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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 447,155 shares; 2024Q1: 449,093 shares; 2024Q2: 451,919 shares; 2024Q3: 433,591 shares; 2024Q4: 1,263,978 shares; 2025Q1: 1,392,035 shares 1,392,035 $30.7M 9.67% +128,057 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 319,415 shares; 2024Q1: 305,896 shares; 2024Q2: 307,071 shares; 2024Q3: 296,168 shares; 2024Q4: 1,157,218 shares; 2025Q1: 1,119,018 shares 1,119,018 $28M 8.82% -38,200 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 298,046 shares; 2024Q1: 307,359 shares; 2024Q2: 317,575 shares; 2024Q3: 333,707 shares; 2024Q4: 1,002,696 shares; 2025Q1: 1,051,045 shares 1,051,045 $27.9M 8.79% +48,349 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 373,866 shares; 2024Q1: 396,921 shares; 2024Q2: 399,730 shares; 2024Q3: 427,779 shares; 2024Q4: 848,851 shares; 2025Q1: 872,367 shares 872,367 $23.5M 7.38% +23,516 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,745 shares; 2024Q1: 33,139 shares; 2024Q2: 33,793 shares; 2024Q3: 35,026 shares; 2024Q4: 35,061 shares; 2025Q1: 44,731 shares 44,731 $23M 7.23% +9,670 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 106,419 shares; 2024Q1: 107,760 shares; 2024Q2: 107,606 shares; 2024Q3: 107,901 shares; 2024Q4: 105,416 shares; 2025Q1: 106,261 shares 106,261 $18.4M 5.77% +845 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 81,334 shares; 2024Q1: 81,978 shares; 2024Q2: 82,470 shares; 2024Q3: 83,637 shares; 2024Q4: 82,540 shares; 2025Q1: 81,695 shares 81,695 $18.1M 5.7% -845 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 387,270 shares; 2024Q1: 393,283 shares; 2024Q2: 397,983 shares; 2024Q3: 393,032 shares; 2024Q4: 775,429 shares; 2025Q1: 746,505 shares 746,505 $17.5M 5.5% -28,924 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 303,599 shares; 2024Q1: 300,840 shares; 2024Q2: 296,298 shares; 2024Q3: 283,132 shares; 2024Q4: 813,733 shares; 2025Q1: 807,467 shares 807,467 $17.4M 5.47% -6,266 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 207,761 shares; 2024Q1: 208,115 shares; 2024Q2: 211,278 shares; 2024Q3: 213,839 shares; 2024Q4: 641,834 shares; 2025Q1: 630,291 shares 630,291 $16.5M 5.2% -11,543 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 57,695 shares; 2024Q1: 58,375 shares; 2024Q2: 58,258 shares; 2024Q3: 60,619 shares; 2024Q4: 61,394 shares; 2025Q1: 62,464 shares 62,464 $16.2M 5.08% +1,070 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 325,460 shares; 2024Q1: 328,410 shares; 2024Q2: 328,909 shares; 2024Q3: 335,150 shares; 2024Q4: 672,971 shares; 2025Q1: 656,010 shares 656,010 $13M 4.08% -16,961 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 32,134 shares; 2024Q1: 31,534 shares; 2024Q2: 31,390 shares; 2024Q3: 32,851 shares; 2024Q4: 33,008 shares; 2025Q1: 33,732 shares 33,732 $12.5M 3.94% +724 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 189,075 shares; 2024Q1: 189,015 shares; 2024Q2: 190,181 shares; 2024Q3: 188,574 shares; 2024Q4: 188,704 shares; 2025Q1: 184,224 shares 184,224 $9.36M 2.95% -4,480 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,094 shares; 2024Q1: 16,571 shares; 2024Q2: 19,573 shares; 2024Q3: 33,009 shares; 2024Q4: 35,148 shares; 2025Q1: 54,397 shares 54,397 $4.45M 1.4% +19,249 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 84,085 shares; 2024Q1: 87,207 shares; 2024Q2: 88,938 shares; 2024Q3: 101,863 shares; 2024Q4: 195,694 shares; 2025Q1: 184,298 shares 184,298 $4.27M 1.34% -11,396 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,901 shares; 2024Q1: 12,284 shares; 2024Q2: 12,027 shares; 2024Q3: 11,831 shares; 2024Q4: 11,837 shares; 2025Q1: 11,732 shares 11,732 $4.24M 1.33% -105 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,610 shares; 2024Q1: 17,073 shares; 2024Q2: 16,677 shares; 2024Q3: 15,782 shares; 2024Q4: 15,787 shares; 2025Q1: 15,189 shares 15,189 $2.52M 0.79% -598 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 78,956 shares; 2024Q1: 78,724 shares; 2024Q2: 82,409 shares; 2024Q3: 81,452 shares; 2024Q4: 83,284 shares; 2025Q1: 80,047 shares 80,047 $2.21M 0.69% -3,237 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,880 shares; 2024Q1: 8,466 shares; 2024Q2: 8,256 shares; 2024Q3: 7,465 shares; 2024Q4: 10,677 shares; 2025Q1: 10,365 shares 10,365 $2.1M 0.66% -312 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,811 shares; 2024Q1: 17,515 shares; 2024Q2: 17,559 shares; 2024Q3: 18,691 shares; 2024Q4: 19,774 shares; 2025Q1: 21,146 shares 21,146 $2.07M 0.65% +1,372 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 43,114 shares; 2024Q1: 34,483 shares; 2024Q2: 34,912 shares; 2024Q3: 35,281 shares; 2024Q4: 36,072 shares; 2025Q1: 36,445 shares 36,445 $1.78M 0.56% +373 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,408 shares; 2024Q1: 5,779 shares; 2024Q2: 5,787 shares; 2024Q3: 5,797 shares; 2024Q4: 5,760 shares; 2025Q1: 5,771 shares 5,771 $1.77M 0.56% +11 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,271 shares; 2024Q1: 10,187 shares; 2024Q2: 10,209 shares; 2024Q3: 10,181 shares; 2024Q4: 9,499 shares; 2025Q1: 9,204 shares 9,204 $1.73M 0.54% -295 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,079 shares; 2024Q1: 7,086 shares; 2024Q2: 7,093 shares; 2024Q3: 6,848 shares; 2024Q4: 6,810 shares; 2025Q1: 6,548 shares 6,548 $1.67M 0.53% -262 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,099 shares; 2024Q1: 26,307 shares; 2024Q2: 26,560 shares; 2024Q3: 27,288 shares; 2024Q4: 28,099 shares; 2025Q1: 28,136 shares 28,136 $1.66M 0.52% +37 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,311 shares; 2024Q1: 7,229 shares; 2024Q2: 7,043 shares; 2024Q3: 7,045 shares; 2024Q4: 7,047 shares; 2025Q1: 7,048 shares 7,048 $1.57M 0.49% +1 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,598 shares; 2024Q1: 8,125 shares; 2024Q2: 8,501 shares; 2024Q3: 8,560 shares; 2024Q4: 12,274 shares; 2025Q1: 12,936 shares 12,936 $1.36M 0.43% +662 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,529 shares; 2024Q1: 6,930 shares; 2024Q2: 9,725 shares; 2024Q3: 9,783 shares; 2024Q4: 10,424 shares; 2025Q1: 11,812 shares 11,812 $1.31M 0.41% +1,388 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,673 shares; 2024Q1: 7,679 shares; 2024Q2: 7,686 shares; 2024Q3: 7,695 shares; 2024Q4: 7,071 shares; 2025Q1: 7,075 shares 7,075 $831K 0.26% +4 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,499 shares; 2024Q1: 4,329 shares; 2024Q2: 4,332 shares; 2024Q3: 4,336 shares; 2024Q4: 4,147 shares; 2025Q1: 4,149 shares 4,149 $828K 0.26% +2 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,366 shares; 2024Q1: 16,474 shares; 2024Q2: 16,422 shares; 2024Q3: 20,621 shares; 2024Q4: 21,314 shares; 2025Q1: 20,576 shares 20,576 $738K 0.23% -738 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,903 shares; 2024Q1: 15,492 shares; 2024Q2: 15,560 shares; 2024Q3: 15,672 shares; 2024Q4: 15,220 shares; 2025Q1: 14,482 shares 14,482 $655K 0.21% -738 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,075 shares; 2024Q1: 12,075 shares; 2024Q2: 12,075 shares; 2024Q3: 12,075 shares; 2024Q4: 12,075 shares; 2025Q1: 12,075 shares 12,075 $626K 0.2% 0 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,474 shares; 2024Q1: 3,488 shares; 2024Q2: 3,502 shares; 2024Q3: 3,516 shares; 2024Q4: 3,528 shares; 2025Q1: 3,545 shares 3,545 $614K 0.19% +17 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,861 shares; 2024Q1: 7,143 shares; 2024Q2: 8,241 shares; 2024Q3: 8,386 shares; 2024Q4: 8,489 shares; 2025Q1: 7,927 shares 7,927 $606K 0.19% -562 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,007 shares; 2024Q1: 4,701 shares; 2024Q2: 4,399 shares; 2024Q3: 4,320 shares; 2024Q4: 4,352 shares; 2025Q1: 4,241 shares 4,241 $547K 0.17% -111 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 978 shares; 2024Q1: 980 shares; 2024Q2: 980 shares; 2024Q3: 982 shares; 2024Q4: 996 shares; 2025Q1: 998 shares 998 $541K 0.17% +2 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,378 shares; 2024Q1: 3,378 shares; 2024Q2: 3,378 shares; 2024Q3: 3,378 shares; 2024Q4: 3,378 shares; 2025Q1: 3,378 shares 3,378 $536K 0.17% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,932 shares; 2024Q1: 5,932 shares; 2024Q2: 5,991 shares; 2024Q3: 5,991 shares; 2024Q4: 6,038 shares; 2025Q1: 6,038 shares 6,038 $493K 0.16% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,234 shares; 2024Q1: 3,242 shares; 2024Q2: 3,251 shares; 2024Q3: 3,263 shares; 2024Q4: 3,275 shares; 2025Q1: 3,285 shares 3,285 $414K 0.13% +10 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,767 shares; 2024Q1: 1,992 shares; 2024Q2: 1,592 shares; 2024Q3: 1,342 shares; 2024Q4: 1,342 shares; 2025Q1: 1,092 shares 1,092 $410K 0.13% -250 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 143,789 shares; 2024Q1: 161,549 shares; 2024Q2: 163,060 shares; 2024Q3: 170,315 shares; 2024Q4: 148,893 shares; 2025Q1: 17,928 shares 17,928 $386K 0.12% -130,965 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,259 shares; 2024Q1: 8,315 shares; 2024Q2: 8,414 shares; 2024Q3: 8,467 shares; 2024Q4: 8,515 shares; 2025Q1: 8,566 shares 8,566 $357K 0.11% +51 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 571 shares; 2024Q1: 571 shares; 2024Q2: 572 shares; 2024Q3: 572 shares; 2024Q4: 572 shares; 2025Q1: 573 shares 573 $330K 0.1% +1 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 99,970 shares; 2024Q1: 103,291 shares; 2024Q2: 110,948 shares; 2024Q3: 111,851 shares; 2024Q4: 107,436 shares; 2025Q1: 5,317 shares 5,317 $306K 0.1% -102,119 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,222 shares; 2024Q1: 2,235 shares; 2024Q2: 2,248 shares; 2024Q3: 1,419 shares; 2024Q4: 1,215 shares; 2025Q1: 1,215 shares 1,215 $298K 0.09% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,310 shares; 2024Q2: not reported; 2024Q3: 2,310 shares; 2024Q4: not reported; 2025Q1: 3,010 shares 3,010 $270K 0.09% new 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 11,491 shares; 2024Q2: not reported; 2024Q3: 9,146 shares; 2024Q4: 9,211 shares; 2025Q1: 9,271 shares 9,271 $262K 0.08% +60 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,680 shares; 2024Q1: 1,686 shares; 2024Q2: 1,694 shares; 2024Q3: 1,703 shares; 2024Q4: 1,712 shares; 2025Q1: 1,714 shares 1,714 $259K 0.08% +2 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 738 shares; 2024Q4: 738 shares; 2025Q1: 738 shares 738 $225K 0.07% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,517 shares; 2024Q1: 2,519 shares; 2024Q2: 2,522 shares; 2024Q3: 2,525 shares; 2024Q4: 2,529 shares; 2025Q1: 2,136 shares 2,136 $212K 0.07% -393 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,118 shares; 2024Q1: not reported; 2024Q2: 3,624 shares; 2024Q3: 3,666 shares; 2024Q4: 3,708 shares; 2025Q1: 3,655 shares 3,655 $210K 0.07% -53 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,358 shares 3,358 $202K 0.06% new Timeline