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: restricted; 2024Q4: 299,960 shares; 2025Q1: 324,801 shares; 2025Q2: 329,277 shares; 2025Q3: 329,338 shares; 2025Q4: 333,049 shares 333,049 $228M 13.44% +3,711 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: restricted; 2024Q4: 513,619 shares; 2025Q1: 547,403 shares; 2025Q2: 519,823 shares; 2025Q3: 506,562 shares; 2025Q4: 494,894 shares 494,894 $166M 9.78% -11,668 Timeline SPTM 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: restricted; 2024Q4: 891,773 shares; 2025Q1: 1,241,864 shares; 2025Q2: 1,108,787 shares; 2025Q3: 897,926 shares; 2025Q4: 892,767 shares 892,767 $73.7M 4.34% -5,159 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: restricted; 2024Q4: 1,043,812 shares; 2025Q1: 1,043,748 shares; 2025Q2: 1,100,230 shares; 2025Q3: 1,137,360 shares; 2025Q4: 1,144,197 shares 1,144,197 $71.5M 4.21% +6,837 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: restricted; 2024Q4: 192,391 shares; 2025Q1: 187,738 shares; 2025Q2: 181,637 shares; 2025Q3: 195,639 shares; 2025Q4: 192,654 shares 192,654 $52.4M 3.09% -2,985 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: restricted; 2024Q4: 293,360 shares; 2025Q1: 279,686 shares; 2025Q2: 272,379 shares; 2025Q3: 267,089 shares; 2025Q4: 261,062 shares 261,062 $48.7M 2.87% -6,027 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: restricted; 2024Q4: 133,556 shares; 2025Q1: 126,259 shares; 2025Q2: 123,892 shares; 2025Q3: 124,430 shares; 2025Q4: 120,813 shares 120,813 $37.8M 2.23% -3,617 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 308,235 shares; 2025Q1: 239,534 shares; 2025Q2: 180,443 shares; 2025Q3: 173,292 shares; 2025Q4: 173,257 shares 173,257 $36.2M 2.14% -35 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,470,532 shares; 2025Q1: 1,172,753 shares; 2025Q2: 1,374,564 shares; 2025Q3: 1,339,147 shares; 2025Q4: 1,332,535 shares 1,332,535 $35M 2.06% -6,612 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: restricted; 2024Q4: 75,174 shares; 2025Q1: 72,774 shares; 2025Q2: 69,211 shares; 2025Q3: 70,940 shares; 2025Q4: 72,271 shares 72,271 $35M 2.06% +1,331 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: restricted; 2024Q4: 98,687 shares; 2025Q1: 91,423 shares; 2025Q2: 90,337 shares; 2025Q3: 93,682 shares; 2025Q4: 90,793 shares 90,793 $31.4M 1.85% -2,889 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 231,669 shares; 2025Q1: 244,720 shares; 2025Q2: 216,419 shares; 2025Q3: 238,916 shares; 2025Q4: 294,263 shares 294,263 $27.4M 1.61% +55,347 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,223 shares; 2025Q1: 45,583 shares; 2025Q2: 44,026 shares; 2025Q3: 371,847 shares; 2025Q4: 365,993 shares 365,993 $27.1M 1.6% -5,854 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: restricted; 2024Q4: 72,206 shares; 2025Q1: 67,182 shares; 2025Q2: 64,830 shares; 2025Q3: 74,529 shares; 2025Q4: 77,762 shares 77,762 $25.1M 1.48% +3,233 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 493,085 shares; 2025Q1: 489,196 shares; 2025Q2: 472,534 shares; 2025Q3: 475,162 shares; 2025Q4: 544,963 shares 544,963 $24.9M 1.47% +69,801 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: restricted; 2024Q4: 307,615 shares; 2025Q1: 292,027 shares; 2025Q2: 268,186 shares; 2025Q3: 290,583 shares; 2025Q4: 246,574 shares 246,574 $24.6M 1.45% -44,009 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 360,964 shares; 2025Q1: 372,828 shares; 2025Q2: 422,246 shares; 2025Q3: 428,316 shares; 2025Q4: 445,734 shares 445,734 $24M 1.41% +17,418 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: restricted; 2024Q4: 104,557 shares; 2025Q1: 99,844 shares; 2025Q2: 98,165 shares; 2025Q3: 98,580 shares; 2025Q4: 97,601 shares 97,601 $22.5M 1.33% -979 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 352,404 shares; 2025Q1: 377,729 shares; 2025Q2: 374,210 shares; 2025Q3: 299,285 shares; 2025Q4: 297,556 shares 297,556 $22.4M 1.32% -1,729 Timeline ACWX 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: restricted; 2024Q4: 293,237 shares; 2025Q1: 282,669 shares; 2025Q2: 260,979 shares; 2025Q3: 247,492 shares; 2025Q4: 246,493 shares 246,493 $16.5M 0.98% -999 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: restricted; 2024Q4: 22,852 shares; 2025Q1: 20,558 shares; 2025Q2: 21,537 shares; 2025Q3: 21,512 shares; 2025Q4: 22,576 shares 22,576 $14.9M 0.88% +1,064 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 715,549 shares; 2025Q1: 786,558 shares; 2025Q2: 750,231 shares; 2025Q3: 767,924 shares; 2025Q4: 700,124 shares 700,124 $13.7M 0.81% -67,800 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: restricted; 2024Q4: 127,329 shares; 2025Q1: 113,088 shares; 2025Q2: 112,343 shares; 2025Q3: 118,032 shares; 2025Q4: 113,330 shares 113,330 $12.6M 0.74% -4,702 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 113,975 shares; 2025Q1: 111,067 shares; 2025Q2: 126,776 shares; 2025Q3: 129,576 shares; 2025Q4: 135,193 shares 135,193 $12.6M 0.74% +5,617 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 452,318 shares; 2025Q1: 479,088 shares; 2025Q2: 488,906 shares; 2025Q3: 504,836 shares; 2025Q4: 548,297 shares 548,297 $12.3M 0.72% +43,461 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: restricted; 2024Q4: 20,159 shares; 2025Q1: 20,457 shares; 2025Q2: 18,683 shares; 2025Q3: 18,422 shares; 2025Q4: 19,145 shares 19,145 $12M 0.71% +723 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: restricted; 2024Q4: 9,616 shares; 2025Q1: 10,257 shares; 2025Q2: 10,769 shares; 2025Q3: 11,204 shares; 2025Q4: 10,827 shares 10,827 $11.6M 0.69% -377 Timeline IBTK 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: restricted; 2024Q4: 424,208 shares; 2025Q1: 511,963 shares; 2025Q2: 514,453 shares; 2025Q3: 534,425 shares; 2025Q4: 582,854 shares 582,854 $11.6M 0.68% +48,429 Timeline IBTJ 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: restricted; 2024Q4: 340,521 shares; 2025Q1: 398,735 shares; 2025Q2: 413,863 shares; 2025Q3: 432,974 shares; 2025Q4: 524,366 shares 524,366 $11.5M 0.68% +91,392 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: restricted; 2024Q4: 21,415 shares; 2025Q1: 19,858 shares; 2025Q2: 19,705 shares; 2025Q3: 19,432 shares; 2025Q4: 19,318 shares 19,318 $11M 0.65% -114 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: restricted; 2024Q4: 53,782 shares; 2025Q1: 49,212 shares; 2025Q2: 47,370 shares; 2025Q3: 46,713 shares; 2025Q4: 46,291 shares 46,291 $10.7M 0.63% -422 Timeline IDEV 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: restricted; 2024Q4: 106,486 shares; 2025Q1: 107,944 shares; 2025Q2: 125,349 shares; 2025Q3: 120,021 shares; 2025Q4: 117,701 shares 117,701 $9.71M 0.57% -2,320 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: restricted; 2024Q4: 10,863 shares; 2025Q1: 11,091 shares; 2025Q2: 11,623 shares; 2025Q3: 11,286 shares; 2025Q4: 10,964 shares 10,964 $9.64M 0.57% -322 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,518 shares; 2025Q1: 13,917 shares; 2025Q2: 13,585 shares; 2025Q3: 13,000 shares; 2025Q4: 11,745 shares 11,745 $9.63M 0.57% -1,255 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 313,763 shares; 2025Q1: 292,184 shares; 2025Q2: 358,776 shares; 2025Q3: 345,197 shares; 2025Q4: 352,523 shares 352,523 $9.49M 0.56% +7,326 Timeline SPHQ 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: restricted; 2024Q4: 140,632 shares; 2025Q1: 132,247 shares; 2025Q2: 126,418 shares; 2025Q3: 124,786 shares; 2025Q4: 124,732 shares 124,732 $9.36M 0.55% -54 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: restricted; 2024Q4: 58,169 shares; 2025Q1: 45,284 shares; 2025Q2: 64,652 shares; 2025Q3: 80,970 shares; 2025Q4: 84,493 shares 84,493 $9.05M 0.53% +3,523 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: restricted; 2024Q4: 22,660 shares; 2025Q1: 25,833 shares; 2025Q2: 28,734 shares; 2025Q3: 28,918 shares; 2025Q4: 28,833 shares 28,833 $8.88M 0.52% -85 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106,155 shares; 2025Q1: 103,405 shares; 2025Q2: 93,424 shares; 2025Q3: 93,209 shares; 2025Q4: 436,152 shares 436,152 $8.61M 0.51% +342,943 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 693,994 shares; 2025Q1: 359,833 shares; 2025Q2: 356,940 shares; 2025Q3: 352,686 shares; 2025Q4: 357,653 shares 357,653 $8.6M 0.51% +4,967 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: restricted; 2024Q4: 39,173 shares; 2025Q1: 40,518 shares; 2025Q2: 41,568 shares; 2025Q3: 41,954 shares; 2025Q4: 39,740 shares 39,740 $8.22M 0.48% -2,214 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,380 shares; 2025Q1: 88,262 shares; 2025Q2: 91,142 shares; 2025Q3: 84,943 shares; 2025Q4: 76,318 shares 76,318 $7.94M 0.47% -8,625 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: restricted; 2024Q4: 8,451 shares; 2025Q1: 7,908 shares; 2025Q2: 8,003 shares; 2025Q3: 9,121 shares; 2025Q4: 8,992 shares 8,992 $7.75M 0.46% -129 Timeline IBTL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 374,400 shares 374,400 $7.68M 0.45% 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: restricted; 2024Q4: 5,867 shares; 2025Q1: 6,477 shares; 2025Q2: 12,214 shares; 2025Q3: 15,374 shares; 2025Q4: 16,792 shares 16,792 $7.55M 0.45% +1,418 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: restricted; 2024Q4: 226,412 shares; 2025Q1: 42,072 shares; 2025Q2: 58,587 shares; 2025Q3: 51,294 shares; 2025Q4: 50,533 shares 50,533 $7.51M 0.44% -761 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: restricted; 2024Q4: 48,272 shares; 2025Q1: 48,881 shares; 2025Q2: 47,876 shares; 2025Q3: 48,115 shares; 2025Q4: 48,086 shares 48,086 $7.33M 0.43% -29 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,347 shares 65,347 $7.2M 0.42% new 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: restricted; 2024Q4: 25,216 shares; 2025Q1: 25,017 shares; 2025Q2: 30,243 shares; 2025Q3: 31,067 shares; 2025Q4: 31,245 shares 31,245 $7.14M 0.42% +178 Timeline IBTM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 302,131 shares 302,131 $6.97M 0.41% new 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: restricted; 2024Q4: 77,837 shares; 2025Q1: 57,698 shares; 2025Q2: 52,828 shares; 2025Q3: 59,452 shares; 2025Q4: 56,447 shares 56,447 $6.78M 0.4% -3,005 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 272,150 shares; 2025Q1: 272,150 shares; 2025Q2: 264,650 shares; 2025Q3: 261,260 shares; 2025Q4: 261,260 shares 261,260 $6.73M 0.4% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,177 shares; 2025Q1: 29,719 shares; 2025Q2: 28,584 shares; 2025Q3: 27,775 shares; 2025Q4: 27,874 shares 27,874 $6.72M 0.4% +99 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: restricted; 2024Q4: 11,912 shares; 2025Q1: 11,649 shares; 2025Q2: 11,093 shares; 2025Q3: 11,024 shares; 2025Q4: 10,917 shares 10,917 $6.33M 0.37% -107 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: restricted; 2024Q4: 120,347 shares; 2025Q1: 128,166 shares; 2025Q2: 109,473 shares; 2025Q3: 109,806 shares; 2025Q4: 109,876 shares 109,876 $6.04M 0.36% +70 Timeline JMEE 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: restricted; 2024Q4: 10,354 shares; 2025Q1: 17,184 shares; 2025Q2: 89,163 shares; 2025Q3: 89,104 shares; 2025Q4: 91,585 shares 91,585 $5.9M 0.35% +2,481 Timeline RSPT 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: restricted; 2024Q4: 123,847 shares; 2025Q1: 142,011 shares; 2025Q2: 125,205 shares; 2025Q3: 123,462 shares; 2025Q4: 123,904 shares 123,904 $5.64M 0.33% +442 Timeline TLT 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: restricted; 2024Q4: 7,634 shares; 2025Q1: 2,273 shares; 2025Q2: not reported; 2025Q3: 3,025 shares; 2025Q4: 64,154 shares 64,154 $5.59M 0.33% +61,129 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: restricted; 2024Q4: 212,492 shares; 2025Q1: 204,403 shares; 2025Q2: 202,902 shares; 2025Q3: 199,021 shares; 2025Q4: 198,129 shares 198,129 $5.43M 0.32% -892 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: restricted; 2024Q4: 14,248 shares; 2025Q1: 11,802 shares; 2025Q2: 11,427 shares; 2025Q3: 11,062 shares; 2025Q4: 11,031 shares 11,031 $5.41M 0.32% -31 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,064 shares; 2025Q1: 55,272 shares; 2025Q2: 63,364 shares; 2025Q3: 63,209 shares; 2025Q4: 123,898 shares 123,898 $5.29M 0.31% +60,689 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 464,280 shares; 2025Q1: 484,172 shares; 2025Q2: 485,458 shares; 2025Q3: 510,106 shares; 2025Q4: 234,571 shares 234,571 $5.27M 0.31% -275,535 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: restricted; 2024Q4: 28,004 shares; 2025Q1: 35,916 shares; 2025Q2: 34,792 shares; 2025Q3: 34,210 shares; 2025Q4: 33,938 shares 33,938 $5.21M 0.31% -272 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: restricted; 2024Q4: 13,728 shares; 2025Q1: 13,630 shares; 2025Q2: 12,757 shares; 2025Q3: 14,748 shares; 2025Q4: 14,819 shares 14,819 $5.2M 0.31% +71 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: restricted; 2024Q4: 12,936 shares; 2025Q1: 11,019 shares; 2025Q2: 10,808 shares; 2025Q3: 11,296 shares; 2025Q4: 12,111 shares 12,111 $5.16M 0.3% +815 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 313,943 shares; 2025Q1: 347,730 shares; 2025Q2: 343,073 shares; 2025Q3: 346,324 shares; 2025Q4: 97,432 shares 97,432 $4.93M 0.29% -248,892 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 39,978 shares; 2025Q2: 50,790 shares; 2025Q3: 56,210 shares; 2025Q4: 58,585 shares 58,585 $4.79M 0.28% +2,375 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,211 shares; 2025Q1: 55,134 shares; 2025Q2: 54,261 shares; 2025Q3: 53,435 shares; 2025Q4: 50,835 shares 50,835 $4.76M 0.28% -2,600 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: restricted; 2024Q4: 84,687 shares; 2025Q1: 82,327 shares; 2025Q2: 75,817 shares; 2025Q3: 72,142 shares; 2025Q4: 71,912 shares 71,912 $4.75M 0.28% -230 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: restricted; 2024Q4: 14,119 shares; 2025Q1: 10,832 shares; 2025Q2: 18,759 shares; 2025Q3: 17,466 shares; 2025Q4: 32,872 shares 32,872 $4.73M 0.28% +15,406 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,615 shares; 2025Q1: 62,013 shares; 2025Q2: 61,229 shares; 2025Q3: 68,959 shares; 2025Q4: 69,866 shares 69,866 $4.69M 0.28% +907 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,919 shares; 2025Q1: 5,821 shares; 2025Q2: 5,257 shares; 2025Q3: 5,001 shares; 2025Q4: 5,248 shares 5,248 $4.61M 0.27% +247 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118,202 shares; 2025Q1: 153,707 shares; 2025Q2: 145,979 shares; 2025Q3: 94,538 shares; 2025Q4: 85,137 shares 85,137 $4.53M 0.27% -9,401 Timeline XLRE 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: restricted; 2024Q4: 119,960 shares; 2025Q1: 108,339 shares; 2025Q2: 112,080 shares; 2025Q3: 112,631 shares; 2025Q4: 111,934 shares 111,934 $4.52M 0.27% -697 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: restricted; 2024Q4: 10,268 shares; 2025Q1: 9,422 shares; 2025Q2: 10,792 shares; 2025Q3: 14,825 shares; 2025Q4: 13,655 shares 13,655 $4.51M 0.27% -1,170 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,268 shares; 2025Q1: 16,203 shares; 2025Q2: 17,683 shares; 2025Q3: 25,179 shares; 2025Q4: 24,150 shares 24,150 $4.45M 0.26% -1,029 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 97,458 shares; 2025Q1: 78,104 shares; 2025Q2: 59,095 shares; 2025Q3: 55,774 shares; 2025Q4: 55,750 shares 55,750 $4.44M 0.26% -24 Timeline EVIM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,980 shares; 2025Q4: 79,940 shares 79,940 $4.24M 0.25% +20,960 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: restricted; 2024Q4: 7,863 shares; 2025Q1: 7,950 shares; 2025Q2: 7,923 shares; 2025Q3: 8,615 shares; 2025Q4: 8,414 shares 8,414 $4.23M 0.25% -201 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: restricted; 2024Q4: 29,072 shares; 2025Q1: 29,107 shares; 2025Q2: 33,029 shares; 2025Q3: 34,764 shares; 2025Q4: 35,009 shares 35,009 $4.21M 0.25% +245 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: restricted; 2024Q4: 9,538 shares; 2025Q1: 9,896 shares; 2025Q2: 9,956 shares; 2025Q3: 13,418 shares; 2025Q4: 13,168 shares 13,168 $4.13M 0.24% -250 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,954 shares; 2025Q1: 90,223 shares; 2025Q2: 89,612 shares; 2025Q3: 88,511 shares; 2025Q4: 87,541 shares 87,541 $4.11M 0.24% -970 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: restricted; 2024Q4: 43,908 shares; 2025Q1: 43,908 shares; 2025Q2: 43,766 shares; 2025Q3: 42,815 shares; 2025Q4: 42,723 shares 42,723 $4.02M 0.24% -92 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: restricted; 2024Q4: 25,937 shares; 2025Q1: 22,733 shares; 2025Q2: 18,365 shares; 2025Q3: 17,671 shares; 2025Q4: 17,517 shares 17,517 $4.01M 0.24% -154 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,383 shares; 2025Q1: 14,594 shares; 2025Q2: 16,784 shares; 2025Q3: 17,222 shares; 2025Q4: 17,654 shares 17,654 $3.83M 0.23% +432 Timeline EDV 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: restricted; 2024Q4: 165,322 shares; 2025Q1: 150,141 shares; 2025Q2: 166,274 shares; 2025Q3: 170,553 shares; 2025Q4: 56,303 shares 56,303 $3.66M 0.22% -114,250 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: restricted; 2024Q4: 11,432 shares; 2025Q1: 8,588 shares; 2025Q2: 8,635 shares; 2025Q3: 9,752 shares; 2025Q4: 11,637 shares 11,637 $3.56M 0.21% +1,885 Timeline PRFZ 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: restricted; 2024Q4: 97,756 shares; 2025Q1: 96,250 shares; 2025Q2: 84,002 shares; 2025Q3: 76,836 shares; 2025Q4: 76,162 shares 76,162 $3.5M 0.21% -674 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,434 shares; 2025Q1: 105,349 shares; 2025Q2: 123,767 shares; 2025Q3: 151,442 shares; 2025Q4: 67,150 shares 67,150 $3.42M 0.2% -84,292 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,602 shares; 2025Q1: 18,369 shares; 2025Q2: 17,625 shares; 2025Q3: 17,433 shares; 2025Q4: 17,437 shares 17,437 $3.34M 0.2% +4 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: restricted; 2024Q4: 3,274 shares; 2025Q1: 3,027 shares; 2025Q2: 2,916 shares; 2025Q3: 2,964 shares; 2025Q4: 35,338 shares 35,338 $3.31M 0.2% +32,374 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: restricted; 2024Q4: 6,767 shares; 2025Q1: 8,217 shares; 2025Q2: 8,000 shares; 2025Q3: 9,336 shares; 2025Q4: 9,478 shares 9,478 $3.26M 0.19% +142 Timeline IUSG 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: restricted; 2024Q4: 19,300 shares; 2025Q1: 19,300 shares; 2025Q2: 19,300 shares; 2025Q3: 19,300 shares; 2025Q4: 19,300 shares 19,300 $3.24M 0.19% 0 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: restricted; 2024Q4: 46,696 shares; 2025Q1: 32,520 shares; 2025Q2: 32,408 shares; 2025Q3: 32,327 shares; 2025Q4: 32,047 shares 32,047 $3.23M 0.19% -280 Timeline JEPI 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: restricted; 2024Q4: 146,440 shares; 2025Q1: 130,103 shares; 2025Q2: 85,014 shares; 2025Q3: 67,392 shares; 2025Q4: 54,932 shares 54,932 $3.14M 0.19% -12,460 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: restricted; 2024Q4: 42,477 shares; 2025Q1: 34,054 shares; 2025Q2: 29,409 shares; 2025Q3: 36,151 shares; 2025Q4: 40,277 shares 40,277 $3.1M 0.18% +4,126 Timeline XLB 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: restricted; 2024Q4: 35,727 shares; 2025Q1: 37,164 shares; 2025Q2: 36,331 shares; 2025Q3: 35,571 shares; 2025Q4: 67,665 shares 67,665 $3.07M 0.18% +32,094 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,085 shares; 2025Q1: 18,900 shares; 2025Q2: 18,170 shares; 2025Q3: 17,821 shares; 2025Q4: 17,234 shares 17,234 $2.99M 0.18% -587 Timeline GVI 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: restricted; 2024Q4: 39,114 shares; 2025Q1: 13,276 shares; 2025Q2: 27,614 shares; 2025Q3: 25,279 shares; 2025Q4: 26,213 shares 26,213 $2.81M 0.17% +934 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: restricted; 2024Q4: 14,712 shares; 2025Q1: 18,321 shares; 2025Q2: 20,981 shares; 2025Q3: 23,464 shares; 2025Q4: 24,571 shares 24,571 $2.8M 0.16% +1,107 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: restricted; 2024Q4: 18,893 shares; 2025Q1: 21,138 shares; 2025Q2: 19,965 shares; 2025Q3: 19,873 shares; 2025Q4: 20,711 shares 20,711 $2.75M 0.16% +838 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88,316 shares; 2025Q1: 90,961 shares; 2025Q2: 103,636 shares; 2025Q3: 90,600 shares; 2025Q4: 124,725 shares 124,725 $2.75M 0.16% +34,125 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: restricted; 2024Q4: 17,341 shares; 2025Q1: 17,089 shares; 2025Q2: 16,882 shares; 2025Q3: 20,677 shares; 2025Q4: 20,971 shares 20,971 $2.63M 0.15% +294 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,778 shares; 2025Q1: 48,828 shares; 2025Q2: 48,811 shares; 2025Q3: 63,858 shares; 2025Q4: 49,214 shares 49,214 $2.63M 0.15% -14,644 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: restricted; 2024Q4: 14,801 shares; 2025Q1: 18,577 shares; 2025Q2: 20,771 shares; 2025Q3: 19,778 shares; 2025Q4: 18,202 shares 18,202 $2.61M 0.15% -1,576 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,614 shares; 2025Q1: 11,307 shares; 2025Q2: 10,553 shares; 2025Q3: 10,415 shares; 2025Q4: 10,041 shares 10,041 $2.51M 0.15% -374 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: restricted; 2024Q4: 3,078 shares; 2025Q1: 14,758 shares; 2025Q2: 15,561 shares; 2025Q3: 16,039 shares; 2025Q4: 15,523 shares 15,523 $2.49M 0.15% -516 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,740 shares 90,740 $2.48M 0.15% new Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,662 shares; 2025Q1: 18,662 shares; 2025Q2: 18,662 shares; 2025Q3: 18,468 shares; 2025Q4: 20,423 shares 20,423 $2.48M 0.15% +1,955 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,725 shares 46,725 $2.45M 0.14% new 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: restricted; 2024Q4: 1,921 shares; 2025Q1: 2,021 shares; 2025Q2: 2,016 shares; 2025Q3: 2,106 shares; 2025Q4: 2,232 shares 2,232 $2.39M 0.14% +126 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,119 shares; 2025Q1: 64,534 shares; 2025Q2: 73,835 shares; 2025Q3: 81,125 shares; 2025Q4: 97,165 shares 97,165 $2.3M 0.14% +16,040 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,741 shares; 2025Q1: 11,650 shares; 2025Q2: 12,091 shares; 2025Q3: 11,546 shares; 2025Q4: 11,362 shares 11,362 $2.27M 0.13% -184 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: restricted; 2024Q4: 34,087 shares; 2025Q1: 28,727 shares; 2025Q2: 28,020 shares; 2025Q3: 27,360 shares; 2025Q4: 27,250 shares 27,250 $2.19M 0.13% -110 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: restricted; 2024Q4: 12,669 shares; 2025Q1: 15,885 shares; 2025Q2: 15,485 shares; 2025Q3: 15,405 shares; 2025Q4: 15,405 shares 15,405 $2.17M 0.13% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,200 shares; 2025Q1: 31,774 shares; 2025Q2: 28,415 shares; 2025Q3: 28,410 shares; 2025Q4: 27,727 shares 27,727 $2.13M 0.13% -683 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: restricted; 2024Q4: 3,627 shares; 2025Q1: 3,556 shares; 2025Q2: 3,111 shares; 2025Q3: 3,058 shares; 2025Q4: 3,056 shares 3,056 $2.08M 0.12% -2 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: restricted; 2024Q4: not reported; 2025Q1: 333 shares; 2025Q2: 376 shares; 2025Q3: 408 shares; 2025Q4: 388 shares 388 $2.08M 0.12% -20 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: restricted; 2024Q4: 7,716 shares; 2025Q1: 8,322 shares; 2025Q2: 9,456 shares; 2025Q3: 8,091 shares; 2025Q4: 6,230 shares 6,230 $2.04M 0.12% -1,861 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: restricted; 2024Q4: 6,274 shares; 2025Q1: 6,274 shares; 2025Q2: 6,274 shares; 2025Q3: 6,274 shares; 2025Q4: 6,274 shares 6,274 $1.98M 0.12% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,265 shares; 2025Q1: 49,060 shares; 2025Q2: 48,102 shares; 2025Q3: 45,087 shares; 2025Q4: 44,468 shares 44,468 $1.97M 0.12% -619 Timeline RSPD 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: restricted; 2024Q4: 26,584 shares; 2025Q1: 35,310 shares; 2025Q2: 31,476 shares; 2025Q3: 29,723 shares; 2025Q4: 33,879 shares 33,879 $1.93M 0.11% +4,156 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: restricted; 2024Q4: 10,428 shares; 2025Q1: 13,493 shares; 2025Q2: 6,132 shares; 2025Q3: 11,953 shares; 2025Q4: 11,233 shares 11,233 $1.92M 0.11% -720 Timeline BBAG 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: restricted; 2024Q4: 74,751 shares; 2025Q1: 51,790 shares; 2025Q2: 44,751 shares; 2025Q3: 42,807 shares; 2025Q4: 41,296 shares 41,296 $1.92M 0.11% -1,511 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: restricted; 2024Q4: 28,525 shares; 2025Q1: 28,142 shares; 2025Q2: 20,034 shares; 2025Q3: 18,837 shares; 2025Q4: 18,173 shares 18,173 $1.91M 0.11% -664 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 554,843 shares; 2025Q1: 219,343 shares; 2025Q2: 219,343 shares; 2025Q3: 219,343 shares; 2025Q4: 219,343 shares 219,343 $1.83M 0.11% 0 IYR 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: restricted; 2024Q4: 20,941 shares; 2025Q1: 20,362 shares; 2025Q2: 19,397 shares; 2025Q3: 18,712 shares; 2025Q4: 19,390 shares 19,390 $1.82M 0.11% +678 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 18,787 shares; 2025Q2: 27,450 shares; 2025Q3: 29,722 shares; 2025Q4: 31,516 shares 31,516 $1.82M 0.11% +1,794 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,618 shares; 2025Q1: 4,786 shares; 2025Q2: 4,209 shares; 2025Q3: 6,111 shares; 2025Q4: 5,729 shares 5,729 $1.79M 0.11% -382 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: restricted; 2024Q4: 1,899 shares; 2025Q1: 1,584 shares; 2025Q2: 1,436 shares; 2025Q3: 1,307 shares; 2025Q4: 1,282 shares 1,282 $1.79M 0.11% -25 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: restricted; 2024Q4: 5,300 shares; 2025Q1: 6,000 shares; 2025Q2: 5,598 shares; 2025Q3: 6,952 shares; 2025Q4: 6,760 shares 6,760 $1.77M 0.1% -192 Timeline IEI 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: restricted; 2024Q4: 17,383 shares; 2025Q1: 18,605 shares; 2025Q2: 16,873 shares; 2025Q3: 16,873 shares; 2025Q4: 14,687 shares 14,687 $1.75M 0.1% -2,186 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,536 shares; 2025Q3: 40,536 shares; 2025Q4: 40,536 shares 40,536 $1.72M 0.1% 0 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,589 shares; 2025Q1: 58,923 shares; 2025Q2: 36,153 shares; 2025Q3: 31,778 shares; 2025Q4: 25,603 shares 25,603 $1.64M 0.1% -6,175 Timeline SPSM 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: restricted; 2024Q4: 58,403 shares; 2025Q1: 61,788 shares; 2025Q2: 34,654 shares; 2025Q3: 34,561 shares; 2025Q4: 34,583 shares 34,583 $1.62M 0.1% +22 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: restricted; 2024Q4: 4,974 shares; 2025Q1: 4,974 shares; 2025Q2: 24,246 shares; 2025Q3: 24,246 shares; 2025Q4: 28,596 shares 28,596 $1.57M 0.09% +4,350 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: restricted; 2024Q4: 4,913 shares; 2025Q1: 3,730 shares; 2025Q2: 2,552 shares; 2025Q3: 4,741 shares; 2025Q4: 5,863 shares 5,863 $1.55M 0.09% +1,122 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: restricted; 2024Q4: 3,398 shares; 2025Q1: 6,498 shares; 2025Q2: 6,396 shares; 2025Q3: 7,596 shares; 2025Q4: 8,039 shares 8,039 $1.47M 0.09% +443 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: restricted; 2024Q4: 14,755 shares; 2025Q1: 16,432 shares; 2025Q2: 14,673 shares; 2025Q3: 15,394 shares; 2025Q4: 17,614 shares 17,614 $1.41M 0.08% +2,220 Timeline TLH 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: restricted; 2024Q4: 33,362 shares; 2025Q1: 14,377 shares; 2025Q2: 14,377 shares; 2025Q3: 14,377 shares; 2025Q4: 13,466 shares 13,466 $1.37M 0.08% -911 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,350 shares; 2025Q3: 27,821 shares; 2025Q4: 58,401 shares 58,401 $1.35M 0.08% +30,580 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: restricted; 2024Q4: 1,199 shares; 2025Q1: 605 shares; 2025Q2: 533 shares; 2025Q3: 482 shares; 2025Q4: 395 shares 395 $1.34M 0.08% -87 Timeline RSPC 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: restricted; 2024Q4: 32,915 shares; 2025Q1: 38,614 shares; 2025Q2: 37,170 shares; 2025Q3: 36,442 shares; 2025Q4: 32,978 shares 32,978 $1.31M 0.08% -3,464 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: restricted; 2024Q4: 8,415 shares; 2025Q1: 7,890 shares; 2025Q2: 7,647 shares; 2025Q3: 9,088 shares; 2025Q4: 9,088 shares 9,088 $1.3M 0.08% 0 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: restricted; 2024Q4: 13,417 shares; 2025Q1: 12,136 shares; 2025Q2: 12,069 shares; 2025Q3: 17,442 shares; 2025Q4: 18,475 shares 18,475 $1.29M 0.08% +1,033 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,246 shares; 2025Q4: 2,231 shares 2,231 $1.28M 0.08% -15 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: restricted; 2024Q4: 3,070 shares; 2025Q1: 4,425 shares; 2025Q2: 4,295 shares; 2025Q3: 4,270 shares; 2025Q4: 4,270 shares 4,270 $1.26M 0.07% 0 Timeline IWB 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: restricted; 2024Q4: 3,533 shares; 2025Q1: 3,533 shares; 2025Q2: 3,264 shares; 2025Q3: 3,264 shares; 2025Q4: 3,264 shares 3,264 $1.22M 0.07% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,283 shares; 2025Q2: 5,429 shares; 2025Q3: 5,265 shares; 2025Q4: 5,138 shares 5,138 $1.17M 0.07% -127 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,963 shares; 2025Q1: 11,963 shares; 2025Q2: 11,739 shares; 2025Q3: 11,749 shares; 2025Q4: 10,684 shares 10,684 $1.13M 0.07% -1,065 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: restricted; 2024Q4: 9,972 shares; 2025Q1: 11,569 shares; 2025Q2: 10,858 shares; 2025Q3: 4,675 shares; 2025Q4: 4,177 shares 4,177 $1.12M 0.07% -498 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,193 shares; 2025Q1: 12,193 shares; 2025Q2: 10,555 shares; 2025Q3: 10,551 shares; 2025Q4: 9,760 shares 9,760 $1.08M 0.06% -791 Timeline QQQM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,320 shares; 2025Q3: 4,134 shares; 2025Q4: 4,199 shares 4,199 $1.06M 0.06% +65 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: restricted; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: 6,347 shares; 2025Q4: 11,997 shares 11,997 $1.05M 0.06% +5,650 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: restricted; 2024Q4: 1,668 shares; 2025Q1: 2,193 shares; 2025Q2: 2,858 shares; 2025Q3: 3,698 shares; 2025Q4: 5,296 shares 5,296 $1.03M 0.06% +1,598 Timeline GSEW 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: restricted; 2024Q4: 15,156 shares; 2025Q1: 15,088 shares; 2025Q2: 13,805 shares; 2025Q3: 13,158 shares; 2025Q4: 12,040 shares 12,040 $1.02M 0.06% -1,118 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,023 shares; 2025Q1: 82,149 shares; 2025Q2: 82,149 shares; 2025Q3: 82,149 shares; 2025Q4: 39,523 shares 39,523 $1.01M 0.06% -42,626 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: restricted; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: 1,665 shares; 2025Q3: 1,665 shares; 2025Q4: 1,665 shares 1,665 $1M 0.06% 0 Timeline SUB 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: restricted; 2024Q4: 10,163 shares; 2025Q1: 12,388 shares; 2025Q2: 16,736 shares; 2025Q3: 21,386 shares; 2025Q4: 9,313 shares 9,313 $994K 0.06% -12,073 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,023 shares; 2025Q1: 75,089 shares; 2025Q2: 71,176 shares; 2025Q3: 65,214 shares; 2025Q4: 58,131 shares 58,131 $984K 0.06% -7,083 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: restricted; 2024Q4: 3,723 shares; 2025Q1: 3,667 shares; 2025Q2: 3,639 shares; 2025Q3: 3,639 shares; 2025Q4: 3,619 shares 3,619 $930K 0.05% -20 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,107 shares; 2025Q3: 5,848 shares; 2025Q4: 5,700 shares 5,700 $882K 0.05% -148 Timeline XLC 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: restricted; 2024Q4: 2,902 shares; 2025Q1: 2,141 shares; 2025Q2: 7,955 shares; 2025Q3: 7,325 shares; 2025Q4: 7,234 shares 7,234 $852K 0.05% -91 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,925 shares; 2025Q1: 2,742 shares; 2025Q2: 2,819 shares; 2025Q3: 2,819 shares; 2025Q4: 2,796 shares 2,796 $811K 0.05% -23 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: restricted; 2024Q4: 24,065 shares; 2025Q1: 21,576 shares; 2025Q2: 13,040 shares; 2025Q3: 8,351 shares; 2025Q4: 8,009 shares 8,009 $783K 0.05% -342 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,175 shares; 2025Q3: 20,365 shares; 2025Q4: 33,008 shares 33,008 $781K 0.05% +12,643 Timeline IEF 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: restricted; 2024Q4: 9,691 shares; 2025Q1: 8,019 shares; 2025Q2: 9,991 shares; 2025Q3: 9,819 shares; 2025Q4: 8,043 shares 8,043 $773K 0.05% -1,776 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,357 shares; 2025Q1: 55,823 shares; 2025Q2: 39,141 shares; 2025Q3: 38,592 shares; 2025Q4: 37,488 shares 37,488 $772K 0.05% -1,104 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: restricted; 2024Q4: 4,192 shares; 2025Q1: 4,192 shares; 2025Q2: 4,190 shares; 2025Q3: 3,687 shares; 2025Q4: 3,487 shares 3,487 $766K 0.05% -200 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,909 shares; 2025Q1: 5,048 shares; 2025Q2: 4,543 shares; 2025Q3: 3,873 shares; 2025Q4: 3,774 shares 3,774 $766K 0.05% -99 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,234 shares; 2025Q1: 4,672 shares; 2025Q2: 2,761 shares; 2025Q3: 1,858 shares; 2025Q4: 1,583 shares 1,583 $766K 0.05% -275 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,070 shares; 2025Q3: 17,960 shares; 2025Q4: 32,460 shares 32,460 $763K 0.04% +14,500 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: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.04% 0 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: restricted; 2024Q4: 2,060 shares; 2025Q1: 3,110 shares; 2025Q2: 3,048 shares; 2025Q3: 3,046 shares; 2025Q4: 3,046 shares 3,046 $752K 0.04% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,668 shares; 2025Q1: 12,668 shares; 2025Q2: 12,593 shares; 2025Q3: 10,703 shares; 2025Q4: 10,370 shares 10,370 $741K 0.04% -333 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,815 shares; 2025Q1: 9,236 shares; 2025Q2: 9,236 shares; 2025Q3: 9,236 shares; 2025Q4: 8,683 shares 8,683 $727K 0.04% -553 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: restricted; 2024Q4: 1,677 shares; 2025Q1: 1,599 shares; 2025Q2: 3,619 shares; 2025Q3: 3,040 shares; 2025Q4: 5,990 shares 5,990 $715K 0.04% +2,950 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: restricted; 2024Q4: 3,367 shares; 2025Q1: 3,332 shares; 2025Q2: 3,332 shares; 2025Q3: 3,776 shares; 2025Q4: 3,555 shares 3,555 $679K 0.04% -221 Timeline SPIB 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: restricted; 2024Q4: 19,968 shares; 2025Q1: 19,968 shares; 2025Q2: 19,968 shares; 2025Q3: 19,968 shares; 2025Q4: 19,968 shares 19,968 $675K 0.04% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,420 shares; 2025Q1: 2,160 shares; 2025Q2: 1,994 shares; 2025Q3: 2,014 shares; 2025Q4: 1,991 shares 1,991 $670K 0.04% -23 Timeline VYMI 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: restricted; 2024Q4: not reported; 2025Q1: 4,330 shares; 2025Q2: 4,330 shares; 2025Q3: 7,330 shares; 2025Q4: 7,330 shares 7,330 $660K 0.04% 0 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,460 shares 25,460 $658K 0.04% new Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,035 shares 26,035 $654K 0.04% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,794 shares; 2025Q3: 7,269 shares; 2025Q4: 14,538 shares 14,538 $650K 0.04% +7,269 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: restricted; 2024Q4: 12,563 shares; 2025Q1: 12,183 shares; 2025Q2: 8,474 shares; 2025Q3: 7,521 shares; 2025Q4: 7,221 shares 7,221 $646K 0.04% -300 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: restricted; 2024Q4: 1,372 shares; 2025Q1: 1,362 shares; 2025Q2: 1,362 shares; 2025Q3: 1,362 shares; 2025Q4: 1,357 shares 1,357 $642K 0.04% -5 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,288 shares; 2025Q1: 5,288 shares; 2025Q2: 5,285 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares 4,950 $638K 0.04% 0 Timeline FMAR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,580 shares; 2025Q1: 13,580 shares; 2025Q2: 13,580 shares; 2025Q3: 13,011 shares; 2025Q4: 13,328 shares 13,328 $633K 0.04% +317 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,785 shares; 2025Q1: 2,685 shares; 2025Q2: 2,349 shares; 2025Q3: 2,167 shares; 2025Q4: 2,067 shares 2,067 $628K 0.04% -100 Timeline IJK 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: restricted; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: 6,396 shares; 2025Q4: 6,374 shares 6,374 $618K 0.04% -22 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,641 shares; 2025Q1: 7,447 shares; 2025Q2: 7,398 shares; 2025Q3: 6,305 shares; 2025Q4: 5,685 shares 5,685 $589K 0.03% -620 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,160 shares; 2025Q1: 1,160 shares; 2025Q2: 1,150 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares 1,145 $585K 0.03% 0 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: restricted; 2024Q4: 3,942 shares; 2025Q1: 3,503 shares; 2025Q2: 3,064 shares; 2025Q3: 3,014 shares; 2025Q4: 3,600 shares 3,600 $577K 0.03% +586 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: restricted; 2024Q4: 1,165 shares; 2025Q1: 1,165 shares; 2025Q2: 1,165 shares; 2025Q3: 1,165 shares; 2025Q4: 1,165 shares 1,165 $568K 0.03% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,278 shares; 2025Q1: 11,583 shares; 2025Q2: 13,176 shares; 2025Q3: 8,296 shares; 2025Q4: 8,296 shares 8,296 $558K 0.03% 0 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: restricted; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,749 shares; 2025Q3: 2,749 shares; 2025Q4: 2,749 shares 2,749 $536K 0.03% 0 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,155 shares; 2025Q1: 6,147 shares; 2025Q2: 4,920 shares; 2025Q3: 4,400 shares; 2025Q4: 4,220 shares 4,220 $514K 0.03% -180 Timeline FMB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 104,155 shares; 2025Q1: 49,886 shares; 2025Q2: 42,221 shares; 2025Q3: 10,048 shares; 2025Q4: 10,048 shares 10,048 $514K 0.03% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,241 shares; 2025Q1: 10,540 shares; 2025Q2: 6,239 shares; 2025Q3: 4,675 shares; 2025Q4: 3,694 shares 3,694 $510K 0.03% -981 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,171 shares; 2025Q1: 45,586 shares; 2025Q2: 41,112 shares; 2025Q3: 21,385 shares; 2025Q4: 13,724 shares 13,724 $508K 0.03% -7,661 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,760 shares; 2025Q1: 7,360 shares; 2025Q2: 7,360 shares; 2025Q3: 7,360 shares; 2025Q4: 11,040 shares 11,040 $507K 0.03% +3,680 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: restricted; 2024Q4: 1,365 shares; 2025Q1: 1,365 shares; 2025Q2: 1,365 shares; 2025Q3: 1,355 shares; 2025Q4: 1,355 shares 1,355 $501K 0.03% 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: restricted; 2024Q4: 5,355 shares; 2025Q1: 4,128 shares; 2025Q2: 3,333 shares; 2025Q3: 3,621 shares; 2025Q4: 2,351 shares 2,351 $498K 0.03% -1,270 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,523 shares; 2025Q4: 1,503 shares 1,503 $487K 0.03% -20 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,370 shares; 2025Q1: 2,305 shares; 2025Q2: 2,305 shares; 2025Q3: 2,210 shares; 2025Q4: 2,210 shares 2,210 $480K 0.03% 0 Timeline JEPQ 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: restricted; 2024Q4: not reported; 2025Q1: 6,065 shares; 2025Q2: 7,955 shares; 2025Q3: 7,955 shares; 2025Q4: 7,955 shares 7,955 $462K 0.03% 0 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: restricted; 2024Q4: 9,751 shares; 2025Q1: 10,819 shares; 2025Q2: 9,719 shares; 2025Q3: 9,145 shares; 2025Q4: 8,535 shares 8,535 $460K 0.03% -610 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 898 shares; 2025Q4: 898 shares 898 $458K 0.03% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,033 shares; 2025Q1: 5,033 shares; 2025Q2: 5,031 shares; 2025Q3: 5,031 shares; 2025Q4: 5,031 shares 5,031 $450K 0.03% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,812 shares; 2025Q1: 2,912 shares; 2025Q2: 3,007 shares; 2025Q3: 3,142 shares; 2025Q4: 3,405 shares 3,405 $439K 0.03% +263 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: restricted; 2024Q4: 1,434 shares; 2025Q1: 1,434 shares; 2025Q2: 1,431 shares; 2025Q3: 1,206 shares; 2025Q4: 1,206 shares 1,206 $424K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 420 shares; 2025Q4: 420 shares 420 $424K 0.02% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,618 shares; 2025Q1: 1,520 shares; 2025Q2: 1,590 shares; 2025Q3: 1,445 shares; 2025Q4: 1,443 shares 1,443 $412K 0.02% -2 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: restricted; 2024Q4: not reported; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,000 shares; 2025Q4: 3,436 shares 3,436 $396K 0.02% +436 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,314 shares; 2025Q3: 1,239 shares; 2025Q4: 1,560 shares 1,560 $378K 0.02% +321 Timeline ESGV 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: restricted; 2024Q4: 3,275 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,125 shares; 2025Q4: 3,125 shares 3,125 $378K 0.02% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,279 shares; 2025Q1: 2,279 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 2,379 shares 2,379 $367K 0.02% +100 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: restricted; 2024Q4: 3,301 shares; 2025Q1: 3,301 shares; 2025Q2: 3,016 shares; 2025Q3: 2,527 shares; 2025Q4: 2,527 shares 2,527 $363K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,077 shares; 2025Q1: 2,990 shares; 2025Q2: 2,890 shares; 2025Q3: 2,790 shares; 2025Q4: 1,740 shares 1,740 $362K 0.02% -1,050 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,820 shares; 2025Q1: 5,820 shares; 2025Q2: 5,820 shares; 2025Q3: 5,720 shares; 2025Q4: 5,570 shares 5,570 $362K 0.02% -150 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $356K 0.02% 0 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: restricted; 2024Q4: 583 shares; 2025Q1: 583 shares; 2025Q2: 583 shares; 2025Q3: 583 shares; 2025Q4: 739 shares 739 $344K 0.02% +156 Timeline DFAC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,469 shares 8,469 $335K 0.02% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,937 shares; 2025Q1: 9,687 shares; 2025Q2: 8,557 shares; 2025Q3: 8,557 shares; 2025Q4: 8,557 shares 8,557 $335K 0.02% 0 Timeline DFSU 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,547 shares 7,547 $328K 0.02% new 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: restricted; 2024Q4: 3,355 shares; 2025Q1: 3,265 shares; 2025Q2: 3,265 shares; 2025Q3: 3,265 shares; 2025Q4: 3,225 shares 3,225 $322K 0.02% -40 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: restricted; 2024Q4: 4,429 shares; 2025Q1: 2,105 shares; 2025Q2: 1,691 shares; 2025Q3: 1,557 shares; 2025Q4: 1,491 shares 1,491 $319K 0.02% -66 Timeline VPU 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: restricted; 2024Q4: 1,684 shares; 2025Q1: 1,684 shares; 2025Q2: 1,684 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares 1,684 $312K 0.02% 0 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,792 shares; 2025Q1: 3,792 shares; 2025Q2: 3,792 shares; 2025Q3: 3,792 shares; 2025Q4: 3,792 shares 3,792 $297K 0.02% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,885 shares; 2025Q1: 18,885 shares; 2025Q2: 18,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares 13,000 $290K 0.02% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,374 shares 4,374 $286K 0.02% new Timeline FAPR 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,719 shares; 2025Q4: 6,425 shares 6,425 $285K 0.02% +1,706 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: restricted; 2024Q4: not reported; 2025Q1: 1,155 shares; 2025Q2: 1,047 shares; 2025Q3: 1,097 shares; 2025Q4: 1,097 shares 1,097 $282K 0.02% 0 Timeline MGK 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: restricted; 2024Q4: not reported; 2025Q1: 730 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares 655 $270K 0.02% 0 Timeline AGZ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares 2,450 $270K 0.02% 0 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: restricted; 2024Q4: 2,088 shares; 2025Q1: not reported; 2025Q2: 2,088 shares; 2025Q3: 2,088 shares; 2025Q4: 2,088 shares 2,088 $257K 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: restricted; 2024Q4: not reported; 2025Q1: 3,799 shares; 2025Q2: 5,015 shares; 2025Q3: 4,181 shares; 2025Q4: 3,246 shares 3,246 $256K 0.02% -935 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: restricted; 2024Q4: 1,368 shares; 2025Q1: 1,208 shares; 2025Q2: 978 shares; 2025Q3: 880 shares; 2025Q4: 880 shares 880 $255K 0.02% 0 Timeline SCHA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,696 shares; 2025Q3: 8,546 shares; 2025Q4: 8,875 shares 8,875 $253K 0.01% +329 Timeline CREATIVE MEDIA & CMNTY TR CREATIVE MEDIA & CMNTY TR More: the full row for CREATIVE MEDIA & CMNTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $250K 0.01% 0 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: restricted; 2024Q4: 1,181 shares; 2025Q1: 1,181 shares; 2025Q2: 1,181 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares 1,175 $245K 0.01% 0 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,845 shares; 2025Q1: 9,395 shares; 2025Q2: 9,395 shares; 2025Q3: 9,395 shares; 2025Q4: 9,395 shares 9,395 $239K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: 2,200 shares; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares 2,025 $237K 0.01% 0 Timeline FFEB 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,475 shares; 2025Q1: 6,149 shares; 2025Q2: 4,475 shares; 2025Q3: 4,305 shares; 2025Q4: 4,175 shares 4,175 $236K 0.01% -130 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,251 shares; 2025Q1: 5,251 shares; 2025Q2: 3,168 shares; 2025Q3: 3,168 shares; 2025Q4: 3,168 shares 3,168 $233K 0.01% 0 Timeline PGX 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: restricted; 2024Q4: not reported; 2025Q1: 22,405 shares; 2025Q2: 20,700 shares; 2025Q3: 20,700 shares; 2025Q4: 20,700 shares 20,700 $233K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 2,730 shares; 2025Q3: 2,730 shares; 2025Q4: 2,530 shares 2,530 $231K 0.01% -200 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,956 shares 2,956 $230K 0.01% new Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,778 shares; 2025Q3: 11,428 shares; 2025Q4: 9,758 shares 9,758 $223K 0.01% -1,670 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: restricted; 2024Q4: not reported; 2025Q1: 3,173 shares; 2025Q2: 2,963 shares; 2025Q3: 2,963 shares; 2025Q4: 2,963 shares 2,963 $218K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,657 shares; 2025Q2: 5,314 shares; 2025Q3: 5,414 shares; 2025Q4: 5,414 shares 5,414 $217K 0.01% 0 Timeline MGC 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: restricted; 2024Q4: 8,142 shares; 2025Q1: 8,142 shares; 2025Q2: not reported; 2025Q3: 835 shares; 2025Q4: 835 shares 835 $210K 0.01% 0 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,870 shares; 2025Q1: 7,870 shares; 2025Q2: 7,870 shares; 2025Q3: 7,870 shares; 2025Q4: 7,870 shares 7,870 $202K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,325 shares; 2025Q2: 4,921 shares; 2025Q3: 4,921 shares; 2025Q4: 4,921 shares 4,921 $200K 0.01% 0 Timeline CREATIVE MEDIA & CMNTY TR CREATIVE MEDIA & CMNTY TR More: the full row for CREATIVE MEDIA & CMNTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares 8,000 $200K 0.01% 0 NMRA NEUMORA THERAPEUTICS INC. More: the full row for NEUMORA THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,000 shares; 2025Q1: 12,000 shares; 2025Q2: not reported; 2025Q3: 14,000 shares; 2025Q4: 19,000 shares 19,000 $34K <0.01% +5,000 Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,250 shares; 2025Q1: 12,250 shares; 2025Q2: 12,250 shares; 2025Q3: 12,250 shares; 2025Q4: 12,250 shares 12,250 $19.7K <0.01% 0 Timeline PTKN PRIMIOR HOLDINGS INC. COMMON S More: the full row for PRIMIOR HOLDINGS INC. COMMON S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,500,000 shares; 2025Q1: 10,500,000 shares; 2025Q2: 10,500,000 shares; 2025Q3: 10,500,000 shares; 2025Q4: 10,500,000 shares 10,500,000 $15.8K <0.01% 0 Timeline