IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,055 shares; 2024Q4: 239,949 shares; 2025Q1: 249,484 shares; 2025Q2: 257,785 shares; 2025Q3: 267,725 shares 267,725 $179M 9.22% +9,940 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,020 shares; 2024Q4: 79,920 shares; 2025Q1: 76,970 shares; 2025Q2: 498,695 shares; 2025Q3: 710,695 shares 710,695 $98.2M 5.05% +212,000 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,777 shares; 2024Q4: 301,630 shares; 2025Q1: 284,358 shares; 2025Q2: 281,425 shares; 2025Q3: 278,991 shares 278,991 $71M 3.65% -2,434 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,116 shares; 2024Q4: 139,394 shares; 2025Q1: 135,539 shares; 2025Q2: 135,211 shares; 2025Q3: 136,450 shares 136,450 $70.7M 3.64% +1,239 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,427 shares; 2024Q4: 576,956 shares; 2025Q1: 582,979 shares; 2025Q2: 611,758 shares; 2025Q3: 654,932 shares 654,932 $54.1M 2.78% +43,174 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,215 shares; 2024Q4: 667,945 shares; 2025Q1: 704,791 shares; 2025Q2: 769,257 shares; 2025Q3: 811,858 shares 811,858 $48.6M 2.5% +42,601 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,167 shares; 2024Q4: 145,538 shares; 2025Q1: 145,475 shares; 2025Q2: 143,416 shares; 2025Q3: 139,061 shares 139,061 $43.9M 2.26% -4,355 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,709 shares; 2024Q4: 175,558 shares; 2025Q1: 171,297 shares; 2025Q2: 169,916 shares; 2025Q3: 142,160 shares 142,160 $40M 2.06% -27,756 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638,353 shares; 2024Q4: 627,044 shares; 2025Q1: 614,400 shares; 2025Q2: 606,403 shares; 2025Q3: 587,457 shares 587,457 $38.3M 1.97% -18,946 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,124 shares; 2024Q4: 128,869 shares; 2025Q1: 138,055 shares; 2025Q2: 138,512 shares; 2025Q3: 157,393 shares 157,393 $38.3M 1.97% +18,881 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,492 shares; 2024Q4: 154,558 shares; 2025Q1: 175,675 shares; 2025Q2: 541,281 shares; 2025Q3: 378,887 shares 378,887 $38M 1.95% -162,394 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,451 shares; 2024Q4: 182,599 shares; 2025Q1: 189,157 shares; 2025Q2: 187,725 shares; 2025Q3: 198,305 shares 198,305 $37M 1.9% +10,580 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,865 shares; 2024Q4: 140,756 shares; 2025Q1: 138,870 shares; 2025Q2: 138,356 shares; 2025Q3: 139,030 shares 139,030 $30.5M 1.57% +674 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,364 shares; 2024Q4: 211,482 shares; 2025Q1: 217,514 shares; 2025Q2: 229,502 shares; 2025Q3: 239,666 shares 239,666 $28.5M 1.47% +10,164 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,506 shares; 2024Q4: 382,070 shares; 2025Q1: 385,708 shares; 2025Q2: 394,729 shares; 2025Q3: 412,255 shares 412,255 $27.2M 1.4% +17,526 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,962 shares; 2024Q4: 80,554 shares; 2025Q1: 80,046 shares; 2025Q2: 79,299 shares; 2025Q3: 78,576 shares 78,576 $25.9M 1.33% -723 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,119 shares; 2024Q4: 37,777 shares; 2025Q1: 34,635 shares; 2025Q2: 34,326 shares; 2025Q3: 34,785 shares 34,785 $25.5M 1.31% +459 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,819 shares; 2024Q4: 1,021,444 shares; 2025Q1: 871,427 shares; 2025Q2: 962,323 shares; 2025Q3: 968,670 shares 968,670 $25.5M 1.31% +6,347 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,459 shares; 2024Q4: 22,466 shares; 2025Q1: 22,370 shares; 2025Q2: 22,462 shares; 2025Q3: 36,566 shares 36,566 $24.4M 1.25% +14,104 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,681 shares; 2024Q4: 193,273 shares; 2025Q1: 195,020 shares; 2025Q2: 197,532 shares; 2025Q3: 201,572 shares 201,572 $22.7M 1.17% +4,040 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,850 shares; 2024Q4: 30,355 shares; 2025Q1: 31,595 shares; 2025Q2: 30,483 shares; 2025Q3: 29,978 shares 29,978 $22.4M 1.15% -505 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,983 shares; 2024Q4: 122,966 shares; 2025Q1: 126,289 shares; 2025Q2: 125,871 shares; 2025Q3: 129,574 shares 129,574 $20.1M 1.04% +3,703 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,906 shares; 2024Q4: 111,157 shares; 2025Q1: 108,324 shares; 2025Q2: 107,279 shares; 2025Q3: 104,541 shares 104,541 $19.8M 1.02% -2,738 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,280 shares; 2024Q4: 81,127 shares; 2025Q1: 75,152 shares; 2025Q2: 79,263 shares; 2025Q3: 79,306 shares 79,306 $19.3M 0.99% +43 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,477 shares; 2024Q4: 59,010 shares; 2025Q1: 58,203 shares; 2025Q2: 60,881 shares; 2025Q3: 63,103 shares 63,103 $19M 0.98% +2,222 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,652 shares; 2024Q4: 51,792 shares; 2025Q1: 51,081 shares; 2025Q2: 49,061 shares; 2025Q3: 49,087 shares 49,087 $18.4M 0.95% +26 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,687 shares; 2024Q4: 264,350 shares; 2025Q1: 263,843 shares; 2025Q2: 263,520 shares; 2025Q3: 268,046 shares 268,046 $18.3M 0.94% +4,526 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,618 shares; 2024Q4: 206,717 shares; 2025Q1: 204,650 shares; 2025Q2: 199,087 shares; 2025Q3: 198,340 shares 198,340 $17.3M 0.89% -747 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 479,808 shares; 2025Q3: 545,058 shares 545,058 $17M 0.88% +65,250 Timeline VUSB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,673 shares; 2024Q4: 255,324 shares; 2025Q1: 276,248 shares; 2025Q2: 307,248 shares; 2025Q3: 338,149 shares 338,149 $16.9M 0.87% +30,901 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,830 shares; 2024Q4: 226,969 shares; 2025Q1: 238,929 shares; 2025Q2: 257,776 shares; 2025Q3: 284,791 shares 284,791 $16.8M 0.86% +27,015 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,565 shares; 2024Q4: 21,299 shares; 2025Q1: 21,018 shares; 2025Q2: 20,729 shares; 2025Q3: 20,829 shares 20,829 $16.6M 0.85% +100 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,712 shares; 2024Q4: 35,894 shares; 2025Q1: 34,778 shares; 2025Q2: 33,641 shares; 2025Q3: 33,764 shares 33,764 $16.6M 0.85% +123 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,063 shares; 2025Q1: 3,101 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares 2,922 $15.8M 0.81% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,388 shares; 2024Q4: 542,972 shares; 2025Q1: 536,713 shares; 2025Q2: 497,507 shares; 2025Q3: 493,147 shares 493,147 $15.7M 0.81% -4,360 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,979 shares; 2024Q4: 31,225 shares; 2025Q1: 31,142 shares; 2025Q2: 30,087 shares; 2025Q3: 31,870 shares 31,870 $15.5M 0.8% +1,783 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,062 shares; 2024Q4: 109,674 shares; 2025Q1: 108,964 shares; 2025Q2: 107,742 shares; 2025Q3: 105,710 shares 105,710 $15.3M 0.79% -2,032 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,031 shares; 2024Q4: 69,895 shares; 2025Q1: 70,045 shares; 2025Q2: 129,437 shares; 2025Q3: 130,398 shares 130,398 $15M 0.77% +961 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,557 shares; 2024Q4: 101,148 shares; 2025Q1: 85,116 shares; 2025Q2: 82,672 shares; 2025Q3: 84,892 shares 84,892 $14.2M 0.73% +2,220 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,203 shares; 2024Q4: 88,392 shares; 2025Q1: 89,626 shares; 2025Q2: 88,439 shares; 2025Q3: 88,716 shares 88,716 $14.1M 0.73% +277 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,427 shares; 2024Q4: 176,428 shares; 2025Q1: 183,104 shares; 2025Q2: 197,329 shares; 2025Q3: 225,093 shares 225,093 $13.5M 0.7% +27,764 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,631 shares; 2024Q4: 39,739 shares; 2025Q1: 39,630 shares; 2025Q2: 39,389 shares; 2025Q3: 39,512 shares 39,512 $13.5M 0.69% +123 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,019 shares; 2024Q4: 83,423 shares; 2025Q1: 83,553 shares; 2025Q2: 82,023 shares; 2025Q3: 81,963 shares 81,963 $12.6M 0.65% -60 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,440 shares; 2024Q4: 56,076 shares; 2025Q1: 59,934 shares; 2025Q2: 59,768 shares; 2025Q3: 60,916 shares 60,916 $12.5M 0.64% +1,148 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,461 shares; 2024Q4: 117,029 shares; 2025Q1: 118,311 shares; 2025Q2: 118,644 shares; 2025Q3: 114,745 shares 114,745 $12.3M 0.63% -3,899 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,715 shares; 2024Q4: 87,755 shares; 2025Q1: 97,091 shares; 2025Q2: 95,768 shares; 2025Q3: 98,583 shares 98,583 $12.2M 0.63% +2,815 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,624 shares; 2024Q4: 41,306 shares; 2025Q1: 40,794 shares; 2025Q2: 39,145 shares; 2025Q3: 36,608 shares 36,608 $10.8M 0.55% -2,537 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,465 shares; 2024Q4: 26,331 shares; 2025Q1: 26,450 shares; 2025Q2: 24,959 shares; 2025Q3: 25,380 shares 25,380 $10.7M 0.55% +421 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,229 shares; 2024Q4: 71,589 shares; 2025Q1: 77,419 shares; 2025Q2: 72,057 shares; 2025Q3: 76,870 shares 76,870 $10.7M 0.55% +4,813 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,135 shares; 2024Q4: 52,872 shares; 2025Q1: 52,466 shares; 2025Q2: 50,355 shares; 2025Q3: 52,314 shares 52,314 $10.5M 0.54% +1,959 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,987 shares; 2024Q4: 24,922 shares; 2025Q1: 24,911 shares; 2025Q2: 24,928 shares; 2025Q3: 25,223 shares 25,223 $10.2M 0.53% +295 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,950 shares; 2024Q4: 162,435 shares; 2025Q1: 159,954 shares; 2025Q2: 101,463 shares; 2025Q3: 98,837 shares 98,837 $10.2M 0.52% -2,626 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,806 shares; 2024Q4: 36,774 shares; 2025Q1: 36,526 shares; 2025Q2: 36,653 shares; 2025Q3: 38,107 shares 38,107 $9.58M 0.49% +1,454 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,395 shares; 2025Q3: 49,236 shares 49,236 $9.47M 0.49% +2,841 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,712 shares; 2024Q4: 65,415 shares; 2025Q1: 68,290 shares; 2025Q2: 65,501 shares; 2025Q3: 65,493 shares 65,493 $9.2M 0.47% -8 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,226 shares; 2024Q4: 87,939 shares; 2025Q1: 91,586 shares; 2025Q2: 55,393 shares; 2025Q3: 49,484 shares 49,484 $9.18M 0.47% -5,909 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,059 shares; 2024Q4: 32,616 shares; 2025Q1: 32,966 shares; 2025Q2: 32,770 shares; 2025Q3: 32,992 shares 32,992 $8.94M 0.46% +222 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,490 shares; 2024Q4: 7,421 shares; 2025Q1: 7,311 shares; 2025Q2: 14,466 shares; 2025Q3: 14,464 shares 14,464 $8.86M 0.46% -2 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,084 shares; 2024Q4: 25,118 shares; 2025Q1: 26,153 shares; 2025Q2: 26,803 shares; 2025Q3: 27,197 shares 27,197 $8.79M 0.45% +394 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,900 shares; 2024Q4: 143,743 shares; 2025Q1: 146,911 shares; 2025Q2: 144,635 shares; 2025Q3: 145,967 shares 145,967 $8.65M 0.45% +1,332 KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,701 shares; 2024Q4: 109,845 shares; 2025Q1: 110,310 shares; 2025Q2: 108,413 shares; 2025Q3: 110,073 shares 110,073 $8.61M 0.44% +1,660 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,875 shares; 2024Q4: 89,405 shares; 2025Q1: 93,012 shares; 2025Q2: 92,217 shares; 2025Q3: 94,702 shares 94,702 $7.95M 0.41% +2,485 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,636 shares; 2024Q4: 24,324 shares; 2025Q1: 24,404 shares; 2025Q2: 26,395 shares; 2025Q3: 27,145 shares 27,145 $7.66M 0.39% +750 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,839 shares; 2024Q4: 14,334 shares; 2025Q1: 14,720 shares; 2025Q2: 14,825 shares; 2025Q3: 15,258 shares 15,258 $7.62M 0.39% +433 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,998 shares; 2024Q4: 23,193 shares; 2025Q1: 22,839 shares; 2025Q2: 20,898 shares; 2025Q3: 21,308 shares 21,308 $7.36M 0.38% +410 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,274 shares; 2024Q4: 30,865 shares; 2025Q1: 30,532 shares; 2025Q2: 31,835 shares; 2025Q3: 31,731 shares 31,731 $7.35M 0.38% -104 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,648 shares; 2024Q4: 17,153 shares; 2025Q1: 15,551 shares; 2025Q2: 15,738 shares; 2025Q3: 15,518 shares 15,518 $7.27M 0.37% -220 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,985 shares; 2024Q4: 120,827 shares; 2025Q1: 113,527 shares; 2025Q2: 138,677 shares; 2025Q3: 141,417 shares 141,417 $7.25M 0.37% +2,740 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,899 shares; 2024Q4: 3,899 shares; 2025Q1: 3,899 shares; 2025Q2: 19,764 shares; 2025Q3: 19,097 shares 19,097 $7.24M 0.37% -667 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,910 shares; 2024Q4: 24,600 shares; 2025Q1: 24,645 shares; 2025Q2: 24,200 shares; 2025Q3: 24,663 shares 24,663 $6.96M 0.36% +463 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 1,740 shares; 2025Q1: 1,755 shares; 2025Q2: 3,455 shares; 2025Q3: 3,515 shares 3,515 $6.72M 0.35% +60 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,665 shares; 2024Q4: 94,261 shares; 2025Q1: 93,464 shares; 2025Q2: 92,347 shares; 2025Q3: 88,432 shares 88,432 $6.5M 0.33% -3,915 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,195 shares; 2024Q4: 70,220 shares; 2025Q1: 150,220 shares; 2025Q2: 108,831 shares; 2025Q3: 98,306 shares 98,306 $6.39M 0.33% -10,525 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,817 shares; 2024Q4: 38,102 shares; 2025Q1: 36,466 shares; 2025Q2: 36,951 shares; 2025Q3: 37,363 shares 37,363 $6.06M 0.31% +412 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,043 shares; 2024Q4: 57,801 shares; 2025Q1: 57,701 shares; 2025Q2: 50,650 shares; 2025Q3: 49,990 shares 49,990 $6.03M 0.31% -660 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,850 shares; 2024Q4: 104,105 shares; 2025Q1: 108,560 shares; 2025Q2: 107,989 shares; 2025Q3: 107,755 shares 107,755 $5.84M 0.3% -234 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,614 shares; 2024Q4: 42,794 shares; 2025Q1: 41,913 shares; 2025Q2: 42,631 shares; 2025Q3: 42,613 shares 42,613 $5.71M 0.29% -18 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,923 shares; 2024Q4: 17,759 shares; 2025Q1: 17,518 shares; 2025Q2: 18,018 shares; 2025Q3: 18,517 shares 18,517 $5.63M 0.29% +499 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,627 shares; 2024Q4: 18,357 shares; 2025Q1: 17,979 shares; 2025Q2: 19,029 shares; 2025Q3: 18,887 shares 18,887 $5.54M 0.29% -142 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,713 shares; 2024Q4: 57,319 shares; 2025Q1: 60,536 shares; 2025Q2: 59,716 shares; 2025Q3: 64,446 shares 64,446 $5.42M 0.28% +4,730 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,902 shares; 2024Q4: 7,800 shares; 2025Q1: 7,629 shares; 2025Q2: 7,421 shares; 2025Q3: 7,015 shares 7,015 $5.32M 0.27% -406 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,292 shares; 2024Q4: 158,978 shares; 2025Q1: 194,261 shares; 2025Q2: 190,482 shares; 2025Q3: 206,474 shares 206,474 $5.26M 0.27% +15,992 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,951 shares; 2024Q4: 6,951 shares; 2025Q1: 6,830 shares; 2025Q2: 6,785 shares; 2025Q3: 6,720 shares 6,720 $5.13M 0.26% -65 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,094 shares; 2024Q4: 7,801 shares; 2025Q1: 7,805 shares; 2025Q2: 10,060 shares; 2025Q3: 10,452 shares 10,452 $4.99M 0.26% +392 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,822 shares; 2024Q4: 4,804 shares; 2025Q1: 4,604 shares; 2025Q2: 4,474 shares; 2025Q3: 4,433 shares 4,433 $4.78M 0.25% -41 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,035 shares; 2024Q4: 56,613 shares; 2025Q1: 56,640 shares; 2025Q2: 56,642 shares; 2025Q3: 56,027 shares 56,027 $4.7M 0.24% -615 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,335 shares; 2024Q4: 64,549 shares; 2025Q1: 68,868 shares; 2025Q2: 70,179 shares; 2025Q3: 73,346 shares 73,346 $4.38M 0.23% +3,167 EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,207 shares; 2024Q4: 33,356 shares; 2025Q1: 33,358 shares; 2025Q2: 33,298 shares; 2025Q3: 33,120 shares 33,120 $4.34M 0.22% -178 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,970 shares; 2024Q4: 37,915 shares; 2025Q1: 37,609 shares; 2025Q2: 36,427 shares; 2025Q3: 36,339 shares 36,339 $4.3M 0.22% -88 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,283 shares; 2024Q4: 75,263 shares; 2025Q1: 70,213 shares; 2025Q2: 41,250 shares; 2025Q3: 37,786 shares 37,786 $4.17M 0.21% -3,464 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,113 shares; 2024Q4: 102,155 shares; 2025Q1: 110,358 shares; 2025Q2: 108,329 shares; 2025Q3: 121,102 shares 121,102 $4.16M 0.21% +12,773 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,341 shares; 2024Q4: 14,313 shares; 2025Q1: 14,320 shares; 2025Q2: 14,270 shares; 2025Q3: 14,671 shares 14,671 $4.14M 0.21% +401 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,673 shares; 2024Q4: 64,666 shares; 2025Q1: 64,234 shares; 2025Q2: 62,661 shares; 2025Q3: 62,341 shares 62,341 $4.13M 0.21% -320 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,692 shares; 2024Q4: 52,727 shares; 2025Q1: 62,887 shares; 2025Q2: 61,541 shares; 2025Q3: 74,496 shares 74,496 $3.95M 0.2% +12,955 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,845 shares; 2024Q4: 11,643 shares; 2025Q1: 11,500 shares; 2025Q2: 11,460 shares; 2025Q3: 11,295 shares 11,295 $3.85M 0.2% -165 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,153 shares; 2024Q4: 21,752 shares; 2025Q1: 20,373 shares; 2025Q2: 23,017 shares; 2025Q3: 22,877 shares 22,877 $3.81M 0.2% -140 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,678 shares; 2024Q4: 11,651 shares; 2025Q1: 11,453 shares; 2025Q2: 11,441 shares; 2025Q3: 11,391 shares 11,391 $3.78M 0.19% -50 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,842 shares; 2024Q4: 164,187 shares; 2025Q1: 160,186 shares; 2025Q2: 143,041 shares; 2025Q3: 126,679 shares 126,679 $3.75M 0.19% -16,362 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,088 shares; 2024Q4: 49,533 shares; 2025Q1: 45,206 shares; 2025Q2: 42,231 shares; 2025Q3: 41,470 shares 41,470 $3.7M 0.19% -761 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,301 shares; 2024Q4: 215,078 shares; 2025Q1: 215,853 shares; 2025Q2: 176,328 shares; 2025Q3: 143,090 shares 143,090 $3.68M 0.19% -33,238 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,805 shares; 2024Q4: 11,749 shares; 2025Q1: 11,680 shares; 2025Q2: 13,744 shares; 2025Q3: 13,704 shares 13,704 $3.57M 0.18% -40 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,300 shares; 2024Q4: 81,222 shares; 2025Q1: 81,222 shares; 2025Q2: 81,222 shares; 2025Q3: 81,222 shares 81,222 $3.48M 0.18% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,423 shares; 2024Q4: 26,324 shares; 2025Q1: 25,644 shares; 2025Q2: 25,074 shares; 2025Q3: 20,615 shares 20,615 $3.44M 0.18% -4,459 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,835 shares; 2024Q4: 53,519 shares; 2025Q1: 51,109 shares; 2025Q2: 51,330 shares; 2025Q3: 52,055 shares 52,055 $3.44M 0.18% +725 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,947 shares; 2024Q4: 6,839 shares; 2025Q1: 7,263 shares; 2025Q2: 7,173 shares; 2025Q3: 6,618 shares 6,618 $3.33M 0.17% -555 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,059 shares; 2025Q1: 2,916 shares; 2025Q2: 2,957 shares; 2025Q3: 2,846 shares 2,846 $3.32M 0.17% -111 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,965 shares; 2024Q4: 87,561 shares; 2025Q1: 87,123 shares; 2025Q2: 118,330 shares; 2025Q3: 116,833 shares 116,833 $3.26M 0.17% -1,497 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,252 shares; 2024Q4: 46,252 shares; 2025Q1: 46,252 shares; 2025Q2: 46,252 shares; 2025Q3: 46,252 shares 46,252 $3.19M 0.16% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,624 shares; 2024Q4: 30,943 shares; 2025Q1: 30,278 shares; 2025Q2: 30,111 shares; 2025Q3: 24,290 shares 24,290 $3.02M 0.16% -5,821 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,573 shares; 2024Q4: 37,113 shares; 2025Q1: 37,329 shares; 2025Q2: 36,092 shares; 2025Q3: 36,132 shares 36,132 $3.02M 0.16% +40 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,553 shares; 2024Q4: 17,039 shares; 2025Q1: 16,370 shares; 2025Q2: 16,155 shares; 2025Q3: 15,814 shares 15,814 $3.01M 0.16% -341 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,494 shares; 2024Q4: 4,494 shares; 2025Q1: 4,494 shares; 2025Q2: 6,994 shares; 2025Q3: 6,994 shares 6,994 $2.97M 0.15% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,770 shares; 2024Q4: 35,770 shares; 2025Q1: 35,770 shares; 2025Q2: 35,770 shares; 2025Q3: 35,770 shares 35,770 $2.55M 0.13% 0 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,693 shares; 2024Q4: 14,613 shares; 2025Q1: 14,299 shares; 2025Q2: 13,949 shares; 2025Q3: 13,859 shares 13,859 $2.52M 0.13% -90 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,502 shares; 2024Q4: 11,958 shares; 2025Q1: 11,615 shares; 2025Q2: 11,428 shares; 2025Q3: 11,395 shares 11,395 $2.48M 0.13% -33 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,583 shares; 2024Q4: 24,479 shares; 2025Q1: 24,187 shares; 2025Q2: 24,087 shares; 2025Q3: 15,935 shares 15,935 $2.47M 0.13% -8,152 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,745 shares; 2024Q4: 8,699 shares; 2025Q1: 8,729 shares; 2025Q2: 8,126 shares; 2025Q3: 10,348 shares 10,348 $2.45M 0.13% +2,222 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,287 shares; 2024Q4: 7,287 shares; 2025Q1: 7,287 shares; 2025Q2: 12,287 shares; 2025Q3: 12,287 shares 12,287 $2.43M 0.13% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,915 shares; 2024Q4: 7,915 shares; 2025Q1: 7,915 shares; 2025Q2: 7,915 shares; 2025Q3: 7,915 shares 7,915 $2.33M 0.12% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,908 shares; 2024Q4: 28,608 shares; 2025Q1: 28,611 shares; 2025Q2: 28,608 shares; 2025Q3: 27,708 shares 27,708 $2.21M 0.11% -900 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,106 shares; 2024Q4: 28,768 shares; 2025Q1: 27,771 shares; 2025Q2: 25,178 shares; 2025Q3: 25,578 shares 25,578 $2.16M 0.11% +400 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,750 shares; 2024Q4: 45,949 shares; 2025Q1: 45,949 shares; 2025Q2: 45,949 shares; 2025Q3: 45,949 shares 45,949 $2.15M 0.11% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,474 shares; 2024Q4: 5,474 shares; 2025Q1: 5,622 shares; 2025Q2: 6,022 shares; 2025Q3: 9,955 shares 9,955 $2.15M 0.11% +3,933 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,517 shares; 2024Q4: 23,161 shares; 2025Q1: 22,230 shares; 2025Q2: 24,000 shares; 2025Q3: 23,950 shares 23,950 $1.97M 0.1% -50 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,257 shares; 2024Q4: 18,406 shares; 2025Q1: 18,238 shares; 2025Q2: 18,003 shares; 2025Q3: 17,953 shares 17,953 $1.96M 0.1% -50 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,537 shares; 2024Q4: 25,487 shares; 2025Q1: 25,113 shares; 2025Q2: 21,112 shares; 2025Q3: 17,851 shares 17,851 $1.9M 0.1% -3,261 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,360 shares; 2024Q4: 29,710 shares; 2025Q1: 29,718 shares; 2025Q2: 30,118 shares; 2025Q3: 30,110 shares 30,110 $1.88M 0.1% -8 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,361 shares; 2024Q4: 14,743 shares; 2025Q1: 14,522 shares; 2025Q2: 14,534 shares; 2025Q3: 14,349 shares 14,349 $1.84M 0.09% -185 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,398 shares; 2024Q4: 19,191 shares; 2025Q1: 19,117 shares; 2025Q2: 19,069 shares; 2025Q3: 19,091 shares 19,091 $1.82M 0.09% +22 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,765 shares; 2024Q4: 9,091 shares; 2025Q1: 9,618 shares; 2025Q2: 9,468 shares; 2025Q3: 9,418 shares 9,418 $1.82M 0.09% -50 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,464 shares; 2024Q4: 26,909 shares; 2025Q1: 26,929 shares; 2025Q2: 26,547 shares; 2025Q3: 29,626 shares 29,626 $1.81M 0.09% +3,079 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,231 shares; 2024Q4: 16,078 shares; 2025Q1: 15,924 shares; 2025Q2: 15,819 shares; 2025Q3: 15,659 shares 15,659 $1.72M 0.09% -160 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,319 shares; 2024Q4: 8,207 shares; 2025Q1: 7,918 shares; 2025Q2: 7,125 shares; 2025Q3: 7,113 shares 7,113 $1.72M 0.09% -12 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,905 shares; 2024Q4: 4,834 shares; 2025Q1: 4,925 shares; 2025Q2: 6,768 shares; 2025Q3: 6,703 shares 6,703 $1.7M 0.09% -65 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,782 shares; 2024Q4: not reported; 2025Q1: 31,251 shares; 2025Q2: 30,801 shares; 2025Q3: 30,625 shares 30,625 $1.7M 0.09% -176 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,347 shares; 2024Q4: 12,725 shares; 2025Q1: 13,152 shares; 2025Q2: 10,594 shares; 2025Q3: 9,500 shares 9,500 $1.68M 0.09% -1,094 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,050 shares; 2024Q4: 14,204 shares; 2025Q1: 14,164 shares; 2025Q2: 13,594 shares; 2025Q3: 14,666 shares 14,666 $1.68M 0.09% +1,072 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,800 shares; 2024Q4: 7,800 shares; 2025Q1: 7,801 shares; 2025Q2: 7,775 shares; 2025Q3: 7,775 shares 7,775 $1.67M 0.09% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,808 shares; 2024Q4: 17,183 shares; 2025Q1: 17,183 shares; 2025Q2: 17,148 shares; 2025Q3: 16,683 shares 16,683 $1.61M 0.08% -465 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,766 shares; 2024Q4: 29,318 shares; 2025Q1: 31,116 shares; 2025Q2: 31,116 shares; 2025Q3: 44,926 shares 44,926 $1.6M 0.08% +13,810 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,660 shares; 2024Q4: 16,212 shares; 2025Q1: 16,745 shares; 2025Q2: 17,715 shares; 2025Q3: 19,793 shares 19,793 $1.58M 0.08% +2,078 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,375 shares; 2024Q4: 29,375 shares; 2025Q1: 29,293 shares; 2025Q2: 29,293 shares; 2025Q3: 29,333 shares 29,333 $1.58M 0.08% +40 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: 4,583 shares; 2025Q1: 4,558 shares; 2025Q2: 4,503 shares; 2025Q3: 4,469 shares 4,469 $1.57M 0.08% -34 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,410 shares; 2024Q4: 25,869 shares; 2025Q1: 23,669 shares; 2025Q2: 25,169 shares; 2025Q3: 28,438 shares 28,438 $1.54M 0.08% +3,269 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,338 shares; 2024Q4: 5,338 shares; 2025Q1: 5,268 shares; 2025Q2: 6,865 shares; 2025Q3: 7,221 shares 7,221 $1.54M 0.08% +356 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,081 shares; 2024Q4: 22,931 shares; 2025Q1: 22,448 shares; 2025Q2: 21,733 shares; 2025Q3: 21,314 shares 21,314 $1.52M 0.08% -419 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,970 shares; 2024Q4: 19,601 shares; 2025Q1: 19,602 shares; 2025Q2: 19,231 shares; 2025Q3: 19,363 shares 19,363 $1.51M 0.08% +132 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,408 shares; 2024Q4: 7,343 shares; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares 7,300 $1.51M 0.08% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,609 shares; 2024Q4: 6,609 shares; 2025Q1: 5,523 shares; 2025Q2: 5,411 shares; 2025Q3: 5,398 shares 5,398 $1.51M 0.08% -13 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,420 shares; 2024Q4: 36,045 shares; 2025Q1: 38,818 shares; 2025Q2: 33,098 shares; 2025Q3: 33,220 shares 33,220 $1.5M 0.08% +122 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,768 shares; 2024Q4: 15,768 shares; 2025Q1: 15,768 shares; 2025Q2: 15,768 shares; 2025Q3: 15,768 shares 15,768 $1.47M 0.08% 0 Timeline VIOO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,561 shares; 2024Q4: 15,707 shares; 2025Q1: 15,691 shares; 2025Q2: 13,313 shares; 2025Q3: 13,256 shares 13,256 $1.46M 0.08% -57 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,881 shares; 2024Q4: 3,651 shares; 2025Q1: 3,585 shares; 2025Q2: 5,196 shares; 2025Q3: 5,906 shares 5,906 $1.46M 0.07% +710 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,883 shares; 2024Q4: 10,761 shares; 2025Q1: 10,715 shares; 2025Q2: 10,620 shares; 2025Q3: 10,580 shares 10,580 $1.42M 0.07% -40 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,246 shares; 2024Q4: 3,185 shares; 2025Q1: 3,126 shares; 2025Q2: 3,127 shares; 2025Q3: 3,011 shares 3,011 $1.38M 0.07% -116 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,061 shares; 2024Q4: 8,061 shares; 2025Q1: 8,061 shares; 2025Q2: 7,811 shares; 2025Q3: 7,811 shares 7,811 $1.33M 0.07% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,819 shares; 2024Q4: 11,847 shares; 2025Q1: 13,852 shares; 2025Q2: 13,916 shares; 2025Q3: 13,793 shares 13,793 $1.3M 0.07% -123 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 6,916 shares; 2025Q1: 5,207 shares; 2025Q2: 6,272 shares; 2025Q3: 4,947 shares 4,947 $1.28M 0.07% -1,325 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,012 shares; 2024Q4: 12,537 shares; 2025Q1: 12,502 shares; 2025Q2: 12,027 shares; 2025Q3: 9,573 shares 9,573 $1.27M 0.07% -2,454 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,449 shares; 2024Q4: 32,985 shares; 2025Q1: 32,985 shares; 2025Q2: 30,927 shares; 2025Q3: 29,683 shares 29,683 $1.26M 0.07% -1,244 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,859 shares; 2024Q4: 3,859 shares; 2025Q1: 3,867 shares; 2025Q2: 3,817 shares; 2025Q3: 4,199 shares 4,199 $1.26M 0.06% +382 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,668 shares; 2024Q4: 18,668 shares; 2025Q1: 18,512 shares; 2025Q2: 18,512 shares; 2025Q3: 18,660 shares 18,660 $1.26M 0.06% +148 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,312 shares; 2024Q4: 10,652 shares; 2025Q1: 10,652 shares; 2025Q2: 9,867 shares; 2025Q3: 9,867 shares 9,867 $1.24M 0.06% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,856 shares; 2024Q4: 26,081 shares; 2025Q1: 25,881 shares; 2025Q2: 25,881 shares; 2025Q3: 27,126 shares 27,126 $1.24M 0.06% +1,245 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,794 shares; 2024Q4: 39,003 shares; 2025Q1: 38,558 shares; 2025Q2: 38,108 shares; 2025Q3: 37,143 shares 37,143 $1.24M 0.06% -965 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,153 shares; 2024Q4: 6,927 shares; 2025Q1: 6,781 shares; 2025Q2: 6,661 shares; 2025Q3: 6,592 shares 6,592 $1.23M 0.06% -69 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,964 shares; 2024Q4: 31,964 shares; 2025Q1: 31,964 shares; 2025Q2: 31,964 shares; 2025Q3: 31,964 shares 31,964 $1.23M 0.06% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,816 shares; 2024Q4: 23,708 shares; 2025Q1: 23,758 shares; 2025Q2: 24,322 shares; 2025Q3: 23,758 shares 23,758 $1.23M 0.06% -564 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,936 shares; 2024Q4: 8,905 shares; 2025Q1: 8,874 shares; 2025Q2: 8,897 shares; 2025Q3: 8,812 shares 8,812 $1.2M 0.06% -85 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 2,855 shares; 2025Q1: 1,405 shares; 2025Q2: 3,305 shares; 2025Q3: 3,265 shares 3,265 $1.19M 0.06% -40 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,578 shares; 2024Q4: 13,167 shares; 2025Q1: 12,343 shares; 2025Q2: 11,818 shares; 2025Q3: 11,602 shares 11,602 $1.19M 0.06% -216 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,433 shares; 2024Q4: 16,433 shares; 2025Q1: 15,828 shares; 2025Q2: 15,828 shares; 2025Q3: 15,627 shares 15,627 $1.18M 0.06% -201 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 388 shares; 2025Q3: 1,949 shares 1,949 $1.17M 0.06% +1,561 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,858 shares; 2024Q4: 2,858 shares; 2025Q1: 2,861 shares; 2025Q2: 2,939 shares; 2025Q3: 3,010 shares 3,010 $1.11M 0.06% +71 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 3,629 shares; 2025Q1: 3,575 shares; 2025Q2: 3,525 shares; 2025Q3: 3,539 shares 3,539 $1.11M 0.06% +14 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,353 shares; 2024Q4: 11,492 shares; 2025Q1: 11,536 shares; 2025Q2: 11,566 shares; 2025Q3: 11,529 shares 11,529 $1.09M 0.06% -37 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,196 shares; 2024Q4: 4,043 shares; 2025Q1: 4,018 shares; 2025Q2: 3,981 shares; 2025Q3: 3,924 shares 3,924 $1.07M 0.06% -57 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 2,947 shares; 2025Q1: 3,147 shares; 2025Q2: 3,221 shares; 2025Q3: 3,208 shares 3,208 $1.05M 0.05% -13 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,454 shares; 2024Q4: 8,104 shares; 2025Q1: 7,837 shares; 2025Q2: 7,712 shares; 2025Q3: 7,712 shares 7,712 $1.03M 0.05% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,393 shares; 2024Q4: 44,159 shares; 2025Q1: 29,201 shares; 2025Q2: 29,651 shares; 2025Q3: 29,859 shares 29,859 $1M 0.05% +208 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,897 shares; 2024Q4: 6,897 shares; 2025Q1: 6,704 shares; 2025Q2: 6,704 shares; 2025Q3: 6,604 shares 6,604 $944K 0.05% -100 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,404 shares; 2024Q4: 33,098 shares; 2025Q1: 30,616 shares; 2025Q2: 29,677 shares; 2025Q3: 31,497 shares 31,497 $889K 0.05% +1,820 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,654 shares; 2024Q4: 18,519 shares; 2025Q1: 18,474 shares; 2025Q2: 18,460 shares; 2025Q3: 18,400 shares 18,400 $889K 0.05% -60 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,817 shares; 2024Q4: 16,212 shares; 2025Q1: 16,023 shares; 2025Q2: 15,873 shares; 2025Q3: 15,873 shares 15,873 $878K 0.05% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,680 shares; 2024Q4: 7,680 shares; 2025Q1: 7,618 shares; 2025Q2: 6,586 shares; 2025Q3: 6,099 shares 6,099 $869K 0.04% -487 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,346 shares; 2024Q4: 11,473 shares; 2025Q1: 11,430 shares; 2025Q2: 11,282 shares; 2025Q3: 11,211 shares 11,211 $854K 0.04% -71 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,884 shares; 2024Q4: 5,884 shares; 2025Q1: 5,884 shares; 2025Q2: 5,884 shares; 2025Q3: 5,884 shares 5,884 $836K 0.04% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,853 shares; 2024Q4: 17,867 shares; 2025Q1: 16,510 shares; 2025Q2: 18,031 shares; 2025Q3: 17,891 shares 17,891 $786K 0.04% -140 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1,080 shares; 2025Q1: 1,086 shares; 2025Q2: 1,134 shares; 2025Q3: 1,370 shares 1,370 $779K 0.04% +236 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,595 shares; 2024Q4: 11,595 shares; 2025Q1: 11,595 shares; 2025Q2: 10,534 shares; 2025Q3: 10,534 shares 10,534 $763K 0.04% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,177 shares; 2024Q4: 4,177 shares; 2025Q1: 3,813 shares; 2025Q2: 4,013 shares; 2025Q3: 3,744 shares 3,744 $762K 0.04% -269 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.04% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,902 shares; 2024Q4: 3,987 shares; 2025Q1: 3,989 shares; 2025Q2: 3,948 shares; 2025Q3: 3,927 shares 3,927 $735K 0.04% -21 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,378 shares; 2024Q4: 6,212 shares; 2025Q1: 6,057 shares; 2025Q2: 5,957 shares; 2025Q3: 5,927 shares 5,927 $724K 0.04% -30 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,768 shares; 2024Q4: 7,733 shares; 2025Q1: 7,017 shares; 2025Q2: 6,506 shares; 2025Q3: 6,506 shares 6,506 $722K 0.04% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,688 shares; 2024Q4: 60,209 shares; 2025Q1: 57,335 shares; 2025Q2: 10,867 shares; 2025Q3: 8,992 shares 8,992 $705K 0.04% -1,875 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,050 shares; 2024Q4: 7,050 shares; 2025Q1: 6,950 shares; 2025Q2: 6,950 shares; 2025Q3: 8,574 shares 8,574 $703K 0.04% +1,624 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,512 shares; 2025Q1: 1,519 shares; 2025Q2: 1,579 shares; 2025Q3: 3,643 shares 3,643 $669K 0.03% +2,064 Timeline VABK VIRGINIA NATL BK CHRLOTSVLE More: the full row for VIRGINIA NATL BK CHRLOTSVLE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares 17,000 $660K 0.03% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,150 shares; 2024Q4: 43,503 shares; 2025Q1: 43,721 shares; 2025Q2: 7,993 shares; 2025Q3: 7,205 shares 7,205 $646K 0.03% -788 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,225 shares; 2024Q4: 11,092 shares; 2025Q1: 11,092 shares; 2025Q2: 11,092 shares; 2025Q3: 11,092 shares 11,092 $643K 0.03% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,487 shares; 2024Q4: 11,365 shares; 2025Q1: 9,820 shares; 2025Q2: 8,660 shares; 2025Q3: 6,622 shares 6,622 $630K 0.03% -2,038 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,581 shares; 2025Q1: 1,564 shares; 2025Q2: 3,052 shares; 2025Q3: 3,076 shares 3,076 $610K 0.03% +24 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,470 shares; 2024Q4: 5,353 shares; 2025Q1: 5,365 shares; 2025Q2: 6,161 shares; 2025Q3: 6,131 shares 6,131 $604K 0.03% -30 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,675 shares; 2024Q4: 5,140 shares; 2025Q1: 5,040 shares; 2025Q2: 11,990 shares; 2025Q3: 11,936 shares 11,936 $600K 0.03% -54 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,019 shares; 2024Q4: 6,519 shares; 2025Q1: 6,470 shares; 2025Q2: 6,470 shares; 2025Q3: 6,320 shares 6,320 $599K 0.03% -150 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,513 shares; 2024Q4: 8,513 shares; 2025Q1: 8,513 shares; 2025Q2: 8,163 shares; 2025Q3: 8,188 shares 8,188 $596K 0.03% +25 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,853 shares; 2024Q4: 35,226 shares; 2025Q1: 32,330 shares; 2025Q2: 32,330 shares; 2025Q3: 25,297 shares 25,297 $589K 0.03% -7,033 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,214 shares; 2024Q4: 6,964 shares; 2025Q1: 6,914 shares; 2025Q2: 6,664 shares; 2025Q3: 6,414 shares 6,414 $586K 0.03% -250 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,254 shares; 2024Q4: 11,819 shares; 2025Q1: 10,137 shares; 2025Q2: 9,662 shares; 2025Q3: 9,662 shares 9,662 $577K 0.03% 0 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,070 shares; 2024Q4: 5,995 shares; 2025Q1: 5,995 shares; 2025Q2: 5,260 shares; 2025Q3: 5,260 shares 5,260 $567K 0.03% 0 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,347 shares; 2024Q4: 6,322 shares; 2025Q1: 6,146 shares; 2025Q2: 6,026 shares; 2025Q3: 5,936 shares 5,936 $547K 0.03% -90 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,995 shares 2,995 $546K 0.03% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 866 shares; 2025Q1: 868 shares; 2025Q2: 868 shares; 2025Q3: 885 shares 885 $544K 0.03% +17 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,530 shares; 2024Q4: 9,880 shares; 2025Q1: 7,830 shares; 2025Q2: 7,920 shares; 2025Q3: 7,744 shares 7,744 $540K 0.03% -176 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,814 shares; 2024Q4: 7,769 shares; 2025Q1: 7,772 shares; 2025Q2: 7,912 shares; 2025Q3: 8,022 shares 8,022 $537K 0.03% +110 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,597 shares; 2024Q4: 8,597 shares; 2025Q1: 8,597 shares; 2025Q2: 8,211 shares; 2025Q3: 8,211 shares 8,211 $520K 0.03% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 872 shares; 2025Q1: 872 shares; 2025Q2: 872 shares; 2025Q3: 872 shares 872 $520K 0.03% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,986 shares; 2024Q4: 4,986 shares; 2025Q1: 4,986 shares; 2025Q2: 4,986 shares; 2025Q3: 4,986 shares 4,986 $515K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754 shares; 2024Q4: 673 shares; 2025Q1: 676 shares; 2025Q2: 730 shares; 2025Q3: 555 shares 555 $514K 0.03% -175 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,466 shares; 2024Q4: 11,466 shares; 2025Q1: 10,386 shares; 2025Q2: 9,786 shares; 2025Q3: 9,786 shares 9,786 $508K 0.03% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,942 shares; 2024Q4: 9,510 shares; 2025Q1: 9,510 shares; 2025Q2: 9,360 shares; 2025Q3: 8,855 shares 8,855 $504K 0.03% -505 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 4,041 shares; 2025Q1: 2,172 shares; 2025Q2: 1,737 shares; 2025Q3: 1,737 shares 1,737 $490K 0.03% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,265 shares; 2024Q4: 4,188 shares; 2025Q1: 4,009 shares; 2025Q2: 3,754 shares; 2025Q3: 3,486 shares 3,486 $469K 0.02% -268 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,373 shares; 2024Q4: 4,973 shares; 2025Q1: 4,973 shares; 2025Q2: 6,570 shares; 2025Q3: 7,790 shares 7,790 $465K 0.02% +1,220 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares 1,080 $465K 0.02% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares 4,900 $462K 0.02% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares 1,528 $458K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,592 shares; 2024Q4: 19,047 shares; 2025Q1: 19,161 shares; 2025Q2: 18,536 shares; 2025Q3: 18,410 shares 18,410 $455K 0.02% -126 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,237 shares; 2025Q1: 2,242 shares; 2025Q2: 2,151 shares; 2025Q3: 2,151 shares 2,151 $453K 0.02% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,479 shares; 2024Q4: 21,213 shares; 2025Q1: 21,065 shares; 2025Q2: 20,637 shares; 2025Q3: 18,822 shares 18,822 $432K 0.02% -1,815 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,154 shares; 2024Q4: 4,842 shares; 2025Q1: 4,864 shares; 2025Q2: 3,064 shares; 2025Q3: 3,090 shares 3,090 $432K 0.02% +26 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,464 shares; 2025Q3: 1,464 shares 1,464 $422K 0.02% 0 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares 5,900 $416K 0.02% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,014 shares; 2024Q4: 3,014 shares; 2025Q1: 2,950 shares; 2025Q2: 2,934 shares; 2025Q3: 2,890 shares 2,890 $409K 0.02% -44 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,337 shares; 2025Q2: 5,137 shares; 2025Q3: 4,959 shares 4,959 $402K 0.02% -178 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,464 shares 2,464 $388K 0.02% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 25,551 shares; 2025Q1: 25,731 shares; 2025Q2: 25,731 shares; 2025Q3: 14,076 shares 14,076 $384K 0.02% -11,655 Timeline RDVY 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 5,450 shares 5,450 $367K 0.02% +3,450 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,495 shares; 2024Q4: 4,480 shares; 2025Q1: 4,470 shares; 2025Q2: 4,315 shares; 2025Q3: 4,128 shares 4,128 $362K 0.02% -187 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares 2,450 $361K 0.02% 0 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,400 shares 24,400 $345K 0.02% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,259 shares; 2024Q4: 9,042 shares; 2025Q1: 7,926 shares; 2025Q2: 7,926 shares; 2025Q3: 9,838 shares 9,838 $339K 0.02% +1,912 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,428 shares; 2025Q3: 1,371 shares 1,371 $337K 0.02% -57 Timeline FV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,850 shares; 2025Q3: 5,326 shares 5,326 $330K 0.02% +3,476 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares 3,700 $329K 0.02% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 949 shares 949 $329K 0.02% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 570 shares; 2025Q1: 572 shares; 2025Q2: 568 shares; 2025Q3: 538 shares 538 $328K 0.02% -30 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,955 shares; 2025Q1: not reported; 2025Q2: 4,955 shares; 2025Q3: 6,737 shares 6,737 $321K 0.02% +1,782 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 2,133 shares; 2025Q1: 2,133 shares; 2025Q2: 2,133 shares; 2025Q3: 2,108 shares 2,108 $320K 0.02% -25 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,863 shares; 2024Q4: 5,863 shares; 2025Q1: 5,613 shares; 2025Q2: 5,613 shares; 2025Q3: 5,613 shares 5,613 $314K 0.02% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,210 shares; 2025Q3: 3,210 shares 3,210 $313K 0.02% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 1,119 shares; 2025Q1: 956 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares 1,011 $309K 0.02% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,609 shares; 2024Q4: 5,609 shares; 2025Q1: 5,609 shares; 2025Q2: 5,609 shares; 2025Q3: 5,609 shares 5,609 $300K 0.02% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,802 shares; 2024Q4: 2,702 shares; 2025Q1: 2,702 shares; 2025Q2: 2,702 shares; 2025Q3: 2,702 shares 2,702 $299K 0.02% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,980 shares; 2025Q3: 7,980 shares 7,980 $297K 0.02% -1,000 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 3,109 shares; 2025Q1: 3,116 shares; 2025Q2: 2,604 shares; 2025Q3: 2,604 shares 2,604 $293K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,176 shares; 2024Q4: 5,570 shares; 2025Q1: 5,580 shares; 2025Q2: 5,213 shares; 2025Q3: 5,763 shares 5,763 $291K 0.01% +550 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,030 shares; 2024Q4: 4,052 shares; 2025Q1: 4,063 shares; 2025Q2: 4,115 shares; 2025Q3: 3,876 shares 3,876 $288K 0.01% -239 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $287K 0.01% 0 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,505 shares 14,505 $280K 0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 2,368 shares; 2025Q1: 2,028 shares; 2025Q2: 1,808 shares; 2025Q3: 1,773 shares 1,773 $278K 0.01% -35 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,380 shares 18,380 $277K 0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,302 shares; 2024Q4: 2,302 shares; 2025Q1: 2,302 shares; 2025Q2: 2,462 shares; 2025Q3: 2,462 shares 2,462 $275K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: not reported; 2025Q1: 1,593 shares; 2025Q2: 1,706 shares; 2025Q3: 1,592 shares 1,592 $271K 0.01% -114 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares 12,000 $269K 0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,145 shares; 2025Q1: 3,965 shares; 2025Q2: 3,965 shares; 2025Q3: 3,913 shares 3,913 $268K 0.01% -52 Timeline FTHI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,500 shares; 2025Q3: 10,800 shares 10,800 $256K 0.01% +7,300 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,822 shares; 2024Q4: 2,789 shares; 2025Q1: 2,589 shares; 2025Q2: not reported; 2025Q3: 5,178 shares 5,178 $254K 0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,896 shares; 2024Q4: 26,425 shares; 2025Q1: 3,153 shares; 2025Q2: 3,163 shares; 2025Q3: 3,133 shares 3,133 $236K 0.01% -30 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,462 shares; 2025Q3: 2,562 shares 2,562 $234K 0.01% +100 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,428 shares 1,428 $232K 0.01% new Timeline FXL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,375 shares 1,375 $231K 0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,996 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,523 shares 4,523 $228K 0.01% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,168 shares; 2025Q1: 1,173 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares 1,023 $226K 0.01% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,926 shares 3,926 $226K 0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,463 shares; 2024Q4: 8,275 shares; 2025Q1: 7,541 shares; 2025Q2: 7,513 shares; 2025Q3: 7,180 shares 7,180 $226K 0.01% -333 Timeline TELUS INTL CDA INC TELUS INTL CDA INC More: the full row for TELUS INTL CDA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares 50,000 $224K 0.01% 0 TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,130 shares 2,130 $219K 0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 912 shares; 2025Q1: 916 shares; 2025Q2: 916 shares; 2025Q3: 916 shares 916 $219K 0.01% 0 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares 3,500 $216K 0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,350 shares; 2024Q4: not reported; 2025Q1: 5,350 shares; 2025Q2: not reported; 2025Q3: 5,350 shares 5,350 $213K 0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,794 shares; 2024Q4: 6,794 shares; 2025Q1: 6,794 shares; 2025Q2: 6,794 shares; 2025Q3: 6,794 shares 6,794 $212K 0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,024 shares 3,024 $208K 0.01% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 648 shares 648 $207K 0.01% new Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares 1,400 $204K 0.01% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 4,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares 4,000 $200K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,270 shares; 2025Q3: 2,657 shares 2,657 $198K 0.01% +387 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,344 shares; 2025Q1: 1,937 shares; 2025Q2: 690 shares; 2025Q3: 693 shares 693 $166K 0.01% +3 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares 1,800 $161K 0.01% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,640 shares; 2025Q3: 1,640 shares 1,640 $155K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 476 shares; 2025Q3: 476 shares 476 $147K 0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,191 shares; 2025Q3: 4,191 shares 4,191 $122K 0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 455 shares; 2025Q3: 455 shares 455 $117K 0.01% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,583 shares; 2025Q3: 2,583 shares 2,583 $115K 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 635 shares; 2025Q3: 541 shares 541 $105K 0.01% -94 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,242 shares; 2025Q3: 1,242 shares 1,242 $97.3K 0.01% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,106 shares; 2025Q3: 1,106 shares 1,106 $92.3K <0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares 1,250 $85.6K <0.01% 0 Timeline BIV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares 1,091 $85.2K <0.01% 0 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares 1,200 $67K <0.01% 0 Timeline CGW 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $64.2K <0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 487 shares; 2025Q3: 487 shares 487 $55.5K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $52.3K <0.01% 0 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 850 shares 850 $50.5K <0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 508 shares; 2025Q3: 508 shares 508 $49.3K <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $46.3K <0.01% 0 Timeline SKYY 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 301 shares 301 $40.5K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $31.4K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110 shares; 2025Q3: 389 shares 389 $30.7K <0.01% +279 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,247 shares 1,247 $30.4K <0.01% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 588 shares 588 $30K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139 shares; 2025Q3: 139 shares 139 $29.1K <0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares 1,250 $28.9K <0.01% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 112 shares 112 $20.9K <0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 399 shares 399 $18.7K <0.01% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94 shares; 2025Q3: 94 shares 94 $16.4K <0.01% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares 1,400 $16.2K <0.01% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 590 shares; 2025Q3: 590 shares 590 $14.8K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 147 shares; 2025Q3: 147 shares 147 $14.1K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 204 shares 204 $13.8K <0.01% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102 shares; 2025Q3: 102 shares 102 $13.2K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares 30 $13.1K <0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126 shares 126 $12.2K <0.01% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61 shares 61 $11.9K <0.01% new Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 512 shares; 2025Q3: 512 shares 512 $10.8K <0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34 shares; 2025Q3: 34 shares 34 $7.1K <0.01% 0 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135 shares 135 $6.75K <0.01% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125 shares 125 $6.53K <0.01% new Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69 shares 69 $6.18K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares 10 $4.8K <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares 25 $2.07K <0.01% new Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares 2 $77 <0.01% 0 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $37 <0.01% 0 Timeline