.1M 1.82% new Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,021 shares; 2024Q4: 295,318 shares; 2025Q1: 280,529 shares; 2025Q2: 269,215 shares; 2025Q3: 260,198 shares; 2025Q4: 248,828 shares 248,828 $21M 1.81% -11,370 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,515 shares; 2024Q4: 599,945 shares; 2025Q1: 641,941 shares; 2025Q2: 708,461 shares; 2025Q3: 733,145 shares; 2025Q4: 759,812 shares 759,812 $20.8M 1.8% +26,667 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,182 shares; 2024Q4: 373,016 shares; 2025Q1: 410,517 shares; 2025Q2: 430,529 shares; 2025Q3: 436,491 shares; 2025Q4: 430,930 shares 430,930 $19.6M 1.69% -5,561 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: 97,996 shares; 2024Q4: 94,610 shares; 2025Q1: 91,756 shares; 2025Q2: 90,155 shares; 2025Q3: 85,061 shares; 2025Q4: 81,772 shares 81,772 $18.9M 1.63% -3,289 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,090 shares; 2024Q4: 105,726 shares; 2025Q1: 104,876 shares; 2025Q2: 104,919 shares; 2025Q3: 104,350 shares; 2025Q4: 102,721 shares 102,721 $18.2M 1.57% -1,629 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 182,327 shares; 2025Q2: 169,577 shares; 2025Q3: 168,668 shares; 2025Q4: 402,353 shares 402,353 $15.8M 1.37% +233,685 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: 49,873 shares; 2024Q4: 48,648 shares; 2025Q1: 48,103 shares; 2025Q2: 47,356 shares; 2025Q3: 46,724 shares; 2025Q4: 45,025 shares 45,025 $15.8M 1.36% -1,699 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: 33,313 shares; 2024Q4: 32,177 shares; 2025Q1: 31,730 shares; 2025Q2: 31,074 shares; 2025Q3: 30,942 shares; 2025Q4: 30,449 shares 30,449 $15.3M 1.32% -493 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: 247,600 shares; 2024Q4: 228,274 shares; 2025Q1: 218,332 shares; 2025Q2: 210,099 shares; 2025Q3: 201,561 shares; 2025Q4: 194,173 shares 194,173 $15M 1.29% -7,388 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,139 shares; 2024Q4: 166,903 shares; 2025Q1: 161,829 shares; 2025Q2: 166,329 shares; 2025Q3: 164,205 shares; 2025Q4: 180,927 shares 180,927 $14.6M 1.26% +16,722 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,189 shares; 2024Q4: 110,392 shares; 2025Q1: 106,562 shares; 2025Q2: 104,945 shares; 2025Q3: 103,243 shares; 2025Q4: 101,781 shares 101,781 $13.5M 1.16% -1,462 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: 139,930 shares; 2024Q4: 148,633 shares; 2025Q1: 148,398 shares; 2025Q2: 149,755 shares; 2025Q3: 149,184 shares; 2025Q4: 149,574 shares 149,574 $12.9M 1.11% +390 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: 97,193 shares; 2024Q4: 91,472 shares; 2025Q1: 87,712 shares; 2025Q2: 85,540 shares; 2025Q3: 82,622 shares; 2025Q4: 79,371 shares 79,371 $12.2M 1.05% -3,251 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,491 shares; 2024Q4: 215,883 shares; 2025Q1: 208,722 shares; 2025Q2: 203,268 shares; 2025Q3: 197,988 shares; 2025Q4: 193,373 shares 193,373 $12.1M 1.04% -4,615 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: 90,667 shares; 2024Q4: 89,745 shares; 2025Q1: 88,657 shares; 2025Q2: 87,347 shares; 2025Q3: 85,037 shares; 2025Q4: 83,564 shares 83,564 $12M 1.03% -1,473 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: 36,183 shares; 2024Q4: 34,330 shares; 2025Q1: 33,758 shares; 2025Q2: 32,949 shares; 2025Q3: 32,173 shares; 2025Q4: 32,324 shares 32,324 $11.1M 0.96% +151 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,734 shares; 2024Q4: 40,878 shares; 2025Q1: 39,264 shares; 2025Q2: 37,997 shares; 2025Q3: 36,279 shares; 2025Q4: 34,721 shares 34,721 $10.9M 0.94% -1,558 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,420 shares; 2024Q4: 167,860 shares; 2025Q1: 166,990 shares; 2025Q2: 165,300 shares; 2025Q3: 167,586 shares; 2025Q4: 170,439 shares 170,439 $10.8M 0.93% +2,853 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: 43,046 shares; 2024Q4: 40,212 shares; 2025Q1: 37,132 shares; 2025Q2: 36,087 shares; 2025Q3: 35,670 shares; 2025Q4: 33,465 shares 33,465 $10.5M 0.9% -2,205 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: 54,183 shares; 2024Q4: 52,013 shares; 2025Q1: 49,794 shares; 2025Q2: 50,961 shares; 2025Q3: 50,127 shares; 2025Q4: 48,811 shares 48,811 $10.1M 0.87% -1,316 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: 30,839 shares; 2024Q4: 28,865 shares; 2025Q1: 28,700 shares; 2025Q2: 28,442 shares; 2025Q3: 27,601 shares; 2025Q4: 26,930 shares 26,930 $8.81M 0.76% -671 Timeline TCAF 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: not reported; 2024Q4: not reported; 2025Q1: 214,880 shares; 2025Q2: 221,367 shares; 2025Q3: 229,399 shares; 2025Q4: 230,427 shares 230,427 $8.81M 0.76% +1,028 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES 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: 178,401 shares; 2025Q3: 181,584 shares; 2025Q4: 182,966 shares 182,966 $8.39M 0.72% +1,382 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: 37,742 shares; 2024Q4: 35,045 shares; 2025Q1: 33,666 shares; 2025Q2: 43,455 shares; 2025Q3: 42,057 shares; 2025Q4: 40,788 shares 40,788 $7.96M 0.69% -1,269 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: 121,931 shares; 2024Q4: 106,694 shares; 2025Q1: 98,841 shares; 2025Q2: 84,899 shares; 2025Q3: 76,839 shares; 2025Q4: 74,654 shares 74,654 $7.86M 0.68% -2,185 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,132 shares; 2024Q4: 34,517 shares; 2025Q1: 33,455 shares; 2025Q2: 33,036 shares; 2025Q3: 32,235 shares; 2025Q4: 31,109 shares 31,109 $7.5M 0.65% -1,126 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: 65,543 shares; 2024Q4: 78,393 shares; 2025Q1: 80,137 shares; 2025Q2: 81,027 shares; 2025Q3: 79,373 shares; 2025Q4: 77,412 shares 77,412 $7.44M 0.64% -1,961 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: 33,973 shares; 2024Q4: 29,157 shares; 2025Q1: 25,526 shares; 2025Q2: 24,625 shares; 2025Q3: 23,146 shares; 2025Q4: 21,257 shares 21,257 $6.77M 0.58% -1,889 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,163 shares; 2024Q4: 38,847 shares; 2025Q1: 36,765 shares; 2025Q2: 33,480 shares; 2025Q3: 31,816 shares; 2025Q4: 30,515 shares 30,515 $6.71M 0.58% -1,301 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: 13,283 shares; 2024Q4: 12,674 shares; 2025Q1: 12,822 shares; 2025Q2: 12,492 shares; 2025Q3: 12,066 shares; 2025Q4: 11,619 shares 11,619 $6.66M 0.57% -447 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: 16,667 shares; 2024Q4: 17,540 shares; 2025Q1: 17,844 shares; 2025Q2: 17,465 shares; 2025Q3: 17,812 shares; 2025Q4: 16,946 shares 16,946 $5.59M 0.48% -866 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: 49,510 shares; 2024Q4: 49,304 shares; 2025Q1: 49,235 shares; 2025Q2: 49,467 shares; 2025Q3: 49,031 shares; 2025Q4: 48,699 shares 48,699 $5.43M 0.47% -332 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: 26,627 shares; 2024Q4: 27,493 shares; 2025Q1: 27,399 shares; 2025Q2: 27,146 shares; 2025Q3: 27,637 shares; 2025Q4: 28,940 shares 28,940 $5.4M 0.46% +1,303 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: 4,536 shares; 2024Q4: 4,525 shares; 2025Q1: 4,507 shares; 2025Q2: 4,883 shares; 2025Q3: 4,795 shares; 2025Q4: 4,931 shares 4,931 $5.3M 0.46% +136 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: 21,674 shares; 2024Q4: 20,676 shares; 2025Q1: 20,155 shares; 2025Q2: 19,739 shares; 2025Q3: 19,137 shares; 2025Q4: 18,853 shares 18,853 $5.06M 0.44% -284 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,347 shares; 2025Q3: 44,950 shares; 2025Q4: 43,638 shares 43,638 $5.03M 0.43% -1,312 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: 232,595 shares; 2024Q4: 232,164 shares; 2025Q1: 227,683 shares; 2025Q2: 216,681 shares; 2025Q3: 207,328 shares; 2025Q4: 199,709 shares 199,709 $4.96M 0.43% -7,619 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,798 shares; 2024Q4: 13,704 shares; 2025Q1: 13,296 shares; 2025Q2: 12,934 shares; 2025Q3: 12,825 shares; 2025Q4: 14,063 shares 14,063 $4.92M 0.42% +1,238 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: 8,394 shares; 2024Q4: 8,299 shares; 2025Q1: 7,700 shares; 2025Q2: 7,716 shares; 2025Q3: 7,381 shares; 2025Q4: 7,147 shares 7,147 $4.87M 0.42% -234 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,927 shares; 2024Q4: 18,452 shares; 2025Q1: 17,627 shares; 2025Q2: 17,417 shares; 2025Q3: 17,208 shares; 2025Q4: 33,796 shares 33,796 $4.87M 0.42% +16,588 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: 40,990 shares; 2024Q4: 41,140 shares; 2025Q1: 41,235 shares; 2025Q2: 40,341 shares; 2025Q3: 40,481 shares; 2025Q4: 39,612 shares 39,612 $4.77M 0.41% -869 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,391 shares; 2024Q4: 6,525 shares; 2025Q1: 6,245 shares; 2025Q2: 6,365 shares; 2025Q3: 6,122 shares; 2025Q4: 6,133 shares 6,133 $4.73M 0.41% +11 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: 14,308 shares; 2024Q4: 16,032 shares; 2025Q1: 16,476 shares; 2025Q2: 16,266 shares; 2025Q3: 16,049 shares; 2025Q4: 15,846 shares 15,846 $4.69M 0.4% -203 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,138 shares; 2024Q4: 87,197 shares; 2025Q1: 66,270 shares; 2025Q2: 61,974 shares; 2025Q3: 58,166 shares; 2025Q4: 54,703 shares 54,703 $4.57M 0.39% -3,463 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: 247,938 shares; 2024Q4: 205,123 shares; 2025Q1: 199,576 shares; 2025Q2: 188,837 shares; 2025Q3: 180,216 shares; 2025Q4: 178,625 shares 178,625 $4.45M 0.38% -1,591 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: 20,626 shares; 2024Q4: 20,654 shares; 2025Q1: 19,689 shares; 2025Q2: 19,601 shares; 2025Q3: 19,637 shares; 2025Q4: 18,816 shares 18,816 $4.3M 0.37% -821 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,002 shares; 2024Q4: 64,346 shares; 2025Q1: 59,520 shares; 2025Q2: 57,547 shares; 2025Q3: 54,915 shares; 2025Q4: 51,733 shares 51,733 $4.08M 0.35% -3,182 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,553 shares; 2024Q4: 62,543 shares; 2025Q1: 62,438 shares; 2025Q2: 61,510 shares; 2025Q3: 58,429 shares; 2025Q4: 55,996 shares 55,996 $4.06M 0.35% -2,433 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,409 shares; 2024Q4: 105,795 shares; 2025Q1: 86,296 shares; 2025Q2: 80,984 shares; 2025Q3: 78,065 shares; 2025Q4: 73,283 shares 73,283 $4.01M 0.35% -4,782 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: 47,707 shares; 2024Q4: 48,341 shares; 2025Q1: 48,123 shares; 2025Q2: 47,877 shares; 2025Q3: 47,798 shares; 2025Q4: 47,519 shares 47,519 $3.81M 0.33% -279 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,544 shares; 2025Q3: 14,669 shares; 2025Q4: 13,467 shares 13,467 $3.57M 0.31% -1,202 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,201 shares; 2024Q4: 13,591 shares; 2025Q1: 14,487 shares; 2025Q2: 14,896 shares; 2025Q3: 15,153 shares; 2025Q4: 15,022 shares 15,022 $3.47M 0.3% -131 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: 98,961 shares; 2024Q4: 89,047 shares; 2025Q1: 85,027 shares; 2025Q2: 18,925 shares; 2025Q3: 18,506 shares; 2025Q4: 17,485 shares 17,485 $3.41M 0.29% -1,021 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,811 shares; 2024Q4: 52,582 shares; 2025Q1: 49,939 shares; 2025Q2: 49,030 shares; 2025Q3: 47,818 shares; 2025Q4: 47,293 shares 47,293 $3.39M 0.29% -525 Timeline AAEQ EA SERIES TRUST More: the full row for EA SERIES 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: 68,656 shares 68,656 $3.39M 0.29% new 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: 13,652 shares; 2024Q4: 13,130 shares; 2025Q1: 12,121 shares; 2025Q2: 10,919 shares; 2025Q3: 10,544 shares; 2025Q4: 9,800 shares 9,800 $3.29M 0.28% -744 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,147 shares; 2024Q4: 49,707 shares; 2025Q1: 54,214 shares; 2025Q2: 54,832 shares; 2025Q3: 53,358 shares; 2025Q4: 50,393 shares 50,393 $3.2M 0.28% -2,965 Timeline SUSA 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: 22,936 shares; 2024Q4: 21,502 shares; 2025Q1: 21,129 shares; 2025Q2: 22,347 shares; 2025Q3: 23,037 shares; 2025Q4: 22,631 shares 22,631 $3.15M 0.27% -406 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: 4,713 shares; 2024Q4: 4,648 shares; 2025Q1: 4,641 shares; 2025Q2: 4,571 shares; 2025Q3: 4,493 shares; 2025Q4: 5,338 shares 5,338 $3.05M 0.26% +845 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,764 shares; 2024Q4: 7,822 shares; 2025Q1: 8,923 shares; 2025Q2: 9,031 shares; 2025Q3: 9,028 shares; 2025Q4: 8,886 shares 8,886 $3M 0.26% -142 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,322 shares; 2024Q4: 23,199 shares; 2025Q1: 15,098 shares; 2025Q2: 13,501 shares; 2025Q3: 12,943 shares; 2025Q4: 12,228 shares 12,228 $2.93M 0.25% -715 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,325 shares; 2024Q4: 27,318 shares; 2025Q1: 31,644 shares; 2025Q2: 32,350 shares; 2025Q3: 30,717 shares; 2025Q4: 27,893 shares 27,893 $2.93M 0.25% -2,824 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,564 shares; 2024Q4: 35,825 shares; 2025Q1: 28,600 shares; 2025Q2: 24,475 shares; 2025Q3: 22,745 shares; 2025Q4: 21,793 shares 21,793 $2.89M 0.25% -952 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,518 shares; 2024Q4: 13,754 shares; 2025Q1: 11,920 shares; 2025Q2: 10,669 shares; 2025Q3: 10,177 shares; 2025Q4: 9,656 shares 9,656 $2.88M 0.25% -521 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,904 shares; 2024Q4: 57,174 shares; 2025Q1: 40,641 shares; 2025Q2: 33,714 shares; 2025Q3: 33,102 shares; 2025Q4: 31,225 shares 31,225 $2.82M 0.24% -1,877 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: 16,197 shares; 2024Q4: 15,956 shares; 2025Q1: 15,211 shares; 2025Q2: 15,204 shares; 2025Q3: 15,144 shares; 2025Q4: 14,243 shares 14,243 $2.61M 0.23% -901 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL 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: 28,996 shares; 2025Q4: 29,868 shares 29,868 $2.56M 0.22% +872 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: 20,835 shares; 2024Q4: 20,325 shares; 2025Q1: 18,891 shares; 2025Q2: 18,271 shares; 2025Q3: 18,129 shares; 2025Q4: 17,618 shares 17,618 $2.53M 0.22% -511 Timeline 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: 24,281 shares; 2024Q4: 38,544 shares; 2025Q1: 44,504 shares; 2025Q2: 49,749 shares; 2025Q3: 49,256 shares; 2025Q4: 49,304 shares 49,304 $2.42M 0.21% +48 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,814 shares; 2024Q4: 9,576 shares; 2025Q1: 9,425 shares; 2025Q2: 8,837 shares; 2025Q3: 8,728 shares; 2025Q4: 8,906 shares 8,906 $2.29M 0.2% +178 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: 569 shares; 2024Q4: 475 shares; 2025Q1: 423 shares; 2025Q2: 3,440 shares; 2025Q3: 3,478 shares; 2025Q4: 3,358 shares 3,358 $2.22M 0.19% -120 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: 3,302 shares; 2024Q4: 4,662 shares; 2025Q1: 5,079 shares; 2025Q2: 5,340 shares; 2025Q3: 5,372 shares; 2025Q4: 5,035 shares 5,035 $2.15M 0.18% -337 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: 36,883 shares; 2024Q4: 32,778 shares; 2025Q1: 29,558 shares; 2025Q2: 24,361 shares; 2025Q3: 22,652 shares; 2025Q4: 20,628 shares 20,628 $2.02M 0.17% -2,024 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: 19,079 shares; 2024Q4: 19,059 shares; 2025Q1: 17,721 shares; 2025Q2: 17,968 shares; 2025Q3: 17,975 shares; 2025Q4: 15,904 shares 15,904 $1.99M 0.17% -2,071 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,511 shares; 2025Q1: 5,519 shares; 2025Q2: 5,524 shares; 2025Q3: 5,078 shares; 2025Q4: 5,083 shares 5,083 $1.98M 0.17% +5 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: 3,165 shares; 2024Q4: 3,177 shares; 2025Q1: 3,072 shares; 2025Q2: 2,806 shares; 2025Q3: 2,791 shares; 2025Q4: 3,407 shares 3,407 $1.97M 0.17% +616 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: 6,348 shares; 2024Q4: 6,367 shares; 2025Q1: 6,367 shares; 2025Q2: 6,128 shares; 2025Q3: 6,128 shares; 2025Q4: 43,926 shares 43,926 $1.91M 0.16% +37,798 Timeline IWV 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: 5,458 shares; 2024Q4: 5,396 shares; 2025Q1: 5,302 shares; 2025Q2: 5,024 shares; 2025Q3: 4,931 shares; 2025Q4: 4,911 shares 4,911 $1.9M 0.16% -20 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: 6,514 shares; 2024Q4: 6,529 shares; 2025Q1: 6,510 shares; 2025Q2: 6,486 shares; 2025Q3: 6,415 shares; 2025Q4: 6,938 shares 6,938 $1.78M 0.15% +523 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: 5,610 shares; 2024Q4: 5,517 shares; 2025Q1: 5,312 shares; 2025Q2: 5,214 shares; 2025Q3: 5,181 shares; 2025Q4: 4,722 shares 4,722 $1.75M 0.15% -459 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,775 shares; 2024Q4: 26,068 shares; 2025Q1: 24,901 shares; 2025Q2: 24,193 shares; 2025Q3: 23,308 shares; 2025Q4: 22,135 shares 22,135 $1.72M 0.15% -1,173 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,339 shares; 2024Q4: 5,884 shares; 2025Q1: 5,660 shares; 2025Q2: 5,530 shares; 2025Q3: 5,599 shares; 2025Q4: 7,488 shares 7,488 $1.71M 0.15% +1,889 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,682 shares; 2024Q4: 7,504 shares; 2025Q1: 7,042 shares; 2025Q2: 6,942 shares; 2025Q3: 6,847 shares; 2025Q4: 13,618 shares 13,618 $1.63M 0.14% +6,771 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: 10,971 shares; 2024Q4: 11,156 shares; 2025Q1: 10,959 shares; 2025Q2: 10,757 shares; 2025Q3: 11,301 shares; 2025Q4: 10,275 shares 10,275 $1.57M 0.13% -1,026 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: 3,881 shares; 2024Q4: 7,045 shares; 2025Q1: 7,482 shares; 2025Q2: 7,833 shares; 2025Q3: 7,685 shares; 2025Q4: 8,361 shares 8,361 $1.55M 0.13% +676 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,007 shares; 2024Q4: 13,231 shares; 2025Q1: 12,565 shares; 2025Q2: 12,177 shares; 2025Q3: 11,814 shares; 2025Q4: 10,760 shares 10,760 $1.5M 0.13% -1,054 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: 2,319 shares; 2024Q4: 2,171 shares; 2025Q1: 1,998 shares; 2025Q2: 1,792 shares; 2025Q3: 1,721 shares; 2025Q4: 1,705 shares 1,705 $1.47M 0.13% -16 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,372 shares; 2024Q4: 29,404 shares; 2025Q1: 38,608 shares; 2025Q2: 39,898 shares; 2025Q3: 40,014 shares; 2025Q4: 38,435 shares 38,435 $1.39M 0.12% -1,579 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,871 shares; 2024Q4: 17,870 shares; 2025Q1: 17,335 shares; 2025Q2: 14,388 shares; 2025Q3: 14,339 shares; 2025Q4: 16,262 shares 16,262 $1.39M 0.12% +1,923 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP 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: not reported; 2025Q4: 2,820 shares 2,820 $1.37M 0.12% new 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: 19,131 shares; 2024Q4: 21,529 shares; 2025Q1: 19,774 shares; 2025Q2: 20,736 shares; 2025Q3: 19,266 shares; 2025Q4: 19,274 shares 19,274 $1.35M 0.12% +8 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,040 shares; 2024Q4: 16,618 shares; 2025Q1: 15,216 shares; 2025Q2: 14,390 shares; 2025Q3: 14,280 shares; 2025Q4: 14,023 shares 14,023 $1.35M 0.12% -257 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: 4,616 shares; 2024Q4: 4,632 shares; 2025Q1: 4,543 shares; 2025Q2: 4,548 shares; 2025Q3: 4,445 shares; 2025Q4: 4,289 shares 4,289 $1.31M 0.11% -156 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,589 shares; 2024Q4: 21,438 shares; 2025Q1: 21,672 shares; 2025Q2: 20,253 shares; 2025Q3: 20,979 shares; 2025Q4: 19,748 shares 19,748 $1.3M 0.11% -1,231 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: 8,206 shares; 2024Q4: 8,210 shares; 2025Q1: 8,133 shares; 2025Q2: 8,137 shares; 2025Q3: 8,147 shares; 2025Q4: 8,073 shares 8,073 $1.29M 0.11% -74 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,708 shares; 2025Q1: 1,632 shares; 2025Q2: 1,579 shares; 2025Q3: 1,559 shares; 2025Q4: 1,556 shares 1,556 $1.17M 0.1% -3 Timeline AAUS EA SERIES TRUST More: the full row for EA SERIES 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: 22,687 shares; 2025Q4: 21,187 shares 21,187 $1.17M 0.1% -1,500 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,302 shares; 2025Q1: 2,256 shares; 2025Q2: 2,217 shares; 2025Q3: 2,400 shares; 2025Q4: 2,383 shares 2,383 $1.13M 0.1% -17 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: 149,384 shares; 2024Q4: 124,825 shares; 2025Q1: 122,341 shares; 2025Q2: 113,359 shares; 2025Q3: 110,238 shares; 2025Q4: 37,275 shares 37,275 $1.11M 0.1% -72,963 Timeline FAN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,978 shares; 2024Q4: 62,371 shares; 2025Q1: 58,631 shares; 2025Q2: 56,931 shares; 2025Q3: 56,227 shares; 2025Q4: 52,062 shares 52,062 $1.07M 0.09% -4,165 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,349 shares; 2024Q4: 7,281 shares; 2025Q1: 7,094 shares; 2025Q2: 6,879 shares; 2025Q3: 6,779 shares; 2025Q4: 6,779 shares 6,779 $1.05M 0.09% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,090 shares; 2025Q1: 1,067 shares; 2025Q2: 1,068 shares; 2025Q3: 1,050 shares; 2025Q4: 974 shares 974 $1.04M 0.09% -76 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: 1,553 shares; 2024Q4: 1,485 shares; 2025Q1: 1,271 shares; 2025Q2: 1,529 shares; 2025Q3: 1,687 shares; 2025Q4: 1,642 shares 1,642 $1.01M 0.09% -45 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,662 shares; 2024Q4: 5,543 shares; 2025Q1: 5,508 shares; 2025Q2: 5,508 shares; 2025Q3: 5,519 shares; 2025Q4: 5,609 shares 5,609 $985K 0.08% +90 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,814 shares; 2024Q4: 20,896 shares; 2025Q1: 20,503 shares; 2025Q2: 19,626 shares; 2025Q3: 19,626 shares; 2025Q4: 19,626 shares 19,626 $971K 0.08% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,339 shares; 2025Q1: 2,245 shares; 2025Q2: 1,730 shares; 2025Q3: 1,732 shares; 2025Q4: 3,539 shares 3,539 $960K 0.08% +1,807 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: 25,218 shares; 2024Q4: 23,670 shares; 2025Q1: 23,052 shares; 2025Q2: 18,656 shares; 2025Q3: 17,647 shares; 2025Q4: 17,296 shares 17,296 $933K 0.08% -351 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 3,766 shares; 2025Q1: 3,716 shares; 2025Q2: 3,715 shares; 2025Q3: 3,735 shares; 2025Q4: 3,768 shares 3,768 $928K 0.08% +33 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: 2,511 shares; 2024Q4: 3,015 shares; 2025Q1: 2,819 shares; 2025Q2: 2,721 shares; 2025Q3: 2,754 shares; 2025Q4: 2,798 shares 2,798 $862K 0.07% +44 Timeline PRINCIPAL GLOBAL LISTED INF… PRINCIPAL GLOBAL LISTED INF INST More: the full row for PRINCIPAL GLOBAL LISTED INF INST 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: 71,205 shares; 2025Q4: 73,489 shares 73,489 $860K 0.07% +2,284 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: 2,291 shares; 2024Q4: 2,266 shares; 2025Q1: 2,246 shares; 2025Q2: 2,241 shares; 2025Q3: 2,097 shares; 2025Q4: 2,094 shares 2,094 $830K 0.07% -3 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: 1,384 shares; 2024Q4: 1,507 shares; 2025Q1: 1,346 shares; 2025Q2: 1,340 shares; 2025Q3: 1,209 shares; 2025Q4: 1,256 shares 1,256 $829K 0.07% +47 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,528 shares; 2024Q4: 4,585 shares; 2025Q1: 4,591 shares; 2025Q2: 4,722 shares; 2025Q3: 4,642 shares; 2025Q4: 4,649 shares 4,649 $825K 0.07% +7 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.07% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,175 shares; 2024Q4: 14,309 shares; 2025Q1: 13,492 shares; 2025Q2: 12,296 shares; 2025Q3: 11,856 shares; 2025Q4: 11,671 shares 11,671 $744K 0.06% -185 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: 23,750 shares; 2024Q4: 21,931 shares; 2025Q1: 20,947 shares; 2025Q2: 19,472 shares; 2025Q3: 19,556 shares; 2025Q4: 19,573 shares 19,573 $722K 0.06% +17 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,846 shares; 2024Q4: 15,527 shares; 2025Q1: 18,189 shares; 2025Q2: 12,920 shares; 2025Q3: 12,793 shares; 2025Q4: 11,350 shares 11,350 $709K 0.06% -1,443 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: 6,358 shares; 2024Q4: 6,302 shares; 2025Q1: 6,248 shares; 2025Q2: 5,610 shares; 2025Q3: 5,677 shares; 2025Q4: 5,843 shares 5,843 $702K 0.06% +166 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: 8,789 shares; 2024Q4: 8,289 shares; 2025Q1: 8,056 shares; 2025Q2: 7,785 shares; 2025Q3: 7,596 shares; 2025Q4: 6,926 shares 6,926 $699K 0.06% -670 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: 1,872 shares; 2024Q4: 1,746 shares; 2025Q1: 1,746 shares; 2025Q2: 1,746 shares; 2025Q3: 1,750 shares; 2025Q4: 1,913 shares 1,913 $672K 0.06% +163 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,605 shares; 2024Q4: 6,605 shares; 2025Q1: 6,600 shares; 2025Q2: 6,554 shares; 2025Q3: 6,525 shares; 2025Q4: 6,578 shares 6,578 $653K 0.06% +53 Timeline LQD 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: 9,732 shares; 2024Q4: 9,644 shares; 2025Q1: 9,644 shares; 2025Q2: 9,644 shares; 2025Q3: 6,132 shares; 2025Q4: 5,832 shares 5,832 $643K 0.06% -300 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,176 shares; 2024Q4: 18,178 shares; 2025Q1: 17,904 shares; 2025Q2: 17,781 shares; 2025Q3: 17,829 shares; 2025Q4: 17,639 shares 17,639 $639K 0.06% -190 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: 4,300 shares; 2024Q4: 4,352 shares; 2025Q1: 4,378 shares; 2025Q2: 5,416 shares; 2025Q3: 5,416 shares; 2025Q4: 6,228 shares 6,228 $622K 0.05% +812 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 931 shares; 2024Q4: 1,340 shares; 2025Q1: 1,294 shares; 2025Q2: 1,264 shares; 2025Q3: 1,040 shares; 2025Q4: 992 shares 992 $622K 0.05% -48 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,740 shares; 2024Q4: 6,365 shares; 2025Q1: 6,130 shares; 2025Q2: 4,880 shares; 2025Q3: 4,452 shares; 2025Q4: 4,310 shares 4,310 $608K 0.05% -142 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 2,074 shares; 2025Q1: 2,079 shares; 2025Q2: 2,097 shares; 2025Q3: 2,097 shares; 2025Q4: 2,097 shares 2,097 $608K 0.05% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,898 shares; 2024Q4: 11,837 shares; 2025Q1: 10,952 shares; 2025Q2: 11,185 shares; 2025Q3: 10,951 shares; 2025Q4: 11,013 shares 11,013 $606K 0.05% +62 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: 3,703 shares; 2024Q4: 3,764 shares; 2025Q1: 3,771 shares; 2025Q2: 3,777 shares; 2025Q3: 3,751 shares; 2025Q4: 3,749 shares 3,749 $601K 0.05% -2 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 534 shares 534 $571K 0.05% +278 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,500 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 6,500 shares 6,500 $565K 0.05% -6,500 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: 6,300 shares; 2024Q4: 6,114 shares; 2025Q1: 5,771 shares; 2025Q2: 5,400 shares; 2025Q3: 5,259 shares; 2025Q4: 4,764 shares 4,764 $542K 0.05% -495 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,155 shares; 2024Q4: 11,210 shares; 2025Q1: 11,230 shares; 2025Q2: 10,668 shares; 2025Q3: 10,355 shares; 2025Q4: 10,056 shares 10,056 $531K 0.05% -299 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,189 shares; 2024Q4: 5,794 shares; 2025Q1: 7,771 shares; 2025Q2: 8,879 shares; 2025Q3: 6,605 shares; 2025Q4: 5,244 shares 5,244 $524K 0.05% -1,361 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,838 shares; 2024Q4: 3,718 shares; 2025Q1: 3,708 shares; 2025Q2: 3,643 shares; 2025Q3: 3,643 shares; 2025Q4: 3,643 shares 3,643 $523K 0.05% 0 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: 4,271 shares; 2024Q4: 3,633 shares; 2025Q1: 3,394 shares; 2025Q2: 3,297 shares; 2025Q3: 2,820 shares; 2025Q4: 2,551 shares 2,551 $507K 0.04% -269 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,816 shares; 2024Q4: 18,996 shares; 2025Q1: 19,068 shares; 2025Q2: 18,177 shares; 2025Q3: 15,557 shares; 2025Q4: 15,068 shares 15,068 $505K 0.04% -489 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: 3,127 shares; 2024Q4: 2,966 shares; 2025Q1: 2,743 shares; 2025Q2: 2,782 shares; 2025Q3: 2,785 shares; 2025Q4: 2,749 shares 2,749 $500K 0.04% -36 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: not reported; 2025Q3: not reported; 2025Q4: 726 shares 726 $491K 0.04% 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: 1,231 shares; 2024Q4: 1,286 shares; 2025Q1: 1,187 shares; 2025Q2: 1,157 shares; 2025Q3: 1,120 shares; 2025Q4: 1,051 shares 1,051 $489K 0.04% -69 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,272 shares; 2025Q1: 2,112 shares; 2025Q2: 1,858 shares; 2025Q3: 1,803 shares; 2025Q4: 1,751 shares 1,751 $489K 0.04% -52 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,808 shares; 2024Q4: 5,917 shares; 2025Q1: 6,385 shares; 2025Q2: 6,561 shares; 2025Q3: 6,700 shares; 2025Q4: 2,915 shares 2,915 $489K 0.04% -3,785 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,807 shares; 2024Q4: 4,812 shares; 2025Q1: 4,795 shares; 2025Q2: 4,786 shares; 2025Q3: 4,801 shares; 2025Q4: 4,801 shares 4,801 $479K 0.04% 0 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,494 shares; 2024Q4: 13,494 shares; 2025Q1: 13,508 shares; 2025Q2: 13,478 shares; 2025Q3: 13,478 shares; 2025Q4: 13,478 shares 13,478 $476K 0.04% 0 Timeline DSI 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: 3,624 shares; 2025Q4: 3,624 shares 3,624 $467K 0.04% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,142 shares 2,142 $459K 0.04% new 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: 2,308 shares; 2024Q4: 2,016 shares; 2025Q1: 1,854 shares; 2025Q2: 1,954 shares; 2025Q3: 1,973 shares; 2025Q4: 2,075 shares 2,075 $456K 0.04% +102 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL 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: 324 shares 324 $452K 0.04% new Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,575 shares; 2024Q4: 6,075 shares; 2025Q1: 5,725 shares; 2025Q2: 5,725 shares; 2025Q3: 5,628 shares; 2025Q4: 5,545 shares 5,545 $449K 0.04% -83 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: 14,426 shares; 2024Q4: 15,237 shares; 2025Q1: 14,638 shares; 2025Q2: 12,891 shares; 2025Q3: 12,843 shares; 2025Q4: 10,969 shares 10,969 $447K 0.04% -1,874 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: 3,579 shares; 2025Q1: 3,079 shares; 2025Q2: 3,019 shares; 2025Q3: 2,980 shares; 2025Q4: 2,770 shares 2,770 $430K 0.04% -210 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED 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: not reported; 2025Q3: not reported; 2025Q4: 8,763 shares 8,763 $426K 0.04% new 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: 3,566 shares; 2024Q4: 3,549 shares; 2025Q1: 3,308 shares; 2025Q2: 3,561 shares; 2025Q3: 4,334 shares; 2025Q4: 4,353 shares 4,353 $410K 0.04% +19 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,600 shares; 2024Q4: 11,665 shares; 2025Q1: 11,667 shares; 2025Q2: 11,652 shares; 2025Q3: 11,694 shares; 2025Q4: 11,694 shares 11,694 $410K 0.04% 0 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: 880 shares; 2024Q4: 569 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 834 shares 834 $407K 0.04% new 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: 13,753 shares; 2024Q4: 12,518 shares; 2025Q1: 8,480 shares; 2025Q2: 6,014 shares; 2025Q3: 5,695 shares; 2025Q4: 4,806 shares 4,806 $405K 0.03% -889 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,109 shares; 2024Q4: 23,108 shares; 2025Q1: 20,129 shares; 2025Q2: 18,105 shares; 2025Q3: 18,135 shares; 2025Q4: 17,082 shares 17,082 $403K 0.03% -1,053 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: 4,580 shares; 2025Q4: 4,580 shares 4,580 $401K 0.03% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 896 shares; 2024Q4: 889 shares; 2025Q1: 897 shares; 2025Q2: 887 shares; 2025Q3: 884 shares; 2025Q4: 888 shares 888 $395K 0.03% +4 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: 2,350 shares; 2024Q4: 2,194 shares; 2025Q1: 2,202 shares; 2025Q2: 1,922 shares; 2025Q3: 1,877 shares; 2025Q4: 1,874 shares 1,874 $391K 0.03% -3 Timeline IBDT 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: 15,204 shares; 2025Q4: 15,204 shares 15,204 $387K 0.03% 0 Timeline IBDU 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: 15,820 shares; 2025Q4: 16,270 shares 16,270 $381K 0.03% +450 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 1,846 shares 1,846 $378K 0.03% new Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,722 shares; 2024Q4: 5,646 shares; 2025Q1: 6,094 shares; 2025Q2: 5,862 shares; 2025Q3: 5,810 shares; 2025Q4: 5,395 shares 5,395 $375K 0.03% -415 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: 3,930 shares; 2024Q4: 3,830 shares; 2025Q1: 3,388 shares; 2025Q2: 3,388 shares; 2025Q3: 3,238 shares; 2025Q4: 3,238 shares 3,238 $369K 0.03% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105 shares; 2024Q4: 106 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares 107 $363K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 676 shares; 2024Q4: 653 shares; 2025Q1: 647 shares; 2025Q2: 647 shares; 2025Q3: 598 shares; 2025Q4: 598 shares 598 $361K 0.03% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 292 shares; 2025Q3: 296 shares; 2025Q4: 296 shares 296 $360K 0.03% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 2,356 shares; 2025Q1: 2,352 shares; 2025Q2: 2,334 shares; 2025Q3: 2,368 shares; 2025Q4: 2,368 shares 2,368 $358K 0.03% 0 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: 6,138 shares; 2024Q4: 6,696 shares; 2025Q1: 5,577 shares; 2025Q2: 4,891 shares; 2025Q3: 4,888 shares; 2025Q4: 4,863 shares 4,863 $357K 0.03% -25 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 486 shares; 2025Q1: 469 shares; 2025Q2: 437 shares; 2025Q3: 445 shares; 2025Q4: 398 shares 398 $350K 0.03% -47 Timeline PODD INSULET CORP More: the full row for INSULET 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: not reported; 2025Q4: 1,227 shares 1,227 $349K 0.03% new Timeline CMF 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: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000 $345K 0.03% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 1,479 shares; 2025Q1: 1,479 shares; 2025Q2: 1,600 shares; 2025Q3: 1,450 shares; 2025Q4: 1,397 shares 1,397 $344K 0.03% -53 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,629 shares; 2024Q4: 3,360 shares; 2025Q1: 3,371 shares; 2025Q2: 2,939 shares; 2025Q3: 2,958 shares; 2025Q4: 2,956 shares 2,956 $343K 0.03% -2 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,458 shares; 2024Q4: 15,063 shares; 2025Q1: 15,106 shares; 2025Q2: 13,481 shares; 2025Q3: 5,010 shares; 2025Q4: 4,831 shares 4,831 $340K 0.03% -179 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL 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: 7,843 shares; 2025Q2: 7,843 shares; 2025Q3: 7,760 shares; 2025Q4: 7,760 shares 7,760 $337K 0.03% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,491 shares; 2025Q1: 1,392 shares; 2025Q2: 1,365 shares; 2025Q3: 1,602 shares; 2025Q4: 1,582 shares 1,582 $333K 0.03% -20 Timeline IBDS 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: 13,734 shares; 2025Q4: 13,640 shares 13,640 $331K 0.03% -94 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 741 shares; 2025Q1: 705 shares; 2025Q2: 711 shares; 2025Q3: 709 shares; 2025Q4: 671 shares 671 $329K 0.03% -38 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: not reported; 2025Q3: not reported; 2025Q4: 2,024 shares 2,024 $328K 0.03% new 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: 174,216 shares; 2024Q4: 146,033 shares; 2025Q1: 75,779 shares; 2025Q2: 8,760 shares; 2025Q3: 7,477 shares; 2025Q4: 6,022 shares 6,022 $324K 0.03% -1,455 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,944 shares; 2024Q4: 1,961 shares; 2025Q1: 1,970 shares; 2025Q2: 1,952 shares; 2025Q3: 1,961 shares; 2025Q4: 1,981 shares 1,981 $322K 0.03% +20 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,324 shares; 2024Q4: 3,252 shares; 2025Q1: 3,287 shares; 2025Q2: 3,279 shares; 2025Q3: 3,279 shares; 2025Q4: 3,294 shares 3,294 $320K 0.03% +15 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: 1,114 shares; 2024Q4: 1,145 shares; 2025Q1: 1,151 shares; 2025Q2: 1,205 shares; 2025Q3: 1,211 shares; 2025Q4: 1,212 shares 1,212 $318K 0.03% +1 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435 shares; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 401 shares; 2025Q3: not reported; 2025Q4: 554 shares 554 $314K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 543 shares; 2025Q4: 683 shares 683 $307K 0.03% +140 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 436 shares; 2025Q3: 442 shares; 2025Q4: 460 shares 460 $301K 0.03% +18 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: 23,106 shares; 2024Q4: 13,422 shares; 2025Q1: 8,495 shares; 2025Q2: 7,089 shares; 2025Q3: 6,413 shares; 2025Q4: 6,091 shares 6,091 $295K 0.03% -322 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,556 shares; 2024Q4: 3,425 shares; 2025Q1: 3,318 shares; 2025Q2: 3,614 shares; 2025Q3: 3,604 shares; 2025Q4: 3,630 shares 3,630 $291K 0.03% +26 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: 1,267 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,492 shares 1,492 $285K 0.02% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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: 4,200 shares 4,200 $279K 0.02% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 8,187 shares; 2025Q3: 8,187 shares; 2025Q4: 8,187 shares 8,187 $270K 0.02% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,022 shares 5,022 $260K 0.02% new 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: 2,573 shares; 2024Q4: 2,573 shares; 2025Q1: 2,479 shares; 2025Q2: 2,371 shares; 2025Q3: 2,139 shares; 2025Q4: 2,109 shares 2,109 $260K 0.02% -30 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,232 shares; 2025Q4: 3,171 shares 3,171 $257K 0.02% -61 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 52 shares; 2025Q3: 53 shares; 2025Q4: 48 shares 48 $257K 0.02% -5 Timeline IBDR 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: 11,779 shares; 2024Q4: 11,779 shares; 2025Q1: 11,779 shares; 2025Q2: 11,989 shares; 2025Q3: 14,479 shares; 2025Q4: 10,510 shares 10,510 $255K 0.02% -3,969 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 1,412 shares; 2025Q1: 1,450 shares; 2025Q2: 1,512 shares; 2025Q3: 1,509 shares; 2025Q4: 1,531 shares 1,531 $248K 0.02% +22 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L 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: 7,720 shares 7,720 $248K 0.02% 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: 5,289 shares; 2024Q4: 5,189 shares; 2025Q1: 4,669 shares; 2025Q2: 4,619 shares; 2025Q3: 4,619 shares; 2025Q4: 2,544 shares 2,544 $245K 0.02% -2,075 Timeline EWJV 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: 6,021 shares; 2025Q4: 6,092 shares 6,092 $242K 0.02% +71 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: 301 shares; 2024Q4: 256 shares; 2025Q1: 268 shares; 2025Q2: 187 shares; 2025Q3: 192 shares; 2025Q4: 2,540 shares 2,540 $238K 0.02% +2,348 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: 2,052 shares; 2024Q4: 2,052 shares; 2025Q1: 2,052 shares; 2025Q2: 2,052 shares; 2025Q3: 2,032 shares; 2025Q4: 1,575 shares 1,575 $234K 0.02% -457 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,438 shares; 2024Q4: 1,441 shares; 2025Q1: 1,441 shares; 2025Q2: 1,320 shares; 2025Q3: not reported; 2025Q4: 1,274 shares 1,274 $232K 0.02% new Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,015 shares; 2024Q4: 7,681 shares; 2025Q1: not reported; 2025Q2: 3,109 shares; 2025Q3: 3,129 shares; 2025Q4: 3,109 shares 3,109 $232K 0.02% -20 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,259 shares; 2025Q1: 1,105 shares; 2025Q2: 1,004 shares; 2025Q3: 948 shares; 2025Q4: 935 shares 935 $231K 0.02% -13 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: 2,179 shares; 2024Q4: 2,173 shares; 2025Q1: 2,177 shares; 2025Q2: 2,141 shares; 2025Q3: 2,082 shares; 2025Q4: 2,049 shares 2,049 $230K 0.02% -33 Timeline IGIB 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: 4,884 shares; 2024Q4: 4,884 shares; 2025Q1: 4,259 shares; 2025Q2: 4,259 shares; 2025Q3: 4,259 shares; 2025Q4: 4,259 shares 4,259 $229K 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,882 shares; 2024Q4: 2,960 shares; 2025Q1: 3,094 shares; 2025Q2: 3,258 shares; 2025Q3: 2,840 shares; 2025Q4: 2,893 shares 2,893 $229K 0.02% +53 Timeline CTVA CORTEVA INC More: the full row for CORTEVA 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: 3,410 shares 3,410 $229K 0.02% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,164 shares; 2024Q4: 2,201 shares; 2025Q1: 2,185 shares; 2025Q2: 2,263 shares; 2025Q3: 2,267 shares; 2025Q4: 2,196 shares 2,196 $225K 0.02% -71 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,874 shares; 2024Q4: 2,909 shares; 2025Q1: 2,919 shares; 2025Q2: 2,893 shares; 2025Q3: 2,811 shares; 2025Q4: 2,811 shares 2,811 $223K 0.02% 0 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,885 shares; 2024Q4: 9,358 shares; 2025Q1: 7,304 shares; 2025Q2: not reported; 2025Q3: 4,591 shares; 2025Q4: 4,491 shares 4,491 $221K 0.02% -100 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: 1,260 shares; 2024Q4: 1,331 shares; 2025Q1: 1,374 shares; 2025Q2: 1,401 shares; 2025Q3: not reported; 2025Q4: 1,285 shares 1,285 $220K 0.02% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 3,076 shares; 2025Q1: 2,873 shares; 2025Q2: 2,963 shares; 2025Q3: 3,016 shares; 2025Q4: 2,963 shares 2,963 $218K 0.02% -53 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,516 shares; 2024Q4: 4,508 shares; 2025Q1: 4,518 shares; 2025Q2: 4,518 shares; 2025Q3: 4,518 shares; 2025Q4: 4,117 shares 4,117 $218K 0.02% -401 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR 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: 5,411 shares; 2025Q4: 4,729 shares 4,729 $218K 0.02% -682 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,748 shares; 2025Q3: 1,641 shares; 2025Q4: 1,528 shares 1,528 $211K 0.02% -113 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 650 shares 650 $211K 0.02% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,379 shares; 2025Q1: 1,376 shares; 2025Q2: 1,385 shares; 2025Q3: 1,221 shares; 2025Q4: 1,212 shares 1,212 $210K 0.02% -9 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,398 shares; 2024Q4: 11,398 shares; 2025Q1: 11,398 shares; 2025Q2: 11,398 shares; 2025Q3: 11,398 shares; 2025Q4: 11,398 shares 11,398 $210K 0.02% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,819 shares; 2024Q4: 2,719 shares; 2025Q1: 2,719 shares; 2025Q2: 2,719 shares; 2025Q3: 2,369 shares; 2025Q4: 2,369 shares 2,369 $210K 0.02% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 984 shares 984 $208K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,724 shares; 2025Q4: 1,772 shares 1,772 $208K 0.02% +48 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: 2,245 shares 2,245 $206K 0.02% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS 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: 453 shares 453 $205K 0.02% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,819 shares; 2024Q4: 10,922 shares; 2025Q1: 10,995 shares; 2025Q2: 10,894 shares; 2025Q3: 10,945 shares; 2025Q4: 10,894 shares 10,894 $189K 0.02% -51 Timeline