IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,055 shares; 2024Q4: 239,949 shares; 2025Q1: 249,484 shares; 2025Q2: 257,785 shares; 2025Q3: 267,725 shares; 2025Q4: 290,714 shares 290,714 $199M 9.8% +22,989 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,020 shares; 2024Q4: 79,920 shares; 2025Q1: 76,970 shares; 2025Q2: 498,695 shares; 2025Q3: 710,695 shares; 2025Q4: 649,002 shares 649,002 $91.8M 4.52% -61,693 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,777 shares; 2024Q4: 301,630 shares; 2025Q1: 284,358 shares; 2025Q2: 281,425 shares; 2025Q3: 278,991 shares; 2025Q4: 276,982 shares 276,982 $75.3M 3.71% -2,009 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,116 shares; 2024Q4: 139,394 shares; 2025Q1: 135,539 shares; 2025Q2: 135,211 shares; 2025Q3: 136,450 shares; 2025Q4: 140,246 shares 140,246 $67.8M 3.34% +3,796 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 581,427 shares; 2024Q4: 576,956 shares; 2025Q1: 582,979 shares; 2025Q2: 611,758 shares; 2025Q3: 654,932 shares; 2025Q4: 705,744 shares 705,744 $59.7M 2.94% +50,812 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,215 shares; 2024Q4: 667,945 shares; 2025Q1: 704,791 shares; 2025Q2: 769,257 shares; 2025Q3: 811,858 shares; 2025Q4: 873,231 shares 873,231 $54.6M 2.69% +61,373 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,124 shares; 2024Q4: 128,869 shares; 2025Q1: 138,055 shares; 2025Q2: 138,512 shares; 2025Q3: 157,393 shares; 2025Q4: 155,337 shares 155,337 $48.7M 2.4% -2,056 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,167 shares; 2024Q4: 145,538 shares; 2025Q1: 145,475 shares; 2025Q2: 143,416 shares; 2025Q3: 139,061 shares; 2025Q4: 138,327 shares 138,327 $44.6M 2.19% -734 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,492 shares; 2024Q4: 154,558 shares; 2025Q1: 175,675 shares; 2025Q2: 541,281 shares; 2025Q3: 378,887 shares; 2025Q4: 445,167 shares 445,167 $44.5M 2.19% +66,280 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,451 shares; 2024Q4: 182,599 shares; 2025Q1: 189,157 shares; 2025Q2: 187,725 shares; 2025Q3: 198,305 shares; 2025Q4: 217,108 shares 217,108 $40.5M 1.99% +18,803 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638,353 shares; 2024Q4: 627,044 shares; 2025Q1: 614,400 shares; 2025Q2: 606,403 shares; 2025Q3: 587,457 shares; 2025Q4: 606,624 shares 606,624 $40M 1.97% +19,167 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,865 shares; 2024Q4: 140,756 shares; 2025Q1: 138,870 shares; 2025Q2: 138,356 shares; 2025Q3: 139,030 shares; 2025Q4: 141,851 shares 141,851 $32.7M 1.61% +2,821 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,364 shares; 2024Q4: 211,482 shares; 2025Q1: 217,514 shares; 2025Q2: 229,502 shares; 2025Q3: 239,666 shares; 2025Q4: 256,403 shares 256,403 $30.8M 1.52% +16,737 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388,506 shares; 2024Q4: 382,070 shares; 2025Q1: 385,708 shares; 2025Q2: 394,729 shares; 2025Q3: 412,255 shares; 2025Q4: 438,576 shares 438,576 $29.5M 1.45% +26,321 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,962 shares; 2024Q4: 80,554 shares; 2025Q1: 80,046 shares; 2025Q2: 79,299 shares; 2025Q3: 78,576 shares; 2025Q4: 78,361 shares 78,361 $27.1M 1.34% -215 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,819 shares; 2024Q4: 1,021,444 shares; 2025Q1: 871,427 shares; 2025Q2: 962,323 shares; 2025Q3: 968,670 shares; 2025Q4: 945,011 shares 945,011 $25.4M 1.25% -23,659 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,119 shares; 2024Q4: 37,777 shares; 2025Q1: 34,635 shares; 2025Q2: 34,326 shares; 2025Q3: 34,785 shares; 2025Q4: 38,326 shares 38,326 $25.3M 1.25% +3,541 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,280 shares; 2024Q4: 81,127 shares; 2025Q1: 75,152 shares; 2025Q2: 79,263 shares; 2025Q3: 79,306 shares; 2025Q4: 79,121 shares 79,121 $24.8M 1.22% -185 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,709 shares; 2024Q4: 175,558 shares; 2025Q1: 171,297 shares; 2025Q2: 169,916 shares; 2025Q3: 142,160 shares; 2025Q4: 126,151 shares 126,151 $24.6M 1.21% -16,009 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,681 shares; 2024Q4: 193,273 shares; 2025Q1: 195,020 shares; 2025Q2: 197,532 shares; 2025Q3: 201,572 shares; 2025Q4: 202,144 shares 202,144 $24.3M 1.2% +572 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,850 shares; 2024Q4: 30,355 shares; 2025Q1: 31,595 shares; 2025Q2: 30,483 shares; 2025Q3: 29,978 shares; 2025Q4: 29,326 shares 29,326 $22.1M 1.09% -652 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,830 shares; 2024Q4: 226,969 shares; 2025Q1: 238,929 shares; 2025Q2: 257,776 shares; 2025Q3: 284,791 shares; 2025Q4: 357,782 shares 357,782 $21M 1.03% +72,991 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,459 shares; 2024Q4: 22,466 shares; 2025Q1: 22,370 shares; 2025Q2: 22,462 shares; 2025Q3: 36,566 shares; 2025Q4: 29,996 shares 29,996 $20.5M 1.01% -6,570 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,687 shares; 2024Q4: 264,350 shares; 2025Q1: 263,843 shares; 2025Q2: 263,520 shares; 2025Q3: 268,046 shares; 2025Q4: 264,506 shares 264,506 $20.4M 1% -3,540 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,673 shares; 2024Q4: 255,324 shares; 2025Q1: 276,248 shares; 2025Q2: 307,248 shares; 2025Q3: 338,149 shares; 2025Q4: 408,718 shares 408,718 $20.4M 1% +70,569 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,906 shares; 2024Q4: 111,157 shares; 2025Q1: 108,324 shares; 2025Q2: 107,279 shares; 2025Q3: 104,541 shares; 2025Q4: 105,011 shares 105,011 $20.1M 0.99% +470 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,983 shares; 2024Q4: 122,966 shares; 2025Q1: 126,289 shares; 2025Q2: 125,871 shares; 2025Q3: 129,574 shares; 2025Q4: 131,046 shares 131,046 $20M 0.98% +1,472 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,979 shares; 2024Q4: 31,225 shares; 2025Q1: 31,142 shares; 2025Q2: 30,087 shares; 2025Q3: 31,870 shares; 2025Q4: 32,215 shares 32,215 $18.7M 0.92% +345 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,477 shares; 2024Q4: 59,010 shares; 2025Q1: 58,203 shares; 2025Q2: 60,881 shares; 2025Q3: 63,103 shares; 2025Q4: 63,109 shares 63,109 $18.2M 0.9% +6 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,565 shares; 2024Q4: 21,299 shares; 2025Q1: 21,018 shares; 2025Q2: 20,729 shares; 2025Q3: 20,829 shares; 2025Q4: 20,540 shares 20,540 $18.1M 0.89% -289 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 479,808 shares; 2025Q3: 545,058 shares; 2025Q4: 545,058 shares 545,058 $17.7M 0.87% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,618 shares; 2024Q4: 206,717 shares; 2025Q1: 204,650 shares; 2025Q2: 199,087 shares; 2025Q3: 198,340 shares; 2025Q4: 197,692 shares 197,692 $17.7M 0.87% -648 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,490 shares; 2024Q4: 7,421 shares; 2025Q1: 7,311 shares; 2025Q2: 14,466 shares; 2025Q3: 14,464 shares; 2025Q4: 27,460 shares 27,460 $17.2M 0.85% +12,996 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,427 shares; 2024Q4: 176,428 shares; 2025Q1: 183,104 shares; 2025Q2: 197,329 shares; 2025Q3: 225,093 shares; 2025Q4: 284,677 shares 284,677 $17.1M 0.84% +59,584 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,712 shares; 2024Q4: 35,894 shares; 2025Q1: 34,778 shares; 2025Q2: 33,641 shares; 2025Q3: 33,764 shares; 2025Q4: 33,655 shares 33,655 $16.5M 0.81% -109 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,062 shares; 2024Q4: 109,674 shares; 2025Q1: 108,964 shares; 2025Q2: 107,742 shares; 2025Q3: 105,710 shares; 2025Q4: 104,356 shares 104,356 $16M 0.79% -1,354 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,063 shares; 2025Q1: 3,101 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares; 2025Q4: 2,963 shares 2,963 $15.9M 0.78% +41 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,557 shares; 2024Q4: 101,148 shares; 2025Q1: 85,116 shares; 2025Q2: 82,672 shares; 2025Q3: 84,892 shares; 2025Q4: 84,990 shares 84,990 $15.6M 0.77% +98 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,203 shares; 2024Q4: 88,392 shares; 2025Q1: 89,626 shares; 2025Q2: 88,439 shares; 2025Q3: 88,716 shares; 2025Q4: 87,567 shares 87,567 $15.5M 0.77% -1,149 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,652 shares; 2024Q4: 51,792 shares; 2025Q1: 51,081 shares; 2025Q2: 49,061 shares; 2025Q3: 49,087 shares; 2025Q4: 48,715 shares 48,715 $15.5M 0.76% -372 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,388 shares; 2024Q4: 542,972 shares; 2025Q1: 536,713 shares; 2025Q2: 497,507 shares; 2025Q3: 493,147 shares; 2025Q4: 472,177 shares 472,177 $15.4M 0.76% -20,970 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,440 shares; 2024Q4: 56,076 shares; 2025Q1: 59,934 shares; 2025Q2: 59,768 shares; 2025Q3: 60,916 shares; 2025Q4: 59,547 shares 59,547 $15.3M 0.75% -1,369 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,031 shares; 2024Q4: 69,895 shares; 2025Q1: 70,045 shares; 2025Q2: 129,437 shares; 2025Q3: 130,398 shares; 2025Q4: 132,083 shares 132,083 $14M 0.69% +1,685 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,631 shares; 2024Q4: 39,739 shares; 2025Q1: 39,630 shares; 2025Q2: 39,389 shares; 2025Q3: 39,512 shares; 2025Q4: 39,617 shares 39,617 $13.9M 0.68% +105 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,229 shares; 2024Q4: 71,589 shares; 2025Q1: 77,419 shares; 2025Q2: 72,057 shares; 2025Q3: 76,870 shares; 2025Q4: 82,001 shares 82,001 $12.7M 0.62% +5,131 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,461 shares; 2024Q4: 117,029 shares; 2025Q1: 118,311 shares; 2025Q2: 118,644 shares; 2025Q3: 114,745 shares; 2025Q4: 113,482 shares 113,482 $12.2M 0.6% -1,263 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,019 shares; 2024Q4: 83,423 shares; 2025Q1: 83,553 shares; 2025Q2: 82,023 shares; 2025Q3: 81,963 shares; 2025Q4: 81,851 shares 81,851 $11.7M 0.58% -112 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,715 shares; 2024Q4: 87,755 shares; 2025Q1: 97,091 shares; 2025Q2: 95,768 shares; 2025Q3: 98,583 shares; 2025Q4: 99,563 shares 99,563 $11.7M 0.57% +980 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,135 shares; 2024Q4: 52,872 shares; 2025Q1: 52,466 shares; 2025Q2: 50,355 shares; 2025Q3: 52,314 shares; 2025Q4: 52,306 shares 52,306 $10.9M 0.54% -8 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,950 shares; 2024Q4: 162,435 shares; 2025Q1: 159,954 shares; 2025Q2: 101,463 shares; 2025Q3: 98,837 shares; 2025Q4: 97,619 shares 97,619 $10.9M 0.54% -1,218 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,624 shares; 2024Q4: 41,306 shares; 2025Q1: 40,794 shares; 2025Q2: 39,145 shares; 2025Q3: 36,608 shares; 2025Q4: 35,507 shares 35,507 $10.3M 0.51% -1,101 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,226 shares; 2024Q4: 87,939 shares; 2025Q1: 91,586 shares; 2025Q2: 55,393 shares; 2025Q3: 49,484 shares; 2025Q4: 49,500 shares 49,500 $10.2M 0.5% +16 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,059 shares; 2024Q4: 32,616 shares; 2025Q1: 32,966 shares; 2025Q2: 32,770 shares; 2025Q3: 32,992 shares; 2025Q4: 33,584 shares 33,584 $10.1M 0.5% +592 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,817 shares; 2024Q4: 38,102 shares; 2025Q1: 36,466 shares; 2025Q2: 36,951 shares; 2025Q3: 37,363 shares; 2025Q4: 62,668 shares 62,668 $10.1M 0.49% +25,305 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,875 shares; 2024Q4: 89,405 shares; 2025Q1: 93,012 shares; 2025Q2: 92,217 shares; 2025Q3: 94,702 shares; 2025Q4: 92,275 shares 92,275 $9.71M 0.48% -2,427 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,465 shares; 2024Q4: 26,331 shares; 2025Q1: 26,450 shares; 2025Q2: 24,959 shares; 2025Q3: 25,380 shares; 2025Q4: 24,937 shares 24,937 $9.71M 0.48% -443 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,712 shares; 2024Q4: 65,415 shares; 2025Q1: 68,290 shares; 2025Q2: 65,501 shares; 2025Q3: 65,493 shares; 2025Q4: 66,447 shares 66,447 $9.54M 0.47% +954 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,084 shares; 2024Q4: 25,118 shares; 2025Q1: 26,153 shares; 2025Q2: 26,803 shares; 2025Q3: 27,197 shares; 2025Q4: 27,157 shares 27,157 $9.52M 0.47% -40 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,806 shares; 2024Q4: 36,774 shares; 2025Q1: 36,526 shares; 2025Q2: 36,653 shares; 2025Q3: 38,107 shares; 2025Q4: 39,413 shares 39,413 $9.5M 0.47% +1,306 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,701 shares; 2024Q4: 109,845 shares; 2025Q1: 110,310 shares; 2025Q2: 108,413 shares; 2025Q3: 110,073 shares; 2025Q4: 109,057 shares 109,057 $9.19M 0.45% -1,016 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,951 shares; 2024Q4: 6,951 shares; 2025Q1: 6,830 shares; 2025Q2: 6,785 shares; 2025Q3: 6,720 shares; 2025Q4: 8,469 shares 8,469 $9.1M 0.45% +1,749 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,636 shares; 2024Q4: 24,324 shares; 2025Q1: 24,404 shares; 2025Q2: 26,395 shares; 2025Q3: 27,145 shares; 2025Q4: 27,261 shares 27,261 $8.92M 0.44% +116 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,987 shares; 2024Q4: 24,922 shares; 2025Q1: 24,911 shares; 2025Q2: 24,928 shares; 2025Q3: 25,223 shares; 2025Q4: 25,487 shares 25,487 $8.77M 0.43% +264 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129,560 shares 129,560 $8.47M 0.42% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,395 shares; 2025Q3: 49,236 shares; 2025Q4: 46,166 shares 46,166 $8.11M 0.4% -3,070 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,910 shares; 2024Q4: 24,600 shares; 2025Q1: 24,645 shares; 2025Q2: 24,200 shares; 2025Q3: 24,663 shares; 2025Q4: 24,731 shares 24,731 $7.72M 0.38% +68 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,839 shares; 2024Q4: 14,334 shares; 2025Q1: 14,720 shares; 2025Q2: 14,825 shares; 2025Q3: 15,258 shares; 2025Q4: 15,702 shares 15,702 $7.59M 0.37% +444 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 1,740 shares; 2025Q1: 1,755 shares; 2025Q2: 3,455 shares; 2025Q3: 3,515 shares; 2025Q4: 3,514 shares 3,514 $7.55M 0.37% -1 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,274 shares; 2024Q4: 30,865 shares; 2025Q1: 30,532 shares; 2025Q2: 31,835 shares; 2025Q3: 31,731 shares; 2025Q4: 31,361 shares 31,361 $7.17M 0.35% -370 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,571 shares 28,571 $6.94M 0.34% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,998 shares; 2024Q4: 23,193 shares; 2025Q1: 22,839 shares; 2025Q2: 20,898 shares; 2025Q3: 21,308 shares; 2025Q4: 20,750 shares 20,750 $6.85M 0.34% -558 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,985 shares; 2024Q4: 120,827 shares; 2025Q1: 113,527 shares; 2025Q2: 138,677 shares; 2025Q3: 141,417 shares; 2025Q4: 131,777 shares 131,777 $6.73M 0.33% -9,640 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,195 shares; 2024Q4: 70,220 shares; 2025Q1: 150,220 shares; 2025Q2: 108,831 shares; 2025Q3: 98,306 shares; 2025Q4: 98,306 shares 98,306 $6.6M 0.32% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,665 shares; 2024Q4: 94,261 shares; 2025Q1: 93,464 shares; 2025Q2: 92,347 shares; 2025Q3: 88,432 shares; 2025Q4: 87,370 shares 87,370 $6.59M 0.32% -1,062 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,902 shares; 2024Q4: 7,800 shares; 2025Q1: 7,629 shares; 2025Q2: 7,421 shares; 2025Q3: 7,015 shares; 2025Q4: 7,027 shares 7,027 $6.18M 0.3% +12 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,043 shares; 2024Q4: 57,801 shares; 2025Q1: 57,701 shares; 2025Q2: 50,650 shares; 2025Q3: 49,990 shares; 2025Q4: 49,890 shares 49,890 $6.15M 0.3% -100 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,094 shares; 2024Q4: 7,801 shares; 2025Q1: 7,805 shares; 2025Q2: 10,060 shares; 2025Q3: 10,452 shares; 2025Q4: 10,210 shares 10,210 $5.85M 0.29% -242 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,648 shares; 2024Q4: 17,153 shares; 2025Q1: 15,551 shares; 2025Q2: 15,738 shares; 2025Q3: 15,518 shares; 2025Q4: 12,089 shares 12,089 $5.72M 0.28% -3,429 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,923 shares; 2024Q4: 17,759 shares; 2025Q1: 17,518 shares; 2025Q2: 18,018 shares; 2025Q3: 18,517 shares; 2025Q4: 18,639 shares 18,639 $5.7M 0.28% +122 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,850 shares; 2024Q4: 104,105 shares; 2025Q1: 108,560 shares; 2025Q2: 107,989 shares; 2025Q3: 107,755 shares; 2025Q4: 105,133 shares 105,133 $5.65M 0.28% -2,622 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,822 shares; 2024Q4: 4,804 shares; 2025Q1: 4,604 shares; 2025Q2: 4,474 shares; 2025Q3: 4,433 shares; 2025Q4: 4,409 shares 4,409 $5.36M 0.26% -24 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,614 shares; 2024Q4: 42,794 shares; 2025Q1: 41,913 shares; 2025Q2: 42,631 shares; 2025Q3: 42,613 shares; 2025Q4: 41,957 shares 41,957 $5.26M 0.26% -656 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,035 shares; 2024Q4: 56,613 shares; 2025Q1: 56,640 shares; 2025Q2: 56,642 shares; 2025Q3: 56,027 shares; 2025Q4: 56,363 shares 56,363 $5.25M 0.26% +336 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,292 shares; 2024Q4: 158,978 shares; 2025Q1: 194,261 shares; 2025Q2: 190,482 shares; 2025Q3: 206,474 shares; 2025Q4: 209,725 shares 209,725 $5.22M 0.26% +3,251 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,713 shares; 2024Q4: 57,319 shares; 2025Q1: 60,536 shares; 2025Q2: 59,716 shares; 2025Q3: 64,446 shares; 2025Q4: 59,104 shares 59,104 $4.95M 0.24% -5,342 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,899 shares; 2024Q4: 3,899 shares; 2025Q1: 3,899 shares; 2025Q2: 19,764 shares; 2025Q3: 19,097 shares; 2025Q4: 12,672 shares 12,672 $4.9M 0.24% -6,425 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,113 shares; 2024Q4: 102,155 shares; 2025Q1: 110,358 shares; 2025Q2: 108,329 shares; 2025Q3: 121,102 shares; 2025Q4: 126,382 shares 126,382 $4.85M 0.24% +5,280 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,716 shares 73,716 $4.82M 0.24% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,627 shares; 2024Q4: 18,357 shares; 2025Q1: 17,979 shares; 2025Q2: 19,029 shares; 2025Q3: 18,887 shares; 2025Q4: 18,711 shares 18,711 $4.81M 0.24% -176 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,835 shares; 2024Q4: 53,519 shares; 2025Q1: 51,109 shares; 2025Q2: 51,330 shares; 2025Q3: 52,055 shares; 2025Q4: 76,725 shares 76,725 $4.42M 0.22% +24,670 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,207 shares; 2024Q4: 33,356 shares; 2025Q1: 33,358 shares; 2025Q2: 33,298 shares; 2025Q3: 33,120 shares; 2025Q4: 32,840 shares 32,840 $4.36M 0.21% -280 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,341 shares; 2024Q4: 14,313 shares; 2025Q1: 14,320 shares; 2025Q2: 14,270 shares; 2025Q3: 14,671 shares; 2025Q4: 14,684 shares 14,684 $4.35M 0.21% +13 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,673 shares; 2024Q4: 64,666 shares; 2025Q1: 64,234 shares; 2025Q2: 62,661 shares; 2025Q3: 62,341 shares; 2025Q4: 62,041 shares 62,041 $4.34M 0.21% -300 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,678 shares; 2024Q4: 11,651 shares; 2025Q1: 11,453 shares; 2025Q2: 11,441 shares; 2025Q3: 11,391 shares; 2025Q4: 11,397 shares 11,397 $4.22M 0.21% +6 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,970 shares; 2024Q4: 37,915 shares; 2025Q1: 37,609 shares; 2025Q2: 36,427 shares; 2025Q3: 36,339 shares; 2025Q4: 35,199 shares 35,199 $4.14M 0.2% -1,140 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,423 shares; 2024Q4: 26,324 shares; 2025Q1: 25,644 shares; 2025Q2: 25,074 shares; 2025Q3: 20,615 shares; 2025Q4: 20,350 shares 20,350 $3.97M 0.2% -265 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,153 shares; 2024Q4: 21,752 shares; 2025Q1: 20,373 shares; 2025Q2: 23,017 shares; 2025Q3: 22,877 shares; 2025Q4: 23,087 shares 23,087 $3.95M 0.19% +210 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,283 shares; 2024Q4: 75,263 shares; 2025Q1: 70,213 shares; 2025Q2: 41,250 shares; 2025Q3: 37,786 shares; 2025Q4: 35,281 shares 35,281 $3.89M 0.19% -2,505 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,845 shares; 2024Q4: 11,643 shares; 2025Q1: 11,500 shares; 2025Q2: 11,460 shares; 2025Q3: 11,295 shares; 2025Q4: 11,197 shares 11,197 $3.77M 0.19% -98 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,088 shares; 2024Q4: 49,533 shares; 2025Q1: 45,206 shares; 2025Q2: 42,231 shares; 2025Q3: 41,470 shares; 2025Q4: 83,546 shares 83,546 $3.74M 0.18% +42,076 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,842 shares; 2024Q4: 164,187 shares; 2025Q1: 160,186 shares; 2025Q2: 143,041 shares; 2025Q3: 126,679 shares; 2025Q4: 121,374 shares 121,374 $3.65M 0.18% -5,305 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,301 shares; 2024Q4: 215,078 shares; 2025Q1: 215,853 shares; 2025Q2: 176,328 shares; 2025Q3: 143,090 shares; 2025Q4: 137,579 shares 137,579 $3.61M 0.18% -5,511 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,300 shares; 2024Q4: 81,222 shares; 2025Q1: 81,222 shares; 2025Q2: 81,222 shares; 2025Q3: 81,222 shares; 2025Q4: 81,222 shares 81,222 $3.61M 0.18% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,805 shares; 2024Q4: 11,749 shares; 2025Q1: 11,680 shares; 2025Q2: 13,744 shares; 2025Q3: 13,704 shares; 2025Q4: 13,431 shares 13,431 $3.31M 0.16% -273 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,252 shares; 2024Q4: 46,252 shares; 2025Q1: 46,252 shares; 2025Q2: 46,252 shares; 2025Q3: 46,252 shares; 2025Q4: 46,252 shares 46,252 $3.28M 0.16% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,947 shares; 2024Q4: 6,839 shares; 2025Q1: 7,263 shares; 2025Q2: 7,173 shares; 2025Q3: 6,618 shares; 2025Q4: 6,446 shares 6,446 $3.24M 0.16% -172 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,692 shares; 2024Q4: 52,727 shares; 2025Q1: 62,887 shares; 2025Q2: 61,541 shares; 2025Q3: 74,496 shares; 2025Q4: 60,866 shares 60,866 $3.22M 0.16% -13,630 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,965 shares; 2024Q4: 87,561 shares; 2025Q1: 87,123 shares; 2025Q2: 118,330 shares; 2025Q3: 116,833 shares; 2025Q4: 111,632 shares 111,632 $3.18M 0.16% -5,201 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,059 shares; 2025Q1: 2,916 shares; 2025Q2: 2,957 shares; 2025Q3: 2,846 shares; 2025Q4: 2,799 shares 2,799 $3M 0.15% -47 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,494 shares; 2024Q4: 4,494 shares; 2025Q1: 4,494 shares; 2025Q2: 6,994 shares; 2025Q3: 6,994 shares; 2025Q4: 6,994 shares 6,994 $2.74M 0.13% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,583 shares; 2024Q4: 24,479 shares; 2025Q1: 24,187 shares; 2025Q2: 24,087 shares; 2025Q3: 15,935 shares; 2025Q4: 16,742 shares 16,742 $2.68M 0.13% +807 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,770 shares; 2024Q4: 35,770 shares; 2025Q1: 35,770 shares; 2025Q2: 35,770 shares; 2025Q3: 35,770 shares; 2025Q4: 36,050 shares 36,050 $2.65M 0.13% +280 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,553 shares; 2024Q4: 17,039 shares; 2025Q1: 16,370 shares; 2025Q2: 16,155 shares; 2025Q3: 15,814 shares; 2025Q4: 15,242 shares 15,242 $2.64M 0.13% -572 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,693 shares; 2024Q4: 14,613 shares; 2025Q1: 14,299 shares; 2025Q2: 13,949 shares; 2025Q3: 13,859 shares; 2025Q4: 13,859 shares 13,859 $2.53M 0.12% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,287 shares; 2024Q4: 7,287 shares; 2025Q1: 7,287 shares; 2025Q2: 12,287 shares; 2025Q3: 12,287 shares; 2025Q4: 12,287 shares 12,287 $2.49M 0.12% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,745 shares; 2024Q4: 8,699 shares; 2025Q1: 8,729 shares; 2025Q2: 8,126 shares; 2025Q3: 10,348 shares; 2025Q4: 10,099 shares 10,099 $2.34M 0.12% -249 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,624 shares; 2024Q4: 30,943 shares; 2025Q1: 30,278 shares; 2025Q2: 30,111 shares; 2025Q3: 24,290 shares; 2025Q4: 22,348 shares 22,348 $2.25M 0.11% -1,942 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,502 shares; 2024Q4: 11,958 shares; 2025Q1: 11,615 shares; 2025Q2: 11,428 shares; 2025Q3: 11,395 shares; 2025Q4: 10,924 shares 10,924 $2.25M 0.11% -471 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,246 shares; 2024Q4: 3,185 shares; 2025Q1: 3,126 shares; 2025Q2: 3,127 shares; 2025Q3: 3,011 shares; 2025Q4: 4,785 shares 4,785 $2.23M 0.11% +1,774 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,915 shares; 2024Q4: 7,915 shares; 2025Q1: 7,915 shares; 2025Q2: 7,915 shares; 2025Q3: 7,915 shares; 2025Q4: 7,915 shares 7,915 $2.21M 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,474 shares; 2024Q4: 5,474 shares; 2025Q1: 5,622 shares; 2025Q2: 6,022 shares; 2025Q3: 9,955 shares; 2025Q4: 9,926 shares 9,926 $2.18M 0.11% -29 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,750 shares; 2024Q4: 45,949 shares; 2025Q1: 45,949 shares; 2025Q2: 45,949 shares; 2025Q3: 45,949 shares; 2025Q4: 45,949 shares 45,949 $2.15M 0.11% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,106 shares; 2024Q4: 28,768 shares; 2025Q1: 27,771 shares; 2025Q2: 25,178 shares; 2025Q3: 25,578 shares; 2025Q4: 25,506 shares 25,506 $2.15M 0.11% -72 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,908 shares; 2024Q4: 28,608 shares; 2025Q1: 28,611 shares; 2025Q2: 28,608 shares; 2025Q3: 27,708 shares; 2025Q4: 27,175 shares 27,175 $2.15M 0.11% -533 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,257 shares; 2024Q4: 18,406 shares; 2025Q1: 18,238 shares; 2025Q2: 18,003 shares; 2025Q3: 17,953 shares; 2025Q4: 18,015 shares 18,015 $2.09M 0.1% +62 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,537 shares; 2024Q4: 25,487 shares; 2025Q1: 25,113 shares; 2025Q2: 21,112 shares; 2025Q3: 17,851 shares; 2025Q4: 19,005 shares 19,005 $2.04M 0.1% +1,154 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,360 shares; 2024Q4: 29,710 shares; 2025Q1: 29,718 shares; 2025Q2: 30,118 shares; 2025Q3: 30,110 shares; 2025Q4: 37,425 shares 37,425 $2.01M 0.1% +7,315 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,361 shares; 2024Q4: 14,743 shares; 2025Q1: 14,522 shares; 2025Q2: 14,534 shares; 2025Q3: 14,349 shares; 2025Q4: 14,118 shares 14,118 $1.95M 0.1% -231 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,464 shares; 2024Q4: 26,909 shares; 2025Q1: 26,929 shares; 2025Q2: 26,547 shares; 2025Q3: 29,626 shares; 2025Q4: 32,047 shares 32,047 $1.88M 0.09% +2,421 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,398 shares; 2024Q4: 19,191 shares; 2025Q1: 19,117 shares; 2025Q2: 19,069 shares; 2025Q3: 19,091 shares; 2025Q4: 19,074 shares 19,074 $1.83M 0.09% -17 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,231 shares; 2024Q4: 16,078 shares; 2025Q1: 15,924 shares; 2025Q2: 15,819 shares; 2025Q3: 15,659 shares; 2025Q4: 15,208 shares 15,208 $1.82M 0.09% -451 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,517 shares; 2024Q4: 23,161 shares; 2025Q1: 22,230 shares; 2025Q2: 24,000 shares; 2025Q3: 23,950 shares; 2025Q4: 24,629 shares 24,629 $1.81M 0.09% +679 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,338 shares; 2024Q4: 5,338 shares; 2025Q1: 5,268 shares; 2025Q2: 6,865 shares; 2025Q3: 7,221 shares; 2025Q4: 7,364 shares 7,364 $1.78M 0.09% +143 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,420 shares; 2024Q4: 36,045 shares; 2025Q1: 38,818 shares; 2025Q2: 33,098 shares; 2025Q3: 33,220 shares; 2025Q4: 32,835 shares 32,835 $1.77M 0.09% -385 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,905 shares; 2024Q4: 4,834 shares; 2025Q1: 4,925 shares; 2025Q2: 6,768 shares; 2025Q3: 6,703 shares; 2025Q4: 6,641 shares 6,641 $1.71M 0.08% -62 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,319 shares; 2024Q4: 8,207 shares; 2025Q1: 7,918 shares; 2025Q2: 7,125 shares; 2025Q3: 7,113 shares; 2025Q4: 6,938 shares 6,938 $1.71M 0.08% -175 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,050 shares; 2024Q4: 14,204 shares; 2025Q1: 14,164 shares; 2025Q2: 13,594 shares; 2025Q3: 14,666 shares; 2025Q4: 14,524 shares 14,524 $1.65M 0.08% -142 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,800 shares; 2024Q4: 7,800 shares; 2025Q1: 7,801 shares; 2025Q2: 7,775 shares; 2025Q3: 7,775 shares; 2025Q4: 7,777 shares 7,777 $1.62M 0.08% +2 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,766 shares; 2024Q4: 29,318 shares; 2025Q1: 31,116 shares; 2025Q2: 31,116 shares; 2025Q3: 44,926 shares; 2025Q4: 44,526 shares 44,526 $1.61M 0.08% -400 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,347 shares; 2024Q4: 12,725 shares; 2025Q1: 13,152 shares; 2025Q2: 10,594 shares; 2025Q3: 9,500 shares; 2025Q4: 8,892 shares 8,892 $1.61M 0.08% -608 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,375 shares; 2024Q4: 29,375 shares; 2025Q1: 29,293 shares; 2025Q2: 29,293 shares; 2025Q3: 29,333 shares; 2025Q4: 29,293 shares 29,293 $1.6M 0.08% -40 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 388 shares; 2025Q3: 1,949 shares; 2025Q4: 2,567 shares 2,567 $1.58M 0.08% +618 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,660 shares; 2024Q4: 16,212 shares; 2025Q1: 16,745 shares; 2025Q2: 17,715 shares; 2025Q3: 19,793 shares; 2025Q4: 19,743 shares 19,743 $1.57M 0.08% -50 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,808 shares; 2024Q4: 17,183 shares; 2025Q1: 17,183 shares; 2025Q2: 17,148 shares; 2025Q3: 16,683 shares; 2025Q4: 16,172 shares 16,172 $1.56M 0.08% -511 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,408 shares; 2024Q4: 7,343 shares; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares; 2025Q4: 7,300 shares 7,300 $1.55M 0.08% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,081 shares; 2024Q4: 22,931 shares; 2025Q1: 22,448 shares; 2025Q2: 21,733 shares; 2025Q3: 21,314 shares; 2025Q4: 20,977 shares 20,977 $1.54M 0.08% -337 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,609 shares; 2024Q4: 6,609 shares; 2025Q1: 5,523 shares; 2025Q2: 5,411 shares; 2025Q3: 5,398 shares; 2025Q4: 5,254 shares 5,254 $1.52M 0.08% -144 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,768 shares; 2024Q4: 15,768 shares; 2025Q1: 15,768 shares; 2025Q2: 15,768 shares; 2025Q3: 15,768 shares; 2025Q4: 15,668 shares 15,668 $1.5M 0.07% -100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,012 shares; 2024Q4: 12,537 shares; 2025Q1: 12,502 shares; 2025Q2: 12,027 shares; 2025Q3: 9,573 shares; 2025Q4: 9,295 shares 9,295 $1.49M 0.07% -278 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,881 shares; 2024Q4: 3,651 shares; 2025Q1: 3,585 shares; 2025Q2: 5,196 shares; 2025Q3: 5,906 shares; 2025Q4: 5,536 shares 5,536 $1.49M 0.07% -370 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,765 shares; 2024Q4: 9,091 shares; 2025Q1: 9,618 shares; 2025Q2: 9,468 shares; 2025Q3: 9,418 shares; 2025Q4: 9,100 shares 9,100 $1.48M 0.07% -318 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,782 shares; 2024Q4: not reported; 2025Q1: 31,251 shares; 2025Q2: 30,801 shares; 2025Q3: 30,625 shares; 2025Q4: 29,016 shares 29,016 $1.48M 0.07% -1,609 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,561 shares; 2024Q4: 15,707 shares; 2025Q1: 15,691 shares; 2025Q2: 13,313 shares; 2025Q3: 13,256 shares; 2025Q4: 13,063 shares 13,063 $1.45M 0.07% -193 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 6,916 shares; 2025Q1: 5,207 shares; 2025Q2: 6,272 shares; 2025Q3: 4,947 shares; 2025Q4: 5,015 shares 5,015 $1.44M 0.07% +68 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: 4,583 shares; 2025Q1: 4,558 shares; 2025Q2: 4,503 shares; 2025Q3: 4,469 shares; 2025Q4: 4,251 shares 4,251 $1.44M 0.07% -218 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,883 shares; 2024Q4: 10,761 shares; 2025Q1: 10,715 shares; 2025Q2: 10,620 shares; 2025Q3: 10,580 shares; 2025Q4: 10,309 shares 10,309 $1.41M 0.07% -271 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,410 shares; 2024Q4: 25,869 shares; 2025Q1: 23,669 shares; 2025Q2: 25,169 shares; 2025Q3: 28,438 shares; 2025Q4: 25,661 shares 25,661 $1.38M 0.07% -2,777 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,816 shares; 2024Q4: 23,708 shares; 2025Q1: 23,758 shares; 2025Q2: 24,322 shares; 2025Q3: 23,758 shares; 2025Q4: 24,411 shares 24,411 $1.34M 0.07% +653 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,856 shares; 2024Q4: 26,081 shares; 2025Q1: 25,881 shares; 2025Q2: 25,881 shares; 2025Q3: 27,126 shares; 2025Q4: 27,187 shares 27,187 $1.34M 0.07% +61 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,859 shares; 2024Q4: 3,859 shares; 2025Q1: 3,867 shares; 2025Q2: 3,817 shares; 2025Q3: 4,199 shares; 2025Q4: 4,185 shares 4,185 $1.29M 0.06% -14 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,964 shares; 2024Q4: 31,964 shares; 2025Q1: 31,964 shares; 2025Q2: 31,964 shares; 2025Q3: 31,964 shares; 2025Q4: 31,964 shares 31,964 $1.27M 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,312 shares; 2024Q4: 10,652 shares; 2025Q1: 10,652 shares; 2025Q2: 9,867 shares; 2025Q3: 9,867 shares; 2025Q4: 9,981 shares 9,981 $1.26M 0.06% +114 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,433 shares; 2024Q4: 16,433 shares; 2025Q1: 15,828 shares; 2025Q2: 15,828 shares; 2025Q3: 15,627 shares; 2025Q4: 15,582 shares 15,582 $1.25M 0.06% -45 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,668 shares; 2024Q4: 18,668 shares; 2025Q1: 18,512 shares; 2025Q2: 18,512 shares; 2025Q3: 18,660 shares; 2025Q4: 18,655 shares 18,655 $1.25M 0.06% -5 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,819 shares; 2024Q4: 11,847 shares; 2025Q1: 13,852 shares; 2025Q2: 13,916 shares; 2025Q3: 13,793 shares; 2025Q4: 13,211 shares 13,211 $1.24M 0.06% -582 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,393 shares; 2024Q4: 44,159 shares; 2025Q1: 29,201 shares; 2025Q2: 29,651 shares; 2025Q3: 29,859 shares; 2025Q4: 33,170 shares 33,170 $1.22M 0.06% +3,311 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,855 shares; 2024Q4: 2,855 shares; 2025Q1: 1,405 shares; 2025Q2: 3,305 shares; 2025Q3: 3,265 shares; 2025Q4: 3,265 shares 3,265 $1.22M 0.06% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,061 shares; 2024Q4: 8,061 shares; 2025Q1: 8,061 shares; 2025Q2: 7,811 shares; 2025Q3: 7,811 shares; 2025Q4: 7,829 shares 7,829 $1.21M 0.06% +18 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,794 shares; 2024Q4: 39,003 shares; 2025Q1: 38,558 shares; 2025Q2: 38,108 shares; 2025Q3: 37,143 shares; 2025Q4: 36,713 shares 36,713 $1.2M 0.06% -430 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,153 shares; 2024Q4: 6,927 shares; 2025Q1: 6,781 shares; 2025Q2: 6,661 shares; 2025Q3: 6,592 shares; 2025Q4: 6,029 shares 6,029 $1.17M 0.06% -563 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 3,629 shares; 2025Q1: 3,575 shares; 2025Q2: 3,525 shares; 2025Q3: 3,539 shares; 2025Q4: 3,410 shares 3,410 $1.15M 0.06% -129 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,936 shares; 2024Q4: 8,905 shares; 2025Q1: 8,874 shares; 2025Q2: 8,897 shares; 2025Q3: 8,812 shares; 2025Q4: 8,655 shares 8,655 $1.12M 0.05% -157 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,353 shares; 2024Q4: 11,492 shares; 2025Q1: 11,536 shares; 2025Q2: 11,566 shares; 2025Q3: 11,529 shares; 2025Q4: 11,295 shares 11,295 $1.12M 0.05% -234 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,578 shares; 2024Q4: 13,167 shares; 2025Q1: 12,343 shares; 2025Q2: 11,818 shares; 2025Q3: 11,602 shares; 2025Q4: 10,581 shares 10,581 $1.08M 0.05% -1,021 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 2,947 shares; 2025Q1: 3,147 shares; 2025Q2: 3,221 shares; 2025Q3: 3,208 shares; 2025Q4: 3,209 shares 3,209 $1.08M 0.05% +1 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,858 shares; 2024Q4: 2,858 shares; 2025Q1: 2,861 shares; 2025Q2: 2,939 shares; 2025Q3: 3,010 shares; 2025Q4: 3,014 shares 3,014 $1.06M 0.05% +4 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,512 shares; 2025Q1: 1,519 shares; 2025Q2: 1,579 shares; 2025Q3: 3,643 shares; 2025Q4: 5,859 shares 5,859 $1.02M 0.05% +2,216 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,454 shares; 2024Q4: 8,104 shares; 2025Q1: 7,837 shares; 2025Q2: 7,712 shares; 2025Q3: 7,712 shares; 2025Q4: 8,066 shares 8,066 $984K 0.05% +354 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,654 shares; 2024Q4: 18,519 shares; 2025Q1: 18,474 shares; 2025Q2: 18,460 shares; 2025Q3: 18,400 shares; 2025Q4: 18,382 shares 18,382 $981K 0.05% -18 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,581 shares; 2025Q1: 1,564 shares; 2025Q2: 3,052 shares; 2025Q3: 3,076 shares; 2025Q4: 4,082 shares 4,082 $934K 0.05% +1,006 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,573 shares; 2024Q4: 37,113 shares; 2025Q1: 37,329 shares; 2025Q2: 36,092 shares; 2025Q3: 36,132 shares; 2025Q4: 9,203 shares 9,203 $913K 0.04% -26,929 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,196 shares; 2024Q4: 4,043 shares; 2025Q1: 4,018 shares; 2025Q2: 3,981 shares; 2025Q3: 3,924 shares; 2025Q4: 3,662 shares 3,662 $905K 0.04% -262 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,817 shares; 2024Q4: 16,212 shares; 2025Q1: 16,023 shares; 2025Q2: 15,873 shares; 2025Q3: 15,873 shares; 2025Q4: 15,873 shares 15,873 $902K 0.04% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,346 shares; 2024Q4: 11,473 shares; 2025Q1: 11,430 shares; 2025Q2: 11,282 shares; 2025Q3: 11,211 shares; 2025Q4: 11,445 shares 11,445 $901K 0.04% +234 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,897 shares; 2024Q4: 6,897 shares; 2025Q1: 6,704 shares; 2025Q2: 6,704 shares; 2025Q3: 6,604 shares; 2025Q4: 6,424 shares 6,424 $898K 0.04% -180 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,688 shares; 2024Q4: 60,209 shares; 2025Q1: 57,335 shares; 2025Q2: 10,867 shares; 2025Q3: 8,992 shares; 2025Q4: 11,361 shares 11,361 $883K 0.04% +2,369 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,884 shares; 2024Q4: 5,884 shares; 2025Q1: 5,884 shares; 2025Q2: 5,884 shares; 2025Q3: 5,884 shares; 2025Q4: 6,129 shares 6,129 $865K 0.04% +245 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1,080 shares; 2025Q1: 1,086 shares; 2025Q2: 1,134 shares; 2025Q3: 1,370 shares; 2025Q4: 1,461 shares 1,461 $834K 0.04% +91 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,995 shares; 2025Q4: 4,692 shares 4,692 $834K 0.04% +1,697 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 5,450 shares; 2025Q4: 11,900 shares 11,900 $827K 0.04% +6,450 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,595 shares; 2024Q4: 11,595 shares; 2025Q1: 11,595 shares; 2025Q2: 10,534 shares; 2025Q3: 10,534 shares; 2025Q4: 10,534 shares 10,534 $781K 0.04% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,768 shares; 2024Q4: 7,733 shares; 2025Q1: 7,017 shares; 2025Q2: 6,506 shares; 2025Q3: 6,506 shares; 2025Q4: 6,166 shares 6,166 $757K 0.04% -340 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.04% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,404 shares; 2024Q4: 33,098 shares; 2025Q1: 30,616 shares; 2025Q2: 29,677 shares; 2025Q3: 31,497 shares; 2025Q4: 30,187 shares 30,187 $750K 0.04% -1,310 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,530 shares; 2024Q4: 9,880 shares; 2025Q1: 7,830 shares; 2025Q2: 7,920 shares; 2025Q3: 7,744 shares; 2025Q4: 11,573 shares 11,573 $737K 0.04% +3,829 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,050 shares; 2024Q4: 7,050 shares; 2025Q1: 6,950 shares; 2025Q2: 6,950 shares; 2025Q3: 8,574 shares; 2025Q4: 8,173 shares 8,173 $716K 0.04% -401 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,970 shares; 2024Q4: 19,601 shares; 2025Q1: 19,602 shares; 2025Q2: 19,231 shares; 2025Q3: 19,363 shares; 2025Q4: 17,515 shares 17,515 $704K 0.03% -1,848 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,337 shares; 2025Q2: 5,137 shares; 2025Q3: 4,959 shares; 2025Q4: 4,929 shares 4,929 $697K 0.03% -30 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,853 shares; 2024Q4: 17,867 shares; 2025Q1: 16,510 shares; 2025Q2: 18,031 shares; 2025Q3: 17,891 shares; 2025Q4: 17,073 shares 17,073 $695K 0.03% -818 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares 17,000 $677K 0.03% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,225 shares; 2024Q4: 11,092 shares; 2025Q1: 11,092 shares; 2025Q2: 11,092 shares; 2025Q3: 11,092 shares; 2025Q4: 11,092 shares 11,092 $670K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,019 shares; 2024Q4: 6,519 shares; 2025Q1: 6,470 shares; 2025Q2: 6,470 shares; 2025Q3: 6,320 shares; 2025Q4: 7,336 shares 7,336 $640K 0.03% +1,016 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,470 shares; 2024Q4: 5,353 shares; 2025Q1: 5,365 shares; 2025Q2: 6,161 shares; 2025Q3: 6,131 shares; 2025Q4: 7,107 shares 7,107 $639K 0.03% +976 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,428 shares; 2025Q3: 1,371 shares; 2025Q4: 2,352 shares 2,352 $638K 0.03% +981 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,711 shares 7,711 $630K 0.03% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,902 shares; 2024Q4: 3,987 shares; 2025Q1: 3,989 shares; 2025Q2: 3,948 shares; 2025Q3: 3,927 shares; 2025Q4: 3,420 shares 3,420 $622K 0.03% -507 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,487 shares; 2024Q4: 11,365 shares; 2025Q1: 9,820 shares; 2025Q2: 8,660 shares; 2025Q3: 6,622 shares; 2025Q4: 6,522 shares 6,522 $621K 0.03% -100 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,853 shares; 2024Q4: 35,226 shares; 2025Q1: 32,330 shares; 2025Q2: 32,330 shares; 2025Q3: 25,297 shares; 2025Q4: 25,297 shares 25,297 $608K 0.03% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,378 shares; 2024Q4: 6,212 shares; 2025Q1: 6,057 shares; 2025Q2: 5,957 shares; 2025Q3: 5,927 shares; 2025Q4: 5,322 shares 5,322 $587K 0.03% -605 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares; 2025Q4: 1,528 shares 1,528 $580K 0.03% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 866 shares; 2025Q1: 868 shares; 2025Q2: 868 shares; 2025Q3: 885 shares; 2025Q4: 880 shares 880 $575K 0.03% -5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,814 shares; 2024Q4: 7,769 shares; 2025Q1: 7,772 shares; 2025Q2: 7,912 shares; 2025Q3: 8,022 shares; 2025Q4: 8,417 shares 8,417 $573K 0.03% +395 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,505 shares; 2025Q4: 28,737 shares 28,737 $552K 0.03% +14,232 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,150 shares; 2024Q4: 43,503 shares; 2025Q1: 43,721 shares; 2025Q2: 7,993 shares; 2025Q3: 7,205 shares; 2025Q4: 5,331 shares 5,331 $521K 0.03% -1,874 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,986 shares; 2024Q4: 4,986 shares; 2025Q1: 4,986 shares; 2025Q2: 4,986 shares; 2025Q3: 4,986 shares; 2025Q4: 4,986 shares 4,986 $511K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,466 shares; 2024Q4: 11,466 shares; 2025Q1: 10,386 shares; 2025Q2: 9,786 shares; 2025Q3: 9,786 shares; 2025Q4: 9,786 shares 9,786 $510K 0.03% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 4,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 10,100 shares 10,100 $508K 0.03% +6,100 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,254 shares; 2024Q4: 11,819 shares; 2025Q1: 10,137 shares; 2025Q2: 9,662 shares; 2025Q3: 9,662 shares; 2025Q4: 8,762 shares 8,762 $504K 0.02% -900 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,597 shares; 2024Q4: 8,597 shares; 2025Q1: 8,597 shares; 2025Q2: 8,211 shares; 2025Q3: 8,211 shares; 2025Q4: 8,233 shares 8,233 $495K 0.02% +22 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 754 shares; 2024Q4: 673 shares; 2025Q1: 676 shares; 2025Q2: 730 shares; 2025Q3: 555 shares; 2025Q4: 573 shares 573 $494K 0.02% +18 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,070 shares; 2024Q4: 5,995 shares; 2025Q1: 5,995 shares; 2025Q2: 5,260 shares; 2025Q3: 5,260 shares; 2025Q4: 5,235 shares 5,235 $494K 0.02% -25 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,675 shares; 2024Q4: 5,140 shares; 2025Q1: 5,040 shares; 2025Q2: 11,990 shares; 2025Q3: 11,936 shares; 2025Q4: 9,790 shares 9,790 $493K 0.02% -2,146 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,001 shares 4,001 $492K 0.02% -899 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,347 shares; 2024Q4: 6,322 shares; 2025Q1: 6,146 shares; 2025Q2: 6,026 shares; 2025Q3: 5,936 shares; 2025Q4: 5,816 shares 5,816 $489K 0.02% -120 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,084 shares 1,084 $481K 0.02% +4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,942 shares; 2024Q4: 9,510 shares; 2025Q1: 9,510 shares; 2025Q2: 9,360 shares; 2025Q3: 8,855 shares; 2025Q4: 9,621 shares 9,621 $481K 0.02% +766 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,214 shares; 2024Q4: 6,964 shares; 2025Q1: 6,914 shares; 2025Q2: 6,664 shares; 2025Q3: 6,414 shares; 2025Q4: 5,196 shares 5,196 $460K 0.02% -1,218 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,033 shares 28,033 $444K 0.02% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,479 shares; 2024Q4: 21,213 shares; 2025Q1: 21,065 shares; 2025Q2: 20,637 shares; 2025Q3: 18,822 shares; 2025Q4: 18,604 shares 18,604 $435K 0.02% -218 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,867 shares 3,867 $434K 0.02% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,373 shares; 2024Q4: 4,973 shares; 2025Q1: 4,973 shares; 2025Q2: 6,570 shares; 2025Q3: 7,790 shares; 2025Q4: 8,093 shares 8,093 $428K 0.02% +303 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares 5,900 $423K 0.02% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,298 shares; 2024Q4: 2,237 shares; 2025Q1: 2,242 shares; 2025Q2: 2,151 shares; 2025Q3: 2,151 shares; 2025Q4: 2,153 shares 2,153 $420K 0.02% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares 2,450 $418K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,850 shares; 2025Q3: 5,326 shares; 2025Q4: 6,450 shares 6,450 $406K 0.02% +1,124 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,464 shares; 2025Q3: 1,464 shares; 2025Q4: 1,464 shares 1,464 $403K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,464 shares; 2025Q4: 2,469 shares 2,469 $397K 0.02% +5 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 25,551 shares; 2025Q1: 25,731 shares; 2025Q2: 25,731 shares; 2025Q3: 14,076 shares; 2025Q4: 14,076 shares 14,076 $386K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,375 shares; 2025Q4: 2,170 shares 2,170 $365K 0.02% +795 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,926 shares; 2025Q4: 6,013 shares 6,013 $349K 0.02% +2,087 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,495 shares; 2024Q4: 4,480 shares; 2025Q1: 4,470 shares; 2025Q2: 4,315 shares; 2025Q3: 4,128 shares; 2025Q4: 4,130 shares 4,130 $346K 0.02% +2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 2,368 shares; 2025Q1: 2,028 shares; 2025Q2: 1,808 shares; 2025Q3: 1,773 shares; 2025Q4: 1,624 shares 1,624 $334K 0.02% -149 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares 3,700 $331K 0.02% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,259 shares; 2024Q4: 9,042 shares; 2025Q1: 7,926 shares; 2025Q2: 7,926 shares; 2025Q3: 9,838 shares; 2025Q4: 9,501 shares 9,501 $330K 0.02% -337 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,955 shares; 2025Q1: not reported; 2025Q2: 4,955 shares; 2025Q3: 6,737 shares; 2025Q4: 7,062 shares 7,062 $330K 0.02% +325 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,386 shares 2,386 $325K 0.02% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,133 shares; 2024Q4: 2,133 shares; 2025Q1: 2,133 shares; 2025Q2: 2,133 shares; 2025Q3: 2,108 shares; 2025Q4: 2,136 shares 2,136 $323K 0.02% +28 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,130 shares; 2025Q4: 3,130 shares 3,130 $318K 0.02% +1,000 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 570 shares; 2025Q1: 572 shares; 2025Q2: 568 shares; 2025Q3: 538 shares; 2025Q4: 529 shares 529 $302K 0.01% -9 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 3,109 shares; 2025Q1: 3,116 shares; 2025Q2: 2,604 shares; 2025Q3: 2,604 shares; 2025Q4: 2,576 shares 2,576 $297K 0.01% -28 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 949 shares; 2025Q4: 916 shares 916 $297K 0.01% -33 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 1,119 shares; 2025Q1: 956 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares 1,011 $297K 0.01% 0 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,060 shares 2,060 $293K 0.01% new Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,980 shares; 2025Q3: 7,980 shares; 2025Q4: 7,980 shares 7,980 $293K 0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,400 shares; 2025Q4: 21,000 shares 21,000 $291K 0.01% -3,400 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,210 shares; 2025Q3: 3,210 shares; 2025Q4: 3,035 shares 3,035 $289K 0.01% -175 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,863 shares; 2024Q4: 5,863 shares; 2025Q1: 5,613 shares; 2025Q2: 5,613 shares; 2025Q3: 5,613 shares; 2025Q4: 5,438 shares 5,438 $287K 0.01% -175 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,302 shares; 2024Q4: 2,302 shares; 2025Q1: 2,302 shares; 2025Q2: 2,462 shares; 2025Q3: 2,462 shares; 2025Q4: 2,584 shares 2,584 $285K 0.01% +122 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,979 shares 6,979 $282K 0.01% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,145 shares; 2025Q1: 3,965 shares; 2025Q2: 3,965 shares; 2025Q3: 3,913 shares; 2025Q4: 5,868 shares 5,868 $269K 0.01% +1,955 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $269K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,428 shares; 2025Q4: 1,453 shares 1,453 $264K 0.01% +25 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,500 shares; 2025Q3: 10,800 shares; 2025Q4: 10,819 shares 10,819 $256K 0.01% +19 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $251K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,000 shares; 2025Q3: not reported; 2025Q4: 4,908 shares 4,908 $249K 0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: not reported; 2025Q1: 1,593 shares; 2025Q2: 1,706 shares; 2025Q3: 1,592 shares; 2025Q4: 1,529 shares 1,529 $249K 0.01% -63 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,794 shares; 2024Q4: 6,794 shares; 2025Q1: 6,794 shares; 2025Q2: 6,794 shares; 2025Q3: 6,794 shares; 2025Q4: 6,794 shares 6,794 $246K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,896 shares; 2024Q4: 26,425 shares; 2025Q1: 3,153 shares; 2025Q2: 3,163 shares; 2025Q3: 3,133 shares; 2025Q4: 3,087 shares 3,087 $245K 0.01% -46 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,290 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,462 shares; 2025Q3: 2,562 shares; 2025Q4: 2,727 shares 2,727 $238K 0.01% +165 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,446 shares; 2024Q4: 9,246 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,402 shares 9,402 $228K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,463 shares; 2024Q4: 8,275 shares; 2025Q1: 7,541 shares; 2025Q2: 7,513 shares; 2025Q3: 7,180 shares; 2025Q4: 7,532 shares 7,532 $225K 0.01% +352 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,996 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,523 shares; 2025Q4: 4,604 shares 4,604 $220K 0.01% +81 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares 3,500 $218K 0.01% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 4,041 shares; 2025Q1: 2,172 shares; 2025Q2: 1,737 shares; 2025Q3: 1,737 shares; 2025Q4: 1,492 shares 1,492 $215K 0.01% -245 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 648 shares; 2025Q4: 648 shares 648 $209K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,822 shares; 2024Q4: 2,789 shares; 2025Q1: 2,589 shares; 2025Q2: not reported; 2025Q3: 5,178 shares; 2025Q4: 5,191 shares 5,191 $208K 0.01% +13 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,168 shares; 2025Q1: 1,173 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 940 shares 940 $207K 0.01% -83 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,350 shares; 2024Q4: not reported; 2025Q1: 5,350 shares; 2025Q2: not reported; 2025Q3: 5,350 shares; 2025Q4: 5,350 shares 5,350 $205K 0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,270 shares; 2025Q3: 2,657 shares; 2025Q4: 2,657 shares 2,657 $197K 0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,177 shares; 2024Q4: 4,177 shares; 2025Q1: 3,813 shares; 2025Q2: 4,013 shares; 2025Q3: 3,744 shares; 2025Q4: 864 shares 864 $182K 0.01% -2,880 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $166K 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,344 shares; 2025Q1: 1,937 shares; 2025Q2: 690 shares; 2025Q3: 693 shares; 2025Q4: 1,380 shares 1,380 $165K 0.01% +687 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,640 shares; 2025Q3: 1,640 shares; 2025Q4: 1,640 shares 1,640 $154K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 476 shares; 2025Q3: 476 shares; 2025Q4: 476 shares 476 $150K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,583 shares; 2025Q3: 2,583 shares; 2025Q4: 2,581 shares 2,581 $120K 0.01% -2 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,191 shares; 2025Q3: 4,191 shares; 2025Q4: 3,921 shares 3,921 $116K 0.01% -270 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares 455 $114K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 635 shares; 2025Q3: 541 shares; 2025Q4: 541 shares 541 $107K 0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,242 shares; 2025Q3: 1,242 shares; 2025Q4: 1,243 shares 1,243 $99.7K <0.01% +1 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,106 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares 1,106 $93.6K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,091 shares 1,091 $85K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,100 shares 1,100 $76.6K <0.01% -150 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $68.3K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $63K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,609 shares; 2024Q4: 5,609 shares; 2025Q1: 5,609 shares; 2025Q2: 5,609 shares; 2025Q3: 5,609 shares; 2025Q4: 1,120 shares 1,120 $61.3K <0.01% -4,489 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 487 shares 487 $55.5K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares 850 $51.6K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 1,200 shares 1,200 $51.2K <0.01% +600 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 508 shares; 2025Q3: 508 shares; 2025Q4: 508 shares 508 $47.7K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $46.5K <0.01% 0 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,390 shares; 2025Q1: 12,841 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,055 shares 2,055 $42.9K <0.01% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 90 shares 90 $40K <0.01% +60 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,900 shares; 2024Q4: 143,743 shares; 2025Q1: 146,911 shares; 2025Q2: 144,635 shares; 2025Q3: 145,967 shares; 2025Q4: 555 shares 555 $36.3K <0.01% -145,412 IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,154 shares; 2024Q4: 4,842 shares; 2025Q1: 4,864 shares; 2025Q2: 3,064 shares; 2025Q3: 3,090 shares; 2025Q4: 250 shares 250 $35.3K <0.01% -2,840 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,680 shares; 2024Q4: 7,680 shares; 2025Q1: 7,618 shares; 2025Q2: 6,586 shares; 2025Q3: 6,099 shares; 2025Q4: 255 shares 255 $34.9K <0.01% -5,844 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 301 shares; 2025Q4: 251 shares 251 $32.7K <0.01% -50 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares 300 $32K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110 shares; 2025Q3: 389 shares; 2025Q4: 389 shares 389 $30.7K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,247 shares; 2025Q4: 1,247 shares 1,247 $30.4K <0.01% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 588 shares; 2025Q4: 588 shares 588 $29.9K <0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares 139 $29.1K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,014 shares; 2024Q4: 3,014 shares; 2025Q1: 2,950 shares; 2025Q2: 2,934 shares; 2025Q3: 2,890 shares; 2025Q4: 204 shares 204 $28.8K <0.01% -2,686 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $28.8K <0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares 112 $21.4K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 96 shares 96 $20.3K <0.01% +62 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 399 shares; 2025Q4: 399 shares 399 $18.8K <0.01% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,802 shares; 2024Q4: 2,702 shares; 2025Q1: 2,702 shares; 2025Q2: 2,702 shares; 2025Q3: 2,702 shares; 2025Q4: 164 shares 164 $18.6K <0.01% -2,538 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares 94 $16.7K <0.01% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400 $15.7K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares 147 $14.2K <0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47 shares 47 $14.2K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares 102 $13.4K <0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61 shares; 2025Q4: 61 shares 61 $12.2K <0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126 shares; 2025Q4: 126 shares 126 $12.1K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 512 shares 512 $10.4K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135 shares; 2025Q4: 135 shares 135 $6.73K <0.01% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125 shares; 2025Q4: 125 shares 125 $6.47K <0.01% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69 shares; 2025Q4: 69 shares 69 $6.37K <0.01% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares 10 $4.88K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 25 shares 25 $2.07K <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares 2 $297 <0.01% new Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $38 <0.01% 0 Timeline