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: 3,908,410 shares; 2024Q4: 4,023,145 shares; 2025Q1: 4,159,625 shares; 2025Q2: 4,191,473 shares; 2025Q3: 4,263,330 shares; 2025Q4: 4,383,551 shares 4,383,551 $274M 11.5% +120,221 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: 322,846 shares; 2024Q4: 322,487 shares; 2025Q1: 314,442 shares; 2025Q2: 314,740 shares; 2025Q3: 310,380 shares; 2025Q4: 308,181 shares 308,181 $211M 8.86% -2,199 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: 1,554,351 shares; 2024Q4: 1,564,400 shares; 2025Q1: 1,560,787 shares; 2025Q2: 1,587,720 shares; 2025Q3: 1,590,268 shares; 2025Q4: 1,614,065 shares 1,614,065 $107M 4.47% +23,797 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: 2,059,856 shares; 2024Q4: 2,071,849 shares; 2025Q1: 2,071,280 shares; 2025Q2: 2,080,682 shares; 2025Q3: 2,124,133 shares; 2025Q4: 2,129,383 shares 2,129,383 $99.9M 4.19% +5,250 Timeline DON 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: 1,860,069 shares; 2024Q4: 1,839,233 shares; 2025Q1: 1,820,113 shares; 2025Q2: 1,831,348 shares; 2025Q3: 1,828,781 shares; 2025Q4: 1,844,548 shares 1,844,548 $95.2M 4% +15,767 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: 1,058,087 shares; 2024Q4: 1,058,052 shares; 2025Q1: 1,037,175 shares; 2025Q2: 1,002,403 shares; 2025Q3: 992,441 shares; 2025Q4: 978,336 shares 978,336 $93.9M 3.94% -14,105 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: 106,666 shares; 2024Q4: 110,959 shares; 2025Q1: 104,517 shares; 2025Q2: 105,000 shares; 2025Q3: 107,011 shares; 2025Q4: 105,739 shares 105,739 $51.1M 2.15% -1,272 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: 161,748 shares; 2024Q4: 160,172 shares; 2025Q1: 158,344 shares; 2025Q2: 152,708 shares; 2025Q3: 151,716 shares; 2025Q4: 151,159 shares 151,159 $50.7M 2.13% -557 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: 166,547 shares; 2024Q4: 163,694 shares; 2025Q1: 158,019 shares; 2025Q2: 157,932 shares; 2025Q3: 148,337 shares; 2025Q4: 143,694 shares 143,694 $49.7M 2.09% -4,643 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: 415,001 shares; 2024Q4: 417,944 shares; 2025Q1: 384,242 shares; 2025Q2: 389,769 shares; 2025Q3: 375,519 shares; 2025Q4: 399,305 shares 399,305 $48.1M 2.02% +23,786 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: 155,833 shares; 2024Q4: 153,568 shares; 2025Q1: 150,069 shares; 2025Q2: 152,193 shares; 2025Q3: 160,442 shares; 2025Q4: 157,637 shares 157,637 $42.9M 1.8% -2,805 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: 295,257 shares; 2024Q4: 297,665 shares; 2025Q1: 286,530 shares; 2025Q2: 283,959 shares; 2025Q3: 278,363 shares; 2025Q4: 278,103 shares 278,103 $38.7M 1.62% -260 Timeline DHS 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: 356,786 shares; 2024Q4: 359,806 shares; 2025Q1: 352,105 shares; 2025Q2: 345,217 shares; 2025Q3: 337,657 shares; 2025Q4: 337,330 shares 337,330 $34.3M 1.44% -327 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: 107,913 shares; 2024Q4: 107,809 shares; 2025Q1: 104,969 shares; 2025Q2: 106,008 shares; 2025Q3: 97,039 shares; 2025Q4: 96,051 shares 96,051 $30.9M 1.3% -988 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170,863 shares; 2025Q1: 167,523 shares; 2025Q2: 167,083 shares; 2025Q3: 165,656 shares; 2025Q4: 157,698 shares 157,698 $27M 1.13% -7,958 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: 78,363 shares; 2024Q4: 78,411 shares; 2025Q1: 87,237 shares; 2025Q2: 90,165 shares; 2025Q3: 88,710 shares; 2025Q4: 87,470 shares 87,470 $20M 0.84% -1,240 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,194 shares; 2024Q4: 103,635 shares; 2025Q1: 141,772 shares; 2025Q2: 160,875 shares; 2025Q3: 232,249 shares; 2025Q4: 274,167 shares 274,167 $19.5M 0.82% +41,918 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: 83,552 shares; 2024Q4: 84,214 shares; 2025Q1: 81,203 shares; 2025Q2: 83,822 shares; 2025Q3: 87,812 shares; 2025Q4: 84,592 shares 84,592 $19.5M 0.82% -3,220 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: 38,388 shares; 2024Q4: 38,467 shares; 2025Q1: 37,969 shares; 2025Q2: 39,042 shares; 2025Q3: 38,466 shares; 2025Q4: 38,027 shares 38,027 $19.4M 0.81% -439 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,545 shares; 2024Q4: 118,959 shares; 2025Q1: 110,782 shares; 2025Q2: 110,547 shares; 2025Q3: 108,453 shares; 2025Q4: 107,085 shares 107,085 $19.1M 0.8% -1,368 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: 104,837 shares; 2024Q4: 106,923 shares; 2025Q1: 105,294 shares; 2025Q2: 106,334 shares; 2025Q3: 104,729 shares; 2025Q4: 103,598 shares 103,598 $19M 0.8% -1,131 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: 53,769 shares; 2024Q4: 54,462 shares; 2025Q1: 53,867 shares; 2025Q2: 55,496 shares; 2025Q3: 56,068 shares; 2025Q4: 55,668 shares 55,668 $17.4M 0.73% -400 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: 302,922 shares; 2024Q4: 302,194 shares; 2025Q1: 304,724 shares; 2025Q2: 309,736 shares; 2025Q3: 310,151 shares; 2025Q4: 309,109 shares 309,109 $17M 0.71% -1,042 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: 55,638 shares; 2024Q4: 56,372 shares; 2025Q1: 55,029 shares; 2025Q2: 53,651 shares; 2025Q3: 54,348 shares; 2025Q4: 52,836 shares 52,836 $16.6M 0.7% -1,512 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,732 shares; 2024Q4: 140,872 shares; 2025Q1: 139,703 shares; 2025Q2: 142,905 shares; 2025Q3: 141,205 shares; 2025Q4: 140,361 shares 140,361 $16.4M 0.69% -844 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: 69,011 shares; 2024Q4: 69,832 shares; 2025Q1: 72,801 shares; 2025Q2: 75,599 shares; 2025Q3: 76,596 shares; 2025Q4: 77,630 shares 77,630 $16.1M 0.67% +1,034 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: 183,572 shares; 2024Q4: 204,508 shares; 2025Q1: 233,170 shares; 2025Q2: 243,052 shares; 2025Q3: 296,818 shares; 2025Q4: 336,527 shares 336,527 $15.5M 0.65% +39,709 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: 85,064 shares; 2024Q4: 86,010 shares; 2025Q1: 85,708 shares; 2025Q2: 86,726 shares; 2025Q3: 87,767 shares; 2025Q4: 88,391 shares 88,391 $15.1M 0.63% +624 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: 13,786 shares; 2025Q1: 13,532 shares; 2025Q2: 13,721 shares; 2025Q3: 13,755 shares; 2025Q4: 13,816 shares 13,816 $14.8M 0.62% +61 Timeline TCHP 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: 219,423 shares; 2024Q4: 239,777 shares; 2025Q1: 248,582 shares; 2025Q2: 249,386 shares; 2025Q3: 281,655 shares; 2025Q4: 295,557 shares 295,557 $14.7M 0.62% +13,902 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: 176,168 shares; 2024Q4: 181,902 shares; 2025Q1: 187,218 shares; 2025Q2: 188,986 shares; 2025Q3: 189,317 shares; 2025Q4: 191,049 shares 191,049 $14.7M 0.62% +1,732 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,752 shares; 2025Q1: 108,756 shares; 2025Q2: 110,344 shares; 2025Q3: 109,053 shares; 2025Q4: 110,150 shares 110,150 $14.6M 0.61% +1,097 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: 39,757 shares; 2024Q4: 40,148 shares; 2025Q1: 40,004 shares; 2025Q2: 40,162 shares; 2025Q3: 41,293 shares; 2025Q4: 40,796 shares 40,796 $14.3M 0.6% -497 Timeline IDV 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: 372,899 shares; 2024Q4: 360,848 shares; 2025Q1: 354,290 shares; 2025Q2: 351,438 shares; 2025Q3: 342,452 shares; 2025Q4: 342,004 shares 342,004 $13.5M 0.57% -448 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: 101,458 shares; 2024Q4: 100,691 shares; 2025Q1: 104,936 shares; 2025Q2: 108,188 shares; 2025Q3: 107,211 shares; 2025Q4: 107,444 shares 107,444 $13.5M 0.57% +233 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: 69,251 shares; 2024Q4: 69,225 shares; 2025Q1: 68,264 shares; 2025Q2: 66,666 shares; 2025Q3: 64,834 shares; 2025Q4: 64,221 shares 64,221 $13.4M 0.56% -613 Timeline DEM 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: 289,801 shares; 2024Q4: 284,146 shares; 2025Q1: 286,572 shares; 2025Q2: 285,552 shares; 2025Q3: 283,026 shares; 2025Q4: 286,144 shares 286,144 $13.4M 0.56% +3,118 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: 78,919 shares; 2024Q4: 80,536 shares; 2025Q1: 83,205 shares; 2025Q2: 82,471 shares; 2025Q3: 81,297 shares; 2025Q4: 81,575 shares 81,575 $13.1M 0.55% +278 Timeline DFLV 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: 45,827 shares; 2024Q4: 101,793 shares; 2025Q1: 253,982 shares; 2025Q2: 277,873 shares; 2025Q3: 334,712 shares; 2025Q4: 380,248 shares 380,248 $13M 0.55% +45,536 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: 33,547 shares; 2024Q4: 33,943 shares; 2025Q1: 37,993 shares; 2025Q2: 38,104 shares; 2025Q3: 38,741 shares; 2025Q4: 38,893 shares 38,893 $12.7M 0.53% +152 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: 80,647 shares; 2024Q4: 80,195 shares; 2025Q1: 83,280 shares; 2025Q2: 83,699 shares; 2025Q3: 83,242 shares; 2025Q4: 82,824 shares 82,824 $12.6M 0.53% -418 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,233 shares; 2024Q4: 467,539 shares; 2025Q1: 430,797 shares; 2025Q2: 435,236 shares; 2025Q3: 437,296 shares; 2025Q4: 451,321 shares 451,321 $12.4M 0.52% +14,025 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: 39,540 shares; 2024Q4: 40,084 shares; 2025Q1: 39,974 shares; 2025Q2: 40,266 shares; 2025Q3: 40,485 shares; 2025Q4: 40,013 shares 40,013 $12.2M 0.51% -472 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,832 shares; 2024Q4: 39,786 shares; 2025Q1: 40,177 shares; 2025Q2: 41,020 shares; 2025Q3: 41,878 shares; 2025Q4: 42,116 shares 42,116 $12.2M 0.51% +238 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: 23,461 shares; 2024Q4: 23,461 shares; 2025Q1: 23,553 shares; 2025Q2: 23,791 shares; 2025Q3: 24,146 shares; 2025Q4: 24,158 shares 24,158 $11.7M 0.49% +12 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: 19,142 shares; 2024Q4: 19,092 shares; 2025Q1: 18,116 shares; 2025Q2: 18,218 shares; 2025Q3: 17,216 shares; 2025Q4: 17,586 shares 17,586 $11.6M 0.49% +370 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: 95,343 shares; 2024Q4: 91,449 shares; 2025Q1: 89,309 shares; 2025Q2: 87,515 shares; 2025Q3: 82,732 shares; 2025Q4: 80,639 shares 80,639 $11.6M 0.49% -2,093 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: 71,405 shares; 2024Q4: 77,525 shares; 2025Q1: 101,743 shares; 2025Q2: 102,414 shares; 2025Q3: 106,691 shares; 2025Q4: 108,843 shares 108,843 $11.5M 0.48% +2,152 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,009 shares; 2024Q4: 186,003 shares; 2025Q1: 183,484 shares; 2025Q2: 185,565 shares; 2025Q3: 188,904 shares; 2025Q4: 190,066 shares 190,066 $11.4M 0.48% +1,162 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: 86,521 shares; 2024Q4: 88,911 shares; 2025Q1: 89,931 shares; 2025Q2: 90,028 shares; 2025Q3: 91,427 shares; 2025Q4: 92,107 shares 92,107 $10.8M 0.45% +680 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: 16,470 shares; 2024Q4: 16,868 shares; 2025Q1: 16,856 shares; 2025Q2: 17,183 shares; 2025Q3: 17,513 shares; 2025Q4: 17,905 shares 17,905 $10.2M 0.43% +392 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: 124,301 shares; 2024Q4: 123,802 shares; 2025Q1: 123,016 shares; 2025Q2: 124,180 shares; 2025Q3: 124,759 shares; 2025Q4: 125,433 shares 125,433 $9.9M 0.42% +674 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: 103,580 shares; 2024Q4: 107,236 shares; 2025Q1: 112,249 shares; 2025Q2: 116,128 shares; 2025Q3: 117,723 shares; 2025Q4: 119,292 shares 119,292 $9.58M 0.4% +1,569 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: 51,263 shares; 2024Q4: 51,761 shares; 2025Q1: 52,841 shares; 2025Q2: 53,696 shares; 2025Q3: 54,250 shares; 2025Q4: 54,083 shares 54,083 $9.5M 0.4% -167 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: 35,520 shares; 2024Q4: 35,924 shares; 2025Q1: 36,034 shares; 2025Q2: 36,378 shares; 2025Q3: 35,630 shares; 2025Q4: 34,979 shares 34,979 $9.38M 0.39% -651 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: 15,417 shares; 2024Q4: 15,033 shares; 2025Q1: 15,010 shares; 2025Q2: 14,014 shares; 2025Q3: 13,715 shares; 2025Q4: 13,506 shares 13,506 $9.21M 0.39% -209 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: 70,998 shares; 2024Q4: 72,254 shares; 2025Q1: 70,895 shares; 2025Q2: 68,011 shares; 2025Q3: 65,654 shares; 2025Q4: 64,751 shares 64,751 $9.14M 0.38% -903 Timeline EES 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: 195,203 shares; 2024Q4: 186,785 shares; 2025Q1: 175,643 shares; 2025Q2: 171,819 shares; 2025Q3: 164,543 shares; 2025Q4: 158,502 shares 158,502 $9.02M 0.38% -6,041 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: 57,196 shares; 2024Q4: 56,874 shares; 2025Q1: 58,841 shares; 2025Q2: 61,467 shares; 2025Q3: 61,799 shares; 2025Q4: 61,595 shares 61,595 $8.84M 0.37% -204 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: 173,425 shares; 2024Q4: 172,341 shares; 2025Q1: 273,397 shares; 2025Q2: 272,561 shares; 2025Q3: 276,016 shares; 2025Q4: 275,582 shares 275,582 $8.84M 0.37% -434 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: 44,465 shares; 2024Q4: 44,742 shares; 2025Q1: 44,566 shares; 2025Q2: 44,785 shares; 2025Q3: 47,751 shares; 2025Q4: 49,388 shares 49,388 $8.77M 0.37% +1,637 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: 36,616 shares; 2024Q4: 37,429 shares; 2025Q1: 44,376 shares; 2025Q2: 45,162 shares; 2025Q3: 46,236 shares; 2025Q4: 44,422 shares 44,422 $8.66M 0.36% -1,814 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: 22,284 shares; 2024Q4: 21,857 shares; 2025Q1: 20,616 shares; 2025Q2: 19,242 shares; 2025Q3: 18,078 shares; 2025Q4: 17,707 shares 17,707 $8.38M 0.35% -371 Timeline JPEM 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: 154,577 shares; 2024Q4: 155,028 shares; 2025Q1: 149,415 shares; 2025Q2: 142,867 shares; 2025Q3: 138,096 shares; 2025Q4: 136,572 shares 136,572 $8.29M 0.35% -1,524 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: 39,475 shares; 2024Q4: 40,171 shares; 2025Q1: 40,862 shares; 2025Q2: 41,410 shares; 2025Q3: 41,943 shares; 2025Q4: 42,116 shares 42,116 $8.22M 0.34% +173 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: 65,829 shares; 2024Q4: 67,095 shares; 2025Q1: 79,480 shares; 2025Q2: 81,305 shares; 2025Q3: 83,415 shares; 2025Q4: 85,175 shares 85,175 $8.18M 0.34% +1,760 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: 10,510 shares; 2024Q4: 12,503 shares; 2025Q1: 12,399 shares; 2025Q2: 35,538 shares; 2025Q3: 40,312 shares; 2025Q4: 42,901 shares 42,901 $8M 0.34% +2,589 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: 175,754 shares; 2024Q4: 178,926 shares; 2025Q1: 189,049 shares; 2025Q2: 186,838 shares; 2025Q3: 189,747 shares; 2025Q4: 195,095 shares 195,095 $7.95M 0.33% +5,348 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: 38,048 shares; 2024Q4: 41,786 shares; 2025Q1: 55,360 shares; 2025Q2: 59,663 shares; 2025Q3: 76,276 shares; 2025Q4: 84,216 shares 84,216 $7.84M 0.33% +7,940 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: 145,913 shares; 2024Q4: 157,296 shares; 2025Q1: 171,628 shares; 2025Q2: 177,452 shares; 2025Q3: 162,232 shares; 2025Q4: 170,632 shares 170,632 $7.76M 0.33% +8,400 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,185 shares; 2024Q4: 149,212 shares; 2025Q1: 152,804 shares; 2025Q2: 158,329 shares; 2025Q3: 159,996 shares; 2025Q4: 157,289 shares 157,289 $7.74M 0.32% -2,707 Timeline EEM 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: 144,113 shares; 2024Q4: 142,961 shares; 2025Q1: 141,435 shares; 2025Q2: 134,764 shares; 2025Q3: 133,485 shares; 2025Q4: 132,314 shares 132,314 $7.24M 0.3% -1,171 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 313,100 shares; 2024Q4: 341,332 shares; 2025Q1: 350,967 shares; 2025Q2: 362,786 shares; 2025Q3: 367,612 shares; 2025Q4: 369,729 shares 369,729 $7.08M 0.3% +2,117 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: 78,220 shares; 2024Q4: 84,054 shares; 2025Q1: 80,071 shares; 2025Q2: 79,669 shares; 2025Q3: 78,051 shares; 2025Q4: 77,429 shares 77,429 $6.97M 0.29% -622 Timeline VTHR 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: 30,885 shares; 2024Q4: 30,059 shares; 2025Q1: 26,892 shares; 2025Q2: 26,427 shares; 2025Q3: 24,457 shares; 2025Q4: 23,078 shares 23,078 $6.93M 0.29% -1,379 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: 14,124 shares; 2024Q4: 13,477 shares; 2025Q1: 12,743 shares; 2025Q2: 11,481 shares; 2025Q3: 11,280 shares; 2025Q4: 11,289 shares 11,289 $6.81M 0.29% +9 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: 18,298 shares; 2024Q4: 36,368 shares; 2025Q1: 34,576 shares; 2025Q2: 37,962 shares; 2025Q3: 36,529 shares; 2025Q4: 36,619 shares 36,619 $6.75M 0.28% +90 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: 26,094 shares; 2024Q4: 26,382 shares; 2025Q1: 25,732 shares; 2025Q2: 27,338 shares; 2025Q3: 27,051 shares; 2025Q4: 27,272 shares 27,272 $6.61M 0.28% +221 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: 235,470 shares; 2024Q4: 246,357 shares; 2025Q1: 260,291 shares; 2025Q2: 248,067 shares; 2025Q3: 254,263 shares; 2025Q4: 257,326 shares 257,326 $6.41M 0.27% +3,063 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: 34,927 shares; 2024Q4: 34,321 shares; 2025Q1: 33,575 shares; 2025Q2: 31,857 shares; 2025Q3: 31,053 shares; 2025Q4: 30,378 shares 30,378 $6.39M 0.27% -675 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: 64,037 shares; 2024Q4: 63,756 shares; 2025Q1: 64,000 shares; 2025Q2: 64,063 shares; 2025Q3: 64,591 shares; 2025Q4: 63,256 shares 63,256 $6.32M 0.27% -1,335 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,797 shares; 2024Q4: 82,513 shares; 2025Q1: 84,549 shares; 2025Q2: 87,993 shares; 2025Q3: 92,303 shares; 2025Q4: 94,172 shares 94,172 $6.26M 0.26% +1,869 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: 1,114 shares; 2024Q4: 1,157 shares; 2025Q1: 1,103 shares; 2025Q2: 1,122 shares; 2025Q3: 1,119 shares; 2025Q4: 1,142 shares 1,142 $6.12M 0.26% +23 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,070 shares; 2024Q4: 61,511 shares; 2025Q1: 67,094 shares; 2025Q2: 70,001 shares; 2025Q3: 84,063 shares; 2025Q4: 90,285 shares 90,285 $5.91M 0.25% +6,222 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: 15,692 shares; 2024Q4: 15,846 shares; 2025Q1: 15,884 shares; 2025Q2: 16,340 shares; 2025Q3: 16,478 shares; 2025Q4: 16,797 shares 16,797 $5.9M 0.25% +319 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,130 shares; 2024Q4: 28,130 shares; 2025Q1: 28,130 shares; 2025Q2: 26,130 shares; 2025Q3: 19,196 shares; 2025Q4: 19,196 shares 19,196 $5.88M 0.25% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,349 shares; 2024Q4: 38,282 shares; 2025Q1: 40,432 shares; 2025Q2: 42,033 shares; 2025Q3: 43,570 shares; 2025Q4: 44,906 shares 44,906 $5.86M 0.25% +1,336 Timeline DGRS 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: 137,444 shares; 2024Q4: 133,241 shares; 2025Q1: 128,374 shares; 2025Q2: 125,384 shares; 2025Q3: 118,078 shares; 2025Q4: 117,177 shares 117,177 $5.81M 0.24% -901 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: 6,348 shares; 2024Q4: 6,490 shares; 2025Q1: 6,366 shares; 2025Q2: 6,453 shares; 2025Q3: 6,433 shares; 2025Q4: 6,682 shares 6,682 $5.76M 0.24% +249 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,605 shares; 2024Q4: 53,982 shares; 2025Q1: 56,559 shares; 2025Q2: 58,122 shares; 2025Q3: 61,113 shares; 2025Q4: 64,204 shares 64,204 $5.71M 0.24% +3,091 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: 79,861 shares; 2024Q4: 81,920 shares; 2025Q1: 82,079 shares; 2025Q2: 84,162 shares; 2025Q3: 83,266 shares; 2025Q4: 85,068 shares 85,068 $5.7M 0.24% +1,802 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: 18,126 shares; 2024Q4: 18,508 shares; 2025Q1: 19,613 shares; 2025Q2: 20,444 shares; 2025Q3: 21,865 shares; 2025Q4: 22,715 shares 22,715 $5.61M 0.24% +850 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,062 shares; 2024Q4: 49,509 shares; 2025Q1: 51,096 shares; 2025Q2: 51,835 shares; 2025Q3: 54,595 shares; 2025Q4: 56,125 shares 56,125 $5.57M 0.23% +1,530 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: 83,424 shares; 2024Q4: 81,274 shares; 2025Q1: 80,707 shares; 2025Q2: 79,137 shares; 2025Q3: 72,090 shares; 2025Q4: 70,096 shares 70,096 $5.29M 0.22% -1,994 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: 77,174 shares; 2024Q4: 77,642 shares; 2025Q1: 80,387 shares; 2025Q2: 83,635 shares; 2025Q3: 83,861 shares; 2025Q4: 81,636 shares 81,636 $5.2M 0.22% -2,225 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: 8,089 shares; 2024Q4: 8,076 shares; 2025Q1: 8,802 shares; 2025Q2: 8,427 shares; 2025Q3: 8,826 shares; 2025Q4: 8,108 shares 8,108 $4.98M 0.21% -718 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: 13,917 shares; 2024Q4: 14,353 shares; 2025Q1: 16,652 shares; 2025Q2: 17,435 shares; 2025Q3: 19,893 shares; 2025Q4: 20,580 shares 20,580 $4.96M 0.21% +687 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: 35,019 shares; 2024Q4: 35,358 shares; 2025Q1: 34,966 shares; 2025Q2: 36,494 shares; 2025Q3: 36,886 shares; 2025Q4: 36,964 shares 36,964 $4.91M 0.21% +78 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: 13,045 shares; 2024Q4: 13,281 shares; 2025Q1: 13,218 shares; 2025Q2: 14,244 shares; 2025Q3: 14,234 shares; 2025Q4: 14,443 shares 14,443 $4.86M 0.2% +209 Timeline GSSC 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: 38,484 shares; 2024Q4: 41,301 shares; 2025Q1: 46,027 shares; 2025Q2: 48,556 shares; 2025Q3: 60,615 shares; 2025Q4: 64,162 shares 64,162 $4.85M 0.2% +3,547 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: not reported; 2024Q4: not reported; 2025Q1: 65,208 shares; 2025Q2: 67,262 shares; 2025Q3: 73,549 shares; 2025Q4: 75,750 shares 75,750 $4.79M 0.2% +2,201 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: 928 shares; 2024Q4: 813 shares; 2025Q1: 820 shares; 2025Q2: 706 shares; 2025Q3: 681 shares; 2025Q4: 14,468 shares 14,468 $4.78M 0.2% +13,787 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,282 shares; 2025Q3: 16,374 shares; 2025Q4: 17,441 shares 17,441 $4.76M 0.2% +1,067 Timeline VONG 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: 50,997 shares; 2024Q4: 47,890 shares; 2025Q1: 44,614 shares; 2025Q2: 43,466 shares; 2025Q3: 39,803 shares; 2025Q4: 38,530 shares 38,530 $4.69M 0.2% -1,273 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: 17,176 shares; 2024Q4: 16,925 shares; 2025Q1: 13,817 shares; 2025Q2: 13,246 shares; 2025Q3: 12,985 shares; 2025Q4: 12,487 shares 12,487 $4.66M 0.2% -498 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: 81,279 shares; 2024Q4: 92,348 shares; 2025Q1: 105,262 shares; 2025Q2: 110,511 shares; 2025Q3: 135,923 shares; 2025Q4: 141,634 shares 141,634 $4.61M 0.19% +5,711 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: 38,096 shares; 2024Q4: 39,479 shares; 2025Q1: 40,214 shares; 2025Q2: 43,776 shares; 2025Q3: 44,228 shares; 2025Q4: 46,104 shares 46,104 $4.61M 0.19% +1,876 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: 13,934 shares; 2024Q4: 15,496 shares; 2025Q1: 18,054 shares; 2025Q2: 20,830 shares; 2025Q3: 21,490 shares; 2025Q4: 21,488 shares 21,488 $4.6M 0.19% -2 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: 15,543 shares; 2024Q4: 15,872 shares; 2025Q1: 15,962 shares; 2025Q2: 16,492 shares; 2025Q3: 17,188 shares; 2025Q4: 17,360 shares 17,360 $4.6M 0.19% +172 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,957 shares; 2024Q4: 22,579 shares; 2025Q1: 22,727 shares; 2025Q2: 23,399 shares; 2025Q3: 23,369 shares; 2025Q4: 23,646 shares 23,646 $4.6M 0.19% +277 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,585 shares; 2024Q4: 144,616 shares; 2025Q1: 141,674 shares; 2025Q2: 134,766 shares; 2025Q3: 134,723 shares; 2025Q4: 136,783 shares 136,783 $4.46M 0.19% +2,060 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: 16,157 shares; 2024Q4: 16,303 shares; 2025Q1: 16,667 shares; 2025Q2: 17,602 shares; 2025Q3: 18,468 shares; 2025Q4: 18,470 shares 18,470 $4.27M 0.18% +2 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: 1,239 shares; 2024Q4: 10,929 shares; 2025Q1: 12,584 shares; 2025Q2: 14,161 shares; 2025Q3: 13,736 shares; 2025Q4: 13,789 shares 13,789 $4.25M 0.18% +53 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: 23,995 shares; 2024Q4: 24,644 shares; 2025Q1: 24,877 shares; 2025Q2: 25,968 shares; 2025Q3: 27,242 shares; 2025Q4: 27,591 shares 27,591 $4.17M 0.18% +349 Timeline DLN 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: 48,281 shares; 2024Q4: 48,302 shares; 2025Q1: 47,204 shares; 2025Q2: 46,995 shares; 2025Q3: 46,959 shares; 2025Q4: 46,301 shares 46,301 $4.08M 0.17% -658 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,150 shares; 2024Q4: 13,539 shares; 2025Q1: 14,123 shares; 2025Q2: 14,875 shares; 2025Q3: 15,376 shares; 2025Q4: 15,740 shares 15,740 $3.95M 0.17% +364 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: 61,884 shares; 2024Q4: 61,887 shares; 2025Q1: 61,887 shares; 2025Q2: 55,887 shares; 2025Q3: 55,887 shares; 2025Q4: 55,553 shares 55,553 $3.91M 0.16% -334 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,432 shares; 2024Q4: 92,471 shares; 2025Q1: 92,471 shares; 2025Q2: 92,519 shares; 2025Q3: 91,865 shares; 2025Q4: 91,540 shares 91,540 $3.76M 0.16% -325 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,104 shares; 2025Q4: 64,762 shares 64,762 $3.65M 0.15% +9,658 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,506 shares; 2024Q4: 30,170 shares; 2025Q1: 30,552 shares; 2025Q2: 34,255 shares; 2025Q3: 42,472 shares; 2025Q4: 42,401 shares 42,401 $3.6M 0.15% -71 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,032 shares; 2024Q4: 8,135 shares; 2025Q1: 8,329 shares; 2025Q2: 8,737 shares; 2025Q3: 9,186 shares; 2025Q4: 9,354 shares 9,354 $3.55M 0.15% +168 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: 11,029 shares; 2024Q4: 11,403 shares; 2025Q1: 11,785 shares; 2025Q2: 12,588 shares; 2025Q3: 13,057 shares; 2025Q4: 13,532 shares 13,532 $3.55M 0.15% +475 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,925 shares; 2024Q4: 50,261 shares; 2025Q1: 60,847 shares; 2025Q2: 62,427 shares; 2025Q3: 66,793 shares; 2025Q4: 69,451 shares 69,451 $3.49M 0.15% +2,658 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: 68,896 shares; 2024Q4: 69,957 shares; 2025Q1: 68,749 shares; 2025Q2: 66,215 shares; 2025Q3: 64,019 shares; 2025Q4: 64,862 shares 64,862 $3.49M 0.15% +843 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,508 shares; 2024Q4: 10,811 shares; 2025Q1: 11,053 shares; 2025Q2: 11,506 shares; 2025Q3: 11,938 shares; 2025Q4: 12,299 shares 12,299 $3.39M 0.14% +361 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: 14,249 shares; 2024Q4: 14,215 shares; 2025Q1: 15,100 shares; 2025Q2: 13,548 shares; 2025Q3: 13,389 shares; 2025Q4: 15,277 shares 15,277 $3.36M 0.14% +1,888 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,502 shares; 2024Q4: 2,645 shares; 2025Q1: 2,987 shares; 2025Q2: 3,223 shares; 2025Q3: 3,907 shares; 2025Q4: 21,004 shares 21,004 $3.22M 0.14% +17,097 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: 14,026 shares; 2024Q4: 13,913 shares; 2025Q1: 14,294 shares; 2025Q2: 14,421 shares; 2025Q3: 14,630 shares; 2025Q4: 15,161 shares 15,161 $3.21M 0.13% +531 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,927 shares; 2025Q4: 23,297 shares 23,297 $3.17M 0.13% +370 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: 3,270 shares; 2024Q4: 3,424 shares; 2025Q1: 3,220 shares; 2025Q2: 3,269 shares; 2025Q3: 3,268 shares; 2025Q4: 2,946 shares 2,946 $3.17M 0.13% -322 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,733 shares; 2024Q4: 11,377 shares; 2025Q1: 12,046 shares; 2025Q2: 12,619 shares; 2025Q3: 12,906 shares; 2025Q4: 13,207 shares 13,207 $2.95M 0.12% +301 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: 4,031 shares; 2024Q4: 3,956 shares; 2025Q1: 3,955 shares; 2025Q2: 3,879 shares; 2025Q3: 4,813 shares; 2025Q4: 4,688 shares 4,688 $2.94M 0.12% -125 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,178 shares; 2024Q4: 24,068 shares; 2025Q1: 24,353 shares; 2025Q2: 23,172 shares; 2025Q3: 22,225 shares; 2025Q4: 30,663 shares 30,663 $2.83M 0.12% +8,438 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: 20,066 shares; 2024Q4: 19,427 shares; 2025Q1: 18,599 shares; 2025Q2: 18,591 shares; 2025Q3: 18,300 shares; 2025Q4: 18,354 shares 18,354 $2.82M 0.12% +54 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,509 shares; 2024Q4: 9,945 shares; 2025Q1: 10,117 shares; 2025Q2: 10,868 shares; 2025Q3: 11,052 shares; 2025Q4: 10,866 shares 10,866 $2.77M 0.12% -186 Timeline VCSH 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: 49,849 shares; 2024Q4: 50,066 shares; 2025Q1: 48,951 shares; 2025Q2: 43,865 shares; 2025Q3: 41,932 shares; 2025Q4: 33,061 shares 33,061 $2.64M 0.11% -8,871 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,555 shares; 2024Q4: 9,844 shares; 2025Q1: 10,855 shares; 2025Q2: 11,745 shares; 2025Q3: 13,158 shares; 2025Q4: 13,489 shares 13,489 $2.62M 0.11% +331 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: 9,733 shares; 2024Q4: 9,675 shares; 2025Q1: 9,740 shares; 2025Q2: 9,680 shares; 2025Q3: 8,922 shares; 2025Q4: 8,751 shares 8,751 $2.54M 0.11% -171 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: 5,462 shares; 2024Q4: 5,502 shares; 2025Q1: 4,952 shares; 2025Q2: 5,007 shares; 2025Q3: 5,005 shares; 2025Q4: 4,936 shares 4,936 $2.48M 0.1% -69 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: 1,996 shares; 2024Q4: 1,996 shares; 2025Q1: 1,996 shares; 2025Q2: 1,996 shares; 2025Q3: 13,351 shares; 2025Q4: 14,692 shares 14,692 $2.38M 0.1% +1,341 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,334 shares; 2024Q4: 29,177 shares; 2025Q1: 31,813 shares; 2025Q2: 35,027 shares; 2025Q3: 37,401 shares; 2025Q4: 38,766 shares 38,766 $2.26M 0.1% +1,365 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,528 shares; 2024Q4: 6,854 shares; 2025Q1: 6,630 shares; 2025Q2: 6,424 shares; 2025Q3: 6,321 shares; 2025Q4: 6,265 shares 6,265 $2.16M 0.09% -56 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: not reported; 2024Q4: 17,509 shares; 2025Q1: 21,858 shares; 2025Q2: 23,362 shares; 2025Q3: 24,920 shares; 2025Q4: 25,488 shares 25,488 $2.08M 0.09% +568 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: 11,306 shares; 2024Q4: 9,218 shares; 2025Q1: 7,921 shares; 2025Q2: 7,353 shares; 2025Q3: 6,910 shares; 2025Q4: 6,839 shares 6,839 $2.03M 0.09% -71 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,393 shares; 2024Q4: 5,876 shares; 2025Q1: 7,041 shares; 2025Q2: 7,835 shares; 2025Q3: 8,806 shares; 2025Q4: 9,100 shares 9,100 $1.97M 0.08% +294 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: 3,855 shares; 2024Q4: 3,984 shares; 2025Q1: 4,165 shares; 2025Q2: 4,128 shares; 2025Q3: 4,239 shares; 2025Q4: 4,082 shares 4,082 $1.84M 0.08% -157 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: 76,416 shares; 2024Q4: 17,820 shares; 2025Q1: 15,474 shares; 2025Q2: 14,917 shares; 2025Q3: 14,013 shares; 2025Q4: 12,687 shares 12,687 $1.82M 0.08% -1,326 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,416 shares; 2025Q3: 24,416 shares; 2025Q4: 25,211 shares 25,211 $1.76M 0.07% +795 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,122 shares 13,122 $1.72M 0.07% new Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,660 shares; 2024Q4: 15,488 shares; 2025Q1: 15,488 shares; 2025Q2: 15,488 shares; 2025Q3: 15,488 shares; 2025Q4: 15,488 shares 15,488 $1.71M 0.07% 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: 25,530 shares; 2024Q4: 25,288 shares; 2025Q1: 25,339 shares; 2025Q2: 23,907 shares; 2025Q3: 23,504 shares; 2025Q4: 22,984 shares 22,984 $1.61M 0.07% -520 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: 17,875 shares; 2024Q4: 19,527 shares; 2025Q1: 17,673 shares; 2025Q2: 14,599 shares; 2025Q3: 14,155 shares; 2025Q4: 14,077 shares 14,077 $1.57M 0.07% -78 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 2 shares 2 $1.51M 0.06% +1 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: 16,476 shares; 2024Q4: 14,312 shares; 2025Q1: 13,554 shares; 2025Q2: 12,315 shares; 2025Q3: 11,280 shares; 2025Q4: 8,427 shares 8,427 $1.46M 0.06% -2,853 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 831 shares; 2025Q1: 835 shares; 2025Q2: 881 shares; 2025Q3: 860 shares; 2025Q4: 2,780 shares 2,780 $1.45M 0.06% +1,920 Timeline IUSB 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: 26,387 shares; 2024Q4: 26,065 shares; 2025Q1: 30,513 shares; 2025Q2: 31,474 shares; 2025Q3: 31,738 shares; 2025Q4: 31,212 shares 31,212 $1.45M 0.06% -526 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 15,659 shares; 2025Q4: 15,309 shares 15,309 $1.44M 0.06% -350 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: 17,780 shares; 2024Q4: 17,556 shares; 2025Q1: 17,556 shares; 2025Q2: 15,868 shares; 2025Q3: 14,396 shares; 2025Q4: 14,260 shares 14,260 $1.37M 0.06% -136 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares 25,000 $1.34M 0.06% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,973 shares; 2024Q4: 71,323 shares; 2025Q1: 80,626 shares; 2025Q2: 80,626 shares; 2025Q3: 80,626 shares; 2025Q4: 80,626 shares 80,626 $1.33M 0.06% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,129 shares; 2024Q4: 8,630 shares; 2025Q1: 8,631 shares; 2025Q2: 8,631 shares; 2025Q3: 8,483 shares; 2025Q4: 8,000 shares 8,000 $1.3M 0.05% -483 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: 38,432 shares; 2024Q4: 38,432 shares; 2025Q1: 38,432 shares; 2025Q2: 38,448 shares; 2025Q3: 38,432 shares; 2025Q4: 34,801 shares 34,801 $1.26M 0.05% -3,631 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: 2,853 shares; 2024Q4: 2,830 shares; 2025Q1: 2,626 shares; 2025Q2: 3,189 shares; 2025Q3: 2,956 shares; 2025Q4: 2,557 shares 2,557 $1.25M 0.05% -399 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,266 shares; 2024Q4: 115,527 shares; 2025Q1: 119,804 shares; 2025Q2: 121,076 shares; 2025Q3: 125,790 shares; 2025Q4: 25,298 shares 25,298 $1.18M 0.05% -100,492 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: 6,840 shares; 2024Q4: 7,111 shares; 2025Q1: 7,099 shares; 2025Q2: 6,855 shares; 2025Q3: 6,831 shares; 2025Q4: 6,832 shares 6,832 $1.05M 0.04% +1 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: 3,774 shares; 2024Q4: 7,164 shares; 2025Q1: 5,337 shares; 2025Q2: 11,097 shares; 2025Q3: 11,035 shares; 2025Q4: 11,001 shares 11,001 $1.03M 0.04% -34 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: 8,758 shares; 2024Q4: 8,589 shares; 2025Q1: 8,565 shares; 2025Q2: 8,557 shares; 2025Q3: 8,557 shares; 2025Q4: 8,522 shares 8,522 $1.02M 0.04% -35 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: 3,039 shares; 2024Q4: 3,003 shares; 2025Q1: 3,003 shares; 2025Q2: 2,944 shares; 2025Q3: 2,793 shares; 2025Q4: 2,754 shares 2,754 $1.02M 0.04% -39 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,497 shares; 2024Q4: 4,920 shares; 2025Q1: 4,840 shares; 2025Q2: 4,840 shares; 2025Q3: 8,868 shares; 2025Q4: 4,923 shares 4,923 $1.02M 0.04% -3,945 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,953 shares 2,953 $1.01M 0.04% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,332 shares; 2024Q4: 1,413 shares; 2025Q1: 1,470 shares; 2025Q2: 1,884 shares; 2025Q3: 1,984 shares; 2025Q4: 2,501 shares 2,501 $991K 0.04% +517 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: 6,285 shares; 2024Q4: 6,108 shares; 2025Q1: 6,031 shares; 2025Q2: 6,020 shares; 2025Q3: 6,030 shares; 2025Q4: 5,997 shares 5,997 $976K 0.04% -33 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,097 shares; 2024Q4: 7,097 shares; 2025Q1: 7,037 shares; 2025Q2: 7,037 shares; 2025Q3: 7,037 shares; 2025Q4: 7,037 shares 7,037 $964K 0.04% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,862 shares; 2024Q4: 4,918 shares; 2025Q1: 5,801 shares; 2025Q2: 5,999 shares; 2025Q3: 5,922 shares; 2025Q4: 5,910 shares 5,910 $961K 0.04% -12 Timeline 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: 18,842 shares; 2024Q4: 18,949 shares; 2025Q1: 18,917 shares; 2025Q2: 16,187 shares; 2025Q3: 15,813 shares; 2025Q4: 13,811 shares 13,811 $959K 0.04% -2,002 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: 3,637 shares; 2024Q4: 3,637 shares; 2025Q1: 4,405 shares; 2025Q2: 4,362 shares; 2025Q3: 4,368 shares; 2025Q4: 4,348 shares 4,348 $955K 0.04% -20 Timeline PIO 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: 21,331 shares; 2024Q4: 21,335 shares; 2025Q1: 21,335 shares; 2025Q2: 21,335 shares; 2025Q3: 21,335 shares; 2025Q4: 21,301 shares 21,301 $940K 0.04% -34 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,180 shares; 2024Q4: 20,653 shares; 2025Q1: 20,653 shares; 2025Q2: 18,953 shares; 2025Q3: 19,377 shares; 2025Q4: 21,830 shares 21,830 $935K 0.04% +2,453 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: 3,230 shares; 2024Q4: 3,230 shares; 2025Q1: 3,230 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 3,230 shares 3,230 $921K 0.04% 0 Timeline FDL 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: 20,540 shares; 2024Q4: 20,540 shares; 2025Q1: 20,540 shares; 2025Q2: 20,540 shares; 2025Q3: 20,540 shares; 2025Q4: 20,540 shares 20,540 $911K 0.04% 0 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: 11,230 shares; 2024Q4: 11,086 shares; 2025Q1: 13,331 shares; 2025Q2: 13,326 shares; 2025Q3: 15,220 shares; 2025Q4: 12,229 shares 12,229 $906K 0.04% -2,991 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,433 shares; 2025Q2: 7,014 shares; 2025Q3: 7,002 shares; 2025Q4: 7,000 shares 7,000 $892K 0.04% -2 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,170 shares; 2024Q4: 6,706 shares; 2025Q1: 10,209 shares; 2025Q2: 10,083 shares; 2025Q3: 7,377 shares; 2025Q4: 7,195 shares 7,195 $883K 0.04% -182 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: not reported; 2024Q4: 2,913 shares; 2025Q1: 1,514 shares; 2025Q2: 1,552 shares; 2025Q3: 1,564 shares; 2025Q4: 1,533 shares 1,533 $878K 0.04% -31 Timeline IWS 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: 6,400 shares; 2024Q4: 6,171 shares; 2025Q1: 6,171 shares; 2025Q2: 6,171 shares; 2025Q3: 6,171 shares; 2025Q4: 6,171 shares 6,171 $870K 0.04% 0 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: 9,312 shares; 2024Q4: 9,504 shares; 2025Q1: 9,585 shares; 2025Q2: 9,467 shares; 2025Q3: 10,429 shares; 2025Q4: 9,336 shares 9,336 $870K 0.04% -1,093 Timeline TFI 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: 20,500 shares; 2024Q4: 20,500 shares; 2025Q1: 20,500 shares; 2025Q2: 20,500 shares; 2025Q3: 20,284 shares; 2025Q4: 18,686 shares 18,686 $854K 0.04% -1,598 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,948 shares; 2024Q4: 15,948 shares; 2025Q1: 15,948 shares; 2025Q2: 15,948 shares; 2025Q3: 15,948 shares; 2025Q4: 15,948 shares 15,948 $851K 0.04% 0 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: 4,864 shares; 2024Q4: 4,867 shares; 2025Q1: 4,616 shares; 2025Q2: 4,494 shares; 2025Q3: 4,429 shares; 2025Q4: 4,322 shares 4,322 $825K 0.03% -107 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: 7,877 shares; 2024Q4: 7,991 shares; 2025Q1: 7,991 shares; 2025Q2: 7,627 shares; 2025Q3: 8,227 shares; 2025Q4: 7,624 shares 7,624 $813K 0.03% -603 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: 2,769 shares; 2024Q4: 2,798 shares; 2025Q1: 2,641 shares; 2025Q2: 2,541 shares; 2025Q3: 2,522 shares; 2025Q4: 2,543 shares 2,543 $810K 0.03% +21 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: 4,125 shares; 2024Q4: 4,129 shares; 2025Q1: 4,333 shares; 2025Q2: 4,083 shares; 2025Q3: 3,557 shares; 2025Q4: 3,098 shares 3,098 $797K 0.03% -459 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: 10,090 shares; 2024Q4: 10,121 shares; 2025Q1: 10,160 shares; 2025Q2: 20,277 shares; 2025Q3: 19,381 shares; 2025Q4: 19,349 shares 19,349 $776K 0.03% -32 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,740 shares; 2024Q4: 14,740 shares; 2025Q1: 14,740 shares; 2025Q2: 14,740 shares; 2025Q3: 14,740 shares; 2025Q4: 14,740 shares 14,740 $773K 0.03% 0 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: 1,372 shares; 2024Q4: 1,372 shares; 2025Q1: 1,351 shares; 2025Q2: 1,351 shares; 2025Q3: 1,339 shares; 2025Q4: 1,333 shares 1,333 $772K 0.03% -6 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: 43,625 shares; 2024Q4: 39,247 shares; 2025Q1: 36,667 shares; 2025Q2: 38,629 shares; 2025Q3: 32,731 shares; 2025Q4: 31,089 shares 31,089 $772K 0.03% -1,642 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 4,215 shares; 2025Q1: 4,111 shares; 2025Q2: 4,059 shares; 2025Q3: 4,092 shares; 2025Q4: 3,592 shares 3,592 $761K 0.03% -500 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: 5,712 shares; 2024Q4: 5,364 shares; 2025Q1: 13,582 shares; 2025Q2: 13,493 shares; 2025Q3: 13,268 shares; 2025Q4: 13,198 shares 13,198 $761K 0.03% -70 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: 4,025 shares; 2024Q4: 4,025 shares; 2025Q1: 4,079 shares; 2025Q2: 3,723 shares; 2025Q3: 3,780 shares; 2025Q4: 3,652 shares 3,652 $760K 0.03% -128 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: 3,439 shares; 2024Q4: 3,381 shares; 2025Q1: 3,378 shares; 2025Q2: 3,295 shares; 2025Q3: 3,153 shares; 2025Q4: 3,054 shares 3,054 $752K 0.03% -99 Timeline IWO 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: 2,454 shares; 2024Q4: 2,454 shares; 2025Q1: 2,448 shares; 2025Q2: 2,441 shares; 2025Q3: 2,319 shares; 2025Q4: 2,319 shares 2,319 $749K 0.03% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,059 shares; 2024Q4: 29,059 shares; 2025Q1: 29,059 shares; 2025Q2: 29,059 shares; 2025Q3: 29,061 shares; 2025Q4: 29,059 shares 29,059 $711K 0.03% -2 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,408 shares; 2024Q4: 3,394 shares; 2025Q1: 3,394 shares; 2025Q2: 3,394 shares; 2025Q3: 3,267 shares; 2025Q4: 3,260 shares 3,260 $691K 0.03% -7 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,717 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,530 shares; 2025Q3: 3,617 shares; 2025Q4: 3,406 shares 3,406 $685K 0.03% -211 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,571 shares; 2024Q4: 2,628 shares; 2025Q1: 2,640 shares; 2025Q2: 2,615 shares; 2025Q3: 2,623 shares; 2025Q4: 2,617 shares 2,617 $677K 0.03% -6 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,543 shares; 2024Q4: 27,316 shares; 2025Q1: 40,163 shares; 2025Q2: 39,131 shares; 2025Q3: 39,131 shares; 2025Q4: 32,708 shares 32,708 $663K 0.03% -6,423 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: 5,218 shares; 2024Q4: 5,583 shares; 2025Q1: 5,178 shares; 2025Q2: 5,090 shares; 2025Q3: 5,096 shares; 2025Q4: 5,090 shares 5,090 $657K 0.03% -6 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,132 shares; 2024Q4: 6,143 shares; 2025Q1: 6,143 shares; 2025Q2: 6,143 shares; 2025Q3: 6,143 shares; 2025Q4: 6,143 shares 6,143 $655K 0.03% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY 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: 16,915 shares; 2025Q2: 16,915 shares; 2025Q3: 16,497 shares; 2025Q4: 16,475 shares 16,475 $632K 0.03% -22 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,149 shares; 2024Q4: 10,665 shares; 2025Q1: 10,022 shares; 2025Q2: 10,012 shares; 2025Q3: 8,516 shares; 2025Q4: 8,512 shares 8,512 $626K 0.03% -4 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,239 shares; 2025Q2: 5,159 shares; 2025Q3: 5,166 shares; 2025Q4: 5,566 shares 5,566 $622K 0.03% +400 Timeline VTWO 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: 7,575 shares; 2024Q4: 7,533 shares; 2025Q1: 7,228 shares; 2025Q2: 7,117 shares; 2025Q3: 6,304 shares; 2025Q4: 6,189 shares 6,189 $616K 0.03% -115 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,346 shares; 2024Q4: 10,255 shares; 2025Q1: 12,013 shares; 2025Q2: 12,068 shares; 2025Q3: 12,062 shares; 2025Q4: 12,452 shares 12,452 $596K 0.03% +390 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,934 shares; 2024Q4: 2,937 shares; 2025Q1: 2,965 shares; 2025Q2: 2,895 shares; 2025Q3: 2,738 shares; 2025Q4: 2,292 shares 2,292 $591K 0.02% -446 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,081 shares; 2025Q1: 1,081 shares; 2025Q2: 1,081 shares; 2025Q3: 1,051 shares; 2025Q4: 1,043 shares 1,043 $575K 0.02% -8 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,201 shares; 2025Q3: 3,237 shares; 2025Q4: 3,201 shares 3,201 $569K 0.02% -36 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: 7,207 shares; 2024Q4: 7,186 shares; 2025Q1: 6,487 shares; 2025Q2: 7,186 shares; 2025Q3: 7,986 shares; 2025Q4: 7,751 shares 7,751 $555K 0.02% -235 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,251 shares; 2024Q4: 10,955 shares; 2025Q1: 10,875 shares; 2025Q2: 8,309 shares; 2025Q3: 8,228 shares; 2025Q4: 6,320 shares 6,320 $551K 0.02% -1,908 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: 4,257 shares; 2024Q4: 4,257 shares; 2025Q1: 3,526 shares; 2025Q2: 3,526 shares; 2025Q3: 3,526 shares; 2025Q4: 3,277 shares 3,277 $550K 0.02% -249 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,530 shares; 2024Q4: 7,340 shares; 2025Q1: 7,414 shares; 2025Q2: 6,430 shares; 2025Q3: 6,430 shares; 2025Q4: 6,382 shares 6,382 $540K 0.02% -48 Timeline MOO 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: 8,564 shares; 2024Q4: 8,600 shares; 2025Q1: 8,600 shares; 2025Q2: 8,600 shares; 2025Q3: 8,600 shares; 2025Q4: 7,400 shares 7,400 $539K 0.02% -1,200 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,656 shares; 2024Q4: 2,656 shares; 2025Q1: 2,656 shares; 2025Q2: 2,781 shares; 2025Q3: 2,956 shares; 2025Q4: 2,818 shares 2,818 $520K 0.02% -138 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,712 shares; 2024Q4: 22,712 shares; 2025Q1: 22,712 shares; 2025Q2: 22,712 shares; 2025Q3: 22,712 shares; 2025Q4: 16,712 shares 16,712 $517K 0.02% -6,000 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,889 shares; 2024Q4: 55,889 shares; 2025Q1: 55,889 shares; 2025Q2: 55,889 shares; 2025Q3: 55,889 shares; 2025Q4: 25,889 shares 25,889 $514K 0.02% -30,000 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: 196,919 shares; 2024Q4: 150,608 shares; 2025Q1: 154,338 shares; 2025Q2: 38,579 shares; 2025Q3: 26,641 shares; 2025Q4: 16,997 shares 16,997 $508K 0.02% -9,644 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: 1,880 shares; 2024Q4: 1,846 shares; 2025Q1: 1,719 shares; 2025Q2: 1,554 shares; 2025Q3: 1,562 shares; 2025Q4: 1,554 shares 1,554 $485K 0.02% -8 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: 1,638 shares; 2024Q4: 1,638 shares; 2025Q1: 1,137 shares; 2025Q2: 1,002 shares; 2025Q3: not reported; 2025Q4: 3,364 shares 3,364 $484K 0.02% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,550 shares; 2024Q4: 11,550 shares; 2025Q1: 12,068 shares; 2025Q2: 12,068 shares; 2025Q3: 12,068 shares; 2025Q4: 12,068 shares 12,068 $477K 0.02% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,080 shares; 2024Q4: 2,080 shares; 2025Q1: 2,080 shares; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares; 2025Q4: 2,080 shares 2,080 $467K 0.02% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,042 shares; 2024Q4: 14,777 shares; 2025Q1: 14,908 shares; 2025Q2: 13,604 shares; 2025Q3: 12,601 shares; 2025Q4: 11,416 shares 11,416 $459K 0.02% -1,185 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,810 shares; 2025Q3: 1,659 shares; 2025Q4: 1,620 shares 1,620 $446K 0.02% -39 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: 8,325 shares; 2024Q4: 8,248 shares; 2025Q1: 7,456 shares; 2025Q2: 6,123 shares; 2025Q3: 5,747 shares; 2025Q4: 5,264 shares 5,264 $443K 0.02% -483 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,056 shares; 2024Q4: 2,056 shares; 2025Q1: 2,002 shares; 2025Q2: 1,875 shares; 2025Q3: 1,844 shares; 2025Q4: 1,692 shares 1,692 $439K 0.02% -152 Timeline BSV 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: 4,388 shares; 2024Q4: 4,395 shares; 2025Q1: 5,316 shares; 2025Q2: 5,499 shares; 2025Q3: 5,709 shares; 2025Q4: 5,552 shares 5,552 $438K 0.02% -157 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,831 shares; 2024Q4: 11,831 shares; 2025Q1: 15,245 shares; 2025Q2: 11,448 shares; 2025Q3: 10,906 shares; 2025Q4: 10,523 shares 10,523 $435K 0.02% -383 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: 1,334 shares; 2024Q4: 1,375 shares; 2025Q1: 1,366 shares; 2025Q2: 1,331 shares; 2025Q3: 1,187 shares; 2025Q4: 1,062 shares 1,062 $411K 0.02% -125 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,111 shares; 2024Q4: 19,111 shares; 2025Q1: 17,111 shares; 2025Q2: 17,111 shares; 2025Q3: 17,111 shares; 2025Q4: 17,111 shares 17,111 $406K 0.02% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,033 shares; 2025Q2: 5,020 shares; 2025Q3: 4,969 shares; 2025Q4: 4,757 shares 4,757 $395K 0.02% -212 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: 9,799 shares; 2024Q4: 9,772 shares; 2025Q1: 9,477 shares; 2025Q2: 9,369 shares; 2025Q3: 9,358 shares; 2025Q4: 7,236 shares 7,236 $390K 0.02% -2,122 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 529 shares; 2025Q3: 541 shares; 2025Q4: 4,150 shares 4,150 $389K 0.02% +3,609 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $389K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,105 shares; 2025Q1: 1,082 shares; 2025Q2: 747 shares; 2025Q3: 999 shares; 2025Q4: 909 shares 909 $388K 0.02% -90 Timeline STXF 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: 8,690 shares; 2025Q3: 8,690 shares; 2025Q4: 8,690 shares 8,690 $383K 0.02% 0 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: 5,880 shares; 2024Q4: 5,880 shares; 2025Q1: 5,880 shares; 2025Q2: 5,880 shares; 2025Q3: 5,886 shares; 2025Q4: 5,880 shares 5,880 $382K 0.02% -6 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: 521 shares; 2024Q4: 505 shares; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 505 shares 505 $381K 0.02% +1 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: 2,837 shares; 2024Q4: 2,837 shares; 2025Q1: 3,261 shares; 2025Q2: 3,124 shares; 2025Q3: 3,160 shares; 2025Q4: 3,240 shares 3,240 $376K 0.02% +80 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 911 shares 911 $376K 0.02% new 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: 7,785 shares; 2024Q4: 8,026 shares; 2025Q1: 8,048 shares; 2025Q2: 7,557 shares; 2025Q3: 7,386 shares; 2025Q4: 7,397 shares 7,397 $374K 0.02% +11 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,447 shares; 2024Q4: 23,714 shares; 2025Q1: 19,080 shares; 2025Q2: 16,216 shares; 2025Q3: 16,348 shares; 2025Q4: 16,398 shares 16,398 $371K 0.02% +50 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: 4,110 shares; 2024Q4: 4,110 shares; 2025Q1: 4,110 shares; 2025Q2: 3,955 shares; 2025Q3: 3,794 shares; 2025Q4: 3,794 shares 3,794 $368K 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: 816 shares; 2024Q4: 821 shares; 2025Q1: 834 shares; 2025Q2: 1,108 shares; 2025Q3: 1,089 shares; 2025Q4: 787 shares 787 $366K 0.02% -302 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 695 shares; 2024Q4: 793 shares; 2025Q1: 793 shares; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 695 shares 695 $355K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,151 shares; 2024Q4: 12,133 shares; 2025Q1: 10,869 shares; 2025Q2: 7,595 shares; 2025Q3: 7,347 shares; 2025Q4: 5,956 shares 5,956 $349K 0.01% -1,391 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $336K 0.01% 0 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares 20,000 $330K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,281 shares; 2024Q4: 3,941 shares; 2025Q1: 3,984 shares; 2025Q2: 3,817 shares; 2025Q3: 3,851 shares; 2025Q4: 3,312 shares 3,312 $324K 0.01% -539 Timeline IWN 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: 2,181 shares; 2024Q4: 2,001 shares; 2025Q1: 1,993 shares; 2025Q2: 1,840 shares; 2025Q3: 1,785 shares; 2025Q4: 1,785 shares 1,785 $323K 0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,555 shares; 2025Q1: 1,761 shares; 2025Q2: 912 shares; 2025Q3: 912 shares; 2025Q4: 912 shares 912 $322K 0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 1,585 shares; 2025Q1: 1,603 shares; 2025Q2: 1,323 shares; 2025Q3: 1,318 shares; 2025Q4: 1,318 shares 1,318 $320K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 894 shares; 2024Q4: 894 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 904 shares; 2025Q4: 894 shares 894 $316K 0.01% -10 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: 3,527 shares; 2024Q4: 3,497 shares; 2025Q1: 3,472 shares; 2025Q2: 3,467 shares; 2025Q3: 3,743 shares; 2025Q4: 3,467 shares 3,467 $307K 0.01% -276 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,870 shares; 2024Q4: 10,882 shares; 2025Q1: 10,215 shares; 2025Q2: 10,398 shares; 2025Q3: 8,990 shares; 2025Q4: 7,932 shares 7,932 $304K 0.01% -1,058 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: 7,232 shares; 2024Q4: 7,315 shares; 2025Q1: 7,315 shares; 2025Q2: 6,957 shares; 2025Q3: 6,805 shares; 2025Q4: 6,805 shares 6,805 $302K 0.01% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,020 shares; 2024Q4: 5,020 shares; 2025Q1: 5,020 shares; 2025Q2: 5,020 shares; 2025Q3: 5,020 shares; 2025Q4: 5,020 shares 5,020 $299K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 1,884 shares; 2025Q1: 1,886 shares; 2025Q2: 1,886 shares; 2025Q3: 1,966 shares; 2025Q4: 1,966 shares 1,966 $292K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 1,719 shares; 2025Q1: 1,629 shares; 2025Q2: 1,428 shares; 2025Q3: 1,400 shares; 2025Q4: 1,336 shares 1,336 $290K 0.01% -64 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: not reported; 2024Q4: 1,136 shares; 2025Q1: not reported; 2025Q2: 911 shares; 2025Q3: 982 shares; 2025Q4: 951 shares 951 $289K 0.01% -31 Timeline SCZ 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: 3,867 shares; 2024Q4: 3,939 shares; 2025Q1: 3,836 shares; 2025Q2: 3,479 shares; 2025Q3: 3,479 shares; 2025Q4: 3,724 shares 3,724 $289K 0.01% +245 Timeline ESML 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: 6,137 shares; 2025Q1: 6,137 shares; 2025Q2: 6,137 shares; 2025Q3: 6,137 shares; 2025Q4: 6,137 shares 6,137 $282K 0.01% 0 Timeline JCPB 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: 5,579 shares; 2024Q4: 5,579 shares; 2025Q1: 8,184 shares; 2025Q2: 7,709 shares; 2025Q3: 6,085 shares; 2025Q4: 5,847 shares 5,847 $277K 0.01% -238 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,253 shares; 2025Q3: 3,253 shares; 2025Q4: 3,253 shares 3,253 $272K 0.01% 0 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,077 shares; 2024Q4: 4,077 shares; 2025Q1: 4,077 shares; 2025Q2: 4,077 shares; 2025Q3: 4,077 shares; 2025Q4: 4,077 shares 4,077 $271K 0.01% 0 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: 5,288 shares; 2024Q4: 5,344 shares; 2025Q1: 5,362 shares; 2025Q2: 5,332 shares; 2025Q3: 5,344 shares; 2025Q4: 2,400 shares 2,400 $269K 0.01% -2,944 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,569 shares; 2024Q4: 2,569 shares; 2025Q1: 2,569 shares; 2025Q2: 2,661 shares; 2025Q3: 2,661 shares; 2025Q4: 2,666 shares 2,666 $268K 0.01% +5 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 468 shares; 2025Q2: 470 shares; 2025Q3: 472 shares; 2025Q4: 468 shares 468 $267K 0.01% -4 Timeline ICF 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: 4,410 shares; 2024Q4: 4,410 shares; 2025Q1: 4,410 shares; 2025Q2: 4,410 shares; 2025Q3: 4,410 shares; 2025Q4: 4,410 shares 4,410 $263K 0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,001 shares; 2025Q3: 1,020 shares; 2025Q4: 1,000 shares 1,000 $256K 0.01% -20 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 3,972 shares 3,972 $256K 0.01% new Timeline QEFA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,784 shares 2,784 $252K 0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 385 shares; 2025Q1: 400 shares; 2025Q2: 380 shares; 2025Q3: 387 shares; 2025Q4: 379 shares 379 $251K 0.01% -8 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 829 shares; 2025Q1: 829 shares; 2025Q2: 829 shares; 2025Q3: 829 shares; 2025Q4: 829 shares 829 $250K 0.01% 0 Timeline SPYM 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: 3,318 shares; 2024Q4: 3,318 shares; 2025Q1: 3,245 shares; 2025Q2: 3,245 shares; 2025Q3: 3,056 shares; 2025Q4: 3,056 shares 3,056 $245K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,918 shares; 2025Q4: 1,513 shares 1,513 $244K 0.01% -405 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: 1,901 shares; 2024Q4: 1,836 shares; 2025Q1: 1,389 shares; 2025Q2: 1,499 shares; 2025Q3: 1,500 shares; 2025Q4: 1,513 shares 1,513 $242K 0.01% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,655 shares; 2025Q4: 4,363 shares 4,363 $239K 0.01% -292 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 942 shares 942 $236K 0.01% new Timeline SHM 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: 4,909 shares; 2024Q4: 4,909 shares; 2025Q1: 4,909 shares; 2025Q2: 4,909 shares; 2025Q3: 4,909 shares; 2025Q4: 4,909 shares 4,909 $236K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,953 shares; 2024Q4: 14,484 shares; 2025Q1: 14,810 shares; 2025Q2: 14,665 shares; 2025Q3: 14,116 shares; 2025Q4: 9,763 shares 9,763 $235K 0.01% -4,353 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: 896 shares; 2024Q4: 896 shares; 2025Q1: 855 shares; 2025Q2: 818 shares; 2025Q3: 804 shares; 2025Q4: 800 shares 800 $232K 0.01% -4 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,017 shares; 2025Q4: 1,017 shares 1,017 $231K 0.01% 0 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: 4,152 shares; 2024Q4: 4,152 shares; 2025Q1: 4,152 shares; 2025Q2: not reported; 2025Q3: 1,901 shares; 2025Q4: 2,127 shares 2,127 $228K 0.01% +226 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP 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: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 3,754 shares 3,754 $227K 0.01% -1,246 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 508 shares; 2025Q4: 508 shares 508 $226K 0.01% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,042 shares; 2025Q1: 2,046 shares; 2025Q2: 2,046 shares; 2025Q3: 2,046 shares; 2025Q4: 2,046 shares 2,046 $225K 0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 606 shares 606 $218K 0.01% new 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: 3,190 shares; 2024Q4: not reported; 2025Q1: 3,058 shares; 2025Q2: 3,083 shares; 2025Q3: 2,934 shares; 2025Q4: 2,934 shares 2,934 $216K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares 1,715 $211K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 3,176 shares 3,176 $208K 0.01% new Timeline VHT 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: 919 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 714 shares 714 $206K 0.01% new 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: 12,098 shares; 2024Q4: 12,609 shares; 2025Q1: 13,294 shares; 2025Q2: 14,362 shares; 2025Q3: 12,538 shares; 2025Q4: 1,467 shares 1,467 $202K 0.01% -11,071 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,410 shares; 2024Q4: 129,964 shares; 2025Q1: 136,734 shares; 2025Q2: 144,257 shares; 2025Q3: 15,563 shares; 2025Q4: 8,642 shares 8,642 $202K 0.01% -6,921 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: 2,614 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,591 shares; 2025Q3: 2,566 shares; 2025Q4: 2,251 shares 2,251 $201K 0.01% -315 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL 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: 14,550 shares 14,550 $99.2K <0.01% new Timeline REI RING ENERGY INC More: the full row for RING ENERGY 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: 92,272 shares 92,272 $80.3K <0.01% new Timeline SER SERINA THERAPEUTICS INC More: the full row for SERINA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,800 shares; 2025Q4: 18,800 shares 18,800 $36K <0.01% 0 Timeline